⌠ 實盤 PNL 1m 里程碑 & 後續走勢看法⌡ ​ 這個 @BNBCHAIN 打狗號總算死活做到 1m PNL 了，老天賞飯吃給了這麼一波大行情，畢竟有 700k 是過去 30d 賺到的，吃了 Beta 的大加成了。這一路以來其實玩的非常辛苦，因為我是一個極討厭回撤的玩家，玩的非常猥瑣，優點是 PNL 基本是一路向上緩漲，缺點是我從來沒吃過一條大的，1m 總 PNL 但單筆吃最大的甚至只佔了 100k，由此能知道我是 P 了多少盤子慢慢做上來的 😂 雖然跟這波很多人單幣 1m 比起來我肯定很一般，不過對於我拿下的成果還是挺開心的。 而這波行情熱潮其實很明顯能看出誰是真實力、誰沒穿褲子，我也算是驗證了自己不是那些幾把成天寫文章整天高談闊論的 KOL，是敢實盤做給大家看的 Degen Trader，幣安 KOL 牛人榜 30D 90D 都在 Top10 內我相信足以證明一切，之前 Woody 哥說要搞流量可以說日賺 10k 寫文章，沒想到這個月日日賺 20k 成功了，運氣真不錯。 吹牛逼吹完了，來聊一下後續我的看法，我個人認為這波幣安原本排程都做好了，知道每一步要做什麼，大致上節奏也掌握的很好，不過前幾天的閃崩應該非常大程度干擾到原有的 memecoin 發展進程。而今天 CZ 出來喊兩嘴，我認為很大動機是打一下強心針，人工強行的延長一下 BNBChain Memecoin 的壽命。 ​ 不過可以看到，從昨天的大灑幣到今天的 CZ 偷奶，一級都沒有什麼復甦的跡象，少數中文標衝上去現在馬上回原位了，延續性極差，而一級新盤子更不用說了，你甚至沒啥盤子能玩，幾乎沒有什麼自然買盤，除了綑綁攢局外可以說枯的一批。另外我主觀的認為，當市場資金集中標的又重回 CZ、Heyi 週邊盤時，就是差不多到中尾聲了，我相信歷史不一定重演但會押韻。 ​ 所以我認為的核心關鍵是，幣安內部這次首要目標為「避免 Mubarak 上所即終點事件重演」，那這個局該怎麼破？大家都知道拉盤即真理，不過現在大盤環境這樣子糟糕動盪，要逆勢狂漲成本跟難度都很大，真強硬上所我覺得大多數人就是奪命拋售了，那群鑽石手老哥們肯定想套保出場吧，所以我覺得他們最可能的策略是，盡可能多出幾個小招，像是 CZ 今天嘴嚕這樣，人工續命 memecoin，上幣的事先壓住，等風頭過去、整體市場趨勢回歸再說，最糟的狀況就是大盤真崩盤，那這輪 memecoin 可能就到這邊了。 另外一個我覺得可能的解法是，從目前的 meme 中選出最有可能一枝獨秀、具備延續性、故事好說方便大儒辯經的標的，而從 $4、$GIGGLE、$幣安人生等相關標的中，我覺得最好的標的其實是「$幣安人生」，因為他是第一個中文 Ticker，這個基本上能帶動整體「中文標」的情緒高漲，帶動一級新幣活絡的能力應該比 $4 和 $GIGGLE 都還要好。另外，也看的到他們在做測試了，我也認為之前特意開了接口是有他的意義的，所以如果上面的意思是一定要上、逆勢硬上幣的話，我是 Listing 組我會選擇幣安人生。 ​ 這是我前天的思考，也是我昨天實盤號開始不斷收貨幣安人生的邏輯，不過為什麼剛剛 CZ 偷奶時我出掉一大部分呢？主要是我認為時機還沒到，如果是偷奶拉高時直接就順勢上所的話，很明顯就是高位讓交易所用戶接盤了，回到剛剛說的宗旨，我猜測他們很可能會在不經意間、相對低位時來一發驚喜，我認為這對多方都是比較有利的做法。 🔖 備註：本篇文章非常主觀，沒有任何雞毛內幕，只是分享我的看法，不是 Shill，畢竟我 $GIGGLE 拿的比幣安人生多的多，所以我的發言應該還算中立。不過話說回來，我整體曝險其實已經挺小的了，目前是處於防守狀態，只打新、不長持、不大倉賭，因為我是膽小鬼。 ​ 最後，我可能會被光速打臉，文章也可能會讓你不開心，我可能有哪邊思考不夠周全，所以純粹是我想法分享，請保持獨立思考，歡迎指教討論。另外有內幕的話歡迎私訊跟我說，我會非常感謝你哈哈哈哈 ​ #CharmingPost @BNBCHAINZH #BNB $BNB

