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Bonk 生態迷因幣展現強韌勢頭
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有消息稱 Pump.fun 計劃 40 億估值發幣,引發市場猜測
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Solana 新代幣發射平臺 Boop.Fun 風頭正勁
99% 的你們都有閃亮物品症候群
你們認為錯過了 BTC 和 ETH,想要追逐下一個大機會來進行 100 倍交易
所以你們投入了一個敘事
“快速、便宜、全球支付”
“銀行的區塊鏈”
“互聯網資本市場”
一個接一個
這些敘事是由 NPC 創造的,他們試圖從你身上榨取利益
但追逐閃亮的物品是有趣的
只要不要用掉你所有的資本
在 BTC 和 ETH 中保持舒適是最好的
@osceolamo1948 @lex_node

2025年8月10日
This is not to be interpreted literally
OF COURSE there are amazing products creating value beyond BTC and ETH
Exchanges
Custodians
Wallets
Stablecoins
Prediction markets
RWAs
NFTs
Memecoins
Games
Identity
More
But if you actually talk to anyone irl you recognize the tendency we all have to over allocate to shiny objects and under allocate to the only $100T opportunity in crypto: credibly neutral store of value
Also, the high upside opportunity in all the products above was BEFORE these were all shiny objects. Credibly neutral store of value is the only hot narrative to focus on. Outside of that if you see a hot narrative it’s highly likely you are exit liquidity for the NPCs
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