The Anime price

Re-adjusting my personal vault on Paradex: L: MKR (+), PENDLE (new), KAITO (new), BTC (+), PAXG S: FARTCOIN (new), ADA, TRUMP, WIF (new), S These are the reasons: 1. Traditional Finance has longer times than what we are used to, stablecoin mania is far from over (MKR, PENDLE) 2. Middle-east turmoil (PAXG, BTC) 3. Bitcoin Companies will accelerate the purchases as competition increases (Tron, Tether, Metaplanet, Gamestop...). This will lead them to squeeze their premiums and any other tool they have as fast as possible, before buyers run out of money. (BTC) 4. PUMP ico will dry Solana liquidity (FARTCOIN, WIF) 5. Sonic is cooked after the airdrop (S) 6. TRUMP is cooked after the dinner, unless they come up with other events, which is a possibility given how much TRUMP World Liberty Fi was gifted, but on a long enough horizon the sell pressure will be an unstoppable avalanche (TRUMP) 7. Charles Hoskinson is planning to dump 100M ADA 8. Kaito is a fully discretionary one, I think they invented a never-sunset new paradigm, it's hard to say if it will influence the token price which now is going down due to disappointing airdrops and reality kicking in. Observing HYPE closely. We are close to be back at ATH P&L Thanks to everybody who reads this and especially the people with whom I discuss my ideas every day

Coinbase and Robinhood perps vs Hyperliquid reminds me of this comparison between linear orgs and exponential orgs. Hyperliquid is clearly an exponential org. Hyperliquid has no opex, a super capable founding team, and builder codes to plug in more elite teams. It's hard to bet against.

Thinking of the discussion with @jiujinshan2022 Paris Brother about meme two days ago, I was also thinking about how to summarize the meme play in different periods. I briefly refine my opinion, which may not be right, welcome to shoot bricks: Meme is divided into pure community disk (emotional disk) + bank plate (logic disk) ~~~~~~~~~~· Mood Plate: The characteristics of the emotional disk are unpredictable, because a certain unexpected event causes people's emotional resonance, cultural resonance, etc., so that retail investors pay for a certain IP. The mood is mainly on Solana, and most of the current Marshal P gets big results at the stage when the mood is the best and the liquidity is bursting on Solana. For example, $Pnut $Moodeng $Goat and so on, because of a hot event, a number of targets quickly P out of the most promising one, and then large funds into (a number of small villages hand in hand with big villages), fueling the flow of CEX, all the way to break the glass ceiling to obtain the maximum market liquidity, to the participants to bring the opportunity to get rich. It is also more obvious that the wave of Ai Agent brought by $ai 16z, institutions even entered the market to pick up the orders of early retail investors, and finally achieved a top-level liquidity exit through Binance. $Trump is the top emotional disk, after all, the narrative imagination space of the US president's issuance of coins is too large, and everyone expected that Trump himself would sit on this coin, so fomo went all the way to 70+ US dollars. But it turned out that he didn't mean this, so the mood collapsed directly after it passed, which was the emotional plate that was not successfully transferred to the bank. ~~~~~~~~~~~~· Banker (Logic) The characteristic of the market is that the full-circulation meme (some even partial circulation) that has been planned and initiated by a single market maker (project party) in advance, but because it is launched through the meme platform or there is no VC investment, etc., it is divided into the meme camp. In the early days of $Pepe After a long time of momentum, there were many people who didn't know that Pepe had a project party and team, and thought it was pure wild. No！ The green frog also has a village, from the idea of birth to the subsequent development is planned, and it has not been hidden. Some memes were emotional when they were launched, but after being quietly bought by a single large household, they also became a banker, such as @MustStopMurad's $spx 6900 The advantage of the dealer is that the project chip structure is relatively clear, the dealer maintains the project well, and the motivation for good development is the most sufficient, and it is not easy to have a situation where multiple monks have no water to drink. ( $ACT is the most obvious counter-example I have ever participated in, the big ones don't work and lie flat) ~~~~~~~~~~~~~ For investors, if you want to get big results on these two types of memes, either you have super tool use ability/strong patience/keen sense of smell, such as @0xSunNFT @XXAntiWar These big hands are caught in the early stage of the emotional disc golden dog. Either you take the banker as the goal, honestly do the back check, analyze the banker's tonality, strength, pattern, and goals, judge their possibility of obtaining further liquidity through logical analysis, and get on the bus in the right position. Recently, the liquidity in the market has been $Trump by Milley and @pumpdotfun constantly withdrawn, and the game space of the emotional market is getting smaller and entering garbage time. The big hands who had made money before were also not entering the market, taking away the gold and silver mountains (their judgment was correct). That's why I decided to give up the emotional disk mecca Solana and focus on Bnbchain and Avax instead, because these two chains have more logic disks and more room for analysis. It's also because I really can't go to the 20-year-old P players to fight, who can stay up, and the ability is fast, after all, Zhongden has been. 🤣🤣🤣 My advantage lies in the fact that after so many years of project research and logical training, I can quickly and accurately judge the strength of the banker's ability, the size of the pattern, and whether the strategic goal can be achieved, and that's it. ~~~~~~~~~~~~~~~ In fact, there is no distinction between high and low investment memes, whether it is an emotional disk or a logical disk, it is a dance with the village, which is nothing more than with multiple small villages or with a single large village. With limited liquidity, I think it's important to find the rhythm and style that I'm good at and improve my win rate. You are good at the early stage of the game, so you are good at investing in research, you can study the logic plate like me, and study the background and intention of the bookmaker. Playing meme requires emotions to resonate with the public, but at the same time, you must keep a clear head and not let yourself be coerced by emotions. How? Be a scumbag who is free to put away (praise)