蛙里奥
鹰击长空鲸霸海 不试怎知龙与蚯
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High-Frequency Trader
3 Years
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What is the compound interest life and how to make the right choices to live a life of long-termism.
First, I want to talk to everyone about what compound interest and long-termism are.
I think that whether it's investment or our lives, an important concept is how we face cycles and fluctuations.
Because I personally believe the world is constantly developing and advancing amid fluctuations and cycles.
Relationships have cycles; your relationship with someone may be very close and good for a period of time. Then, after a while, the relationship may become poor again. The body and mind also have cycles; for a time, you may take good care of both, but after a while, your health may decline.
I think that whether it's investment or our lives, an important concept is how we face cycles and fluctuations.
Because I personally believe the world is constantly developing and advancing amid fluctuations and cycles.
Relationships have cycles; your relationship with someone may be very close and good for a period of time. Then, after a while, the relationship may become poor again. The body and mind also have cycles; for a time, you may take good care of both, but after a while, your health may decline.
New Year goal to reach 30K followers🧧🧧🧧🧧288U
$2 trillion evaporated from the cryptocurrency market: retail investors flee, 'dead cat bounce' collapses, is the crypto winter officially here?
February 12, 2026
1. Market Snapshot: The rebound turned into a bubble, and the whole market plummeted again
On February 12, the cryptocurrency market plummeted on Monday, completely debunking last Friday's nearly 20% rebound from $60,000. Bitcoin fell to around $66,000 to $68,000, with a 24-hour decline exceeding 4%; Ethereum dropped below the psychological barrier of $2,000 to $1,970 (-5.5%); Solana fell below $80 to about $80.25, hitting a two-year low; XRP reported at $1.40 (-3.5%). Bloomberg reported today that the cryptocurrency market has evaporated over $2 trillion since its peak in October last year, with BTC down 47% from recent highs, and altcoins performing extremely poorly.
1. Market Snapshot: The rebound turned into a bubble, and the whole market plummeted again
On February 12, the cryptocurrency market plummeted on Monday, completely debunking last Friday's nearly 20% rebound from $60,000. Bitcoin fell to around $66,000 to $68,000, with a 24-hour decline exceeding 4%; Ethereum dropped below the psychological barrier of $2,000 to $1,970 (-5.5%); Solana fell below $80 to about $80.25, hitting a two-year low; XRP reported at $1.40 (-3.5%). Bloomberg reported today that the cryptocurrency market has evaporated over $2 trillion since its peak in October last year, with BTC down 47% from recent highs, and altcoins performing extremely poorly.
My cousin bought an apartment last year. It’s a pre-sale, and the developer said it would be delivered in fine decoration, with renderings showing Italian tiles, German hardware, and central air conditioning.
On the day of handover, he went to take a look— the walls were white, the floor was cement, the air conditioning hole was left, but it was windy inside.
He didn't withdraw from the apartment. He moved a folding bed in and stayed there that night.
The reason is simple: the location is right. The subway entrance is right downstairs, and there’s a school next to it. Renovation can be done slowly, but once you miss the location, it’s gone.
@Plasma This is the current state of the bare apartment.
The official says it can run 1000+ TPS. The real data shown by the on-chain browser? 14.9 TPS. The gap is not slight, it’s two orders of magnitude. Of course, TPS is related to actual transaction demand—when there aren't many cars on the road, you can't see how fast the highway can go. But this number still makes people frown.
He didn't withdraw from the apartment. He moved a folding bed in and stayed there that night.
The reason is simple: the location is right. The subway entrance is right downstairs, and there’s a school next to it. Renovation can be done slowly, but once you miss the location, it’s gone.
@Plasma This is the current state of the bare apartment.
The official says it can run 1000+ TPS. The real data shown by the on-chain browser? 14.9 TPS. The gap is not slight, it’s two orders of magnitude. Of course, TPS is related to actual transaction demand—when there aren't many cars on the road, you can't see how fast the highway can go. But this number still makes people frown.
I have a friend who does simultaneous interpretation. He says there is a counterintuitive standard in this industry— the better you translate, the less people remember you. Because good translation makes people completely forget the existence of language barriers. Two people speaking different languages chat enthusiastically in the conference room, shake hands when they are done, and walk away. No one turns back to look at the person in the translation booth.
