Jealousy尼卡

The 8-dao NFTs have been dealt with; now the floor price is 100 dao.

The NFT on chain with ID $ZEC made me lose money and cry.

@jackbutcher One casual move and it turned 8 dao into more than 10 times.

It’s back to that familiar part everyone knows: “Damn, I should’ve gone all in.”

I’m a little regretful. Actually, I also have two relatives in the US, but we haven’t been in touch for a long time. Reaching out suddenly because of this feels a bit strange. Who knew the result would make me miss out on a big amount of money.

If heaven gave me another chance... I might still make the same choice. Some money just shouldn’t be mine to earn.

【Death】Actually, it’s the ending she had already foreseen.

In the past few years, every year I’ve been able to hear about a big shot in the crypto world dying abnormally. No wonder many crypto executives have bodyguards by their side when attending public events. I believe these guys also live with bodyguards close at hand in private. As for why crypto big shots are so often targeted, I think there are a few reasons:

1. Money is too easy to take, and it’s very hard to get back.

Crypto money isn’t traditional assets. Traditional rich people keep their money in banks or in corporate equity—if someone wants to get their money, there are many uncontrollable risks in between. But in crypto, it’s different. You only need to make the wallet holder click “send,” and it can be transferred across borders in a very short time.

2. Many whales’ wealth is too easy to “see.”

As long as you know the whale’s on-chain wealth is publicly transparent, it’s obvious at a glance how much they have. As the saying goes: “It’s not that thieves steal—it’s that thieves keep thinking about it.” So much money constantly attracts criminals.

3. The crypto world itself is a dark jungle.

The rules of crypto are survival of the fittest—profits and losses are on you. There are plenty of opportunities, but there’s basically no supervision and no real rules. Also, some people in the industry have wealth that didn’t come from entirely aboveboard sources. After being immersed in this kind of environment for the long term, people may start to ignore the laws and order of the real world and do things that are out of bounds.

In the end, these years’ accidental death cases involving crypto are mostly abroad. There are still very few domestically, so wealthy big shots should, if possible, stay in the country. Don’t go out traveling everywhere—it’s really not that safe. I casually used GPT to look up cases of abnormal deaths among crypto executives over the past few years, and there really are so many that it’s genuinely frightening.

Alpha rejoining and getting things done! The reasons are as follows:

The NFT market on ZEC is most likely over. Most projects are here to scam money. Last night, four projects all collapsed.

1. @zaddrnet The most talked-about—mint price 0.02 $ZEC . It was revealed that the team has a prior record and has started over again.

2. @ZeckersNFT It’s basically confirmed to be a RUG. The mint price was 0.0026 $ZEC , and there’s absolutely no liquidity.

3. @ShieldedWizards This is the most makeshift, slapdash project I’ve ever seen. They didn’t even have a mint website. The official posted a QR code address for direct transfers. The funniest part is that the official collected T1 addresses on the whitelist—but transfers can only go to U1 addresses. So the official basically can’t even tell whether the transfer is coming from a whitelisted address 😥😥😥. All I can say is this scam team didn’t even bother to “dress it up.”

4. @zecfrogs This one is also ridiculous. They started with talk about FM, and then the mint price suddenly changed to 0.0076 $ZEC —and supposedly the whitelist was massively overissued.

Right now, only 2 of the most anticipated ZEC-chain NFTs remain: @BITFOOTS_ and @zkghosts_. If these two also fail in the end, ZEC-chain NFTs will be completely dead.

#zec

The coin is still held, and the US stock market ran $INTCB $MRVLB , making a comfortable withdrawal.

Today the coin is up, and the US stocks are also up—so satisfying.

Investing your entire portfolio is thrilling; where you can make money, that’s where you go. If the east isn’t bright, the west will be bright—though having both shining is the best~

#美股 #btc

Damn Binance wallet first new offering cap @Binance Wallet for the first 50M (hard cap)
FCFS mode
Filled it in under 2 minutes
Thankfully I set an alarm for 4:58
At 4:59 I kept refreshing
Right after I placed it, it showed sold out
I have a strong hunch
This round is definitely going to be a mess
@Polymarket , you also need to be on point
Also, I’m envious of friends who’ve been refreshing Alpha—your quota is maxed out
Thankfully, my bStock trading volume is still okay; even if I can’t get in on the main meat this time, I can still have some meat soup.

#币安钱包
The on-chain IPO of Binance Wallet’s partnership with Pancake is coming. Supposedly, one of the projects will be @Polymarket .

In China, people care a lot about a good start. I believe that even if the first IPO isn’t @Polymarket , it will still leave everyone well-fed.

