Yuyue
Yuyue|Apr 11, 2025 10:44
The analysis framework for voting on coins continues to align: expectations of expected transactions, game within game, and game within game At the first time, @ everyone has more Bigtime and empty ONDO ATH and other large market voting coins. The essence of the idea is to do exchange rate matching between Bigtime/ONDO and other large market voting coins The current core logic is: -ONDO, the largest market value in the high market value shanzhai: It is a good news for the project party and a bad news for the price, which already conforms to the liquidity logic poured into the community -Other Voting Coins: Not listed on Binance, expectations fell through, but fundamentals did not change substantially. After a wave of bearish sentiment, there is no need to continue fighting in the possibility of BTC rebounding over the weekend -In the small market value knockoff: UXLINK is a coin that I haven't touched and dare not touch, and BIGTIME still has a chance to continue to rise Now all other voting currencies have been tied, and the core exchange rate has also been halved against Bigtime/Ondo+Virtual. The reason for choosing to keep them is that these two are the most strongly correlated events Looking back at what I said at the beginning, it was actually to teach everyone a set of analytical frameworks, and such analytical frameworks have universality. Following this is a more accurate approach, but it may not be fully applicable in the next analysis because not everyone can put coins into the appropriate category when analyzing coin characteristics. Even if the classification is correct, the position will still affect the final PNL It has been proven that a coin has nothing to do with the voting results. Everything is a game of market value, expectations, and game theory. Therefore, game theory is also known as game theory
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