@Plasma wants to do this kind of translation.
Before it, a small shop owner in Jakarta wanted to receive dollars; he needed to learn what a wallet is, what Gas fees are, what ERC-20 is, and which exchange to buy ETH to pay transaction fees. He needed to learn a new language first to complete a payment that should have taken three seconds.
#Plasma has hidden all of this. Zero-fee USDT transfers, the paymaster pays your Gas fees at the underlying level, you don’t need to know what XPL is, and you don’t need to know what PlasmaBFT is. The Plasma One app opens to a simple balance page—your dollars are here; you can spend, transfer, or save to earn interest. Swiping the Plasma Card is just like using a card; merchants in 150 countries receive fiat currency.
The term "blockchain" does not appear throughout the entire process.
This is true adoption. It’s not about getting more people to learn how to use blockchain; it’s about making blockchain disappear from their daily lives. Just like Wi-Fi—your mom doesn’t need to know what the 802.11ac protocol is when using WeChat for video calls.
What this industry has been doing for ten years has been the opposite: creating a cool thing and then teaching the whole world how to use it. Plasma’s idea is—create something that the whole world is already using without needing to learn.
So it doesn’t shout slogans, doesn’t hold airdrop parties, doesn’t invite KOLs to shoot short videos. It connects to the 230-country payment network of MassPay, connects to on-chain transactions of CoW Swap, connects to the cross-chain liquidity of NEAR Intents. These are all backend tasks. Users are unaware, but with every zero-fee transfer, every card swipe, and every instant cross-border payment, they run through these invisible pipelines.
The price of $0.08 for $XPL reflects the market's pricing for the "invisible" things. Invisible is equivalent to non-existent—this is the logic of retail investors.
But the best infrastructure shouldn’t be seen.
The best translation shouldn’t be remembered.
@Plasma wants to do this kind of translation.
Before it, a small shop owner in Jakarta wanted to receive dollars; he needed to learn what a wallet is, what Gas fees are, what ERC-20 is, and which exchange to buy ETH to pay transaction fees. He needed to learn a new language first to complete a payment that should have taken three seconds.
#Plasma has hidden all of this. Zero-fee USDT transfers, the paymaster pays your Gas fees at the underlying level, you don’t need to know what XPL is, and you don’t need to know what PlasmaBFT is. The Plasma One app opens to a simple balance page—your dollars are here; you can spend, transfer, or save to earn interest. Swiping the Plasma Card is just like using a card; merchants in 150 countries receive fiat currency.
The term "blockchain" does not appear throughout the entire process.
This is true adoption. It’s not about getting more people to learn how to use blockchain; it’s about making blockchain disappear from their daily lives. Just like Wi-Fi—your mom doesn’t need to know what the 802.11ac protocol is when using WeChat for video calls.
What this industry has been doing for ten years has been the opposite: creating a cool thing and then teaching the whole world how to use it. Plasma’s idea is—create something that the whole world is already using without needing to learn.
So it doesn’t shout slogans, doesn’t hold airdrop parties, doesn’t invite KOLs to shoot short videos. It connects to the 230-country payment network of MassPay, connects to on-chain transactions of CoW Swap, connects to the cross-chain liquidity of NEAR Intents. These are all backend tasks. Users are unaware, but with every zero-fee transfer, every card swipe, and every instant cross-border payment, they run through these invisible pipelines.
The price of $0.08 for $XPL reflects the market's pricing for the "invisible" things. Invisible is equivalent to non-existent—this is the logic of retail investors.
But the best infrastructure shouldn’t be seen.
The best translation shouldn’t be remembered.
Your next colleague may not be human, but it needs a chain
Last week I used Claude to help me write a competitive analysis report. It did a good job. But after finishing, it couldn't go find a designer to format it, couldn't send the report to the client by itself, and couldn't automatically modify the third version based on client feedback. It can only sit in the dialogue box waiting for my next instruction.
This is the current bottleneck of AI: it has a brain but no hands or feet. It can think but cannot act.
