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    "text": "今天跟朋友聊到这轮Crypto抄底该抄什么beta标的，朋友说他在抄MSTR，而在这一点上我们并没有达成共识。\n\n朋友的逻辑是这轮MSTR的市值已经跌破其持有的BTC的价值（nav），现在大概是7折左右，他认为到了下轮牛市高点，这个折扣会消失，变成溢价。\n\n我觉得上轮周期大家普遍把MSTR当作“杠杆BTC”在买，牛市中MSTR有融资能力去持续购买BTC，这个“融资能力”就是其市值对应Nav溢价的来源，在2024年高点时，市值/nav的溢价甚至达到了4倍。\n\n而近期MSTR开始卖币，显然是Saylor也意识到了，这个“持续买买买”的模型是长期跑不通的，因为最终还是要拿钱出来还给债主利息，如果牛市一直在高位追高给全市场抬轿子，那么到了熊市市值跌破nav“丧失融资能力后”，就会被迫低位出手btc去还利息，这就成了高买低卖了。\n\n所以Saylor的方案是什么？在近期Q2的财报中，他说会在未来去参考更多指标去判断周期高低点去做买卖决策。也就意味着，这轮MSTR已经从一家财库公司转变成了“带杠杆的基金公司”。\n\n所以如果MSTR已经变成了一家基金公司，凭什么牛市中市场还会给他这么高的nav溢价？尤其是mstr在过去的每一笔交易中几乎都展示出了极差的建仓判断和极高的磨损成本。\n\n你投MSTR就像你投了一家炒btc的基金公司，这个基金管理人在交易操作中菜的抠脚，且他的所有买卖行为和杠杆都被全市场所关注（意味着买的时候全市场都会尝试抢跑他们，砸的时候全市场都在等它先砸完），那么它凭什么享有很高的溢价？\n\n当然，我认为目前mstr 7折的折扣在牛市中大概率也会被抹平，但与其去投这样一家“基金公司”去帮我炒btc，我可能更愿意相信我自己。",
    "date": "2026-08-02 13:10:16",
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    "id": "2065307748611592676",
    "text": "最近有不少朋友来问我为什么跟crcl杠上了，AI这么火为什么不去追AI？\n\n其实不是跟Crcl杠上了，AI标的和其他山寨币我都在玩，但是在做短线交易，我不可能开个单就发个帖子。\n\n最近我在想的一个问题：如果让我挑一批可以长拿并且现在可以建仓的标的，有哪些要求？符合这些要求的标的有哪些？\n\n想了想，我对于建仓长拿标的的要求是：\n1. 持仓周期是至少放心拿3-5年（这个“放心”很重要，因为我自己要足够懂它的周期，或者它自身已经有足够长的时间证明自己，比如qqq）\n2. 标的在一个快速增长的市场里，有至少5-10年的可预见增长（有足够的成长股安全垫），且有足够好的护城河\n3. 现在价格相对低价（因为如果是长拿就不怕等建仓机会，短线则无所谓，今天追了，下周平了我也无所谓什么估值高低，主要还是看情绪）\n\n在我的认知里（有分歧很正常）：\n盘一盘哪些明显不符合以上要求？哪些有些符合？哪些全都符合？还有哪些是我不确定的？\n\n首先明显不符合的：几乎所有中概股，A股，黄金白银贵金属（年初就已经看顶），山寨币（包括eth，eth比较适合做周期波段交易）\n\n符合1和2要求的标的：Apple，Nvda，Google，QQQ，OEF\n\n符合123要求的标的：涉及到3就一定不会是AI相关的标的，而在Crypto赛道，BTC，Crcl（其实我也想把Hype加进去，但严格按这个标准来说，还不是）\n\n那些我不确定的：\n存储股：三星，海力士，SNDK，MU。不符合3，符合2，不确定符不符合1\nMag7的其他家：微软，Meta，Tesla，我不那么确定\n消费类的价值股：符合1和3，不符合2\nAI产业链更细分的就更不在我的开枪范围了，因为我不够懂，比如光通信的Lumentum，Coherent，Nokia，芯片的Marvell，博通，这些跟着qqq的波动做做短线得了，让我重仓梭进去追高我也拿不住，更不会知道什么时候该止损。\n\n现在是crypto每四年一次的播种季，麻将固然好玩，但不能误了农时，不然明年这个时候又要愁下一把麻将钱去哪找了。",
    "date": "2026-06-12 05:38:33",
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    "id": "2067162038552694865",
    "text": "都说被锁在外面的几十亿人才是代币化股票的真实市场。\n\n阿根廷人想买SPY，尼日利亚人想买NVDA，土耳其人想持有美元资产，中国人想配置海外资产。美国vc问“谁会买tokenized stocks”，其实是在问“为什么不用Robinhood”。\n\n可这几十亿人压根没法用robinhood\n\n我觉得这个结论是对的，但是只对一半\n\n他们很多时候要的其实是美元，股票只是个顺手能买到的壳。\n\n过去几年真正爆的是稳定币和链上国债，股票这层一直不温不火。\n\n但这反而让我越想越在意另一件事。\n\n2009年crypto的梦是绕开银行、绕开美元、绕开华尔街、绕开主权。2026年最成功的crypto产品，清一色在帮全球更多人持有美国资产。\n\n很多人管这叫tradfi上链，但真正在发生的，是crypto变成了美元体系的新分销渠道。\n\n最骚的是美国现在不拦了，反手给稳定币立法开绿灯。因为华盛顿想明白了，链上美元和链上国债是它最好的出口渠道，铺进了资本管制和银行进不去的地方。当年想干掉帝国的那套去中心化轨道，成了帝国最高效的运货车。\n\n所以哪天几十亿人是通过钱包、不是券商进入美国资本市场。\n\n这到底算crypto赢了，还是美元赢了？\n\n我倾向后者，但也可能我太悲观。",
    "date": "2026-06-17 08:26:50",
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    "id": "2071440177621561628",
    "text": "现在就是把做空键抠掉，然后根据你对底部的判断，去计划抄底时间表的时候。比如你看最低到5w，那就6w、5w、分别抄1/3，然后留1/3到万一跌到4w抄，就算跌不到4w，这部分资金也可以灵活配置，到时候牛初启动了追涨也行。周期底部的时候最忌讳的就是觉得自己能完美判断底，一点容错空间不给自己留的。",
    "date": "2026-06-29 03:46:38",
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    "text": "我觉得spacex这个位置应该至少还有一次腰斩，不是不看好业务或者不看好马斯克，而是spacex的私募轮投资人赚太多了。目前spacex市值1.6万亿美元，粗略估计50%是musk的持股且他不会卖，剩下8000亿美元是其他高管和投资人的，但spacex在上市前只融了100亿美元左右，资本利用效率和资本回报都极高，这80倍的平均浮赢出一半都是4000亿，市场哪里来的4000亿美元的二级资金去承接一只票。\n\n8月开始解锁第一批老股东，还没解锁呢，ipo的资金已经跑路了，我觉得想抄spacex至少要等2年。",
    "date": "2026-07-23 04:08:07",
    "date_only": "2026-07-23",
    "timestamp": 1784779687.0,
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  {
    "id": "2084916813008384100",
    "text": "@punk2898 现在流通里借来做空的两百多亿，put对应的名义价值两百多亿，假设这里面没有任何一个外部投资人，全都是老股东套保的（实际能有1/3就不错了），还有将近500-600亿，所以1000亿美金已经被市场吃完的依据是？",
    "date": "2026-08-05 08:17:58",
    "date_only": "2026-08-05",
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  {
    "id": "1992805117335392688",
    "text": "聊聊今晚Monad开盘的策略：看空\n- 目前Mon盘前34亿FDV\n- 下面是Monad的筹码结构\n- 空投要发3.3%，ICO卖了7.5%，生态激励解锁了2%，所以开盘当天解锁的有12.8%的代币，按目前盘前FDV算，合4.4亿美金，这个筹码结构项目方拉盘爆空的可能性为0，他捡回筹码的成本要高过可爆的空头对手盘\n- Monad https://t.co/GrzbrhGztn",
    "date": "2025-11-24 03:58:59",
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    "id": "2033738181137600839",
    "text": "正好前几天有小伙伴问我怎么看CRCL，就拿这个方法来看大区间的交易机会，走势已经出higher high了，跌了半年多的趋势开始逆转了，你要想进就等个higher low再进，赌不会出lower low，如果出了就止损跑 https://t.co/FqiTp4VV8K",
    "date": "2026-03-17 02:52:22",
    "date_only": "2026-03-17",
    "timestamp": 1773715942.0,
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  {
    "id": "2074101707236430271",
    "text": "回应一下第一个点，虽然不是说这种技术指标就该刻舟求剑，但就结果上看，因为这轮宏观没有放水，BTC周期顶部确实没有不是hype顶。\n\n图一是月线RSI\n图二是MVRV\n\n可以参考前几轮的看一下 https://t.co/KlFegIaRAb",
    "date": "2026-07-06 12:02:36",
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    "id": "2083230993058848781",
    "text": "刚又把早上出掉的存储仓位捡回来一些，这次仓位开了不到昨天的一半。逻辑是，我的判断是这个位置虽然没昨天博反弹的交易setup这么清晰，但如果昨天是阶段大底的观点不变（利空出尽，悬着的财报季和fomc均已落地，最大的多头杠杆清掉，市场情绪出现拐点），一天40%的反弹，开盘回调十几个点让获利盘和套",
    "date": "2026-07-31 16:39:07",
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    "id": "1995495034444210664",
    "text": "围绕着这些确定因子，就可以推导出行为了，比如：\n1. 空投不卖我不买\n2. 投资人开始解锁的币我只空\n3. 高开大概率空，低开看看有没有机会买\n4. 没新预期的项目不玩（因为没新预期做市商就没吸引散户当退出流动性的钩子，也就不会拉盘）\n5.",
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  {
    "id": "1936237849940312068",
    "text": "行情走的挺不健康的，尤其是sol，4月初跌到95，出现超卖，反弹了近一倍然后继续派发，标准周期派发形态，可以参考下上轮。这里想赌是二探的可以110-120左右抄，但破了一定要快跑，如果100再破了大家可以彻底2025年歇逼出去旅游了😅 https://t.co/CHU69U1t9d",
    "date": "2025-06-21 01:40:51",
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  {
    "id": "1966856206410285391",
    "text": "这周没好友来访，得了个清净的周六晚上盯盯盘整理下思路，趁着最近大家讨论降息后的仓位管理，也聊聊我对降息后市的看法是什么，以及我的操作。\n\n先聊聊事实：\n咱们刻舟求个剑，整理了一下过去50年共11轮美元降息周期里，降息后标普500的1个月、3个月、12个月表现（加密货币会跟着美股走）： https://t.co/32XTQ5I0wX",
    "date": "2025-09-13 13:27:16",
    "date_only": "2025-09-13",
    "timestamp": 1757770036.0,
    "likes": 297,
    "retweets": 41,
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    "url": "https://x.com/Michael_Liu93/status/1966856206410285391",
    "substance_score": 5.869999999999999,
    "jev_is_substantive": 0.82,
    "jev_domain": "macro_cycle",
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    "jev_depth": 2.06,
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  },
  {
    "id": "2030794133833650360",
    "text": "唉，石油今天开盘直接刺了21%，历史上石油到最后冲刺阶段都是美股大暴跌的开始\n\n油价高>通胀高>无法降息甚至要加息控通胀>企业利润受挤压>裁员>经济更差>但又因为高通胀无法降息救经济\n\n美联储有两个使命\n1. ‌保证最大可持续就业（控失业率）\n2. 保证价格稳定（控通胀） https://t.co/rUvyiwXj3t",
    "date": "2026-03-08 23:53:46",
    "date_only": "2026-03-08",
    "timestamp": 1773014026.0,
    "likes": 237,
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    "url": "https://x.com/Michael_Liu93/status/2030794133833650360",
    "substance_score": 6.018999999999999,
    "jev_is_substantive": 0.91,
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  {
    "id": "2033734220678631537",
    "text": "之前聊过这个话题，熊市不要盯着突破做交易，或者觉得某个区间破了行情就来了，小区间的突破放大一个区间你会发现一百个阻力位。\n\n牛市多Bear Trap，熊市多Bull Trap，但趋势是你的朋友，盯着lower high和lower low你就不会对趋势错判， 要做右侧就等趋势变了再去做，在此之前任何突破都当烟雾弹。 https://t.co/ZyFfz95DgV",
    "date": "2026-03-17 02:36:37",
    "date_only": "2026-03-17",
    "timestamp": 1773714997.0,
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  {
    "id": "2097731826072838606",
    "text": "有好几个朋友来问bnc为什么砸的这么厉害了，我觉得其实就是美股流动性太差了，稍微有个人出点货就砸下去了。这个BNB的DAT在4stock出来之前每天只有20-30wu的成交量，你可以理解就没美股资金在冲，4stock出来的那天带动美股成交量一下到了7000万，然后这两天又回落到小百万了。主要战场都是在链上和合约里，币圈哥们们pvp。\n\n所以如果你是很在乎这个短期涨跌的，我劝你别交易这个标的，如果你是想“折价”买bnb现货的，又相信cz和hy能把这个bnb dat搞起来，那你就当现货买了拿着。\n\n可能看了这个交易量数据你也就理解为什么我觉得4stock对币安做成BNC多么重要了吧。",
    "date": "2026-09-09 17:00:15",
    "date_only": "2026-09-09",
    "timestamp": 1788973215.0,
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  {
    "id": "2071437321661256072",
    "text": "给大家个建议，就算你觉得还有最后一跌，现在也一定一定不要再空单思维了。没人知道周期底部是5w还是4w，但节奏很关键，假设你6w抄一半，就算极限跌到4万，你再抄一半，平均成本5w只比现在价格跌了16%，但如果这个位置你开着空单，反弹到7w（完全有可能），你同样也是亏16%，而这种反弹会把你的节奏完",
    "date": "2026-06-29 03:35:17",
    "date_only": "2026-06-29",
    "timestamp": 1782704117.0,
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    "substance_score": 5.604,
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  {
    "id": "1898718408101003399",
    "text": "之前提醒过很多次了，再啰嗦一遍🥲，链上发行的币，上了大CEX以后，一律不能在二级接，DEX的涨幅空间越大、控筹越低、上了CEX就越不能接。因为价格发现的过程都在DEX上完成了，上CEX就出货是散户、项目方、MM和各利益方的共识，所以大家都会上了就抢跑，就算项目方不弃盘，想拉第二波也得先把第一波套",
    "date": "2025-03-09 12:51:59",
    "date_only": "2025-03-09",
    "timestamp": 1741524719.0,
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  {
    "id": "1997399261177384960",
    "text": "@bitfool1 说来如果是一个长期的bet，为啥要在降息周期初买usdc呢，他的利润只会越来越少，美股投资人是不会去拿P/发行量给usdc估值的，而如果又是个多头垄断的市场，usdt上市后，usdc会有明显的估值折扣。而如果你赌的是crypto市场后面仍是牛市，那为什么买的是circle而不是coinbase（牛市里交易量的增量一定是",
    "date": "2025-12-06 20:14:28",
    "date_only": "2025-12-06",
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    "url": "https://x.com/Michael_Liu93/status/1997399261177384960",
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  {
    "id": "2025840693906985281",
    "text": "这波下跌周期里第一次抄ETH，长期是不是底不好说，底是需要磨出来的，但这个位置来个反弹问题不大，这波ETH在币安的换手量跟FTX暴雷时持平，上一次这么大的换手量是近4年前，这还是ETH在CEX的交易量已经被ETF和DAT稀释的情况下，实际惨烈情况应该跟3AC那会儿差不多了。 https://t.co/Cihnlglc2b",
    "date": "2026-02-23 07:50:34",
    "date_only": "2026-02-23",
    "timestamp": 1771833034.0,
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    "id": "2070146612031377774",
    "text": "STRC继续跳水，这种飞轮向下螺旋的时候千万别接飞刀。\n\n现在MSTR面临的窘境：\n卖BTC还利息 = 高位建仓，低位割肉\n普通股对应btc的nav有折扣时增发mstr买BTC = 减少每股btc含量\n\n在MSTR不解决STRC问题之前，市场是不会形成有效接盘力量的，都在等着雷被拆掉或者雷爆掉。 https://t.co/XjkCtpkImo",
    "date": "2026-06-25 14:06:28",
    "date_only": "2026-06-25",
    "timestamp": 1782396388.0,
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  {
    "id": "2051238349629976751",
    "text": "hyperliquid和币安的周末价格发现的逻辑不太一样。币安会冻结指数价格，周末有资金把价格冲的偏离指数价格的话费率就会容易出现极值，hyperliquid周中会用外部定价，周末则会切换成外部定价+ema平滑机制去削减周末的费率极值。 https://t.co/MPKTATITOk",
    "date": "2026-05-04 09:51:47",
    "date_only": "2026-05-04",
    "timestamp": 1777888307.0,
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  {
    "id": "1841896933939671311",
    "text": "好久没写二级的内容了，uxlink这种upbit做庄的妖币千万要谨慎在市场差的时候空它，这里支撑位都破了，但看庄钱包并没有大量的筹码转出，就小百万，然后也没出现现期价差，funding rate也是正常的，这种时候我宁愿错过空它的机会也不会硬着头铁上。 https://t.co/2JaYfSYEs2",
    "date": "2024-10-03 17:43:44",
    "date_only": "2024-10-03",
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  {
    "id": "2049203068311584965",
    "text": "今天有人问我为什么我白银看到5开头，却在72附近平了一大半空单。原因是因为我觉得原油短期到顶了，这俩资产近期几乎是完全负相关，所以先止盈一部分，有反弹了再逢高空进去。(蓝色是wti原油价格，蜡烛图是白银 https://t.co/MlTJQujw32",
    "date": "2026-04-28 19:04:18",
    "date_only": "2026-04-28",
    "timestamp": 1777403058.0,
    "likes": 20,
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  {
    "id": "2074122994251857985",
    "text": "买存储股本质上就是在炒存储的商品价格，跟你看涨石油买石油公司本质上没区别。比如美光，过去一年7成的收入增长来源于单位价格涨价，传导到净利润层面，8成来源于单位价格涨价。 https://t.co/4n9A4JjwhJ",
    "date": "2026-07-06 13:27:11",
    "date_only": "2026-07-06",
    "timestamp": 1783344431.0,
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  {
    "id": "1965941085752144285",
    "text": "一个月前写Pump这篇帖子的时候，Pump刚从Bonk手里抢回市场份额并开始回购，那会儿回购了1%不到，到今天已经回购了6.15%了，不到30天时间从市场上收回来了超过5%的流通筹码（这还是最近链上很枯的时候），一共就33%在外面，下一次解锁要等到26年年中，按这种收法，流通盘会越来越少，价格到后面越容易螺 https://t.co/HlKgrDlc3W",
    "date": "2025-09-11 00:50:54",
    "date_only": "2025-09-11",
    "timestamp": 1757551854.0,
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  {
    "id": "1905319764026876408",
    "text": "不该一次性上四个的，最明显的是mubarak上了现货之后不涨反砸，成sell the news了，流动性本来就差，四个标的市场根本没法合力，都在找最便宜的上，而不是合力追龙头，如果这波上现货效果不好，bsc接下来的链上流动性会加速退潮。",
    "date": "2025-03-27 18:03:25",
    "date_only": "2025-03-27",
    "timestamp": 1743098605.0,
    "likes": 247,
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  {
    "id": "1839491335243612237",
    "text": "@fubo2552 你如果经常玩sol生态你也该知道，sol上的95%以上的池子是在ray上的，第二大的是meteora。ray的fdv是9亿，jup的fdv是90亿，一个聚合器比底层池子贵10倍。举个例子，现在uniswap 73亿，1inch4亿，如果1inch反过来变成730亿，你觉得合理会去买吗？",
    "date": "2024-09-27 02:24:45",
    "date_only": "2024-09-27",
    "timestamp": 1727403885.0,
    "likes": 10,
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  {
    "id": "1991759714041098565",
    "text": "@wf62mm9mxz @follow_clues 我觉得你可能需要理解下convertible debt是什么。\n\n是否转换成股票的权利在债权人，而不是mstr决定，这也是为什么mstr的债大部分都是0利率的。本质上你如果借钱给了mstr，就是把你的债的利息换一个btc的远期期权。",
    "date": "2025-11-21 06:44:55",
    "date_only": "2025-11-21",
    "timestamp": 1763707495.0,
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    "substance_score": 4.647,
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  {
    "id": "2034616876274508111",
    "text": "@0xmao_eth 为什么要加呢？这个btc yield的飞轮是对应普通股有premium去买btc才是“划算”啊。\n\n如果债也算，理论上你也可以说要做一个无限举债买btc的公司，只要利息低于btc每年的价格增长这家公司就不可能破产。但这你觉得说得通吗？",
    "date": "2026-03-19 13:03:59",
    "date_only": "2026-03-19",
    "timestamp": 1773925439.0,
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    "substance_score": 4.7909999999999995,
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  },
  {
    "id": "2097304406316261653",
    "text": "多建了一些BNC的仓位，细说下逻辑：\n1. 目前BNC这家美股财库公司持有的bnb大概4个亿美金，但公司市值只有2亿，折扣有50%。\n2. 今天four meme发bnc池的meme，然后cz去转发bnc的内容，币安内部想推动BNB DAT的意图很明显了\n3. https://t.co/mKTRebHHPV",
    "date": "2026-09-08 12:41:51",
    "date_only": "2026-09-08",
    "timestamp": 1788871311.0,
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    "url": "https://x.com/Michael_Liu93/status/2097304406316261653",
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    "jev_is_substantive": 0.85,
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    "jev_confidence": 0.38,
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  {
    "id": "2025842396718825954",
    "text": "这就是我抄底三条件中说的第一条（投降式的换手量），而对于BTC，CEX内虽然还没看到这样的投降式换手，但ETF中却有出现（IBIT占了BTC ETF 60%左右的AUM，二级换手有出巨量），这也比较符合这轮机构+ETF驱动BTC周期的特点。 https://t.co/Cn28zYTaHc",
    "date": "2026-02-23 07:57:20",
    "date_only": "2026-02-23",
    "timestamp": 1771833440.0,
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    "url": "https://x.com/Michael_Liu93/status/2025842396718825954",
    "substance_score": 5.672,
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  },
  {
    "id": "2077800519205323180",
    "text": "我发现这波被套在存储上的人全都是盯着低p/e和存储需求仍然很坚挺被套的。\n\n但只要你想明白了今年存储公司利润的暴涨几乎都是asp涨价带来的，你炒存储股跟炒内存条的价格本质上没区别时，可能也就没这么fomo，止损起来也就没这么难了。",
    "date": "2026-07-16 17:00:22",
    "date_only": "2026-07-16",
    "timestamp": 1784221222.0,
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    "substance_score": 5.4,
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  },
  {
    "id": "2094282053781164082",
    "text": "这轮我们很难再看到纯meme的市值能达到上一轮的高度了，哪怕是之前的20%。上轮周期的meme上了cex之后，二级的大户和机构提供了非常大的买盘，所以我们看到了pnut neiro act这些meme在上了币安之后仍然有着不错的涨幅，而最终筹码从链上几乎全部转移到了二级的机构和散户手里。但苦了这些二级机构，上轮敢在二级收筹坐庄的都亏肿了，也有被直接献祭的。\n\nmeme控筹永远是核心问题，链上的meme在二级控筹太贵了，控的好的有个80%就不错了，不可能让二级庄控到95%以上去做妖币操盘的，而且现在还在币圈玩的大资金都是聪明钱了，看你控筹控的差不多了就不跟你玩了，之前的大Neiro，控完筹就被下架，还有最近的币安人生，越拉OI越低，我都想不到他们怎么收回成本。",
    "date": "2026-08-31 04:32:06",
    "date_only": "2026-08-31",
    "timestamp": 1788150726.0,
    "likes": 201,
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    "text_len": 333,
    "curation_score": 711.0,
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    "url": "https://x.com/Michael_Liu93/status/2094282053781164082",
    "substance_score": 5.274,
    "jev_is_substantive": 0.9,
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    "jev_confidence": 0.99,
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  },
  {
    "id": "2082798877707792691",
    "text": "反弹逻辑是什么？\n几个hyperscaler财报都出了，不减capex不影响基本面。美联储会议落地，短期利好，虽然7月没加意味着9月加息概率大，但还是给8月初资金冲一波的时间。韩国那边开始讨论如何救市了。sk会长刚抄底海力士了。价格还可以，前低止损位也很清晰。",
    "date": "2026-07-30 12:02:03",
    "date_only": "2026-07-30",
    "timestamp": 1785412923.0,
    "likes": 132,
    "retweets": 11,
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    "text_len": 130,
    "curation_score": 542.4,
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    "url": "https://x.com/Michael_Liu93/status/2082798877707792691",
    "substance_score": 5.5,
    "jev_is_substantive": 0.94,
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    "jev_confidence": 0.85,
    "jev_depth": 2.0,
    "jev_has_rule": 0.39,
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  },
  {
    "id": "2047563161579221095",
    "text": "好久没聊币圈大盘了，回过头看看两个月前抄底反弹时候设置的78000和2600的目标，目前btc反弹最高到79400附近，eth反弹最高到2460附近，显然高估了eth市占率的反弹力度（本来觉得易和garrett代表的资本在清仓eth后反弹会更猛烈）然而这波defi被盗事件直接把拉升期的eth.d打了下来了。 https://t.co/dVTzPx4sUs",
    "date": "2026-04-24 06:27:54",
    "date_only": "2026-04-24",
    "timestamp": 1777012074.0,
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    "substance_score": 5.722999999999999,
    "jev_is_substantive": 0.87,
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  },
  {
    "id": "1976431341291110797",
    "text": "感觉Bsc meme又有要走上brocolli那会儿老路的意思。市场里流动性一共就这么多，链上一部分，alpha一部分，二级一部分，上一个alpha的币，能去1亿，上5个就是各2千万，二级上一个能去5个亿，上5个就各1个亿，上的越多天花板就会越来越低，上一层的天花板低了以后也会挤压下一层的。",
    "date": "2025-10-09 23:35:26",
    "date_only": "2025-10-09",
    "timestamp": 1760052926.0,
    "likes": 277,
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    "substance_score": 5.229,
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    "jev_confidence": 0.96,
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  },
  {
    "id": "2019441976803037288",
    "text": "这个位置想抄的，不是说不能抄，一定会有反弹，但熊市接针博反弹是个性价比特别差的交易。\n\n熊市越后期反弹越弱。你赌个10-15%的周反弹，但往下10-15%一天就能完成，博反弹不如等反弹空。",
    "date": "2026-02-05 16:04:21",
    "date_only": "2026-02-05",
    "timestamp": 1770307461.0,
    "likes": 211,
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    "substance_score": 5.461,
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    "quality_score": 5.461,
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  },
  {
    "id": "2097983863293358127",
    "text": "又加仓了一些bnc，这家公司的初始股东成本价在10块，现在一半的价格都不到，还对比bnb的nav有50%的折扣，币安这轮想bnb新高一定需要推动dat去拉美股资金，cz hy最近又明显做了要推动的动作，买了就当现货拿bnb了。估计在等fourmeme那边把bnc4的mint和赎回给搞好就发力了，现在我看链上还比正股有溢价。",
    "date": "2026-09-10 09:41:46",
    "date_only": "2026-09-10",
    "timestamp": 1789033306.0,
    "likes": 107,
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    "text_len": 162,
    "curation_score": 378.3,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2097983863293358127",
    "substance_score": 5.027,
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    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.75,
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  },
  {
    "id": "2097256795278622721",
    "text": "Anthropic第一天保守目标还是3万亿，如果fomo的厉害去个4万亿以上吧\n\n年底1200亿-1300亿美金的arr，3万亿美金也就是25x左右2026 forward P/arr。对比之下BE forward p/s 18x，palantir forward p/s 51x，spcx forward p/s 45x，当时saas泡沫的时候snowflake还有一大堆30-100x p/s的公司。",
    "date": "2026-09-08 09:32:39",
    "date_only": "2026-09-08",
    "timestamp": 1788859959.0,
    "likes": 63,
    "retweets": 5,
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    "substance_score": 4.835,
    "jev_is_substantive": 0.84,
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    "jev_confidence": 0.99,
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    "quality_score": 4.835,
    "is_mental_model": false
  },
  {
    "id": "2051184930542235757",
    "text": "币安的费率问题不止在cl和bz，贵金属和美股都有问题，今天凌晨的crcl费率一度是0.4%-0.6%，同一时间hyperliquid上费率就是正常的0.001%以下，上个月有个周末更是夸张，几个小时-1.5%的费率，有这种极值情况基本没法在币安拿tradifi的单子了，可能一天不注意，利润全被费率吃了，我目前的美股和贵金属单 https://t.co/BoRZbXlvzf",
    "date": "2026-05-04 06:19:31",
    "date_only": "2026-05-04",
    "timestamp": 1777875571.0,
    "likes": 168,
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    "url": "https://x.com/Michael_Liu93/status/2051184930542235757",
    "substance_score": 5.538,
    "jev_is_substantive": 0.76,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.77,
    "jev_depth": 1.98,
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    "quality_score": 5.538,
    "is_mental_model": true
  },
  {
    "id": "1889494304311353442",
    "text": "新币决定空不空着重看两件事：\n1. 上所估值：如果上所估值还算合理你就谨慎点。我一般怎么定义“合理”？\na. 跟上轮私募轮估值比较一下，如果开盘价贴着上轮私募估值就算“合理”（但是也有可能上轮vc自己fomo了，巨高价投进去了站在山顶了，最典型的就是Stark）\nb.",
    "date": "2025-02-12 01:58:41",
    "date_only": "2025-02-12",
    "timestamp": 1739325521.0,
    "likes": 326,
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    "text_len": 134,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1889494304311353442",
    "substance_score": 5.362,
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    "jev_confidence": 0.99,
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    "jev_has_rule": 0.09,
    "quality_score": 5.362,
    "is_mental_model": false
  },
  {
    "id": "2069985221941060008",
    "text": "趋势的反转需要时间，不管是熊转牛还是牛转熊，越成熟的资产反转需要的时间越久，而相对应的，趋势持续的时间也就越久。但很多人的策略里只有看空和看多的观点，并不包含时间这个因子，有可能你对一个资产的观点是对了，但交易就是做错了，你如果看好一个资产未来5-10年，不应该被未来5-10天的波动影响了决策，相对应的，如果你看好一个资产未来5-10天的价格，就不要被一个资产未来5-10年的叙事洗了脑。\n\nknow the timeframe you trade",
    "date": "2026-06-25 03:25:10",
    "date_only": "2026-06-25",
    "timestamp": 1782357910.0,
    "likes": 192,
    "retweets": 20,
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    "text_len": 225,
    "curation_score": 594.5,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2069985221941060008",
    "substance_score": 5.374,
    "jev_is_substantive": 0.95,
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    "jev_confidence": 0.99,
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    "is_mental_model": true
  },
  {
    "id": "1997884766226403477",
    "text": "聊聊今晚TGE的stable的策略吧。这个项目7月份不到3亿fdv融的，一大堆投资人，还有帮冲tvl拿币的，现在盘前30亿+FDV肯定是虚高的，Plasma都跌了快90%，才20亿不到了，也不是XPL那会儿的市场行情（那会儿满市场都刚错过aster，看着第一个tether扶持的猛冲），所以stable这项目在我这里是个可以长期空的好",
    "date": "2025-12-08 04:23:41",
    "date_only": "2025-12-08",
    "timestamp": 1765167821.0,
    "likes": 192,
    "retweets": 11,
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    "isReply": false,
    "text_len": 167,
    "curation_score": 626.0,
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    "url": "https://x.com/Michael_Liu93/status/1997884766226403477",
    "substance_score": 5.1979999999999995,
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    "jev_confidence": 1.0,
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    "is_mental_model": false
  },
  {
    "id": "1947610064933863430",
    "text": "不到四天，pump/bonk的汇率对又跌了30%，pump 36亿，bonk30亿了，pump还有继续向下的空间，但一旦pump跌破了bonk的价格，短期反倒会对bonk的估值施压，因为bonk不再有估值的“锚”了。",
    "date": "2025-07-22 10:49:58",
    "date_only": "2025-07-22",
    "timestamp": 1753181398.0,
    "likes": 95,
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  {
    "id": "2071911289522401476",
    "text": "@PhyrexNi 如果是跨境用途的的，我觉得这种客户更不会接受银行稳定币了。境外客户要的是最终变成美金的兑付能力和兑付便捷性，usdt和usdc对于一个境外用户远比一个jpm发的稳定币要靠谱，我要换还得找个jpm的分行。而如果本身双方都已经是jpm的客户，直接jpm汇款就好了，也就不需要稳定币了。",
    "date": "2026-06-30 10:58:40",
    "date_only": "2026-06-30",
    "timestamp": 1782817120.0,
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    "substance_score": 4.512,
    "jev_is_substantive": 0.74,
    "jev_domain": "onchain_flow",
    "jev_confidence": 0.47,
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  {
    "id": "2071743936998375533",
    "text": "最近有朋友问我，怎么看银行巨头们自己下场做稳定币？会不会颠覆Circle的生意，我来回答一下。\n\n稳定币生意的护城河是仅次于BTC的存在，这是一个又要铺渠道，又要搞定用户心智，又要搞定合规的生意，先发玩家的优势巨大，因为从用户的角度几乎没有任何切换的理由。\n\n这么多年下来，最终跑出来的只有USDT和USDC两家，一个依托早期crypto爆发带来的先发优势，一个依托美国合规体系和链上defi后崛起。\n\n- 币安扶持过三次新的稳定币，BUSD, FDUSD, TUSD，都没做起来\n- Hyperliquid做了USDH，没做起来\n- 火币做了HUSD，没做起来\n- OKX早期通过oklink做过USDK，没做起来\n- Gemini做了GUSD，没做起来\n- Kraken做了USDG，没做起来\n- Tron做了USDD，没做起来\n- 其他的稳定币更不用说了，算稳要么已经暴雷，要么存量一直在萎缩的过程中\n\n币圈里拥有最多流动性，最大分销网络，最多交易场景，现成的用户的最大的几家交易所和公链都尝试无数次且失败的事情，你觉得JP morgan下场做能做好？这些老牌金融机构上上轮周期的叙事是要做crypto交易所，做明白一点了吗？",
    "date": "2026-06-29 23:53:40",
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  {
    "id": "2094826533903106189",
    "text": "今天除了牛来浇了，robinhood链上也能明显感觉比前两天p多了，流水和诈骗盘也多了，rabbit当天怎么上去怎么下来，boner也开始回调，目前只有龙头的AI和Pons还坚挺。\n\n再重温下：\n炒作时传播路径：龙头 → 龙二 → 龙三 → 杂毛补涨 \n见顶时：杂毛先死 → 龙三崩 → 龙二崩 → 龙头调整",
    "date": "2026-09-01 16:35:40",
    "date_only": "2026-09-01",
    "timestamp": 1788280540.0,
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    "substance_score": 5.283,
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    "jev_confidence": 0.93,
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  },
  {
    "id": "1973723915760595453",
    "text": "说说今晚2z的交易策略，8点上alpha，8:30上合约，9点upbit和bn现货，这种合约和现货中间有时间差的，合约出来我大概率会先观望，等upbit开了看有没有溢价，有溢价就等溢价平了空他，没溢价就直接空，70亿的fdv，接盘是接不动。先这么计划着，一会儿开盘再看。",
    "date": "2025-10-02 12:17:06",
    "date_only": "2025-10-02",
    "timestamp": 1759407426.0,
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    "substance_score": 5.609,
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  {
    "id": "2024910234050003398",
    "text": "同感，pepe抄了一些，bes没建仓，博个反弹。逻辑是如果是赌山寨反弹，都得盯着eth，pepe就是eth alpha增强版，过去几波反弹你如果盯过，你应该知道pepe前几天都是领涨，而且可以观察对比下11月至今pepe和eth的价格，明显已经跌不动了。",
    "date": "2026-02-20 18:13:15",
    "date_only": "2026-02-20",
    "timestamp": 1771611195.0,
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  {
    "id": "2067484137200734287",
    "text": "现在再回头看，strc的崩盘就是卖币开始的。账上现金还有11亿，够偿还8个月，脱锚期间这个融资工具是废了，还要通过继续稀释普通股融资和卖btc去偿还strc的利息。\n\n为什么saylor怎么喊“strc股息很稳定”价格就是回不去？因为大家都知道，你一旦开始卖btc，市场只会合力跟你往下卖。 https://t.co/i03k7hkU5x",
    "date": "2026-06-18 05:46:44",
    "date_only": "2026-06-18",
    "timestamp": 1781761604.0,
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  },
  {
    "id": "2042375275527430204",
    "text": "刚抄了一批circle, 准备中期拿一拿，不说长线逻辑了，就说说中短期的：\n1. Tether这轮募资定价5000亿美金，circle现在市值200多亿美金，usdc目前的总规模780亿美金，接近usdt 1840亿的一半。假设tether募资成功，美股资金一定会去对标tether，主打合规的龙二有龙一的10%的价格都有500亿美金。\n\n2. https://t.co/ZEuH5lZXDQ",
    "date": "2026-04-09 22:53:05",
    "date_only": "2026-04-09",
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  {
    "id": "1929721839456231496",
    "text": "可以找找空cookie的机会，不说具体点位了，说几个逻辑：\n1. 开质押给空投开始派发（懂的都懂），最近密集打广告找买盘\n2. 但合约oi一直在减少，每波拉升诱多庄都在找对手盘平多单\n3. 比如5/26那波上插爆空单，庄拿对手盘平了一大波多单 https://t.co/Fw19xEeRGV",
    "date": "2025-06-03 02:08:33",
    "date_only": "2025-06-03",
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  {
    "id": "1894849866083541411",
    "text": "这几天会着重盯二级，提前画几个sol的关键防线，如果反弹很弱，会直接抛了再等下一道，别着急，这才跌了一个半月都不到，这种级别的回调需要月级别的周期消化，就算反弹也会被砸下去试二探甚至三探，大的还没来，我还在等一根爆仓的线，开始抄第一批时会说。 https://t.co/v0sLcewJAq",
    "date": "2025-02-26 20:39:47",
    "date_only": "2025-02-26",
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  {
    "id": "2072314736394588353",
    "text": "Meta宣布开展云业务，市场的反应很有意思，Meta涨了7%，sndk跌了9%，mu跌了7%。\n\n怎么理解？市场本来就没预期Meta的大模型能跑出来，之前买了那么多设备可以卖给其他大模型用了，退出了军备竞赛，减少capex，利润有了保障。",
    "date": "2026-07-01 13:41:49",
    "date_only": "2026-07-01",
    "timestamp": 1782913309.0,
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  {
    "id": "2067770149613035908",
    "text": "算是ct最早一批看空strc的人，且是在发行最fomo的时候连发几篇坚决看空，但确实没想到雷来的这么快。\n\n这次市场要给所有看多strc的人上一个常识课：“一个无息资产是无法长期支付11.5%的利息的”\n\n前段时间底部抄的btc&eth先跑了，这种雷不解决之前真不敢拿，crcl的定投还在进行中。",
    "date": "2026-06-19 00:43:15",
    "date_only": "2026-06-19",
    "timestamp": 1781829795.0,
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  {
    "id": "1987829878709010529",
    "text": "建议对strk上头想追涨的放弃幻想跟zec一样，这不是洗了四年控筹极紧的zec，这个币每个月都要解锁代币总量的近1.3%，上方全是套牢盘，还是个没人用的死链，这种被zec热钱带着飞的，明天热钱一跑就给你来个腰斩。",
    "date": "2025-11-10 10:29:09",
    "date_only": "2025-11-10",
    "timestamp": 1762770549.0,
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  {
    "id": "1859209605638762797",
    "text": "@web3foxcn @gmgnai @haze0x 细说一下，早期pump有庄的盘子会尽量低调然后洗degen和bot，你看到线非常平，然后爆砸爆拉就是在洗，你这时候去抢筹码直接rug或者让你觉得rug了，等你走了再接回来。你看到什么时候线开始有做市商的机器人进来去上下波动，同一个地址买买然后卖卖的就是机器人的囤货和洗量钱包。",
    "date": "2024-11-20 12:18:07",
    "date_only": "2024-11-20",
    "timestamp": 1732105087.0,
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  {
    "id": "2021136494493389027",
    "text": "@Vida_BWE 牛市的时候容易募资，不好出手，熊市的时候难募资，但好出手，华人基金募资大多只能募个两三年duration的基金，LP都不是北美那种耐心钱，道理gp们都懂，但如果牛市募到钱一直等机会，可能没等到机会，基金就要到期了，还不如赌一波，反正不是自己的钱。所以要想赚周期的钱，不能做crypto基金的LP😅",
    "date": "2026-02-10 08:17:45",
    "date_only": "2026-02-10",
    "timestamp": 1770711465.0,
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  {
    "id": "1936342189355016192",
    "text": "@0xDave852 不同币做空策略不太一样，高控盘有主动做市痕迹的腰币前戏太多的话，就等他彻底开始派发了再空，比如1小时可能骗炮，1天大的派发线绝对实了。而且这种一旦开始派发，就会派发彻底才会在底部吸筹，这个周期可能是几周甚至上月的。",
    "date": "2025-06-21 08:35:28",
    "date_only": "2025-06-21",
    "timestamp": 1750494928.0,
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  {
    "id": "2042402998954180716",
    "text": "@Jason23818126 有可能，但是美股那边有走独立行情，而且crypto股票普遍比crypto资产早见顶也早见底（美股资金对流动性敏感多了），可以参考看一下上轮的mstr。",
    "date": "2026-04-10 00:43:15",
    "date_only": "2026-04-10",
    "timestamp": 1775781795.0,
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    "jev_domain": "macro_cycle",
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  },
  {
    "id": "1972596624011702704",
    "text": "说个二级做空的小Tip，一段大胆空，二段别空。\n\n核心逻辑还是控筹，一段刚发币的时候项目方是控不住筹的，TGE要给交易所、社区、agency、kol还有各种相关方代币，这就是为什么大部分项目方开盘采取的是高开策略，因为低开在控筹不紧的情况下，如果市场没有很好的情绪一起合力，靠自己拉根本拉不上去。 https://t.co/dL6y7r5JWv",
    "date": "2025-09-29 09:37:38",
    "date_only": "2025-09-29",
    "timestamp": 1759138658.0,
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    "url": "https://x.com/Michael_Liu93/status/1972596624011702704",
    "substance_score": 6.109,
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  },
  {
    "id": "1990126782897656105",
    "text": "这老奶奶下楼梯行情，第二批抄底的人进场了。现在几个蓝筹大币的线已经彻底走坏了，比如sol，以年为单位的头肩顶，这再往下走是没底的，所以sol生态的项目我现在一概不碰了（可以看下上轮raydium跌成了什么样）。这个位置抄eth，也就博个往上10%到3400的反弹，那里也是个巨大的阻力位，但往下插根针就 https://t.co/KAPy7i26SC",
    "date": "2025-11-16 18:36:14",
    "date_only": "2025-11-16",
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  {
    "id": "1905424362217590819",
    "text": "我看很多人说买tut的逻辑是这次上币中市值最低所以值得梭（四千多万），banana和broccoli才六千多万，那假设tut涨到六千多万或者broccoli和banana跌到四千多万，tut不再是市值最低的，那到时候该继续持有tut的理由是什么？为什么不换仓到banana和broccoli呢？“买龙尾”压根就不是一个成立的逻辑，因为市 https://t.co/Ti7LXAhXYu",
    "date": "2025-03-28 00:59:03",
    "date_only": "2025-03-28",
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    "substance_score": 5.553,
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  },
  {
    "id": "1836284558184190279",
    "text": "Sato阴毛庄骚操作真有意思，汇集了4%的筹码发给币安，然后找一堆号推上宣传sato持币第一是币安，制造Sato要上币安的假象，仔细爬一爬地址就能知道全部是早期庄自己狙击地址的筹码，不明所以的人看到第一时间梭满了.....其实用常识想想就知道，上币安这种消息庄会让你知道吗？（参考大Neiro先砸盘90%+） https://t.co/qhnIpxIYFn",
    "date": "2024-09-18 06:02:09",
    "date_only": "2024-09-18",
    "timestamp": 1726639329.0,
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    "url": "https://x.com/Michael_Liu93/status/1836284558184190279",
    "substance_score": 4.856999999999999,
    "jev_is_substantive": 0.61,
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  {
    "id": "1933568934437138549",
    "text": "我一直觉得山寨币的困境不是流动性问题，而是能活到现在的韭菜确实没什么人还信“故事”了，控筹率就算搞到99%，基本面不行，花钱去搞mindshare，靠嘴怎么喊上去的，就怎么下来，宣发带来的买盘可能还不够cover成本。但看Aave和Hyperliquid，这俩硬的就像还在山寨牛市。这跟美股挺像的，大盘流动性再怎么",
    "date": "2025-06-13 16:55:32",
    "date_only": "2025-06-13",
    "timestamp": 1749833732.0,
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    "url": "https://x.com/Michael_Liu93/status/1933568934437138549",
    "substance_score": 5.221,
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  {
    "id": "1967113453522575624",
    "text": "这轮周期筛山寨币只需要三个条件，可以对着你的持仓筛一遍：\n1. 经历过至少一波洗盘（现在tge都要给各种相关方币，交易所、预售、做市商、营销agency、空投的、顾问的等等，这些人不是Holder，TGE后筹码如果没经历过再集中的过程，价格很难上去）\n2.",
    "date": "2025-09-14 06:29:29",
    "date_only": "2025-09-14",
    "timestamp": 1757831369.0,
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    "substance_score": 5.353,
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    "jev_confidence": 0.98,
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  },
  {
    "id": "2086957068058247400",
    "text": "扫美股标的看基本面的时候我一般会快速扫三个数字，一个是过去三年的毛利率、一个是过去三年的收入增长、最后快速扫一眼过去三年的现金流量表。\n\n毛利率告诉你这是不是一门好生意（持续高毛利一定是对客户有溢价空间，产品有稀缺性和壁垒，甚至有垄断地位的）。",
    "date": "2026-08-10 23:25:13",
    "date_only": "2026-08-10",
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    "substance_score": 5.269,
    "jev_is_substantive": 0.91,
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    "jev_confidence": 1.0,
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    "jev_has_rule": 0.03,
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    "is_mental_model": false
  },
  {
    "id": "2082534074544202135",
    "text": "不觉得没加息是好事，刚还在跟朋友说，希望这次加息，这次没加意味着8月就要博弈9月要不要加息了，市场预期今年至少一次的话，这个月不加，9月概率就会大很多，靴子没落地前风险资产都很难冲的动。",
    "date": "2026-07-29 18:29:49",
    "date_only": "2026-07-29",
    "timestamp": 1785349789.0,
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  },
  {
    "id": "1855617942106615903",
    "text": "链上从来都是魔高一尺道高一丈的地方，我不指望某个工具可以把dev的所有脏手段都揭开，但这本质是个成本问题，当散户都给自己武装了侦察能力，那dev起盘子的成本就会越来越高，流水盘和rug盘就会在经济上不再有意义，而剩下的则是愿意长期做盘子的格局项目方。在此也感谢所有给散户们武装的工具商们。",
    "date": "2024-11-10 14:26:07",
    "date_only": "2024-11-10",
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    "substance_score": 5.021,
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  },
  {
    "id": "1875074698020896825",
    "text": "沿着这个思路，看完平台和框架再去看AI应用侧，看好两种：\n1. 要么你能切到流动性侧，甚至去切take rate\n2. 要么你是用户交互频率最高的（有实用场景的ai agent，这个大概率还是“赚钱”导向的）\n3. 当然最好是两个都有，想想上轮的defi，最值钱的uni aave就是离流动性最近且交互频率最高的）",
    "date": "2025-01-03 07:00:19",
    "date_only": "2025-01-03",
    "timestamp": 1735887619.0,
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    "substance_score": 5.051,
    "jev_is_substantive": 0.91,
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    "jev_confidence": 0.52,
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  },
  {
    "id": "1979144185954349095",
    "text": "@X_easy9 可以尝试自己做做投研埋伏新币，底部收筹环节实在不好喊某个标的，很多币一共就3-5m的OI，喊完大家上的多了庄就不拉了，说几个埋伏的标准。\n\n1. 控筹紧的\n2. 募的钱多的\n3. 有收筹和洗盘痕迹的\n4. 讨论少的（说明项目方没打广子，在静悄悄收筹）",
    "date": "2025-10-17 11:15:19",
    "date_only": "2025-10-17",
    "timestamp": 1760699719.0,
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    "isReply": true,
    "text_len": 134,
    "curation_score": 220.8,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1979144185954349095",
    "substance_score": 5.035,
    "jev_is_substantive": 0.92,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.96,
    "jev_depth": 1.95,
    "jev_has_rule": 0.13,
    "quality_score": 5.035,
    "is_mental_model": false
  },
  {
    "id": "2066715348926411196",
    "text": "不少人可能没意识到为什么中文区对妖币见怪不怪下会如此集体去抗议$H，因为这已经完全脱离了单纯的合约博弈逻辑，散户玩妖币虽然胜率低，至少还能看看oi、链上归集、费率去做判断，$H这种就属于项目方单方面把你的资产没收了还能继续操盘，如果交易所们默许了项目方这种操作，以后大家真的都别玩了，因",
    "date": "2026-06-16 02:51:51",
    "date_only": "2026-06-16",
    "timestamp": 1781578311.0,
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    "url": "https://x.com/Michael_Liu93/status/2066715348926411196",
    "substance_score": 4.726999999999999,
    "jev_is_substantive": 0.82,
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    "jev_confidence": 0.71,
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  },
  {
    "id": "1950444348463546803",
    "text": "二级同理，比如新上bn的标的，你看他开盘高开先让空投砸完，然后到了一个位置几天一直横盘也不拉也不砸，你就知道底部大概是庄在慢慢收回之前空投的零散筹码了，下一步想继续出货前基本都得先拉盘。参考下Sahara的线。",
    "date": "2025-07-30 06:32:24",
    "date_only": "2025-07-30",
    "timestamp": 1753857144.0,
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    "substance_score": 4.9110000000000005,
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  },
  {
    "id": "2097733991269048511",
    "text": "关于老鼠仓问题，我觉得老鼠仓肯定有，肯定有提前知道币安要推动bnc的人，但我觉得这不是重点，重点还是流动性问题，现在对应净资产的折扣这么低，我仍然认为是一个往下空间很少，往上空间很大的交易，风险就是除非币安弃盘不搞了，但弃盘不搞也就没必要之前搞诉讼，还派YZI董事入驻，也不像他俩风格。",
    "date": "2026-09-09 17:08:52",
    "date_only": "2026-09-09",
    "timestamp": 1788973732.0,
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    "substance_score": 4.737,
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    "is_mental_model": false
  },
  {
    "id": "1905345544828190919",
    "text": "@thecryptoskanda 关键一次性上四个，流动性分散，龙头压着，很难拉出大涨幅的。比如刚才我看到这个公告出来，先看了下，龙头mubarak被砸下去了，tut也拉起来到40m了，其他两个70m市值被mubarak压着，进而也压着tut的市值，几个都没赔率，我想买都不知道该买哪个🤣。如果想cex拉出造富效应，我觉得当时neiro和act那个玩",
    "date": "2025-03-27 19:45:52",
    "date_only": "2025-03-27",
    "timestamp": 1743104752.0,
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    "isReply": true,
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    "url": "https://x.com/Michael_Liu93/status/1905345544828190919",
    "substance_score": 4.478999999999999,
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  {
    "id": "1937085039441072230",
    "text": "@CryptoDevinL 不过这么一打仗外部不是更不愿意买美债而去买黄金了吗，中东打仗石油价格增长让通货膨胀继续涨，一方面要印更多钱贬值货币，一方面国内又得维持高利息控通胀，还款利息更贵了😂",
    "date": "2025-06-23 09:47:17",
    "date_only": "2025-06-23",
    "timestamp": 1750672037.0,
    "likes": 4,
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  },
  {
    "id": "1835559504102244456",
    "text": "@Modashi_NFT 这的确是一个我也曾试图反驳自己看多以太想过的逻辑，但见过了这几年的公链发展，我不太buyin一家独大赢家通吃的市场终极形态了，尤其是对于btc l2这种刚刚开始的新产品来说（有几个散户有btc啊），如果真的这么好颠覆，solana当年就应该已经干掉以太坊了，但事实是还差得远。",
    "date": "2024-09-16 06:01:03",
    "date_only": "2024-09-16",
    "timestamp": 1726466463.0,
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    "id": "2034614497114210525",
    "text": "@0xmao_eth 你把他的preferred share和debt市值也加上了？按照你的逻辑，普通股的飞轮要想转起来，mstr的价值应该要大于btc的nav啊",
    "date": "2026-03-19 12:54:32",
    "date_only": "2026-03-19",
    "timestamp": 1773924872.0,
    "likes": 2,
    "retweets": 0,
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    "isReply": true,
    "text_len": 81,
    "curation_score": 75.0,
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    "substance_score": 4.512999999999999,
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  {
    "id": "1893388217728065848",
    "text": "@0xMikoBest 内盘打完池子里的sol是恒定的，一开始占比大。你可以看下5-10m的新盘子，市值越高池子占比越来越小，随着交易量变多，交易的手续费会进池子，池子会慢慢变大。",
    "date": "2025-02-22 19:51:43",
    "date_only": "2025-02-22",
    "timestamp": 1740253903.0,
    "likes": 2,
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    "isReply": true,
    "text_len": 90,
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    "substance_score": 4.553,
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  {
    "id": "1836734143352471698",
    "text": "@memetodamars 加息前期fed的第一目的是控制通胀，而控制通胀最核心的就是预期管理（所以powell每次都要说我们坚定要控制到2%才收手，因为如果他说3%也可以，那市场一定就会往3%去预期，而不是2%，这样通胀就控制不好了），所以他在这个阶段的发言通常是很鹰派的，他一说话市场就跌。但是到了降息周期，通胀控制的差",
    "date": "2024-09-19 11:48:39",
    "date_only": "2024-09-19",
    "timestamp": 1726746519.0,
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    "isReply": true,
    "text_len": 162,
    "curation_score": 59.7,
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    "url": "https://x.com/Michael_Liu93/status/1836734143352471698",
    "substance_score": 4.693,
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  {
    "id": "2096178704485613673",
    "text": "我的策略是 50WU MARS配上 50WU的牛来空单。\n\n牛来筹码结构很差，不是有庄的币，拉不了多久，纯粹的情绪盘，拉盘效应不持续。\n任意催化剂事件拉两根15min就到头了，所以做空为主。\n\nMARS 筹码结构高控，走势良好，除了概念不如牛来，从一个代币角度来看，确实比牛来更容易拉盘一些。",
    "date": "2026-09-05 10:08:42",
    "date_only": "2026-09-05",
    "timestamp": 1788602922.0,
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    "url": "https://x.com/Michael_Liu93/status/2096178704485613673",
    "substance_score": 4.829,
    "jev_is_substantive": 0.9,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.88,
    "jev_depth": 1.95,
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    "quality_score": 4.829,
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  },
  {
    "id": "1874497916506919238",
    "text": "刚看到阿奶哥吐槽Luce和Lester的帖子有感，想看看到底这轮AI meme是怎么吸血其他meme的，快速算了一笔账给大家。\n\n今天（2025年1月1日）的总Meme市值$967亿，如果咱们去掉doge、shib、pepe这三个标的，仅看其他所有meme是$289亿。\n\n其中Ai Meme占了$94亿，非AI的Meme占了$195亿，目前非AI的meme是AI https://t.co/uOBxd2xOGv",
    "date": "2025-01-01 16:48:24",
    "date_only": "2025-01-01",
    "timestamp": 1735750104.0,
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    "url": "https://x.com/Michael_Liu93/status/1874497916506919238",
    "substance_score": 5.478,
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    "jev_domain": "meme_pvp",
    "jev_confidence": 0.98,
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  },
  {
    "id": "2071494829906055613",
    "text": "Q. 为什么三星和海力士宣布投资扩产计划之后反而跌了？\nA. 这逻辑跟为什么google meta 微软这些云厂商跌了本质上是一样的，现在市场只认业绩，只认现在就能印钱的高margin印钞机的故事，不喜欢投资capex未来才能看到收益的，而且产量一旦上去，意味着高产品溢价，高margin也就没了。 https://t.co/yvGbsSHC36",
    "date": "2026-06-29 07:23:48",
    "date_only": "2026-06-29",
    "timestamp": 1782717828.0,
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  {
    "id": "2091836261682302980",
    "text": "很认同观点。anthropic上市可能会是ai市场的一个拐点，如果参考spcx上市吸血rklb，宇树上市吸血全机器人板块，anthropic上市大概率也会吸血整条ai产业链，不过从这个角度，我对anthropic上市的短期表现更加bullish了，因为AI赛道的资金量是机器人和太空完全不可比的，按照2万亿的ipo价格融1000亿，前期 https://t.co/Yj5fx9GfBq",
    "date": "2026-08-24 10:33:23",
    "date_only": "2026-08-24",
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    "substance_score": 5.724,
    "jev_is_substantive": 0.91,
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  {
    "id": "1991397444899520791",
    "text": "我看到合约新手对做空这个事最大的误区就是“总爱空涨的多的”，之前空fartcoin、pengu、hype、aster的，跟现在空zec的是同一帮人。\n\n一个标的能拉的高，一定是控筹紧、有资金抱团冲，为什么要选择向下阻力最大的标的空？这也是为什么我从来不会做空btc和eth这些大币，因为我在跟长期趋势做对手盘。",
    "date": "2025-11-20 06:45:23",
    "date_only": "2025-11-20",
    "timestamp": 1763621123.0,
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    "substance_score": 5.314,
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    "quality_score": 5.314,
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  {
    "id": "1974856132918485201",
    "text": "好早之前就买过的教训，我在币圈有“两不参与”：\n1. 永远不参与非套利质押\n2. 永远不在第一阶段有造富效应后入场第二阶段（特别是撸毛, 你听过哪个项目一期二期都有大毛的吗？）\n\n本来币圈玩的就是零和博弈的游戏，当大家都挤着去一个地方赚钱，如果都赚钱那谁赔钱呢？",
    "date": "2025-10-05 15:16:07",
    "date_only": "2025-10-05",
    "timestamp": 1759677367.0,
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    "url": "https://x.com/Michael_Liu93/status/1974856132918485201",
    "substance_score": 5.774000000000001,
    "jev_is_substantive": 0.93,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.75,
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  {
    "id": "1993656350124196218",
    "text": "虽然现在夸CEX已经成政治不正确了，但还是得说，最近币安上币策略和合约操盘限制调整之后，确实对散户是更友好了。\n\n之前alpha给个1%-1.5%筹码就给上alpha+perp，项目方开盘花很小成本捡回来之后，基本就是完全可大可小双向收割的线上黑箱赌盘了，这种散户不管怎么玩都是要亏的。",
    "date": "2025-11-26 12:21:28",
    "date_only": "2025-11-26",
    "timestamp": 1764159688.0,
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    "substance_score": 5.182,
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  },
  {
    "id": "2003440183119872345",
    "text": "看有小伙伴说顶着费率-2%空没问题，一般是崩盘前夕，解释一下费率是怎么玩的吧，看完以后可能就不敢乱空山寨币了。\n\n“极端费率=快崩盘了”在某些场景下确实是对的，举个例子，比如现货马上要解锁50%的筹码，合约的资金先空进去了，空单比多单的需求大，导致费率变极端，等现货解锁了，确实会崩盘。",
    "date": "2025-12-23 12:18:56",
    "date_only": "2025-12-23",
    "timestamp": 1766492336.0,
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    "curation_score": 629.3,
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    "url": "https://x.com/Michael_Liu93/status/2003440183119872345",
    "substance_score": 5.186,
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  },
  {
    "id": "1992022410061869256",
    "text": "还没搞懂近期MSTR可能被MSCI指数剔除消息的小伙伴们可以看楼总这篇。\n\n省流版：MSTR因持有过多btc可能从MSCI指数中剔除，决议时间明年1月15号。如果从各大指数里剔除，会面临着大量来自于指数基金的抛售（目前指数基金持有约90亿美金的MSTR股票，MSTR市值一共500亿美金）。",
    "date": "2025-11-22 00:08:47",
    "date_only": "2025-11-22",
    "timestamp": 1763770127.0,
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    "substance_score": 5.118,
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  },
  {
    "id": "2090167925131157597",
    "text": "我看存储熄火之后不少小伙伴调仓到软件股了（SaaS之类的）。我工作生涯的前5年都在看to b市场投软件公司。我的观点是软件公司会在未来被AI榨干至少80%的价值，越偏向平台生态型的，壁垒相对越强，剩余价值也越多，比如电商类的shopify还有内容创作平台还好一些；越偏向工具性的，壁垒相对越弱，价值也越少。\n\n其实你需要想通一个逻辑，短期内（至少目前是），anthropic吃掉的蛋糕大部分是SaaS的市场，openai吃掉的是个人搜索的市场，grok吃掉的是图片生成的市场。\n\n我是不会去逆着趋势买软件股的，就像我到今天也没真正搞懂为什么段神要买茅台。",
    "date": "2026-08-19 20:04:01",
    "date_only": "2026-08-19",
    "timestamp": 1787169841.0,
    "likes": 187,
    "retweets": 7,
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    "isReply": false,
    "text_len": 277,
    "curation_score": 542.7,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2090167925131157597",
    "substance_score": 5.196000000000001,
    "jev_is_substantive": 0.93,
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    "jev_confidence": 1.0,
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  },
  {
    "id": "1967504092437319818",
    "text": "这轮项目方们都在抱怨“韭菜们太聪明”，都是纸手，共识太难建立了，拉盘也没用。\n\n但看看hype、pump、aave，不是共识难建立，只是这轮大家不再对空气建立共识了罢了。\n\n你的产品有用户价值创造、能产生现金流，现金流能挂钩币价，市场照样会很fomo你，hype都600亿快跟美股的robinhood差不多了。",
    "date": "2025-09-15 08:21:44",
    "date_only": "2025-09-15",
    "timestamp": 1757924504.0,
    "likes": 174,
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    "text_len": 155,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1967504092437319818",
    "substance_score": 5.082,
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    "jev_confidence": 0.77,
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  },
  {
    "id": "2008089901011771713",
    "text": "这波山寨反弹很明显的顺序是：\n\n先次新币反弹（空军看大盘下不去了，平空最敏锐）\n\n接着meme+ai meme接力（玩meme的也是反应相对较快，且meme市值最低最能被市场合力推起来）\n\n下一步就是大蓝筹了，但大蓝筹都得等eth，eth不起来，大蓝筹们自己飞不动，这些标的还是得等机构资金推动",
    "date": "2026-01-05 08:15:15",
    "date_only": "2026-01-05",
    "timestamp": 1767600915.0,
    "likes": 166,
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  },
  {
    "id": "2082832940070035555",
    "text": "@antifomo0407 我不觉得会回新高了，之前新高是在杠杆拉满+全民allin+没有套牢盘的条件下出来的，现在杠杆率不可能再这么高，也全是套牢盘。",
    "date": "2026-07-30 14:17:24",
    "date_only": "2026-07-30",
    "timestamp": 1785421044.0,
    "likes": 22,
    "retweets": 1,
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    "isReply": true,
    "text_len": 76,
    "curation_score": 11.0,
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    "jev_confidence": 0.45,
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  {
    "id": "2079796455460729082",
    "text": "https://t.co/U0mZx5uqRe\n还是回到投资要“从上到下“的做这件事。如果美国合规市场最大的稳定币做不起来，那就一定不是单一标的的问题，而是整个赛道的thesis出了问题，但目前来看并没有，今天clarity法案还没通过，币安刚刚开始做美股交易，robinhood刚刚开始搞美股上链，你跟我说你担心的是竞争问题？",
    "date": "2026-07-22 05:11:30",
    "date_only": "2026-07-22",
    "timestamp": 1784697090.0,
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    "substance_score": 4.782,
    "jev_is_substantive": 0.91,
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    "jev_confidence": 0.24,
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  {
    "id": "1831169044374016512",
    "text": "@alexking2021 arb、op、ldo、uni这些应该是“基本面”最好的一批山寨了吧，结果如何？我的意思是不要在没有变量的时候硬囤，多考虑考虑右侧交易，在市场或基本面出现变量的时候行动，去赚反应快和执行快的钱，赚后知后觉散户的钱。这轮不像上轮，一没有散户的增量资金、二没有上轮的低估值，很难在山寨上赚到行业早期",
    "date": "2024-09-04 03:14:56",
    "date_only": "2024-09-04",
    "timestamp": 1725419696.0,
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    "substance_score": 4.872,
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    "quality_score": 4.872,
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  },
  {
    "id": "2032346031581774308",
    "text": "说个观点，贵金属这轮的上涨周期结束了，白银已经结束，黄金再延续个半年也结束了\n\n逻辑：有个在任何市场里去观察周期的好方法，就是去找到那个赛道里的龙头和龙二，然后去看他们的汇率对的变化，龙二/龙一的汇率对是周期的量尺\n\n牛初到牛中：龙头涨\n牛中：龙二开始补涨 https://t.co/OTbPLOZLwZ",
    "date": "2026-03-13 06:40:27",
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  },
  {
    "id": "2070157102283477446",
    "text": "关于投资的时间表这个话题聊聊crcl。\n1. 短期跌，因为现在crcl的收入大部分是币圈的存量usdc为主，币圈熊市肯定usdc的增量也会受影响，价格基本是跟着btc在波动。\n2. 我一直在把crcl当拿至少一轮周期的股票在建仓，因为我看涨circle的逻辑就不是usdc在币圈资金的扩大，而是clarity https://t.co/Isho4xly9A",
    "date": "2026-06-25 14:48:09",
    "date_only": "2026-06-25",
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  {
    "id": "2061725512066806134",
    "text": "Circle短期的问题还是作为加密股太跟BTC大盘了，不过crcl反弹的力度比btc和eth强太多了，2月到5月这波反弹最高178%+，btc反弹了+36%，现在btc已经快回二月低点了，circle还离底部有翻倍。我准备做一个违背祖宗的决定，以后短线看空加密市场时，空eth来对冲我的CRCL仓位🤡",
    "date": "2026-06-02 08:24:01",
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  {
    "id": "1931400650535161954",
    "text": "想空anime的谨慎点，这个位置砸下去庄的多单没平，oi反倒还增加了。合理怀疑是砸盘现货让追空的散户当对手盘，庄低价开了更多的多单。 https://t.co/4N1C3CsIaR",
    "date": "2025-06-07 17:19:33",
    "date_only": "2025-06-07",
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  },
  {
    "id": "1821413919346577439",
    "text": "大家骂交易所和vc顶估值顶的太高，但这就是一个市场资本侧越来越“成熟”或者叫内卷的特征，一级基金募资募的多了，投资人们也有投资压力，项目侧有共识的好项目又少，那就有项目出来募资的时候，vc们互相顶估值抢项目，顶融资额咯。国内前几年的一级市场何尝不是这样，最后能上二级的寥寥无几，上了的也 https://t.co/LHJshMnl6A",
    "date": "2024-08-08 05:11:33",
    "date_only": "2024-08-08",
    "timestamp": 1723093893.0,
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    "url": "https://x.com/Michael_Liu93/status/1821413919346577439",
    "substance_score": 5.284999999999999,
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    "jev_confidence": 0.72,
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  },
  {
    "id": "2092113596360610236",
    "text": "交易上对”精准”的过分追求是一种需要消除的执念，本质上是对个人能力的过于自负，每当我觉得自己比市场聪明的时候，一定就到了要被市场打一棒的时候。\n\n- 6w可能是底，4w也可能是底，不确定，就先抄一半\n- 反弹开启了，刚多单赚了一单大的，就别去反手开空了，不是每一个小级别的波段收益都要吃到\n-",
    "date": "2026-08-25 04:55:25",
    "date_only": "2026-08-25",
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  },
  {
    "id": "2060081213227016418",
    "text": "这两天的一个感悟：币圈转美股需要重新理解一个特别重要的”常识“，\"美股爆拉要勇敢追\"，因为美股往往交易的不只是“情绪”的钱，而是”业务”的钱，业务比情绪有更长的延续性和更久的反射弧，看GPU，存储都是如此。而在币圈，爆拉一下大概率是OTC了一些kol开始喊了，冲进来的是纯情绪的钱，所以也很容易就p",
    "date": "2026-05-28 19:30:10",
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  {
    "id": "2008376200763506903",
    "text": "Ray Dalio对2025年资本市场的总结，非常值得读一下，摘几个我觉得最有价值的信息点。\n\n - 美股虽在2025年上涨18%，但“相对表现”很差。跑输了黄金47%，跑输欧洲市场23%，跑输中国市场21%，跑输英国市场19%，跑输日本市场10%。\n\n-",
    "date": "2026-01-06 03:12:54",
    "date_only": "2026-01-06",
    "timestamp": 1767669174.0,
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  },
  {
    "id": "1874873540052423144",
    "text": "Openai上轮估值1570亿美元（24年10月份），这轮链上能否跑出来一两个Openai 1/10估值的币圈AI项目？157亿美元。\n\n上轮几个蓝筹Defi币的高点估值，Uniswap 430亿，Aave 100亿，Mkr 55亿。\n\n现在最大的两个Ai项目，Ai16z的23亿、Virtual的46亿、一堆小几千万和小百万的AI项目，赛道还有至少十倍空间。",
    "date": "2025-01-02 17:41:00",
    "date_only": "2025-01-02",
    "timestamp": 1735839660.0,
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    "substance_score": 4.883,
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    "jev_confidence": 0.78,
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  },
  {
    "id": "1881226646516310396",
    "text": "为什么？因为资金热点是轮换的，1个亿跌到了2000w是因为资金热点已经离开了，而想要回来一般需要的时间会比较久，这个时候你如果接盘很容易被持续流出的尾部资金进一步套牢。",
    "date": "2025-01-20 06:25:58",
    "date_only": "2025-01-20",
    "timestamp": 1737354358.0,
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  },
  {
    "id": "1883650532038037914",
    "text": "体验了下Tribe run，感觉是个很有意思的收费群的模式，可以直接让市场给你的群定价，给群费定价的也更理所应当。但从“盘子”炒作的角度有点一般，问题是如果不开收费，对于dev来说没法获利（总不能群主明着砸筹码吧），如果开了收费，相当于是开了税，然后手续费磨损也比较大。",
    "date": "2025-01-26 22:57:38",
    "date_only": "2025-01-26",
    "timestamp": 1737932258.0,
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  },
  {
    "id": "2099035182196297884",
    "text": "像是之前操盘爆空赚的最多的MMT，为什么一个有预售盘第一天合约的项目能爆空赚最多的钱？因为一个有预售盘+刚上合约的盘子能爆空是最反预期的，所以二级有筹码的人早早卖了，合约反而都在空，大家都在预期就算爆空肯定也要洗一洗才能爆，所以如果mmt的庄选择先砸一波再收筹，二段基本吸引不到空头了。",
    "date": "2026-09-13 07:19:20",
    "date_only": "2026-09-13",
    "timestamp": 1789283960.0,
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    "url": "https://x.com/Michael_Liu93/status/2099035182196297884",
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  {
    "id": "2099046808618152316",
    "text": "@ether133550 跟之前ai16z和virtual时候一样，不上都在骂为什么不上，上了跌了也都在骂币安。所以为什么pons跌了是币安的锅？你可以去看一下pons每日的收入，收入这几天跌了带动了市值也跌，流动性也被stonk吸走了。hype币安也给合约了，为什么hype不跌反拉？讲点道理，做得好要夸，做得差要骂，別没走出你想的方向",
    "date": "2026-09-13 08:05:32",
    "date_only": "2026-09-13",
    "timestamp": 1789286732.0,
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  {
    "id": "1855927144805007545",
    "text": "@guhype 我不太认同这个逻辑，因为链上池子的原因，你看着是突然涨了几倍，但是实际进去的资金非常有限，这种币上了币安才是真正巨大交易量和资金进入的时候，对于币安来说，选到好的标的，大家也愿意炒的，就够了，没那么多科学家非要去抓币安list那几分钟的收益的，这部分也承载不了多少钱",
    "date": "2024-11-11 10:54:47",
    "date_only": "2024-11-11",
    "timestamp": 1731322487.0,
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  {
    "id": "1884375971752821186",
    "text": "@off_thetarget 这是建立在能切到流动性的前提下。现在反倒virtual的交易对能切流动性这件事变成了大家不愿意在virtual上的原因了。就拿freya举例，virtual跌了三倍了，freya价格没咋动，意味着如果在sol上可能已经涨三倍了。",
    "date": "2025-01-28 23:00:16",
    "date_only": "2025-01-28",
    "timestamp": 1738105216.0,
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    "text": "Why USDT and USDC are Harder to Kill than Crypto Twitter Thinks: My last Thoughts on Open USD\n\nThe launch of OUSD has taken Twitter by storm. Many people are now convinced @circle  is doomed because a consortium of 150 companies spanning payments, fintech, banks, crypto infrastructure, and consumer technology is somehow going to crush the competition and launch a stablecoin that rivals USDC, and potentially even USDT.\n\nI already wrote a tweet on why people are vastly overestimating this initiative and why consortiums are poor organizational structures to conquer anything, let alone a market with an established duopoly. In this short piece, I want to focus on one thing only: the true network effects of stablecoins. Instead of rehashing every argument, I want to walk through a tangible example that everyone is ignoring, because I believe both USDT and USDC have liquidity moats that are vastly misunderstood and underappreciated.\n\nStablecoin network effects are not created by a long list of logos. They are created by liquidity, habit, collateral acceptance, integrations, brand recognition, market depth, settlement flows, and the fear of breaking what already works.\n\nThis is why I think @tether  and @circle  are companies that are vastly misunderstood.\n\nFirst, the obvious: OUSD will be GENIUS compliant, which means it cannot share yield directly with users. This isn’t news, yet people are screaming at Circle to pay stablecoin holders, as if OUSD were going to be able to do that. The reality is the opposite: Circle is probably the issuer that passes on the most yield to platforms, and by extension to users, of anyone in the market.\n\nThis matters because a lot of people are talking as if OUSD will create a fundamentally different yield product for end users. That is not the model. The model is not “pay stablecoin holders.” The model is “share the reserve economics with the platforms and businesses that distribute and use the stablecoin.\n\nThis is an important distinction.\n\nThe strongest argument I’ve seen for OUSD is that consortium members will be highly incentivized to entrench it in their businesses because they get a revenue share from the structure. Without knowing the details, let’s assume the economics resemble previous consortiums we’ve seen: Open Standard, the operating company, keeps a 25 bps management fee while each participant keeps 100% of the NIM on any OUSD sitting on their platform, network, or protocol.\n\nOn paper, that’s a deal anyone signs immediately. But it completely discounts the fact that these companies accrue value in other ways, and in many cases their core businesses depend on the existing liquidity and network effects of USDT, USDC, other stablecoins or simply other FIAT currencies.\n\nThe NIM from stablecoin reserves is attractive only if pursuing it does not jeopardize a much larger revenue stream.\n\nThat is the key point.\n\nThe best case study in the industry, and probably the strongest counterexample to OUSD, is Binance.\n\nBinance as the best Case Study\n\n@binance  is the largest exchange in the industry by several miles. It initially had its own branded stablecoin, BUSD, which peaked at roughly $23B in supply before NYDFS ordered Paxos, the issuer, to shut the product down in February 2023.\n\nLook at the three biggest Asian exchanges and you get three clean case studies. Today @binance  holds about $45B of USDT, @Bybit_Official  about $4B, and @okx  about $9B. Binance has been, and remains, Tether’s fortress and crown jewel. USDT is the most liquid counterpair on the biggest exchange in the world. Today, if you want to buy BTC, ETH, SOL, or open a perp position in size, USDT is still the dominant quote currency across much of the offshore exchange complex. Binance helped make that true. USDT is embedded into the deepest order books, the most liquid pairs, the most active derivatives markets, and the workflows of the most important market makers and traders.\n\nThat is a real network effect.\n\nNow many of you must be thinking: why is CZ so naive? Why hasn’t he called Paolo and Giancarlo and demanded at least a portion of the USDT yield, if not most of it? Binance knows it has extreme leverage here.\n\nThere is an extremely simple reason this has never happened: Binance’s crown jewel, from a revenue and enterprise value perspective, is its trading business. And that trading business is cemented by USDT liquidity.\n\nRunning the math\n\nSo let’s run the rough numbers and see why it is entirely rational for CZ not to chase the NIM, or try to replace USDT with a more “aligned” stablecoin. The back-of-the-envelope math below is based on on-chain data and assumptions; none of it is confirmed information.\n\nBuilding it bottom-up:\n\nDerivatives (the core engine). Binance runs roughly 40% of global crypto derivatives volume. Call it $40-50B per day on average through the cycle, so $10-15T annually. Blended taker/maker take rate after VIP discounts and BNB rebates is maybe 5 bps. That’s roughly $5B from perps and futures alone.\n\nSpot. Maybe $8-10B per day on average, around $3T annually, at a blended 15 bps (much lower than Coinbase’s retail take rate, because Binance’s mix skews heavily VIP and they run zero-fee promos). Call it another $5B.\n\nEverything else. Earn and lending spread, margin interest, Launchpool and listing economics, Binance Pay, staking commissions, plus the float: they sit on roughly $46B in customer stablecoins, and while they don’t sweep it like a broker-dealer, the corporate treasury and interest-bearing products around it are meaningful at these rates. Add BNB ecosystem economics and you’re conservatively looking at another $5-7B.\n\nAnd remember, these are bear market numbers. Very conservatively, Binance is a business generating close to $17-20B in bear markets and probably closer to $25B in bull markets. A business of that scale and quality is plausibly worth north of $200B.\n\nSo why isn’t CZ in a rush to replace USDT or demand better economics from the Tether team?\n\nBecause the whole reason Binance is what it is today, the reason 300M+ customers keep returning to the platform, is that it is the most liquid venue on earth. Let’s price the trade Binance would actually be making.\n\nBinance has $45B of USDT on its platform. Say it struck a deal with OUSD handing Binance 90% of the yield. At an average T-bill yield of 3.8%, that’s about $1.55B a year. Very appealing, until you frame it properly: risking a $25B revenue engine for $1.5B of upside is something only a madman would do.\n\nThe glue holding Binance’s trading castle together is precisely USDT. There is no incentive in the world that would make CZ rethink which stablecoin to entrench.\n\nAnd we don’t need to speculate, because it has already been tried. Over a year ago, Circle reportedly paid Binance a one-time $60M plus ongoing monthly incentives tied to USDC balances held on the platform. Despite all of that, USDC supply on Binance has been essentially flat at $5B.\n\nPeople are vastly underestimating the network effects these stablecoins generate for the businesses that host them. In most cases, the upside is simply not worth jeopardizing your core revenue engine.\n\nFor an exchange, the stablecoin is not just cash. It is the quote asset, the collateral asset, the risk-management asset, the working-capital asset, and the unit of account for millions of traders. Switching that substrate is not free.\n\nNot All Consortium Members Have the Same Incentives\n\nThe final point is that the OUSD consortium includes very different types of businesses. They do not all monetize stablecoins in the same way.\n\nBroadly, there are two models.\n\nThe first model is AUM monetization. These are companies and protocols that benefit from idle balances, deposits, or float. For them, reserve economics are directly relevant. A lending protocol, wallet, neobank, or exchange with large customer balances may care a lot about the NIM attached to stablecoin supply.\n\nThe second model is turnover monetization. These are payments networks, processors, remittance companies, and commerce platforms that monetize transaction flow rather than idle balances. For them, the stablecoin is more of a rail than a balance-sheet asset. They may care more about reliability, cost, compliance, speed, reach, and customer experience than about reserve yield.\n\nAn @aave  and a @WesternUnion do not bring the same thing to OUSD.\n\nA DeFi protocol can help create supply by making OUSD useful as collateral or as a yield-bearing venue for liquidity. A payments company may instead move OUSD through its system and burn it quickly at the edge. That can be valuable for volume, but it is very different from creating persistent supply.\n\nThis is why the consortium structure is less powerful than it appears. The members may all like the idea of shared economics, but their incentives are not identical. Some will create supply. Some will create turnover. Some will integrate deeply. Some will experiment. Some may do very little once the press cycle is over.\n\nIn equilibrium, it is hard to believe all members will be equally motivated to push OUSD. Some will do the hard work of adoption. Others will coast.\n\nThat is the classic consortium problem.\n\nConclusion\n\nOUSD is not irrelevant. It is one of the more interesting stablecoin experiments we have seen, and the economic model is clearly designed to attack the reserve-income advantage of the incumbents.\n\nBut the market is overestimating how quickly shared economics can overcome embedded liquidity.\n\nStablecoins are not won by press releases. They are won through deep, repeated, high-trust usage across the venues where money actually moves.\n\nThat is why USDT remains so powerful. That is why USDC has proven resilient and is growing so fast. And that is why OUSD, despite the impressive consortium behind it, faces a much harder path than the market currently assumes.\n\nThe core question is not whether OUSD can offer better economics to partners.\n\nThe core question is whether those economics are valuable enough for partners to risk disrupting businesses that are already built around other currencies or stablecoins.\n\nIn many cases, the answer will be no.",
    "date": "2026-07-09 15:08:15",
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    "id": "2019215003057045604",
    "text": "分享一个我在上轮抄底btc和eth的策略。比如我的心理价是65000要建btc的长期仓位，则我会用期权卖出btc65000的看跌期权，然后现价挂单65000的btc。\n\n如果跌到了65000我抄底成功+赚取了卖出看跌期权的费用，如果没跌到65000，则我只赚取了卖出期权的费用。 https://t.co/RKNZpRIZnc",
    "date": "2026-02-05 01:02:26",
    "date_only": "2026-02-05",
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  {
    "id": "2098084083943575841",
    "text": "“如何通过一个memecoin去激活一家美国上市公司的流动性”，BNC这家公司在4stock这个meme币出现之前，每日的成交量差不多有10-20万美金，好的时候有30-50万（作为币安财库公司，在自然流量上应该已经算是小盘股里不错的了），然而通过一个meme币，当天美股的成交量翻了300-500倍，破了7000万美金，而币安的perp成交量那两天也有3-4亿美金。\n\n我觉得这个案例对很多美股小盘股的公司会是一个启发，小盘股最头疼的问题就是没有流动性，做市值管理和股东退出都很难，而stock meme如果能做出热度，就是点燃流动性小马拉大车的答案。\n\n我想我们未来一定会看到更多类似的案例。\n@cz_binance @heyibinance",
    "date": "2026-09-10 16:20:00",
    "date_only": "2026-09-10",
