咸鱼翻身还是咸鱼

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[咸鱼翻身还是咸鱼 @buynow2024]

https://t.co/GINY8bvGGd
目前我个人在用的一套交易系统的指标，根据价格形态和高低点来判断多空趋势，有需要的可以联系我授权，10U/月，100U/年。
声明：指标的作用是辅助提高读图效率，并不能预测行情。

[咸鱼翻身还是咸鱼 @buynow2024]

@imsongshu 松鼠哥，一起来建设hook 吧，$upeg $swing ，拥抱创新

[咸鱼翻身还是咸鱼 @buynow2024]

@Showy005 第一个是 $swing ，这个是仿盘

[咸鱼翻身还是咸鱼 @buynow2024]

@DegenHook bad folk form $swing

[咸鱼翻身还是咸鱼 @buynow2024]

$upeg now 740U

[咸鱼翻身还是咸鱼 @buynow2024]

$UPEG 几乎所有希望都在V4 HOOK上了

[咸鱼翻身还是咸鱼 @buynow2024]

HOOK SUMMER ! $SWING $UPEG $PRISM

[咸鱼翻身还是咸鱼 @buynow2024]

@huojichuanqi 梭哈V4 HOOK

[咸鱼翻身还是咸鱼 @buynow2024]

@plantegg 下次可以试试极氪009，最喜欢保姆车的香港人已经用它替代埃尔法了。

[咸鱼翻身还是咸鱼 @buynow2024]

@hajimiluo @haydenzadams uni换个upeg头像就彻底引爆

[Uniswap @Uniswap]

Hearing it's Uniswap Hook summer

[咸鱼翻身还是咸鱼 @buynow2024]

@RyoTakeuchi2333 从小看奥特曼，然后长大了告诉我这怪兽能吃。。。

[咸鱼翻身还是咸鱼 @buynow2024]

@RXu107 @Sestri_xyz 有价值的 $upeg $swing 不去玩，跑去跟风fomo一个代码都没有的币。。

[咸鱼翻身还是咸鱼 @buynow2024]

@RocM301 医保有家庭共济账户，家人看病可以扣自己医保的钱。

[咸鱼翻身还是咸鱼 @buynow2024]

@cryptopepace @Uniswap @haydenzadams @UniswapBuilders @saucepoint https://t.co/DAjuREO63G
跑路项目sa1t的换皮

[Bert Luv @BertLuvv]

🚨 Did the team behind $SA1T just relaunch under a new name?

I’m not claiming this is proven.

But after digging through contracts, docs, GitHub and the timeline…

The similarities between $SA1T and Programmable ($V4) are hard to ignore.

Receipts below 👇

@0xprogrammable

[Nomatic @Nomaticcap]

When should I buy ethereum:0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66 ?

I wrote about exactly this two weeks ago in my Maple deep dive and laid out what I wanted to see before adding:

“The loan book just hit an all time high, and a good chunk of that growth has not shown up in revenue yet either. The nice thing is that this is very easy to prove. By this logic, July and August revenue should start turning up. That is the exact thing I will personally be watching.”

Basically, there’s about a one month lag before AUM growth starts trickling through into revenue.

I ultimately decided not to buy after writing this report, although I'm still bullish. My thinking at the time was pretty simple:

“I could probably even convince myself to get ahead of what I think will be strong July and August numbers and just buy now. But I don’t think the market is that efficient yet. I feel like I have time to wait for more evidence and de-risk my buys a bit further.”

So we've arrived at the first checkpoint from my article. July revenue is currently at $1.318 M through 30 days. At the same daily pace, it should finish the month around $1.36 M (only one day left).

That would give us three green months in a row since the May bottom.

This is great. The lag thesis is doing exactly what I expected it to do. But so far this still isn’t quite the growth I was looking for.

As mentioned, the loan book hit an all time high AUM and a meaningful chunk of that growth should really start flowing through in the August numbers.

The number I really want to see revenue approaching is ~$2M per month.

At a current $200M FDV, July’s projected revenue puts SYRUP at roughly 12.2x on an ARR basis. At $2M per month, that falls to about 8.3x.

Also coincidentally $2M per month is where the new MIP-021 buyback formula reaches its top tier. At that level, 30% of revenue would go toward buybacks instead of the current 10%.

So the multiple falls from roughly 12.2x to 8.3x, while monthly buybacks jump from around $136,000 to $600,000. I think this is where it starts to get more interesting at these prices.

Getting from July’s projected $1.36M to $2M would require roughly 47% month over month growth.

That’s a decent bump, but they’ve been there before and had plenty of months above $2M in revenue not that long ago. And given the ATH loan book and the lag between new loans and revenue, it’s also a very clean test of the lag thesis.

So my plan hasn’t really changed. I still don’t see much urgency to add until the revenue improves a bit more and I think it will.

I'm going to keep an eye on these revenue numbers. If Maple is sitting around $1M halfway through the month of August, that’s roughly a $2M revenue month taking shape. That's sort of what I'll be looking out for to increase my SYRUP position.

The cool thing is, we don't need to wait for quarterly earnings calls here. We can monitor the situation daily in real-time 📈

if you want to read my full SYRUP report it's in the next post below:

[咸鱼翻身还是咸鱼 @buynow2024]

$UNI 最近动作真多，主流里面率先突破下跌趋势的

[咸鱼翻身还是咸鱼 @buynow2024]

@RuneCrypto_ @Uniswap $swing

[Unipeg @unipegv4]

''On Building'' by 0xHadrian.eth

https://t.co/dYp97PR0En

[咸鱼翻身还是咸鱼 @buynow2024]

今天最大的惊喜是 大小眼 $lo0p 0x00000000000050806673B532D7486ac114c1De3F

[咸鱼翻身还是咸鱼 @buynow2024]

@Ed_x0101 V4是个诈骗盘，跟之前跑路的SA1T一模一样

[咸鱼翻身还是咸鱼 @buynow2024]

V4这个币从头到脚都是SA1T的复刻，别再给这个骗局送钱了，完全跟V4 HOOK没有任何关系的一个币。

[Bert Luv @BertLuvv]

I am now 10000% certain this is a rug $v4 @0xprogrammable . There was an identical project on eth a month back called $sa1t that was doing the exact same thing, including the hackathon! Do not buy this project and dump your bag!

@kyle @damian_et