The direction the industry is taking to solve this problem is called AI Agent—an AI agent that autonomously executes tasks. It's not a chatbot where you feed instructions one by one; you give it a goal, and it breaks down the steps, calls tools, completes the work, and handles payments. OpenAI is working on it, Google is working on it, and the whole Silicon Valley is betting on this.
This is the current bottleneck of AI: it has a brain but no hands or feet. It can think but cannot act.
The direction the industry is taking to solve this problem is called AI Agent—an AI agent that autonomously executes tasks. It's not a chatbot where you feed instructions one by one; you give it a goal, and it breaks down the steps, calls tools, completes the work, and handles payments. OpenAI is working on it, Google is working on it, and the whole Silicon Valley is betting on this.
February 12 Alpha Daily Report
February 12. Trading volume of 2.5 billion, a slight increase of 0.3%. The remaining 200,000 people are basically the leftover stock of Alpha.
Tonight at 7 PM ESP will be listed, and the profit from pre-market chip games is about 25 U. Airdrop for leading IP at 9 PM.
Trading Competition Progress
TRIA Trading Competition Final Ranking: 107819 (this market can still be stirred up) (Today's B2 sets the list, predictions welcome)
Today's Recommendations (Tokens launched within 30 days, points ×4)
Trading Competition Recommendations: None
Pure Trading Volume Recommendations: $ARTX (14 days left) $WMTX (13 days left)
(Recommended 500 per transaction, small amounts multiple times)
February 12. Trading volume of 2.5 billion, a slight increase of 0.3%. The remaining 200,000 people are basically the leftover stock of Alpha.
Tonight at 7 PM ESP will be listed, and the profit from pre-market chip games is about 25 U. Airdrop for leading IP at 9 PM.
Trading Competition Progress
TRIA Trading Competition Final Ranking: 107819 (this market can still be stirred up) (Today's B2 sets the list, predictions welcome)
Today's Recommendations (Tokens launched within 30 days, points ×4)
Trading Competition Recommendations: None
Pure Trading Volume Recommendations: $ARTX (14 days left) $WMTX (13 days left)
(Recommended 500 per transaction, small amounts multiple times)
🎙️ WLFI+USD1：增长引擎与稳定基石的完美融合
End
05 h 07 m 02 s
8.5k
35
New Year Goal to Reach 30K Followers🧧🧧🧧🧧288U
Plasma is the doctor who only does knees.
My dad had knee surgery once. Before the surgery, he visited three hospitals. The doctors at the first two hospitals did all kinds of surgeries — heart bypass, appendectomy, cesarean section, knee replacement, and the banners at the entrance hung from the first floor to the third floor. The doctor at the third hospital only did knees. There was nothing hanging on the walls of the consultation room, and there was a plastic knee model on the table, covered in a layer of dust.
My dad chose the third one. He was able to get out of bed and walk the day after the surgery.
@Plasma is the doctor who only does knees.
This industry is full of general practitioners. Ethereum can run anything — NFT, DeFi, games, social, AI, Meme coins. Solana can too, BSC can too, Arbitrum can too.
My dad chose the third one. He was able to get out of bed and walk the day after the surgery.
@Plasma is the doctor who only does knees.
This industry is full of general practitioners. Ethereum can run anything — NFT, DeFi, games, social, AI, Meme coins. Solana can too, BSC can too, Arbitrum can too.
I know a friend who runs a restaurant. The most dreaded customer for him when opening his store is one who gives a one-star review on a popular review site and then comes back to eat the next day. They say the food is bad but their feet are more honest than anyone else's.
@Plasma is currently in this state.
Data from three days ago: Plasma ranks second in the entire chain bridge connection target on Oku. According to the statistics of cross-chain capital flow, people are moving money from other chains to Plasma, with a speed only second to the chain that ranks first. Meanwhile, the price of $XPL is at $0.08, having dropped 95% from its historical high, just hitting a new historical low four days ago.
They call it "garbage coin", "zero coin", "warning of exit scams". But underneath, real money is crossing the bridge.
Data from DefiLlama tells the same story—fees on the Plasma chain have surged 117% in the past seven days. The chain is getting busy. It’s not the kind of busy created by airdrops and random cash giveaways; there are real transactions happening, contracts being called, and money moving.