現在市場重新進入很枯的狀態了，Dev 少了很多，甚至想努力都不容易掙幾個錢，痰目前似乎也接不太動了。目前全力摸草休息或者做其他事情明顯是盈虧比更好的一個選擇，好好養身體健身、寫論文、陪家人陪愛人吧！ 不過不過，千萬不要完全脫離市場，我個人認為一級情緒雖然多少受到二級影響，但玩家本質上是不同人群，鏈上有新東西、有好角度、好項目還是能玩的，在這種情況下，更好的還是死守 BNBChain 吧！我覺得還是這邊容易些，中文好懂、玩起來比較輕鬆，像是今天的 Serenity 就有話題能玩。 另外可以觀察到 @fourdotmemezh 最近動作比較多了，還可以看到 @four_meme_Fora 前幾天甚至還有買幣一起參與生態，four 該賺的還是要賺，帶動生態活絡一點有百利而無一害，接下來就相信熊市奇蹟，希望 Fora 能帶我們一同撐過接下來的苦日子吧！我看他們似乎即將推新東西了，期待一下吧！ 持續努力持續堅持，總有撥雲見日的一天！🌤️ #CharmingPost #Collab

road to (hopefully) $30m | month 2 recap the goal, for anyone new: started with $5m cash in march, $5.9m end of april, $10.4m end of may. crypto as an asset class barely moved. "round 2" is me documenting going from $5m to $30m in spot crypto with proof of every position. fortunately sold solana near the top last cycle. doing this one in public. a good month doesn't mean i'm right. just means i'm up *right now*. things can get ugly very quickly. section 1: what changed ZEC roughly doubled, then gave a chunk back. HYPE gained ~80% and held most of it. BTC sideways the whole month. the portfolio went over $10m mid month, pulled back to the mid-8s on a hard ZEC dip, then recovered into the close. closing the month at $10.4m (up $4.5m from april). i'd be lying if i said i was unfazed by the round-trip to the mid-8s. that pullback was the first time round 2 felt real, not theoretical. the rotation thesis i've been writing about since march is what drove the run. crypto's overall pie isn't growing. BTC is flat since i bought in late march while AI stocks, prediction markets, sports betting, and quantum stocks all soak up speculative capital that used to flow into crypto. that's the structural backdrop. the only way an alt rips in that environment is intra crypto rotation. and the math here is the part most people are missing. HYPE and ZEC combined are ~$25b of circulating market cap. ETH alone is ~$250b, 10x the size of both of my bags put together. if even a small fraction of ETH holders look at a five year flat price chart and ask "why am i still here" and rotate, the math doesn't have to work hard. ETH drops 10%, that's $25b looking for a home, and if even half of it lands in HYPE and ZEC, those coins fly on their own. stablecoin holders are the other half of the story. a lot of people sat in stables waiting for an october 2026 bottom that may or may not arrive. the stablecoin share of total crypto market cap has been declining for two months as that money chases winners. ZEC and HYPE were the winners. some of that stable money found its way in. no new capital required. just rotation, from ETH into the narrative leaders, from stables into the price leaders. that's what drove the run. the late month chop gave some of it back and then took it back again. which brings me to what i actually did about all of it. section 2: what i did nothing. doing nothing through a runup is harder than doing nothing through a flat month. and doing nothing through the pullback that followed is a different kind of hard. when things are flat the inaction defends itself. when things rip, reverse, and recover in the same week, every day you don't act is a day you're choosing a path. there are two playbooks available for spot plays this cycle. worth naming them both. playbook 1: hold towards the cycle top. buy in the bear, ride the drawdowns, sell when the framework says sell. this is what i did with solana last cycle. it requires stomaching real drawdowns. i sat through significant pullbacks on sol after it had already 10x'd. one decision at the start, one decision at the end, a lot of nothing in between. playbook 2: swing and rebuy. trim into strength, buy back on weakness, repeat. on paper this is more profitable if you get it right. in practice you have to be right about three things instead of one: when to sell, when to buy back, what to buy back into. miss any one and you're worse off than just holding. plus short-term cap gains, a ~20% drag on every round-trip. plus