TangZ

Q: Since prediction markets had long known the midterm elections were a sure loss, why did the market still have to fall when the day came? And then why rise after the shoe dropped? Isn't all this back-and-forth just pointless turmoil? The same goes for all kinds of events whose outcomes were known long in advance.
A: The big hand manipulating the market, of course, knows all this inside out. But it wants to manipulate public opinion and people’s emotions, doing everything it can to amplify the impact of these events. Because only when the market fluctuates can they make money.
You can think o

I mentioned a concept before: fundamentals are firewood, and attention is oil. I’d like to refine it now by adding liquidity, which I think can be compared to oxygen. Firewood and oil relate to the project itself, while oxygen relates to the overall market environment.
When there’s oxygen, you don’t need much firewood or oil to get a fire going; when there’s not enough oxygen, no amount of firewood or oil will get it lit.
So:
Fundamentals are firewood, determining how long the fire burns;
Attention is oil, determining how fiercely it burns;
Liquidity is oxygen, determining the upper and lower

Let’s talk about the recently much-hyped HyperLiquid L2, Elysium:
First, the advantages:
1. The demand is real. HyperEVM is currently a second-class citizen: on the one hand, the official team artificially throttles it because it can’t front-run the order book; on the other, many features, such as lending, have been moved into HypeCore, causing activity in the EVM ecosystem to plunge.
2. Robinhood Chain has set a precedent. As the trend of entering the US market compliantly gains momentum, Hype may once again become the focus of attention. Funds will first flow into Hyper Core, then are very l

People should learn to seek inner peace and not get caught up in the noise of society and others.

Whether a project in the crypto market can take off mainly depends on three things:
1. Real fundamentals
The crypto world is full of vaporware, so aside from pure meme projects, a good project today needs real-world use cases, operating data, revenue, and a token value-capture mechanism. This is the foundation of its narrative.
2. A compelling, simple narrative
Think back: the projects that truly went viral all had one thing in common—you could explain what they do in one sentence, and the narrative was compelling. So projects with convoluted, overly complex stories, ones KOLs have to write en

History is there to be broken. October, historically crypto’s best-performing month, has been a slow bleed.
Let’s see how the second-best month, November, performs.
Anyway, no matter how painful the short-term cycle gets, the long-term trend outlook hasn’t changed. This pain isn’t entirely without value—it’s a reminder not to chase those flashy shitcoins with no fundamentals too much. Don’t dump your bags before dawn.

Why do altcoins get drained by BTC?
Mainly because most altcoins surge sharply for a short period, then spend a long time fluctuating widely or gradually declining. Although their rallies are fast and explosive, making it easy to get euphoric, they then stay weak for a long time or jump up and down. You watch your profits disappear day by day, or even end up losing money, making the holding experience terrible.
Then you look at BTC: every time, it falls only a little, giving you a sense of stability, and holding it can still bring decent returns in the future. So after just a few rounds of vol

The 1st of 81 Trials of Crypto Investing: Always Wanting to Profit from “Consensus”
Crypto investing has an inescapable cycle:
1. You spotted the project early on, but because there was no consensus, you didn't want to buy;
2. Consensus emerged after it pumped, you couldn't resist, and bought;
3. It kept pumping after you bought? Then sorry, you had to go all-in;
4. Such a great project actually pulled back to pick people up—hurry and buy the dip on this quality asset!
5. The more it dropped, the more you bought; the more you bought, the more it dropped, until you could no longer add to your p

To be honest, although I got into crypto early, I used to trade in a very hands-off way (basically, I was just lazy). Occasionally, I’d spot a promising asset, get carried away and jump in, then hold it on faith. Sometimes I wouldn’t even check the price or track events and data for weeks or months.

This is the first cycle in which I’ve been very meticulous about finding and monitoring assets, so watching prices go up and down every day is honestly pretty damn painful.

Recently, I want to properly study the methodologies and contingency plans for holding and exiting bull-market assets. A met

September is Bitcoin’s worst-performing month historically, while October is its best-performing month. November is generally strong as well, but highly volatile.
The U.S. midterm elections are on November 3, giving Trump an incentive to shore up his crypto base. With the CLARITY Act rejected, let’s see what other favorable measures the SEC and CFTC can come up with.
Let’s see how accurate this round of historical-pattern extrapolation is.

In this market, fundamentals are basically firewood, while narratives/attention are gasoline.
For example, pure memes like Marscoin and Niulai have a ratio of 0:10;
For Zec and Near, I’d say it’s roughly 2:8. They do have fundamentals—privacy, AI, and Intent-based trading—but overall, the narrative is still clearly greater than the fundamentals;
For something like Uni, it’s 5:5: the fundamentals are rock-solid, while the narrative and attention are also fully ramped up. That combination is quite rare. Hype reached this state before as well, and surged several-fold.
For something like morpho, i

Many people are still waiting for that “final drop.”
But even if BTC does see that final drop, high-quality altcoins may still find it difficult to return to their pre-launch prices.
The market may now be in the accumulation phase. Do you really want to make such a big bet and risk missing out entirely?
At the very least, I suggest setting two lines for yourself: one for buying the dip on the left side, and one for capitulating on the right side.
Capitulation means that the market structure has already changed, you admit that your judgment was wrong and that you will not be able to buy the bot

A reminder to everyone: at the start of a bull market, make sure to hold on to your gold-like precious chips, and never trade gold for garbage.
Truly valuable, quality projects can generally be explained in one very short sentence:
Hype: The leading Perp Dex
Lit: The potential second-largest Perp Dex benefiting from RH and favorable US regulation
Pump: The largest Meme Lauchpad
Pons: The largest Meme Lauchpad on RH
Uni: The largest Amm Dex
Pendle: An on-chain monopolistic interest rate trading platform
Polymarket, Morpho, AAVE, and many, many others
So everyone should be wary of projects whose