DaoAfterparty

Short-term momentum is still intact, but targeting $2.50 is a bit aggressive. I plan to take half off the table at $2.38 and let the rest run.

I came across a validator saying all his income came from MEV, and retail users below cursed for ages that “ordering rights are just rent-seeking in disguise.” They can argue all they want, but honestly, whoever sits in that position is more or less the same. Governance meetings run for three hours, and after half a day of discussion, no one cares about things real users can’t understand anyway.
Whatever, I’m not going to worry about them. Here’s something more practical: a friend messaged me last night saying his wallet had been drained. The reason wasn’t any high-tech exploit—he had “approve

The floor price fell again, and the group chat is so quiet it feels like the New Year came early. Someone said cutting royalties to 0 would revive liquidity, but from where I’m standing, liquidity did come back—while people’s hearts scattered. Those who used to enthusiastically call for building are now farming, withdrawing, and selling on other chains. Old users complain that new L1s/L2s offer incentives to boost TVL, then everyone leaves after farming it. Pretty pointless.
I’ve also thought about uninstalling all the market apps and leaving every group chat. Just for a few seconds, honestly.

I just saw an interesting statistic: after secondary-market royalties were set to zero, one creator’s new releases visibly lost some of their buzz. So saying he suffered no loss doesn’t really hold up. A public chain is also set to upgrade in the next few days, and people in the group are wondering whether some projects will use the confusion to migrate. Whenever this happens, some rush to take sides, while others quietly do their own thing.
I eventually realized that royalties are, basically, a game: platforms want traffic, buyers want lower prices, and creators need to make a living. No one

I came across another argument in the group over privacy coins and compliance boundaries. At heart, it is still a trust issue. You say the technology is fine, but what about the people using it? It is like sharing condoms: theoretically, more people means more strength, but in reality, you have no idea whether the guy next door showed up drunk for his shift.
I have been looking into restaking lately. Stacking yields is exciting, but it feels like adding a third floor to an unsafe building. Building higher does not mean making it stronger; a building’s load-bearing capacity depends on its found

This $ESP setup is quite interesting: price is holding at triangle support, and the 50-day moving average is giving buyers an extra boost. The key now is the resistance above; as long as it breaks through cleanly on strong volume, the upside afterward could be greater than expected. Keep an eye on it.

Just saw a whale address’s move: a small order sets up a position, then a big order gets dumped on it—so typical. Before you follow the trade, you really have to figure out whether it’s building a position or hedging. Some people see a big player enter and rush in right away. In the end, the other party is actually shorting, and you end up becoming the bag holder.
Lately, I’ve also been seeing a lot of controversy over “re-staking” like a nesting doll. Honestly, it leaves me a bit confused. Yes, the returns are stacked, but the risks are stacked too—after watching it loop back and forth, you e

Hey, I can barely keep up with the latest cycle of hot topics lately. Cross-chain bridges get hacked, oracles make abnormal quotes—then everyone is all waiting for “confirmation,” and the next hot topic comes along. Honestly, this attention-economy thing feels like just another name for a machine that harvests retail investors. You just jump in, and it’s already dead; you switch to the next one, and you chase again—over and over getting cut. Anyway, my current strategy is: when a hot topic comes out, first check who’s pushing it and who’s running, and any project that’s being widely discussed

I just saw people in the group chat talking about how a certain L1 chain went through an upgrade and then got shut down again for maintenance, and now everyone is starting to guess whether the ecosystem projects are about to run. Honestly, do retail traders have to obsess over these things every day—does it get tiring? 😂
As for the block builder, the bundle setup—personally, I think it’s enough to know that “someone can front-run, but they’re also earning their living through technology,” and you don’t really need to understand exactly how it’s assembled. It’s like you don’t need to know how

Just now I almost got the itch to chase the price higher again. I quickly stopped myself and asked: What new information am I actually seeing here, or am I just being pushed along by emotions? The truth is, everyone knows this—after watching all that L2 “TPS vs gas” gas-talk/fan discourse for too long, it’s easy to get carried away and think, “This time is different.” To put it plainly, most of the time, FOMO is making the decision for you. In any case, what I’m doing right now is to first turn off the group chat and Twitter, calm down for ten minutes, and think about whether I truly have alph

