하락장에 묵묵히 씨뿌리면서 에드작해야 시간 녹이고 나중에 보상이 달콤한데
지금은 딱히 재밌는 것도 없고, 잘될 거 같은 것도 없고 하고 싶은 것도 없다

플젝들도 이젠 성의없이 이전에 잘된 플젝 리브랜딩해서 AI로 붙여쓰는 수준으로 준비하곤 '우리 이거 할거임!!!'
'포인트제도 도입했으니까 빨리 돈 쓰면서 하이프 높여줘!!!'
'부족하다 싶으면 야핑 보상 주께!!!'
하면서 프로덕트라고 불리기도 아까운 쓰레기들만 단기간 빌덥 후 TGE 엑싯함

지금은 전통금융과 가까워지는 방향으로 네오뱅크나 럭키토토 예측마켓, 스테이블로 시장이 형성되어 가는데
중요한 건 다 재미가 없고 도파민도 안돋음, 하면서 재밌지도 않고 나중에 전혀 쓸 거 같지도 않음
그나마 예전 메타버스 포지션은 로보틱스인데, 이것도 로봇팔 와따가따 하는거에 에드작 하는 내가 현타옴

뭐 잘되면 ctrl c + ctrl v 로 복사해서 던지는 기계가 되어버림
허니버터칩 허니통통마냥 뭐 하나 잘되면 홈페이지 하나 딸깍 복사해서 내놓고 "우리도 이거함!!!!" 슬로건 붙여놓고 출항하니
분산만 심해지고 참여 유저 피로도는 그 이상임.

결국 지금 돌아가는 건 수익성 보장된 곳으로 쏠림 현상뿐임
펍덱에 치중되어 있는데 그러다보니

1. 위험 대비 보상 구조가 단조로워짐
2. 시장 전체의 창의성 죽음
3. 유입이 줄어들면서 생태계 전체에서 새로운 실험 자체가 사라짐

물론 가격의 하방도 있지만 요즘 크립토는 내러티브 자체가 고갈되어 가는 거 같음.

크립토를 좋아했던 이유가 수많은 참여자들이 모여서 느려도, 자정작용이 일어나며 방향성을 찾아나갔다는 점이 마음에 들었었는데,
요즘은 그냥 전국 문제아들 모아놓은 대안학교 보는 거 같음, 자정작용은 개뿔 '그냥 쉬발 남들 다 빨아먹고 튀니까 나까지만 퍼먹고 튀면 돼~ '

재밌는 거 갖고오라고!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

반박 시 니가 맞음.

존나부럽따!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
축하드림다!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

연장하니까 짜친다

Yieldbasis tBTC로 넣으셨던분들 들어가서 확인해보세요

풀 바뀌었다고 migration 해야한다함

근데 새로운 풀은 cap 꽉 차 있음

어제 보니까 이전 풀은 풀캡에서 10% 정도 빠져있던데 다들 모르고 그냥 예치해두고 있나봄

https://yieldbasis.com/earn

The team wallet unstaked 2.6M HYPE ($85.8M) about 5 hours ago.

https://hypurrscan.io/address/0x43e9abea1910387c4292bca4b94de81462f8a251

Note that we don’t know anything about the unlock process yet, and we also don’t know whether they’ll sell or not. It’s all speculation for now - the unstaking doesn’t necessarily mean they plan to sell imo.

과아연

모나드 밈코 대비

Chart: https://www.defined.fi/tokens/discover?network=mon
Bridge: https://monadbridge.com/
Launchpad: https://nad.fun/
https://fun.noxa.fi/monad
https://app.printr.money/print
Dex: https://dyorswap.org/home/?chainId=143

