何一发

Crypto Trader

[Layer3 @layer3xyz]

v2 is here –– it's our largest update yet.

Here's the alpha 👇

[何一发 @heyifa]

Ready, set, go! SynFutures is kickstarting the Oyster Odyssey, marking a significant step towards decentralization. Register today and enjoy a 5% boost on all eligible O_O Points! @Blast_L2 https://t.co/YWcTS8tIJf

[何一发 @heyifa]

反直觉很重要，要练

[FaTPay @realFatPay]

We are delighted to announce our partner @Karmaverse_io

The KARMAVERSE is a metaverse containing the game worlds of all the games we have produced so far and includes toolboxes for the community to build similar games on our platform.

Looking forward to more extensive cooperation!🥳

[何一发 @heyifa]

@FarcanaOfficial @Everdome_io $portal Congrats

[何一发 @heyifa]

Portal is the cross-chain gaming coin from @Portalcoin, built to bring Web3 gaming to the mainstream.

Create viral content and farm $portal at https://t.co/c07p06u9AW.

[何一发 @heyifa]

@0xfreda888 @Parcl 4w多的粉丝，大部分都是刷的….

[何一发 @heyifa]

Spread and earn free $wom https://t.co/UQakSl30Mw

[Word of Mouth 💚$WOM @wom_eth]

Launching surprising gifts,upgrades & new partnerships incoming. 🤝

Also, a heads up: We're cracking down on bots inflating scores. Even if you're leading the pack, fair play matters. Stay tuned for the evolution! 🌐
New Task Up: https://t.co/l5hwARqUzy
$wom #socialfi

[Banana Gun 🍌🔫 @bananagun]

BANANALYMPICS

Many here larp as good traders, but who is really the best trader? Who can truly turn 1E into a vacation home? It's time to find out.

Calling all snipers, swing traders, TA specialists and FA guru's to show their abilities in the ultimate showdown. Everyone can participate.

There's only winning:
🔫 gain prestige
🔫 win huge prizes
🔫 broadcast your proficiency to a broader audience
🔫 keep your spoils

How: Run a 1E account up to the most you can using Banana Gun (sniping/trading)
When: sunday 19 nov 20h UTC - friday 8 dec 20h UTC

Prizes 🤯:
🥇 $35,000 in ETH
🥈 $10,000 in ETH
🥉 $5,000 in ETH

Sign up through this form and make sure to load up your wallet with exactly 1E (not more):
https://t.co/R06oSDqqmC

Everyone will be able to keep live track using this interactive dashboard we built in co-op with
@accountant_erc , the best pnl tracker:

https://t.co/zGkAk07SVh
We don't show wallet address/exact token amounts to make it harder to find the wallets.

Rules:
🍌 All forms of trading allowed (not only sniping)
🍌 1 entry per person
🍌 Use a fresh wallet
🍌 Only Banana Gun transactions
🍌 No transferring of tokens/ETH
🍌 No use of other wallet (artificial pumping)
🍌 No sniping of own token deployments
🍌 Honeypots/blacklisted don't count
🍌 No other forms that can be considered cheating

Participant that has most (unrealized) pnl at the end of the deadline wins (but will be checked for cheating).

Jury holds the right to disqualify participants or eliminate sus transactions.

[何一发 @heyifa]

Get ready for @BagsApp 💰

https://t.co/RG1eEPHsKR

[何一发 @heyifa]

I'm #8610 on the list for @ethxy

https://t.co/uMrObynli8

[Upbot🤖 @upbot_xyz]

🚀The biggest $UP Token Airdrop!!!🚀

Enter here👇
https://t.co/EldzlWOrtT

The total number of wallet addresses chosen to receive the $UP airdrop will be equal to the number of RT this post gets, so don't forget to RT❤️

Rules:
- Follow @upbot_xyz
- Add #Upbot $UP to your X name/bio
- ❤️ & RT
- Comment #UPBOT
- Fill your wallet address in the form above👆

LFG!!!🔥💹🚀

#meme #tradingbot

[何一发 @heyifa]

"I’m joining Chat3 - Web3's premier live-streaming and socialfi platform. Meet me there at: https://t.co/RucGQebtfI"

#chat3 @chat3one

[何一发 @heyifa]

@undrwrld_org don't join!!

[Edgy - The DeFi Edge 🗡️ @thedefiedge]

It’s my 3-year DeFi anniversary.

Here are 31 pieces of wisdom I wish I could send back in time to myself:

1. Taking profits and putting them into riskier bets isn’t taking profits - that’s just gambling. Lock your profits into BTC, ETH, stablecoins, and fiat.

