再次领先于 Arthur Hayes。欢迎各大 TCG 卡牌平台找我打广告，我想恰米了。 话说回来，我觉得包括 @Collector_Crypt 在内的 TCG 卡牌平台能做得更好的地方： - 大力强化玩家群体的“体验感”。能不能在开包体验上给到玩家独特的体验，弱化软性博彩的特征，对于形成独特的竞争优势非常重要。在Web2，有很多主播已经因为开卡包拥有了良好的粉丝群。无论是宝可梦卡还是CS皮肤，大家都很喜欢自己真刀真枪赢过概率开出狠货的感觉。在Web3，像https://t.co/gjO0uX8Tvm上的 solana:DLGRpmkMGr7J4KD1xR5x2XjaGeQH64PLFQkyxNNSpump 也因为主打直播开卡包而有了不错的市场表现。培养自己的主播矩阵、和Web2主播联动、提供更有意思的开包玩法、制造更具有病毒性的开包事件，比直接提供100连抽这种偏degen的功能更重要。 - 解决更多的玩家现实痛点。和游戏皮肤（比如CS2）不同，CS2你只要有钱就可以保证买到公平概率的箱子爽开，但宝可梦实体卡牌的货可不好买，黄牛有可能在开卡把好卡掉包后再塑封伪装全新货卖给玩家。谁能够保证透明、稳定的新卡包货源，叠加开展好开卡直播业务，会很牛逼。 - TCG卡牌二级交易市场仍然是可以去争夺的。以中国国内为例，集换社的交易手续费是卖方3%。链上TCG卡牌平台能否通过扭蛋机的高额利润补贴二级卡牌市场，通过更低的交易手续费和全球性的交易撮合赢得更大的市场，从而形成更大的网络效应，从Web3反向突围到Web2，是一个值得期待和努力的方向。 - 进一步丰富卡包类型以及交易形式，让叙事在未来突破升级为“年轻人资产交易平台”。 最后，宝可梦30周年纪念就在眼前了。我个人非常喜欢“年轻人的资产”，也从理性上认为这个叙事仍然大有可为，是币圈目前最被低估的、原生类的潜力叙事。从天时上来说，TCG卡牌目前也仍未出现之前NFT最火爆时那样的奇点时刻，我们可能会在未来数年内看到那种“不理解为什么一张破卡有那么多傻逼接盘，但它就是一直涨，不买点就是老登”的时刻出现。

Name & Symbol: The Collector Group ($TCG)
Address: DLGRpmkMGr7J4KD1xR5x2XjaGeQH64PLFQkyxNNSpump

- TCG（更准确地说，抽卡）是目前除了Perp DEX（更准确地说，Hyperliquid）和Meme（更准确地说，https://t.co/ecM1Q7npl8）之外最赚钱的Crypto Native赛道 - 把TCG抽卡视为“赌博”是完全错误的，它有实际的市场规模和粉丝群体支撑，完全足以支撑链上抽卡平台的规模 - 通过横向对比有代币和没有代币的Collector Cards和Courtyard两家最大平台的收入情况，可以说明代币的存在让Collector Cards成功下克上成为了市占率第一，也可以说明，即使没有代币空投的驱动，需求仍然是真实的 - 由于Courtyard没有发币，当前没有任何能从基本面挑战 solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp 的同赛道标的 - 和早期国人扎堆喊单的阶段相比，市场环境和叙事接受度都出现了变化。1)市场更加注重盈利能力 2)在盈利能力外，还注重叙事的可能性。同样的印钞机，https://t.co/gjO0uX8Tvm 在大家眼中已经和死狗没有区别 3)Solana官方也在寻找除meme币以外的新叙事增长点，他们总是很傻逼又傻逼有傻福 4) Hyperliquid前同样有GMX、dydx，叙事也要看情绪，天时地利人和

Name & Symbol: Collector Crypt ($CARDS)
Address: CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp

i don't know how i hold solana:Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump over 400 days how time flies i will wait

Name & Symbol: NotInEmploymentEducationTraining ($neet)
Address: Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump

