n린 ㅣ GGH LABS

Korean Hustlers DAO

[n린 ㅣ GGH LABS @nftholy]

@welshcorgi_coin LFG

[burning_20 @burning_20s_x]

투자는 적극적으로 하지말고, 열심히는 살아야할때 인거같아요

최근 열심히 하는걸로는
1. 바이낸스 알파 다계정
2. 크라켄 다계정
3. 카이토 다계정
4. @buidlpad 계정늘리기
5. CEX 계정늘리기

일상적인 것들
+따리, 갭매매, 펀비양빵

대략 측정해보니까
PERP-DEX에서 6개월동안 1주평균 볼륨이 10M정도 찍히는거 같은데, 실제로 수익을 올릴수없더라도, 에드작용으로 몇bp이득인 갭이나 펀비매매등을 해보는게 참 좋은거같아요

[n린 ㅣ GGH LABS @nftholy]

@0xpangpang @falconfinance 저 이지선다 때문에 크게크게 하기가 너무어렵다...
그저 대 팡팡

[Pangpang @0xpangpang]

- 펠리컨친구 팔콘 파이낸스 @falconfinance

- 텔레그램 음성을 통한 복기중 필기한것들입니다. 중간중간 이해안될수도있음

- 5B짜리 프로젝트 런칭이 이래도되나? (그럼 제로지는 말이되고? 싶긴하네)
- 요즘 따리 난이도가 이게... 심리전이라해야되나 이게존나빡세
- 심력소비가 진짜 말도안돼
- 오늘같은 케이스에 걍 0.55에 긁었다쳐
1. 클레임이 9시에 됬다면? = 0.4직행 개쳐물림
2. 클레임이 질질끌렸다면? = 0.9를 감
- 이 이지선다에걸리니까 비중을 못실어
- 성공하면 제로지,팔콘 하는거고 실패하면 플라즈마(-25%)
(최소 10~20만불은보내야 이 수지타산이맞는데 리스크관리하려면 사봐야 4만불 5만불)
- 저 두개에서 심리전을 골라야해
-근데 여기서 심리전이 또걸려
-바낸은 연기가 떳죠
1. 업비트가 연기 함 ->0.4가는거임 (개처박음)
2. 업비트가 연기 안함 ->0.9가는거임 (개처오름)
(저거 이악물고 고민했어, 2번퀴즈 맞춰야해 그래서 비중을 더 못실어)
- 결국 뭐한 부담없이 진짜 망해도될정도만 사서 보내보는거지 혹시모르니까
- 그러면 뭐 한 10만불보낼거 오천불,만불보내고 히히 만불개꿀~ 이러는게아니라
- 이런 ㅅㅂ 10만불보냈으면 지금 10만불이 복사인데 존나화나네 < 이게되버림
- 이게 이지선다 틀려서 맞아본사람은 진짜 PTSD 씨게있음

이 심리전에서 승리하면 10~100%?의 보상으로 바꿔줌
실패하면 대충 한 -30프로 쳐맞음

- 바낸 안열겠지 믿고 사서옮기면 -> 롬바드(-20%) 당하는거야 바로 망치망치
- 바로 콩X러X형님 컨테이너 10억 옆집 정X를X오형님 10억 텅텅텅 어어라 -30퍼 1초봉빔
- 콩이X브형님 1블럭 밀려서 자기 컨테이너 입국못했다고 매우슬퍼하는중(블럭싸움)

- 비들패드 하라 진짜 13번은 말함 소액일수록 하라고하라고 소리침 150불 -> 600만원
- 이게 요즘 정보는 다 비슷해 사람들 브릿지든 컨트랙이든 뭐 몇프로 풀리는지 뭐 등등
- 언제 사냐, 클레임이 언제풀리냐, 입출금이 언제풀리냐 < 이싸움인데
- 이게 너무 빡세네 난 시원시원하게 먹질 못하겠음
- 운좋게 저점주웠어, 그럼 쭉 들고가겠는데
- 운안좋아서 저점 못주웠어, 그럼 바로 멀뚱멀뚱단 수장 직행
- 아무것도 할수없는 가격, 상황 으로 만들어버림
(가격은 존나비싼데, 클레임은 곧 열려야하는데 안열리고, 입출금도 불안하고)
- 덱스에서 샀다가 클레임열리면 바로 망치 <이게 한번당해본 사람만 아는데 진짜 아무것도 못하게 쭉쭉쭉내림 (1분봉 -10퍼씩빠짐)
- 만약 BSC에서 21시 30분 이후에 샀다면 복기하면서 되짚어봐야함
- 브릿지시간 30분+@, 업비트 컨펌시간 7?8?분 < 이게 아직 안익으면 많이 연습해야함

