0xSanmu
只玩现货，拥有自己一套交易系统。希望能遇到志同道合的韭友一起交流。
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High-Frequency Trader
1.4 Years
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Don't follow the crowd, just focus on allocation:山寨建仓 completed by 2026, waiting for trend realization
Allocation strategy: stable with a touch of aggression, covering L1, L2, AI, DeFi, DePIN, and RWA
"Stable" mainly revolves around product implementation and capital background, for example, AVAX in the chart. You can criticize its price, but you can't say its product is garbage or a bubble.
Because it has already become a dominant force in its designated field, with business collaborations already involving top-tier institutions such as JPMorgan Chase, Citibank, KKR (one of the world's largest investment firms), and the California Department of Motor Vehicles, and even games like Adventure Island are built on it, creating an extremely deep moat.
"Stable" mainly revolves around product implementation and capital background, for example, AVAX in the chart. You can criticize its price, but you can't say its product is garbage or a bubble.
Because it has already become a dominant force in its designated field, with business collaborations already involving top-tier institutions such as JPMorgan Chase, Citibank, KKR (one of the world's largest investment firms), and the California Department of Motor Vehicles, and even games like Adventure Island are built on it, creating an extremely deep moat.
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$LINK Bitwise's approved Chainlink spot ETF will be listed for trading on January 15.
Although not many, I really believe in its future, as more and more ETFs are being launched, indicating increasing recognition.
Although not many, I really believe in its future, as more and more ETFs are being launched, indicating increasing recognition.
Trading Marks
2 trades
LINK/USDT
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$NEAR AI infrastructure, transaction operating system for the multi-chain era.
NEAR Protocol
--
💥 NEAR AI has joined the NVIDIA Inception Program to accelerate verifiable, privacy-preserving AI.
The program provides advanced access to NVIDIA’s GPU resources, developer tooling, and technical expertise to help NEAR AI power secure, enterprise-grade AI systems at scale.
🔗 Read the full announcement
The program provides advanced access to NVIDIA’s GPU resources, developer tooling, and technical expertise to help NEAR AI power secure, enterprise-grade AI systems at scale.
🔗 Read the full announcement
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$OP is currently very satisfied with this round of operations. Position switching and entry were both decisive. Especially the decision to enter OP, going from not even considering it to directly entering, all the way to completing the predetermined position ratio.
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$OP OP OP 📈
$OP average price 0.315 like this, quantity close to 800,000.
This asset actually hesitated for a long time; before seeing OP's announcement of回购 50% of revenue, I had thrown all L2 tokens into the trash.
Now the reasons to build a position:
1. OP's current revenue isn't high, expecting a price surge from 50% of that revenue isn't realistic, but personally, the significance of this move lies in OP's complete shift from a pure governance token to an asset tied to Superchain economic activities. Extra financial value has never been purely mathematical.
2. OP's upcoming sell pressure isn't excessive; at the current pace, the unlock will be mostly completed by May this year. Unlike ARB, which will still face high sell pressure afterward, making it hard to enter long positions. Additionally, other L2 tokens have been abandoned by the market for two years, and current prices are relatively acceptable.
3. OP Superchain model: when we buy OP now, we're essentially buying a basket of top-tier L2 revenue rights (revenue buybacks), not just OP's native chain token. This means even if Optimism's main chain performs poorly in the future, as long as other members of the Superchain thrive, OP's value can still be supported. It's similar to holding an ETF, significantly reducing single-token risk.
(Currently, the L2s joining OP Superchain are Base, Unichain, World Chain, Ink—these all remit 15% of their revenue or 2.5% of their profits (whichever is higher) to OP—each with extremely strong backgrounds)
Given this, it's time to enter. A long-term investment.
This asset actually hesitated for a long time; before seeing OP's announcement of回购 50% of revenue, I had thrown all L2 tokens into the trash.
Now the reasons to build a position:
1. OP's current revenue isn't high, expecting a price surge from 50% of that revenue isn't realistic, but personally, the significance of this move lies in OP's complete shift from a pure governance token to an asset tied to Superchain economic activities. Extra financial value has never been purely mathematical.
2. OP's upcoming sell pressure isn't excessive; at the current pace, the unlock will be mostly completed by May this year. Unlike ARB, which will still face high sell pressure afterward, making it hard to enter long positions. Additionally, other L2 tokens have been abandoned by the market for two years, and current prices are relatively acceptable.
3. OP Superchain model: when we buy OP now, we're essentially buying a basket of top-tier L2 revenue rights (revenue buybacks), not just OP's native chain token. This means even if Optimism's main chain performs poorly in the future, as long as other members of the Superchain thrive, OP's value can still be supported. It's similar to holding an ETF, significantly reducing single-token risk.
