Kbissa

[Kbissa @kbissa995]

I want to register my AI Agent! @agentcoinsite

Code: AGC-4CDE69DB

[Naval @naval]

Moltbook is the new Reverse Turing Test.

[Kbissa @kbissa995]

Check out this article on Nietzschean Penguin at https://t.co/tXCZspJlmy

[Mau “Rules without Rulers” Ledford @krunkosaurus]

https://t.co/d0eEB2h4Nj

[TSF | Space Cowboy @topshotfund]

The short version:

$GSD isn’t a memecoin - it’s an example of how influence can be monetized as it emerges, not after it’s institutionalized. If Substack let writers own newsletters and GitHub let devs own code, this shows how creators can own momentum itself.

The long version:

Think about @official_taches' path in traditional business terms:

-He builds a product (Get Shit Done) that dramatically lowers friction for a new class of users (non-technical vibe coders).

-Distribution explodes organically (6.5k stars, 32k downloads in a less than a month).

-A third party recognizes the signal of value faster than institutions can.

-That signal is financialized in real time.

-The creator is invited in after the fact and given a revenue share.

That’s not speculation - that’s instant royalty infrastructure.

Most creators historically hit this sequence instead:

1. Build something cool
2. Get traction
3. Monetize later via ads, SaaS, sponsorships, or acquisition
4. Capture value after the growth phase has already done the work

GSD flipped steps 3 and 4.

This is interesting because it monetizes belief itself.

Owning $GSD is expressing confidence that:

-Claude-based tooling keeps accelerating
-Non-technical builders become a massive new dev class
-@official_taches remains a cultural node in that movement

That’s much closer to goodwill or brand equity than purely meme speculation.

In TradFi terms, this looks less like a stock and more like:

-a royalty on cultural relevance
-a real-time index of mindshare
-a liquid version of “backing the founder early”

The most important detail isn’t that @official_taches has made over $75k in less than a week.

It’s how he made it:

-No paywall
-No upsell
-No VC deck
-No SaaS billing

He keeps shipping value while the market prices the impact.

That’s radically different from:

-YouTubers chasing CPMs
-Open-source devs begging for sponsors
-Creators turning into merch companies just to survive

This mechanism lets creators stay creators.

Crypto as attention plumbing

If you squint, Bags (or enter you favorite launchpad) looks like:

-Shopify for cultural assets
-Stripe for attention
-A "cap table" that forms after traction instead of before it

The GitHub login to revenue share flow is especially telling. It’s identity-native monetization.

In business terms, it means:

-Proof of authorship is automatic
-Revenue attribution is programmatic
-Middlemen disappear

That’s an existential improvement over the current creator stack.

Where this goes

If this pattern repeats, a few things likely happen:

1. Creators stop waiting to be monetized - They assume financial primitives will form around them naturally if the work matters.

2. Audiences become stakeholders, not just consumers - The line between “fan,” “user,” and “investor” blurs in a lightweight, opt-in way.

3. Open source becomes economically viable at the edges - Not because of licenses or foundations, but because attention itself becomes yield-bearing.

4. Early cultural signals get priced faster than incumbents can react - By the time platforms or enterprises notice, value has already accrued to the community.

A clean way to evangelize $GSD:

“This is what happens when creators can capture value the moment they matter."

$GSD isn’t interesting because it exists. It’s interesting because it emerged without permission, attached itself to real usage, and routed upside back to the creator automatically.

That’s not a fad.

That’s a structural shift.

If the old creator economy was:

Build an audience -> beg for monetization -> sell ads

This new model looks like:

Create value -> generate belief -> let markets express conviction -> share upside natively

$GSD just happens to be one of the first clean examples where all of this has clicked at once.

And historically, these moments are worth paying attention to.

[Pickle Cat @0xPickleCati]

If you wanna stop losing money in crypto, the first thing you should do is STOP day trading.

Because RETAIL day trading is structurally a SCAM.

This is a long post but if you just give me 120 seconds of your time, I swear you'll thank me in a few years.

