大卫

一位合格的赌徒

[WhiskyTitan @web4O]

@buffalu__ Memecoins are leveraged bets on how long a joke will last

[大卫 @dw115599]

@OuYangZhuaiBai 和我签名一样哈哈哈

[大卫 @dw115599]

@jheioff 散户维权，必须支持

[Ansem 🐂🀄️ @blknoiz06]

cant really do anything about what people decide to trade but i will be clear about where we are at in the market

you do not want to burn your cash at the bottom especially when majors are at high conviction r/r spots, a return to ATH from here on solana is a 4x, last cycle bottom to top it did a ~37x, personally i think it ~10xs from here

bitcoin is down 50% from ATH testing very important support level confluence of prior cycle ATH & long consolidation s/r

solana is down ~75% at key support level also, if majors start trending again we are extremely early to the easy part of trading this market, this right now is the hard part, you are supposed to conserve your capital during the hard part so you can slam things that are trending when the market is becoming easy

your port should be broken up into majors & degen plays, if sol 10Xs from here then what are the onchain coins that establish themselves as betas going to do? a lot did 100Xs last cycle from the prices they were at weeks after theyd already been deployed, especially if you're betting on solana making a higher all time high they'll go even higher

buying onchain coins with established momentum & joining others bagworking while aiming for a 100X is infinitely better than buying new pairs vamping coins that already exist aiming for a 10,000X, the former has much higher success rate & is also much easier to buy, also, bull markets are very long so you even have the opportunity of rotating onchain coins ~6 months after their main run ups, for ex. you could have hit pepe, bonk, wif, fartcoin all last cycle, none of them topped at the same time, & all of them you had ample time to see them gaining momentum way after they launched

again im not a trencher so i dont fully understand these things but it makes way more sense to me to size into plays as they are becoming consensus and tp into euphoria when majors are at all time highs then look for new plays that are in the same spot, especially now since everyone is so bearish crypto there is infinite sidelined capital that is going to be present to buy your bags higher, you dont have to knife fight each other over 10k market cap coins

[大卫 @dw115599]

@jiujinshan2022

[大卫 @dw115599]

@jiujinshan2022 拉我进群巴黎哥

[大卫 @dw115599]

@niuniu255431 在疯狂长脑子

[大卫 @dw115599]

@aibaldking ?

[大卫 @dw115599]

@niuniu255431 牛逼

[大卫 @dw115599]

@mlmabc 大佬

[Ansem 🐂🀄️ @blknoiz06]

just realized the 60 day extension for the us-iran deal ends right around spacex first unlocks lol

[Ansem 🐂🀄️ @blknoiz06]

disagree, crypto is just going through a maturation phase

stablecoins, perps, & tokenization as themes will continue to proliferate throughout the global economy, and there will be many successful crypto startups that do well

hyperliquid is just the first of many startups that has done a great job of illustrating how open blockchains & tokenization of a business can be a dominant combination

current issues with sentiment around crypto are due to the largest coins not doing well, BTC went from $0.01 to $100k per coin in less than two decades, it very successfully achieved it's goal of maintaining value against the dollar as USD continuously lost its value, present day problems with the ponzification of bitcoin due to saylor's shenanigans is a temporary thing, i dont think you see btc trend aggressively again until that situation is resolved, also quantum concerns are real, those two things along with exit liquidity from institutions were strong reasons for BTC OGs to derisk into excess liquidity as we've seen examples of with that large galaxy otc sale they facilitated ($9B sale in 2025 for one entity), there are many individuals like that who are up infinite

but bitcoin underperforming for a few years after outperforming every other asset on earth for over a decade does not mean crypto is dead, thats silly

ethereum also is suffering for its own individual reasons, i feel like ive talked about this enough on here but yes its been outcompeted by new entrants & has not done a good job of making eth a great asset to hold, every L1 is struggling on the demand side because historically the story around these tokens was future growth & not real revenues, but now that hyperliquid has demonstrably shown that you can connect a business directly to the L1 token the previous L1s are struggling bc they dont capture enough revenues from the apps that use their infra, eth has it even worse bc it also outsources execution activity to rollups

but this also does not mean there cannot be more successful crypto startups

there is a very clear trend of regulation improving for crypto in general, which will make it much easier for entrepreneurs to build businesses that use crypto, it is also clear that existing tech companies are acknowledging the advantages of using blockchains as we've seen with robinhood, stripe/tempo, & others

AI has taken a lot of the mindshare away from crypto as tech stocks have been much better trades since the bottom in 2022, id say it would be extremely foolish to not be splitting time between stocks & crypto as a trader, before it made sense to be overexposed to crypto if you were willing to take on the risk as it was a new industry that experienced supernormal returns as it became more mainstream

three underdiscussed tailwinds for crypto as AI models become exponentially better over the next few years

1) open source AI will become a lot more competitive with closed source AI
2) it will become more easier for smaller teams to build successful startups using software
3) stablecoins & blockchains are much better rails for AI agents to transact on

combination of these trends means that it's likely that you see more crypto experimentation w/ tokens not less, especially as regulatory environment improves *and* retail speculation becomes a megatrend

[大卫 @dw115599]

@TaikiMaeda2 站起来撸兄弟

[Arsenal @Arsenal]

Bottle this feeling 🍾

[大卫 @dw115599]

@jiujinshan2022 2XEJWceovoLZoeaHiyFZqfH45HpJpKVxRWgUtTTypump 来点，2026年世界杯吉祥物

[Ily @ilyunow]

还有一层，正文没展开。

如果 $哈基米 真跑出来，可能就不只是猫币自己涨一波这么简单。

它有可能变成华语 / 东方 retail 上链的一个入口。

说白了，大部分人一开始根本不是冲着什么“去中心化”来的。

他们就是因为一个梗，一个社区，或者看到普通人真赚到钱了，才会想：诶？这东西我是不是也该看看。

然后才开始学怎么买，怎么弄钱包，怎么看池子，怎么看链上资金，怎么看流动性。

玩着玩着，才慢慢懂 crypto 跟传统市场到底差在哪。

这也是 meme 最容易被低估的地方。

它不跟你讲大道理。

它先把注意力抢过来，把人拉进场，然后让你自己边玩边学。

DOGE 当年其实也是这样。

很多西方散户第一次认真关注 crypto，不是因为白皮书，也不是因为技术路线。

而是因为一只狗，一个社区，一个赚钱效应。

先被 meme 拉进来，后面才慢慢理解 crypto。

所以 $哈基米 如果真跑通了，就不只是“猫币涨了”。

而是一个梗先变成注意力，注意力变成参与，参与的人多了，大家才会真的开始理解开放市场、self-custody、permissionless 这些东西。

华语圈本来就懂投机，懂社区，也懂互联网烂梗。

而且一旦情绪真的起来，华语社区的传播力、抱团能力和造势能力，完全不比任何社区弱，甚至可能更猛。

差的可能只是一个真正把大家带到链上的入口。

$哈基米 有机会做这个入口。

[Arsenal @Arsenal]

The Arsenal. Your Premier League champions.

[大卫 @dw115599]

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[大卫 @dw115599]

@blknoiz06 主要是无需KYC