《从Normies和CyberWish归零想到的》 近期，Normies和CyberWish是bsc上最有爆点的叙事，然而这1-2天都归零了。 傻哥早上和花椒哥分析，是死盘了。 社区里的小伙伴说：bsc上格局不了一点。 为什么会这样呢？ 傻哥做点自己的分析。 1、往往市场优势地位的团队，已经习惯了躺平和思维定式。反而是一些中小所，需要不停做出正ev的活动，才能运营下去。从节奏点看，bsc的资产运营和流动性运营节奏一团糟。也许内部运营规划时，资产、流动性指标、流量和内容，没有充分联动。也并没有对bsc资产和流动性的深刻观察。 2、小鱼池子里都是老演员。bsc里，无论车头还是散户，天真傻傻的人都被割死了。这里的人都是涨50%就出货，这里的人都是老韭菜，老演员。这里的散户是演员，这里的builder是演员，彼此都知道对方是演员。演员们每天都在比赛谁跑的更快些。 3、bsc官方的牌出完了。tst出来的时候，是bsc官方表态要大张旗鼓搞，这是一个大势能，引发了正向猜疑。mubarak出来的时候，是中东主权融资+夫妻meme互动，后有alpha+上合约+投票上币等主力。现在还有啥大牌呢？只剩下自己坐庄拉速通一条了。那么，如果自己坐庄，能上alpha吗？能上所吗？这里有很大的合规问题。因此，暂时看不到能够引发正向猜疑的新牌。 当然，傻哥衷心期待bsc能搞好，能打出意想不到的漂亮牌。

某种意义上来说 $normies 的暴跌就意味着bnbchain 最后一批社区建设类玩家离去 其实我有很多次赚钱出货的机会 但是看着很多人都在车上还是选择了连本金都没有出 当然这也是最后一次了 相对好点的消息是 $memeroom v 反了一些 也就是说bnbchain 上有项目方的项目还是能玩的 所以接下来这条链能玩的就剩下大家最不喜欢的项目币了 也行吧 能拉盘能赚钱就行

cyberwish可能更接近bsc的rfc normies是形似，cyberwish是神似 高强度的持续的互动性 从musk到一姐 从白左智障到雨后小故事 从sol的公域到bsc的私域 ps. 不构成投资建议的

有时候想想挺无语的，今天最大的BSC热点NORMIES只字不提，发一个figure概念的meme图片……这和你BSC有鸡毛关系啊，figure也不是BSC的原生meme呀，你这不是纯纯帮SOL加热度吗…顺便坐实“小偷链”的虚名？ @cz_binance

又冲了两个，第一个成本附近跑了. 第二个 #NORMIES# 买入直接起飞几倍 #BNB# 官方的直接就上车了. 群里保姆式喂饭，这种就是不敢买太多. ca：0x56c7675fab25228a49c666a374a3c7bb94434444 https://t.co/Z2I272AZWy

本质是个套利思维 两条链相同的叙事龙头会收敛到一个应该收敛的比例 虽然买仿盘不算是什么太光彩的事情 但是目前 $NORMIES 和 $rfc 的两者套利空间还是很明显的 一个2.2m 一个100m 我自己在1.8m市值上的车

潜水观察日记 4.17 这几天节奏稍微恢复了下，之前亏基本收复了，之前因为bnbchain 的疯牛段了写日记的节奏，现在在抓回来，这个版本基本也玩明白了：没有庄的情绪盘一定要快进快出当渣男，有庄和项目方的可以钻一下。 1、现在还玩bnbchain 的人其实已经不多了，bnbchain 重新回到废墟状态，好处是能玩的东西不多，资金能集中，坏处是可能没有资金，或者说推特币圈的资金进不来，所以目前能涨的资金来源感觉都神秘莫测，比如之前很火的 $bnbcard ，跌倒底后每天都在一点点涨，还有我提过几次的 $coco，这些大概率有些不为人知的力量在推动，与之对比的是 $normies 和 $memeroom 两个推特资金主导的项目目前我都是-70%，至于庄盘 $biao 没啥说的，tiktokfi 的叙事挺好的，这个叙事能否成立就看庄拉到多少了。目前围绕 @cz_binance 或者 @heyibinance 进行的叙事已经走不下去了，还是让项目本身自己出来跑吧。 2、sol 现在其实已经非常清晰了，有明确项目方的币明显强于社区盘，各种蹭角度只有pvp 选手能玩，盯紧有项目方的币，找机会上车比p本身重要很多，现在就等 $mtn 大力出奇迹，理论上 $dark 是 $ELIZA 而 $mtn 是Ai16z，不知道@mtndao 在准备什么 今天还是在北京，估计还得喝