I’ve been trading since I was a teenager.

I’ve had wins that made me feel I’m Batman and losses that genuinely broke pieces of me I’m still putting back together.

I tried EVERY STRATEGY myself as retail could ever find.

I even day traded for a year thinking it would finally save me, and I failed so painfully it still stings every time I remember it.

> My PNL was so shit to the point that my grandma, who I HELPED set up an AUTO BUY on BTC for, made more money than me.

> Then I became a low-frequency swing trader who barely touches positions, who GETS THE F OUT and STOPS TRADING for a while after a winning move.

> ONLY THEN did my life get better and everything finally start to click.

I’m not a saint. I’m writing this to save the younger, dumb, naive, and painfully impulsive version of me.

First, as a RETAIL DAY TRADER, you’re trading high-frequency with zero real information advantage (no real order flow, no true liquidity map, no market maker positioning, no execution advantage, nothing).

> Do it a few times each quarter, you survive.
> Do it 10+ times a week?
> Even if you have the strongest “discipline” and “risk management” skills in the world, the math will still burry you alive.

Retails don’t fail because they (we) never win.
We fail because we NEVER STOP, and high frequency only has one final outcome.

RUIN.

> This is literally why I built a punishment system for myself if I exceed my quarterly trade limit.

> Every major loss I’ve ever taken happened after a big win where I kept going instead of stopping.

> And every major win I’ve ever taken (and actually kept the money for a long time) was because I caught a big move and then CHILLED.

> Pattern is so obvious it hurts.

Winning is NOT you suddenly made big money.
Winning is keeping that money and not fking losing it next year.

> I’m seeing 14 year olds on TikTok calling themselves day traders, drawing lines on TradingView, thinking they unlocked some daily executable system after buying a guru’s course or Discord.

> It sickens me because if they knew it was gambling I wouldn’t care. At least they’re aware of the game.

> But this day trading meta is bigger than the dropshipping wave in 2016 and 2017. And we all know how that ended.

> People underestimate the difficulty of trading and massively overestimate their ability.

> The issue isn’t just the math. Yes the more you trade and the less you stop the harder consistent profitability becomes.

> But the real problem is younger retail traders GENUINELY believe that with “discipline” and “risk management” they are not gambling at all. They think day trading is a "skill" you can execute like a daily routine.

This isn’t just crypto day trading. The same logic applies to US equities and basically every market.

High frequency only works inside institutions.

> Take US equities for example.
> Do you know what institution traders don’t even look at? Candlestick charts and TradingView.
> They’re on Bloomberg terminals with data retail will never see.

Well, you of course knows this. BUT the 14 to 18 year olds don’t know that. They think their indicators are what all traders use.

And that’s the real danger.
> If you know you’re gambling, at least a part of you knows when to walk away.
> But once you believe it’s a “system”, you never stop.
> You keep clicking until the market empties you completely.

It really is just like a casino in disguise.

> When you walk into Vegas or Macau, you know EXACTLY what you’re stepping into.

> You see the lights, the tables, the dealers, the noise. Your brain knows this is gambling.

> But day trading today is a casino disguised as a COFFEE SHOP.

> New traders walk in thinking they’re here to “learn a skill”, not realizing they just sat down at a table designed to drain them slowly.

So they don’t stop.
That’s the whole tragedy.
Not the losing.

The fact that they genuinely believe they’re not gambling, which makes them keep going until there’s nothing left to lose.

> And those retail traders (like me) you see who look like they’re “winning”… honestly most of them just caught a big move.

> They had luck at the right moment, plus enough discipline beaten into them by previous losses that they finally learned how to stop after a win.

And even then, this tiny group is less than one percent of all retail.

It’s not hard to make money in trading.
It’s just unbelievably hard to keep it.