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    "text": "@tengqing520 pengu确实刚突破在继续拉，OI也还在涨，不过快到前高阻力位了，这里应该不少止盈和空单进来，不过好在止损也很好设 https://t.co/yXy8v7dHm3",
    "date": "2025-07-21 16:56:46",
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    "text": "我觉得这轮熊市BTC和ETH的底会有很多人抄不到，都在盯着上几轮的跌幅在刻舟，21-22年跌了76%，18-19年跌了84%，14-15年跌了87%，都觉得这轮好歹跌个70%，去4万吧。\n\n但这轮有三个变量跟前几轮不太一样：\n1.",
    "date": "2026-07-06 08:05:41",
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    "id": "1973216059001028651",
    "text": "说一个做新币的小tip，新币开盘先等半个小时到一个小时再入场博弈，没这么着急，用这一个小时去仔细观察。\n\n观察什么呢？\n\n比如项目方有没有在把alpha空投的筹码收回来？还是池子都快砸穿了？\n\n还在alpha暂时没上现货的时候项目方在干嘛？有加区间池子收筹吗？",
    "date": "2025-10-01 02:39:03",
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    "id": "2009141715509326019",
    "text": "现在bsc的meme上了二级起不来是因为博弈太透明且共识了，你在每个阶段赌的是什么预期，对手盘是谁一清二楚。\n\n1. 上了合约买入埋伏现货，埋伏的是新闻交易和现货冲进来的资金\n\n2. 上了现货新闻交易的狙进去，埋伏的是上了现货手动fomo追的\n\n3. 现货开盘之后之前埋伏的统一浇给现货fomo接盘的韭菜\n\n4.",
    "date": "2026-01-08 05:54:47",
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    "id": "1932000452406567068",
    "text": "一开始我也很讨厌刷到小水文，后来我发现kaito、cookie和营销号小水文这种“mindshare”结合着价格走势可以当挺精准的反向指标看。\n\n通常项目方密集打广告就三个时点，1. 发币之前，刷声量做给交易所看，希望得到交易所垂涎、2. 发币的时候，吸引第一波买盘接砸盘、3.",
    "date": "2025-06-09 09:02:57",
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  {
    "id": "2079520202233131172",
    "text": "发这篇的时候满市场都是踩crypto捧ai的声音，btc 59000到今天已经反弹了10%+，隔壁的存储普遍跌了30-40%。如果当时你fomo了从crypto全切去追了存储，大概率现在套牢割不下手，割了也不敢回来追crypto，更可能的是在接下来的半年一直高位补仓AI股等反弹而错过了crypto每轮周期最好的建仓时间。",
    "date": "2026-07-21 10:53:46",
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    "id": "1913532835484602695",
    "text": "我刚开始交易meme买的是Troll，这个币教我的第一课就是永远不要看一个meme币已经跌了%多少而去抄底，注意力和流动性达到顶峰后，左侧抄底meme必死。\n\n因为这是个只博弈“注意力和流动性”的市场，而“注意力和流动性”这俩东西是不可能留的住的，“只玩新的 不玩旧的”就是这个市场的共识。",
    "date": "2025-04-19 09:59:14",
    "date_only": "2025-04-19",
    "timestamp": 1745056754.0,
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    "substance_score": 5.388,
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    "id": "1984504428960071750",
    "text": "“所有可被预期的，都会在预期落地或落空后回落”，而如果驱动一个meme币上涨的唯一预期是上币安，那上币安浇给就不奇怪了。\n\n想想那些没有走上所就浇给剧本的meme币，ACT、Neiro、Useless、Fartcoin，上所都不是被预期的或者都并不是驱动价格上涨的最大因素。",
    "date": "2025-11-01 06:15:00",
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    "id": "2004806652701409689",
    "text": "我也是没想明白现在买OKB的逻辑，说几种情况。\n\n如果OKX最终能美股上市，为什么不买流动性更充足有更多机构资金冲的美股标的？那里肯定也是OKX未来业务和资本运作的重心。\n\n如果OKX不能美股上市，需要退而求其次专搞OKB（情况类似很多defi标的，比如Uni），是否还有买的必要是个问题。",
    "date": "2025-12-27 06:48:48",
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    "id": "1943313094345920887",
    "text": "今天二级的小市值币都在爆拉，但只有少数是庄组织的集中爆空，剩下的都是被资金炒起来的情绪盘，庄组织的爆空多单可以多拿拿，其他的，尤其是OI极低也没啥对手盘的，基本是散户情绪抬起来的，这种一波流底部筹码就会浇给，谨慎接多。",
    "date": "2025-07-10 14:15:21",
    "date_only": "2025-07-10",
    "timestamp": 1752156921.0,
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  {
    "id": "2048710724361609370",
    "text": "不管是美股还是港股，成长股变价值股的过程中杀估值都杀的特别狠，如果你在这个转变过程中因为“还挺有性价比的”抄底，那你大概率会抄到半山腰并需要等待很久的时间解套。\n\n如果你不是纯粹的价值投资者，就少关注已实现利润，多关注毛利率（决定了生意的好坏），多关注收入增长（增长快=一白遮百丑）",
    "date": "2026-04-27 10:27:54",
    "date_only": "2026-04-27",
    "timestamp": 1777285674.0,
    "likes": 105,
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  },
  {
    "id": "1884670461843562809",
    "text": "不是什么细分赛道或模式都可以做launchpad的。pump fun已经做到了1. 合约标准化和 2. 聚合流动性与用户这两件事，bonding curve和开盘的模式也足够灵活，明显是目前市场最能接受的。如果你是一个项目方在考虑做一个新的launchpad，仅靠拉一波拉出些短期热度去吸引一些项目方和流动性过来，去跟pump",
    "date": "2025-01-29 18:30:28",
    "date_only": "2025-01-29",
    "timestamp": 1738175428.0,
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    "url": "https://x.com/Michael_Liu93/status/1884670461843562809",
    "substance_score": 4.854,
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  },
  {
    "id": "1972613063921877361",
    "text": "聊聊今晚的两个盘子Anoma和Falcon\n\n- Anoma感觉空或多都没那么合适，高控筹，反撸了测试网用户，后手可能还有Coinbase和upbit，但15亿的开盘估值，开多也没什么upside，项目方想浇想拉都行。\n\n- Falcon先上Alpha再给空投，先链上消化买盘后再上现货，时间表卡的还行，到时候看开盘估值可能上一波。",
    "date": "2025-09-29 10:42:58",
    "date_only": "2025-09-29",
    "timestamp": 1759142578.0,
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  {
    "id": "2087788763695198302",
    "text": "我觉得这个问题问的挺关键的：为什么最后都是看AI算力的需求，但存储股被当作周期股定价，forward p/e只有个位数，而AI产业链其他公司被当成成长股定价？",
    "date": "2026-08-13 06:30:05",
    "date_only": "2026-08-13",
    "timestamp": 1786602605.0,
    "likes": 71,
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  {
    "id": "2013601855272820973",
    "text": "tldr：\n筛标的：基本面越凉、钱越多的项目越容易搞花活\n信号：很长的横盘收稠期、刷交易量、oi增加、布订单薄变的很稀薄、短时间的快砸收针（诱空和震掉短线多头）",
    "date": "2026-01-20 13:17:47",
    "date_only": "2026-01-20",
    "timestamp": 1768915067.0,
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    "isReply": true,
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  {
    "id": "2004799630681473422",
    "text": "@fantxu 熊市赌山寨多单盈亏比很一般，而且很多山寨不一定是收筹拉盘拉起来的，可能只是上下订单薄都太稀薄，平空平上去了",
    "date": "2025-12-27 06:20:53",
    "date_only": "2025-12-27",
    "timestamp": 1766816453.0,
    "likes": 22,
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  {
    "id": "1990131307477979242",
    "text": "@jiating1111 我觉得恐慌指数去刻舟求剑参考度不大，那个因子很多都是非常主观的，比如survey和社交媒体，占了30%的比重。上轮再怎么跌，大家总体还是乐观的，这轮大家就没乐观过。",
    "date": "2025-11-16 18:54:13",
    "date_only": "2025-11-16",
    "timestamp": 1763319253.0,
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    "substance_score": 4.506,
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  {
    "id": "1905341829190750663",
    "text": "@thecryptoskanda 个人觉得为了吸引中腰部dev，不需要这么吸引，bsc流动性足够强自然会吸引他们进来，而吸引散户流动性的方式是一个接一个的打造mubarak和tst这种造富故事。但现在cex这么上bsc现货，40m如果都成硬顶了，就会大大压低链上的“预期”空间，这样链上会很p，p几天流动性都跑了。下次散户看到某币20m了在做投票",
    "date": "2025-03-27 19:31:06",
    "date_only": "2025-03-27",
    "timestamp": 1743103866.0,
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    "url": "https://x.com/Michael_Liu93/status/1905341829190750663",
    "substance_score": 4.634,
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  {
    "id": "1836379799486595503",
    "text": "@octopusycc 山寨币那波暴跌是在周末完全没有流动性的时候出现的，美股vix超过60在过去40年里一共就出现过三次，一次是2008年，一次是2020年，你那天如果继续看开盘大暴跌本质上是在预期出现比08金融危机、新冠病毒更大的雷。如果你现在回看还是这么觉得这么预期没问题，那也没问题。我听了你的space以后立刻写了一",
    "date": "2024-09-18 12:20:37",
    "date_only": "2024-09-18",
    "timestamp": 1726662037.0,
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  },
  {
    "id": "2092462119975616761",
    "text": "山寨主升浪，一般是在牛市确认后（比如明年中甚至明年底）。\n\n牛初，就是几个共识大币跟着 b/e 动，拿着大币和信念标的，有交易能力的可以玩玩妖币和波段。\n\n以及，关注链上是不是会出现趋势级别机会。\n\n什么是趋势级别？\n\n就是哪怕 bn 出于限制竞争对手，不愿意上，也不得不上的链上原生项目。\n\n显然 meme 不属于这个类别，不用幻想大所会一起上哪个 meme 。",
    "date": "2026-08-26 04:00:20",
    "date_only": "2026-08-26",
    "timestamp": 1787716820.0,
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  {
    "id": "2090718493184561566",
    "text": "做空的和踏空的现在怎么办？\n\n可以参考一下前两轮的启动针后发生了什么。\n\n19年那轮底部没给任何回调跑路的机会，拉了平台横了一会儿，一路绝尘拉了4倍\n\n23年的上轮底部启动针后拉了一个多月，然后回调了20%给了空军跑路多军上车的机会，但是马上就拉回去新高了。 https://t.co/pUfPcWjLF7",
    "date": "2026-08-21 08:31:47",
    "date_only": "2026-08-21",
    "timestamp": 1787301107.0,
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  },
  {
    "id": "1988934308208472499",
    "text": "今天被这篇刷屏了\n其实，上轮牛顶的时候也是这样的，BTC从69000跌到45000了，美股那边都还很稳，然后美股撑不住开始下跌，送BTC去了16000\n背后的部分解释在引用的推文里 https://t.co/IFNpjrm6XD",
    "date": "2025-11-13 11:37:46",
    "date_only": "2025-11-13",
    "timestamp": 1763033866.0,
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  },
  {
    "id": "1899404992982995115",
    "text": "简单说一下我现阶段对后市仍然偏看空的逻辑链吧。\n1. 首先咱们得有个共识：“币圈资产是跟着美股走的，所有币圈资产能涨的前提一定是：美股能重新站稳脚跟，并开启上攻”\n\n2. 美股在现阶段”能站稳将跟，并开启上攻”的前提有且只有一个：“开启放水”（别提AI革命和Trump利好了，早都博弈完了）\n\n3. https://t.co/4Ck0QzbXgC",
    "date": "2025-03-11 10:20:14",
    "date_only": "2025-03-11",
    "timestamp": 1741688414.0,
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    "url": "https://x.com/Michael_Liu93/status/1899404992982995115",
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  },
  {
    "id": "2012381189714440284",
    "text": "bsc的零零散散的买了一些，主要是人生k线和踏马，踏马是最被预期的，反而我觉得不一定会第一个上。如果你是币安上币组，你需要用一个合约打开市值空间，点燃市场把资金从sol那边抢过来，你是会上最被预期的还是相对不被预期但声量大的？越被预期埋伏的人越多，上了浇给的越快，如果上了合约直接浇了情 https://t.co/9YuiBzw4hv",
    "date": "2026-01-17 04:27:18",
    "date_only": "2026-01-17",
    "timestamp": 1768624038.0,
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    "substance_score": 5.409,
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  },
  {
    "id": "2076499593471369271",
    "text": "韩股和美股海力士这费率太夸张了，这么多人赌溢价缩小吗，看台积电的历史数据，有溢价是正常的啊，万一溢价缩小花个一个月，这费率都能把本金吃腰斩了。",
    "date": "2026-07-13 02:50:57",
    "date_only": "2026-07-13",
    "timestamp": 1783911057.0,
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  },
  {
    "id": "1854044322699919692",
    "text": "这几个小时记得去把赌trump的交易止盈掉，好的止盈点可能是现在到三四个小时后宾州的票统计完成前后。市场现在完全price in trump上台，晚上如果有争议，容易回落。尤其是大家可以看一下obama的置顶，这已经给后面要recount反击打好预防针了，我现在正在看bloomberg https://t.co/91PrKk8MHU",
    "date": "2024-11-06 06:13:07",
    "date_only": "2024-11-06",
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  {
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    "text": "为什么今天美股大跌而加密货币不跌？\n\n因为，贸易战主要影响的是美股，不是加密货币（arguably对加密货币反而是好事）\n\n但，之后一周通常加密货币会补跌，因为当一些股票跌到了更合适的位置，投资人会选择将crypto的仓位换到美股去",
    "date": "2025-04-04 19:58:36",
    "date_only": "2025-04-04",
    "timestamp": 1743796716.0,
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  {
    "id": "2086722881900224627",
    "text": "在Crypto和美股之间做交易确实需要思维的切换，币圈可能要花90%的精力去思考博弈视角，10%去想合力视角（只有短期合力没有长期合力），而美股则是90%去思考合力视角，10%在博弈视角。这中间的差异主要在于Crypto几乎都是短线资金，因缺乏基本面或本身基本面极度依赖流动性，所以主要是新闻和博弈驱动，",
    "date": "2026-08-10 07:54:39",
    "date_only": "2026-08-10",
    "timestamp": 1786348479.0,
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  {
    "id": "2090425189981147464",
    "text": "开单之前我最常问自己的问题：这是不是一个非共识交易？如果是，那是非共识的标的？还是非共识的价格？我自己为例，过去一年亏钱的交易无一例外全是fomo了充分共识的标的在充分共识的价格。\n\n举几个极强共识但很多人亏钱的例子：\n-",
    "date": "2026-08-20 13:06:18",
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  {
    "id": "2013462856491246021",
    "text": "现在bsc战壕尴尬的是，大家都太聪明了，上了alpha还愿意赌perp的人太少，导致alpha上完大家都在抢跑，所以上了alpha反倒成了利空会浇给，然后上币组看浇都浇了，总不能alpha上选个三五百万市值的币给perp吧，然后情绪就越来越差，大家越来越不愿意赌alpha的币能上perp，上alpha就变得越来越利空。",
    "date": "2026-01-20 04:05:27",
    "date_only": "2026-01-20",
    "timestamp": 1768881927.0,
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  {
    "id": "1953055324027666650",
    "text": "哦对了，评估新币该多还是该空还有个很重要的标准，现在upbit买盘流动性最大，基本也是上了bn后的最后一站。所以upbit能上的话，项目方可能会在上bn之后先拉或者至少拖住盘面，等上了upbit再浇。",
    "date": "2025-08-06 11:27:29",
    "date_only": "2025-08-06",
    "timestamp": 1754479649.0,
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  {
    "id": "2066078398183829552",
    "text": "没碰$H这个币，不过建议币安应该直接下架$H然后风控做市账号。坚守自盗的项目方，链上现货砸归零后，合约吸引到空头对手方又割一道。这种割法要是让庄安全落地了，是不是以后项目方和做市商都可以这么玩了？筹码控不住就直接搞个黑客事件，把现货砸归零，然后现货和合约切割完，又是一个新盘子。",
    "date": "2026-06-14 08:40:50",
    "date_only": "2026-06-14",
    "timestamp": 1781426450.0,
    "likes": 84,
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  {
    "id": "2069116453295685799",
    "text": "美股的资金比币圈的敏锐多了，如果有不及预期，不会等到业绩落地再跌的。（参考去年MSTR和BTC的价格顶，美股的资金早跑了，币圈的晚了三四个月）",
    "date": "2026-06-22 17:52:59",
    "date_only": "2026-06-22",
    "timestamp": 1782150779.0,
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  },
  {
    "id": "1850909385159328055",
    "text": "以下不是推广，真心推荐一下朋友：昨天正好跟群里小伙伴@saopisen在聊sol上的交易策略，因为sol又快波动又大，而且交易meme币的玩家普遍比较情绪化，在交易技能上的确不够二级的专业，所以很适合有一些二级交易经验的进来做波段策略，尤其是在2-10M范围的盘子，一个支撑位的反弹就是1-2倍，而且支撑和",
    "date": "2024-10-28 14:36:00",
    "date_only": "2024-10-28",
    "timestamp": 1730126160.0,
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  {
    "id": "1997900447022215558",
    "text": "其实这个盘子是个特别适合爆空的标的。交易所没筹码、市场经过XPL后都预期很差、一大堆冲TVL的大户要长期解锁，投资人很散且都开盘10x的盈利，这些套利的都可以变成做空的燃料。就看团队要不要玩了，我不觉得这个团队是不会玩的。",
    "date": "2025-12-08 05:26:00",
    "date_only": "2025-12-08",
    "timestamp": 1765171560.0,
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  },
  {
    "id": "2071906508816916702",
    "text": "@PhyrexNi 银行稳定币的问题是，如果本身就在自身体系里流转，就没有做成稳定币的必要，成熟的结算、支付体系、机构客户，为什么要把客户的钱换成稳定币？有点脱裤子放屁的感觉。如果要出去流转，自己做的稳定币又很难脱离自身的体系。",
    "date": "2026-06-30 10:39:40",
    "date_only": "2026-06-30",
    "timestamp": 1782815980.0,
    "likes": 28,
    "retweets": 0,
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    "isReply": true,
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  {
    "id": "1874422712510353501",
    "text": "@timotimoqi 这轮所有新的VC币都挺难的，流动性不在这，vc投资人们还得解锁，做市商开盘市值还高",
    "date": "2025-01-01 11:49:34",
    "date_only": "2025-01-01",
    "timestamp": 1735732174.0,
    "likes": 11,
    "retweets": 0,
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    "isReply": true,
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  {
    "id": "2025975806762332666",
    "text": "@chinakkxl 22年那会儿币安的BTC/USDT是免费的，很多人会刷交易量拉VIP等级，所以失真没用那个数。ethusd index这个数是tradingview那边综合usd pair算出来的，看usdt更直观。",
    "date": "2026-02-23 16:47:27",
    "date_only": "2026-02-23",
    "timestamp": 1771865247.0,
    "likes": 5,
    "retweets": 0,
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    "isReply": true,
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    "substance_score": 3.7309999999999994,
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    "jev_confidence": 0.82,
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    "quality_score": 3.7309999999999994,
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  },
  {
    "id": "2083124885698818545",
    "text": "@kngzhjngji21338 社长买股票（利好），韩国政府不让做空的救市方法都出来了（利好），fomc落地不加息（利好），财报也全都出来了，capex不减反增（利好）。如果有这些利好还是砸到850，那么850赌反转的逻辑又是什么？是否有昨天赌反转的利好逻辑这么硬？",
    "date": "2026-07-31 09:37:29",
    "date_only": "2026-07-31",
    "timestamp": 1785490649.0,
    "likes": 4,
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    "isReply": true,
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    "curation_score": 47.2,
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    "substance_score": 4.665,
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    "jev_confidence": 0.68,
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  },
  {
    "id": "1831071809736982955",
    "text": "@egember3 如果只是一瞬间拉，那基本就是为了逢高出货拉的，如果是真拉，至少会给你一两天的反应时间，而且通常是大盘也在往上走的时候。玩meme基本没法左侧交易，套死。",
    "date": "2024-09-03 20:48:33",
    "date_only": "2024-09-03",
    "timestamp": 1725396513.0,
    "likes": 2,
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  },
  {
    "id": "2093215147406102872",
    "text": "其实每轮周期的btc底都挺像的，底部旱地拔葱拉根20-30%的针，然后横盘1-3个月洗筹，就算抄到绝对底部的，如果没点耐心，也基本就在第一根20%涨幅之后横盘的那几个月就把仓位出掉了，之后就是一路向上。 https://t.co/qwCehvDccn",
    "date": "2026-08-28 05:52:35",
    "date_only": "2026-08-28",
    "timestamp": 1787896355.0,
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  },
  {
    "id": "1898450154447151341",
    "text": "刚好在盯盘，看到Kaito线，分享个做合约超短线的小妙招。比如可以去coinglass看1小时前的kaito合约爆仓热力图，在$1.75-$1.8附近有1m左右的币安空单会被爆仓，所以做市商基本都会去戳爆集中爆仓区再反转。\n而三天前上upbit后的币安空单有4m左右也是在$2被爆的，爆完就反转。 https://t.co/hlbZHaGUve",
    "date": "2025-03-08 19:06:02",
    "date_only": "2025-03-08",
    "timestamp": 1741460762.0,
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  },
  {
    "id": "1931397396354994383",
    "text": "最近WCT、Anime、Mask这种upbit现货+binance合约或现货的爆拉爆砸币上轮周期其实挺多的，比如Loom、Hifi、YGG、Arpa、Lina，基本每个月都有2个。庄利用的就是熊市注意力集中，没见过妖盘的韭菜们大家也比较爱做空，看当天涨的比较多了就空进去，庄靠韩元所upbit和bithumb拉现货去爆空军，然后收网的时 https://t.co/gSl7hcBiqt",
    "date": "2025-06-07 17:06:37",
    "date_only": "2025-06-07",
    "timestamp": 1749315997.0,
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  },
  {
    "id": "2099412162523312486",
    "text": "你们恐惧我贪婪\n\n哪次上币安的大金狗没fud？上了alpha哪次没有洗盘？\n\nmarscoin经历过烧错币，牛来经历过电影院下架\n\nbncb出来有改变任何东西吗？可以看一下4stock的产品介绍，本来就是pre-bstock的产品，“pre”就是后面会被bstock上。现在bnc上了bstock，可覆盖的人更多了，流动性池子也变大了，也能1:1兑换bstock了，飞轮可以正常转起来了，这不是好事吗？\n\n4stock仍然是已经确定跑出来的bnc meme的龙头，你看今天p了一下午了，有跑出来别的吗？\n\nbnc仍然是有将近五折的币安自己的bnb dat公司，一个2亿的美股小盘子你觉得币安会搞不起来？",
    "date": "2026-09-14 08:17:19",
    "date_only": "2026-09-14",
    "timestamp": 1789373839.0,
    "likes": 175,
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    "isReply": false,
    "text_len": 301,
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    "jev_is_substantive": 0.74,
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    "jev_confidence": 0.82,
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  {
    "id": "2096139256351891773",
    "text": "不太建议空marscoin，上了现货这种大利好落地没砸反拉太反常了。marscoin上币周期拖了很久，中间cz喊了币有洗了一波盘，烧错了一次marscoin洗了一波盘，然后又先上了牛来洗了一波盘，这几个事件叠加在一起把散户筹码洗的已经很干净了，又直接连续合约+现货，能看出来是币安反击robinhood主推的股票meme https://t.co/pbZSz89fXg",
    "date": "2026-09-05 07:31:57",
    "date_only": "2026-09-05",
    "timestamp": 1788593517.0,
    "likes": 165,
    "retweets": 12,
    "replies": 96,
    "views": 60842,
    "isReply": false,
    "text_len": 184,
    "curation_score": 580.2,
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    "url": "https://x.com/Michael_Liu93/status/2096139256351891773",
    "substance_score": 5.475999999999999,
    "jev_is_substantive": 0.8,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.66,
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    "quality_score": 5.475999999999999,
    "is_mental_model": true
  },
  {
    "id": "1892918997450170567",
    "text": "AI行情现在多凉，直接看数据吧。Virtual在11月的峰值日新发布agent数接近1500个，最近日发布数已经跌到4个了，不足之前的0.5%。\n\n不过我仍然看好AI还会有第二波，因为最近见到了：\n1. https://t.co/xQpMGtjSFb",
    "date": "2025-02-21 12:47:12",
    "date_only": "2025-02-21",
    "timestamp": 1740142032.0,
    "likes": 139,
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    "url": "https://x.com/Michael_Liu93/status/1892918997450170567",
    "substance_score": 5.279999999999999,
    "jev_is_substantive": 0.73,
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    "jev_confidence": 0.66,
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  },
  {
    "id": "2091411866769912061",
    "text": "短期关注的几个买盘的支撑位，破了才有画门的可能，不破之前仍然看反转。所以你要是赌画门想做空，不如等破了追空，这个位置做空，很容易被震荡打损的。",
    "date": "2026-08-23 06:27:00",
    "date_only": "2026-08-23",
    "timestamp": 1787466420.0,
    "likes": 124,
    "retweets": 5,
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    "text_len": 71,
    "curation_score": 314.9,
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      "images/2091411866769912061_1.png"
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    "url": "https://x.com/Michael_Liu93/status/2091411866769912061",
    "substance_score": 5.893999999999999,
    "jev_is_substantive": 0.94,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.52,
    "jev_depth": 1.9,
    "jev_has_rule": 0.37,
    "quality_score": 5.893999999999999,
    "is_mental_model": false
  },
  {
    "id": "2094666706627301755",
    "text": "牛来这个币大概率结束了。BSC的问题不是单一meme的问题，是现在playbook太清晰了，上了合约必浇，至于牛来上现货，我觉得可能性很低，币安其实给牛来上合约在我看来已经算“犯错”了，牛来全是fomo的资金冲起来的，这波上币之后大家都在提币去fomo，流动性全都导去Fomo了，然后到了fomo又全都分流去冲rob",
    "date": "2026-09-01 06:00:34",
    "date_only": "2026-09-01",
    "timestamp": 1788242434.0,
    "likes": 251,
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    "url": "https://x.com/Michael_Liu93/status/2094666706627301755",
    "substance_score": 5.053999999999999,
    "jev_is_substantive": 0.84,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.99,
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    "is_mental_model": false
  },
  {
    "id": "1989478033921905102",
    "text": "建议对ZEC上头想梭哈的，还是去多洗两把脸清醒下\n这币每轮周期Grayscale都拉一次盘\n每次也都讲一样的故事，Privacy Bitcoin\n每次也都套同一批信了BTC需要privacy人\n但你想想洗钱的，哪个会用Zcash洗？\n你要真信privacy和洗钱需求会驱动代币上涨，那你为什么不买Tornado Cash和Monero？",
    "date": "2025-11-14 23:38:20",
    "date_only": "2025-11-14",
    "timestamp": 1763163500.0,
    "likes": 246,
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    "substance_score": 4.834,
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  },
  {
    "id": "2089075345693839374",
    "text": "尝试做个预测（想法有改变会update），我觉得q4美股不会特别好，尤其是科技板块，主要是两个不确定性。\n\n一个是加息的不确定性，今年市场仍然price in至少一次加息，上次没加，那么下次加息的概率就大了很多。其实落地还好，就怕铁靴一直不落地。",
    "date": "2026-08-16 19:42:30",
    "date_only": "2026-08-16",
    "timestamp": 1786909350.0,
    "likes": 180,
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  },
  {
    "id": "2070410621783568578",
    "text": "MSTR跟BSTR做了一笔otc交易，卖了25000个btc，给mstr增加了15亿的现金。按目前现金池来算的话，mstr未来有两年利息的runway，如果是真的，感觉能让mstr缓一大口气了。\n\n盯一下strc吧，如果短期strc的价格不再跌了，或者拉回锚了，这个位置可能就是个阶段底了。",
    "date": "2026-06-26 07:35:33",
    "date_only": "2026-06-26",
    "timestamp": 1782459333.0,
    "likes": 131,
    "retweets": 10,
    "replies": 21,
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    "isReply": false,
    "text_len": 145,
    "curation_score": 453.6,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2070410621783568578",
    "substance_score": 4.847999999999999,
    "jev_is_substantive": 0.82,
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    "jev_confidence": 0.6,
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    "jev_has_rule": 0.07,
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  },
  {
    "id": "2017215840903729256",
    "text": "今天回想了下，过去所有基于“内幕消息”“潜在利好”开的单，没有一笔是赚的，全部是亏的，这些信息大部分是直接从项目方或交易所相关的朋友获得的。\n\n反而是那些有点内幕但不多，打听打听就能获得的信息最有价值，比如“控筹如何、有没有主动mm、什么时候发空投、上轮估值、核心团队懂不懂crypto",
    "date": "2026-01-30 12:38:29",
    "date_only": "2026-01-30",
    "timestamp": 1769776709.0,
    "likes": 119,
    "retweets": 4,
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    "isReply": false,
    "text_len": 143,
    "curation_score": 343.7,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2017215840903729256",
    "substance_score": 4.836,
    "jev_is_substantive": 0.85,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.74,
    "jev_depth": 1.9,
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    "quality_score": 4.836,
    "is_mental_model": false
  },
  {
    "id": "2087142804694958429",
    "text": "还是认为mstr是这轮抄底crypto beta最差的币股选择，如果你已经买了或想买mstr，想一个关键问题：一个借高息贷炒币、高买低卖、定投btc两轮周期了还亏钱的公司，凭什么该享有btc nav的溢价而不是折扣？",
    "date": "2026-08-11 11:43:16",
    "date_only": "2026-08-11",
    "timestamp": 1786448596.0,
    "likes": 99,
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    "text_len": 108,
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    "url": "https://x.com/Michael_Liu93/status/2087142804694958429",
    "substance_score": 4.803999999999999,
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    "jev_confidence": 0.74,
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    "is_mental_model": true
  },
  {
    "id": "1914235494176833629",
    "text": "解释下为啥会有末日战车这个概念。因为市场流动性是抱团的，先冲最优质的资产，但当“优质资产”到了阻力位，市场无法合力继续推高后，资金会分流进弱的资产，去赌一波补涨，通常资金分流就是下跌前的最后一环。之前etc是末日战车，因为etc就是最没价值最弱的资产，而现在eth的位置跟etc没啥区别了。",
    "date": "2025-04-21 08:31:21",
    "date_only": "2025-04-21",
    "timestamp": 1745224281.0,
    "likes": 90,
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    "url": "https://x.com/Michael_Liu93/status/1914235494176833629",
    "substance_score": 4.886,
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    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.84,
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  },
  {
    "id": "2098413426335003095",
    "text": "其实如果4stock能被推动起来，光是这一个meme币的税带来的bnc买盘就快够把bnc拉回锚了，当时giggle我记得捐了1200万美金，到今天应该1500-2000万了。而这些通过4stock买来的bnc几乎都不会被动、反过来还会让持币人去买bnc，比如我自己就是因为发现了4stock这个机会而发现了bnc。",
    "date": "2026-09-11 14:08:42",
    "date_only": "2026-09-11",
    "timestamp": 1789135722.0,
    "likes": 74,
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    "url": "https://x.com/Michael_Liu93/status/2098413426335003095",
    "substance_score": 4.473999999999999,
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    "jev_confidence": 0.75,
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    "is_mental_model": false
  },
  {
    "id": "2028378528002273721",
    "text": "我的答案，选择的优先级是：能留存下来>流动性>保值，基于这个原则：\n- 美国的房产必须处置掉，打起来中国人在美房产大概率会被没收，中国核心城市无居住需求也处置掉（虽战时核心地产会抗通胀，但如是毁灭性战争房产都没意义）\n-",
    "date": "2026-03-02 07:55:01",
    "date_only": "2026-03-02",
    "timestamp": 1772438101.0,
    "likes": 68,
    "retweets": 4,
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    "isReply": true,
    "text_len": 116,
    "curation_score": 166.9,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2028378528002273721",
    "substance_score": 4.854,
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  },
  {
    "id": "2074043838872879443",
    "text": "@long68888 假设你是对的，6w到4w持续dca，最后成本价在5w左右，底部企稳之后第一根启动针就回本了，假设6w是底，启动到8w了，等最低点的人就永远不可能再上这趟车了。",
    "date": "2026-07-06 08:12:39",
    "date_only": "2026-07-06",
    "timestamp": 1783325559.0,
    "likes": 23,
    "retweets": 0,
    "replies": 0,
    "views": 4928,
    "isReply": true,
    "text_len": 90,
    "curation_score": 54.4,
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    "url": "https://x.com/Michael_Liu93/status/2074043838872879443",
    "substance_score": 4.624,
    "jev_is_substantive": 0.82,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.76,
    "jev_depth": 1.9,
    "jev_has_rule": 0.11,
    "quality_score": 4.624,
    "is_mental_model": false
  },
  {
    "id": "1851348999841976457",
    "text": "@Float9933 @0xmagnolia upbit庄，总归得拉，但是我感觉mtl上散户多头有点多，其实去年mtl明显有试盘，但是拉到一半就停了，这种币熊市的时候靠燃烧空头去拉合约比较适合，但明显当时拉起来的时候没人去空。",
    "date": "2024-10-29 19:42:52",
    "date_only": "2024-10-29",
    "timestamp": 1730230972.0,
    "likes": 6,
    "retweets": 0,
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    "views": 1668,
    "isReply": true,
    "text_len": 113,
    "curation_score": 52.3,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1851348999841976457",
    "substance_score": 4.533999999999999,
    "jev_is_substantive": 0.82,
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    "jev_confidence": 0.97,
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    "is_mental_model": true
  },
  {
    "id": "1923793610505703894",
    "text": "@crypto_biubiu 那干脆就分仓分个5份，每份爆仓即止损，爆了就不许再碰这个标的了",
    "date": "2025-05-17 17:31:53",
    "date_only": "2025-05-17",
    "timestamp": 1747503113.0,
    "likes": 5,
    "retweets": 0,
    "replies": 2,
    "views": 1552,
    "isReply": true,
    "text_len": 46,
    "curation_score": 10.6,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1923793610505703894",
    "substance_score": 5.187999999999999,
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    "jev_confidence": 1.0,
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    "jev_has_rule": 0.81,
    "quality_score": 5.187999999999999,
    "is_mental_model": true
  },
  {
    "id": "1848205736905703779",
    "text": "@0xEdwin999 嗯嗯，goat这种我更多会把它归类到突发热点资金抱团盘吧，不是典型的单一庄盘，榜一在拉升过程中也出货到1%左右了。",
    "date": "2024-10-21 03:32:40",
    "date_only": "2024-10-21",
    "timestamp": 1729481560.0,
    "likes": 5,
    "retweets": 0,
    "replies": 0,
    "views": 1153,
    "isReply": true,
    "text_len": 69,
    "curation_score": 9.8,
    "is_featured": true,
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    "url": "https://x.com/Michael_Liu93/status/1848205736905703779",
    "substance_score": 4.343999999999999,
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    "jev_confidence": 0.88,
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    "quality_score": 4.343999999999999,
    "is_mental_model": true
  },
  {
    "id": "1534910122371469312",
    "text": "@CryptosLaowai 我觉得这波不止3.5w，3.5w刚碰到下行pattern的上沿，这个地方没突破大部分人还是不会进去的，我看到3.8w-4w左右",
    "date": "2022-06-09 14:47:45",
    "date_only": "2022-06-09",
    "timestamp": 1654786065.0,
    "likes": 2,
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    "isReply": true,
    "text_len": 78,
    "curation_score": -27.0,
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    "jev_has_rule": 0.08,
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  },
  {
    "id": "1967138444775510096",
    "text": "WLFI也要开启收入回购了，聊聊这个回购计划对于WLFI币价意味着什么，会不会像Pump和Hype一样拉飞币价？\n\n首先咱们得估算一下WLFI能有多少收入，最好的对标对象就是Circle，完全一样的稳定币业务，美股上市，收入和储备数据也全透明。\n\nCircle过去两个季度的收入数据如下：\n2025 Q1 5.79亿美元\n2025 Q2 https://t.co/bPwxwEoniM",
    "date": "2025-09-14 08:08:47",
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    "id": "2001158038468878536",
    "text": "虽然我大多数时候也是E卫兵，但这轮ETH上涨的逻辑已经彻底结束了，这波上涨完全由DAT驱动，而回头看9月份Eth DAT削平溢价开始变折扣的时候就是最好的卖点，我的主流币也都在降息前后跑完了。\n\n这个时候说抄底Eth，就像一个meme币车头们都套牢且没钱补仓了，还希望能喊韭菜们买起来一样，很难自救了。 https://t.co/6Ue0L9UmlP",
    "date": "2025-12-17 05:10:30",
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  {
    "id": "1936266650443276327",
    "text": "大家现在已经习惯了妖币一直涨最后一根针插到底的操盘方式，最近新的庄家操盘手法是扎最后一根针之前，疯狂的做下插针，然后拉回去损耗追空的空头力量，同时吸引买盘入场接最后一根针，比如前段时间收网的Anime，收网前疯狂插针，还有这两天的BMT，也开始插了。碰到这种，如果你有多单就该找机会平了， https://t.co/TG6O7NrAct",
    "date": "2025-06-21 03:35:18",
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    "id": "1821559487972745713",
    "text": "不管你现在多么不看好后市，千万不要做空，美股过去快40年一共三次vix超过60的事件，一次是2008年，一次是2020年，一次是前几天，08年和20年那两次都是接近绝对底部，后面发生什么大家也都知道了，最近太多kol跳出来说看空后市了，他不对你的钱负责，但你自己要对自己的钱负责。 https://t.co/dlqEngV6gZ",
    "date": "2024-08-08 14:49:59",
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  {
    "id": "1575002131454914562",
    "text": "无意翻到了18年写的区块链投资策略的deck，站在未来去看过去的预测总是很耐人寻味，像是突然被拉回到了那个时空。回过头来看，当年的预测大致是对的，但先后顺序搞错了，显然高估了成熟企业在新技术上的创新速度，而低估了startups与社区驱动的应用创新和迭代的速度，更低估了用户对新形态产品的接纳度 https://t.co/TkJg23JxCt",
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  {
    "id": "1870038372087148802",
    "text": "解释一下资产之间为什么会有联动性吧。\n\n比如你看到btc今天跌了5%，结构看起来不太妙，你觉得明后天可能还得跌，但你手里没有btc，你看着手里还没跌的山寨币，你会做什么选择呢？你如果不看好未来几天btc的走势，你大概率会把手里的山寨币也给抛售了，如果大家都这么想，就会引起山寨币的集体抛售。",
    "date": "2024-12-20 09:27:46",
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  {
    "id": "2021907857055314398",
    "text": "前两天其实写了不少字，后来都删了，因为实在不想在大家最难的时候继续唱空行业了。\n\n简单说下观点，我认为这轮熊市会比大部分人想的要更久、跌幅也会普遍比上轮更深。\n\n这轮山寨里牛市高点超过21年高点的只有bnb、xrp、zec、okb(烧币)，sol和eth算持平。",
    "date": "2026-02-12 11:22:53",
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  {
    "id": "2006995954583630131",
    "text": "刚跟几个朋友在讨论q1该怎么做山寨季，结论是确实不太好做。\n\n现在还在博弈山寨的存量资金都太聪明了，明显全在大盘反弹前抢跑山寨季，很多山寨其实也是空头资金感觉大盘跌不动了，平空拉起来的，大盘还没什么动作，山寨已经弹了30-50%。",
    "date": "2026-01-02 07:48:18",
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  {
    "id": "1900206227524878497",
    "text": "其实项目方和VC们心里也清楚，这轮新上CEX的VC币真的很难再找能带“买盘”的KOL喊单了。\n\n逻辑很简单，因为能带买盘的KOL一定是想带着自己粉丝赚钱的，但拜镰刀们收割经验过于丰富所赐，这轮的VC币和散户就没有任何“合力”的过程，从开盘开始大家就是对手盘（也许该考虑换个做市 or",
    "date": "2025-03-13 15:24:03",
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  {
    "id": "1921571008747606215",
    "text": "正好小伙伴提到了，多说两句我对目前Alpha玩法的解读：\n1. 链上发出来的新币上alpha的确是个坎儿，很多获利盘会砸，所以庄如果没想往更大做，大概率不会掏钱护盘，会自己会先跑了，所以这里跟着跑大概率是对的。\n2.",
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  {
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    "text": "延伸一下，开单以后走向一旦开始跟设想的不一样，心里开始“虚”的，这种单的结局几乎没一个好的。\n\n“虚”就是潜意识告诉你，其实开单的那一刻你并没有想好你的开单理由是什么、交易计划是什么，这个时候最不该做的就是去扛单甚至加注摊成本，而是止损。",
    "date": "2025-05-08 13:51:53",
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  {
    "id": "1915006077101592941",
    "text": "这两天山寨开始回暖，AI仍是反弹最好的赛道，抄了一麻袋Defai的龙头Anon @HeyAnonai。\n\n核心逻辑：\n1. 上轮炒完框架，无限生成垃圾推特bot的叙事已经去魅了，这轮再炒只能炒应用层了，应用层最看好的仍是能切到流动性和交易侧的Defi+AI.\n2.",
    "date": "2025-04-23 11:33:22",
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  {
    "id": "1940591723589013596",
    "text": "有没有发现很多之前市场暴跌时候拉的最猛的山寨反倒在这两天山寨全面反弹行情下涨不动了？比如dmc、myx、tut，本质上这些标的都是靠爆空来完成拉升的，当其他标的一天拉了30%",
    "date": "2025-07-03 02:01:36",
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  {
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    "text": "就现在山寨这流动性，项目花个几十万u的韩所上所费，上所公告出来后进来的oi也就几十万u，要想给韩所上所费回点本，真的只能公告出来第一分钟就开割新闻交易的了",
    "date": "2026-03-12 09:10:57",
    "date_only": "2026-03-12",
    "timestamp": 1773306657.0,
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  {
    "id": "2056818061068669234",
    "text": "反映出的问题 \n1. 被一个宏大的叙事所裹挟（过于听信公开的“故事”）\n2. 听朋友cx（信息源滞后且没自己的主观想法）\n3. 大多情况是追高或者抄了第一根下跌针（容易Fomo）\n4. 原定的交易计划是涨20%-30%就出（没搞明白盈亏比）\n5. 结果买完就山顶站岗，然后说服自己是价值投资（不会止损）\n6.",
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  {
    "id": "2083924656101470667",
    "text": "这几天看了一遍lorenzo发的帖子（木头姐基金的加密负责人），发现我们看好稳定币的原因竟然出奇的一致，都认为rwa会是撬动更大的70万亿的美股资金的关键，而随着这些资产上链并在crypto infra里交易、借贷、套娃，货币层（usdc）、网络层（eth）的需求都会指数级的被变大。",
    "date": "2026-08-02 14:35:30",
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  {
    "id": "1919969616752751043",
    "text": "举几个例子，fhe、aiot、haedal，这几个线都是往上在画的，明显都在赛马冲现货，你不知道哪个会上就别空，也别多，这个位置盈亏比一般，但像STO这种上了现货，庄没必要继续拉的，上了现货就可以找位置空了。",
    "date": "2025-05-07 04:16:42",
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  {
    "id": "2067887880182362588",
    "text": "@0xcryptowizard 同意，看这波如何收场了，如果市场无法让strc自然回锚，mstr持续低位卖币还债的话就会是一个比较漫长的去杠杆过程。",
    "date": "2026-06-19 08:31:04",
    "date_only": "2026-06-19",
    "timestamp": 1781857864.0,
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  {
    "id": "1887401944911913450",
    "text": "@Kavintang15 Evan团队开space都出来明牌了，也不用开盒了。没rug还在继续做，团队也把AI产品和耻辱柱做出来等着发，欧冠的广告也在持续打，当时说的东西都兑现了，市场不好sol meme最大的popcat和wif都跌了80-90%了，我有什么理由维权呢？",
    "date": "2025-02-06 07:24:24",
    "date_only": "2025-02-06",
    "timestamp": 1738826664.0,
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    "substance_score": 3.7569999999999997,
    "jev_is_substantive": 0.45,
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  {
    "id": "1877290375250927952",
    "text": "@csc12313 @wolfyxbt 咋说呢 我是觉得山寨币本身就没什么周期理论，都是跟随流动性周期在走的。Btc其实在19年之后就一直跟着美股走了，ETF通过后这个现象更明显了。",
    "date": "2025-01-09 09:44:38",
    "date_only": "2025-01-09",
    "timestamp": 1736415878.0,
    "likes": 3,
    "retweets": 0,
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    "isReply": true,
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    "url": "https://x.com/Michael_Liu93/status/1877290375250927952",
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  {
    "id": "1919984147428188162",
    "text": "@Kerjm5oEhj5348 b2就属于我刚说的没必要玩的，刚上alpha还没合约可以撸一波，上了合约这个市值你再去赌他上现货盈亏比就差了。非要赌能不能上现货的话，我觉得币安大概率不会再给BTC赛道开个现货位了，babylon就是最后一个。",
    "date": "2025-05-07 05:14:26",
    "date_only": "2025-05-07",
    "timestamp": 1746594866.0,
    "likes": 1,
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    "text_len": 121,
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    "substance_score": 4.733,
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    "jev_confidence": 0.94,
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  {
    "id": "1990363513127321952",
    "text": "这是个好问题，我觉得这轮btc市占率已经没什么意义看了，这轮把btc拉起来的增量资金全部是机构资金，而这些机构是不太可能去冲小山寨币的，所以看btc.d没什么意义。但看btc/eth是个更直观的指标。山寨季已经来过了朋友们。 https://t.co/Jj14i1AMp5",
    "date": "2025-11-17 10:16:55",
    "date_only": "2025-11-17",
    "timestamp": 1763374615.0,
    "likes": 116,
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    "url": "https://x.com/Michael_Liu93/status/1990363513127321952",
    "substance_score": 5.504,
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    "jev_confidence": 0.71,
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  },
  {
    "id": "2098411323843592487",
    "text": "bnc今天拉了7%，美股成交了多少呢？大概两百多万美金。\n\n稍微来点美股资金这个小盘股就拉回锚了，只有拉回锚这个DAT对于币安才有用，才能去发行新股持续买bnb，离拉回锚目前差不多还有1倍。\n\nmstr牛市的时候市值比nav高了3倍多 https://t.co/a8H63XvptE",
    "date": "2026-09-11 14:00:20",
    "date_only": "2026-09-11",
    "timestamp": 1789135220.0,
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    "url": "https://x.com/Michael_Liu93/status/2098411323843592487",
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  {
    "id": "1972630624398684466",
    "text": "Falcon这开盘市值太夸张了，5B的FDV，Ethena才8B，但Ethena的TVL是Falcon的7倍，人家美股DAT也有了。冲不动，一点也冲不动。 https://t.co/ULw2nYvLFg",
    "date": "2025-09-29 11:52:45",
    "date_only": "2025-09-29",
    "timestamp": 1759146765.0,
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    "url": "https://x.com/Michael_Liu93/status/1972630624398684466",
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  },
  {
    "id": "2088873100742099417",
    "text": "真的不建议大家再碰任何山寨币了，包括妖币。因为这市场里还在玩妖币的几乎都是“认为自己有些信息优势”的老鼠仓了，而如果跟你在一个赛场博弈的人只剩下“有信息的人”，那么做市商收割的对象只有这批人了。所以为什么这波全是拉一波就砸盘了？因为MM拉一波试盘根本拉不来空头对手盘了，只能割埋伏的老鼠",
    "date": "2026-08-16 06:18:51",
    "date_only": "2026-08-16",
    "timestamp": 1786861131.0,
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    "text_len": 143,
    "curation_score": 565.4,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2088873100742099417",
    "substance_score": 5.1,
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  },
  {
    "id": "1947876397978141182",
    "text": "前几天跟在中信负责并购的老哥们叙旧，最近两月币圈来找他咨询美股借壳业务的人越来越多。目前一个比较干净的美股壳资产大概七八百万美金，相比一些币圈大所的壳甚至更有性价比，并购和二级市场增发募资的节奏和流程也很快。",
    "date": "2025-07-23 04:28:17",
    "date_only": "2025-07-23",
    "timestamp": 1753244897.0,
    "likes": 250,
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    "curation_score": 700.6,
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    "url": "https://x.com/Michael_Liu93/status/1947876397978141182",
    "substance_score": 4.756,
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    "jev_confidence": 0.95,
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  },
  {
    "id": "1891106404477579571",
    "text": "最近ai熄火然后连着两个穷国纳税币之后，新的主线还没出现。很多人正在离开链上回到二级，短期内二级的造富效益会大于一级。\n\n最近二级多找找：\n1. 经历了至少一轮周期洗盘有充分共识的\n2. 有实际业务且现金流不错的\n3. 或是老币这轮转新业务了，有利好刺激的，庄大概率也会配合拉一波盘\n\n切记不要：",
    "date": "2025-02-16 12:44:36",
    "date_only": "2025-02-16",
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    "substance_score": 5.268,
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  {
    "id": "2090680464734347561",
    "text": "以下是我在思考怎么投ai赛道的大致框架、择时、以及一些核心问题的想法。\n\n现在2026年美国每年AI的资本支出是八千到一万亿美金，这个数字怎么算出来的呢？\n\n亚马逊：2200亿\n谷歌：2050亿\n微软：1750亿\nMeta：1450亿\nOracle：650亿",
    "date": "2026-08-21 06:00:40",
    "date_only": "2026-08-21",
    "timestamp": 1787292040.0,
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    "local_images": [],
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    "substance_score": 5.048,
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    "is_mental_model": true
  },
  {
    "id": "1937726148697616599",
    "text": "Mubarak, Broccoli714, BananaS31, TUT，当时一起投票上BN现货的四个币，反倒是散户参与最少的TUT和BananaS31在山寨最低迷的时候硬拉上去了，这俩这几天都蹭车吃了一波。\n\n操盘妖币的两个基础条件，1. 控筹紧，车上的散户和套牢盘越少越好，2.",
    "date": "2025-06-25 04:14:49",
    "date_only": "2025-06-25",
    "timestamp": 1750824889.0,
    "likes": 138,
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    "substance_score": 4.844,
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    "is_mental_model": false
  },
  {
    "id": "2004298577116647601",
    "text": "@bill_qian 但这个市场绝大部分项目唯一offer给用户的“产品”就是它们的tge，给了撸毛的用户撸空投的机会，给了交易者交易的机会。这轮周期真正通过产品给用户创造价值且有revenue的两只手数得过来了。",
    "date": "2025-12-25 21:09:53",
    "date_only": "2025-12-25",
    "timestamp": 1766696993.0,
    "likes": 13,
    "retweets": 0,
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    "isReply": true,
    "text_len": 107,
    "curation_score": 49.8,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2004298577116647601",
    "substance_score": 4.6339999999999995,
    "jev_is_substantive": 0.89,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.66,
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    "jev_has_rule": 0.01,
    "quality_score": 4.6339999999999995,
    "is_mental_model": true
  },
  {
    "id": "1884378310857351414",
    "text": "@off_thetarget 这对virtual来说是好事，对项目方不是呀😂。像文中说的，如果virtual无法继续上更大的所捕获流动性 or 进solana捕获原来在pumpfun的流动性 ，价格开始跌了，项目方们就会疯狂逃跑，因为virtual价格崩了生态项目的价格会一起崩。",
    "date": "2025-01-28 23:09:34",
    "date_only": "2025-01-28",
    "timestamp": 1738105774.0,
    "likes": 2,
    "retweets": 0,
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    "isReply": true,
    "text_len": 140,
    "curation_score": 16.4,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1884378310857351414",
    "substance_score": 4.4079999999999995,
    "jev_is_substantive": 0.78,
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    "jev_confidence": 0.49,
    "jev_depth": 1.88,
    "jev_has_rule": 0.03,
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    "is_mental_model": false
  },
  {
    "id": "1990618771158085749",
    "text": "说说我目前心中的后市剧本，排除极端事件出现情况下，先去83000-85000有第一波反弹，反弹到96000-100,000左右，被50MA周均线拦住，然后继续跌，赌反弹那波不敢赌，但如果能弹上去开始走弱之后必空，剧本不一定准，先有个预设，然后走一步看一步，观点变了的话会发推说。 https://t.co/lOXfnuuRJy",
    "date": "2025-11-18 03:11:13",
    "date_only": "2025-11-18",
    "timestamp": 1763435473.0,
    "likes": 213,
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    "isReply": false,
    "text_len": 163,
    "curation_score": 647.0,
    "is_featured": true,
    "local_images": [
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    "url": "https://x.com/Michael_Liu93/status/1990618771158085749",
    "substance_score": 5.969,
    "jev_is_substantive": 0.92,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.81,
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    "jev_has_rule": 0.28,
    "quality_score": 5.969,
    "is_mental_model": false
  },
  {
    "id": "1985954570468802851",
    "text": "给所有空军三条建议，如果你记不住，就打印下来贴电脑前：\n\n“永远不要因为价格涨了多少而空，而要因为控筹不好而空”\n\n“如果你不确定控筹情况，就不用空”\n\n“不要关注价格离你的爆仓价还有几倍，控筹足够好的情况下，这个数字没有任何意义”",
    "date": "2025-11-05 06:17:21",
    "date_only": "2025-11-05",
    "timestamp": 1762323441.0,
    "likes": 660,
    "retweets": 100,
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    "isReply": false,
    "text_len": 116,
    "curation_score": 805,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1985954570468802851",
    "substance_score": 5.7170000000000005,
    "jev_is_substantive": 0.95,
    "jev_domain": "mindset_risk",
    "jev_confidence": 1.0,
    "jev_depth": 1.87,
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    "quality_score": 5.7170000000000005,
    "is_mental_model": false
  },
  {
    "id": "2064100177376596010",
    "text": "这轮84-85买的第一批crcl，130卖了又在财报错杀之后110左右抄回来了，前两天在80-90又抄了一箩筐，现在综合成本100左右。\n\n这笔交易做的好吗？说实话做的非常差。因为我忽略了加密股短期内还是跟btc大盘，我看空btc的同时却一直觉得crcl不一样（btc",
    "date": "2026-06-08 21:40:06",
    "date_only": "2026-06-08",
    "timestamp": 1780954806.0,
    "likes": 179,
    "retweets": 10,
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    "views": 78035,
    "isReply": false,
    "text_len": 134,
    "curation_score": 559.6,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2064100177376596010",
    "substance_score": 4.731,
    "jev_is_substantive": 0.74,
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    "jev_confidence": 0.47,
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    "is_mental_model": false
  },
  {
    "id": "1989318131420954973",
    "text": "回头看\n第一个判断对了，主流继续跌。\n第二个判断天真了，这轮的项目方哪还会管10.11有没有清掉对手盘，车轻不轻，这个盘子筹码卖完了，直接起下个盘子继续卖多省劲儿。现在VC币跟Meme没区别，一段卖完直接开下一个盘子了，哪里tm还有二段。",
    "date": "2025-11-14 13:02:56",
    "date_only": "2025-11-14",
    "timestamp": 1763125376.0,
    "likes": 104,
    "retweets": 3,
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    "isReply": false,
    "text_len": 119,
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    "substance_score": 4.757,
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  {
    "id": "2012382659230433316",
    "text": "如果你不愿意赌，还有另一个策略，把你认为会上合约的排个一二三名，然后等其中一个上了之后，其他两个一定会先砸盘，因为预期落空，也会有资金卖了去追上了合约的。你就可以低位抄进去了，因为市场很快就会反应过来开始预期下一个上合约的，价格就会又抬起来了。",
    "date": "2026-01-17 04:33:08",
    "date_only": "2026-01-17",
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  {
    "id": "1956628774717464688",
    "text": "还有一个打法，bonk和pump都买，俩个市值加起来55亿，但sol launchpad这个赛道有3-4m左右的收入，假设赛道都不增长了，一年都有11-15亿美金的收入，而且团队又极其精简没啥成本，3-4倍p/e实在说不上贵，包个壳去美股收割吧，去了就是10倍打底的溢价。",
    "date": "2025-08-16 08:07:06",
    "date_only": "2025-08-16",
    "timestamp": 1755331626.0,
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  {
    "id": "1878025306776420484",
    "text": "我分享项目后如果一次性刺的人太多了，建议别追着刺，等第一批进去的人卖了再说，不然追高的容易被底部进去的直接盖了，多观察，看好的话自己找找买点，这是非强庄控盘的项目，一次拉的太快肯定有人jeet，没这么着急。",
    "date": "2025-01-11 10:24:59",
    "date_only": "2025-01-11",
    "timestamp": 1736591099.0,
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  {
    "id": "1866002296389488667",
    "text": "@Mooncat_lz 背后团队完全一样的不多，但这些大项目请的dev和早期做市商都是那一批人，也没多少选择，就像二级都选wintermute似的。他们的钱包很多时候会是复用的，所以链上会有像一个团队做的似的蛛丝马迹。",
    "date": "2024-12-09 06:09:50",
    "date_only": "2024-12-09",
    "timestamp": 1733724590.0,
    "likes": 25,
    "retweets": 2,
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    "views": 6152,
    "isReply": true,
    "text_len": 109,
    "curation_score": 65.8,
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    "url": "https://x.com/Michael_Liu93/status/1866002296389488667",
    "substance_score": 4.039,
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    "jev_confidence": 0.84,
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  {
    "id": "1893616098337329645",
    "text": "@cishanjia 奶哥 二级新币别明牌打 链上的标的拉升阶段 庄还需要市场合力推高市值 二级的高控币 尤其是合约 做市商基本都是对手盘打法",
    "date": "2025-02-23 10:57:14",
    "date_only": "2025-02-23",
    "timestamp": 1740308234.0,
    "likes": 22,
    "retweets": 0,
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    "isReply": true,
    "text_len": 71,
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    "substance_score": 4.661,
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    "jev_confidence": 0.98,
    "jev_depth": 1.87,
    "jev_has_rule": 0.09,
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  {
    "id": "2032022837561868679",
    "text": "刚观察了下Cysic上bithumb，之前上韩所还有人空，现在就是真的彻底没人玩了，订单薄也薄，平仓2wu 2wu的平都能平出针出来。",
    "date": "2026-03-12 09:16:12",
    "date_only": "2026-03-12",
    "timestamp": 1773306972.0,
    "likes": 12,
    "retweets": 0,
    "replies": 2,
    "views": 6256,
    "isReply": true,
    "text_len": 67,
    "curation_score": 0.5,
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  {
    "id": "1916138450845307198",
    "text": "@Threewin33 当空单需求大于多单需求的时候，就会出现期货价格低于现货价格，funding rate变负的情况，所以只要庄的多单仓位小于市场提供的空单需求，资金费率就会持续往庄那走",
    "date": "2025-04-26 14:33:01",
    "date_only": "2025-04-26",
    "timestamp": 1745677981.0,
    "likes": 11,
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  {
    "id": "1991398596663734372",
    "text": "@Yu61492881 所以要有脑空新币，mmt有脑不可能去空的。卡着空投和预售、开盘直接拉升开始收筹、kol轮不给，oi一直在升高，为什么要空？",
    "date": "2025-11-20 06:49:58",
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    "timestamp": 1763621398.0,
    "likes": 10,
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  {
    "id": "1855920235880280540",
    "text": "@guhype 这样不是挺好的吗？从pump到链上再到交易所整个流程散户在任意价格都有机会参与，而不是只能在交易所上接盘只有VC能早期参与的币，而且这些meme到了二级，像neiro、moodeng、goat也都跑的很好，每一段都有每一段的造富效应，愿意承担高风险就去pump内盘玩，愿意吃比较确定性的收益就去币安买。",
    "date": "2024-11-11 10:27:20",
    "date_only": "2024-11-11",
    "timestamp": 1731320840.0,
    "likes": 10,
    "retweets": 0,
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    "views": 2021,
    "isReply": true,
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    "substance_score": 4.457,
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  {
    "id": "1905330483661340999",
    "text": "@MNson11 外部的增量流动性是被“龙头拉出财富效应”带来的，分散流动性的结果是流动性都跑了，前几天bsc一大堆新盘子，每个上线都很低，p完市场就凉了，二级现货同理",
    "date": "2025-03-27 18:46:01",
    "date_only": "2025-03-27",
    "timestamp": 1743101161.0,
    "likes": 7,
    "retweets": 0,
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    "isReply": true,
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    "substance_score": 4.543,
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    "jev_confidence": 0.45,
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  {
    "id": "1887412413513015614",
    "text": "@yanshiwoa @Kavintang15 新币第一波情绪可以逆势涨，就像ban和luce跌的时候，evan在涨，但随着时间，赛道关联性会越来越强的，就像现在的AI，老的都在跌，新的也能跑出来一两个。我不是做市商，我不知道evan的做市计划是什么，但之前说过这个逻辑，能不能护住盘不是做市商决定的，是市场决定的，什么时候自然抛压没有了，做市",
    "date": "2025-02-06 08:06:00",
    "date_only": "2025-02-06",
    "timestamp": 1738829160.0,
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    "url": "https://x.com/Michael_Liu93/status/1887412413513015614",
    "substance_score": 4.523000000000001,
    "jev_is_substantive": 0.84,
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  {
    "id": "2075137194675847244",
    "text": "🔥 BIG: Tokenized stock transfers surge 105% in a month to $8.4B, with holders up 17% to over 409,000.",
    "date": "2026-07-09 08:37:16",
    "date_only": "2026-07-09",
    "timestamp": 1783586236.0,
    "likes": 0,
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    "isReply": false,
    "text_len": 101,
    "curation_score": 90.0,
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    "substance_score": 4.401,
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    "jev_confidence": 0.88,
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  },
  {
    "id": "2018214504363147453",
    "text": "虽然我觉得OKX的产品做的确实很好，也有不少OKX的朋友，甚至最近觉得老徐都越来越可爱了，但是我不可能去买OKB，也不理解买OKB的人。\n\n一个交易所已经决定走合规路线上市了，且把自己持有的币都烧了做了切割，你看好OKX就等上了市买股票，为什么要买币？ https://t.co/YCPOFWbryF",
    "date": "2026-02-02 06:46:49",
    "date_only": "2026-02-02",
    "timestamp": 1770014809.0,
    "likes": 186,
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    "isReply": false,
    "text_len": 150,
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    "url": "https://x.com/Michael_Liu93/status/2018214504363147453",
    "substance_score": 5.1499999999999995,
    "jev_is_substantive": 0.67,
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    "jev_confidence": 0.67,
    "jev_depth": 1.86,
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    "quality_score": 5.1499999999999995,
    "is_mental_model": false
  },
  {
    "id": "2033326978334671061",
    "text": "这个月继续看反弹，等什么时候推特开始刷到60000和1700就是这轮btc和eth的周期底的时候就可以都出了。我的观点是，这波btc类似上轮33000-47000的反弹，eth清杠杆的速度稍微更快一些，但也还远没到周期底，就算周期底到了，还要底部再磨4-6个月，还早。 https://t.co/eNPyQVWrVP",
    "date": "2026-03-15 23:38:23",
    "date_only": "2026-03-15",
    "timestamp": 1773617903.0,
    "likes": 160,
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    "jev_confidence": 0.77,
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  },
  {
    "id": "2037580257008746992",
    "text": "这不，交易机会来了，之前fomo circle的，可以支撑位接，破位了跑。交易耐心点，再好再fomo的标的都会给至少一次确认higher low的上车机会。 https://t.co/ULZKHs8NYV",
    "date": "2026-03-27 17:19:24",
    "date_only": "2026-03-27",
    "timestamp": 1774631964.0,
    "likes": 94,
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    "url": "https://x.com/Michael_Liu93/status/2037580257008746992",
    "substance_score": 6.018,
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    "jev_confidence": 0.87,
    "jev_depth": 1.86,
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    "quality_score": 6.018,
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  },
  {
    "id": "1950441761442337203",
    "text": "说说我理解的扒庄本质：“确认庄有投入成本去收回筹码”\n\n庄投入接筹的成本越高，庄弃盘的可能性越低，想出货只能先拉升，之前lam找出来的pythia就是个很好的例子。",
    "date": "2025-07-30 06:22:08",
    "date_only": "2025-07-30",
    "timestamp": 1753856528.0,
    "likes": 260,
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    "substance_score": 4.982,
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    "jev_confidence": 0.56,
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  },
  {
    "id": "2098140107287208207",
    "text": "开了一些sol，能去90左右再加\n\n这轮sol的管理层也明显在搞事，一方面通过了减少通缩的提案，另一方面bonkguy和ansem都在帮sol唱多，尤其是bonkguy从不看好到看好的转变，他也发了条推讲逻辑，可以去看下，牛市初期各个链都启动了，就看谁跑的更快一些了，之前几乎一点sol的仓位没有，还是买些吧。",
    "date": "2026-09-10 20:02:37",
    "date_only": "2026-09-10",
    "timestamp": 1789070557.0,
    "likes": 176,
    "retweets": 10,
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    "isReply": false,
    "text_len": 155,
    "curation_score": 492.4,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2098140107287208207",
    "substance_score": 5.042000000000001,
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    "jev_confidence": 0.98,
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  },
  {
    "id": "1840048575356776929",
    "text": "分享个二级的小tip，大家可以观察一下，fida和uxlink这种类型的小币强庄盘，很多时候跟大盘是逆走势的，比如大盘都在涨的时候他不涨甚至大跌，大盘暴跌的时候他不跌甚至爆涨。背后逻辑也很简单，有两个原因，一是小币强庄盘本质是“注意力经济”，这样逆市最容易吸引大家注意力进来赌的，有人赌才有足够",
    "date": "2024-09-28 15:19:01",
    "date_only": "2024-09-28",
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    "jev_confidence": 0.97,
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  {
    "id": "1856599127276302414",
    "text": "给关注我的二级小伙伴喊句话，我知道大家看到二级meme集体起飞很馋，很容易fomo，但如果你在链上没玩过meme，先管住自己手，你要做的是先拿少量资金去链上去试错，你在链上fomo也没问题，但不要在二级全仓梭meme，meme的热点转换极快，你没在链上玩过，不懂meme的节奏，在二级很容易吃亏（这就是为什么",
    "date": "2024-11-13 07:25:00",
    "date_only": "2024-11-13",
    "timestamp": 1731482700.0,
    "likes": 107,
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    "isReply": false,
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    "url": "https://x.com/Michael_Liu93/status/1856599127276302414",
    "substance_score": 4.9,
    "jev_is_substantive": 0.84,
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    "jev_confidence": 0.67,
    "jev_depth": 1.86,
    "jev_has_rule": 0.21,
    "quality_score": 4.9,
    "is_mental_model": false
  },
  {
    "id": "2076502977108746414",
    "text": "海力士上了美股之后抛售挺符合预期的。前段时间身边冲海力士的朋友们都是冲着adr trade去的，觉得上了美股估值倍数能跟美光拉平了。\n\n逻辑有点像是某个币被市场预期要上upbit或者bsc的某个meme要上币安现货，而全市场都提前预知，那上了upbit或币安现货的那一刻所有人都会抛售。\n\n等今天这波adr",
    "date": "2026-07-13 03:04:23",
    "date_only": "2026-07-13",
    "timestamp": 1783911863.0,
    "likes": 82,
    "retweets": 5,
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    "substance_score": 4.398,
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    "jev_confidence": 0.94,
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  },
  {
    "id": "2053944327890714952",
    "text": "等我白银空，快了，睡觉去了，开了说、估计90左右吧，主要还是看石油什么时候触底（最近跟贵金属基本完全反着走），我觉得中美谈判应该是一个转折点",
    "date": "2026-05-11 21:04:22",
    "date_only": "2026-05-11",
    "timestamp": 1778533462.0,
    "likes": 65,
    "retweets": 0,
    "replies": 4,
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    "isReply": false,
    "text_len": 70,
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    "substance_score": 4.636,
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    "jev_confidence": 0.88,
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    "jev_has_rule": 0.07,
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  },
  {
    "id": "1988195634273546332",
    "text": "@brc20niubi Pump确实很多刷的，不过pumpswap今年年中才出来的，现在占fee的一半了，相当于把raydium的蛋糕给吃掉了。",
    "date": "2025-11-11 10:42:32",
    "date_only": "2025-11-11",
    "timestamp": 1762857752.0,
    "likes": 16,
    "retweets": 0,
    "replies": 1,
    "views": 7315,
    "isReply": true,
    "text_len": 72,
    "curation_score": 8.6,
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    "url": "https://x.com/Michael_Liu93/status/1988195634273546332",
    "substance_score": 4.198,
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    "jev_confidence": 0.33,
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    "is_mental_model": false
  },
  {
    "id": "2091856198308179993",
    "text": "@qinbafrank 对的 我估计会跟spcx差不多 可能比spcx冲的更猛但跌的更快 因为市场见过spcx都会抢冲+抢跑 价格发现的速度会更快",
    "date": "2026-08-24 11:52:37",
    "date_only": "2026-08-24",
    "timestamp": 1787572357.0,
    "likes": 14,
    "retweets": 0,
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    "isReply": true,
    "text_len": 73,
    "curation_score": -1.2,
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    "substance_score": 4.321999999999999,
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    "jev_confidence": 0.42,
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  },
  {
    "id": "1915469196064108974",
    "text": "@cryptopainter 不过这个模式有个问题，kol把广告费都去回购了代币，最终还是要面临要想“赚钱”就得出货砸盘把粉丝当流动性，一砸盘被套牢的粉丝就要维权了😂",
    "date": "2025-04-24 18:13:38",
    "date_only": "2025-04-24",
    "timestamp": 1745518418.0,
    "likes": 7,
    "retweets": 0,
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    "isReply": true,
    "text_len": 83,
    "curation_score": 25.6,
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    "url": "https://x.com/Michael_Liu93/status/1915469196064108974",
    "substance_score": 4.188000000000001,
    "jev_is_substantive": 0.68,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.71,
    "jev_depth": 1.86,
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    "is_mental_model": true
  },
  {
    "id": "1887435676242878582",
    "text": "@carolzeng08 @Kavintang15 Evan我仍然是builder，不管是你们看到的和看不到的，有新的变化我也还在发推，我要是当trader早就在意识到蓝筹meme也顶不住的时候把evan全抛了，我还在这解释啥。只是我去当个复读机一样的喊单并不会改变meme市场整体被吸血的事实，如果市场整体不止跌，我在这个时候喊上车的人就是套牢盘的退出流动性",
    "date": "2025-02-06 09:38:26",
    "date_only": "2025-02-06",
    "timestamp": 1738834706.0,
    "likes": 3,
    "retweets": 0,
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    "isReply": true,
    "text_len": 180,
    "curation_score": 32.4,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1887435676242878582",
    "substance_score": 4.416,
    "jev_is_substantive": 0.79,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.99,
    "jev_depth": 1.86,
    "jev_has_rule": 0.05,
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    "is_mental_model": false
  },
  {
    "id": "2029455896770953417",
    "text": "说个上轮亏了不少钱买到的教训：\n“熊市多单不要做右侧，空单可以做，牛市则反过来”\n\n熊市多画门，抄底的人也都很纸手，上方还有套牢盘等着砸 https://t.co/ZCaplAuy23",
    "date": "2026-03-05 07:16:05",
    "date_only": "2026-03-05",
    "timestamp": 1772694965.0,
    "likes": 302,
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    "substance_score": 6.055000000000001,
    "jev_is_substantive": 0.93,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.48,
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    "quality_score": 6.055000000000001,
    "is_mental_model": true
  },
  {
    "id": "2071133417195122985",
    "text": "感觉币安人生也离收网不远了，近期真的不建议大家玩妖币。现在币圈流动性太差，庄往上找不到对手盘，往下也没流动性承接，看不到希望不愿意继续浪费资金成本庄可能就弃盘了。",
    "date": "2026-06-28 07:27:41",
    "date_only": "2026-06-28",
    "timestamp": 1782631661.0,
    "likes": 100,
    "retweets": 1,
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    "isReply": false,
    "text_len": 81,
    "curation_score": 326.0,
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    "url": "https://x.com/Michael_Liu93/status/2071133417195122985",
    "substance_score": 5.311,
    "jev_is_substantive": 0.85,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.53,
    "jev_depth": 1.85,
    "jev_has_rule": 0.04,
    "quality_score": 5.311,
    "is_mental_model": false
  },
  {
    "id": "1973173653035716776",
    "text": "你只要还能看到时间线上还有人喊抄底某山寨，那大概率就不是底，因为当真的到了底，项目方要操盘二段收回筹码时，是不会打广子，也不会传播到你这里的。\n\n同理，后面一段行情，你想抄底，不该抄底前几天的大热门的币，这些币一旦开始派发会派发彻底。",
    "date": "2025-09-30 23:50:33",
    "date_only": "2025-09-30",
    "timestamp": 1759276233.0,
    "likes": 344,
    "retweets": 38,
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    "isReply": false,
    "text_len": 117,
    "curation_score": 637.1,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1973173653035716776",
    "substance_score": 5.239000000000001,
    "jev_is_substantive": 0.91,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.57,
    "jev_depth": 1.85,
    "jev_has_rule": 0.18,
    "quality_score": 5.239000000000001,
    "is_mental_model": true
  },
  {
    "id": "1977575695506399647",
    "text": "说个筛币策略，市值20-30m左右、有币安现货+合约、且代币全流动的都可以找机会分散买点，记得买现货，举几个例子，Mubarak、TUT、TST、Broccoli714、Arpa，这种就是市值贴着壳价值，前天大跌那天的市值基本就是历史最低价格了，昨天十几万u分散买了七八个。",
    "date": "2025-10-13 03:22:42",
    "date_only": "2025-10-13",
    "timestamp": 1760325762.0,
    "likes": 343,
    "retweets": 51,
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    "isReply": false,
    "text_len": 137,
    "curation_score": 758.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1977575695506399647",
    "substance_score": 5.371,
    "jev_is_substantive": 0.92,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 1.0,
    "jev_depth": 1.85,
    "jev_has_rule": 0.32,
    "quality_score": 5.371,
    "is_mental_model": false
  },
  {
    "id": "1979141764801077568",
    "text": "还是这个判断，主流谨慎抄，情绪上刚开始，降息那会儿发过一篇帖子，降息前后为了避险我的主流长期仓位就清的差不多了，一直在等降息后能出现一颗可以把市场杠杆降下来的雷，再迎接大放水后的暴涨，看起来美股市场也开始了，再等等看。",
    "date": "2025-10-17 11:05:42",
    "date_only": "2025-10-17",
    "timestamp": 1760699142.0,
    "likes": 187,
    "retweets": 11,
    "replies": 29,
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    "text_len": 109,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1979141764801077568",
    "substance_score": 5.1290000000000004,
    "jev_is_substantive": 0.92,
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    "jev_confidence": 1.0,
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    "is_mental_model": true
  },
  {
    "id": "2061691213867266557",
    "text": "mstr卖币还贷就是strc模式证伪的开始。因为市场审视他的方式不再是一家纯粹的财库公司，而变成了借你钱帮你炒币的基金公司。\n\n一旦市场开始用基金管理人的角度审视mstr，就会发现，mstr作为一家基金公司几乎拥有基金可以有的所有劣势。…",
    "date": "2026-06-02 06:07:44",
    "date_only": "2026-06-02",
    "timestamp": 1780380464.0,
    "likes": 184,
    "retweets": 7,
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    "isReply": false,
    "text_len": 119,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2061691213867266557",
    "substance_score": 4.835,
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    "jev_domain": "us_stocks_tech",
    "jev_confidence": 0.85,
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    "quality_score": 4.835,
    "is_mental_model": false
  },
  {
    "id": "1967119307290407435",
    "text": "随便举几个例子，hype、pump、pendle、aave、link、mkr。上轮周期的很多老defi协议因为怕被sec认定成证券，所以一直不敢开放分红和回购，比如uni和ldo，但这轮周期连总统的wlfi都直接回购了，相信会有越来越多的山寨币去挂钩收益和币价。",
    "date": "2025-09-14 06:52:44",
    "date_only": "2025-09-14",
    "timestamp": 1757832764.0,
    "likes": 80,
    "retweets": 10,
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    "isReply": true,
    "text_len": 131,
    "curation_score": 239.4,
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    "substance_score": 4.611000000000001,
    "jev_is_substantive": 0.81,
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    "jev_confidence": 0.73,
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    "is_mental_model": true
  },
  {
    "id": "1999266369280614512",
    "text": "最后一句是句玩笑，每个项目都单拎出来当一个零和游戏来看待，比如Met，空投给的多社区优先级高，那说明二级买盘优先级低了，空，比如某项目开盘估值跟kol轮和vc们一样了，则说明二级买盘优先级高（因为要市场合力低开冲上所），根据每场游戏的优先级排序调整你的策略",
    "date": "2025-12-11 23:53:41",
    "date_only": "2025-12-11",
    "timestamp": 1765497221.0,
    "likes": 35,
    "retweets": 2,
    "replies": 4,
    "views": 7044,
    "isReply": true,
    "text_len": 128,
    "curation_score": 97.6,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1999266369280614512",
    "substance_score": 4.545000000000001,
    "jev_is_substantive": 0.81,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.73,
    "jev_depth": 1.85,
    "jev_has_rule": 0.09,
    "quality_score": 4.545000000000001,
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  },
  {
    "id": "2095111714861932757",
    "text": "@luffyokkk 想下币安为什么cex不打通robinhood链的转账就能明白为什么币安不可能会跟fomo合作了。fomo这种多链平台在链上业务和合约上对币安都是很大的威胁，而且只会吸血币安的流动性和用户不会反哺，因为国外的fomo用户用不了币安，但国内的币安用户可以去fomo。",
    "date": "2026-09-02 11:28:52",
    "date_only": "2026-09-02",
    "timestamp": 1788348532.0,
    "likes": 20,
    "retweets": 1,
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    "isReply": true,
    "text_len": 142,
    "curation_score": 65.3,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2095111714861932757",
    "substance_score": 4.335,
    "jev_is_substantive": 0.75,
    "jev_domain": "onchain_flow",
    "jev_confidence": 0.85,
    "jev_depth": 1.85,
    "jev_has_rule": 0.02,
    "quality_score": 4.335,
    "is_mental_model": false
