MK

“Fortis Fortuna Adiuvat”mingy.「命運眷顧無畏之人」

[MK @MemeKongX]

好东西

[Kevin He @0xkevinhe]

介绍第一个 vibe coding 项目：ClawFeed——AI 阅读解决信息焦虑

我在 Twitter 上 follow 了 5000 人。
每天花 2 小时刷 feed，重要的还是漏了。
直到我让 Agent 替我读完所有人的推文。

现在每天只花 5 分钟。

这就是 ClawFeed(https://t.co/xOUqcZ0vfa) 🦞

试过 RSS、Pocket、Newsletter——
全是把信息从一个地方搬到另一个地方。
问题不是信息太多，是筛选成本太高。
每一条"要不要点开"的判断，都在消耗注意力。

ClawFeed 的解法：AI 全量阅读，你只看精华。

每 4 小时：自动生成结构化简报
每天：5000 条 → 20 条精华摘要
标记任意内容 → AI 秒级深度分析
格式：@username + 原话。
不是"业界讨论"，是"@karpathy 说了什么"。

跑了 10 天的真实数据：

Before → After：

2 小时刷 feed → 5 分钟看摘要
收藏 500 篇读 5 篇 → 标记后 AI 直接分析
100% 噪声暴露 → AI 过滤 95%
总觉得错过 → 重要的自动浮出来
54 份结构化简报，零漏读。

怎么做的：
零框架依赖——Node.js 原生 HTTP + better-sqlite3。 不到 50MB 内存。
从 v0（Telegram 推 Markdown）→ v0.5（OAuth 多用户 Dashboard），4 个版本迭代。
作为 OpenClaw Skill + Zylos Component 双发布，一行命令安装。

开源：
https://t.co/fDc0Sh8HWj ⭐MIT 协议，clone 就能跑。

在线版：
https://t.co/tDVLx6YiYQ无需注册，打开即用。

少刷多知。
Built by @OpenClaw & @ZylosAI

[MK @MemeKongX]

@JJ_2206 DDDDDDDD

[MK @MemeKongX]

@4dotmeme 0x44c8cbe78c7374ab352ffc70738ed084997fd651

[MK @MemeKongX]

@cfldotfun memekongx.skr

[MK @MemeKongX]

@binancezh 26

[MK @MemeKongX]

@Bitget_zh 26

[MK @MemeKongX]

狼仔牛逼，这种精神你必赢

[杀破狼 WolfyXBT @wolfyxbt]

我是来翻身的，不是来翻倍的！

我 00 年，我才 25 岁，我没有结婚，我没有儿女，我没有对象，我没有车贷，我没有房贷，我没有任何物欲，我身上没有任何饰品，我穿的是优衣库 50 块钱一件的 T 恤，我平时打飞机看的是免费的 A 片，我这种状态在币圈是最无敌的存在，你让我彻底归零了我都可以无所吊谓，收拾心情继续干！

[Cryptor ⚡️ @cryptorinweb3]

XPL (Plasma): Twitter Noise vs On-Chain Data - What Do You Trust More?

I spent the last few hours analyzing $XPL, the Plasma blockchain token that launched 6 days ago (as of October 1, 2025).

This post isn't a bottom or top signal, or a buy or sell recommendation. It's a case study on what happened on-chain and what to look out for next time, when evaluating token launches.

Before we dive in: there's a lot of chatter and noise about $XPL. Ex-Blast team. Paolo only invested $50K. 800M tokens sold by team. Valuation doesn't match fundamentals. And so on. You've probably heard it all.

But here is the thing: I don't care if any of that is true. Most of this information can't be verified in the first place. And even if it could, the narrative itself already shapes market sentiment regardless of facts.

The real information doesn't live on Twitter. It belongs to insiders, whales, and funds.

And that is what blockchain makes beautiful: we don't need to know what insiders know. We can track what they actually DO.

Actions speak louder than tweets. So I pulled the on-chain data to see what "informed" money was doing the last week 👇

1⃣ The setup and the correction

Plasma launched September 25th at $0.90 with strong backing: Tether, Bitfinex, Peter Thiel. The token pumped to $1.66 within 48 hours (+84% gain), then declined 47% to $0.90 over the next 4 days.

Here's an interesting pattern: volume didn't collapse after the dump. It collapsed DURING it. From $63.5M in the first 6 hours, then down to $8-10M within days while price was still falling, based on data from @nansen_ai.

When volume dies while price is falling, this suggests distribution rather than healthy consolidation IMO.

2⃣ The data worth tracking

I pulled the top 20 most profitable $XPL traders over 7 days to see their current positions. 17 out of 20 traders (85%) now hold zero $XPL:

➤ Trader #2: Made $233K profit (56% ROI)
➤ Trader #3: Made $227K profit (60% ROI)
➤ Trader #4: Made $161K profit (29% ROI)
➤ Trader #5: Made $118K profit (46% ROI)

Only the top wallet still holds a meaningful position of $1.9M, holding 90%. Out of 20 top traders, just three remain with positions.