[雨中狂睡SleepinRain @0xSleepinRain]

通读了一遍 @heavendex 创始人写的这篇文章，很喜欢这种感觉（我承认读这篇文章的时间有点晚了）。

$LIGHT 创始人的想法就是「之前大家都在玩注意力经济，而注意力经济是一个非常 PVP 的事情，他希望能够通过推出 Heaven 这个平台来为市场创造一种名为“Aura”的氛围」

不过，也要看他做了什么👇
1、100%费用回购；
2、下周推出名为 Starseed 的生态系统基金：

我觉得这位创始人正在为他所构想的氛围所努力，这是一件非常不易的事情（也是因为有太多垃圾项目做对比，凸显出了 Heaven 的可贵）。

God speed.

[ogle @cryptogle]

fyi, $usd1 being now minted on Solana doesn't mean there's any liquidity for it yet - so, if it takes some time to get liquidity, the beta launchpad will have it where you can launch tokens with $aol as the pair in the meantime, so long as I can get that confirmed by the dev team (I'm 99% sure)

[Kbissa @kbissa995]

@0xerosone 报名

[Neso @neso]

Meme和叙事的区别是什么？

Meme是文化的“基因”，它一般由梗图、符号、口号等形式存在，带有幽默、讽刺等特征，传播性极强。

叙事是由meme和事件（故事）组成的“器官”，它一般以故事和世界观、意识形态、价值观等形式存在，它们需要meme传播。

一个叙事如果没有引发大量足够优秀的meme，就很难引爆流行和持续传播。

一个meme，一旦经历了时间考验，也会生长自己的叙事，比如pepe和doge都是先有meme后有叙事。

对直觉敏感、信息碎片化处理强 的人，更容易感受 meme；而习惯整合意义、寻求因果逻辑的人，更容易相信叙事。

[nine_ @nine_DeFi]

链上二段最重要的几个字：性价比+坐庄思维
①性价比：
假设一个币高点60M下跌到40M。此时去买，只能博4小时的波段。因为下跌区间大，上涨空间性价比一般，这个时候出手亏钱的概率就会大。
假设一个币60M跌到10M。然后支撑住了。你去博的话，如果新高就是六倍，3000w有2倍。止损20-30个点，上涨可以博几倍，这个性价比就很不错。

②坐庄思维
用 $troll 举例：
20m横很久，一直不死。就需要思考：它一定在吸筹！
它如果启动的话，它会只拉几十个点出货嘛？这样值得它震荡吸筹嘛？通过这种逻辑我就会下注，从庄的思维去思考庄这样做事的意义。
如果你是庄，你震荡四五次20m。一直吸筹，行情好了，你拉盘出货还是继续装死？显而易见吧！

无论是链上二段还是交易所，任何交易都是有理由，有逻辑去支撑你的下注：通过热点叙事➕跌幅的性价比，配合点信息驱动，基本就可以操作的很不错了。

[Kbissa @kbissa995]

@QuantVela 请问这个网站怎么获取邀请码？

[Arya@羊姐社区🦅 @Arya_web3]

$AOL ，一直在dca 买，还没买够就拉飞了，我真是个废物，分享下投资逻辑：
1、叙事方面：受到早期的互联网服务提供商-AOL 的启发，被描述为一种旨在唤起早期互联网时代记忆的加密货币，官网也是早期的互联网黄页的怀旧风；
2、dev和cto的灵魂人物是 @cryptogle ，他是 @GlueNet 的fouder，也是 @worldlibertyfi 的顾问，X有互关，身份应该没问题 ；
Ogle 是 GlueNet 的联合创始人，在加密货币领域是一位知名人物，CoinDesk 将他评为 2023 年最具影响力人物之一，因为他通过 Ogle 安全集团追回了被盗的加密资产（追踪超过 3.5 亿美元） ；他是一位网络安全和谈判方面的专家；
3、对项目的赋能：
上线了 @GlueNet 公链，赋能公链上的资源和生态；
letsbonk LP 费用用来回购和销毁 $AOL ，虽然很少；
发布了路线图，与 $wlfi ，$USD1 ，美国价值观，回购销毁等等计划；
4、从持币来说，dev的钱包地址在增持，目前持有代币7.03%，不知道未来是要做什么，要监控起来，看dev的动作，；
5、做市商可能是 #wintermute，看到了冬季的地址；

