周期教授
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The cryptocurrency bull market has arrived. Here is my understanding of good assets; feel free to add.
$BTC is irreplaceable as the top allocation.
Outperforming BTC: eth sol bnb hype zec
The four major US stocks: crcl hood coin mstr
Strong breakout potential: xrp doge sui okb uni aave
Early stage to watch: pump pons aster
Personally, I believe that for portfolio allocation, Bitcoin should account for 70% or more, with half of the remaining 30% allocated to assets outperforming Bitcoin or the four major US stocks.
Also reserve 5% to participate in new opportunities in the industry. The opportunity in the cryptocurrency sector lies in high-speed circulation—early believers sell to later believers. If the bear market lasts long, it will ignite in technology and capital, with explosive power surpassing long-term sustainability, but one must learn to judge.
The buying point is definitely in the early controversial zone, while selling is at the moment of widespread discussion. The more discussion, the more retail investors are concentrated; retail concentration zones are minefields. Meme coins born from the attention economy will quickly test this range.
Don’t get overly excited internally; seeing others make money and rushing in recklessly, buying chaotically, is unwise. Everyone has different ways to profit; finding what suits you is most important. Meme coins suit high-energy people, while contracts suit those with mindset, discipline, and unity of knowledge and action.
In the big cycle, continuously accumulating spot assets is the right path for ordinary people. Keep a sustained bullish view on Bitcoin’s rise. This path may seem slower, but over time, with compound interest, your wealth can reach a new level
The cryptocurrency bull market has arrived. Here is my understanding of good assets; feel free to add.
$BTC is irreplaceable as the top allocation.
Outperforming BTC: eth sol bnb hype zec
The four major US stocks: crcl hood coin mstr
Strong explosive power: xrp doge sui okb uni aave
Early stage to watch: pump pons aster
Personally, I think if you are making allocations, Bitcoin should be at 70% or more, and the remaining 30% should have half allocated to assets outperforming Bitcoin or the four major US stocks.
Also reserve 5% to participate in new opportunities in the industry. The opportunity in the cryptocurrency industry lies in high-speed circulation, where early believers sell to later believers. If the bear market lasts long, it will ignite in technology and capital, with explosive power greater than long-term persistence, but you need to learn to judge.
The buying point must be in the early controversial zone, while selling is at the moment of widespread discussion. The more discussion, the more retail investors are concentrated. The retail concentration zone is a minefield. Meme coins born from the attention economy will quickly test this range.
Don’t get overly excited in your head, rushing and buying chaotically just because others are making money. Everyone has different ways to profit; finding what suits you is most important. Meme coins suit high-energy people, while contracts suit those with mindset, discipline, and unity of knowledge and action.
Follow the big cycle, continuously accumulate spot assets—that is the right path for ordinary people. Keep optimistic about Bitcoin’s rise and the cryptocurrency industry. This path may seem slower, but over time, with compound interest, your wealth can reach a new level.
AI infrastructure will definitely bubble like real estate, but I think we are still very far from the bubble stage, just like when the big fool Chun made a huge profit from buying a house.
Most people still don't know what an intelligent agent is, and most people haven't started consuming tokens yet; this is an exponential growth.
How exactly does the DeFi portfolio that earns over 10,000 U daily and has an LP annualized yield of up to 100000%% operate?
#Robinhood链上放量，币股Meme引争议 This is a recently popular Uniswap v4 high-fee LP strategy on Robinhood Chain, with the core being market making for stock pools Meme. The core logic behind this daily 100,000%+ APY is: New retail investors rush from ETH into these Memes, passing through these high-fee pools, and all the fees go to the LPs. Why can such an exaggerated APY be achieved? These pools can produce ultra-high annualized returns, usually because they have: 1. Trading volume far exceeding the pool size New tokens just launched, in the FOMO phase, pools with tens of thousands TVL can generate millions or even tens of millions in daily volume. Even with fees as low as 0.3% to 1%, the daily fee principal can reach extremely high levels; annualized it becomes 100,000%+ 2. v4 can set very high fee/hook v4 uses hooks to customize fees, some pools have fixed high fees (0.9%, 1%, 2%), others have dynamic fees. Every time a retail investor buys, the LP cut is much higher than the usual 0.05% / 0.3% pools. 3. The path often goes through ETH Many people hold ETH in their wallets and won’t first swap to NVDA/HIMS before buying Meme. The routing goes ETH → intermediate asset → Meme, or directly hits MEME/ETH, MEME/STOCK high
How does a DeFi portfolio with an LP annualized yield as high as 100000%% actually operate?
This is a recently popular high-fee LP strategy on Robinhood Chain’s Uniswap v4, with the core being market making for stock-based Meme pools.
The core logic behind this daily 100,000%+ APY is:
New retail investors rush from ETH into these Memes, and the path goes through these high-fee pools, with all fees paid to the LPs.
Why can it produce such an exaggerated APY?
Pools like these can generate ultra-high annualized yields because they usually have:
1. Trading volume far exceeding the pool size
When a new coin is just launched and in the FOMO phase, a pool with tens of thousands TVL can have daily trading volumes in the millions or even tens of millions. Even if the fee rate is only 0.3% to 1%, the daily fee principal can reach extremely high levels; annualized, it becomes 100,000%+
2. v4 allows setting very high fees/hooks
v4 uses hooks to customize fees; some pools have fixed high fees (0.9%, 1%, 2%), others have dynamic fees. Every time a retail investor buys, the LP’s cut is much higher than ordinary 0.05% / 0.3% pools.
3. The path often goes through ETH
Many people hold ETH in their wallets and won’t first swap to NVDA/HIMS before buying Memes. The routing goes ETH → intermediate assets → Meme, or directly to MEME/ETH, MEME/STOCK high-fee pools.
4. The stock pools also have a spot market driving effect
Buying stock Memes often requires first swapping to the corresponding Stock Token, which also contributes volume to pools like NVDA, HIMS, etc. This is a unique gameplay on this chain.
$BTC's strong game-theoretic properties make it especially suitable for right-side breakout trading, and it can capture the entire move. Similar cases are only seen with the US stock market's 'Seven Sisters' and US stock ETFs like $QQQB and $SPYB.
Most assets cannot achieve this; even if an independent rally occurs, it must be catalyzed by the above assets. This is a phenomenon I've observed recently where Bitcoin's rally drives ETH, UNI, PONS, and the Nasdaq rallying semiconductors.
$BTC's fully competitive nature is especially suitable for right-side breakout trading, and it can capture the entire trend. The only similar cases are the US stock market's 'Seven Sisters' and US stock ETFs $QQQ $SPY
Most assets cannot achieve this; even if an independent trend appears, it must be catalyzed by the above assets. This is a phenomenon I've observed recently where Bitcoin's rally drives ETH, UNI, PONS, and the Nasdaq rally lifts semiconductors.
The line chart of Robinhood Chain's token issuance platform $PONS is very well done. Everyone should include it as a key focus. This chain is also being targeted by a lot of major capital.
PONS is the platform token of Pons, the native token issuance platform of Robinhood Chain. This platform supports the creation and issuance of fixed supply tokens, and the WETH fees collected are used to buy back PONS, while the PONS fees collected are directly burned. It is regarded by some in the community as the Pump.fun on Robinhood Chain.