you have to find a better asset than what you already own, and i don't. if i did i'd be holding it instead of HYPE and ZEC. i'm picking playbook 1. and this month was the first real test of that. ZEC ran to ~$675, came all the way back to $500, then bounced to $570 into the close. still meaningfully off the high. the playbook 2 move was to have trimmed in the 600s and plan to rebuy lower. the playbook 1 move was to do nothing. the real reason i didn't trim isn't discipline, it's opportunity cost. i want to be in ZEC. if my thesis is right, the pullback might not be deep enough or long enough for a clean rebuy, and i'd end up sidelined in a position i was already correctly in. trimming to chase a better entry when you already have a good one is playing it too cute. so i didn't. obvious caveat: it's easy to talk about playbook 1 when the screenshot i just posted is green. the real test isn't the run up, it's the first 40% drawdown. i sat through one on sol last cycle. i'll find out if that experience transfers when it happens. this week was a small preview, not the real exam. here's the thing about playbook 1 that nobody talks about: it's not easy because it's lazy. it's hard. the entire crypto information environment is built to pull you off it. every week, something else is running. every day, someone on CT is telling you to rotate. when ZEC pulled back this week, my replies filled up with "is it time to rotate to [other coin]?" because the other coin had started moving and ZEC had paused. that's the trap. attention follows momentum, momentum follows attention, and the loop runs on you mistaking short term price action for an actual thesis change. what i keep telling myself: my thesis hasn't broken. HYPE and ZEC were the call when i bought them and the case for both got more confirmed this month, not less. a coin running for a week elsewhere, or my own bag giving back 20% off a high, is noise unless something has actually changed in the coins. nothing has. at my core i'm lazy, and the lazy move and the right move are the same here. it is to do nothing. section 3: what would change my mind a few things, none of them tight rules. if ZEC or HYPE make a meaningful move up over the next month or two, i'd consider trimming some. "meaningful" is intentionally vague. i don't know what the number is until i see it. probably small if i do it. what i'm explicitly not going to react to: ETH or SOL outperforming HYPE and ZEC for a month or two. that's going to happen. these things ebb and flow inside a cycle. ZEC consolidating after a double, or HYPE giving back 20-30% while another major runs, is normal. doesn't break the thesis. doesn't move me. the coin specific thesis break would be one of my bags doing something actually wrong. HYPE's revenue dropping, ZEC failing to capture the privacy narrative when conditions are obviously favorable, a regulatory action targeting either of them directly. and if either ever round trips back to my cost basis, that's when i find out how strong the conviction really is. i don't think it happens, but i'd rather say that now than figure it out in the moment. what won't change my mind: a 20-30% drawdown without a thesis problem. one bad week. one scary headline that doesn't touch the actual reasons i own these. a note before next month at some point i'll publish my full sell framework, the actual conditions that would move me from holding to selling. but that's bull-market content, and right now the more honest question is whether i'd hold these through a real drawdown. so i'll write whichever one the market makes real. probably get to both before this is over. everything in this recap is a snapshot, not a vow. i'm picking playbook 1 today, end of may 2026, with the information i have. if conditions change i'll change with them. and you'll see me say so. flexibility is the point. things are going very well *so far*, but things can change very fast in crypto.