今天当了一天的P小将，结果是不如昨天我上车一个 #RFC# 赚得多.虽然昨天上车一倍 今天玩了至少7、8个 上午一个大金赚了就应该休息.主要是太累了，还没赚到多少. 记得十二月份才开始玩 meme 每天P很多 那个时候说亏💰的，今天是太闲了 目前还有 #PPPP# #DARK# #Jockey# #MEMEROOM# #RFC# #PUPPET# #NORMIES# 有的是利润 有的还有本 晚上看情况再清一些.太多了搞不过来

从今天开始，我不止分析聪明钱包，还要分析下笨蛋钱包，亏得最多的也要分析下。看看他们是什么思路玩的。因为在这个项目是笨蛋钱包，在其他项目可能又是聪明钱包，都有参考意义。 $rfc 130m 了，天花板又抬高了，我最大的问题是早期看到了但是没上，后面要上也都是小小仓位，因为不确定后面怎么走，反思一下，下一个继续错过。 $DARK 今天上线，多人太空游戏，一会出来了去看看，最近本身也在玩一些web2的小程序游戏，价格也还保持得比较好。 Bnbchain 前天发布了 $DFlow 的推文，但是我昨天才看到，突然想起来很早前有人喊我买了点，但是不记得是哪个钱包买的了。今天的这个NORMIES 我没上，很早有人来问能不能上，看了下前排没打算上，但是开始一直涨，现在浇了。 $om 来了个大浇给，好像有印象看到cz说不知道这个项目的实名信息，但是上了各大交易所，项目方作恶的成本还是有点低的。 #okx# web3 钱包的新一期Cryptopedia还可以撸，价值78w usd的代币奖励，不喜欢承担被浇风险的就去做一些稳定点的事，完成四个任务可以参加瓜分代币。 $kernel 任务结束了，我一共有87000分，现在还没给空投，晚上8点上线。 $wct 明天上线，现在也挖了800多个。

@ARMY_XRP589 AMAZING giveaway to spread awareness across the #XRPL#. I came across @RIZZLE_XRP with the most transparent dev and strong community rizzing up @bgarlinghouse and the entire $XRP space. Since launch 3 months ago this meme keeps on growing and with amazing team members including @XRPDiamond @ProgrammerGuy4 with amazing dedication. This meme has massive potential to on board normies! #RIZZ# $RIZZLE #MemesOnXRP# #Bridge2XRPL#