This divergence between price and behavior is not a new phenomenon in this industry.
In every cycle, this situation arises: retail investors watch the K-line run, while smart money looks at the data coming in. The day when price and fundamentals realign will be the day the latter gets to feast. Of course, the premise is that the fundamentals are not lying.
What are the fundamentals of #Plasma saying? CoW Swap has just launched an on-chain DEX. NEAR Intents has connected 25 chains' abstract liquidity pools. Aave is upgrading to v3.6, and Plasma is on the upgrade list. MassPay has expanded its USDT payment channels to over 230 countries. Coinbase, Kraken, and Binance are all on board. These are not just promises on a roadmap—these are things that have already happened.
This is the most absurd aspect of the crypto market: one chain can simultaneously be the second-largest target chain for bridging volume and the token with the largest drop. Logically, this is completely contradictory, but the market does not follow logic—it follows emotions, narratives, and who can shout the loudest.
And Plasma happens to be the one that doesn’t shout. It doesn’t do memes, doesn’t chase trends, doesn’t invite KOLs. It quietly connects pipes, patiently waiting for the water to flow in.
What happened to my friend's restaurant later? The one-star customer is now a regular, coming three times a week. The restaurant made no response—no changes to the menu, no price reductions, no renovations.
The only thing that has changed is that the customer upgraded their one star to four stars.
@Plasma is currently in this state.
Data from three days ago: Plasma ranks second in the entire chain bridge connection target on Oku. According to the statistics of cross-chain capital flow, people are moving money from other chains to Plasma, with a speed only second to the chain that ranks first. Meanwhile, the price of $XPL is at $0.08, having dropped 95% from its historical high, just hitting a new historical low four days ago.
They call it "garbage coin", "zero coin", "warning of exit scams". But underneath, real money is crossing the bridge.
Data from DefiLlama tells the same story—fees on the Plasma chain have surged 117% in the past seven days. The chain is getting busy. It’s not the kind of busy created by airdrops and random cash giveaways; there are real transactions happening, contracts being called, and money moving.
This divergence between price and behavior is not a new phenomenon in this industry.
In every cycle, this situation arises: retail investors watch the K-line run, while smart money looks at the data coming in. The day when price and fundamentals realign will be the day the latter gets to feast. Of course, the premise is that the fundamentals are not lying.
What are the fundamentals of #Plasma saying? CoW Swap has just launched an on-chain DEX. NEAR Intents has connected 25 chains' abstract liquidity pools. Aave is upgrading to v3.6, and Plasma is on the upgrade list. MassPay has expanded its USDT payment channels to over 230 countries. Coinbase, Kraken, and Binance are all on board. These are not just promises on a roadmap—these are things that have already happened.
This is the most absurd aspect of the crypto market: one chain can simultaneously be the second-largest target chain for bridging volume and the token with the largest drop. Logically, this is completely contradictory, but the market does not follow logic—it follows emotions, narratives, and who can shout the loudest.
And Plasma happens to be the one that doesn’t shout. It doesn’t do memes, doesn’t chase trends, doesn’t invite KOLs. It quietly connects pipes, patiently waiting for the water to flow in.
What happened to my friend's restaurant later? The one-star customer is now a regular, coming three times a week. The restaurant made no response—no changes to the menu, no price reductions, no renovations.
The only thing that has changed is that the customer upgraded their one star to four stars.
Last year, my dad bought a second-hand house in our hometown. Signing contracts, notarization, paying taxes, bank loans, property registration—overall, it took six months.
During this period, he made more than ten trips, lost materials once, and had to reissue certificates twice, spending almost thirty thousand on intermediary fees. Six months. It takes six months for a 70-square-meter house to transfer ownership from one person's name to another.
I was thinking at the time, in 2025, transferring ten thousand yuan from one side of the Earth to the other takes only a few seconds, but transferring ownership of a property takes half a year. It's not that the technology can't do it; the entire system just hasn't been designed that way—each link is an independent paper process, an independent database, and independent manual reviews. If any link gets stuck, the whole chain comes to a halt.
