animajoe0917 @JoeAnima
CryptoRookie-菜鸡 not financial advice Hong Kong Joined September 2021-
Tweets2K
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Followers3K
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Following6K
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$linea 开盘销毁了1.88b流通 $linea 是不是有点低估了 15.84b流通 72b总量 现价0.029u 约4.7亿流通tge
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animajoe0917 retweeted
🚨 分享一个我个人关注的协议，Avantis $AVNT 终于在 Base 链上发币了。这是DeFi 衍生品界的治理+实用代币，专攻 BTC、RWA 之类的资产，带 500x 杠杆交易。 从 24 年 2 月主网上线到现在，交易量已经冲破 180 亿刀，背后还有 Pantera Capital…
animajoe0917 retweeted
ok so everyone farmed @avantisfi XP for months but how much $AVNT are you actually gonna get? let’s break it down total supply = 1B $AVNT 12.5% (125M tokens) set aside for the airdrop Estimated xp pool = 24B total (8B from trading, 16B from liquidity) 3 ways they can…
animajoe0917 retweeted
@leslieloser_ 解惑了，我说怎么突然那么多人发这个
$MITCH 感觉真的具备链上叙事的潜质，而且邪教死党不少
animajoe0917 retweeted
万字长文解析USDai 发长文一般没人看，但坚持在发，主要是把投研过程写下来，给自己看；内容没有AI，都是自己的观点，DYOR 今天研究的是 @USDai_Official ，总结就是：背景好+叙事新+团队OK+商业模式堪忧的项目，具体说下 ✅背景方面 币安8月26日、14日连续投了2轮，其他VC Framework…
rrp所剩无几，水源在哪里
animajoe0917 retweeted
0G @0G_labs TGE估计快好到来了，之前写过几次0G，基本都是写去中心化算力这个模块，和一些基础的组件，没有系统的完整的看看他的核心特点，今天详细的写写，有点长，都是手打的自己研究的。 定位：0G是模块化的去中心化AI公链 主要研究点：…
animajoe0917 retweeted
最佳方案往往高估了收益（优化者的诅咒）→ 几次没出事就把冒险当本事（偏差常态化）→ 越自信越敢赌（风险补偿） 每个"成功的优化"都在悄悄削薄你的安全边际。 最肥的火鸡，感恩节前一天还在庆祝自己的"最优生存策略"。 宁可"差不多"地活着，别"完美"地死去。
animajoe0917 retweeted
$SAPIEN went through my buy zone, have a decent bag on this now. Willing to add if we reclaim this level. Thesis: First robotics project on Coinbase at 35m mkcap + Founder ex Coinbase BD + Co-creator of BASE L2 Yes Price action was weak, but not unusual afer a big airdrop.…
$SAPIEN went through my buy zone, have a decent bag on this now. Willing to add if we reclaim this level. Thesis: First robotics project on Coinbase at 35m mkcap + Founder ex Coinbase BD + Co-creator of BASE L2 Yes Price action was weak, but not unusual afer a big airdrop.… https://t.co/84EPEjkCzn
animajoe0917 retweeted
5️⃣从叙事到产品到代币，传导链条如何实现？ $TOWNS 代币的价值捕获机制是比较清晰的“收入-回购-销毁”模式。 但关于这一点，我想格外指出的是，目前我看到的信息是（如图）：「This activity has produced $4M+ in protocol fees, allocated toward future $TOWNS buybacks.」超过 400…
animajoe0917 retweeted
先总结，TA项目方直接或间接控制8.7583亿TA，TA总量10亿。也就是说市场上只有1.25亿个不到。目前真是市值也就是600万美金。Linea也马上要发币了，上空投验证都是TA提供的服务。数据摆在这里，上了币安合约，只有600万真实市值，Linea发币这个板块的热度也会回来，看你能憋到哪里？…
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