I studied the Pre-Access document details carefully. Allocation is based on three dimensions:
1. Alpha points.
2. Trencher badges.
3. bStock on-chain level.

In general, the higher the Alpha points and bStocks on-chain level, the higher the allocation. Holding a Trencher badge provides additional allocation. Trencher badges and bStock on-chain levels should both be related to the corresponding target’s trading volume—higher volume means a higher level.

Finally, if the first IPO really is @Polymarket , then the people who have been farming PM airdrops will be disappointed. Luckily, I stopped doing weekly active tasks in April and monthly active tasks in June—pretty timely damage control. Honestly, when it comes to predicted-market airdrops, I only think highly of two Binance Wallet projects: one is @predictdotfun , and the other is @42space . The rest really don’t need to be farmed.

$ENA It’s rising so well—I’m very happy. But all over the internet everyone is going long, and that makes me really scared. Even @CryptoHayes is calling trades.

I feel like every time he calls trades, it’s almost at the top....

I want to get out—what should I do? Should I sell half first?

#ena

I’m dying laughing

Trump: Whoever dares to affect my stock price before the midterm election is my enemy. They must be dealt with. This time, we’re using you three as the sacrificial flags.

Master, I got it—this is just like gambling.

Beginner: Can I make money today depends on whether my luck is good.
Intermediate: I’m skilled, and with a bit of luck I can win.
Expert: As long as I cheat, luck and skill don’t matter.

You think everyone is playing within the rules. But the rules only limit you.

Why was he able to become a gambling god? It wasn’t luck or skill—it was the art of cheating.

A “mouse” position is the cheating technique used in crypto trading.

Starting from August, the crypto market has felt like three different lines. If you haven’t made any money from all of them, you really need to check your circle and your information sources:

1. The MEME season. This includes on-chain opportunities and opportunities on exchanges. On-chain, it mainly started with RH from August, represented by $AI and $CASHCAT . There are also launch platforms like $PONS , and many of the later clones’ mechanics and玩法 were learned from it. After RH, the shitcoin-on-chain boom spread to SOL and BSC, represented by $STONK $MARSCOIN $牛来, etc.

2. The old fake-tokens season. RH kicked off the rallies in $UNI and $ARB, and I’ve already written about the logic earlier. There’s also the expectation of a spot ETF for $ZEC that drove the price up. I don’t know whether this wave can also pull a privacy-coin rally—I've noticed that today $ZAMA is also doing well. Other coins like $ENA, $INJ, and $PENDLE are also up nicely.

3. The NFT season. Both RH and ETH have been extremely hot, with brand-new NFT projects seeing big price increases. Just to name a few: Argonauts, @OriginalBlokyz, @RareFriendsNFT. Over the past couple of days, NFT hype has started shifting toward the ZEC chain. Yesterday, @zksnarks_ had an auction with nearly 20 million in funding involved, and the final sale price actually reached over $2,000. In the past few days, a lot of ZEC-chain projects have popped up as well, such as @zaddrnet, @zecfrogs, and @BITFOOTS_, with so many people competing and grinding. Besides projects on the ZEC chain, there are also a few hot RH-chain projects, such as
@YieldFields_RH.

No, big bro—what are you thinking?

One moment there’s no platform token, the next it’ll support token holders. Give us a clear answer—guys, are we holding or selling?

This candlestick chart is about like an elevator—straight up and straight down...

@minarafun $minara

I just said that the market would rebound the night the rate hike happened, because the bearish expectations from the rate hike had already been mostly priced in by the market, and Worsh’s comments would absolutely end up disappointing everyone in tone, and the dot plot wouldn’t look too bad either.

No surprises—I guessed it all correctly.

But this move is still short-term, and it can only be used to pick up some tech stocks (the crypto stocks were really惨 yesterday, because crypto stocks have too strong a correlation with BTC—the impact of the clear bill not passing was bigger than everyone expected).

$MRVL Will this rally reach 300+? A short-term move of 30 points is enough.
#美联储加息25基点美股收跌

Damn, that’s racial discrimination! 🥲🥲🥲

Below is ARC’s team group photo—looks like the volume of embedded documents is indeed high.

Those filthy dogs above ARC are completely unplayable now...

Good news for @RobinhoodApp and $PONS !