I was thinking at the time, in 2025, transferring ten thousand yuan from one side of the Earth to the other takes only a few seconds, but transferring ownership of a property takes half a year. It's not that the technology can't do it; the entire system just hasn't been designed that way—each link is an independent paper process, an independent database, and independent manual reviews. If any link gets stuck, the whole chain comes to a halt.
Cryptocurrency Market Crashes: White House Stablecoin Negotiations Collapse Trigger New Round of Selling, Total Market Capitalization Falls to $2.31 Trillion
February 11, 2026
1. Market Snapshot: Panic Spreads, All Lines in the Red
On February 11, the cryptocurrency market suffered another heavy blow. According to CoinMarketCap data, the global cryptocurrency market capitalization fell to $2.31 trillion, shrinking by 2.86% within 24 hours. Bitcoin dropped below $68,000 to $67,539 (-3.17%), Ethereum reported $2,010 (-6.18%), Solana fell to $83 (-3.7%), XRP dropped below $1.40 (with a cumulative decline of 14% in February), and Dogecoin struggled around $0.09. The CoinDesk 20 index fell by 3.7%, with none of the five major component currencies spared.
The direct trigger for today's crash was the breakdown of stablecoin legislation negotiations at the White House. A highly anticipated high-level meeting failed to make any substantive progress on the cryptocurrency bill, and the stagnation at the regulatory level in Washington severely undermined investor confidence. Additionally, abnormal activity was recently observed in the 'Genesis Wallet' associated with Bitcoin founder Satoshi Nakamoto, which holds approximately 1,096,000 BTC (worth about $76.3 billion), further exacerbating market panic.
1. Market Snapshot: Panic Spreads, All Lines in the Red
On February 11, the cryptocurrency market suffered another heavy blow. According to CoinMarketCap data, the global cryptocurrency market capitalization fell to $2.31 trillion, shrinking by 2.86% within 24 hours. Bitcoin dropped below $68,000 to $67,539 (-3.17%), Ethereum reported $2,010 (-6.18%), Solana fell to $83 (-3.7%), XRP dropped below $1.40 (with a cumulative decline of 14% in February), and Dogecoin struggled around $0.09. The CoinDesk 20 index fell by 3.7%, with none of the five major component currencies spared.
The direct trigger for today's crash was the breakdown of stablecoin legislation negotiations at the White House. A highly anticipated high-level meeting failed to make any substantive progress on the cryptocurrency bill, and the stagnation at the regulatory level in Washington severely undermined investor confidence. Additionally, abnormal activity was recently observed in the 'Genesis Wallet' associated with Bitcoin founder Satoshi Nakamoto, which holds approximately 1,096,000 BTC (worth about $76.3 billion), further exacerbating market panic.
During the New Year, my 13-year-old nephew was playing games on the sofa with his iPad. I leaned over to take a look—World of Dypians, an MMORPG running on the Vanar chain, with over 30,000 people online. I asked him: Do you know this is a blockchain game? He didn't even look up: "What chain? I'm just playing a game."
This statement caught me off guard. Because in the past five years, the typical experience of Web3 games has been like this: first, install a wallet, then copy a string of mnemonic phrases, spend ten minutes figuring out what gas fees are, and finally discover that the game itself is as hard to play as a web game from 1998. Players are not here to play; they are here to suffer.
@Vanarchain did something that seems simple but most chains are too lazy to do: SSO single sign-on. You can directly enter the game with your existing social account, the wallet is automatically generated in the background, and the gas fee is fixed at $0.0005, so users don't have to worry about it. My nephew never encountered the words "wallet" during the process, but his game assets were already on the chain.
This is the real threshold reduction. It's not about lowering the threshold; it's about making you not feel where the threshold is.
#vanar has a considerable presence in the gaming line. Viva Games—an studio that has made games for Disney's Frozen, Star Wars, Hasbro, and Hello Kitty, with over 70 billion cumulative downloads, 10 studios, and an average of 350K downloads per day. The VGN gaming network currently has 15 million users and integrated 12 new games at the beginning of 2026. These are not small crypto-native workshop projects; they are things that have actually been on the App Store rankings.