- 나 심지어 오늘 후따리 존나열심히 보냈는데 진짜 열심히
- 근데 이 막상 계산해보니까 2~3%먹음 콩닥콩닥하면서 보냈는데 쩝
- 후후후후따리까지만했으면 한 5~7프로였는데
- 후후후후후후후후후따리 뇌절하니까 바로 바낸출금open 바로 망치망치 존나맞음

그래서 이제 어캄?
- 되짚어보면 아마?도 평균을 내본다면 알파 에드 덤핑에 사는게 보통 무난?했던거같음
- NXPC, ERA, OPEN, PROVE, ZKC, FF < 이런거
- 변수가 클레임, 덱스고점 < 이게 살짝 위험
- 그때 그때 클레임,브릿지 상황따라서 너무 결과값이 천차만별
- 브릿지, 클레임이 이상하다 느낄때면 그땐 이미늦는데....흠.... 어렵네요
- 알파덤핑에 조금 일정퍼센트 사보고 추후 보는게 무난할거같긴한데
- 저는 정답은 모르겟습니다. 누군가 정답을 알려주시길
- 계속트라이하다 한번 크게먹길 바라며. end. @KaitoAI

[n린 ㅣ GGH LABS @nftholy]

@PachePot 반드시 많이 줄것

[n린 ㅣ GGH LABS @nftholy]

@plusevdeal 지방 사람 울어효

[EWL @jeg6322]

Back in the NFT days, we all said "Diamond Hands."

Today my most respected Sol NFT / Sol meme mentor showed off his Taiyo.

- been staked for 2 years
- $5500 worth of $GP claimable
- $22 daily

Obviously he couldn’t have predicted all the @bonkfun hype,
but his plays always end up printing in the NFT/meme scene.

He always said: "Never sell your dust"

I miss those days grinding Sol NFT WLs and minting with him every day.
Easily the most fun and most profitable stretch I’ve had.
Anyway, the truest Dia Hands I know.🫡
@Hi_Kyle13 (He doesn’t use this account)

[n린 ㅣ GGH LABS @nftholy]

@CyberRektruck 후딱 하겠습니다라고 쳤는데 누락됬네요...

[n린 ㅣ GGH LABS @nftholy]

@CyberRektruck 마이크 연결 후딱

[n린 ㅣ GGH LABS @nftholy]

@plusevdeal @welshcorgi_coin 실제로 스택스 불장때 계정당 500이였더랬죠...

[Impossible Cloud Network @ICN_Protocol]

We will be rewarding the best Web3 community shortly after our listing on July 3rd.

Submit your wallets now 👇
https://t.co/wCUzw6C9ij

72h ⏳

[OpenSea @opensea]

OpenSea has evolved.

Beta complete. Full token universe unlocked.

New rewards program live. Welcome to the new OpenSea — the best place to discover, own, and trade anything onchain.

[n린 ㅣ GGH LABS @nftholy]

@dorong_x Totally agree! Smart move to use SOL for rewards – it really protects the token's long-term health. Necessary for sustainable growth.

[Dorong @dorong_x]

Incentives Matter: LOUD’s Long Game

Some people might hate the idea of giving SOL rewards to the top 25, but honestly, I think it’s a smart move.

I’ve actually talked to a few folks about this. Most people don’t like seeing the top dogs walk away with the bag. But arguing with them made me realize something.

On platforms like Meteora, fee rewards usually come in SOL and native tokens. That sounds fine, but what it actually creates is sell pressure on the token.

And yeah, I’ll admit it. I used to hate seeing influencers pocket big rewards. That envy? Been there. But in an attention-based system, this kind of setup is necessary.

What @stayloudio is doing makes sense. They’re rewarding the people who bring the heat, and they’re doing it in SOL to protect the token. Giving up SOL is fine if it keeps the system healthy.

