EricHSU_eth

GM☕️, the market is so boring that I've already gone to play Seedanc 2 🤣

The main character of this kind of video must be PEPE, it comes with a sense of loss

https://x.com/i/status/2021746228984524943
#PEPE #Bitcoin #SEEDANCE2

GM☕️ I feel like @nansen_ai has been generating significantly more discussion lately, and I think the timing is finally right.

Three points:

1. Solana is the main battleground for small-time speculators trading cryptocurrencies;

2. AI agents are becoming the mainstream narrative;

3. Nansen has almost completely eliminated the friction between "seeing a signal → placing an order directly."

In Solana's current pace, this step makes a huge difference—on-chain analysis is no longer just "good-looking," but is starting to be "usable." Honestly, my previous experience with Nansen was limited to its visual appeal; I felt overwhelmed by the sheer volume of data and analysis but had no practical application. Now, you can directly track, analyze, and trade on Nansen. Those interested can try it out.

I've been actively using Nansen, and I currently have around 14k points and a ranking around 1700 (I also managed to snag a few months of Bybit VIP3, which is really great 😂). Back then, I mostly used it as a data tool, but now it clearly feels like it's moving towards the "execution layer," rather than simply selling analysis. I don't know if Nansen will issue its own cryptocurrency, but my impression of Nansen is that its product and its target audience are perfectly aligned, hitting the right spots. Its competitive advantage lies in its years of accumulated data.

So, for good products, I'll still prioritize user experience. What if they do issue a cryptocurrency? 🤪

GM☕️ If nothing unexpected happens, you should have already seen the screen flooded with 𝕏 today with
“I’m claiming my Agent …”

The reason is that everyone has started using OpenClaw's agent to mint MBC-20's $CLAW.

Recently, this kind of gameplay has started to become more common:

- Use agent to mint NFT

- Use agent to mint inscriptions

Even allowing the agent to complete a whole set of on-chain operations autonomously. It’s fresh, indeed; but it’s not exactly revolutionary, more like a small and concentrated local hotspot.

However, I do see a rather interesting extension direction: what if there’s a meme token that only allows AI agents to participate in buying and selling, and humans cannot trade directly? What would happen?

That would not just be narrative, but a market structure where behavior is forcibly changed.
Agents would compete, collaborate, make mistakes, and evolve, while humans can only observe, allocate, or set the rules.

Once this kind of thing gets going, it might be much more fun than “agent help me mint”👀

The infinite gacha machine Infinite Packs has arrived, marking a significant update for @Renaiss Protocol recently. Finally, we can happily draw cards.

The uncertainty of winning or losing in card draws is quite large, but this time it's a must-draw because the SBT reward is guaranteed, plus there are mysterious grand prizes, though whether one can get them depends on everyone's luck🤫

GM☕️ Waking up early to scroll through 𝕏, and as expected, the discussions are basically revolving around $BTC.

I've seen the liquidations, ETF outflows, and emotional collapses, but for someone like me who is a small retail investor, there isn't much I can do. The only thing I can do is one thing: quietly hold onto the remaining positions I have, and not let my emotions lead me astray.

As for bottom fishing, to be honest, the price has indeed started to become 'considerable'. However, in my own understanding, the bottom has never been a single needle, but rather a long period of time.
The real bottom resembles a prolonged consolidation, repeated hesitation, and a phase where not many people are discussing it, rather than a maximum shadow line on a specific day.

So I won't rush to go all in, nor do I expect to buy at the lowest point in one go. As long as the rhythm is right, time is on the side of those who buy slowly. When the market presents opportunities, there's no need to rush; there is plenty of time to catch the bottom.

Right now, what matters more to me is the mindset rather than the exact price level:
Stay alive, don't panic, take it slow.

GM☕️ In the past few days, the discussion around the $MOLT-related agents on Base has been quite heated, but after trying it out myself, I've actually calmed down a bit.

