基尼太美

韭菜，会思考，但不一定对

[基尼太美 @Grubbytwo]

@Danny_Crypton BTC

[DANNY @Danny_Crypton]

I promised that if $BTC hits $82,000,
I will give away $20,000 in BTC to 15 people.

So as promised I will be giving away
$20,000 to 15 person today.

Rules: Like, Retweet, and Comment "BTC" 🔔

Gonna lock comments in 24 hours!

[迪仔 @0xdizai]

问一下链上侦探老哥
为啥不调查这个 $BGB 平台币 @zachxbt
谁家的平台币这样糊弄啊 🤣
你知道咋回事吗？@xiaomaodou_

[基尼太美 @Grubbytwo]

@0xCheshire

[基尼太美 @Grubbytwo]

我的加密结束了，从盈利40个，到亏损70个，很遗憾没有早点退出。这个行业坏透了，就这样吧，老实打工。

[基尼太美 @Grubbytwo]

@Ultraman_AI @AbstractChain 0x3e7f3f6bcf08e9786511a769675f78f08a501af9

[基尼太美 @Grubbytwo]

@Yizhimao_super trust好像有动静了，对了拿住

[OG General @TheOG_General]

What a fool i was , for trusting @PirateNation and people around them . Almost 400k down the toilet ! 6 eyes you need for anyone who involved with this scam of a company !

[OG General @TheOG_General]

Dropped 52 ETH (NFT) & 200K USDT into @PirateNationXYZ $Pirate after meeting the founder @fern thought we were building something real.

9 months later they nuked the NFTs, gave me 91,055 $PIRATE worth $1.2K ($23 each) for all 52 NFTs 🤡

My $PIRATE bag from 200K → 18K.

@icobeast you were hired to hype this, where’s the accountability?

Who still believes in NFT projects?

As one of the largest investors in this space 99.7% are rugs.

Don’t fall for the slick talk & hired KOL BS they’ll all dump on you. ��‍☠️

@modernmarket_ @ChrisJourdan @Xeer @0xWaldox0 @waleswoosh

[BAS (Building Agent Passport.) @BASCAN_io]

BAS Booster Program x @BinanceWallet — Season 3 Week 3 Kicks Off!

😁10.10, 13:00 （UTC+8） → 10.17, 13:00 （UTC+8）

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🫶Binance keyless Wallet transactions ≥2 in the past 7 days — share 11.5M BAS

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Tutorial Guide:
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Your Proof. Your BAS. Your Win.

[爱套利的渣沫沫 @zhamomo666]

不错，seraph 翻车了。 总共亏了117万u强平100万u加17万的穿仓钱。 大早上的直接干清醒了🤣

[Caroline（大叔） @thcaroline2233]

交易量持续萎缩，流动性明显收紧，降息利好早已消耗殆尽。包括10月份和12月的的降息预期也都提前消化了。
美股处于高位对于通胀来说不是好事，股票上涨，老百姓手里有钱，自然就会推高通胀。美国社会��前很撕裂，一方面通胀下不去，一方面就业率跟不上。美联储现在是刀尖上跳舞举步维艰。个人认为，利好出尽就是利空，美股应该会有一次深度回调。毕竟从4月低点到现在，短短5个月，纳指涨了50%，这样的涨幅很夸张，且很不正常，我个人对这种涨幅是很惶恐的。所以选择落袋为安。
我建议有盈利的道友，要锁住部分盈利。君子不立危墙之下，机会多的是。莫要在上涨中失去理智。也不要听信永涨的信条，哪怕美股这18年的大牛市，每年都会有一次深度回调。上涨，回调，这是基本规律。当交易员盈利者占据大头，而后续资金难以为续，则他们就会止盈。止盈就会引起踩��，踩踏就会下跌。这是规律，变不了的。
目前的市场状态是，比特以太sol的盈利者很多，而市场流动性收紧。
不要杠，我只是发表一下我的观点，杠的话你就赢了。

[基尼太美 @Grubbytwo]

@xiaomucrypto 川神，能不能从费率、合约持仓来分析一下IP这个妖币，你肯定有兴趣的😀

[基尼太美 @Grubbytwo]

这个帖子正好发在$PUMP的高点，回想一下这段时间KOL拼命喊单，现在是不是浇给了，别忘了，每个月的月中PUMP都有大额解锁，谁来买单？

[基尼太美 @Grubbytwo]

$pump
PUMP从0.002拉到0.008，原因有四：
1、持续回购 2、巨鲸买入 3、项目方暗暗拉盘 4、散户FOMO买入
接下来币价会怎么走：
1、拉到破零，项目方暗度陈仓出货、巨鲸出货
2、现在就在出货，参考前几天转入海妖的7000多WU代币
3、继续拉，项目方做慈善
我的总结：明回购，暗出货，散户接。你怎么选？

[Grail.eth @graildoteth]

I've seen my share of web3 projects failing their community badly, yet in one single and brutal fell swoop, @PirateNation (now @ProofOfPlay ) has just delivered THE pinnacle master class in how to transform your NFT cult of fanatic supporters into a horde of raging maniacs frothing to do crime to your brand.