Moreover, Vanar has integrated an AI anti-fraud system into the chain. It monitors on-chain behavior in real time and issues direct alerts for abnormalities. In an industry where multiple wallets for airdrops and rewards have become routine, this is not a flashy additional feature but a basic immunity to survive. Combined with Humanode's biometric recognition—one person, one account, no sensitive data stored—in Vanar's gaming scenario, the survival space for bots has been greatly compressed.
But my nephew's "What chain" made me realize one thing: the best technology is the technology you don't feel exists. Vanar has at least achieved this at the gaming entry point.
A 13-year-old child doesn't need to know what blockchain is to play on it for an afternoon. This fact itself is more persuasive than any white paper. $VANRY
This statement caught me off guard. Because in the past five years, the typical experience of Web3 games has been like this: first, install a wallet, then copy a string of mnemonic phrases, spend ten minutes figuring out what gas fees are, and finally discover that the game itself is as hard to play as a web game from 1998. Players are not here to play; they are here to suffer.
@Vanarchain did something that seems simple but most chains are too lazy to do: SSO single sign-on. You can directly enter the game with your existing social account, the wallet is automatically generated in the background, and the gas fee is fixed at $0.0005, so users don't have to worry about it. My nephew never encountered the words "wallet" during the process, but his game assets were already on the chain.
This is the real threshold reduction. It's not about lowering the threshold; it's about making you not feel where the threshold is.
#vanar has a considerable presence in the gaming line. Viva Games—an studio that has made games for Disney's Frozen, Star Wars, Hasbro, and Hello Kitty, with over 70 billion cumulative downloads, 10 studios, and an average of 350K downloads per day. The VGN gaming network currently has 15 million users and integrated 12 new games at the beginning of 2026. These are not small crypto-native workshop projects; they are things that have actually been on the App Store rankings.
Moreover, Vanar has integrated an AI anti-fraud system into the chain. It monitors on-chain behavior in real time and issues direct alerts for abnormalities. In an industry where multiple wallets for airdrops and rewards have become routine, this is not a flashy additional feature but a basic immunity to survive. Combined with Humanode's biometric recognition—one person, one account, no sensitive data stored—in Vanar's gaming scenario, the survival space for bots has been greatly compressed.
But my nephew's "What chain" made me realize one thing: the best technology is the technology you don't feel exists. Vanar has at least achieved this at the gaming entry point.
A 13-year-old child doesn't need to know what blockchain is to play on it for an afternoon. This fact itself is more persuasive than any white paper. $VANRY
February 11 Alpha Daily Report
February 11. The first blind box airdrop was unveiled, which is to bundle a lot of heavily sold old coins and throw them into the market.
• The ESP IPO participated yesterday has a pre-market price of 0.08, with a cost of 175U
The single number profit is about 26U
I even suspect this project will become the first one in history to enter Prime Sale Pre-TGE but fail to make it to the spot market; there really isn't much 'fresh blood' in this market anymore. Binance's IPOs are barely being picked up, and those interacting on-chain are probably having a harder time.
Pieverse is unlocking today, and its value has shrunk again.
Total trading volume of limit orders yesterday: 2,461,981,500
(Compared to the previous day +0.08 % )
TRIA Trading Competition
Yesterday's ranking 36959 → Today's 66799
(Increased by 29840)
Today's Recommendations (Tokens launched within 30 days, points ×4)
Trading competition recommendations: None
Pure trading volume recommendations: $WMTX (14 days left)
(Recommended 500 per transaction, small amounts multiple times)
February 11. The first blind box airdrop was unveiled, which is to bundle a lot of heavily sold old coins and throw them into the market.
• The ESP IPO participated yesterday has a pre-market price of 0.08, with a cost of 175U
The single number profit is about 26U
I even suspect this project will become the first one in history to enter Prime Sale Pre-TGE but fail to make it to the spot market; there really isn't much 'fresh blood' in this market anymore. Binance's IPOs are barely being picked up, and those interacting on-chain are probably having a harder time.
Pieverse is unlocking today, and its value has shrunk again.
