瀑布洗脸，全世界经济战打响了都在加税来干仗是吧，苦了得还是我们这帮韭菜，满手eth真想骂街了，这次市场大幅的波动再次让我成为了最难受的人，对于加密货币这个极具波动性的市场来说，这样的剧烈波动并不罕见，2014年到现在见的太多了。价格暴跌的背后是多重因素的共同作用，加密市场的高风险特性和宏观经济环境的变化相互交织，造成了今天这一波下跌。下面，老查随便吹吹分析下操蛋的行情，ai板块都跌成了狗屎，基本很多都回不来了，什么 $buzz $fartcoin $swarms $eliza $ava $vvaifu 有的💎手内裤都亏没了吧。 最近热度狠高的 Kaito AI @_kaitoai 项目如何应对这🐻来的挑战？ 首先看到的是宏观经济因素的影响！！ 🐶💩美联储在过去一段时间内采取了较为激进的加息策略，如果市场预期美联储将继续加息，或者加息幅度超出预期，资金往往会流出风险较高的资产市场，包括加密货币市场。加息带来的利率上升会使得传统投资渠道（如国债、存款等）更加具有吸引力，从而降低投资者对高风险资产的兴趣。 此外，美联储政策的紧缩使得流动性减少，很多资金流动性变差，投资者趋向保守，这对于加密市场来说无疑是一个巨大的压力。加密货币作为风险资产，天然会受到这样的宏观经济波动的影响。 加密市场与传统金融市场的关联性越来越强，尤其是股市的波动性对加密市场的影响逐渐加大。美国股市近期的表现不佳，特别是科技股和高风险资产的价格下跌，对投资者情绪产生了负面影响。加密货币作为风险投资的一部分，在传统金融市场的波动下往往会遭遇抛售压力，尤其是市场普遍对风险资产的信心不足时，投资者会选择迅速撤资，这加剧了市场的下行趋势。 市场情绪与恐慌（跟风严重） 整体市场情绪低迷，当前加密市场的投资者情绪普遍较低，市场参与者的信心疲软。经历过一轮暴涨暴跌后，许多投资者对市场的未来方向充满了疑虑。在熊市的影响下，市场上出现了大量的恐慌抛售，投资者纷纷以最低价卖出，以减少可能的损失。这种情绪低迷的蔓延，也是📉的一个小原因。 另外许多投资者在此前经历了巨大的财富波动，造成了“过度反应”，很多博主都是这样的，对风险的承受能力下降，市场因此形成了恶性循环。恐慌情绪的蔓延进一步加剧了市场的不稳定性。 FUD在各大社区（恐惧、不确定性、怀疑）传播，虽然我的社区也开始fud了eth，真一点办法都没📈不跟，📉都时候比他妈谁都快，听说又开始约会了。v神怎么还能有心情。。你的压力都变成了什么？？ 加密市场的波动常常受到FUD的影响，负面消息的快速传播对市场的影响不可忽视。最近有关各国加强加密货币监管的消息频繁出现，尤其是中国和美国等大国的政策变化。这些不确定的因素常常让投资者产生疑虑，担心未来可能面临更严厉的监管和限制，从而迅速抛售资产。 FUD不仅仅来自于监管政策的变化，市场对未来技术发展的预期也充满了不确定性。许多项目尚未兑现其预期的技术或者应用场景，投资者因此产生怀疑，对市场的信心进一步削弱。 AI热潮的冷却，死一片创业项目，很多打着ai叙事，meme+产品包装，直接这波行情下都得死。 在2023年和2024年初，人工智能，尤其是生成式AI，如OpenAI的GPT系列，成为了市场的焦点，带动了大量与AI相关的Web3项目的火爆。然而，随着市场的调整和投资者回归理性，部分被过度炒作的AI项目可能面临价值回调。许多项目在短时间内获得了大量的资金注入，但实际技术和产品尚未成熟，导致了投资者的失望。 当市场开始对这些AI项目进行理性评估时，许多项目的技术和市场应用并没有达到预期，导致资金撤离，进而带来了价格的下跌。这种情形尤为明显，在AI项目的泡沫逐渐破裂的过程中，投资者会纷纷选择撤资，市场情绪再次转向负面。 投资者对项目的期望过高 AI项目的火爆吸引了大量资金和投机者，但许多项目并未能兑现其承诺的技术成果和应用场景。对于像Kaito AI这样的AI项目来说，过高的期望可能导致其面临巨大压力。项目能否实现其承诺的技术和商业化应用，是决定其能否成功的关键。如果项目的技术无法按时落地，或者市场需求没有预期的强劲，投资者的信心会迅速崩溃。这行情下。。千万不要有不好的动作，不然好好的项目可能会挂求。市场情绪化随时改变。 TGE引发的供应过剩？ 对许多新兴的区块链和AI项目来说，TGE（代币生成事件）往往伴随着巨大的风险和不确定性。许多项目在TGE时释放大量的代币，这会直接增加市场的代币供应量，从而导致价格的下跌。代币释放策略的不合理，可能引发市场的恐慌情绪，进而产生抛售压力。 对于Kaito AI这样的项目，TGE时的定价和供应策略至关重要。如果定价过高或者释放量过大，市场可能会对其产生疑虑，导致价格暴跌。100u+，1：100u+，额，，眼下的积分够不够砸？保护机制在哪里？有措施？眼下做市商都是骗子，基本不会参与。所以看到创始人只说品牌不谈论任何有关价格都事情其实是对的。。因为不确定因素，，不能给用户带来保证的东西真别说哈哈。 Kaito AI在当前行情中的挑战 尽管当前市场面临压力，Kaito AI等AI项目仍有可能在低迷的市场中获得一定的机会。但能否成功TGE，取决于多个因素： 技术实力与应用场景狠重要，Kaito AI是否能够在市场低迷时仍然提供有价值的技术和应用，是决定其能否成功的关键。如果项目能够真正为区块链行业或Web3生态提供实用的解决方案，比如智能合约优化、去中心化AI模型等，它就有可能脱颖而出，说白了就是一定要有造血能力，没造血能力的产品一律最后的宣判死亡。技术的差异化和创新是项目能够在熊市中生存下来的必要条件。所以又期待又担心。 在眼下的市场环境下，Kaito AI能否得到强大的社区支持显得尤为重要。社区的凝聚力和对项目的信任将决定项目是否能够度过市场低迷期。积极与社区互动、保持透明度，以及清晰的产品路线图，将有助于保持投资者信心。Kaito AI的TGE定价和代币释放策略需要非常谨慎。如果定价过高，可能会面临卖盘压力；如果锁仓期不合理，可能会导致市场供应过剩。合理的定价和清晰的释放计划，能够帮助项目平稳度过市场波动。期待吧，也没那么快tge。最起码在熬到牛来，但也不能太久一直p，热度也会有瓶颈期，过了最好的黄金时间，再去tge市场也许不会有太多人买单。今天就吹着么多，看着来玩！ Waterfall face-washing, the economic war around the world has begun and everyone's raising taxes to fight, right? In the end, it’s still us ‘chives’ who suffer. With my hands full of ETH, I just want to curse. This time, the market’s sharp fluctuations have once again made me the most uncomfortable. For the extremely volatile crypto market, such drastic fluctuations are not uncommon, I’ve seen so many since 2014. Behind the price crash is a combination of multiple factors. The high-risk nature of the crypto market and the changing macroeconomic environment have intertwined to create today’s downturn. Now, let’s casually analyze the shitty market—AI sector’s tanked like crap, basically many won’t recover, $buzz, $fartcoin, $swarms, $eliza, $ava, $vvaifu... some people probably lost their 💎-hands and even their underwear at this point. The recently trending Kaito AI @_kaitoai project, how is it dealing with this bear challenge? First, we see the impact of macroeconomic factors!! 