写给自己的投资记录，把想法变成文字是一次自证，保持耐心，保持心智
Joined February 2024
- Tweets 3,225
- Following 1,154
- Followers 501
- Likes 765
165 Photos and videos
Pinned Tweet
17 May 2025
交易规则
1/不做空
2/不高频交易
3/浮亏不补仓，浮盈可加仓
4/低杠杆 长周期，高杠杆 短周期
5/减少用止损来加大仓位的手法
6/玩土狗就当钱扔了
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Jun 9
$opal 是我看过弓拉得最满的，美国的buff叠满后又加一个字节跳动。opal从游戏开始，现在要演变成类似抖音般的仅须左右滑动的二元标注游戏。完全突破了原先狭义游戏的局限，简化成人人都能上手的成瘾性游戏化操作
APP现在内部测试中...
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I understand why you shared the wishlist on Twitter. Many people don’t understand why you didn’t simply use the (BAGS) fees to solve this directly, but instead chose to let many people participate together. I believe this is a way for people to collectively remember Liv, and also the most sincere way to support the hospital that treated her.
Our community just organized many people to work together to clear the wishlist, and I think it was truly meaningful. People from all around the world came together to do something as one — love for Liv from every corner of the globe ❤️
During the payment process, we encountered situations where some items became unavailable or insufficient in quantity. However, we were still able to purchase most of the items, and once the remaining products become available again, we will continue paying for the rest.
Have you also experienced situations where some items could not be purchased due to stock shortages?
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May 22
🧵 The $KLED Institutional Thesis: Why smart money is accumulating a $13M microcap.
1. The "Data Wall" is officially the biggest bottleneck in AI. Frontier models are running out of internet data to scrape, and legal copyright battles are forcing labs to pay for legitimate licensing.
Enter- @useKled an operational human data marketplace.
2. While retail is chasing meme coins, institutional capital is silently moving in.
European crypto hedge fund Sigil Fund —known for their deep research-driven, insider-led strategies—has started aggressively purchasing and accumulating $KLED.
3. Why? The business value and revenue pipeline are absurd for a token at this market cap.
Kled already has over 3M hours of licensed video content and has confirmed pipelines exceeding $35M from top AI labs. But the real catalyst? Compliance.
4. Kled is actively finalizing its compliance frameworks (GDPR, HIPAA, SOC2).
Once cleared, they have a massive $100M pipeline enterprise deal they are positioned to close, paving a clear trajectory to scale the business well past a $1B valuation floor.
5. To understand how massively undervalued $KLED is, look at the private markets:
Kled’s direct copycat, Luel AI, just raised a staggering $31.2M seed round led by General Catalyst and Lightspeed.
Luel's massive raise validates exactly what Kled is building—except Kled already has a live product with hundreds of thousands of active users, and thousands of reviews on the App Store with high ratings (4.7-4.9 stars).
When a regulated institutional fund like Sigil front-runs a $100M corporate pipeline on an asset with an engineered buyback-and-burn mechanism, you pay attention.
6. Let’s do some napkin math on what happens the moment tokenomics go live on the app.
- To unlock higher-paying data tasks, users pay a one-time $20 fee to upgrade their account XP.
If just 100k of Kled's global users upgrade, that generates $2,000,000 in immediate token buyback pressure, 50% burnt instantly. At current prices, that initial $2M user-upgrade surge alone would instantly buy back and burn roughly 15% of the entire circulating token supply straight off the launch.
With this level of real-world volume and a massive global app user base, Tier-1 CEX listings are practically a no-brainer.
Exchanges want volume, and Kled has an organic pipeline of it.
7. More importantly, the team needs a T1 CEX listing.
To accommodate major fund exposure from players like Sigil, Maven11, etc, liquidity depth is non-negotiable. Getting $KLED on primary institutional venues is a core priority for everyone involved.
In a market full of vaporware, $KLED is a fundamentally engineered value accrual machine.
Be patient, give it a few months to play out as compliance clears and the tech drops. This is a multi-dollar token hiding in plain sight.
Full thesis, and tokenomics breakdown here: x.com/astaso1/status/2054027…
Full Tokenomics:
x.com/avipat_/status/2047371…
📊 $KLED
PSA - AI did support in writing this and I’m lazy as fuck and did it in 20mins, so it isn’t perfect, there may be some minor errors.
