KKKKKKK

@yiqifacai 一起发财

开订阅对我来说是一个非常好的方式，现在快500用户，按我最初的统计，500用户就是我的保本线，够我买资料，买AI和付出一点时间成本。 原本我是个中午11点才起床的人。 现在有了一点督促，每天要看很多产业数据，通过写作和吸收，也反向帮助我投资。 很多专业名词一开始不懂，逼着自己看科普，逼着姐夫给我讲，gtp claude supergrok都是买的最高档，甚至早于高盛3周，就把nvida的板子成本分配比例给算的清清楚楚。 开订阅这2个月来，也是我账户这两三年来加速最快的月份。 如果是换一种计算方式，比如按每个月我的收入/订阅资料AI成本 除以付出的时间计算我的劳动成本的话。 对于订阅者来说$5买到的是我>$100000的付出。 是一笔2万倍杠杆的投入。（这里参考了国内大V卖16.8万课程时候的话术🤣） 这是一种很好的双赢。

@shirleyusy Tg还开放吗

准备慢慢退了，但是还会分享。导师终于开了基金股票上自己能躺了，慢慢也发现自己不那么辛苦辅佐老公赚钱就行了。已经也有了长拿的标和灵感，躺赢阶段不折腾。还会分享因为协助越多人赚钱，越是为自己积攒能量。 兄弟们，核心四个字，大国崛起

@yueya_eth 直接rug了。。。

@daidaibtc 阿玛尼在后面偷着乐

观察了下，大部分畜生项目tge后装死个把月，陆陆续续也就没人骂了，都当吃了个暗亏。只有红色淫纹backpack这个项目是真的牛逼，tge完装死到现在，我的时间线上还是每天能刷到骂他们的，关键骂的点还都不一点，太屌了。。。

今天我把近6年BTC历史交易数据，开源到Github了： github.com/bwjoke/BTC-Tra… 2020年5月1日至今4万多条订单，17万多条成交明细， 两轮完整牛熊2000多天日夜博弈，全在这套数据里。 AI时代，最宝贵的就是上下文。 你在整个互联网，可能都很难找到这种等级的 真金白银二级市场交易上下文数据，任你下载使用。 去年11月，我把Bitmex只读Api Key公开一两周时， 还没龙虾，就少数网友vibe了一些数据分析、产品。 比如： @WeWill_Rocky 做的 wsnb.online 我自己做的交易时光机：x.com/coolish/status… 当时其他一些相关内容：x.com/coolish/status… 现在更多人有了龙虾、爱马仕， 把个人二级交易真金白银数据喂给AI Agent这件事， 门槛大大降低，更多人能做了，也有了更高的含金量。 所以秉承Open Intelligence理念， 我想向这个混沌的世界贡献自己的减熵Legacy， 在Hermes-Agent的帮助下， 开源了这个数据仓库， 后续可能尝试自动化定期更新。 只要把这个Github网址 github.com/bwjoke/BTC-Tra… 发给你的龙虾爱马仕，就能指挥它做任何角度的分析， 很好奇，大家对这样一份数据， 能炼化出些什么奇趣的角度？ 希望能在后续看到一些有趣的回响。 Happy vibing & Happy birthday to myself

@KevinWSHPod @armaniferrante @armaniferrante is dead

"Solana is dead" - after FTX "Solana is dead" - when the chain went down "Solana is dead" - after meme coin mania @armaniferrante: it just keeps going relentlessly - this is antifragility in action Podcast out this week

@shawmakesmagic @CarlotaFang77 shaw=🐶

@CarlotaFang77 now you can see why i was happy to give it to the chinese

the old interface was, well...

