In this wave of Bonk ecology, I am more seriously short, mainly because I have been in a semi-rest state in the past few months, and my sensitivity to the market is not as high as before. I thought that the first wave of LetsBonk would be like all kinds of launchpads that sprung up after the rain, but I didn't expect it to make a strong comeback after half a month of silence, not only running out of a 300M $Useless, but also surpassing PumpFun in terms of daily token issuance, revenue and other data. The most regrettable thing for me is that instead of missing the faucet $Useless, it is $GP. Because I have been paying attention to the former since the opening, but its second wave of launch completely exceeded my expectations, and later Bonkguy @theunipcs also replied to my Twitter with Chinese at 100M to introduce this coin, and my operating habits rarely chase high, so this is not the money I should have earned within my cognition. $GP is that after the LetsBonk platform gradually strengthened, it also gave a lot of time to get on the car, and the proportion of funds used for repurchase and market value of the platform's revenue is also obvious data. Yesterday, I looked around the tokens on LetsBonk, and finally chose to buy $memecoin @thememecoincult, its narrative is actually relatively simple, that is, the word "meme coin" is used as a ticker, which is easy to spread and easy to rub the heat, and the main points that attract me are the following: 1. Yesterday, LetsBonk announced that it will allocate 1% of its income to the marketing fund and use it to buy back the top tokens in the ecosystem, and $memecoin is currently in the market capitalization of 2~5, which is the first echelon after the leader, and there is a high probability that it will be repurchased. 2. In this wave of rapid pull-up from the market value of 1M, the proportion of large $Aura addresses in the front row is very high, except for new wallets, and $AURA is one of the most powerful coins in recent market makers. 3. $memecoin the earliest core figure of shouting orders is @missoralways, and he is also an English-speaking KOL I have been paying attention to for a long time. 4. After this wave of pull-up, Ming Pai joined the group, including @XbtPika, @0x_Darius and others, and it can be found that the CTO Twitter of Chillguy, Pnut, Mubarak and other tokens have interacted with $Memecoin in the past few days, which shows that this wave of people has rich CTO experience. 5. @Ed_x0101 and @0x_CryptoAu, which are highly familiar with the Bonk ecosystem in the Chinese area, have also tweeted and introduced them, and they have a certain degree of dissemination in the Chinese and English communities. 6. This kind of spiritual and cultural Meme has Cult attributes, and if the community is properly operated, it will often have a longer life cycle than popular event Meme coins The above is just to share some of my personal perspectives and thoughts when choosing Meme targets, the market is also in a pullback, please consider and pay attention to the risks.

Playing on-chain Meme, I personally think there are two main methodologies, one is narrative trading, and the other is address mining, the former focuses on the smell and sensitivity of the market, and the latter focuses on careful study and analysis of data. Not only do they not conflict, but they often need to be used in combination. They also correspond to the two driving forces required for the rise of tokens, namely the joint force of the market and retail investors, and the pull of bookmakers and whales. Narrative trading, the focus is on what kind of story the token tells, whether it can resonate with the market, and how far a token can go based on the background of the event, innovation, popularity, etc. For example, $Ani and $Gork are narratives spawned by Musk's new products, which are both influential and interesting, and are easy to spread; $Trump, $Pnut, are contributed by major political-related events; Last year's AI hackathon market paid attention to Dev resume and industry status; $Neiro, $Pochita is a derivative of the Dogecoin concept; $Fartcoin, $Useless emphasizes crypto nihilism. When the market sentiment is good, retail investors are highly motivated, and there is a lot of liquidity, the narrative itself can give birth to Meme coins with a market value of tens of M or even higher, and when the market is bad, it is necessary to rely on the market maker to control the market and attract attention through the increase, typical of which is the recent $Aura, which has been pulled from a state of almost zero to 230M in a few days. To catch this type of banker, the most suitable way is to dig the address, analyze whether there are clusters of pull addresses and their intentions, or find clues through the previously accumulated address library. The disadvantage of this method is that it is very time-consuming, because the pull address is often changed frequently, and the second is that even if traces are seen, once the bottom chips are not firmly controlled, the dealer can choose to abandon the market, and the initiative is completely in the hands of others. Whether it is a big KOL on Twitter or a car on the chain, most of them are mainly narrative transactions, this is not because the address mining is not good, in the final analysis, it is because it is reflexive, once a certain pull address is shared, and more and more people know, it means that the resistance to pull is getting bigger and bigger, resulting in abandonment or changing addresses. In contrast, address mining is a technical activity that is only suitable for small-scale sharing, while narrative transactions need to reach as many people as possible, after all, consensus is the core of the narrative.

A glance of fake news can make FTT pull thirty points, and there are still many fools in the currency circle

This wave of copycat empty orders was beaten, and most of the positions had been closed with profits, leaving only some long-term empty cottages, but the news of Pumpfun's coin issuance I judged that it would suck the blood market, and it was empty again, but I didn't expect the pie to lead the charge. The cryptocurrency circle is changing rapidly, and there is no single strategy to make money without a brain, so you must plan well for every transaction and consider what to do if you make a mistake. Congratulations to all the friends who have eaten meat at a new high in flatbread!