🐶💩 The Federal Reserve has adopted a more aggressive interest rate hike strategy recently. If the market expects further rate hikes, or if the hikes exceed expectations, funds tend to flow out of riskier assets, including the crypto market. The rise in interest rates makes traditional investment channels (such as government bonds, savings, etc.) more attractive, lowering investor interest in high-risk assets. Additionally, the tightening of the Federal Reserve's policies reduces liquidity, and many funds become less liquid, making investors more conservative, which undoubtedly puts a huge pressure on the crypto market. As a risk asset, cryptocurrency is naturally influenced by such macroeconomic fluctuations. The correlation between the crypto market and traditional financial markets is increasing, especially the impact of stock market volatility on the crypto market. The recent performance of the US stock market has been poor, especially the price drop in tech stocks and high-risk assets, which has had a negative impact on investor sentiment. As part of risk investments, cryptocurrencies often face selling pressure under the fluctuations of traditional financial markets, especially when there is a general lack of confidence in risk assets, leading to quick withdrawals, which intensifies the downward trend of the market. Market sentiment and panic (following the crowd) The overall market sentiment is low, and crypto market investors generally have weak sentiment. After experiencing a round of boom and bust, many investors are full of doubts about the market's future direction. Under the influence of the bear market, panic selling has increased, with investors rushing to sell at the lowest price to minimize possible losses. This spread of low sentiment is also a minor reason for 📉. Moreover, many investors, having experienced massive wealth fluctuations, have caused an “overreaction,” and many influencers are like this, leading to a lower tolerance for risk. As a result, the market forms a vicious cycle. The spread of panic sentiment further exacerbates the instability of the market. FUD (Fear, Uncertainty, Doubt) spreads in many communities—though my community also started FUDing ETH, there’s really no way to not follow. 📈 people are faster than anyone else at the downtrend, and I hear they’re dating again. How can Vitalik still have the mood? What’s your pressure turned into? Crypto market volatility is often affected by FUD, and the rapid spread of negative news cannot be ignored. Recently, there’s been a lot of news about governments tightening crypto regulations, especially changes in policies in major countries like China and the US. These uncertain factors often make investors uneasy, worried that they may face stricter regulations and restrictions in the future, leading to quick asset sell-offs. FUD doesn’t just come from regulatory policy changes, but also from market uncertainty about future technological development. Many projects have yet to deliver the expected technology or applications, causing investors to doubt and further eroding market confidence. The cooling of the AI hype has led to many startup projects dying. A lot of them that packaged AI narratives with memes and products are going to die in this market. In early 2023 and 2024, artificial intelligence, especially generative AI like OpenAI’s GPT series, became the focus of the market, driving a surge in AI-related Web3 projects. However, with the market adjustment and a return to rationality from investors, some overhyped AI projects may face value correction. Many projects received massive funding quickly, but their actual technologies and products were still immature, leading to investor disappointment. When the market