After reviewing a few DAO governance proposals, the voter turnout is still the same old story—never even hitting 5%. On the surface, everyone gets a say; in reality, the big whales’ delegated voting power has long been snapped up by a few “old hands.” In meetings, it’s the same few faces turning up again and again.
To put it bluntly: governance tokens—who are they really governing for? Ordinary users hold the tokens, but most don’t have the time to watch proposals closely. They just delegate to some big-name figure. As a result, that figure’s voting direction highly overlaps with the project t

Just finished chatting with my friend. Meme hype is really lively, but in the group, a bunch of people just post screenshots. When it pumps, they shut their eyes and hype it up; when it dumps, they say nothing. To be honest, there’s a common trait between “fi” and the crypto world: when there’s more narrative, there’s also more noise. Lately, miners’/validators’ income and the fairness of MEV ordering have people over at the retail side cursing up a storm—but after they vent, they just rush into the next coin. Not many people actually set take-profit and stop-loss orders.
As for me, when I pla

I’m not great at watching messages in the group, but every time I see someone rush in just because a KOL said a single thing, then they lose money, run back out, and start berating the group, it’s pretty frustrating. Back when the public blockchain was upgrading, there were a lot of people in the group speculating that projects would migrate—but what happened? Most projects didn’t move at all. Instead, some KOL would post a simple “I think,” and that was enough to lead people astray. At the end of the day, the impulsiveness is the buyer’s own, but both the KOL and the group messages act like c

I just got pulled into another “only you are missing” Odyssey group. I clicked in and saw the guys scrolling the points leaderboard, going after badges. How should I put it—these identity-grabbing things you do by grinding tasks, I’d definitely gotten a bit hooked for a while. But this time, I’m staying calm. You grind the testnet for a month straight—then when the mainnet launches, even slippage can be enough to scare off a bunch of people. And in the end, they give you a “founding elder” tag. So what? When you actually use it, it might not even be as good as finding a governance discussion m

To be honest, I just finished a DAO governance meeting, and then it was another two hours… I’m about to get exhausted. In the meeting, everyone argued for a long time about how to order the sequencer, and whether MEV counts as “cutting in line.” Honestly, I’m pretty annoyed by all these technical terms, but then again, it’s also kind of interesting. In this industry, we always talk about fairness and decentralization—yet on-chain, “cutting in line” is more competitive than people fighting over bubble tea in real life. Whoever bids higher gets packaged first. Put simply, it’s just that the rich

Modularity has been hyped for so long—do you feel any difference in the experience? Anyway, I use on-chain every day; aside from cross-chain being a bit faster now and then, I really don’t feel any truly earth-shattering changes… To be blunt, it seems like the team behind it is just making things easier on themselves, but for ordinary users like us, gas fees are still expensive, and slippage is still high. Still, with that whole wave of rate-cut expectations lately—when money was moving back and forth—it does seem like the liquidity migration to some newer chains may actually be smoother? I’m

The funding rate is extremely extreme again today, and both the long and short sides are yelling about “seeing the bigger picture”… As for me, I backed off—I’m staying in cash and watching from the sidelines. Playing the other side’s game? That takes a lot of nerve; I’d rather dodge the volatility. I’d rather make a little less than get jolted awake in the middle of the night. Social mining and fan tokens have been hot again lately, but honestly, with “attention mining,” to put it plainly, it’s basically trading traffic for chips—swapping attention for positioning. How long you can keep playin

Last night I chatted with a few friends about parallel processing and sharding, and everyone was really fired up—everything from technical roadmaps to ecosystem fit. It was lively. But honestly, the same old question kept running through my mind: how solid are asset safety and the exit path? Last week, I saw the third news update about hardware wallets being out of stock—my heart sank. Looks like it’s “time to scramble again,” not that we have a choice. Lately, there are phishing links everywhere—way too many. People around me have already fallen for it. Bottom line: no matter how flashy the s

Just finished chatting with a friend about impermanent loss, and I’m feeling a bit emo. They say market making is easy money—turns out that once I actually got in, I realized: when the price curve gets steep, slippage chews you up until you’re done; in a sideways market, the more you trade, the fewer tokens you end up with. Then you look back and realize your principal has shrunk. And that’s not even counting how, recently, ETF fund flows have been getting tangled up with investors’ risk appetite in the US stock market—stocks swing wildly at the drop of a hat, and market making feels like you’