출처에서 텔방이나 트래커는 빼고 가져왔슴

2일전에 메가이더 환불금 들어온 거 이제봤네
할당 안된 거 조금 더 줄지 알았는데 처음과 동일하게
$2650 그대로 할당됐넹

지금 $0.3 기준으로 $7957 이니까 TGE 전까지 조금만 더 올려주세요
만불만 갖고 나갈게요

근데 티커 $MEGA <- 이거 굉장히 불리쉬하지 않나
티커 이쁘긴 해

이 가격엔 모나드 못 팔겠고 베라 따라서 3주 뒤에 팔게요 $MON 습려나

적당히 올랐으면 좋겠어

𝐚𝐝𝐣𝐮𝐬𝐭𝐦𝐞𝐧𝐭 𝐭𝐨 𝐦𝐲 𝐬𝐭𝐨𝐜𝐤 𝐦𝐚𝐫𝐤𝐞𝐭 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨:

i decided to remodel my approach. away from only single stocks and focussing on broader exposure to current and future megatrends. what i was previously holding are essentially high-risk high-reward concentrated bets. am literally holding the stock market equivalent of shitcoins. my goal is to have a diversified portfolio that doesn't require constant monitoring and sweating if my single stock gets disrupted by smth else. sold all RIVN, XPEV and TIC. i was on the wrong track. the new portfolio is designed for broad exposure and over a time horizon of 5-10 years. buying all now, because who tf knows if we are at a local top or not. mathematically lump-sum wins over DCA over extended timeframes. and makes no sense for me to try and time it. costs mindspace i don't have. i need to fully focus on my swing trading and turning my ship around. cannot monitor crypto and stock market simultaneously. this portfolio is designed for set and forget. most rational thing would be to go with 50% lump sum and 50% DCA over a couple months, but i don't want to. if i am buying i am buying. my world is black and white.

status quo of what is left after my recent fuckups in H2 this year:
500k CHF
250k USD
400k USDC

500k CHF is my savings account. will leave this in cash. if we get a bigger downtrend in SPX/QQQ will maybe deploy some of that and temporary increase my stock market exposure. but other than that no plans to do anything with that. having the biggest of the 3 buckets in cash is good for my mental. the 250k USD are used to buy the below outlined stock portfolio and the 400k USDC remain on-chain, earmarked for my comeback arc (once my mental problems are fixed).

so, after arriving to this conclusion i was thinking how to best express this thesis. my first impulse was to go with the Mag7 (Apple, Microsoft, Google, Amazon, Nvidia, Meta, Tesla). then i saw that this is maybe not the best setup for the future, as Tesla is a laggard and Apple growth is capped. so i decided to go with Amazon, Google, Meta, Microsoft and Nvidia. these five US mega corporations are the core drivers of AI infrastructure and cloud computing. they are the top contributors to the SPX growth and they are linked to each other in a reflexive loop.

i think these will cover most of AI and a big chunk of robotics. i also think that current mega corporations are much less prone to disruption than their precursors because they are buying and seeding tons of startups. so i thought about buying a mix of SPX/QQQ and these 5. after further consideration i came to the conclusion that this is maybe not diversified enough. it covers ai and robotics but what about other potential megatrends?

so i made some research and came up with a list of what the megatrends for the coming decade could be. this is my result:
- AI
- robotics
- energy transformation
- biotech and healthspan extension
- semiconductors
- space economy

AI is covered by the big five, robotics and semiconductors need some addition and i need exposure to biotech, energy transformation and space economy.

𝐧𝐞𝐰 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨:
- 40% indexes (20% SPX, 15% QQQ, 5% IXUS)
- 30% MSFT, NVDA, AMZN, GOOGL, META
- 30% future megatrends. distributed as follows:
a) 10% Robotics to fill gaps (35% ROBO ETF, 35% BOTZ ETF, 15% each single stocks ABB and ROC)
b) 10% nuclear and grid infrastructure (80% URA, 20% PAVE ; ETFs only, no single stock exposure)
c) 5% biotech / genomics (100% XBI ; ETFs only, no single stocks)
d) 3% semiconductors (50% SOXX ETF, 25% each single stocks ASML and TSMC)
e) 2% space economy (35% ARKX ETF, 35% UFO ETF, 30% Rocket Lab single stock)

will re-balance this all 6 months.
anybody has some thoughts on this? every feedback is much appreciated.

캬 ㅋㅋ

Everlyn 카이토 세일한거 50% 물량 더 언제 주냐고 디코 티켓 열었는데 6일째 안읽네..

개샛기덜..

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시장 청소 싹 하면서 불장가면 안되냐

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11/1 기준으로 코인은 58,124,966개가 있대

솔라나 밈코에 압도적으로 많음

https://dune.com/senlonlee/jia-mi-shi-chang-dai-bi-de-zong-liang-tong-ji

어어?