For the record, I don't believe they are bad actors or were trying to fuck over the community. They were backed into a corner and fumbled on how to make a smooth transition.

But what a fucking fumble it was man.

A quick scroll through the PirateNations discord and you see plenty of the following:

Now I don't think I've seen public expectations for a promising legit project with top backers get rugged on so badly, at least not since that time in Mexico City where I raided the world's best taco stand, on the behest of a tequila-fueled 2am doom-scrolling of TikTok recommendations, only to find out that yes, it is in fact possible to sh*t out your own intestines in literally just 12 hours.

So what did it take to turn a fanatic cult of NFT PirateNation holders who could teach a trick or three to the local Jehovah Witness door knockers about belief and conviction into an antagonistic horde that wants to demolish your brand?

This right here:

By offering a take it or leave it $50 USD buyback of 1700 $Pirate if you forever burn the NFT.

Or a flat zero if you don't and an NFT worth right now as much as a used cat litterbox.

The team clearly misread the room on how to transition the community into the next thing.

Clearly the next thing is not a pat on the back, a ode to the holders, and payout that post Covid won't buy you a dozen Crispy Creme donuts.

Seems community is in fact not at all happy to burn their formerly $1000+ USD genesis nfts for a mere $50, given the NFTs were trading between $500 to $2000 literal days ago (.05e-.4e) and had peaked around 2e early last year.

To be clear, the team were in a difficult spot and needed a pivot.

The entire roadmap ($POP token, token utility, playable assets, etc) was pretty much ripped to shreds, leaving all the expectation debt by holders and stakers in a hot mess.

But pivoting by rapidly torching your entire NFT ecosystem has been costly to the holders for sure.

Look, I understand the reasoning behind shutting the door on the failing core game (100k USD per month it was costing to keep running, burning through the team's runway) AND ditching the nfts to free up bandwidth to build a better future without community debt and all that, but the whole thing could have been handled with grace and it wasn't.

As a former NFT bag holder here, and someone who has been supportive publicly, I have to come out and call a spade a spade, and a shitty move a shitty move. The team wronged their community here, and pulled a move that many would look at and in fact start using words like rug. If not an actual rug (I don't believe so), certainly a rug on holder expectations.

And for fuck sakes I still hold over 1.7M of staked $PIRATE. I staked it for exposure for $POP, which appears to no longer be on the roadmap, at least any time soon. The value of my $PIRATE bag has bled from $400k to <50k at this point in just 15 months. So yea, I have a vested interest in seeing the team do well. But I also feel deeply for all those guys who came in, bought into the NFT ecosystem believing the nfts were going to be 'premier assets' only to find out that words have many interpretations, and what a web3 team says and what a web3 team means when they say what they said are not necessary the same thing at all.

It's not every day you actually witness a team who cultivated a community for neigh on three years only to demolish the entire effort overnight by taking a meat grinder to their holders.

Pivot if you must, but fully pivoting from community-is-first brand to community-is-fucked brand ain't how to do it folks.

I mean, if anything, there is a teachable lesson, or cautionary tale and all that about the power of community, and how it's possible to transform it into a weapon against yourself if mishandled.

Because the best hugs, I mean rugs, come from your best friends, not your foes. A painful lesson that the PirateNation community is currently learning.

Gaming is tough, the toughest niche in crypto to crack right now. I get it. Everyone tied to crypto gaming is on life support. Friends become enemies, supporters become fudders, and holders play Squid Games against their own project founders, competing for shriveling liquidity.

Pivots happen and are necessary. In gaming, I'd say failing at your first effort seems to be pretty much a requirement at this point.

But if you pivot, do bring the guys who were there from the start, who backed your efforts and empowered you.

Better to grow with your community than grow against them, which has played out here.

I hope the team find a way forward and bring their holder base with them into future efforts.

