Tiao
1K posts
Tiao
@0xtiao
Follow the trend and do the right thing.
เข้าร่วม Ağustos 2024
6.4K กำลังติดตาม907 ผู้ติดตาม
English
Perhaps buying gradually at this time is the right decision, avoiding counter-trend trading.
Benjamin Cowen@benjamincowen
If history is any indication, the market cycle low for Bitcoin will occur between October 3rd to October 11th of 2026, plus or minus a few days. I'm sure plenty of rallies will occur between now and then.
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In a rising market, the range of viable strategies is broad.
In the secondary market, traders can engage in swing trading and sector rotation.
In the primary market, opportunities include VC-backed projects, ICO launches, and high-beta assets such as airdrops memecoins.
In contrast, during a declining market, viable strategies narrow significantly.
These are mainly limited to shorting clearly overvalued altcoins,and executing short-term tactical longs on severely oversold or sharply declining assets—strictly under disciplined risk management.
The fundamental appeal of the crypto market lies in this: it consistently preserves opportunities for ordinary individuals to achieve upward mobility.
With the arrival of the AI era, structural inequalities in learning and information access are being progressively flattened. Increasingly, outcomes are determined by depth of understanding and execution capability rather than background or starting position.
Therefore, a bear market is not a dormant phase, but a period of preparation.
By systematically building knowledge, refining toolsets, and strengthening analytical and trading skills,one positions oneself to act decisively when the cycle turns and to win the one game that truly matters.
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oh shit！！
Holoworld AI@HoloworldAI
100% of $FIGHT ICO proceeds will be refunded to all participants. As the flagship project on Hololaunch.ai, $FIGHT is setting a new standard for putting the community first. The team has the financial strength and the grand vision to prioritize long term growth over short term funding. They are well capitalized and have chosen to give the total upside back to the believers. With the 100% refund, tokens will be airdropped to: - ICO participants on @BNBCHAIN - ICO participants on @solana - x402 Fight Pass holders - Holler Campaign participants - $HOLO stakers Refunds and token distribution are automatic and will be sent directly to your contributing address on BSC and Solana. No action is required on your part. - Total $FIGHT Supply: 10 billion - 85 million tokens (0.85% of supply) will be airdropped - For all ICO, x402, and Holler campaign participants: 0.2% of total supply unlock on TGE, 0.15% unlock on day 7, and 0.15% unlock on day 14 - For $HOLO stakers: 0.15% of total supply unlock on day 7, and 0.2% unlock after the first month The focus is now entirely on the $FIGHT launch. We are ensuring the ecosystem has the strongest possible momentum for its secondary market debut. Strength in execution. Grand vision. This is how we build the future through Holoworld. $FIGHT
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发现个有点意思的项目
融资80w 由 @yzilabs @Strategy @soraventures 组局的BTCFi+稳定币项目，微策略和香港大户有预见性的看到未来一段时间的下跌，已经着手发项目换散户的资金过冬啦😂
Saturn@saturn_credit
1/ We are excited to announce that Saturn raised $800K from @YZiLabs, @soraventures, and prominent crypto angels to build USDat, a stablecoin protocol delivering 11%+ yield backed by Bitcoin. We generate yields through @Strategy’s $STRC, and unlock global, onchain access to digital credit.
中文
稳定币结算相关的一些知识
chatgpt.com/share/69687627…
用户钱包
↓
MoonPay / Ramp / Transak（入口）
↓
Banking Circle / Lead Bank （清算银行层）
↓
USDC / USDT（稳定币结算层）
↓
Visa / Mastercard / 本地清算系统
对应的美股alpha和beta标的
Moonpay,Stripe等面向用户的支付机构
银行:Lead Bank(美元转向稳定币的清算银行)，Banking Circle.SA (欧元转向稳定币的清算银行)
二级市场: coin,crcl,泰达(未上市),visa,Mastercard
中文
The real endgame isn’t a SpaceX IPO.
It’s the day Tesla acquires SpaceX in a share-swap.
That won’t be news.
It will be the moment when, for the first time in human history, a planetary future is formally embedded into the capital markets.
It is not a portfolio of companies, but a sovereign economic organism:
X Holding
•Tesla → Cash flow, energy, manufacturing
•xAI → Intelligence and decision-making
•FSD / Optimus → Autonomous labor
•Starlink → Planetary-scale connectivity
•SpaceX → Interplanetary logistics and access to orbit
Once these are placed under a single holding structure, it stops being a company.
It becomes a civilization-grade capital system — one that can generate its own cash, its own intelligence, its own labor, its own infrastructure, and ultimately its own access to space.
