近期focus大家的心理健康之 关于情绪—每个人对事情的感受都会不同，别评判任何对错。情绪背后肯定有它产生的原因，问问自己为什么会这样感受；而这些感受最终影响着行为很多时候真在舍本逐末。有没有足够了解自己呢？无论什么关系，本质才是最重要的。
𝖲𝖾𝖽𝗎𝖼𝗍𝗂𝗈𝗇 𝖺𝗇𝖽 𝖽𝖾𝗌𝗍𝗋𝗎𝖼𝗍𝗂𝗈𝗇 𝖼𝖺𝗇 𝗌𝗁𝖺𝗍𝗍𝖾𝗋 𝗒𝗈𝗎𝗋 𝖿𝗈𝖼𝗎𝗌，𝗅𝖾𝖺𝗏𝗂𝗇𝗀 𝗒𝗈𝗎 𝗁𝖾𝗅𝗉𝗅𝖾𝗌𝗌 𝖺𝗇𝖽 𝖼𝗈𝗆𝗉𝗅𝖾𝗍𝖾𝗅𝗒 𝖺𝗍 𝗆𝗒 𝗆𝖾𝗋𝖼𝗒．Ebony • Bikini • Goddess
区块链行业到底发生了什么：关于VC：- 上个周期节奏正常的VC都赚钱了- 这些VC本周期都3-10倍扩大了基金规模再次融资，导致手上钱太多- 但好项目又不够多，但又必须花出去，所以稍有姿色的项目都会增加轮次融资抬高估值，拿到自己并不需要的钱- 三年前已经做死了的老项目，也能出来蹦哒拿到新一轮VC融资- 这也大幅提高了好项目的VC成本和币民心理预期- VC也不傻，项目方也不傻，本质变成了割LP的游戏 - 其他项目投完发不出币，开会时面面相觑，互相尴尬- 好不容易有一个好项目发币了，赶紧重点PR，6个月或12个月后只能解锁即卖币，之前没解锁也得想办法先卖币/套保- 总之，VC不赚钱，LP最惨关于新项目：- 因为成熟founder做小项目或大项目投入的时间是一样的，卖币也是一样卖，所以他们只会做大项目- 大项目 = 高估值 = infra- infra扎堆出现，但是上面又没有应用/真收入，所以只能自己补贴/刷量- 自己的钱哪儿来？VC那来，反正是免费的- 因为已经明白了上币开盘Playbook，明确目标开盘卖币，所以都会高估值开盘，然后卖出最少的币，换来最多的钱，然后市场买盘枯竭，但还是要卖币，不卖币是不可能的- 一个币开盘第一波买盘结束后只能跌，结束的时间一般是1-3天，基本撑不过三天- 之后制造波动，继续卖币- 如果市场好，偶尔上一上涨幅榜，然后继续卖币- 总之，做项目的第一性原理是卖币；极少部分项目创造价值（或者靠耍赖）靠协议收入- 部分刷量项目，撸毛也都是假用户项目，上线即等于归零，没有任何交易量，对于这样的项目，市值毫无意义关于老项目：- 死透的项目用三年前投的相对优质Captable再次融资（其实和那些基金都没联系了），大部分用KOL round，少部分找基金接盘- 为了上bn，继续融资刷数据，但还是没真用户，也没有真用例- 其实也上不去bn，所以两条路，贿赂其他交易所/dex上币- dex上币=归零，贿赂交易所=归零（贿赂的钱得卖币赚回来）- 总之，这类型项目只能归零，因为他们大概率不会好好做了关于头部交易所：- 交易所对项目方提供的服务的等于链上的池子- 给一个币加池子，对项目肯定是好事儿- 所以项目肯定要给交易所钱，这是无可厚非的，符合商业常识- 交易所有需要取悦的对象，也就是大户- 符合大户利益的项目，需要上，所以LRT都得上- 符合自己利益的项目，需要上，所以投了的得上，有用户的得上，新东西得上，能竞争别的交易所的得上- 因为流动性就是王，所以上交易所成为了做项目最重要的一环- 交易所起到了用户教育、流动性提供的重要作用，应该获得重要的地位和匹配的利润- 那你的本金他就默默收下了：）综上，做项目变成了创造一个虚幻的东西，不用做东西了，只要能卖币就行，因为本质就是制造乌合之众，然后卖币既然这样，VC币和meme币就没有区别了关于eth：- 大户改变思路，变成pos，反正不是pow，也不是炒币思路，更不是入金买单思路，就是白嫖思路。- 大户不参与真正的建设，指对eth币价有直接正面影响的建设，包括但不限于，做memecoin，拉盘优质memecoin，创造独特的eth邪教文化等。总之，他们不作为- ETH本周期唯二的买入理由就是再质押还有ETF，但是这个跟散户又没什么关系，所以ETH本质上没有好的强有力的，一下就能说明白的买入理由。- ETH依然有最多的开发者，最多的节点，最多的生态项目。依然是最健壮的区块链。- 但是ETH上的这些项目都心怀鬼胎，想把自己的空气币卖到散户头上，只让他们自己赚钱。- 总之，ETH上散户不好赚钱。关于SOL：- 大户抱团，大户格局大，大户了解散户在想什么- 大户的量级是40w-2mil个sol，他们花1wsol做个所谓的邪教memecoin或者找认识的人做个memecoin，简直不要太轻松- 抱团拉盘meme，做一大堆小池子的memecoin，送到100-500mil- 散户看到这么多memecoin眼花缭乱并且疯狂fomo- KOL通过喊单赚取注意力，并且完成财富转移，而且这些币还真涨- KOL形成梯度和喊单区间，Hsaka，Ansem等顶流一档，一些100k followers一档，其他的一档（这些主要是KOC），分别喊不同市值范围的币，大概是500mil+，100-500mil，还有10-100mil，以及10mil以下的彩票选手。- 这样增加了sol的生态系统活力，并且让散户给他们的SOL抬轿子- 因为散户都持有SOL，所以自然形成了SOL maxi军团，而且SOL flip ETH情绪在散户中甚嚣尘上，这些人获得了memecoin的快感，忘记了SOL的回滚风险，以及他们手里的memecoin本质是空气- SOL进入正反馈循环阶段，main character喊单，散户继续fomo，继续喊单继续fomo- 什么时候结束？