时间：2024-01-29|浏览：256
用戶喜愛的交易所
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Note: This article was first published on January 25th. The price for my friends and I to get on the bus was 2u. At the same time, this article is not to advertise how good I am or to add to the group. This may be my last publicly shared project sharing article. In fact, I regretted it a bit after posting it and thought I should delete it, but after thinking about it, I decided to keep it.
Previously, someone told me that I had a great opportunity to catch, and someone in the comment area asked lightly: "What to buy next?" That was January 13th, and coincidentally, I already had a ticker on my watchlist: $MANTA
The past is not a big deal, the key is the future - unfortunately, there is no next big opportunity in this article, there are some vague directions, but it still needs to be observed. Only $MANTA for now, no new big opportunities yet. The friend bought the car at 2.1U, now it is 3.2, buying 5 million U will not cause any big fluctuations.
Great opportunity: Think of any, great liquidity, no need to shout orders, and not afraid of FUD, this is a great opportunity. A great opportunity, no matter what the situation is when you buy it, but in the end, the liquidity must be in the hundreds of millions, you can sell it if you want to sell it, and you can buy it if you want to buy it, without considering who will take over. Why is it said to be the fourth major opportunity? A brief review of the previous three opportunities, The first is at the end of April, 1U of $ORDI, from the tweet to the opening of SAPCE, the tweet record is still there, at that time it was still the time when I was very SB and publicly shared gems, but not now, I was scolded for free riding, that is indeed the most SB thing in the world. The second is at the end of October, the Bitcoin ecosystem, the ban group reminded 5 times, 1 special meeting, emphasizing 100% big opportunity, I personally bought $SATS, $ATOM early and played a little $RATS. The third is TIA. I only understood it after 3U, and I started to buy and wanted to wait for a good price. Unfortunately, there was none. When 5U-6U started, I asked my friends to buy in. At the same time, I only posted the principle of "寧可套牢、不要踏空" on Twitter when I asked everyone to get on the bus. It has been rising all the way to 20. I bought a lot of this coin, and it is my largest position. But I still don't want to write why, because I still hope it will give me a chance to add more positions. The fourth is MENTA. This coin is not as strong as TIA, but it also belongs to the 99% of people who don't understand it. This time I want to make an exception and talk about why I bought a large position in 2U. Sure, I'll just give a brief introduction. I'll be hosting a SPACE next week, and I'll be inviting a few Chinese big shots who made over 10 million or even 100 million in 2023 to talk about different tracks and logics. I haven't decided whether I'll be the host or join the discussion. If I join, I'll add some more. Remember to follow in advance, don't miss it. This is probably the most valuable SPACE based on actual combat. The guests are all carefully selected and invited repeatedly. Now back to $MANTA How is this chain? The first ZK chain to issue coins. First? Yes. Correspondingly, it is the three fools of TMD wool, such as ZK ERA, who specialize in wool-shearing parties. Unfortunately, my hundreds of ETH GAS have been 100% shorn-the garbage public chain that stares at wool-shearing parties all day will be educated. It's better to put ETH directly in BLAST, which can get the airdrop of the future 10 billion public chain, and also get ETH interest, as well as the token airdrop of hundreds of future projects (most likely). You can do it now, not for advertising, just have confidence, just click the link to lock the idle ETH http://blast.io/MV4SY Is the first one valuable? Is the faucet valuable? Manta also took a first place, and it is the first place in a big track. What are other highlights? Zero-knowledge proof, modularity, TVL ranking in the top few,撸生态项目空投 etc. There are many technical aspects, but you don't need to know too much. Technology is worthless, consensus is worth a fortune. The narrative of this bull market is in modularity, in the new public chain, the protagonist must include ZK, zero-knowledge proof, etc., then it is necessary to pay close attention to it. However, everyone can tell stories. How is the ability? What do large funds and capital think? What does the community think? II. How to view the FUD on the market? After this chain came out, there was a lot of FUD, such as this picture, which is widely circulated:
I said a sentence in the banned group: There are a lot of FUDs now, but I haven't expressed my opinion. What I want to say is: There are often opportunities in FUD - this is not my profound level, but a lesson learned after stepping on the air. Remember the FUD all over the Chinese circle when OP airdropped? It seems to be the lowest 0.3 on OKX, and the highest is 4 recently. Is it okay to buy 10 million OP when FUD? Yes, it is. When it gets listed on a major exchange, you can easily buy it and earn 10 times more, which is a small goal. Why didn't you earn it? You don't know enough and your logic is wrong. But I silently noted this matter. Since I thought MANTA's narrative was good enough at the beginning, and there was some information asymmetry (mentioned later), I felt different when I saw his FUD at this time. For example, in the picture above, if you exclude emotional factors, you will find that it seems to be a normal situation, nothing special. As for the situation in South Korea, it is advisable to temporarily trust the official statement and observe how large funds react. So when I saw FUD at that time, I was very happy. My idea was: 1 can be all in, 1.5 can be heavily loaded, so I kept observing after I went online, and it was always around 2——I didn't buy the lowest price, because I don't have the habit of placing orders temporarily...bad habit. I took a look at the trading volume of Binance, which is hundreds of millions of dollars per day. When Bitcoin dropped from 49,000 to 40,000, this coin fell once and then rebounded from 2.2 to 2.7 against the trend. This is too unusual. So I didn't wait, and directly shared it with my group friends in 2.1, but note: I don't predict, and I don't know everyone's risk tolerance. I can only share information, but I found that some people are very slow to react, so I have to give repeated examples to explain. But there's no way, now I say a coin in the group, as long as I mention it, it will be moved everywhere immediately, and it's not very good to get on the bus 10 minutes later than the group friend. That's why I only focus on coins with large liquidity, and small coins can't be played. I have a comment on this project, "It can't compare to TIA, and it doesn't take that long to get it either". This sentence may be a bit misleading to the forwarders who spread the message, because they don't know how I valued TIA internally. How long is TIA, one year? Four years? Of course, although MANTA is now above 3, I still don't know if BTC will fall to 30,000 and MANTA will fall to 1.5. How the market goes is none of my business. I only care about buying what I want at a reasonable price. I can't control anything else. So, FUD is often an opportunity. There used to be a project called $LOOT, which was 炒得火热 and went to zero. Later, a bunch of copycat projects came out, one of which was called $MAGIC. At first, no one knew what the hell $MAGIC was doing, and someone dumped it. But a master I know bought it directly on the day of the crash and became the top 10 holders. Later, when $MAGIC was listed on Binance, the trading volume exceeded 100 million. I guess he earned enough money to buy a yacht. I even put an old article on the investment channel on January 20th, [Old article] A brief history of the development of TreasureDAO
It is because I am also thinking about what was missed in these histories. I believe in one thing, the most powerful in the financial market will always be only a few people, so when everyone is holding or FUD something, they may be right, but they may also be wrong - when they are wrong, it is likely to be an important opportunity for those who are right. Writing here, I found that I have written too much dry goods... Let's end it quickly. III. Information gap Is MANTA institution financing hot? How are their costs? I know that FDV 800 million is locked up and sold out quickly. Later, 10 billion people bought it, and some institutions bought 600 million chips, all of which are locked up for a long time. If it were you, would you want 1U of tokens, locked for a year with 25% released after that and the rest released over 3 years? Or would you rather have 2U of tokens, free to sell whenever you want? I want the latter. So I know that 2 is a very good price. If the airdrop people don't understand and smash it, then I know that my
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