checo 🍂
12.6K posts
久違的龜TALK來了 (半年沒錄了)
幣圈雖然很熊,但還是有牛人
@jstin0502
從電競選手到球鞋轉售、轉向幣圈、最近又炒卡牌,他如何建構完整的交易系統的？
他曾經把資產做到7位數美金FTX 一夜歸零
大多數人在那之後就消失了
他選擇重新開始,他的交易頻率少但看準都是重壓!
重壓$60 的 Coinbase 和 $20 的 Hood
之後更創下無數戰功:
ZEC $80 抱到 $700
銀從 $38 重倉至破百獲利了結
最近還有石油80重倉買入
(以上戰績部分都在他推特公開分享,且都是M級收益)
我們一起來聊聊這些重倉投資後面的思考邏輯
時間:4/1 21:00
主題 : 叫白淫交易員好了
x.com/i/spaces/1ngar…
(我很少找交易員聊,因為主觀認為幣圈99.9%的交易員都是人設,但這位是真高手)
中文
Because of indecisive decision-making and the lack of a clear plan, those who firmly held their positions and did not sell are once again being hurt.
This situation is truly outrageous. Many past projects already served as examples, yet unfortunately Backpack has gone down the same path again.
English
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.
English
大家好，我是Claire。
首先简单介绍一下自己，我在北京长大，目前在Backpack内部负责一些行政工作，中文区的各位可能看到我并不陌生，作为早期团队内讲中文的人，平常也在积极与用户沟通。
女巫的问题，昨天我们都一夜没睡，Abao, Traper, Miho，Coco, 我都在与欧美团队激烈battle，我们都不希望看到曾经支持的用户利益被影响。为此，昨天我们跟团队中负责执行反女巫的负责人进行了深度沟通。作为具备经验的合规人员，在他们的逻辑里，“单人单号”是绝对的底线。在这个标准下，相比于其他地区，确实有更多华语用户收到了影响，这也是天然的用户使用习惯不同导致的。欧美人天生的对于规则的执念以及对自己kyc信息的敏感 ，导致了超过他们认知范围的用户收到影响。
接下来，是我们的做法。首先Armani及核心团队准备立即开启申诉通道，我们将设立明确的规则，最大程度保护用户利益：
“3号准则”: 我们理解华语用户的使用习惯。凡是一个设备操作过 3 个及以下 账号、被判定为女巫的，经过人工申诉核实后，将返还 50%以上的积分。
此外，Backpack团队会在未来几天内启动专项计划，在二级市场进行代币回购，用于定向补偿给这些符合要求用户。
谢谢每一位一直支持Backpack的朋友。
中文
请填写以下申诉表格：
forms.gle/jXhevQQqAiUKq9…
“3号准则”:
凡是一个设备操作过 3 个及以下 账号、被判定为女巫的，经过人工申诉核实后，将返还 50%以上的积分
非常感谢大家的关注🙏🏻
中文
@practice_y11 @Backpack 你農他 他農你 ~ 過往項目也差不多這樣..只是以前砍大頭的比較少..所以聲音比較少..這次砍大刀 所以網路聲音才出來..以前不少項目也是被砍得寸草不生..小散聲音沒用..
中文
昨天問了幾個朋友 @Backpack 的空投
大部分是有收到空投的 風控與 API 無關
用我腳本跑的 一般沒有問題
少部分被女巫 主要是 多號 IP 隔離問題
綁 Solana 手機的用戶也有領到空投
大部分返還手續費後 能賺個 150~200U
-
其實看了好多推上的朋友以及交流過的老哥被女巫 心裡挺複雜的 基本上都是很早期的 OG 用戶了
@Metabape 猿老哥當時也交流了一下 @gch_enbsbxbs CJ老哥也一起合作過 我覺得 BP 這波操作不是太好
-
我很早之前跟朋友聊過 大戶降權是必然
主要大多積分都是交易量為主
大戶做量絕對拿大頭
所以我的想法很簡單
大戶獲得空投比例會下降
一般散戶比例會上升
整體會有一個滿意的平衡點
然後該隔離就隔離
因為風控腳本一跑 誰被女巫沒得含扣
腳本無情 不會針對誰付出多就放過誰
除非提前加上了 whitelist 但顯然沒有
-
身邊的朋友 有女巫的 有千顆 萬顆 幾十萬顆的
現在除了女巫的用戶 其他人都沉默了
後面應該會有官宣說明吧 且看且走了
中文
checo 🍂 retweetledi
checo 🍂 retweetledi
Backpack已上线🎒：
借贷的多币种无风险年化
返佣及队长奖励系统
多次的基于段位空投
现在可以一键生成海报，可视化所有的奖励汇总
点击（Rewards summary）即可生成分享页面
现在转发并且分享你的页面到评论区
我们将送出奖励最多的三位用户+五位幸运分享用户
一共八份神秘周边礼品！快来参与
中文
@waleswoosh They have had ample time and opportunities since the NFT heyday to prepare. Failing to produce results after such a long period is unacceptable and signifies a failed investment project.
