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币安百强创作者｜专注技术分析与实盘策略 |
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邀请码：DAMO888 #大漠茶馆｜以交易为道，稳中求进 | 推特 & 油管：@damobianyuan
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Market Observation | Not Just Watching the Show: From the Trading Heat of ASTER, Looking at the 'Buyback and Destruction' Economics of DEX Platform Tokens
The script wouldn't dare to write this!
Yesterday's ASTER contract competition became the focal point of the entire internet. The well-known trader 'Liangxi' showcased incredible explosive power during the competition, turning a capital of 10,000 U into 100,000 U at one point. This 'rollercoaster' storyline is not just a personal trading show but a hardcore 'stress test' of the liquidity and mechanisms of the ASTER platform.
Everyone has seen the latest battle situation: the account experienced drastic fluctuations from heaven to hell.
However, as a rational market observer, we should not just stay at the level of 'watching the show.' Through this incident, I saw three deeper value logics behind ASTER:
Yesterday's ASTER contract competition became the focal point of the entire internet. The well-known trader 'Liangxi' showcased incredible explosive power during the competition, turning a capital of 10,000 U into 100,000 U at one point. This 'rollercoaster' storyline is not just a personal trading show but a hardcore 'stress test' of the liquidity and mechanisms of the ASTER platform.
Everyone has seen the latest battle situation: the account experienced drastic fluctuations from heaven to hell.
However, as a rational market observer, we should not just stay at the level of 'watching the show.' Through this incident, I saw three deeper value logics behind ASTER:
Stop staring at the candlesticks and think about what humanity's 'economic superconductor' will be in ten years?
Sometimes, late at night when it's quiet and I'm staring at the screen, I find myself drifting away from the current market and pondering some very abstract things. For example, what is money really?
Setting aside those complex financial definitions, I think money is essentially 'the stored human energy'. You work for a day, output energy, exchange it for money to store, and when needed, release it to exchange for someone else's energy.
From this perspective, the existing blockchain is actually quite primitive.
What is Ethereum like? It's like those old-fashioned copper wire power grids. Can it transmit energy? Yes. But the resistance is too great, and the loss is too high. Every time you give up on a transaction because of the Gas fee, it's essentially because the transmission resistance is too large, causing that part of economic energy not to flow. This is a huge waste.
Setting aside those complex financial definitions, I think money is essentially 'the stored human energy'. You work for a day, output energy, exchange it for money to store, and when needed, release it to exchange for someone else's energy.
From this perspective, the existing blockchain is actually quite primitive.
What is Ethereum like? It's like those old-fashioned copper wire power grids. Can it transmit energy? Yes. But the resistance is too great, and the loss is too high. Every time you give up on a transaction because of the Gas fee, it's essentially because the transmission resistance is too large, causing that part of economic energy not to flow. This is a huge waste.
In the tech circle, there is a famous saying: "Sufficiently advanced technology should feel like magic and make its presence invisible."
The biggest failure of the current Web3 is that it makes users aware of too many technical details: what Gas Price, what slippage, what cross-chain bridge. These should have been problems solved by the underlying protocol, but they have become obstacles for users.
@Plasma follows a subtractive approach. Through account abstraction and Paymaster, it transforms the blockchain into something like the HTTP protocol—ubiquitous, yet users do not need to understand it at all.
When $XPL is truly hidden in the background, burning silently, while the front-end billions of interactions feel no lag or friction, that will be the iPhone moment of Web3. Leave complexity to the code and return simplicity to the users.
[Personal opinion, not investment advice] #Plasma #大漠茶馆
The biggest failure of the current Web3 is that it makes users aware of too many technical details: what Gas Price, what slippage, what cross-chain bridge. These should have been problems solved by the underlying protocol, but they have become obstacles for users.
@Plasma follows a subtractive approach. Through account abstraction and Paymaster, it transforms the blockchain into something like the HTTP protocol—ubiquitous, yet users do not need to understand it at all.
When $XPL is truly hidden in the background, burning silently, while the front-end billions of interactions feel no lag or friction, that will be the iPhone moment of Web3. Leave complexity to the code and return simplicity to the users.