简单来说，可以承接 @bonkfun 的流量和资源， @cryptogle 本身是一位激情的创业者，是项目的cto，赋能 $aol 更多的价值，也有这个能力，更是 @worldlibertyfi 的顾问，我认为可以期待一下未来的发展；

风险点：
1、dev的钱包地址占比过高 ，有抛售的风险；
2、获利盘在出售 ，需要洗盘；

[ZOES🧲 @0xzoes]

<三分钟教你学会认清链上本质 叙事篇>

看完这篇，不保证你战无不胜，但至少你会少亏很多：

其实meme玩到现在市场已经没有什么信息差了，只有庄家+车头+散户以及基本面博弈，纵观整个23年年底从 @MyroSOL 到此时此刻的meme市场，我玩过的所有盘子不下20,000个，从火星单独加池到pump到blv到bonk，以及bsc也好base也好，从吃貔貅到吃诈骗到吃ds，赚钱的方式只有一种，而亏钱的方式却有无数

首先链上博弈的本身是消息面的快慢，你扫链比别人快你进的就一定早，cupesy为什么可以当美元打印机因为他22h高强度pvp，码长+进的早+买的多以及老外本身对内容上有根本认知，这是中外文化差异导致的，你在看叙事的时候还需要用翻译，你在不清楚这推特人是谁的时候别人已经吃好几倍了

有人会问这不就是信息差吗，no，这不是 这是文化差异导致的根本原因，那该怎么玩链上呢？后面我会告诉你

trump是资产的分水岭，但不是区块链的分水岭，至少我认识的太多朋友资产再这半年已经严重缩水了，包括我自己之前也进入一个误区，别人赚的和你没关系，和自己的昨天对比最重要

目前链上环境其实相比较起pump那段zp层出不穷的时候，更轻松一些，因为玩来玩去其实就这几种模式：

预售盘，拆分盘，分红盘，新闻盘，动物盘，ai盘，名人盘和文化盘

金狗的要素很简单，天时 地利 人和

天时是热度和传播度，地利是叙事足够支撑市值，人和是有实力庄家操盘

所以其实叙事+庄家=金狗，比如useless，从文化本身来讲，本身无用这个概念其实就契合人的七宗罪，而区块链往往是可以放大人性的

又比如ani，你只看到了grok的ai，却不知这是bonk上首个ai概念强叙事以及ani与别的产品相比做出了明显的差异化，老外屁颠屁颠的下载升级就为了给她脱衣服

再比如gor，但从gor fork solana这一点就价值千万美金，而你可以在300k看到toly的回复

叙事不是一成不变的，是线性变化的，同时也是需要多方位考虑叙事本身的基本面有没有升级或者降级 如果你复盘之前所买的所有币你会发现，不管单拎哪一个出来，都是可说服别人或者说服自己的

如果你买的币不能说服别人买那就说明叙事不成立

那么如何培养提高自己的审美和洞察力：多看，你可以多看美剧美漫日漫，多刷reddit，没事看看knowyourmeme这个网站（这个网站没记错的话是我最早分享出来的），闲暇时多学英语，以及擅用搜索工具

其实很多朋友亏钱的核心点无非就那么三点：交易习惯不好，看叙事不清晰，太懒不愿意查信息

同样，每个人看内容的角度是不一样的，就像你做阅读理解，永远不会一模一样，但把握大致脉络，对比其他人，你更愿意先信，那么就一定比后信的人快

模因不死，市场不灭

如果你看到这里，那么可以根据自己之前买的每一个盘子往上用我的理论套一下看看是不是那么回事儿，同样如果你有任何其他问题可以私聊我进群交流

明天为大家分享 交易篇 散会 #KaitoAI #yap #meme

[Jup Studio @jup_studio]

soon.

get ready, anon.