2. Projects with cults can be extremely profitable. Just get off the rocket ship before it inevitably crashes.

3. Locking tokens for additional yield isn’t worth it. Nothing worse than being tied down to a sinking sink.

4. Protect your attention at all costs. You already have limited time and energy, don’t waste it keeping up with the latest Crypto drama.

5. Be careful overoptimizing yields - there’s no such thing as a free lunch. You stake the coin, earn yield, and then auto-compound those yields. Every additional yield comes with more risks.

6. Be skeptical of every piece of advice you see on CT - everyone has an agenda. Are they shilling a project to pump their bags? Are they spreading misinformation to game the Twitter algorithm?

7. When there’s a new narrative, be biased towards the market leaders. They have the 1st mover advantage and mindshare. The best beta plays are the forks on hot, new chains.

8. Being obsessed with the latest tools is a form of procrastination. You don’t need to use 50+ tools to make it. The biggest guys are simply using Etherscan, Debank, DeFiLlama, etc.

“I fear not the man who has practiced 10,000 kicks once, but I fear the man who has practiced one kick 10,000 times.” - Bruce Lee

9. There’s an information food chain. Builders > VC / Insiders > Whales > bots > manual traders who receive news early (<1 min) > manual traders who receive news late (> 1 min). By the time everyone’s shilling it on Twitter, it’s too late.

10. Alpha boils down to 2 things: having access to inside information or being able to do the hard work that others are too lazy for. People underestimate how far you can go by simply keeping up with a protocol’s medium articles and their discord.

11. Everything repeats itself, just repackaged slightly differently. Improving at DeFi is all about pattern recognition. For example, if certain influencers start discussing projects, they’re trying to attract exit liquidity.

12. Position yourself early and let the gains come to you. Anytime you feel FOMO is a sign that you might be too late.

13. Viewing your gains and losses as portfolio % rather than $ will help keep you rational. It’s hard to remain clear-minded if you equate your trades with IRL purchases.

14. Cut your losers aggressively. Set a stop loss and know when to exit a trade before investing. Don’t let small losers turn into big ones because of the sunk cost fallacy or emotional bias.

15. Record everything. Write down what happened daily in Crypto, your trades, mistakes, and lessons. This is how you improve your mental algorithm.

16. Don’t overrate fundamentals in a bull market. All logic disappears, and people buy based on hype, emotion, and speculation. See the industry as it is, not how you think it should be.

17. Incentives can drive prices. People buy when there are expectations of future profits. This can be affected through airdrop speculation, locking tokens for additional rewards, ecosystem incentives, etc.

18. Don’t put anyone on a pedestal. All the “smartest guys in the room” like Alameda and 3AC got rekt’ed. No one’s too big to fail.
Protect your funds when there are insolvency rumors. If you’re right, you saved a ton of money. If you’re wrong, you were inconvenienced for a few minutes.

19. It’s not about being right or wrong. No one bats 100%. It’s about maximizing the upside when you’re right and limiting your losses when you’re wrong.

20. Narrowing your focus is an underrated edge. No one can keep up with the entire space. Pick a few sectors and stay on top of them.

21. Keeping up with Macro is overrated. Just monitor capital flowing into the markets to see when we’re back. Your time is far better spent elsewhere.

“The track record of economists in predicting events is monstrously bad. It is beyond simplification; it is like medieval medicine.” - Nassim Nicholas Taleb

22. Don’t touch crypto if you’re on tilt, drunk, or sleep-deprived. A single mistake can erase years of hard work.

23. Stablecoins aren’t as stable as you think. UST collapsed, and USDC had the de-peg scare. Storing your dry powder as fiat in a TradFi bank is entirely viable.

24. Concentrate your portfolio if you want to grow it - Diversify if you want to keep it.

25. Develop systems - these rules and frameworks will prevent emotions from killing your games. These can include how you take profits and when to invest.

26. Thinking you can 100x your portfolio through trading is unrealistic. It’s not 2016 anymore. 99% of people are better off trying to find ways to increase their cash flow and putting more goals in the fire.

27. The crowd prefers new projects and narratives - not your 2021 bags. Don’t fight human nature.

28. Be skeptical of every piece of advice you see on CT - everyone has an agenda. Are they shilling a project to pump their bags? Are they spreading misinformation to game the Twitter algorithm?

Look out for yourself.

29. Stop limiting yourself to Crypto content. You’ll learn much more from studying game theory, behavioral economics, and psychology than reading the 9th article on EigenLayer.

