CryptoRulesEverythingAroudMe

我元妳媽的雞巴宇宙

[CryptoRulesEverythingAroudMe @CkingC9915]

一是在市场价格判断上，价格变化本身透露出的信息远比持仓量、成交量的意义重要；二是对一个投机者来说，不要去参考市场中别人的行为，从众是通向地狱最廉价的门票

[CryptoRulesEverythingAroudMe @CkingC9915]

@yueya_eth @grok 恭喜yueya老师
0x3ac16f36f4eeae10f7f658579171989ee1d62b1b

[CryptoRulesEverythingAroudMe @CkingC9915]

@Kuttielocs1 怎么加入

[CryptoRulesEverythingAroudMe @CkingC9915]

@cobie You made 400m bro

[CryptoRulesEverythingAroudMe @CkingC9915]

@Michael_Liu93 麦总，我在你几千粉丝时果断关注，也属于老粉啦，希望这次能抽中哟

[CryptoRulesEverythingAroudMe @CkingC9915]

@0xcryptowizard 这段话是写给james的嘛😂

[0xSammy @0xSammy]

Projects launching their own Model Context Protocols (MCPs) are gaining traction

This is the missing link that connects AI Agents to the real world, and each other

Here are several that have caught my attention recently

🧵(1/12)

[CryptoRulesEverythingAroudMe @CkingC9915]

@luyaoyuan 想要

[CryptoRulesEverythingAroudMe @CkingC9915]

本轮最大的骗局就是质押

[Yuyue @yuyue_chris]

群友和我讨论 @boopdotfun ，被估算 100% 的年化 fomo 住了，我跟他说 boop 这种激励模式是难以持续的

第一波质押的人目前已经通过利息回血了快 20% 多，本质上来说这更像一个 DeFi 盘子，盘子玩法还是要想清楚谁提供了 APR：一是接盘 boop 台子币的人，二是质押的人本身

我并不觉得 boop 今天被 fud 就到头了，因为 dingaling 的个人能力、号召力、资金量和影响力都很强。正如我之前所说的 100 个 1M 和 1 个 100M 的问题。他如果想做出 100 个 1M 的币就是易如反掌，也无需搞出来一个 100M 的龙一，第一波的人赚钱我一点也不怀疑

但是这个空投激励的模式是有限度的，想清楚本轮最大的骗局就是质押，一切要质押的东西我都会谨慎考虑，除非全是利润再拿去质押

哎，质押是骗局，项目方皆以我族为食！

[CryptoRulesEverythingAroudMe @CkingC9915]

AI Agent能否具有好的sense为币的叙事自动归纳分类

[Sunova太初 𝓰𝓶𝓰𝓷𝓪𝓲 @CryptoSunova]

《一文详解老外玩meme的思维+审美》
1. 玩法：trade or game？
和很多打狗老外交流过他们的玩法，东西方打狗习惯差异还是挺大的
对于东方degen来说打狗是以小搏大的trading，吃数据分析/消息面/渠道/工具，吃操作
但对老外来说这更像一款顶级的电竞游戏，节奏快，刺激，sexy，觉得好玩就上车，玩的是注意力和情绪，不会把太多精力放在研究一个标的的确定性

2.审美：为什么老外会吃这个meme？
看一款meme的叙事时，很多时候会不理解：这凭啥飞了？
了解流行文化最快的方式就是奶头乐，尤其是抖音/tiktok
老外的梗有几个特征：
1️⃣Absurdism荒诞主义：无意义、反逻辑、超现实的梗
无厘头本身就是一种humor，老外绝对纯爱的
打狗遇到这种盘子，去tk搜下关键词or标签看看热度

2️⃣Nihilism虚无主义：玩梗消解宏大叙事
老外奶头乐吃的狠，毕竟tittytainment也是资本主义产物，经济下行社会矛盾都会通过一些轻松的视角引发共鸣来聊以自娱
近期可以关注一些对美好生活向往/科技幻想/和平/超人类/反人类的命题
社会异化--情感麻木--虚无是自我消解，荒诞是唤醒感知