  },
  {
    "id": "2042376487089885694",
    "text": "我其实没特别明白为什么不让给利息收入就被解读成这么大的利空，这不是从根源上解决了发行商直接下场打补贴战的可能吗。",
    "date": "2026-04-09 22:57:54",
    "date_only": "2026-04-09",
    "timestamp": 1775775474.0,
    "likes": 17,
    "retweets": 0,
    "replies": 2,
    "views": 8325,
    "isReply": true,
    "text_len": 56,
    "curation_score": 12.1,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2042376487089885694",
    "substance_score": 4.1850000000000005,
    "jev_is_substantive": 0.68,
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    "jev_confidence": 0.4,
    "jev_depth": 1.85,
    "jev_has_rule": 0.02,
    "quality_score": 4.1850000000000005,
    "is_mental_model": false
  },
  {
    "id": "2098334121944891643",
    "text": "也topblast了一些stonk\n1. Pumpfun收入每天1m出头，50%的回购，28亿的市值\n2. Stonk目前收入每天1m出头，60%的回购，2.9亿的市值（实际扣掉已经烧完的2亿出头）\n3.",
    "date": "2026-09-11 08:53:34",
    "date_only": "2026-09-11",
    "timestamp": 1789116814.0,
    "likes": 16,
    "retweets": 1,
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    "isReply": true,
    "text_len": 102,
    "curation_score": 110.2,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2098334121944891643",
    "substance_score": 3.9550000000000005,
    "jev_is_substantive": 0.56,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.67,
    "jev_depth": 1.85,
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    "quality_score": 3.9550000000000005,
    "is_mental_model": false
  },
  {
    "id": "2007741737322811799",
    "text": "@thecryptoskanda 但应用币不是货币啊😂 如果是货币我为啥要买空气应用币，就像货币我会买美元，不会去买委内瑞拉比索。\n\n如果应用币脱离了业务和增长，这个资产类别就没有任何投资价值了。\n\n当然最终多少比例拿出来回购/多少拿出去做用户增长，这个是可讨论的。",
    "date": "2026-01-04 09:11:46",
    "date_only": "2026-01-04",
    "timestamp": 1767517906.0,
    "likes": 11,
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    "isReply": true,
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    "substance_score": 4.281000000000001,
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  {
    "id": "1839529538524696690",
    "text": "@susie221129 我二级大仓位上基本是现货策略，二级这些项目的投研早就做完了，合约只有看到明显的庄操盘信号的时候才会进去玩，每天花10分钟扫一眼币安涨幅前20的币，主要精力现在放在一级，因为要枯坐，看到新项目随时做研究，所以也就跟刷推特的时间结合在一起了。",
    "date": "2024-09-27 04:56:33",
    "date_only": "2024-09-27",
    "timestamp": 1727412993.0,
    "likes": 3,
    "retweets": 0,
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    "substance_score": 4.6450000000000005,
    "jev_is_substantive": 0.86,
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    "jev_confidence": 0.94,
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    "jev_has_rule": 0.18,
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  },
  {
    "id": "2088165332255150342",
    "text": "@zhugecoin - 我说的终端客户指的是消费者。\n\n- ai应用的价值比大模型层薄的多，manus、cursor、perplexity现在已经没有什么人讨论了，它长在一个持续进化的模型上，能力会一点点被模型也吃掉。\n\n- 大模型有竞争，英伟达也同样有竞争对手，每个hyperscaler都在往这个方向做\n\n- 不是要fud",
    "date": "2026-08-14 07:26:26",
    "date_only": "2026-08-14",
    "timestamp": 1786692386.0,
    "likes": 2,
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    "text_len": 164,
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    "substance_score": 4.495,
    "jev_is_substantive": 0.85,
    "jev_domain": "us_stocks_tech",
    "jev_confidence": 0.98,
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  },
  {
    "id": "2076598911280841032",
    "text": "我觉得这波存储崩盘前还是给了挺多信号的，除了所内费率已经很夸张了，几家hyperscaler股价提前撑不住了之外，我觉得最明显的一个就是“龙二和杂毛“的补涨到崩盘过程，这个逻辑在之前3月开始的几次空白银的交易里聊过，可以看下面这个帖子。 https://t.co/2H42E0eUz1",
    "date": "2026-07-13 09:25:36",
    "date_only": "2026-07-13",
    "timestamp": 1783934736.0,
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    "url": "https://x.com/Michael_Liu93/status/2076598911280841032",
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    "jev_domain": "us_stocks_tech",
    "jev_confidence": 0.56,
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  },
  {
    "id": "1841171925638553878",
    "text": "不是….为什么还会有这么多人去做多cati和hamster啊😵‍💫，这玩意是吸引撸毛的来给ton做虚假繁荣、给老鼠仓和交易所印钱的，这么简单的逻辑很难理解吗？？？不像dogs，做市商还适当做做提拉和护盘，这俩币的做市商直接就是现货砸到底了。 https://t.co/oFWqEemYPG",
    "date": "2024-10-01 17:42:49",
    "date_only": "2024-10-01",
    "timestamp": 1727804569.0,
    "likes": 72,
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    "url": "https://x.com/Michael_Liu93/status/1841171925638553878",
    "substance_score": 4.944,
    "jev_is_substantive": 0.7,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.87,
    "jev_depth": 1.84,
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    "is_mental_model": true
  },
  {
    "id": "1832303847269921258",
    "text": "继dogs后拿Neiro举例说明下这种强控盘的新上币的做市商都是怎么操作的，上来先砸，一旦散户们开始追空、funding rate变负，直接15分钟拉16%拉爆你，现在好了funding rate马上又正常了，等下一波散户进来赌方向再收割你😂。骂归骂，尊重你自己的钱，别随便空，不会玩就别碰。 https://t.co/96wB1J5KN2",
    "date": "2024-09-07 06:24:14",
    "date_only": "2024-09-07",
    "timestamp": 1725690254.0,
    "likes": 52,
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    "url": "https://x.com/Michael_Liu93/status/1832303847269921258",
    "substance_score": 5.136,
    "jev_is_substantive": 0.78,
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    "jev_confidence": 0.53,
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  },
  {
    "id": "2000589221929893954",
    "text": "前段时间开空了30多个空单，每个空2-4wu，挑选的标准是要么是控不住筹且估值虚高的大卡车、要么是已经开始派发的长期垃圾、投资人已经解锁或者项目方已经做过OTC。MON、ALLO、XPL、SOON、2Z、SAHARA、ENA、SEI、HOME、STRK、ZKC、CC、PLUME、PROVE、ACH、MOVE、W、SAND、ZK、NXPC、ZEC、KITE.....",
    "date": "2025-12-15 15:30:14",
    "date_only": "2025-12-15",
    "timestamp": 1765812614.0,
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    "substance_score": 5.1080000000000005,
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  },
  {
    "id": "2099030817830031626",
    "text": "这期的币安上币明显比之前好太多了，熊市的时候还会上一些高控的阴谋盘，现在只选热度大的上，甚至robinhood链的也开始上，哈基米能上币安就是一个特别明显的信号。估计币安也想通了，牛市的时候选热门标让大家参与进来博弈远远好过选个高控盘，因为高控盘砸起来更狠（可以看一下牛来的交易量）。只要",
    "date": "2026-09-13 07:01:59",
    "date_only": "2026-09-13",
    "timestamp": 1789282919.0,
    "likes": 177,
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    "isReply": false,
    "text_len": 144,
    "curation_score": 482.5,
    "is_featured": true,
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    "url": "https://x.com/Michael_Liu93/status/2099030817830031626",
    "substance_score": 4.822,
    "jev_is_substantive": 0.83,
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    "is_mental_model": true
  },
  {
    "id": "1985372016707531187",
    "text": "在电脑前盯盘，异动bot响个没完，一开始还以为是程序故障了，一看大盘又崩了。\n\n10.11后，美股新高了，而crypto越来越低，跟上轮Luna暴雷后一样，消息面上风平浪静，而在崩溃边缘的机构们悄悄抛售，价格怎么弹都弹不起来，看盘面很可能要走这个剧本了。\n\n具体是谁在卖，也许几周之后我们就知道了。",
    "date": "2025-11-03 15:42:29",
    "date_only": "2025-11-03",
    "timestamp": 1762184549.0,
    "likes": 155,
    "retweets": 12,
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    "isReply": false,
    "text_len": 149,
    "curation_score": 550.7,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1985372016707531187",
    "substance_score": 4.814,
    "jev_is_substantive": 0.84,
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    "jev_confidence": 0.74,
    "jev_depth": 1.84,
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    "is_mental_model": false
  },
  {
    "id": "1889169006504088046",
    "text": "Freya IP模式的一个案例，刚AVA Launchpad出来的项目Synai花钱购买Freya的IP，将Freya融入它的游戏中，再用授权费回购Freya代币，价值回流到Freya持币者。优质的内容在web2或web3都是稀缺资产，而在一切都可模块化的Crypto赛道，也许我们能看到一个内容层的出现，期待Freya能开启这件事😌",
    "date": "2025-02-11 04:26:04",
    "date_only": "2025-02-11",
    "timestamp": 1739247964.0,
    "likes": 79,
    "retweets": 18,
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    "isReply": false,
    "text_len": 167,
    "curation_score": 364.4,
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    "url": "https://x.com/Michael_Liu93/status/1889169006504088046",
    "substance_score": 4.466000000000001,
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    "jev_confidence": 0.47,
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  },
  {
    "id": "2004861400989245915",
    "text": "@wangduanniao 1. Hsk上市了意味着币价不做主动管理，所以结果是币价跌麻了，有价值捕获也都去股票那边了，所以确实是会互相影响的\n2. 生态比okb好的太多了，sol eth bsc hype等等，跟okb一样没生态的比如xpl mon stable也都在去归零的路线。",
    "date": "2025-12-27 10:26:21",
    "date_only": "2025-12-27",
    "timestamp": 1766831181.0,
    "likes": 22,
    "retweets": 0,
    "replies": 1,
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    "isReply": true,
    "text_len": 142,
    "curation_score": 124.0,
    "is_featured": true,
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    "url": "https://x.com/Michael_Liu93/status/2004861400989245915",
    "substance_score": 4.52,
    "jev_is_substantive": 0.85,
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    "jev_confidence": 0.94,
    "jev_depth": 1.84,
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    "is_mental_model": false
  },
  {
    "id": "2012376745887031674",
    "text": "@hellosuoha 我买的踏马和人生k线，买的不多。不过踏马我感觉太预期之中了，如果币安要用第一个合约打开空间，不好说会不会上最被预期的，反而人生k线预期低，项目和币做完切割后上的alpha和aster，昨天那个位置盈亏比还不错",
    "date": "2026-01-17 04:09:39",
    "date_only": "2026-01-17",
    "timestamp": 1768622979.0,
    "likes": 12,
    "retweets": 0,
    "replies": 7,
    "views": 2311,
    "isReply": true,
    "text_len": 116,
    "curation_score": 47.6,
    "is_featured": true,
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    "url": "https://x.com/Michael_Liu93/status/2012376745887031674",
    "substance_score": 4.32,
    "jev_is_substantive": 0.74,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.97,
    "jev_depth": 1.84,
    "jev_has_rule": 0.07,
    "quality_score": 4.32,
    "is_mental_model": false
  },
  {
    "id": "2007746617852715148",
    "text": "@thecryptoskanda 我理解的应用币，pump uni aave hype jup，我在用他们的业务时并不需要持有他们的代币，不像是我需要从澳洲 泰国 马来进口商品，需要用他们的货币。\n\n所以去买pump uni aave hype jup的人有且只有一个目的，就是代币价格能在未来升值\n\n如果项目方都扮演央行角色能控制价格了，还买个啥啊😅",
    "date": "2026-01-04 09:31:10",
    "date_only": "2026-01-04",
    "timestamp": 1767519070.0,
    "likes": 5,
    "retweets": 0,
    "replies": 1,
    "views": 1843,
    "isReply": true,
    "text_len": 176,
    "curation_score": 21.2,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2007746617852715148",
    "substance_score": 4.166,
    "jev_is_substantive": 0.69,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.91,
    "jev_depth": 1.84,
    "jev_has_rule": 0.02,
    "quality_score": 4.166,
    "is_mental_model": false
  },
  {
    "id": "1965698925706485793",
    "text": "@LeePima sol的launchpad加起来差不多一天3m左右收入，市场一年差不多10个亿，离高点降了90%。",
    "date": "2025-09-10 08:48:39",
    "date_only": "2025-09-10",
    "timestamp": 1757494119.0,
    "likes": 4,
    "retweets": 0,
    "replies": 1,
    "views": 2058,
    "isReply": true,
    "text_len": 58,
    "curation_score": -19.9,
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    "substance_score": 4.064,
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    "jev_confidence": 0.51,
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  },
  {
    "id": "1881664558944887218",
    "text": "@timallinweb3 一个币是我的仓位是因为我认为基本面好才买的，对于“基本面”意见不合的话欢迎讨论\n\n1. Virtual的流动性本身并不差，virtual上的$game涨到4个亿了，也是游戏赛道，也在virtual上。\n2. 游戏这个赛道我做vc的时候就看过的，大游戏有大游戏的做法，小游戏有小游戏的做法，clash of",
    "date": "2025-01-21 11:26:05",
    "date_only": "2025-01-21",
    "timestamp": 1737458765.0,
    "likes": 4,
    "retweets": 1,
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    "views": 1803,
    "isReply": true,
    "text_len": 166,
    "curation_score": 97.6,
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    "url": "https://x.com/Michael_Liu93/status/1881664558944887218",
    "substance_score": 4.3759999999999994,
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  },
  {
    "id": "1916172997939106300",
    "text": "@Ri_Blockchain @wang_D_D 空单爆仓了=合约买盘，就会把合约价格往上托，对手盘赚走了，交易所不是对手盘",
    "date": "2025-04-26 16:50:18",
    "date_only": "2025-04-26",
    "timestamp": 1745686218.0,
    "likes": 3,
    "retweets": 0,
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    "views": 1332,
    "isReply": true,
    "text_len": 62,
    "curation_score": 7.2,
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    "url": "https://x.com/Michael_Liu93/status/1916172997939106300",
    "substance_score": 4.3180000000000005,
    "jev_is_substantive": 0.76,
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    "jev_confidence": 0.95,
    "jev_depth": 1.84,
    "jev_has_rule": 0.04,
    "quality_score": 4.3180000000000005,
    "is_mental_model": false
  },
  {
    "id": "2087411666589974801",
    "text": "有小伙伴问我之前说过的周期抄底三个信号现在出现了几个？来复盘一下。\n1. 投降式换手量（capitulation volume）\n2. 投降事件\n3. MVRV跌倒0\n\n目前前两个已经出现，第三个暂时还没有\n\n1. https://t.co/s7pnGiu9kY",
    "date": "2026-08-12 05:31:38",
    "date_only": "2026-08-12",
    "timestamp": 1786512698.0,
    "likes": 212,
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    "url": "https://x.com/Michael_Liu93/status/2087411666589974801",
    "substance_score": 5.637,
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    "jev_domain": "onchain_flow",
    "jev_confidence": 0.4,
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    "quality_score": 5.637,
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  },
  {
    "id": "1976539474185310583",
    "text": "我看很多人都在说bn需要上某meme的现货才能挽回流动性。大家是真的觉的bn会在近期上现货吗？TST和Mubarak都是上现货第一根针就开始浇，也直接结束了那波bsc meme行情，如果你是大表哥或一姐，正在推动bn新的launchpad，你会给上现货吗？ https://t.co/El40XRcgFh",
    "date": "2025-10-10 06:45:07",
    "date_only": "2025-10-10",
    "timestamp": 1760078707.0,
    "likes": 165,
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    "url": "https://x.com/Michael_Liu93/status/1976539474185310583",
    "substance_score": 5.138999999999999,
    "jev_is_substantive": 0.7,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.94,
    "jev_depth": 1.83,
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  {
    "id": "1873673799658520772",
    "text": "一天拉了四倍了，看来项目方是听懂了😌。另外，冲了其他盘子的一看就没好好研究，你稍微研究下前排地址，然后看看dexscreener哪个更新了tg和网站就能知道哪个是spore团队在背后运营的，哪些是发出来“混数的”，spore生态你要么买dream，不想冲子盘的就冲主盘Spore就好了，冲其他的你是想被埋伏吗？ https://t.co/f5h4kZC01u",
    "date": "2024-12-30 10:13:39",
    "date_only": "2024-12-30",
    "timestamp": 1735553619.0,
    "likes": 36,
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    "isReply": true,
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    "url": "https://x.com/Michael_Liu93/status/1873673799658520772",
    "substance_score": 4.916999999999999,
    "jev_is_substantive": 0.7,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.58,
    "jev_depth": 1.83,
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  },
  {
    "id": "2081952186683326582",
    "text": "你得去找下一个暴涨的东西，而不是等已经暴涨的东西开跌两周就抄进去，大趋势破了之后，上方全是套牢盘和卸杠杆的，逢高空比接飞刀博反弹的策略要好很多。币圈是这样，黄金是这样，存储也是，而我还真认识10w抄btc，5000抄黄金，1500抄海力士的朋友。",
    "date": "2026-07-28 03:57:36",
    "date_only": "2026-07-28",
    "timestamp": 1785211056.0,
    "likes": 1230,
    "retweets": 128,
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    "isReply": false,
    "text_len": 123,
    "curation_score": 850,
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    "url": "https://x.com/Michael_Liu93/status/2081952186683326582",
    "substance_score": 5.2170000000000005,
    "jev_is_substantive": 0.93,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.76,
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    "quality_score": 5.2170000000000005,
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  },
  {
    "id": "1988031857653674417",
    "text": "争吵了两轮周期的事情终于尘埃落定，uniswap打开fee switch，币价也终于和业务挂钩了，简单解释下这个回购，然后跟大家算几个数字吧。\n\n1. 烧了1亿枚币，占总量10%，大约9.5亿美元（为之前没有烧做弥补）\n\n2.",
    "date": "2025-11-10 23:51:45",
    "date_only": "2025-11-10",
    "timestamp": 1762818705.0,
    "likes": 251,
    "retweets": 43,
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    "text_len": 113,
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    "url": "https://x.com/Michael_Liu93/status/1988031857653674417",
    "substance_score": 4.749,
    "jev_is_substantive": 0.74,
    "jev_domain": "onchain_flow",
    "jev_confidence": 0.52,
    "jev_depth": 1.83,
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    "quality_score": 4.749,
    "is_mental_model": true
  },
  {
    "id": "2096522729222762572",
    "text": "pons和hyperliquid对于大家应该是一个启示，真正有回购+销毁的币价格应该是怎么走的，再去看看cards和pump，为什么收入很多，买了这么多价格就是起不来？\n\n造数据左手倒右手能起来就见鬼了",
    "date": "2026-09-06 08:55:44",
    "date_only": "2026-09-06",
    "timestamp": 1788684944.0,
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    "substance_score": 4.947,
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    "jev_confidence": 0.76,
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  {
    "id": "1975495264204161272",
    "text": "最近不少妖庄开始爆拉，去盯一下1-5分钟合约的暴涨提醒挺有用的，很多时候能蹭车吃一口。不过提醒大家两个点。\n\n第一：不要幻想下一个Myx或者AIA，现在散户都是多头思维，很多也都在底部埋伏进去了，庄没有对手盘是不可能拉这么高的",
    "date": "2025-10-07 09:35:48",
    "date_only": "2025-10-07",
    "timestamp": 1759829748.0,
    "likes": 135,
    "retweets": 14,
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  {
    "id": "1991751674315305293",
    "text": "@follow_clues 我觉得早晚有一天会爆的，当btc涨不动了，债权人选择不convert而是要回本金，mstr被迫卖btc砸盘还债，砸出来的资金不够偿还。然后boom。\n\n不过这轮周期应该看不到了",
    "date": "2025-11-21 06:12:58",
    "date_only": "2025-11-21",
    "timestamp": 1763705578.0,
    "likes": 31,
    "retweets": 1,
    "replies": 6,
    "views": 11169,
    "isReply": true,
    "text_len": 102,
    "curation_score": 126.8,
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    "substance_score": 4.407,
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    "jev_domain": "macro_cycle",
    "jev_confidence": 0.7,
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  {
    "id": "2083116059079610816",
    "text": "@random26666513 我是看周线级别的反弹，反不反转不知道，这种级别的反弹跌下去会有一堆资金猛抄，直接做空会很难",
    "date": "2026-07-31 09:02:25",
    "date_only": "2026-07-31",
    "timestamp": 1785488545.0,
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    "isReply": true,
    "text_len": 61,
    "curation_score": -9.3,
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  {
    "id": "2029463226220724545",
    "text": "@0xMorfly 如果我是昨天晚上右侧追多的，我就不会拿过夜单了，这个位置把止损放成本位很容易被插到，插到那也并不改变向上形态",
    "date": "2026-03-05 07:45:13",
    "date_only": "2026-03-05",
    "timestamp": 1772696713.0,
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    "substance_score": 4.639,
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    "jev_has_rule": 0.26,
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  {
    "id": "1988034631497822666",
    "text": "@Wuhuoqiu 对长尾资产可能会有，不过uni的fee构成还是eth dai usdc usdt这些pair占比比较大，感觉这里的LP流动性稍微少一点并不太会影响用户的选择。",
    "date": "2025-11-11 00:02:46",
    "date_only": "2025-11-11",
    "timestamp": 1762819366.0,
    "likes": 3,
    "retweets": 0,
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    "isReply": true,
    "text_len": 89,
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  {
    "id": "1831179871458033866",
    "text": "@Web3liyang_ 29号有一整天都可以做空，快速拉起来然后砸下去、费率突然骤降、open interest突然暴涨，这三点都满足了，开一个前高止损的低倍空单不过分吧😂",
    "date": "2024-09-04 03:57:57",
    "date_only": "2024-09-04",
    "timestamp": 1725422277.0,
    "likes": 1,
    "retweets": 0,
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    "isReply": true,
    "text_len": 87,
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    "substance_score": 4.463,
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    "jev_confidence": 0.97,
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  },
  {
    "id": "1876577225337926107",
    "text": "教个小技巧，有时候你会逮到刚收筹结束的盘子开始塞假地址，比如前一天看holder数还100，第二天突然变成5000了，这种时候你就知道庄大概率是想往相对长期做的（或者至少在搓盘子前期，还在做“修饰工作”），那你如果研究完叙事和现在价格觉得不错，就买入吧，你大概率是在相对早期进的。 https://t.co/sYaB9B5GZv",
    "date": "2025-01-07 10:30:50",
    "date_only": "2025-01-07",
    "timestamp": 1736245850.0,
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    "url": "https://x.com/Michael_Liu93/status/1876577225337926107",
    "substance_score": 5.6739999999999995,
    "jev_is_substantive": 0.87,
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    "jev_confidence": 0.39,
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  },
  {
    "id": "1972958122315759657",
    "text": "依旧保持昨天的判断，近期我不会持有任何山寨币，只会找机会做空，我能想到这两个月可能要发的大项目就有：Monad、Meteora、Opensea、Metamask、Nansen、Sentient、Rainbow Wallet、Polymarket、Farcaster全都是几十亿FDV的大卡车，还有无数的小项目，场内流动性会非常非常干。 https://t.co/Obb0yWkXWi",
    "date": "2025-09-30 09:34:06",
    "date_only": "2025-09-30",
    "timestamp": 1759224846.0,
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    "url": "https://x.com/Michael_Liu93/status/1972958122315759657",
    "substance_score": 5.797999999999999,
    "jev_is_substantive": 0.94,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 1.0,
    "jev_depth": 1.82,
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    "quality_score": 5.797999999999999,
    "is_mental_model": false
  },
  {
    "id": "1994894218280800713",
    "text": "Sahara这种没啥可洗的，不需要等什么项目方公告，就是团队/做市商操盘砸的。看价格走势，先砸盘10%清多头杠杆，接着拉盘诱多，然后五分钟倾泻60%，黑客/agency/advisor/投资人筹码砸盘就不可能是这么画的。 https://t.co/7vThybC8Jx",
    "date": "2025-11-29 22:20:19",
    "date_only": "2025-11-29",
    "timestamp": 1764454819.0,
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    "url": "https://x.com/Michael_Liu93/status/1994894218280800713",
    "substance_score": 4.812,
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  },
  {
    "id": "1972626247684665605",
    "text": "说点大家可能不爱听的，最近散户们都回来冲VC币了，按目前这个每一两天发一个几十上百亿美金盘子的上新速度，很快场内的流动性就不够用了。看今晚Falcon的表现，如果这种大热盘开盘完冲不上去，我建议大家最近把山寨币全部清仓。",
    "date": "2025-09-29 11:35:21",
    "date_only": "2025-09-29",
    "timestamp": 1759145721.0,
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  },
  {
    "id": "1909704663169220709",
    "text": "再强调下：“市场是预期的奴隶”。当短期所有利空都被翻出来了的时候，你就当市场已经充分price in了它就行了。\n\n所以在当下做交易决策的逻辑链一定不应该是：“这么高的关税，中美经济得崩的多厉害？”\n\n而是“还有什么新的利空是可在现在去预期的吗？”",
    "date": "2025-04-08 20:27:26",
    "date_only": "2025-04-08",
    "timestamp": 1744144046.0,
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  },
  {
    "id": "1939902798839099604",
    "text": "预测一下，美股到链上这波最大的受益者不会是蓝筹股，这点增量流动性连点水花都起不来，但在美股里没有流动性的资产，一旦到了链上脱离了监管，各种金融工具和骚操作就来了。最直接的，股东在美股没法减持出来的股票，通过期现联动合约出货，大批炒山寨的要转去炒垃圾链上股了。",
    "date": "2025-07-01 04:24:03",
    "date_only": "2025-07-01",
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  },
  {
    "id": "1899450754823528511",
    "text": "我经常会拿过去相同价格的某个时点的基本面和情绪面与当下做比较，来去判断一个资产在当前价格是否值得买。\n\n比如我在看现在$120-130的sol值不值得买的时候，我会去回想去年8-9月的时候，然后问自己：\n1. 那时sol的链上环境是否比现在繁荣？\n2. 那时的宏观环境是否比现在更好？\n3.",
    "date": "2025-03-11 13:22:04",
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  {
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    "text": "说实话，我其实挺能理解为什么cz和一姐现在不想搞meme了，币安钱包那点收入跟cex比就是九牛一毛，为这点钱要一直吆喝造热点，上币也要不到筹码给bnb holder，还一定会被骂。",
    "date": "2026-07-13 07:57:42",
    "date_only": "2026-07-13",
    "timestamp": 1783929462.0,
    "likes": 154,
    "retweets": 3,
    "replies": 94,
    "views": 75032,
    "isReply": false,
    "text_len": 90,
    "curation_score": 495.1,
    "is_featured": true,
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    "url": "https://x.com/Michael_Liu93/status/2076576790190109085",
    "substance_score": 3.9379999999999997,
    "jev_is_substantive": 0.44,
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    "jev_confidence": 0.77,
    "jev_depth": 1.82,
    "jev_has_rule": 0.01,
    "quality_score": 3.9379999999999997,
    "is_mental_model": false
  },
  {
    "id": "2047199262375895045",
    "text": "最近对MSTR越来越担心，大家有没有感觉现在全市场都在盯着微策略的新融资了？上轮周期还有各种利好预期吊着，ETF，加密总统，SEC法案等等。这轮btc全靠着MSTR融资撑着，MSTR的买盘又都是“债市”融来的资金。",
    "date": "2026-04-23 06:21:53",
    "date_only": "2026-04-23",
    "timestamp": 1776925313.0,
    "likes": 153,
    "retweets": 14,
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    "views": 59489,
    "isReply": false,
    "text_len": 107,
    "curation_score": 540.5,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2047199262375895045",
    "substance_score": 4.728,
    "jev_is_substantive": 0.81,
    "jev_domain": "macro_cycle",
    "jev_confidence": 0.63,
    "jev_depth": 1.82,
    "jev_has_rule": 0.02,
    "quality_score": 4.728,
    "is_mental_model": true
  },
  {
    "id": "1868885124420653388",
    "text": "为什么大家愿意玩meme？不愿意玩vc币？因为meme币都需要经过内盘、外盘、上所的过程，大家都有底部参与拿到大倍数的机会，能不能抓住全各凭本事，有人靠链上分析、有人靠pvp、有人靠跟着KOL、有人靠各种打听内幕。而vc币里第一根线完全是做市商画出来的，之后所有上的人本质上都是接盘的。",
    "date": "2024-12-17 05:05:10",
    "date_only": "2024-12-17",
    "timestamp": 1734411910.0,
    "likes": 143,
    "retweets": 15,
    "replies": 24,
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    "isReply": true,
    "text_len": 143,
    "curation_score": 464.8,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1868885124420653388",
    "substance_score": 4.64,
    "jev_is_substantive": 0.77,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.99,
    "jev_depth": 1.82,
    "jev_has_rule": 0.03,
    "quality_score": 4.64,
    "is_mental_model": true
  },
  {
    "id": "1832980879872004289",
    "text": "看看现在一级的交易工具比二级的交易所对散户友好的不是一点半点了，老鼠仓和团队持仓给你标注出来、筹码分配标出来、池子锁仓天数标出来、狙击手有多少和对应的成本线等等。再看看二级的交易所，项目代币增发了四倍没提醒、代币改名或者置换，历史走势图直接没了、合约打开默认20x杠杆，产品设计完全",
    "date": "2024-09-09 03:14:31",
    "date_only": "2024-09-09",
    "timestamp": 1725851671.0,
    "likes": 45,
    "retweets": 6,
    "replies": 11,
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    "isReply": false,
    "text_len": 141,
    "curation_score": 226.1,
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    "url": "https://x.com/Michael_Liu93/status/1832980879872004289",
    "substance_score": 4.456,
    "jev_is_substantive": 0.79,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.6,
    "jev_depth": 1.82,
    "jev_has_rule": 0.04,
    "quality_score": 4.456,
    "is_mental_model": false
  },
  {
    "id": "2030821846485213480",
    "text": "@dotyyds1234 eth DAT在2500左右开始买，买了超过5%的筹码，感觉很多流通的短线博弈的筹码都被接走了，没被接走的像易理华他们这个价格该割的也都割了，我是觉得是提前崩了",
    "date": "2026-03-09 01:43:53",
    "date_only": "2026-03-09",
    "timestamp": 1773020633.0,
    "likes": 23,
    "retweets": 1,
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    "isReply": true,
    "text_len": 93,
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    "substance_score": 4.276,
    "jev_is_substantive": 0.72,
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    "jev_confidence": 0.74,
    "jev_depth": 1.82,
    "jev_has_rule": 0.07,
    "quality_score": 4.276,
    "is_mental_model": true
  },
  {
    "id": "1887430964777001085",
    "text": "@carolzeng08 @Kavintang15 因为我知道现在资金不在meme这里，蓝筹meme都还在跌，让我去反我自己的交易逻辑喊人上车我实在喊不下去，等什么时候meme市场回暖了，我认为的确是好的入场时机了，我自然会call。所以我现在能做的建设是帮他们的AI团队找方向，帮他们介绍交易所，和帮他们找钱。但最终还是要看市场能不能回来，还有创始",
    "date": "2025-02-06 09:19:43",
    "date_only": "2025-02-06",
    "timestamp": 1738833583.0,
    "likes": 6,
    "retweets": 0,
    "replies": 3,
    "views": 1464,
    "isReply": true,
    "text_len": 175,
    "curation_score": 51.9,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1887430964777001085",
    "substance_score": 4.358,
    "jev_is_substantive": 0.78,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.86,
    "jev_depth": 1.82,
    "jev_has_rule": 0.07,
    "quality_score": 4.358,
    "is_mental_model": true
  },
  {
    "id": "2098686328229523775",
    "text": "这两天有两个朋友来跟我说，build的庄又在放要攒新盘的消息了，说有资源上alpha和合约。这段时间stock meme热度高，肯定会有很多dev想趁着币安的上币窗口搞一个合约盘子出来。但能明显感觉到，最近币安的上币策略还是非常尊重市场和热度的，包括上pons和amc这些robinhood的币，好事是在现在这个市场，纯阴谋盘在bsc已经基本跑不出来了。\n\nIQ test",
    "date": "2026-09-12 08:13:07",
    "date_only": "2026-09-12",
    "timestamp": 1789200787.0,
    "likes": 0,
    "retweets": 0,
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    "isReply": false,
    "text_len": 186,
    "curation_score": 175.0,
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    "url": "https://x.com/Michael_Liu93/status/2098686328229523775",
    "substance_score": 4.226,
    "jev_is_substantive": 0.74,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.76,
    "jev_depth": 1.82,
    "jev_has_rule": 0.02,
    "quality_score": 4.226,
    "is_mental_model": true
  },
  {
    "id": "1907277459827126366",
    "text": "市场已经进入绝望时刻了，链上崩完了，二级山寨也崩完了，下一步就该到核心资产了，美股如果继续往下走，btc也会崩。\n\n市场是预期的奴隶，就像当市场在预期上币安时，币会涨，当真的上了币安，就是利好落地，前面预期上币安才买入的交易者就会在上了币安以后疯狂浇给，因为不再有新的利好被预期。",
    "date": "2025-04-02 03:42:36",
    "date_only": "2025-04-02",
    "timestamp": 1743565356.0,
    "likes": 343,
    "retweets": 47,
    "replies": 85,
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    "isReply": false,
    "text_len": 140,
    "curation_score": 776.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1907277459827126366",
    "substance_score": 5.047,
    "jev_is_substantive": 0.9,
    "jev_domain": "macro_cycle",
    "jev_confidence": 0.44,
    "jev_depth": 1.81,
    "jev_has_rule": 0.04,
    "quality_score": 5.047,
    "is_mental_model": false
  },
  {
    "id": "1890610053482443162",
    "text": "经常看到大家说：某某币web2曝光量多大，或者某某币社区多强大，不应该只值这个钱。我来讲讲为什么很多时候流量巨大就是起不来。\n\n这跟每个阶段市场的Meta有关（当前市场共识的买盘逻辑），且是个自我实现，自我强化的链条。\n\n比如popcat那会儿，市场的共识是：“IP越强，买盘就该越大”",
    "date": "2025-02-15 03:52:17",
    "date_only": "2025-02-15",
    "timestamp": 1739591537.0,
    "likes": 276,
    "retweets": 51,
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    "isReply": false,
    "text_len": 143,
    "curation_score": 755.4,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1890610053482443162",
    "substance_score": 5.011,
    "jev_is_substantive": 0.89,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.9,
    "jev_depth": 1.81,
    "jev_has_rule": 0.02,
    "quality_score": 5.011,
    "is_mental_model": true
  },
  {
    "id": "1857089352532148345",
    "text": "最近看到太多卖飞的故事了，为什么你金狗永远拿不住？对大部分人来说是因为太贪婪，上了让自己不舒服的仓位，你抽10%-20%的资金去分散投meme永远不会拿着不舒服。资金再小也慢慢来，投机跟赌博不一样，很多时候退一步能让你进十步。",
    "date": "2024-11-14 15:52:59",
    "date_only": "2024-11-14",
    "timestamp": 1731599579.0,
    "likes": 139,
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    "text_len": 113,
    "curation_score": 426.2,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1857089352532148345",
    "substance_score": 4.957,
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    "jev_domain": "mindset_risk",
    "jev_confidence": 0.99,
    "jev_depth": 1.81,
    "jev_has_rule": 0.22,
    "quality_score": 4.957,
    "is_mental_model": true
  },
  {
    "id": "2088490128692134063",
    "text": "还记得你用的ai大模型1年前、2年前的模样吗？\n\n我用AI基本在投资投研上用，记得最初chatgpt经常会无法理解我问题的意思、每次需要我解释很久给很多context\n\n后来我用它帮我找数据，我会让多个模型去交叉对比数据，因为他有一本正经胡说八道的问题，尤其是chatgpt\n\n再后来我开始让他在找数据之外给出一些问题的判断，但还仍需要我不断的去跟他问答去告诉他下一步解题的思路\n\n但也就一年多时间，我问的问题他解答的比我好，思考的维度开始比我更多，会给出更清晰的交易计划，我在问出第一个问题的时候，他已经能给出接着第一个问题的答案对应的第二第三个问题是什么以及答案\n\n一年多前我可以说AI没有我聪明，到今天我也不确定了，投研上被他完全淘汰也就再过一两年的时间，下一步就是交易\n\n当你的所有“能力”都长在一个无限自我进化、不断学习你的大模型上，不管是个人的能力、还是搭建在大模型上的商业，最终都会被这个模型吞噬，大部分行业被AI吞噬掉只是时间问题。",
    "date": "2026-08-15 04:57:03",
    "date_only": "2026-08-15",
    "timestamp": 1786769823.0,
    "likes": 93,
    "retweets": 5,
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    "isReply": false,
    "text_len": 424,
    "curation_score": 316.4,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2088490128692134063",
    "substance_score": 4.377,
    "jev_is_substantive": 0.72,
    "jev_domain": "us_stocks_tech",
    "jev_confidence": 0.42,
    "jev_depth": 1.81,
    "jev_has_rule": 0.02,
    "quality_score": 4.377,
    "is_mental_model": true
  },
  {
    "id": "2076007224825327838",
    "text": "我觉得这个\"大V“的推特喊单历史值得学习下，12万高点的时候对着持续增长的m2和不断新高的美股看BTC新高；等BTC腰斩了之后全清了仓位开始担心量子计算和待挖的币太少，矿场没有利益所以要出清了。\n\n别让你的屁股坐在哪决定了你的眼睛，黑和白永远是并存的，并不会因为你有或没有仓位有任何变化。",
    "date": "2026-07-11 18:14:27",
    "date_only": "2026-07-11",
    "timestamp": 1783793667.0,
    "likes": 67,
    "retweets": 6,
    "replies": 26,
    "views": 25260,
    "isReply": false,
    "text_len": 144,
    "curation_score": 304.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2076007224825327838",
    "substance_score": 4.613,
    "jev_is_substantive": 0.85,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.76,
    "jev_depth": 1.81,
    "jev_has_rule": 0.05,
    "quality_score": 4.613,
    "is_mental_model": true
  },
  {
    "id": "2049239791317979387",
    "text": "pump把之前回购的3.7亿的代币烧了，然后未来50%的收入将自动回购代币并燃烧。\n\n乍一看是好事，其实是坏事。回购的代币本来就默认不会再投向市场，未来回购比例从100%回购减少了一半到50%。",
    "date": "2026-04-28 21:30:13",
    "date_only": "2026-04-28",
    "timestamp": 1777411813.0,
    "likes": 61,
    "retweets": 3,
    "replies": 48,
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    "isReply": false,
    "text_len": 97,
    "curation_score": 258.9,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2049239791317979387",
    "substance_score": 4.349,
    "jev_is_substantive": 0.73,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.74,
    "jev_depth": 1.81,
    "jev_has_rule": 0.05,
    "quality_score": 4.349,
    "is_mental_model": false
  },
  {
    "id": "1880833543515095280",
    "text": "之前跟Haze讨论过，Bot赛道现在最大的问题同时也是机遇，就是还没有一个“真正的品牌”跑出来，尤其在经历了dexx事件之后，大家其实内心是对所有bot的安全性都存疑的，gmgn作为行业领跑者需要去解决整个行业的信任问题。",
    "date": "2025-01-19 04:23:55",
    "date_only": "2025-01-19",
    "timestamp": 1737260635.0,
    "likes": 28,
    "retweets": 2,
    "replies": 13,
    "views": 27788,
    "isReply": false,
    "text_len": 111,
    "curation_score": 193.6,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1880833543515095280",
    "substance_score": 4.455,
    "jev_is_substantive": 0.83,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.26,
    "jev_depth": 1.81,
    "jev_has_rule": 0.02,
    "quality_score": 4.455,
    "is_mental_model": false
  },
  {
    "id": "1898452028768366751",
    "text": "@crypandapto 之前没注意过这个现象，我研究下。我是一方面看链上，一方面靠打听，机构解锁没，空投给的多不多，然后有没有OTC出去很多，有没有给利益方币，看盘面很多时候也能看出来。",
    "date": "2025-03-08 19:13:29",
    "date_only": "2025-03-08",
    "timestamp": 1741461209.0,
    "likes": 9,
    "retweets": 0,
    "replies": 1,
    "views": 2464,
    "isReply": true,
    "text_len": 94,
    "curation_score": 28.4,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1898452028768366751",
    "substance_score": 4.245,
    "jev_is_substantive": 0.74,
    "jev_domain": "onchain_flow",
    "jev_confidence": 0.96,
    "jev_depth": 1.81,
    "jev_has_rule": 0.04,
    "quality_score": 4.245,
    "is_mental_model": false
  },
  {
    "id": "1871826679460712698",
    "text": "二级被Ban和Pnut套牢的，现在该明白这个道理了。想吃meme红利的，先来链上拿小资金玩，掌握meme的节奏，这种热点币上了交易所，一旦热点落地，流量开始往下走，天王老子来当庄也护不住盘。 https://t.co/6DEQoqccrG",
    "date": "2024-12-25 07:53:51",
    "date_only": "2024-12-25",
    "timestamp": 1735113231.0,
    "likes": 125,
    "retweets": 25,
    "replies": 45,
    "views": 102262,
    "isReply": false,
    "text_len": 119,
    "curation_score": 582.5,
    "is_featured": true,
    "local_images": [
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    "url": "https://x.com/Michael_Liu93/status/1871826679460712698",
    "substance_score": 5.457999999999999,
    "jev_is_substantive": 0.86,
    "jev_domain": "meme_pvp",
    "jev_confidence": 1.0,
    "jev_depth": 1.8,
    "jev_has_rule": 0.11,
    "quality_score": 5.457999999999999,
    "is_mental_model": false
  },
  {
    "id": "2022913380437348584",
    "text": "看着牛姐和冰蛙大过年的还维权有些心疼，帮着发发声。之前跟这个rug了快3000w刀的Space预售项目的团队聊过，当时看着群聊天里挤满了各方迪拜大割当advisor，长了个心眼，就说先等他们产品出来+拿了币安alpha的offer再考虑投不投，躲过了一劫。\n\n这项目目前扒出来的两点最可疑的地方\n1.",
    "date": "2026-02-15 05:58:28",
    "date_only": "2026-02-15",
    "timestamp": 1771135108.0,
    "likes": 163,
    "retweets": 12,
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    "views": 86141,
    "isReply": false,
    "text_len": 150,
    "curation_score": 602.8,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2022913380437348584",
    "substance_score": 4.346,
    "jev_is_substantive": 0.6,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.59,
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    "jev_has_rule": 0.09,
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  },
  {
    "id": "2094486982890312066",
    "text": "大部分是对链上情绪的直觉，再加上两个信号，Robinhood的Launchpad Pons收入超过Pump，dex交易量创了次新高，然后币安上了牛来，昨天和今天两波没冲上去，开始浇给阶段了。",
    "date": "2026-08-31 18:06:25",
    "date_only": "2026-08-31",
    "timestamp": 1788199585.0,
    "likes": 157,
    "retweets": 6,
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    "isReply": false,
    "text_len": 95,
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    "substance_score": 4.41,
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    "jev_confidence": 0.53,
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  },
  {
    "id": "2072029586926534976",
    "text": "举个最简单的例子为什么是利好而不是利空。visa的全球卡数近50亿张，mastercard有三十多亿张，暂且估算俩家全球有30亿的客户，这里大部分都是稳定币支付的增量客户，只要传统金融机构开了crypto的支付口子，最终一定是多个稳定币并行让用户选择，用usdt，usdc，还是ousd则是用户自己决定，就像现在stri",
    "date": "2026-06-30 18:48:44",
    "date_only": "2026-06-30",
    "timestamp": 1782845324.0,
    "likes": 145,
    "retweets": 11,
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    "isReply": false,
    "text_len": 160,
    "curation_score": 459.6,
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    "url": "https://x.com/Michael_Liu93/status/2072029586926534976",
    "substance_score": 4.71,
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    "jev_domain": "onchain_flow",
    "jev_confidence": 0.16,
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  },
  {
    "id": "1985945055669219464",
    "text": "一觉醒来大盘又崩了，最近找找局部山寨的机会吧（还是做空为主），个人觉得这个位置主流币还不能接（可以看看最弱的sol，快一年周期的lower high，如果周期结束了，看到至少50），跟之前一样，抄底时我会按头喊🥸",
    "date": "2025-11-05 05:39:33",
    "date_only": "2025-11-05",
    "timestamp": 1762321173.0,
    "likes": 143,
    "retweets": 7,
    "replies": 50,
    "views": 67098,
    "isReply": false,
    "text_len": 106,
    "curation_score": 504.7,
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    "url": "https://x.com/Michael_Liu93/status/1985945055669219464",
    "substance_score": 4.8740000000000006,
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    "quality_score": 4.8740000000000006,
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  },
  {
    "id": "1848197138372804744",
    "text": "@0xEdwin999 在这个dev在pump开盘都得等内盘狙击手都走了再开的时代。底部钱包能超过3%还拉的说明那就是庄或insider的钱包，要不就是pac那种突发热点突然资金抱团冲的盘子。",
    "date": "2024-10-21 02:58:30",
    "date_only": "2024-10-21",
    "timestamp": 1729479510.0,
    "likes": 10,
    "retweets": 0,
    "replies": 6,
    "views": 4186,
    "isReply": true,
    "text_len": 96,
    "curation_score": 48.4,
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    "url": "https://x.com/Michael_Liu93/status/1848197138372804744",
    "substance_score": 4.4719999999999995,
    "jev_is_substantive": 0.84,
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    "jev_confidence": 0.42,
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    "is_mental_model": false
  },
  {
    "id": "1863654345826529598",
    "text": "@0xmiladymm 不一定是上币效应差了，也许是因为狗庄们知道moonshot有上币效应，提前拉了，上完之后冲的人多，正好可以做一个高点然后收割一批流动性充盈treasury。",
    "date": "2024-12-02 18:39:55",
    "date_only": "2024-12-02",
    "timestamp": 1733164795.0,
    "likes": 6,
    "retweets": 0,
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    "views": 1854,
    "isReply": true,
    "text_len": 90,
    "curation_score": 37.7,
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    "url": "https://x.com/Michael_Liu93/status/1863654345826529598",
    "substance_score": 4.348,
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    "jev_confidence": 0.81,
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  },
  {
    "id": "2082704436657631371",
    "text": "@roger73005305 @Joylou1209 其实上轮eth也比btc更早见底，eth三箭资本暴雷就见底了，而btc等到了ftx才见底。",
    "date": "2026-07-30 05:46:47",
    "date_only": "2026-07-30",
    "timestamp": 1785390407.0,
    "likes": 3,
    "retweets": 0,
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    "views": 1312,
    "isReply": true,
    "text_len": 72,
    "curation_score": 7.1,
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    "url": "https://x.com/Michael_Liu93/status/2082704436657631371",
    "substance_score": 4.142,
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    "jev_confidence": 0.48,
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    "quality_score": 4.142,
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  },
  {
    "id": "1849890037632242014",
    "text": "@BTCchengyi 右边早期，价格都没涨过第一根庄入场的线，交易量也没超过第一根线",
    "date": "2024-10-25 19:05:28",
    "date_only": "2024-10-25",
    "timestamp": 1729883128.0,
    "likes": 3,
    "retweets": 1,
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    "views": 1028,
    "isReply": true,
    "text_len": 43,
    "curation_score": 9.6,
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    "url": "https://x.com/Michael_Liu93/status/1849890037632242014",
    "substance_score": 4.038,
    "jev_is_substantive": 0.62,
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    "jev_confidence": 0.79,
    "jev_depth": 1.8,
    "jev_has_rule": 0.11,
    "quality_score": 4.038,
    "is_mental_model": false
  },
  {
    "id": "1999262256555786702",
    "text": "在币圈甚至更大的金融行业要想赚到钱，身处每个生态位的人都得先理解一个残酷的底层逻辑：\n\n“零和游戏是无法让每个人都满意的，而流动性越差的时候满意的人越少”\n\nTge估值高开让VC满意了，就不可能让二级买盘满意；\n\n让社区空投满意了就不可能让交易所和投资人满意； https://t.co/92YZvrTS61",
    "date": "2025-12-11 23:37:21",
    "date_only": "2025-12-11",
    "timestamp": 1765496241.0,
    "likes": 173,
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    "url": "https://x.com/Michael_Liu93/status/1999262256555786702",
    "substance_score": 5.438999999999999,
    "jev_is_substantive": 0.87,
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    "jev_confidence": 0.77,
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  },
  {
    "id": "1909675052431556764",
    "text": "可以去看看eth上次这么大换手量是什么时候，一次是22年11月ftx暴雷，一次是22年6月三箭资本暴雷，回头看都是周期级别最佳的抄底位，这个位置不敢抄真的别做交易了。 https://t.co/32PpfeH2Z8",
    "date": "2025-04-08 18:29:47",
    "date_only": "2025-04-08",
    "timestamp": 1744136987.0,
    "likes": 89,
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    "url": "https://x.com/Michael_Liu93/status/1909675052431556764",
    "substance_score": 5.295,
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    "jev_confidence": 0.31,
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    "quality_score": 5.295,
    "is_mental_model": true
  },
  {
    "id": "1935171695083667775",
    "text": "Trenches这标的啥啥都挺好的，pumpfun最大投资人在pump发币前夕名牌搞的，直播也是pumpfun后面明牌要推的方向， 把trenches往solana的bankless这个方向推的意图挺明显的，1.5m附近也一直有吸筹的痕迹，二段这两天也开启了。 https://t.co/fQUrEx04rb",
    "date": "2025-06-18 03:04:20",
    "date_only": "2025-06-18",
    "timestamp": 1750215860.0,
    "likes": 78,
    "retweets": 3,
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    "views": 47548,
    "isReply": false,
    "text_len": 154,
    "curation_score": 371.1,
    "is_featured": true,
    "local_images": [
      "images/1935171695083667775_0.jpg"
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    "url": "https://x.com/Michael_Liu93/status/1935171695083667775",
    "substance_score": 4.817,
    "jev_is_substantive": 0.67,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.68,
    "jev_depth": 1.79,
    "jev_has_rule": 0.03,
    "quality_score": 4.817,
    "is_mental_model": false
  },
  {
    "id": "2038443186423767489",
    "text": "其实这个市场里大部分交易了几年都豪无长进，不断充钱不断亏的人，本质上是一直没有建立“正向反馈的系统”，也就是战略的懒惰。\n\n最简单的系统：\n- 开每一单都必须有逻辑（这个逻辑可以是技术面、基本面、消息面，并有对应的信号，但不可以是“你感觉”）\n\n-",
    "date": "2026-03-30 02:28:22",
    "date_only": "2026-03-30",
    "timestamp": 1774837702.0,
    "likes": 568,
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    "isReply": false,
    "text_len": 124,
    "curation_score": 707.5,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2038443186423767489",
    "substance_score": 5.1370000000000005,
    "jev_is_substantive": 0.92,
    "jev_domain": "mindset_risk",
    "jev_confidence": 1.0,
    "jev_depth": 1.79,
    "jev_has_rule": 0.14,
    "quality_score": 5.1370000000000005,
    "is_mental_model": true
  },
  {
    "id": "2056810415599055246",
    "text": "我发现身边交易最菜鸟的一帮人普遍的写照：被一个宏大的叙事所裹挟，大部分是听朋友cx的，且大多情况是追高或者抄了第一根下跌针，原定的交易计划是涨20%-30%就出，结果买完就山顶站岗，然后说服自己是价值投资，一定会涨回来，原先定的交易计划完全抛到脑后，一路补仓把自己套进去拿到归零。…",
    "date": "2026-05-19 18:53:11",
    "date_only": "2026-05-19",
    "timestamp": 1779216791.0,
    "likes": 219,
    "retweets": 16,
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    "views": 60101,
    "isReply": false,
    "text_len": 141,
    "curation_score": 558.2,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2056810415599055246",
    "substance_score": 4.613,
    "jev_is_substantive": 0.65,
    "jev_domain": "mindset_risk",
    "jev_confidence": 1.0,
    "jev_depth": 1.79,
    "jev_has_rule": 0.16,
    "quality_score": 4.613,
    "is_mental_model": false
  },
  {
    "id": "2077390522587759039",
    "text": "熊市抄底就是很反人性，价格底部的时候看再好的标的的基本面都觉得差点意思，风险也很多，因为这个行业决定基本面的只有流动性，流动性没来的时候基本面看起来都很差。",
    "date": "2026-07-15 13:51:11",
    "date_only": "2026-07-15",
    "timestamp": 1784123471.0,
    "likes": 208,
    "retweets": 17,
    "replies": 84,
    "views": 118110,
    "isReply": false,
    "text_len": 78,
    "curation_score": 601.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2077390522587759039",
    "substance_score": 5.021,
    "jev_is_substantive": 0.91,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.57,
    "jev_depth": 1.79,
    "jev_has_rule": 0.04,
    "quality_score": 5.021,
    "is_mental_model": true
  },
  {
    "id": "2010234393311498625",
    "text": "我觉得bsc情绪从今天上午开始有点过头了，踏马和币安人生开始回调，也突然多出来好多分流盘，新盘子也开始p了，下周一资金大概率又会重新回到蓝筹，周末可能会出个局部高点。但是目前只上了一个踏马的alpha，币安肯定还会有后续安排，心中的剧本可能是先有波回调，然后后续再上alpha+perp来下一波，看",
    "date": "2026-01-11 06:16:42",
    "date_only": "2026-01-11",
    "timestamp": 1768112202.0,
    "likes": 197,
    "retweets": 9,
    "replies": 75,
    "views": 113214,
    "isReply": false,
    "text_len": 149,
    "curation_score": 612.5,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2010234393311498625",
    "substance_score": 4.8549999999999995,
    "jev_is_substantive": 0.85,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.82,
    "jev_depth": 1.79,
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    "quality_score": 4.8549999999999995,
    "is_mental_model": false
  },
  {
    "id": "2012802607476318504",
    "text": "其实这个问题市场是给过答案的。币安上过的sol meme里，市值达到最高且最有造富效应的两个，pnut和act，都是“不具正统性”甚至站在原作者对立面的。\n\n一个成功的Meme，一定是具有反脆弱性的，甚至经历“正统不正统”的考验恰恰是打造它反脆弱性的一关，过不去歇菜，过去了海阔天空。\n\n尊重市场的选择。",
    "date": "2026-01-18 08:21:52",
    "date_only": "2026-01-18",
    "timestamp": 1768724512.0,
    "likes": 149,
    "retweets": 19,
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    "text_len": 152,
    "curation_score": 465.9,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2012802607476318504",
    "substance_score": 4.694999999999999,
    "jev_is_substantive": 0.81,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.99,
    "jev_depth": 1.79,
    "jev_has_rule": 0.02,
    "quality_score": 4.694999999999999,
    "is_mental_model": false
  },
  {
    "id": "1988596440940294483",
    "text": "现在项目方的窘境：只要空投多了，开盘一定被空投+空头合力搞下去。\n\n所以很多项目方选择眯了空投背刺社区，这样一搞控筹虽然是紧了，但大家也都知道，就没什么人去做空，也没什么人去做多了。",
    "date": "2025-11-12 13:15:12",
    "date_only": "2025-11-12",
    "timestamp": 1762953312.0,
    "likes": 121,
    "retweets": 2,
    "replies": 44,
    "views": 39752,
    "isReply": false,
    "text_len": 91,
    "curation_score": 387.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1988596440940294483",
    "substance_score": 4.499,
    "jev_is_substantive": 0.77,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.92,
    "jev_depth": 1.79,
    "jev_has_rule": 0.03,
    "quality_score": 4.499,
    "is_mental_model": true
  },
  {
    "id": "2069120529098031409",
    "text": "为什么市场对hyperscaler反应最大其实很好理解。花钱在AI基建上的公司，也就是给存储，能源，网络公司大笔订单合同的客户们都是美国最大的金主爸爸，是google，微软，亚马逊们，但这些云厂商要面对的客户是Anthropic和openai，他们既没有google",
    "date": "2026-06-22 18:09:11",
    "date_only": "2026-06-22",
    "timestamp": 1782151751.0,
    "likes": 38,
    "retweets": 3,
    "replies": 4,
    "views": 16339,
    "isReply": true,
    "text_len": 133,
    "curation_score": 123.7,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2069120529098031409",
    "substance_score": 4.389,
    "jev_is_substantive": 0.8,
    "jev_domain": "us_stocks_tech",
    "jev_confidence": 1.0,
    "jev_depth": 1.79,
    "jev_has_rule": 0.02,
    "quality_score": 4.389,
    "is_mental_model": false
  },
  {
    "id": "2039316201302802448",
    "text": "@xixikawaii 汐我观察你交易的最大问题是永远在注意力走下坡路时候才买，因为贪便宜。但meme一旦注意力走下坡路了，也没必要买了，100到0和1到0都是-100%",
    "date": "2026-04-01 12:17:25",
    "date_only": "2026-04-01",
    "timestamp": 1775045845.0,
    "likes": 24,
    "retweets": 1,
    "replies": 5,
    "views": 2195,
    "isReply": true,
    "text_len": 85,
    "curation_score": 68.4,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2039316201302802448",
    "substance_score": 4.437,
    "jev_is_substantive": 0.79,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.87,
    "jev_depth": 1.79,
    "jev_has_rule": 0.15,
    "quality_score": 4.437,
    "is_mental_model": false
  },
  {
    "id": "1976591965707018728",
    "text": "@Zhouxitong0105 流动性不够了，都是这四个标的里面资金互相转，然后giggle冲上去一波套牢盘解了套就下去了，然后其他几个也应声下跌",
    "date": "2025-10-10 10:13:42",
    "date_only": "2025-10-10",
    "timestamp": 1760091222.0,
    "likes": 11,
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    "substance_score": 3.871,
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  {
    "id": "1920479982519803979",
    "text": "@Jerome_No1 有些策略尤其是短线的是要持续盯盘的，但盯盘不是焦虑的每一两分钟去看赚或亏了多少钱，这种要么是仓位开大了，要么就是在赌大小。",
    "date": "2025-05-08 14:04:43",
    "date_only": "2025-05-08",
    "timestamp": 1746713083.0,
    "likes": 6,
    "retweets": 0,
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    "isReply": true,
    "text_len": 73,
    "curation_score": -4.4,
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    "jev_confidence": 1.0,
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  {
    "id": "1982463706685743441",
    "text": "@xiannv5188 如果只是喊单，币安人生不太可能去5亿+，Giggle也才上了一天，Neiro上所那天之后的市值也才1.5亿。",
    "date": "2025-10-26 15:05:54",
    "date_only": "2025-10-26",
    "timestamp": 1761491154.0,
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    "retweets": 0,
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    "isReply": true,
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    "url": "https://x.com/Michael_Liu93/status/1982463706685743441",
    "substance_score": 3.4109999999999996,
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    "jev_confidence": 0.93,
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  {
    "id": "1881048360809070999",
    "text": "@yuyue_chris @MetaEraCN @daosdotfun 白名单+高开的模式的确有问题，流动性瞬间拉满，之后就只能阴跌了，等什么时候散户们都不玩这种模式，变成熟人们割项目方了，这模式也就结束了",
    "date": "2025-01-19 18:37:32",
    "date_only": "2025-01-19",
    "timestamp": 1737311852.0,
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    "retweets": 0,
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    "views": 3201,
    "isReply": true,
    "text_len": 103,
    "curation_score": 20.9,
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    "substance_score": 4.375,
    "jev_is_substantive": 0.83,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.79,
    "jev_depth": 1.79,
    "jev_has_rule": 0.03,
    "quality_score": 4.375,
    "is_mental_model": false
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  {
    "id": "1998999889221763581",
    "text": "@airdropbaozi 触达不是难点，很多欧美项目的founder反感crime mode，外加MM合作最重要是信任，这种很难靠撮合来达到",
    "date": "2025-12-11 06:14:47",
    "date_only": "2025-12-11",
    "timestamp": 1765433687.0,
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    "retweets": 0,
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    "isReply": true,
    "text_len": 71,
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    "url": "https://x.com/Michael_Liu93/status/1998999889221763581",
    "substance_score": 3.905,
    "jev_is_substantive": 0.6,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.37,
    "jev_depth": 1.79,
    "jev_has_rule": 0.02,
    "quality_score": 3.905,
    "is_mental_model": false
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  {
    "id": "1868661752973640189",
    "text": "@flyfly21x 嗯呢，这也是种可能，如果kra最后rug了，说明大概率就是同一个项目方，想要换到bsc上搞了，那这种项目方不做迁移，直接rug的话就是纯镰刀。里面具体情况我也不知道，只是看到了跟大家提醒一句，rena是网站是抄kra的，不是同一个项目方的话rena就是杀猪盘，是同一个项目方的也话也说明是镰刀庄，那rena",
    "date": "2024-12-16 14:17:34",
    "date_only": "2024-12-16",
    "timestamp": 1734358654.0,
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    "retweets": 0,
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    "isReply": true,
    "text_len": 164,
    "curation_score": 30.6,
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    "url": "https://x.com/Michael_Liu93/status/1868661752973640189",
    "substance_score": 3.533,
    "jev_is_substantive": 0.41,
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    "jev_confidence": 0.55,
    "jev_depth": 1.79,
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  {
    "id": "1850803308677792136",
    "text": "虽然scroll这么多人骂，但我还是很开心能看到这种开局的，这个价格基本没有机构赚钱，终于机构们也要为他们上轮fomo的错误判断买单了。现在二级散户越来越聪明，只要大家认清了这轮二级山寨币的收割玩法，不再去傻呵呵的接盘高fdv的“区块链应用代币”骗局，那项目方和vc就会被迫互卷，而这个互卷的过程 https://t.co/jtvFQqsD2c",
    "date": "2024-10-28 07:34:29",
    "date_only": "2024-10-28",
    "timestamp": 1730100869.0,
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  {
    "id": "2005934838117999068",
    "text": "Lighter开盘空头和空投合力向下是最确定性可以吃的一段，现在平空+买盘进来开始反弹了，还是维持之前的观点，这是个长期可以空的标的，等明后天可以找找阶段高点去做空。\n\n 按过去7天交易量算：\n\nHyperliquid 日交易量 $4-6b 左右，FDV 250亿 \nAster 日交易量  $3b 左右，FDV 56亿 \nLighter 日交易量 https://t.co/20ar7p8Crw",
    "date": "2025-12-30 09:31:48",
    "date_only": "2025-12-30",
    "timestamp": 1767087108.0,
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    "jev_has_rule": 0.15,
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  {
    "id": "1976206375144292707",
    "text": "俩都有货，alpha肯定从这俩里上。\n\n不过有点奇怪的是，meme rush交易量 市值都不如BNB holder，排名竟然比bnb holder更高，官方操纵？ https://t.co/ybEEZEIGxK",
    "date": "2025-10-09 08:41:30",
    "date_only": "2025-10-09",
    "timestamp": 1759999290.0,
    "likes": 54,
    "retweets": 1,
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    "jev_confidence": 0.64,
    "jev_depth": 1.78,
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  {
    "id": "1947338733340226031",
    "text": "@Ru7Longcrypto 460阻力，突破了先看580-600，这里确实在蓄力了，OI也在涨 https://t.co/4Qrpj7Mu8S",
    "date": "2025-07-21 16:51:48",
    "date_only": "2025-07-21",
    "timestamp": 1753116708.0,
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    "jev_is_substantive": 0.75,
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    "jev_confidence": 0.98,
    "jev_depth": 1.78,
    "jev_has_rule": 0.11,
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  {
    "id": "2039673825328341453",
    "text": "不知道有多少人还记得上轮熊市时候的upbit+币安合约爆空币，arpa、loom、hifi、gas、cyber，每个月两三个，操盘做法是币安合约开多，然后韩所现货拉盘爆空，最后一两天直接断头铡（当时还怀疑是不是在给韩国资方洗钱）",
    "date": "2026-04-02 11:58:29",
    "date_only": "2026-04-02",
    "timestamp": 1775131109.0,
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  },
  {
    "id": "2049406510393155713",
    "text": "刚跟朋友聊到一个话题，原油一直是一个我很不喜欢交易的标的，主要是价格走势很不“干净”，这个资产全是消息和内幕驱动，所以很多时候你会看到盘面跌和涨的有些莫名其妙，散户在这个市场里没有优势，跟你博弈的都是信息比你多甚至能制造信息的，全是神仙打架。举个例子，昨天uae退出opec这种大利空出来",
    "date": "2026-04-29 08:32:42",
    "date_only": "2026-04-29",
    "timestamp": 1777451562.0,
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    "substance_score": 4.42,
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    "jev_domain": "macro_cycle",
    "jev_confidence": 0.63,
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    "quality_score": 4.42,
    "is_mental_model": true
  },
  {
    "id": "1988222838428627145",
    "text": "Lido的回购计划也出来了：\n回购条件：\nETH的价格 > 3000\nLido的年收入 > $40m\nLido国库收入超过40M的W50%\n每次回购对价格的影响不能超过2%\n封顶: 每年最多回购1000万\n\n唉，一年收入一个亿，要按照这个方案还不如不发呢，像极了问我要不要400u保本额度投kol轮，上线还直接浇破发行价的项目方。。。",
    "date": "2025-11-11 12:30:38",
    "date_only": "2025-11-11",
    "timestamp": 1762864238.0,
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    "local_images": [],
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    "substance_score": 4.446000000000001,
    "jev_is_substantive": 0.64,
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    "jev_confidence": 0.44,
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  {
    "id": "1935902367188500738",
    "text": "比如举个我自己前段时间犯的错，我做空了deep，这也是我最近几个月空单里表现最差的一个。\n\n当时所有都在跌的时候就deep不跌，跟sui一样稳，后来cetus出了黑客事件之后跟着sui一切跌了，我赚了一点就跑了。",
    "date": "2025-06-20 03:27:46",
    "date_only": "2025-06-20",
    "timestamp": 1750390066.0,
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    "retweets": 9,
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    "substance_score": 3.508,
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    "jev_confidence": 0.95,
    "jev_depth": 1.78,
    "jev_has_rule": 0.07,
    "quality_score": 3.508,
    "is_mental_model": false
  },
  {
    "id": "2010206603287601391",
    "text": "为什么对我意义很大？因为我复盘了一下我去年所有亏了10wu以上的单子，无一例外，全是情绪\n\n“比如palu、orange、bnbholder、Aster，还有二级各种合约单，突然fomo追多、或者空单被套了一直加”\n\n情绪就是每个交易员最大的对手盘",
    "date": "2026-01-11 04:26:16",
    "date_only": "2026-01-11",
    "timestamp": 1768105576.0,
    "likes": 61,
    "retweets": 2,
    "replies": 4,
    "views": 7855,
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    "substance_score": 4.324,
    "jev_is_substantive": 0.75,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.97,
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    "is_mental_model": true
  },
  {
    "id": "2034627161571852332",
    "text": "@CryptoRounder bmnr纯股的模式最多是有折扣没法融资买不动了，等市场好了，普通股有溢价了又能融资买了，但mstr是有脱钩爆雷风险的。不过我也不觉得bmnr的失败=eth的失败，就像我也不觉得mstr失败了btc就失败了。大不了换个庄呗。",
    "date": "2026-03-19 13:44:51",
    "date_only": "2026-03-19",
    "timestamp": 1773927891.0,
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    "retweets": 0,
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  {
    "id": "1855934899116712275",
    "text": "@guhype 因为现在这些meme刚上币安才几亿，如果牛市飞到几十亿、百亿呢，到时候cex的用户都会大呼币安造富效应好强。链上本身就是更专业的地方，虽然肯定会有cex用户跑来dex玩，但大部分用户仍会留在交易所，币安只要保证交易所上有造富效应有交易量就够了。",
    "date": "2024-11-11 11:25:36",
    "date_only": "2024-11-11",
    "timestamp": 1731324336.0,
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    "jev_is_substantive": 0.77,
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    "jev_confidence": 0.68,
    "jev_depth": 1.78,
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    "quality_score": 4.2299999999999995,
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  },
  {
    "id": "2100189692952260611",
    "text": "With CLARITY stalled, I expect the SEC, CFTC, and Treasury to advance rules under existing law, banks to expand Bitcoin custody and loans against it, and more capital to favor Bitcoin and digital credit. GENIUS supports stablecoin adoption. Progress need not wait for Congress.",
    "date": "2026-09-16 11:46:57",
    "date_only": "2026-09-16",
    "timestamp": 1789559217.0,
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    "jev_confidence": 0.86,
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    "is_mental_model": false
  },
  {
    "id": "2043987849071272407",
    "text": "CRCL这个位置是第一批趋势投资人刚刚开始入场的地方，出了Higher high和higher low，趋势确认逆转，\n\n可以参考下Coinbase上轮周期趋势逆转后的走势 https://t.co/RdCtRw02n4",
    "date": "2026-04-14 09:40:53",
    "date_only": "2026-04-14",
    "timestamp": 1776159653.0,
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    "substance_score": 5.321000000000001,
    "jev_is_substantive": 0.8,
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    "jev_confidence": 0.78,
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    "id": "2097642086292148461",
    "text": "4stock带来的飞轮已经很明显了，给4stock上了一个alpha，BNB的财库公司上涨10%，等美股资金的注意力过来，意识到币安在推动dat的上涨，bnc对bnb有很大的折扣，开始bid bnc，bnc继续拉盘带动4stock。 https://t.co/mymm3gPrwY",
    "date": "2026-09-09 11:03:40",
    "date_only": "2026-09-09",
    "timestamp": 1788951820.0,
    "likes": 100,
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  {
    "id": "1833663176560476458",
    "text": "今天trump发了magacat的图，有个阴毛盘直接狙到6m拿了92%的筹码，我来解释一下为什么就算你想通过阴毛盘赚钱当天出来的盘也一定不能上。逻辑非常非常简单，阴毛盘能起来的基础是上的散户少，这种大热点当天的阴毛盘必有很多散户冲，所以庄拉盘成本过高，不可能让散户搭车free-ride。neiro当天的阴毛盘 https://t.co/WnrmqTRIeh",
    "date": "2024-09-11 00:25:43",
    "date_only": "2024-09-11",
    "timestamp": 1726014343.0,
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    "substance_score": 4.938999999999999,
    "jev_is_substantive": 0.74,
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  {
    "id": "2077384251188924584",
    "text": "crypto七八月继续看反弹，然后九十月可能再来个最后一跌，不过不确定有没有，更不确定驱动的事件会是什么。\n\n最近的策略都是短线做做存储的反弹，观望下贵金属，然后逢低抄底crypto的蓝筹资产的现货，现在就是四年一次的建仓期，有三个月左右的时间窗口，记得把握好\n\n这轮的蓝筹资产并不多，不至于挑花眼\n币：btc eth hype\n股：mstr crcl coin hood\n\n每个对应的风险和盈亏比也不一样，自己判断更喜欢哪个，哪个的波动更适合自己的交易风格吧。",
    "date": "2026-07-15 13:26:16",
    "date_only": "2026-07-15",
    "timestamp": 1784121976.0,
    "likes": 246,
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  {
    "id": "1967294354915234222",
    "text": "币圈的资产发行在未来只会越来越两极化，一切中间态的资产都会无路可走。\n\n一边，有PMF和现金流的优质资产会越来越像股票，有回购有分红，机构们认业务逻辑，通过币股去美股吸更大池子里的流动性。",
    "date": "2025-09-14 18:28:19",
    "date_only": "2025-09-14",
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    "substance_score": 4.933,
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  {
    "id": "1873308388337308047",
    "text": "我发现这波AI行情是玩惯Meme盘波段手和p小将的噩梦，我群里的那些原来在meme上是“内盘Alpha”的小伙伴，拿到的结果都没有“老板们”拿到的大，两个原因：\n\n1. 都是有”控筹意识”的团队币，低市值不可能让你拿到太多筹码，你要是拿到了，人家就rug重新开盘，前几天的Spore子孙盘你们也见到了。\n2.",
    "date": "2024-12-29 10:01:38",
    "date_only": "2024-12-29",
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  {
    "id": "2017659962173092086",
    "text": "本来想75000附近看看要不要抄底的，但BTC的线走的实在太难看了，摸了98000然后2周内就急跌下来+黄金白银也开崩了，我实在有些不敢抄了，谨慎吧，等见血了再说。",
    "date": "2026-01-31 18:03:15",
    "date_only": "2026-01-31",
    "timestamp": 1769882595.0,
    "likes": 72,
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  {
    "id": "1983524128352350661",
    "text": "前几天跟CZ合照的@danawhite的UFC的盘子，Fight的ICO在Sol的轮次开打了，ICO的市值1.5亿，额度有150万，已经超募到了2600万了，开盘亏是不太可能亏，但估计塞不进去多少，开盘能有个2-3倍就比较符合预期。最近炒币太tm地狱模式，我也开始玩理财局了。\n@JoinFightID @HoloworldAI",
    "date": "2025-10-29 13:19:38",
    "date_only": "2025-10-29",
    "timestamp": 1761743978.0,
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    "substance_score": 3.705,
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    "jev_confidence": 0.85,
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    "quality_score": 3.705,
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  },
  {
    "id": "2091431148576813387",
    "text": "@SUOHA_AI pump的操盘行为很明显了，上一次是搞直播+回购叙事+拉盘，上了upbit浇给，这轮是搞pumpfun app+解锁吸引空头+拉盘，什么时候浇给就不知道了。",
    "date": "2026-08-23 07:43:37",
    "date_only": "2026-08-23",
    "timestamp": 1787471017.0,
    "likes": 5,
    "retweets": 0,
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    "isReply": true,
    "text_len": 88,
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    "substance_score": 3.601,
    "jev_is_substantive": 0.46,
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    "jev_confidence": 0.97,
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  {
    "id": "2007748730917962084",
    "text": "@thecryptoskanda 理解你的意思了，这些我理解都是现在应用币的一些perk，甚至是历史遗留问题了。前几年的应用币都是主打这个方向，这几年随着美国对代币定义security放松，应用代币都在往类股票发展了，我觉得未来这个趋势会越来越明显，大家最终就是拼利润、增长。",
    "date": "2026-01-04 09:39:34",
