CandleAfterTheRain

This LinkedIn report is quite straightforward: demand is no longer focused only on traditional hubs like Bangalore/Hyderabad, and opportunities in second- and third-tier cities may be greater.

Recently, the NFT secondary market has been arguing about royalties again, basically "voluntarily paying money." This issue becomes especially fragile in a bear market. Creators want continuous cash flow, which is fine, but traders feel they are bearing liquidity risk and also getting charged a fee, making it psychologically hard to accept long-term. It's like setting up a stall at a night market—if the stall owner wants to charge a booth fee every time someone resells, but the buyer finds the neighbor doesn't charge, they’ll be very honest.
Social mining, fan tokens, that "attention as mining

Target has hit 4 in a row, execution is at full throttle, the rest depends on take-profit and drawdown management.

These days, I see everyone watching on-chain large transfers and fluctuations in exchange hot and cold wallets, interpreting "smart money."
Honestly, it's often just moving assets, market making, risk control adjustments—using it as a signal can easily scare or fool yourself.
The same goes for staking/sharing security; the layered returns look great, but the risks are stacking up too: penalties and confiscations at the underlying staking level, contract risks of upper-layer protocols, and the discomfort when liquidity tightens and gets stuck...
Anyway, I'm now more concerned with data: w

Don't just focus on the ups and downs; the main signal is when ETF funding turns positive.

Last night after work, I was scrolling through on-chain activity, and I happened to take a look at the data before and after the upgrade of that mainstream public chain. Everyone in the group was guessing, “Will it migrate?” and the mood ran even ahead of the trading volume. Anyway, while I was watching the capital flows and keeping an eye on the options market, I found that many people are actually using options to express anxiety: they’re afraid of black swan events, and they’re also afraid of missing out—so they end up buying more and more impulsively, getting more and more overheated.
To p

This kind of report has a huge impact on valuation: no matter how big the story is, if profits can't be realized, it's all pointless.

Exeter's report makes it very clear: the preparation is not about being aggressive, but about avoiding being caught off guard.

Recently, I looked at a few yield aggregator pools again, and the APYs look quite attractive, but my first reaction isn't "how much can I earn," but rather "how many hands has my money changed through." To put it plainly, aggregators are just a layer of "automatic arbitrage" shell, connected to protocols, contract permissions, whether they can be paused or upgraded, and if there are external lending counterparties. If something goes wrong on the chain at any point, the losses will honestly fall on you.
I'm just someone who checks the chain after work, used to opening up the flow of funds and c

The step of burning less oil for power generation is quite crucial.

It doesn't feel like choosing a car; it feels like selecting a bunch of benefit packages.

Those who can decisively close their positions in profit zones are always stronger than those who guess the top.

I will make batch trades around 7.2, test small positions, and exit if it breaks down, not getting emotionally attached to the market.

This is the trading plan: execute on time, don't let emotions drive you.

Very similar to March 16: rushed to 76k and was rejected, then there was a shakeout to clear out people.

JST's current deflationary signal is quite strong; continue monitoring announcements and on-chain records.

These days, I’ve been seeing everyone fixated on staking unlocks and token unlock calendars, with screens full of “selling pressure is coming.” I’ll take a look myself first: the on-chain data you see might already be a bit “late.”
Node synchronization can be fast or slow, RPCs also cache and rate-limit, and during peak times they might return old blocks; plus, many people use indexing services (organizing on-chain data into a searchable format), which are not real-time magic—batch processing, reorganization, and delays are quite common. As a result: you might think a large transfer just moved

Someone asked me why the pool in blockchain games collapses so suddenly... I think the core reason is two words: inflation.
The output design is too smooth, everyone can mine a bunch just by clicking daily, and as a result, the "coins" first become garbage time;
The new influx of money simply can't handle the ongoing selling pressure from veteran players, the pool looks lively but is actually leaking.
Plus, once a studio enters the scene, efficiency is immediately maximized, they don’t talk about sentiment, only accounting,
Output is amplified, selling pressure becomes more fixed, and

These days, there's again talk about NFT royalties. To put it simply, it's about creators' income versus secondary market liquidity, with both sides feeling wronged. The more I look at on-chain data, the colder it seems: royalties are less about "whether they should exist" and more about "whether they can be enforced." When it can be bypassed, people will bypass it; supporting it verbally doesn't change anything.
So I've set a rule for myself: before buying, assume that secondary sales might not pay royalties. Don't use "support the creator" as an emotional premium to justify it; if I really l

Last night, I checked my on-chain records and realized that I had given an old dApp contract an "unlimited" authorization. I clicked confirm out of convenience and then forgot about it... Honestly, this is like leaving the door unlocked; just because nothing happens doesn't mean it's safe. Revoking permissions is as important to me as sleeping: if I don't do it, I always feel uneasy. Recently, the funding rates are extremely volatile, and in the group, people are arguing whether it's a reversal or if the bubble will continue to inflate. I, for one, will close all the doors I can first; how the