加密168
一级市场：Alpha投研；二级市场：中长线投资
USD1 Holder
High-Frequency Trader
8.5 Years
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314 Followers
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The gaming moment of $ESP has arrived, with a pre-market price of 0.07. Adding transaction fees for new investments doesn't yield profit. However, brothers, this time the TGE allows for refunds. Thus, a gaming point emerges: many people choose to refund, while Binance will choose to distribute the refunded tokens to those who did not refund. How will you choose between refunding and not refunding?
Creator activity in the square:
$VANRY used to help organize digital collectible exhibitions, but while doing so, realized that the frame is more reliable than the painting, which exists on someone else's server and can just disappear. In a fit of anger, they decided not to run the hall anymore and instead laid the foundation to build a chain themselves. The core is just two moves: to give digital assets an eternal 'gene sequence' that will never be lost, and to pair it with an AI steward that can understand it 🧠. The goal: to make blockchain learn to accommodate people, rather than making people accommodate blockchain. 🚀@Vanarchain #vanar
Creator activity in the square:
$VANRY used to help organize digital collectible exhibitions, but while doing so, realized that the frame is more reliable than the painting, which exists on someone else's server and can just disappear. In a fit of anger, they decided not to run the hall anymore and instead laid the foundation to build a chain themselves. The core is just two moves: to give digital assets an eternal 'gene sequence' that will never be lost, and to pair it with an AI steward that can understand it 🧠. The goal: to make blockchain learn to accommodate people, rather than making people accommodate blockchain. 🚀@Vanarchain #vanar
How to use AI to navigate the cryptocurrency market with ease
The cryptocurrency market may be the area that needs AI the most, yet is also the most susceptible to being misled by AI.
On one hand, 7×24 hours of continuous trading, information overload, and the mix of emotions and news put extreme pressure on human energy, discipline, and cognition. On the other hand, the vast majority of people use AI in a way that simply asks, 'Can you take a look at this coin?' — what they often receive is vague advice, or even harmful misguidance.
The true AI leverage is not about having AI make decisions for you, but rather having AI execute, filter, backtest, manage risk, and review for you. You remain the architect of the big picture and the final decision-maker, but all the time-consuming, emotionally draining tasks that should be handled by cold-blooded machines are handed over.
On one hand, 7×24 hours of continuous trading, information overload, and the mix of emotions and news put extreme pressure on human energy, discipline, and cognition. On the other hand, the vast majority of people use AI in a way that simply asks, 'Can you take a look at this coin?' — what they often receive is vague advice, or even harmful misguidance.
The true AI leverage is not about having AI make decisions for you, but rather having AI execute, filter, backtest, manage risk, and review for you. You remain the architect of the big picture and the final decision-maker, but all the time-consuming, emotionally draining tasks that should be handled by cold-blooded machines are handed over.
Vanar's true empowerment of creators
Last week I had a drink with my childhood friend, and he told me something that made me feel quite uncomfortable.
He is making independent games with a small team of five people. After two whole years, they released a pixel-style puzzle game on Steam, which received good reviews, but the money they earned is just enough to pay salaries. What really bothers him is that there is a character in the game, a blue-haired fox, that players love. There are countless fan art pieces, and some fans even use it to create emojis and print T-shirts. He said, "You know, this thing was created by us, but we can't control where it goes. It became popular; does it have anything to do with us? No. It was taken and printed on clothes to make money; can we get a share of that? No."🦊💔
He is making independent games with a small team of five people. After two whole years, they released a pixel-style puzzle game on Steam, which received good reviews, but the money they earned is just enough to pay salaries. What really bothers him is that there is a character in the game, a blue-haired fox, that players love. There are countless fan art pieces, and some fans even use it to create emojis and print T-shirts. He said, "You know, this thing was created by us, but we can't control where it goes. It became popular; does it have anything to do with us? No. It was taken and printed on clothes to make money; can we get a share of that? No."🦊💔
Post-it Notes of Life Plasma
My childhood friend Lao Zhang has been doing foreign trade in Yiwu for almost ten years, mainly dealing with small commodities to Brazil. What did he fear the most in previous years? It wasn't bargaining, it wasn't shipping schedules, it was getting paid💸.