    "date_only": "2026-01-04",
    "timestamp": 1767519574.0,
    "likes": 5,
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    "isReply": true,
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    "curation_score": 19.7,
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    "substance_score": 4.381,
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  {
    "id": "2087147248006336825",
    "text": "@ah1n1l 我对coinbase的交易所业务不感兴趣，可以看下过去5年的收入你就理解我的意思了，crypto交易所业务已经到顶，一轮周期了去年收入都没超过21年。",
    "date": "2026-08-11 12:00:55",
    "date_only": "2026-08-11",
    "timestamp": 1786449655.0,
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    "jev_confidence": 0.81,
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  {
    "id": "1848201206721863864",
    "text": "@0xEdwin999 还有啥😂 纯靠社区cto上去的吗。看盘子规模吧，几十万市值早期几个大户holder小团体异常团结hodl的，大家喊喊单cxcx还有用，再往上走一律都得是有资金强庄的",
    "date": "2024-10-21 03:14:40",
    "date_only": "2024-10-21",
    "timestamp": 1729480480.0,
    "likes": 3,
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    "isReply": true,
    "text_len": 94,
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    "substance_score": 4.093,
    "jev_is_substantive": 0.7,
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    "jev_confidence": 0.48,
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    "is_mental_model": false
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  {
    "id": "1907267626260369685",
    "text": "@stive668 看庄能不能想清楚这个事儿了，第一个推出来的如果不真金白银拉一拉，上线即浇给，不仅黑卡价格hold不住，morph tge到时候市场买盘也会很差。",
    "date": "2025-04-02 03:03:32",
    "date_only": "2025-04-02",
    "timestamp": 1743563012.0,
    "likes": 2,
    "retweets": 0,
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    "isReply": true,
    "text_len": 82,
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  {
    "id": "1863142672627793942",
    "text": "@Xuelihappy 要不先研究下？外国tg比中国tg大了三倍多，天天冲推的都是老外。一周多点五千多个持币地址了",
    "date": "2024-12-01 08:46:43",
    "date_only": "2024-12-01",
    "timestamp": 1733042803.0,
    "likes": 2,
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    "isReply": true,
    "text_len": 57,
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    "substance_score": 3.595,
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    "jev_domain": "onchain_flow",
    "jev_confidence": 0.76,
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  },
  {
    "id": "2098704726149959786",
    "text": "王阳明人生真正翻盘的那一刻，\n他的处境没有任何改变。\n朝廷没有赦免他，官职没有恢复，\n贵州龙场依旧潮湿荒凉。\n随行的仆人还躺在草席上发烧，\n山外没有消息，归期也看不到尽头。\n可从那一天起，他不再每天等着离开。\n他找来木料，搭起草屋；\n照顾病人，也开始给附近的人讲学。\n眼前的一切依然糟糕，他却不再把这里当成\n一段必须熬过去的日子。\n后来，人们把这一夜称作龙场悟道。",
    "date": "2026-09-12 09:26:13",
    "date_only": "2026-09-12",
    "timestamp": 1789205173.0,
    "likes": 0,
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    "substance_score": 3.095,
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  },
  {
    "id": "2094628905634468091",
    "text": "如果你是一个只看“基本面”的投资人，你大概率不太适合在crypto行业做投资，因为这个行业的基本面都是由“流动性”定义的，而流动性又是极具周期性且能很快变化的。\n\n回到2022年，coinbase和robinhood这两个上轮表现最好的币股标的，都不会是你会选择抄底的机会。 https://t.co/fZxfn1bJGq",
    "date": "2026-09-01 03:30:22",
    "date_only": "2026-09-01",
    "timestamp": 1788233422.0,
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    "jev_confidence": 0.46,
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  },
  {
    "id": "1976798425237930386",
    "text": "这个时候主流谨慎抄，等个二探，但你可以观察一下最近上新的山寨，看看哪些在今早闪崩之后很快拉回来的，这些全都是不想让散户拿便宜筹码想要搞事的项目方，这波之后控筹更紧了，未来一两个月空头情绪应该不小，找找下一个myx。",
    "date": "2025-10-10 23:54:06",
    "date_only": "2025-10-10",
    "timestamp": 1760140446.0,
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  },
  {
    "id": "1962097299443859584",
    "text": "正好这两天有朋友问，分享下现在链上还拿着的一些持仓吧：\nsol：\n- Spark（出了大部分，小号还剩小几万u，后续我觉得不好说，主要是pump Alon打call之后那个走势走的实在有些像派发，不过如果这里能盘整起来一定要冲100m了）\n- Gen（不少利好还没释放，等背后的机构们站出来和上所）\n-",
    "date": "2025-08-31 10:17:04",
    "date_only": "2025-08-31",
    "timestamp": 1756635424.0,
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  },
  {
    "id": "2076588798616768632",
    "text": "重温一下。\n\n现在抄底存储只做反弹，已经深套的话有反弹一定要跑。\n\n如果你已经被存储股低PE的叙事洗脑，记得去看这篇：“炒存储股本质上就是在炒存储商品价格”\nhttps://t.co/bZQwPkqh4i",
    "date": "2026-07-13 08:45:25",
    "date_only": "2026-07-13",
    "timestamp": 1783932325.0,
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    "id": "2086371145520181727",
    "text": "赌稳定币赛道买crcl还是买coin这个问题我之前也纠结过，后来听跟circle比较近的朋友聊过coinbase和circle的关系其实挺“微妙”的，这个之前@KyleSamani也推文说过协议有重谈的可能，未来如果circle做了些新业务也是大概率不会让coinbase吃到的，所以其实这个问题并不是单纯哪边估值更划算的问题。",
    "date": "2026-08-09 08:36:58",
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    "id": "1873734944490721425",
    "text": "所以当你抓到庄的确有护盘行为，说明是想把盘子往长期做，那你考虑建仓位置的时候，就是要去判断散户们会在哪个位置买盘超过卖盘，因为这个问题也是“庄”不断在判断和测试的。",
    "date": "2024-12-30 14:16:37",
    "date_only": "2024-12-30",
    "timestamp": 1735568197.0,
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  {
    "id": "1964812186876014593",
    "text": "最近市场上几个大的币股都出现了市值低于资产净值的情况（意思是这些币股上市公司的股票价值低于了持有的以太坊的价值）看到这种情况让我挺担心后续以太坊的价格走势的。",
    "date": "2025-09-07 22:05:04",
    "date_only": "2025-09-07",
    "timestamp": 1757282704.0,
    "likes": 59,
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  {
    "id": "2098384405417127969",
    "text": "@0xldb 主要是币安上了alpha龙头都定了，然后fourmeme那边又没搞好自动化赎回和申购，还得手动打款审批，导致飞轮还跑不起来",
    "date": "2026-09-11 12:13:23",
    "date_only": "2026-09-11",
    "timestamp": 1789128803.0,
    "likes": 13,
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  {
    "id": "1985958233891307952",
    "text": "@qingshui_eth mon应该是mmt爆了大户导致共享保证金平掉了他们mon的仓位，本来流动性就差，直接连环踩踏了",
    "date": "2025-11-05 06:31:54",
    "date_only": "2025-11-05",
    "timestamp": 1762324314.0,
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    "id": "2013590719328592144",
    "text": "聊聊最近做的$Kgen这笔交易吧，或许对大家捕捉山寨庄操盘启动信号有点启发。\n\n这个币去年十月份那波拉升就撸过一波，之后一直放在观察表里，原因很简单，因为kgen是典型的融了大钱（融了四千多万u）但在已经凉透了的aptos生态里做AI项目的。 https://t.co/mdYdaOnR9g",
    "date": "2026-01-20 12:33:32",
    "date_only": "2026-01-20",
    "timestamp": 1768912412.0,
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  {
    "id": "1916131432193527842",
    "text": "我也是最近才意识到，其实玩合约的很多人是不理解合约的基础机制的，聊一下为什么说空军是燃料，以及举例说一下Alpaca这种盘子是怎么操出来的。\n\nAlpaca这种底部只有几百万市值的盘子，庄可以很低成本控紧流通的现货筹码。",
    "date": "2025-04-26 14:05:08",
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    "timestamp": 1745676308.0,
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  {
    "id": "2079736677418009085",
    "text": "最近两年在做跨市场交易，愈发理解投资得“从上到下”的做，就是你得先能够找到Beta，才能去试图找Alpha。说的更简单些，你得先在对的时间点，找到那个能起势的板块/赛道，再去找这个板块中能带来超额收益的公司/标的，择时和赛道的重要性远超单一标的的选择，而大部分社交媒体的讨论则都放在了后者。",
    "date": "2026-07-22 01:13:58",
    "date_only": "2026-07-22",
    "timestamp": 1784682838.0,
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  {
    "id": "1988074917594886447",
    "text": "最近市场确实是互道傻逼的时候，很多我觉得牛逼的交易员也在互道傻逼，但看多和看空的观点确实都很充分。\n\n看多观点\n- 政府停摆结束\n- 山寨10.11清算，控筹进一步提升，老山寨庄都开始拉盘了\n- qt结束了\n- 特朗普可能要每人撒2000u的关税补贴\n- 美股嗨的飞起\n\n看空观点\n-",
    "date": "2025-11-11 02:42:51",
    "date_only": "2025-11-11",
    "timestamp": 1762828971.0,
    "likes": 223,
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    "url": "https://x.com/Michael_Liu93/status/1988074917594886447",
    "substance_score": 4.599,
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  },
  {
    "id": "1887904739830153546",
    "text": "怎么打破高开盘vc币的不断恶性循环？\n\n等到彻底没散户去玩vc币了，项目方发vc项目赚不到钱也融不到资了，上所能掏出来的流动性也不够交上币费和服务费了，投资人投vc币也赚不到钱了，做市商再怎么高开也cover不住做市费用了，恶性循环自然也就打破了。",
    "date": "2025-02-07 16:42:20",
    "date_only": "2025-02-07",
    "timestamp": 1738946540.0,
    "likes": 172,
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  {
    "id": "2005208255090528703",
    "text": "这两天lighter快上了，其实现在这个市场这类的大卡车项目不用分析太多，女巫了多少影响的是量，不影响质。\n\n“开盘往下砸是空投和空头最共识的时候，买盘（就算有主动做市商）也要等空投砸的差不多了再接，不可能开盘顶着砸盘硬拉的”",
    "date": "2025-12-28 09:24:37",
    "date_only": "2025-12-28",
    "timestamp": 1766913877.0,
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  {
    "id": "2074535867201544332",
    "text": "存储这跌法黄金和白银上你们应该见过啊，各大央行买入黄金最多，对白银工业需求量最高时贵金属见顶，直接一周跌去30-40%，之后就是漫长的lower high一路跌下去。\n\n放到存储上没什么不一样，就是花钱建ai infra的开始没这么急了，生产存储的开始扩产能了，存储商品价格开始走下坡路了呗。",
    "date": "2026-07-07 16:47:48",
    "date_only": "2026-07-07",
    "timestamp": 1783442868.0,
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  {
    "id": "1840224305294279129",
    "text": "这个观点太认同了，尤其是“这是中心化交易所最后的2年好时光”，其实看看我自己的后台数据就能看出来，二级的曝光量大但大家普遍更愿意看一级的内容，很明显散户们都在加速逃离二级。这个趋势下，这两年很大概率能跑出来个10亿美金以上收入的交易工具，变成“新形态的交易所”，产品的底层逻辑从“如何把散",
    "date": "2024-09-29 02:57:18",
    "date_only": "2024-09-29",
    "timestamp": 1727578638.0,
    "likes": 68,
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  {
    "id": "1996248996617371804",
    "text": "Sapien也是个好例子，11.06通过Hodler上币安现货，散出去了一部分筹码，下跌洗了1个月筹码估计都收回来了，多次插假针，今天这种启动针你敢空？",
    "date": "2025-12-03 16:03:43",
    "date_only": "2025-12-03",
    "timestamp": 1764777823.0,
    "likes": 28,
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  {
    "id": "2083234608058089499",
    "text": "@0xMorfly 大差不大吧\n波动大搞闪迪\n稳一些搞美光\n\n搞海力士我是觉得不如sndk和mu，涨的时候涨不过，跌的时候一点不少跌，主要是韩股那边还是套的人多。",
    "date": "2026-07-31 16:53:29",
    "date_only": "2026-07-31",
    "timestamp": 1785516809.0,
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  {
    "id": "2062217618581549173",
    "text": "Just in case you’re wondering why I’m bullish on $CRCL and Stablecoins.\n\n8605 subscribers at $1.00:\n\n-> $1595.\n\nNot even including int. like Canada paying 46% more (2 CAD vs $1 USD subscription) and the FX/rounding disappearing into the void.\n\nI’m not here for subscription revenue so I don’t plan on changing anything. \n\nBut just found this pretty amusing even if you factored in pro rata or holds/delays.\n\nYou would reduce 30% App Store fees, Stripe card TX fees, and other black box fee mechanisms like foreign currency rounding.\n\nStablecoins are definitely the future, and you can already see banks trying to control it with Clarity Act lobbying.",
    "date": "2026-06-03 16:59:29",
    "date_only": "2026-06-03",
    "timestamp": 1780505969.0,
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  {
    "id": "1938090885142790497",
    "text": "短线交易，除了去看oi、成交量、费率这些的变化去观察做市商动向，其实盯实时的裸k更直接，越单一庄家主导的山寨会越容易感知到这种变化。",
    "date": "2025-06-26 04:24:09",
    "date_only": "2025-06-26",
    "timestamp": 1750911849.0,
    "likes": 189,
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  {
    "id": "2036275491326570860",
    "text": "最简单的，如果mstr没钱支付strc的“利息”，需要把利息降为0了，那么strc会直接脱锚。如果mstr已经需要通过降利息去维持strc的存活，strc一定已经开始脱锚。\n\n尊重常识这么难吗？一个无息资产如何去支付长期11.5%的利息？\n\n你在2017年18000买的btc，现在3.8x\n你在2017年1150买的黄金，现在3.8x",
    "date": "2026-03-24 02:54:43",
    "date_only": "2026-03-24",
    "timestamp": 1774320883.0,
    "likes": 161,
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    "substance_score": 4.364,
    "jev_is_substantive": 0.67,
    "jev_domain": "altcoin_trading",
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  {
    "id": "2094783028782572028",
    "text": "AI确实改变了链上，也就一年多前，dev稍微写点代码搓点垃圾产品，哥们看到就说“这产品牛逼”，现在哥们自己也能搓产品了，看到再精美的网站和产品也只会说“Codex搓的没用玩意”\n\nPons能成为robinhood上的市值第一名，说明链上群体不再只是追情绪，开始认收入，认市场份额，认估值，认逻辑了，这样也才能良币驱除劣币，这难道不比谁接痰速度快好多了吗。",
    "date": "2026-09-01 13:42:47",
    "date_only": "2026-09-01",
    "timestamp": 1788270167.0,
    "likes": 138,
    "retweets": 3,
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    "views": 23564,
    "isReply": false,
    "text_len": 177,
    "curation_score": 368.1,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2094783028782572028",
    "substance_score": 4.194,
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    "jev_domain": "onchain_flow",
    "jev_confidence": 0.18,
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  },
  {
    "id": "1855529885034520948",
    "text": "给没经历过牛市中后期的小白喊句话，听懂能救你命\n\n山寨季一旦开启，切记不要拿长线做空单子！\n\n短线空单也要极度确定性机会且配上极其严格的止损策略才能上（你如果不知道什么是极度确定性的机会或者不懂止损策略，就远离合约）",
    "date": "2024-11-10 08:36:13",
    "date_only": "2024-11-10",
    "timestamp": 1731227773.0,
    "likes": 93,
    "retweets": 9,
    "replies": 33,
    "views": 26922,
    "isReply": false,
    "text_len": 108,
    "curation_score": 370.3,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1855529885034520948",
    "substance_score": 5.296,
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    "jev_confidence": 0.75,
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    "quality_score": 5.296,
    "is_mental_model": true
  },
  {
    "id": "2098121495860158808",
    "text": "信心值万金，一旦有一个bsc的meme能上了现货还有市场合力拉起来，那下一个上了现货大家抛售或者做空前就会犹豫，这对于bsc链上是非常大的好事。",
    "date": "2026-09-10 18:48:40",
    "date_only": "2026-09-10",
    "timestamp": 1789066120.0,
    "likes": 29,
    "retweets": 2,
    "replies": 4,
    "views": 7016,
    "isReply": true,
    "text_len": 72,
    "curation_score": 78.5,
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    "url": "https://x.com/Michael_Liu93/status/2098121495860158808",
    "substance_score": 4.32,
    "jev_is_substantive": 0.81,
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    "jev_confidence": 0.91,
    "jev_depth": 1.74,
    "jev_has_rule": 0.03,
    "quality_score": 4.32,
    "is_mental_model": true
  },
  {
    "id": "2071134084966093296",
    "text": "流动性实在太差了，这么大个盘子，合约1500万u成交量砸掉了30%",
    "date": "2026-06-28 07:30:20",
    "date_only": "2026-06-28",
    "timestamp": 1782631820.0,
    "likes": 13,
    "retweets": 0,
    "replies": 1,
    "views": 7819,
    "isReply": true,
    "text_len": 33,
    "curation_score": 20.1,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2071134084966093296",
    "substance_score": 3.5199999999999996,
    "jev_is_substantive": 0.43,
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    "jev_confidence": 0.98,
    "jev_depth": 1.74,
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    "quality_score": 3.5199999999999996,
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  },
  {
    "id": "1835582675387928926",
    "text": "@guhype 套娃是套上了，但是全部是场内存量资金，没水抬没法螺旋升天，eigen这套逻辑放在货币宽松的大牛市我觉得没什么问题",
    "date": "2024-09-16 07:33:07",
    "date_only": "2024-09-16",
    "timestamp": 1726471987.0,
    "likes": 5,
    "retweets": 0,
    "replies": 1,
    "views": 4788,
    "isReply": true,
    "text_len": 64,
    "curation_score": 2.1,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1835582675387928926",
    "substance_score": 4.223999999999999,
    "jev_is_substantive": 0.79,
    "jev_domain": "macro_cycle",
    "jev_confidence": 0.52,
    "jev_depth": 1.74,
    "jev_has_rule": 0.03,
    "quality_score": 4.223999999999999,
    "is_mental_model": true
  },
  {
    "id": "1982110289584689622",
    "text": "Giggle出来fud自己了\n\n不过毕竟我是经历过ai16z shaw那傻逼的fud试炼的\n\n不要看他说了什么，只关注价格，11点13分发，最底部支撑位发fud，都不敢往下继续砸一砸，直接买起来了\n\n要我说，戏码还不够Shaw全呢😒 https://t.co/cwxzQEiJBq",
    "date": "2025-10-25 15:41:33",
    "date_only": "2025-10-25",
    "timestamp": 1761406893.0,
    "likes": 85,
    "retweets": 2,
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    "isReply": false,
    "text_len": 140,
    "curation_score": 333.4,
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    "url": "https://x.com/Michael_Liu93/status/1982110289584689622",
    "substance_score": 4.425,
    "jev_is_substantive": 0.47,
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    "jev_confidence": 0.59,
    "jev_depth": 1.73,
    "jev_has_rule": 0.14,
    "quality_score": 4.425,
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  },
  {
    "id": "1852271244114334008",
    "text": "今天跟@timotimoqi 讨论eth上的harris这个币，这个币应该是换庄了，这个换庄在链上体现的很清晰，大家可以试着爬一下，尤其是去看底部谁在接，然后上去了谁在砸，说实在的politifi harris阵营的龙头概念，但凡是第一波庄稍微能搞事点或者早点把位置让出来，也不至于马上大选了还一直在5m附近晃荡。 https://t.co/yLOLUFjptU",
    "date": "2024-11-01 08:47:32",
    "date_only": "2024-11-01",
    "timestamp": 1730450852.0,
    "likes": 22,
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    "url": "https://x.com/Michael_Liu93/status/1852271244114334008",
    "substance_score": 4.750999999999999,
    "jev_is_substantive": 0.74,
    "jev_domain": "onchain_flow",
    "jev_confidence": 0.68,
    "jev_depth": 1.73,
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  },
  {
    "id": "1909913381936738503",
    "text": "刚跟传统二级的朋友聊到一个话题，我觉得挺有意思的，分享出来。\n\n1. 为什么每次到加税或加息的时候，美股反应最快，而crypto资产反倒是呈现滞后性的？\n2. 但流动性变差的时候，尤其是逃顶的时候，crypto资产又是通常抢跑美股的？\n\n这两件事其实是跟交易者行为相关的。",
    "date": "2025-04-09 10:16:49",
    "date_only": "2025-04-09",
    "timestamp": 1744193809.0,
    "likes": 621,
    "retweets": 108,
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    "isReply": false,
    "text_len": 136,
    "curation_score": 880,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1909913381936738503",
    "substance_score": 4.651,
    "jev_is_substantive": 0.77,
    "jev_domain": "macro_cycle",
    "jev_confidence": 0.99,
    "jev_depth": 1.73,
    "jev_has_rule": 0.02,
    "quality_score": 4.651,
    "is_mental_model": true
  },
  {
    "id": "1986153480722259985",
    "text": "币安这次giggle的操盘真的太屌了，今天想明白了为什么要第一个上Giggle现货了，Giggle控筹最松，没有唯一庄，是市场合力推上去的（这也是为什么三个里面Giggle市值是最低的一个）\n\n上了现货散户乖乖浇出手里的筹码，币安在二级收筹换庄，然后一鼓作气做成一个长期的meme，经过了TST Mubarak",
    "date": "2025-11-05 19:27:45",
    "date_only": "2025-11-05",
    "timestamp": 1762370865.0,
    "likes": 329,
    "retweets": 31,
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    "isReply": false,
    "text_len": 155,
    "curation_score": 728.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1986153480722259985",
    "substance_score": 4.399,
    "jev_is_substantive": 0.64,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.84,
    "jev_depth": 1.73,
    "jev_has_rule": 0.03,
    "quality_score": 4.399,
    "is_mental_model": true
  },
  {
    "id": "2083447405459263626",
    "text": "这两天gate和bitmart的事情应该给所有还有钱在小所的朋友们敲醒警钟。未来一两年我们应该会看到市面上绝大部分中小型交易所倒闭，因为原先小所赖以生存的山寨币的商业模式已经结束，而关门时你的钱大概率不再是你的钱，不要懒，不要心存侥幸，更不要被多的那么一点理财收益吸引，那都是诱捕你的诱饵。",
    "date": "2026-08-01 06:59:04",
    "date_only": "2026-08-01",
    "timestamp": 1785567544.0,
    "likes": 225,
    "retweets": 13,
    "replies": 36,
    "views": 38674,
    "isReply": false,
    "text_len": 145,
    "curation_score": 536.3,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2083447405459263626",
    "substance_score": 5.019,
    "jev_is_substantive": 0.93,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.88,
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    "jev_has_rule": 0.08,
    "quality_score": 5.019,
    "is_mental_model": false
  },
  {
    "id": "1881590202357125249",
    "text": "Freya是这波AI被疯狂吸血后我抄的最狠的AI标的，今天看了一眼，涨幅榜最高的就是它，已经快拉回前高了，我解释下抄Freya的逻辑：\n\n1. 这波Trump吸血AI，整个Base生态就Freya这个币跌的最少，明显的强庄强控筹\n2. 感觉市场是没有price in Freya是做什么的，大部分人还以为就是另一个AI",
    "date": "2025-01-21 06:30:37",
    "date_only": "2025-01-21",
    "timestamp": 1737441037.0,
    "likes": 209,
    "retweets": 51,
    "replies": 76,
    "views": 262545,
    "isReply": false,
    "text_len": 159,
    "curation_score": 833.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1881590202357125249",
    "substance_score": 4.699,
    "jev_is_substantive": 0.79,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.98,
    "jev_depth": 1.73,
    "jev_has_rule": 0.03,
    "quality_score": 4.699,
    "is_mental_model": true
  },
  {
    "id": "1982139007053013151",
    "text": "周末又有很多人开始赌币安人生和4上现货了\n\n我是这么看的，币安人生上现货应该问题不大\n\n但不太可能是这两天，估计还要再洗一两周\n\n参考giggle就知道了\n\n币安现在会得很，如果这两天再给个现货\n\n一定会分流，怎么涨上去怎么浇下来\n\nbsc行情就结束了\n\n现在的币安已经不是菜花那会儿的币安了",
    "date": "2025-10-25 17:35:40",
    "date_only": "2025-10-25",
    "timestamp": 1761413740.0,
    "likes": 205,
    "retweets": 7,
    "replies": 64,
    "views": 48429,
    "isReply": false,
    "text_len": 146,
    "curation_score": 507.9,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1982139007053013151",
    "substance_score": 4.5649999999999995,
    "jev_is_substantive": 0.75,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.84,
    "jev_depth": 1.73,
    "jev_has_rule": 0.04,
    "quality_score": 4.5649999999999995,
    "is_mental_model": false
  },
  {
    "id": "1895126359913169218",
    "text": "Freya今天迁移到sol链上并做了完整的rebranding，别忘了去领取sol上的代币\n\n这次迁移用usdc池子完美避开了sol这波大跌，迁移后前几个小时的交易量就超过了原来在base上日交易量的五倍了。最近这行情大部分上一波的AI",
    "date": "2025-02-27 14:58:28",
    "date_only": "2025-02-27",
    "timestamp": 1740668308.0,
    "likes": 67,
    "retweets": 10,
    "replies": 28,
    "views": 48960,
    "isReply": false,
    "text_len": 118,
    "curation_score": 318.4,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1895126359913169218",
    "substance_score": 3.7529999999999997,
    "jev_is_substantive": 0.48,
    "jev_domain": "onchain_flow",
    "jev_confidence": 0.52,
    "jev_depth": 1.73,
    "jev_has_rule": 0.03,
    "quality_score": 3.7529999999999997,
    "is_mental_model": false
  },
  {
    "id": "2083927045642530926",
    "text": "@xholng04773511 我觉得短期会、长期反而是利好，因为这会增加有btc exposure的用户数，最终这些用户会去交易当下“最热门”的资产，而这个“最热门”今天可能是存储，明天可能又回到btc了。",
    "date": "2026-08-02 14:44:59",
    "date_only": "2026-08-02",
    "timestamp": 1785681899.0,
    "likes": 8,
    "retweets": 0,
    "replies": 0,
    "views": 1478,
    "isReply": true,
    "text_len": 104,
    "curation_score": 55.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2083927045642530926",
    "substance_score": 4.207,
    "jev_is_substantive": 0.79,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.75,
    "jev_depth": 1.73,
    "jev_has_rule": 0.02,
    "quality_score": 4.207,
    "is_mental_model": false
  },
  {
    "id": "1947346511471190042",
    "text": "@babyxinyou 热度过去了，小neiro我是不会拿，筹码太散了，看线也没什么动作，大neiro至少已知换了庄了而且在搞事。",
    "date": "2025-07-21 17:22:42",
    "date_only": "2025-07-21",
    "timestamp": 1753118562.0,
    "likes": 6,
    "retweets": 1,
    "replies": 1,
    "views": 6011,
    "isReply": true,
    "text_len": 65,
    "curation_score": 9.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1947346511471190042",
    "substance_score": 3.711,
    "jev_is_substantive": 0.53,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.91,
    "jev_depth": 1.73,
    "jev_has_rule": 0.05,
    "quality_score": 3.711,
    "is_mental_model": false
  },
  {
    "id": "2074399296720646598",
    "text": "@Jhy256 之前怪兽充电账上4亿多美金的现金，一年收入快3亿美金，市值就3亿😂",
    "date": "2026-07-07 07:45:07",
    "date_only": "2026-07-07",
    "timestamp": 1783410307.0,
    "likes": 5,
    "retweets": 0,
    "replies": 1,
    "views": 2345,
    "isReply": true,
    "text_len": 41,
    "curation_score": -17.8,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2074399296720646598",
    "substance_score": 3.1529999999999996,
    "jev_is_substantive": 0.27,
    "jev_domain": "us_stocks_tech",
    "jev_confidence": 0.88,
    "jev_depth": 1.73,
    "jev_has_rule": 0.01,
    "quality_score": 3.1529999999999996,
    "is_mental_model": false
  },
  {
    "id": "1922128639090376907",
    "text": "@draachen 还是要上的，玩cex的用户和dex的不是一个数量级的，出货能出的量差的很远",
    "date": "2025-05-13 03:15:53",
    "date_only": "2025-05-13",
    "timestamp": 1747106153.0,
    "likes": 1,
    "retweets": 0,
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    "views": 505,
    "isReply": true,
    "text_len": 47,
    "curation_score": -27.5,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1922128639090376907",
    "substance_score": 4.044999999999999,
    "jev_is_substantive": 0.7,
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    "jev_confidence": 0.82,
    "jev_depth": 1.73,
    "jev_has_rule": 0.06,
    "quality_score": 4.044999999999999,
    "is_mental_model": true
  },
  {
    "id": "1947348486149509592",
    "text": "@LeiChou233 合约多单跟着一边拉一边建上去的（可以去参考下bananas31），看OI暂时都还没平，确实很可能继续往上拉 https://t.co/SMJakgm8l1",
    "date": "2025-07-21 17:30:33",
    "date_only": "2025-07-21",
    "timestamp": 1753119033.0,
    "likes": 10,
    "retweets": 3,
    "replies": 1,
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    "isReply": true,
    "text_len": 89,
    "curation_score": 67.1,
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    "url": "https://x.com/Michael_Liu93/status/1947348486149509592",
    "substance_score": 4.672,
    "jev_is_substantive": 0.71,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.83,
    "jev_depth": 1.72,
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  {
    "id": "1905843843406405882",
    "text": "可以从“交易者”的视角换成“收割者”的视角，复盘一下前两天mubarak、banana、tut和broccoli上线bn，如果你是“庄”的交易员，要盈利最大化，你在那一刻会如何操作呢？\n\n消息出来，如果我是庄，我会有几个基础判断：\n1. 通知上bn现货的那一刻就是流动性最充足的时候，要出货一定这个时候出，后续没机会了。",
    "date": "2025-03-29 04:45:55",
    "date_only": "2025-03-29",
    "timestamp": 1743223555.0,
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    "substance_score": 4.948,
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  {
    "id": "2019332778798772664",
    "text": "昨晚第一次做贵金属，开了个白银空单，没敢多开，今天一看跌了快20%，这个5万亿市值的市场怎么波动起来跟meme似的，是控筹和流动性问题吗？还是这个市场全都是杠杆资金啊，有懂这个市场的小伙伴有理有据的解答下不。",
    "date": "2026-02-05 08:50:26",
    "date_only": "2026-02-05",
    "timestamp": 1770281426.0,
    "likes": 214,
    "retweets": 6,
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    "substance_score": 3.856,
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  {
    "id": "1982473495318859883",
    "text": "最近二级建了不少Holo的仓位，今天跟 @0xcryptowizard 和 @allen_su1024 闲聊，恰好大家都在这几天建了仓😂，聊聊逻辑：\n- 关注二级比较多的朋友应该注意到这几天二级资金已经在炒AI第二春了，可以看下Virtual和AIXBT，连ACT都拉盘了。二级的启动信号挺明显的。\n\n-",
    "date": "2025-10-26 15:44:48",
    "date_only": "2025-10-26",
    "timestamp": 1761493488.0,
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    "substance_score": 4.256,
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  {
    "id": "2052991964946346342",
    "text": "中文CT现状⬇️\n链上没法喊，喊了就是你攒局=需要你负责；\n妖币没法喊，喊了车重庄看到流动性进来包砸的，喊单能量越大的kol越不能喊；\n山寨没法喊，喊了你大概率是接了广子；\n方法论不能说，说了自己还怎么赚钱；\n\n能喊的⬇️\n大盘btc和eth（已经没什么波动了）\n美股\n贵金属",
    "date": "2026-05-09 06:00:01",
    "date_only": "2026-05-09",
    "timestamp": 1778306401.0,
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    "substance_score": 4.398000000000001,
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  },
  {
    "id": "2002010278846992510",
    "text": "币安改了Perp的listing规则之后\n项目方是骡子是驴很快就看出来了\n这两天有几个上Alpha的我其实是有perp预期的\n一看开盘，又是高开+毫无护盘痕迹+一大堆空投\n一点买的欲望都没有\n大多是国外项目方\n挺好的\n垃圾资产就上个Alpha就下班吧\n2年白干☺️",
    "date": "2025-12-19 13:37:00",
    "date_only": "2025-12-19",
    "timestamp": 1766151420.0,
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  {
    "id": "2012009313116750011",
    "text": "这就是为什么现在没人玩山寨。山寨币只能做两波确定性机会，1. 开盘跟空投合力向下空，2. 上了alpha赌项目方需要维护价格上币安合约和现货，谁当holder谁傻逼。",
    "date": "2026-01-16 03:49:36",
    "date_only": "2026-01-16",
    "timestamp": 1768535376.0,
    "likes": 84,
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  },
  {
    "id": "1947342764695556449",
    "text": "@rocenger Cheems跟着BNB Meme大行情走吧，不过Cheems大户都是身边人，共识挺好的，庄也有钱护的住盘，下限比较高，上限就看能不能拉到更多二级买盘了",
    "date": "2025-07-21 17:07:49",
    "date_only": "2025-07-21",
    "timestamp": 1753117669.0,
    "likes": 8,
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  {
    "id": "2064199337392099829",
    "text": "@memekiller365 哈哈 主要是实在是看好rwa 美股这块的标的就circle一个 不想错过自己看得懂的机会 不过btc爆跌circle开始跟跌的时候确实该果断走 找下一个支撑",
    "date": "2026-06-09 04:14:07",
    "date_only": "2026-06-09",
    "timestamp": 1780978447.0,
    "likes": 5,
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  },
  {
    "id": "2061692060626030642",
    "text": "@CryptoPandasim 我到不太会这个位置去做空mstr，短期还是会跟着btc走，周期底部时也通常比btc更早见底",
    "date": "2026-06-02 06:11:06",
    "date_only": "2026-06-02",
    "timestamp": 1780380666.0,
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    "substance_score": 4.368,
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  {
    "id": "1988039006840647776",
    "text": "@bryant333168 Pump的还好到明年才解锁，hyperliquid的11月底确实要解锁一个巨大的，所以最近我也不敢接hype",
    "date": "2025-11-11 00:20:09",
    "date_only": "2025-11-11",
    "timestamp": 1762820409.0,
    "likes": 3,
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    "text_len": 68,
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    "substance_score": 3.57,
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  },
  {
    "id": "1980494761640489387",
    "text": "Giggle上了合约以后洗了两周了，刚在这个位置建了仓。这轮我在二级meme上犯了一个很大的错，之前TST Mubarak和Sol meme产生的路径依赖让我觉得上了二级就是终点，一定会浇给。 https://t.co/zNMwaLs7tv",
    "date": "2025-10-21 04:42:01",
    "date_only": "2025-10-21",
    "timestamp": 1761021721.0,
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    "jev_confidence": 0.79,
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  },
  {
    "id": "1902007606849454335",
    "text": "大学刚毕业那会儿，跟一位A股大游资前辈交流学习，他有句话让我到今天交易中都受益匪浅：“分歧”才是上涨动力，“共识”不是。\n\nA股和币圈真的挺像的，都是炒热点和情绪，在A股叫“新题材”，到了币圈叫“新叙事”。\n\n所有“新叙事”都可以被归类成，1. 新瓶装新酒、2. 新瓶装老酒、3. 老瓶装老酒。",
    "date": "2025-03-18 14:42:05",
    "date_only": "2025-03-18",
    "timestamp": 1742308925.0,
    "likes": 413,
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    "text_len": 147,
    "curation_score": 784.8,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1902007606849454335",
    "substance_score": 4.849,
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    "jev_confidence": 0.61,
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  },
  {
    "id": "1960181362918592541",
    "text": "wlfi后续的博弈空间我觉得还是不小的，分享一些我的思路。\n- wlfi最低垂的果实是取代掉fdusd的地位，bn强推usd1的意图在几个月前就很明显了。\n- 美国6月份通过的“Genius",
    "date": "2025-08-26 03:23:49",
    "date_only": "2025-08-26",
    "timestamp": 1756178629.0,
    "likes": 235,
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    "substance_score": 4.697,
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    "jev_confidence": 0.65,
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  },
  {
    "id": "1907323588660887607",
    "text": "看巫师这篇感触挺深的。在Evan上体验过一次builder之后，发现builder真是最差的角色。是资产就一定会有涨跌，不要说大户builder能否影响结局，项目方自己也只是在流动性海洋中等待上潮期的孤帆，大部分等不到潮水，而等到潮水的那些，在落潮后，builder就成了众矢之的，但是“潮水”都有退潮的时候，这是",
    "date": "2025-04-02 06:45:54",
    "date_only": "2025-04-02",
    "timestamp": 1743576354.0,
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    "curation_score": 570.5,
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    "url": "https://x.com/Michael_Liu93/status/1907323588660887607",
    "substance_score": 4.483,
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    "jev_confidence": 0.4,
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  },
  {
    "id": "2060221761745219694",
    "text": "我觉得多用下RWA就不太可能会对CRCL bearish。昨天Timo和lam在QNT盘前买进去，现在已经吃了30%了，而美股那边6月4号才开盘，开盘大概率会跟CBRS一样，开盘就已经被市场充分定价，只能吃RWA资金的尾气。",
    "date": "2026-05-29 04:48:39",
    "date_only": "2026-05-29",
    "timestamp": 1780030119.0,
    "likes": 122,
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    "substance_score": 4.449,
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  },
  {
    "id": "2037822515788267668",
    "text": "喜欢交易A类的图，跟着大盘走，反弹比大盘弱，控筹看起来差，可以空。B和C主动痕迹太重，薛定谔的操盘，你开多仓位大点就跌，你开空仓位大点就拉。\n\n现在看到有明显主动做市痕迹的标的都会拉黑，合约庄爱玩你自己玩去吧。",
    "date": "2026-03-28 09:22:03",
    "date_only": "2026-03-28",
    "timestamp": 1774689723.0,
    "likes": 65,
    "retweets": 2,
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    "isReply": false,
    "text_len": 105,
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    "substance_score": 4.651,
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  },
  {
    "id": "1881228809808302404",
    "text": "@block1_sin 对的，另外弃盘风险还是得看是不是明牌项目方，然后是否还在持续build",
    "date": "2025-01-20 06:34:34",
    "date_only": "2025-01-20",
    "timestamp": 1737354874.0,
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    "text_len": 47,
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  },
  {
    "id": "1632556948867682305",
    "text": "@0xmster 跟你说个有趣的信息，现在APT的一级份额售价都在6刀以下，而且也没什么人买",
    "date": "2023-03-06 01:41:22",
    "date_only": "2023-03-06",
    "timestamp": 1678066882.0,
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  },
  {
    "id": "1857985163621446003",
    "text": "@0xcryptowizard @gmgnai dca我理解也得给私钥，这个是直接让他们到了某个价格点操作买入，另一个方法就是加池子的办法，但每次下单都需要直接上链，加池子gas fee巨贵，取消得再上链一次",
    "date": "2024-11-17 03:12:37",
    "date_only": "2024-11-17",
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    "substance_score": 3.4570000000000003,
    "jev_is_substantive": 0.4,
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    "id": "2097228456295796843",
    "text": "为什么说飞轮？4stock涨，带领bnc池子上涨，bnc上涨带动bnb上涨，bnb和bnc池子涨进一步带动4stock上涨，今天盘前bnc已经拉了20%了。把这个搞起来符合币安的所有利益。 https://t.co/q7Tt93SQ9g",
    "date": "2026-09-08 07:40:03",
    "date_only": "2026-09-08",
    "timestamp": 1788853203.0,
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  {
    "id": "2031252902178861513",
    "text": "我觉得原油很有可能会跟上个月黄金/白银一样，暴跌后再来一波大反弹，伊朗要是准备这么投了就不会选一个父亲老婆女儿都被美国杀了的人当新任最高领导了。实在想不到这波特朗普还怎么TACO成功，只要继续打，控制石油出口就是伊朗最大的反制手段。\n\n还没建仓，准备先等三四天看看情况，有不同看法的吗？",
    "date": "2026-03-10 06:16:45",
    "date_only": "2026-03-10",
    "timestamp": 1773123405.0,
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  {
    "id": "1920859791158661217",
    "text": "之前复盘过，Holo操盘Ava那波操盘的实在有点牛逼，这个新的预售准备打一些，不过因为没有硬顶，会等截止前看打了多少sol，算下隐含市值合适不合适再打",
    "date": "2025-05-09 15:13:56",
    "date_only": "2025-05-09",
    "timestamp": 1746803636.0,
    "likes": 51,
    "retweets": 9,
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  {
    "id": "2034621998710784458",
    "text": "@CryptoRounder 可以拉一下bmnr的市值跟他持有的eth的nav折扣率就知道如果真正熊了会不会有源源不断的买盘支持市值了。这才熊了半年，如果是三年呢？",
    "date": "2026-03-19 13:24:20",
    "date_only": "2026-03-19",
    "timestamp": 1773926660.0,
    "likes": 16,
    "retweets": 0,
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  {
    "id": "1754469804512297444",
    "text": "1/2 昨晚看到Pandora的erc-404协议后非常兴奋，nftfi赛道这三年在这么多项目上砸了这么多钱去解决nft投资门槛高和流动性的问题，不管是blur优化交易效率，还是partybid碎片化，或是benddao这种质押去解放资金效率，却一直没有出现一个足够好的解决方案 $Pandora",
    "date": "2024-02-05 11:39:32",
    "date_only": "2024-02-05",
    "timestamp": 1707133172.0,
    "likes": 8,
    "retweets": 1,
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    "isReply": false,
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  {
    "id": "2040034713709187464",
    "text": "@Crypto_Cat888 之前还是20m 然后是10m 现在是5m，流动性差，上的币多了以后底越来越低",
    "date": "2026-04-03 11:52:32",
    "date_only": "2026-04-03",
    "timestamp": 1775217152.0,
    "likes": 7,
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    "substance_score": 3.4479999999999995,
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  {
    "id": "1916134260215550050",
    "text": "@0xDave852 1. 得有监管主体，crypto这块儿不透明，比如这种妖币是该sec来管还是证监会管\n2. 不一定。控筹紧意味着拉盘成本更低，肯定越高越好，90%以上算比较高了\n3. 没太理解这个问题。定价是想说给funding rate做资产化嘛？ena类似的逻辑？",
    "date": "2025-04-26 14:16:22",
    "date_only": "2025-04-26",
    "timestamp": 1745676982.0,
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  {
    "id": "2069987728503296455",
    "text": "@Hans2140btc 不喜欢做下跌趋势的反弹，尤其是这种已经弹过好几次的，盈亏比越来越差",
    "date": "2026-06-25 03:35:07",
    "date_only": "2026-06-25",
    "timestamp": 1782358507.0,
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  {
    "id": "1939925999698780355",
    "text": "@agintender 币圈的受众跟美股那边挺不太一样，尤其是链上那批人，大家没那么care资产质量，链上只要有大波动就会吸引人来玩，而大波动在币圈是可以不受监管的人为制造的",
    "date": "2025-07-01 05:56:15",
    "date_only": "2025-07-01",
    "timestamp": 1751349375.0,
    "likes": 3,
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    "substance_score": 4.0920000000000005,
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  },
  {
    "id": "2098686554617340327",
    "text": "这两天有几个朋友跟我说，build的庄又在放要攒新盘的消息了，说有资源上alpha和合约。这段时间stock meme热度高，肯定会有很多dev想趁着币安的上币窗口搞一个合约盘子出来。\n\n但能明显感觉到，最近币安的上币策略还是非常尊重市场和热度的，包括上pons和amc这些robinhood的币，好事是在现在这个市场，纯阴谋盘在bsc已经基本跑不出来了。  IQ test",
    "date": "2026-09-12 08:14:00",
    "date_only": "2026-09-12",
    "timestamp": 1789200840.0,
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    "substance_score": 3.9859999999999998,
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  },
  {
    "id": "1891741145857986582",
    "text": "不想fud，不过这次来香港参会，见顶信号多的让我不舒服，3个月前在devcon还没这种感受：\n\n1. 会场挤满了人，一场场side event快2000人\n2. 美女格外多，尤其是新入圈的女kol\n3. 所有人，不管是vc还是原来meme团队，都在攒AI项目，希望等市场稍微回暖一点就能发",
    "date": "2025-02-18 06:46:50",
    "date_only": "2025-02-18",
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  },
  {
    "id": "1996233592201208224",
    "text": "刚正好跟朋友在聊今天爆拉的BOB这个币，聊到我现在山寨币只玩两种币，纯新币和纯老币，很少很少会去碰“次新币”。\n\n先说什么是次新币？\n“第一波空投+交易所给出去的筹码已经收回来了，但投资人还没开始解锁的币” 就是次新币",
    "date": "2025-12-03 15:02:31",
    "date_only": "2025-12-03",
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    "url": "https://x.com/Michael_Liu93/status/1996233592201208224",
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  },
  {
    "id": "1877966854825861473",
    "text": "最近看了好几个VC项目方下场搓盘子，只看懂了第二部分“控筹”要紧，没看懂第四部分“传播”。\n\n链上是注意力经济，你不放早期的人买进来，一层层的去做传播，直接一根针打到几千万甚至上亿，谁会去帮你去做传播啊？",
    "date": "2025-01-11 06:32:43",
    "date_only": "2025-01-11",
    "timestamp": 1736577163.0,
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    "jev_confidence": 0.68,
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  },
  {
    "id": "1856343330734665983",
    "text": "大家理性看帖，别联想，别引战，我想表达的是大家想抓金狗的话就少去内盘pvp，具体是内盘拿了4%、5%、还是10%，不重要，你知道内盘抢这么大的份额，稍微专业点的dev一定会把你洗走或者换盘子就行了，写这个帖子的时候真没特指谁。",
    "date": "2024-11-12 14:28:33",
    "date_only": "2024-11-12",
    "timestamp": 1731421713.0,
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  },
  {
    "id": "1905846436895314217",
    "text": "唉，是真的想给你们教会，别再被割了。不会玩的耐心拿好子弹，等市场好转一些再玩，流动性好的时候，庄都格局，流动性越差的时候，庄越恶",
    "date": "2025-03-29 04:56:14",
    "date_only": "2025-03-29",
    "timestamp": 1743224174.0,
    "likes": 75,
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  },
  {
    "id": "1947344498578887040",
    "text": "@0xActuli Pnut确实比较弱，启动可以追，不启动的话我不会拿着，这个币一直都是拉升一两天拉完，然后一直跌",
    "date": "2025-07-21 17:14:43",
    "date_only": "2025-07-21",
    "timestamp": 1753118083.0,
    "likes": 9,
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    "substance_score": 4.005,
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  {
    "id": "2097431894027841573",
    "text": "@HuoYean 所以我两个都买，cz搞错火星币可能是意外，但four喊bnc meme不会是喊错，我是觉得build那边肯定是有项目方在做，上所资源会更好，4stock有热度 有车头 有合力。",
    "date": "2026-09-08 21:08:26",
    "date_only": "2026-09-08",
    "timestamp": 1788901706.0,
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    "isReply": true,
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  },
  {
    "id": "1905336615742144935",
    "text": "@MNson11 龙头fdv越高就会吸引越多sol的流动性进bsc和更多牛逼的发币集团进来玩，市场自会“拆分”。吸引不来外部流动性，内部流动性拆的越碎越快，生态就会越差，因为越来越p，上限越来越低",
    "date": "2025-03-27 19:10:23",
    "date_only": "2025-03-27",
    "timestamp": 1743102623.0,
    "likes": 4,
    "retweets": 0,
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    "isReply": true,
    "text_len": 98,
    "curation_score": 17.1,
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    "jev_confidence": 0.32,
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  },
  {
    "id": "1866726391657664797",
    "text": "@jiunian 但banana gun的主场优势在eth上，如果eth上的meme都只能到sol上来获取流动性了，那以后新的meme为啥不直接在sol上发就得了😂。",
    "date": "2024-12-11 06:07:08",
    "date_only": "2024-12-11",
    "timestamp": 1733897228.0,
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  {
    "id": "2063943417865048260",
    "text": "I love the cadence of this chart\n\nBitcoin % of Supply in Profit/Loss\n\nAs I said previously, you start looking for major market cycle bottoms *after* they cross, not before.\n\nThey just crossed.\n\nSuch a great chart for keeping people on the right side of the market in midterm years",
    "date": "2026-06-08 11:17:11",
    "date_only": "2026-06-08",
    "timestamp": 1780917431.0,
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    "substance_score": 4.871,
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  {
    "id": "2087306430064025913",
    "text": "最近大家都在抱怨btc没波动，太难做了。\n\n信我，这其实是一个很好的底部信号，过去两轮周期底的时候比现在波动还要小，行情更干。现在是要慢慢埋伏长线现货单的时候，就别盯着这点波动去频繁交易了，如果你现在一直波，几乎一定会在周期反转启动的第一根针卖飞，浪费了宝贵的四年一次的底部建仓机会。",
    "date": "2026-08-11 22:33:27",
    "date_only": "2026-08-11",
    "timestamp": 1786487607.0,
    "likes": 285,
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    "substance_score": 4.912,
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  {
    "id": "1831060597213168044",
    "text": "上午刚拿DOGS作为例子解释做市商是如何通过合约出货的，下午就收到了几条阴阳怪气的私信，大致逻辑是：DOGS流量大、全流通、这么多交易所庄实力雄厚、庄没必要这个位置出货，看的我实在是哭笑不得。我想分享一下交易山寨币你该有的最基础的\"规则\"，可以大致归纳为5条“自问”，这5条全是真金白银交过学费",
    "date": "2024-09-03 20:04:00",
    "date_only": "2024-09-03",
    "timestamp": 1725393840.0,
    "likes": 285,
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    "url": "https://x.com/Michael_Liu93/status/1831060597213168044",
    "substance_score": 4.816,
    "jev_is_substantive": 0.85,
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    "jev_confidence": 0.73,
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    "is_mental_model": true
  },
  {
    "id": "2017112289980404222",
    "text": "现在的btc、美股、贵金属其实用去年的链上meme泡沫解释下就很容易明白了。\n\n黄金确实拉飞了，大宗资产拉飞的核心叙事是“全球的去美元化”，黄金的流动性也确实溢出了，溢出到了银、铂金、钯金、铝、铜。",
    "date": "2026-01-30 05:47:00",
    "date_only": "2026-01-30",
    "timestamp": 1769752020.0,
    "likes": 244,
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    "substance_score": 4.656000000000001,
    "jev_is_substantive": 0.81,
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    "quality_score": 4.656000000000001,
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  },
  {
    "id": "1890573194815295760",
    "text": "真是活久见了，阿根廷发币直接加单边池掏池子，3小时掏出来87m（肯定还不包括开盘买了自己倒的），以后还骂币圈卖铲子的吸血吗？挺好的，Libra和Car这么搞了两次之后，市场看清这帮政府就是下场把币圈当肉便器在用的，主线这次又要变了。",
    "date": "2025-02-15 01:25:49",
    "date_only": "2025-02-15",
    "timestamp": 1739582749.0,
    "likes": 208,
    "retweets": 25,
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    "text_len": 116,
    "curation_score": 665.0,
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    "substance_score": 4.284,
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    "jev_confidence": 0.56,
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    "is_mental_model": false
  },
  {
    "id": "1919967602241307123",
    "text": "分享点alpha，目前的二级游戏版本有两个不错盈亏比的策略，第一是alpha首发等空投的浇给一波，然后在链上买，博一波项目方拉盘上合约或现货，这里散户是跟庄有向上合力的。第二个就是上了币安或upbit现货之后找机会空，你也是跟庄有向下合力的。",
    "date": "2025-05-07 04:08:42",
    "date_only": "2025-05-07",
    "timestamp": 1746590922.0,
    "likes": 190,
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    "curation_score": 625.9,
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    "url": "https://x.com/Michael_Liu93/status/1919967602241307123",
    "substance_score": 4.9,
    "jev_is_substantive": 0.88,
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    "jev_confidence": 0.98,
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    "jev_has_rule": 0.15,
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  },
  {
    "id": "1961338424922906644",
    "text": "Block真得多关注关注，这两天先建了10wu的底仓，如果给回调会加仓，分享下逻辑：\n- wlfi要做生态给usd1找应用场景，生态里有一大堆干儿子币，但只有俩个币是wlfi团队自己下场做的亲儿子币，一个是wlfi CTO做的dolo（做defi的，已经上bn现货了），另一个是wlfi",
    "date": "2025-08-29 08:01:35",
    "date_only": "2025-08-29",
    "timestamp": 1756454495.0,
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    "substance_score": 4.454,
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  },
  {
    "id": "2088218278544212397",
    "text": "哈哈，Anthropic的分歧是真的大，不然币安 OK盘前也不可能才1.5-1.6万亿了。\n\n上轮近1万亿融的，IPO定价不可能低于1.5万亿的，然后还要给第一天上涨留空间，就算你不给任何市场fomo的空间，现在币安盘前的价格也没什么往下的空间\n\n这种在我看来保本捡钱的机会，咱们拭目以待",
    "date": "2026-08-14 10:56:49",
    "date_only": "2026-08-14",
    "timestamp": 1786705009.0,
    "likes": 70,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2088218278544212397",
    "substance_score": 3.9320000000000004,
    "jev_is_substantive": 0.61,
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    "jev_confidence": 0.84,
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    "is_mental_model": false
  },
  {
    "id": "1901847358985613610",
    "text": "按涨幅大到小：新的ai标的 > 未宣发的ai老标的（团队一定会趁机搞事情）>老的ai标的应该会微涨（如果已经派发过一波的就别上了，情绪冲起来庄大概率也是浇给一波，因为控不住盘想做长线也很难做了）",
    "date": "2025-03-18 04:05:19",
    "date_only": "2025-03-18",
    "timestamp": 1742270719.0,
    "likes": 68,
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    "text_len": 103,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1901847358985613610",
    "substance_score": 4.596,
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    "jev_domain": "meme_pvp",
    "jev_confidence": 0.25,
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    "is_mental_model": false
  },
  {
    "id": "1850603893618770068",
    "text": "今天在跟巫师讨论到底是买ai16z还是degenai，我的答案会更偏向于买ai16z，原因很简单，因为大家现在还在把它当meme在炒，而ai16z这个名字就已经足够有“龙头”感（也是a16z直接去互动的账号），大家在炒这个事的预期也都在a16z会把这个盘子做的更大。而degenai则更多是ai投资助手概念，而收益捕获去燃烧",
    "date": "2024-10-27 18:22:05",
    "date_only": "2024-10-27",
    "timestamp": 1730053325.0,
    "likes": 26,
    "retweets": 1,
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    "isReply": true,
    "text_len": 162,
    "curation_score": 134.3,
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    "url": "https://x.com/Michael_Liu93/status/1850603893618770068",
    "substance_score": 4.008,
    "jev_is_substantive": 0.7,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.7,
    "jev_depth": 1.68,
    "jev_has_rule": 0.04,
    "quality_score": 4.008,
    "is_mental_model": false
  },
  {
    "id": "1956345436144627883",
    "text": "@suosunsum @cryptopainter 他要是虚拟盘，就不会出现上游券商要查它的资金了",
    "date": "2025-08-15 13:21:13",
    "date_only": "2025-08-15",
    "timestamp": 1755264073.0,
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    "isReply": true,
    "text_len": 49,
    "curation_score": -15.8,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1956345436144627883",
    "substance_score": 3.162,
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  {
    "id": "1868548498947477710",
    "text": "@sanzhang273744 @xifenghe51509 任何金融市场都是信息差的游戏，二级和美股更是，最简单的例子就是你玩meme知道某项目方格局大点，那你就比随便乱冲的人有优势，很多这些信息也是你能爬出来或者去混社区混多了就能知道的。Meme币比VC币的好处不在于消除了信息差，而在于大家都有底部参与拿到大倍数的机会，能不能抓住就各凭本事了，有",
    "date": "2024-12-16 06:47:32",
    "date_only": "2024-12-16",
    "timestamp": 1734331652.0,
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    "text_len": 176,
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    "url": "https://x.com/Michael_Liu93/status/1868548498947477710",
    "substance_score": 4.212,
    "jev_is_substantive": 0.83,
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    "jev_confidence": 0.99,
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    "is_mental_model": false
  },
  {
    "id": "2053677410881884471",
    "text": "现在meme要想走得久走得远，是需要持续曝光的，持续曝光则需要叙事和利好的不断迭代，而不止是发推cx建设。你回顾下tst、mubarak、币安人生、giggle，哪个是被cx建设起来的？不都是cz和一姐在不同阶段的互动让meme的叙事更饱满，市值越来越高？ https://t.co/xgGrr7NO7z",
    "date": "2026-05-11 03:23:44",
    "date_only": "2026-05-11",
    "timestamp": 1778469824.0,
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    "url": "https://x.com/Michael_Liu93/status/2053677410881884471",
    "substance_score": 4.667,
    "jev_is_substantive": 0.63,
    "jev_domain": "meme_pvp",
    "jev_confidence": 1.0,
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    "is_mental_model": false
  },
  {
    "id": "1954105953089183851",
    "text": "Gen call完4倍了，我本都还没出，一直拿着的逻辑也很简单，了解背后有几个VC在抱团买，以我的了解，链上那点钱这种庄看不上也收割不出来，先看100m，二级见。 https://t.co/uV8VWc2euF",
    "date": "2025-08-09 09:02:19",
    "date_only": "2025-08-09",
    "timestamp": 1754730139.0,
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    "url": "https://x.com/Michael_Liu93/status/1954105953089183851",
    "substance_score": 4.816999999999999,
    "jev_is_substantive": 0.74,
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    "jev_confidence": 0.6,
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    "is_mental_model": true
  },
  {
    "id": "1856281879659589882",
    "text": "又来挖坟了，二级合约单这么高风险，我能发出来给你们直播开帖“炫技”一定是我有至少9成把握的，只要不是被庄看到定点搞我就没事。这种已经实时捕捉到庄把空单建进去了，不管如何，也不该继续拿现货和合约多单了，如果你看好他以后拉，就等他空单平掉了再说，这周行情这么好，多头的标选什么不好，非选 https://t.co/c0n261nHh4",
    "date": "2024-11-12 10:24:22",
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    "url": "https://x.com/Michael_Liu93/status/1856281879659589882",
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  },
  {
    "id": "1972598839082377445",
    "text": "拿Upbit刚上的Orderly举个例子，这种标的空的话我就会很谨慎，因为洗过一年了，明显控筹控的很高了。上了upbit是要浇给还是继续拉，说白了就看是合约对手盘多还是韩国韭菜多了。 https://t.co/19wEpx1urM",
    "date": "2025-09-29 09:46:27",
    "date_only": "2025-09-29",
    "timestamp": 1759139187.0,
    "likes": 38,
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    "url": "https://x.com/Michael_Liu93/status/1972598839082377445",
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    "jev_is_substantive": 0.78,
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  },
  {
    "id": "1908954709903450291",
    "text": "喝多了，原谅话唠多说两句😅。市场其实是有很多“错配”时刻的，接受这个市场一点也不“效率”，且可能比你想的要更“傻”、更情绪化，很多时候一个人说的话或者一条新闻就能在短期带来这种“错配”，但最终流动性在哪，天枰就会倒向哪，这是任何人或物都改变不了的结果。",
    "date": "2025-04-06 18:47:24",
    "date_only": "2025-04-06",
    "timestamp": 1743965244.0,
    "likes": 58,
    "retweets": 4,
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    "text_len": 126,
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    "substance_score": 4.193,
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  },
  {
    "id": "1923781244548153434",
    "text": "@crypto_biubiu 我觉得可能的问题：\n1. 仓位是不是有点过重了，这市场不缺机会，没必要一笔交易这么重仓，杠杆拉的容错空间也小\n2. 看alpaca和tst这两笔大的操作，是不是可以换个思路，考虑去没这么拥挤的地方捞钱",
    "date": "2025-05-17 16:42:45",
    "date_only": "2025-05-17",
    "timestamp": 1747500165.0,
    "likes": 33,
    "retweets": 1,
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    "isReply": true,
    "text_len": 115,
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    "url": "https://x.com/Michael_Liu93/status/1923781244548153434",
    "substance_score": 4.255,
    "jev_is_substantive": 0.82,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.99,
    "jev_depth": 1.67,
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    "quality_score": 4.255,
    "is_mental_model": true
  },
  {
    "id": "1834097952698384652",
    "text": "现在一级市场的庄盘的操盘手法越来越专业了，后面一级会越来越二级化。之前评论区问我怎么做链上分析去找庄的数据的，可以去拿主网的Cate做个练习，有54个已知的庄的囤货钱包，然后有2个主操盘钱包，看看你能不能找出来。",
    "date": "2024-09-12 05:13:22",
    "date_only": "2024-09-12",
    "timestamp": 1726118002.0,
    "likes": 31,
    "retweets": 3,
    "replies": 6,
    "views": 15482,
    "isReply": false,
    "text_len": 106,
    "curation_score": 206.5,
    "is_featured": true,
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    "substance_score": 4.263,
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    "jev_domain": "onchain_flow",
    "jev_confidence": 0.99,
    "jev_depth": 1.67,
    "jev_has_rule": 0.03,
    "quality_score": 4.263,
    "is_mental_model": false
  },
  {
    "id": "1869577478169346322",
    "text": "@lswayyu 嗯嗯明白，强庄盘是市场差的的时候能护盘，市场好的时候能配合情绪拉盘，等过几天meme的流动性回到sol就好一些了",
    "date": "2024-12-19 02:56:20",
    "date_only": "2024-12-19",
    "timestamp": 1734576980.0,
    "likes": 3,
    "retweets": 0,
    "replies": 1,
    "views": 569,
    "isReply": true,
    "text_len": 65,
    "curation_score": 20.6,
    "is_featured": true,
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    "substance_score": 4.083,
    "jev_is_substantive": 0.77,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.84,
    "jev_depth": 1.67,
    "jev_has_rule": 0.04,
    "quality_score": 4.083,
    "is_mental_model": false
  },
  {
    "id": "2098422594307494388",
    "text": "@0xEggg bnc4链上没货啊，拉出溢价就没人买了，都知道套利进来的话要砸",
    "date": "2026-09-11 14:45:07",
    "date_only": "2026-09-11",
    "timestamp": 1789137907.0,
    "likes": 2,
    "retweets": 0,
    "replies": 3,
    "views": 2189,
    "isReply": true,
    "text_len": 39,
    "curation_score": -22.6,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2098422594307494388",
    "substance_score": 3.757,
    "jev_is_substantive": 0.6,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.64,
    "jev_depth": 1.67,
    "jev_has_rule": 0.06,
    "quality_score": 3.757,
    "is_mental_model": false
  },
  {
    "id": "1896478736612303250",
    "text": "最近链上机会少，很多人开始玩二级了，还是想提醒下，如果你没有自己的交易系统，只去跟单或者拍脑袋决策，二级和合约的难度比链上大多了。推荐三个我的二级宝藏信息源，都是国外博主，着重关注他们的youtube长视频，都是授人以渔为主，就算给鱼也会把完整的逻辑讲的很清晰的交易员（我每天至少会花半 https://t.co/KiEfLQUne7",
    "date": "2025-03-03 08:32:20",
    "date_only": "2025-03-03",
    "timestamp": 1740990740.0,
    "likes": 1081,
    "retweets": 259,
    "replies": 101,
    "views": 231419,
    "isReply": false,
    "text_len": 167,
    "curation_score": 835,
    "is_featured": true,
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      "images/1896478736612303250_1.jpg",
      "images/1896478736612303250_2.jpg"
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    "url": "https://x.com/Michael_Liu93/status/1896478736612303250",
    "substance_score": 5.254,
    "jev_is_substantive": 0.82,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.96,
    "jev_depth": 1.66,
    "jev_has_rule": 0.03,
    "quality_score": 5.254,
    "is_mental_model": true
  },
  {
    "id": "2083922287343149442",
    "text": "半年时间，hyperliquid上75%的交易量已经是RWA资产了（美股、贵金属、原油），我估计这个趋势在其他cex上也差不多。\n\n我估计这个数字这轮周期应该会去90%以上，而增量全部来源于吸血传统券商的用户。\n\n很多人可能还没理解，光是能24/7小时交易这一件事对比还在用传统券商的交易者是多么大的相对优势。",
    "date": "2026-08-02 14:26:05",
    "date_only": "2026-08-02",
    "timestamp": 1785680765.0,
    "likes": 171,
    "retweets": 22,
    "replies": 47,
    "views": 54339,
    "isReply": false,
    "text_len": 155,
    "curation_score": 566.2,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2083922287343149442",
    "substance_score": 4.696,
    "jev_is_substantive": 0.88,
    "jev_domain": "onchain_flow",
    "jev_confidence": 0.55,
    "jev_depth": 1.66,
    "jev_has_rule": 0.02,
    "quality_score": 4.696,
    "is_mental_model": true
  },
  {
    "id": "1878312110993875138",
    "text": "昨天有个项目方朋友问我，能不能推荐几个既非常配合项目方，同时喊单能量又很强的链上kol啊。\n\n我认真想了下，好像的确没有，我想到的几个喊单能量特别强的kol都本身是很优秀的投资人，好像单拎出来一个都比大部分项目方有钱，喊单能量强也是因为人家眼光好，能抓住市场热点的机会，所以跟的人才多。",
    "date": "2025-01-12 05:24:39",
    "date_only": "2025-01-12",
    "timestamp": 1736659479.0,
    "likes": 148,
    "retweets": 7,
    "replies": 63,
    "views": 77936,
    "isReply": false,
    "text_len": 143,
    "curation_score": 488.9,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1878312110993875138",
    "substance_score": 3.4419999999999997,
    "jev_is_substantive": 0.31,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.52,
    "jev_depth": 1.66,
    "jev_has_rule": 0.01,
    "quality_score": 3.4419999999999997,
    "is_mental_model": false
  },
  {
    "id": "2052362228498915663",
    "text": "这波lab如果结束了，你的选择不该是去贴地抄底lab，而是去想想前段时间爆拉之后现在横盘洗盘的一些妖币，现在注意力和流动性全都在lab那，庄估计都等着lab结束表演后再启动了。",
    "date": "2026-05-07 12:17:40",
    "date_only": "2026-05-07",
    "timestamp": 1778156260.0,
    "likes": 79,
    "retweets": 5,
    "replies": 65,
    "views": 23655,
    "isReply": false,
    "text_len": 88,
    "curation_score": 285.8,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2052362228498915663",
    "substance_score": 4.468,
    "jev_is_substantive": 0.88,
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    "jev_confidence": 0.59,
    "jev_depth": 1.66,
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    "quality_score": 4.468,
    "is_mental_model": true
  },
  {
    "id": "1967813211291619501",
    "text": "@0xcryptowizard @cishanjia 现在链上标的里一段能有声量然后给二段机会的都屈指可数，我印象里就一个spark给了两天时间建二段，其他玩二段都被埋了🙂‍↕️",
    "date": "2025-09-16 04:50:04",
    "date_only": "2025-09-16",
    "timestamp": 1757998204.0,
    "likes": 20,
    "retweets": 1,
    "replies": 3,
    "views": 6085,
    "isReply": true,
    "text_len": 89,
    "curation_score": 55.2,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1967813211291619501",
    "substance_score": 3.746,
    "jev_is_substantive": 0.59,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.66,
    "jev_depth": 1.66,
    "jev_has_rule": 0.04,
    "quality_score": 3.746,
    "is_mental_model": false
  },
  {
    "id": "1874083315952877665",
    "text": "@nftcrypto3 我是币安的话我也不知道该怎么上😂。如果meme项目方都想来我的平台上找流动性倒货，那想保护币安的二级散户，1. 要么我什么也不上，2. 要么我通过alpha全部都上，3. 要么我只上我控盘的，这样能确保上了我能控制。",
    "date": "2024-12-31 13:20:55",
    "date_only": "2024-12-31",
    "timestamp": 1735651255.0,
    "likes": 2,
    "retweets": 0,
    "replies": 2,
    "views": 635,
    "isReply": true,
    "text_len": 120,
    "curation_score": 89.3,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1874083315952877665",
    "substance_score": 3.7739999999999996,
    "jev_is_substantive": 0.58,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.67,
    "jev_depth": 1.66,
    "jev_has_rule": 0.15,
    "quality_score": 3.7739999999999996,
    "is_mental_model": false
  },
  {
    "id": "2099457400432713883",
    "text": "@xuanotw 大头是当时做pipe的时候1比1给的warrant，现在离行权价这么远不能算啊",
    "date": "2026-09-14 11:17:04",
    "date_only": "2026-09-14",
    "timestamp": 1789384624.0,
    "likes": 0,
    "retweets": 0,
    "replies": 1,
    "views": 1051,
    "isReply": true,
    "text_len": 48,
    "curation_score": -27.9,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2099457400432713883",
    "substance_score": 3.3579999999999997,
    "jev_is_substantive": 0.41,
    "jev_domain": "us_stocks_tech",
    "jev_confidence": 0.6,
    "jev_depth": 1.66,
    "jev_has_rule": 0.06,
    "quality_score": 3.3579999999999997,
    "is_mental_model": false
  },
  {
    "id": "1865670868086772157",
    "text": "经常看到有人CX meme的话术是：“马斯克相关概念，xxx币原来价值50m，现在只要500k，上车好机会，回到50m就是100倍”，每次看到这种就很无语。\n\n新人玩meme最大的一个误区是：只买便宜的，不买贵的。如果之前很贵后面跌下来了现在很便宜，那更愿意买了，觉得这样才有“性价比”，万一庄再拉回前高呢？ https://t.co/TS9M5a72Qk",
    "date": "2024-12-08 08:12:52",
    "date_only": "2024-12-08",
    "timestamp": 1733645572.0,
    "likes": 184,
    "retweets": 41,
    "replies": 116,
    "views": 58251,
    "isReply": false,
    "text_len": 178,
    "curation_score": 635.5,
    "is_featured": true,
    "local_images": [
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      "images/1865670868086772157_1.png"
    ],
    "url": "https://x.com/Michael_Liu93/status/1865670868086772157",
    "substance_score": 5.167,
    "jev_is_substantive": 0.78,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.83,
    "jev_depth": 1.65,
    "jev_has_rule": 0.04,
    "quality_score": 5.167,
    "is_mental_model": false
  },
  {
    "id": "1918169930610163941",
    "text": "个人观点，这个位置该往下找支撑了，btc先看86000-89000，只要这波回调不破80000，后面还是看涨 https://t.co/PPUzPTmDIr",
    "date": "2025-05-02 05:05:23",
    "date_only": "2025-05-02",
    "timestamp": 1746162323.0,
    "likes": 135,
    "retweets": 11,
    "replies": 70,
    "views": 202864,
    "isReply": false,
    "text_len": 78,
    "curation_score": 500.5,
    "is_featured": true,
    "local_images": [
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    ],
    "url": "https://x.com/Michael_Liu93/status/1918169930610163941",
    "substance_score": 5.385,
    "jev_is_substantive": 0.89,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.77,
    "jev_depth": 1.65,
    "jev_has_rule": 0.27,
    "quality_score": 5.385,
    "is_mental_model": false
  },
  {
    "id": "1961478056985645491",
    "text": "还是维持之前观点，短期内eth冲前高肯定要往下震一震才能突破，但最后牛尾的疯牛还没来，山寨也才刚启动，珍惜降息前后的每一次回调抄底，一般山寨牛尾的爆拉错过了就错过了，想追都没法追。\n\n就一条逻辑：难道Eth庄拉个前高就是让大家解个套就结束吗？\n\nHigher https://t.co/m53JOKZ8ln",
    "date": "2025-08-29 17:16:25",
    "date_only": "2025-08-29",
    "timestamp": 1756487785.0,
    "likes": 123,
    "retweets": 13,
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    "text_len": 153,
    "curation_score": 497.6,
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    "local_images": [
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    "url": "https://x.com/Michael_Liu93/status/1961478056985645491",
    "substance_score": 5.316999999999999,
    "jev_is_substantive": 0.94,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.44,
    "jev_depth": 1.65,
    "jev_has_rule": 0.08,
    "quality_score": 5.316999999999999,
    "is_mental_model": true
  },
  {
    "id": "1978024991741636708",
    "text": "我看Atom的K线已经修复回来了，也经过Alina的同意公开一下官方反馈的信息。\n\n我看币安公告中确实有提前说会修正部分k线，我理解估计是不希望大家看到这个币出现过接近归零的情况，以后挂单都不知道往哪挂好。 https://t.co/dXzA0nspq8",
    "date": "2025-10-14 09:08:02",
    "date_only": "2025-10-14",
    "timestamp": 1760432882.0,
    "likes": 101,
    "retweets": 9,
    "replies": 36,
    "views": 150184,
    "isReply": false,
    "text_len": 127,
    "curation_score": 468.5,
    "is_featured": true,
    "local_images": [
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      "images/1978024991741636708_1.jpg",
      "images/1978024991741636708_2.jpg",
      "images/1978024991741636708_3.jpg"
    ],
    "url": "https://x.com/Michael_Liu93/status/1978024991741636708",
    "substance_score": 3.7289999999999996,
    "jev_is_substantive": 0.2,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.97,
    "jev_depth": 1.65,
    "jev_has_rule": 0.02,
    "quality_score": 3.7289999999999996,
    "is_mental_model": false
  },
  {
    "id": "1973597450301534697",
    "text": "TGE开盘就是注意力和买盘最集中的时候，这几个已经上完全部大所的大卡车一旦开始派发，注意力和买盘只会逐渐消散，上方还有无数的套牢盘等着解套，团队已经掏出来的钱为什么要拉盘给散户解套，不要心存幻想去抄底，先跌一两个月再说。\n\n“If you can’t hold your short, you won’t be rich, we are",
    "date": "2025-10-02 03:54:34",
    "date_only": "2025-10-02",
    "timestamp": 1759377274.0,
    "likes": 105,
    "retweets": 8,
    "replies": 22,
    "views": 25078,
    "isReply": false,
    "text_len": 168,
    "curation_score": 321.7,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1973597450301534697",
    "substance_score": 4.513,
    "jev_is_substantive": 0.85,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.64,
    "jev_depth": 1.65,
    "jev_has_rule": 0.12,
    "quality_score": 4.513,
    "is_mental_model": false
  },
  {
    "id": "2053819213698224326",
    "text": "DTCC在7月直接下场搞美股代币化，所以赌一波未来一两个月资金开始炒作RWA，这事在我看来就是crypto未来五年的绝对主线，且你看下hype最近一个季度tradifi合约的增长就知道这个事有没有实际需求了，之前也写过一篇帖子聊这个。\nhttps://t.co/UttGMhU84t\n\nondo",
    "date": "2026-05-11 12:47:13",
    "date_only": "2026-05-11",
    "timestamp": 1778503633.0,
    "likes": 65,
    "retweets": 3,
    "replies": 4,
    "views": 23495,
    "isReply": false,
    "text_len": 147,
    "curation_score": 273.5,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2053819213698224326",
    "substance_score": 4.273,
    "jev_is_substantive": 0.82,
    "jev_domain": "us_stocks_tech",
    "jev_confidence": 0.34,
    "jev_depth": 1.65,
    "jev_has_rule": 0.02,
    "quality_score": 4.273,
    "is_mental_model": false
  },
  {
    "id": "1915220852217700745",
    "text": "@dreamxxcc522 核心原因是VC币控不住筹，庄不敢拉，怕对手盘被砸。小市值的币能操成妖币，一定是得对现货的走势有绝对的把控力的。",
    "date": "2025-04-24 01:46:48",
    "date_only": "2025-04-24",
    "timestamp": 1745459208.0,
    "likes": 20,
    "retweets": 3,
    "replies": 1,
    "views": 3607,
    "isReply": true,
    "text_len": 69,
    "curation_score": 31.2,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1915220852217700745",
    "substance_score": 4.170999999999999,
    "jev_is_substantive": 0.81,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.82,
    "jev_depth": 1.65,
    "jev_has_rule": 0.03,
    "quality_score": 4.170999999999999,
    "is_mental_model": false
  },
  {
    "id": "1888062080785465550",
    "text": "之前一直没用过Kaito，但推上讨论度很高，因为可以撸分卖币。不过我想调研一下真实需求，炒币的用户和项目方会看Kaito来决定关注哪个Kol或者跟哪个Kol合作吗？",
    "date": "2025-02-08 03:07:33",
    "date_only": "2025-02-08",
    "timestamp": 1738984053.0,
    "likes": 18,
    "retweets": 2,
    "replies": 35,
    "views": 17333,