Why many big cars at home and abroad have "retired" their main wallets and switched to small or new wallets, take my own wallet as an example, guess the reason: 1. Follow-up A complete process of being copied is: buy the head wallet - buy the bot with fast copying - buy the bot with slow copying - sell the bot with fast copying - retail investors see the monitoring manual buy - retail investors who open positions in advance sell. In this process, most of the products themselves are not natural buying, and some of them are consumed by the fast copy bot and the ambushed retail investors, which instead forms a short- and medium-term selling pressure on the price trend, and the only benefit may be to let the market's attention focus. Like my wallet, buying the inner disk will be directly filled with copy, so I basically can't and can't buy a small market capitalization of the currency, even if the market value is slightly larger, buy a 2m coin can be copied to 6m, it forms a very embarrassing situation: there are not so many 10 times more than the big golden dog, usually many small golden dogs can eat a 3-5 times, even if it is good, but the moment I bought it reached the expected point, selling to be said to cut the copy, but also affect market confidence, do not sell and watch the copy Bot and ambushed retail investors smash the market , which greatly affects the operation. 2. Conspiracy theories This has a big impact on the front of the car that runs Twitter and the community, even if you have a clear conscience, no one likes to be deducted for no reason. With the increasing power of all kinds of monitoring software, it has basically become the standard configuration of players on the chain, and if you buy and make money with the front of the car, you will feel that your judgment is accurate, but when you lose money, you will start all kinds of conspiracy theories. After staying in such a public opinion environment for a long time, it is inevitable that the mentality will be affected, and these big cars at home and abroad have basically proven themselves, and they no longer need to live in the spotlight, so they choose to use a new wallet, and it is easier to play how they want. The above two points are the main reasons why more and more car heads are switching to the new number of trumpets, but this also brings a disadvantage, the biggest advantage of the chain has always been open and transparent, the easiest way to judge the true level of a KOL is to look at his public wallet profit and loss records, if there are fewer and fewer cars willing to operate with open cards, there will be an opportunity to fish in troubled waters, but the overall environment will become worse and worse.

Trump made $20m on the chain, what does it look like in the real world? - Calm down @hexiecs Like everyone, I'm also curious about what these legendary p-marshals like gods, what is the real world like? What makes them who they are? So in the past few days, I happened to have an appointment with Mr. Calm, and chatted for more than two hours about the story of "calmness", and I gained a lot, so I will share it with you: 1. How do I get into Web3? Mr. Calm used to be the back-end developer of a major Internet company (I won't say which one, anyway, it is a major factory in the universe), and after graduating and working for a few years, he bought two houses with his salary (of course, like most young people, it is a loan) In the 21-year bull market, he heard about the myth of getting rich and took tens of thousands of yuan to enter the market, but he quickly lost it. Later, I joined Brother Sun's @0xSunNFT group, watched everyone's research projects every day, and tried to follow. At that time, I was speculating coins while going to work to get cash flow, getting up at 4 o'clock in the morning to rush the dog, going to work at 10 o'clock, and I was busy and could only use my mobile phone to speculate coins, so I insisted on it for a long time (Here's an advertisement: OKX mobile phone Chonggou is very suitable for the office party at that time!) Meeting, fishing, going to the toilet, unlocking the dog flushing posture anytime and anywhere~) 2. Pnut retired from World War I From NFTs to inscriptions to SOL MEME and ETH meme, he learns and practices intensively every day It wasn't until Pnut that he sold all the more than 20 BTC in his hand to Stud, and the BTC was more than 9W at that time. I asked, "Aren't you afraid of losing?" ” Calmly said: "I analyzed it carefully at the time, and the PNUT narrative is unique, and the market value is also the second-to-last compared with the same period, so I have a bottom in my heart." And I also discussed it with my wife, and she supported my decision, so I went straight to it." Later, when PNUT began to fall, I kept the profits and sold them, and I also resigned to concentrate on coin speculation. The calm teacher said that large funds will be bought with OKX wallet, because they feel safe and secure~ 3. Trump fights for $20m "When Trump first came out, I hadn't slept yet, and we saw Moonshot hit the official logo, so we went in again It didn't take long to start losing money as soon as we entered, and it was Brother Sun who recharged us with faith and took it." I started selling from 10-20, and then when Trump's wife issued coins, it was all cleared Since then, I feel like I can take a break Calmly said, "It's good that I didn't go to work at that time, otherwise if Trump came out during my meeting, I would really be 🤣 angry" 4. Why is the take-profit and stop-loss so good? "Maybe it's an intuition that I have played too much, every operation has to be summarized and reviewed, and over time, I have a feeling of what narrative should be heavy and when to sell." 5. Make sure you have sufficient cash flow before speculating in coins Calm: "Whether it's going to work or other ways to make a profit, you have to have your own cash flow, so I dare to stud because I'm not afraid that I will go bankrupt." Although the big factories were very busy at that time, they often had to speculate coins while working, and they were also very tired of using themselves for two things, and because they couldn't finish writing the code for speculation, they had to work overtime on weekends. Of course, you will miss the opportunity because of work, but for the stability of the family, you still have to have a job to support the currency speculation And every time I make money on MEME, I buy BTC directly on the exchange, so in addition to making money from MEME, I also eat the increase in BTC. ” 6. If you want to make money, find the right circle first Not long after I entered the circle, I entered the @0xSunNFT Brother Sun group, he took us from NFT to meme, and many of the group members made money. When the target appears, some powerful on-chain players such as me and @brc20niubi will also discuss with each other, and usually hang up the phone and scan the chain together. 7. What are you doing now and what will the market look like in the future? "I emptied all my BTC at 108000 a while ago because I asked myself: if BTC drops by 30%, will I be able to withstand it? I think I'm still going to be very distressed. Instead of taking the risk and waiting for his subsequent gains, it is better to wait for an opportunity to buy the bottom in a bear market. U.S. stocks are rising so fiercely, I believe I will wait for a black swan, when the profit-loss ratio will be higher than now" I asked: What do you think will happen to the market in the future? Calm: "Because the position determines the head, I am now short, so if you ask me how the market goes, I must hope that it will go down, because then I can feel a little better hahaha, but I believe that there will always be opportunities on the chain, and BTC will also buy the bottom when the time is right." ” "Recently, the chain has been very dry, and we haven't scanned the chain together for a long time, mainly to accompany the family, exercise more, and enjoy life." ——————————————————— Mia writes at the end: The purpose of bringing the story of "God" into reality is to tell everyone that in fact, these "P Marshals" that we think are also ordinary people After graduating and working in an internship, relying on my salary and my parents to save money to buy a house and get married, I started my own web3 side hustle while working, and I felt the pain of rushing to the dog at 4 o'clock in the morning and working overtime on weekends after writing the code Those days when no one cared: It's not a hot-blooded inspirational film, but a trivial, embarrassing, and protracted battle with self-doubt The so-called "gods" are nothing more than boiling the lives of mortals into light To everyone who is fighting on two fronts between reality and web3: Don't be afraid of being ordinary at this moment, you are walking on the road when the great god came

