HypeVaccinated

Yesterday, I looked at some "smart money tags/address clustering" panels. To be honest, they can be referenced but shouldn't be taken as gospel. Clustering is essentially rules plus guesses: you can't catch an entity that's split into a dozen addresses, and conversely, merging several exchange hot wallets can mistakenly label retail investors as "whales."
Now, I trust the sense of capital flow more: net inflows/outflows during a specific period, which chain funds move from and to, whether they go into contracts or spot markets, and ultimately whether they end up in CEX.
As for recent compa

This is not the kind of sky-high false surge; a controlled upward movement makes people feel more at ease.

This move $HIGH is really aggressive, but I won't chase it until it retraces.

Got the reminder, don't expect to double your money in a single weekend.

Recently, I saw someone describe "market making = passive earning from fees" as if it were the same as earning interest from a fixed deposit... To put it plainly, the AMM curve is just letting you passively rebalance during price fluctuations—selling when it goes up, buying when it goes down. Fees are just compensation; whether they cover the loss depends on the volatility and trading volume. Impermanent loss isn't some mysterious concept; essentially, you're taking the other side of the "volatility" trade. By the way, I want to criticize that now everyone is linking ETF capital flows and U.S.

The range of 0.405-0.418 is comfortable for batch ambushes, and the stop loss at 0.385 is also clear.

Stopping loss is really like a breakup; the more you drag it out, the more unwilling you become. That little bit on the ledger that says "maybe they'll come back" is actually just interest accumulating, and your mindset also gets worse. I used to always want to wait for a slight rebound before leaving, but when the rebound didn't come, I ended up losing sleep and focus first... To put it plainly, admitting defeat and leaving early means the remaining money can be used for other things.
Recently, watching new L1/L2 projects start to promote TVL incentives again, veteran users complain about "mi

Lately I’ve been seeing a lot of narratives about “yield stacking” from re-pledging plus shared security. To put it simply, it’s just splitting the same risk into a bunch of different nameplates. Stacking APR feels great, but the risks at the tail end stack up too—not because you didn’t see it, but because you don’t want to see it. When the protocol says “shared security,” my first reaction is: who, exactly, is sharing responsibility to cover the downside, when is it triggered, and after it’s triggered can you still exit?
These past two days, as expectations for rate cuts heat up, discussions

Seeing you say you want to celebrate that I have also been infected, I wish you continued success ahead.