    "isReply": false,
    "text_len": 82,
    "curation_score": 157.7,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1888062080785465550",
    "substance_score": 3.155,
    "jev_is_substantive": 0.31,
    "jev_domain": "onchain_flow",
    "jev_confidence": 0.27,
    "jev_depth": 1.65,
    "jev_has_rule": 0.02,
    "quality_score": 3.155,
    "is_mental_model": false
  },
  {
    "id": "1937521481380167885",
    "text": "回头看看近一年前写的这篇“如何挑选山寨币”的文章，你如果只买你看得懂且会用的产品、有护城河、有收入且增长、并能捕获这些收入的币，你会觉得山寨季就在当下。 https://t.co/6YwajclzcS",
    "date": "2025-06-24 14:41:33",
    "date_only": "2025-06-24",
    "timestamp": 1750776093.0,
    "likes": 102,
    "retweets": 13,
    "replies": 26,
    "views": 56355,
    "isReply": false,
    "text_len": 100,
    "curation_score": 424.7,
    "is_featured": true,
    "local_images": [
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    "url": "https://x.com/Michael_Liu93/status/1937521481380167885",
    "substance_score": 5.096,
    "jev_is_substantive": 0.87,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.93,
    "jev_depth": 1.64,
    "jev_has_rule": 0.05,
    "quality_score": 5.096,
    "is_mental_model": false
  },
  {
    "id": "1902343045225537958",
    "text": "AI到了现在阶段，如果讲的还是“做个有趣的小工具”，或是“注意力经济”的故事，真的没人会买账了，还不如去发个meme。\n\n我看bsc马上要黑客松了，想对有参与想法的AI团队一个建议，请你参赛发币之前先问自己三个问题：\n\n1. 你做的产品是否对用户有价值创造（大概率在资产发行端和交易端最好找）\n2.",
    "date": "2025-03-19 12:55:00",
    "date_only": "2025-03-19",
    "timestamp": 1742388900.0,
    "likes": 107,
    "retweets": 9,
    "replies": 43,
    "views": 57795,
    "isReply": false,
    "text_len": 149,
    "curation_score": 468.1,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1902343045225537958",
    "substance_score": 4.226,
    "jev_is_substantive": 0.75,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.28,
    "jev_depth": 1.64,
    "jev_has_rule": 0.02,
    "quality_score": 4.226,
    "is_mental_model": false
  },
  {
    "id": "1876936544864350309",
    "text": "@BamfordZan92274 任何一个牛逼的Meme都要经历多次80%的下跌，上轮的shib跌了四五次的90%以上，只要还看好这个meme，Evan那个团队也还在持续build，就静等流动性重回meme。",
    "date": "2025-01-08 10:18:38",
    "date_only": "2025-01-08",
    "timestamp": 1736331518.0,
    "likes": 26,
    "retweets": 1,
    "replies": 1,
    "views": 3028,
    "isReply": true,
    "text_len": 104,
    "curation_score": 73.1,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1876936544864350309",
    "substance_score": 3.988,
    "jev_is_substantive": 0.72,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.97,
    "jev_depth": 1.64,
    "jev_has_rule": 0.04,
    "quality_score": 3.988,
    "is_mental_model": false
  },
  {
    "id": "1873739829311320300",
    "text": "@wjwang164090797 这个例子举得好，都知道meme热钱在被AI板块吸，散户在跑，看看Pnut、luce、ban、lester都崩下几个台阶了，evan还没崩说明了什么呢？",
    "date": "2024-12-30 14:36:02",
    "date_only": "2024-12-30",
    "timestamp": 1735569362.0,
    "likes": 8,
    "retweets": 0,
    "replies": 5,
    "views": 2481,
    "isReply": true,
    "text_len": 92,
    "curation_score": 42.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1873739829311320300",
    "substance_score": 3.7119999999999997,
    "jev_is_substantive": 0.61,
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    "jev_confidence": 0.95,
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    "quality_score": 3.7119999999999997,
    "is_mental_model": false
  },
  {
    "id": "1869428881083773426",
    "text": "@justinhayei @0xCryptoWing 没人知道，庄自己也不知道，能做多大、成功不成功不是只看庄的，还要看市场接受度、市场fomo程度。有的币庄都卖飞了，还能继续拉",
    "date": "2024-12-18 17:05:52",
    "date_only": "2024-12-18",
    "timestamp": 1734541552.0,
    "likes": 4,
    "retweets": 0,
    "replies": 2,
    "views": 767,
    "isReply": true,
    "text_len": 89,
    "curation_score": 32.5,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1869428881083773426",
    "substance_score": 3.864,
    "jev_is_substantive": 0.69,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.53,
    "jev_depth": 1.64,
    "jev_has_rule": 0.02,
    "quality_score": 3.864,
    "is_mental_model": false
  },
  {
    "id": "1976583600482202082",
    "text": "@Ariete80681264 @qingshui_eth 流动性不够了 就在那几个标里切换 所以今天直接开跌了",
    "date": "2025-10-10 09:40:28",
    "date_only": "2025-10-10",
    "timestamp": 1760089228.0,
    "likes": 3,
    "retweets": 0,
    "replies": 2,
    "views": 1173,
    "isReply": true,
    "text_len": 56,
    "curation_score": -8.2,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1976583600482202082",
    "substance_score": 3.4779999999999998,
    "jev_is_substantive": 0.49,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.91,
    "jev_depth": 1.64,
    "jev_has_rule": 0.04,
    "quality_score": 3.4779999999999998,
    "is_mental_model": false
  },
  {
    "id": "2082858749400846429",
    "text": "要么找非共识的时间，要么找非共识的标的，这俩都共识的时候，你一定是进去送钱的。\n\n刚做账号的时候对公众的嘘声还很在意，后来经过几次meme币的事情也想明白了，在交易这件事上公众声音几乎都是没有价值的噪音，往往赚钱最多的机会都是最具有争议性的，都认同你了，你赚的是谁的钱呢。",
    "date": "2026-07-30 15:59:58",
    "date_only": "2026-07-30",
    "timestamp": 1785427198.0,
    "likes": 358,
    "retweets": 37,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2082858749400846429",
    "substance_score": 4.765,
    "jev_is_substantive": 0.89,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.52,
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    "is_mental_model": true
  },
  {
    "id": "2082825952699281434",
    "text": "存储20%反弹达成。但我觉得这波有很大概率会去更高，等什么时候市场开始思考这波是不是不是反弹而是反转的时候，下一根大跌就来了，就像当时的黄金和白银的死猫跳一样。如果你看空存储，不建议太早介入空单，这波反弹我会试着找找位置做做空。\n\nBTC你加加油啊。",
    "date": "2026-07-30 13:49:38",
    "date_only": "2026-07-30",
    "timestamp": 1785419378.0,
    "likes": 309,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2082825952699281434",
    "substance_score": 4.569,
    "jev_is_substantive": 0.78,
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    "jev_confidence": 0.83,
    "jev_depth": 1.63,
    "jev_has_rule": 0.08,
    "quality_score": 4.569,
    "is_mental_model": false
  },
  {
    "id": "2044822837945614599",
    "text": "隐约感觉这两天就要到顶了，山寨乱飞，btc遇阻力位，原油开始反弹，对crypto都不是好事，准备新一轮的广撒空单了。",
    "date": "2026-04-16 16:58:50",
    "date_only": "2026-04-16",
    "timestamp": 1776358730.0,
    "likes": 246,
    "retweets": 9,
    "replies": 38,
    "views": 58021,
    "isReply": false,
    "text_len": 58,
    "curation_score": 523.0,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2044822837945614599",
    "substance_score": 4.665,
    "jev_is_substantive": 0.84,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.42,
    "jev_depth": 1.63,
    "jev_has_rule": 0.05,
    "quality_score": 4.665,
    "is_mental_model": false
  },
  {
    "id": "1884362220852896011",
    "text": "刚看Virtual的价格走势有感：最近对virtual的发展越来越悲观，之前就听说virtual跟coinbase闹的不愉快，这下迁移去了solana说明彻底跟coinbase闹掰了。哪里还有更大的流动性去让virtual再上一个台阶呢？业务层面，去了Solana，直面竞争的是pump",
    "date": "2025-01-28 22:05:37",
    "date_only": "2025-01-28",
    "timestamp": 1738101937.0,
    "likes": 188,
    "retweets": 25,
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    "isReply": false,
    "text_len": 143,
    "curation_score": 647.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1884362220852896011",
    "substance_score": 4.317,
    "jev_is_substantive": 0.69,
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    "jev_confidence": 0.86,
    "jev_depth": 1.63,
    "jev_has_rule": 0.02,
    "quality_score": 4.317,
    "is_mental_model": false
  },
  {
    "id": "2034575005355499871",
    "text": "这是币安系山寨的通病，比如form、aster都是这样，当一个代币的操盘行为不是价值发现逻辑，而是最大化割对手盘的逻辑，只要我看到一次就永远不会再碰这个币了，因为这个币完全缺失交易逻辑了（币跟业务无关、跟利好利空无关），买这种币跟玩杀猪盘有什么区别？",
    "date": "2026-03-19 10:17:36",
    "date_only": "2026-03-19",
    "timestamp": 1773915456.0,
    "likes": 111,
    "retweets": 5,
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    "isReply": false,
    "text_len": 125,
    "curation_score": 378.5,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2034575005355499871",
    "substance_score": 4.515,
    "jev_is_substantive": 0.87,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.79,
    "jev_depth": 1.63,
    "jev_has_rule": 0.11,
    "quality_score": 4.515,
    "is_mental_model": true
  },
  {
    "id": "2042115498637455502",
    "text": "usd1理财局的逻辑就是拿无中生有的wlfi币补贴吸引储蓄，真金白银在银行的储蓄生息收入归团队，无中生有的wlfi空气币补贴给usd1理财人，补贴亏损归持币人。",
    "date": "2026-04-09 05:40:50",
    "date_only": "2026-04-09",
    "timestamp": 1775713250.0,
    "likes": 100,
    "retweets": 5,
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    "isReply": false,
    "text_len": 80,
    "curation_score": 312.6,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2042115498637455502",
    "substance_score": 3.649,
    "jev_is_substantive": 0.48,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.54,
    "jev_depth": 1.63,
    "jev_has_rule": 0.03,
    "quality_score": 3.649,
    "is_mental_model": false
  },
  {
    "id": "1876934836704714951",
    "text": "前几天刚建仓完aimonica就被Shaw打cal了，感谢.....Animoca这种大财主直接官宣搞的链上盘子，看线跟ai16z一开始一模一样，都是VC直接拉的盘，他们的另一个币Moca，FDV在25亿-30亿美金浮动，Aimonica现在6,000-7,000w美金，坐稳了，请VC大哥们抬吧。",
    "date": "2025-01-08 10:11:51",
    "date_only": "2025-01-08",
    "timestamp": 1736331111.0,
    "likes": 74,
    "retweets": 11,
    "replies": 21,
    "views": 56180,
    "isReply": false,
    "text_len": 149,
    "curation_score": 346.4,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1876934836704714951",
    "substance_score": 3.621,
    "jev_is_substantive": 0.48,
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    "jev_confidence": 0.76,
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    "is_mental_model": false
  },
  {
    "id": "2012033030765101121",
    "text": "上周日高点卖的，今天抄回来了一些bsc的标的，遵循之前定的交易计划，这轮还没有一个上合约的标，这轮bsc行情大概率还没结束，过几天币安上个合约一点火，市场流动性又都屁颠屁颠的回来了。",
    "date": "2026-01-16 05:23:50",
    "date_only": "2026-01-16",
    "timestamp": 1768541030.0,
    "likes": 69,
    "retweets": 1,
    "replies": 35,
    "views": 87806,
    "isReply": false,
    "text_len": 91,
    "curation_score": 387.1,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2012033030765101121",
    "substance_score": 4.307,
    "jev_is_substantive": 0.82,
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    "jev_confidence": 0.98,
    "jev_depth": 1.63,
    "jev_has_rule": 0.1,
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    "is_mental_model": false
  },
  {
    "id": "1836710141204250670",
    "text": "@memetodamars 之前有个美股trader的朋友跟我说过一个FOMC时候美股的规律，只要不是加息前期fed chair极度鹰派吓市场控制expectation。在降息周期里，通常在Fed chair讲话期间安慰市场的时候都要拉，讲完话没多久就会又回去。",
    "date": "2024-09-19 10:13:16",
    "date_only": "2024-09-19",
    "timestamp": 1726740796.0,
    "likes": 8,
    "retweets": 1,
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    "views": 1709,
    "isReply": true,
    "text_len": 131,
    "curation_score": 88.4,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1836710141204250670",
    "substance_score": 4.212999999999999,
    "jev_is_substantive": 0.83,
    "jev_domain": "macro_cycle",
    "jev_confidence": 1.0,
    "jev_depth": 1.63,
    "jev_has_rule": 0.11,
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    "is_mental_model": true
  },
  {
    "id": "2034634413141823985",
    "text": "@octopusycc 如果跌破nav没了融资能力呢？比如bmnr和eth的现状",
    "date": "2026-03-19 14:13:40",
    "date_only": "2026-03-19",
    "timestamp": 1773929620.0,
    "likes": 2,
    "retweets": 0,
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    "isReply": true,
    "text_len": 40,
    "curation_score": -0.7,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2034634413141823985",
    "substance_score": 3.597,
    "jev_is_substantive": 0.55,
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    "jev_confidence": 0.25,
    "jev_depth": 1.63,
    "jev_has_rule": 0.06,
    "quality_score": 3.597,
    "is_mental_model": false
  },
  {
    "id": "1983936890765242540",
    "text": "aster这个盘面看着不太对劲，前面空投都发了，还在做buyback，怎么tm砸成跌幅榜了，不会跟form用的一个做市商吧，又给我打损了。最近要切换思维了，都tm拿利好砸盘（比如看看今天上robinhood的sei，明显的畜生操盘法）以后多头不再投研项目了，只看K线，空头只看控筹。 https://t.co/Hs8J10Apu0",
    "date": "2025-10-30 16:39:49",
    "date_only": "2025-10-30",
    "timestamp": 1761842389.0,
    "likes": 116,
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    "isReply": false,
    "text_len": 165,
    "curation_score": 476.0,
    "is_featured": true,
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    "url": "https://x.com/Michael_Liu93/status/1983936890765242540",
    "substance_score": 5.002000000000001,
    "jev_is_substantive": 0.81,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.98,
    "jev_depth": 1.62,
    "jev_has_rule": 0.13,
    "quality_score": 5.002000000000001,
    "is_mental_model": true
  },
  {
    "id": "2082070220471152679",
    "text": "crypto这轮的几个创新赛道的数据都跑的非常非常好，perp dex、预测市场、RWA代币化、稳定币，量全在新高，这还是在熊市周期，行情真的只差btc吹口进攻哨，快了，应该就在这两三个月了。",
    "date": "2026-07-28 11:46:38",
    "date_only": "2026-07-28",
    "timestamp": 1785239198.0,
    "likes": 280,
    "retweets": 32,
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    "isReply": false,
    "text_len": 96,
    "curation_score": 700.8,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2082070220471152679",
    "substance_score": 4.646,
    "jev_is_substantive": 0.85,
    "jev_domain": "macro_cycle",
    "jev_confidence": 0.3,
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    "jev_has_rule": 0.02,
    "quality_score": 4.646,
    "is_mental_model": true
  },
  {
    "id": "1856534447178559968",
    "text": "好多人私信来问我内盘好像也能赢，我多说两句解释一下内盘赢的是什么吧，这种本质上赚的是“热点”出现其他散户情绪fomo的钱。随便举个例子，我发个币叫shaw，买了底部然后拼命去ai16z的shaw评论区cx，shaw终于回复了我，然后我把信息去各个群传播，然后各个群的群友帮我抬轿子，上的早了的赚了，上了晚",
    "date": "2024-11-13 03:07:59",
    "date_only": "2024-11-13",
    "timestamp": 1731467279.0,
    "likes": 85,
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    "isReply": true,
    "text_len": 152,
    "curation_score": 224.7,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1856534447178559968",
    "substance_score": 3.7520000000000002,
    "jev_is_substantive": 0.54,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.93,
    "jev_depth": 1.62,
    "jev_has_rule": 0.03,
    "quality_score": 3.7520000000000002,
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  {
    "id": "2028866774830321848",
    "text": "都在喊利好>都上车了\n都在喊利空>空单都开好了\n\n信息是价格的体现，而不是反过来",
    "date": "2026-03-03 16:15:08",
    "date_only": "2026-03-03",
    "timestamp": 1772554508.0,
    "likes": 46,
    "retweets": 5,
    "replies": 4,
    "views": 6287,
    "isReply": true,
    "text_len": 46,
    "curation_score": 66.6,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2028866774830321848",
    "substance_score": 4.234,
    "jev_is_substantive": 0.83,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.79,
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    "quality_score": 4.234,
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  },
  {
    "id": "1977578768677147075",
    "text": "@cmhy89141797 20m基本就是bn的现货+合约壳价值，有项目方的话肯定会找机会搞事，没有的话再低会有野庄收筹搞事情",
    "date": "2025-10-13 03:34:54",
    "date_only": "2025-10-13",
    "timestamp": 1760326494.0,
    "likes": 38,
    "retweets": 3,
    "replies": 2,
    "views": 5426,
    "isReply": true,
    "text_len": 63,
    "curation_score": 76.9,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1977578768677147075",
    "substance_score": 4.01,
    "jev_is_substantive": 0.73,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.88,
    "jev_depth": 1.62,
    "jev_has_rule": 0.04,
    "quality_score": 4.01,
    "is_mental_model": false
  },
  {
    "id": "1990816797981815004",
    "text": "@yuyue_chris 对，主流币低倍空，小币找那些已知派发完筹码，业务也是垃圾的，做逐仓和设置好止损空。",
    "date": "2025-11-18 16:18:06",
    "date_only": "2025-11-18",
    "timestamp": 1763482686.0,
    "likes": 18,
    "retweets": 0,
    "replies": 1,
    "views": 2949,
    "isReply": true,
    "text_len": 54,
    "curation_score": 17.9,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1990816797981815004",
    "substance_score": 4.73,
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    "jev_confidence": 0.97,
    "jev_depth": 1.62,
    "jev_has_rule": 0.58,
    "quality_score": 4.73,
    "is_mental_model": true
  },
  {
    "id": "2088217251224977561",
    "text": "非要做空也可以，得有逻辑，逻辑没实现就止损，很多标的空单长拿真的能套一辈子。",
    "date": "2026-08-14 10:52:44",
    "date_only": "2026-08-14",
    "timestamp": 1786704764.0,
    "likes": 8,
    "retweets": 0,
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    "views": 5085,
    "isReply": true,
    "text_len": 38,
    "curation_score": 37.2,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2088217251224977561",
    "substance_score": 4.566000000000001,
    "jev_is_substantive": 0.9,
    "jev_domain": "mindset_risk",
    "jev_confidence": 1.0,
    "jev_depth": 1.62,
    "jev_has_rule": 0.4,
    "quality_score": 4.566000000000001,
    "is_mental_model": true
  },
  {
    "id": "1950477658644762961",
    "text": "@MJ45888 是的，庄也是需要市场反馈的，第一波没有好叙事没有散户跟，庄就没必要收回来筹码，直接开下一个了。",
    "date": "2025-07-30 08:44:46",
    "date_only": "2025-07-30",
    "timestamp": 1753865086.0,
    "likes": 8,
    "retweets": 0,
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    "isReply": true,
    "text_len": 56,
    "curation_score": 2.4,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1950477658644762961",
    "substance_score": 4.002,
    "jev_is_substantive": 0.75,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.77,
    "jev_depth": 1.62,
    "jev_has_rule": 0.07,
    "quality_score": 4.002,
    "is_mental_model": false
  },
  {
    "id": "1857043916484137104",
    "text": "Cheems也新高了，周线走的很漂亮。这几天在devcon，我发现筹备项目中的meme dev和whale越来越多在聊的不是sui和aptos，而是bsc。 https://t.co/5gPGeTsmX0",
    "date": "2024-11-14 12:52:26",
    "date_only": "2024-11-14",
    "timestamp": 1731588746.0,
    "likes": 96,
    "retweets": 13,
    "replies": 45,
    "views": 115733,
    "isReply": false,
    "text_len": 102,
    "curation_score": 488.0,
    "is_featured": true,
    "local_images": [
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    "url": "https://x.com/Michael_Liu93/status/1857043916484137104",
    "substance_score": 4.555,
    "jev_is_substantive": 0.64,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.9,
    "jev_depth": 1.61,
    "jev_has_rule": 0.02,
    "quality_score": 4.555,
    "is_mental_model": false
  },
  {
    "id": "2030808062005768487",
    "text": "@frankyluan 如果油价不影响通胀，为什么CPI的预期会变呢？ https://t.co/IUlK1ayvuE",
    "date": "2026-03-09 00:49:07",
    "date_only": "2026-03-09",
    "timestamp": 1773017347.0,
    "likes": 11,
    "retweets": 0,
    "replies": 9,
    "views": 16384,
    "isReply": true,
    "text_len": 59,
    "curation_score": 19.3,
    "is_featured": true,
    "local_images": [
      "images/2030808062005768487_0.jpg"
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    "url": "https://x.com/Michael_Liu93/status/2030808062005768487",
    "substance_score": 4.245,
    "jev_is_substantive": 0.6,
    "jev_domain": "macro_cycle",
    "jev_confidence": 1.0,
    "jev_depth": 1.61,
    "jev_has_rule": 0.01,
    "quality_score": 4.245,
    "is_mental_model": false
  },
  {
    "id": "1982461377035092137",
    "text": "最近直觉特别特别像去年9-11月份那会儿，先是几个龙头Meme出来，Moodeng、Neiro、Ban在9月份点火链上，先后上BN，那会儿散户错过的情绪饥渴到不行。",
    "date": "2025-10-26 14:56:39",
    "date_only": "2025-10-26",
    "timestamp": 1761490599.0,
    "likes": 384,
    "retweets": 41,
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    "isReply": false,
    "text_len": 82,
    "curation_score": 728.0,
    "is_featured": true,
    "local_images": [],
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    "substance_score": 3.831,
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    "jev_confidence": 0.99,
    "jev_depth": 1.61,
    "jev_has_rule": 0.02,
    "quality_score": 3.831,
    "is_mental_model": false
  },
  {
    "id": "1923784607780200832",
    "text": "其实玩合约亏大钱的就两种：\n1. 错了不认，一条路走到黑\n2. 杠杆拉太高了，可能方向看对了，但一点容错空间不给自己留\n\n看看推上亏大钱的，都是这两种，这两件事本身就是反人性的，得通过规则来限制",
    "date": "2025-05-17 16:56:07",
    "date_only": "2025-05-17",
    "timestamp": 1747500967.0,
    "likes": 234,
    "retweets": 27,
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    "isReply": false,
    "text_len": 97,
    "curation_score": 638.9,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1923784607780200832",
    "substance_score": 4.735,
    "jev_is_substantive": 0.87,
    "jev_domain": "mindset_risk",
    "jev_confidence": 1.0,
    "jev_depth": 1.61,
    "jev_has_rule": 0.1,
    "quality_score": 4.735,
    "is_mental_model": true
  },
  {
    "id": "2017235489078825092",
    "text": "我不希望币安倒台，但我作为用户，希望有一个更多平台相互竞争和制衡的市场。\n\n但想想自从FTX倒台之后，确实没有交易所能再扛起大旗跟币安竞争了。\n\nOKX本来是有希望的，铭文那个时代，不管是okx",
    "date": "2026-01-30 13:56:33",
    "date_only": "2026-01-30",
    "timestamp": 1769781393.0,
    "likes": 179,
    "retweets": 10,
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    "isReply": false,
    "text_len": 97,
    "curation_score": 558.4,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2017235489078825092",
    "substance_score": 4.209,
    "jev_is_substantive": 0.69,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.23,
    "jev_depth": 1.61,
    "jev_has_rule": 0.02,
    "quality_score": 4.209,
    "is_mental_model": false
  },
  {
    "id": "1976792652462137721",
    "text": "前几天链上亏的还是得靠二级赚😂，4和pump的空单平了，转手抄底了一篮子山寨。等一会儿醒了会有很多人开始卖现货，没来得及操作的建议可以等个二探做短线，但个人判断这里也不是情绪底，刚开始。",
    "date": "2025-10-10 23:31:10",
    "date_only": "2025-10-10",
    "timestamp": 1760139070.0,
    "likes": 68,
    "retweets": 4,
    "replies": 19,
    "views": 40146,
    "isReply": false,
    "text_len": 93,
    "curation_score": 299.3,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1976792652462137721",
    "substance_score": 4.203,
    "jev_is_substantive": 0.77,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.97,
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    "jev_has_rule": 0.12,
    "quality_score": 4.203,
    "is_mental_model": false
  },
  {
    "id": "1983149027924615198",
    "text": "还剩半个多小时Monad的空投细节就出来了。https://t.co/ghpoA3kUnY\n\n跟Monad生态的项目方和投资人都聊过，这应该会是今年最大方的空投，60亿FDV，不敢想Met一样给45%，但如果能给出去10%，就是6亿美金，套保的画面估计会很美，我不敢想。",
    "date": "2025-10-28 12:29:08",
    "date_only": "2025-10-28",
    "timestamp": 1761654548.0,
    "likes": 38,
    "retweets": 1,
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    "isReply": false,
    "text_len": 135,
    "curation_score": 190.6,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1983149027924615198",
    "substance_score": 3.699,
    "jev_is_substantive": 0.59,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.94,
    "jev_depth": 1.61,
    "jev_has_rule": 0.03,
    "quality_score": 3.699,
    "is_mental_model": false
  },
  {
    "id": "1935213971583500651",
    "text": "除了做市商、交易所、还有KOL、Marketing Agency、撸空投的、撸alpha的、还有待解锁的VC。每个人在这场游戏里都在尝试“无风险套利”做价值抽取者，那自然能“稳住盘面”就不取决于单一一方的意愿，最终都会成为互相pvp抢跑的游戏。",
    "date": "2025-06-18 05:52:20",
    "date_only": "2025-06-18",
    "timestamp": 1750225940.0,
    "likes": 36,
    "retweets": 2,
    "replies": 2,
    "views": 6940,
    "isReply": true,
    "text_len": 122,
    "curation_score": 98.9,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1935213971583500651",
    "substance_score": 4.071,
    "jev_is_substantive": 0.78,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.5,
    "jev_depth": 1.61,
    "jev_has_rule": 0.02,
    "quality_score": 4.071,
    "is_mental_model": true
  },
  {
    "id": "2082086077310156817",
    "text": "@kiki520_eth 旧币圈早该死了，现在多了meme之后，资金要么炒最有基本面的，要么炒最空气的，不用接盘高fdv空气vc币去了",
    "date": "2026-07-28 12:49:38",
    "date_only": "2026-07-28",
    "timestamp": 1785242978.0,
    "likes": 28,
    "retweets": 0,
    "replies": 1,
    "views": 4838,
    "isReply": true,
    "text_len": 67,
    "curation_score": 51.7,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2082086077310156817",
    "substance_score": 4.111000000000001,
    "jev_is_substantive": 0.8,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.43,
    "jev_depth": 1.61,
    "jev_has_rule": 0.05,
    "quality_score": 4.111000000000001,
    "is_mental_model": false
  },
  {
    "id": "1993240300547195078",
    "text": "现在池子市值是3亿，其实不算贵，比私募轮投资人没贵多少，空投到了应该会先砸一波，不着急，这个其实可以等上了合约冲",
    "date": "2025-11-25 08:48:14",
    "date_only": "2025-11-25",
    "timestamp": 1764060494.0,
    "likes": 9,
    "retweets": 0,
    "replies": 0,
    "views": 9168,
    "isReply": true,
    "text_len": 56,
    "curation_score": 16.8,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1993240300547195078",
    "substance_score": 3.8289999999999997,
    "jev_is_substantive": 0.67,
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    "jev_confidence": 0.79,
    "jev_depth": 1.61,
    "jev_has_rule": 0.07,
    "quality_score": 3.8289999999999997,
    "is_mental_model": false
  },
  {
    "id": "1867141128463720659",
    "text": "@luckybb88 这轮流动性往链上流是大趋势，banana是eth上最大的bot，链上赌场的核心服务商，现金牛业务，币价也有跟现金流挂钩的机制。",
    "date": "2024-12-12 09:35:09",
    "date_only": "2024-12-12",
    "timestamp": 1733996109.0,
    "likes": 7,
    "retweets": 1,
    "replies": 6,
    "views": 1558,
    "isReply": true,
    "text_len": 74,
    "curation_score": 1.6,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1867141128463720659",
    "substance_score": 3.929,
    "jev_is_substantive": 0.74,
    "jev_domain": "onchain_flow",
    "jev_confidence": 0.96,
    "jev_depth": 1.61,
    "jev_has_rule": 0.02,
    "quality_score": 3.929,
    "is_mental_model": false
  },
  {
    "id": "1982462639692534031",
    "text": "@HuoYean 现在看还不是，但看ai16z刚出来那会儿的“Crypto AI”赛道，也没人想到短短一个多月后就成了个100亿美金+的赛道。",
    "date": "2025-10-26 15:01:40",
    "date_only": "2025-10-26",
    "timestamp": 1761490900.0,
    "likes": 4,
    "retweets": 0,
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    "views": 6721,
    "isReply": true,
    "text_len": 71,
    "curation_score": -10.6,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1982462639692534031",
    "substance_score": 3.811,
    "jev_is_substantive": 0.69,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.51,
    "jev_depth": 1.61,
    "jev_has_rule": 0.01,
    "quality_score": 3.811,
    "is_mental_model": false
  },
  {
    "id": "1849421339897290780",
    "text": "@cnkefu 其实是没有任何区别的，现在只要有项目方，caller要么是项目方预留筹码要么是提前知道ca低价进去的，没有项目方的话就是caller自己低位埋伏甚至控的盘子，你听到的所有call，无一例外一定都是有直接利益相关的，有项目方的比没项目方的还稍微安全点，所以以上几种call你觉得哪个是黑哪个是白呢？大家无",
    "date": "2024-10-24 12:03:02",
    "date_only": "2024-10-24",
    "timestamp": 1729771382.0,
    "likes": 3,
    "retweets": 0,
    "replies": 1,
    "views": 637,
    "isReply": true,
    "text_len": 159,
    "curation_score": 15.8,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1849421339897290780",
    "substance_score": 3.8649999999999998,
    "jev_is_substantive": 0.71,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.63,
    "jev_depth": 1.61,
    "jev_has_rule": 0.03,
    "quality_score": 3.8649999999999998,
    "is_mental_model": false
  },
  {
    "id": "1884922517728747880",
    "text": "@BTCAI888 我会尽量尝试找出靠谱的团队，我认为能做大的叙事，并尽量能早期call，但最终这是个pvp市场，流动性是恒定的，所有项目也要跟着市场大势走，还是得靠自己的判断和交易能力。",
    "date": "2025-01-30 11:12:03",
    "date_only": "2025-01-30",
    "timestamp": 1738235523.0,
    "likes": 1,
    "retweets": 1,
    "replies": 0,
    "views": 293,
    "isReply": true,
    "text_len": 94,
    "curation_score": 45.1,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1884922517728747880",
    "substance_score": 4.025,
    "jev_is_substantive": 0.79,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.61,
    "jev_depth": 1.61,
    "jev_has_rule": 0.03,
    "quality_score": 4.025,
    "is_mental_model": false
  },
  {
    "id": "1855171909329334602",
    "text": "做二级抛开估值谈看好都是没意义的，要买“应用币”之前最好先对标一下同赛道的其他标的，如果有明显的“预期差”的时候，就得琢磨琢磨值不值得了。 https://t.co/M4AAU2mGqm",
    "date": "2024-11-09 08:53:45",
    "date_only": "2024-11-09",
    "timestamp": 1731142425.0,
    "likes": 75,
    "retweets": 9,
    "replies": 16,
    "views": 21958,
    "isReply": false,
    "text_len": 93,
    "curation_score": 273.4,
    "is_featured": true,
    "local_images": [
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    ],
    "url": "https://x.com/Michael_Liu93/status/1855171909329334602",
    "substance_score": 5.006,
    "jev_is_substantive": 0.89,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.91,
    "jev_depth": 1.6,
    "jev_has_rule": 0.05,
    "quality_score": 5.006,
    "is_mental_model": false
  },
  {
    "id": "2044697902782800121",
    "text": "说个观点，rwa+rwa perp+把传统金融资产上链交易，会是币圈下个5-10年机会最大且最清晰的主线，最近在币圈交易了各种传统资产后这个感受愈发强烈。\n\n币圈rwa相较于传统券商的模式：\n1. 注册账户和出入金极度便捷\n2. 永续合约模式极度散户友好\n3. 24小时交易，只要有流动性，没任何交易限制\n4.",
    "date": "2026-04-16 08:42:23",
    "date_only": "2026-04-16",
    "timestamp": 1776328943.0,
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  {
    "id": "1872627073585668161",
    "text": "有没有发现一个很有趣的现象，AI从一开始GOAT这样的纯meme，发展到了能聊天的AI Agent的，又发展到ai16z这样的链上基金，然后到Virtual、Spore这样的新型资产发型平台，每一步都在离应用越来越近，而这一切发生在两个月时间内。",
    "date": "2024-12-27 12:54:20",
    "date_only": "2024-12-27",
    "timestamp": 1735304060.0,
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  {
    "id": "2095636816888205595",
    "text": "我最喜欢的基金名是顺为资本，“顺势而为”，这四个字概括了最朴素但最核心的人生哲学，如果尝试去拆解一层，去审视自己的长期投资选择，我会问自己：\n\n1. 我的这笔投资抓的具体是什么“势”？（要想明白为什么会形成这个“势”，这个势最底层的推动力是什么？价值创造是什么）\n\n2.",
    "date": "2026-09-03 22:15:26",
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    "id": "1888150095969079681",
    "text": "最近有几个想做launchpad的朋友问我有啥创业想法，我觉得想做launchpad的就揪着pumpfun没解决的需求打就完了。\n\n随便举个pump fun明显没有解决的痛点：流水盘dev，这个事情跟其他行业的任何人说都会认为这本质上就是诈骗，链上用户也已经苦rug dev和流水盘久已。",
    "date": "2025-02-08 08:57:17",
    "date_only": "2025-02-08",
    "timestamp": 1739005037.0,
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  {
    "id": "2045386504286228706",
    "text": "类似的“反常”有挺多的，随便说几个\n1. 发了空投或解锁不砸盘还拉盘\n2. 大盘跌了不跟跌反倒逆势上涨\n3. 借币借不出来\n4. 主动做市商的画线痕迹\n….",
    "date": "2026-04-18 06:18:38",
    "date_only": "2026-04-18",
    "timestamp": 1776493118.0,
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  {
    "id": "1840048836758385151",
    "text": "还有像是dogs cati这种也是，市场越涨，他砸的越狠，因为对手盘流动性够多了",
    "date": "2024-09-28 15:20:03",
    "date_only": "2024-09-28",
    "timestamp": 1727536803.0,
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  },
  {
    "id": "1869575373828358269",
    "text": "@lswayyu 庄有很明显在护盘的痕迹了，这波砸盘的都是都是获利盘跑的。sol这波就跌了快30%，可以拿Evan比比其他solana的meme，这几周都跌了多少了。",
    "date": "2024-12-19 02:47:58",
    "date_only": "2024-12-19",
    "timestamp": 1734576478.0,
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  {
    "id": "1755270716306657653",
    "text": "@BTCdayu 不只是blur，未来nft发行方肯定都会用erc404去捕获更多用户和流动性，这几百亿的nft+nftfi基础设施未来只能切到一些稀有属性的nft交易了，估计投这些nft设施的VC们现在也挺慌的",
    "date": "2024-02-07 16:42:04",
    "date_only": "2024-02-07",
    "timestamp": 1707324124.0,
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  {
    "id": "2007781295993319475",
    "text": "@LeotheHorseman 害都是liquid代币了，还是投资人不愿意持续拿，现在这些大卡车项目要是都2-3成市值开盘，就不会有回购有没有用的烦恼了",
    "date": "2026-01-04 11:48:58",
    "date_only": "2026-01-04",
    "timestamp": 1767527338.0,
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  {
    "id": "1856236912593580134",
    "text": "@JinHsu_ @0xmagnolia 对，之前500k还好，现在抓早期的人多了，dev们洗筹的阶段也会比较长",
    "date": "2024-11-12 07:25:41",
    "date_only": "2024-11-12",
    "timestamp": 1731396341.0,
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  {
    "id": "1843467957541974523",
    "text": "昨天把晒的如何给群友按头冲moodeng的帖子删了，不想刻意给大家制造焦虑。今天把答应大家的帖子给补了，讲一讲为什么在昨天vitalik卖币的时候，我会如此笃定eth的moodeng一定会起飞，本文不短，请大家耐心阅读。Eth Moodeng有“明确逻辑”的买点其实一共有三个：\n\n1. 第一买点：Sol的moodeng https://t.co/AOa4ywZIap",
    "date": "2024-10-08 01:46:25",
    "date_only": "2024-10-08",
    "timestamp": 1728351985.0,
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  },
  {
    "id": "2088498356352082026",
    "text": "还记得前几天Morgan Stanley大摩把crcl的目标价调到38块吗？\n\n然后这逼干了什么事呢？\n\n把crcl持仓从146万股增加了快6倍买到了832万股，一下买了将近5亿美金的持仓。\n\n华尔街投研团队已经成了找流动性的部门了，这帮狗操的说的话真的要完全反正听🤡",
    "date": "2026-08-15 05:29:45",
    "date_only": "2026-08-15",
    "timestamp": 1786771785.0,
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  },
  {
    "id": "1999452527386067455",
    "text": "Rave上Alpha这次让我感觉有点像之前VC币那波FF出来的时候，前面几个都赚给大家整Fomo了，当大家都意识到Alpha可以冲perp预期的时候，就要结束了。",
    "date": "2025-12-12 12:13:25",
    "date_only": "2025-12-12",
    "timestamp": 1765541605.0,
    "likes": 62,
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    "substance_score": 4.033,
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  },
  {
    "id": "2090694412540272899",
    "text": "贵金属看至少5年的大熊市的观点还是没变，准备等黄金和白银再拉一拉吧，然后空进去，72-75这个位置看看阻力反应，下次的局部底应该就是4开头的了。\n\n今年上半年最大的收益来源就是空白银了。 https://t.co/t5mWgB5Z6s",
    "date": "2026-08-21 06:56:05",
    "date_only": "2026-08-21",
    "timestamp": 1787295365.0,
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    "url": "https://x.com/Michael_Liu93/status/2090694412540272899",
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  },
  {
    "id": "1974774119486144661",
    "text": "最近听好几个人机构的朋友跟我说可以买点APT，项目方在搞事，这个下降形态盘整了大半年，刚突破追了，盈亏比还算合适。 https://t.co/m8HwKhAb0F",
    "date": "2025-10-05 09:50:14",
    "date_only": "2025-10-05",
    "timestamp": 1759657814.0,
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    "substance_score": 4.473999999999999,
    "jev_is_substantive": 0.61,
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  },
  {
    "id": "2088216807396286956",
    "text": "已经涨太多了从来不是做空的理由，crypto出来的人容易有做空惯性，去了美股还喜欢做空，但美股不是山寨币。\n\n投资要与最聪明的人共伍，Crypto里所有最聪明的人每天起早贪黑想要把山寨币掏归零，美股那边所有最聪明的人每天起早贪黑的要把股票搞上去，能一样吗。",
    "date": "2026-08-14 10:50:58",
    "date_only": "2026-08-14",
    "timestamp": 1786704658.0,
    "likes": 171,
    "retweets": 16,
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    "isReply": false,
    "text_len": 128,
    "curation_score": 525.0,
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    "url": "https://x.com/Michael_Liu93/status/2088216807396286956",
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  },
  {
    "id": "2026494488139665845",
    "text": "@Guilin_Chen_ 空头已经太极限挤压了，二月初那波最大换手就是低点，这周来个二探印个higher lower开启反弹",
    "date": "2026-02-25 03:08:31",
    "date_only": "2026-02-25",
    "timestamp": 1771988911.0,
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    "isReply": true,
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  {
    "id": "1982475912387170578",
    "text": "@0xcryptowizard @allen_su1024 这个币深度比较差，拉的太快就等下来点买，我觉得算是个中期的机会，没必要非去追。",
    "date": "2025-10-26 15:54:24",
    "date_only": "2025-10-26",
    "timestamp": 1761494064.0,
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  {
    "id": "2088147316033433769",
    "text": "其实我觉得最简单的一个逻辑，多少资金会去想：能买AI大模型的公司了，为什么不投大模型，去买产业链的股票？\n\n就像是你只有看好苹果了，才会去看苹果产业链里有什么机会。",
    "date": "2026-08-14 06:14:50",
    "date_only": "2026-08-14",
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  {
    "id": "2021846350871376045",
    "text": "这几天在回顾去年的帖子，看看哪些逻辑错了哪些对了，看到Trump这篇的评论区有些唏嘘又有些搞笑，一年过去了，trump从32块跌到了3.2块，而当时信了拿住的人成了政治献金并永远离开了这个圈子。\n\nfdv还有32亿美金，剩下的这些，相信trump家族能再掏个3.2亿出来都要乐开了花，别再抱怨跌太多没东西空了。 https://t.co/Fjoasyf94g",
    "date": "2026-02-12 07:18:28",
    "date_only": "2026-02-12",
    "timestamp": 1770880708.0,
    "likes": 88,
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    "url": "https://x.com/Michael_Liu93/status/2021846350871376045",
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  {
    "id": "1921561767404089812",
    "text": "之前说过，最近bn的上币玩法，上了Alpha不出货，还能往上猛冲的，基本都是庄砸钱奔着现货去拉的，Defi+AI这么热的赛道，币安大概率会挑个上，Anon是龙头，想不到还能上谁了，拿着等着上现货了。 https://t.co/kcLytMMPGY",
    "date": "2025-05-11 13:43:20",
    "date_only": "2025-05-11",
    "timestamp": 1746971000.0,
    "likes": 65,
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    "substance_score": 4.776999999999999,
    "jev_is_substantive": 0.83,
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    "jev_confidence": 0.99,
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  {
    "id": "2007632002670026776",
    "text": "之前看过一句话深有感触，“凡你试图规避的风险，皆会在你看不见的地方，静静为你挖好坑”。\n\n选择了看似风险最低的国企铁饭碗，迎来了国企改革下岗潮；\n\n选择了风险最低的买银行固收，结果底层资产全是地产，资产跟着楼市塌了；",
    "date": "2026-01-04 01:55:44",
    "date_only": "2026-01-04",
    "timestamp": 1767491744.0,
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    "retweets": 68,
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    "substance_score": 3.931,
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    "jev_confidence": 0.65,
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    "is_mental_model": false
  },
  {
    "id": "1867497734129037575",
    "text": "最近看到不少套着meme壳子的纯vc币，声称自己“社区强大”。扯什么淡呢？开盘第一根针就扎到几个亿了，没经历过从低市值长到大的过程，你让跟着你的散户赚到钱了吗，就好意思说自己社区强大？所有“邪教式的社区”都是涨出来的，不是洗脑洗出来更不是宣传出来的，币圈最强大的cult是谁？是btc和eth。",
    "date": "2024-12-13 09:12:10",
    "date_only": "2024-12-13",
    "timestamp": 1734081130.0,
    "likes": 161,
    "retweets": 15,
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    "text_len": 147,
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    "jev_confidence": 0.96,
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  },
  {
    "id": "2088158722178834557",
    "text": "其实这轮我对BTC的预期也没多高，所以我觉得这轮想吃crypto exposure去投币股可能会是个更好的选择，最明显的几个币股以及thesis：\n\n1. Coinbase：美国开放永续perp，参考币安perp",
    "date": "2026-08-14 07:00:10",
    "date_only": "2026-08-14",
    "timestamp": 1786690810.0,
    "likes": 105,
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    "substance_score": 4.297,
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    "jev_confidence": 0.89,
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  },
  {
    "id": "2003444947727581417",
    "text": "唉，夸币安夸早了，这两天合约上的都是些什么啊，ZKP和IR都是Alpha高开，上了Alpha就浇，然后还给了perp位置。这么搞，项目方上了Alpha先浇一道，上完Perp再浇一道，散户怎么赢？唉，这好不容易搞起来的alpha行情又没了，躺了，出去玩了。",
    "date": "2025-12-23 12:37:52",
    "date_only": "2025-12-23",
    "timestamp": 1766493472.0,
    "likes": 81,
    "retweets": 2,
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    "text_len": 127,
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    "substance_score": 3.457,
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    "jev_confidence": 0.97,
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  {
    "id": "1984141875486585047",
    "text": "@Conner06174ddj 控筹去看公开资料，然后对手盘去用coinglass，主要是看oi和net long/short的数据",
    "date": "2025-10-31 06:14:21",
    "date_only": "2025-10-31",
    "timestamp": 1761891261.0,
    "likes": 22,
    "retweets": 0,
    "replies": 0,
    "views": 1695,
    "isReply": true,
    "text_len": 66,
    "curation_score": 6.4,
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    "substance_score": 3.7790000000000004,
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    "quality_score": 3.7790000000000004,
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  {
    "id": "1915223379252220327",
    "text": "@frozenraspberry 是一起拉的，看持仓总数量变化，别看持仓价值变化",
    "date": "2025-04-24 01:56:51",
    "date_only": "2025-04-24",
    "timestamp": 1745459811.0,
    "likes": 16,
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    "isReply": true,
    "text_len": 40,
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    "jev_has_rule": 0.25,
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  },
  {
    "id": "1923237050221814041",
    "text": "@off_thetarget 看Ava操盘就知道了，筹码不逼出来，拉不了一点，尤其这种散出去筹码多的预售盘",
    "date": "2025-05-16 04:40:19",
    "date_only": "2025-05-16",
    "timestamp": 1747370419.0,
    "likes": 15,
    "retweets": 2,
    "replies": 4,
    "views": 5233,
    "isReply": true,
    "text_len": 53,
    "curation_score": 9.0,
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  },
  {
    "id": "2066083042700202454",
    "text": "@BroLeon 这种项目不封以后庄一定都会这么玩，谁还会去收筹拉盘，直接把所有现货持有者清零单操合约就好了",
    "date": "2026-06-14 08:59:18",
    "date_only": "2026-06-14",
    "timestamp": 1781427558.0,
    "likes": 7,
    "retweets": 0,
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    "isReply": true,
    "text_len": 54,
    "curation_score": 14.7,
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    "substance_score": 3.7609999999999997,
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    "jev_confidence": 0.82,
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  {
    "id": "1956082821623374232",
    "text": "@0xwen711 一开始肯定是平台提供流动性的，直到现在很多一线大所的流动性也是大部分自己提供的",
    "date": "2025-08-14 19:57:41",
    "date_only": "2025-08-14",
    "timestamp": 1755201461.0,
    "likes": 7,
    "retweets": 0,
    "replies": 1,
    "views": 2230,
    "isReply": true,
    "text_len": 49,
    "curation_score": -15.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1956082821623374232",
    "substance_score": 3.7049999999999996,
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    "jev_confidence": 0.88,
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    "quality_score": 3.7049999999999996,
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  },
  {
    "id": "1923362392546689184",
    "text": "@capyyy_capy 如果预售都开盘就浇给，那谁还开了接盘？本质上都是零和游戏，操出一个“好盘子”一定是奖励持有者，惩罚交易者的。",
    "date": "2025-05-16 12:58:23",
    "date_only": "2025-05-16",
    "timestamp": 1747400303.0,
    "likes": 2,
    "retweets": 0,
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    "isReply": true,
    "text_len": 67,
    "curation_score": -24.5,
    "is_featured": true,
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    "url": "https://x.com/Michael_Liu93/status/1923362392546689184",
    "substance_score": 3.923,
    "jev_is_substantive": 0.77,
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    "jev_confidence": 0.76,
    "jev_depth": 1.57,
    "jev_has_rule": 0.03,
    "quality_score": 3.923,
    "is_mental_model": false
  },
  {
    "id": "1997872079107203426",
    "text": "这两天有几个小伙伴被画门行情插麻了，还是建议大家多读几遍这篇“熊市生存指南”，我能想到的过去熊市踩过的每个大坑都在这里，句句真切。\n\n熊市多想想你的策略在赚谁的钱，是否是正EV的，是否是相对确定的。\n\n如果你想不明白这个问题，却还一直继续做，那你一定熬不过去。 https://t.co/hGTmbsZmTT",
    "date": "2025-12-08 03:33:16",
    "date_only": "2025-12-08",
    "timestamp": 1765164796.0,
    "likes": 160,
    "retweets": 10,
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    "text_len": 154,
    "curation_score": 493.1,
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    "local_images": [
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      "images/1997872079107203426_1.jpg"
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    "url": "https://x.com/Michael_Liu93/status/1997872079107203426",
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    "is_mental_model": true
  },
  {
    "id": "2051660792509170102",
    "text": "crcl今天盘前拉的太猛了，又碰上小前高阻力位，这种一般开了盘都得先浇一波，等回调再抄咯 https://t.co/kf9lANlcxw",
    "date": "2026-05-05 13:50:25",
    "date_only": "2026-05-05",
    "timestamp": 1777989025.0,
    "likes": 46,
    "retweets": 0,
    "replies": 27,
    "views": 43172,
    "isReply": false,
    "text_len": 68,
    "curation_score": 205.3,
    "is_featured": true,
    "local_images": [
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    ],
    "url": "https://x.com/Michael_Liu93/status/2051660792509170102",
    "substance_score": 4.656,
    "jev_is_substantive": 0.76,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.6,
    "jev_depth": 1.56,
    "jev_has_rule": 0.13,
    "quality_score": 4.656,
    "is_mental_model": false
  },
  {
    "id": "2034602213755257208",
    "text": "我认为MSTR一定会爆雷，也许不是这轮周期，也许不是下轮或是下下轮，但最终一定会爆雷，因为这是所有资金盘的逻辑必然。\n\n关键问题：“屯BTC这样的无息资产如何支付每年11.5%的利息？”",
    "date": "2026-03-19 12:05:43",
    "date_only": "2026-03-19",
    "timestamp": 1773921943.0,
    "likes": 423,
    "retweets": 47,
    "replies": 169,
    "views": 395840,
    "isReply": false,
    "text_len": 93,
    "curation_score": 851.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2034602213755257208",
    "substance_score": 4.236,
    "jev_is_substantive": 0.69,
    "jev_domain": "macro_cycle",
    "jev_confidence": 0.38,
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    "jev_has_rule": 0.02,
    "quality_score": 4.236,
    "is_mental_model": true
  },
  {
    "id": "2019607123831976153",
    "text": "提醒小伙伴们一下，如果你之前没跑现在深深套牢，割肉割不下去，也没更多钱补仓，你大概率后面会想要币本位继续抄底开多。往前一步是深渊，这事绝对不能干，只要你btc现货拿住，删掉交易所账户，过两年会回本的，但如果你熊市开始用币本位抄底了，就彻底没救了。",
    "date": "2026-02-06 03:00:35",
    "date_only": "2026-02-06",
    "timestamp": 1770346835.0,
    "likes": 308,
    "retweets": 15,
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    "text_len": 123,
    "curation_score": 629.7,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2019607123831976153",
    "substance_score": 4.98,
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    "jev_confidence": 1.0,
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    "quality_score": 4.98,
    "is_mental_model": true
  },
  {
    "id": "2087904591405080779",
    "text": "我觉得像$NBIS和$CRWV这些neocloud公司本质上就是数据中心的杠杆play，就像是上轮的$MSTR就是btc的杠杆play一样。",
    "date": "2026-08-13 14:10:20",
    "date_only": "2026-08-13",
    "timestamp": 1786630220.0,
    "likes": 75,
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    "text_len": 70,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2087904591405080779",
    "substance_score": 4.046,
    "jev_is_substantive": 0.76,
    "jev_domain": "us_stocks_tech",
    "jev_confidence": 0.99,
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    "quality_score": 4.046,
    "is_mental_model": true
  },
  {
    "id": "1993239633413783792",
    "text": "啊？@irys_xyz 币安是只给了个alpha位置吗？到现在还没现货和合约的通知。这是不给空投与空头合力的机会是吗🤨\n\n听说这个项目founder挺会玩的，长期在泡在亚洲市场，这项目要是先上alpha后上perp的话，估计是想先alpha上收回空投砸盘的筹码，后面再上perp拉盘搞事情。\n\n先看看开盘再决定要不要冲吧。",
    "date": "2025-11-25 08:45:35",
    "date_only": "2025-11-25",
    "timestamp": 1764060335.0,
    "likes": 56,
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    "text_len": 161,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1993239633413783792",
    "substance_score": 3.404,
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  },
  {
    "id": "1992807417642693048",
    "text": "哦对了，还有个信息，我昨天听机构的朋友说已经有Monad的投资人在4亿FDV卖投资人的老股额度了。。。。",
    "date": "2025-11-24 04:08:07",
    "date_only": "2025-11-24",
    "timestamp": 1763957287.0,
    "likes": 21,
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  {
    "id": "1840010506406637720",
    "text": "@txnl618 这种就是老盘子被捡起来了，你就去看都到底了还有啥钱包在收就是囤货钱包，然后第一根大阳线谁在画，基本就是操盘钱包",
    "date": "2024-09-28 12:47:45",
    "date_only": "2024-09-28",
    "timestamp": 1727527665.0,
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    "id": "2037825767279919128",
    "text": "@thecryptoskanda 我是这么看的，大盘这个屌样，如果是山寨能拉出这样的线肯定是主动mm硬拉爆空的，不可能是被资金抱团冲起来的。但放到美股，被资金合力冲起来就很可能了",
    "date": "2026-03-28 09:34:58",
    "date_only": "2026-03-28",
    "timestamp": 1774690498.0,
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  {
    "id": "1859211805148754351",
    "text": "@vegan2025 @web3foxcn @gmgnai @haze0x 因为人家不是去按照一个机器人算收益的，人家是二三十个地址同时跑，只盯一个肯定看不到收益全貌",
    "date": "2024-11-20 12:26:51",
    "date_only": "2024-11-20",
    "timestamp": 1732105611.0,
    "likes": 3,
    "retweets": 0,
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    "isReply": true,
    "text_len": 83,
    "curation_score": 15.8,
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    "substance_score": 3.2779999999999996,
    "jev_is_substantive": 0.45,
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    "jev_confidence": 0.84,
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  {
    "id": "1857858608756871276",
    "text": "不知道大家看完这篇以后有没有理解我想表达的交易策略，还不懂的去看rif的线。比如你以为pnut是个自然发酵热点盘，实际上dev为了洗一个内盘用两个钱包买了1.7%的“内幕holder”特地为他洗了两天的澡，直到他识相的出了0.7%才开拉。你以为的和实际真相很多时候是两个世界的东西。 https://t.co/cFlEtJacNz",
    "date": "2024-11-16 18:49:44",
    "date_only": "2024-11-16",
    "timestamp": 1731782984.0,
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    "jev_domain": "meme_pvp",
    "jev_confidence": 0.86,
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    "id": "1865447282734473313",
    "text": "其实一个Meme团队是否真正在乎社区是能反映在方方面面的：\n\n- 通过AI让社区每个人都能参与“创作”，拿着自己做的图去CX自己想CX的人，这种参与感+社区归属感，比项目方花钱请“冲推组” 命令+洗脑式的让大家机械的一句句复制粘贴广告词，是强烈无数倍的。\n\n- https://t.co/GPG1h1ppSh",
    "date": "2024-12-07 17:24:25",
    "date_only": "2024-12-07",
    "timestamp": 1733592265.0,
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    "jev_is_substantive": 0.31,
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  {
    "id": "2071151328211153067",
    "text": "币圈现在流动性有多差？币圈最火的meme爆跌30%，只爆了不到100万u…. https://t.co/aJne2IpUQn",
    "date": "2026-06-28 08:38:51",
    "date_only": "2026-06-28",
    "timestamp": 1782635931.0,
    "likes": 18,
    "retweets": 0,
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    "substance_score": 3.5170000000000003,
    "jev_is_substantive": 0.27,
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    "jev_confidence": 0.96,
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  {
    "id": "2097313153654927594",
    "text": "@ShawnYang37 这么高的溢价咋买啊，等美股开盘mint了新的token，价格就扳平了 https://t.co/fbJKKQJQ1N",
    "date": "2026-09-08 13:16:36",
    "date_only": "2026-09-08",
    "timestamp": 1788873396.0,
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    "jev_is_substantive": 0.35,
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  {
    "id": "1851102616752963715",
    "text": "ban的项目方还是不够会造势，ban这种艺术品本身就是个概念，而不是实物，大户一起建个ban的社区钱包，造势去把ban拍下，然后直接与ban这个meme币融合，变成社区的共有资产，成为第一个真正的艺术品meme币，这种叙事做成了能走出类似people的效果。",
    "date": "2024-10-29 03:23:50",
    "date_only": "2024-10-29",
    "timestamp": 1730172230.0,
    "likes": 100,
    "retweets": 4,
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    "substance_score": 3.8970000000000002,
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  {
    "id": "2006480215103689134",
    "text": "@Vida_BWE 同样埋伏了714的现货，中途卖飞了，然后看到你说黑客在拉币安现货，就去盯链上的价格了，链上开始砸就合约空进去了",
    "date": "2025-12-31 21:38:56",
    "date_only": "2025-12-31",
    "timestamp": 1767217136.0,
    "likes": 44,
    "retweets": 0,
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    "isReply": true,
    "text_len": 65,
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    "substance_score": 3.317,
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    "jev_confidence": 0.43,
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  {
    "id": "1999869171992322244",
    "text": "eth 4250 btc 116000，过不去都是大周期趋势的lower high。\n\n“Trend is your friend until the end of trend”",
    "date": "2025-12-13 15:49:01",
    "date_only": "2025-12-13",
    "timestamp": 1765640941.0,
    "likes": 31,
    "retweets": 0,
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    "isReply": true,
    "text_len": 89,
    "curation_score": 124.0,
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    "url": "https://x.com/Michael_Liu93/status/1999869171992322244",
    "substance_score": 4.163,
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    "jev_confidence": 0.33,
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  {
    "id": "2094672386486665294",
    "text": "@0x_weihang 是的，这波已经跑的很不错了，尤其是对比龙虾那波明显上限更高了，一方面是大盘情绪好，另一方面是fomo流动性好",
    "date": "2026-09-01 06:23:08",
    "date_only": "2026-09-01",
    "timestamp": 1788243788.0,
    "likes": 9,
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    "isReply": true,
    "text_len": 66,
    "curation_score": -7.1,
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    "substance_score": 3.427,
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    "jev_confidence": 0.67,
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  {
    "id": "2080224836333535396",
    "text": "@allincrypto2011 每轮牛市的主线都是熊市酝酿的在牛市被发扬光大的。14年的ICO、18年的defi+nft、22年的btc etf和meme",
    "date": "2026-07-23 09:33:44",
    "date_only": "2026-07-23",
    "timestamp": 1784799224.0,
    "likes": 9,
    "retweets": 0,
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    "views": 1650,
    "isReply": true,
    "text_len": 78,
    "curation_score": 16.8,
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    "substance_score": 4.019,
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    "jev_domain": "macro_cycle",
    "jev_confidence": 0.9,
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  {
    "id": "1881212404819988729",
    "text": "@stive668 sperg挺好的 就是控筹稍差了点 这波跌的有点多 不过他们好在产品一直在rollout 需要市场去价值发现",
    "date": "2025-01-20 05:29:23",
    "date_only": "2025-01-20",
    "timestamp": 1737350963.0,
    "likes": 5,
    "retweets": 0,
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    "isReply": true,
    "text_len": 64,
    "curation_score": -8.4,
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    "substance_score": 3.279,
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  {
    "id": "2012387281022103709",
    "text": "@Clint_Web3 上了alpha没出货痕迹，价格一直在稳定抬高，如果是之前就弃盘了，那还上什么alpha+aster",
    "date": "2026-01-17 04:51:30",
    "date_only": "2026-01-17",
    "timestamp": 1768625490.0,
    "likes": 3,
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    "isReply": true,
    "text_len": 61,
    "curation_score": -23.8,
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    "substance_score": 3.015,
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    "jev_confidence": 0.44,
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  },
  {
    "id": "1959177540649844976",
    "text": "直觉告诉我，这轮普涨的狂暴山寨季快要来了。普涨的山寨季一定是大规模的圈外资金入场。拿我身边的朋友来说，不少先知先觉冲了ETH币股的二级机构的朋友已经开始入金埋伏山寨币了，后面等ETH真正拉FOMO了也一定会有更多的传统二级增量资金入场，流动性溢出在我看来几乎是必然的。 https://t.co/UxtstZABrg",
    "date": "2025-08-23 08:55:00",
    "date_only": "2025-08-23",
    "timestamp": 1755939300.0,
    "likes": 519,
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    "substance_score": 5.1739999999999995,
    "jev_is_substantive": 0.87,
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    "jev_confidence": 0.94,
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    "quality_score": 5.1739999999999995,
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  },
  {
    "id": "2072281735908483148",
    "text": "今天64美元的crcl跟2个月前140美元的crcl基本面有什么改变吗？\n- 我们早就知道stripe和金融机构们会入场稳定币，也说明这是个足够大的市场，稳定币是大势所趋\n- 我们早就知道circle是合规稳定币的龙头，也是现在能在美股投资稳定币赛道的唯一标的\n- 监管在推动clarity act\n\n什么改变了？\n- https://t.co/RGnpmKSTnd",
    "date": "2026-07-01 11:30:41",
    "date_only": "2026-07-01",
    "timestamp": 1782905441.0,
    "likes": 146,
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    "substance_score": 4.87,
    "jev_is_substantive": 0.8,
    "jev_domain": "us_stocks_tech",
    "jev_confidence": 0.74,
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    "is_mental_model": false
  },
  {
    "id": "1875369692766076948",
    "text": "当你被短期情绪左右，夹不住要卖飞的时候，先放远视角，比如调到比特币市值占比的月线（btc.d）\n真正的山寨季爆发还远远没有到，甚至可以说，还不确定有没有开始😂 https://t.co/4C8eQfSv4j",
    "date": "2025-01-04 02:32:32",
    "date_only": "2025-01-04",
    "timestamp": 1735957952.0,
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    "is_featured": true,
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    "url": "https://x.com/Michael_Liu93/status/1875369692766076948",
    "substance_score": 4.834,
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    "is_mental_model": false
  },
  {
    "id": "1918974520355889490",
    "text": "币安Alpha首发的且还能往上拉的，多找找多头机会，先上了合约的也谨慎空，因为Alpha首发还能拉都是奔着冲击现货去的，上了币安现货以后再找空的机会（这种还能持续护住不砸的就是要往upbit冲了），上了upbit就是最后一站，神仙来了也得浇给他。",
    "date": "2025-05-04 10:22:33",
    "date_only": "2025-05-04",
    "timestamp": 1746354153.0,
    "likes": 218,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1918974520355889490",
    "substance_score": 4.7540000000000004,
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  },
  {
    "id": "1923359622968266952",
    "text": "预售盘一直以来最大的问题就是只奖励开盘就浇给，惩罚选择持有和抄底的。Holo这次操盘Mirai给所有预售项目演示了一遍：“如何在有限子弹下，解决预售盘控筹不紧、上限低、只能一波流的问题”。\n\n昨晚看到池子只加了一点，就觉得不对劲，肯定有反转，要不是把握比较大，我也不会发推这么说。",
    "date": "2025-05-16 12:47:23",
    "date_only": "2025-05-16",
    "timestamp": 1747399643.0,
    "likes": 91,
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  {
    "id": "1874418268951441805",
    "text": "所以第三点延申到交易策略，在币安二级炒meme的话的确该多关注点币安明显重点扶持的项目，大概率不会割的很难看，一级链上就无所谓了。",
    "date": "2025-01-01 11:31:54",
    "date_only": "2025-01-01",
    "timestamp": 1735731114.0,
    "likes": 29,
    "retweets": 1,
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    "isReply": true,
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    "substance_score": 4.12,
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    "quality_score": 4.12,
    "is_mental_model": false
  },
  {
    "id": "1834766624773300468",
    "text": "MagaCat涨了10倍、Cate涨了4倍，这个市场从来不缺机会，但你若想赢，要从充斥噪音的市场里先别人筛出来自己的逻辑，提前入场而不是听别人喊单，等到市场达成充分共识后止盈。哪怕你的逻辑试了以后是错的，也永远比吃下别人喂给你的然后追高强，因为前者会给你正反馈，而后者只会让你觉得pvp真的好难。",
    "date": "2024-09-14 01:30:26",
    "date_only": "2024-09-14",
    "timestamp": 1726277426.0,
    "likes": 25,
    "retweets": 2,
    "replies": 3,
    "views": 14420,
    "isReply": false,
    "text_len": 148,
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    "substance_score": 4.236,
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  {
    "id": "1908251687728668772",
    "text": "@Sweattt01 逻辑不是这样的。稍微回测下就知道，btc跟美股是强关联，并不是避险属性的。",
    "date": "2025-04-04 20:13:50",
    "date_only": "2025-04-04",
    "timestamp": 1743797630.0,
    "likes": 20,
    "retweets": 0,
    "replies": 3,
    "views": 8895,
    "isReply": true,
    "text_len": 48,
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    "url": "https://x.com/Michael_Liu93/status/1908251687728668772",
    "substance_score": 3.886,
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    "jev_confidence": 0.55,
    "jev_depth": 1.54,
    "jev_has_rule": 0.02,
    "quality_score": 3.886,
    "is_mental_model": true
  },
  {
    "id": "1874569861567054099",
    "text": "@wuyabin2 没明白你的逻辑，我要是冲一个盘子，我宁愿筹码都掌握在builder手里，也不想都分散在各个狙击手和波段手手里。",
    "date": "2025-01-01 21:34:17",
    "date_only": "2025-01-01",
    "timestamp": 1735767257.0,
    "likes": 9,
    "retweets": 0,
    "replies": 1,
    "views": 4684,
    "isReply": true,
    "text_len": 65,
    "curation_score": 7.9,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1874569861567054099",
    "substance_score": 3.868,
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    "jev_confidence": 0.48,
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    "quality_score": 3.868,
    "is_mental_model": false
  },
  {
    "id": "1836376033798561931",
    "text": "@octopusycc 跟btc没关系。我只是记得上个月btc插针49000山寨最低点的时候你在space让大家赶快割肉山寨，因为做市商流动性全撤了，当时福禄寿也在，感觉都听急了，印象有些深刻，所以看你今天说开始看多山寨突然感觉自己活在matrix里🫡",
    "date": "2024-09-18 12:05:39",
    "date_only": "2024-09-18",
    "timestamp": 1726661139.0,
    "likes": 6,
    "retweets": 0,
    "replies": 3,
    "views": 1129,
    "isReply": true,
    "text_len": 126,
    "curation_score": 51.3,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1836376033798561931",
    "substance_score": 3.094,
    "jev_is_substantive": 0.37,
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    "jev_confidence": 1.0,
    "jev_depth": 1.54,
    "jev_has_rule": 0.04,
    "quality_score": 3.094,
    "is_mental_model": false
  },
  {
    "id": "1899408991618527374",
    "text": "@unsteadySailor 以上几点出现也最多弹一下，就像前段时间的特朗普喊单，喊完市场就浇给。目前市场博弈的主线是recession vs 什么时候放水。",
    "date": "2025-03-11 10:36:07",
    "date_only": "2025-03-11",
    "timestamp": 1741689367.0,
    "likes": 5,
    "retweets": 0,
    "replies": 2,
    "views": 2953,
    "isReply": true,
    "text_len": 80,
    "curation_score": -1.6,
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    "substance_score": 3.964,
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  {
    "id": "2098414778989637917",
    "text": "@HU6623 他得能自动化redeem和mint，不然买盘一上来，又溢价了，又没法买了。哎哟，fourmeme是真的日了狗了",
    "date": "2026-09-11 14:14:04",
    "date_only": "2026-09-11",
    "timestamp": 1789136044.0,
    "likes": 3,
    "retweets": 0,
    "replies": 1,
    "views": 1657,
    "isReply": true,
    "text_len": 63,
    "curation_score": -7.2,
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    "substance_score": 2.936,
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    "quality_score": 2.936,
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  },
  {
    "id": "2007778677933924837",
    "text": "@LeotheHorseman 为什么投资人解锁会卖 > 要么业务不行投资人不看好、要么估值太高投资人觉得该卖了\n\n这俩都不是该不该回购的问题",
    "date": "2026-01-04 11:38:34",
    "date_only": "2026-01-04",
    "timestamp": 1767526714.0,
    "likes": 3,
    "retweets": 0,
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    "isReply": true,
    "text_len": 74,
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    "url": "https://x.com/Michael_Liu93/status/2007778677933924837",
    "substance_score": 3.5879999999999996,
    "jev_is_substantive": 0.62,
    "jev_domain": "us_stocks_tech",
    "jev_confidence": 0.52,
    "jev_depth": 1.54,
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    "quality_score": 3.5879999999999996,
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  },
  {
    "id": "1923367036186698040",
    "text": "@capyyy_capy 如果你非要钻牛角尖说“项目方如果让大家可以比预售更低的价格买到筹码就是错的”，那我也可以钻牛角尖的说“bome那会儿的几个大卡车你都可以低于预售价格买筹码了，你为什么不买？只是跌破预售价格的时间不一样罢了”",
    "date": "2025-05-16 13:16:50",
    "date_only": "2025-05-16",
    "timestamp": 1747401410.0,
    "likes": 2,
    "retweets": 0,
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    "isReply": true,
    "text_len": 116,
    "curation_score": 14.9,
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    "url": "https://x.com/Michael_Liu93/status/1923367036186698040",
    "substance_score": 3.0580000000000003,
    "jev_is_substantive": 0.36,
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    "jev_confidence": 0.53,
    "jev_depth": 1.54,
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    "quality_score": 3.0580000000000003,
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  },
  {
    "id": "2097237468932387094",
    "text": "BNC盘前价格上涨超过50%，这个币股meme叙事飞轮完全跑通了。我觉得币股meme最性感的叙事就是通过meme币来拉动实际的股票，而这次拉动的BNC是yzi lab担任董事的BNB DAT公司，价格上涨可以囤积更多的BNB，跟币安利益完全一致，同时还是four推出的新模式，我这轮没见过更好的币股meme叙事。",
    "date": "2026-09-08 08:15:52",
    "date_only": "2026-09-08",
    "timestamp": 1788855352.0,
    "likes": 0,
    "retweets": 14,
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    "views": 1450,
    "isReply": false,
    "text_len": 156,
    "curation_score": 149.9,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2097237468932387094",
    "substance_score": 3.582,
    "jev_is_substantive": 0.6,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.9,
    "jev_depth": 1.54,
    "jev_has_rule": 0.02,
    "quality_score": 3.582,
    "is_mental_model": false
  },
  {
    "id": "1977986720462406036",
    "text": "本来不想说什么，毕竟事不关己，这轮流动性清算没亏钱还赚了一些，但改K线这事儿也太草台班子了吧。所以最后插针的那个价格是拍拍脑袋直接随便输一个？主要是这事儿太容易让人联想了，如果最重要的价格数据都能改，那以后交易所给的数据你让我怎么信…. https://t.co/1tLS9djHrM",
    "date": "2025-10-14 06:35:58",
    "date_only": "2025-10-14",
    "timestamp": 1760423758.0,
    "likes": 525,
    "retweets": 66,
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    "isReply": false,
    "text_len": 142,
    "curation_score": 788.0,
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      "images/1977986720462406036_1.jpg"
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    "url": "https://x.com/Michael_Liu93/status/1977986720462406036",
    "substance_score": 3.951,
    "jev_is_substantive": 0.27,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.62,
    "jev_depth": 1.53,
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    "quality_score": 3.951,
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  },
  {
    "id": "2012043336484540621",
    "text": "sol链上又开始乱飞了，gas都跑到30m了，上币组是时候推动第二阶段上perp了，找个低预期低市值的上，一次只上一个，千万别分流。 https://t.co/N1btdi7m1A",
