半只猴子
半只猴子
交易员，meme玩家。
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7u challenge to one hundred million!
Day 35
Principal 7u, target one hundred million
Currently: 3850u
Living cost: 1950u
Available funds: 1900u+
Haven't opened many positions these two days, today I don't even want to open my phone or computer. Long-term chain scanning and looking at various consultations have made my eyes uncomfortable. Eye drops and eye exercises don't work well, the only thing I can do is to minimize screen time.
Last night I felt $ENA and $ONDO were pretty good, only bought a little spot. Besides these two, the spot is basically BNB; still holding long contracts on $BTC, continuing to hold; watching PONS for fundamentals, protocol revenue, and whether the new coin issuance can pick up; then fully loaded on meme coins.
Current operation strategy remains unchanged: content creation, contracts, and meme coins.
The strategy still uses a barbell approach, doing mainstream top assets on one side and pure meme on the other.
+178.76%
Snapshot at Sep 25, 2026, 17:54
China Bitcoin $BTC Investment Alliance First Meeting
This is a snapshot from 2013 when Bitcoin first entered the mainstream view in China. Most of the people in the photo were wearing Semir and Metersbonwe at the time, humorously nicknamed "losers" by insiders.
The "losers" from back then are now worth over a hundred million; some have retired successfully, some have gone through ups and downs, and some are still at the poker table. How many do you recognize?
7u challenge to reach 100 million!
Day 49
Principal 7u, target 100 million
Currently: 3700u
Survival cost: 2950u
Available funds: 750u+
It's terrifying, suddenly realizing available funds are getting less while survival cost is about 60u per day.
Yesterday's total survival cost was 2850 USD, today need to recharge promotion, withdrew 100u to the u card, and I don't dare to spend big on the Al feature I want to try.
Since Mid-Autumn Festival, it's been almost half a month without chain scanning; previously high-intensity chain scanning and promotion monitoring made my eyes hurt so much I couldn't look at any screens.
Still holding the Bitcoin $BTC long position, recently it has dropped, and profits have seriously retracted.
$PONS under observation, recently protocol income has dropped below 100,000 USD, basically no one is issuing tokens on the internal market, waiting to see when fundamentals improve.
$PUMP long position is losing badly.
+125.79%
Snapshot at Oct 09, 2026, 15:06
The founder of PONS is also doing better now
Just saw his post: After more than three years, he bought Bitcoin $BTC spot again
Thinking about how magical the crypto world is, at the beginning of July he was still the 10u war god on $BNB, charging at the dogecoin
In just about three months, $PONS reached a market cap of around 1 billion USD at its peak, becoming the largest launchpad on the Robin Hood chain. Now he has money to buy Bitcoin
This also indirectly reflects: money will ultimately flow to Bitcoin!
Especially the bigger the funds, the more Bitcoin is allocated; and when you are still a 10u war god, you don't deserve to own Bitcoin!
-164.82%
Snapshot at Oct 09, 2026, 11:55
Maji lost 8.44 million in a week, and the account fell below 1 million again
First, look at these numbers:
1. In August, $ETH went from $1,900 up to $2,500, he rolled his position long, turning 150,000 into 12 million
2. Then ETH oscillated narrowly between $2,400-$2,500 for 20 days, he frequently stopped losses, and 12 million shrank to only 800,000
3. Around September 20, ETH rose from $2,400 to over $2,700, his assets bounced from 800,000 back to 10 million
4. Now on October 9, ETH fell below $2,500, and his assets dropped below 1 million again
In one and a half months, five rollercoaster rides: 150,000 → 12 million → 800,000 → 10 million → 1 million.
This is rolling positions
When it rises, compound rolling snowball, 150,000 becomes 12 million.
During oscillations, frequent stop losses, 12 million becomes 800,000.
When the market comes back, 800,000 rolls back to 10 million.
When it pulls back, it returns to 1 million.
So tragic! Ethereum liquidation of $19.98 million
Just checked the data for the past 24 hours, total network liquidation is $1.193 billion, 192,647 people liquidated.
Looking at the structure
Long position liquidations: $1.055 billion
Short position liquidations: $138 million
Longs are 7.6 times the shorts.
Looking at the time distribution
1 hour: shorts $4.5673 million, longs $537,600
4 hours: shorts $6.8925 million, longs $4.2455 million
12 hours: longs $731 million, shorts $113 million
24 hours: longs $1.055 billion, shorts $138 million
Rapid decline, leveraged long positions were liquidated in large numbers. The largest single liquidation occurred on Ethereum $ETH, valued at $19.98 million. Not sure if this big brother shed tears of regret.
Every conference leads to a drop, and this time it happened again
There is a curse in the crypto world called "Every conference leads to a drop."