Binance Enters U.S. Stock Trading, Plans bStocks Tokenized Equities According to Fortune, Binance will allow non-U.S. users to trade more than 7,000 U.S. stocks and ETFs with zero commissions and fractional shares starting at $5. Users can purchase equities using USDT, USDC, BNB and selected cryptocurrencies, with Nest Trading providing brokerage services and Alpaca handling custody, dividends and corporate actions. Binance also plans to launch tokenized stocks, known as bStocks, in the coming weeks, allowing users to convert eligible equities into on-chain assets on BNB Chain as part of its broader push to become a “multi-asset financial super app.”

5 月成績單出爐了，BSC 幾個埋伏號加起來 51k，加上二級部位 90k，鏈上跟上個月的自己比差不多，還行還行，繼續努力，這兩個月都在搞碩士論文還有上班，7/1 就口試答辯了，等七月下旬就能認真上機搞錢了。 那二級盈利部位主要是 $QAIT，這個我按頭了一些玩新幣的朋友，主要還是從籌碼、庄的動向來去判斷的，一開始 0.013 買了 20k 後面陸續價位附近捕到 30k，沒有繼續買多主要是有個狙擊大哥到現在都沒出貨，我怕他心情好澆滿頭給我，我預計 0.03 附近開始多出一點。總之 Alpha 新幣機會真的很多，沒時間的人我覺得玩好 Alpha 新幣就很夠吃了。 另外二級還有上個月文章談到的 $Aster ，運氣好被 $BNB 帶起來了，這邊我決定波段了，我感覺好時機還沒輪到他，之後繼續接回來。然後昨天還有 $Ondo $BNB 短時間拉很多，這塊今天有新的逆向報告出來我就清掉了，也舔了不少，二級最近做的還挺順的，運氣可以，目前大持倉的現貨還有 ethereum:0x75231f58b43240c9718dd58b4967c5114342a86c ，現貨不怕。 除了繼續在 BSC 深耕之外，因為美股已經全數賣飛，因此只能想辦法在糞裡掏黃金多找機會了。這個月就嘗試了一些額外的賽道，例如寫了 Base Bnkr 的狙擊，很可惜太晚開始看 Base，時機很差，Bot 只盈利了一天後面迎來連續虧損就關機了，太晚看 Base 實在是可惜。 另外我也在關注 42 事件戰壕的機會，雖然這產品真讓人一言難盡，不過似乎也是有一些策略可以穩定獲利，第一版策略正在試跑中，是盈利狀態，期待六月能帶來一些大好消息，各位兄弟可以多看看這邊的新機會一起競爭！ 六月份各位兄弟們一起加油！BNBChain 最近又稍微有點回溫了，估計這個月出個 3m 大金狗應該不難吧！先押注 $bStocks 了，目前我多號持倉多的就是它了 🤣 繼續在自己熟悉的領域多多掏金 🪏

見鬼了我竟然能在 Sol 上賺到錢，這個月莫名其妙的 Solana 勝率還可以 😂 這個 $RKC 運氣是真的極佳了，看來昨晚沒中獎的運氣都用在這了。 簡單來說，睡前看到小貓發 CA，我的判斷邏輯是，這一定是盜號，但畢竟這人影響力太大，第一次發 CA，加上這代幣形象還確實選的好，挺有可能被 CTO 跟大量二創，我覺得很有機會走 $4 的歸零後暴拉路線。 所以大概抓了下闢謠可能會被砸到的高度，設了一個 1.3m 左右的掛單後就直接去睡了，起床才知道原來是弟弟 Hack 的敘事升級大暴拉 😂 還好起的晚了點才沒有賣飛，開心收米！至少為什麼說運氣好，因為我幾乎就是這盤子回撤最低點買入的那個人，少一個人砸盤我都可能接不到 😂 炒幣多少還是得靠賽...