I realize the entire Proof of Play ecosystem is probably only going worth anything at all to bag holders here if the team manage to kick out some revenue positive web2 games and bring that value back to the token and the NFT holders who have literally had all value torched.

The team needs to make things right with their holders and find a better way forward. For myself, I'm going to probably my Pirate bags (I don't feel there is much point dumping right now for pennies on the dollar) and hope the team can build their way out of the hole they dug themselves into.

[Casper 🦇🔊 @casperdefi]

53 founders here average price 0.13 ETH entry, to get 3k$ thanks alot @amittm you made @PirateNation premiere asset a shithole. what an actual FUCK.

[ɴᴇᴛᴡᴏʀᴋ ʜᴜsᴛʟᴇʀ @Network_Hustler]

Honestly @PirateNation pulled one of the biggest and worst rug on their community I have ever seen.

Literally, for supporting them for years they told you -"Here is your 50$ of $PIRATE and now GTFO from our discord".

Impressive mentality, premier assets smh.

[基尼太美 @Grubbytwo]

停止回购或者卖出的情况，肯定不会发生在公开的钱包，而是项目方暗度陈仓对敲出货。

[加密无畏 @cryptobraveHQ]

昨天晚上和一个 0.3 以下喊我买 $PUMP 的二级基金老板喝酒，老哥在 DeFi、GameFi、公链等多个赛道项目上单币过亿。

事后诸葛亮复盘一下：主要是及无畏早期的偏见，如何错过pump 单币100万U以上的机会：

1⃣https://t.co/kHyu3mSQw4 不空投，才是最正确的做法。空投出去的筹码，很难收回来；拿到空投的用户，也大部分都是撸子。

2⃣项目方至今回购超过1亿美元金额的代币。别说1亿美元，这个市场上能配资1000万美元的主动做市商，都很少。项目方愿意不停的出钱回购，就是跟着买入的理由。

3⃣你管他数据造假不造假，钱是哪里来的，他就是贷款来的钱，只要真用来回购了，就足够理由跟着买入。

Uniswap、Cake 数据没造假吧，但是人家赚的那��多钱，就是不用来回购。币价有用吗？

4⃣ 只要Pump 停止回购，或者回购的代币有再次卖出的情况，叙事结束。立马全部卖出清仓。

5⃣https://t.co/WQdLQdJvg5 的直播机制很伟大。无畏会尝试专门写一个帖子，学习研究的Web3可持续直播机制和社区机会。

[Crypto Doggy 叫我狗总 @CryptoDoggyCN]

明天凌晨2点、2点半，美联储出结果+鲍威尔发言，下面让GPT给了几种可能：

1. 降息0.25%，发言偏鸽 (~67%)：

BTC和ETH上涨3-8%，山寨币或涨10%+。宽松政策提振风险资产，流动性预期增强，类似2024年降息周期的反弹。

2. 降0.25%，发言中性偏鹰 (~19%)：

BTC和ETH持平或跌2-5%，山寨币波动更大。降息利好被谨慎语气抵消，投资者观望情绪增加。

3. 降0.25%，发言明显鹰 (~10%)：

BTC和ETH下���5-10%，山寨币跌幅更大（10-20%）。鹰派信号引发避险情绪，类似2022年加息时的抛售。

4. 降0.5%，发言中性偏鸽 (~4%)：

BTC和ETH大涨8-15%，山寨币可能飙升20%+。意外宽松刺激“风险开”行情，短期牛市重启。

5. 不变，发言偏鸽 (<1%)：

BTC和ETH下跌3-8%，山寨币跌幅更大。利率不变失望情绪占主导，但鸽派发言限制跌幅。

你准备好了吗？

[基尼太美 @Grubbytwo]

博弈点：项目方自己花钱拉盘到什么时候，如果你觉得他会继续拉，那现在依然可以买入，从其他KOL���期宣称项目方有20亿美金的现金流，现在根据官方数据，回购已经花去了1亿美金了（当然也不全是项目方钱），假设你是ALON，你会花多少比例的现金流去回购拉盘？

[基尼太美 @Grubbytwo]

$pump 依然在不间断回购，这些钱是真实的手续费收入吗，明显不是，是项目方刷交易量的手续费，今天凌晨时间，回购停止了5个小时，价格马上跌到了0.0077以下。PUMP面临的抛压是什么：前期底部埋伏的鲸鱼、项目方回购的持有地址24B代币（当然这些代币可能通过其他途径出售，钱包里的是放着让你看的）。