[Personal opinion, not investment advice] #Plasma #大漠茶馆
BTC is still grinding the central level; instead of being anxious in the candlestick chart, it's better to see what is happening with the Web3 infrastructure.
Brothers, let's first talk about Bitcoin (BTC).
As I just analyzed in the dynamics, the central level on the 1-hour chart is still under construction. Although a potential 'second buy' signal has been seen, we still need time to verify whether that probe is deep enough and whether the support is strong enough. This is also what I have been emphasizing: in trading, wait for signals, don't gamble on signals.
Plus, I've been busy moving recently, and the various boxes have made me overwhelmed, leaving me no energy to focus on those short-term fluctuations every few minutes. So my strategy these days is very clear: operate less and observe more.
As I just analyzed in the dynamics, the central level on the 1-hour chart is still under construction. Although a potential 'second buy' signal has been seen, we still need time to verify whether that probe is deep enough and whether the support is strong enough. This is also what I have been emphasizing: in trading, wait for signals, don't gamble on signals.
Plus, I've been busy moving recently, and the various boxes have made me overwhelmed, leaving me no energy to focus on those short-term fluctuations every few minutes. So my strategy these days is very clear: operate less and observe more.
Brothers, continuing from the previous analysis. Currently, BTC is still consolidating at the 1-hour level. Although a second buy signal has emerged, this spike needs to probe a bit more for safety. I've been busy moving recently and really don't have the energy to keep an eye on those erratic short-term trades; it's too exhausting.
In this fluctuating market, my strategy is: to watch contract positions more and act less, and to have a bit of spot allocation like @Vanarchain , which feels secure.
Why choose it? Because regardless of how the market fluctuates, the logic of "Web2 big companies entering infrastructure" that Vanar is working on remains unchanged. It doesn't depend on the market's whims like other projects; this kind of project with real business support, holding $VANRY in hand is like the right-side trading I pursue—steady and allows for a good night's sleep.
Once I've settled after moving, we can discuss this target in detail in our live broadcast.
[Personal opinion, not investment advice] #Vanar #大漠茶馆
In this fluctuating market, my strategy is: to watch contract positions more and act less, and to have a bit of spot allocation like @Vanarchain , which feels secure.
Why choose it? Because regardless of how the market fluctuates, the logic of "Web2 big companies entering infrastructure" that Vanar is working on remains unchanged. It doesn't depend on the market's whims like other projects; this kind of project with real business support, holding $VANRY in hand is like the right-side trading I pursue—steady and allows for a good night's sleep.
Once I've settled after moving, we can discuss this target in detail in our live broadcast.
[Personal opinion, not investment advice] #Vanar #大漠茶馆
Brothers, today we are going to talk about the BTC market. For details, everyone can look at the chart; I made a simple sketch. A potential first buy has appeared, and it is very important. This needle needs to be relatively deep to be safe.
Secondly, a second buy has also appeared. Next, there should be a period of volatile market, forming a central zone. I am looking at the 1-hour level, and currently, the corresponding strokes or segments are still not enough. We need to wait and see how it develops. Once it establishes the corresponding resistance and support levels, we can see how it moves, ultimately determining whether to go long or short.
So when I place contract orders, I need to observe more and not rush to act. I don’t like those trades that need to be closed shortly after they open; it’s too exhausting, and I don’t have that kind of time. I’m currently juggling multiple platforms, and I can’t help it. Brothers, please understand; I’m also moving houses soon. Once I finish moving and settle down, I’ll have time to come live and chat about the market with everyone, looking forward to some lighthearted discussions. 😄
#大漠茶馆 #BTC走势分析
Secondly, a second buy has also appeared. Next, there should be a period of volatile market, forming a central zone. I am looking at the 1-hour level, and currently, the corresponding strokes or segments are still not enough. We need to wait and see how it develops. Once it establishes the corresponding resistance and support levels, we can see how it moves, ultimately determining whether to go long or short.
So when I place contract orders, I need to observe more and not rush to act. I don’t like those trades that need to be closed shortly after they open; it’s too exhausting, and I don’t have that kind of time. I’m currently juggling multiple platforms, and I can’t help it. Brothers, please understand; I’m also moving houses soon. Once I finish moving and settle down, I’ll have time to come live and chat about the market with everyone, looking forward to some lighthearted discussions. 😄
#大漠茶馆 #BTC走势分析
The last piece of the puzzle for RWA: Why Wall Street is afraid to put a trillion dollars of assets on Ethereum?
