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Aunt Ai (@ai_9684xtpa)

How to determine if a market maker is truly involved in market making?

Auntie Ai analyzed how to determine whether a market maker is truly involved in the market making of a project through the GOAT case.

1. Verify position: Wintermute holds 10 million GOAT and the contract address is correct to avoid the project party using the same name token to mislead publicity.

2. Funding source: Four early entry addresses were traced to transfer millions of GOAT to Wintermute, and these addresses have accumulated profits of more than 11.63 million dollars.

3. Operation behavior: After receiving the token, Wintermute transfers 1 GOAT confirmation address and distributes the remaining tokens to other addresses, indicating that it may actively participate in market making.

4. Continuous observation: It is necessary to continue to monitor their frequent trading behavior and further confirm their participation in market making.

Typical market-making example: Wintermute participated in NEIRO market-making, holding 4.35% of tokens and actively trading.

Features for publicity only:

Project party airdrop

Airdrops to market makers and celebrities

Market makers have no trading operations

Community outreach exaggerates participation

See the original text: https://x.com/ai_9684xtpa/status/1847123642288951490

 

Eric (@CycleStudies)

EMA direction represents trend

The EMA moving average group of Bitcoin is currently opening upwards, and the operation strategy should be mainly long. Low-risk long positions are usually around EMA20 or EMA50. Continue to go long until the direction of the EMA group turns downwards.

See the original text: https://x.com/CycleStudies/status/1846942715214500070

 

-intuitio（@intuitio_）

Bitcoin bull market is about to trigger a huge season of counterfeit products

Intuitio predicted the future trend of counterfeit products by reviewing the situation of Bitcoin breaking through historical highs in 2020.

Last time Bitcoin broke through its historical high in 2020, the Bitcoin dominance rate rose by 14% within 18 days, causing counterfeit products to stagnate. However, the Bitcoin dominance rate subsequently fell sharply in the next 4.5 months, ushering in a huge counterfeit products season. The same situation is about to happen again. The initial rise of Bitcoin will suck up the liquidity of counterfeit products, but it will then be returned tenfold. Get ready for a huge counterfeit products season.

See the original text: https://x.com/intuitio_/status/1846524588609446330

 

 

-Arthur Hayes （@CryptoHayes）

Crypto investment strategies in the context of Middle East tensions

I went skiing in New Zealand in the first two weeks of October, but the recent Israel-Iran conflict made me refocus on Financial Marekt. The geopolitical tensions in the Middle East are like the "persistent weak layer" in avalanche science - a persistent risk that could trigger significant fluctuations in global Financial Marekt at any time.

With the escalation of the Israel-Iran conflict, key concerns for cryptocurrency investors include rising energy prices and the potential impact on Bitcoin mining. If energy prices soar due to attacks on oil infrastructure, Bitcoin as a "digital energy storage" may rise in fiat currency prices. The question now is whether to continue buying cryptocurrency under these risks or temporarily hold cash and US Treasury bonds.

Although Bitcoin is resilient, the Meme coins and other speculative assets I hold face greater risks. I remain cautious, adjust my positioning, and wait for better entry opportunities, especially in the pre-sale token and Meme coin fields.

Original link: https://x.com/CryptoHayes/status/1846332543886676151

 

 

- 0X Sanzang (@0xsanzang)

Why is "finding Zhuang " useless?

1. The banker and the smart people have long expected the behavior of the average person. The tools and information are outdated, and it is difficult to make a lot of money by "finding the banker's big law".

2. What the banker wants you to see is what they want you to see. There is no cost for them to change wallets, and they don't care whether they are tracked or not.

3. The ratio of smart people to ordinary people is about 1:1000, and the competition among smart people is more intense. Ordinary people use simple methods as the right way.

See the original text: https://x.com/0xsanzang/status/1846781914692440150

 

Jason Chen (@jason_chen998)

Profit models and coping strategies of market makers

Jason Chen explained how market makers make money and how project parties and retail investors can choose market makers correctly.

1. Passive market-making and active market-making: Market makers have two ways to provide liquidity passively and actively participate in price-raising. Regardless of the model, the essence of market makers is to earn the price difference through price-raising and selling.

2. Ideal situation: After the market maker borrows the currency, if the price of the currency rises, he can call-over at a low price and sell the currency to make a profit. Profit = the profit from selling the currency - the cost of pulling up the price - the cost of call-over.

3. Non-exercise situation: If the currency price is lower than the exercise price, the market maker will choose to return the currency and not exercise the right. At this time, selling at a high price and repurchasing at a low price can earn the price difference.

4. Malicious smashing: Some unruly market makers directly smash the market at the opening, repurchase at a low price and return it to the project party, gaining huge profits from it. Such market makers usually bully small projects without background, while large projects dare not operate in this way.

See the original text: https://x.com/jason_chen998/status/1846734062716965371