For long-term sustainability, consistent incentives are non-negotiable. We can’t just ignore that.

[joecrypto @CertiKjoseph]

10 Years in Crypto & TradFi: My Kimchi Premium Investment Playbook

After spending 10 years in both traditional and crypto finance—navigating three bear markets—I managed to avoid the worst thanks to two core strategies:
1️⃣ Kimchi Premium-driven directional bets
2️⃣ Delta (market) neutral arbitrage

However, it wasn’t my formal training in traditional finance or accounting that helped me survive the crashes of 2018 (ICO boom), 2020 (COVID crash), and 2022 (Luna/FTX). Instead, my ability to read market inefficiencies, particularly through Kimchi Premium, played a crucial role.

1) What is Kimchi Premium?

Kimchi Premium refers to the price difference between Korean centralized exchanges (CEXs) and non-Korean CEXs and DEXs.
🔹 It is typically positive (higher prices in Korea).
🔹 Occasionally, it turns negative, which can signal a short-term bottom or long-term accumulation opportunity.

While Kimchi Premium alone won’t allow you to perfectly time the market, it provides a key sentiment signal when combined with other indicators.

2) Why Does Kimchi Premium Exist?

Market inefficiencies drive Kimchi Premium, including:
✔️ Extreme retail optimism in Korea
✔️ FX controls and capital restrictions
✔️ Lack of derivative markets on Korean CEXs
✔️ Strict local regulations

Instead of fixating on the reasons like an economist, we focus on leveraging it to outperform the market.

With that in mind, let’s dive into the key investment theses built around Kimchi Premium.

Thesis 1: Kimchi Premium as a Sentiment Indicator

🔺 When Kimchi Premium exceeds 10-20%, it often signals that a market top is approaching.
🔻 When Kimchi Premium turns negative (-10% or more), it often signals a short-term bottom or long-term accumulation opportunity.

Kimchi Premium reflects Korean retail sentiment—one of the most active crypto spot markets in the world, with billions in daily volume.

Thesis 2: A Margin of Safety

"Price is what you pay. Value is what you get." – Warren Buffett

In traditional finance, overpaying in M&A often leads to financial losses. The same applies to crypto.

🟢 Buying when Kimchi Premium is negative gives you a margin of safety, acting as a buffer against volatility in the long run.

Thesis 3: The Three Key Investment Indicators

To succeed in crypto, investors rely on three main types of indicators:

1️⃣ Technical Analysis (chart-based signals) 📈
2️⃣ Valuation Metrics (TVL, market cap, etc.) 📊
3️⃣ Sentiment Indicators (Kimchi Premium, Google/Naver search trends) 📢

Western media frequently uses Google search trends to explain Bitcoin’s movements. However, Kimchi Premium is a more powerful and underutilized sentiment signal.

Thesis 4: Kimchi Premium Matters Beyond Korea

While Kimchi Premium originates from Korean markets, its impact extends globally.

Since Korea is a major crypto hub, its retail sentiment provides insight into overall market trends.

The crowd is not always right, but tracking their behavior is essential.

Thesis 5: Contrarian Thinking

Kimchi Premium-based trading relies on contrarian thinking:

✔️ When the crowd is euphoric, I become cautious.
✔️ When the crowd capitulates, I see opportunity.

Most traders assume the crowd is right.
Instead, I assume they are often wrong—which leads to alpha generation.

Thesis 6: You Don’t Need a Korean Exchange to Trade on Kimchi Premium

Foreigners cannot open accounts on Korean CEXs. Does this make Kimchi Premium irrelevant to them?
❌ No.

Kimchi Premium is still a valuable trading signal for long/short strategies on non-Korean exchanges. Don’t confine your thinking to trading venues.

Thesis 7: Understanding Overvaluation & Undervaluation

"In the short run, markets are a beauty contest. In the long run, they are a weighing scale." – Benjamin Graham

Understanding market inefficiencies helps you:
✅ Avoid buying at the absolute top
✅ Avoid selling at the absolute bottom

After surviving three bear markets, I’ve learned that Kimchi Premium + delta-neutral arbitrage is one of the most reliable frameworks for crypto investing.