(Currently, the L2s joining OP Superchain are Base, Unichain, World Chain, Ink—these all remit 15% of their revenue or 2.5% of their profits (whichever is higher) to OP—each with extremely strong backgrounds)
Given this, it's time to enter. A long-term investment.
See original
$OP You're right, the timing for opening the position was wrong. 🤣
$OP average price 0.315 like this, quantity close to 800,000.
This asset actually hesitated for a long time; before seeing OP's announcement of回购 50% of revenue, I had thrown all L2 tokens into the trash.
Now the reasons to build a position:
1. OP's current revenue isn't high, expecting a price surge from 50% of that revenue isn't realistic, but personally, the significance of this move lies in OP's complete shift from a pure governance token to an asset tied to Superchain economic activities. Extra financial value has never been purely mathematical.
2. OP's upcoming sell pressure isn't excessive; at the current pace, the unlock will be mostly completed by May this year. Unlike ARB, which will still face high sell pressure afterward, making it hard to enter long positions. Additionally, other L2 tokens have been abandoned by the market for two years, and current prices are relatively acceptable.
3. OP Superchain model: when we buy OP now, we're essentially buying a basket of top-tier L2 revenue rights (revenue buybacks), not just OP's native chain token. This means even if Optimism's main chain performs poorly in the future, as long as other members of the Superchain thrive, OP's value can still be supported. It's similar to holding an ETF, significantly reducing single-token risk.
(Currently, the L2s joining OP Superchain are Base, Unichain, World Chain, Ink—these all remit 15% of their revenue or 2.5% of their profits (whichever is higher) to OP—each with extremely strong backgrounds)
Given this, it's time to enter. A long-term investment.
This asset actually hesitated for a long time; before seeing OP's announcement of回购 50% of revenue, I had thrown all L2 tokens into the trash.
Now the reasons to build a position:
1. OP's current revenue isn't high, expecting a price surge from 50% of that revenue isn't realistic, but personally, the significance of this move lies in OP's complete shift from a pure governance token to an asset tied to Superchain economic activities. Extra financial value has never been purely mathematical.
2. OP's upcoming sell pressure isn't excessive; at the current pace, the unlock will be mostly completed by May this year. Unlike ARB, which will still face high sell pressure afterward, making it hard to enter long positions. Additionally, other L2 tokens have been abandoned by the market for two years, and current prices are relatively acceptable.
3. OP Superchain model: when we buy OP now, we're essentially buying a basket of top-tier L2 revenue rights (revenue buybacks), not just OP's native chain token. This means even if Optimism's main chain performs poorly in the future, as long as other members of the Superchain thrive, OP's value can still be supported. It's similar to holding an ETF, significantly reducing single-token risk.
(Currently, the L2s joining OP Superchain are Base, Unichain, World Chain, Ink—these all remit 15% of their revenue or 2.5% of their profits (whichever is higher) to OP—each with extremely strong backgrounds)
Given this, it's time to enter. A long-term investment.
See original
@Binance BiBi Analysis of the cryptocurrency mentioned in the content
$NEAR is currently one of the larger long-term coins in my山寨 portfolio, and I define it as a trading operating system for the multi-chain era.
@Binance BiBi Here's a summary of Near for everyone
@Binance BiBi Here's a summary of Near for everyone
See original
$NEAR is currently one of the larger long-term coins in my山寨 portfolio, and I define it as a trading operating system for the multi-chain era.
@Binance BiBi Here's a summary of Near for everyone
@Binance BiBi Here's a summary of Near for everyone
See original
Whether it's emerging markets or mature markets, narrative logic can overshadow all fundamental logic over a long period of time.
Therefore, after this round of adjustments, I will increase my investment in the AI sector.
In 2026, AI will clearly be the overarching narrative throughout the year. From the perspective of narrative logic, establishing positions in AI-related assets is the optimal investment strategy.
The four assets are $FET VIRTUAL RENDER TAO selection. There's no need to pick any specific one; just go with whichever has the most favorable price. #AI
Therefore, after this round of adjustments, I will increase my investment in the AI sector.
In 2026, AI will clearly be the overarching narrative throughout the year. From the perspective of narrative logic, establishing positions in AI-related assets is the optimal investment strategy.
The four assets are $FET VIRTUAL RENDER TAO selection. There's no need to pick any specific one; just go with whichever has the most favorable price. #AI
See original
Originally, posting these two could mine content: $DUSK $WAL .
That's why there are so many posts about two coins on the square these past few days.
That's why there are so many posts about two coins on the square these past few days.
See original
$UNI I think all your comments make sense.