    "date": "2026-01-16 06:04:48",
    "date_only": "2026-01-16",
    "timestamp": 1768543488.0,
    "likes": 84,
    "retweets": 2,
    "replies": 52,
    "views": 34075,
    "isReply": false,
    "text_len": 90,
    "curation_score": 290.1,
    "is_featured": true,
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    "url": "https://x.com/Michael_Liu93/status/2012043336484540621",
    "substance_score": 4.7829999999999995,
    "jev_is_substantive": 0.8,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.69,
    "jev_depth": 1.53,
    "jev_has_rule": 0.14,
    "quality_score": 4.7829999999999995,
    "is_mental_model": false
  },
  {
    "id": "1998967148497301920",
    "text": "这两天听说了个离谱的故事，某老登攒局实际外包的项目为了能少上贡点，拿了bn day2的现货offer，然后老登们对于项目上线后表现无比自信，开盘开的贼拉高，不愿意跟做市商分钱，就没找能配资的主动MM，自己也没准备足够拉盘的钱。没想到Day 1价格直接拉垮，没达到day2",
    "date": "2025-12-11 04:04:41",
    "date_only": "2025-12-11",
    "timestamp": 1765425881.0,
    "likes": 255,
    "retweets": 10,
    "replies": 87,
    "views": 235545,
    "isReply": false,
    "text_len": 135,
    "curation_score": 620.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1998967148497301920",
    "substance_score": 3.367,
    "jev_is_substantive": 0.27,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.45,
    "jev_depth": 1.53,
    "jev_has_rule": 0.04,
    "quality_score": 3.367,
    "is_mental_model": false
  },
  {
    "id": "1988615358597730683",
    "text": "为什么再大的利好都涨不上去？\n新闻交易：市场流动性差、5分钟见红就得跑\nPvp选手：消息出来5分钟了，最多拿到10分钟就跑\n大户：都出来10分钟了，新闻交易的要浇了，不上了\n项目方：TM费劲吧啦的搞了这么久的利好，你不能让我一点都不赚吧，砸！\n老鼠仓：卧槽，怎么多睡了一会儿成亏的了",
    "date": "2025-11-12 14:30:22",
    "date_only": "2025-11-12",
    "timestamp": 1762957822.0,
    "likes": 201,
    "retweets": 6,
    "replies": 59,
    "views": 50950,
    "isReply": false,
    "text_len": 141,
    "curation_score": 524.9,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1988615358597730683",
    "substance_score": 4.129,
    "jev_is_substantive": 0.56,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.95,
    "jev_depth": 1.53,
    "jev_has_rule": 0.36,
    "quality_score": 4.129,
    "is_mental_model": false
  },
  {
    "id": "2097245444460175558",
    "text": "bnc刚也合约买进去了，等美股开盘了换过去，币安控的bnb财库公司，一共1.4亿美金的市值，这俩小市值太容易左脚踩右脚螺旋升天了。",
    "date": "2026-09-08 08:47:33",
    "date_only": "2026-09-08",
    "timestamp": 1788857253.0,
    "likes": 79,
    "retweets": 5,
    "replies": 31,
    "views": 125086,
    "isReply": false,
    "text_len": 65,
    "curation_score": 473.5,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2097245444460175558",
    "substance_score": 3.6929999999999996,
    "jev_is_substantive": 0.57,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.95,
    "jev_depth": 1.53,
    "jev_has_rule": 0.1,
    "quality_score": 3.6929999999999996,
    "is_mental_model": false
  },
  {
    "id": "1915218770400010432",
    "text": "@Grimmzer1 是对手盘流动性最大。这种小市值的很多时候日线交易量启动的时候是庄自己做出来的。",
    "date": "2025-04-24 01:38:32",
    "date_only": "2025-04-24",
    "timestamp": 1745458712.0,
    "likes": 17,
    "retweets": 0,
    "replies": 2,
    "views": 4254,
    "isReply": true,
    "text_len": 50,
    "curation_score": 19.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1915218770400010432",
    "substance_score": 3.8729999999999998,
    "jev_is_substantive": 0.76,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.61,
    "jev_depth": 1.53,
    "jev_has_rule": 0.03,
    "quality_score": 3.8729999999999998,
    "is_mental_model": false
  },
  {
    "id": "2034603333437268271",
    "text": "@Vito777_ 决定了利息高低 决定不了仍然是拿无息资产在支付利息",
    "date": "2026-03-19 12:10:10",
    "date_only": "2026-03-19",
    "timestamp": 1773922210.0,
    "likes": 12,
    "retweets": 0,
    "replies": 1,
    "views": 8062,
    "isReply": true,
    "text_len": 35,
    "curation_score": 4.1,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2034603333437268271",
    "substance_score": 3.6630000000000003,
    "jev_is_substantive": 0.66,
    "jev_domain": "macro_cycle",
    "jev_confidence": 0.73,
    "jev_depth": 1.53,
    "jev_has_rule": 0.03,
    "quality_score": 3.6630000000000003,
    "is_mental_model": false
  },
  {
    "id": "1867139239554756997",
    "text": "@13k9627 5-10亿的标的专门利用散户这种“大市值还能翻几倍？”的心理去割人，这轮越头部的山寨会跑的越好。想想btc就清楚了，有几个散户跑赢了btc？",
    "date": "2024-12-12 09:27:39",
    "date_only": "2024-12-12",
    "timestamp": 1733995659.0,
    "likes": 11,
    "retweets": 0,
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    "views": 1238,
    "isReply": true,
    "text_len": 79,
    "curation_score": 19.0,
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    "url": "https://x.com/Michael_Liu93/status/1867139239554756997",
    "substance_score": 4.049,
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    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.93,
    "jev_depth": 1.53,
    "jev_has_rule": 0.04,
    "quality_score": 4.049,
    "is_mental_model": false
  },
  {
    "id": "2098085040412651677",
    "text": "@Bilabong666 是的，得需要美股和crypto的人联动。另外两个很成功的案例，boner和amc，都是公司本体的人和这个币产生了互动，引燃了市场",
    "date": "2026-09-10 16:23:48",
    "date_only": "2026-09-10",
    "timestamp": 1789057428.0,
    "likes": 10,
    "retweets": 0,
    "replies": 0,
    "views": 1331,
    "isReply": true,
    "text_len": 77,
    "curation_score": 2.7,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2098085040412651677",
    "substance_score": 3.251,
    "jev_is_substantive": 0.46,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.86,
    "jev_depth": 1.53,
    "jev_has_rule": 0.02,
    "quality_score": 3.251,
    "is_mental_model": false
  },
  {
    "id": "1931073356721451480",
    "text": "@KelseyWeb3VC @0xcryptowizard @connectfarm1 主要是国外阴谋集团那套给筹码找买盘的玩法已经不怎么玩的下去了，这帮人又贵call power还小，大部分道德水准也很低，call完能浇则浇，然后互相也知道对方是什么屌样子，所以币发出来很快就成阴谋集团内部pvp，庄也不敢花钱拉盘，怕被砸，这种项目国产车头自然不敢call😅",
    "date": "2025-06-06 19:39:00",
    "date_only": "2025-06-06",
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  {
    "id": "1947730036175605824",
    "text": "@gold_burger 蜡烛图反映的是基本面和资金的阴谋阳谋的结果，单看蜡烛图有用，去看趋势的强弱，但知道背后的原因会更知道去哪止盈/止损",
    "date": "2025-07-22 18:46:42",
    "date_only": "2025-07-22",
    "timestamp": 1753210002.0,
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  {
    "id": "1867141931261964571",
    "text": "@13k9627 机构不买你觉得这几个蓝筹怎么拉的？机构不买aave doge sui，难道会去买5-10亿的垃圾空气应用币吗，交易中别总想着贪便宜，想着“庄总归得拉”，垃圾项目方都卸完货去发下个盘子了，车上全都是散户还在期待机构进场拉这些垃圾币。。。。",
    "date": "2024-12-12 09:38:20",
    "date_only": "2024-12-12",
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    "substance_score": 3.971,
    "jev_is_substantive": 0.81,
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    "jev_confidence": 0.72,
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  {
    "id": "2047434287444877457",
    "text": "新手学交易的第一课：大道至简，这世上本就没有圣杯，都是常识。短线无非就是把支撑/阻力/情绪研究明白，长线就是研究好优质共识标，然后耐心等待价格错配的时机出手。其余的，包括新闻、各种技术指标、某人说了什么，都是你无需去关注的噪音。 https://t.co/4dS1qSME3v",
    "date": "2026-04-23 21:55:48",
    "date_only": "2026-04-23",
    "timestamp": 1776981348.0,
    "likes": 328,
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    "url": "https://x.com/Michael_Liu93/status/2047434287444877457",
    "substance_score": 5.276,
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    "jev_confidence": 1.0,
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  },
  {
    "id": "1881409227379622318",
    "text": "这是刚开始做账号还在写二级内容时候的第一篇爆火的帖子，刚无聊又去看了看DOGS的价格，四个月时间又跌了70%，上线后基本不管散户在哪个位置买，全部都得被套住。最近很多meme币上线交易所合约后，一路暴跌，“庄”的操作也可以参考这个帖子。 https://t.co/HMr6DYFptH",
    "date": "2025-01-20 18:31:29",
    "date_only": "2025-01-20",
    "timestamp": 1737397889.0,
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    "url": "https://x.com/Michael_Liu93/status/1881409227379622318",
    "substance_score": 4.492000000000001,
    "jev_is_substantive": 0.54,
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    "jev_confidence": 0.99,
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  },
  {
    "id": "2090385620107706425",
    "text": "这俩月节奏踩的太好了，6月看AI大顶存储腰斩完美躲过，6月判断crypto大底开始定投btc和eth，7-8月存储单吊闪迪铁底买入两波反弹吃满，crcl 60附近一直在补，目前已经水上。\n\n5月真的被嘲讽麻了，再说有AI没资金会去买crypto了？再说傻逼才会买crcl？来看看crcl 5倍前，你套在山顶的存储单能不能解套🤡",
    "date": "2026-08-20 10:29:03",
    "date_only": "2026-08-20",
    "timestamp": 1787221743.0,
    "likes": 363,
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    "curation_score": 586.8,
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    "url": "https://x.com/Michael_Liu93/status/2090385620107706425",
    "substance_score": 4.204000000000001,
    "jev_is_substantive": 0.68,
    "jev_domain": "us_stocks_tech",
    "jev_confidence": 0.69,
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  {
    "id": "2095413795955094010",
    "text": "之前对robinhood股票不怎么感冒，觉得实在太贵了，只上了很小的仓位，这波hood打链上让我看到了Vlad这个创始人有多强，说几个我的观察：\n\n- 基建铺的太快了，一两个月时间完全感受不到跟做了多年的bsc和sol比的差距。\n-",
    "date": "2026-09-03 07:29:14",
    "date_only": "2026-09-03",
    "timestamp": 1788420554.0,
    "likes": 313,
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  {
    "id": "1914490877260783691",
    "text": "预测一下，btc跟黄金跟不过几天就得重新跟回美股。\n\n机构和各大央行去买黄金是真的去避险的，而去赌btc不再跟美股去跟黄金本身就是个高风险的投机行为，不是避险行为。",
    "date": "2025-04-22 01:26:09",
    "date_only": "2025-04-22",
    "timestamp": 1745285169.0,
    "likes": 230,
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    "jev_confidence": 0.71,
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  {
    "id": "1882295893371793596",
    "text": "大家听劝好不…..你知道光我自己身边认识的一圈dev都在联系各个国家的政府官员问要不要发币了。一个大卡车跑出来之后，一段时间内出来的全是pvp或者跟庄比谁先跑的流水盘。",
    "date": "2025-01-23 05:14:47",
    "date_only": "2025-01-23",
    "timestamp": 1737609287.0,
    "likes": 144,
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  {
    "id": "2034607456379392034",
    "text": "@Vito777_ strc就是赌总有新的资金进来，但是如果btc低位横盘五六年，就g了😅",
    "date": "2026-03-19 12:26:33",
    "date_only": "2026-03-19",
    "timestamp": 1773923193.0,
    "likes": 11,
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    "text_len": 45,
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  {
    "id": "1990620787523662067",
    "text": "@market_beggar 第一波上去肯定要先下来，上面太多套牢盘了",
    "date": "2025-11-18 03:19:14",
    "date_only": "2025-11-18",
    "timestamp": 1763435954.0,
    "likes": 9,
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    "isReply": true,
    "text_len": 35,
    "curation_score": -9.1,
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    "jev_confidence": 0.36,
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  {
    "id": "1898454471145091112",
    "text": "@CryptoofRICARDO @crypandapto 被动做市商基本都是借币的，主动做市商分revenue share+筹码",
    "date": "2025-03-08 19:23:12",
    "date_only": "2025-03-08",
    "timestamp": 1741461792.0,
    "likes": 3,
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    "isReply": true,
    "text_len": 65,
    "curation_score": -23.6,
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    "substance_score": 3.778,
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    "jev_confidence": 0.98,
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    "quality_score": 3.778,
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  {
    "id": "1877937273767141662",
    "text": "@liuw0718 这么说其实也不对，Mira和以太河马不都是自愿打币过去捐的吗，只是“市场”想要慈善概念，但是不接受慈善真的抽价值😂",
    "date": "2025-01-11 04:35:11",
    "date_only": "2025-01-11",
    "timestamp": 1736570111.0,
    "likes": 2,
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    "substance_score": 2.9800000000000004,
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    "jev_confidence": 0.44,
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  {
    "id": "1747637524389056628",
    "text": "@laofeiyyds 冲$tcati吧，v神签名币，1/3的筹码由v神地址持有，资助他建设他的去中心化乌托邦Zuzalu，筹码分布干净，现在才1M市值，musk的签名值100m，v神的签名$Tcati现在是1%，赔率极高",
    "date": "2024-01-17 15:10:30",
    "date_only": "2024-01-17",
    "timestamp": 1705504230.0,
    "likes": 2,
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    "substance_score": 2.9880000000000004,
    "jev_is_substantive": 0.34,
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    "jev_confidence": 0.67,
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  {
    "id": "1867142679332868461",
    "text": "@Grimmzer1 牛市上杠杆是刚需，tvl肯定会暴涨，aave是eth defi的龙头基础设施，币价也有跟take rate挂钩，而不是空气",
    "date": "2024-12-12 09:41:19",
    "date_only": "2024-12-12",
    "timestamp": 1733996479.0,
    "likes": 1,
    "retweets": 0,
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    "views": 1225,
    "isReply": true,
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    "substance_score": 4.006,
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  {
    "id": "1831877625218060312",
    "text": "@Zhengxiang14452 以后炒山寨前都先看看筹码分布，把最大几个地址的转账盯住",
    "date": "2024-09-06 02:10:35",
    "date_only": "2024-09-06",
    "timestamp": 1725588635.0,
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  },
  {
    "id": "1893920950468378982",
    "text": "之前不懂合约怎么收割的可以学习下这两天的Ban，现货四两拨千斤，疯狂收割合约的典型案例。\n\n一个币一旦上了合约，其实不需要拉盘才能出货，只要现货控筹紧，合约找一个对手盘够多的方向，就能疯狂提款。",
    "date": "2025-02-24 07:08:36",
    "date_only": "2025-02-24",
    "timestamp": 1740380916.0,
    "likes": 333,
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  },
  {
    "id": "1901840176575557969",
    "text": "这轮bsc扶持完meme把流动性从sol拉过来之后，接着应该就会搞ai了，这才是“能留下东西”的搞法。我看bsc的AI黑客松也要开搞了，去年年底sol的黑客松行情大家应该还记忆犹新，后面着重关注下bsc上的AI标的，AI Second Wave?",
    "date": "2025-03-18 03:36:47",
    "date_only": "2025-03-18",
    "timestamp": 1742269007.0,
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  },
  {
    "id": "1915087894630498602",
    "text": "Trump真是把韭菜心理学研究的透透的，拉盘都是靠嘴。巴菲特能拍出千万晚餐，那我特朗普也不差，假设500w一顿晚餐，我开200个就是10个亿的买盘。然后解锁期延后三个月让你觉得他不会浇给你，然后合约和otc疯狂出货。韭菜们想着5月12才截止期呢，可以博一波，疯狂给人家提供对手盘。",
    "date": "2025-04-23 16:58:29",
    "date_only": "2025-04-23",
    "timestamp": 1745427509.0,
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  {
    "id": "2071733219024941225",
    "text": "最近sol西方生态的kol们，给我一种吹的用力过猛，结果市场除了一群要饭的捧场，有子弹的人无人在意的感觉。\n\n这轮sol还想靠高控meme币去人造行情是造不起来的，sol需要新的故事线。",
    "date": "2026-06-29 23:11:05",
    "date_only": "2026-06-29",
    "timestamp": 1782774665.0,
    "likes": 158,
    "retweets": 1,
    "replies": 59,
    "views": 48325,
    "isReply": false,
    "text_len": 93,
    "curation_score": 441.6,
    "is_featured": true,
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    "url": "https://x.com/Michael_Liu93/status/2071733219024941225",
    "substance_score": 4.061,
    "jev_is_substantive": 0.73,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.68,
    "jev_depth": 1.51,
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    "quality_score": 4.061,
    "is_mental_model": false
  },
  {
    "id": "1956337687348281756",
    "text": "现在跟身边朋友讨论事情，尤其是交易观点的时候，更愿意听到的反而是反驳的声音和理由，而不是互相认同，互相fomo。\n\n因为我发现，过去那些我内心积极想要寻求认同的交易上，最后的结果都没有很好。回想起来，这些交易可能一开始就没想的很清楚，才会去急于寻求认同。",
    "date": "2025-08-15 12:50:26",
    "date_only": "2025-08-15",
    "timestamp": 1755262226.0,
    "likes": 135,
    "retweets": 7,
    "replies": 41,
    "views": 32635,
    "isReply": false,
    "text_len": 127,
    "curation_score": 378.8,
    "is_featured": true,
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    "url": "https://x.com/Michael_Liu93/status/1956337687348281756",
    "substance_score": 3.8790000000000004,
    "jev_is_substantive": 0.65,
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    "jev_confidence": 1.0,
    "jev_depth": 1.51,
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    "quality_score": 3.8790000000000004,
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  },
  {
    "id": "2066080084449255844",
    "text": "@482142356X 这不是赌场不赌场的问题，妖币操盘正常收筹合约拉盘没问题，这相当于直接一键清空了所有持有现货的人的筹码。",
    "date": "2026-06-14 08:47:32",
    "date_only": "2026-06-14",
    "timestamp": 1781426852.0,
    "likes": 8,
    "retweets": 0,
    "replies": 1,
    "views": 1509,
    "isReply": true,
    "text_len": 63,
    "curation_score": 0.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2066080084449255844",
    "substance_score": 3.5410000000000004,
    "jev_is_substantive": 0.61,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.53,
    "jev_depth": 1.51,
    "jev_has_rule": 0.05,
    "quality_score": 3.5410000000000004,
    "is_mental_model": false
  },
  {
    "id": "1844989385491742906",
    "text": "@_eat_apple_ 看top 20持仓地址基本都能发现庄，然后去沿着蛛丝马迹去找它的收筹钱包和小钱包",
    "date": "2024-10-12 06:32:02",
    "date_only": "2024-10-12",
    "timestamp": 1728714722.0,
    "likes": 5,
    "retweets": 1,
    "replies": 1,
    "views": 3164,
    "isReply": true,
    "text_len": 53,
    "curation_score": 1.8,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1844989385491742906",
    "substance_score": 3.751,
    "jev_is_substantive": 0.72,
    "jev_domain": "onchain_flow",
    "jev_confidence": 0.99,
    "jev_depth": 1.51,
    "jev_has_rule": 0.04,
    "quality_score": 3.751,
    "is_mental_model": false
  },
  {
    "id": "1881723861273915665",
    "text": "@lovefuxkworld @dandanyx1122 @Freya_Starfall @wormhole @solana @MeteoraAG 因为有溢价啊，一开始套利的交易者还没跨过来，大家不对比价格就冲solana了。。。。",
    "date": "2025-01-21 15:21:43",
    "date_only": "2025-01-21",
    "timestamp": 1737472903.0,
    "likes": 2,
    "retweets": 0,
    "replies": 1,
    "views": 458,
    "isReply": true,
    "text_len": 116,
    "curation_score": 13.9,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1881723861273915665",
    "substance_score": 3.245,
    "jev_is_substantive": 0.48,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.93,
    "jev_depth": 1.51,
    "jev_has_rule": 0.02,
    "quality_score": 3.245,
    "is_mental_model": false
  },
  {
    "id": "1914231891299078437",
    "text": "@a82025juedui 是别的都涨了，就eth没涨了，最后一环资金最后进入最弱的资产",
    "date": "2025-04-21 08:17:02",
    "date_only": "2025-04-21",
    "timestamp": 1745223422.0,
    "likes": 1,
    "retweets": 0,
    "replies": 1,
    "views": 1963,
    "isReply": true,
    "text_len": 44,
    "curation_score": -9.6,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1914231891299078437",
    "substance_score": 3.847,
    "jev_is_substantive": 0.77,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.63,
    "jev_depth": 1.51,
    "jev_has_rule": 0.05,
    "quality_score": 3.847,
    "is_mental_model": false
  },
  {
    "id": "1895370593606009297",
    "text": "推上很多人已经爆仓了，而恐怖的是BTC真正开跌才只有1周时间，管住自己的手啊，更别贷款，这波下跌我觉得最理想的结局就是进入一个三个月到半年的小熊市，然后放水期来了之后再来一波。 https://t.co/EzvCljZUPl",
    "date": "2025-02-28 07:08:58",
    "date_only": "2025-02-28",
    "timestamp": 1740726538.0,
    "likes": 214,
    "retweets": 9,
    "replies": 73,
    "views": 125012,
    "isReply": false,
    "text_len": 112,
    "curation_score": 647.0,
    "is_featured": true,
    "local_images": [
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      "images/1895370593606009297_1.jpg"
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    "url": "https://x.com/Michael_Liu93/status/1895370593606009297",
    "substance_score": 5.166,
    "jev_is_substantive": 0.89,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.79,
    "jev_depth": 1.5,
    "jev_has_rule": 0.09,
    "quality_score": 5.166,
    "is_mental_model": true
  },
  {
    "id": "1984557755420852364",
    "text": "做空清单在这里，大家记得收藏下，说个不会亏的策略，空投多的上线空，空投少或者打了时间差的开盘第二天空，止损设前高，这策略你去回顾下过去一年的所有vc币，就没输过。",
    "date": "2025-11-01 09:46:54",
    "date_only": "2025-11-01",
    "timestamp": 1761990414.0,
    "likes": 467,
    "retweets": 102,
    "replies": 50,
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    "isReply": false,
    "text_len": 81,
    "curation_score": 816.4,
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    "url": "https://x.com/Michael_Liu93/status/1984557755420852364",
    "substance_score": 5.1659999999999995,
    "jev_is_substantive": 0.86,
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    "jev_confidence": 0.98,
    "jev_depth": 1.5,
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    "quality_score": 5.1659999999999995,
    "is_mental_model": true
  },
  {
    "id": "1855926391541465425",
    "text": "我实在搞不懂为什么币安上了ACT和Peanut会有这么多人出来黑币安的上币策略？\n\n币安愿意上小币难道不是一件好事吗？难道你又怀念一二级没有任何造富效应，只上VC币不给散户一点机会，所有币开盘就狙到私募价20倍的时候？",
    "date": "2024-11-11 10:51:47",
    "date_only": "2024-11-11",
    "timestamp": 1731322307.0,
    "likes": 317,
    "retweets": 33,
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    "text_len": 109,
    "curation_score": 681.5,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1855926391541465425",
    "substance_score": 3.786,
    "jev_is_substantive": 0.51,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.86,
    "jev_depth": 1.5,
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    "quality_score": 3.786,
    "is_mental_model": false
  },
  {
    "id": "2090101332653044024",
    "text": "明天应该就能刷到一堆踏空的人开始做空btc了上轮很多没抄到底的人就是这么从2w开始空了一整个周期的。牛初杀的人不比熊初少。\n\n嗯，我第一轮crypto周期也被这么杀过。",
    "date": "2026-08-19 15:39:24",
    "date_only": "2026-08-19",
    "timestamp": 1787153964.0,
    "likes": 300,
    "retweets": 15,
    "replies": 90,
    "views": 88811,
    "isReply": false,
    "text_len": 84,
    "curation_score": 657.6,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2090101332653044024",
    "substance_score": 4.094,
    "jev_is_substantive": 0.66,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.45,
    "jev_depth": 1.5,
    "jev_has_rule": 0.03,
    "quality_score": 4.094,
    "is_mental_model": true
  },
  {
    "id": "2063860735181025712",
    "text": "去年10月清仓之后，11月看到身边很多朋友开始抄底时写了这篇帖子，还有这篇熊市生存手册（大家可以回头看下预言中了几条）。https://t.co/0qyNsVrxvG\n\n到了今天（我认为已经快到熊底阶段了），想分享一个我在前几轮熊底时犯的最大错误：“频繁短线交易并持续保持做空思维”",
    "date": "2026-06-08 05:48:38",
    "date_only": "2026-06-08",
    "timestamp": 1780897718.0,
    "likes": 232,
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    "isReply": false,
    "text_len": 141,
    "curation_score": 579.8,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2063860735181025712",
    "substance_score": 4.478,
    "jev_is_substantive": 0.84,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.99,
    "jev_depth": 1.5,
    "jev_has_rule": 0.06,
    "quality_score": 4.478,
    "is_mental_model": true
  },
  {
    "id": "1877422634872484196",
    "text": "。。。。。Shaw是真牛逼，每次fud都是先砸盘完然后最低点fud，一堆散户割肉然后朋友接筹码上车，这种事儿大家也都心知肚明，但你别说出来啊。我猜下一步，shaw知道了大家都知道他这么搞，下次会故意砸盘fud自己，然后现在大家知道他这样搞法了，会一堆人上去接盘，实际这次就是真的砸盘，然后套牢你。",
    "date": "2025-01-09 18:30:11",
    "date_only": "2025-01-09",
    "timestamp": 1736447411.0,
    "likes": 135,
    "retweets": 15,
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    "isReply": false,
    "text_len": 148,
    "curation_score": 497.3,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1877422634872484196",
    "substance_score": 3.332,
    "jev_is_substantive": 0.36,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.65,
    "jev_depth": 1.5,
    "jev_has_rule": 0.04,
    "quality_score": 3.332,
    "is_mental_model": false
  },
  {
    "id": "2063869765576450461",
    "text": "股票上链，半年市场扩大了5倍；现在十几亿，明年这个时候应该就是几百亿的规模了，我现在身边炒美股的朋友都开始用hyperliquid看盘前和周末。\n\n我不知道怎么对rwa bearish。",
    "date": "2026-06-08 06:24:31",
    "date_only": "2026-06-08",
    "timestamp": 1780899871.0,
    "likes": 73,
    "retweets": 1,
    "replies": 9,
    "views": 28139,
    "isReply": false,
    "text_len": 93,
    "curation_score": 273.8,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2063869765576450461",
    "substance_score": 3.7159999999999997,
    "jev_is_substantive": 0.65,
    "jev_domain": "onchain_flow",
    "jev_confidence": 0.44,
    "jev_depth": 1.5,
    "jev_has_rule": 0.02,
    "quality_score": 3.7159999999999997,
    "is_mental_model": false
  },
  {
    "id": "2096594567672066080",
    "text": "@hellosuoha 这波是啊，也不是回购，配合推pump app提前拉盘了，就跟上次推直播币+拉盘，然后上了upbit就浇了，估计这次也没想到被pons截了胡。",
    "date": "2026-09-06 13:41:12",
    "date_only": "2026-09-06",
    "timestamp": 1788702072.0,
    "likes": 4,
    "retweets": 0,
    "replies": 0,
    "views": 3029,
    "isReply": true,
    "text_len": 82,
    "curation_score": 22.1,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2096594567672066080",
    "substance_score": 2.934,
    "jev_is_substantive": 0.33,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.77,
    "jev_depth": 1.5,
    "jev_has_rule": 0.02,
    "quality_score": 2.934,
    "is_mental_model": false
  },
  {
    "id": "1849869651683266637",
    "text": "不懂一级庄盘子怎么找的，去拿二级people的图去找吧，建议玩稍微大点的盘子，里面坑相对少一些，也相对少一些暴涨暴跌。也给所有想二级做空meme的小伙伴一个提醒，你要做空就去空新上的假meme币和没用的vc基建币，非要moodeng上线空moodeng，dogs上线多dogs，那我只能理解你是来给上辈子赎罪来了😂。 https://t.co/4vLjOVsmPL",
    "date": "2024-10-25 17:44:28",
    "date_only": "2024-10-25",
    "timestamp": 1729878268.0,
    "likes": 82,
    "retweets": 11,
    "replies": 17,
    "views": 37588,
    "isReply": false,
    "text_len": 182,
    "curation_score": 421.2,
    "is_featured": true,
    "local_images": [
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    "url": "https://x.com/Michael_Liu93/status/1849869651683266637",
    "substance_score": 4.703,
    "jev_is_substantive": 0.79,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.87,
    "jev_depth": 1.49,
    "jev_has_rule": 0.1,
    "quality_score": 4.703,
    "is_mental_model": false
  },
  {
    "id": "2072025693563830741",
    "text": "扫了一下时间线，发现都在担心circle，并没几个人意识到stripe，visa，mastercard，blackrock，coinbase一起下场做稳定币，对usdt和usdc和整个加密赛道都是个具大的利好。\n\n传统金融机构们做了个联盟币全面拥抱稳定币，你跟我说usdt和usdc要被取代了，纽交所做bakkt，blackrock做btc",
    "date": "2026-06-30 18:33:16",
    "date_only": "2026-06-30",
    "timestamp": 1782844396.0,
    "likes": 189,
    "retweets": 21,
    "replies": 55,
    "views": 103418,
    "isReply": false,
    "text_len": 170,
    "curation_score": 681.5,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2072025693563830741",
    "substance_score": 4.305,
    "jev_is_substantive": 0.8,
    "jev_domain": "macro_cycle",
    "jev_confidence": 0.45,
    "jev_depth": 1.49,
    "jev_has_rule": 0.01,
    "quality_score": 4.305,
    "is_mental_model": true
  },
  {
    "id": "2097592223923921364",
    "text": "fourmeme真的烂到骨子里去了，昨天4stock势头正好的时候，官推发个rug币去分流，看地址又是skyai和b那帮人，分流连bnc的价格都打下来了，币安体系里就是因为有这些长期的吸血鬼，一点点大家都跑去别的链玩了。\n\nbnc stock meme本是个可以造神盘把robinhood势头完全抢过来的机会。\n@heyibinance",
    "date": "2026-09-09 07:45:32",
    "date_only": "2026-09-09",
    "timestamp": 1788939932.0,
    "likes": 132,
    "retweets": 11,
    "replies": 93,
    "views": 41078,
    "isReply": false,
    "text_len": 168,
    "curation_score": 418.2,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2097592223923921364",
    "substance_score": 3.359,
    "jev_is_substantive": 0.4,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.97,
    "jev_depth": 1.49,
    "jev_has_rule": 0.02,
    "quality_score": 3.359,
    "is_mental_model": false
  },
  {
    "id": "2063508512442052972",
    "text": "刷时间线看还在聊大盘的都在call更低，看三四万，但我觉得最大的fud已经出来了，周五也是美股币市双杀，想不到更大利空事件出现了。",
    "date": "2026-06-07 06:29:02",
    "date_only": "2026-06-07",
    "timestamp": 1780813742.0,
    "likes": 28,
    "retweets": 0,
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    "views": 7597,
    "isReply": true,
    "text_len": 65,
    "curation_score": 42.2,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2063508512442052972",
    "substance_score": 3.687,
    "jev_is_substantive": 0.69,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.46,
    "jev_depth": 1.49,
    "jev_has_rule": 0.02,
    "quality_score": 3.687,
    "is_mental_model": false
  },
  {
    "id": "1832445024308752396",
    "text": "meme有庄从来不是问题，问题是阴毛，开盘直接狙完筹码全部转走打散，完全没任何可分析的逻辑，你信庄会拉你就上 不信就不上，然后过程中不断去快速砸盘然后自己钱包接回来，上的散户多了直接砸完弃盘去蹭下一个，最近的那个ebull也是开盘狙击到25M。炒币要与庄共舞说的没错，但我跟阴毛实在舞不起来。",
    "date": "2024-09-07 15:45:13",
    "date_only": "2024-09-07",
    "timestamp": 1725723913.0,
    "likes": 12,
    "retweets": 0,
    "replies": 3,
    "views": 6364,
    "isReply": true,
    "text_len": 146,
    "curation_score": 85.7,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1832445024308752396",
    "substance_score": 3.363,
    "jev_is_substantive": 0.5,
    "jev_domain": "meme_pvp",
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  {
    "id": "2075045593890898132",
    "text": "@hexiecs 我想的是等adr上了，做adr trade的人跑掉了之后可能会出个局部底。",
    "date": "2026-07-09 02:33:16",
    "date_only": "2026-07-09",
    "timestamp": 1783564396.0,
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    "retweets": 0,
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  {
    "id": "1992924612003611005",
    "text": "我：说来Monad这波链上要冲点什么吗？\nLam：目前看到了10个台子，18个吉祥物，算上大小写和中文。应该有10*18*3=540个ca要你上。\n@0xCryptoWing https://t.co/cekIEa8Dtr",
    "date": "2025-11-24 11:53:48",
    "date_only": "2025-11-24",
    "timestamp": 1763985228.0,
    "likes": 114,
    "retweets": 0,
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    "jev_confidence": 0.86,
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  {
    "id": "1841541171174375564",
    "text": "@Milady100x 这还没直接喊？你问我为什么我要发eth的这个，而不是sol的教学，因为poe喊的盘子的相关庄地址已经扒出来了。 https://t.co/RjthhtMJsL",
    "date": "2024-10-02 18:10:04",
    "date_only": "2024-10-02",
    "timestamp": 1727892604.0,
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    "isReply": true,
    "text_len": 91,
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    "url": "https://x.com/Michael_Liu93/status/1841541171174375564",
    "substance_score": 3.6559999999999997,
    "jev_is_substantive": 0.4,
    "jev_domain": "onchain_flow",
    "jev_confidence": 0.59,
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  {
    "id": "1894593303263547645",
    "text": "下个阶段，会有很多人开始玩合约想要回本，先从低倍杠杆开始，直到杠杆拉满爆仓出局，最后走上借贷的路。请你管住自己的手，先把心态整理好，没行情就耐心等待，拿时间去陪陪爸妈，或者找找工作学学英文也行，机会是等出来的，不是拉杠杆赌出来的。",
    "date": "2025-02-26 03:40:17",
    "date_only": "2025-02-26",
    "timestamp": 1740541217.0,
    "likes": 368,
    "retweets": 23,
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    "text_len": 115,
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    "url": "https://x.com/Michael_Liu93/status/1894593303263547645",
    "substance_score": 4.404,
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    "jev_domain": "mindset_risk",
    "jev_confidence": 1.0,
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    "jev_has_rule": 0.08,
    "quality_score": 4.404,
    "is_mental_model": true
  },
  {
    "id": "2093218524206690425",
    "text": "昨天被我哥安利了All-in-Podcast这个播客，他说每一期都会第一时间看。确实都是跟科技核心圈的insider们非常高质量的对话，比如Anthropic这一期，看完大概对AI大模型的投资人预期/顾虑/竞争/估值/增长就有一个比较全面的了解了，全英文长内容，信息量很大，不算好消化，但非常推荐。",
    "date": "2026-08-28 06:06:00",
    "date_only": "2026-08-28",
    "timestamp": 1787897160.0,
    "likes": 273,
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    "url": "https://x.com/Michael_Liu93/status/2093218524206690425",
    "substance_score": 3.368,
    "jev_is_substantive": 0.32,
    "jev_domain": "us_stocks_tech",
    "jev_confidence": 0.9,
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    "jev_has_rule": 0.01,
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  },
  {
    "id": "1990559031073890599",
    "text": "这波下跌最可怕的地方在于，你都不知道为什么会跌，btc价格已经跌到快跟关税战时候差不多了，但消息面上风平浪静，fed那边还时不时放点利好发言，所以这次大家都很敢抄。",
    "date": "2025-11-17 23:13:50",
    "date_only": "2025-11-17",
    "timestamp": 1763421230.0,
    "likes": 248,
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  },
  {
    "id": "1988044019407220871",
    "text": "最近挺多人问我对hyperliquid的看法的，以及要不要买hype，之前没聊过，今天趁着uni正好聊聊hype。\n\n我挺看好hyperliquid，巨大现金牛业务，接近所有收入都回购代币，短期内有竟对超越hyperliquid的可能性也不大，但我的看好仅限于对hyperliquid业务看好。",
    "date": "2025-11-11 00:40:04",
    "date_only": "2025-11-11",
    "timestamp": 1762821604.0,
    "likes": 161,
    "retweets": 8,
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    "jev_confidence": 0.98,
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  },
  {
    "id": "1890126784454357178",
    "text": "看着vc项目方到链上拿着vc盘的那一套想收割，没人买账挺搞笑的😂。你要自己画线真的不如去继续玩交易所的那一套，那里至少自然买量还充足一点。\n\n其实我一直觉得链上市场pvp是个好事，说明参与的玩家都是“聪明人”，项目方收割的难度大幅提升，一不小心就收割了自己。",
    "date": "2025-02-13 19:51:56",
    "date_only": "2025-02-13",
    "timestamp": 1739476316.0,
    "likes": 133,
    "retweets": 16,
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    "isReply": false,
    "text_len": 129,
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    "jev_confidence": 0.81,
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    "is_mental_model": false
  },
  {
    "id": "1959178886174130489",
    "text": "给自己多一些容错率，不要上杠杆，大牛市现货的倍数已经很恐怖了，也珍惜降息前后的每一次抄底机会",
    "date": "2025-08-23 09:00:20",
    "date_only": "2025-08-23",
    "timestamp": 1755939620.0,
    "likes": 86,
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    "isReply": true,
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  {
    "id": "1831094348555137146",
    "text": "@lng31250594 没法做投资建议是因为我真的不知道，现在看庄在空，可能过几天市场好了，庄平了空拉一波再空出货也说不定，这种策略本身就是要边做边看的",
    "date": "2024-09-03 22:18:07",
    "date_only": "2024-09-03",
    "timestamp": 1725401887.0,
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    "isReply": true,
    "text_len": 77,
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    "substance_score": 3.566,
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    "jev_confidence": 0.73,
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    "is_mental_model": false
  },
  {
    "id": "1894386415972356453",
    "text": "在香港consensus参会给我的感觉还是准的，市场还是太乐观了，几乎所有人都觉得只是阶段性回调，但这两天很多人开始问：是不是这轮牛市就这么结束了？\n\n我的观点还是放水后会有一波大的山寨上涨行情，但短中期内需要来波大清算了，美股和币圈都是。",
    "date": "2025-02-25 13:58:12",
    "date_only": "2025-02-25",
    "timestamp": 1740491892.0,
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  },
  {
    "id": "2058113257467215887",
    "text": "观点没变，BES看新低，BTC至少摸个前低。熊市少动，没跌到让你很“眼馋”的价格就不要买，7-8w显然不是那个眼馋的价格，多看看别的市场咯，盈亏比和交易逻辑比现在的币圈好太多了。",
    "date": "2026-05-23 09:10:13",
    "date_only": "2026-05-23",
    "timestamp": 1779527413.0,
    "likes": 126,
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    "substance_score": 4.529000000000001,
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    "jev_confidence": 0.86,
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    "jev_has_rule": 0.2,
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    "is_mental_model": true
  },
  {
    "id": "2045323016532578332",
    "text": "说实话我都不确定现在找到足够对手盘了，一直拉费率一直是正的，这个币別做空",
    "date": "2026-04-18 02:06:22",
    "date_only": "2026-04-18",
    "timestamp": 1776477982.0,
    "likes": 15,
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    "views": 7541,
    "isReply": true,
    "text_len": 36,
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    "quality_score": 3.6750000000000003,
    "is_mental_model": false
  },
  {
    "id": "1837102728402850249",
    "text": "实在看不下去了，今天刷到好多平时都没见过的矩阵号在喊单各种角度巨勉强的币，这种你买进去15分钟人家就拉你头上然后去喊单下一个了，小白越是这种时候越容易亏钱。",
    "date": "2024-09-20 12:13:16",
    "date_only": "2024-09-20",
    "timestamp": 1726834396.0,
    "likes": 13,
    "retweets": 0,
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    "isReply": true,
    "text_len": 78,
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    "jev_confidence": 0.84,
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    "is_mental_model": false
  },
  {
    "id": "2014401203950834116",
    "text": "@3500Web3 订单薄太薄了，随便来点买盘就把合约戳爆了",
    "date": "2026-01-22 18:14:07",
    "date_only": "2026-01-22",
    "timestamp": 1769105647.0,
    "likes": 8,
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    "isReply": true,
    "text_len": 30,
    "curation_score": 3.1,
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    "substance_score": 2.997,
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    "jev_confidence": 0.98,
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    "is_mental_model": false
  },
  {
    "id": "1844979134264639655",
    "text": "今天有小伙伴私信我，问我为什么说“车重难拉，散户多不应该是说共识强，好拉才对吗？”，虽然这是个比较基础的问题，但是我觉得可以展开并延展到你跟庄喝汤的交易策略里最基础的思路和方法应该是什么。我这里拿一个一级典型的庄币做解释，就不贴是哪个了，避免大家乱冲又亏钱，请大家看出来的也先别在下 https://t.co/dMUIHODrJI",
    "date": "2024-10-12 05:51:18",
    "date_only": "2024-10-12",
    "timestamp": 1728712278.0,
    "likes": 881,
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    "url": "https://x.com/Michael_Liu93/status/1844979134264639655",
    "substance_score": 4.818,
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    "jev_confidence": 0.73,
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    "jev_has_rule": 0.06,
    "quality_score": 4.818,
    "is_mental_model": false
  },
  {
    "id": "1869599256644038948",
    "text": "绝大部分币上了币安就是终点，团队的格局和社区的共识都写在脸上。二级的散户玩交易所新币，技术分析是一点用也没有，团队真想倒货套牢你，我都能给你把线画好，更不用说那帮专业tradifi出来的做市商了，到时候你套牢了还得帮人家出货的团队去cx别的散户上车成为退出流动性。这个圈子不大，我喜欢关注 https://t.co/qPEWwdH9jq",
    "date": "2024-12-19 04:22:52",
    "date_only": "2024-12-19",
    "timestamp": 1734582172.0,
    "likes": 116,
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    "is_featured": true,
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    "url": "https://x.com/Michael_Liu93/status/1869599256644038948",
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    "quality_score": 4.65,
    "is_mental_model": true
  },
  {
    "id": "2096179862260314217",
    "text": "在币安上币，有些币是拿来打开天花板去跟竞对掰手腕的，有些币是去满足“链上社区”的，有些币是给项目方和自己人开的。二级接盘meme真的得想清楚自己买到的是啥。",
    "date": "2026-09-05 10:13:18",
    "date_only": "2026-09-05",
    "timestamp": 1788603198.0,
    "likes": 139,
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    "isReply": false,
    "text_len": 78,
    "curation_score": 399.7,
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    "substance_score": 4.016,
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    "jev_confidence": 0.8,
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    "is_mental_model": false
  },
  {
    "id": "2038896701361021365",
    "text": "现在回看Jeff的这篇看空白银的采访是否就有感觉多了？他对于白银类比山寨的逻辑也是让我去回测白银/黄金汇率对去判断贵金属到顶了的逻辑来源。\n\nJeff是我关注的为数不多的机构投资人，因为绝大部分机构投资人，像老黑arthur，tom lee，cathie",
    "date": "2026-03-31 08:30:29",
    "date_only": "2026-03-31",
    "timestamp": 1774945829.0,
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  {
    "id": "1995502424690401518",
    "text": "@0xcryptoHowe 老币的操作一般是OTC，OTC一波，也找KOL OTC，然后拉一两根，开始喊，喊的差不多出货",
    "date": "2025-12-01 14:37:07",
    "date_only": "2025-12-01",
    "timestamp": 1764599827.0,
    "likes": 6,
    "retweets": 0,
    "replies": 2,
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    "isReply": true,
    "text_len": 60,
    "curation_score": -17.8,
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    "url": "https://x.com/Michael_Liu93/status/1995502424690401518",
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  {
    "id": "1851111574569959608",
    "text": "@youmin8341 涨幅过快回调正常，这么没有任何护盘的跌必是因为没有新的叙事顶上去让大家有新的炒作预期",
    "date": "2024-10-29 03:59:26",
    "date_only": "2024-10-29",
    "timestamp": 1730174366.0,
    "likes": 4,
    "retweets": 0,
    "replies": 1,
    "views": 3056,
    "isReply": true,
    "text_len": 54,
    "curation_score": -17.9,
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    "substance_score": 3.742,
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  {
    "id": "2084462400527536374",
    "text": "@Solomon_Nahhh Mstr这轮应该不会螺旋死亡了，卖的币已经有足够的cash cushion了。真螺旋了，可能btc去个3w？那crcl也30见了😅",
    "date": "2026-08-04 02:12:18",
    "date_only": "2026-08-04",
    "timestamp": 1785809538.0,
    "likes": 3,
    "retweets": 0,
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    "views": 1575,
    "isReply": true,
    "text_len": 80,
    "curation_score": 7.6,
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    "substance_score": 3.0479999999999996,
    "jev_is_substantive": 0.41,
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    "jev_confidence": 0.62,
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    "jev_has_rule": 0.04,
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  {
    "id": "1881676666113867855",
    "text": "@go98517345 开玩笑呢？Freya池子比pump出来的同市值的得大三倍",
    "date": "2025-01-21 12:14:11",
    "date_only": "2025-01-21",
    "timestamp": 1737461651.0,
    "likes": 3,
    "retweets": 0,
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    "views": 864,
    "isReply": true,
    "text_len": 40,
    "curation_score": -23.8,
    "is_featured": true,
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    "url": "https://x.com/Michael_Liu93/status/1881676666113867855",
    "substance_score": 2.9599999999999995,
    "jev_is_substantive": 0.37,
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    "jev_confidence": 0.46,
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  {
    "id": "1832108150985838906",
    "text": "@0xTreats 不是的，第一天就是披着meme外衣的vc盘和慢慢变成从meme变成vc盘有本质的不同，就像btc day 1哪有什么机构钱",
    "date": "2024-09-06 17:26:36",
    "date_only": "2024-09-06",
    "timestamp": 1725643596.0,
    "likes": 3,
    "retweets": 0,
    "replies": 1,
    "views": 2492,
    "isReply": true,
    "text_len": 71,
    "curation_score": 9.5,
    "is_featured": true,
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    "url": "https://x.com/Michael_Liu93/status/1832108150985838906",
    "substance_score": 3.352,
    "jev_is_substantive": 0.57,
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    "jev_confidence": 0.87,
    "jev_depth": 1.46,
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    "quality_score": 3.352,
    "is_mental_model": false
  },
  {
    "id": "1836244931868004463",
    "text": "有时候盯盘看合约清算图感觉挺无奈的，Uxlink的合约光是币安这一个所的每一个黄条代表的就是2亿美金左右的做空杠杆仓位被清算，这背后是多少个赌狗撸网贷换来的希望被破灭，又一批新韭菜永远的离开了这个圈子。 https://t.co/zAavwoY28B",
    "date": "2024-09-18 03:24:42",
    "date_only": "2024-09-18",
    "timestamp": 1726629882.0,
    "likes": 33,
    "retweets": 3,
    "replies": 13,
    "views": 15247,
    "isReply": false,
    "text_len": 125,
    "curation_score": 224.0,
    "is_featured": true,
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    "url": "https://x.com/Michael_Liu93/status/1836244931868004463",
    "substance_score": 3.3689999999999998,
    "jev_is_substantive": 0.25,
    "jev_domain": "onchain_flow",
    "jev_confidence": 0.93,
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  },
  {
    "id": "1873411174307672370",
    "text": "所有的“喊单”本质上都是在找流动性，不管是群友们分享ca、p小将买完去各个群里复制粘贴、社区冲推组出去CX、还是埋伏党找个角度说不错让你埋伏，我的喊单更是，大家去传播的本质都是让你“抬一下”，不管是小到炒meme或是大到炒美股都是这样。",
    "date": "2024-12-29 16:50:04",
    "date_only": "2024-12-29",
    "timestamp": 1735491004.0,
    "likes": 159,
    "retweets": 13,
    "replies": 87,
    "views": 51989,
    "isReply": false,
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    "jev_confidence": 0.92,
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  {
    "id": "2021924308646568067",
    "text": "@LumaoDoggie 举个例子，黄金，去美元化所以黄金涨。btc没有这个属性",
    "date": "2026-02-12 12:28:15",
    "date_only": "2026-02-12",
    "timestamp": 1770899295.0,
    "likes": 10,
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    "isReply": true,
    "text_len": 40,
    "curation_score": 10.6,
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  {
    "id": "1954038341726613663",
    "text": "@blockphd7 如果死了就不会在3-5m横住巨量换手了",
    "date": "2025-08-09 04:33:39",
    "date_only": "2025-08-09",
    "timestamp": 1754714019.0,
    "likes": 5,
    "retweets": 0,
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    "isReply": true,
    "text_len": 30,
    "curation_score": -20.8,
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    "url": "https://x.com/Michael_Liu93/status/1954038341726613663",
    "substance_score": 3.1769999999999996,
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  {
    "id": "1992825640538747306",
    "text": "@jiroucaigou @timotimo007 @allen_su1024 @Chrislulu816 所有资产都会吸各国政府超印的资金，白菜长期涨价也是因为政府超印了资金，但是为什么超印的资金更会去BTC，而不是黄金、或者美股？这个是需要回答的问题。",
    "date": "2025-11-24 05:20:32",
    "date_only": "2025-11-24",
    "timestamp": 1763961632.0,
    "likes": 4,
    "retweets": 0,
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    "views": 3329,
    "isReply": true,
    "text_len": 128,
    "curation_score": 52.7,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1992825640538747306",
    "substance_score": 3.8389999999999995,
    "jev_is_substantive": 0.82,
    "jev_domain": "macro_cycle",
    "jev_confidence": 1.0,
    "jev_depth": 1.45,
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  },
  {
    "id": "2067169659242332283",
    "text": "Crypto将会成为美国向全世界销售美债、美股、美元，输出美元通胀的最大通路。\n\n现在美联储面对的问题，消不下去的国内通胀 vs 源源不断的财政赤字带来的印钱需求。\n\n新的美联储主席Warsh提出的解法就是“缩表”，所以美联储少买的债谁来买？只能输出到国外，这是国家战略。 https://t.co/DTSCMA4bi6",
    "date": "2026-06-17 08:57:07",
    "date_only": "2026-06-17",
    "timestamp": 1781686627.0,
    "likes": 136,
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    "text_len": 160,
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    "url": "https://x.com/Michael_Liu93/status/2067169659242332283",
    "substance_score": 4.604,
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    "jev_confidence": 1.0,
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  },
  {
    "id": "1838068224891732047",
    "text": "这么好的市场，DOGS却新低了，当时我开这篇帖子讲庄收割你的方式还一堆大聪明发私信骂我。这轮炒山寨币，你在选币的那刻就一定要认清一个本质，你选的到底是“VC收割币”还是“优质山寨币”，下次看到价格这么低了再手痒想着抄底的时候，先回来看看这篇庄是如何不用拉盘现货，只靠合约就能收割你的。 https://t.co/Hjo52mtdO3",
    "date": "2024-09-23 04:09:49",
    "date_only": "2024-09-23",
    "timestamp": 1727064589.0,
    "likes": 96,
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    "isReply": false,
    "text_len": 166,
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    "url": "https://x.com/Michael_Liu93/status/1838068224891732047",
    "substance_score": 4.636,
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  },
  {
    "id": "2003007804878295477",
    "text": "每次觉得行业没新韭菜的时候，去币安广场兜一圈，又充满了希望。\n\n在币安广场，你能看到拥有最提纯粉丝的带单老师们，打着每条50-100u的纯对手盘广子；（最近关注了一百来个）\n\n能看到韭菜一篮子做空最硬的山寨币，主打一个只空最贵的不空最废的；",
    "date": "2025-12-22 07:40:49",
    "date_only": "2025-12-22",
    "timestamp": 1766389249.0,
    "likes": 174,
    "retweets": 2,
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    "isReply": false,
    "text_len": 120,
    "curation_score": 520.5,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2003007804878295477",
    "substance_score": 3.108,
    "jev_is_substantive": 0.28,
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    "jev_confidence": 0.94,
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    "quality_score": 3.108,
    "is_mental_model": false
  },
  {
    "id": "1955550606132908502",
    "text": "Orange这个盘子太像pump那群cabal搞的了，web2巨大流量的meme叙事，秒上moonshot，又pump官推直接打call，还有疑似wintermute的地址进来。先买了千6，赌一波Orange是pump打翻身仗的投名状。",
    "date": "2025-08-13 08:42:51",
    "date_only": "2025-08-13",
    "timestamp": 1755074571.0,
    "likes": 69,
    "retweets": 7,
    "replies": 40,
    "views": 56549,
    "isReply": false,
    "text_len": 118,
    "curation_score": 342.6,
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    "url": "https://x.com/Michael_Liu93/status/1955550606132908502",
    "substance_score": 2.994,
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    "jev_confidence": 0.95,
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  {
    "id": "1877291851247477155",
    "text": "@wolfyxbt 完了，本来想充值一波信仰，大家看要这么久反倒看成Fud了.....我这里说的是狂暴山寨季时间的预判，并不是说资金不会流入到山寨，已经进入降息周期了，有点耐心啊，朋友们。。。。",
    "date": "2025-01-09 09:50:30",
    "date_only": "2025-01-09",
    "timestamp": 1736416230.0,
    "likes": 57,
    "retweets": 1,
    "replies": 15,
    "views": 17371,
    "isReply": true,
    "text_len": 97,
    "curation_score": 178.2,
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  {
    "id": "1834104327193198693",
    "text": "今天我在@EliMiller398的评论区看到了一个无比认同的观点：玩山寨币，如果你敢死拿周期，大A股民的今天就是你的明天，大A的限售股转融券再转流通股的骚操作，毫不遮掩的搬到了币圈，且还进行了升级优化。",
    "date": "2024-09-12 05:38:42",
    "date_only": "2024-09-12",
    "timestamp": 1726119522.0,
    "likes": 41,
    "retweets": 6,
    "replies": 3,
    "views": 9021,
    "isReply": false,
    "text_len": 102,
    "curation_score": 232.5,
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    "url": "https://x.com/Michael_Liu93/status/1834104327193198693",
    "substance_score": 3.71,
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    "jev_confidence": 0.86,
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  },
  {
    "id": "2091429163500753241",
    "text": "@Vegahao hype我觉得算是币股了，确实能走独立行情，每轮肯定有跑赢btc eth的币，比如上轮的raydium、sol、上上轮的chainlink。\n\npump我认为这波拉升是狗庄操盘行为。",
    "date": "2026-08-23 07:35:44",
    "date_only": "2026-08-23",
    "timestamp": 1787470544.0,
    "likes": 12,
    "retweets": 0,
    "replies": 2,
    "views": 3407,
    "isReply": true,
    "text_len": 100,
    "curation_score": 79.8,
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    "substance_score": 3.34,
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    "jev_confidence": 0.89,
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  },
  {
    "id": "1983230364043882507",
    "text": "@broleon @monad 哥，主要是现在没人在乎新公链了，蹭个AI、perp dex叙事还行，搞新公链感觉所有参与者都是为了能去挖提卖的",
    "date": "2025-10-28 17:52:20",
    "date_only": "2025-10-28",
    "timestamp": 1761673940.0,
    "likes": 11,
    "retweets": 0,
    "replies": 0,
    "views": 3221,
    "isReply": true,
    "text_len": 71,
    "curation_score": -7.1,
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    "url": "https://x.com/Michael_Liu93/status/1983230364043882507",
    "substance_score": 3.598,
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    "jev_confidence": 0.48,
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  },
  {
    "id": "2070149303797252181",
    "text": "@chinakkxl 因为mstr跌破nav之后不好融资了，只能举债，然后玩脱了",
    "date": "2026-06-25 14:17:10",
    "date_only": "2026-06-25",
    "timestamp": 1782397030.0,
    "likes": 5,
    "retweets": 0,
    "replies": 0,
    "views": 2469,
    "isReply": true,
    "text_len": 40,
    "curation_score": -2.6,
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    "url": "https://x.com/Michael_Liu93/status/2070149303797252181",
    "substance_score": 2.9459999999999997,
    "jev_is_substantive": 0.38,
    "jev_domain": "us_stocks_tech",
    "jev_confidence": 0.86,
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  },
  {
    "id": "2030839315945894265",
    "text": "@jiating1111 现金最好 如果真是金融危机的时候流动性都在撤退",
    "date": "2026-03-09 02:53:18",
    "date_only": "2026-03-09",
    "timestamp": 1773024798.0,
    "likes": 5,
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    "id": "2083122226577248366",
    "text": "@JackWu60013322 如果救市事件出了市场没反应，也就意味着这条逻辑错了，资金都很敏感",
    "date": "2026-07-31 09:26:56",
    "date_only": "2026-07-31",
    "timestamp": 1785490016.0,
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    "id": "1916144747540107506",
    "text": "@GaoShui18785 一开始是这样的，所以第一根针跟着现货一起拉，就有空单进来了",
    "date": "2025-04-26 14:58:02",
    "date_only": "2025-04-26",
    "timestamp": 1745679482.0,
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    "id": "2096534743697539421",
    "text": "zec一直是大山寨中空头最多的标，估计这波也打爆了很多人，我400到500也做空被打损了一波，因为当时觉得是熊市，逆势拉盘不会持久，后来想明白了\n\n把zec当成一个洗筹吸筹了10年，背后庄还巨有钱的盘子就好了，实在不敢空 https://t.co/j0qYf9Wtni",
    "date": "2026-09-06 09:43:29",
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    "timestamp": 1788687809.0,
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  {
    "id": "2073255434731827385",
    "text": "刚进币圈的时候也会被那些高举高打的名字唬住，什么高盛下场了，纽交所下场了，几年过后再回头看，你会发现crypto的所有创新和发展全都是由内向外，自下而上的。这是我在crypto这几年里最大的一条takeaway，看看整个生态里核心生态位的头部玩家，交易所、公链、稳定币、发射平台、custodian、预测市场",
    "date": "2026-07-04 03:59:49",
    "date_only": "2026-07-04",
    "timestamp": 1783137589.0,
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  {
    "id": "2045928701888696324",
    "text": "这波aave黑客事件最伤的其实不是aave，是eth，唯一的基本盘defi叙事崩塌了。\n\n这两天跟一位横跨AI和Crypto领域都做过项目的朋友聊天，他的建议是“最近一年都少碰defi，现在正是黑客靠AI去攻破各种defi协议的窗口时间，没人知道到底哪些协议会有漏洞”",
    "date": "2026-04-19 18:13:08",
    "date_only": "2026-04-19",
    "timestamp": 1776622388.0,
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  {
    "id": "2029852119747154185",
    "text": "这轮亏了不少钱买到的教训：\n“熊市炒meme不能做二段，一段掏完情绪的钱，天王老子来shill都不要再买回来了，什么天家局都是韭菜自己的意淫🤡”",
    "date": "2026-03-06 09:30:32",
    "date_only": "2026-03-06",
    "timestamp": 1772789432.0,
    "likes": 62,
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  {
    "id": "1982065047364092141",
    "text": "@jiamiyanzu @thankUcrypto 因为那天aster要开回购的消息出来了，我身边的人都在讨论，我也在群里发了。所以你可以观察下哪些人提前喊了aster，是消息灵通还愿意分享给粉丝的，而不是拿了广子割你韭菜的。",
    "date": "2025-10-25 12:41:46",
    "date_only": "2025-10-25",
    "timestamp": 1761396106.0,
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  {
    "id": "2052498195360669854",
    "text": "很多人无法理解一件事，“在投资和交易中你能赚到的所有钱，本质上都来源于“分歧”，而不是“共识”。”\n\n对与你意见相左的人该有善意，因为他不仅给你带来了其他视角，他同时还是你的利润来源。\n\n你有恶意恰恰说明你也不自信且对这个不确定性非常恐惧。",
    "date": "2026-05-07 21:17:58",
    "date_only": "2026-05-07",
    "timestamp": 1778188678.0,
    "likes": 258,
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  {
    "id": "1871787105137176826",
    "text": "最近两天已经有六七个原来VC币的团队找来咨询怎么发meme盘子了，啥经验没有就下场搞meme，最后结局一定是自己没赚到钱甚至亏钱还被散户们骂，正在写篇教学给项目方，引导他们走向正道。。。",
    "date": "2024-12-25 05:16:36",
    "date_only": "2024-12-25",
    "timestamp": 1735103796.0,
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  {
    "id": "2095775711718175020",
    "text": "你会发现，不管你在中心化交易所炒，还是链上用perp炒，还是去预测市场赌，还是去买rwa资产，还是去做defi池子，还是去做套利，还是去用fomo冲meme，你都在用usdc。稳定币是能吃到所有币圈native场景和这轮向圈外扩场景的应用。",
    "date": "2026-09-04 07:27:21",
    "date_only": "2026-09-04",
    "timestamp": 1788506841.0,
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  {
    "id": "1884557385492295902",
    "text": "咋这么多人觉得我在FUD😂。这是写给二级山寨玩家的，说的是山寨普涨大牛，不代表没有局部机会。链上的每天都有局部机会。A股都10年没牛市了，也不耽误大把人靠局部机会赚钱的，新年都来了，别焦虑了哈🫶🫶🫶",
    "date": "2025-01-29 11:01:08",
    "date_only": "2025-01-29",
    "timestamp": 1738148468.0,
    "likes": 36,
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    "substance_score": 3.43,
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  {
    "id": "1905337861895061836",
    "text": "@thecryptoskanda 成熟发币集团本来就不缺上bn的通道和打法，这下看到上了bn现货，100m就到顶了，想了想流动性这么差，还是等等吧😁",
    "date": "2025-03-27 19:15:20",
    "date_only": "2025-03-27",
    "timestamp": 1743102920.0,
    "likes": 12,
    "retweets": 0,
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    "isReply": true,
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    "jev_confidence": 0.71,
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  {
    "id": "2082542481502302347",
    "text": "@liu_shuo4202 刚又追回来了，我觉得我可能想多了，本来就是博短线反弹，明天韩国应该还是会对今天没加息有好的反应的",
    "date": "2026-07-29 19:03:14",
    "date_only": "2026-07-29",
    "timestamp": 1785351794.0,
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    "isReply": true,
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    "jev_confidence": 0.87,
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  {
    "id": "1855291640245821782",
    "text": "@guhype ray洗了一轮的盘子，散户没多少筹码了，又是sol上最核心的基础设施之一，当时又是jup",
    "date": "2024-11-09 16:49:31",
    "date_only": "2024-11-09",
    "timestamp": 1731170971.0,
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  {
    "id": "1856284494761762980",
    "text": "@4XJAIjHuP6m8FFm 主要看oi和合约的线与链上在发生什么 多空比例和现期价差做辅助",
    "date": "2024-11-12 10:34:46",
    "date_only": "2024-11-12",
    "timestamp": 1731407686.0,
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    "isReply": true,
    "text_len": 48,
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    "jev_confidence": 0.71,
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  {
    "id": "2007644622928167190",
    "text": "@dajingou1 涨起来时看似确定性高了，盈亏比比底部差远了",
    "date": "2026-01-04 02:45:52",
    "date_only": "2026-01-04",
    "timestamp": 1767494752.0,
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    "curation_score": -22.4,
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    "url": "https://x.com/Michael_Liu93/status/2007644622928167190",
    "substance_score": 3.8159999999999994,
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    "jev_confidence": 0.83,
    "jev_depth": 1.42,
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    "quality_score": 3.8159999999999994,
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  },
  {
    "id": "1896452227390418971",
    "text": "虽然我也很想加密货币被加入美国国家储备，因为这是比ETF还要大的力好。但当他说出ada和xrp都被加进国家储备的时候，你就知道这是“拿别人钱打广告”还是“拿自己钱梭哈”了。 https://t.co/32Yb7bDhLe",
    "date": "2025-03-03 06:47:00",
    "date_only": "2025-03-03",
    "timestamp": 1740984420.0,
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  },
  {
    "id": "2049198069024244151",
    "text": "给做黄金/白银交易的小伙伴几点建议：\n\n第一，可以多看看白银/黄金的汇率对（用tradingview就可以看），每个局部高点和低点也都会在汇率对里有所体现。 https://t.co/aTL3uFZlrL",
    "date": "2026-04-28 18:44:26",
    "date_only": "2026-04-28",
    "timestamp": 1777401866.0,
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  },
  {
    "id": "1840465141516980525",
    "text": "Pandora当时第一天不到1000w的时候就看到了，而且上了大仓位一直没卖拿到两亿多开始出完的，之前我扫过NFTfi这个赛道所以pandora的叙事太能看懂了，也因为之前关注过0xdamien才扫到这个信息。所以你能不能看懂叙事很重要，你能不能看的见更重要，这两条缺一不可，所以别懒，赶紧去重新搞个推号。 https://t.co/S8YA6kxvos",
    "date": "2024-09-29 18:54:18",
    "date_only": "2024-09-29",
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  {
    "id": "2098074355884503338",
    "text": "说个观点，Warsh不会加息，原因很简单，trump不是选他上来加息的。\n\n但他可以一直pua市场控预期，这也是为什么他不给阵点图提前释放预期，所以每次市场被加息的预期控下来了，就是你买入的机会。\n\n应该就是9月中旬这几天吧。",
    "date": "2026-09-10 15:41:21",
    "date_only": "2026-09-10",
    "timestamp": 1789054881.0,
    "likes": 526,
    "retweets": 25,
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    "url": "https://x.com/Michael_Liu93/status/2098074355884503338",
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    "quality_score": 4.367,
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  },
  {
    "id": "1904424522620739925",
    "text": "这轮bsc上的meme浇给这么快，本质是因为大家对meme已经出现“群体性祛魅”了，市场对以下已经达成共识：\n1. 建设 = 涨上去浇给傻逼\n2. 钻石手 = 傻逼\n3. 社区 = 已经买进，想忽悠新人进来浇给\n4. 喊单浇完就下一个",
    "date": "2025-03-25 06:46:03",
    "date_only": "2025-03-25",
    "timestamp": 1742885163.0,
    "likes": 352,
    "retweets": 23,
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    "isReply": false,
    "text_len": 117,
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    "url": "https://x.com/Michael_Liu93/status/1904424522620739925",
    "substance_score": 4.103,
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    "jev_confidence": 1.0,
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    "quality_score": 4.103,
    "is_mental_model": true
  },
  {
    "id": "1894359772251721980",
    "text": "所有金融资产都逃离不了联动的链条，这轮下跌行情尤其明显。这轮先是二级垃圾山寨币开始跌，当二级山寨玩家在骂娘的时候链上还在载歌载舞，然后sol链上纯meme开始熄火，之后virtual",
    "date": "2025-02-25 12:12:19",
    "date_only": "2025-02-25",
    "timestamp": 1740485539.0,
    "likes": 191,
    "retweets": 32,
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    "substance_score": 3.851,
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  },
  {
    "id": "1952774636615479388",
    "text": "新VC币该多还是空最简单的判定标准：看开盘相比上一轮是高开还是低开\n\n高开的都是为了浇给去的\n\n低开的就是为了便宜价格让空投砸完，低成本收回筹码然后拉爆空头\n\n另一个标准就是看空投给的多不多，推上撸毛的都在骂，那大概率空投给的不太行，控筹挺紧的\n\n这俩标准结合着看",
    "date": "2025-08-05 16:52:08",
    "date_only": "2025-08-05",
    "timestamp": 1754412728.0,
    "likes": 181,
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  },
  {
    "id": "1854535828258861134",
    "text": "你只看到了我今天Uxlink开贴直播开空觉得我好准，从0.96一路空到现在低点0.67，但你可能不记得我2个月前就关注要干它了，一直耐心的在等开枪的时机。合约交易哪有这么容易，都是漫长枯燥的等待那一霎那的确定性罢了，但仅就那一霎那，也够了。",
    "date": "2024-11-07 14:46:11",
    "date_only": "2024-11-07",
    "timestamp": 1730990771.0,
    "likes": 65,
    "retweets": 3,
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    "isReply": false,
    "text_len": 120,
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    "substance_score": 3.589,
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    "jev_confidence": 0.66,
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  },
  {
    "id": "1837100212843860348",
    "text": "给关注我的小白们喊句话，现在推上所有人都在喊单让你买某个土狗，他/她为自己的bag喊单是应该的，但你一定记得买进去是给喊单的人抬轿子的，所以上之前多想一想，别乱冲，自己分析完的确很看好再上，要不下周出来喊pvp好难区块链骗局的就是你。",
    "date": "2024-09-20 12:03:17",
    "date_only": "2024-09-20",
    "timestamp": 1726833797.0,
    "likes": 42,
    "retweets": 3,
    "replies": 15,
    "views": 12278,
    "isReply": false,
    "text_len": 117,
    "curation_score": 201.6,
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    "substance_score": 3.4749999999999996,
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    "jev_confidence": 0.97,
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  },
  {
    "id": "1988058787828428974",
    "text": "@Colasama 也许会有方案，在那之前我不喜欢在本就不合适的价格去赌一个我不完全熟悉的团队面对巨大金钱诱惑时的群体选择。",
    "date": "2025-11-11 01:38:46",
    "date_only": "2025-11-11",
    "timestamp": 1762825126.0,
    "likes": 15,
    "retweets": 0,
    "replies": 1,
    "views": 3968,
    "isReply": true,
    "text_len": 62,
    "curation_score": 0.4,
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    "url": "https://x.com/Michael_Liu93/status/1988058787828428974",
    "substance_score": 3.3169999999999997,
    "jev_is_substantive": 0.57,
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    "jev_confidence": 0.92,
    "jev_depth": 1.41,
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    "quality_score": 3.3169999999999997,
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  },
  {
    "id": "2087415470391742839",
    "text": "@TheRuneCapital 苹果三年也就涨了50%，不妨碍它是最伟大的公司之一\n\n资产在变的更成熟，相匹配的资金群体也在变化",
    "date": "2026-08-12 05:46:45",
    "date_only": "2026-08-12",
    "timestamp": 1786513605.0,
    "likes": 12,
    "retweets": 0,
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    "views": 1535,
    "isReply": true,
    "text_len": 64,
    "curation_score": -8.9,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2087415470391742839",
    "substance_score": 3.175,
    "jev_is_substantive": 0.51,
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    "jev_confidence": 0.93,
    "jev_depth": 1.41,
    "jev_has_rule": 0.02,
    "quality_score": 3.175,
    "is_mental_model": false
  },
  {
    "id": "2097393503240401038",
    "text": "今天bnc开盘这个走势我觉得明显老鼠仓挺多的，不过还好，bnb的dat财库公司，这轮币安要想把bnb搞新高必然需要美股资金，浅套就等等咯",
    "date": "2026-09-08 18:35:53",
    "date_only": "2026-09-08",
    "timestamp": 1788892553.0,
    "likes": 9,
    "retweets": 0,
    "replies": 0,
    "views": 5018,
    "isReply": true,
    "text_len": 68,
    "curation_score": 8.5,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2097393503240401038",
    "substance_score": 3.505,
    "jev_is_substantive": 0.67,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.94,
    "jev_depth": 1.41,
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    "quality_score": 3.505,
    "is_mental_model": false
  },
  {
    "id": "1953120783787803086",
    "text": "@KuiGas 确实，这轮太多垃圾币了，也找不到有价值的场景和产品，本身就没法建出币的共识，剩下的只有“控筹+操盘”了",
    "date": "2025-08-06 15:47:36",
    "date_only": "2025-08-06",
    "timestamp": 1754495256.0,
    "likes": 4,
    "retweets": 0,
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    "views": 1315,
    "isReply": true,
    "text_len": 59,
    "curation_score": -21.4,
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    "url": "https://x.com/Michael_Liu93/status/1953120783787803086",
    "substance_score": 3.5389999999999997,
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    "jev_confidence": 0.43,
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    "quality_score": 3.5389999999999997,
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  },
  {
    "id": "1868894366087123299",
    "text": "@merlin986010251 真正的memecoin做市商想收割先得拉盘啊，他没法直接上所狙到天上去",
    "date": "2024-12-17 05:41:53",
