Notes
😧开搞钓鱼佬找鱼中😯
要去有鱼的地方,而不是去人少的地方,哪里有鱼去哪儿。
🌟故事性感叙事感人
看到最近大家各种冲 @openclaw 相关的东西,只想说确实是故事不错叙事很好,但是问题来了这些和 @openclaw 有啥关系呢?
都是没有任何应用的memecoin,如果你只是说传唱度的话,那就是和以前的 $GOAT $FARTCOIN 等等毫无区别。
如果你说是应用币,那可就真的来劲了,毕竟叙事叠加了。
但是最终能怎么样还是得看“合力”的作用。
🌟他喊的和你认为的可能不是一个东西
昨天 @naval 喊了一嘴moltbook,直接应激反应来了,直接把 $MOLT 给拉起来了。
所以纳瓦尔在喊的就是咱们买的 $MOLT 对吧,没错吧,所以为什么才38M为什么还没380M?
或许这就是先信卖给后信的东西吧。
老老实实记住最宏大的故事割最多的人,你永远不知道别人的真实想法😭。
傻瓜,纳瓦尔在给你喊单呢!
🌟反身性和看本质
拿一个最近的行情举例就挺有趣的,昨天全网一大堆人看跌破70000,然后理华降杠杆,币安买入,全是看起来的情绪低点了。
钓鱼只去有鱼的地方,人多人少不要紧,重要的是有鱼!,直接开始新的叙事了,一大堆人开始喊起来这是唯一能对抗 !! 的存在了,再叠加昨天新出的hipe4等东西,似乎还不错。
反正就是本质的问题,有人喊有人带头冲,在所有人都还在疑惑还在思考还在迷茫的时候,你已经上车了,当他们回过神来开始冲的时候,你已经浇给ta了,毕竟本质还是炒🤣。
当各个群都开始喊hype生bn死的时候,大概率也就到顶了,毕竟其实bn的操作体验还是强过hype的,不要硬尬。
🌟找鱼找鱼找鱼
钓鱼只去有鱼的地方,人多人少不要紧,重要的是有鱼!!!重要的是有鱼!!!重要的是有鱼!!!
重要的事情说三遍。
美股有鱼去美股,贵金属有鱼去贵金属,crypto有鱼去crypto,不要天天只想着等鱼突然冒出来,要主动去找鱼,当你找不到鱼的时候,你可能就是鱼,就好像我一样😭。
没有鱼就别钓鱼,钓鱼就要去有鱼的地方。
安心等鱼多呗,我王多鱼,就是多鱼!

一组来自CoinGecko的数据。
加密市场的归零项目数量逐年攀升,2021年仅约 2,500 个,而 2024 年猛增至 138 万个,2025 年共有 1,160 万个。
尤其是从pump. fun爆火开始。
如果还不够直观,大概加密每天失败31,781个项目,每分钟就有22个项目归零。
虽然这组数据更像是在衡量DEX 时代超低门槛发币带来的 token生存与归零,但是吸收掠夺的流动性却是实实在在的。
GeckoTerminal对归零项目的定义除了接近极低市值外,也包括曾经至少有过 1 笔交易,但后来不再活跃交易的项目。
其中项目的死亡高峰期没有意外的,就是2025年第四季度,大概有770 万个项目归零
同时也能看出项目真正的爆发年自2022年开始,因为2022年归零的项目是21年的80多倍。
一组来自CoinGecko的数据。
加密市场的归零项目数量逐年攀升,
2021年仅约 2,500 个,而 2024 年猛增至 138 万个,2025 年共有 1,160 万个。
尤其是从pump. fun爆火开始。
如果还不够直观,大概加密每天失败31,781个项目,每分钟就有22个项目归零。
虽然这组数据更像是在衡量DEX 时代超低门槛发币带来的 token生存与归零,但是吸收掠夺的流动性却是实实在在的。
GeckoTerminal对归零项目的定义除了接近极低市值外,也包括曾经至少有过 1 笔交易,但后来不再活跃交易的项目。
其中项目的死亡高峰期没有意外的,就是2025年第四季度,大概有770 万个项目归零
同时也能看出项目真正的爆发年自2022年开始,因为2022年归零的项目是21年的80多倍。
马斯克重拳出击,
嘴撸和yaps被封禁,
说好的人人都是kol的时代呢?