失敗的一晚上，$Genius 只吃了 6k 加上週邊的那些小東西就 8k 左右的收益，這麼好的機會卻犯了一個交易的大忌，就是想等完美價格，導致我只上到了奈米頭倉，眼睜睜看著他起飛，尤其我是一個偏左側的交易員，遇到這狀況只能看著他遠去... 朋友都知道，我是一個極度理性、冷靜穩定類型的人，但剛剛竟然罕見的被這個情況影響情緒了 30 分鐘 😂... 不想給自己找藉口，菜了就是菜了，對於這個項目還是做了比較多調研的，也喊了很多朋友參與，最後自己輸在了交易的策略上。謹記這次的教訓，在抓這種信心比較強的標時，下單寧願買貴一點拿少一點部位也不要踏空。 關於這個項目我其實還算是比較深入體驗的用戶了，我平常部位不急著賣就會嘗試走 Genius 出順便攢點空投，我的評價是連屎都不如，開發出這台子的人真的是天才，或許是 Yzi 史上投過我覺得體驗最糟糕的 toC 產品了，這種開發能力你隨便找個計算機系的學生 Vibe coding 都比這強。 能吐槽的很多，Bug 實在多的太太太離譜了，轉盤修半年、線圖不顯示、交易路由無法使用、不支援自己生態 Four 內盤、十次交易九次失敗，還有離譜至極的前端資源佔用，優化都沒優化過的估計，這逼前端打開我都感覺我的 Macbook 要飛走了。 反正直到這款產品的問世才知道當初的 Aster 也還不算太差，就罵到這邊，畢竟 BNBChain 官方扶持項目都差不多是這個樣子的。回調到位我還是會接，估計高機率會是 Day2 Perp，CZ 跟 BNBChain 甚至都還沒出動奶一下，加上流通少高控，如果能在 400~500m 吃到貨，應該還是有機會翻倍的，盈虧比還行，除非除非除非，印度阿三作惡。

I honestly miss being in the “trenches”, not necessarily in onchain terms but when I mentally was just dialed in and head down absorbing info like a madman. eat sleep trade rinse repeat That was what it took to chase insane returns n portfolio gains. I got lucky w table selection (trading coins) and timing played in my favor (things clicked just as things picked up like crazy > start of the Solana bull run). Aside from that, I built skill to navigate properly and make ev decisions over a long period of time. Nowadays feels like my mind has sort of slowed down and return to more normie levels of day to day life and with that my risk tolerance and appetite has faded quite a bit. > no longer looking to chase the gains of the past % wise as I no longer have to. Think it’s pretty important to recognize when u hit that stride aka ur first prime and be able to flirt w the boundaries of risk and how far u can push it. gotta manage the gas pedal well. Too much and u blow up, too little and you’ve left too much on the table. Before u know it, ur prime is gone. Still waiting to see if I ever hit that 2nd prime.

這兩天花了不少時間，總算把 @cz_binance 新書 Freedom of Money 幣安人生讀完了，實際上我應該有 3 年時間沒好好一字一句讀完一整本書了，所以明顯閱讀速度下降了一些。 我覺得這本書真寫的挺好挺真誠的，很多人讀書是為了找角度，但其實角度昨晚都被找光了，我不間斷讀完主要是覺得很有趣很精彩，讓我樂此不疲的一段接著一段讀，我自己其實是不太追劇的，也從沒想有一集接著一集看的那種衝勁，但我願意花這麼多小時看完它，代表這本書確實有魔力。 整本書讀到了很多完全沒研究過的知識和一些歷史故事，尤其是最後的坐牢細節，或許是因為 CZ 特別痛苦所以感悟特別深，總感覺這是整本書寫的最真情最生動的段落，看著文字都能想像到當下的無奈與悲憤 😂 總之，反正現在市場不怎麼樣，我是滿推薦大家去買這本書來看的，能很徹底的窺視 CZ 一路走來跌宕的人生，當成傳記看也很合適，真的勵志鼓舞人心。 我也特別喜歡結語中提到的 "If you can, you must" (IYCYM)，短短一句力量卻很強大，回頭看故事的每個重要節點和重大決定，可以說這句濃縮，真是貫穿了 CZ 一生吧！

