Yond makes no sense
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DeFi 收益 | 投资逻辑 | 行业思考 | 就业机会

by https://x.com/0xyond
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DOLO上bn了!
卖了1/3
6
出掉的本金部分接回来了 @ 0.2
复盘了一下 $LIGHT 的问题,应该还是心急追高了

以后追高的仓位一律赚到就跑,不然就慢慢买长线仓位
亏得不多,但过程很不好,还是得复盘吸取教训
能交易现货一边刷分的dex有推荐吗👀

Hyperliquid Lighter Varational这类的
GM $DOLO holders
👍2
WLFI分歧挺大的,开盘我看戏了,不参与
$DOLO 更新:在32出了50%,合约也止盈了

现在还有50%的现货,成本214
之前挖过bn wallet活动的,或者自己用过Yei Finance的,可以查空投了

claim.yei.finance
3
不知道为什么,大盘给我的感觉不太好🥲risk off一下,全部仓位减仓1/2

WLFI的影响消化差不多了,币股DAT的监管也在收紧,市场近期的新闻事件应该就差不多跑完了
踏空了,找下一个机会吧
现在市场没本金太难玩了,很多存钱项目我都没参与。

现在历史遗留的还有一个 Falcon USDf 存着钱没发币,Infrared 没发币,Yala 的蓝莓还没结算,其他的都还没怎么看

努力攒本金中,主要看的方向还是二级和链上叙事。有机会也可以一起探讨下,让我抄个作业😅
https://txgenie.ai/mint?ref=0x00d2700a7acd0202b740d5f0788c65be3bbb18cb

打了点这个玩玩,XLayer上的DeFAI项目。每个区块有个奖励,打中奖励的话有10x收益,没打中的项目方也会空投5-10%的筹码。

0.1 $OKB 起 Mint,我打两张玩玩
Forwarded from Maestro Monologues
Executive Summary
- Mantle (MNT) has strategically repositioned from a generic L2 to become Bybit's core utility token, creating structural demand through exchange integration.

- Key Bybit integration catalysts include enhanced collateral usage, VIP fee tiers, and potential buyback & burn mechanisms, with most launching by late September 2025.

- At $1.15, MNT is significantly undervalued compared to competitors, with the lowest MCAP/Volume (0.12) and MCAP/OI (0.15) ratios among major exchange tokens.

- Price targets based on competitor benchmarks suggest 3~6x upside potential ($3.45~$6.90) over a 6~12 month horizon.

- Mantle's nascent but rapidly growing L2 ecosystem creates additional utility beyond deep Bybit exchange integrations, providing a safety net for the long term thesis.