YaoXu

$ASTEROID Recently focusing more on secondary markets, on-chain meme attention is not enough. I saw Elon Musk reply to those 8 questions an hour ago, after fully turning bearish on the market, he became risk-averse.

All long positions have been fully closed, and all spot holdings have been sold.

Wrongly stated, 0.092. Break below 0.049 to stop loss, break above 0.24 and I will consider taking profit depending on the situation.

0.92 bought some Dogecoin.
Not because this tweet suggests that the future crypto ecosystem on X will definitely benefit Dogecoin, but more because after seeing this tweet, I checked out Dogecoin and felt the risk-reward ratio was pretty good.

Organizing bookmarks. Missing Hyperliquid. Reflecting now, there are three main reasons: 1. The failure of dYdX made me feel that the DEX narrative was discredited. 2. At that time, various airdrops were shrinking. 3. Domains ending with xyz looked unworthy of attention. Looking back now: 1. On-chain DEX still has great potential. 2. The airdrop grabbing industry has indeed almost died out with the decline of VC tokens. 3. The crypto space is now seeing many projects using xyz domains, and it's not as shady anymore.

Looking at Binance push notifications, smart money is getting into SIREN. Market cap at 1B—I wanted to understand what new narrative this shitcoin has at such a high valuation, but it turns out it's just last year's SIREN. Checked Twitter and there's barely any discussion, probably means retail investors don't hold any bags yet.

Recently, on-chain activity has been low. I’m keeping my funds on Binance for a conservative 3.5% annual yield. I'm watching the secondary market for Bitcoin's movement after breaking through 70,000 and then dropping below 60,000; I won't touch it within this range. Currently, I rank over 400th in overall earnings on Polymarket. Let’s see if I can make it into the top 100 this year. Most of my energy is focused on researching the latest AI products and contemplating the future.

HOLDAI has launched a new coin, just run away. Self-diversion is the most classic scam feature in the crypto world. Unfortunately, this project still has some practicality. It would be great if it could go to zero and be taken over by the V2EX boss. Recently, the market is at a critical level, so I don't have much energy to watch these small opportunities.

Unexpectedly, the "bottoming out" with the least decline was ICP. Yesterday, the greed and fear index reached 5, but due to this wave of sharp decline, there were no obvious black swan events, mass liquidations, or capitulation events. Let's observe if there's a second attempt.

Buying the dip too early, got caught in the trap, but haven't hit the stop-loss yet. Still cautiously optimistic about the future market and holding. Regarding the tracks, currently focusing on Moltbook-related and ERC-8004 protocol-related projects. The single item I am more interested in is BSC's HOLDAI, but I entered at a low point, and after reposting cz, it moved higher. Today the market overall dropped significantly, but it remained stable, and it does have some practical use. I'm considering whether to buy back in, as the overall profit and loss ratio is still quite good.

Fully buying BTC, SOL, ICP, stop loss at 75,000, 100, 2.2. Hope the market can improve.

33m heavily invested in #HakiMi for three reasons: 1. Bitcoin will retest the 88,000 support; if it holds, it's a very good entry price. 2. CZ explicitly advised yesterday not to look for angles from his Twitter; he has said this before, but the coin listing team didn't cooperate. Yesterday, Alpha listed two completely unrelated coins, raising expectations for HakiMi. 3. As the Spring Festival approaches, some will bet on HakiMi keywords during the CCTV New Year's Gala, so they are positioning early. The main risk is a market oversell.

He locked it for a month, thinking that 2026 was next year and forgot it was this year. 3X also didn't run away. I kept holding on because he doesn't like Musk, so I didn't open the blue V. People like this kind of IT person with a strong personality and a bit of stubbornness usually have a higher sense of morality than politicians and celebrities. If he could tell a few extra stories freely, it would really take off.

1.2m followed up

Saw the npm notification reminder this morning. I couldn't use the computer due to some inconvenience, what a pity. I rarely use my phone to trade on-chain, so I still need to adapt through multiple channels.

7M followed the life K-line, not sure what the script is, just participate.

Bitcoin is at 98,000, a key level, watch out for risks

Woke up feeling uncomfortable, just watched some entertainment and didn't buy any coins. It's been 2M for so long. Honestly, I just laughed when I heard it, it's too abstract.