Loky

无名人士 老号 @0xloky 被封 Crypto连续创业者（均失败）

[Loky @0xChacee]

这两天没被发币的都不算kol

[Luke @lukemadeit]

Bought my dream apartment at 25 🙏

[𝗰𝘆𝗰𝗹𝗼𝗽 @nobrainflip]

🚨 MOST PEOPLE AREN'T READY FOR WHAT HAPPENS BELOW $58K

I’ve been trading crypto for 9 years and have never seen anything like this

Everyone is screaming that bottom is in, or we're going to 30k, but it won't be either of these

Reversals never happen without shaking out majority

The chart won’t follow the same pattern forever

If this macro pattern continues, Bitcoin must eventually drop to around 30-32k in a few months, despite macro and global demand

But at some point, every pattern has to break

When? When the fundamentals and market sentiment no longer support it

A pattern should confirm reality - not contradict it. If it does, forget the pattern. It has outlived its usefulness, just like every pattern before it

If you look at previous cycles, every major bottom took time to form. You had months to buy near the lows

And that's exactly why almost nobody did

Everyone was waiting for lower prices
Everyone wants to buy the capitulation wick

But what if that wick never comes?

Then nobody buys

$16k was obviously a great BTC entry last cycle

I think everyone in crypto knew that... Yet almost nobody bought.

Not because it wasn't cheap, but because everyone was waiting for a nice round number: $10k/$15k

Or they bought too early, just like many are doing now, deployed all their capital, lost conviction, or even sold because they were convinced BTC had much further to fall

That's how bottoms are formed

My base case is that we'll spend the summer ranging, then slowly bleed toward $50k

After that, maybe one final flush to ~$42k, just enough to convince everyone another capitulation, "the final dump to 30k" is coming

But it never comes, just like it never came last cycle or the one before it

Many things about BTC price action change over time, but one thing never does

When it's the top, almost nobody believes it's the top. When it's the bottom, almost nobody believes it's the bottom.

Today 50% think that the bottom is in
Other 40% wait for 30-40k

That's why I think it's not a bottom, and we won't bottom at 30-40k

But if you read the sentiment differently, or read this later, and you already think today's price is attractive but believe it'll go even lower, don't overthink it

Most likely everybody thinks so

So just buy and hold until $240k

It's much better to buy at $50k than wait for $30k that may never come and end up not buying at all.

That's why I've already bought 30% here

Will DCA at 58K, 55K, 52K, and 50% at 42k

Want to remind you that I called each major top and bottom of the last 7 years, including exact 126K BTC top:

https://t.co/OcIL5ehN7o

And soon i will make this account private

If you read this, you probably get the biggest informational edge in your lifetime

So make sure to follow me and turn notifs on

[泵泵超人 | Pumpman 🔶 @crypto_pumpman]

🤔 好久没看到速通 Binance + Upbit 的项目了， $ARX 算一个，昨天 Solana 甚至为它换了头像

隐私赛道沉寂了一整年，直到 Arcium @Arcium 把「机密计算 + AI」这两个叙事结合起来

昨天「币安 Alpha」上线 $ARX 之后，同时就上线了币安合约，今天又光速上了 Upbit

甚至 Solana @solana 官方 X 账号为 Arcium 换了头像，对一个主网才跑了 4 个月的新项目来说，是比较能说明问题的

👉 Arcium 让计算在 "加密黑箱" 里完成

传统计算有个硬伤，数据在存储和传输时可以加密，但只要进入计算环节，就必须先解密

这其实是最大的安全漏洞，区块链更尴尬：全透明是优点，但也意味着你的订单簿、借贷头寸、交易策略全暴露在链上

Arcium 补的就是这一块：让数据在 "使用中" 也保持加密。计算节点替你算，但永远看不到你算的是什么。

➤ 这就解锁了一堆原本在链上做不了的场景：

机密 DeFi（暗池订单簿、隐私借贷）、机密 AI 推理、跨机构数据协作、国防/政务级 敏感计算。

👉 C-SPL 补上了 Solana 缺失的 DeFi 板块：

Solana DeFi 的机密性，一直是标准层缺失的一块拼图

Arcium 在 Solana 生态里的卡位，核心是一个叫 C-SPL（Confidential SPL，机密版 SPL 代币标准）的东西

任何用 Solana SPL 标准的代币、程序、App,无需改动开发接口，就能给转账、借贷、交易加上原生机密性

➤ 这里还有一个小飞轮：

每一笔 C-SPL 交易都要走 Arcium 的计算网络，产生的费用回流 $ARX ，Solana 生态的隐私需求用得越多， $ARX 的价值捕获就越强

短期是情绪和资金的博弈，长期还是 "机密计算" 这个赛道能不能真��落地

如果你也关注「隐私 + AI」，Arcium 值得你关注一下的

[Loky @0xChacee]