i hope before the start of a new cycle later this year we get all the trash and vapourware out of crypto which means dead chains, useless tokens, and even grifters. we are already seen early signs of that with apps that've actual PMF and users like venice ai, sky, hype not bothered by PA on majors. there are so many ghost chains with zero apps, users or utility ex: ripple and cardano commanding billions in value. that capital will either go to zero or rotated to other chains. we have infinite blockspace and only few users and apps. capital in crypto is increasingly becoming more efficient and smart. this is due to various tradefi investors and institutions coming into the space. as far as memecoins goes i've said before users need to lose a lot of money before they finally stop. the dynamics of memecoins are broken and pump fun has done nothing to improve that. they simply don't care like most founders in crypto where they extract and leave. i see people write thesis on why pump fun is a great investment because of their buyback and revenue whereas it puts new lows every month. its because smart money knows its not sustainable. they don't see growth in memecoin market anymore. and with long vesting period, investor and team dumping tokens every month its not an attractive investment a lot of activity i believe is not organic. and the activity has decreased over time. people need to go back to how memecoins were before 2023. they were limited, long term oriented, cultural, cult, community based tokens. but this doesn't help the launchpads, trading apps and even blockchain. it doesn't generate a lot of fees. only more tokens, more speculation, more grift and more volume does. so this narrative will never be pushed by founders or investors. everything should be tokenized is the most stupid thesis that VCs created to sell their bags. just look at the performance of memecoins that've been successful this year. solana:Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump is a prime example that checks all the boxes. memecoin are and will remain the best way to to make generational wealth in crypto. you can only get your 10000x from memecoins. but you need to have conviction, handle 90% drawdowns and most importantly pick the winner. all of them have become increasingly difficult because users don't have conviction anymore, they are happy with a quick 2x, there is no stomach for drawdowns and you have 1000s of tokens launching every single day i firmly believe that people who've all these qualities will make generational wealth next cycle. gneet

Name & Symbol: NotInEmploymentEducationTraining ($neet)
Address: Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump

I've been thinking about how solana:Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump becomes a multi-billion dollar movement It's not on the narrative on unemployment, I think it ends up morphing into something bigger, let me explain There are many people who identify with the NEET movement, many of whom are employed Many resonate with NEET, not because it glorifies unemployment, but because it touches on something that hundreds of millions of people are concerned with The breakdown of the relationship between labour and prosperity NEET is becoming the identity to depict this belief Bitcoin became the identity for those who had a distrust in fiat/banks bitcoin:native became the social and financial layer built on top of this distrust solana:Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump could be the social and financial layer that does the same for the distrust labour ≠ prosperity This thesis resonates with a lot of people, arguably more than the AI, privacy, fiat distrust, etc... Why? Consider: - AI displacing humans - Housing unaffordability - Financial nihilism - Graduates job apathy - Growing creator economy etc... NEET becomes the identity layer that sits above them, not as a way to glorify unemployment but as a way of saying fuck you to the system that doesn't work for them People are increasingly doubting that labour alone produces prosperity, and this is only going to get a lot worse in the coming years Whether you are a graduate with debt, a creator, an AI displaced worker, living with your parents at 32 etc... NEET is giving a shared identity to people experiencing the same structural shift from different angles Whilst this is happening, people are increasingly turning to the markets, whether that's speculating on the stock market, options, memecoins, prediction markets etc... to make it 'out' These two energy fields converging is where I see solana:Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump then becoming the financial layer that they can channel these ideas of distrust So to reiterate, I don't see the NEET endgame as it becoming the identity of the unemployed I see it becoming the identity of people who no longer believe the traditional relationship between labour and prosperity That is how you get to a multi-billion dollar valuation

Name & Symbol: NotInEmploymentEducationTraining ($neet)
Address: Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump

I don’t blame @MustStopMurad for not shilling any coin besides SPX6900. I think this is right and Murad List should have not even existed. Pick your best coin, preach it, send it to the level you believe in. Then start a new page. And that’s what I am doing on $neet .

Name & Symbol: SPX6900 ($SPX)
Address: 0xe0f63a424a4439cbe457d80e4f4b51ad25b2c56c

Technical Analysis solana:Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump https://t.co/LimeaPoj3L

Name & Symbol: NotInEmploymentEducationTraining ($neet)
Address: Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump

现在已经开始有人用“审美”来形容股票投资的选择好坏了，这其实也是币圈领先的地方。 从文化的角度上，币圈总是会领先的。Pepe 除了从 4chan 走到全世界，走进海底捞变成餐后的雪糕，纳斯达克不会接纳它，币圈可以。 Mog这个词在流行开来以前，币圈就已经作为文化的前哨站，有了这个很帅的币。 加密货币就像布鲁克林。这里很混乱，但正是这种混乱导致它注定会成为当代艺术的源头之一。 等到有一天，“投资大师课”变成“投资审美培训”时，请你再回来看Neso这条推，再回想一下真正经典的meme币是否早就领先于时代。

Name & Symbol: Mog Coin ($Mog)
Address: 0xaaee1a9723aadb7afa2810263653a34ba2c21c7a

.@toly 别再他妈做个跟屁虫了，没人在乎你的 @PhoenixTrade 。你永远忽视你的链上有 solana:Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump 和 chillhouse 这样优秀的meme币，这就是你傻逼的原因。你永远都不理解除了meme币，Solana狗屁不是

