Notes
赚钱的信息都在阳光下
其实很多时候crypto进行到现在这个程度,所谓的alpha也越来越少了,都是看得见的东西,无非是自己愿不愿意去尝试。
🌟对于sol链而言
最近无非是两个热点,一个 $AURA 一个 $USELESS .
前者拉起来只要分析出来花了那么多钱不会直接砸就敢冲,敢冲就敢赚,很简单的一个思路,不懂得可以看(https://t.co/k0r8NiU2c6)
而后者,就完全是个人魅力外加上整个 @bonk_fun 的大力支持,给足了时间,从10-40-5,足足一个月的时间,只要你想买都能参加。
无非是你不相信罢了。
如果你要说 @launchcoin 也是最近的热点,那我玩不下去了,因为前几天高点都没跑现在都跌回去了😂。
整体确实是玩不出来。
🌟对于 @base 而言
其实base上和eth差不多类似,都是小池子大市值,随便你拉拉盘就能拉起来了。
而且从 $KTA 带来的一波造富效应,让人有意思的开始关注那些莫名其妙的涨的东西,然后上周一堆人喊单也带来了关注度。
毕竟很多人都会觉得似乎你能抓住 $KTA 就能抓住 $GIZA $AAA $NOICE 等等一样。
但是其实最终还是得看到“基本面”的操作,在外加一些“注意力经济学”。
那些你看见的人,他们也是看见了别人在说,然后直接抄作业,传导性比较好。
尤其是 @CoinbaseWallet 说要直接打通链上和链下,你就猜能不能行吧。
这都是光明正大的东西,只要你去找wallet里会有什么,就一目了然了。
🌟对于 @ethereum 而言
整体都是cabal横行,你会发现永远喊一批meme的都是同一批人,而且中西方的区别是,东方只在上涨的时候喊,西方无论上涨下跌都喊,比较有道义。
所以还是得看资金量,确实是能闭着眼睛拉,然后又资金流入的可以玩,别管是什么骗局了。
最近的 $GRAY 就是这类的, @real_dr_pump 直接给我说官方完全无法使用,拼命fud但是还是涨了400%。
整个还是DeFi比较能吸引人来玩,毕竟DeFi乐高链。
🌟对于 @avax 而言
最近整个avax的难度比以前低了不少,可能是之前弄了一堆类似 $KTK $BLUM 等等恶心东方无法参加预售的,现在开始直接Fair Launch了。
从 @danielesesta 🥚🐕进场到处shill,再到 @crypto_Abao 深深布道整个链玩法也简单起来了,就是看丹狗的喜好,毕竟丹狗有钱😂。
🌟对于套利而言
现在最简单的套利就是在推特发表自己的观点成为kol,尤其是说一些稀奇古怪别人看不懂的东西。
最方便的套利就是和人交朋友,把朋友那听来的东西变成自己的,这样朋友的头衔就是你的头衔。
最粗暴的套利就是说最狂的话,这样能直接把受众区分开,筛选傻逼的不二之选。
没有什么套利比这个更简单的了,当然这个路可能不能立马见到钱,但是成本最低,损失的只有时间成本。
🌟对于 @virtuals_io
很多人都在教 @everythingempt0 @ethermage 如何做好virtual。
实质上很简单的一件事情,整个生态一直在变大,而很多人赚钱走了,并且lp是vir,却没下跌,已经很能说明问题了,至少抛压被吸收了。
赚钱吗,赚钱。
不满在哪,没办法赚更多。
但是Genesis Points本身就是黑匣子,你多去试试可能就不太一样的结果了。
目前测试最快回本周期7天,而且是在本金还在涨的情况下lol。
🌟还是那句话
玩就玩赛道龙头,亏了不是自己本事不行,是大环境不行。
你看买btc的人从来不说crypto傻逼,只有买山寨的我们说😭。
when we see a new runner when market is static, we tend to see it stall as the rest of the market heats up and there’s repricing.
Do not confuse this with weakness. People chase green candles. After a big run, $giza may need some consolidation around this area. That’s required for a new run. Even most altcoins have barely moved in this ETH pump.
when there’s a new innovator, it will keep attracting flows until it gets exhausted — and we aren’t there yet with everything they have cooking + promising BTC / ETH break outs