It's simple, just look at the Base chain: TVL, DEX transactions, daily active users, trading density, basically unchanged. The discussion is hot, but the money hasn't really come in. Now funds are more willing to stay in infrastructure like Aerodrome and Uniswap rather than gamble on specific agent tokens (the leaders $CLAWD $MOLT $CLAWNCH have already switched around🤣).

Now I feel a bit conservative about this narrative. At least until Base's TVL re-establishes itself above 115B and DEX daily transactions stabilize above 15B, it's hard to say we've entered the 'realization phase'; it feels more like laying the groundwork for a story.

Another strong feeling I have: social media hype ≠ economic activity. Retweets, discussions, and screenshots may seem lively, but without feedback on-chain, it can easily turn into an emotional market.

For me, it now feels more like the direction is right but the timing is early. This wave of agent narratives feels more like 'participating in the trend' rather than 'building positions.'

When new things come out, I still try a small amount to test the waters, ride the emotions, play with the narrative, and take profits when I can; if I lose, I consider it tuition. But to build a medium- to long-term position in these tokens, to be honest, I still can't bring myself to do it.

GM☕️
In the past few days, I started to clean up some ancient positions, those that have been lying around for a long time, waiting for a "break-even". What really prompted me to make this decision was not the price, but a sentence I saw while sleeping in the rain, which suddenly awakened me.

"Not daring to cut losses, only wanting to hold on and wait for break-even, essentially doubts one's future ability to make money."

This sentence is too insightful.

If I really have confidence in my future judgment, execution, and ability to make money, then why should I be trapped in these positions that have already proven themselves unviable? Why continue to invest time, energy, and attention in the worst choice, just for the psychological feeling of "not losing"?

Many times we say we are waiting for a break-even, but in fact, we are avoiding admitting a judgment error. But the market doesn’t owe us a break-even price. After realizing this, it became easier.

The money that can be earned is still in the future, not in these old positions. Rather than waiting to die, it’s better to save the bullets for the next opportunity.

Waiting for break-even? It's better to wait for myself to make the right decision next time.

GM☕️
Recently, I tweeted about how I opened @useTria cards for myself and my wife for daily spending, 6% cashback + S1 points, it's just too comfortable.

Currently, both card points are around 20k, and I feel the airdrop should be enough for a big meal.

In the current market, I'm not aiming for big gains, just hoping for no losses 🙏

GM ☕️ The market has really been falling badly lately, so I'm only daring to play with some small Tokens on-chain to satisfy my gambling urge.

The few mentioned by Teacher Kuangshui that I was lucky enough to touch have made me a little recovery money; just hanging on for now 😮‍💨

My personal favorite is still $MOLT. This narrative fits my taste so well—AI social forum, satisfying the public's voyeuristic tendencies, watching a bunch of AI agents doing their own thing is inherently fun.

But reality is cruel; the liquidity is really not enough. $MOLT has never been able to break out, reaching 100M has basically become a ceiling 😮‍💨

Looking back, the reason so many golden dogs (like Ai's GOAT, the animal series hippo, squirrel, etc.) managed to touch a market cap of over 1 billion USD is not because they are so divine, but because the entire market is incremental. When the market is doing well, liquidity continuously flows in and spills out, which is why there are waves of people entering to buy these alphas, leading to the emergence of one golden dog after another.

Recently, I've been quite optimistic about the narratives of tomatoes 🍅, RALPH from a while ago, and now the penguins and lobsters. In terms of narrative strength, to be honest, they are not inferior to those back in the day.

But reality is also clear: the peak for penguins is about 160m, and Molt's peak is at 120m; both have come down since then. The crypto world really has no liquidity anymore, and can't support the narratives.

So should we still play? Yes, but we need to lower our imaginative expectations a bit.

Last time, Xiao Hai mentioned to me that Teacher Wang Yishi's ten coins were referred to as Hou Gang exactly a year ago. It remains fresh even after frequent reading, so today I read it carefully again.

I must say, I'm a bit ashamed. Even though I'm considered an old-timer in the crypto world, I've never managed to accumulate so many large coins; I've only got a mix of various things.

