Q @tocuee
喜欢尝试新产品，日常钻链上地址兔子洞 ，发现新的叙事逻辑会很兴奋 向大噶学习٩(˃̶͈̀௰˂̶͈́)و #DATAMINER Joined July 2017-
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$EIGEN 筹码基本面分析 省流版结论：机构正在悄悄建仓👀 1、顶级机构加持 - a16z领投： • 2025年6月：直接购买7000万美元 $EIGEN 代币支持EigenCloud • 2024年2月：领投1亿美元B轮 • 总承诺资本超1.7亿美元（双重持股+代币策略） - 成为机构级的infra： • Anchorage…
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Call back一下月初介绍的 $prove ，这段时间的链上状态表现如何～ 先说结论： $prove 在链上的大额行为并不多见，又是一个散户没有啥筹码的代币（笑 统计了自0806以来EOA地址（价值大于50w美金）的表现， 大多为提取后存入质押理财。 价格表现上：…
有些时候，事实就是很反常识的 比如： 市场主要认为是币股以及北美ETF的买单托举了 $eth 的币价支持了涨幅，但是： 图一：在3月底发现了异常，在群里感慨北美时区还在dumping，但亚洲区已经开始展现神秘东方力量，那时对后面发生的 $eth 的狂暴上涨还一无所知（笑.jpg ；…
lovely💗 各个正统native叙事这两天跑的都不错嘛～有看到这条的宝宝么？
不知道什么时候开始养成了这个习惯： 如果一个地址被我verified出来是属于谁的地址，那么就在推上关注他 到现在就变成，经常刷推刷着，时间线里跑出来一个账户，要想半天：你谁啊😑
几个例子：什么是拉涨派发✏️✏️📒📒🤓 1、 $home （图1） 💔官筹在周二晚向bybit派了一笔 数量：3466w 价值：129w home（defiapp）中转地址：BPabE7T4oSJrXxP1i2qwzWULPEgBqudcGvPjypXEKGJF 上次官筹派发是在7月31日凌晨（utc+8），对应币价表现是回撤了18%💔 2、 $magic （图2、3） 💔well…
如果只是看筹码行为的话，ondo mkr未来可要加油啊（握拳.jpg 🤌🫡 差点忘了还有最近链上老鼠聚集的cfg，以及今年以来一直广受机构和老鼠喜爱的syrup（syrup的bd团队很厉害，最起码仅从链上看，是说服了不少机构自掏腰包购入syrup的）👍👍
如果只是看筹码行为的话，ondo mkr未来可要加油啊（握拳.jpg 🤌🫡 差点忘了还有最近链上老鼠聚集的cfg，以及今年以来一直广受机构和老鼠喜爱的syrup（syrup的bd团队很厉害，最起码仅从链上看，是说服了不少机构自掏腰包购入syrup的）👍👍
点击绿色买入按钮前，筹码先拆拆看哇！🫡✍️📒📒 2月份发的这份链上筹码分析框架现在依然适用 🎒🎓🎓 ZK、RWA、流动性质押叙事里的各种token、新老Defi，是骡子是马拿出来溜溜🧐🧐 除非是铁信任的交情，任何信息在没有verified之前就轻易下注是对自己钱包的不负责喔！😤☠️☠️
点击绿色买入按钮前，筹码先拆拆看哇！🫡✍️📒📒 2月份发的这份链上筹码分析框架现在依然适用 🎒🎓🎓 ZK、RWA、流动性质押叙事里的各种token、新老Defi，是骡子是马拿出来溜溜🧐🧐 除非是铁信任的交情，任何信息在没有verified之前就轻易下注是对自己钱包的不负责喔！😤☠️☠️
Q retweeted
The Succinct Prover Network is live on mainnet. Today, we PROVE them wrong.
！！！卧槽 $prove 这就直接上bn现货了？？？ @SuccinctLabs 太有实力了！！！
！！！卧槽 $prove 这就直接上bn现货了？？？ @SuccinctLabs 太有实力了！！！ https://t.co/JyHiEQBZ2z
近1、2年Alts的地狱模式以及龙卷风般的MEME潮，不仅占据了大家的钱包也占据了相当多的心智，各种正统native叙事或被证伪或被遗忘，也慢慢退出了历史的舞台… 但不知道为啥木头姐和她的基金突然在上个月开始call起来ZK叙事！ 妈耶，这类ZK叙事的代币被热炒还是在我阿爷那个时代了！刷到这枚叫做…
这就是数据迷人的地方，遇到确定性的信号吃就对了👌🏻
这就是数据迷人的地方，遇到确定性的信号吃就对了👌🏻 https://t.co/wnop0leJ9e
链上新发现的一个活跃mm，同时也有量化和otc业务貌似，他们的brief做得很棒，推荐看看
出去玩了小半个月，回来一看价格好像也没差太多😂 检查了近期的数据，直接放结论（大白话版）： 如果前面这一个月算是猴市行情，那么接下来可以算是稍微明朗一丢丢但持续性依然打问号… 行情：谨慎偏多，注意仓位控制，可能不是大普涨，所以还是要细心挑选好标哈
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