#ARC 上面的土狗P了一天亏了200u，有以下几个感想：

1. The volume/market momentum can’t compare to RH
2. Not a single launch platform has really taken off—most anticipated is @minarafun. (Its parent company, Minara, is invested in by CRCL, so it’s basically ARC’s own kid.) It pumped to 5m and then started dropping; it’s still only at 2m. Peach also looks pretty good, but there’s no officially Verified token—most of it is just people trying to scam hookups.
3. Tonight, see if foreigners can pull up a big moneymaking memecoin. If there isn’t a big one, ARC’s ceiling will never be opened; or hopefully $ARGUS can keep going up.
4. Right now, the biggest winner in arc is still $UNI . Even without a big moneymaker, the fees are still insanely high.

$CRCL From a low of 57 dollars in August all the way up to 103 dollars—actually, the logic isn’t that complicated.

$BTC Strong momentum + expected CLARITY Act + the mainnet launch on the 16th—three major positives pushing upward all at once, so the stock price naturally got lifted.

But now the awkward part has come: either these three positives have already played out, or they haven’t been fully realized yet. So a pullback right now doesn’t seem strange at all. Even personally, I feel this round with $crcl might not be finished falling. If you really want to buy, you can wait a bit longer.

Crypto stocks and $btc are still too highly correlated. The Fed’s rate decision tonight is another big variable. If a rate hike is confirmed, it could lead to a rather abstract kind of market move: bad news gets priced in → U.S. tech stocks rebound. But $btc may not necessarily follow. And don’t forget, the CLARITY Act isn’t a normal kind of positive for $CRCL . Circle itself is a stablecoin issuer—if the bill continues to drag, its impact on Circle would be more direct than for most general crypto concept stocks.

So at this level, I’d rather wait.

#美联储加息是否已成定局

#美联储加息是否已成定局

The worst thing still happened: the CLEAR Act failed to pass + rate hike

Next, the market is going to adjust. $BTC

The industry outlook for #光通信 can still be seen at least through 2027—2029.

1. At present, 1.6T and 800G remain the core sources of incremental growth. In 2027, the 1.6T order volume is expected to more than double compared with 2026, and 800G is expected to increase by at least twofold. By 2028, with the ramp-up of 2.4T, more CSP adopting 1.6T, and the new demand driven by CPO, momentum for growth will take over. Meanwhile, 800G will gradually be replaced by 1.6T. Single-wave 400G technology is expected to mature in 2028—2029, which will further drive bandwidth upgrades.

2. On the technology roadmap, one important judgment is that CPO will not quickly fully replace pluggable optics. Pluggable, NPO, and CPO will coexist for a long time. Pluggable optics still have a long lifecycle in scale-out scenarios. NPO is also not a short-term transitional product; the second and third generations will evolve toward 2.5D and 3D packaging, and are expected to begin deployment in the second half of 2027. CPO offers better performance, but it is currently still facing issues such as reliability, maintainability, cost, and the maturity of the industrial supply chain. Truly large-scale adoption is expected to come after 2030.

3. The supply chain remains an important bottleneck for the industry. Especially for key components such as 1.6T DFB and DSP in 2026—2027, companies can lock in production capacity in advance through methods like advance payments, long-term agreements, and strategic investments. However, as demand continues to grow steadily, the tight supply situation will be difficult to fully relieve in the short term.

4. Competitive barriers are also higher than the market might think. Optical modules are not simply a “assembly business.” There are technology hurdles across areas such as silicon photonics, thin-film lithium niobate, coherent technology, high-frequency circuits, and advanced packaging. At the same time, customer certification cycles are long and the number of suppliers is limited, forming strong customer barriers.

In the end, technology, customer, and supply-chain barriers still give leading manufacturers an advantage. Besides some U.S.-listed blue-chip leaders, I believe the above logic also applies to the “A-share” market.

$LITEB $COHRB $FN.US

Has the market for $牛来 ended?

I think it’s come to a close—what do you think?

#Robinhood
Robinhood Gas revenue has dropped by more than 82% from its peak. On September 4th there was still 6 million in revenue, but yesterday it was only 940,000.

But there’s something interesting: trading activity has decreased, yet TVL hasn’t gone down. Currently, RH still has 900 million in TVL. This figure was 830 million on September 4th.

So it’s not that everyone has already withdrawn their money from RH and stopped playing on this chain. Rather, the market conditions are not good right now, so people are temporarily not participating in trades.

Of course, the ones who are likely most hurt here are
$PONS and $UNI , because with trading activity dropping, these two protocols face the biggest impact. Revenue for the platform of $PONS fell from 9 million to 6 million, and the coin price also dropped from nearly 1 billion to 600 million.

Personally, I believe that the market situation on RH won’t end in the short term. This is a normal tide—when you press the spring down, it’s to make it rebound better. In addition, RWA is the next big narrative for the bull market, and RH has a natural advantage in this area.