What is the main theme for 2025-2026? There is no doubt it is RWA (Real World Assets on the blockchain).
BlackRock is making moves, banks are testing the waters, and everyone says a trillion dollars is knocking at the door. But there is an awkward fact that is rarely mentioned: traditional financial institutions simply cannot use the current public chains.
Imagine if a bank wanted to issue national debt tokens on the blockchain, could it accept transaction fees randomly fluctuating between $2 and $50 each time it distributes dividends to customers? Could it accept that its high-end clients need to remember 12 mnemonic words and buy ETH on an exchange to pay for gas just to receive an interest payment?
BlackRock is making moves, banks are testing the waters, and everyone says a trillion dollars is knocking at the door. But there is an awkward fact that is rarely mentioned: traditional financial institutions simply cannot use the current public chains.
Imagine if a bank wanted to issue national debt tokens on the blockchain, could it accept transaction fees randomly fluctuating between $2 and $50 each time it distributes dividends to customers? Could it accept that its high-end clients need to remember 12 mnemonic words and buy ETH on an exchange to pay for gas just to receive an interest payment?
Don't get caught in the dead end of 'mutual cutting', $VANRY is bringing in 'external money'.
Recently, I chatted with several old investors, and we all have a consensus: the current market is too difficult to play. Why? Because it is all about 'stock game'. Today you cut me, tomorrow I cut you, the funds are just circulating within the circle, with no fresh blood coming in.
If we want to survive in this market, we must find the breaker who can break the deadlock and bring in the 'external increment'.
This is why I have been focusing on @Vanarchain and not letting go of the underlying logic.
Look at other public chains, they stare at the small amount of transaction volume on the chain every day, eager to squeeze out the last drop of Gas from users. Isn't this just like running a casino?
If we want to survive in this market, we must find the breaker who can break the deadlock and bring in the 'external increment'.
This is why I have been focusing on @Vanarchain and not letting go of the underlying logic.
Look at other public chains, they stare at the small amount of transaction volume on the chain every day, eager to squeeze out the last drop of Gas from users. Isn't this just like running a casino?
The current market has just experienced a pullback after a sharp decline. I believe it is still early to go long; we need to wait for it to stabilize and form a bottoming pattern before making any moves.
The market always overestimates short-term price fluctuations while underestimating long-term infrastructure changes.
Current public chains are competing on TPS and TVL, essentially comparing whose "casino" is more luxuriously decorated. But if you only focus on which chain can produce a hundredfold golden dogs, you are likely to only make money through luck.
The truly smart money has started to lay out plans in the payment sector of the "post-speculation era."
I am optimistic about @Plasma , because it does not tell vague ecological stories, but focuses on the core issue of "payment friction." This may not sound sexy and can even be a bit dull. But you have to understand, Visa is also very dull, and Swift is also very dull, yet they have monopolized global finance for decades.
$XPL is not betting on the next wave of Meme trends, but is betting that Web3 will eventually return to the essence of value transmission. Don’t be a gambler; be a partner in infrastructure.
(This is a personal opinion and does not constitute investment advice) #Plasma #大漠茶馆
The market always overestimates short-term price fluctuations while underestimating long-term infrastructure changes.
Current public chains are competing on TPS and TVL, essentially comparing whose "casino" is more luxuriously decorated. But if you only focus on which chain can produce a hundredfold golden dogs, you are likely to only make money through luck.
The truly smart money has started to lay out plans in the payment sector of the "post-speculation era."
I am optimistic about @Plasma , because it does not tell vague ecological stories, but focuses on the core issue of "payment friction." This may not sound sexy and can even be a bit dull. But you have to understand, Visa is also very dull, and Swift is also very dull, yet they have monopolized global finance for decades.
$XPL is not betting on the next wave of Meme trends, but is betting that Web3 will eventually return to the essence of value transmission. Don’t be a gambler; be a partner in infrastructure.
(This is a personal opinion and does not constitute investment advice) #Plasma #大漠茶馆
What is the biggest fear in doing business? Before making any profit, a pile of entrance fees has to be paid.
