链上达人|Dec 02, 2025 05:38
✍️ Squatting Humidifi: Jupiter DTF's First New Release
The market uncertainty is becoming increasingly strong, with a bunch of projects selling coins through IDO and cashing out through OTC. Some you can see, while others you can't even see.
You think the cost is lower than VC, but VC actually has hidden discounts; You think you haven't unlocked it recently, but you don't know that they have already cashed out through OTC.
This type of problem is everywhere, without any so-called fairness or decentralization. If you don't want to be cut, just watch more and act less. This market has already outperformed 99% of people without losing money.
I won't participate in any of the major projects that involve selling coins recently. The reason is simple: FDV is severely overvalued, and the current liquidity cannot support it. I don't have the confidence to withdraw before the market makers, so I stay away from it.
Although Alloca, which participated a few days ago, did not make any profit, Gouzhuang strictly controlled the price within the cost line and finally did not lose money. In a declining market, the principal is still there, which is also a fortunate thing. Saying too much is like tears
I will participate in the upcoming Jupiter DTF update on December 3rd, mainly based on the following three points:
one ⃣ Jupiter is a giant in the Sol ecosystem, and the projects they are promoting should not be inferior. Moreover, Jupiter is very friendly to hairdressers. Whether you are on chain interaction or content creation, you have received a considerable airdrop gift package
two ⃣ Compared to other launch sites, DTF is innovative in ensuring that the entire token formation process is open, auditable, and tamper proof through full chain execution and integration with Jupiter's ecosystem tools, avoiding "black box operations" such as hidden discounts from VCs, unclear fund flows, and opaque lock-in
three ⃣ The first phase of DTF's new project, @ humidifi, is Solana's largest self operated AMM. Although it is rarely mentioned in the Chinese section, its hard power is very strong
① Since its launch in June this year, Solana DEX has rapidly occupied 35% -40% of the trading volume
② Nearly 50% of Jupiter's transaction routes flow to Humidifi, with some trading pairs even surpassing Binance
③ No VC, no capital relationship, no speculative marketing, relying solely on its own strength to achieve $100 billion in trading volume
Just last night, Humidifi announced the WET token model, with a total of 1 billion, of which 10% will be used for DTF new releases and all will be unlocked during TGE:
Wetlist:6%, Including Humidifi users, Humidifi contributors, and Discord community members
Jupiter staker: 2%
Public pre-sale: 2%
The news circulating in the community before this is that 69 million FDVs have been added. If the news is accurate, it's actually quite honest. It's not a big problem for participants to eat 2x, right.
Taking a step back, if @ JupiterExchange DTF can lose money even in the first round of new releases, will anyone still play in the future?
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