YaoXu

Recently, pay more attention to NFT-related topics.
BAYC's new operations have caused FP to continue rising, and APE is also increasing.
Mainnet NFTs will eventually incorporate new features for a second spring.
I mainly remain cautiously bearish on the market; large-cap blue chips are prone to dropping.
These days, I only bought what I consider to be a relatively high risk-reward Milady collection.

Recently, pay more attention to NFT-related topics.
BAYC's new operations have caused FP to continue rising, and APE is also increasing.
Mainnet NFTs will eventually incorporate new features for a second spring.
I mainly remain cautiously bearish on the market; large-cap blue chips are prone to dropping.
These days, I only bought what I consider to be a high risk-reward Milady collection.

Small donations to twenty accounts, the market's attention is all on this, hoping for a small chance that a local dog might airdrop. If not, consider it support for DeFi.

ARB yesterday froze the hacker's E, and I support it. After all, even ETH was forked into ETC for similar reasons. Decentralization isn't meant to make it easier for bad actors. Everyone who claimed the airdrop at that time won't forget this post—true transparency and sunshine.

By the way, here's an evaluation: DeFi has no issues and is the future. The current problem is that DeFi isn't decentralized enough; it mostly gets stuck on issues and vulnerabilities related to centralization, and at the same time, it can't enforce accountability and restrictions as effectively as centralized exchanges (CEX).

Keep observing 1 Will the US-Iran war further escalate or calm down 2 DeFi innovation consensus will still enter a period of stagnation and contraction in the medium to short term 3 The stability of cryptocurrencies related to the Trump family and political turmoil A bear market doesn't mean continuous decline, but frequent surges and big gains. A bear market is just low liquidity, and on-chain Alpha odds are higher, easier, and funds are more concentrated. Stay in the game.

$ASTEROID Recently focusing more on secondary markets, on-chain meme attention is not enough. I saw Elon Musk reply to those 8 questions an hour ago, after fully turning bearish on the market, he became risk-averse.

All long positions have been fully closed, and all spot holdings have been sold.

Wrongly stated, 0.092. Break below 0.049 to stop loss, break above 0.24 and I will consider taking profit depending on the situation.

0.92 bought some Dogecoin.
Not because this tweet suggests that the future crypto ecosystem on X will definitely benefit Dogecoin, but more because after seeing this tweet, I checked out Dogecoin and felt the risk-reward ratio was pretty good.

Organizing bookmarks. Missing Hyperliquid. Reflecting now, there are three main reasons: 1. The failure of dYdX made me feel that the DEX narrative was discredited. 2. At that time, various airdrops were shrinking. 3. Domains ending with xyz looked unworthy of attention. Looking back now: 1. On-chain DEX still has great potential. 2. The airdrop grabbing industry has indeed almost died out with the decline of VC tokens. 3. The crypto space is now seeing many projects using xyz domains, and it's not as shady anymore.

Looking at Binance push notifications, smart money is getting into SIREN. Market cap at 1B—I wanted to understand what new narrative this shitcoin has at such a high valuation, but it turns out it's just last year's SIREN. Checked Twitter and there's barely any discussion, probably means retail investors don't hold any bags yet.

Recently, on-chain activity has been low. I’m keeping my funds on Binance for a conservative 3.5% annual yield. I'm watching the secondary market for Bitcoin's movement after breaking through 70,000 and then dropping below 60,000; I won't touch it within this range. Currently, I rank over 400th in overall earnings on Polymarket. Let’s see if I can make it into the top 100 this year. Most of my energy is focused on researching the latest AI products and contemplating the future.

HOLDAI has launched a new coin, just run away. Self-diversion is the most classic scam feature in the crypto world. Unfortunately, this project still has some practicality. It would be great if it could go to zero and be taken over by the V2EX boss. Recently, the market is at a critical level, so I don't have much energy to watch these small opportunities.

Unexpectedly, the "bottoming out" with the least decline was ICP. Yesterday, the greed and fear index reached 5, but due to this wave of sharp decline, there were no obvious black swan events, mass liquidations, or capitulation events. Let's observe if there's a second attempt.

Buying the dip too early, got caught in the trap, but haven't hit the stop-loss yet. Still cautiously optimistic about the future market and holding. Regarding the tracks, currently focusing on Moltbook-related and ERC-8004 protocol-related projects. The single item I am more interested in is BSC's HOLDAI, but I entered at a low point, and after reposting cz, it moved higher. Today the market overall dropped significantly, but it remained stable, and it does have some practical use. I'm considering whether to buy back in, as the overall profit and loss ratio is still quite good.

Fully buying BTC, SOL, ICP, stop loss at 75,000, 100, 2.2. Hope the market can improve.

33m heavily invested in #HakiMi for three reasons: 1. Bitcoin will retest the 88,000 support; if it holds, it's a very good entry price. 2. CZ explicitly advised yesterday not to look for angles from his Twitter; he has said this before, but the coin listing team didn't cooperate. Yesterday, Alpha listed two completely unrelated coins, raising expectations for HakiMi. 3. As the Spring Festival approaches, some will bet on HakiMi keywords during the CCTV New Year's Gala, so they are positioning early. The main risk is a market oversell.