    "date_only": "2024-12-17",
    "timestamp": 1734414113.0,
    "likes": 4,
    "retweets": 0,
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    "isReply": true,
    "text_len": 52,
    "curation_score": -4.1,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1868894366087123299",
    "substance_score": 3.367,
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    "jev_confidence": 1.0,
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    "jev_has_rule": 0.03,
    "quality_score": 3.367,
    "is_mental_model": false
  },
  {
    "id": "1855544023811006970",
    "text": "@CuiJianhang 现在考虑还早，btc这波如果能高位横盘震荡，就是山寨币齐飞的时候",
    "date": "2024-11-10 09:32:24",
    "date_only": "2024-11-10",
    "timestamp": 1731231144.0,
    "likes": 4,
    "retweets": 0,
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    "views": 706,
    "isReply": true,
    "text_len": 45,
    "curation_score": 22.4,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1855544023811006970",
    "substance_score": 3.775,
    "jev_is_substantive": 0.81,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.97,
    "jev_depth": 1.41,
    "jev_has_rule": 0.04,
    "quality_score": 3.775,
    "is_mental_model": false
  },
  {
    "id": "1638644341949476865",
    "text": "@Rusong_Machunbo 加息利好房产什么逻辑？连powell自己就在fomc上说随着加息房产市场会大跌。",
    "date": "2023-03-22 20:50:30",
    "date_only": "2023-03-22",
    "timestamp": 1679518230.0,
    "likes": 2,
    "retweets": 0,
    "replies": 2,
    "views": 1020,
    "isReply": true,
    "text_len": 57,
    "curation_score": -10.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1638644341949476865",
    "substance_score": 3.4549999999999996,
    "jev_is_substantive": 0.66,
    "jev_domain": "macro_cycle",
    "jev_confidence": 1.0,
    "jev_depth": 1.41,
    "jev_has_rule": 0.02,
    "quality_score": 3.4549999999999996,
    "is_mental_model": false
  },
  {
    "id": "2054144501627981904",
    "text": "真不知道crcl怎么输，踩着AI和RWA两个绝对大趋势，又有稳定币法案推动的利好，又有足够深的护城河，这轮周期相比囤btc和eth我宁愿屯crcl。\n\n看crcl这个周线要突破了，先200见。 https://t.co/kAm9PLDKCD",
    "date": "2026-05-12 10:19:48",
    "date_only": "2026-05-12",
    "timestamp": 1778581188.0,
    "likes": 240,
    "retweets": 22,
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    "isReply": false,
    "text_len": 120,
    "curation_score": 716.0,
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    "local_images": [
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    "url": "https://x.com/Michael_Liu93/status/2054144501627981904",
    "substance_score": 4.9879999999999995,
    "jev_is_substantive": 0.85,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.99,
    "jev_depth": 1.4,
    "jev_has_rule": 0.11,
    "quality_score": 4.9879999999999995,
    "is_mental_model": true
  },
  {
    "id": "2070151102696497269",
    "text": "别的公司涨价股价大涨，苹果涨价股价大跌\n\n因为别的公司涨价涨的是自己的利润，苹果涨价涨的是存储股的利润",
    "date": "2026-06-25 14:24:19",
    "date_only": "2026-06-25",
    "timestamp": 1782397459.0,
    "likes": 57,
    "retweets": 1,
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    "isReply": false,
    "text_len": 51,
    "curation_score": 193.9,
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    "local_images": [
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    "url": "https://x.com/Michael_Liu93/status/2070151102696497269",
    "substance_score": 3.8139999999999996,
    "jev_is_substantive": 0.49,
    "jev_domain": "us_stocks_tech",
    "jev_confidence": 0.98,
    "jev_depth": 1.4,
    "jev_has_rule": 0.02,
    "quality_score": 3.8139999999999996,
    "is_mental_model": false
  },
  {
    "id": "1866800767719575737",
    "text": "麦总长篇Meme教学第三篇（叙事篇）：玩meme的小伙伴们天天都在聊叙事，所以到底什么是一个好的叙事？今天跟大家聊聊从“庄家的视角“是如何思考和选择叙事的，一个“好叙事”应该具备哪些属性？不同的叙事庄会如何操盘？我该怎么去交易不同类型的叙事？这篇文章既教你们也教项目方。",
    "date": "2024-12-11 11:02:41",
    "date_only": "2024-12-11",
    "timestamp": 1733914961.0,
    "likes": 572,
    "retweets": 192,
    "replies": 102,
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    "isReply": false,
    "text_len": 135,
    "curation_score": 835,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1866800767719575737",
    "substance_score": 4.256,
    "jev_is_substantive": 0.8,
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    "jev_confidence": 1.0,
    "jev_depth": 1.4,
    "jev_has_rule": 0.07,
    "quality_score": 4.256,
    "is_mental_model": false
  },
  {
    "id": "1880922191669432357",
    "text": "这几天切记多看少出手，越是这种时候越多流水盘和rug盘dev发假名人和政客币出来收割一波的，别trump撒的钱没捡上，弯腰捡别的被爆了菊花🙃",
    "date": "2025-01-19 10:16:10",
    "date_only": "2025-01-19",
    "timestamp": 1737281770.0,
    "likes": 225,
    "retweets": 13,
    "replies": 59,
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    "isReply": false,
    "text_len": 70,
    "curation_score": 589.0,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1880922191669432357",
    "substance_score": 4.135999999999999,
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    "jev_confidence": 0.7,
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    "jev_has_rule": 0.12,
    "quality_score": 4.135999999999999,
    "is_mental_model": false
  },
  {
    "id": "2076590388497023430",
    "text": "@Jhy256 不好说，我感觉海力士如果能去1200，能给个15-20%反弹就很不错，先看看今晚美股能止跌不",
    "date": "2026-07-13 08:51:44",
    "date_only": "2026-07-13",
    "timestamp": 1783932704.0,
    "likes": 8,
    "retweets": 0,
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    "isReply": true,
    "text_len": 54,
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  },
  {
    "id": "1832991674902925660",
    "text": "@silverfang88 机构也不许做空，现在很多公募都不许卖，让国家队先跑",
    "date": "2024-09-09 03:57:25",
    "date_only": "2024-09-09",
    "timestamp": 1725854245.0,
    "likes": 2,
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    "views": 363,
    "isReply": true,
    "text_len": 39,
    "curation_score": -11.3,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1832991674902925660",
    "substance_score": 3.4839999999999995,
    "jev_is_substantive": 0.63,
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    "jev_confidence": 0.71,
    "jev_depth": 1.4,
    "jev_has_rule": 0.15,
    "quality_score": 3.4839999999999995,
    "is_mental_model": false
  },
  {
    "id": "2097226051063853534",
    "text": "50m追了4stocks，睡着了没办法，只买了千2。yzi是bnc的大股东，听说最近币安把bnc之前的诉讼捋顺了，这轮肯定也要靠dat吸引美股资金推动bnb价格上涨，又是four meme发出来的，从各种角度我想不到币安不把这个搞起来的道理。\n\n看至少合约吧。",
    "date": "2026-09-08 07:30:29",
    "date_only": "2026-09-08",
    "timestamp": 1788852629.0,
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  {
    "id": "1835544771588456469",
    "text": "如果你的仓位里有ETH或者在考虑抄底ETH，我非常建议你把这篇帖子看完，这是我对于以太坊和比特币大周期里仓位配置的思考框架。我发现最近市场上已经没有几个博主在唱多ETH了，大部分已经放弃甚至转黑粉了，而我则认为这个时候反而就是本轮周期抄底ETH的黄金点位，以下是我的逻辑框架和事实数据： https://t.co/mlklndQPP6",
    "date": "2024-09-16 05:02:30",
    "date_only": "2024-09-16",
    "timestamp": 1726462950.0,
    "likes": 912,
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    "url": "https://x.com/Michael_Liu93/status/1835544771588456469",
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  {
    "id": "1858035045065437446",
    "text": "我觉得ai16z是个特别好的强庄操盘的例子，前期各种fud洗筹码，等一旦庄收够了筹码，是不可能给你回调机会的，人家好不容易收到的筹码为什么要低位给你？现在玩meme，要么你足够敏锐敢在强庄洗筹的时候偷摸拿点，要么就足够勇敢等庄开拉直接跟着猛干。 https://t.co/dZZ7dOXCVG",
    "date": "2024-11-17 06:30:50",
    "date_only": "2024-11-17",
    "timestamp": 1731825050.0,
    "likes": 191,
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    "jev_is_substantive": 0.81,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.99,
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    "is_mental_model": false
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  {
    "id": "1919243524920213609",
    "text": "币圈是个窥探世界真实运作模样的窗口\n\n利益集团把攒局写在脸上，抱团争夺有限的资源与流动性\n\n一切资产皆为ponzi和泡沫，几十年的金融周期在币圈几个月甚至几天就能经历一遍\n\n教育韭菜们努力做builder，资产去做staking，实际成为了泡沫中的燃料\n\n很不幸，但在币圈被收割的人，在圈外也是要被收割的",
    "date": "2025-05-05 04:11:28",
    "date_only": "2025-05-05",
    "timestamp": 1746418288.0,
    "likes": 255,
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    "curation_score": 582.8,
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  {
    "id": "2096485033905422414",
    "text": "这波上币真的要全面链上牛了，传递的两个信号：\n1. 币安给别的链也开了合约上币的口子\n2. bsc用户不再需要接痰了，这才有百花齐放的可能",
    "date": "2026-09-06 06:25:57",
    "date_only": "2026-09-06",
    "timestamp": 1788675957.0,
    "likes": 104,
    "retweets": 4,
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    "text_len": 69,
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    "substance_score": 3.585,
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    "jev_confidence": 0.42,
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  {
    "id": "2091418087212073172",
    "text": "买入山寨的最好时候是牛市的最后一年到半年，所以如果前几天是周期底，那么就是两年后。",
    "date": "2026-08-23 06:51:43",
    "date_only": "2026-08-23",
    "timestamp": 1787467903.0,
    "likes": 62,
    "retweets": 4,
    "replies": 5,
    "views": 13640,
    "isReply": true,
    "text_len": 41,
    "curation_score": 132.3,
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  {
    "id": "1859212309002076585",
    "text": "@0xCryptoWing @web3foxcn @gmgnai @haze0x 最近已经有dev来骂我了😂😂，我告诉你们，就算追地址不行，线是不会骗人的，他能去找做市商进来洗早期自己钱包的筹码就意味着会继续拉",
    "date": "2024-11-20 12:28:51",
    "date_only": "2024-11-20",
    "timestamp": 1732105731.0,
    "likes": 3,
    "retweets": 1,
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    "isReply": true,
    "text_len": 105,
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    "url": "https://x.com/Michael_Liu93/status/1859212309002076585",
    "substance_score": 3.163,
    "jev_is_substantive": 0.51,
    "jev_domain": "onchain_flow",
    "jev_confidence": 0.31,
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  {
    "id": "1907722722022666616",
    "text": "USDC跟USDT的利率差有一倍多了，先知先觉的内幕资金已经选择去做避险了。想清楚几个问题就明白为什么我说usdt可能会被搞了：\n1. 阿布扎比主权基金为什么会选择在这个时点投币安？\n2. https://t.co/v2xte5uraR",
    "date": "2025-04-03 09:11:55",
    "date_only": "2025-04-03",
    "timestamp": 1743671515.0,
    "likes": 170,
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    "text_len": 118,
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    "url": "https://x.com/Michael_Liu93/status/1907722722022666616",
    "substance_score": 4.518,
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    "quality_score": 4.518,
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  },
  {
    "id": "2024003293194973498",
    "text": "说来如果你是相信btc将是ai使用的货币而抄底了btc，那你也得相信btc layer 2，因为没智能合约的比特币AI交互不了，所以你也得去买点babylon、merlin、bob、b2\n\n怎么样，下不去手，阳痿了吧😁😁😁",
    "date": "2026-02-18 06:09:23",
    "date_only": "2026-02-18",
    "timestamp": 1771394963.0,
    "likes": 97,
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    "text_len": 111,
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    "substance_score": 3.328,
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  },
  {
    "id": "2001199699701981700",
    "text": "@Babyragge8135 这也是个很有意思的话题：“大模型层会是赢家通吃的吗”\n\n我觉得逻辑上是会的，所以军备竞赛很难停，但这个蛋糕过于大，可能要等很久之后或某家有不可超越的突破时才能结束\n\n什么时候AGI我也不知道",
    "date": "2025-12-17 07:56:03",
    "date_only": "2025-12-17",
    "timestamp": 1765958163.0,
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    "isReply": true,
    "text_len": 110,
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  {
    "id": "2074127661086224519",
    "text": "@liu_shuo4202 这种不太好call顶。看看7月底这几家大金主的财报出来吧。这个时点有点tricky，买少了不行，买多了也不行。",
    "date": "2026-07-06 13:45:44",
    "date_only": "2026-07-06",
    "timestamp": 1783345544.0,
    "likes": 2,
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    "views": 1990,
    "isReply": true,
    "text_len": 69,
    "curation_score": -23.0,
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  {
    "id": "1888158061350838592",
    "text": "@bc1phamburger 这本质上是逼着这些dev卷，别人实名了，他不实名，就有天然流动性的劣势",
    "date": "2025-02-08 09:28:56",
    "date_only": "2025-02-08",
    "timestamp": 1739006936.0,
    "likes": 2,
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    "text_len": 50,
    "curation_score": -26.1,
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    "substance_score": 3.218,
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    "jev_confidence": 0.26,
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    "quality_score": 3.218,
    "is_mental_model": false
  },
  {
    "id": "2088137692202864741",
    "text": "说实话Anthropic vs Spacex这个投票结果还是挺出乎我意料的，我觉得可能是因为Anthropic不让国内用，所以跟中国投资人还是有挺多信息差的。\n\n我个人的观点是，Anthropic 9-10月上市，IPO定价打底1.8-2万亿起，上市当天能冲个2.8-3万亿，超越英伟达的市值只是时间问题，而且并不会很久。 https://t.co/kcmqedfwT6",
    "date": "2026-08-14 05:36:36",
    "date_only": "2026-08-14",
    "timestamp": 1786685796.0,
    "likes": 88,
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    "text_len": 185,
    "curation_score": 511.7,
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    "url": "https://x.com/Michael_Liu93/status/2088137692202864741",
    "substance_score": 4.247,
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  {
    "id": "1948401342050959527",
    "text": "还是vc盘拿着舒服😌，Gen call完三倍了，身边了解情况的还在加仓买，背后的vc们也都还没名牌站出来。 https://t.co/V6FhLSHQIP",
    "date": "2025-07-24 15:14:14",
    "date_only": "2025-07-24",
    "timestamp": 1753370054.0,
    "likes": 65,
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    "views": 26650,
    "isReply": false,
    "text_len": 77,
    "curation_score": 221.8,
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    "local_images": [
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    "url": "https://x.com/Michael_Liu93/status/1948401342050959527",
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  {
    "id": "1881211248815280275",
    "text": "给在考虑抄底ai标的的小伙伴们我的抄底参考。\n\n1. 找相对新的，还没充分发酵或传播，利好没释放的标的，比如产品还没上线，但有阶段性的东西出来被市场验证过挺不错的。\n2.",
    "date": "2025-01-20 05:24:47",
    "date_only": "2025-01-20",
    "timestamp": 1737350687.0,
    "likes": 409,
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    "isReply": false,
    "text_len": 85,
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    "substance_score": 4.351,
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    "jev_confidence": 0.93,
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  },
  {
    "id": "1935897330236158006",
    "text": "做多就要找最好的标的多，而相反，做空就要找最垃圾的标的做空，做对了就是简单模式。\n\n最忌讳的事情就是：\n\n在垃圾堆里好不容易找到金子了，然后你觉得这个金子价格好贵啊，决定做空，然后看到旁边的垃圾都跌了90%了，好便宜，决定做多。",
    "date": "2025-06-20 03:07:45",
    "date_only": "2025-06-20",
    "timestamp": 1750388865.0,
    "likes": 255,
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    "url": "https://x.com/Michael_Liu93/status/1935897330236158006",
    "substance_score": 4.431,
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  },
  {
    "id": "2073763460597645667",
    "text": "Meme炒的题材是真的一轮比一轮烂，之前喷慈善币的，现在不还是在玩打钱叙事吗，之前慈善至少还有个正向的说法，现在成打钱搞个人崇拜了，bsc的搞cz的个人崇拜我还能理解，你们认识TCC是谁吗就买。",
    "date": "2026-07-05 13:38:32",
    "date_only": "2026-07-05",
    "timestamp": 1783258712.0,
    "likes": 191,
    "retweets": 14,
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    "isReply": false,
    "text_len": 97,
    "curation_score": 573.8,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2073763460597645667",
    "substance_score": 2.8890000000000002,
    "jev_is_substantive": 0.19,
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    "jev_confidence": 1.0,
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    "quality_score": 2.8890000000000002,
    "is_mental_model": false
  },
  {
    "id": "1853380139536760916",
    "text": "这几天看到不少eth老玩家在sol被搞的心态很差，其实我自己也不爱玩sol，热点出来那瞬间我会下意识的先去eth上找而不是sol，因为我不喜欢pvp，但在sol你又很难不去p，你不跟着p心态一定炸。对于喜欢钻一些的玩家，我的建议是多盯一下哪些盘子是群友底部的，各个alpha群的群友们都盯着sol，一般美区还没",
    "date": "2024-11-04 10:13:54",
    "date_only": "2024-11-04",
    "timestamp": 1730715234.0,
    "likes": 139,
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    "url": "https://x.com/Michael_Liu93/status/1853380139536760916",
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  {
    "id": "2001168946834366580",
    "text": "Hype资产是好资产，每个月解锁1%实在买不下去，看aster天天这么回购+燃烧，撸空投的照样砸烂。\n\n老乡，先别慌啊，还得解锁两年呢🌞",
    "date": "2025-12-17 05:53:51",
    "date_only": "2025-12-17",
    "timestamp": 1765950831.0,
    "likes": 117,
    "retweets": 5,
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    "id": "1984982371360448542",
    "text": "刷推又开始看到骂和道德绑架giggle和币安人生的车头的了，前期被吹捧的有多厉害，在下落的时候就被踩的多狠。真的珍惜点还愿意建设的人吧，市场流动性和注意力是连庄都无法违逆的，更何况一两个车头，builder这活真的，稍微玻璃心一点的人都干不了。为你自己的bag负责，不要亏了就怨他人。",
    "date": "2025-11-02 13:54:11",
    "date_only": "2025-11-02",
    "timestamp": 1762091651.0,
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  {
    "id": "1991775191928828208",
    "text": "到了第一反弹位了，刚82000接到了一些，跌回去的话就跑",
    "date": "2025-11-21 07:46:25",
    "date_only": "2025-11-21",
    "timestamp": 1763711185.0,
    "likes": 61,
    "retweets": 0,
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  {
    "id": "2094667248451694734",
    "text": "@Hovz0217 买不了一点marscoin，现在属于，robinhood的流动性溢出不到bsc，但bsc的流动性可以通过fomo溢出到robinhood",
    "date": "2026-09-01 06:02:43",
    "date_only": "2026-09-01",
    "timestamp": 1788242563.0,
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    "isReply": true,
    "text_len": 78,
    "curation_score": 1.1,
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  {
    "id": "2084530784069890413",
    "text": "@Wangduanniao 海力士比闪迪要弱，你空更强的闪迪不如空海力士，不该平水上的加空水下的，做空水下是有道理的。。。",
    "date": "2026-08-04 06:44:02",
    "date_only": "2026-08-04",
    "timestamp": 1785825842.0,
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    "retweets": 0,
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    "isReply": true,
    "text_len": 61,
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  {
    "id": "1951149863460282788",
    "text": "@nancy_c813 @connectfarm1 以后别build跟自己链接太深的盘子了，一定会被绑架。这跟BSC的meme不涨怪cz和hy不互动，互动涨完跌了骂cz和heyi割韭菜一个逻辑。",
    "date": "2025-08-01 05:15:52",
    "date_only": "2025-08-01",
    "timestamp": 1754025352.0,
    "likes": 4,
    "retweets": 0,
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    "text_len": 97,
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    "jev_confidence": 0.47,
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  {
    "id": "2075058219026964807",
    "text": "@xingpt @hexiecs 字面意思呀，我感觉身边抄海力士的朋友都在等着adr上了跑，我在想上完adr利好落地会不会又砸一波有个抄底机会",
    "date": "2026-07-09 03:23:26",
    "date_only": "2026-07-09",
    "timestamp": 1783567406.0,
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    "retweets": 0,
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    "isReply": true,
    "text_len": 71,
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    "substance_score": 2.933,
    "jev_is_substantive": 0.42,
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    "jev_confidence": 0.76,
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  {
    "id": "1911364305783599274",
    "text": "@Sparking_HZGB 得罪了kol去fud，没了二级韭菜买盘，让vc出货砸给项目方自己吗",
    "date": "2025-04-13 10:22:16",
    "date_only": "2025-04-13",
    "timestamp": 1744539736.0,
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    "retweets": 0,
    "replies": 1,
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    "isReply": true,
    "text_len": 48,
    "curation_score": -24.3,
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    "substance_score": 2.943,
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    "jev_confidence": 0.72,
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  {
    "id": "1855265067845173470",
    "text": "@fubo2552 jup这个市值没拉的动力了，ray洗过一轮周期的盘子，还有多少筹码在散户手里",
    "date": "2024-11-09 15:03:55",
    "date_only": "2024-11-09",
    "timestamp": 1731164635.0,
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    "isReply": true,
    "text_len": 48,
    "curation_score": -11.0,
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    "substance_score": 3.035,
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    "jev_confidence": 0.55,
    "jev_depth": 1.37,
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  {
    "id": "1870801205003530621",
    "text": "唉，还有帮他说话的人，真的救不了，自己看清楚时间，人家11点发的推，那个时候已经砸完盘了，等他出完货告诉你“不是我的盘子哦，跟我没关系啊，我只是支持他们”。 https://t.co/Du2wkAV8Fe",
    "date": "2024-12-22 11:58:59",
    "date_only": "2024-12-22",
    "timestamp": 1734868739.0,
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    "jev_confidence": 0.88,
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  },
  {
    "id": "1911363107706024085",
    "text": "市场流动性不够，当蛋糕不够分，无法让所有人都满意的时候，项目方在选择得罪谁的顺位是：\n\n撸毛的<二级接盘的<VC<KOL<做市商<交易所<自己\n\n这是人性，市场差的时候少做低顺位的事",
    "date": "2025-04-13 10:17:30",
    "date_only": "2025-04-13",
    "timestamp": 1744539450.0,
    "likes": 150,
    "retweets": 10,
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    "text_len": 109,
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    "substance_score": 3.972,
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  {
    "id": "2097226177719206263",
    "text": "50m追了4stock，睡着了没办法，只买了千2。yzi是bnc的大股东，听说最近币安把bnc之前的诉讼捋顺了，这轮肯定也要靠dat吸引美股资金推动bnb价格上涨，又是four meme发出来的，从各种角度我想不到币安不把这个搞起来的道理。\n\n看至少合约吧。",
    "date": "2026-09-08 07:31:00",
    "date_only": "2026-09-08",
    "timestamp": 1788852660.0,
    "likes": 143,
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    "isReply": false,
    "text_len": 129,
    "curation_score": 506.1,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2097226177719206263",
    "substance_score": 3.602,
    "jev_is_substantive": 0.59,
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    "jev_confidence": 0.86,
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  },
  {
    "id": "2019417623826690308",
    "text": "黄金白银拉飞的时候：BTC是数字黄金，会补涨\n\n黄金白银拉稀的时候：BTC是美股资产，不跟跌\n\n这周又给已经被AI meme和Trump上过一课的你复习了一遍：如果龙一飞的时候龙二不跟，那龙二不会补涨，只会超跌🤡",
    "date": "2026-02-05 14:27:35",
    "date_only": "2026-02-05",
    "timestamp": 1770301655.0,
    "likes": 75,
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    "substance_score": 3.858,
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    "jev_confidence": 0.48,
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  },
  {
    "id": "1918985854367756772",
    "text": "所以最近BN的上币策略的确是在逼着项目方给Alpha散户送钱，想上就先空投再拉盘，看看实力再说，没实力的就不让上了，比如Pump看起来就冲不上去选择了弃疗😁",
    "date": "2025-05-04 11:07:35",
    "date_only": "2025-05-04",
    "timestamp": 1746356855.0,
    "likes": 31,
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  {
    "id": "1990560062474235911",
    "text": "@Gimly02074150 @timotimo007 我目前是先看到85000左右，然后可能磨个反弹去100000继续浇，但是有没有反弹不好说",
    "date": "2025-11-17 23:17:56",
    "date_only": "2025-11-17",
    "timestamp": 1763421476.0,
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  {
    "id": "1883405142449598946",
    "text": "麦总长篇Meme教学第五篇（二段交易策略/好的做市手法）：一直在纠结要不要把二段策略清楚的讲出来，因为这是我个人的交易策略，讲出来肯定会增加我自己的交易难度，前几天尝试通过一个问题点大家一下：“对于第一波热度不错的标的，为什么有的标的会有二段，而有的却慢慢归零没有二段？”后来很多朋友来 https://t.co/ykmpS5uUER",
    "date": "2025-01-26 06:42:32",
    "date_only": "2025-01-26",
    "timestamp": 1737873752.0,
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  {
    "id": "2072714872866181319",
    "text": "今天特朗普总捅打call美光，怎么拉上去就怎么浇下来的让我想到了25年3月2号，他打call sol xrp ada的时候，也是怎么涨上去怎么浇下来，这至少会告诉你现在市场情绪走到哪个阶段了。。。 https://t.co/sDa6scPZWq",
    "date": "2026-07-02 16:11:49",
    "date_only": "2026-07-02",
    "timestamp": 1783008709.0,
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  },
  {
    "id": "2082368174666977563",
    "text": "过去一年，存储的大顶，贵金属的大顶，BTC的大顶，ETH的大顶都call到了，不管什么资产，周期顶部都会给相似的顶部信号，逻辑都写在帖子里，希望这几波有救到人，下次喊顶信我一手，别在评论区骂我了。\n\n存储：\nhttps://t.co/5P3fWS34OM\n贵金属：https://t.co/ERIoOgdJu3\nBTC：\nhttps://t.co/WAEsLy3LPD",
    "date": "2026-07-29 07:30:36",
    "date_only": "2026-07-29",
    "timestamp": 1785310236.0,
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    "curation_score": 950,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2082368174666977563",
    "substance_score": 3.5530000000000004,
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    "jev_confidence": 0.91,
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  },
  {
    "id": "1915215783040606374",
    "text": "之前反复提过“流动性最大”这个概念，庄在操盘的时候是要找对手盘流动性的。庄浇给不是你觉得他要操盘到什么时候浇给，而是什么时候流动性最大庄就要浇给了。比如Trump发币那天就是Sol的流动性最大，一个合格的庄必浇给，再比如Trump喊单Sol ADA",
    "date": "2025-04-24 01:26:40",
    "date_only": "2025-04-24",
    "timestamp": 1745458000.0,
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    "url": "https://x.com/Michael_Liu93/status/1915215783040606374",
    "substance_score": 4.101000000000001,
    "jev_is_substantive": 0.77,
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    "jev_confidence": 0.77,
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    "is_mental_model": false
  },
  {
    "id": "2041044385379594566",
    "text": "能第一视角去看一个把策略修到极致的人是怎么赚钱挺难得的，不知那些喷p小将畜生的人看后作何感想，自己能p的过吗？\n\n熊市了更该去有意识的思考一个问题：“那些现在还在场内活跃和赚钱的人，不管是山寨、撸毛、合约、链上、股票，他到底是在靠什么相对优势赚钱？”",
    "date": "2026-04-06 06:44:36",
    "date_only": "2026-04-06",
    "timestamp": 1775457876.0,
    "likes": 144,
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    "url": "https://x.com/Michael_Liu93/status/2041044385379594566",
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  {
    "id": "1985961448380776692",
    "text": "@fff_franklin 流通筹码在外面超过5%的，然后开盘就浇给止不住的就是",
    "date": "2025-11-05 06:44:41",
    "date_only": "2025-11-05",
    "timestamp": 1762325081.0,
    "likes": 21,
    "retweets": 1,
    "replies": 1,
    "views": 6225,
    "isReply": true,
    "text_len": 40,
    "curation_score": 17.0,
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    "url": "https://x.com/Michael_Liu93/status/1985961448380776692",
    "substance_score": 3.5670000000000006,
    "jev_is_substantive": 0.66,
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    "jev_confidence": 0.31,
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    "quality_score": 3.5670000000000006,
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  {
    "id": "1986712826548027821",
    "text": "@Bitfatty 说的是上现货之前，都是一个利好出来然后拉一波就慢慢浇，前面拉升基本都是cz喊",
    "date": "2025-11-07 08:30:23",
    "date_only": "2025-11-07",
    "timestamp": 1762504223.0,
    "likes": 4,
    "retweets": 0,
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    "views": 2849,
    "isReply": true,
    "text_len": 48,
    "curation_score": -18.3,
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    "url": "https://x.com/Michael_Liu93/status/1986712826548027821",
    "substance_score": 2.9850000000000003,
    "jev_is_substantive": 0.46,
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    "jev_confidence": 0.86,
    "jev_depth": 1.35,
    "jev_has_rule": 0.04,
    "quality_score": 2.9850000000000003,
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  {
    "id": "2007737592629035462",
    "text": "@MNson11 回购/分红是基本盘，能涨要看增长和叙事",
    "date": "2026-01-04 08:55:18",
    "date_only": "2026-01-04",
    "timestamp": 1767516918.0,
    "likes": 3,
    "retweets": 0,
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    "isReply": true,
    "text_len": 28,
    "curation_score": -23.8,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2007737592629035462",
    "substance_score": 3.615,
    "jev_is_substantive": 0.78,
    "jev_domain": "us_stocks_tech",
    "jev_confidence": 0.88,
    "jev_depth": 1.35,
    "jev_has_rule": 0.03,
    "quality_score": 3.615,
    "is_mental_model": false
  },
  {
    "id": "1857698908732039560",
    "text": "虽然dexx的事情没影响到我，但还是说些大家可能不爱听的话，现在是最容易去判断一个博主人品好不好的时候，只要推荐过工具的或者喊单过币还在这种时候落井下石的，今天的雷只是没爆到你的身上罢了，链上bot都有风险，链上喊单币也是，你在推荐你觉得好用的工具的时候要做的是不断风险提示小伙伴只要是b https://t.co/s9a5ljvnnt",
    "date": "2024-11-16 08:15:08",
    "date_only": "2024-11-16",
    "timestamp": 1731744908.0,
    "likes": 245,
    "retweets": 17,
    "replies": 84,
    "views": 105166,
    "isReply": false,
    "text_len": 168,
    "curation_score": 641.0,
    "is_featured": true,
    "local_images": [
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      "images/1857698908732039560_1.jpg"
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    "url": "https://x.com/Michael_Liu93/status/1857698908732039560",
    "substance_score": 4.53,
    "jev_is_substantive": 0.69,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.69,
    "jev_depth": 1.34,
    "jev_has_rule": 0.05,
    "quality_score": 4.53,
    "is_mental_model": false
  },
  {
    "id": "1863106239540105344",
    "text": "某华人KOL评论区联系不懂数字货币的艺术家合作发币，内盘拿满等不了10分钟就开始倒，连同看到评论区的散户和答应跟他合作的艺术家都给割了\n\n虽然链上是黑暗森林，但收割的方式也稍微有点底线吧，这种连同被你拉上车信任你的合作伙伴都给割了，这比自己去找个tiktok热点发个币当rug dev还要恶劣。 https://t.co/OiDu7ZSpxF",
    "date": "2024-12-01 06:21:57",
    "date_only": "2024-12-01",
    "timestamp": 1733034117.0,
    "likes": 138,
    "retweets": 25,
    "replies": 57,
    "views": 60420,
    "isReply": false,
    "text_len": 171,
    "curation_score": 492.8,
    "is_featured": true,
    "local_images": [
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    "url": "https://x.com/Michael_Liu93/status/1863106239540105344",
    "substance_score": 3.322,
    "jev_is_substantive": 0.16,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.84,
    "jev_depth": 1.34,
    "jev_has_rule": 0.02,
    "quality_score": 3.322,
    "is_mental_model": false
  },
  {
    "id": "1748335837459493304",
    "text": "@hongkongdoll 冲$tcati吧，V神的签名币\n$troll 市值九千万\n$tcati 市值 40万 ：0x566e95139e4de1bfa505a598ec3a9da4cfa879ec https://t.co/pPx3aS8emZ",
    "date": "2024-01-19 13:25:20",
    "date_only": "2024-01-19",
    "timestamp": 1705670720.0,
    "likes": 1,
    "retweets": 0,
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    "views": 837,
    "isReply": true,
    "text_len": 124,
    "curation_score": 13.2,
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    "url": "https://x.com/Michael_Liu93/status/1748335837459493304",
    "substance_score": 2.916,
    "jev_is_substantive": 0.14,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.41,
    "jev_depth": 1.34,
    "jev_has_rule": 0.03,
    "quality_score": 2.916,
    "is_mental_model": false
  },
  {
    "id": "1911324045758644538",
    "text": "我在刚开始做二级交易的时候也经历过执着去学“技术分析”的阶段，那会儿一直在追求“圣杯”，恨不得把十八般武艺都练会。\n\n但现在只看裸线和交易量，做合约会看看费率、open",
    "date": "2025-04-13 07:42:17",
    "date_only": "2025-04-13",
    "timestamp": 1744530137.0,
    "likes": 540,
    "retweets": 95,
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    "text_len": 84,
    "curation_score": 785.1,
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    "url": "https://x.com/Michael_Liu93/status/1911324045758644538",
    "substance_score": 3.95,
    "jev_is_substantive": 0.7,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.43,
    "jev_depth": 1.34,
    "jev_has_rule": 0.05,
    "quality_score": 3.95,
    "is_mental_model": false
  },
  {
    "id": "2010987644994691132",
    "text": "真心觉得Siyuan这个操作是不想被meme蹭的项目方的模版操作\n\n捐献应是双方共识的，并不是你打给谁钱，谁就有义务把这个钱为所谓的社区“妥善管理”",
    "date": "2026-01-13 08:09:51",
    "date_only": "2026-01-13",
    "timestamp": 1768291791.0,
    "likes": 147,
    "retweets": 24,
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    "text_len": 74,
    "curation_score": 557.5,
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    "url": "https://x.com/Michael_Liu93/status/2010987644994691132",
    "substance_score": 2.9160000000000004,
    "jev_is_substantive": 0.25,
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    "jev_confidence": 0.86,
    "jev_depth": 1.34,
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    "quality_score": 2.9160000000000004,
    "is_mental_model": false
  },
  {
    "id": "2062634995970384264",
    "text": "我看今天有不少人嘲讽@aleabitoreddit喊单btc和加密股（也可能是玩笑为主），怎么说呢，第一次经历熊市是这样的，尤其是在深熊阶段。\n\n我目前的观点是看最低到52000，现在这个价格也有可能是底了，如果你的持仓周期是1-2年，现在这个价格已经可以开始定投。…",
    "date": "2026-06-04 20:37:59",
    "date_only": "2026-06-04",
    "timestamp": 1780605479.0,
    "likes": 119,
    "retweets": 9,
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    "isReply": false,
    "text_len": 134,
    "curation_score": 376.5,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2062634995970384264",
    "substance_score": 4.0200000000000005,
    "jev_is_substantive": 0.82,
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    "jev_confidence": 0.41,
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  },
  {
    "id": "2083924969428582418",
    "text": "@R99_999z 是的，盘前可冲、t+0、可以空、没涨跌幅限制，我还用a股个锤子啊",
    "date": "2026-08-02 14:36:44",
    "date_only": "2026-08-02",
    "timestamp": 1785681404.0,
    "likes": 7,
    "retweets": 0,
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    "views": 1392,
    "isReply": true,
    "text_len": 42,
    "curation_score": -16.7,
    "is_featured": true,
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    "url": "https://x.com/Michael_Liu93/status/2083924969428582418",
    "substance_score": 2.8880000000000003,
    "jev_is_substantive": 0.34,
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    "jev_confidence": 0.32,
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    "quality_score": 2.8880000000000003,
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  },
  {
    "id": "1876586225790013951",
    "text": "@0xpeterHan_sol KRA从第一次3m左右发出来也十多倍了，都是交易，涨的多了就出本出利润，觉得跌的多了可以抄底了就抄底，我也不知道后面会怎么走，充值不了信仰，万一错了又被骂。。。。",
    "date": "2025-01-07 11:06:36",
    "date_only": "2025-01-07",
    "timestamp": 1736247996.0,
    "likes": 4,
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    "isReply": true,
    "text_len": 97,
    "curation_score": 24.0,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1876586225790013951",
    "substance_score": 3.1020000000000003,
    "jev_is_substantive": 0.47,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.79,
    "jev_depth": 1.34,
    "jev_has_rule": 0.18,
    "quality_score": 3.1020000000000003,
    "is_mental_model": false
  },
  {
    "id": "2096359897646637273",
    "text": "Anthropic pre-IPO gamesmanship post. Pure speculation but sharing as curious for thoughts.\n\nAnthropic shifted from gross to net ARR accounting and stripped out both Meta and Chinese distillation from their $65 billion ARR number. Meta speculated to be over $5 billion in ARR so taking them out means they can easily weather it when Meta turns them off shortly after being public, which is widely expected. Also decreases the odds of Meta turning them off, watermelon quality dependent. All smart.\n\nThen release Fable 5.1 so OpenAI feels confident releasing Astra. Vibes here on Astra are really good btw. I think that Astra was probably better than Anthropic was expecting.\n\nNow there are whispers that Anthropic has solved Navier-Stokes, which would be super impressive.\n\nAnthropic probably releases Fable 5.2, which should be better than Astra unless something is awry, sometime before the IPO. Likely also planning on showing a significant reacceleration in ARR in September which will of course leak to the press.\n\nGrok 4.7, Meta’s Watermelon and ChatGPT 6.1 all likely coming in the next 6 weeks as well. All those labs are confident about their roadmaps in a way I have not seen in the last 18 months. And we will see about Gemini 4. Competitors get a vote in all these plans.\n\nGrok Bot feels like the best agentic harness yet for enterprise use cases and Instinct is a promising agentic harness for consumer use cases. Should see variations of both from competitors soon. Grok Bot remains transformational for my use cases.\n\nAnd all this is happening into a continued acceleration in overall AI demand.\n\nWild times.\n\nAs an aside, I think Krishna might turn out to be an exceptional CFO. His former Blackstone colleagues speak super highly of him. Going to be important as communicating clearly to Wall Street if they decide to shift their compute from inference to training will be difficult to digest the first time. Probably worth studying Amazon’s invest and then “check-in” margin strategy from 2010 through maybe 2016, which investors eventually understood.",
    "date": "2026-09-05 22:08:42",
    "date_only": "2026-09-05",
    "timestamp": 1788646122.0,
    "likes": 0,
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    "replies": 0,
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    "text_len": 2069,
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    "url": "https://x.com/Michael_Liu93/status/2096359897646637273",
    "substance_score": 3.7060000000000004,
    "jev_is_substantive": 0.59,
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    "jev_confidence": 0.87,
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    "quality_score": 3.7060000000000004,
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  },
  {
    "id": "2062357194457428393",
    "text": "Well, looks like it’s that time of the year again for $COIN, $HOOD, $CRCL and co.\n\nSo much for a “friendly administration” and “strategic reserve” if they’re trying to ram through Bank Lobbied Clarity Act bills…\n\nTo ban any form of innovation or competition against banks, with things like yields. \n\nAnd nuking liquidity as they go (but strengthens the USD)\n\nValuations do seem compelling again if you’re swing trading.",
    "date": "2026-06-04 02:14:06",
    "date_only": "2026-06-04",
    "timestamp": 1780539246.0,
    "likes": 0,
    "retweets": 0,
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    "isReply": false,
    "text_len": 419,
    "curation_score": 130.0,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2062357194457428393",
    "substance_score": 3.474,
    "jev_is_substantive": 0.72,
    "jev_domain": "macro_cycle",
    "jev_confidence": 0.51,
    "jev_depth": 1.34,
    "jev_has_rule": 0.03,
    "quality_score": 3.474,
    "is_mental_model": false
  },
  {
    "id": "2002288759803687419",
    "text": "这几天把我80%的空单先平了（就留了几个高FDV控不住筹的次新币空单），说一下我后续心中的剧本吧，大概率不准，世上没人能准确预测行情，但我的交易习惯一直都是心中先有个剧本预设，然后交易过程中再走一步看一步。 https://t.co/c47sfYrYu3",
    "date": "2025-12-20 08:03:35",
    "date_only": "2025-12-20",
    "timestamp": 1766217815.0,
    "likes": 165,
    "retweets": 15,
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    "isReply": false,
    "text_len": 127,
    "curation_score": 582.5,
    "is_featured": true,
    "local_images": [
      "images/2002288759803687419_0.jpg",
      "images/2002288759803687419_1.png"
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    "url": "https://x.com/Michael_Liu93/status/2002288759803687419",
    "substance_score": 4.601,
    "jev_is_substantive": 0.76,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.75,
    "jev_depth": 1.33,
    "jev_has_rule": 0.12,
    "quality_score": 4.601,
    "is_mental_model": false
  },
  {
    "id": "2097810153844486510",
    "text": "再提醒下，牛初踏空的，9月的回调要珍惜，10月和11月是历史上btc最强的两个月",
    "date": "2026-09-09 22:11:30",
    "date_only": "2026-09-09",
    "timestamp": 1788991890.0,
    "likes": 321,
    "retweets": 21,
    "replies": 82,
    "views": 64820,
    "isReply": false,
    "text_len": 40,
    "curation_score": 557.6,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2097810153844486510",
    "substance_score": 4.255,
    "jev_is_substantive": 0.86,
    "jev_domain": "macro_cycle",
    "jev_confidence": 0.7,
    "jev_depth": 1.33,
    "jev_has_rule": 0.05,
    "quality_score": 4.255,
    "is_mental_model": false
  },
  {
    "id": "1883151292325048723",
    "text": "我也理解不了抄底trump的朋友们，有谁能给我解答下😵‍💫\n\n如果你理解$trump的逻辑是政治献金。\n\n那政治献金他咋拿到手啊？\n\n得砸盘啊朋友们，要不他一手trump不换成btc或美金有啥用？\n\n政治献金是献给他的，不是献给散户的。。。。",
    "date": "2025-01-25 13:53:50",
    "date_only": "2025-01-25",
    "timestamp": 1737813230.0,
    "likes": 224,
    "retweets": 15,
    "replies": 80,
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    "isReply": false,
    "text_len": 121,
    "curation_score": 680.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1883151292325048723",
    "substance_score": 3.279,
    "jev_is_substantive": 0.38,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.88,
    "jev_depth": 1.33,
    "jev_has_rule": 0.03,
    "quality_score": 3.279,
    "is_mental_model": false
  },
  {
    "id": "1940466619043414268",
    "text": "画师说的这个合约博弈底层逻辑很浅显易懂了，建议玩二级的都理解透，然后带着这样的思维去复盘一下过去二级妖币的操盘方式，很多现象就很特别容易理解了（看妖币是因为相比大币的对手方更单一，现象更明显）。",
    "date": "2025-07-02 17:44:28",
    "date_only": "2025-07-02",
    "timestamp": 1751478268.0,
    "likes": 172,
    "retweets": 39,
    "replies": 27,
    "views": 58273,
    "isReply": false,
    "text_len": 97,
    "curation_score": 641.5,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1940466619043414268",
    "substance_score": 4.079000000000001,
    "jev_is_substantive": 0.78,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.61,
    "jev_depth": 1.33,
    "jev_has_rule": 0.03,
    "quality_score": 4.079000000000001,
    "is_mental_model": true
  },
  {
    "id": "1879220158457340041",
    "text": "每一位加密投资人都要经历的过程：\n\n看山是山\n看山不是山\n看山还是山\n\n一开始炒币只会关注叙事，会扒聪明钱和庄钱包之后格外去关注庄的操作，最后当你知道这背后一切的游戏规则后，你又回到了第一天，去格外关注叙事、资金热点、投资人的共识。",
    "date": "2025-01-14 17:32:54",
    "date_only": "2025-01-14",
    "timestamp": 1736875974.0,
    "likes": 168,
    "retweets": 22,
    "replies": 51,
    "views": 48861,
    "isReply": false,
    "text_len": 116,
    "curation_score": 520.7,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1879220158457340041",
    "substance_score": 3.935,
    "jev_is_substantive": 0.75,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.64,
    "jev_depth": 1.33,
    "jev_has_rule": 0.02,
    "quality_score": 3.935,
    "is_mental_model": false
  },
  {
    "id": "1866162732677926963",
    "text": "大部分人赚不到大钱其实就是因为看不远，角度过于微观短视，甚至盯着眼前那5分钟的蜡烛图。有些是认知不到位，而有些是经济问题的确没办法。看看@Christianeth 为什么能这轮赚a10，其实看一下他在curve的明牌操作就能理解了。创始人都爆仓了他还坚持加仓，其实就两个逻辑，1.",
    "date": "2024-12-09 16:47:21",
    "date_only": "2024-12-09",
    "timestamp": 1733762841.0,
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    "text_len": 140,
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    "url": "https://x.com/Michael_Liu93/status/1866162732677926963",
    "substance_score": 3.6550000000000002,
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    "jev_confidence": 0.58,
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    "quality_score": 3.6550000000000002,
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  },
  {
    "id": "2010358589962281010",
    "text": "价格真的能反应挺多东西的，人生k线连alpha都没上就冲了30m，哈基米也是上波最硬的币，这俩都不是二圣概念；相反老子上了aster这么大的利好（相当于半锁定alpha了），却直接浇了下去，二圣相关的概念最大的问题就是每天都会被新的梗分流。\n\n说句不好听的，大家真的不想舔了。",
    "date": "2026-01-11 14:30:13",
    "date_only": "2026-01-11",
    "timestamp": 1768141813.0,
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    "substance_score": 3.011,
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    "jev_confidence": 0.91,
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  },
  {
    "id": "1877956620849950867",
    "text": "我建议所有新手进来玩，都从纸手开始做起，但你别玩内盘，去玩1-10m明牌有庄的盘子，这样胜率最高，一点点积累本金，等你钱够了，你再去慢慢习惯钻石手的策略。",
    "date": "2025-01-11 05:52:03",
    "date_only": "2025-01-11",
    "timestamp": 1736574723.0,
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    "quality_score": 4.069,
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  },
  {
    "id": "1966093793394127058",
    "text": "Holo要上了，这个团队是我见过这个圈子里数一数二会操盘的，之前做的Ava和Mirai也全是有大倍数二段的，据我所知这次前期筹码控的也很紧，一会儿8点bn和upbit一起上，到时候开盘盯一盯有没有好位置吧。",
    "date": "2025-09-11 10:57:43",
    "date_only": "2025-09-11",
    "timestamp": 1757588263.0,
    "likes": 61,
    "retweets": 11,
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    "substance_score": 3.121,
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  {
    "id": "2010237585449423002",
    "text": "@HuoYean 变数不是坏事，变数意味着空间大，踏马确定性是因为上了alpha。好的价格和好的逻辑不可能同时出现",
    "date": "2026-01-11 06:29:23",
    "date_only": "2026-01-11",
    "timestamp": 1768112963.0,
    "likes": 7,
    "retweets": 0,
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    "isReply": true,
    "text_len": 57,
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    "jev_confidence": 0.95,
    "jev_depth": 1.33,
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  },
  {
    "id": "1884365220401012944",
    "text": "@jjfrees1 freya他们sol上的池子已经很大了，我后面可能会建议项目方直接迁移到sol上去",
    "date": "2025-01-28 22:17:33",
    "date_only": "2025-01-28",
    "timestamp": 1738102653.0,
    "likes": 6,
    "retweets": 0,
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    "isReply": true,
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  {
    "id": "2034607661053100113",
    "text": "@0xmao_eth 他如果没有办法卖btc，这个cagr有啥意义呢",
    "date": "2026-03-19 12:27:22",
    "date_only": "2026-03-19",
    "timestamp": 1773923242.0,
    "likes": 4,
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    "isReply": true,
    "text_len": 34,
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    "substance_score": 2.875,
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  },
  {
    "id": "1839904743994593582",
    "text": "@Dashuaietf @FLS_OTC 人家现金流好是做长周期策略的基础，不是那个时候看空或者看多观点的原因",
    "date": "2024-09-28 05:47:29",
    "date_only": "2024-09-28",
    "timestamp": 1727502449.0,
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  {
    "id": "1961479101040234953",
    "text": "@mmmaone 我也不知道要震多久，只知道山寨都偏底部，流动性传导最终也一定会传导到山寨",
    "date": "2025-08-29 17:20:34",
    "date_only": "2025-08-29",
    "timestamp": 1756488034.0,
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    "is_mental_model": false
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  {
    "id": "1834611951986745850",
    "text": "@AlexLau01508216 感谢啊，不过我的主要交易策略还用不上algo，几个钱包监控起来有异动直接发我email提醒我，我打开合约结合着orderbook找entry就够了",
    "date": "2024-09-13 15:15:49",
    "date_only": "2024-09-13",
    "timestamp": 1726240549.0,
    "likes": 2,
    "retweets": 0,
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    "isReply": true,
    "text_len": 90,
    "curation_score": 28.8,
    "is_featured": true,
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    "substance_score": 2.947,
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    "jev_domain": "onchain_flow",
    "jev_confidence": 0.93,
    "jev_depth": 1.33,
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  },
  {
    "id": "2045321228760785401",
    "text": "拿币安人生简单举个例子怎么抓妖币或者避开空妖币吧，这是4月3号书上架后跟朋友们的聊天。\n\n其实就是一句话“事出反常必有妖”。\n\n利好落地需要砸盘在我看来就是币圈的“常态”，多找到类似的“常态”，当没有往预定方向走时至少不要再碰反方向的单子了。\n\n没赚多少，1亿多一点全跑掉了，jb都拍断了 https://t.co/RlT476hRvy",
    "date": "2026-04-18 01:59:15",
    "date_only": "2026-04-18",
    "timestamp": 1776477555.0,
    "likes": 184,
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    "url": "https://x.com/Michael_Liu93/status/2045321228760785401",
    "substance_score": 4.496,
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  },
  {
    "id": "1888263809984504248",
    "text": "CZ发推开启一浪，之后pvp回调，p小将出去，Binance Alpha上线开启第二浪，第一次冲一亿的时候回调了，接着CZ发推和回复“放利好”冲关，稳住了一亿以上就能继续飞，学习下这专业的节奏。 https://t.co/TKrYfN01Ux",
    "date": "2025-02-08 16:29:09",
    "date_only": "2025-02-08",
    "timestamp": 1739032149.0,
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    "substance_score": 4.002,
    "jev_is_substantive": 0.51,
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    "quality_score": 4.002,
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  },
  {
    "id": "1938109177903349806",
    "text": "看到巴黎哥昨天分享的近况挺唏嘘的，真心希望他能成功走出来。\n\n做投资和交易可能是这世上最难的路了，因为市场每天都在快速变化，而这里的每个人都要跟自己疯狂较劲，逼着自己蜕变，去跟上市场的变化。\n\n最忌讳的事就是一种方式拿到了结果以后，路径依赖且没有纠错机制。",
    "date": "2025-06-26 05:36:50",
    "date_only": "2025-06-26",
    "timestamp": 1750916210.0,
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    "curation_score": 503.3,
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    "url": "https://x.com/Michael_Liu93/status/1938109177903349806",
    "substance_score": 3.688,
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  },
  {
    "id": "1878747702009516182",
    "text": "分享个链上交易小tip，如果是高价开盘的项目，尤其是还有白单的，一般可以先等开盘洗至少两周跌个80%在考虑。这个交易策略背后的逻辑是什么呢？",
    "date": "2025-01-13 10:15:32",
    "date_only": "2025-01-13",
    "timestamp": 1736763332.0,
    "likes": 129,
    "retweets": 18,
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    "text_len": 70,
    "curation_score": 377.0,
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    "substance_score": 4.734,
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    "jev_confidence": 0.74,
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  },
  {
    "id": "1856526506450956433",
    "text": "@YQ9948 你要相信牛逼的庄，他们所有新闻叙事热点都会开盘子，内盘我记得最多能收78%的筹码，他们得至少收到70%以上，然后发射之后一般再收10%，之后就等热点爆发市场帮他们抬轿子了，热点不爆发也没事，没人比他们成本低。不存在控制不住抢筹码，你看到的那些是做市商的钱包。",
    "date": "2024-11-13 02:36:26",
    "date_only": "2024-11-13",
    "timestamp": 1731465386.0,
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    "isReply": true,
    "text_len": 137,
    "curation_score": 59.9,
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    "substance_score": 3.606,
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    "jev_confidence": 0.48,
    "jev_depth": 1.32,
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  },
  {
    "id": "2074045302823350497",
    "text": "@0x_weihang 时间上刻舟问题不大，逃顶的时候拿涨幅幅度和指标刻的全都埋了",
    "date": "2026-07-06 08:18:28",
    "date_only": "2026-07-06",
    "timestamp": 1783325908.0,
    "likes": 9,
    "retweets": 0,
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    "isReply": true,
    "text_len": 41,
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  {
    "id": "2019221648130572299",
    "text": "@chunwng620412 双币理财本质上是包装好的option+spot，看个人吧，手操策略灵活度高很多",
    "date": "2026-02-05 01:28:50",
    "date_only": "2026-02-05",
    "timestamp": 1770254930.0,
    "likes": 2,
    "retweets": 0,
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    "views": 502,
    "isReply": true,
    "text_len": 54,
    "curation_score": -26.0,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2019221648130572299",
    "substance_score": 3.368,
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    "jev_confidence": 0.65,
    "jev_depth": 1.32,
    "jev_has_rule": 0.03,
    "quality_score": 3.368,
    "is_mental_model": false
  },
  {
    "id": "1848308967145132347",
    "text": "之前提到过你在交易前需要想清楚：“你的这笔交易是想去跟着庄喝汤？还是去跟散户pk速度和对市场情绪的判断“这个概念，这个也是我觉得大部分人最容易陷入误区的地方，今天尝试把这个事儿跟大家聊的更透彻一些吧（sol可能不太一样，以下主要以eth为例）\n\nmeme土狗盘我大致的分类是：\n1. https://t.co/conojEqatV",
    "date": "2024-10-21 10:22:52",
    "date_only": "2024-10-21",
    "timestamp": 1729506172.0,
    "likes": 294,
    "retweets": 70,
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    "curation_score": 781.5,
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    "url": "https://x.com/Michael_Liu93/status/1848308967145132347",
    "substance_score": 4.705,
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    "jev_confidence": 0.98,
    "jev_depth": 1.31,
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    "quality_score": 4.705,
    "is_mental_model": false
  },
  {
    "id": "1873572923031912502",
    "text": "这轮链上的AI红利，本质上拼的是谁能看得懂产品、技术、团队、商业模式、行业趋势等“传统投资”的视角。\n\n把自己想象成一个“天使投资人”，去看产品，技术，愿景。去撩团队跟你聊聊。去solana hackathan的四百多个项目里去筛吧，如果只给你4次押注的机会，你会押注在哪四个项目？",
    "date": "2024-12-30 03:32:48",
    "date_only": "2024-12-30",
    "timestamp": 1735529568.0,
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  {
    "id": "1837366761454456951",
    "text": "开篇：先鼓励一下小白们，初入一级被割其实没什么大不了，不要冲了几只土狗归零就放弃，我个人算在二级做的还行的，刚开始做一级的前三个月都被割绝望了，也是渐渐才找到了正确的方法。一级是相对二级对散户更“公平透明”的赛场，但也因为博弈方比二级少，所以更容易出现极端PVP，链上的坑也有很多，很",
    "date": "2024-09-21 05:42:27",
    "date_only": "2024-09-21",
    "timestamp": 1726897347.0,
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    "text_len": 142,
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  {
    "id": "2019223103235321919",
    "text": "@dotyyds1234 是，极端行情流动性又不够做卖方的风险",
    "date": "2026-02-05 01:34:37",
    "date_only": "2026-02-05",
    "timestamp": 1770255277.0,
    "likes": 10,
    "retweets": 1,
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    "isReply": true,
    "text_len": 31,
    "curation_score": -2.4,
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    "url": "https://x.com/Michael_Liu93/status/2019223103235321919",
    "substance_score": 3.417,
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  {
    "id": "1596053007619477506",
    "text": "@dylanleclair shouldn’t steth always be at a discount to eth? Due to liquidity discount.",
    "date": "2022-11-25 08:07:44",
    "date_only": "2022-11-25",
    "timestamp": 1669363664.0,
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    "text_len": 88,
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    "substance_score": 3.245,
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  {
    "id": "1938123969602981896",
    "text": "@PX6611 慢慢来 先小资金玩 方法没找对之前钱越多枷锁越多 方法找对了也不会想要借钱梭了",
    "date": "2025-06-26 06:35:37",
    "date_only": "2025-06-26",
    "timestamp": 1750919737.0,
    "likes": 3,
    "retweets": 0,
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  {
    "id": "1866149375870898197",
    "text": "@rust_crypto 这种热点盘，拍卖落地+上了所利好出尽的确就该把大部分利润出了😂 没事，赚了还不错就行",
    "date": "2024-12-09 15:54:17",
    "date_only": "2024-12-09",
    "timestamp": 1733759657.0,
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    "substance_score": 2.9650000000000003,
    "jev_is_substantive": 0.44,
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    "jev_confidence": 0.43,
    "jev_depth": 1.31,
    "jev_has_rule": 0.14,
    "quality_score": 2.9650000000000003,
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  {
    "id": "2017990100748300674",
    "text": "应该算是这轮比较坚定的明牌喊空的声音之一，9月降息前公开大币仓位清了一半，剩余仓位也在降息落地后都清了，中途也一直在发帖和劝身边的朋友不要抄底，今天聊聊我想什么时候抄底吧。 https://t.co/K7oXK7nB7r",
    "date": "2026-02-01 15:55:07",
    "date_only": "2026-02-01",
    "timestamp": 1769961307.0,
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    "url": "https://x.com/Michael_Liu93/status/2017990100748300674",
    "substance_score": 4.626,
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    "jev_has_rule": 0.12,
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  {
    "id": "1991080783461617803",
    "text": "现在说“山寨已经跌不动了”的话术，特别像满手十八线小城市房子已经深深套牢的大叔大婶儿们。\n\n他们知道不跌了是因为不再成交了，他们也知道不可能再涨回去了，但仍做着万一涨回去这次一定要狠狠的卖的计划😅，我亲戚老家那边一大堆这样的。",
    "date": "2025-11-19 09:47:05",
    "date_only": "2025-11-19",
    "timestamp": 1763545625.0,
    "likes": 278,
    "retweets": 10,
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    "substance_score": 2.926,
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  },
  {
    "id": "1857641530229666092",
    "text": "中心化风险是所有币圈新人一定需要自己上的一课，没有所谓的大而不倒，这个别人跟你说100遍也没有经历过一次自己用的交易所跑路的恐惧教的快，不管你用的是币安 OKX这类cex还是gmgn banana abot这类链上bot，永远不要把自己的命放在别人手上。",
    "date": "2024-11-16 04:27:08",
    "date_only": "2024-11-16",
    "timestamp": 1731731228.0,
    "likes": 72,
    "retweets": 10,
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    "quality_score": 4.026000000000001,
    "is_mental_model": false
  },
  {
    "id": "2075138224247443527",
    "text": "RWA的数据是在以每月20-40%的速度增长，目前40万个RWA股票的持币地址，这个数字保守估计还有100倍的空间。",
    "date": "2026-07-09 08:41:21",
    "date_only": "2026-07-09",
    "timestamp": 1783586481.0,
    "likes": 41,
    "retweets": 4,
    "replies": 41,
    "views": 19081,
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  {
    "id": "1867427893972021478",
    "text": "@Tientsinese 庄不派发，社区抢筹码只会越拉越高。社区购买力很大，但币却在跌，只能说明庄一直在派发😂",
    "date": "2024-12-13 04:34:39",
    "date_only": "2024-12-13",
    "timestamp": 1734064479.0,
    "likes": 8,
    "retweets": 1,
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    "isReply": true,
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    "substance_score": 3.0060000000000002,
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  {
    "id": "1931407037046702097",
    "text": "@lemengshi 主力收网前不得把自己多单平了？然后费率也看起来不像主力开空的。",
    "date": "2025-06-07 17:44:56",
    "date_only": "2025-06-07",
    "timestamp": 1749318296.0,
    "likes": 1,
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  {
    "id": "1984759921901257177",
    "text": "最近一段时间都在玩polymarket，我觉得这里会在未来一两年诞生出多个上亿营收的应用和工具，就像pump fun诞生出了axiom gmgn photon一样。\n\n我建议大家都应该去研究试一下，不是让你去当菠菜玩，而是把它当一个交易工具用，我举几个例子。\n\n假设我想在monad https://t.co/oLdhXSiooS",
    "date": "2025-11-01 23:10:15",
    "date_only": "2025-11-01",
    "timestamp": 1762038615.0,
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    "url": "https://x.com/Michael_Liu93/status/1984759921901257177",
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  },
  {
    "id": "1884886869206524244",
    "text": "币圈的本质就是“卖币的生意”，大家可以理解跟“卖包”或者“卖车”没啥本质的区别，而“VC币” vs “链上币”，本质上是商业模式的不同，我就拿卖车作为例子。 https://t.co/cvBh9SUqpe",
    "date": "2025-01-30 08:50:23",
    "date_only": "2025-01-30",
    "timestamp": 1738227023.0,
    "likes": 330,
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    "url": "https://x.com/Michael_Liu93/status/1884886869206524244",
    "substance_score": 4.351000000000001,
    "jev_is_substantive": 0.65,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.46,
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  {
    "id": "2100146280924320110",
    "text": "唉，最好的叙事套最多的人，能看出来不管是fourmeme推出mint redeem机制、搞space邀请两个4stock大户，还是币安把4stock加入hodler大赛，bnc",
    "date": "2026-09-16 08:54:26",
    "date_only": "2026-09-16",
    "timestamp": 1789548866.0,
    "likes": 134,
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    "substance_score": 2.915,
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    "jev_confidence": 0.78,
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  },
  {
    "id": "1873601021915844819",
    "text": "现在市场的共识是Spore跟子孙盘是共生关系，所以是共存亡而不是“自然筛选”。Spore的模式怎么继续转下去呢？拿护盘spore 10%的资金，去挑一个控筹多，容易拉盘的子孙盘爆拉，然后把故事讲圆，让大家的注意力继续在spore生态里找alpha，这就够了😌",
    "date": "2024-12-30 05:24:28",
    "date_only": "2024-12-30",
    "timestamp": 1735536268.0,
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    "substance_score": 3.8030000000000004,
    "jev_is_substantive": 0.78,
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    "jev_confidence": 0.62,
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    "quality_score": 3.8030000000000004,
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  },
  {
    "id": "2060655952660144465",
    "text": "看了一下Jamie Dimon抨击稳定币法案的采访，其实就传达了一个意思。\n\n“我们竞争不过，所以你不能让稳定币发行商跟银行直接竞争”\n\n记得14年起他就是加密货币最大的抨击者之一，然后在btc etf通过后态度180度大转变直接开始做起了加密货币业务。\n\n老头精得很，知道稳定币大势所趋，吵着要来分杯羹罢了。",
    "date": "2026-05-30 09:33:58",
    "date_only": "2026-05-30",
    "timestamp": 1780133638.0,
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  {
    "id": "1991775508015816822",
    "text": "出针了 就是交易量一般般 这种一般得震荡一段时间 抄到的记得见好就收",
    "date": "2025-11-21 07:47:41",
    "date_only": "2025-11-21",
    "timestamp": 1763711261.0,
    "likes": 29,
    "retweets": 1,
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  {
    "id": "1905346955183784235",
    "text": "@gokunocool 害 我觉得投票上币本就不合理，上币一旦可被预期，那上cex就是利空😂",
    "date": "2025-03-27 19:51:28",
    "date_only": "2025-03-27",
    "timestamp": 1743105088.0,
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    "isReply": true,
    "text_len": 46,
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    "substance_score": 3.195,
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    "jev_confidence": 0.9,
    "jev_depth": 1.29,
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    "quality_score": 3.195,
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  },
  {
    "id": "2053815718035222838",
    "text": "再往下回调的话可能看到98-99，但我不太想错过财报这个大跌抄底的机会。要是再下去了我会再加",
    "date": "2026-05-11 12:33:19",
    "date_only": "2026-05-11",
    "timestamp": 1778502799.0,
    "likes": 15,
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  {
    "id": "2087146507686568005",
    "text": "@Crypto_yimi 所以为什么折价应该收敛？他的经营模式是长期摧毁nav/share",
    "date": "2026-08-11 11:57:59",
    "date_only": "2026-08-11",
    "timestamp": 1786449479.0,
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  {
    "id": "2094867597053575655",
    "text": "Crypto现货仓位没上够的，珍惜9月这波博弈加息的回调，75000和73000两个点位，10月和11月是BTC历史上最强的两个月。 https://t.co/pzQP0s9qNr",
    "date": "2026-09-01 19:18:50",
    "date_only": "2026-09-01",
    "timestamp": 1788290330.0,
    "likes": 327,
    "retweets": 49,
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    "text_len": 90,
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    "url": "https://x.com/Michael_Liu93/status/2094867597053575655",
    "substance_score": 4.9079999999999995,
    "jev_is_substantive": 0.88,
    "jev_domain": "macro_cycle",
    "jev_confidence": 0.99,
    "jev_depth": 1.28,
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  {
    "id": "1882049478519402589",
    "text": "最近看了一圈 daos fun和 daos world的项目后，一直在思考一个问题：白单模式是否有更良性的玩法？本篇不讨论该不该有白单，讨论公平不公平没意义，金融市场本身就不是一个公平的游戏，只在讨论白单模式现存的问题，以及可能的一些解法。\n\n先说为什么会有白单的模式？ https://t.co/sx4cO4t1ZH",
    "date": "2025-01-22 12:55:37",
    "date_only": "2025-01-22",
    "timestamp": 1737550537.0,
    "likes": 79,
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    "url": "https://x.com/Michael_Liu93/status/1882049478519402589",
    "substance_score": 4.226,
    "jev_is_substantive": 0.75,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.44,
    "jev_depth": 1.28,
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    "quality_score": 4.226,
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  },
  {
    "id": "1873733778243572170",
    "text": "如果你不会去抓庄的钱包，那在冲高回落后该怎么知道一个meme币的庄是在出货还是收筹？\n\n最简单的方法就是去找“横盘”，在所有的meme币里，尤其是在solana上，注意力是持续削减的。",
    "date": "2024-12-30 14:11:59",
    "date_only": "2024-12-30",
    "timestamp": 1735567919.0,
    "likes": 400,
    "retweets": 76,
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    "isReply": false,
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    "url": "https://x.com/Michael_Liu93/status/1873733778243572170",
    "substance_score": 4.0760000000000005,
    "jev_is_substantive": 0.8,
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    "jev_confidence": 1.0,
    "jev_depth": 1.28,
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    "quality_score": 4.0760000000000005,
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  },
  {
    "id": "1917810646395281723",
    "text": "做交易很多人是输在不甘心上，尤其是合约。交易不是打游戏，别好胜心太强，能挑小怪打就别去打大boss，发现打不过就赶紧跑，如果已经被爆揍一轮了，就早点认怂，别总想着要在一个币上把场子找回来，结果大概率是要被再揍一顿。",
    "date": "2025-05-01 05:17:43",
    "date_only": "2025-05-01",
    "timestamp": 1746076663.0,
    "likes": 225,
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    "url": "https://x.com/Michael_Liu93/status/1917810646395281723",
    "substance_score": 4.308,
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    "jev_confidence": 1.0,
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  },
  {
    "id": "1916109895860191543",
    "text": "上轮的loom、ygg、gas、cyber、arpa、hifi还记得吗？妖币能成妖币就是因为有空军当燃料，每轮周期都有一帮这样的韭菜，等这帮人不敢再空了，庄没了对手盘，这样的机会也就不再出现了。\n\n做合约杀的就是不信邪的。",
    "date": "2025-04-26 12:39:33",
    "date_only": "2025-04-26",
    "timestamp": 1745671173.0,
    "likes": 89,
    "retweets": 14,
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    "substance_score": 3.698,
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    "jev_confidence": 0.94,
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  },
  {
    "id": "2031135165863571684",
    "text": "特朗普：战争结束了\n伊朗：想过海峡的国家只需要跟以色列和美国断交就能过\n\n看石油的价格，市场明显又按照TACO来交易了，但这玩意能TACO吗？伊朗新最高领袖是跟特朗普有杀父之仇的\n\n隐约感觉这周市场的波动会比前两周还大",
    "date": "2026-03-09 22:28:54",
    "date_only": "2026-03-09",
    "timestamp": 1773095334.0,
    "likes": 70,
    "retweets": 2,
    "replies": 21,
    "views": 36123,
    "isReply": false,
    "text_len": 109,
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    "substance_score": 2.932,