30. The best projects have elements of both fundamentals and pumpmentals. Pumpmentals capture the attention, while fundamentals give people a reason to keep holding.

31. The unknowns, unknowns are deadly. The founder gambles with the treasury, or the anon founder has a shady past. You can't predict them. This is where profit-taking, bet sizing, and portfolio management are your most critical defenses.

There are plenty more lessons to share, but we’re reaching everyone’s attention span limit.

Remember, there are exceptions to every rule. These are some of the principles I’ve learned, and some of them may change as I learn more.

The markets are choppy. It’s easy to feel down about DeFi, considering all the disasters in the past two years.

I still have the highest conviction in DeFi - I’ve staked the next decade of my life on it. Why? I see its potential. Efficiency. Transparency. It enables a new world where we have more control over our hard-earned money.

If you’ve learned something from this, then:

1. Repost and engage with this tweet if you think it’ll benefit your audience.

2. Make sure you bookmark this thread so you can re-visit it later during the bull run.

[何一发 @heyifa]

@WukongDiscover @QuadrillionArt 土狗还有一个ilum，很多英文大佬关注

[何一发 @heyifa]

@tocuee 写得好棒👍

[Y林YourAirdrop.AI @YourAirdropETH]

盘点一下“v神”挖过的“坑”
Vitalik在ethcc上分享了aa钱包的设计路线，让人不禁回想起，这些年来，vitalik设计的路线有多“不靠谱”。
1. eth刚开始很慢，Vitalik说要做分片升级成eth2.0，搞了一段时间发现走不通，整个以太坊基金会差地被vitalik带进了巨坑。好在Protolambda and Dankrad提出了danksharding，拯救了2.0计划，现在的kzg仪式就是为danksharding准备的。
2. eth2.0的计划被替代后，Vitalik又说先做Layer2，当时没有op和zk，vitalik主导的技术是plasma，Optimism团队原来做的就是这条路线，结果发现又走不通……居然被offchain labs提出的op rollup后来居上，Optimism索性摇身一变，也切换到了op rollup上。之所以Optimism跟vitalik关系这么好，可能也是因为曾经被他坑过吧……
3. 前不久vitalik提出SBT的概念。又有一票团队冲上来要做SBT项目，仅我知道的项目就有10余个，目前还没一个走出来的，不知道算不算是被坑了
4. Vitalik还提出过zkEVM的四种方案：1.完全等效于以太坊、2.完全等效 EVM、3.几乎等同于 EVM、4.相当于高级语言。他声称所有的方案最终都要向第一类型，即等效于以太坊靠拢。
众所周知，zksync原本处于第三类，这几天突然宣布不仅不会靠拢第一类，还会向原本位于第四类的stark靠拢，而linea索性根本不提自己是哪种类型，不知道是不是因为摸清楚了vitalik挖坑的习惯。目前还有两个融资较低的国产zk奋战在第一和第二类，前途如何尚不清楚……
5. aa钱包，也就是账户抽象钱包，其实也是老生常谈了，最近一直被骂的argent就属此类。但是这些钱包除了练成了pua大法，似乎并没有多少突破性的进展。
主要原因，还是在于以太坊本身对aa钱包的支持较差，很多改进提案尚在修改和审议中，aa钱包本身就很难开发，再加上特性难以施展，导致许多团队冲进了这个赛道却难以盈利。
确实，我们在此回顾Vitalik所犯过的“错误”，但是这并非是为了对他进行诋毁或贬低。实际上，我们是希望通过理解他的不完美，揭示一个重要的事实：在去中心化的网络中，尽管作为创始人，Vitalik的言辞往往具有重大影响力，但他终究仍然是一个普通的、可能会犯错的人类，他只是众多去中心化网络建设者中的一员。
Vitalik以及以太坊基金会的努力无疑赋予了以太坊至今的成就，但我们必须始终清醒地认识到，在去中心化的生态中，任何人——包括创始人——都不应被神化。这是对去中心化精神的尊重，也是保护和发展去中心化网络的重要前提。
套用一句web3俚语：KOL的话要听，KOL的币不能买（特别是我）

[何一发 @heyifa]

I just minted my !fundrop pass on @mintdotfun. Mint your pass to see how much !fun you have here: https://t.co/9FPrUK9DhA

[何一发 @heyifa]

清仓了，福报还行🌝

[何一发 @heyifa]

#pepe 上线那天空了一成仓10倍，今天空了三成仓，等福报