In today's public chains, users are charged a toll (Gas) with just a click, which can be discouraging for those outside the circle who are used to a free internet.
The reason I keep my eyes on @Vanarchain is that I understand its "dimensionality reduction attack": a 0 Gas model targeting large enterprises. It's like a shopping mall directly offering "rent-free" to attract businesses; only in this way would giants like Google Cloud be willing to move their operations here.
Don't underestimate this "toll-free" strategy; it's the only ticket for Web3 to transition from a "niche casino" to "mass application." $VANRY holds this ticket.
[Personal opinion, not investment advice] #vanar #大漠茶馆
In today's public chains, users are charged a toll (Gas) with just a click, which can be discouraging for those outside the circle who are used to a free internet.
The reason I keep my eyes on @Vanarchain is that I understand its "dimensionality reduction attack": a 0 Gas model targeting large enterprises. It's like a shopping mall directly offering "rent-free" to attract businesses; only in this way would giants like Google Cloud be willing to move their operations here.
Don't underestimate this "toll-free" strategy; it's the only ticket for Web3 to transition from a "niche casino" to "mass application." $VANRY holds this ticket.
[Personal opinion, not investment advice] #vanar #大漠茶馆
Brothers, what's there to be afraid of? It's not the first time. After doing it this way, I think the bottom should be much more stable. Not sure if it will work or not 😅……#大漠茶馆
林克Clean
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During the massive crash, the central bank stepped in to take action, personal cryptocurrency trading is not illegal.
When prices rise, they remain silent, but as soon as there’s a crash, they immediately step in to intervene 😂
The document repeatedly emphasizes: investing in virtual currencies is at your own risk.
The contract is invalid, but it also indicates that personal investment is neither illegal nor against regulations; just don’t lose money and seek to defend your rights, that’s enough to give them trouble.
When prices rise, they remain silent, but as soon as there’s a crash, they immediately step in to intervene 😂
The document repeatedly emphasizes: investing in virtual currencies is at your own risk.
The contract is invalid, but it also indicates that personal investment is neither illegal nor against regulations; just don’t lose money and seek to defend your rights, that’s enough to give them trouble.
In my opinion, we should wait for the bottom to form, for example, everyone is looking at the MACD. If the price declines without breaking the previous low, and the momentum of the MACD moving down is insufficient, it will take some time to see this. We need to wait for the bottom to gradually rise. During this stage, we should look for structures and patterns, then consider what direction to take and where to enter. From my perspective, it is still early... #大漠茶馆 #BTC
If sending a WeChat message cost 0.5 yuan in data fees, would you still use it? — Looking at the inevitability of Plasma from the history of internet development
Many friends born in the 2000s may not know that in the late 1990s, going online was a very 'luxurious' and anxiety-inducing experience regarding billing.
At that time, we used dial-up internet through telephone lines, with charges incurred every minute. To save money, we would quickly disconnect after opening a webpage to read offline. The anxiety of 'constantly watching the timer' greatly limited the scenarios for internet use.
It wasn't until the emergence of 'broadband subscription' and WiFi that internet connectivity became an infrastructure as readily available as air, marking the true explosion of the golden age of the internet.
At that time, we used dial-up internet through telephone lines, with charges incurred every minute. To save money, we would quickly disconnect after opening a webpage to read offline. The anxiety of 'constantly watching the timer' greatly limited the scenarios for internet use.
It wasn't until the emergence of 'broadband subscription' and WiFi that internet connectivity became an infrastructure as readily available as air, marking the true explosion of the golden age of the internet.
Why don't Starbucks and Nike move all their business onto the chain? This calculation hasn't been figured out yet.
Brothers, today we won't talk about technical indicators; let's discuss some practical business insights.
I often chat with the bosses of traditional enterprises and ask them why they don't venture into Web3. Their answers are surprisingly consistent: 'Costs are uncontrollable, and this business is not feasible.'
Everyone think about it, in the world of Web2, developing an APP has fixed server costs; the more users, the more profits. However, on the current public chain, every user operation requires Gas, and once the chain is congested, Gas fees skyrocket, and users leave. The project side even has to subsidize costs. This 'pay-per-use' and 'price volatility' model is simply a nightmare for publicly traded companies that seek stable financial statements.
