
Yuyue|Jun 10, 2025 21:20
Take advantage of the heat and do a retrospective from opening @ defidotapp to Coinbase on HOME
👉 It's basically a review of a trading strategy
-Let's talk about the section after TGE first
The opening price can be considered as a prediction. As there are only Binance Alpha+contracts and no Upbit spot, and overall there are some fluctuations during the airspace investment, a low expectation of around 150M is a more appropriate approach. When opening for airdrops, I opened high and ended up short
(When the market is good, I don't go short with anyone. I didn't close this short position at the bottom, which resulted in basically no profit. I didn't anticipate the positive news of CB.)
-Wait until CB, an important signal on the board
Referring to the recent new coins of CB, they are LA SQD FARTCOIN, especially after CB on LA and FARTCOIN, there have been varying degrees of buying, which is very strong. Therefore, I have balanced the short position and added a little more to HOME
-The timeline has arrived at the present moment
When leading the small account airdrop, I found a very large price difference between on chain and trading, around 0.01u, which was associated with the signal of unlocking terms for Echo private equity rotation. Unlocking is usually done for compliance requirements, and a huge premium is usually one of the hallmarks of being listed in Korea
I also thought that the background and team of this project were quite impressive before the opening, as expected
👉 P1 is a screenshot of finding the premium, and Binance alpha matches the on chain price, which has a huge price difference with the exchange. I'm really sorry about this. I was in a hurry to collect the airdrops into the exchange even though I anticipated the problems in Korea. Next time, this is a big issue that needs to be paid attention to
This is just my personal guess about South Korea, but since everyone can access Coinbase, there is a high probability that they can access Bithumb. As for Upbit, due to its high compliance requirements, it is likely to follow CB, and being able to access CB now is also a signal. There is also a possibility of 'predicting your prediction' by creating false signals, that is, by pulling up relatively small pools on the chain to create premiums and making buying orders on the exchange, which is also a possible operation
Anyway, an abnormal premium will definitely create trading opportunities, but of course, this signal may become ineffective as everyone knows it, it's all a game
👉 Let's talk about the airdrop issue and how to do better next time
From my own feedback and that of some group members, I have learned that most of the family members who choose the critical strike brushing method have a return rate of+30-60%, using the Orca/Sol brushing method that I recommended at the time. Although the critical strike points have been reduced, overall they are still profitable and have not reversed the trend
Any project should pay attention to cost control and consider not being deceived by witches. Because DeFiapp does not charge swap fees, the wear and tear on points mainly comes from slippage. Therefore, normally speaking, it will also tend to reward real users rather than farmers. Family members who have been reversed this time can continue to look at strategies with higher returns
——I found that my low-income account has very high returns. For example, I only used one account for a day and completed a few large normal transactions, but the wear and tear was only a dozen or so. In addition, the team reward was less than 50k points, and I earned nearly 10k coins. The low-income account strategy has indeed proven to be effective in similar trading projects (which has also inspired me for other projects)
Kaito's mouth slapping rewards are indeed quite substantial, but they are only a few numbers' worth of rewards. Since Kaito is the trend for the project team now, as individual investors, we cannot afford to be at odds with money. If we cannot win, we will join
——The number of fans and long articles are not the key to winning the mindshare project on Kaito's list, the key is to interact with the people on the list frequently and qualitatively, and gain their interaction. If hydrological information is released but not interacted with by them, it often does not provide any assistance in terms of verbal stimulation. In terms of my own kaito rewards, the amount I received in the end was not as much as @ 0xdahua @ crypto_Abao, and most of my group friends received more than I did 😂
Overall, @ defidapp was a project that created volatility. From the perspective of screening projects, those who continued to follow up did not suffer too much. The project left some profit margin for airdrops based on wear and cost, but also provided some trading opportunities for the secondary market. Upon reflection, there are also many shortcomings, such as setting a take profit loss for the first wave of open short orders, and reducing the number of low protection numbers in the airdrop strategy. These are operational points that can be continuously optimized
Finally, I also want to roast that it's really annoying to have been stuck in the air space for half a day
「
Fortunately, by the time I was able to airdrop my silky neck, my V had already returned to 0.24;
Unfortunately, after receiving the airdrop, I rushed into the exchange with a loud roar;
I'm lazy, airdrops keep heading towards zero;
I am diligent, the airdrop will wash me away before taking off.
''
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