why i think USELESS coin is the next breakout memecoin 'Cryptocurrency is USELESS... Just a Scam' - Bill Gates this thread is a deep-dive on why i’m incredibly bullish on USELESS coin and my thoughts on its potential but first, let me tell you a story: one of my more recent trades that i'm often praised for is my FARTCOIN trade 'bonk guy is a chad, he turned low six figures to $7.1 million+ on FARTCOIN in 2 months. let's call him fartcoin guy too!' what many do not know is that i first had an opportunity to buy fartcoin at $250k market cap when someone pinged it in The Lab and suggested buying it because it was funny—a mockery of crypto itself! but i faded it several other Lab members tagged me again as it pumped from sub $1m to $20m market cap but i faded them too because i just didn’t get it Fartcoin was already trading over $100m market cap before i finally *got* it i started waiting for a dip and didn’t get one, so i ended up FOMO-buying around $200k worth at a $200m market cap i was hoping for a deeper pullback to accumulate more, but it never came then it just straight on ripped to $2.7 billion market cap this was before the post-Inauguration-induced market meltdown, which led to its price crashing 92% down to $200m that’s when i sized into my famous FARTCOIN perps trade that i’m now known for USELESS feels like i'm being given an opportunity to take that Fartcoin trade again except this time, i *GET* it and unlike the dozens of Fartcoin beta and derivatives out there today, USELESS is its own unique narrative! a brand new narrative with the potential to hit insane FARTCOIN-like levels—all by capitalizing on what almost everyone outside the crypto bubble uses to describe crypto: USELESS be it Bill Gates (screenshot in intro) Harvard professors Wall Street titans like Jamie Dimon or normies on Reddit there’s overwhelming consensus among almost everyone outside the crypto bubble—from billionaires like Bill Gates to academics, celebrity finance figures like Jamie Dimon, and average Reddit anons — that crypto is USELESS and that's exactly why USELESS has the potential to achieve true mainstream memecoin virality in a way similar to Fartcoin because it proves their point—and forces them to talk about it and mock it USELESS is the purest memecoin in the sense that it does not pretend to be a PoW, PoS, L1, L2, AI, RWA or anything coin it literally just tells you it's a USELESS coin and the higher it goes, the more likely it is that the people who hate crypto—from media to billionaires to Reddit posters—will amplify it by mocking it 'hey, did you see that USELESS coin? It had a market cap of $50 m last week and is now worth $100m. what a joke crypto is!' 'BREAKING: USELESS coin hits $100 million market cap!' 😂😂😂 you can't help but laugh so damn hard reading all of those headlines and side comments! to make things more interesting: i'm in about a dozen alpha groups in the trenches elite groups that are extremely hard to get into—some with just a few dozen members you can't pay to get into most: you get invited if you're deemed extremely good at degening and winning big in the trenches and not once have i seen this much confluence across all of them about the potential of a single token to achieve Fartcoin-like virality and success across all of these groups than i’ve seen with USELESS the thesis is simple: all of crypto is USELESS be it BTC, ETH, SOL, memecoins, AI agents... doesn't matter literally everything is useless or at least that is what everyone outside of crypto thinks so what's more attractive to bid than a literal USELESS coin? 😅️️ key metrics aligning to make USELESS the next breakout memecoin i’ve already highlighted the confluence in alpha groups, but there are several other key signals aligning for USELESS: - strong OTC demand: people in multiple alpha groups are asking about size OTC buys - on-chain holders: fastest holder growth of any memecoin launched on LetsBONKfun to date - very healthy chart: held up while most of the trenches were getting nuked; continues to make higher lows = strong accumulation ongoing - CEX FOMO kicking in: i’ve heard from multiple sources that top CEXs are watching closely. KuCoin listed organically (super rare). wouldn’t be surprised if others are silently accumulating - key trenches and memecoin accounts already pushing it: respected voices publicly treating it as high-conviction so, why THIS particular USELESS coin? do you know my biggest regret this cycle? missing the $PEPE trade it was right there in my face... first around $2m market cap, then $10m, then $20m, then $100m but i faded it each and every time for many reasons prior to that a thousand 'PEPE' coins had been launched and none had traction so why bid this particular pepe coin, right? this one had something no other Pepe coin had prior to it: traction, mindshare, and sustained volume and price growth it is the same with USELESS in my book yes, several 'USELESS' coins might have been launched in the past but this is the first one to have any real and sustained traction and if the Pepe playbook is anything to go by, this looks like what will make that narrative stick and go mainstream! to wrap this up every time USELESS pumps: - it mocks all the 'useful' utility coins faking innovation - it mocks crypto as a whole - it reinforces what crypto critics love to say: that everything here is useless - it gives the anti-crypto crowd a new rallying point—and in doing so, gives the coin attention, which fuels it further so take a second and think about this deeply: what’s more bullish than normies talking about a coin called USELESS? imagine checking your exchange and seeing USELESS as the top gainer, up 100% on the day imagine hopping into your favorite crypto groups and seeing everyone talking about USELESS imagine logging into X and seeing USELESS trending does it grab your attention? i bet it does