The bigger the scale, the harder the fall.
This time at Token2049, one of the world's largest crypto conferences, it was the same script again.
Retail investors: Once again, I'm the one paying the bill 😂 $PUMP
-16.05%
Snapshot at Oct 09, 2026, 09:54
Perpetual Contract Inventor: A Bull Market Must Overcome the "Wall of Worries"
Arthur Hayes, the inventor of perpetual contracts (known as Hei Ge in the Chinese community), posted:
At the start of a super bull market, the market must overcome the "Wall of Worries."
He listed four historical walls:
2017: Block size debate
2020: Pandemic
2023: FTX collapse + central bank rate hikes
2026: AI crypto-related FUD
Each time, the market thought "this time it's over." Each time, the wall was overcome.
Hayes is not an ordinary KOL. He is the inventor of perpetual contracts and has experienced the full cycles of 2017, 2020, and 2023. The "Wall of Worries" he talks about is not just motivational talk; it’s something he personally overcame three times.
In 2017, the block size debate caused Bitcoin forks and market panic. Later, BTC rose from a few thousand to nearly twenty thousand.
In 2020, the COVID-19 circuit breakers triggered consecutive drops in the US stock market. Later, BTC rose from three thousand to sixty-nine thousand.
In 2023, the FTX crash and central bank rate hikes froze the market. Later, BTC rose from sixteen thousand to seventy-three thousand.
Each wall became the starting point of a bull market.
The 2026 Wall
AI crypto-related FUD.
What is the market worried about now? The AI narrative is drawing funds away, crypto has no new story, and regulation is uncertain.
Hayes says: This is the 2026 wall.
In short: Money will be printed, positions will rise. Walls are meant to be climbed. $BTC $NVDA
BTC falls below 82,000: 2.5 billion shorts waiting above, over 1.5 billion longs buried below
$BTC liquidation map update, current BTC price: 81,600. In this chart, two lines are competing:
Red line: cumulative long liquidation intensity. Starting from 81,600, climbing leftwards, it has accumulated over 1.5 billion USD on the far left. This means if the price continues to drop, there is a large wave of longs below waiting to be liquidated.
Green line: cumulative short liquidation intensity. Starting from 81,600, climbing upwards, it has piled up to over 2.5 billion on the right side. This means if the price moves up, there is a large group of shorts above waiting to be liquidated.
Key levels
Look at those dense bars, 100x leverage positions are mainly concentrated at:
80,000-82,000: dense long liquidation zone
83,000-84,000: dense short liquidation zone
Current price 81,600, right in the middle.
Noteworthy signal
Shorts above are thicker than longs below. The 2.5 billion short liquidation intensity compared to 1.5 billion long liquidation intensity indicates that the resistance going up might be smaller than going down.
Musk: The value of SpaceX could exceed the entire Earth's economy
Musk just posted a tweet:
"This sounds super crazy, but I think there is a path for SpaceX's value to be several orders of magnitude higher than the current Earth's economy." $SPCX
What is the "path" he mentioned?
According to the Kardashev civilization theory — which measures how advanced a civilization is by how much energy it can control.
Type I: Controls planetary-level energy
Type II: Controls stellar-level energy
Type III: Controls galactic-level energy
Humans are currently about Type 0.7, not even reaching Type I.
So based on what Musk said, we can infer that his crazy idea is primarily related to energy, most directly about harnessing solar energy in space, and to harness solar energy in space requires more powerful rockets; only more powerful rockets can meet the space transportation capacity.
Of course, Musk has not revealed exactly what it is yet, but if what he says is feasible, the market might revalue $SPCX .
Elon Musk's one statement causes the three major US carriers to plummet 7%
Elon Musk's SpaceX $SPCX announced plans to transform Starlink into a major US mobile carrier.
Once the news broke, AT&T, Verizon, and T-Mobile stock prices all plummeted more than 7%.
Why is the market so panicked?
Starlink already has a satellite network and now wants to directly provide mobile communication.
Traditional carriers rely on ground base stations, which have poor signals in remote areas and high construction costs. If Starlink directly offers mobile services, it bypasses ground base stations and covers from the sky.
This is a dimensionality reduction strike against AT&T, Verizon, and T-Mobile.
Musk's logic:
Starlink is already providing satellite internet to remote areas and now wants to turn it into mobile signals. No need for ground base stations or laying fiber optics; satellites connect directly to phones.
The base station networks that the three major carriers spent tens of billions of dollars building could be replaced by a single satellite.
Musk hasn't officially started yet, but the market value of the three major US carriers has already evaporated by 7%.
This is the power of a "dimensionality reduction strike."
