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Boop.Fun leading the way with a new launchpad on Solana.
Although the queen has temporarily stepped back from Twitter, I still wanted to learn from her insights on memes, so I scheduled a call last Saturday, and we ended up talking for nearly two hours. I've been wanting to organize the discussions about the market lately, and it turns out that Brother Sun has already written about it.
I used to understand information asymmetry as the speed of obtaining information, but now I realize that the more critical aspect is the understanding and judgment of that information—
The same information in different hands can lead to completely different decisions and outcomes.
Recently, many people have said that tools are becoming more specialized. Although the speed of obtaining information has increased, the wealth effect has weakened. This is actually a necessary stage for all rapidly developing markets—from blue oceans to red oceans, the information gap is narrowing, the barriers to entry are rising, and competition is becoming increasingly fierce.
However, real opportunities do not disappear because of this. The forms of hot topics are changing, but the underlying abilities of cognition and judgment can continue to accumulate.
It's just that many people choose to give up when the market is sluggish, and become impulsive when the market is hot. The kind of focused investment of more than ten hours a day is an extreme test of willpower.
When the wind comes, those who can fly are often those who persist in evolving and quietly accumulating even on windless days.
After all, it's because I don't want to run today that I choose to run.


6.8. klo 13.30
Recently, I have become more and more aware of what it means to be "beauty in the period of economic upturn".
When playing on-chain last year, wallets were business cards, and many players first became smart money and were monitored, and then gradually became famous after being found on Twitter along the address.
This year, new KOLs have sprung up like mushrooms after rain, but there are very few real operations with open addresses.
Last year, good stories emerged one after another, including the new pet of the Dogecoin owner, the hippopotamus adopted by V, the goat funded by A16Z, the squirrel that Musk called "saving the United States", the AI hackathon of the official Solana platform, and even Trump personally issued coins in the end.
This year, in addition to several major launch pads, there are only a handful of attractive narratives, and the most discussed is the grill, pickpocketing, there is no conclusion about what is a village, and it is somewhat a bit of a reason to push the reason from the results.
Last year, everyone had a dream of 1M per coin, and there were stories of several diamond hands circulating in the rivers and lakes, and everyone would rejoice when they bought their own coins at monitoring addresses, knowing that they would not sell easily.
This year, many groups are proud to pour on the front of the car, and the highlight operation of life is to buy 500k with a market value of 100k and sell 500k.
Is all this because the newlyweds are very good? Of course not, the times are progressing, tools are improving, players will only become stronger and stronger, and it can also be seen from the tweets of some bloggers that cognition and logic are very online. In the final analysis, it is the general trend of the market, on the one hand, Trump's wife and the Argentine president have taken away a huge amount of on-chain liquidity, and on the other hand, Binance's Meme spot that is no longer on SOL has suppressed the ceiling, and it is difficult to create heroes in the times.
On the optimistic side, there are still dividends in the currency circle, and both bulls and bears have always had opportunities. It is not known in what form the next big narrative will appear, but it can only accumulate over time and be prepared, after all, people's fate is often determined by those most important choices.
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