starts to rationally evaluate these AI projects, many of their technologies and market applications have not lived up to expectations, resulting in fund withdrawals and further price drops. This situation is especially noticeable as the AI project bubble gradually bursts, and investors quickly choose to withdraw, sending market sentiment back to negative. Investors’ expectations are too high The AI boom attracted a lot of funds and speculators, but many projects didn’t deliver on their promised technological results and applications. For AI projects like Kaito AI, overly high expectations may put them under significant pressure. Whether the project can deliver on its technological and commercial applications is the key to its success. If the technology cannot be implemented on time or if market demand is not as strong as expected, investor confidence will quickly collapse. In this market... make sure not to make any wrong moves, or even a good project might die out. Market sentiment can change at any moment. The excess supply triggered by TGE? For many emerging blockchain and AI projects, TGE (Token Generation Event) often comes with huge risks and uncertainties. Many projects release large amounts of tokens during TGE, directly increasing the token supply in the market, which leads to price drops. An unreasonable token release strategy may trigger panic in the market, causing further sell-off pressure. For Kaito AI, the pricing and supply strategy during TGE is crucial. If the pricing is too high or the release volume too large, the market might doubt it, causing the price to plummet. 100u+, 1:100u+... Well, is the current points enough to dump? Where’s the protection mechanism? Any measures? Right now, market makers are mostly scammers, and won’t participate. So seeing the founder only talk about branding and not discussing prices is actually correct... because of the uncertainties... don’t promise anything to users. Kaito AI’s challenges in the current market Although the market is under pressure, Kaito AI and other AI projects may still find opportunities in this downturn. But whether they succeed in TGE depends on multiple factors: Technological strength and application scenarios are crucial. Whether Kaito AI can still provide valuable technology and applications in a bearish market is key to its success. If the project can truly offer practical solutions for the blockchain industry or Web3 ecosystem, such as smart contract optimization or decentralized AI models, it might stand out. Simply put, it must have a self-sustaining ability. Products without that ability will eventually be declared dead. Differentiation and innovation in technology are necessary for survival in a bear market. So there's both hope and concern. In the current market environment, it’s especially important for Kaito AI to gain strong community support. The cohesion and trust of the community will determine whether the project can weather the market downturn. Actively interacting with the community, maintaining transparency, and having a clear product roadmap will help maintain investor confidence. Kaito AI’s TGE pricing and token release strategy must be handled very carefully. If the price is too high, it may face selling pressure; if the lock-up period is unreasonable, it could lead to market oversupply. Reasonable pricing and a clear release plan will help the project navigate market volatility smoothly. Let’s hope, but the TGE isn’t coming soon. At least until the bull market arrives, but not too long—eventually, the hype will reach its peak, and after that, the market may not have many buyers. That’s all for today, let’s see how it goes!