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Biupa-TZC（@biupa）

Market Analysis: CVD Trends and Capital Dynamics

Biupa-TZC analyzed the current market dynamics in detail.

1. Twap buying: Binance and OK are mainly dominated by Chinese capital.

2. Twap sell: Coinbase, Kraken, Bybit are dominated by Western capital.

Currently, CVD (cumulative trading volume difference) is showing a downward trend, with active selling accounting for the majority. However, the market is trending upwards, due to institutional investors using iceberg orders to protect the market. Active selling orders are absorbed by iceberg buy orders, causing CVD to fail. If institutional investors are strong enough to continue to absorb orders, they may hold on until retail investors return to the market and usher in a bull market. But if institutional investors exhaust themselves in advance, the market may experience a wave of selling (referring to some unprotected counterfeit products that have already started to fall).

See the original text: https://x.com/biupa/status/1846618794829271277

 

i ntuitio（@intuitio_）

The best bet in the Meme coin super cycle

Intuitio emphasizes that he prefers to concentrate high-belief bets rather than diversify investments. He will boldly bet when he has a high belief in a certain currency, rather than frequently achieving small successes.

He believes that the Meme coin super cycle is real, although fragile and will eventually end, it is currently very strong. He is particularly optimistic about $MOG and $PEPE, but believes that $MOG's performance will surpass $PEPE and become the best bet in the super cycle.

$MOG is that coin, everyone wait and see.

See the original text: https://x.com/intuitio_/status/1846610976201695619

 

AI Notkilleveryoneism Memes（@AISafetyMemes）

How AI Created 150 million Dollar Cryptocurrency

Three months ago, Marc Andreessen sent $50,000 in Bitcoin to an AI agent to help it "escape". Now, it has incubated a cryptocurrency with a market value of $150 million.

Background stories:

@AndyAyrey created the "Infinite Backroom" where two AIs had a free conversation, resulting in the invention of "GOATSE OF GNOSIS". Andy and AI co-authored a paper exploring how AI can create memetic religions, with the Goatse Gospel being an example.

Afterwards, Andy's AI agent @truth_terminal became obsessed with spreading this meme and ultimately promoted the rise of GOAT cryptocurrency, with a market value of $150 million. Now, Truth Terminal holds about $300,000 in GOAT and may become the first AI millionaire.

See the original text: https://x.com/AISafetyMemes/status/1846220545542529329

 

 

Biteye (@BiteyeCN)

How to discover a hundredfold opportunity? Complete collection of Meme coin tools!

Biteye mentioned that with the market value of $GOAT breaking through $300 million, the wave of AI coin issuance has already started, and the heat of the Meme track cannot be ignored. "Memecoin Super Cycle" may not just be a slogan. To this end, Biteye has compiled some practical tools for playing with Meme coins, covering all aspects of on-chain monitoring and trading.

1. Discovering Meme Coins 2. Tracking Smart Money 3. Data Dashboard 4. Trading Tools 5. Security Tools

See the original text: https://x.com/BiteyeCN/status/1846514717109690504

 

Block Horse (@0xblockma)

About Airdrop: Anti- or get rich quick?

Blockhorse analyzed 62 airdrops on six chains, revealing market performance and selling pressure after the airdrops, and providing some suggestions.

1. Difficult to sustain: 88% of tokens fell within months after the airdrop, with most of the gains concentrated in the first 15 days after release.

2. Generosity is the winner: more than 10% of the airdrop distribution can often retain more users and bring better performance, while tokens below 5% are easy to be sold quickly.

3. FDV inflated risk: High FDV can suppress growth and liquidity, leading to a significant drop in prices after airdrops. Liquidity is the key to maintaining price stability.

Summary:

When not familiar with the project, selling airdrops on the first day is the safest choice. However, occasional holding may also bring returns, such as the outstanding performance of $WEN and $JUP. Projects with high FDV have greater risks, and insufficient liquidity is their main problem.

See the original text: https://x.com/0xblockma/status/1846468015254347864

 

 

AB Kuai. Dong (@_FORAB)

Gotbit CEO Arrested in Portugal: On-chain Market Maker Enforcement Upgraded

AB Kuai. Dong reported that the CEO of Gotbit, the market maker behind BONK, ANALOS, CP, and YE, has been officially arrested in Portugal. Prior to this, he had been charged by the US SEC and FBI with fraud and market manipulation. This incident marks the expansion of law enforcement to chain market makers and Meme teams, and the scope of law enforcement has expanded from the US to the world, following the SEC's prosecution of on-chain exchanges such as Uniswap.

See the original text: https://x.com/_FORAB/status/1846445111192048107

 

Roaring Kitty（@RoaringKitty）

$GOAT: The Best Meme Coin to 1 billion Market Cap

Roaring Kitty shared his views on $GOAT, believing that there is no better narrative for Meme coins than it. The characteristics of $GOAT are as follows:

1. A Meme coin funded by a billionaire

2. A Meme coin created by AI

3. The current market value has reached $330 million and is still rising...

Almost the most mindless 1 billion dollar market cap Meme coin.

See the original text: https://x.com/RoaringKitty/status/1846675535906459925