In the past few days, the discussion on Twitter about "steak farm" has intensified, and I continue to share a few of my views along with the last tweet: 1. Whether it is narrative trading or address mining, the core purpose is to make a profit, if you want to prove that your methodology is effective, the most convincing is always the real market record + operation logic, just like secondary trading, no matter how long the analyst is, it can only be regarded as "for reference only", and the trader's view that can continue to be profitable after the market test is really valuable. Talk is cheap, show me the wallet. 2. I respect everyone's right to share, but I don't agree with the large-scale disclosure of the so-called "dealer cluster address", the main reason is that as mentioned in the previous tweet, this kind of information is reflexive, when it is understood by most people, it has become invalid information in itself, and it cannot play any role. The so-called banker refers to the project party with the ability to control the chips, the dealer is also to make money rather than do charity, the logic of retail investors buying is to pick up the car to eat the increase, if there are more pickpockets, it is bound to increase the difficulty of pulling the market, which in itself contradicts the purpose of the steakhouse? 3. Recently, "Grill Village" is so popular, in the final analysis, it is because the liquidity on the chain is not as good as before, and everyone who has experienced AI Meta in November last year knows that at that time, any hackathon project issued coins, it could be migrated from the internal disk and bought 10M, almost one per day, and the overall quality is good, and it can rush to 30-50M in a few hours, how can there be time to listen to your grunting address analysis. At present, those that can reach this height purely by narrative, such as Gork and Ani, appear frequently about once a week, and most high-cap tokens have traces of control, which naturally promotes the market's research on "grilling". 4. I have always had a point of view, that is, the process of collecting monitoring addresses is best done by yourself, rather than using ready-made ones directly. Because every smart money has its own style, some are fast in and out, some seize early opportunities, some see it and take heavy positions, and some ambush potential coins, if you don't understand the operating habits of these addresses, just blindly follow, it is difficult to have good results. I use address monitoring as a source of information, through monitoring to know a certain coin, and then understand the narrative myself and decide whether to buy or not.

One trade with conviction is all you need.

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In this wave of Bonk ecology, I am more seriously short, mainly because I have been in a semi-rest state in the past few months, and my sensitivity to the market is not as high as before. I thought that the first wave of LetsBonk would be like all kinds of launchpads that sprung up after the rain, but I didn't expect it to make a strong comeback after half a month of silence, not only running out of a 300M $Useless, but also surpassing PumpFun in terms of daily token issuance, revenue and other data. The most regrettable thing for me is that instead of missing the faucet $Useless, it is $GP. Because I have been paying attention to the former since the opening, but its second wave of launch completely exceeded my expectations, and later Bonkguy @theunipcs also replied to my Twitter with Chinese at 100M to introduce this coin, and my operating habits rarely chase high, so this is not the money I should have earned within my cognition. $GP is that after the LetsBonk platform gradually strengthened, it also gave a lot of time to get on the car, and the proportion of funds used for repurchase and market value of the platform's revenue is also obvious data. Yesterday, I looked around the tokens on LetsBonk, and finally chose to buy $memecoin @thememecoincult, its narrative is actually relatively simple, that is, the word "meme coin" is used as a ticker, which is easy to spread and easy to rub the heat, and the main points that attract me are the following: 1. Yesterday, LetsBonk announced that it will allocate 1% of its income to the marketing fund and use it to buy back the top tokens in the ecosystem, and $memecoin is currently in the market capitalization of 2~5, which is the first echelon after the leader, and there is a high probability that it will be repurchased. 2. In this wave of rapid pull-up from the market value of 1M, the proportion of large $Aura addresses in the front row is very high, except for new wallets, and $AURA is one of the most powerful coins in recent market makers. 3. $memecoin the earliest core figure of shouting orders is @missoralways, and he is also an English-speaking KOL I have been paying attention to for a long time. 4. After this wave of pull-up, Ming Pai joined the group, including @XbtPika, @0x_Darius and others, and it can be found that the CTO Twitter of Chillguy, Pnut, Mubarak and other tokens have interacted with $Memecoin in the past few days, which shows that this wave of people has rich CTO experience. 5. @Ed_x0101 and @0x_CryptoAu, which are highly familiar with the Bonk ecosystem in the Chinese area, have also tweeted and introduced them, and they have a certain degree of dissemination in the Chinese and English communities. 6. This kind of spiritual and cultural Meme has Cult attributes, and if the community is properly operated, it will often have a longer life cycle than popular event Meme coins The above is just to share some of my personal perspectives and thoughts when choosing Meme targets, the market is also in a pullback, please consider and pay attention to the risks.