I participated in @Mira_Network a few months ago, and recently saw that they launched a Kaito Yaps campaign, and I have also swiped a lot of related tweets, so I would like to write about my reasons for choosing to invest in Mira. Project Introduction To understand what Mira is for, it is first necessary to understand the illusion problem of AI models, which is that AI produces completely fabricated information that leads to inaccurate and untrue results. This phenomenon can be caused by defective training data, lack of proper basis for the inference process, bias in the model itself, etc. Correspondingly, researchers have proposed a variety of methods to mitigate the illusion problem and improve the reliability of AI output, such as introducing human review, rule-based filters, self-validation, and ensemble models, but these methods also have their own limitations. In this regard, Mira combines the consensus mechanism of the blockchain and proposes a solution: each AI output is broken down into smaller factual claims, which are independently evaluated by multiple validators in the Mira network, each node runs its own AI model, votes to determine the authenticity of the claim, and finally decides to agree, flag, or reject the claim based on whether there is a disagreement based on the judgment of multiple models. In this process, there is an on-chain traceable record for each verified output, so Mira's core function is a decentralized audit/trust layer. If you want to learn more about Mira's role in AI validation, you can read this @MessariCrypto research report: Team & Financing Background Founder @karansirdesai and Chief Growth Officer @stone_gettings are both from the well-known venture capital firm @Accel, the VC's most well-known investment is Facebook, and with this relationship, Mira has also become Accel's first Web3 project in three years. Karan spent nearly three years at Accel as an Investor and prior to that as an advisor at The Boston Consulting Group (BCG): Ninad Naik, Chief Product Officer, was previously a product director at Uber and spent nearly 10 years at Amazon AI, leading collaborative organizations in terms of product and management: In terms of funding, Mira received $9 million in seed funding from Framework, Mechanism Capital, Bitkraft and others. In addition, Mira has been selected as one of the top 100 AI startups in 2025 by CB Insights@CBinsights, an AI data services company: Partners Among the projects that have reached a partnership with Mira, the following projects have been logged into Binance: - @kernel_dao: Integrate Mira's consensus mechanism into the BNB ecosystem. - @PhalaNetwork: Mira is the official model provider for Phala Network's AI agent, providing verifiable LLMs and trustless inference. - @lagrangedev: Lagrange's zkML prover supports Mira's verification layer. - @plumenetwork: Mira's verification infrastructure will be integrated with Plume's AI framework. In addition, Mira's node operators include: Project Progress In the data released by the project team in May, Mira has achieved the following results: - Increase the accuracy of AI answers from 70% to 96% through consensus verification - Handles an average of 5B token verification requests per day - The overall ecosystem covers more than 4.5 million users In June, there were also the following developments: - Partnered with Delphi to improve the verification capabilities of AI-generated content - Launch the Kaito leaderboard - Partnered with GoPlus At present, the methods of participating in Mira include interacting with the AI chatbot Klok, participating in Kaito yaps, etc., and continue to look forward to Mira's next progress.

The Big Short