The clients over in Brazil, it's not that the money can't be sent, it's that it arrives but gets 'peeled away'. For a shipment worth twenty thousand dollars, if it goes through normal banking channels, at least three to five percent is lost, and with exchange rate fluctuations, the money gets thinner while sitting in the store. What's even more frustrating is the delay; they say 'the payment has been made' while we wait three to four days, which is common. The client pushes for shipment, he pushes the bank, and both sides end up feeling like fools😫.
The clients over in Brazil, it's not that the money can't be sent, it's that it arrives but gets 'peeled away'. For a shipment worth twenty thousand dollars, if it goes through normal banking channels, at least three to five percent is lost, and with exchange rate fluctuations, the money gets thinner while sitting in the store. What's even more frustrating is the delay; they say 'the payment has been made' while we wait three to four days, which is common. The client pushes for shipment, he pushes the bank, and both sides end up feeling like fools😫.
The activity reward annualized percentage rate (APR) of $USD1 is as high as 15.13%, which is considered a very high return. A higher financial management activity started today, $U in the Binance wallet has the financial management official stating that the annualized rate is as high as 20%. The first phase staking pool rewards 70,000, and the lending pool shares 10,000. I calculated the staking pool, based on the current circulation of 710 million U, if all staked in, the daily return for 10,000 is 9.859 U, after 7 days it would be 69 U, and the annualized rate is far greater than 20%. If circulation increases during this period, it will gradually decrease. There is also a second phase of 120,000, which will start synchronously after the first phase ends, looking forward to it.
@Plasma $XPL #plasma has made new breakthroughs, the barriers between reality and the blockchain are slowly being bridged, the team is very strong, steadily progressing step by step.
@Plasma $XPL #plasma has made new breakthroughs, the barriers between reality and the blockchain are slowly being bridged, the team is very strong, steadily progressing step by step.
A Family Gathering Reveals Vanar
Last weekend at the family gathering, my uncle suddenly poured out his troubles to me.
A few years ago, he became obsessed with digital collectibles, spending nearly 20,000 to buy a limited edition 3D sculpture, which is a mechanical panda. It's pretty cool, and he used it as his avatar to show off everywhere. However, last month, the platform adjusted, and the link became invalid, turning the panda into a gray block. He said he contacted customer service, but they told him, 'Server migration, data was not retained.' 20,000 yuan, bought a memory of 'once owned.' 😤
I was unsure how to respond when my cousin interjected. She works in operations at a mall and said their brand also wants to create NFT membership rights, with the boss urging them to 'go on-chain, go on-chain.' As a result, she searched for service providers, but either the quotes were ridiculously high or they told her, 'You need to set up a wallet first.' After hearing that, she waved her hand directly: 'Let consumers set up their own wallets? That’s not called membership, that’s called an exam.' 📱
A few years ago, he became obsessed with digital collectibles, spending nearly 20,000 to buy a limited edition 3D sculpture, which is a mechanical panda. It's pretty cool, and he used it as his avatar to show off everywhere. However, last month, the platform adjusted, and the link became invalid, turning the panda into a gray block. He said he contacted customer service, but they told him, 'Server migration, data was not retained.' 20,000 yuan, bought a memory of 'once owned.' 😤
I was unsure how to respond when my cousin interjected. She works in operations at a mall and said their brand also wants to create NFT membership rights, with the boss urging them to 'go on-chain, go on-chain.' As a result, she searched for service providers, but either the quotes were ridiculously high or they told her, 'You need to set up a wallet first.' After hearing that, she waved her hand directly: 'Let consumers set up their own wallets? That’s not called membership, that’s called an exam.' 📱
Plasma has been completely understood by my cousin
After that money from my cousin arrived home with a "whoosh", I have been thinking about this Plasma matter. Last time we talked about how it is backed by big players and has clever technology, but the native token XPL seems to have a bit of a conflicting nature. Now, as we reach mid-February, I took another look at this project—hey, it hasn't been quiet for the past two months, several things have come together, and it's worth discussing for another ten bucks.🧐