On FUD. FUD is an opportunity to either address misunderstandings or to identify mistakes and simply fix them. With every TGE, emotions run hot, as people focus on a single number, the token price, determining one’s feelings. It’s human nature, and because Backpack has such a large community around the world, spanning from advanced traders in Asia, to wallet users on every network, Mad Lad holders around the world, and everyone in between, the TGE is a time where people vocalize their views. I would like to address several different topics I’ve seen floating around over the past few days to set the record straight and offer my perspective. - OTC. I can’t believe I have to say this, no, we aren’t OTCing our own tokens to cash out. See the tokenomics. Fake news. End of story. What is true: buyers reached out to me and asked for OTC. I am happy to help buyers find more tokens. Unfortunately, due to the bad history of other crypto projects using OTC to cash out, folks assumed the worst when they saw me post about OTC in discord. - Mad Lads. All existing Mad Lad holders pre-TGE retain their Backpack VIP status. New holders do not. Some like this, some hate this. I understand both perspectives. My perspective is that Mad Lads has always been an evolution alongside Backpack. We went from the whitelist games inside Backpack => pre-reveal inside Backpack => reveal boss inside Backpack => xNFT inside Backpack => airdrops inside Backpack => VIP points inside Backpack => the BP token. Each one of these stages created a clear path for Mad Lads to get to the next stage, always focusing on long term holders over people that come and go. There are people that follow the path, and people that do not. There are people that evolve with us and people that do not. Our approach from the day Mad Lads was born has always been to focus people on the Backpack product. Naturally, new people came into Mad Lads with their own pre-conceived notion of what it was or what it should be. This creates tension. But we have always had a strong vision and we will always stick to it. The people that use the product always get to the next stage, where every stage answers a single question: how do we push Backpack forward. When designing token utility, it’s a question of economics, and it would be a disservice to BP to not align incentives around it. There’s an additional nuance worth pointing out: Backpack is different from basically every other product that dropped a mined token because we KYC users and are selective about the regions we open up. Those users have been out of the game, so to speak, not because I want to do that–nothing upsets me more than not being able to serve users in a particular region (what founder would want that?)--but it’s because we have chosen the path of building a crypto native financial institution. That path is long and hard. For these users, we have maintained the path to get to the next stage and have communicated that. When we open up regions, these regions will get their drops, and we will be running new campaigns to get more drops just by using the product, and that brings everyone up to speed with the same VIP benefits of the original pre-TGE seasons. For the long term holders, nothing has changed. The key issue is with respect to new NFT holders. Some people will hate this. Some will think it’s sound economics. I understand both perspectives. We are doing what we think is best. - Sybills. Our goal was to protect retail users competing for points against sophisticated players splitting accounts and giving themselves an unfair advantage over those that don’t. The mistake we made: our process was too black and white. From the team’s point of view, we had a line and we stuck to it. From the community’s point of view, the line is nuanced. We did not sufficiently take that into consideration. - Price/FDV. With every token comes the human nature to think about the price at all times. There are good ways to think about price and there are clearly illegal ways to think about price. Our position is simple, we are building over a long period of time, and we are not making short term decisions. 24h post-TGE FDV is not a meaningful metric. Even 1 week post-TGE FDV is not a meaningful metric. If you ask anyone that’s ever built anything, they’ll tell you the same. Many people will take issue with that statement, and that’s ok. Ultimately, you have to look at our incentives and decide for yourself. The fact of the matter is that the team and I are incentivized to make Backpack a success with arguably the most extreme tokenomics ever created. What happens if the token goes to zero and stays there? Our company fails, and we get nothing. Some people might rebut saying that we get rich from the company revenue. No. That is simply not how companies work. We don’t get rich from a bad token price. We are punished in the most extreme possible way. And we are rewarded in the most extreme way only if we achieve all of our hopes and dreams. The way it should be. This is by design. Beyond this post you won’t see me talk about price or FDV. You will see me talking about building and creating long term value. And it’s only by doing that, can BP become a success. Every project goes through trials and tribulations. This is certainly a moment for us. We are nothing without our community, and we will serve it in the best way we know how. I have complete conviction, I am all in, and the team is all in. Don’t trust us, look at the tokenomics to decide for yourself. Thank you for reading this. Thank you especially to those that have supported us this week. It means a lot. We will continue to review the above, particularly the cases around sybils, and get back to building.