不知道。当大家对memecoin反感的时候结束吧。- 总之，SOL成为本周期最好的赌场，最好的赌场筹码，所有人都需要SOL判断：- memecoin supercycle成立，前百市值币出现20个memecoin，大量memecoin在100-300mil之间，主要在sol上。- 出现成功memecoin focus CEX- 项目继续高市值开盘，但是开盘估值会显著下调，PR稿说项目方估值合理化大批出现（有项目方已经这样做了，从线上看结果不错，格局大，爱惜羽毛）- VC下一轮只能找web2融钱了，他们对行业很眼红，但与LP汇报会很痛苦- 不向VC过度融资（甚至完全不融资）的高质量真用例项目开始出现，使用其他更加decent的方式进行利益输送- 真正创造价值的审计/安全公司慢慢开始受到重视，优质审计成为行业的重要部分：BlockSec、Hexagate、Hypernative- 对于非meme项目，市场回归对有真实收入，真实垄断性，真实用例的项目的青睐（希望他们会有创新性的将代币和业务关联起来的方式）- 下一轮是真实应用周期致我的读者：- 买btc，放冷钱包，大爷大妈都来的时候卖一部分，爸妈骂你是傻逼的时候买一部分，其他一直拿着，不要告诉任何人- 想办法从VC/项目方手里拿钱：做项目/给项目做服务- 想办法从其他散户手里拿钱：给散户做服务- 不购买VC币，尤其是高市值VC币（结局：跑不赢btc）- 尝试购买10mil-100mil的SOL memecoin，并在其100-500mil的阶段卖出- 不参与老项目，上个周期没发出币，是有他的原因的- 验证所有你看见后想认真了解的信息，如果不能验证，默认是假的- 识别价值内容账号，给他们更多互动（<1%账号还在做这样的事)
The Communist Party of China (CPC) is a party that places particular emphasis on theoretical and ideological debates. The Reform and Opening-Up has undergone several major policy adjustments, and prior to these adjustments, debates emerged among various groups such as the Old Leftists, neo-conservatives, New Leftists, liberals, neo-statists, and popular nationalists. The adjustments of political direction of the Reform and Opening-Up sought compromises within these debates. In other words, ideological shifts typically preceded changes in political direction. For example, towards the end of Jiang Zemin's era, elite groups began to consider shifting the focus from economic development to a path of coordinated development of the economy and society as the center. This transition indicated that economic development was no longer the absolute priority. This shift set the tone for the political agenda of Hu Jintao's administration. However, at that time, few perceived that deviating from a purely economic-centered path meant that economic affairs would no longer be the top priority. The Xi Jinping administration has continued along the path set by Hu Jintao, but with a notable difference: the coordinated development of the economy and society has given way to regime security as the primary concern.To grasp the complexities of the Xi Jinping era, one must look into Xi's predecessors, as the Xi era did not emerge through a sudden rupture or discontinuity.