Let me start with a slap in the face. I previously wondered if its TVL was rising sharply, was it just inflated? As a result, a few days ago, DefiLlama's data showed that the money locked on the Plasma chain directly hit $4.947 billion—what does that mean? It has surpassed Coinbase's darling Base chain, surging 40% in 24 hours. With this growth rate, it's not something that can be explained by "having a mine at home"; there are indeed people using it as a daily runway. Just think about it, Base is backed by Coinbase, has traffic and resources, yet a newcomer has overtaken it—who would have believed this six months ago? So, it shows that nowadays, it's not about your background; it's about whether you can solve problems that others are too lazy to deal with, but are genuinely troublesome.💼
Let me start with a slap in the face. I previously wondered if its TVL was rising sharply, was it just inflated? As a result, a few days ago, DefiLlama's data showed that the money locked on the Plasma chain directly hit $4.947 billion—what does that mean? It has surpassed Coinbase's darling Base chain, surging 40% in 24 hours. With this growth rate, it's not something that can be explained by "having a mine at home"; there are indeed people using it as a daily runway. Just think about it, Base is backed by Coinbase, has traffic and resources, yet a newcomer has overtaken it—who would have believed this six months ago? So, it shows that nowadays, it's not about your background; it's about whether you can solve problems that others are too lazy to deal with, but are genuinely troublesome.💼
The first phase of the alpha blind box event has ended, and I didn't score enough to participate... Which ones did my brothers get?
BTG earnings 27
NAORIS earnings 33.6
ARTX earnings 32.7
The value difference of the blind boxes isn't significant, it just depends on which one can withstand the selling pressure.
I hope everyone has a good return, let's go!
It is said that there will be a new coin airdrop tomorrow, the token is called IP, let's see if we can get some.
$BNB is already over 500, participating in the following TGE should be no problem, right?
@Vanarchain $VANRY #vanar
BTG earnings 27
NAORIS earnings 33.6
ARTX earnings 32.7
The value difference of the blind boxes isn't significant, it just depends on which one can withstand the selling pressure.
I hope everyone has a good return, let's go!
It is said that there will be a new coin airdrop tomorrow, the token is called IP, let's see if we can get some.
$BNB is already over 500, participating in the following TGE should be no problem, right?
@Vanarchain $VANRY #vanar
Binance is showering everyone with Spring Festival red envelopes!!! Millions of dollars in red envelopes to be claimed daily, everyone can participate. Hurry up, hurry up, start claiming now, money is coming! I received 5.88 dollars, now I can add another dish for the New Year's Eve dinner.
@Plasma $XPL #Plasma The project itself has a good narrative, keep an eye on it for future layouts, just in case it takes off.
@Plasma $XPL #Plasma The project itself has a good narrative, keep an eye on it for future layouts, just in case it takes off.
Yilihua's suicidal liquidation? High leverage gamble or capital manipulation?
Regarding Yilihua's operation, based on the current publicly available blockchain data and information, this resembles a classic investment failure case caused by the combination of high leverage and extreme market conditions, rather than a premeditated complex 'big picture.'
Core facts of the event: A textbook 'leverage disaster'
1. Core operation and results
Extreme leverage: His team (Trend Research) used Aave to collateralize ETH, borrowed nearly $1 billion in stablecoins, and then repeatedly bought ETH, creating an ultra-high leveraged long position.
Complete liquidation: To cope with the plummet, within just a few days, approximately 630,000 ETH were transferred to Binance, leaving only about 21,000 ETH on-chain, a proportion exceeding 96%, an action far beyond what simple deleveraging would require.
Core facts of the event: A textbook 'leverage disaster'
1. Core operation and results
Extreme leverage: His team (Trend Research) used Aave to collateralize ETH, borrowed nearly $1 billion in stablecoins, and then repeatedly bought ETH, creating an ultra-high leveraged long position.
Complete liquidation: To cope with the plummet, within just a few days, approximately 630,000 ETH were transferred to Binance, leaving only about 21,000 ETH on-chain, a proportion exceeding 96%, an action far beyond what simple deleveraging would require.
A Brief Discussion on Vanar's V1.4 Update
🧩 Lightweighting the blueprint: Creating an entry point for 'digital memory'
Previously, when we discussed Vanar, its 'AI-native' and 'five-layer architecture' blueprint sounded grand but distant. Now, Neutron is bringing the core concept of 'semantic memory layer' to life through an extremely specific consumer application—a 'second brain' that can save, search, and converse anytime, anywhere.
