The current market situation is like this—mainstream coins are repeatedly bottoming out, while altcoins take turns rallying only to fall again. Honestly, these small tokens now have little to no fundamental support; they survive only by relying on contract funding fees to keep them afloat.
Thinking about this situation carefully, it's quite ironic. Fundamental analysis and long-term value investing seem a bit naive in this round of market conditions. The market has completely turned into a zero-sum game—what you earn is what others lose.
More and more people are realizing a problem: using primary market logic to play in the secondary market is the only way to survive. Information gaps, time gaps, and chip differences—whoever acts faster wins. The traditional investment framework has already become ineffective here. Now, you need quick reflexes, a primary market’s intuition, and execution ability to survive in this PvP battle.
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WalletDetective
· 11h ago
This is just a casino. Who still believes in fundamentals?
Contract fees can't even hold up anymore. It's about time to wake up.
Basically, it's a game of information asymmetry; retail investors are always late to the game.
People in the primary market have already eaten their fill, and we're still taking the bag.
PvP? More like being PvP'ed, haha.
Funding rates are the real truth. Don't talk about long-term investing.
Making money quickly and losing money slowly—it's that simple.
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MEVHunterBearish
· 11h ago
That's right, the fundamentals have long been a decoration. Now it's all about who can get the information and the chips.
This wave of altcoins is indeed a game of capital fees, nothing else.
People in the primary market entering the secondary market is a blow to the lower dimension; the information gap is too large.
Fundamental investment? Haha, that's a story told to retail investors.
Zero-sum game is correct, but the key is to know where the money flows.
Contract fees support it? How long can they last? Eventually, reality will catch up.
This is the current ecosystem: fast fish eat slow fish, there's no way around it.
Repeatedly bottoming out, let's wait for the next wave.
The real secret to making money is getting the news of primary financing.
The secondary market now is just big players cutting small players; it's not very interesting.
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SchrodingersFOMO
· 11h ago
That's right, it is indeed a zero-sum game now. Without quick reflexes and information sources, just wait to be cut.
Thinking in the primary market while operating in the secondary market—this approach is really ruthless.
Fundamentals? Haha, that's last year's story.
I wouldn't dare touch coins with contract fees that can kill you; just waiting for liquidation.
Quick reflexes are the way to survive; everything else is nonsense.
It's like a gamble game—early entry and early exit are the keys to avoid getting trapped.
This round has definitely become distorted; whoever is faster wins.
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LazyDevMiner
· 11h ago
Almost there, honestly it's just gambling.
Primary market logic? Wake up, everyone, where do retail investors get so much information asymmetry?
Supporting contracts? It'll crash sooner or later.
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Fundamental analysis is dead, now it’s all about who reacts faster and who’s luckier.
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Sounds pretty right, but I still think this logic can kill people.
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In a zero-sum game, those who survive are friends of the big players.
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Sounds convincing, but it’s actually just a game of hot potato.
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I just want to ask everyone, have you really made money or are you just watching the red and green lights?
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I heard this three years ago, and look what happened.
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Okay, I admit I can't beat them, but I don’t want to be so exhausted either.
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PvP? More straightforwardly, it’s just mutual harvesting.
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Primary market intuition... Hey, where do I, a retail investor, get such intuition?
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TokenUnlocker
· 11h ago
Basically, it's a gambler's game—who's faster wins.
People in the primary market are already well-fed; the secondary market is just a bloodbath for the bagholders.
Fundamentals? That stuff is useless now. It's all about who has the most up-to-date information.
Contract fees hanging around? Instead of that, you'd better go all in directly.
The current market situation is like this—mainstream coins are repeatedly bottoming out, while altcoins take turns rallying only to fall again. Honestly, these small tokens now have little to no fundamental support; they survive only by relying on contract funding fees to keep them afloat.
Thinking about this situation carefully, it's quite ironic. Fundamental analysis and long-term value investing seem a bit naive in this round of market conditions. The market has completely turned into a zero-sum game—what you earn is what others lose.
More and more people are realizing a problem: using primary market logic to play in the secondary market is the only way to survive. Information gaps, time gaps, and chip differences—whoever acts faster wins. The traditional investment framework has already become ineffective here. Now, you need quick reflexes, a primary market’s intuition, and execution ability to survive in this PvP battle.