But I don't know whose opinion to follow. In that case, I'd rather trust capital and institutions. At least they're putting real money on the line, not just talking.
So when I evaluate a coin, I always check how many ETFs are applying for it. Even though ETFs don't have much impact right now, it's still meaningful.
For example, Grayscale has already adjusted its DEFI holding to the maximum position for UNI, reaching over 40%, and Bitwise is also applying for a UNI ETF.
But I don't know whose opinion to follow. In that case, I'd rather trust capital and institutions. At least they're putting real money on the line, not just talking.
So when I evaluate a coin, I always check how many ETFs are applying for it. Even though ETFs don't have much impact right now, it's still meaningful.
For example, Grayscale has already adjusted its DEFI holding to the maximum position for UNI, reaching over 40%, and Bitwise is also applying for a UNI ETF.
$UNI Speak up about your position.
I'm investing in UNI, to some extent, I'm investing in the UNI team and the UNI brand.
For new beginners who may not understand, in the ancient era, there was no concept of airdrops, only 'candy' was used. Simply put, you were treated like a slave, and the project team would give you a few candies. UNI pioneered the airdrop model in this ecosystem. Therefore, I admire UNI's vision.
Moreover, when UNI launched its own L2, UNIChain, last year, according to the common practices in the industry of scamming investors, they could have easily issued a new token for UNIChain. After all, it's very common in this industry for a team to have multiple products and multiple tokens. When one product succeeds, they try every possible way to launch other products and issue new tokens to maximize profits. However, the UNI team did the opposite—they announced that UNIChain would not issue a new token and instead use the existing UNI token. Additionally, they also have other products like the UNIWallet wallet.
There are also other incidents that have made me increasingly fond of this team. Because when evaluating a team's character and vision, you can clearly see it through their actions.
From a product perspective, its potential is also very high. For someone like me who focuses on fundamental investment, it's hard not to heavily invest in it. #uniswap
I'm investing in UNI, to some extent, I'm investing in the UNI team and the UNI brand.
For new beginners who may not understand, in the ancient era, there was no concept of airdrops, only 'candy' was used. Simply put, you were treated like a slave, and the project team would give you a few candies. UNI pioneered the airdrop model in this ecosystem. Therefore, I admire UNI's vision.
Moreover, when UNI launched its own L2, UNIChain, last year, according to the common practices in the industry of scamming investors, they could have easily issued a new token for UNIChain. After all, it's very common in this industry for a team to have multiple products and multiple tokens. When one product succeeds, they try every possible way to launch other products and issue new tokens to maximize profits. However, the UNI team did the opposite—they announced that UNIChain would not issue a new token and instead use the existing UNI token. Additionally, they also have other products like the UNIWallet wallet.
There are also other incidents that have made me increasingly fond of this team. Because when evaluating a team's character and vision, you can clearly see it through their actions.
From a product perspective, its potential is also very high. For someone like me who focuses on fundamental investment, it's hard not to heavily invest in it. #uniswap
See original
$UNI Speak up about your position.
I'm investing in UNI, to some extent, I'm investing in the UNI team and the UNI brand.
For new beginners who may not understand, in the ancient era, there was no concept of airdrops, only 'candy' was used. Simply put, you were treated like a slave, and the project team would give you a few candies. UNI pioneered the airdrop model in this ecosystem. Therefore, I admire UNI's vision.
Moreover, when UNI launched its own L2, UNIChain, last year, according to the common practices in the industry of scamming investors, they could have easily issued a new token for UNIChain. After all, it's very common in this industry for a team to have multiple products and multiple tokens. When one product succeeds, they try every possible way to launch other products and issue new tokens to maximize profits. However, the UNI team did the opposite—they announced that UNIChain would not issue a new token and instead use the existing UNI token. Additionally, they also have other products like the UNIWallet wallet.
There are also other incidents that have made me increasingly fond of this team. Because when evaluating a team's character and vision, you can clearly see it through their actions.
From a product perspective, its potential is also very high. For someone like me who focuses on fundamental investment, it's hard not to heavily invest in it. #uniswap
I'm investing in UNI, to some extent, I'm investing in the UNI team and the UNI brand.
For new beginners who may not understand, in the ancient era, there was no concept of airdrops, only 'candy' was used. Simply put, you were treated like a slave, and the project team would give you a few candies. UNI pioneered the airdrop model in this ecosystem. Therefore, I admire UNI's vision.
Moreover, when UNI launched its own L2, UNIChain, last year, according to the common practices in the industry of scamming investors, they could have easily issued a new token for UNIChain. After all, it's very common in this industry for a team to have multiple products and multiple tokens. When one product succeeds, they try every possible way to launch other products and issue new tokens to maximize profits. However, the UNI team did the opposite—they announced that UNIChain would not issue a new token and instead use the existing UNI token. Additionally, they also have other products like the UNIWallet wallet.