This idea is very clever:
1. Lowering the threshold for experience: You don't need to understand blockchain, or even know about Vanar Chain, to first use the core functionality of 'memory on chain' (files are converted into AI-understandable 'Seeds' and stored). This is about driving traffic for the future and cultivating user habits.
Previously, when we discussed Vanar, its 'AI-native' and 'five-layer architecture' blueprint sounded grand but distant. Now, Neutron is bringing the core concept of 'semantic memory layer' to life through an extremely specific consumer application—a 'second brain' that can save, search, and converse anytime, anywhere.
This idea is very clever:
1. Lowering the threshold for experience: You don't need to understand blockchain, or even know about Vanar Chain, to first use the core functionality of 'memory on chain' (files are converted into AI-understandable 'Seeds' and stored). This is about driving traffic for the future and cultivating user habits.
Plasma is slowly getting better
Recently, a childhood friend of mine who does small commodity wholesale in Southeast Asia suddenly started chatting with me on WeChat, saying he discovered a 'remittance artifact' 🤯. He said that when paying domestic suppliers, he used a new gadget that almost arrives 'instantly' and has such low fees that you hardly notice. I was thinking to myself: Is this reliable? Could it be some new type of scam? Out of curiosity, and also feeling a bit anxious for him, I decided to check out what he mentioned — Plasma.
Upon looking at it, I found that what it wants to do is actually quite simple. It wants to be a 'SF Express for global transfers' ✈️. When we usually use banks for international transfers, it's like asking the post office to send an important letter; the process is slow, involves many hands, and has multiple fees. This Plasma guy plans to build his own 'delivery network' specifically to transport packages called 'digital dollars' (like USDT). Its core selling points are just two words: 'fast' and 'saving'. It claims to achieve zero fees and instant arrival, which is incredibly attractive for a small business owner like my friend who needs to rotate funds every minute.
Upon looking at it, I found that what it wants to do is actually quite simple. It wants to be a 'SF Express for global transfers' ✈️. When we usually use banks for international transfers, it's like asking the post office to send an important letter; the process is slow, involves many hands, and has multiple fees. This Plasma guy plans to build his own 'delivery network' specifically to transport packages called 'digital dollars' (like USDT). Its core selling points are just two words: 'fast' and 'saving'. It claims to achieve zero fees and instant arrival, which is incredibly attractive for a small business owner like my friend who needs to rotate funds every minute.
The new Alpha airdrop mechanism is here, and the first phase of the event starts tomorrow, costing 15 points. I researched this new mechanism a bit; to put it simply, it's a blind box, containing tokens from several projects within one event. It depends on which one you draw; some are valuable and some are not. That's basically the idea. It seems there are no thresholds, so the consumption of points will be faster.
Brothers, what do you think?
@Vanarchain $VANRY #vanar updated to v1.4, with new routes, and perhaps the future will be better.
Brothers, what do you think?
@Vanarchain $VANRY #vanar updated to v1.4, with new routes, and perhaps the future will be better.
Bull and Bear Cycles: A Veteran's Survival and Seeding Philosophy
In 2017, I just entered the circle, young and impetuous, feeling like I was the chosen one. I was fully invested in altcoins, using three times leverage, dreaming of a hundredfold return. What happened? A wave of plummeting prices wiped my account clean. That feeling was not just painful; it felt like my soul was gone. I locked myself in a room for three days and finally understood one truth: in a bear market, being alive is more important than anything else.
So, heed my advice:
Unleash the leverage, immediately, right now! No matter how much you are losing, cutting losses now is like amputating a finger; holding on might just lead to losing your head. I have seen too many skilled traders, experts in technical analysis, ultimately perish due to the chain reactions of leverage.
So, heed my advice:
Unleash the leverage, immediately, right now! No matter how much you are losing, cutting losses now is like amputating a finger; holding on might just lead to losing your head. I have seen too many skilled traders, experts in technical analysis, ultimately perish due to the chain reactions of leverage.