Total trading volume of limit orders yesterday: 2,461,981,500
(Compared to the previous day +0.08 % )
TRIA Trading Competition
Yesterday's ranking 36959 → Today's 66799
(Increased by 29840)
Today's Recommendations (Tokens launched within 30 days, points ×4)
Trading competition recommendations: None
Pure trading volume recommendations: $WMTX (14 days left)
(Recommended 500 per transaction, small amounts multiple times)
🎙️ WLFI为矛，进取收益；USD1为盾，守护价值
End
05 h 59 m 44 s
19.1k
96
New Year goal to hit 30K followers 🧧🧧🧧🧧288U
为什么你在币圈赚不到钱？
Many people rush into the cryptocurrency world with dreams of sudden wealth, only to find their wallets becoming emptier. It's not that the market lacks opportunities, but that you have made the mistakes that most people do.
Chasing high prices and selling low, always a step behind. You rush to enter the market after seeing a coin surge 200%, only to have it start to retrace right after you buy. In a panic, you cut your losses, and then it goes back up again. You are not investing; you are making decisions based on emotions. The market is best at harvesting those who are emotionally unstable.
Treating gambling as investment. Without any research, you go all in based on calls from the group, losing your mind at the words "hundred times coin." You haven't even read the project's whitepaper or know anything about the team, yet you're willing to stake your fortune. This is not investing; it's like playing the lottery, but with even lower odds of winning.
Not able to hold, nor control hands. After finally buying the right coin, you rush to cash out after a 20% rise, missing out on the subsequent tenfold gains. At the same time, you can't control your urge to trade frequently, and fees and slippage quietly eat away at your profits. Those who truly make big money in the cryptocurrency world rely on patience, not trading frequency.
No risk management. Going all in on one coin, leveraging to the max, borrowing money to trade coins—each of these is enough to bring you to zero. The market always has black swan events, and a single extreme situation can wipe out years of savings.
Always looking for shortcuts. Believing in insider information, following KOLs' calls, participating in various "sure-win" projects, only to find that you are the one being harvested like the chives.
The cryptocurrency market has no shortage of opportunities; what it lacks is understanding. Instead of complaining about the market, it’s better to upgrade your mindset first. Remember: you cannot earn money beyond your understanding, and even if you occasionally do, you will lose it back through your own mistakes. #美国零售数据逊预期 $BTC
Many people rush into the cryptocurrency world with dreams of sudden wealth, only to find their wallets becoming emptier. It's not that the market lacks opportunities, but that you have made the mistakes that most people do.
Chasing high prices and selling low, always a step behind. You rush to enter the market after seeing a coin surge 200%, only to have it start to retrace right after you buy. In a panic, you cut your losses, and then it goes back up again. You are not investing; you are making decisions based on emotions. The market is best at harvesting those who are emotionally unstable.
Treating gambling as investment. Without any research, you go all in based on calls from the group, losing your mind at the words "hundred times coin." You haven't even read the project's whitepaper or know anything about the team, yet you're willing to stake your fortune. This is not investing; it's like playing the lottery, but with even lower odds of winning.
Not able to hold, nor control hands. After finally buying the right coin, you rush to cash out after a 20% rise, missing out on the subsequent tenfold gains. At the same time, you can't control your urge to trade frequently, and fees and slippage quietly eat away at your profits. Those who truly make big money in the cryptocurrency world rely on patience, not trading frequency.
No risk management. Going all in on one coin, leveraging to the max, borrowing money to trade coins—each of these is enough to bring you to zero. The market always has black swan events, and a single extreme situation can wipe out years of savings.
Always looking for shortcuts. Believing in insider information, following KOLs' calls, participating in various "sure-win" projects, only to find that you are the one being harvested like the chives.
The cryptocurrency market has no shortage of opportunities; what it lacks is understanding. Instead of complaining about the market, it’s better to upgrade your mindset first. Remember: you cannot earn money beyond your understanding, and even if you occasionally do, you will lose it back through your own mistakes. #美国零售数据逊预期 $BTC
Every vegetable market has an old man selling tofu. His stall is the most run-down, the scale is the oldest, but he occupies the best location—the first stall at the entrance. When you walk in to buy vegetables, the first thing you see is him. For more than ten years, no one has been able to outcompete him; it’s not because his tofu is the tastiest, but because he has been standing there for so long.