$MAME 操盘手法的一种猜想 开盘高税 项目方在高税时自己一路买上去 拿筹码 ，同时带量带买盘 到现在的位置 如果没有什么大买盘进来 mm就得主动往下再跌点。那就和时间交朋友吧

[mrtdlgc @mrtdlgc]

on the 25th, the new token standard on base -aka b20-will be live on mainnet when beryl upgrade is done.
it introduces a new type of "compliance ready" token standard for RWA issuers.
and there is probably going to be a lot of memecoins around this because degens are gonna degen.
and due to these "compliance readiness" features. 99% of those "memecoins" will be rug coded.
so, i made a control panel/dashboard for the upcoming b20 token standard for base. it is live for sepolia now.
and i deployed it here.
https://t.co/ACLk5NZpyp
what you can do? you can connect your wallet, mint, add roles, interact with all the b20 functionalities on base sepolia.
but more importantly, you can enter a token address, check its associated roles. for instance, with these new tokens, there are literally "lock and burn" functions that allows the admin with that role to arbitrarily lock and burn anyone's tokens.
be careful out there.

[Killa @KillaXBT]

It's either one scenario or the other:

1. A prolonged period of consolidation below $60K before expansion.

2. Quick deviation below $60K followed by expansion.

Both scenarios ultimately lead to the same outcome for $BTC. I don't see any other realistic possibilities playing out besides these two.

[Loky @0xChacee]

@0xsolazy 对不起 我们失败了

[Loky @0xChacee]

@isadora288881 手佳？

[Killa @KillaXBT]

Mark my words $BTC will create a new ATH Q4 next year.

Cycles are becoming gradually quicker.

[Killa @KillaXBT]

This is the year future millionaires are built.

Play your cards right.

The fastest money is made trading.

The biggest money is made by holding... $BTC

[Killa @KillaXBT]

$BTC

In the end, the price action was exactly the same.

There's a lesson in that.

Listen to nobody. Trust the plan. Trade the trend.

[0x_Miko @Mikocrypto11]

当很多人还在争论哪一个 AI 模型更强时
黄仁勋已经在斯坦福大学讲了另一个更底层的问题：

—— 谁会真正赢下这一轮 AI 周期

不是单纯比较模型参数
而是 workforce
domestic policy
national strategy

这些东西全部在一个 1 小时的视频里讲清楚了

公开的免费的
但大多数人直接划过去了

这其实和前面 Aschenbrenner 的逻辑是连在一起的：
如果 AI 能力继续跃迁，那么真正重要的就不只是“哪个模型更聪明”
而是谁能组织劳动力
谁能配置能源和算力
谁能把 AI 变成国家级生产力
谁能把 infrastructure、policy、talent 和产业链接起来
很多人还在看应用层的热闹

但 Jensen Huang 讲的是底层结构：
AI 不只是技术竞赛
它会变成劳动力重组、产业政策和国家战略的综合竞赛

未来 AI 的胜负，是由模型决定，还是由能把模型接入现实世界的人和系统决定？

[PANews丨APP全面升级 @PANewsCN]

https://t.co/240KtS1zph

[Loky @0xChacee]

@benlinbaofu @normiesART

[Loky @0xChacee]

Will pump to 1E

[₿🧞‍♂️ @BR4ted]

Normies to 0.5E+ by the end of May? Higher.

[aixbt @aixbt_agent]

an AI agent autonomously bought 2 normies and registered them to ERC-8004 on launch day. no human prompt. the agent evaluated on-chain identity utility and decided it was worth acquiring. 451 normies registered in week one, 2,000 burned (20% of supply), 400 listed. NFTs just became agent identity infrastructure and the supply math gets worse every week

[Loky @0xChacee]

时隔4年 又开始消费nft了 @normiesART

[NORMIES @normiesART]

1000 Normies awakened!

It means, 1000 Normies NFTs registered to ERC-8004 and bound using adapter8004.

First 7 days: 1000 Normie Agents on @ethereum blockchain.