A striking data point: Total smart money holdings across ALL tracked wallets is $27,000. Out of a $1.9 billion market cap, smart money collectively holds 0.0014%.

3⃣ The flow pattern

Last 7 Days:

➤ Top PnL Traders: -$1.46M (consistent outflows)
➤ Public Figures: -$2M (coordinated exits)
➤ Whales: +$1.15M (new convicion buys?)
➤ Smart Traders: +$41K (minimal on this MC)
➤ Fresh Wallets: +$6.32M (retail buying the dip?)

Some whales kept bidding and can become new future PnL leaders or even become Smart Money.

But this flow divergence, where experienced traders exiting while new participants enter at lower prices, is often a pattern worth recognizing for future token launches.

You want to keep Top PnL, Smart Money and even funds onboard and holding, because they determine what price action will do. Study $TIBBIR if you want an example.

4⃣ Other considerations

➤ Centralization: 74% of circulating supply held by top 3 CEX wallets (Binance 43%, Ceffu 24%, MEXC 6%). Very high and not sure what's up here.

➤ Liquidity: $1.9B market cap with only $1.8M DEX liquidity. That's a 0.09% liquidity ratio. Industry standard is >1%.

5⃣ What all the info might suggest

The on-chain behavior suggests smart money treated $XPL as a short-term trade. They entered at launch, captured the pump to $1.66, and exited as volume declined. The 85% exit rate among top performers is notable.

The product fundamentals have merit though: zero-fee stablecoin transfers, strong backing from Tether and Bitfinex, $4B+ TVL within 6 days (8th largest by stablecoin liquidity).

But token performance and protocol success don't always correlate, especially when early investors are up 20x and taking profits, like you and I would do too.

6⃣ What to track next time

This analysis is about recognizing patterns:

➤ Volume trends - Does volume die during dumps? (XPL: Yes, 63M → 10M)
➤ Top trader behavior - Are they holding or exiting? (XPL: 85% exited)
➤ Fresh wallet timing - Early or late entry? (XPL: Late, after -47%)
➤ Flow divergence - Smart money vs retail? (XPL: Clear split)
➤ Liquidity depth - Does it match market cap? (XPL: No, 0.09% ratio)
➤ Unlock schedules - What's coming? (XPL: 1.67B token cliff in Sept 2026)

These metrics are trackable in real-time with @nansen_ai and help inform decisions before narratives solidify. More importantly, set-up custom alerts when one of these stats is visible on-chain, or when smart money enters.

7⃣ Final takeaway

Personally, I see both sides. $XPL has strong fundamentals and we're entering Q4 of a bull market. They have the narrative too. Charts can bottom out and reverse, especially if on-chain data suddenly shows the exact opposite as what happened during the dump.

But here's what the data shows for now: smart money treated this as a trade, not a hold. 85% exited with profits. Fresh wallets are buying what they sold, although whales look convinced. Still, the pattern looks like textbook distribution to me, at least for now.

So you have two choices for $XPL:
1. Bet on the narrative / Q4 and hope smart money was wrong
2. Wait for confirmation they're returning before entering

Neither is right or wrong. Just know which side you're on.

For me, this wasn't about $XPL in the first place. It's always about learning what happens onchain, and improving my skills and experience.

The data is there. What you do with it, now and in the future, is your call.

[MK @MemeKongX]

https://t.co/Vc7ECXxrDP
这个工具SOL回收租金超级好用，还能批量，有NFT资产的注意一下别把小图片回收了

[MK @MemeKongX]

@addicteddotfun wanna a code

[MK @MemeKongX]

@Co1dRainNight @logearn_cn 打狗必备~~~~

[西时珍🌎 @usd666666]

光速回血的有效休息法！休息好了事半功倍！

[MK @MemeKongX]

最近直播这一波亏成傻逼了，看看女王的贴子回回神

[MK @MemeKongX]

Nice~

[MK @MemeKongX]

$HUCH
CA:B8zW7B8T7ntCiiRYw18jrFu9MBqMZVk9pP7nYyT5iBLV
​投研报告 Analyst Report

[MK @MemeKongX]

$HUCH
CA:B8zW7B8T7ntCiiRYw18jrFu9MBqMZVk9pP7nYyT5iBLV
​投研报告 Analyst Report

[MK @MemeKongX]

https://t.co/sfZAOdwQgm

[MK @MemeKongX]

https://t.co/sfZAOdwQgm

[MK @MemeKongX]

https://t.co/481sh7NVVY

[MK @MemeKongX]

@CoinbaseAssets Congratulations USELESS/Bonk~~~!!!🥰

[MK @MemeKongX]

@0xcryptowizard 没错~！🩷

[MK @MemeKongX]

@elonmusk "That's sick!"​​!!!!😍