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The data related to Meme prices, market capitalization, holdings, etc., in this article comes from GMGN.
Recommender: Nan Zhi (X: @Assassin_Malvo)
Introduction: On-chain player, data analyst, plays everything except NFTs.
Share:
- Changed from a neutral hedge strategy of holding U+SOL with JLP last month to a bearish strategy, shorting a series of VC tokens including VANA, SEI, ZK, MOVE, etc., and gradually purchasing BTC spot as a short cover. An article will be released soon discussing which token might be more profitable to short; currently, I have organized some preliminary data on Twitter.
2.1 I recommend considering Backpack during normal trading (whether making a profit or a loss). As long as there is no intentional wash trading, effective subsidies should be obtainable. This is similar to the previous logic of using UniversalX in specific scenarios to obtain airdrop subsidies, specifically in terms of fee equivalence, liquidity (trading depth) equivalence, and clear airdrops. However, note that this only applies to trading a few mainstream coins; the price differences for other tokens are actually quite significant.
2.2 For why Backpack does not engage in wash trading, see recent article. The key conclusion is that "profit and loss amount/transaction amount is a factor that is highly positively correlated with points acquisition efficiency." Wash trading will significantly reduce this value, thus completely handing over the decision of whether to earn back to the project party.
Meme is starting to come back to play Sol, from titcoin to RFC to REMUS, re-presenting the effect of slow gold. BSC has fully exited, clearing funds from BNB, mainly based on UniX using U to leverage multiple chains, leaving a small portion of SOL for internal trading (based on a self-programmed low-fee version of dbot API).
While communicating with others, I found that an address I had previously focused on was actually related to gambling. Perhaps it is a good solution for finding addresses, but this function does not have a universal public tool, so I will wait for random exchanges.
Recommender: Qin Xiaofeng (X: @QinXiaofeng888)
Introduction: Options enthusiast, Meme flipper.
Share: Recently, RFC has gained popularity, and I made some profits during this wave.
To briefly recap my operations, I got into RFC on March 31 when its market cap was already $10 million. After researching, I found that many celebrities were paying attention to this project, including Musk and Eric Trump, and Musk's interaction frequency was particularly high. My intuition told me that RFC might be the next Troll, and I shared this on Twitter and in the community, encouraging a few friends to buy in, and in the end, everyone made good profits. I personally exited at a market cap of $42 million, originally planning to swing trade, but unexpectedly it soared to a market cap of $60 million, and I reluctantly bought back half of my position at the high point.
Regarding RFC's future expectations—$100 million market cap is definitely not a problem, and the short-term target should be $500 million. If Musk can continue to support it, breaking through a $1 billion market cap is also possible. However, I do not believe it will become the second DOGE; RFC's ceiling is probably around $1 billion.
Additionally, if market FOMO sentiment rises or if there are spot and contract listings on Binance, it may push it further, as there isn't really a major narrative at the moment. The subculture represented by RFC is a decent hot topic.
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