Playing on-chain Meme, I personally think there are two main methodologies, one is narrative trading, and the other is address mining, the former focuses on the smell and sensitivity of the market, and the latter focuses on careful study and analysis of data. Not only do they not conflict, but they often need to be used in combination. They also correspond to the two driving forces required for the rise of tokens, namely the joint force of the market and retail investors, and the pull of bookmakers and whales. Narrative trading, the focus is on what kind of story the token tells, whether it can resonate with the market, and how far a token can go based on the background of the event, innovation, popularity, etc. For example, $Ani and $Gork are narratives spawned by Musk's new products, which are both influential and interesting, and are easy to spread; $Trump, $Pnut, are contributed by major political-related events; Last year's AI hackathon market paid attention to Dev resume and industry status; $Neiro, $Pochita is a derivative of the Dogecoin concept; $Fartcoin, $Useless emphasizes crypto nihilism. When the market sentiment is good, retail investors are highly motivated, and there is a lot of liquidity, the narrative itself can give birth to Meme coins with a market value of tens of M or even higher, and when the market is bad, it is necessary to rely on the market maker to control the market and attract attention through the increase, typical of which is the recent $Aura, which has been pulled from a state of almost zero to 230M in a few days. To catch this type of banker, the most suitable way is to dig the address, analyze whether there are clusters of pull addresses and their intentions, or find clues through the previously accumulated address library. The disadvantage of this method is that it is very time-consuming, because the pull address is often changed frequently, and the second is that even if traces are seen, once the bottom chips are not firmly controlled, the dealer can choose to abandon the market, and the initiative is completely in the hands of others. Whether it is a big KOL on Twitter or a car on the chain, most of them are mainly narrative transactions, this is not because the address mining is not good, in the final analysis, it is because it is reflexive, once a certain pull address is shared, and more and more people know, it means that the resistance to pull is getting bigger and bigger, resulting in abandonment or changing addresses. In contrast, address mining is a technical activity that is only suitable for small-scale sharing, while narrative transactions need to reach as many people as possible, after all, consensus is the core of the narrative.

A glance of fake news can make FTT pull thirty points, and there are still many fools in the currency circle

Well, Pump opens, and the price on the chain is $0.0058 as of now, whether you are hedging or playing directly, as long as you participate in the public sale, you will make money. I expressed my opinion as soon as I was leaked on the No. 8 Gate, and I wanted to take a heavy position half a month ago, even if the market share was surpassed by the Bonk platform at that time, I would still choose to participate. What kind of painting style is in the comment area, yin and yang weird, cynical, rumor-mongering that I collect money to advertise, and even direct personal attacks. Now let's see, who is the clown, why can I single coin A9 and these people can't even eat? Skill issue.

This wave of copycat empty orders was beaten, and most of the positions had been closed with profits, leaving only some long-term empty cottages, but the news of Pumpfun's coin issuance I judged that it would suck the blood market, and it was empty again, but I didn't expect the pie to lead the charge. The cryptocurrency circle is changing rapidly, and there is no single strategy to make money without a brain, so you must plan well for every transaction and consider what to do if you make a mistake. Congratulations to all the friends who have eaten meat at a new high in flatbread!

Why many big cars at home and abroad have "retired" their main wallets and switched to small or new wallets, take my own wallet as an example, guess the reason: 1. Follow-up A complete process of being copied is: buy the head wallet - buy the bot with fast copying - buy the bot with slow copying - sell the bot with fast copying - retail investors see the monitoring manual buy - retail investors who open positions in advance sell. In this process, most of the products themselves are not natural buying, and some of them are consumed by the fast copy bot and the ambushed retail investors, which instead forms a short- and medium-term selling pressure on the price trend, and the only benefit may be to let the market's attention focus. Like my wallet, buying the inner disk will be directly filled with copy, so I basically can't and can't buy a small market capitalization of the currency, even if the market value is slightly larger, buy a 2m coin can be copied to 6m, it forms a very embarrassing situation: there are not so many 10 times more than the big golden dog, usually many small golden dogs can eat a 3-5 times, even if it is good, but the moment I bought it reached the expected point, selling to be said to cut the copy, but also affect market confidence, do not sell and watch the copy Bot and ambushed retail investors smash the market , which greatly affects the operation. 2. Conspiracy theories This has a big impact on the front of the car that runs Twitter and the community, even if you have a clear conscience, no one likes to be deducted for no reason. With the increasing power of all kinds of monitoring software, it has basically become the standard configuration of players on the chain, and if you buy and make money with the front of the car, you will feel that your judgment is accurate, but when you lose money, you will start all kinds of conspiracy theories. After staying in such a public opinion environment for a long time, it is inevitable that the mentality will be affected, and these big cars at home and abroad have basically proven themselves, and they no longer need to live in the spotlight, so they choose to use a new wallet, and it is easier to play how they want. The above two points are the main reasons why more and more car heads are switching to the new number of trumpets, but this also brings a disadvantage, the biggest advantage of the chain has always been open and transparent, the easiest way to judge the true level of a KOL is to look at his public wallet profit and loss records, if there are fewer and fewer cars willing to operate with open cards, there will be an opportunity to fish in troubled waters, but the overall environment will become worse and worse.