加密韋馱|Skanda 🇹🇭|Oct 13, 2025 07:08
Yesterday, I was chatting with @octopusycc about what’s good to pick up after the crash, and we came to a conclusion:
Look for alpha tokens that had less of a drop at 4 AM that day, and only have contracts, no spot trading. In the end, he went with COAI, and I went with LYN.
The reasons are simple:
1. Whether it’s LYN or COAI, it’s pretty clear they’re using independent market makers. Why did they drop less? Because their market makers probably don’t have many projects they’re working on, and they’re likely small-cap tokens, so there’s no urgent need to pull funds.
2. For this reason, the token structure hasn’t been disrupted—it’s still a strong-hand, high-control structure.
3. They need to attract enough OI (Open Interest) quickly after the crash, so there’s an inherent need for market cap performance.
4. LYN is still reaching out to KOLs (Key Opinion Leaders) for ads, which shows the main players have intentions.
5. On TGE (Token Generation Event) day, I made money both long and short on it. The ticker has good vibes.
This same logic applies to asymmetric opportunities. You can also look for similar ones in Alpha and drop them in the comments so I can take over (for example, targets in the 10-30M range on BSC contracts).
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