这一轮反弹哪些板块跟随BTC上行?
把最近每一次反弹大概率都会跟涨的币种整理成了一个BTC跟涨篮子供参考。
大盘: $ETH / $SOL / $XRP / $BNB / $AVAX / $ADA / $BCH 。
DeFi: $AAVE / $LINK / $UNI 。
Meme: $DOGE / $PEPE / $SHIB / $BONK / $WIF / $PENGU / $FARTCOIN 。
新兴: $SUI / $TAO / $WLFI 。
L2: $OP / $ARB 。
平台币: $OKB / $BGB / $GT / $BNB 。
🤝🤝🤝🤝
Educational content 👌🏻 the key of the market (retweet and like very appreciated)
Inefficiency👈🏻 (below Exemple last my trade $FARTCOIN and $CRV )
When we talk about market inefficiencies, many people think of something technical, mathematical, almost scientific.
In reality, it is extremely simple: the market is not a perfect machine, it is a place where human beings, algorithms programmed by human beings, different interests, different times and different emotions come together.
Prices do not move because 'it is right'.
They move because someone buys, someone sells, someone is late, someone is afraid, someone is euphoric, someone is forced to do something at that moment even if they do not want to.
All this creates small imbalances all the time.
Sometimes the market rises too quickly because everyone wants to get in at the same time, driven by the fear of being left out.
Sometimes it falls too much because everyone wants to get out at the same time, driven by the fear of losing.
Sometimes it moves in a strange, sideways, nervous way, just to seek liquidity, to find orders on the other side, to trigger stops, to allow those with large positions to get in or out.
In all these moments, the price is not telling the truth about the value of something.
It is only telling a story of pressure, haste, fear, obligation, excess.
That is inefficiency.
It is not an error in the human sense of the term, it is an error in the sense of balance.
It is the market that temporarily loses the alignment between real supply and demand and shifts too far to one side.
The trader's job is not to predict what will happen tomorrow.
It is not to know the news first.
It is not to guess the top or the bottom.
The trader's job is to recognise when the market is out of balance.
When it is too heavily weighted on one side.
When everyone is doing the same thing.
When the movement is no longer healthy but forced.
And that is why real trading is boring.
Because you spend most of your time waiting.
Waiting for the market to overreact.
Waiting for the price to be pushed where it makes no sense to push it.
Waiting for someone to make a mistake out of haste, fear, greed or obligation.
And only then do they enter, calmly, with little risk, with a clear invalidation.
Most people lose money because they always want to be in a position, always in something, always part of the movement.
But the market does not offer opportunities all the time.
Opportunities only arise when there is imbalance. When you understand this, you stop chasing the price.
You stop reacting to every candlestick.
You stop feeling the need to do something just because the market is moving.
It's not about being smarter than the market.
It's about being more patient than its inefficiencies.
And being ready when they arrive.
Thx for the reading 👋🏻👌🏻