能明显地感受到在 @zachxbt 在昨天调查 $KTA 后的后遗症出来了。
整个 @base 分两种生态,一种是 @cbventures 的一种是 @virtuals_io 的。
今天是前者都开始回调,后者没受到很大的影响。
但是就看大家怎么想了,前几天还在后悔没有买够没上车的,现在又给机会了。
继续做一个知行合一的亏狗的一天。
Here it is. Time to seperate the the opportunists from the legit ones.
The trinity for agentic protocols on Base:
▫️ $GIZA | @gizatechxyz
▫️ $AXR | @AIxVC_Axelrod
▫️ $AION | @aion5100
Base ecosystem due for a correction. Time to seperate the opportunists from the real ones.
My bet: The trinity of agentic protocols:
$GIZA | @gizatechxyz
$AION | @aion5100
$AXR | @AIxVC_Axelrod
JamesX 的链上观察日记 🧙♂️ 第十期 6.9
这几天的币圈:有人在乐此不疲地谈论性病,有人在总胜率不足 2.5% 的 sol 赌场耗费心力,有人在 avax、base、ton 上面躺着赚钱。人人都有光明的未来。
下面是今天的链上项目回顾 + 新 alpha 机会浅谈👇
1️⃣ @virtuals_io (cc @sal_hotpot666 )
virtual 打新的收益进入回落期,但是这个市场就像农民种大蒜一样:大蒜价格贵,农民一股脑冲进来种,大蒜就便宜了,有人离场后第二年又贵起来。
人声鼎沸的 virgen 和 solace 结束后我清仓主动进入了冷静期;而现在无人问津,我决定再次进场。
作为散户要先思考庄家怎么赚钱:现在 virtual 团队是很希望飞轮继续转起来的,而不是打新的代币一进入黄锁期,卖出无惩罚后就迅速归零。
团队希望自己的平台能产出真正有价值的代币,而不是 defi 理财式的流水线垃圾币。
这样思路就很明确了
a. 抄底 $virtual
b. 找一些该平台真正有实力,甚至有可能和 coinbase 搭上线的代币,最好是即将进入黄锁阶段
$mamo
0x7300B37DfdfAb110d83290A29DfB31B1740219fE
$axr
0x58Db197E91Bc8Cf1587F75850683e4bd0730e6BF
c. 攒积分不参与乱七八糟的打新,等一票大的
2️⃣Base 其他机会
base 上面钱多、标的少、 $KTA 带来的天花板高,天时地利人和。
base 现在有三条主线
a. virtual 生态
b. coinbase 投资
c. farcaster 新玩法
一条主线抓对了,定价大概是 10-50m ,例如 $Giza $noise; 如果有两条主线重合可以看到 100m ,例如 $mamo
现在分析 base 链比较优秀的中文选手有@Sandlily163 @0x_CryptoAu @waiting027 @0xLuo
3️⃣ @ton_blockchain NFT
匪帮说唱明星 @SnoopDogg 在 5.17 高调宣布加入 ton NFT 市场,6.3 ton NFT 的交易量首次超过 eth NFT 交易量成为全网第一。
龙一 plush pepe 现报价 13200u。
这轮 nft 的玩法是购买之后可以挂到 TG 个人资料页,有点类似于 qq 秀。
推荐三篇优秀的投研文章
https://t.co/pWGuoTyU5l by:@yellen_2k
https://t.co/vvd9DZu29q by:@nanbeiblock
https://t.co/UASMKUsgGu by:@rich_adul
另外 ton meme 市场也可能承接 nft 的外溢情绪
https://t.co/lDSZY3fQxJ by:@lin_btc
4️⃣ @SaharaLabsAI X @buidlpad
Sahara 这次提前分配的代币的 30% 由社区创作者、撸毛拿到的半神持有者等共享,社区创作的部分已经在 6.7 停止提交了。
70% 分配给 kyc 提交者,6.8-6.11 这期间提交 kyc 申请,建议大家如果有买 kyc 的需求的话可以多找几个商家,分散一下被全体女巫的风险。
最近 @base 的风景挺好
知道的人都知道,从去年在base玩的时间远高于在sol玩的时间,主要的原因是玩不过sol的玩法,基本上在sol都是亏钱。
而本身在 @virtuals_io 赚了,就习惯性的买生态然后在base上耕作。
而莫名其妙的最近风也吹到了 @base 和去年sol/base一起发扬光大不同,现在是“此处风景不错”。
🌟 @base 基本上属于两边玩法。
一方面大家看着 @coinbase 投资,一方面大家研究 @virtuals_io 生态。
基本上也没有其他的东西可以看的。
就是看 @cbventures 干了哪些在链上TGE的项目,还有 @virtuals_io 上有什么背景不错但是市值不理想的项目。
🌟 @base 基本上都是FDV和MC不太一致的。
至少目前看无论是 $KTA 还是 $AAA $MAMO 等等,都是流通最多不足50%的项目,甚至还有流通只有10%的。
所以短期来看,还是当年 @SBF_FTX 玩的低MC高FDV的玩法。
🌟一定要有人喊单,没有人喊单就是无人问津。
很多项目,基本面并不是最近才发生变化的,而是风吹过来了,再加上有人开始喊单,大家都在追逐下一个 $KTA 。
正是 $KTA 给出了造富效应,大家才开始对 @base 所有的东西开始重新定价。
无论是 $GIZA $AAA $NOISC $MAMO 基本上面都没变化,变化的是 $KTA 变化的是对于市场的预估。
没人喊单,就没人知道,有人敢开始吹下一个 $KTA 就有人敢冲。
🌟投研直达 @0x_CryptoAu @real_dr_pump
现在00后卷的离谱,我当年这么大的时候只知道冲ico,白皮书是啥我都不知道😂,只知道打钱。
珍惜他们还没发财的时候,一发财就躺平了。
🌟我自己的玩法
我每天就去看涨幅榜,早上起来涨幅榜第一看看市值不大我就先买点,然后开始看看有没有人在cx,有人cx就再买一点,没人cx我就挂个单子就跑了。
我还是信资金炒作的,没由来的来盘是“不可能”的。
Base 生态系统项目分析:
$KTA 提供 Visa 级支付层
$GIZA 引入 zkML 智能代理
$TIG 优化算法竞赛
$MAMO 加密原生优质债券
$REI 融合 AI 与区块链
$NOICE tokenized 社交互动
base生态代币数量明显较少,更加专注于基本面