3️⃣ Dark Humor政治不正确：本质上是对言论自由边界感的讨论
memecoin的新闻交易属性需要我们对宏观政治保持敏感度，比如最近的全球关税/欧洲大面积停电，加密政策/恐怖袭击/战争这些也是需要关注的命题，这里需要我们暂时屏蔽政治立场，用老外的视角去看待

4️⃣ Humanity人性关怀：集体心理防御机制+存在主义文化认同
艺术/自嘲文化/动物保护/公平/人权/情感/生命科学进展/亚文化认同/反资本/和平，这些是我们需要关注的命题
例如松鼠和lemon，我踩中的原因恰恰是从动物保护+人权的角度，昨晚我在调研特斯拉偷狗事件时，发现美国的lemon law恰恰是维护车辆消费者权益的法律
包括一些动物主题的标的，尤其是触达动物保护和艺术家系列，动物热梗，狗和青蛙的各种变形创作，都是老伙伴了对吧
亚文化社区的梗也得熟悉，游戏圈/动漫圈/科技圈 etc.
千万不要小看亚文化社区的凝聚力和买量，恰恰是不够懂亚文化社区我卖飞了motion

5️⃣ Nostalgia怀旧主义：相信我，人类的基因拒绝不了回忆杀
目前meme市场的主力是90年代的人，还有GenZ
前者进入怀旧期，后者则是发现复古很酷
哪怕是在音乐上老外也很喜欢nostalgia，各种retrowave/synthwave，流行歌里的复古采样，视觉上大家也喜欢复古，各种滤镜/ccd/拍摄手法
meme更为灵敏的触达这种情感，老梗新玩这套我们都熟

最后的配图是我打狗以来第一次当钻石手，相信自己对于老外meme文化的判断拿着过夜，我第一次进场的时候没啥华语kol在，也被洗出去过一次，我怀疑过自己的判断，毕竟前几个小时我亏了十几s，没赚多少钱，但踩对节奏的正反馈，收干了之前所有的眼泪，算是记录菜狗的小小成长吧

这游戏挺好玩的，enjoy米娜桑～

一键三连支持下呀～谢谢观众老爷们❤️

[CryptoRulesEverythingAroudMe @CkingC9915]

@MemeRadar_sol 免费简直也太良心了！

[jack @jacknuked]

https://t.co/movrNZBN5i

[CryptoRulesEverythingAroudMe @CkingC9915]

@Shanks_A9z 不死总有出头日！

[CryptoRulesEverythingAroudMe @CkingC9915]

@Web30rey 来真的啊老师

[CryptoRulesEverythingAroudMe @CkingC9915]

@ec_unoxx 没看完，先点了

[CryptoRulesEverythingAroudMe @CkingC9915]

@gm365 可以用Figma做成文字卡片

[CryptoRulesEverythingAroudMe @CkingC9915]

I AM LUCKY,LUCKIER,LUCKIEST

[GRITCULT @GRITCULT]

LUCK IS A SKILL MANIFESTO

Like any skill you can improve it.

AFFIRM: "I AM LUCKY"

[CryptoRulesEverythingAroudMe @CkingC9915]

交易是孤独的。它让人痛苦。它让你质疑一切。但如果我再次选择？我仍然会选择这一切

[Risk @ryzzqq]

52 Trading Never-Dos: Lessons Every Trader Learns The Hard Way

1) Never oversize. That is when you start becoming irrational. Blowing up while still being right is the fastest way to ruin.

2) Never trade when tired or sleep-deprived. Decision fatigue has ended more traders than liquidation ever could.

3) Never trade without a defined edge. Entering without one is just gambling with extra steps. If you can’t explain your edge in a single sentence, you probably don’t have one.

