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Bonk 生態迷因幣展現強韌勢頭
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有消息稱 Pump.fun 計劃 40 億估值發幣,引發市場猜測
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Solana 新代幣發射平臺 Boop.Fun 風頭正勁
反對的觀點是,我們實際上處於一個泡沫中(一直都是)
如果你在 coingecko 上按 FDV 排序滾動,你會看到數以百計的項目價值數十億美元,但實際上價值為 0 或者可能只有幾百萬。

2025年8月28日
We haven't seen anything like this yet... not even close.
Cycles are bubbles. Bubbles pop because of froth.
Where's the froth?
Is the dumbest guy you know a millionaire bc he bought monkey jpegs?
This is why it's so hard for me to have an actual opinion on where we are in the cycle.
"There will never be an alt season"
Well... alt season manifests bc the conditions present later in a bubble... so the fact that we haven't had one speaks volumes.
Timing wise... sure, it should be 8th inning if the 4y cycle is in tact... but nothing else is flashing red.
This time is actually different... keeping an open mind.
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