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May 20
$ALIENS
0xc77867d630dbe567d219a86fddbe7ef1f0670fdc
虽然现在市值没有sol的高，但前排持仓相当阴谋，有几个即使在前面最高点5m，获利超过300倍时都没有卖，然后跌回500k也没有动，非常诡异
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Today on MCG: @BranchM from @dexteraisol is back after the @Pumpfun Hackathon win
00:18 - Dexter chart up nearly 300% off the lows
01:18 - Back on MCG
01:54 - Pumpfun hackathon winner #7
03:19 - Dev background
03:50 - X402 origin story
04:50 - X402 volumes down from October memecoin peak, now in batching/streaming evolution
06:30 - The bar tab analogy
07:50 - Dexter's solution
11:45 - Solana Accelerate experience
12:15 - Dexter's four pillars
13:30 - Instinct ads-for-agents
15:00 - "Negative friction"
18:00 - A/B testing where to inject suggestions in JSON responses, cryptographic conversion proofs
19:50 - OpenDexter
23:00 - ACE round breakdown
25:48 - Dexter Labs holds double-digit percent of token supply, looking to grow treasury
28:30 - Outside funding talks underway, growth capital incoming
30:00 - Solana vs Base for X402
36:30 - "Now is the time to pour gas on the fire"
39:50 - ACE round at 32% filled in 3 days, open until full or 6 weeks
41:00 - "Give actual value to a token and the token will perform"
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May 16
$kled
两个大学生通过复制kled，网站甚至看起来一模一样，种子轮获得了顶级风投GC的3100万美金。kled的创始人 @avipat_ 实名抨击了这种不要脸的"创业"模式，半天就获得了500万浏览量，甚至超过了本月引起轩然大波的封禁尼日利亚的帖子。而几乎同时间a16z的大佬 @pmarca 隔空互动开始不停吐槽GC。
avi不是个普通创始人，他充满能量也了解流量，他一人之力给kled持续带来巨大的曝光
$kled 也随话题热度上涨，代币的存在也让kled在x上有一个强大的持币者群体，他们了解kled并会在此时全力维护kled，也许这便是代币的价值
General Catalyst just co-led a $31.5 million seed round into a blatant rip-off of my company, Kled.
(skip to 40 seconds if you want to skip context)
I would typically not speak on things like this, but this level of blatant copycatting is egregious and completely unacceptable, and needs to be made an example of.
This is one of hundreds of YC startups who have conducted this disgusting behavior. Unimaginative slop that continues to get rewarded due to nepotism.
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May 11
$asteroid
事情变有趣了
有两种走法
A 以太的进一步被她妈妈认可，获得正统性后可期待上大所
B 这次推文时间点正好在ETH的价格快扛不住而bags的强势突破之际。有理由怀疑是这背后活动来的一条推文，这种做法的目的很可能是为了出货，目前的拉升可能是最后的退出机会
个人怀疑是B，耐心等待最终结局
May 11
客观来讲，STJude的加密货币捐款负责人Marc的这篇推文已经给bags太空狗宣判死刑了。
ethereum:0xf280b16ef293d8e534e370794ef26bf312694126 叙事的核心在哪里，核心在于SpaceX吉祥物 Liv的遗愿被elon实现的美好故事。很多朋友可能有所不知，一年多以前，Liv设计的Asteroid玩偶在SpaceX和@PolarisProgram官方周边商店上线，当时的销售收益按照Liv的想法捐给了STJude机构，这是Liv自己的愿望。
反观bags呢，将这个叙事强行与Liv妈妈绑定，把叙事引到Liv妈妈身上，对Liv的愿望置之不理。
67.6万美元的捐款，是bags捐款的3倍之多，同时这笔钱100%用作STJude的慈善事业，实现了Liv生前的愿望。bags在做的事是在给finn送钱，2/2的税对于当下流动性本就沉重，其中1/1更是直接送给finn，这是慈善还是伪善我真不好说了。
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LazarBeam has just invested into Kled.
23 million subscribers, one of the biggest YouTubers of all time, and someone I personally watched relentlessly growing up.
Welcome to the cap table Lannan. He will be joining, Diplo, PandaBoi, 24kGolden, and all the other creatives who have angel invested in Kled. Proud to have you join us.
