I saw that Brother Naisi @cryptocishanjia achieved nearly 4 times the profit on TAG, and I have some thoughts.
Brother Nizi has always insisted on flipping stones for gold. This strategy indeed has a good risk-reward ratio, because you will have a relative advantage in information on certain niche projects. As long as you are willing to spend time and effort to find information and analyze it, you can gain this advantage.

There are rumors that CZ personally is getting involved in BNB micro-strategies. If it's true, then it could be a good opportunity to lie in ambush for BNB on-chain tokens.
CAKE, TUT, and CHEEMS are okay, but I've become disillusioned with memes now; after looking left and right, CAKE is still the best choice.

In your imagination, what is the use of stablecoins?

In my opinion, as long as PancakeSwap raises its prices slightly, it can greatly increase its net profit, and the project will receive more funds for multi-chain development.

Bought some SSV casually, earned 35% in a little over a week;
CAKE heavily invested, 10% return in 2 months;
I used to be an E guard, but after selling it at 2700, I have never bought it back. Now I can no longer afford E.

Recently, whenever I express my thoughts, my wife says it's just like old Deng's remarks.
She told me that anything that carries a preachy tone is all about Lao Deng.

Ethereum is a technology company, ETH is a stock not an asset.
Ethereum has risen like crazy recently, Ethereum is a decentralized communication network, we use ETH's network channel for token information communication, this communication needs to pay a certain fee, different from ordinary network communication, the more people use, the more technology develops, the lower the communication cost. The marginal cost of the Ethereum network is increasing, the more people who use it, the more expensive the network is, and at the same time, because the more people use it, everyone expects the value

Everyone uses the ETH network channel to communicate tokens, and they need to pay a certain fee, and the profit growth of this business model is limited.
ETH is not an asset, it is a stock of a technology company, and only BTC is an asset in the cryptocurrency circle.

Reading Munger allows us to understand the importance of multi-dimensional thinking models in investment decision-making. Among them, the "decision tree thinking model" emphasizes that every potential outcome should be evaluated in conjunction with its probability of occurrence, thus deriving the expected return or risk.
Taking the Kamino protocol as an example, we can analyze its potential investment value using a decision tree approach:
1. As a leading lending platform on Solana, Kamino has a probability of over 90% to maintain its dominant market position. This assessment is based on its fi

Among the current 3 lending protocols, I am most optimistic about KAMINO.
AAVE's TVL is leading the pack, with Defilama showing a TVL of $27B, while its own official website states $25B. The net profit for the year is around $80M, and the current market cap is $4.9B, with a PE ratio of about 60 times and an MC/TVL ratio of approximately 0.16. The market has high expectations for it, positioning it as the future on-chain Citibank, with no competitors in the EVM ecosystem. The token is almost fully circulated, and a buyback mode has been initiated. However, I am personally not optimistic about t

Four visions for stablecoins in the next five years
1. Some stocks will be issued directly on the chain and will need to be purchased with stablecoin.
2. The settlement of international trade will begin to use stablecoins, but for ordinary users, they will not feel it; they will just feel that the speed at which they receive US dollars has increased compared to before.
3. Each country will issue its own stablecoin, and Ethereum will become a complement to the SWIFT system and will eventually replace SWIFT.
4. Most banks will support stablecoins, and the boundary between on-chain and off-chain

Stablecoins are the last Alpha opportunity in the crypto world.
I saw on social media that headhunters are frantically recruiting product managers who understand stablecoins, and I noticed partners from large web3 companies starting to get involved.
No matter if it works out or not, I have to go for it this time and leave no regrets in the crypto world.

Musk ultimately chose politics.

The Hyperliquid ecosystem will be a paradise for Defi protocols, with a steady stream of profits coming from users trading perpetuals.

The market is too dull, let's have a big dump, I will definitely go Full Position.