This year, I set a flag: by the end of the year, I want to gather 10 ₿ in spot trading in my OneKey cold wallet💪

https://x.com/ohyishi/status/2017829613200945157

GM☕️ The Meme Alpha these days is $MOLT. How fun is it when an Ai agent has its own Facebook social network - Moltbook?

Looking forward to $MOLT replicating $GOAT 2.0

PS: This Agent publicly complains about its owner 🤣 hilarious

#AI #moltbook #openclawd #clawdbot #AIGC

gm☕️ It's another day for blockchain purchases 😮‍💨

Gathering my spirits to start today's To Do List; at this point, I can only leave it to time 🤣

GM☕️ Don't understand, just ask: If gold crashes, will cryptocurrency rise or fall?

Gold has broken 5500 🤣... I've always been curious about how cryptocurrency would generally behave if gold really crashed one day. I don't really understand this area and have been a bit confused:

BTC is often referred to as 'digital gold',
so if gold falls, does that mean this narrative will be disproven?

Or does a drop in gold actually mean
that funds are leaving safe-haven assets to chase higher volatility assets?
Or in the case of real systemic risk,
would gold and crypto actually be sold off together?

It feels like the answers are completely different in different scenarios,
but I can't quite articulate which one is more critical.
Are there any teachers who understand macroeconomics, commodities, and historical cycles to clarify this?

Good afternoon $HYPE is hyped up, what does Kraken listing really mean?

In the past couple of days, $HYPE has been rising a bit crazily 🤣

But I think the Kraken listing of $HYPE is less about driving traffic to the token,
but more about recognizing @HyperliquidX's infrastructure, especially HIP-3.

Here are a few points I care about:

- HIP-3 has already generated real trading volume, with silver perpetual contracts nearing $1 billion in daily transactions, it's not a conceptual test, it's in use.

- The value return mechanism is a closed loop

· 97% of transaction fees are used for buybacks

· New market listings require staking 500,000 $HYPE

· Fees paid with $HYPE are directly burned, with ~$44 million having been bought back in the past 30 days.

Many people think, "This is unlocking coins that have nearly been sold out, another round of coin listing market,"

But I think that's incomplete. What CEX is starting to recognize is the processing capability of “on-chain derivatives + synthetic goods,” not just a token that rises quickly.

My view is simple:

- The listing itself is not the end; the value of HIP-3 has not yet been realized;

- The on-chain transformation of product trading is the main line;

- If there is a pullback, below $30 would be more comfortable;

- The target range is whether the volume of $38–44 can hold;

The real risk still is: the overall crypto market is too weak right now 😮‍💨, how long can it last? We still need to look at it over a longer time frame, maybe check back in a few years? 🤣

Holding positions, just recording thoughts, not advice.

GM☕️
Last night I was backstabbed by Moonbird again. I originally had no intention of becoming a Holder, but now I'm forced to be stuck as a Holder😮‍💨

The reason is brushing Opensea Wave. For those expecting airdrops, buying Moonbird feels relatively safe. I originally had three waves out with a profit of 0.4Ξ+, and I was happily continuing my operations. But last night, the official team directly released the airdrop rules—linear release over two years... the floor price was directly cut in half.

Review: Where did I go wrong? The mistake was not taking the approaching TGE seriously enough and being too optimistic about it. I subconsciously thought the TGE process was just the official team sending out the Checker link, checking in, and then selling.

In hindsight, what should have been done: There’s no way to predict what the project team will do. If I must say in hindsight, it would be to buy a few less, right? 🤣 After all, I just wanted to brush Wave...

GM☕️, I saw the results of the auction that $zama held last night before going to bed. I bid 0.035, and the final clearing price of the auction is 0.05. The auction probably failed as expected. But I don't think that's a bad thing.

My goal is to get cheap chips; if I can't get them, it's fine. If the final clearing price of the auction is the same as the current pre-market price, then participating in the auction isn't cost-effective.

If I really want to invest in this project, I can just gamble during the TGE. 🙏