The past few days have taught me a lot when it comes to taking positions, and because of that I now have 2x higher expectations of myself. I was lacking motivation recently, but it came back on its own.
Stwierdziłem spontanicznie że zrobię społeczność na X. Bo czemu by nie. Za dużo osób robi błędy w Europie nie rozumiejąc obecnego rynku.
https://t.co/Hl8OKqP1Mi
I never thought I’d find myself in the ELITE - ever. Time for the next networking alphas.
Thanks for the @wallet invite, and see you in HK 🇭🇰 (10-12 Feb @ Consensus)
Starting today, I’m spending a few hours with Manus and Claude. I decided it’s time to actually integrate AI into my life. After spending a few hours today - yeah, I think I might’ve overdone it a bit lmao
I spent 2.5 hours today in the jungle, hoping not to run into any snakes, and being offline sparked a lot of thoughts.
I’m genuinely grateful that I can choose days like this for travel. Tomorrow is a full day in a cafe, getting lockin.
Chinese New Year a new mascot is taking off.
If it was meant to be a smiling mascot but a manufacturing error made it sad - #哭哭马.
I think it has a strong chance to go viral in China, especially with Chinese New Year gift season.
> Could be a LABUBU-style repeat ($2.8m alr)
SOL is finding its way back to Bybit & Binance, and $PENGUIN explains why.
I replied to @0xSunNFT yesterday in Chinese. I’ve been studying the language on Duolingo (day 45) and living in China for a couple of months now, and I noticed that CN CT is much more interesting than the English one.
But I’ll also share here what I described in Chinese about $PENGUIN (dev @WojcikAndrezj) so y'all can understand it as well.
> First appeared on Bybit Alpha at around a $10M market cap, and from today’s perspective, it looks almost like a perfectly timed move.
If Bybit actually starts taking real initiative in the next stages and commits deeply to the SOL ecosystem, this moment will turn out to be the key pivot.
> Shortly after $PENGUIN was listed on Binance Alpha and ASTER, which sends a very clear signal - Binance is once again selecting and supporting projects from the Solana ecosystem.
This is especially important because it’s been a long time since we’ve seen a token that truly originated on SOL and at the same time received long-term exposure and institutional support within the Binance ecosystem.
> If Binance begins redirecting traffic, resources, and distribution channels back toward SOL projects, this could be a game changer - not just for PENGUIN, but for the entire SOL meme ecosystem.
What’s also noticeable is that they are doing this quietly. In Europe, people are only now starting to understand what Binance Alpha even is and if that’s the case, then Bybit Alpha is even further off their radar.
In my view, the next wave will follow this path:
> Bybit Alpha → Binance Alpha (depends of eco)
This route will consistently feed new capital into the DEX ecosystem. I also get the sense that Bybit is currently learning directly from Binance and, importantly, it’s practically the only exchange that truly understands this dynamic.
Other CEXs still don’t fully know how to play this, but launching Bybit Alpha was a crucial move. It will attract more degens to watch Bybit closely, leading to a concentration of attention and liquidity.
Over the longer term, Bybit will build real momentum and a structural advantage from this.
Right now, very few people are actually discussing Bybit in a broader strategic context, which is why I believe we are still at the very beginning of the entire pipeline:
Moonshot Verified → Bybit Alpha → Binance Alpha → Bybit Spot → Aster Spot → ByBit Futures → Binance Futures → Binance Spot
SOL just opened the gate to Binance and Bybit.
This is the ignition point for the next SOL + BSC run. If you don’t see what’s happening here, you’ll be late.
Pipeline
> Binance Alpha / Bybit Alpha
> Aster SPOT & Futures
> Binance & ByBit Futures
> Binance & ByBit SPOT
Now you can tell from someone’s profile who is a KOL and who is a degen. KOLs want to cash out bags they got for free.
Degens make money on their own capital.
How many actually profit? I’d guess less than 10% in Europe in the current market.
Choose people who don’t dump bags on you - choose people you trust.
Just unlocked my Gas ID via ETHGas 🪪
I'm a Teen Jack with 0.2978 ETH spent on gas since Beacon Chain - now fueling my climb to the Gasless Future and earned 120 Beans already.
Reveal yours at https://t.co/45f8l8ntPW