Here it comes, Alpha Big Hair has finally arrived. Tonight from 8:00 PM to 10:00 PM, Binance Wallet Pre Tge will launch Espresso (ESP). Although the market is sluggish, past Pre Tge events have all been above 100u for Big Hair, so this one should be no exception, right? I suggest everyone borrow 3 of $BNB to participate, as this minimizes wear and tear. About this project, it was launched on Kaito over six months ago, led by a16z, and this time the Pre Tge is expected to go live on the spot. Finally, I can partake in Big Hair with my score of 222 before the New Year. Brothers, don’t hold back your scores; if you can eat, just eat.
The Binance Square Mouth Lick Activity $XPL is about to end soon. In the future, if there are other projects, everyone can participate; after all, it's just a matter of talking a bit, like introducing @Plasma , which is a stablecoin payment infrastructure that offers free USDT transfers for privacy payments. Just a simple introduction to spread the knowledge is enough. #plasma
The Binance Square Mouth Lick Activity $XPL is about to end soon. In the future, if there are other projects, everyone can participate; after all, it's just a matter of talking a bit, like introducing @Plasma , which is a stablecoin payment infrastructure that offers free USDT transfers for privacy payments. Just a simple introduction to spread the knowledge is enough. #plasma
Vanar is like a seasoned player in the dating scene
Speaking of Vanar Chain, it reminds me of something. Not long ago, I went to a friend's house, and he proudly showed me an NFT on his phone, claiming it was a digital version of a famous painting, and it was very expensive. I took a look, and it was just a link to an image. He swiped a few times, and suddenly the page wouldn't load—'404 Not Found.' My friend's face turned pale; it felt like buying a gilded frame, only to find that the painting inside had disappeared 🖼️… I guess the guys at Vanar have experienced this before.
Vanar's predecessor was involved in digital collectibles, called Terra Virtua. Back then, they must have been scolded by users: What are you selling? Just a 'frame' and a 'receipt' that could disappear at any moment? This frustration became their motivation for later 'flipping the table.'
Vanar's predecessor was involved in digital collectibles, called Terra Virtua. Back then, they must have been scolded by users: What are you selling? Just a 'frame' and a 'receipt' that could disappear at any moment? This frustration became their motivation for later 'flipping the table.'
Seeing the Essence of Plasma Through Life
My cousin works in Italy, and it used to be a headache for him to send money home every month. The bank fees would take a big chunk out, and it would take at least three or four days for the money to arrive. When the family urgently needed cash, it could really be nerve-wracking💔. Last year, he mysteriously told me that now there's a new gadget that makes the money 'whoosh' home without any fees. I looked at it, and it was called 'Plasma,' which felt very sci-fi🔮.
Later, I thought about it, and what this project does is actually very practical. It aims to be a dedicated 'digital dollar highway.' When you transfer using USDT now, it's like driving a sports car on a busy national highway during rush hour—there's traffic (network congestion) and it's costly (high gas fees). Plasma has built its own dedicated road, allowing stablecoins like USDT to race freely, claiming that there are no tolls and you can pass the toll booth in seconds🚗💨. For someone like my cousin, this is a tremendous benefit.
Later, I thought about it, and what this project does is actually very practical. It aims to be a dedicated 'digital dollar highway.' When you transfer using USDT now, it's like driving a sports car on a busy national highway during rush hour—there's traffic (network congestion) and it's costly (high gas fees). Plasma has built its own dedicated road, allowing stablecoins like USDT to race freely, claiming that there are no tolls and you can pass the toll booth in seconds🚗💨. For someone like my cousin, this is a tremendous benefit.
What about today's alpha? What about today's major project TGE? Is it going to hang at zero again? Or is there a midnight raid planned? It seems like an old coin raid, with a threshold of about 241 points and an estimated return of about 30u. My poor score can't make it, I'll let the brothers have it. I just opened the website and saw that the active number of alpha has dropped to 180,000+. Shouldn't we have a super big毛 to boost morale? A few days ago, everyone said there was a big project TGE today. I checked, and the project party changed the time because the market outlook was not good. This is also fine, otherwise, it would have become a small毛 again.