At that point, it no longer depends on:
•Any single nation
•Any single currency
•Or even a single planet
This is why SpaceX doesn’t belong in a traditional IPO.
Quarterly earnings cannot govern a multi-planet future.Only a vertically integrated, cash-generating, self-controlled capital structure can.
Tesla is not meant to be the destination.
It is meant to be the financial engine that carries humanity beyond Earth.
Matthew Donegan-Ryan@MatthewDR
WOAH: @chamath predicts @Soacex will not IPO but instead do a reverse merger with @Tesla. Consolidating @elonmusk’s two biggest assets into a holding company has long been predicted in the Tesla community (notably by @heydave7 and @EmmetPeppers)
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如下为我币安人生从几百K-alpha 500M 操作第一轮。上币安交易所后合约操作第二轮。赚的还行（RMB 最小的A7吧），但这是我操作的不是嘴撸
第一轮我选他，是因为满足如下几个条件
1.标的朗朗上口，一听就明白是什么梗
2.我非常记得那天小二+冷静1-2M之间之间搞里头了再也没出过
3.大表哥+一姐+各大KOL疯狂转载（让我坚定的持有其中一个原因）
4.我玩土狗的时候 冷静，小二经常是我参考的一个因素我涨到起飞的时候，他们一直没跑一直持有。直到他们盈利我记得是几十M吧，我就只想了一件事池子掏空也出不来的。根本不符合他们以前的性格，他们玩SOL上的土狗好歹会出个本，他们就没动过。他们都敢拿着还盈利那么多，我这三瓜两枣为啥不敢？（让我坚定的持有的第二个个原因）
5.到了上alpha-500M的时候，我交出了我所有的筹码。因为我当时有个朋友一直在跟我吵，GIGGLE和币安人生谁上现货我们争论了3天，直至我加入的很多合约群的带单老师都开始讨论要上现货了。又上了alpha。我第一次尝试卖在人声鼎沸时候。
下面来到第二轮我选他，是满足如下几个条件
第一轮我就在跟我朋友吵，GG和他谁上现货，事实证明他先赢我后赢。
1.BSC的土狗，我从TST，大表哥的狗（好几个狗），4，同期的队长，到GG，到币安人生。其实强绑定大表哥和一姐，他们敢奶。那就是牛逼，这不上现货？我就认这个死理（这个死理要加上后面的理由才勉强成立）
2.我最清晰记得的就是，徐明星一跟他吵架币安人生就拉盘。任何MEME相关利好，币安人生都要带头冲。牵强一点就是（这是大表哥BSC链的面子也是币安的首发战斗）
3.记得GG怎么上现货的吗。也是徐明星跟他吵之间周六周日上的现货
4.那这轮现货我为什么抄底呢？可以看出大表哥的目标简单，BSC 要赢。要跟SOL对标，什么垃圾徐明星的OKX链。那最近SOL 突然异动。从BONK上的各种小金从1M-5M。直到委瑞内拉总统给抓，各种SOL的小金不断出现。我就感受到了市场MEME行情开始了，大表哥不会让SOL赢的，就要摁死SOL。前面花了那么多时间，金钱打造的中文MEME市场会放吗？币安人生不冲谁冲？当然我没想到他是现货。我就只知道要涨。涨多少还是上现货。我不知道。
以下是小弟的拙见，希望各位别嫌弃，第一次写长文😊
中文
The market is no longer rewarding storytellers; it is rewarding those who contribute real value to the system. Crypto is moving away from being a financing game and returning to what it should be: an economic system.
For builders, not being able to raise capital does not mean a project lacks value. The projects that survive tend to have real cash flow, genuine demand, and the patience to grow steadily over time. These are precisely the kinds of projects that are worth investing in.
Recently, I’ve also noticed a16z shifting more of its focus toward Asian markets, which suggests they may be sensing something structural. In my view, Western VCs are generally more specialized and experienced when it comes to infrastructure investments, while Asia has a clear edge at the application layer. It’s possible that the next major VC growth opportunity will come from application-level projects with real usage and sustainable cash flows—projects like Hyperliquid.
English
I spoke to at least a dozen of investors and VCs this conference who are quietly disengaging.
Most aren’t doing long-term venture anymore.
Many pivoted to liquid strategies, some have even become traders now. Others position as liquidity providers targeting 10–20% annual yield.
A few are stepping away entirely, choosing to build, or to even leave the space.
Less dumb money = fewer opportunistic builders = fewer extractive projects.
Good.
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