Name & Symbol: NotInEmploymentEducationTraining ($neet)
Address: Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump

我们要让这些 solana:Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump 的推文以幽默的方式被严肃的阶层看到，再让更多的人严肃地倒过来思考，幽默背后的严肃。 meme 币的魔力。

Name & Symbol: NotInEmploymentEducationTraining ($neet)
Address: Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump

ppl will only recognize that c00k1e guy is right when solana:Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump hits 2 dollar this year

Name & Symbol: NotInEmploymentEducationTraining ($neet)
Address: Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump

so proud of I fall in love with cool coins only like solana:Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump

Name & Symbol: NotInEmploymentEducationTraining ($neet)
Address: Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump

没有一枚meme币比 solana:Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump 更契合当下以及未来的社会结构变革大时代。真正的时代运动，不取决于你喜欢与否，它只是深刻而不可避免地发生。

Name & Symbol: NotInEmploymentEducationTraining ($neet)
Address: Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump

next billion ticker on Solana is coded solana:Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump

Name & Symbol: NotInEmploymentEducationTraining ($neet)
Address: Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump

X will be the new biggest crypto exchange Smart Cashtag will bring us back to classical meme szn funny, powerful and cult meme will go billions we will see new Doge/Pepe/SPX growing from X with internet coins and coins like $neet can really change this world non believers will be purged make hodling and bagworkers great again

Name & Symbol: SPX6900 ($SPX)
Address: 0xe0f63a424a4439cbe457d80e4f4b51ad25b2c56c

X will be the new biggest crypto exchange Smart Cashtag will bring us back to classical meme szn funny, powerful and cult meme will go billions we will see new Doge/Pepe/SPX growing from X with internet coins and coins like $neet can really change this world non believers will be purged make hodling and bagworkers great again

Name & Symbol: TaleX ($X)
Address: 0x0510101ec6c49d24ed911f0011e22a0d697ee776

you miss $penguin for some reasons but why you fade $neet?

Name & Symbol: Nietzschean Penguin ($PENGUIN)
Address: 8Jx8AAHj86wbQgUTjGuj6GTTL5Ps3cqxKRTvpaJApump

enough it’s enough I really don’t know what the market thinking you guys hand over money so easily to those devs who couldn’t even get any funding on Kickstarter, turning them into millionaires in real life and gods on CT starting from ai16z, you’ve been cursing Shawn, yet you keep repeating the same path over and over again these guys treat us all like toilets they can shit in and then walk away from; we lose not just money but also our dignity it’s not just AI. ICM, streamer… all these garbages only make coins worse, and CT becomes the ATM for all of them time and time again when exactly will we wake up and realize that real meme coins are actually a serious cultural business? are you really having fun playing with AI bullshit? why don’t you consider cultural coins like neet/chillhouse, which have been ongoing for nearly a year, as truly serious enterprises? why is alon the jew still running those stupid hackathons that give money to pajeets? enough it’s enough

Name & Symbol: ai16z ($ai16z)
Address: HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC

enough it’s enough I really don’t know what the market thinking you guys hand over money so easily to those devs who couldn’t even get any funding on Kickstarter, turning them into millionaires in real life and gods on CT starting from ai16z, you’ve been cursing Shawn, yet you keep repeating the same path over and over again these guys treat us all like toilets they can shit in and then walk away from; we lose not just money but also our dignity it’s not just AI. ICM, streamer… all these garbages only make coins worse, and CT becomes the ATM for all of them time and time again when exactly will we wake up and realize that real meme coins are actually a serious cultural business? are you really having fun playing with AI bullshit? why don’t you consider cultural coins like neet/chillhouse, which have been ongoing for nearly a year, as truly serious enterprises? why is alon the jew still running those stupid hackathons that give money to pajeets? enough it’s enough

Name & Symbol: alon ($ALON)
Address: 8XtRWb4uAAJFMP4QQhoYYCWR6XXb7ybcCdiqPwz9s5WS

it takes such a long time to convince ppl $doge is a good coin it takes such a long time to convince ppl $spx, $mog, $BITCOIN, $joe those ethereum coins are good now i can see $neet, $chillhouse those Solana coins to prove themselves

Name & Symbol: Mog Coin ($Mog)
Address: 0xaaee1a9723aadb7afa2810263653a34ba2c21c7a

it takes such a long time to convince ppl $doge is a good coin it takes such a long time to convince ppl $spx, $mog, $BITCOIN, $joe those ethereum coins are good now i can see $neet, $chillhouse those Solana coins to prove themselves

Name & Symbol: SPX6900 ($SPX)
Address: 0xe0f63a424a4439cbe457d80e4f4b51ad25b2c56c