必胜

2017年5月入圈，8年还在悟道路上，4轮牛熊穿越者，远古韭菜，所有的推文都不是投资建议，Sats钻石猎人和2025年aster钻石猎人 I 独立研究员##TCG 玩家

[必胜 @avav2023Sat]

朋友的中转站上线了，现在是上线推广阶段，现在有200美元的免费额度试用活动，可以白嫖200刀，有需要的滴滴我，私发邀请码 #中转站 #免费的token

[必胜 @avav2023Sat]

@Gigiweex 保证金多啊

[必胜 @avav2023Sat]

@BTCdayu 虫哥也发过币，割过韭菜，不过他后面，维权的韭菜都处理好，就没出什么事

[必胜 @avav2023Sat]

@zengying1107 为什么你连孙哥都留不住？

[必胜 @avav2023Sat]

@EvaCmore 都是老韭菜了，没做过选择题吗？为什么一个项目，一堆kol奶，为什么还跌？

[必胜 @avav2023Sat]

@Gummybear1771 很畸形，很多国内女性还不自知，俞敏洪当初说中国的当代女性是堕落的，后面被喷到道歉了事

[必胜 @avav2023Sat]

@Kongkongda5882 还好，太穷导致买不起，零损失

[必胜 @avav2023Sat]

@giantcutie666 天天研究这些的，肯定是有常常和不同的人发生关系，爱惜一点自己吧

[必胜 @avav2023Sat]

@BTCdayu 这篇文章写的太大，大宇老师，这边总能看见不少好东西

[必胜 @avav2023Sat]

@0xCryptoUni 是TC？不是aster团队的，不过她持有aster，所以奶过aster

[必胜 @avav2023Sat]

@phygitals 今天是华人的端午节，可是你们从来不重视华人社区，也不懂的和社区沟通，怪不得社区意见这么大，连端午节祝福都没有，你比cz还牛

[必胜 @avav2023Sat]

@0x_xifeng @luyaoyuan @renaissxyz 就龙头这个财富效应很不错，其他的都没发b，所以也不知道怎么样

[Tat Thang @tatthang]

Memecoins aren't dead. They just got replaced by a different casino.

Collector Crypt did flip PumpFun in daily revenue. That's real.

But look at what Collector Crypt actually is. You buy a random pack. You open it. You hope you hit a rare card. If you don't, you sell it back to the platform for 85 cents on the dollar.

That's a gacha machine. A slot pull with a Pokémon skin.

PumpFun was the same game. You buy a token. You hope the chart goes up. 99.74% of tokens launched on PumpFun never graduated. The house always won.

Now the #1 revenue app on Solana went from a memecoin casino to a trading card casino. The UI changed. The house edge didn't.

Collector Crypt takes 10-15% on every buyback. PumpFun took fees on every launch and swap. Same model. Different skin.

I looked at the revenue spike. Solflare embedded Collector Crypt's gacha packs directly into their wallet last week. Revenue jumped 129% in a week. That's a distribution play, not product-market fit. Ask PumpFun how sustainable $4.8M per day was. They're at $800K now.

Solana's killer app has always been a casino. The only thing that changes is the costume.

[必胜 @avav2023Sat]

@Zeneca 看好TCG代币

[必胜 @avav2023Sat]

@AirdropAlchemis 炒币也是地狱级别的

[必胜 @avav2023Sat]

@TC8880 龙二有点拉胯

[必胜 @avav2023Sat]

很好解释了，为什么加密的人大多数对卡牌感冒

[Otto Suwen @OttoSuwen]

Why CT is ignoring TCGs:

I've participated in crypto for a little under a decade. There have been countless narrative driven pumps. Currently, the hottest topic is the TCG meta. However, it's quite obvious that the majority of CT is indifferent to TCGs. Why is that?

I believe that CT has become too accustomed to insider plays that have no intrinsic value. Two examples are NFTs in 2021-2022 and Memecoins in 2024-2025. Neither NFTs nor Memecoins were culturally relevant. They pumped purely due to speculation. Those that made the most money on these were either early or had inside information. Both metas were red hot, but by the end, basically every project/coin went straight to $0.

The reason is because after the speculation layer is removed, both NFTs/Memecoins are just vaporware. Additionally, retail has become wary of KOLs shilling trash. Every time that retail gets burned, they become less and less likely to buy what CT shills.

Now why are TCGs different? Unlike NFTs/Memecoins, it's real-world brands that are creating the assets. There is no way to "fork" Pokemon or One Piece. Additionally, these TCG manufacturers understand the concept of scarcity. In NFTs/Memecoins, if there is a runner, some scumbag will just create their own copy and PVP. In TCGs, PVP is simply not possible.

Additionally, even if TCGs do operate in cycles, they will always have underlying value. A Charizard or Gol D. Roger will always be valuable no matter the price. The same cannot be said of crypto assets, whose value is only self derived from price.

Since CT has been accustomed to investing in vaporware, most will completely miss the TCG trade. This is especially true of the CT 2024 class, that believes assets only pump once and then go -99% for the rest of their life cycle.

Now will TCGs pump forever? Probably not. But at the end of the day, even if everything crashes to $0, I still have a nice piece of cardboard to look at.

[必胜 @avav2023Sat]

@weiyux2021 泡泡玛特算吗

[必胜 @avav2023Sat]

@phygitals 人家那边都发第二次空投了，你却一直在消耗社区的信任

[必胜 @avav2023Sat]

@molusol 上面流动性很差，我挂了好久都卖不出去