Binance Square's mouth was originally a pretty high return at $VANRY , but now it has dropped to not much left. However, thinking about VANRY not only has a very low fixed Gas fee and serves as network fuel for staking participation, but it's also the key to unlocking on-chain AI tool subscriptions. Although it has dropped about 98% from its historical high, it is still worth looking forward to. What if it suddenly pulls a big one, wouldn't that turn a small毛 into a big毛? @Vanarchain #vanar
The number of alpha employees is so low now, let's have a big毛 soon.
Binance Square's mouth was originally a pretty high return at $VANRY , but now it has dropped to not much left. However, thinking about VANRY not only has a very low fixed Gas fee and serves as network fuel for staking participation, but it's also the key to unlocking on-chain AI tool subscriptions. Although it has dropped about 98% from its historical high, it is still worth looking forward to. What if it suddenly pulls a big one, wouldn't that turn a small毛 into a big毛? @Vanarchain #vanar
The number of alpha employees is so low now, let's have a big毛 soon.
Second wave of altcoin layout:$AAVE , core advantages as a leading lender, possessing the strongest liquidity and network effects, has been adopted by multiple well-known institutions. From flash loans to V4, it demonstrates strong technical iteration and product delivery capabilities. The three major strategies of V4, RWA, and mobile provide clear growth paths from technical, asset, and user dimensions respectively. The project party has also used protocol earnings for market repurchase.
Yesterday, the first wave of altcoin layout shared, $XPL , accounted for a full 80% of the total locked value with Aave alone. As the top "traffic star" in the DeFi field, Aave has brought instant, massive credit endorsement and real capital to this new chain, Plasma. Meanwhile, Plasma provides Aave with an extremely optimized performance arena focused on stablecoins and payments. This has created a strong "flywheel effect" of collaboration.
@Plasma #plasma
Yesterday, the first wave of altcoin layout shared, $XPL , accounted for a full 80% of the total locked value with Aave alone. As the top "traffic star" in the DeFi field, Aave has brought instant, massive credit endorsement and real capital to this new chain, Plasma. Meanwhile, Plasma provides Aave with an extremely optimized performance arena focused on stablecoins and payments. This has created a strong "flywheel effect" of collaboration.
@Plasma #plasma
17-year veteran once again experiences the bull-bear cycle!!! Is BTC rebounding or reversing??? The dollar-cost averaging plan has begun to be implemented!!!
The market crash has arrived as expected, the eternal bull market of BTC has been broken, and the four-year cycle still exists, !!!
On February 6, Bitcoin plummeted to 60000, the fear index fell to historical level 5, and a huge trading volume was released. After an excessive drop, there must be a rebound, and then a 20% increase followed.
The market has rebounded to now, and many people will ask if 60,000 is the bottom of this round of decline? Is the market going to reverse? No, this wave of the market is most likely a rebound, not a reversal; this is just a stage bottom.
According to historical patterns, the bull-bear transition of Bitcoin will have a very large drop, with previous rounds dropping 70-80%. Currently, it has already fallen below 50%. The drop is not a one-step process; it is all about repeated fluctuations downward. Since it has been determined that the bear market has arrived, the upcoming time will be a moment of suffering. After a sharp decline, there will inevitably be a long period of sideways fluctuation. If the main players do not wash out the market, how can we expect to welcome a major upward wave? There will be rebounds, but overall, it is still likely to attempt to find the bottom amidst fluctuations.
On February 6, Bitcoin plummeted to 60000, the fear index fell to historical level 5, and a huge trading volume was released. After an excessive drop, there must be a rebound, and then a 20% increase followed.
The market has rebounded to now, and many people will ask if 60,000 is the bottom of this round of decline? Is the market going to reverse? No, this wave of the market is most likely a rebound, not a reversal; this is just a stage bottom.
According to historical patterns, the bull-bear transition of Bitcoin will have a very large drop, with previous rounds dropping 70-80%. Currently, it has already fallen below 50%. The drop is not a one-step process; it is all about repeated fluctuations downward. Since it has been determined that the bear market has arrived, the upcoming time will be a moment of suffering. After a sharp decline, there will inevitably be a long period of sideways fluctuation. If the main players do not wash out the market, how can we expect to welcome a major upward wave? There will be rebounds, but overall, it is still likely to attempt to find the bottom amidst fluctuations.
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