宣布下目前 @base 即将接力 $KTA 的。
$MAMO $GIZA $AAA $NOICE 😂。
都买了一丢丢,目前都浮盈的,希望大家不要和virtual一样狙击我,我买啥你们砸啥🤣。
thesis played out.
🚀 24H Top 5 Gainers on #KuCoin (June 4, 2025)
1. $BUBB (@bubbnb) - $0.0028 (+46%)
2. $PRO (@PropyInc) - $0.98 (+40%)
3. $ZEX (@ZetaMarkets) - $0.041 (+37%)
4. $MAX (@Matr1xOfficial) - $0.06 (+25%)
5. $GIZA (@gizatechxyz) - $0.265 (+24%)
#Ku24hour
Agentic protocols are the best bet for this cycle.
$EMP $GIZA
🚀 24H Top 5 Gainers on #KuCoin (June 2, 2025)
1. $FRM (@FerrumNetwork) - $0.0015201 (+104%)
2. $GIZA (@gizatechxyz) - $0.18789 (+56%)
3. $ASRR (@assisterr) - $0.3923 (+43%)
4. #L3 (@layer3xyz)- $0.06328 (+39%)
5. $SLC (@silencioNetwork)- $0.0000339 (+40%)
#Ku24hour
$GIZA yesterday announced their partnership with RE7. Not many understand how big this is.
👇🏻
> RE7 builds the infrastructure and provides the liquidity that a large part of DeFi runs on. They’re one of the biggest names in DeFi, and now they’re powered by Giza.
> They manage over $575M TVL, and are the backend for names like Morpho, Centrifuge, Kamino, and more. Even BlackRock’s BUIDL fund connects to DeFi through RE7 infra.
> This means Giza is now managing large amounts of assets for big institutions.
With a mc of only ~7M, this is one of the best r/r there currently is imho. Especially when u think of all the recent runners on Base.
Messy launch, adressed by the team as airdroppers selling and MMs issues.
Top team, t1 backers and already defi agent live. Listed on CEXs. Much more to come.
This will be my slow-cook play for ai agents as I believe a MC of 3.5M is highly mispriced.

Aped new launch $giza | @gizatechxyz
> DeFi agents protocol
> fkrst agent @0xARMAgeddon fully autonomous stable yield agg live and processed already ~$35M agentic volume.
> raised >5M including @cbventures. All vested for years.
> airdroppers dumped, 3.4M MC only atm
> top team




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🚀 24H Top 5 Gainers on #KuCoin (May 21, 2025)
1. $RIZ (@Rivalz_AI) - $0.0042 (+101%)
2. $PSTAKE (@pStakeFinance) - $0.0542 (+89%)
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You all know that stablecoin markets will be exploding to trillions.
More stablecoins mean more chances to get interesting yields.
There would be plenty of options for investors to generate yields.
Not all options would be great—some of them would be risky too.
People with information symmetry advantage and subject matter expertise will outperform others and optimise their stable yields.
People like us, who’ve got no skin in the game, would need someone who could beat those smart folks and scan the best yields for us 24x7—we’ll need an AI agent.
An AI agent which we could deploy easily, with the purpose of getting the best yield for us.
It all sounds very futuristic, right?
But what if I tell you that we do have a protocol which allows you to deploy such yield agents in a few clicks? Users have already deployed over 25K agents, which have outperformed market yields by delivering yields in the range of 7–9% over the past few months. These agents are now managing over $2.5M worth of value.
@gizatechxyz : one of the most useful protocols which delivers the best yields using AI-driven strategies. It selects and runs those strategies in the backend while you enjoy juicy yields on the front end.
Giza has launched $GIZA today—the token empowers the protocol with utilities like governance, staking, and liquidity. People who stake $GIZA for a longer period would also get boosted rewards.
Giza charges a 10% success fee on the yield generated. That means with $1B worth of TVL, the protocol could potentially make $5M–$6M in revenue each year. The TAM for such protocols is so huge that, if they manage to attract even 10% of the stablecoin supply onto their protocol—from institutional, retail, and protocol partners—they could potentially make $500M–$600M in revenue in the next 5 years.
And that’s how you could look at it when trying to make a speculative case whenever you do your due diligence
Disclaimer: I supported the Giza team by investing in their round, and I've shared my own investment notes here.

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