稳狗日记｜ Winterdog
Trader/Researcher/Builder
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The hardware scam of Depin is so hard to come by that no one wants it.
In this round, the concept of DePIN emerged and once again set off a narrative climax in the Web3 circle. However, when we took a closer look at the actual implementation and economic models of these projects, we found that: in the current DePIN market, more than 60% of the equipment suppliers are from Huaqiangbei, Shenzhen. The selling price of these devices is often 30-50 times the wholesale price in Huaqiangbei, and almost all hardware investors have lost all their money.
稳狗日记｜ Winterdog
Tariffs, money printing and digital gold: Outlook for the crypto market in a precarious situation
Trump is once again wielding the tariff stick in an attempt to reverse the long-standing trade imbalance. This tariff strategy may reshape the US trade structure and capital flows in the short term, but it also hides a new impact on the US Treasury market. Can everything that has been hit by the tariff policy be saved? How can it be saved? And how should it be viewed?
稳狗日记｜ Winterdog
The copycat season is slow to arrive, why is this cycle so difficult?
If we get a money printing frenzy then we could see something closer to previous traditional altcoin seasons, but that is unlikely.
稳狗日记｜ Winterdog
USUAL's conspiracy and conspiracy
$USUAL is a DeFi stablecoin protocol in the #RWA sector initiated by a former French politician. It has been a hot topic recently. Let's briefly talk about the conspiracy and conspiracy of this project.
稳狗日记｜ Winterdog
[Wenggou Original] MEME's Super Cycle, only chips in sight
In the past short month, we seem to have experienced many ciicles, from AIMEME's leader $GOAT, to the top $MOODENG in the web2 world, to the auction art leading meme $BAN, iterating at the rate of almost one top meme per day.
稳狗日记｜ Winterdog
5 strategies and tools to help you find 100x coins
Hundred-fold coin mining tool.
稳狗日记｜ Winterdog
[Wenggou Original] DeFi Summer Replay: AI Memecoin Omegacycle
Last cycle, the total DeFi market cap reached $170 billion. If the industry reaches these valuations, it would mean a growth of about 40 times from now. But since the total cryptocurrency market cap is much higher, we can easily surpass these levels.
稳狗日记｜ Winterdog
[Wenggou Original] Additional analysis behind the optimism: a16z's 2024 annual crypto report
When a16z released its annual “State of Crypto” report, it quickly went viral across major media outlets, X accounts, and Telegram communities, all sharing its impressive charts. The highlights from the report conveyed a unified message: “We are optimistic,” but today I wanted to share some additional context and data highlights to supplement this impressive report. This way, you can get a broader understanding of the market.
稳狗日记｜ Winterdog
[Wenggou Original] Using mathematical methods to predict the peak price of Bitcoin in this bull market
With years of historical data, we can observe patterns from past bull cycles and thus become increasingly able to predict the current cycle. In this analysis, we take a deep dive into when the next Bitcoin peak might occur and at what price levels.
稳狗日记｜ Winterdog
[Wenggou Original] After the approval of Solana ETF, 5 tokens are expected to see a sharp rise
During the Trump administration, it seemed likely that the SEC would approve the Solana ETF. With the approval of the Solana ETF imminent, some tokens would see a significant increase in price once it is approved.
稳狗日记｜ Winterdog
[Wenggou Original] The total market value of stablecoins exceeds 205 billion US dollars, and the market share of USDT continues to decline. Understand the diverse stablecoins in one article
The current market value of the stablecoin market is 205 billion US dollars, and the market share of USDT continues to decline. In addition to traditional stablecoins, many new stablecoins are born in this cycle. Wengou made a summary of the existing stablecoins in the market on the last day of 2024. I wish you all a happy new year in advance. In 2025, stablecoins will come in droves!
稳狗日记｜ Winterdog
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