Tron is that old man selling tofu.
56% of the global small USDT transfers run on Tron. Three hundred million transactions per month, 2.8 million daily active users, and 80 billion US dollars of stablecoins lying on the chain. The fees are so low they are almost non-existent, and the speed is so fast you can't even blink. Remittances in Southeast Asia, cross-border trade in Africa, the underground dollar economy in Latin America—Tron is the well-worn path in the hands of these people.
Then Plasma arrived. Standing at the entrance of the vegetable market, saying: My tofu is free.
Zero-fee USDT transfers. Not "low fee", but zero. Tron charges a few cents, Plasma charges nothing. This difference doesn’t matter for large amounts, but for a Manila delivery rider transferring dozens of dollars daily, it translates to savings for a meal each month.
In its first week online, Plasma's TVL surged to 5.6 billion, directly trailing Tron’s 6.1 billion. The entire industry was taken aback. The TVL of @Plasma dropped from 3 billion to 2.9 billion, and Tron’s stablecoin market share rose from 25.7% to 26.7%. The implication— the challenger lacks follow-through.
This statement is partly true and partly not.
What’s true is that #Plasma did indeed experience capital outflows following the incentive withdrawal, with nearly 1 billion US dollars of stablecoins withdrawn. What’s not true is that the remaining 2.1 billion didn’t leave. Tron took eight years to build user habits, and Plasma established its footing in the same space in just four months. What was lost was speed, but what was gained was efficiency $XPL .
But what truly interests me is not the number game of TVL. It’s that Plasma did something Tron has never done—it is creating a consumption closed loop for USDT. Plasma Card, Plasma One new bank, MassPay cross-border payments. Tron is a road, Plasma wants to build a town. On the road, there are only passersby; in the town, there are residents.
Tron’s 2.8 million daily active users are the passersby. Plasma bets on—making people settle down.
The old man’s tofu stall is still there, and the location is still the best. But a new supermarket opened next to the vegetable market, offering free tofu and shopping carts.
Do you think the old man is anxious? Hard to say. But he shouldn’t be calm.
Tron is that old man selling tofu.
56% of the global small USDT transfers run on Tron. Three hundred million transactions per month, 2.8 million daily active users, and 80 billion US dollars of stablecoins lying on the chain. The fees are so low they are almost non-existent, and the speed is so fast you can't even blink. Remittances in Southeast Asia, cross-border trade in Africa, the underground dollar economy in Latin America—Tron is the well-worn path in the hands of these people.
Then Plasma arrived. Standing at the entrance of the vegetable market, saying: My tofu is free.
Zero-fee USDT transfers. Not "low fee", but zero. Tron charges a few cents, Plasma charges nothing. This difference doesn’t matter for large amounts, but for a Manila delivery rider transferring dozens of dollars daily, it translates to savings for a meal each month.
In its first week online, Plasma's TVL surged to 5.6 billion, directly trailing Tron’s 6.1 billion. The entire industry was taken aback. The TVL of @Plasma dropped from 3 billion to 2.9 billion, and Tron’s stablecoin market share rose from 25.7% to 26.7%. The implication— the challenger lacks follow-through.
This statement is partly true and partly not.
What’s true is that #Plasma did indeed experience capital outflows following the incentive withdrawal, with nearly 1 billion US dollars of stablecoins withdrawn. What’s not true is that the remaining 2.1 billion didn’t leave. Tron took eight years to build user habits, and Plasma established its footing in the same space in just four months. What was lost was speed, but what was gained was efficiency $XPL .
But what truly interests me is not the number game of TVL. It’s that Plasma did something Tron has never done—it is creating a consumption closed loop for USDT. Plasma Card, Plasma One new bank, MassPay cross-border payments. Tron is a road, Plasma wants to build a town. On the road, there are only passersby; in the town, there are residents.
Tron’s 2.8 million daily active users are the passersby. Plasma bets on—making people settle down.
The old man’s tofu stall is still there, and the location is still the best. But a new supermarket opened next to the vegetable market, offering free tofu and shopping carts.
Do you think the old man is anxious? Hard to say. But he shouldn’t be calm.
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