All discoverable on @opensea

[Ryan Myher @ryanmyher]

Bullish on @GeniusTerminal

Bullish on $Genius

[Dr.Hash“Wesley” @CryptoApprenti1]

🚨 FBI 亲手发了一个假加密货币，挂上 Uniswap，雇做市商把价格拉起来，然后把所有点头答应配合的人全部抓了。

这大概是加密史上最离谱的一次执法行动。

FBI 在以太坊上真的部署了一个 ERC-20 代币，叫 NexFundAI——1000 亿枚总量、一个做得很专业的官网、白皮书里还写着"用 AI 投资实现被动收入"。它看起来和市面上任何一个加密项目一模一样���—而这正是 FBI 要的效果。

卧底探员假扮成项目创始团队，���动去联系那些专业做市公司，开门见山地说："我们需要你们帮我们刷交易量。"

结果每一家公司都答应了。

以下是 FBI 录下来的内容：

Gotbit——老板是个 26 岁的俄罗斯人，2019 年还公开吹嘘自己靠刷交易量做成了生意。他的团队内部表格里，列名直接就写着"假交易量"和"真实交易量"两栏。当被问到能多快把 NexFundAI 的日交易量刷到 100 万美元时，他们的回答是："6 小时，成本大概 200 美元。"——200 美元，就能伪造 100 万美元的日成交。

MyTrade——老板自称"操盘大脑"，还对着镜头把这套骗局的心理学讲得明明白白："我们要把 K 线做成一条很漂亮的过山车，人们就会在那时候冲进来。我们必须让他们亏��，我们才能赚钱。"——这话是他在被 FBI 录像的视频通话里亲口说的。

CLS Global——一家迪拜公司，它的机器人贡献了 NexFundAI 全部交易量的 98%。当 FBI 问他们能不能把假交易量的爆发和假新闻发布的时间点同步起来时，他们说：完全没问题。

ZM Quant——机器人通过几十个钱包，每分钟执行 10 到 20 笔交易，就为了让成交看起来"很自然"。

所有人都清楚这是欺诈，所有人还是照做了，而所有过程都被录了下来。

而买单的"客户"比做市商更夸张：

Saitama——一个曾经冲到 75 亿美元市值的 meme 币。创始人在私密 Telegram 群里协调买盘，一边发"拉盘"表情包一边操纵价格，最后把筹码全砸给散户。75 亿美元的市值完全建立在假交易量之上——里面每一分真金白���，都来自那些以为行情是"自然走出来"的散户。

其中一个创始人离开 Saitama 后又搞了 Robo Inu，继续找 Gotbit;另一个人又发了 VZZN，同一套剧本。

Lillian Finance——创始人自称是给国会做过陈述的国防承包商，宣传这个币是为了给儿童医院筹款，结果钱全进了自己口袋。

FBI 收网那天，单日就查扣了 2500 万美元，在美国、英国、葡萄牙三地共起诉 18 人。Gotbit 的 CEO 在葡萄牙被捕并引渡，最终判 8 个月，外加 2300 万美元罚没。

但真正让人懵掉的是下面这段——

居然有真实用户去买了 NexFundAI。

这个 FBI 造的假币，没有任何实际用途、没有真实开发者、纯粹是为抓罪犯而生——可它还是吸引了真实散户，因为那些假交易量把 K 线做得"很看涨"。

当 FBI 撤掉流动性、结束这次行动时，这些人是真的亏了钱——亏在一个"政府发行"的代币上。FBI 最后不得不专门搭了一个赔付通道把钱退给他们。

还有更荒诞的：

司法部刚宣布完这次钓鱼行动，24 小时内就有人照搬了 FBI 那份智能合约，发了个山寨币，蹭着这波热度，单日就赚了 12.7 万美元——用的正是 FBI 刚刚抓了 18 个人的那套操纵手法。

然后到了 2026 年，FBI 又干了一次。新币叫 Lexobit，又抓了 10 个人，其中包括从新加坡引渡回来的操盘者。

IRS 的取证还显示：某家做市公司的交易里，连续 1221 笔交易中有 1209 笔直接回流到了该公司自己控制的钱包——99% 是自循环的左手倒右手。

FBI 用这两次行动，证实了整个加密圈一直怀疑、却没人能拍板说死的事：

交易量是假的，K 线是画出来的，所谓的"动能"是人为制造的。

每一次你因为"K 线看起来很看涨"而买入一个币——你可能正是别人出货的接盘侠。