English
My take on OpenSea delaying their TGE:
I have a decent amount of historical volume and participated in the first few farming waves.
Obviously, I'd prefer $SEA to TGE under good market conditions and at a high FDV.
The question is whether delaying the TGE actually helps achieve that.
Historically, the answer seems to be no, market conditions might improve, but project-specific sentiment often doesn't.
That said, I understand the logic.
You only get one shot at your TGE, so you want everything to be as close to perfect as possible.
The real issue isn't the delay now, it's that the TGE didn’t happen in late 2025.
Opensea first announced $SEA in August if I'm not mistaken.
BTC was at all-time highs, perfect market conditions, and instead of launching, OpenSea chose to run multiple farming seasons to capture market share.
Which makes sense from a business perspective, but the ideal TGE window is always short and easy to miss
English
Opensea @opensea 宣布继续推迟发币，时间未定，同时给予补偿：
👉 退手续费 + 60天0费率
创始人说发币只有一次机会，要等条件更好，我估计是在等OS2的永续合约和 AI 工具上线，看能不能抢点流动性。
但显然opensea早就已经错过发币最好的时间了，当年发最起码100亿的市值。
那补偿完全是杯水车薪哄小孩的，刷opensea的这辈子都有了。
dfinzer.eth | opensea@dfinzer
an update on $SEA. the team has been building at full speed, and the foundation had planned to kick off the first steps as part of our march 30th event. but @openseafdn is pushing back the timeline. a delay is a delay. i’m not going to dress it up, and i know how it lands. the reality is that market conditions are challenging across crypto right now, and $SEA only launches once. @openseafdn could force the original date, or we could ensure every piece is in place and make this moment what this community deserves. we gave a tremendous amount of thought to how to do right here. I’m thankful to @HollanderAdam for bringing the community’s voice into every conversation. we’ll be doing the following: no more waves: the current rewards wave will be our last. optional fee refund: recognizing that we originally committed to a Q1 date, we’re offering refunds of the platform fees we retained while participating in the rewards waves (3 - 6) that followed our timing announcement. if you like, you can receive a refund of those fees, which when combined with treasure chest prizes, essentially means all of your trading during that period was on us. if you opt for a refund, the Treasures you were awarded during these waves will be removed from your account. details on this process will follow. honoring existing Treasures: for Treasures you continue to hold, our prior commitment stands: they will be meaningfully considered by the Foundation at TGE. this is independent from allocations for historical activity. 0% fees for 60 days: starting on march 31st, opensea will reduce our own token trading fees to 0%. we want to make it a no-brainer for everyone to experience our new platform: cross-chain token trading, mobile app, perps and more. after this 60 day period, we will put a new system in place that makes fees significantly more competitive for anyone trading consistently on opensea. product updates: while we’re postponing our march 30th event, we’ll host a separate one in the coming months focused on product updates. it’s been incredible to see the early responses to our mobile app, and we can’t wait to get it into more people’s hands. so if not now, wen? when we announced last year, it was too early. that created unnecessary uncertainty and reactivity. so when the Foundation sets a new timeline, it will be deliberate and specific. here’s why i’m confident that’s the right move: i’ve been building opensea for almost a decade. when this started, we were two people and the only thing you could trade on OS was cryptokitties. i’ve watched this space go from a niche curiosity to billions in volume to where we are today. the thing that’s carried us through every cycle was a willingness to make hard calls when it mattered. when our market crashed, we rebuilt from zero: an entirely new stack, a new product, and a new team culture. that hurt in the short term. but today OS2 is undeniably the strongest marketplace offering, and it’s the foundation everything sits on. we have huge ambitions as a company, and we’re here for the long game. making all of non-custodial crypto delightful on mobile is just the beginning. that means we have to set a very high bar for everything we do, and it’s why i’m so protective of delivering a launch that’s worthy of this community and everything we’re putting into this.