@daidaibtc @armaniferrante

听说BP这个狗篮子垃圾项目又把人都女巫了？我都把历史羞辱他的推文全部翻出来了准备继续羞辱一遍了。结果发现喷了这么多条懒得一条一条转了。你切记，能被我挂出来骂的。真别玩。BP，OP，两只路边，没骂错过一条纯畜。能被我急头白脸的喷了这么多条你还给继续给他送四个月手续费那真的没办法的。女巫这么多你开个10亿呗，拉个10亿给兄弟们回口血就不会被清算啦，关键有本事吗？ 废物东西@armaniferrante 融资融不到咯，卖币卖不出去咯，手续费也收不到咯🤭有福咯。唯一的遗憾就是那么多人给你打了一年工，送了一年手续费。但也没事，软Rug后给自己打棺材买寿衣也是要花钱的。我老家的丧葬是特色服务，需要可以私信我。

@daidaibtc 谢谢带哥，刚差点跳了，打开手机又买了一笔

都是周期，穷哥们不需要考虑资产配置问题，只能摸索纪律和经验耐心等机会去赌方差。 只能说，之前没赚到钱的，福利局没吃满不得不现在还在ALL IN的，差了点运气。 但还是要相信行业还有机会的，因为都是周期，因为还处在行业中。只是好日子有好日子的过法，穷日子有穷日子的过法。

@0Xlynn03 你500刀交易了5m吗

@0Xlynn03 一天1m交易量吗

@0xleff 兔死狗烹，太正常不过了

我觉得CZ挺差劲，当初关注嗯哼的时候是抱着什么目的呢？ 现在熊市了，利用完嗯哼给人家取关了。 一个几把开赌场的，嘴里天天build，也不知道能build出啥来，盯着去中心化的名头，做着中心化的事

@Pseudo_Prophet_ Look at you Indian

@dotyyds1234 我前天刚买的帝国4，发现最爱玩的就是中国，中国的打法就是中期经济碾压，昨天开始打极难人机有点打不过，但是经常被两家一起骚扰，容易直接崩盘

今天下午折腾了一会，终于配置好Moltbot了 用了腾讯云 + TG的方案，接CodeX的API 唯一的成本就是30的服务器 之后如果要长期使用的话，会考虑迁移到1年68的阿里云 关于部署教程，个人觉得没必要去看X上鱼龙混杂的教程了 我个人强烈推进腾讯云开发者社区的这两个教程，细节很多 ⬇️ 1⃣云上Moltbot(原Clawdbot)一键秒级部署指南 cloud.tencent.com/developer/arti… 2⃣原创玩转Lighthouse｜Moltbot（原Clawdbot）接入Telegram保姆级教程 cloud.tencent.com/developer/arti…

@BMooon97_ @haze0x 别加了，加了跟不了单了

@haze0x 鸡哥可以在gmgn给我加个kol认证吗

等了半天币安大招原来是上 $PENGUIN 既然如此我要开启sol的无敌钻石手模式了，买了=烧了

@pikpika6 谁再黑我皮卡，我第一个不同意，我要先黑

很遗憾去年九月对于山寨季即将来临的判断错误。 刻舟求剑了历史上的四年周期，片面的认为Q4行情将会和以往一样走出周线级别的抢购高潮，回过头来看加密市场的四年周期似乎已经被打破。 关于2026年行情还是抱着最大程度的乐观，当以太坊出现新高后期待山寨季节的到来。

@deox250430 @0xpmush @Backpack 0.5感觉很虚，1.5b给10%才有这个价格

@LongkaiJ @0xpmush @Backpack 这波基本上大部分都得被反撸，如果bp在s4还是啥也没得的情况下，不过就算有，0.5我觉得也是上限了，基本上很难超过0.5

If Backpack hits just 20% of FTT’s peak FDV and honestly I think it can go even higher...CT is not bullish enough FTT peak FDV was around 30B! 20% of that is about 6B and with "1B supply" that is close to 6 dollars per token Backpack team is doing a great job and the best part is how transparent they are, I'm so hyped! Backpack already has a lot going for it: ~ Licenses active in Dubai and Europe ~ Japan and US licenses in the approval process ~ Revenue above 20M a month ~ Mad Lads still the top PFP on Solana ~ Strong and real community ~ Armani as CEO 20% might look small later 🎒🔥

@deox250430 @0xpmush @Backpack 我们0.2-0.3的成本得吃屎了

@0xpmush @Backpack 差不多，场外积分OTC市场，当前最高bid是1分0.05u 目前自己刷的成本差不多0.04u