全链玩家🚪All day all night all chain 哦豁🚪
Joined February 2022
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漂流Trip🌈⃤ retweeted
> PUBLIC_SNARKLIST: LIVE_ // zcash:native
> zksnarks.net/snarklist
漂流Trip🌈⃤ retweeted
The drain people are seeing on Arbitrum is real and it is not ODYS 🩵
The tokens are being pulled through unlimited approvals users gave to a third-party trading bot
contract: 0x4442cddd5fd05d5de3285d16f3e672f835d49a3c
Every drain we traced routes through that contract, It holds the approvals, so it is the one moving the tokens. ODYS contracts hold no approvals from anyone and the only spender our app ever asks you to approve is the canonical Uniswap router
If you use bots, go to revoke.cash and revoke that address now, Traders are still exposed until they do
Attacker: 0xa4d7adfd420a25d6ac6a4bd0cf8a99eb6ecc9fa6
Hi base uncs.
nitter.gq/Bulltrip25/status/2089…
Basically, I don't want to miss chances in a row. Base post UNC twice in the past few hours. BaseCat, BaseUuc.
Really make sense.
Btw, don't forget Cobie is a legend Unc in Crypto who in charge of base app rn.
$BASEUNC 0xb2000000000000000000000ff4a547c891ab1b01
@BaseUncOnBase @iamheci
Basically, I don't want to miss chances in a row. Base post UNC twice in the past few hours. BaseCat, BaseUuc.
Really make sense.
Btw, don't forget Cobie is a legend Unc in Crypto who in charge of base app rn.
$BASEUNC 0xb2000000000000000000000ff4a547c891ab1b01
@BaseUncOnBase @iamheci
漂流Trip🌈⃤ retweeted
Not the first time I have seen this question so will try and answer it as in-depth as I can.
If BTC was to enter a multi year bear market it would compress the mNAV into a major discount, and $MSTR would probably no longer trade as a levered BTC asset.
It wouldn't directly force them to sell any $BTC, as their holdings are not pledged as collateral and there is no price focused margin calls.
I think people also forget the Strategy business is also a SaaS company what generate $500M~ or so in revenue, and has done so since 2015 so that cash flow won't just disappear when BTC price goes down.
They have long term debt of around $8.2B @ an average rate of 0.42%, so around $34M in outgoings per year on the debt, what I am sure the revenue from the SaaS business can cover if we did have a long term bear market.
Like worst case scenario if all else fails and their SaaS business goes down the pan, they could lend apart of their BTC stack out to cover the $35M in interest, then the only risk is the exchange who they are lending too doing an FTX.
But like we are getting to a point where literally everything has to go wrong here in crypto.
漂流Trip🌈⃤ retweeted
BTC中长线，很多人讨论的两个问题，
说下我的角度，仅为抛砖引玉。
1. Trump为了考核，必须得祭大招吧？
你四年任期，2026年年底才要期中业绩考核，
你手里的好牌、坏牌都是有限的，
而现在到明年初之间，是这两年最中间，
最可以把坏牌、鸡肋牌、拖时间牌赶紧打出去的时间窗，
等离考前近一些，再用好牌。比如2026Q1之后？
因为人群，乃至考核你的人，只关注短期记忆。
（就像很多公司里，年终考核时，说是对一个员工一年的评估，但其实对Q3Q4的考量权重必然大于Q1Q2）
2. 牛市还是熊市？
经过2017和2021，币圈的人群结构多元成熟了很多，
在市场的教育下，“牛熊”的概念太深入人心了，
几乎所有人都会用这种，
长达半年到一年时长的较高“单边性”来套“牛熊”，
但反身性下，赛季版本应该持续迭代更新，
（之前发过推文讲，竞技活动胜负手，或者说要打败、收割对手，全在于“出其不意”：nitter.gq/coolish/status/1980942…
所以必须变招。这也像你打黑神话里，难度都来自BOSS的快慢招切换变化。）
我认为这种更新，部分就在于：
单边性变少，猴性增加。
其实这种变化，如果你深入去比较，
2018和2022这两段“熊”，
2021和2024这两段“牛”，
已经有所体现。
所以胜负手会更少体现在“牛市还是熊市？”的考验，
变成更多体现在“是多长、怎么样的熊市/牛市”的考验。
AI做交易的质变奇点是，
具备创造性、自主迭代性，
尤其在PVP竞技场里，有变化性的更新策略、出其不意才能打败足够的对手。
就像大家感知到的，比如炒山寨币的pvp难度会逐赛季上升，新版本需要新版本的对策。
否则和传统量化
（基于历史回测统计为主，战略上服从人的指挥，人的input来提供变化性）
之间其实没有太大区别。
尤其是大体量公开实盘的话，如果没有足够自主迭代变化性，容易被逆向工程针对。
这一点和大家把AI用于生成内容尤其是减少工作量的场景完全不一样。
因为这是“与人斗”。一个简单帮助理解的例子是球场上的竞技。哪怕是修仙动漫里的主角，其光环的一部分也是来自于总能找到“出其不意”才能以弱胜强的和在黑暗森林里生存发展的路径。
漂流Trip🌈⃤ retweeted
List of great reads that really shaped my approach to Markets and Risk the past 12 years.
Started with online poker free rolls to multitabling pre Black Friday before moving into US equities and options derivatives then Crypto.
Self taught most of my trading journey as a independent discretionary trader.
Will keep adding to the reading list for those keen in more resources
关于 @Aquabot_io ，和几个朋友都交流了下，感觉非常没意思，它甚至诚意少到不愿意做出一个网页版来糊弄一下大家，直接搞个tgbot就来捞钱了。如果不是meteora推的话我觉得市值100k到头。
它这个机制说白了就是彩票，写个80%赚钱概率让人fomo。一个垃圾溢价500倍卖给我，告诉我这个彩票大概率赚钱，对不起打扰了。
对Ton Gift我感觉很兴奋，属于这段时间我发自内心很想参与的新东西，毕竟上一轮第二桶金就是靠 @notcoin 赚来的。而且个人感觉目前只算第一波热度刚起来，不至于我刚买就当接盘侠吧。
不重复造轮子了，直接上我觉得值得阅读的帖子和用户：
1. @cutepanda 几个月前就在tg里讲，我一直没深入研究错过了。nitter.gq/cutepandaweb3/status/1…
2. @rich_adul 有专门的ton gift交流群，学习了很多。
nitter.gq/rich_adul/status/19302…
3. @NF6X60 有专门的ton 生态交流群，正在学习
4. @nbblock 今天也写了一篇科普贴，感觉简单易懂。
4. @ZenithTON Ton生态KOL，持续发布和ton gift有关的信息。
5. @s0meone_u_know 这位就不多说了，关注ton生态必须关注Victor。
目前是
1.扫一些成交量比较高数量少的头部GIFT（还在选）。
2.建仓了 $TONNEL ，这个是gift主要交易市场之一的代币，我觉得如果不知道GIFT买什么的话，买这个交易市场的代币应该也是比较稳健的。CA：EQDNDv54v_TEU5t26rFykylsdPQsv5nsSZaH_v7JSJPtMitv
3. 建仓了 $PPEPE 是龙一PlushPEPE的同名meme，今天和Ton官方互动了，还挺意外的。CA：EQDj1K1-TMOps8XguMHQ_GL_PVWzQ51r9d7ue7Xdz-TD0rVK