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May 8
👽
Just now... sources in the White House as well as Congressional members tell me and @G_Knapp that the Presidential UFO file release will begin tomorrow.
We are told it will be slow and steady at first. Nothing shocking initially. Let's see where this goes! This is VERY encouraging - that this administration is following through. More data means more leverage for those of us fighting for UAP transparency.
SLEEPING DOG exists because our government chose silence over transparency - that might be changing.
SleepingDogMovie.com
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May 6
This is my problem with us Nigerians. We're usually comfortable with corrupt practices as long as it favours us, but once it stops feeding our stomachs, we automatically become human rights activists and legal juganuts.
Where were all these takes b4 kled existed 9ja?
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May 6
$kled
@useKled Kled因为尼日利亚用户的高达95%的假数据比例，决定把APP从该地区下架并封禁了当地IP,而相比较在东南亚地区的欺诈数据比例也仅有10%而已
说实话这符合创始人avi patel的个性，他比较直率，而且看来没有欧美地区现在泛滥成灾的政治正确的包袱。即任何针对黑人或者少数人群的行动，即使是出于完全合理的原因，也会往往被扣上种族歧视的帽子。当然这次kled的事件也是一样，大量尼日利亚人完全无视他们用户创造了高达95%欺诈数据比例的事实，上来就是扣一个种族歧视的帽子，可笑的是去说一个印度裔的美国人种族歧视真的缺乏什么说服力。他们发现这样没效果后，开始说kled是对他们个人数据的剥削，可事实上就在几天前他们还天天在kled每条推文下面强烈留言要求kled恢复在尼日利亚的服务(kled在发推文前一阵子已经先在当地下架了)。
kled目前的25000个尼日利亚的用户对于2亿人口的尼日利亚的确比例很低，但即使这点人在四个月内就创造了平均高达95%的假数据比例，试问哪个公司又敢冒险继续拓展当地市场?如果未来在当地达到25万甚至250万用户，那对于反诈系统的压力将无法想象。
kled为所有人提供了参与ai这场产业革命的机会，并且和被ai取代工作的这种焦虑不同，它让人能通过给ai提供训练数据来获得报酬，这是ai快速发展下出现的一种全新的工作类型，甚至散户投资者还可以通过购买他们代币 $kled 来获得未来公司成长甚至IPO所带来的财富回报的机会。
最后kled其实在美国的下载量也不低，目前在美国苹果商店有800多评价，4.6分以上。它不是仅仅面向第三世界用户，ai实验室也需要大量发达国家用户的数据，对应也提供极高回报，比如美国常春藤大学的大学生的500张自拍最高可以获得1000美元，而报税单一张可以高达150美元。可见ai数据的需求绝不是局限于某个地区，发达国家地区可能因为个人隐私的重视的原因导致个人数据更加稀缺，溢价极高
We have removed Kled from the Nigerian app store and IP banned the entire region.
The first thing I would like to say is I have nothing against Nigeria. I have a ton of friends from this region and these were some of our earliest app adopters. Genuinely, thank you all for the support.
Kled has been up and running and out of beta for 4 months now. We have paid out hundreds of thousands of people for their data, and our users have uploaded over 1 billion assets onto our platform.
After several months of uploads we found that Nigeria had a ≈95% fraud rate. Instead of real, usable data, users were uploading pictures of black screens, duplicate photos, internet generated images, AI generated images, etc. at an unimaginable scale.
In comparison, Malaysia, Indonesia, and the Philippines have a less than 10% fraud rate across 10x the userbase size.
Our fraud system is fast to catch these issues but the level of complexity of these schemes is getting out of hand.
This weekend we were flooded with thousands of fake Japanese passports and identity cards with Nigerians photoshopped onto them in our KYC system. That was the final straw.
As a startup we can't afford to eat the costs of that data overhead, so we temporarily removed the app from the region while we improved our fraud detection and banning system to quickly filter out bad actors when the time is right.
On top of all of this, every time we make a post there is someone asking us to bring the region back within seconds. We hear you, but it's gotten out of hand.
We've made this decision with great care. We love everyone who has genuinely supported Kled from Nigeria, and we hope to return when the time is right.
-Kled Team
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