I often chat with the bosses of traditional enterprises and ask them why they don't venture into Web3. Their answers are surprisingly consistent: 'Costs are uncontrollable, and this business is not feasible.'
Everyone think about it, in the world of Web2, developing an APP has fixed server costs; the more users, the more profits. However, on the current public chain, every user operation requires Gas, and once the chain is congested, Gas fees skyrocket, and users leave. The project side even has to subsidize costs. This 'pay-per-use' and 'price volatility' model is simply a nightmare for publicly traded companies that seek stable financial statements.
Imagine you go to a restaurant to eat, and when it's time to pay, the owner insists that you pay an additional 'plate fee' on top of the meal cost, claiming that the waiter exerted effort walking from the kitchen to the table. You would definitely think this restaurant is crazy.
But this is exactly the current state of Web3: users want to make a value exchange (dine), but are forced to pay Gas (plate fee). This model of shifting infrastructure costs onto users is the fundamental reason hindering mass adoption.
@Plasma is working to bring blockchain back to normal business logic. Through Paymaster, the project team or network absorbs these 'friction costs' in the background, allowing users to enjoy services without worrying about the details of on-chain interactions. Only when technology becomes 'invisible' like restaurant service, will $XPL , as the underlying supporting asset, truly reveal its value. #Plasma #Desert Tea House
But this is exactly the current state of Web3: users want to make a value exchange (dine), but are forced to pay Gas (plate fee). This model of shifting infrastructure costs onto users is the fundamental reason hindering mass adoption.
@Plasma is working to bring blockchain back to normal business logic. Through Paymaster, the project team or network absorbs these 'friction costs' in the background, allowing users to enjoy services without worrying about the details of on-chain interactions. Only when technology becomes 'invisible' like restaurant service, will $XPL , as the underlying supporting asset, truly reveal its value. #Plasma #Desert Tea House
Brothers, let's talk about reality. Why have we been shouting about Web3 for so many years, yet our friends outside the circle still can't even use a wallet?
Ultimately, the barrier is too high, and the operation is too cumbersome.
I believe the logic behind @Vanar is very simple: it is here to 'flatten the barriers'. Whether it's deep integration with Google Cloud or the 0 Gas design aimed at large enterprises, Vanar's sole purpose is to allow ordinary people to use Web3 as smoothly as using WeChat.
It's like the upgrade from 'dial-up internet' to 'fiber broadband' back in the day. Before, you had to listen to the 'cat meow' to get online, but now you can be online anytime. Only by flattening those inhumane barriers can Web3 truly explode.
Don't just focus on those air projects that only know how to tweet; this $VANRY , which is genuinely committed to allowing 1 billion users to enter seamlessly, is the dark horse of the next cycle. #vanar #大漠茶馆
Ultimately, the barrier is too high, and the operation is too cumbersome.
I believe the logic behind @Vanar is very simple: it is here to 'flatten the barriers'. Whether it's deep integration with Google Cloud or the 0 Gas design aimed at large enterprises, Vanar's sole purpose is to allow ordinary people to use Web3 as smoothly as using WeChat.
It's like the upgrade from 'dial-up internet' to 'fiber broadband' back in the day. Before, you had to listen to the 'cat meow' to get online, but now you can be online anytime. Only by flattening those inhumane barriers can Web3 truly explode.
Don't just focus on those air projects that only know how to tweet; this $VANRY , which is genuinely committed to allowing 1 billion users to enter seamlessly, is the dark horse of the next cycle. #vanar #大漠茶馆
This video is the "Chán Lùn Series Course" that I promised everyone to record some time ago.
Currently, this episode is a pilot lesson, mainly aimed at helping everyone understand:
What kind of technique Chán Lùn really is, what its origin is, and who it is more suitable for learning and delving into.
I hope it can help everyone establish a clear understanding before entering the subsequent formal courses.
#大漠茶馆 #缠论教学
Currently, this episode is a pilot lesson, mainly aimed at helping everyone understand:
What kind of technique Chán Lùn really is, what its origin is, and who it is more suitable for learning and delving into.
I hope it can help everyone establish a clear understanding before entering the subsequent formal courses.
#大漠茶馆 #缠论教学
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