There are also other incidents that have made me increasingly fond of this team. Because when evaluating a team's character and vision, you can clearly see it through their actions.
From a product perspective, its potential is also very high. For someone like me who focuses on fundamental investment, it's hard not to heavily invest in it. #uniswap
See original
$LINK is a mature asset, very suitable for long-term spot.
Binance News
--
Newly created wallets accumulate large amounts of $LINK, suspected single-entity operation
Onchain Lens stated on X (formerly Twitter) that newly created wallets are accumulating $LINK, possibly linked to a single entity. Wallet '0x10D' withdrew 202,607 $LINK, and wallet '0xb59' withdrew 207,328 $LINK.
See original
$FET Embrace AI storytelling.
Tao render fet near virtual wld are all excellent AI targets. However, the wld has significant selling pressure, so it's not recommended for beginners.
As for the others, don't bother looking further—there's little point. The ones mentioned above have already established their dominance in the industry.
Tao render fet near virtual wld are all excellent AI targets. However, the wld has significant selling pressure, so it's not recommended for beginners.
As for the others, don't bother looking further—there's little point. The ones mentioned above have already established their dominance in the industry.
See original
$OP average price 0.315 like this, quantity close to 800,000.
This asset actually hesitated for a long time; before seeing OP's announcement of回购 50% of revenue, I had thrown all L2 tokens into the trash.
Now the reasons to build a position:
1. OP's current revenue isn't high, expecting a price surge from 50% of that revenue isn't realistic, but personally, the significance of this move lies in OP's complete shift from a pure governance token to an asset tied to Superchain economic activities. Extra financial value has never been purely mathematical.
2. OP's upcoming sell pressure isn't excessive; at the current pace, the unlock will be mostly completed by May this year. Unlike ARB, which will still face high sell pressure afterward, making it hard to enter long positions. Additionally, other L2 tokens have been abandoned by the market for two years, and current prices are relatively acceptable.
3. OP Superchain model: when we buy OP now, we're essentially buying a basket of top-tier L2 revenue rights (revenue buybacks), not just OP's native chain token. This means even if Optimism's main chain performs poorly in the future, as long as other members of the Superchain thrive, OP's value can still be supported. It's similar to holding an ETF, significantly reducing single-token risk.
(Currently, the L2s joining OP Superchain are Base, Unichain, World Chain, Ink—these all remit 15% of their revenue or 2.5% of their profits (whichever is higher) to OP—each with extremely strong backgrounds)
Given this, it's time to enter. A long-term investment.
This asset actually hesitated for a long time; before seeing OP's announcement of回购 50% of revenue, I had thrown all L2 tokens into the trash.
Now the reasons to build a position:
1. OP's current revenue isn't high, expecting a price surge from 50% of that revenue isn't realistic, but personally, the significance of this move lies in OP's complete shift from a pure governance token to an asset tied to Superchain economic activities. Extra financial value has never been purely mathematical.
2. OP's upcoming sell pressure isn't excessive; at the current pace, the unlock will be mostly completed by May this year. Unlike ARB, which will still face high sell pressure afterward, making it hard to enter long positions. Additionally, other L2 tokens have been abandoned by the market for two years, and current prices are relatively acceptable.
3. OP Superchain model: when we buy OP now, we're essentially buying a basket of top-tier L2 revenue rights (revenue buybacks), not just OP's native chain token. This means even if Optimism's main chain performs poorly in the future, as long as other members of the Superchain thrive, OP's value can still be supported. It's similar to holding an ETF, significantly reducing single-token risk.
(Currently, the L2s joining OP Superchain are Base, Unichain, World Chain, Ink—these all remit 15% of their revenue or 2.5% of their profits (whichever is higher) to OP—each with extremely strong backgrounds)
Given this, it's time to enter. A long-term investment.
See original
$PENDLE small entrance.
B
PENDLE/USDT
Price
2.1718848
See original
The significance of opening repurchase for $OP is not in the amount repurchased.
Rather, it marks the beginning of conveying OP's transformation from a pure governance asset to one that is linked to Superchain's economic activities.
Rather, it marks the beginning of conveying OP's transformation from a pure governance asset to one that is linked to Superchain's economic activities.
B
OP/USDT
Price
0.3174
See original
$VIRTUAL has gone ahead. Wait and buy hard later.
S
VIRTUAL/USDT
Price
1.0722
See original
$NEAR I took a large position, as a long-term holding, AI + abstract chain narrative.
B
NEAR/USDT
Price
1.718
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