0xFunky|11月 04, 2025 13:33
The overall performance in October was much higher than that in September, which can be considered decent.
However, in the first few days of November, there have been some losses, mainly due to the fact that PAYAI and SORA have not made much progress, and SORA's profits have decreased significantly. PAYAI has even increased its holdings all the way up to now, with a floating loss of about 50%.
The narrative of x402 is still optimistic, just like the robot race track, it takes time to ferment. This has indeed made many people understand what x402 is, and their attention has been drawn. Unfortunately, it has not been continued, and the real application scenarios of x402 have not been truly realized. When the entire self economic cycle (AI Agent+Robot+x402) is formed, its value will be discovered.
A simple review of the operations in October:
I completely missed out on the early BSC SZN in early October, and only joined after becoming more and more PVP. Generally speaking, storytelling was not my forte, and I didn't make much profit as a whole
2. The spot order on GIGGLE earned about 80000 US dollars, but later fell to 140 US dollars and began to slowly buy. After receiving a lot of blood, it finally stopped at around 100 US dollars and gave up about 30000 US dollars in profit
3. Dira, I completely underestimated the impact of BEN and Believe. Originally, I had a large position with three times the profit, but in the end, I didn't make a profit. Overall, the launch platform still has a great influence on the project
Overall, the problem is that we cannot be too rigid. Even if we are optimistic about the entire track, we still need to consider the issue of continuity. The same applies to Giggle and BSC SZN. I think we need to understand TP this month.
Lastly, I would like to mention that the projects I recommend on Twitter are those that I truly think are good, and the profits and losses are my own responsibility. After recommending DIRA, ZARA, and SORA, their prices have all increased by more than three times (not immediately). SORA has also increased by 50 times from a recommendation of 200K to a peak of 10M. As I told myself during this review, those that should be invested should still be invested, and even if there is a pattern, protective stop loss should be set.
Some people say that after I finished shipping DIRA, I stopped shouting. DIRA was caused by Ben and Believe like this. The line graph shows that it's very miserable. The DIRA project itself is still attached to Believe, and the transaction fee income for three consecutive days is TOP1. BEN doesn't support it and is still messing around with Fly Wheels there. If I continue to milk, isn't it really harming others to take over?
Anyway, I still hope everyone will always be happy.
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