[memeslayer @AAARugMaxxing]

逐步施工一个巨型believe台子信息整合+经验分享帖,内容为全中推最全,可能会超过50万字

这将会是一个长串,相应的深度ai研报会在评论区一一贴出相应的传送门链接, 没有购买推荐也没有个人fud倾向在里面, DYOR

目录

1️⃣为什么believe有第二段
2️⃣believe台子的特点和投研需知
3️⃣选标参考信息
4️⃣每个标地的深度ai投研(具体放在评论区)
5️⃣believe其他博主 以及资源
6️⃣自我pr

整篇发不出来被推特限制了 分成thread来发

[Kbissa @kbissa995]

@miloofbtc 看看私信

[看不懂的SOL @DtDt666]

交易老手们大多有相似轨迹：试过各种技术，爆过仓，迷茫焦虑过。有人多年陷泥沼，有人因一念转变，路便不同。

这些年搞交易，起起落落。所谓 “悟道”，不是一锤子买卖 —— 不同阶段有不同悟，直到稳定盈利、知足于收益区间，交易观才渐稳。

下面是一位A8兄弟的交易感悟，希望帮兄弟们少踩坑。

1. 交易不是预测，而是执行。

曾经我们每天都在纠结：“这波会不会涨？那波会不会跌？未来到底是涨还是跌？”。

后来我们明白了，市场的走势不重要，重要的是自己去怎么应对。

交易的核心，不是猜测，而是设定规则，然后严格执行，不管行情如何变化，都按照计划行动，这样行情未来的涨跌和你就没关系了，你的注意力也不会放在预测未来上了，而是利用手中的策略，去捕捉行情中属于你的利润，你的重点就集中在怎么优化策略上。

2. 交易的核心，不是找到100%正确的方法，而是找到能长期执行的方法。

很多人不断地换指标、换策略，觉得“这个方法不行，换个新的肯定能行”。

但后来就会发现，市场没有完美的方法，只有适合自己的方法。

只要一个方法能长期稳定盈利，就坚持用下去，做到极致，而不是东一榔头西一棒子。

3. 亏损不可避免，关键是如何处理亏损。

一开始我们肯定是害怕亏损的，每次亏钱就心态崩溃，不甘心，想翻本，结果越亏越多。

后来就明白了，亏损和盈利都是交易的一部分，你无法避免亏损，但可以控制亏损。

于是我们就学会了严格止损，不扛单，不纠结，亏小钱，赚大钱。

4. 盈利不是靠频繁交易，而是靠耐心等待高质量的交易机会。

我们曾经喜欢天天盯盘，生怕错过每一个波动，一天十几单，最后发现越做越亏。

后来我们学会放慢节奏，只等最有把握的机会，出手果断，不做无意义的交易。

少做，做精，利润自然水到渠成。

5. 交易最难的不是技术，而是人性。

经历过很多市场磋磨的人才会明白，市场不会改变，唯一能改变的只有自己。

贪婪、恐惧、冲动、执念，这些才是交易真正的敌人。

技术不难，难的是控制自己不乱来。

6. 交易的本质，其实是一个“概率+执行”的游戏。

我们不会再纠结每一单的输赢，而是看长期的结果。

因为我们知道，只要遵守规则，概率就会站在自己这边，个别的输赢毫无意义，长期下来，盈利是必然的。

7. 交易的终极境界，是“无我”。

真正悟道的人，交易就像呼吸一样自然。

没有情绪波动，没有乱七八糟的分析，市场怎么走不重要，自己按照规则交易就好。

赚了不会狂喜，亏了不会沮丧，内心平静如水，完全按照自己的系统执行，每天赚自己该赚的钱。

这，就是交易。

没有魔法，没有神秘，只有简单、稳定、可执行的交易逻辑，以及对人性的深刻认知和自我控制。

[Panda.𝟎𝐱𝐔 @CryptoPandasim]

https://t.co/KxXV7lfczG

[jack @jacknuked]

https://t.co/movrNZBN5i