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
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
Monadbridge
Monad Bridge
Bridge between Ethereum, Solana, and Monad, powered by Wormhole
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
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
💩2
Forwarded from y22 trades
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.
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.
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$PORT3 live on Binance alpha
얘는 왜 또 살아나지요?
시장 청소 싹 하면서 불장가면 안되냐
시장 청소 싹 하면서 불장가면 안되냐
BMT 파라다이스
아니 다들 숏잡은거였어..? 한국 뭐하는데!
아 애국뱃이랑 짱개머니 생각해서 나눠했는데 하필 맨 뒤 둘이네 ㅅㅂㅅㅁㅎㅋㅎㅂㅅㅁㅍ마비내키무주나내며ㅛㅕㅏㅣ미ㅐ매마
❤1
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
솔라나 밈코에 압도적으로 많음
https://dune.com/senlonlee/jia-mi-shi-chang-dai-bi-de-zong-liang-tong-ji
❤1
Forwarded from KORypto's Announce
웃음치료사 4명 모집
애드콘 8만포인트 남아서 6시까지 웃겨주는 사람 4명 뽑아서 각 배민 상품권 2만원짜리 드림
댓글로 참여 ㄱ 짤, 음성파일 다 상관 x
저 좀 웃겨주세요...
! 애드콘 포인트 써야해서 기프티콘 번호 알려줘야함
애드콘 8만포인트 남아서 6시까지 웃겨주는 사람 4명 뽑아서 각 배민 상품권 2만원짜리 드림
댓글로 참여 ㄱ 짤, 음성파일 다 상관 x
저 좀 웃겨주세요...
! 애드콘 포인트 써야해서 기프티콘 번호 알려줘야함
❤1
예전 에어드랍
딸깍 => $12,000
요즘 에어드랍
• Bridge $10k+ like you’re laundering your own money
• Provide LP for half a year
• Hold an NFT that looks like homework
• Survive 50+ Galxe quests
• Hit Discord Level 20 (basically another full-time job)
• Pass Sybil checks that feel like FBI background tests
• Get a Gitcoin Passport with a score higher than your GPA
• Prove you’re human (still not enough)
• Bind every account you’ve ever owned
• Invite 5+ real humans (the hardest part)
• Donate, mint, tweet daily, streak daily, pray daily
=> Reward: $40 and a “thank you frens”
https://x.com/FareaNFts/status/1996128772559454231?s=20
딸깍 => $12,000
요즘 에어드랍
• Bridge $10k+ like you’re laundering your own money
• Provide LP for half a year
• Hold an NFT that looks like homework
• Survive 50+ Galxe quests
• Hit Discord Level 20 (basically another full-time job)
• Pass Sybil checks that feel like FBI background tests
• Get a Gitcoin Passport with a score higher than your GPA
• Prove you’re human (still not enough)
• Bind every account you’ve ever owned
• Invite 5+ real humans (the hardest part)
• Donate, mint, tweet daily, streak daily, pray daily
=> Reward: $40 and a “thank you frens”
https://x.com/FareaNFts/status/1996128772559454231?s=20
X (formerly Twitter)
Farea (@FareaNFts) on X
How Airdrop Farming “Evolved” Over the Years
• Uniswap (2020)
Swapped $ETH once.
Reward: $12,000. Life was good.
• ENS (2021)
Registered a name so people could stop sending ETH to the wrong address.
Reward: $15,000.
• Solana memes (2020- 2021)
Filled out…
• Uniswap (2020)
Swapped $ETH once.
Reward: $12,000. Life was good.
• ENS (2021)
Registered a name so people could stop sending ETH to the wrong address.
Reward: $15,000.
• Solana memes (2020- 2021)
Filled out…
❤4
Forwarded from 🔥요블이 세상살이🔥 (요블이)
Hypurr 홀더 및 에드작업 하신분들
서명 마감 : ⏰ 12월 5일 오후 9시까지
📌 https://www.hyperbeatfoundation.org/airdrop-terms
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VIEW IN TELEGRAM
Forwarded from Dynasty
솔라나폰 있으신 분들은 위한 솔라나 토큰 에드 받는법
Part1. 준비과정
사용 및 진단 활성화: 설정 > Solana Mobile > Usage and Diagnostics를 ON으로 설정하세요. 이는 활동 추적을 위해 필요하며, 보상으로 이어질 수 있습니다.
Part2. SKR 토큰 에어드랍 받기
참고) 트위터, GROK
Part1. 준비과정
1. 폰을 받으면 Seed Vault(하드웨어 기반 보안 지갑)를 활성화하세요.
2. 기존 Solana 지갑(Phantom 등)을 연결하거나 새로 생성하세요. 에어드랍은 이 지갑으로 직접 입금됩니다.
3. Seeker ID 생성: 설정 > Solana Mobile > Seeker ID에서 .skr 도메인(예: yourname.skr)을 만드세요. 이는 에어드랍 자격 증명으로 필수입니다.
4. Seeker Genesis Token(SGT) 민팅: 폰 활성화 시 자동으로 Soulbound NFT(SGT)가 지갑에 생성됩니다. 이는 전송 불가 NFT로, 에어드랍 자격을 증명합니다. 2025년 12월 말 전에 민팅하세요(파트너 프로젝트 에어드랍에 필요).
사용 및 진단 활성화: 설정 > Solana Mobile > Usage and Diagnostics를 ON으로 설정하세요. 이는 활동 추적을 위해 필요하며, 보상으로 이어질 수 있습니다.
Part2. SKR 토큰 에어드랍 받기
자격 조건: Seeker 폰 소유자 + SGT 보유 + 온체인 활동(레벨 5 이상). 활동 수준이 높을수록 더 많은 SKR을 받습니다.
활동 팜밍(온체인 데이터 쌓기): Seeker Activity(설정 > My Seeker Activity)에서 3개의 원을 채우세요. 목표는 레벨 5(최고 활동)입니다. 매일 5-10분 투자로 가능해요.
Daily Use: 폰을 매일 사용(화면 타임아웃 30분으로 설정, 배경 앱 실행)
Swaps: Vault 지갑에서 매일 3회 이상 SOL/USDC 스왑(작은 금액으로 OK)
Staking: 매일 0.1 SOL 스테이킹(Marinade Finance 등 dApp 사용). 한 번에 하지 말고 분산하세요
dApp 상호작용: dApp Store에서 매일 1-2개 앱 다운로드 후 트랜잭션(연결만 해도 OK). 추천 앱: Helium Mobile, Moonwalk Fitness, Sleep Gotchi, Grass, Uprock, cfldotfun (게임 플레이나 브릿지/스왑으로 활동 쌓기)
배경 앱 실행: Helium, Grass 등 앱을 항상 백그라운드에서 돌리세요.
추가 팁: Solana Mobile X(@solanamobile)를 팔로우하고, 공지 알림을 받으세요. Seekember(12월 이벤트) 기간에 XP(경험치) 팜밍으로 보너스 에어드랍 가능.
참고) 트위터, GROK