Marc

學會拒絕雜音
韭菜爱幻想
努力知行合一

[Marc @Unsinkablemf]

@0xCPT_Capital @Royrennt 同意

[Marc @Unsinkablemf]

@TingHu888 真是逆天，赚钱都放不下偏见，不过感觉是推送给别的群体了

[Marc @Unsinkablemf]

@Michael_Liu93 先信卖后信，他们只会忽略麦总说的「赔率」这个字眼

[Vida @Vida_BWE]

There’s an endless flood of shitposts claiming that crypto is dead.
In reality, this is just another very typical cycle 🔄

Every cycle looks terminal when you’re living inside it. What most people fail to notice is that real infrastructure is still being built, even in the worst market conditions.

This cycle alone, we’ve already seen genuinely important innovations:

- Platforms like Hyperliquid and Polymarket have turned global, permissionless gambling and speculation into reality — giving access to offshore derivatives and prediction markets that are otherwise heavily restricted in the US and EU.

- At the same time, the rise of TradFi perps on CEXs and HIP3 is quietly expanding access to global financial assets.
Third World People in regions where opening a brokerage account is nearly impossible can now trade the same companies that used to be reserved for developed markets. Few understand this opens a portal to billions of users.

Crypto isn’t shrinking as it’s eating market shares from two Trillion-Dollar territory : TradFi and online casinos.

The number of people who can gain exposure to speculative markets keeps increasing. When sentiment flips, liquidity will come back.

Meanwhile, the purge is finally happening.
Shitty VC coins, useless stupid “governance tokens”, dead af protocols with no cash flow. They’re not coming back. They just go down — and that’s healthy.

Valuations are compressing toward levels that are actually sustainable. Protocols with real revenue are starting to be essential and gain attention from entire market.

This isn’t the end of crypto.

It’s the part of the cycle where weak hands, weak narratives, and weak balance sheets get wiped out.

Fasten your seatbelt.
Survive.
And be ready for the next great cycle of gambling and speculation.

Because it always comes back.

[Marc @Unsinkablemf]

@alohquant See You Space Cowboy

[Marc @Unsinkablemf]

而哈基米虽然火爆，但这个梗很多喜欢玩的都不知道具体来源以及为什么火，不适配币安广场用户的心智。考虑到alpha本就是打通一二级的通道，为了拉广场用户而拉盘的想法或许是对的。

[Marc @Unsinkablemf]

仅记录想法：突然想到，如果cz何一想拉bn广场的人来玩meme，那是不是证明他们更偏向奶在广场热度比较高或者说广场用户更能理解的meme。「我踏马来了，币安人生，4，giggle，客服小何」等几个上了alpha后能继续拉盘的币貌似都非常的下沉，都是非常容易get或查明含义的梗。

[Marc @Unsinkablemf]

@degenserpent 专找凉的差不多的梗埋

[Marc @Unsinkablemf]

老登们什么时候死啊，占着坑位还几把把其他人当做玩物一样，日你妈。

[Marc @Unsinkablemf]

@star_okx 6

[Marc @Unsinkablemf]

@btc2ai 这个与一部gay片有关，其实算是二次元相关meme，关键含义是��臭不可闻」

[Marc @Unsinkablemf]

@jinmu9 这个价格的门槛不敢说绝对，但大概率是坑

[Marc @Unsinkablemf]

@TingHu888 craft，很适合我这种轻度用户，但只适合苹果全家桶用户，win版很难用，Android端还没出

[Marc @Unsinkablemf]

@TingHu888 太期待了

[TingHu♪ @TingHu888]

我不知道现在大家还信不信叙事，反正我是什么叙事都不信的，都是狗屁。最重要的是趋势、流动性、情绪。趋势不在，流动性整体一定是下降的，覆巢之下无完卵；趋势在，流动性整体一定是上升的，水涨船高。潮涨潮落。你要知道最初的流动性来自于哪里，最后的流动性又来自于哪里，你要跟随哪种流动性。

[Marc @Unsinkablemf]

@lianggemaer 还有那么多人附和，这圈子真tm烂透了。

[Marc @Unsinkablemf]

@Jay_beedog1B @heyibinance @cz_binance 说到网站好像是pump后就渐渐不是标配了，tg群是在社群出来后

[Marc @Unsinkablemf]

太刻舟求剑��往都不会如愿。

[Marc @Unsinkablemf]

@btc_798 @CryptoDevinL @jwei1003 打死我都不信JW会亏光

[十一地主 @11dizhu]

为了生存，失去潜在的机会是值得的。