
Yuyue|Mar 28, 2025 20:26
It's late at night, the werewolf is here to teach the second level brothers not to go to the contract plate dominated by the chain and deliver vegetables
Just came back from taking advantage of the offline activity of Morph to invite group members to finish dinner. Some of the words may have offended people and may have taught opponents how to play, but I think smart second level buddies will also learn these quickly
Just to be kind, there's nothing wrong with using contracts to determine the mainstream market value, but using contracts to determine the market value is basically a way to send food to large customers who open contracts for hedging and shipping
I saw on Twitter that some second tier players who don't play on the chain are talking about going long on TUT, and some second tier players are going long on a certain cloth and buying large positions with contracts
I can basically guess that these targets will continue to decline in the future, not necessarily in the short term. I also have no intention of predicting the rise or fall, and have not opened a short position. Briefly describe some ideas and make them understandable
🚩 Example analysis
An obvious example is SIREN
-After the contract was placed on March 22nd, I mentioned in the TG group that by observing the contract position and on chain trading volume, I can basically conclude that there are already large players (or traders) starting to sell contracts, because from their buying strategy, it can be seen that their goal is not to place spot orders
--Contract shipment means that more than ten million can be cashed out from a few million or more plates, which cannot be achieved in on chain pools. This is similar to the Hyperliquid event and essentially resembles a spot driven oracle attack
-The screenshot taken on Wednesday, March 26th in P2 shows one thing for comparison: Siren is the contract with the highest trading volume.
Raising prices is just to attract more people to buy at the bottom. Going long and providing counterparty positions is the exit liquidity for large investors
The small market value on the chain driven by spot trading, if you want to pull stocks, what you should do is to pull stocks on the chain, rather than opening contracts long - contract opening long is essentially a path dependence of leading single teachers and second level brothers, but it is not feasible in this round
Give some popular science to my second level friends who follow me. If you find it useful, please bookmark or like it, and do not forward it. Late at night, I always have a strong desire to share and reflect. I welcome second level teachers to come and communicate with me more often
Please close your eyes when it gets dark 🤐
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