中文
TLDR: $SEA TGE delayed to 2077.
Thanks for playing.
dfinzer.eth | opensea@dfinzer
an update on $SEA. the team has been building at full speed, and the foundation had planned to kick off the first steps as part of our march 30th event. but @openseafdn is pushing back the timeline. a delay is a delay. i’m not going to dress it up, and i know how it lands. the reality is that market conditions are challenging across crypto right now, and $SEA only launches once. @openseafdn could force the original date, or we could ensure every piece is in place and make this moment what this community deserves. we gave a tremendous amount of thought to how to do right here. I’m thankful to @HollanderAdam for bringing the community’s voice into every conversation. we’ll be doing the following: no more waves: the current rewards wave will be our last. optional fee refund: recognizing that we originally committed to a Q1 date, we’re offering refunds of the platform fees we retained while participating in the rewards waves (3 - 6) that followed our timing announcement. if you like, you can receive a refund of those fees, which when combined with treasure chest prizes, essentially means all of your trading during that period was on us. if you opt for a refund, the Treasures you were awarded during these waves will be removed from your account. details on this process will follow. honoring existing Treasures: for Treasures you continue to hold, our prior commitment stands: they will be meaningfully considered by the Foundation at TGE. this is independent from allocations for historical activity. 0% fees for 60 days: starting on march 31st, opensea will reduce our own token trading fees to 0%. we want to make it a no-brainer for everyone to experience our new platform: cross-chain token trading, mobile app, perps and more. after this 60 day period, we will put a new system in place that makes fees significantly more competitive for anyone trading consistently on opensea. product updates: while we’re postponing our march 30th event, we’ll host a separate one in the coming months focused on product updates. it’s been incredible to see the early responses to our mobile app, and we can’t wait to get it into more people’s hands. so if not now, wen? when we announced last year, it was too early. that created unnecessary uncertainty and reactivity. so when the Foundation sets a new timeline, it will be deliberate and specific. here’s why i’m confident that’s the right move: i’ve been building opensea for almost a decade. when this started, we were two people and the only thing you could trade on OS was cryptokitties. i’ve watched this space go from a niche curiosity to billions in volume to where we are today. the thing that’s carried us through every cycle was a willingness to make hard calls when it mattered. when our market crashed, we rebuilt from zero: an entirely new stack, a new product, and a new team culture. that hurt in the short term. but today OS2 is undeniably the strongest marketplace offering, and it’s the foundation everything sits on. we have huge ambitions as a company, and we’re here for the long game. making all of non-custodial crypto delightful on mobile is just the beginning. that means we have to set a very high bar for everything we do, and it’s why i’m so protective of delivering a launch that’s worthy of this community and everything we’re putting into this.
English
這項目從NFT熱門時期之後 搞到現在還在原地踏步 也是一絕! 之前可能靠nft賺太多,躺到麻掉..想起身 可不簡單喔..畢竟言而失信,執行力也很低.