盘点三大永续 DEX 的 Meme 版图(下)
一、三家的 上币哲学
🔹Hyperliquid:Hyper生态扶持+更多Meme覆盖
🔹Aster:BNB生态为主
🔹EdgeX:基本只有蓝筹
二、那 MemeMax 会先上哪些?
MemeMax 的机制决定了:越能拉动交易量、越适合 AI 风控、越能触发回购 $M 的币,上得越早
基于这三家上币规律,我分三档预测👇
🔹第一档:MemeCore 自家生态的 Meme: $SATO (官方吉祥物)、 $MXT (MemeKathon 孵化项目)
🔹第二档:标准的蓝筹Meme,也最容易带自然交易量: $DOGE / $PEPE/ $WIF/ $BONK/ $POPCAT/ $GOAT/ $PNUT
🔹第三档:根据 Aster / Hyper 的大盘生态可能做联动活动:
- BNB 系: $ADOG / $PUP / $BIANLIFE
- Hyper 系: $PURR / $JEFF / $HFUN / $POINTS
#MemeMax #MemeCore #Airdrop #MemeEconomy @MemeMax_Fi #Hyperliquid #Aster #EdgeX @edgeX_exchange
$M
+1.22%
$SATO +4.13%
$MXT $DOGE +1.37%
$PEPE +0.5%
$WIF -0.65%
$BONK +0.44%
$POPCAT +1.76%
$GOAT -3.55%
$PNUT +0.51%
$ADOG -10.09%
$PUP -1.39%
$BIANLIFE $PURR -16.84%
$JEFF $HFUN -6.51%
$POINTS $SHIB -1.04%
$ACT +0.9%
$SPX +1.9%
$FARTCOIN +0.67%
$MOODENG +0.22%
$HIPPO +1.88%
$TRUMP +0.51%
$MELANIA +1.58%
$SZN -1.98%
$WBULL +2.61%
$BOME -0.55%
盘点 Hyper / Aster / EdgeX 的 Meme 版图(上)
三大永续 DEX 如何打造自己的 Meme 策略?以及对 @MemeMax_Fi 上币的猜测
🔸一、Hyperliquid:全网最全的 Meme 合约
1)原生Meme现货:只能在 Hyper 交易
- $PURR :Hyper 图腾(等于该生态的 DOGE)
- $JEFF $HFUN :早期核心文化币
- $POINTS :积分衍生类 Meme
2)永续合约:几乎覆盖所有热点 Meme
- 蓝筹: $DOGE / $SHIB / $PEPE / $WIF / $BONK
- AI: $GOAT / $ACT / $SPX / $FARTCOIN
- 动物园: $MOODENG / $PNUT / $HIPPO / $POPCAT
- 政治: $TRUMP / $MELANIA
🔸二、Aster:玩BNB生态Meme必备
Aster 的思路:BNB 系 + 本地 Meme IP 的双轨生态
1)Aster 自家 / 币安文化 Meme
- $ADOG :官方深度绑定的 生态狗
- $PUP (BNB 狗)
- $SZN (BNB Meme Season 概念)
- $BIANLIFE (币安人生):中文区Meme龙头
- $WBULL :公牛概念 Meme
2)Meme 永续合约:只上主流 $DOGE/ $PEPE / $WIF / $BOME
🔸三、EdgeX:保守策略,深度和稳更重要
三家里面唯一有Meme板块分类的DEX Perp,是最保守的
1)蓝筹 Meme: $DOGE / $SHIB / $PEPE
2)Solana 梯队: $WIF / $BONK
3)量大才上: $GOAT/ $PNUT ,要求代币在 Hyper等连续几天交易量处于全网前列
#MemeMax #MemeCore #Airdrop #MemeEconomy @MemeMax_Fi #Hyper #Aster #EdgeX @edgeX_exchange

Hot air rises rapidly
We closed Fartcoin for a 35% gain with the gang @WealthGroup

HTX Top Gainers Today 🚀
🔹 A8 +83%
🔹 $GRASS +40%
🔹AVAIL +21%
🔹 $FARTCOIN +20%
🔹KITE +10%
🔹FET +9%
Who’s catching the next wave? 🌊
@Ancient8_gg @FartCoinOfSOL

When I explain a lot about something / better you should get an attention to it.
$RELO just made a new price discovery and it feels like nothing because the potential / virality of this tech is massive.
HIGHER

Called $RELO back at 320k MC in my TG community, now sitting above 1.2m mc and dropping some serious tech.
This isn’t your usual memecoin, it’s a self-growing AI ecosystem / No team, No treasury, No votes, just AI building AI.
They just dropped something wild - an AI-powered Launchpad on Meteora, where every token comes with its own AI Agent on X + TG.
They also got deployed systems too - Gambling terminal, Relobet AI, Whale / holder sentiment, Reloscan etc.
Some Upcoming tech
- Terminal Fun AI: AI decides when creation windows open (24–150h random).
- 1% of all token volume feeds automated $RELO buybacks.
- Unfarmable.
LONG / SHORT - I,m pretty bullish in $RELO for upcoming days as they constantly dropping some banger and unique tech + it could get some big exposure through both sides ( AI tech + meme world alike $GOAT, $FARTCOIN etc).
Still early with big potential and there is so much room for $RELO to expand / to get more viral in this growing AI + crypto space imo.
Chart: https://t.co/Xo9norw0qF

我看到了什么!哇塞 👀 这不是最新一期的【合约热币交易赛】嘛!
平时交易 $DOGE | $TRX | $ZEC | $TRUMP | $FARTCOIN 的宝子们有福了!
💰总奖池有$15,000 HTX,新用户来就直接领$3 HTX!
📅活动时间:11/4-11/11
已经开始啦,咱们一起去瓜分奖池!康忙👇
https://t.co/QpNywGAc9R

ETH 跌破 $3900,想着此前挂限价买单的老哥快接到货了
打开一看,嘿,今天凌晨下跌时他重新调整了价格范围,最新的 ETH 抄底预期为 [$3660 - $3710],该点位计划买入 1100 万刀,比原有挂单价格又低了 100 刀…🥹
一股风雨欲来的味道,钱包地址 https://t.co/HsamLB6KRE
本文由 #Gate 大门交易所 | @Gate_zh 赞助








































































