cookiemon

君子取之有道，远小人

[cookiemon @MonsterCpgt]

< 做多等于作孽

兄弟的这句话，好有哲理😅

币圈烂了，只剩无尽的抛售

[cookiemon @MonsterCpgt]

@EmanAbio 怪不得看你天天在tweet

[cookiemon @MonsterCpgt]

@BurlLeilan 准备皈依佛门🤣

[cookiemon @MonsterCpgt]

> 插针永不会缺席，一插一个准！

每次被爆都是做多，做空还未被爆过一次

做多务必极低杠杆
做空不急补仓

止损一时痛，但值得！
小赌怡情，禁不起折腾了。

[cookiemon @MonsterCpgt]

@yarhuter My goal is just to break even. I'm not expecting much beyond that. Honestly, I don't see much hope for a turnaround right now.

[cookiemon @MonsterCpgt]

@GracyBitget 说的很好
加密不改革，那就到了该结束的时候了

[cookiemon @MonsterCpgt]

@0xdenys_ 有多少apt

[Alex Krüger @krugermacro]

I largely think of "crypto" as a failed asset class at this point.

I've written about the causes multiple times. Mainly, most crypto assets are worthless, or have dreadful value accrual, and most founders have abused the lack of guardrails and dumped on people indiscriminately, or are outright scammers.

On top of that we had the Memecoins SuperBullshitCycle, a trend that brought the worst out of people, and sucked everyone's souls & pockets dry. And then came the never-ending wave of DeFi hacks, which has dramatically increased since last April.

This can seem contradictory, as adoption of "crypto" is surging:

> Stablecoin adoption continues growing fast
> Politicians in the US are openly pro crypto
> Tradfi is looking at tokenizing everything
> Usage of equities & commodities perps is exploding in offshore and DeFi exchanges
> The US is in the early stages of adopting perps
> Prediction markets are becoming part of everyone's daily lives

These are more "blockchain" than "crypto", although there are some exceptions with a token in those fields, most of which have been performing very well in recent months. A few among those exceptions even distribute most revenue to holders via buybacks (Hyperliquid in particular), which is what every investor actually wants to see to be invested in a good business rather than a fleeting narrative.

We also have the privacy category. The one old school crypto category that is not liquid diarrhea. The world needs private non-custodial stores of value.

Crime in particular needs privacy, as proven by the DoJ confiscation of $15 billion in Bitcoin from Cambodia's pig butchering farms, legal filing for which was submitted on October 8, 2025 (coincidentally right before 10/10). Of course, everyone needs privacy, not just criminals, but crime flows are real, and large.

The asset attracting the most flows in this niche is Zcash. Zcash's recent performance has been fascinating, as it has been trending higher with bitcoin trending lower, a sign of real reallocation among bitcoiners.

Another crypto category that is not dead is the "AI" category, full of high flying, fundamentally lacking, narrative driven tokens. The standout exception is Venice, a private AI platform with growing users and revenue, whose tokens are directly backed by the business rather than a narrative.

So one could say old "crypto" is a failed asset class, but from the ashes come new beginnings, and the new face of crypto is one heavily dominated by the needs of Tradfi, prediction markets, AI, and privacy.

Crypto sucks. Long live crypto.

[cookiemon @MonsterCpgt]

$NEAR 价值回归了吗？

什么时候我们啊

[cookiemon @MonsterCpgt]

@huangyu31085955 @stambouli_o1 有可能总供应量搞的多点？
个数就会多🤣

[cookiemon @MonsterCpgt]

> o1 听说要空投，吃瓜观众路过

有积分不按积分来空投，那都是耍流氓
规则越复杂，里面越有猫腻

简单点，说话的方式简单点🎶
没参与过，祝参与过的老铁们发财

[Decibel 中文 @Decibel_CN]

第一季第 13 周 AMPs 积分周报：

→ 累计发放 AMPs 积分：589,718
→ 赚取 AMPs 积分的独立钱包数：3,563
→ 通过好友推荐赚取的 AMPs 积分：20,921

目前所有美股标的均享有 AMPs 积分加速加成！

即刻开启交易 → https://t.co/RgN1G7svqQ

[cookiemon @MonsterCpgt]

身体又不听话了

冲一波

[cookiemon @MonsterCpgt]

@Sen_z9 真正的回购和通缩

[cookiemon @MonsterCpgt]

@yarhuter apt离通缩还早着呢..

[cookiemon @MonsterCpgt]

@guohai123 去过巴黎，乱的很

[cookiemon @MonsterCpgt]

@HakaishinOrigin The tech is already proven. Now give us the pump. 🚀

[cookiemon @MonsterCpgt]

> 毫无疑问，技术方面

遥遥领先！

aptos:native 什么时候，

价格能遥遥领先呢?

急

[cookiemon @MonsterCpgt]

All you have to do is start trading on @DecibelTrade

[X @X]

all you have to do is start posting

[cookiemon @MonsterCpgt]

@LoganJastremski true