4) Never enter a position out of boredom. The desire to always be in a trade leads to suboptimal returns. More often than not, doing nothing is the best move.If you find yourself taking trades just to feel busy or because you “haven’t traded in a while,” check yourself. Trading for action leads to sloppy decisions and losses​.There’s no prize for the most trades – only for the most profitable trades. Sometimes the best trade is no trade

5) Never trade after a big loss. Tilt sets in, and you try to win it all back in one bad bet. Trying to recover everything at once is a guaranteed way to lose even more.

6) Never enter a position without an exit plan. Whether it’s a time-based stop, price stop, invalidation, or catalyst-driven exit—define it before you enter. Remember, the last moment of objectivity is before you place the trade​.Once you’re in, it’s much harder to admit you’re wrong, so decide beforehand when to cut the loss.

7) Never marry your bags. The market doesn’t care about your conviction. Cut or be cut.

8) Never trade your PNL—trade the market. Chasing losses or fixating on past wins clouds judgment and distorts execution.

9) Not all views are meant to be traded. The best trade is often no trade. Preserving capital and mental bandwidth for when odds favor you is more important than forcing activity.

10) Never fight the trend. The wave is stronger than you. Adapt or get wiped out.

11) Never try to knife catch without reason. "Cheap" can always get cheaper.

12) Never break your trading rules or deviate from your plan in the heat of the moment.​ Your rules exist for a reason – usually learned from painful experience. The moment you convince yourself “just this once” to ignore a rule (like moving a stop, or doubling down, or trading too big), you open the door to chaos. Discipline is doing the right thing even when it’s hard. As one trading maxim goes, plan the trade and trade the plan.

13) Never fire all your bullets at once.

14) Never trade outside your comfort zone. If a position is too big, you’ll start making fear-based decisions, thinking that market or someone is trying to liquidate you seeing ghosts where none exists. Size your trades proportional to the quality of your sleep at night.

15) Never let ego keep you in a bad trade. Admit when you're wrong—cut, reset, move on.

16) Never underestimate market reflexivity. Strength can always go higher, weakness can always go lower.

17) Never assume liquidity will be there when you need it. The exit door is always smaller than you imagine—liquidity isn’t something you decide, the market does.

18) Never mistake randomness for strategy. Buying because price is going up or shorting because it “feels high” isn’t trading—it’s blind betting. Even with good risk management, you’ll bleed out over time if your entries are based on nothing.

19) Never make the same mistake twice. Trading mistakes are inevitable, repeating them is unacceptable. Never lose the same way twice

20) Never forget to play defense. Being wrong is acceptable, staying wrong is not. Protecting capital always comes first. "Don’t focus on making money; focus on protecting what you have.”

21) Never just focus on offense. Survival > everything. If you don’t bet, you can’t win. If you lose all your chips, you can’t bet.

22) Never fall into lifestyle creep after one big win. The problem starts when you begin forecasting annual income based on a single lucky trade.

23) Never forget to turn defensive after a hot streak. Big losses come after a series of wins when overconfidence sets in. Check your ego—your last big trade means nothing to the market.

24) Never let pride, ego, or overconfidence take over. Always stay humble.|

25) Never trade in situations where you don’t have control. for eg. FOMC events

26) Never get complacent. A strategy that worked in one regime may stop working in another. Trading is a craft that requires continuous self-improvement. Comfort Is Often the Enemy of your PNL. Never assume you know for sure what the market will do. “We have two classes of forecasters: those who don’t know — and those who don’t know that they don’t know.”​ Never assume your edge is permanent. Markets evolve, edges fade, and what worked last cycle may be useless in the next. Keep refining, keep testing—stagnation is death.

27) Never ever average losers after your reasoning has been invalidated

28) Never trade with certainty, trade with conviction.

29) Never assume the market “must” do something, especially based on recent patterns.​The market doesn’t owe you continuity or logic. Just because a market has been rising (or falling) steadily doesn’t mean it can’t abruptly reverse. Avoid words like “surely” or “can’t possibly” in trading. Stay flexible – anything can happen. As a reminder: never say never about market behavior.