When you tear the wounds of your past in front of the public, you will become the focus.The words of the crowd hold you high ，and also turn into ropes to hold you down in the same place .You had better always be this wounded image ，and not have a second look.
Wanna play? a) yesb) im up alreadyc) lost focus, whats the game?
I would like to thank everyone for your care and support, be it writing letters, showing support on X, or in any other form. They all mean a lot to me and keep me strong. I will do my time, conclude this phase and focus on the next chapter of my life (education).I will remain a passive investor (and holder) in crypto. Our industry has entered a new phase. Compliance is super important.A silver lining of this whole process is that Binance has been under the microscope. And funds are SAFU.Protect users!
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大変申し訳ございません。予約設定に不具合があった為11/27(水) 21時~予約を開始させていただきます。12月8日(日)BOCCHI。撮影会❣️🔸スタジオPastel Studio東京都新宿区山吹町340番地🔸予約は11/27(水) 21時~よろしくお願いいたします
Don’t focus on Giuliani, focus on the goodfella who moves from the back to the left of screen. That dude has definitely put concrete boots on a few people.
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🇦🇪 DUBAI TOUR 🇦🇪🐪Your Dream Session w/ @IconGulfDate:🔥 1 - 15th November 🔥 "This week I want to focus on Femdom newbies - those who are ready to fulfill their long-time dream and attend a real BDSM session for the first time. Experienced ones are always welcome!😉"
you don’t fix the declining birth rate with subsidies or financial incentives. the “kids are too expensive” argument is a convenient cope. people claiming they can’t afford children are usually rationalizing deeper issues: they just don’t want them. having children is as expensive as you choose to make it, and for all of human history, people with far fewer resources managed to raise families.the problem isn’t financial; it’s cultural. we live in a society that has systematically psyopped and brainwashed people into believing children are a burden, not a blessing. women are told that motherhood is a sacrifice and a hindrance to their career, as if chasing corporate promotions or vanity metrics is more meaningful than creating life. men are infantilized and taught to fear responsibility. worst of all, we’ve cultivated a nihilistic worldview that makes people see no point in building a future.the solution starts with changing the culture. we need to instill pride in people: pride in their ancestry, their legacy, and the future they could create. optimism about what’s to come has to replace the relentless doomscrolling of modernity. kids aren’t just an "expense"; they’re the greatest investment a human can make, and we need to start celebrating that.in the short term, the most realistic strategy is doubling down on those who already value family. focus on motivating families with 2-3 kids to have one or two more. it's much easier to expand a family than to convince couples to start from scratch when they've been ideologically poisoned against the idea.finally, we need to stop glorifying the miserable, atomized single life and the media narratives that turn parenthood into a joke or tragedy. yes, parenting is hard, but everything worth doing is. the joy and purpose it gives far outweigh the sacrifices. once we get that cultural shift rolling, the financial complaints will fade away like the convenient excuses they always were
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Selfie with CZ should not be used as promotion.Instead focus on building!@cz_binance
