Aavegotchi FOMO narxFOMO

Call option in the money, just not in profit. Premium was too high. It happens Should have done a call spread (but victim of fomo here)

Wednesday’s US consumer price index (CPI) report, indicating a 0.5% monthly rise in consumer prices – the sharpest in two years – sparked a negative market reaction. Despite this, the broader cryptocurrency market staged a modest recovery. Sui Network’s native token (SUI), for one, has witnessed over 10% rebound in market cap over the past 24 hours. In contrast, most other projects remained stagnant within the same timeframe. SUI’s 5:1 Positive Social Bias SUI momentum in 2025 has been further boosted by new partnerships and staking rewards, which have managed to sustain user engagement. Social media platforms like X, Reddit, and Telegram are abuzz with bullish sentiment. In fact, according to Santiment’s latest update, positive commentary on the Sui ecosystem has dwarfed negative commentary by almost a 5:1 ratio, which is the highest positive bias for the token since mid-September. Branded by its founders as a “Deliverer of Benefits of Web3 With the Ease of Web2,” Sui Network has managed to position itself as a leading player in the DeFi and gaming sectors while offering fast, low-cost transactions that appeal to users. While the current rebound is modest compared to SUI’s impressive rally of more than 259% over the past five months, it has revived optimism among investors. However, Santiment has warned against excessive crowd FOMO, cautioning that continued upward movement this week could spark retail greed and hinder the organic growth long-term investors are anticipating. “Just be cautious of too much crowd FOMO if the bounce continues the rest of the week, as retail greed could delay a more organic rally that patient investors have been waiting for.” SUI’s November Downtime Last November, Sui Network experienced significant disruption which halted mainnet block production for two hours due to a bug in its transaction scheduling logic, which caused validator crashes. The issue was swiftly addressed, allowing the network to resume transaction processing. However, the outage triggered a double-digit drop in SUI’s price. SUI’s recovery following the outage was quick. During the early 2025 rally, SUI capitalized on bullish market sentiment, surging above $5. However, as the market cooled off, SUI faced increased selling pressure which dragged its value back below $4 by February 2025. The post SUI Social Sentiment Hits New High: Positive Bias at Strongest Since Mid-September appeared first on CryptoPotato.

🚨 BREAKING 🚨 🇬🇧 @Barclays , with $1.6 TRILLION in assets, just bought $131 MILLION worth of #Bitcoin! 💥 Banks are FOMO-ing hard into crypto! 📈 What’s next for the banking world? 💰 #Bitcoin #CryptoNews #Barclays #CryptoAdoption #FOMO

Bitcoin remains in consolidation, currently priced at around $96,200. While it struggles to reclaim the psychological $100,000 mark, uncertainty continues to linger among investors. The latest US economic reports failed to shake the crypto market , with BTC showing resilience despite inflation concerns. BTC-USDT 1-day chart - Bitget The latest US CPI report revealed core inflation at 3.2% in January, slightly up from December’s 3.1%. This dampened expectations of multiple interest rate cuts in 2025. While Federal Reserve Chair Powell acknowledged progress toward the 2% inflation target during his Capitol Hill testimony, he suggested rate cuts are not imminent. Bitcoin briefly dropped to $94,106 before rebounding. Following a short-lived pullback, Bitcoin gained momentum as discussions surrounding a US Strategic Bitcoin Reserve (SBR) intensified. The proposed Bitcoin Act, introduced in late 2024, suggests the US government acquire one million BTC over five years with a 20-year holding period. Such an initiative could significantly shift the supply-demand balance in Bitcoin’s favor. While the Bitcoin Act awaits congressional approval, multiple US states are taking independent steps to integrate Bitcoin into their financial strategies: If Congress passes the Bitcoin Act, it could trigger widespread Bitcoin accumulation , much like historical gold accumulation trends. A national Bitcoin reserve could fuel global FOMO, driving prices to new highs. Investors are watching closely as regulatory discussions unfold, with Bitcoin’s future potentially shaped by government policies in the coming months.

《 AI Agent 圣诞树的思考》 AI agent 估值走了一个过山车，后面路在何方？作为Web3 AI创业者和投资者，下面是个人的一些思考 - 为什么崩盘 - AI agent的估值逻辑 - AI agent 成功的应用 - AI Agent 面临的问题 - 后续展望 1. 为什么崩盘 AI agent 崩盘有2个触发因素，一个是trump的meme币把市场的流动性抽走了，trump发射当天很多人卖ai的币去梭哈$trump; 另外一个更重要的因素是低成本的deepseek的推出，让AI对算力的依赖度下降，带崩了英伟达，情绪也传导了其他AI公司股价和Web3 AI agent的币价，甚至对美国主导的科技创新也是一个打击，而币圈和美国（美股）是强相关的。 但是从长期看，底层算力成本的降低，对搭建AI agent是有很大好处的，比如现在开发AI应用，由于chatgpt成本问题，开发者只能减少调用次数，有了deepseek，成本问题就大大减轻。 2. AI Agent的估值逻辑 目前市值对AI agent 的估值 = （基本面 +叙事）* 市场情绪。 基本面就是项目现在的情况，比如现金流，活跃用户数，用户使用时间，推特热度等，而叙事是项目未来的想象力，如果现在基本面一般，但是叙事有前景，市场也会买单，这个和股票市场用户买入亏损但是有发展前景的股票1个道理。市场情绪波动很大，前一阵子市场fomo情绪严重，所以给了ai项目很多溢价；现在fud很严重，估值就严重缩水。 3. AI Agent 成功的应用 为什么重点关注AI agent 成功的应用，而不是AI的Infra？ 因为有了成功的应用，Infra 必然有价值；如果只看infra，没有成功的应用，business model是不成立的。 目前看@aixbt_agent 已经证明了ai agent的product market fit，通过LLM快速搭建1个比人类更厉害的加密KOL， kaito的mindshare里面aixbt_agent 长期在前3。 另外，@_kaitoai 虽然不是ai agent，但是也是web3 ai的成功应用，之前kaito做加密数据分析没有特别好的爆发点，但是通过yaps 一下子找到了product market fit， 通过LLM技术找到优质的KOL和内容，也可以帮助项目方做营销， 一些顶级项目比如@StoryProtocol @monad_xyz都和Kaito建立了合作。让项目方和用户同时来卷yaps，最终最大的受益方是Kaito。 4. AI Agent 面临的问题 第一个问题是市场情绪问题，这个时间可以修复；第二个是流动性问题，如果整个币圈的流动性出现问题，植根于币圈的AI Agent 肯定会受影响；第三个是pumpfun 发射的ai agent有很多盘子项目， 没有长期建设的计划，挤压了真正的长期builder的空间，有一定的劣币驱逐良币；第四是AI的语言能力很强，但是在真正的交易决策方面，没有突出的能力，甚至有时候可能会有幻觉造成的投资错误。 5. 后续展望 AI agent 短期看可能受制于上面的问题，但是长期看，有非常大的发展空间，这取决于AI本身技术的进步和在web3领域训练的时间和成本。@aixbt_agent 已经是成功的加密KOL，下一阶段就是DeFAI，不过现在还是早期。回想DeFi第一次提出是2018年夏天，而真正繁荣是2年后的DeFi Summer，或许DeFAI也需要这样的周期。 如果觉得上面的思考有价值，欢迎大家点赞，转发和留言。