Thesis 8: Kimchi Premium Exists Beyond Crypto

Kimchi Premium isn’t limited to crypto—it appears in other Korean-invested markets:
✔️ Physical gold (e.g., Korea’s recent gold rush)
✔️ Stocks
✔️ FX
✔️ Real estate

However, due to language barriers and information asymmetry, Kimchi Premium remains less discussed than Coinbase Premium, Bitcoin Fear & Greed Index, and S&P 500 indicators.

Thesis 9: Data-Driven Trading Requires the Right Tools

Analyzing Kimchi Premium requires data analysis, yet few platforms offer quality data and visualization.

One of the best platforms available is @datamaxiplus , which provides:

📊 Real-time Kimchi Premium charts
⚡ Arbitrage strategy insights
📢 CEX announcements
🔍 Naver search trends on crypto (Korea’s most popular search engine)
📈 Funding rate analytics & more

Check it out: https://t.co/3b2QBPs8OY

Thesis 10: Luck vs. Skill in Crypto Trading

Making money in crypto is not about luck—it’s about:
✔️ Hard work
✔️ Detailed, data-driven analysis
✔️ Consistent risk management

Sure, you might get lucky buying a meme coin. But if you don’t back that luck with a systematic strategy, one mistake could wipe out all your gains.

📉 Making money is hard. Keeping it is even harder.

Final Thoughts

Bitcoin has surpassed $100,000 but has faced setbacks.

We are now entering Phase 2 of the current bull market. From here, data-driven strategies will determine who emerges as the true winners.

I hope everyone reading this will be among them. 🚀

📍 Written in Seoul, March 30, 2025.
#Bitcoin #Ethereum #KimchiPremium #CryptoTrading #Blockchain #DigitalAssets #Arbitrage #CryptoTrading #FinanceTips

[BOI @Boithebear]

Want to know if you earned a mini allocation tier? Head over to https://t.co/GknzwN0upV and check your notifications! 🐻

[EWL @jeg6322]

.@subsdotfun's first sub launches in 1h 30m, and it's about crypto x AI.

Got sharp takes on the space? Just subscribe and start creating. You’ll earn rewards for good content.

As someone who loves both community and content, I’m genuinely hyped about what they’re building.
- Reddit vibes + crypto-native, decentralized rewards for contributors.
- And like Kaito, forum-specific ai agents handle reward evaluation and distribution.

I’ll be active in the first sub, and also planning to launch one on early stage projects (in talks with the team).
Need an invite code? Just let me know.

[EWL @jeg6322]

Currently, 2.5M Sheep have been born on Sonic.
And in just 2 hours, no more Sheep will be born.

While there are many differences compared to previous wolf games by @SheepCoin69, the most important one is the integration with $S (Sonic).

- $S is used for minting wolves,
- We can also spend $S to use Sheepdogs to protect our sheep.

Ponzi on-chain games (Token, NFT) are much more fun and more sustainable when they’re designed with smart mechanics. Including $S in the system was a great call.
This game goes beyond just running on $SHEEP. It feels naturally connected to the Sonic chain, which could bring more support from the Sonic folks.

With @SonicLabs's TVL hitting new ATHs daily, and this game backed by a solid dev (@Ceazor7) with indirect support from @AndreCronjeTech , it’s looking super bullish to me.

[EWL @jeg6322]

I’m probably the first person to receive a Korean-language review at Ethos.
Thanks, @JayLovesPotato 😊

As the first KR Ethos user, I hope more Koreans can experience and enjoy this. However, given the nature of the system, careful invitations are essential
(I haven’t even received an regular invite code myself yet).

That’s why, whenever I came across suitable candidates, I actively reached out to the Ethos community and @0x5f_eth .
These were people with a strong understanding of Ethos, genuine interest, and excellent review skills in the crypto space—especially those who wrote insightful threads or articles about Ethos, which I made sure to share.
Through this process, four great KR users have joined Ethos via Serpin.

I’ll continue doing the same moving forward. It would be great if more people could help make the crypto space a trustworthy environment.

By the way, I’ll likely receive invite codes that I can distribute at my own discretion today or tomorrow.
I’m not sure how many I’ll get, but I’ll carefully consider how to proceed. 😁

[Dorong @dorong_x]

@sign Hi im dorong

korea / korean

my tg channel https://t.co/zxkFLqSjFv

cex boy

cex

hi @0xjeff @nftholy @GGH_Labs