AU Trading Journal 🩵👿
韩国的一些kol一直和我讲机器人叙事,他们每天都会阅读相关文章,机器人叙事和x402确实是很好的叙事,不过我仔细思考了一下,求稳和涨幅还得是icm还得是believe的币,believe的币是长期价值投资,meme是短期投机,预计在迁移完成可能的卖消息后还有一次黄金底,然后开启发射台和飞轮
向韩国人推荐了launchcoin和noice等一些icm币,鉴于机器人叙事在韩国有很高热度,同时我觉得和believe平台icm币类似都是属于价值投资而非短期投机,我会很快完成对icm和robotics的对比论文
Reminder: China’s National Day runs Oct 1–8, Korea’s holiday is Oct 3–9, so Upbit listings may slow. Add in Lunar New Year, Christmas, and the Singapore 2049 conference — these holidays & events could trigger market dips, but also set up a golden Q4 buying opportunity
$noice update
📌 Current Progress
They’re already on the Coinbase Assets Roadmap, with creator earnings surpassing $1M+.
Progress has been slower than expected, but the direction is steady.
---
📌 Forward Looking
GTM plan for v2 will launch via Twitter @noiceagent as a long-term strategy.
A $noice flywheel is coming soon.
Talked to 100 teams in the past 60 days, already locked in the first 10.
noice earn will help founders build an onchain token cap table.
Over the next 60 days, they’ll be pitching to every major liquid fund worldwide.
Key excitement:
Exploring internet capital alignment through small experiments.
Next 6 months focused on doing things that don’t scale.
Oracle and v2 will onboard users gradually, with a permissioned approach.
Founders need to be all-in and bring a unique angle.
Litmus test: founders willing to write a $5k angel cheque into a SAFE (no token warrant), i.e., truly illiquid commitment.
---
📌 Reflections
Progress is slow on closing some key decisions.
Raised a bit + got a grant (details coming soon).
Lots of back-and-forth between wallets, routers, contracts, dev teams.
Getting new information at 80% completion is both good and bad.
Slowing down communications on purpose to build trader anticipation.
Spent significant time cutting down the scope for v2.
---
📌 Closing
Gratitude to the community for patience; apologizes for not being able to share too much “alpha.”
Goal: gradually experiment, embrace being wrong, and build a systemic alternative to YC / traditional venture.
Quote: “Miles to go before we sleep.”
📌 Current Progress
They’re already on the Coinbase Assets Roadmap, with creator earnings surpassing $1M+.
Progress has been slower than expected, but the direction is steady.
---
📌 Forward Looking
GTM plan for v2 will launch via Twitter @noiceagent as a long-term strategy.
A $noice flywheel is coming soon.
Talked to 100 teams in the past 60 days, already locked in the first 10.
noice earn will help founders build an onchain token cap table.
Over the next 60 days, they’ll be pitching to every major liquid fund worldwide.
Key excitement:
Exploring internet capital alignment through small experiments.
Next 6 months focused on doing things that don’t scale.
Oracle and v2 will onboard users gradually, with a permissioned approach.
Founders need to be all-in and bring a unique angle.
Litmus test: founders willing to write a $5k angel cheque into a SAFE (no token warrant), i.e., truly illiquid commitment.
---
📌 Reflections
Progress is slow on closing some key decisions.
Raised a bit + got a grant (details coming soon).
Lots of back-and-forth between wallets, routers, contracts, dev teams.
Getting new information at 80% completion is both good and bad.
Slowing down communications on purpose to build trader anticipation.
Spent significant time cutting down the scope for v2.
---
📌 Closing
Gratitude to the community for patience; apologizes for not being able to share too much “alpha.”
Goal: gradually experiment, embrace being wrong, and build a systemic alternative to YC / traditional venture.
Quote: “Miles to go before we sleep.”
$VFY 7.30 阿尔法 8点合约,社区空投还没公布,如果刻舟求剑按以前的币就是alpha砸完买,上合约卖,上完合约就看项目方怎么操盘了,如果明天社区空投看这个直接上合约关系和团队那上完合约应该还得拉盘🧐(猜的nfa dyor)
xpl有很多英文CT喊抄底,听英文CT的应该得完蛋了不能听老外的,xpl中国鲸鱼大户很多,最开始上涨也是别人没卖,aster听老外的抄底还差不多,下个目标xpl跌破1u去0.8先1u-0.8盘整洗国人(包括锁仓后续还有操作空间对比wlfi),然后aster重回2u(个人观点)
50m xpl预售被存入币安热钱包,让我想起了ena😂
https://plasmascan.to/address/0x8741B106e9738a6971AD07DABCFe95FF66337b51?amt=1000000%7E&toaddresses=0x8741B106e9738a6971AD07DABCFe95FF66337b51
https://plasmascan.to/address/0x8741B106e9738a6971AD07DABCFe95FF66337b51?amt=1000000%7E&toaddresses=0x8741B106e9738a6971AD07DABCFe95FF66337b51
Plasma Blockchain Explorer
Address Details - Plasma Network (XPL) Blockchain Explorer
Plasma Explorer allows you to explore and search for transactions, addresses, tokens, prices and other activities taking place on Plasma
AU Trading Journal 🩵👿
$MET tge 23.10.2025
meteora tge 以及 DoubleZero 的发布,sol又开始搞事情
突然想到launchcoin 之前有很多大额买单不管是老外还有买1mu的,应该都是为了质押打新,以及believe的应用真的很优质,同时sol开始搞事情,launchcoin成为virtual应该没跑了
AU Trading Journal 🩵👿
今天好像韩所在韩国时间8点暂停充提币维护一般维护2个小时,中国就是7点,开放时间未知,韩国kol给我说Eden很可能上韩所,他们说上了韩所就考虑做空,假如维护一般就几个小时,我觉得应该在7点币安现货上前都没有上韩所消息,6点半是社区空投(就是看卡不卡空投)跌到1u左右,6点半前应该可以买点然后看空投情况,7点同时开合约和现货做空共识挺强刚开合约肯定要被空下去然后很快可能就-2费率然后短暂拉盘横盘,到时候得看价格和费率了开空,上韩所概率很高不过最多插针到2u吧🧐走势应该和ff差不多可能中途出个韩所消息插针
资金费率负二,如果按照昨天ff剧本,横盘然后等1小时后收完资费得空,现在肯定不能空,和上面发的走势预期大差不差,开盘共识开空然后资费负二短暂拉盘然后横盘,中间再出个上韩所消息插针
AU Trading Journal 🩵👿
突然想到launchcoin 之前有很多大额买单不管是老外还有买1mu的,应该都是为了质押打新,以及believe的应用真的很优质,同时sol开始搞事情,launchcoin成为virtual应该没跑了
再sol meme弱势的时候believe的币是独立行情,有些也和车头无关
AU Trading Journal 🩵👿
资金费率负二,如果按照昨天ff剧本,横盘然后等1小时后收完资费得空,现在肯定不能空,和上面发的走势预期大差不差,开盘共识开空然后资费负二短暂拉盘然后横盘,中间再出个上韩所消息插针
感觉跟以前的新币一样了😂而且开启了资费负2就开多,资金费率下来了就开空的共识,横盘都不带横盘,下次根据估值1x开空了