dfinzer.eth | opensea@dfinzer
an update on $SEA. the team has been building at full speed, and the foundation had planned to kick off the first steps as part of our march 30th event. but @openseafdn is pushing back the timeline. a delay is a delay. i’m not going to dress it up, and i know how it lands. the reality is that market conditions are challenging across crypto right now, and $SEA only launches once. @openseafdn could force the original date, or we could ensure every piece is in place and make this moment what this community deserves. we gave a tremendous amount of thought to how to do right here. I’m thankful to @HollanderAdam for bringing the community’s voice into every conversation. we’ll be doing the following: no more waves: the current rewards wave will be our last. optional fee refund: recognizing that we originally committed to a Q1 date, we’re offering refunds of the platform fees we retained while participating in the rewards waves (3 - 6) that followed our timing announcement. if you like, you can receive a refund of those fees, which when combined with treasure chest prizes, essentially means all of your trading during that period was on us. if you opt for a refund, the Treasures you were awarded during these waves will be removed from your account. details on this process will follow. honoring existing Treasures: for Treasures you continue to hold, our prior commitment stands: they will be meaningfully considered by the Foundation at TGE. this is independent from allocations for historical activity. 0% fees for 60 days: starting on march 31st, opensea will reduce our own token trading fees to 0%. we want to make it a no-brainer for everyone to experience our new platform: cross-chain token trading, mobile app, perps and more. after this 60 day period, we will put a new system in place that makes fees significantly more competitive for anyone trading consistently on opensea. product updates: while we’re postponing our march 30th event, we’ll host a separate one in the coming months focused on product updates. it’s been incredible to see the early responses to our mobile app, and we can’t wait to get it into more people’s hands. so if not now, wen? when we announced last year, it was too early. that created unnecessary uncertainty and reactivity. so when the Foundation sets a new timeline, it will be deliberate and specific. here’s why i’m confident that’s the right move: i’ve been building opensea for almost a decade. when this started, we were two people and the only thing you could trade on OS was cryptokitties. i’ve watched this space go from a niche curiosity to billions in volume to where we are today. the thing that’s carried us through every cycle was a willingness to make hard calls when it mattered. when our market crashed, we rebuilt from zero: an entirely new stack, a new product, and a new team culture. that hurt in the short term. but today OS2 is undeniably the strongest marketplace offering, and it’s the foundation everything sits on. we have huge ambitions as a company, and we’re here for the long game. making all of non-custodial crypto delightful on mobile is just the beginning. that means we have to set a very high bar for everything we do, and it’s why i’m so protective of delivering a launch that’s worthy of this community and everything we’re putting into this.
中文
After the peak of the NFT boom, they ended up having far more resources and time than most teams. Yet they still couldn’t build this app. That says a lot about the team’s execution and attitude.
And honestly, if the product is just integrating existing features like this, there’s not much reason for anyone to use it ! at least not for people like ME.
In the crypto world, a team and product like this simply aren’t trustworthy.
☠️Don’t believe the hype or get misled.
English
My guess is the $SEA TGE delay is because the mobile app isn’t ready yet.
They’ll likely tie $SEA claiming to the app (yea just like Magic Eden), otherwise only few people would download it.
Thoughts?
Bitman@BitmanTW
TLDR: $SEA TGE delayed to 2077. Thanks for playing.
English
checo 🍂 retweetledi
Time is running out…
Re-verification closes Sunday at 23:59 UTC.
No verification = no claim
It only takes a few minutes - don’t miss out!
GIF
English
If you’re a trader, a lot of your edge comes from living on CT.
Instead of spending hours researching, you can just query it.
Here are 5 prompts you can run with Cookie AI research:
→ What happened on CT before the last price move for [token]?
→ Which tokens are gaining mindshare fastest right now?
→ Which accounts are driving the narrative around [sector/token]?
→ Which tokens have rising social signal but haven’t moved yet?
→ What are the dominant narratives on CT this week?
Reminder: we’ve just opened friends & family access. Tell us how you’d use it and the best answers get in.
English
MoG 奖学金计划 × Abstract Asia
我们已与 @AbstractAsia 达成合作，推动更多亚太地区玩家加入 MoG 与 OCH 生态。
该计划每月将赞助 300 把 Key，覆盖韩国、中国和泰国，用于支持每周赛事与社区活动。
期待一起成长，共同壮大生态 🤝
Onchain Heroes: World's Eve@onchainheroes
MoG Scholarship Program x Abstract Asia We've partnered with @AbstractAsia to bring more APAC players into the MoG and OCH ecosystem. We're sponsoring 300 keys per month across Korea, China, and Thailand for weekly tournaments and community events. Excited to grow together 🤝
中文
這是最棒也是最焦慮的時代。
每個月的AI工具的訂閱費越來越貴，GPT-5.4出來實測後確實還不錯，就直接升級了，Claude 肯定是Max 20x開到滿，Google也是訂閱了Ultra方案，主要是為了用Antigravity來撸 Claude Opus 4.6。
現在每天的開發效率完全不是同一個量級，這幾天也都在專心優化自己開發的多智能體框架 VibHQ，並用這個框架做了一個手機跟電腦都互通的平台來管理所有的 Cli Agents，不用開remote session就可以在手機遠端使用codex跟claude code。
已經用這個做了不少Projects Teams，其中做了 PM Bot 策略優化 Team，AI 自己規劃、自己執行、自己 QA，現在這個框架已經慢慢符合我對 Multi-Agents 的想像了，接下來就是多跑一點收集更多數據來優化整個框架。
一人公司，帶著一整個專業的 AI 工程團隊。
中文