30) Never mistake win rate for everything. Maximizing winning trades for the sake of feeling good is a trap. Taking profits too early or avoiding necessary small losses ultimately hurts profitability.

31) Never underestimate discipline, patience, risk control, and execution over alpha generation. Plenty of traders have great alpha flow but don’t know how to use it.Good execution involves choosing not just what and how to trade, but when not to trade. Sometimes the best execution decision is no trade at all if conditions aren’t suitable. Always ask: “Do I have an edge here, or am I flipping coins?” If it’s the latter, save your capital for a better spot.

32) Never fall apart after a big loss or get euphoric after a big win. Emotional resilience is a trader’s strongest asset.

33)Never ignore price action after news. If the market reacts opposite to what you expected, get out. The market is telling you something you don’t see.

34) Never trade on borrowed conviction. If you buy on someone else’s tip, you’ll need them to call your exit too—and when they go silent, you’re stuck. As Livermore said: “Nobody makes big money on what someone else tells him to do.” Hone your own craft, build your own system. If you can’t trust your own decisions, you’re just a pawn in someone else’s trade.

35) Never go against your intuition. If something feels off, it usually is.

36) Never try to Catch Every Move It’s tempting to try to grab every up and down in the market, but that’s a fool’s errand. Always come from the mindset of abundance and not scarcity, markets will still be there and there are ample opportunities in the market to make you whole,
you don’t need to swing at every pitch.

37) Never underestimate the power of failure. Failing early and failing often—while staying in the game—is how you get better.

38) Never hold onto losers when your thesis is invalidated, especially after a massive drop. "I’ve lost too much to sell now" is how you go to zero.

39) Never let "getting back to break even" dictate your decisions. That mindset leads to overtrading and eventually, full liquidation.

40) Never focus only on entries. A trade isn’t over until you’ve exited. Knowing when to cash out is just as important as knowing when to enter.

41) Never ignore the “boring” part (position sizing, stops, risk/reward) – it’s what keeps you in business.Don’t wait for a catastrophic loss to teach you this lesson.

42) Never trade for the adrenaline rush, Trade for the win

43) Never fall into the illusion of strength—it’s often just lagging behind reality.

44) Never stay/enter in a position out of 'HOPE' and wishful thinking

45) Never underestimate risk management. Prioritize protecting capital over chasing profits. "Take care of your losses, and the profits will take care of themselves."

46) Never exit/enter a position recklessly. The same way you scale in, you should scale out—"all in, all out" is a recipe for disaster.

47) Never make a bet you can’t afford to lose. No single trade should ever be big enough to take you out of the game.“The most important advice is to never let a loser get out of hand.” You should be able to be wrong 20 or 30 times in a row and still have capital left​. Never allow a single position to jeopardize your trading career

48) Never trade outside your edge. If it’s not there, sit out. Forcing trades outside your framework is how accounts erode.

49) Never assume your edge is permanent. Markets evolve, edges fade, and what worked last cycle may be useless in the next. Keep refining, keep testing—stagnation is death.

50) Never judge a trade solely by its outcome. Good trades lose money sometimes, and bad trades can get lucky. Focus on execution over results.

51) Never worry about looking stupid or staying in a position because of your public opinion. I have seen many a men die before their time because they were worried about getting publicly ashamed. Cut your losses without hesitation. The market doesn’t care about your pride—neither should you.

52) Never underestimate the power of stepping away. If you’re in a losing streak, liquidate everything and take a break. Mental capital is just as important as financial capital. The key is to break the negative emotional spiral
Once you come back keep your size small and increase exposure only when you gain back your confidence.

These lessons were learned thanks to the books I’ve read, the smart traders I’ve learned from, and the endless mistakes I’ve made along the way.

Trading is lonely. It hurts. It makes you question everything. But if I had to choose again? I’d still take this over everything.

[CryptoRulesEverythingAroudMe @CkingC9915]

“向外张望的人在做梦，向内审视的人才清醒。”

[CryptoRulesEverythingAroudMe @CkingC9915]

@19ys_GGboy 太干了这输出