seeing washed up entitled CT uncs wish death upon newgen traders for being profitable is so funny you had hundreds of chances to make generational wealth over the years and retire, yet you're sitting here hating on the grinders putting in 16 hours a day under the worst possible conditions for a tiny chance at making it out. against gruesome competition, by the way keep on covering up your inability to switch risk-off with a facade of righteousness bro! someone has to lose and this time it's you, did we forget that it's a zero-sum game? someone thought the same exact thing about you at one point holding times are indifferent to each other in terms of morality. everyone here has the same intention of making money, for what reason does your laid-back trading style deserve more success than others? and in no way am I glorifying the current conditions, I would absolutely love to be able to conviction hold coins for days/weeks and hit potentially monumental trades. maybe that will work again someday, but it doesn't right now why should anyone be expected to lose for YOUR sake?

兄弟阿清明連假就去掃墓祭祖吧 😭今天回老家順便旅遊一天，剛回到家，結果看戰壕感覺精彩的要命，兄弟們感覺都麻了，錯過了好多的感覺我去，真的是時時刻刻都念想著戰壕 🥲 一心一念只想打狗... 接下來還要出門忙好幾天，求求別出金狗求求別出金狗求求別出金狗求求別出金狗求求別出金狗求求別出金狗求求別出金狗求求別出金狗求求別出金狗求求別出金狗求求別出金狗 🙏

三月下班了，有些虧損的還拿著，所以加上幾個埋伏號大概就是 100K 整，接下來太多外務了，以我的操作頻率來說還是挺滿意的，雖然這次 KOL 榜只有第 12 名，但只花了 500k 交易量做到，還是稱讚自己一下吧，希望證明給大家看低頻少動多埋伏，少給手續費的法子還是可行的！ 下個月繼續努力，希望大家不要什麼都賣給我把我當退出流動性了 😭😭 農民看見我手下留情一下吧，真的想格局做大還抱夢想的我已經遍體鱗傷了，再下去我只能黑化了🤣 另外我看到好幾篇爆賺的兄弟還在焦慮，我只能說放過自己吧，還沒休息而且在這市場能榨出正收益的都是牛逼的了 👍 所有人都值得給自己一個掌聲

Meme cycle = 神經適應 cycle 大腦會自動降低對重複刺激的反應。 以前： 一張青蛙幾十億 現在： 要政治 文化 KOL 可延展性 才有機會破圈 市場還是那個市場， 變的是人。 是玩家的 dopamine tolerance 提高了。 但我認為也不用太悲觀， 這本來就是週期。 就像你連續喝兩年全糖飲料， 會對甜度麻痺； 戒一段時間之後， 再喝一口還是甜。

呃，因為實在太抽象了，想問你們覺得 CZ 在想什麼？ 我暫時想像不到一個合理的解釋跟動機... 請發表你們的想像力，我挺想看看大家的猜想🤔

今天下班了，最近這樣安靜卻又不死寂的市場我可太喜歡了，對兼職打狗玩家來說非常友好，多了很多時間可以忙其他事情之外，也能花更多心力去扒錢包整理地址、分析籌碼、思考敘事，埋伏做二段會輕鬆很多，不用怕分析到一半出金狗直接錯過... ​ 至於這個詞元，我看了就挺喜歡的，分了好幾天用 5 個專門埋伏的號在底部慢慢吃籌碼，畢竟我拿底部是不會輕易出貨的，所以拉升過程還挺順利的，運氣好又有各大媒體助攻。雖然我的打法在現在這種農民滿天下的開心農場版本不吃香，但遇上這種機會鑽一點就能一次吃比較多，像之前的 $FOM 、 $龙虾、 $Aliens 都是一樣的道理。 ​ 剩下的籌碼我會看著出，我還是挺看好這概念的，應該挺高機率會被華語圈給接納，我個人認為這個詞彙估計是上不去 Alpha，但有媒體渲染跟話題度傳播的情況下，1.5~2m 還是很有機會的。 ​ 最後，如果新來的 P 小將發現自己真的 P 不過的話，沉下心來玩這套打法吧！低頻雖然可能月榜上不了前三頒獎台，但一樣能賺錢的，而且這套打法還不費手續費 🤣 ​ #CharmingPost