conyzy.eth
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@VitalikButerin I am from China, and I am 19 years old. The creation of Ethereum has moved me, but unfortunately, I have been scammed out of a lot of money. I currently need 15 ETH to save my family. I sincerely hope you can help me out. My address is 0x7685Df6589266411dFf54de32d27F1fa3A2F539f.
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@zengjiajun_eth @milesjennings Decentralization theater is not unique to crypto, it's a multi-century-old political tactic. Compare:
* Hotel, food etc conglomerates
* Puppet states
* Pretend elections
* Astroturfing (eg. on social media)
Pretending to be decentralized to avoid provoking fear is timeless.
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@VitalikButerin I am from China, and I am 19 years old. The creation of Ethereum has moved me, but unfortunately, I have been scammed out of a lot of money. I currently need 15 ETH to save my family. I sincerely hope you can help me out. My address is 0x7685Df6589266411dFf54de32d27F1fa3A2F539f.
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I appreciate all the memecoins that donate portions of their supply directly to charity.
(eg. I saw ebull sent a bunch to various groups last month)
Anything that gets sent to me gets donated to charity too (thanks moodeng! The 10B from today is going to anti-airborne-disease tech), though I truly prefer if you guys send to charity directly, maybe even make a DAO and get your community directly engaged in the decisions and process.
I've said before that I think the best thing for memecoins is if they can be maximally positive-sum for the world, so it's great to see moments when that actually happens!
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有很长时间没有整理二级思路了。行情走到市场纠结的地方,既然慢下来就有时间多想想后面该如何玩。
市场的声音:这一波下跌让不少人觉得行情会在下半年结束,理由大多是因为降息的预期。
这里就要想清楚,降息等不等于比特币下跌。
首先要搞清楚本轮行情,比特币的属性是什么?
我一直认为是避险属性,因为本轮上涨的故事就是美联储加息,产生大量市场对经济风险的担忧(这点在本轮牛初我就提过),因此黄金避险,比特币避险。
那我们只要想清楚,降息后,黄金会不会下跌?
美联储降息,意味着对美元担忧,希望刺激经济,投资者就担忧美国经济状况,卖美元买黄金,黄金涨而美元跌。
所以从宏观看,降息可能是利好。
比特币的周期上,牛市都分为早期、中期、后期。
上一个牛市,早期在2019到2020年,期间部分山寨都有特别好的表现,市场对减半预期price in,有牛市的味道。
可是随着3.12的来临,市场又对大饼产生了非常的不确定性和质疑,甚至怀疑减半牛。这就是中期,在怀疑和洗盘中的中期。和我们现在是一个阶段。
牛市后期,上一轮从突破调整三角9800开始一路上涨开启市场普涨和冲刺。
现在来看,我非常倾向于中期。
1、参考上轮历史周期
2、以太坊历来都会晚于比特币爆发,这轮调整以太坊强劲,有爆发的味道。
3、一级市场并未爆发,甚至只是在清理上一波牛市高估值留下的项目,机构还在苦于寻找老项目的退出之路,没有清晰的赛道。
4、山寨币虽然很多都涨了5倍甚至10倍,但如果去看普遍行情,很多山寨币依旧是底部。远不是普涨行情,大量二级炒币者踏错赛道。
捋清楚对未来的预期,那么就要规划好投资思路。
1、一级市场继续寻找机会,低估值,叙事好,交易所或者市场资源不错的新项目优先,大哥们有的可以Dealflow。大估值的不要,退出慢,赛道少,市场支持大多都是又亏钱又亏资源。
2、二级的这里不过多阐述,东西太多太负责,变化也快,核心逻辑是大仓位搞以太坊类,小仓位寻找低市值狗庄手里有筹码继续搞事的。
最后希望大家打起精神,珍惜树立起来的牛市信心,不要一点调整就消极下来,想要币圈长线赚钱是很痛苦的,回撤确实很大,但这么多年过来了如果每一次减半每一次都质疑,那不论你在这里待多少年,都不如换个行业好好深耕下来的有用,送快递几年还能升个小组长。但币圈真的会给那些无脑相信的人很大的福报。
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