加密早报 * 每日不能错过的重要信息 * 2025年4月15日 1. 美国债市目前暂时稳住了，昨晚财长贝森特也出来喊话了，说没有证据表明主权投资者正在抛售美国资产。 2. 美联储理事沃勒：在大规模关税情景下，若出现显著的经济放缓，倾向于更早和更大幅度地降息。在较小关税的情景下，降息可能会在下半年进行。预计关税对通胀的影响是暂时的。 3. 川普目前的关税政策暂时稳住了，但是不排除之后还会反复作妖，所以对于现在高度和美股关联的加密市场来说，挺难交易，做做主流波段目前是最好的选择。 4. 链上这两天1M+的小金挺多的，SOL 链上有 #MEMECOIN# #DARK# #RDC# 等等，链上行情一直在。 5. #BNBCHAIN# 上昨晚也不错，一姐发了 #CYBERWISH# 之后，一路飞涨，最高FDV给到了4M+。还有一个来源于CZ 的X ，#NORMIES# 普通人，最高FDV给到了4M+。 6. 凉席直播居然有10W+的流量，可见现在这个市场熊到什么地步了，缺失创新玩法，导致的结果就是大家疯狂吃瓜，口水战等等。 7. CEX 上没什么行情，昨晚 $act $ip 又出现了闪崩的情况，目前这些闪崩应该就是项目方和做市商联合做局，或者有些做市商自己做的局，合约市场做空，然后撤走现货流动性，用不了多少筹码就可以让垃圾闪崩，这就是目前市场的现状，最终原因还是缺少流动性，或者说根本就没人玩了，更别说挂单了。 8. KiloEx 因价格预言机漏洞遭遇攻击，损失约750万美元，接近FDV了…… 9. #KERNEL# 上了BINANCE Coinbase 之后，价格表现一般，目前FDV 在2.9亿美金左右，流通占比是16.2%。 10. 美 SEC 推迟对灰度 ETHE 加入质押功能做出决定，这两天ETH巨鲸没少出货。 11. Kraken宣布在美国上市股票和ETF交易。RWA 赛道将会成为未来的主流叙事之一，其中最大的机会就是股转币。 12. 那个男人又回来了，Strategy花费2.858亿美元增持3459枚BTC 。 13. https://t.co/cJ1wO9IleD 平台被盗，昨天创始人Bob Bodily 第一时间发X称自己清空了资产，目前真正的原因还在调查。 14.比特币生态的创新协议 #methane# 甲烷昨天有一波小涨幅，不过也没啥交易量，目前市场对比特币生态还是不买账。 【行情分析】 昨天律动倡议禁止向大学生推广合约的举动引起了广泛的讨论，其实合约不适合所有人，如果你没那两把刷子就不要去玩合约了，合约的路最终就一条，就是归零，这没什么可说的。 昨晚凉兮的直播引爆各大社区，没事当个娱乐消遣，当故事会听挺好，但你如果当真了那就没啥意思了，正经事还是放在去思考怎么赚钱吧。 目前的市场，建议大家对未来的收益降低预期，只有降低预期之后，你才会做出正确的判断和操作，目前市场缺乏创新和流动性的前提下，整个市场很难再有上一波牛市的狂欢行情了。 比特币短期走势已经很明朗了，最坏的时期也就是上周我们已经度过了，底部的支撑区间也已经验证了，那么未来就一个走势，震荡向上，不过短期突破历史新高还是很难的，这个要到下半年，下半年要么突破直接到15w+，要么突破后做一个右肩顶，到时候我们边走边看。 山寨层面流动性低的就不要玩了，还会有很多个ACT OM 。 【风险提醒】 数字资产波动较大，风险极高，请谨慎参与，杜绝满仓梭哈，拒绝贷款杠杆；