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  {
    "id": "1856234597169934767",
    "text": "@0x_Ike0 松鼠的dev我都认识，这种是筹码拿够了，不需要内盘洗人了，马斯克发推那一刻就看谁快了。",
    "date": "2024-11-12 07:16:29",
    "date_only": "2024-11-12",
    "timestamp": 1731395789.0,
    "likes": 10,
    "retweets": 1,
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    "isReply": true,
    "text_len": 52,
    "curation_score": -4.4,
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  {
    "id": "2034612494225076616",
    "text": "@BroLeon 其实那几个条件，只需要第一条满足就够了，btc低位横盘个几年其他几个条件也就满足了。",
    "date": "2026-03-19 12:46:34",
    "date_only": "2026-03-19",
    "timestamp": 1773924394.0,
    "likes": 8,
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    "isReply": true,
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  {
    "id": "1898452578108842086",
    "text": "@0xBclub 对的，爆仓价附近设个alert，戳到爆仓就开，一般短线都能薅到一些",
    "date": "2025-03-08 19:15:40",
    "date_only": "2025-03-08",
    "timestamp": 1741461340.0,
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  },
  {
    "id": "1901843819014115561",
    "text": "@zhzhe8 我之前写过一个长篇解释这个问题。meme币你以为的“社区”其实是发币集团和cabal给你营造的的假象，流水盘的作恶成本也比ai币低得多，AI是个对散户更友好的游戏。",
    "date": "2025-03-18 03:51:15",
    "date_only": "2025-03-18",
    "timestamp": 1742269875.0,
    "likes": 3,
    "retweets": 0,
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    "isReply": true,
    "text_len": 90,
    "curation_score": 30.4,
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    "url": "https://x.com/Michael_Liu93/status/1901843819014115561",
    "substance_score": 3.4819999999999998,
    "jev_is_substantive": 0.77,
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    "jev_confidence": 0.96,
    "jev_depth": 1.28,
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  },
  {
    "id": "1835724478221082992",
    "text": "@looki7373 大饼生态我也看好的，但是太早期了，本质上除了btc本身还没有其他池子",
    "date": "2024-09-16 16:56:36",
    "date_only": "2024-09-16",
    "timestamp": 1726505796.0,
    "likes": 1,
    "retweets": 0,
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    "isReply": true,
    "text_len": 45,
    "curation_score": 4.0,
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    "url": "https://x.com/Michael_Liu93/status/1835724478221082992",
    "substance_score": 3.018,
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    "jev_confidence": 0.74,
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  },
  {
    "id": "2091417421684830284",
    "text": "给这轮新入圈的朋友们提个醒，每轮牛市初期，都会有一轮BTC和ETH的吸血行情，这轮的应该也快来了，我的观点是，除了个别几个格外强势的山寨，大部分山寨币的阶段顶前两天已经到了。 https://t.co/DnY649Lfqo",
    "date": "2026-08-23 06:49:04",
    "date_only": "2026-08-23",
    "timestamp": 1787467744.0,
    "likes": 376,
    "retweets": 43,
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    "url": "https://x.com/Michael_Liu93/status/2091417421684830284",
    "substance_score": 4.837,
    "jev_is_substantive": 0.9,
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    "jev_confidence": 0.81,
    "jev_depth": 1.27,
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    "quality_score": 4.837,
    "is_mental_model": false
  },
  {
    "id": "1965646815707226451",
    "text": "wlfi这个launchpad估计会是bonk和block一起搞，等wlfi价格稳住然后block上launchpad之前会补仓。听说他们准备的前几个项目都是融了不少钱的，到时候子币估计会高控拉盘带着市场fomo平台币。",
    "date": "2025-09-10 05:21:35",
    "date_only": "2025-09-10",
    "timestamp": 1757481695.0,
    "likes": 68,
    "retweets": 10,
    "replies": 28,
    "views": 35000,
    "isReply": false,
    "text_len": 110,
    "curation_score": 292.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1965646815707226451",
    "substance_score": 3.4370000000000003,
    "jev_is_substantive": 0.65,
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    "jev_confidence": 0.54,
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    "quality_score": 3.4370000000000003,
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  },
  {
    "id": "2091422120639353261",
    "text": "@ll1748 你能判断这轮行情是牛初的时候，已经到牛中了。交易都是对行情有个大致的偏向性，靠仓位去验证，靠仓位管理去管理风险，最后都是走一步看一步。",
    "date": "2026-08-23 07:07:44",
    "date_only": "2026-08-23",
    "timestamp": 1787468864.0,
    "likes": 28,
    "retweets": 2,
    "replies": 2,
    "views": 3525,
    "isReply": true,
    "text_len": 75,
    "curation_score": 40.0,
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    "substance_score": 3.717,
    "jev_is_substantive": 0.85,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.99,
    "jev_depth": 1.27,
    "jev_has_rule": 0.06,
    "quality_score": 3.717,
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  },
  {
    "id": "2082800792508223701",
    "text": "没法保证都能做对题，但是有解题思路总得做一做，做对概率总比高位的时候喊“你梭我也梭”要更大一些，你说对吗？",
    "date": "2026-07-30 12:09:40",
    "date_only": "2026-07-30",
    "timestamp": 1785413380.0,
    "likes": 24,
    "retweets": 0,
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    "views": 7169,
    "isReply": true,
    "text_len": 53,
    "curation_score": 20.3,
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    "substance_score": 3.0570000000000004,
    "jev_is_substantive": 0.54,
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    "jev_confidence": 0.99,
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  },
  {
    "id": "1845353263551610940",
    "text": "apt也启动了，最近apt现在的一级很像一个多月前的sui，玩二级的可以作为参考。",
    "date": "2024-10-13 06:37:57",
    "date_only": "2024-10-13",
    "timestamp": 1728801477.0,
    "likes": 24,
    "retweets": 3,
    "replies": 10,
    "views": 33746,
    "isReply": false,
    "text_len": 41,
    "curation_score": 162.5,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1845353263551610940",
    "substance_score": 2.9970000000000003,
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    "jev_confidence": 0.98,
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  },
  {
    "id": "1983863373239611485",
    "text": "@mirrorzk 现在市场是这样的 撸出来的毛都是转手就卖 上线别想有什么买盘 作为项目方最好是直接跟着砸 拿着掏出来的钱操二段给真正的believer一个交代是最好的",
    "date": "2025-10-30 11:47:41",
    "date_only": "2025-10-30",
    "timestamp": 1761824861.0,
    "likes": 21,
    "retweets": 1,
    "replies": 6,
    "views": 7770,
    "isReply": true,
    "text_len": 85,
    "curation_score": 60.0,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1983863373239611485",
    "substance_score": 3.4149999999999996,
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    "jev_confidence": 0.67,
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    "is_mental_model": false
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  {
    "id": "1982499159476449384",
    "text": "@xxxApril_D13 我觉得现在谈应用还太早，应该也会像上轮ai那波，先有meme去抬高天花板，然后慢慢出应用。",
    "date": "2025-10-26 17:26:47",
    "date_only": "2025-10-26",
    "timestamp": 1761499607.0,
    "likes": 10,
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    "isReply": true,
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  },
  {
    "id": "1754675363492606266",
    "text": "@0xDamien @Pandora_ERC404 i don't think many realize the value of Pandora. The VCs dumped billions into NFTfi to solve the lack of liquidity , and non of it really works. This solves all the problems that NFTfi wants to solve, and connects NFTs to Defi infra. This literally could restart a NFT bull run.",
    "date": "2024-02-06 01:16:21",
    "date_only": "2024-02-06",
    "timestamp": 1707182181.0,
    "likes": 7,
    "retweets": 1,
    "replies": 1,
    "views": 496,
    "isReply": true,
    "text_len": 304,
    "curation_score": 64.5,
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  {
    "id": "1881719855474520547",
    "text": "@Freya_Starfall @wormhole @solana @MeteoraAG sol上现在是base的溢价三四倍了，别冲了.....",
    "date": "2025-01-21 15:05:48",
    "date_only": "2025-01-21",
    "timestamp": 1737471948.0,
    "likes": 5,
    "retweets": 0,
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    "isReply": true,
    "text_len": 72,
    "curation_score": -15.2,
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    "url": "https://x.com/Michael_Liu93/status/1881719855474520547",
    "substance_score": 2.899,
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  {
    "id": "1986585199334072537",
    "text": "@tyhvip 包不能玩的啊，新币只上合约+alpha的一律不碰",
    "date": "2025-11-07 00:03:15",
    "date_only": "2025-11-07",
    "timestamp": 1762473795.0,
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    "isReply": true,
    "text_len": 32,
    "curation_score": -6.3,
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  {
    "id": "1833773725822693458",
    "text": "@BTCdayu 其实主要变量因素是有没有降息放大水，有的情况下可能猜错的几条都对了😂",
    "date": "2024-09-11 07:45:00",
    "date_only": "2024-09-11",
    "timestamp": 1726040700.0,
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    "isReply": true,
    "text_len": 43,
    "curation_score": 9.9,
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  {
    "id": "1844996434703286787",
    "text": "@iirisfuyou 嗯啊 散户多能cto就去cto没庄的币 别跟明显的cabal庄车 人家想的是怎么自己利益最大化",
    "date": "2024-10-12 07:00:03",
    "date_only": "2024-10-12",
    "timestamp": 1728716403.0,
    "likes": 2,
    "retweets": 0,
    "replies": 1,
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    "isReply": true,
    "text_len": 59,
    "curation_score": -10.4,
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    "substance_score": 3.629,
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    "jev_confidence": 0.72,
    "jev_depth": 1.27,
    "jev_has_rule": 0.15,
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    "id": "2021913805782208590",
    "text": "@superbitmaneth 不会再做下一个btc或者eth，但本质上不去做100x perp是合规问题，不是能不能做的问题。所以如果crypto一直是小众资金去的地方，没问题的。",
    "date": "2026-02-12 11:46:31",
    "date_only": "2026-02-12",
    "timestamp": 1770896791.0,
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    "isReply": true,
    "text_len": 91,
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    "jev_confidence": 0.62,
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    "jev_has_rule": 0.04,
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  {
    "id": "1947341167701496067",
    "text": "@huangyu_topaz 上了Upbit拉了好几天了，这里要是给回调，可以支撑位建仓，应该会有反弹 https://t.co/MqUPeLr99B",
    "date": "2025-07-21 17:01:28",
    "date_only": "2025-07-21",
    "timestamp": 1753117288.0,
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    "jev_confidence": 0.98,
    "jev_depth": 1.26,
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  {
    "id": "1854771133561946222",
    "text": "无法认同更多，不管一级还是二级，你一定要找有强庄的强势币，但我发现很多人喜欢玩一直跌，在底部摩擦的，觉得“性价比高”，认为庄总归会拉盘，这就跟选一起炒币的朋友一样，你跟着强者走获胜的概率要远大于跟着一群也不咋懂的土狗群友闭门造车互相洗脑和心理按摩，在这个炒空气的市场，“性价比”就是最",
    "date": "2024-11-08 06:21:12",
    "date_only": "2024-11-08",
    "timestamp": 1731046872.0,
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    "substance_score": 3.996,
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    "jev_confidence": 0.43,
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  {
    "id": "1840226607321231729",
    "text": "当一个赛道变成了毫无悬念的收割游戏，它也就离死不远了。而这轮的所有vc币做市商都在拿上轮icp的方法在做市收割，",
    "date": "2024-09-29 03:06:27",
    "date_only": "2024-09-29",
    "timestamp": 1727579187.0,
    "likes": 12,
    "retweets": 0,
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    "text_len": 56,
    "curation_score": 8.9,
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    "substance_score": 3.438,
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  {
    "id": "1855907234871410799",
    "text": "@guhype 我觉得挺好的 屁股决定脑袋 链上这样才火热 然后上二级的项目也不是上来就砸盘先套现的vc币",
    "date": "2024-11-11 09:35:40",
    "date_only": "2024-11-11",
    "timestamp": 1731317740.0,
    "likes": 11,
    "retweets": 0,
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    "isReply": true,
    "text_len": 53,
    "curation_score": -2.0,
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    "substance_score": 2.936,
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  {
    "id": "1873400823818158491",
    "text": "@0xpeterHan_sol 赚钱的玩法没什么高低贵贱，我说“P小将”完全没有贬义的意思。只是市场趋势是这样，所以得去改变策略。就像是cex交易所们不也在这轮的链上改变策略嘛",
    "date": "2024-12-29 16:08:57",
    "date_only": "2024-12-29",
    "timestamp": 1735488537.0,
    "likes": 7,
    "retweets": 0,
    "replies": 3,
    "views": 1348,
    "isReply": true,
    "text_len": 88,
    "curation_score": 23.2,
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    "substance_score": 3.2079999999999997,
    "jev_is_substantive": 0.64,
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    "jev_confidence": 0.26,
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  {
    "id": "2082084989630644661",
    "text": "@muscleoman 宏观信号可以更好，市场开始预期降息而不是加息",
    "date": "2026-07-28 12:45:19",
    "date_only": "2026-07-28",
    "timestamp": 1785242719.0,
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    "isReply": true,
    "text_len": 34,
    "curation_score": -9.3,
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    "url": "https://x.com/Michael_Liu93/status/2082084989630644661",
    "substance_score": 3.378,
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  },
  {
    "id": "1881719630408151403",
    "text": "Solana上现在溢价三四倍了，别冲了，冲base上啊，这么冲Solana上得被套利的套死。。。。",
    "date": "2025-01-21 15:04:55",
    "date_only": "2025-01-21",
    "timestamp": 1737471895.0,
    "likes": 2,
    "retweets": 0,
    "replies": 6,
    "views": 12946,
    "isReply": true,
    "text_len": 49,
    "curation_score": -1.1,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1881719630408151403",
    "substance_score": 3.1140000000000003,
    "jev_is_substantive": 0.59,
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    "jev_confidence": 0.92,
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  {
    "id": "1851265597851807876",
    "text": "@Piaoxue_eth 后面如果大饼破了新高去高位横，那应该到山寨币发挥的时候了",
    "date": "2024-10-29 14:11:28",
    "date_only": "2024-10-29",
    "timestamp": 1730211088.0,
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    "isReply": true,
    "text_len": 41,
    "curation_score": 36.1,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1851265597851807876",
    "substance_score": 3.54,
    "jev_is_substantive": 0.8,
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    "jev_confidence": 0.95,
    "jev_depth": 1.26,
    "jev_has_rule": 0.06,
    "quality_score": 3.54,
    "is_mental_model": false
  },
  {
    "id": "1876925202904616985",
    "text": "前几天惠子说玩链上好像个大型的鱿鱼游戏，真的非常认同。其实整个金融市场就是一场场掠夺流动性的大型游戏，不管是美股、BTC、还是链上土狗，你以为美股常年新高不是在掠夺流动性？实际上美股通过美元的通胀掠夺了我们每个人的流动性。 https://t.co/368JDZ2IrP",
    "date": "2025-01-08 09:33:34",
    "date_only": "2025-01-08",
    "timestamp": 1736328814.0,
    "likes": 207,
    "retweets": 35,
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    "views": 67236,
    "isReply": false,
    "text_len": 135,
    "curation_score": 659.5,
    "is_featured": true,
    "local_images": [
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    "url": "https://x.com/Michael_Liu93/status/1876925202904616985",
    "substance_score": 4.351000000000001,
    "jev_is_substantive": 0.68,
    "jev_domain": "macro_cycle",
    "jev_confidence": 0.89,
    "jev_depth": 1.25,
    "jev_has_rule": 0.02,
    "quality_score": 4.351000000000001,
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  },
  {
    "id": "1997215505535717889",
    "text": "巨低开盘先让Alpha砸，第一根针就开始抢筹码直接拉，Alpha TGE营销也不见你做，能猜不到你的心思是想收筹上Perp吗，谢谢Power么么哒😊 https://t.co/srORfDkZXk",
    "date": "2025-12-06 08:04:17",
    "date_only": "2025-12-06",
    "timestamp": 1765008257.0,
    "likes": 118,
    "retweets": 3,
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    "isReply": false,
    "text_len": 98,
    "curation_score": 322.0,
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    "url": "https://x.com/Michael_Liu93/status/1997215505535717889",
    "substance_score": 3.3390000000000004,
    "jev_is_substantive": 0.28,
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    "jev_confidence": 0.87,
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    "jev_has_rule": 0.07,
    "quality_score": 3.3390000000000004,
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  },
  {
    "id": "1955696832295715312",
    "text": "@DARTERETH @Pathusa 以后看到这种上引线和这么大成交量说什么都得跑一波了 https://t.co/1gS0k9x6DJ",
    "date": "2025-08-13 18:23:54",
    "date_only": "2025-08-13",
    "timestamp": 1755109434.0,
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    "retweets": 1,
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    "isReply": true,
    "text_len": 69,
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    "local_images": [
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    "substance_score": 4.177,
    "jev_is_substantive": 0.75,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.31,
    "jev_depth": 1.25,
    "jev_has_rule": 0.23,
    "quality_score": 4.177,
    "is_mental_model": false
  },
  {
    "id": "1935210306260844691",
    "text": "玩二级山寨币想赚钱，尤其是新币，本质上是个预测庄行为的推演游戏，你把自己换到发币的项目方角度，推演过一次就知道为什么在这个游戏里做空99%的情况下是最优解了。\n\n《重生之币圈不相信理想主义》",
    "date": "2025-06-18 05:37:46",
    "date_only": "2025-06-18",
    "timestamp": 1750225066.0,
    "likes": 286,
    "retweets": 57,
    "replies": 78,
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    "isReply": false,
    "text_len": 95,
    "curation_score": 737.6,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1935210306260844691",
    "substance_score": 3.995,
    "jev_is_substantive": 0.79,
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    "jev_confidence": 0.66,
    "jev_depth": 1.25,
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    "quality_score": 3.995,
    "is_mental_model": false
  },
  {
    "id": "1868478653459484918",
    "text": "我投meme的逻辑跟投传统市场的vc项目本质上是一样的。找到那些愿景宏大的叙事，找到那些有野心、有能力、正直、且长期主义的创业者，投入以后尽我所能的去支持他们，不管是你们看到的公开建设或是背后帮他们拉资源、给建议。",
    "date": "2024-12-16 02:10:00",
    "date_only": "2024-12-16",
    "timestamp": 1734315000.0,
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    "text_len": 107,
    "curation_score": 603.8,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1868478653459484918",
    "substance_score": 3.691,
    "jev_is_substantive": 0.65,
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    "jev_confidence": 0.47,
    "jev_depth": 1.25,
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    "quality_score": 3.691,
    "is_mental_model": false
  },
  {
    "id": "1882153377901289792",
    "text": "给所有想往大做的AI项目方的建议，这轮的版本答案是：\n\n公平发射（最好stealth launch）+ 90%控筹 + 底层框架 or大模型 or 应用层能落地且有价值创造的产品（且最好能切到流动性侧）\n\n按这套公式你做出来了，100m+ so easy😉",
    "date": "2025-01-22 19:48:28",
    "date_only": "2025-01-22",
    "timestamp": 1737575308.0,
    "likes": 194,
    "retweets": 27,
    "replies": 109,
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    "isReply": false,
    "text_len": 128,
    "curation_score": 592.6,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1882153377901289792",
    "substance_score": 4.074999999999999,
    "jev_is_substantive": 0.84,
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  },
  {
    "id": "1877656423519400099",
    "text": "最近好多人在desci赛道套麻了，问我怎么看desci后续，写篇帖子统一回复下。\n\n因为个人还算比较了解pump science那边的情况，所以算有些发言权。Desci属于典型的官方资源好，“庄”也强，但市场没买单的赛道。\n\n先说好的地方：你如果笃定pump",
    "date": "2025-01-10 09:59:11",
    "date_only": "2025-01-10",
    "timestamp": 1736503151.0,
    "likes": 164,
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    "text_len": 129,
    "curation_score": 549.6,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1877656423519400099",
    "substance_score": 3.675,
    "jev_is_substantive": 0.69,
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    "jev_confidence": 0.95,
    "jev_depth": 1.25,
    "jev_has_rule": 0.03,
    "quality_score": 3.675,
    "is_mental_model": false
  },
  {
    "id": "2060083637027246127",
    "text": "这也是为什么币圈转美股的朋友们最普遍的问题一般都是拿不住（包括我），本质上还是对“产业的增长逻辑和估值逻辑”没有特别深刻的认知。",
    "date": "2026-05-28 19:39:48",
    "date_only": "2026-05-28",
    "timestamp": 1779997188.0,
    "likes": 64,
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    "url": "https://x.com/Michael_Liu93/status/2060083637027246127",
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  {
    "id": "1995055859278446780",
    "text": "@0xcryptowizard 同意，市场资金更聚焦了，优质项目后面有perp和spot预期",
    "date": "2025-11-30 09:02:37",
    "date_only": "2025-11-30",
    "timestamp": 1764493357.0,
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  {
    "id": "1830833010918465601",
    "text": "@acblanlin 庄要找对手盘，不然没有流动性啊",
    "date": "2024-09-03 04:59:39",
    "date_only": "2024-09-03",
    "timestamp": 1725339579.0,
    "likes": 5,
    "retweets": 0,
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    "text_len": 26,
    "curation_score": 2.9,
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    "substance_score": 3.037,
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  {
    "id": "1935904476482916531",
    "text": "@range2023 不说金子还是垃圾，就说价格最强和最弱，去空最强的永远不是一个好策略",
    "date": "2025-06-20 03:36:09",
    "date_only": "2025-06-20",
    "timestamp": 1750390569.0,
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    "retweets": 0,
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    "text_len": 44,
    "curation_score": -24.1,
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    "jev_confidence": 0.68,
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  {
    "id": "1882893104518476248",
    "text": "最近越发强烈的感受到，整个链上市场来到了一个十字路口，身边的人抱有巨大的分歧。Trump之后，市场情绪特别浮躁，一部分资金离开了AI，去寻找下一个一夜暴富的机会，结果在各种rug和一日盘中横冲直撞，拼的满脸是血，又不甘心放弃。",
    "date": "2025-01-24 20:47:53",
    "date_only": "2025-01-24",
    "timestamp": 1737751673.0,
    "likes": 312,
    "retweets": 24,
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    "substance_score": 3.356,
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  },
  {
    "id": "2009277880157503878",
    "text": "想fomo的，建议复习一下giggle当时的cx语录：\n\n“这是cz后半生的事业”\n“他这辈子会一直不断提及，每次提及都会拉盘”\n“他不可能让giggle太难看，丢不起这人”\n“giggle有捐款有燃烧，是价值币”\n\n现在该想的是：\n“下个更大的预期是什么？”\n“你现在买入要浇给的人是谁？”\n\n想不明白还接盘你就是韭菜🤡",
    "date": "2026-01-08 14:55:51",
    "date_only": "2026-01-08",
    "timestamp": 1767884151.0,
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    "url": "https://x.com/Michael_Liu93/status/2009277880157503878",
    "substance_score": 3.186,
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  {
    "id": "1880223046507897176",
    "text": "经常有小伙伴问我，自己总是卖飞，怎么才能钻到大收益？其实就是两个事：\n\n一是仓位管理，永远不要买让你不舒服的仓位，问问自己每天是不是看仓位三四十次，恨不得隔5分钟就看一次，如果是这样",
    "date": "2025-01-17 11:58:01",
    "date_only": "2025-01-17",
    "timestamp": 1737115081.0,
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    "jev_confidence": 1.0,
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  },
  {
    "id": "2097634799850819755",
    "text": "我认为4stock必会给合约+现货。这轮bnb上涨一定需要引入美股资金来拉动，这对于币安来说太重要了，BNC也会成为第一个被链上资金拉动的美股上市公司，昨天飞轮被分流停了，这下车更轻，飞轮也重启了。左手bnc当折扣的bnb现货拿了，右手拿4stock博meme拉动BNC。",
    "date": "2026-09-09 10:34:43",
    "date_only": "2026-09-09",
    "timestamp": 1788950083.0,
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    "substance_score": 3.586,
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  },
  {
    "id": "1836715862767849751",
    "text": "宣布降息一天后的以太主网，已经给你打过样流动性好起来之后会是什么样了。当然，你不需要相信以太坊，你也可以选择sol或ton，但你一定要相信流动性溢出阶段，公链作为蓄水池螺旋升天的威力。",
    "date": "2024-09-19 10:36:00",
    "date_only": "2024-09-19",
    "timestamp": 1726742160.0,
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  },
  {
    "id": "1961487475278582139",
    "text": "不过如果你买的是btc，我建议可以调仓或者卖掉，这个位置btc上不去多少了，盈亏比很一般，牛尾btc就是跑不过山寨",
    "date": "2025-08-29 17:53:51",
    "date_only": "2025-08-29",
    "timestamp": 1756490031.0,
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  {
    "id": "2074346255694926299",
    "text": "@xingpt 7月财报季更是双空逻辑，资本支出高了不行，资本支出低了更不行。",
    "date": "2026-07-07 04:14:21",
    "date_only": "2026-07-07",
    "timestamp": 1783397661.0,
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  {
    "id": "1922654839386833140",
    "text": "@Charlie_198806 这波的领涨龙头如果开始浇给，热钱会迅速逃离",
    "date": "2025-05-14 14:06:49",
    "date_only": "2025-05-14",
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  {
    "id": "1878014856206622880",
    "text": "说一下@sperg_ai 的情况，我很看好的一个tradifi+ai产品和团队，他有三个agent，每个agent都是从不同的角度对项目进行分析的，有分析技术面、分析基本面、还有分析流量面的。\n\n算是进化版的aixbt，产品上比aixbt好的地方是多了多个视角，同一个代币在不同视角的ai https://t.co/w9KdVNdfj9",
    "date": "2025-01-11 09:43:28",
    "date_only": "2025-01-11",
    "timestamp": 1736588608.0,
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  {
    "id": "2037139971187089500",
    "text": "这是日本哪个大聪明的想法，既不掌握生产端又不掌握战局，市场本来还犹犹豫豫的，敢这么明牌开空市场就有合力爆空的目标了 https://t.co/KjxDgqQZjm",
    "date": "2026-03-26 12:09:52",
    "date_only": "2026-03-26",
    "timestamp": 1774526992.0,
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    "substance_score": 3.823,
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  },
  {
    "id": "1899114593508852122",
    "text": "交易山寨币最重要的是把你自己从“交易者”的视角转换成“收割者”的视角。假设今天你是项目方雇的做市商trader，你手里有200w u的做市资金和一大堆货要出，你会不会有什么操作的基础准则呢？然后你就会得出一大串“怎么最大化利润”的收割者“playbook”，比如随便想几个：\n\n1.",
    "date": "2025-03-10 15:06:17",
    "date_only": "2025-03-10",
    "timestamp": 1741619177.0,
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  },
  {
    "id": "2060951789026082816",
    "text": "币圈花了十年建了最好的基建，但交易着最垃圾的资产。单论产品的用户体验，我觉得币安的产品吊打所有券商的。\n\n这波全面转向tradifi资产的rwa业务，让我无比看好crypto平台吃掉传统券商的蛋糕。\n\n这就是币圈这轮周期的主线，一切都刚刚开始。",
    "date": "2026-05-31 05:09:31",
    "date_only": "2026-05-31",
    "timestamp": 1780204171.0,
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  },
  {
    "id": "2067183411484369088",
    "text": "@0xPickleCati 吸血外围给自己续命，最后军事 科技 经济跟不上债务上涨速度，对外统治力下降，内部矛盾激增，最后推倒重来，timing很重要，然而最难判断",
    "date": "2026-06-17 09:51:46",
    "date_only": "2026-06-17",
    "timestamp": 1781689906.0,
    "likes": 12,
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  {
    "id": "2063861972769415393",
    "text": "@btc_jx 慢慢买呗，我也觉得有可能继续再往下到5万出头，但这个价格已经足够好让我开始定投了。",
    "date": "2026-06-08 05:53:33",
    "date_only": "2026-06-08",
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  {
    "id": "1865326467451957641",
    "text": "有段时间没写二级帖了，跟大家聊聊对后续山寨季的看法。先别拦着我，让我装个逼😂。9月16号以太坊二探最恐慌的底部，没人还敢公开奶ETH的时候，给你明call是“摔杯为号”抄底的机会，现在买个eth都有“翻倍出本”的机会了。评论区当时好多阴阳我奶eth的评论，刚去看很多评论都自己删了......我逻辑想清楚的 https://t.co/LOFhyc3vqO",
    "date": "2024-12-07 09:24:20",
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  {
    "id": "1926983643471192495",
    "text": "B这价格去赌上现货预期的多单的确没啥性价比，盘子运营做的挺烂的，纯靠明谋和砸钱拉盘，这庄挺有实力的，这么多空头小心点吧。 https://t.co/kLWaHxtEbi",
    "date": "2025-05-26 12:47:56",
    "date_only": "2025-05-26",
    "timestamp": 1748263676.0,
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  {
    "id": "1868882556101493177",
    "text": "今天又要说得罪人的大实话了，我之前强调过很多次，二级不要买新的“VC币”，但从来没展开讲过，今天聊聊二级做市商的商业模式，你就明白为什么我要这么说了。",
    "date": "2024-12-17 04:54:58",
    "date_only": "2024-12-17",
    "timestamp": 1734411298.0,
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  {
    "id": "2084891885911577075",
    "text": "很多人交易了几年还一直亏钱没有长进，因为交易精进是一个需要持续有意识的否认自己的过程，所以它难，而对于越执拗、傲慢、ego越大的人越难，当能意识到自己执拗和傲慢时，就是精进的第一步。\n\n“买的meme起不来，别骂别人，先反思下是不是自己审美不行”",
    "date": "2026-08-05 06:38:55",
    "date_only": "2026-08-05",
    "timestamp": 1785911935.0,
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  {
    "id": "1875053661308776754",
    "text": "刚在跟天总巫师Lam讨论未来AI赛道的格局，最终大家一致认为最终最值钱的东西还是会是“流动性”，大家的护城河也会是“流动性”。\n\n简化点说，virtual是啥东西？\n\n你就理解它是base上的pump fun就得了。\n\n所以从这个角度来说，virtual比ai16z值钱是make sense的。",
    "date": "2025-01-03 05:36:44",
    "date_only": "2025-01-03",
    "timestamp": 1735882604.0,
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  {
    "id": "1887574807862255958",
    "text": "谨慎点 这个月很多大项目tge 二级会疯狂吸流动性 切记管住手！",
    "date": "2025-02-06 18:51:18",
    "date_only": "2025-02-06",
    "timestamp": 1738867878.0,
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  {
    "id": "1887859179391705090",
    "text": "又来一个大卡车TGE，这俩月还有linea、solayer、nillion？还有啥？做市商别高开了好不好，没几个韭菜现在对着VC新币高开还接盘的吧？👀 新币上线，先跌半年再考虑。",
    "date": "2025-02-07 13:41:17",
    "date_only": "2025-02-07",
    "timestamp": 1738935677.0,
    "likes": 25,
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  {
    "id": "2097815770109706745",
    "text": "@2026_BNB @a82025h meme上完现货和合约再抄太多不确定性了，得有庄进来收筹搞二段才有得玩，比如币安人生",
    "date": "2026-09-09 22:33:49",
    "date_only": "2026-09-09",
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  {
    "id": "1991443781187776759",
    "text": "@nanoah48096 因为山寨只会跌的更多，挑控筹差没业务的，一篮子空呗",
    "date": "2025-11-20 09:49:31",
    "date_only": "2025-11-20",
    "timestamp": 1763632171.0,
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  {
    "id": "1884378527509963233",
    "text": "@off_thetarget 项目方疯狂逃跑会进一步带崩virtual的价格，变成一个自我加强的负循环",
    "date": "2025-01-28 23:10:25",
    "date_only": "2025-01-28",
    "timestamp": 1738105825.0,
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  {
    "id": "2097276141434454305",
    "text": "fourmeme是真傻逼，搞个阴毛盘自己分流自己的结果只会是两个都做不起来，不过以我对bsc的经验，一个币一定会出各种fud洗盘，包括之前cz烧错marscoin。\n\n刚cz也刚转发了bnc的内容",
    "date": "2026-09-08 10:49:32",
    "date_only": "2026-09-08",
    "timestamp": 1788864572.0,
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  },
  {
    "id": "1939918536308334708",
    "text": "延伸想想，资产发行侧会有不少服务商的新业务机会，liquid fund MM等，交易侧也有跑出来新平台和交易工具的可能，这个风口不小的，想创业的可以进去细看看",
    "date": "2025-07-01 05:26:35",
    "date_only": "2025-07-01",
    "timestamp": 1751347595.0,
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  {
    "id": "1850807263096873218",
    "text": "大家别看我说“现在价格机构基本不赚钱”误解成是推你去买scroll了，项目方和vc都互卷了，你进去当接盘侠是要去做慈善吗？",
    "date": "2024-10-28 07:50:12",
    "date_only": "2024-10-28",
    "timestamp": 1730101812.0,
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  {
    "id": "2082823148911890897",
    "text": "@sylvigil 前几天市场都觉得缺，那就可能不缺，这几天都觉得不缺了，那就可能缺了",
    "date": "2026-07-30 13:38:30",
    "date_only": "2026-07-30",
    "timestamp": 1785418710.0,
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  {
    "id": "1838393177696510344",
    "text": "@web3foxcn @MJkYANGDNpn0b2n 这个策略的关键其实是找到“爱喊单”的博主并对应到他链上的钱包，在他钱包买完第一时间先跟进去，然后等他发完推准备收割社区先他一步砸完。",
    "date": "2024-09-24 01:41:03",
    "date_only": "2024-09-24",
    "timestamp": 1727142063.0,
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  {
    "id": "1995694883097739653",
    "text": "@follow_clues 真实了 投kol轮的意义是知道什么时候打币过来 然后做空",
    "date": "2025-12-02 03:21:53",
    "date_only": "2025-12-02",
    "timestamp": 1764645713.0,
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  {
    "id": "2044837836894216617",
    "text": "没空BES，挑一些控筹差的，这轮纯被散户情绪冲起来的标空吧",
    "date": "2026-04-16 17:58:26",
    "date_only": "2026-04-16",
    "timestamp": 1776362306.0,
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  {
    "id": "2082740710126858725",
    "text": "@XiaoZha62335239 如果你的投资判断依据是这张图，那在海力士主升浪之前去年年底你就该跑了",
    "date": "2026-07-30 08:10:55",
    "date_only": "2026-07-30",
    "timestamp": 1785399055.0,
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  {
    "id": "2100152323024810084",
    "text": "@0xmosk 这个赛道4stock没跑出来不太可能跑出来别的了，币安不太可能上两个完全一样的叙事到alpha",
    "date": "2026-09-16 09:18:27",
    "date_only": "2026-09-16",
    "timestamp": 1789550307.0,
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  {
    "id": "1841550032102948968",
    "text": "@HeidiMarti54461 “所谓的拉盘地址”就是所有足够大的market mover在我这里都算是，都是要盯什么时候在出货的。",
    "date": "2024-10-02 18:45:16",
    "date_only": "2024-10-02",
    "timestamp": 1727894716.0,
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  {
    "id": "2010362131317997790",
    "text": "链上标的都开始大回调了，上午的盘感还是正确的，看看下周龙一龙二能不能跌出恐慌针出来，到时候狠狠抄。 https://t.co/PfW4CFqHlc",
    "date": "2026-01-11 14:44:17",
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    "timestamp": 1768142657.0,
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  {
    "id": "1909661549910011974",
    "text": "不管是sol还是eth都是关键支撑点位，今天美股还算稳，这个位置除非出个黑天鹅直接穿了，不然怎么都得弹一下\n\n抄！ https://t.co/tzhBkvBbUn",
    "date": "2025-04-08 17:36:07",
    "date_only": "2025-04-08",
    "timestamp": 1744133767.0,
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  {
    "id": "1886709478332227715",
    "text": "这个行业的本质就是一个“生产币、卖币、互相割”的生意。让资本不去最大化逐利就像是让狮子去吃素，狮子在他自己的游戏里也会被饿死。\n\n如果你去赌场刚坐下，发现对面坐着的都是pro，就自己最菜，你该做的选择不是骂这些pro，而是立刻换个桌子玩。",
    "date": "2025-02-04 09:32:47",
    "date_only": "2025-02-04",
    "timestamp": 1738661567.0,
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    "url": "https://x.com/Michael_Liu93/status/1886709478332227715",
    "substance_score": 3.877,
    "jev_is_substantive": 0.78,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.48,
    "jev_depth": 1.19,
    "jev_has_rule": 0.04,
    "quality_score": 3.877,
    "is_mental_model": false
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  {
    "id": "1962033864576319765",
    "text": "Block的Launchpad应该快上了，要做全链模式的WLFI严选盘，蹲Sol usd1交易对的就别在pump上蹲了，上来出的几个都会是流水盘，直接蹲Block的吧。",
    "date": "2025-08-31 06:05:00",
    "date_only": "2025-08-31",
    "timestamp": 1756620300.0,
    "likes": 73,
    "retweets": 9,
    "replies": 20,
    "views": 43674,
    "isReply": false,
    "text_len": 84,
    "curation_score": 313.8,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1962033864576319765",
    "substance_score": 3.491,
    "jev_is_substantive": 0.73,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.53,
    "jev_depth": 1.19,
    "jev_has_rule": 0.08,
    "quality_score": 3.491,
    "is_mental_model": false
  },
  {
    "id": "1868891731921715428",
    "text": "@lijiuer1 嗯呢，说自己是meme的，开盘直接狙到1000w以上的meme币全部拉黑，没这实力做社区+拉盘，还想要高市值割，都是垃圾",
    "date": "2024-12-17 05:31:25",
    "date_only": "2024-12-17",
    "timestamp": 1734413485.0,
    "likes": 10,
    "retweets": 3,
    "replies": 0,
    "views": 2506,
    "isReply": true,
    "text_len": 70,
    "curation_score": 14.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1868891731921715428",
    "substance_score": 3.441,
    "jev_is_substantive": 0.68,
    "jev_domain": "meme_pvp",
    "jev_confidence": 1.0,
    "jev_depth": 1.19,
    "jev_has_rule": 0.33,
    "quality_score": 3.441,
    "is_mental_model": false
  },
  {
    "id": "1963886964618514503",
    "text": "第一次炒股票是在高中那会儿，用着我妈的账户和几百刀，当时把利弗莫尔的“股票大作手回忆录”奉为交易圣经，读了一遍又一遍。\n\n我当然也知道，纪律至上、趋势为王、不要过度交易、行情差的时候不动、情绪失控的时候就该下桌，我也知道他自己最后是怎么死在杠杆上的。",
    "date": "2025-09-05 08:48:34",
    "date_only": "2025-09-05",
    "timestamp": 1757062114.0,
    "likes": 286,
    "retweets": 42,
    "replies": 59,
    "views": 186286,
    "isReply": false,
    "text_len": 125,
    "curation_score": 716.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1963886964618514503",
    "substance_score": 3.5340000000000003,
    "jev_is_substantive": 0.56,
    "jev_domain": "mindset_risk",
    "jev_confidence": 1.0,
    "jev_depth": 1.18,
    "jev_has_rule": 0.18,
    "quality_score": 3.5340000000000003,
    "is_mental_model": true
  },
  {
    "id": "1898711145244238315",
    "text": "有一说一，主动做市商都是服务项目方的，开盘之前也都会跟项目方商榷做市策略，主动做市商存在的最大目的就是“通过做市，帮客户掏出更多钱来”，他们的盈利模式也是按能掏出来钱的%算的。",
    "date": "2025-03-09 12:23:08",
    "date_only": "2025-03-09",
    "timestamp": 1741522988.0,
    "likes": 143,
    "retweets": 12,
    "replies": 20,
    "views": 136830,
    "isReply": false,
    "text_len": 88,
    "curation_score": 540.5,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1898711145244238315",
    "substance_score": 3.288,
    "jev_is_substantive": 0.58,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.82,
    "jev_depth": 1.18,
    "jev_has_rule": 0.03,
    "quality_score": 3.288,
    "is_mental_model": false
  },
  {
    "id": "1854384189971509579",
    "text": "Uxlink不太对劲了，盯着点，还有链上活动，之前发过这个策略，3个条件都check就是entry机会",
    "date": "2024-11-07 04:43:38",
    "date_only": "2024-11-07",
    "timestamp": 1730954618.0,
    "likes": 47,
    "retweets": 7,
    "replies": 34,
    "views": 42671,
    "isReply": false,
    "text_len": 51,
    "curation_score": 226.8,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1854384189971509579",
    "substance_score": 3.7,
    "jev_is_substantive": 0.78,
    "jev_domain": "onchain_flow",
    "jev_confidence": 0.76,
    "jev_depth": 1.18,
    "jev_has_rule": 0.31,
    "quality_score": 3.7,
    "is_mental_model": false
  },
  {
    "id": "2074045885387038970",
    "text": "@Phoenix_DF1 从高点到低点一年的熊市周期。\n\nETF流出就是投资者正常卖，不算黑天鹅",
    "date": "2026-07-06 08:20:47",
    "date_only": "2026-07-06",
    "timestamp": 1783326047.0,
    "likes": 4,
    "retweets": 0,
    "replies": 1,
    "views": 3391,
    "isReply": true,
    "text_len": 48,
    "curation_score": -2.2,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2074045885387038970",
    "substance_score": 3.09,
    "jev_is_substantive": 0.64,
    "jev_domain": "macro_cycle",
    "jev_confidence": 0.63,
    "jev_depth": 1.18,
    "jev_has_rule": 0.04,
    "quality_score": 3.09,
    "is_mental_model": false
  },
  {
    "id": "1915733492190900685",
    "text": "Alpaca OI还涨着呢 空军头真铁啊。。。等空军被插爆了多头平单了再去空不好吗 https://t.co/9M1Kc3nfqr",
    "date": "2025-04-25 11:43:51",
    "date_only": "2025-04-25",
    "timestamp": 1745581431.0,
    "likes": 43,
    "retweets": 2,
    "replies": 16,
    "views": 76019,
    "isReply": true,
    "text_len": 65,
    "curation_score": 192.5,
    "is_featured": true,
    "local_images": [
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    "url": "https://x.com/Michael_Liu93/status/1915733492190900685",
    "substance_score": 3.429,
    "jev_is_substantive": 0.45,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.45,
    "jev_depth": 1.17,
    "jev_has_rule": 0.1,
    "quality_score": 3.429,
    "is_mental_model": false
  },
  {
    "id": "1947883982349369667",
    "text": "@guhype 看线走的确实还行，做市中规中矩吧，多头车有些重 https://t.co/L8rm7A7veJ",
    "date": "2025-07-23 04:58:25",
    "date_only": "2025-07-23",
    "timestamp": 1753246705.0,
    "likes": 3,
    "retweets": 0,
    "replies": 0,
    "views": 1173,
    "isReply": true,
    "text_len": 55,
    "curation_score": -23.2,
    "is_featured": true,
    "local_images": [
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    ],
    "url": "https://x.com/Michael_Liu93/status/1947883982349369667",
    "substance_score": 3.1129999999999995,
    "jev_is_substantive": 0.36,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.52,
    "jev_depth": 1.17,
    "jev_has_rule": 0.04,
    "quality_score": 3.1129999999999995,
    "is_mental_model": false
  },
  {
    "id": "1881214135255634126",
    "text": "切记切记不要贪便宜，炒币最差的思维就是：“这个上个月还1个亿，现在才2000w，值得买”",
    "date": "2025-01-20 05:36:15",
    "date_only": "2025-01-20",
    "timestamp": 1737351375.0,
    "likes": 114,
    "retweets": 9,
    "replies": 12,
    "views": 31979,
    "isReply": true,
    "text_len": 44,
    "curation_score": 232.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1881214135255634126",
    "substance_score": 3.659,
    "jev_is_substantive": 0.8,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.97,
    "jev_depth": 1.17,
    "jev_has_rule": 0.05,
    "quality_score": 3.659,
    "is_mental_model": true
  },
  {
    "id": "2077051288492355840",
    "text": "海力士抄的都先出了\n\n我觉得未来一段时间都会是美股冲，韩股套牢的卸杠杆和仓位",
    "date": "2026-07-14 15:23:11",
    "date_only": "2026-07-14",
    "timestamp": 1784042591.0,
    "likes": 91,
    "retweets": 2,
    "replies": 75,
    "views": 39985,
    "isReply": false,
    "text_len": 38,
    "curation_score": 302.5,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2077051288492355840",
    "substance_score": 3.297,
    "jev_is_substantive": 0.66,
    "jev_domain": "us_stocks_tech",
    "jev_confidence": 0.85,
    "jev_depth": 1.17,
    "jev_has_rule": 0.04,
    "quality_score": 3.297,
    "is_mental_model": false
  },
  {
    "id": "2048480257045668114",
    "text": "我认的是叙事和正主代表的正统性，而不是币在哪个平台发的，不管是eth还是sol都是推动慈善叙事，之后的利好要靠musk推动，正统性要靠小女孩妈妈来定调，就像你不会去买一个不捐给cz设立的giggle而捐给某个不知道什么学校的giggle币。\n\n我只认我认为对的交易逻辑，并为之压注，我管别人屁股在哪个车上。",
    "date": "2026-04-26 19:12:06",
    "date_only": "2026-04-26",
    "timestamp": 1777230726.0,
    "likes": 56,
    "retweets": 4,
    "replies": 19,
    "views": 17288,
    "isReply": false,
    "text_len": 153,
    "curation_score": 250.6,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2048480257045668114",
    "substance_score": 3.115,
    "jev_is_substantive": 0.6,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.85,
    "jev_depth": 1.17,
    "jev_has_rule": 0.04,
    "quality_score": 3.115,
    "is_mental_model": false
  },
  {
    "id": "1866819391171727639",
    "text": "在交易任何meme之前，第一步先看是PVP盘还是庄盘，这篇有写：\nhttps://t.co/xiGWk1wpIx\n第二步是参考这篇看叙事属于什么叙事，决定了你的交易策略是什么。",
    "date": "2024-12-11 12:16:41",
    "date_only": "2024-12-11",
    "timestamp": 1733919401.0,
    "likes": 50,
    "retweets": 11,
    "replies": 3,
    "views": 22938,
    "isReply": true,
    "text_len": 88,
    "curation_score": 223.9,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1866819391171727639",
    "substance_score": 3.415,
    "jev_is_substantive": 0.73,
    "jev_domain": "meme_pvp",
    "jev_confidence": 1.0,
    "jev_depth": 1.17,
    "jev_has_rule": 0.07,
    "quality_score": 3.415,
    "is_mental_model": false
  },
  {
    "id": "2019305162876326395",
    "text": "@bitfool1 对，不过我觉得熊市时间上的灵活性是站在交易者对立面的，越着急越容易亏",
    "date": "2026-02-05 07:00:42",
    "date_only": "2026-02-05",
    "timestamp": 1770274842.0,
    "likes": 4,
    "retweets": 0,
    "replies": 0,
    "views": 3203,
    "isReply": true,
    "text_len": 44,
    "curation_score": -17.6,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2019305162876326395",
    "substance_score": 3.335,
    "jev_is_substantive": 0.77,
    "jev_domain": "mindset_risk",
    "jev_confidence": 1.0,
    "jev_depth": 1.17,
    "jev_has_rule": 0.04,
    "quality_score": 3.335,
    "is_mental_model": true
  },
  {
    "id": "1856208788715450548",
    "text": "所以少看创始人忽悠哪个是主币哪个是副币，哪个有赋能，还是得市场买账才行，真正等degenai有价值捕获的时候，这场游戏已经结束了。",
    "date": "2024-11-12 05:33:56",
    "date_only": "2024-11-12",
    "timestamp": 1731389636.0,
    "likes": 3,
    "retweets": 1,
    "replies": 0,
    "views": 5946,
    "isReply": true,
    "text_len": 65,
    "curation_score": -10.6,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1856208788715450548",
    "substance_score": 3.2289999999999996,
    "jev_is_substantive": 0.72,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.58,
    "jev_depth": 1.17,
    "jev_has_rule": 0.03,
    "quality_score": 3.2289999999999996,
    "is_mental_model": false
  },
  {
    "id": "2032832065239134291",
    "text": "@AzeCrypto_ 不懂止损是一方面，还有无法接收和吸纳更多的信息，决策逻辑单一，最重要是这样永远没法成长",
    "date": "2026-03-14 14:51:47",
    "date_only": "2026-03-14",
    "timestamp": 1773499907.0,
    "likes": 0,
    "retweets": 0,
    "replies": 0,
    "views": 191,
    "isReply": true,
    "text_len": 55,
    "curation_score": 0.4,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2032832065239134291",
    "substance_score": 2.947,
    "jev_is_substantive": 0.58,
    "jev_domain": "mindset_risk",
    "jev_confidence": 1.0,
    "jev_depth": 1.17,
    "jev_has_rule": 0.04,
    "quality_score": 2.947,
    "is_mental_model": false
  },
  {
    "id": "2063854431188435289",
    "text": "12万的时候：卖了吧\n“美股在涨，btc在跌，梭了赌补涨”\n> 梭哈套麻了\n\n6万的时候：买点吧\n“美股高位开始崩了，美股跌会带崩btc”\n> 不买，赌美股崩盘转做空了\n\n你不亏钱谁亏钱？ https://t.co/zGrj7Na5Yg",
    "date": "2026-06-08 05:23:35",
    "date_only": "2026-06-08",
    "timestamp": 1780896215.0,
    "likes": 74,
    "retweets": 4,
    "replies": 10,
    "views": 16569,
    "isReply": false,
    "text_len": 124,
    "curation_score": 291.1,
    "is_featured": true,
    "local_images": [
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    ],
    "url": "https://x.com/Michael_Liu93/status/2063854431188435289",
    "substance_score": 3.48,
    "jev_is_substantive": 0.46,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.85,
    "jev_depth": 1.16,
    "jev_has_rule": 0.07,
    "quality_score": 3.48,
    "is_mental_model": false
  },
  {
    "id": "1836046067978391746",
    "text": "前两天发这个帖子后，有几个人评论和私信我说要空uxlink，记得有人说，他感觉uxlink到0.4的前高庄就不会拉了。刚看到uxlink拉起来了，想去提醒一下他千万别上头抗亏损，结果已经找不到他了。有的东西别人说一万遍都没用，不被暴打一次永远不会长记性，希望他这次能学会“他感觉”在交易里没有任何意义。 https://t.co/l4HBzFLUt2",
    "date": "2024-09-17 14:14:29",
    "date_only": "2024-09-17",
    "timestamp": 1726582469.0,
    "likes": 26,
    "retweets": 2,
    "replies": 9,
    "views": 18784,
    "isReply": false,
    "text_len": 175,
    "curation_score": 187.6,
    "is_featured": true,
    "local_images": [
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    ],
    "url": "https://x.com/Michael_Liu93/status/1836046067978391746",
    "substance_score": 3.5,
    "jev_is_substantive": 0.53,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.92,
    "jev_depth": 1.16,
    "jev_has_rule": 0.05,
    "quality_score": 3.5,
    "is_mental_model": false
  },
  {
    "id": "2084173786048594120",
    "text": "好消息不断还跌就是顶，坏消息不断还涨就是底。",
    "date": "2026-08-03 07:05:27",
    "date_only": "2026-08-03",
    "timestamp": 1785740727.0,
    "likes": 475,
    "retweets": 51,
    "replies": 188,
    "views": 125445,
    "isReply": false,
    "text_len": 22,
    "curation_score": 703.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2084173786048594120",
    "substance_score": 3.896,
    "jev_is_substantive": 0.8,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.41,
    "jev_depth": 1.16,
    "jev_has_rule": 0.07,
    "quality_score": 3.896,
    "is_mental_model": false
  },
  {
    "id": "1989918218295890014",
    "text": "@0xcryptowizard 确实zec那边资金外溢过来了，跟周期里的btc和eth接棒似的",
    "date": "2025-11-16 04:47:28",
    "date_only": "2025-11-16",
    "timestamp": 1763268448.0,
    "likes": 10,
    "retweets": 0,
    "replies": 2,
    "views": 4772,
    "isReply": true,
    "text_len": 47,
    "curation_score": 39.5,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1989918218295890014",
    "substance_score": 2.896,
    "jev_is_substantive": 0.56,
    "jev_domain": "onchain_flow",
    "jev_confidence": 0.41,
    "jev_depth": 1.16,
    "jev_has_rule": 0.02,
    "quality_score": 2.896,
    "is_mental_model": false
  },
  {
    "id": "1959473175521263691",
    "text": "@bc1Leo 不冲突 链上快进快出以小搏大 所里蓝筹现货拿得稳",
    "date": "2025-08-24 04:29:44",
    "date_only": "2025-08-24",
    "timestamp": 1756009784.0,
    "likes": 2,
    "retweets": 0,
    "replies": 0,
    "views": 1575,
    "isReply": true,
    "text_len": 32,
    "curation_score": -23.9,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1959473175521263691",
    "substance_score": 3.288,
    "jev_is_substantive": 0.74,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.56,
    "jev_depth": 1.16,
    "jev_has_rule": 0.08,
    "quality_score": 3.288,
    "is_mental_model": false
  },
  {
    "id": "2100248015961510273",
    "text": "i know the odds say 90% hike, but I think warsh will hold\n\nbased on everything I know about his belief system, it’s the highest +EV decision based on what i am at least seeing\n\ncould be wrong, but convexity is convexity when all the chips are down",
    "date": "2026-09-16 15:38:42",
    "date_only": "2026-09-16",
    "timestamp": 1789573122.0,
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  },
  {
    "id": "1935464516508418316",
    "text": "小伙伴问我平时怎么找二级山寨币的机会，其实二级也有“枯坐扫链”。最简单的方式我估计也是大家用的最多的，就是每天起床刷一下交易所的涨幅榜和跌幅榜，然后挨个点进去看看数据看看图找机会。不过我自己平时枯坐的时候用Coinglass多一些，一个屏幕实时刷新coinglass数据，另一个打游戏聊天啥的，简单分 https://t.co/R0MuXoKDJv",
    "date": "2025-06-18 22:27:54",
    "date_only": "2025-06-18",
    "timestamp": 1750285674.0,
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    "substance_score": 3.709,
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  {
    "id": "1950463242658291764",
    "text": "讲都讲了，画个MM标准的操盘走势和背后逻辑给大家参考下吧，万物不离其宗，对庄来说，操盘的思路只有一个：高卖低买（付出最小成本掏最大的流动性） https://t.co/UZ9Qai8Uiq",
    "date": "2025-07-30 07:47:29",
    "date_only": "2025-07-30",
    "timestamp": 1753861649.0,
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    "substance_score": 4.372999999999999,
    "jev_is_substantive": 0.75,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.44,
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  },
  {
    "id": "1856757749398532191",
    "text": "继续攥住sol上的核心meme资产，ban act ai16z pnut都在新高，没抓到也别着急，pnut我也没抓到，一定还会有新机会。这轮meme行情可能会出现阶段性回调，但远还没有结束。两个客观、一个主观原因：\n\n1.",
    "date": "2024-11-13 17:55:19",
    "date_only": "2024-11-13",
    "timestamp": 1731520519.0,
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    "jev_confidence": 0.97,
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  },
  {
    "id": "1963528845677793793",
    "text": "WLFI仍然维持之前看法，100-150m会是个不错的建仓位置，据我所知团队后手还有很多牌没打，再给一周左右的时间吧，应该会是个中长期的黄金底。",
    "date": "2025-09-04 09:05:32",
    "date_only": "2025-09-04",
    "timestamp": 1756976732.0,
    "likes": 151,
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  },
  {
    "id": "1893539155046748207",
    "text": "有Freya的千万别忘了去迁移到Sol上，错过了迁移时间的Freya会被销毁通缩哈。到了Sol上之后Freya会上线staking + 分红功能。",
    "date": "2025-02-23 05:51:29",
    "date_only": "2025-02-23",
    "timestamp": 1740289889.0,
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    "substance_score": 3.109,
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  },
  {
    "id": "2054267902128476168",
    "text": "crcl我唯二的担忧\n短期：美股现在太fomo了，怕大盘来个闪崩\n长期：降息\n\n个股本身没什么问题",
    "date": "2026-05-12 18:30:08",
    "date_only": "2026-05-12",
    "timestamp": 1778610608.0,
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    "substance_score": 3.025,
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  },
  {
    "id": "1984548669673390372",
    "text": "@woshijiqiren_ 专挑控筹不紧还开盘贼拉高要浇给的项目下手，一空一个准，整治山寨币从我做起",
    "date": "2025-11-01 09:10:48",
    "date_only": "2025-11-01",
    "timestamp": 1761988248.0,
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    "text_len": 51,
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    "substance_score": 3.033,
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  },
  {
    "id": "2017236888676077918",
    "text": "@Hodl5x 币圈所有资产都是垃圾，有效的上币策略是要选热度大、能吸引用户、有造富效应的，而不是什么都上或者什么都不上",
    "date": "2026-01-30 14:02:07",
    "date_only": "2026-01-30",
    "timestamp": 1769781727.0,
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    "text_len": 60,
    "curation_score": -18.9,
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    "substance_score": 3.4469999999999996,
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  },
  {
    "id": "1884661874505236490",
    "text": "@xxk_hl 那些经历过周期验证，有用户和护城河的产品都会超过上轮周期的高点的。别在交易所挑垃圾买就行了",
    "date": "2025-01-29 17:56:20",
    "date_only": "2025-01-29",
    "timestamp": 1738173380.0,
    "likes": 3,
    "retweets": 0,
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    "isReply": true,
    "text_len": 53,
    "curation_score": -9.5,
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    "substance_score": 3.379,
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  },
  {
    "id": "2032350463283388815",
    "text": "@crypandapto 贵金属走一个周期可能得十年。。。可能做做大波段比较合适",
    "date": "2026-03-13 06:58:04",
    "date_only": "2026-03-13",
    "timestamp": 1773385084.0,
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  },
  {
    "id": "1884516272219775276",
    "text": "这几天都跌麻了，但我认为山寨季还在，甚至还没真正开始，更新下bitcoin dominance的图并给大家充值一波信仰。 https://t.co/uQHtv7Dcqx",
    "date": "2025-01-29 08:17:46",
    "date_only": "2025-01-29",
    "timestamp": 1738138666.0,
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  },
  {
    "id": "2001196429352821110",
    "text": "前几天跟朋友讨论到一个话题 “AI市场的泡沫有多大？”，分享一下我们的讨论，然后跟大家一起算几个大数。 https://t.co/CDqvDYP2Vm",
    "date": "2025-12-17 07:43:03",
    "date_only": "2025-12-17",
    "timestamp": 1765957383.0,
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    "substance_score": 3.782,
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    "jev_confidence": 0.68,
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  },
  {
    "id": "1872519693594243148",
    "text": "叫你们跟庄在内盘抢筹码，庄收不到足够多筹码是不会开的，这下rug老实了吧？没有庄的实力就别抢庄的筹码。 https://t.co/ktYnPj2TSM",
    "date": "2024-12-27 05:47:39",
    "date_only": "2024-12-27",
    "timestamp": 1735278459.0,
    "likes": 154,
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    "text_len": 75,
    "curation_score": 523.0,
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    "local_images": [
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    "url": "https://x.com/Michael_Liu93/status/1872519693594243148",
    "substance_score": 3.9699999999999998,
    "jev_is_substantive": 0.63,
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    "jev_confidence": 0.4,
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  },
  {
    "id": "2014398081488527700",
    "text": "空sent的建议看一下订单薄哈，做空的前提：控筹差 https://t.co/We9xzh8sUG",
    "date": "2026-01-22 18:01:42",
    "date_only": "2026-01-22",
    "timestamp": 1769104902.0,
    "likes": 110,
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    "url": "https://x.com/Michael_Liu93/status/2014398081488527700",
    "substance_score": 3.974,
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  },
  {
    "id": "2091006505919427064",
    "text": "提前空了或者在想着空的，建议复习下魏神的BTC100天趋势定律，上轮做趋势单每次忍不住想止盈了都会回去看一眼。",
    "date": "2026-08-22 03:36:14",
    "date_only": "2026-08-22",
    "timestamp": 1787369774.0,
    "likes": 289,
    "retweets": 34,
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    "isReply": false,
    "text_len": 55,
    "curation_score": 667.0,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2091006505919427064",
    "substance_score": 3.622,
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    "jev_confidence": 1.0,
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  },
  {
    "id": "2011072731866144806",
    "text": "现在的币圈让我有种韭菜断层了的感觉，身边还活跃的朋友都有自己的三板斧，不管是做合约的、做链上的、做山寨的、做流量的、做项目的，在自己领域都有独特的edge且靠此长期盈利",
    "date": "2026-01-13 13:47:57",
    "date_only": "2026-01-13",
    "timestamp": 1768312077.0,
    "likes": 215,
    "retweets": 6,
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    "isReply": false,
    "text_len": 84,
    "curation_score": 569.5,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2011072731866144806",
    "substance_score": 3.012,
    "jev_is_substantive": 0.42,
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    "jev_confidence": 0.31,
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    "quality_score": 3.012,
    "is_mental_model": false
  },
  {
    "id": "1977902034138640772",
    "text": "昨天跟@xingpt @allen_su1024 @Solomon_Nahhh 玩桌游，聊了聊对这次流动性清算事件和后市的看法。有个看法大家很一致：经过这种大型流动性清算事件后，主流币在短时间内恢复流动性可能有点难，需要时间消化，但山寨小币行情会很不错。",
    "date": "2025-10-14 00:59:27",
    "date_only": "2025-10-14",
    "timestamp": 1760403567.0,
    "likes": 203,
    "retweets": 13,
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    "text_len": 127,
    "curation_score": 644.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1977902034138640772",
    "substance_score": 3.7920000000000003,
    "jev_is_substantive": 0.8,
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    "jev_confidence": 0.86,
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  },
  {
    "id": "1855538117182423181",
    "text": "顶着大家骂Eth最多的时候，苦口婆心的写了这么多内容去按头你降息后一定要调仓到eth和sol，有多少真正看完然后执行的？你得相信我这种二级现货老韭菜对于大致周期节奏的判断，大部分人只有看见了才会相信，他们就是那群在btc高点把山寨币换仓到btc，然后等到山寨币高点终于忍不住又把btc换到山寨的人，",
    "date": "2024-11-10 09:08:56",
    "date_only": "2024-11-10",
    "timestamp": 1731229736.0,
    "likes": 68,
    "retweets": 9,
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    "views": 25472,
    "isReply": false,
    "text_len": 149,
    "curation_score": 359.9,
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    "substance_score": 3.386,
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    "jev_confidence": 0.47,
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  },
  {
    "id": "1887907432896369006",
    "text": "@taokamao cex和dex都是屎里淘金。但链上低开盘散户能赚到情绪的钱，既然都是炒空气，就找最容易赚钱的地方",
    "date": "2025-02-07 16:53:02",
    "date_only": "2025-02-07",
    "timestamp": 1738947182.0,
    "likes": 7,
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    "jev_confidence": 0.4,
    "jev_depth": 1.14,
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    "id": "1865682096917795007",
    "text": "@machim822 这就是交易技巧的事情了，盯着好的标的，在合适的时点开枪，而不是等庄把货都出没了跌了99%再上",
    "date": "2024-12-08 08:57:29",
    "date_only": "2024-12-08",
    "timestamp": 1733648249.0,
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  {
    "id": "1992824297539391741",
    "text": "前几天跟@timotimo007 @allen_su1024 @Chrislulu816 滑雪聊到了一个有趣的话题，分享出来也跟大家讨论讨论。\n\n已知这轮btc已经有了我们能预期的所有利好：\n1. 美国全面拥抱btc\n2. 比特币etf\n3. 华尔街最主流的机构们进场\n4. 史上最拥抱crypto的美国总统 https://t.co/52B16jyLlF",
    "date": "2025-11-24 05:15:12",
    "date_only": "2025-11-24",
    "timestamp": 1763961312.0,
    "likes": 201,
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  {
    "id": "1913852862695870672",
    "text": "拿加关税那天按头抄底的操作为例，说几条对我二级交易帮助很大的“经验”。\n\n1. 尊重大的支撑位和阻力位，这俩东西就像是市场中安了弹簧的吸铁石。\n2. https://t.co/pfPOKNPm9E",
    "date": "2025-04-20 07:10:54",
    "date_only": "2025-04-20",
    "timestamp": 1745133054.0,
    "likes": 120,
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  {
    "id": "1872191038351397311",
    "text": "麦总长篇Meme教学第四篇（项目方篇）：最近有不少项目方找来咨询该怎么发Meme币，大部分是原来做VC项目的，在技术领域有些积累，有的资金实力也很强，但meme上的确没什么经验，如果你对meme什么也不懂就下场瞎干，最后结局一定是自己没赚到钱，还要被散户骂。所以今天的教学帖主要写给项目方，做一个成",
    "date": "2024-12-26 08:01:41",
    "date_only": "2024-12-26",
    "timestamp": 1735200101.0,
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  {
    "id": "1995493793248973254",
    "text": "趁着最近Monad和Irys，聊聊我理解的新币交易吧（自我感觉新币交易上我胜率还可以，公开call的XPL、Wlfi、Monad、Met、Irys都没做错题）。\n\n我理解的新币交易本质上是一个解题的游戏，你在寻找的是“确定性的因子”，这个游戏有点像狼人杀，我举几个例子你就明白了。\n\n什么是确定性的因子呢？",
    "date": "2025-12-01 14:02:49",
    "date_only": "2025-12-01",
    "timestamp": 1764597769.0,
    "likes": 421,
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  },
  {
    "id": "2010205460004220978",
    "text": "前段时间养成了个对我很有意义的习惯\n\n每次最后按下开单键之前\n\n脑子里问自己一句\n\n“这单是逻辑还是情绪？”\n\n在下单前的那一刻，脑子无比清醒",
    "date": "2026-01-11 04:21:44",
    "date_only": "2026-01-11",
    "timestamp": 1768105304.0,
    "likes": 273,
    "retweets": 19,
    "replies": 50,
    "views": 31254,
    "isReply": false,
    "text_len": 71,
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    "substance_score": 3.315,
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  {
    "id": "1983238879751877095",
    "text": "@luyaoyuan 币圈就是个资产发行的游戏，只要掌握了最大流动性的cex，什么产品短板都能后面补上来",
    "date": "2025-10-28 18:26:10",
    "date_only": "2025-10-28",
    "timestamp": 1761675970.0,
    "likes": 21,
    "retweets": 0,
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    "isReply": true,
    "text_len": 52,
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  {
    "id": "2094488426703995355",
    "text": "@AAAce4518 大饼估计就横盘了，然后下波拉升之前大概率会有回踩，看73000左右吧。",
    "date": "2026-08-31 18:12:09",
    "date_only": "2026-08-31",
    "timestamp": 1788199929.0,
    "likes": 12,
    "retweets": 2,
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    "isReply": true,
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  {
    "id": "1858090547048767796",
    "text": "@roe1527 只要拉到40-50m往上的突然来个fud，下次你就当利好看就完了",
    "date": "2024-11-17 10:11:22",
    "date_only": "2024-11-17",
    "timestamp": 1731838282.0,
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  {
    "id": "1976940108072022300",
    "text": "@Quint_Liu 这跟打牌一样，大小盲打的不舒服就不要去升盲，直到打的舒服了再去升盲。",
    "date": "2025-10-11 09:17:06",
    "date_only": "2025-10-11",
    "timestamp": 1760174226.0,
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    "isReply": true,
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  {
    "id": "1965943672555581560",
    "text": "@y2024c 十倍超过hype的市值了，hype的业务价值、护城河、增长现在看来都比pump高很多。2-3倍是有可能的。",
    "date": "2025-09-11 01:01:11",
    "date_only": "2025-09-11",
    "timestamp": 1757552471.0,
    "likes": 3,
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  {
    "id": "2037581104769913134",
    "text": "@pabjidabao 这种蓝筹标，看好的话就dca接呗，也很难预判到底回调多少",
    "date": "2026-03-27 17:22:46",
    "date_only": "2026-03-27",
    "timestamp": 1774632166.0,
    "likes": 2,
    "retweets": 0,
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    "isReply": true,
    "text_len": 40,
    "curation_score": -24.1,
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  },
  {
    "id": "1947884231751045329",
    "text": "@0x000921 我觉得挺难回到Trump那会儿的热度了，可能要等降息之后了，sol和eth我还是更偏向于买eth",
    "date": "2025-07-23 04:59:25",
    "date_only": "2025-07-23",
    "timestamp": 1753246765.0,
    "likes": 2,
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  },
  {
    "id": "1863445808710070478",
    "text": "meme界有句名言“一个神盘必然经历多次70%的洗盘”，就连Murad也一直在强调这件事，但大部分人只会告诉你现象，我来告诉你本质。\n\n本质是在做市商和市场合力的推动下：\n1. https://t.co/gbNDoCDhIb",
    "date": "2024-12-02 04:51:16",
    "date_only": "2024-12-02",
    "timestamp": 1733115076.0,
    "likes": 465,
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    "url": "https://x.com/Michael_Liu93/status/1863445808710070478",
    "substance_score": 4.052,
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    "jev_confidence": 0.98,
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  },
  {
    "id": "2029924595030262074",
    "text": "唉难受，BTC这波假突破了，最不愿意看到这种，拉不回来大概率又要下一个楼梯了 https://t.co/89qg32qJS8",
    "date": "2026-03-06 14:18:32",
    "date_only": "2026-03-06",
    "timestamp": 1772806712.0,
    "likes": 147,
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    "is_featured": true,
    "local_images": [
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      "images/2029924595030262074_1.png"
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    "url": "https://x.com/Michael_Liu93/status/2029924595030262074",
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  },
  {
    "id": "1924740464072413635",
    "text": "前几天跟朋友讨论到为什么币圈这么多年了还没出现个浑水模式的基金(Mud Water)，FUD+做空，这种基金对行业也是有良性促进作用的。",
    "date": "2025-05-20 08:14:21",
    "date_only": "2025-05-20",
    "timestamp": 1747728861.0,
    "likes": 120,
    "retweets": 19,
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    "isReply": false,
    "text_len": 68,
    "curation_score": 386.2,
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    "substance_score": 3.252,
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  },
  {
    "id": "1905845181129056659",
    "text": "那你再问问自己，假设这波庄都出货了，下一步该怎么办？而对于那些选妃没被选上的bsc币的庄呢？该怎么办？\n\n然后基于你的答案去选择币和方向，等有开单位置去开单。",
    "date": "2025-03-29 04:51:14",
    "date_only": "2025-03-29",
    "timestamp": 1743223874.0,
    "likes": 29,
    "retweets": 1,
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    "isReply": true,
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  {
    "id": "2054696028750983457",
    "text": "@AlphaguyTrading 我的观点：贵金属已经到顶 > 白银是贵金属的“山寨币”> 熊市山寨币会超跌",
    "date": "2026-05-13 22:51:22",
    "date_only": "2026-05-13",
    "timestamp": 1778712682.0,
    "likes": 9,
    "retweets": 3,
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    "isReply": true,
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  },
  {
    "id": "2069324564178645073",
    "text": "@kptcl19710301 这种顶部是需要时间消化的 不会一根线上去一根线下来的",
    "date": "2026-06-23 07:39:56",
    "date_only": "2026-06-23",
    "timestamp": 1782200396.0,
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    "isReply": true,
    "text_len": 41,
    "curation_score": -22.8,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2069324564178645073",
    "substance_score": 2.9360000000000004,
    "jev_is_substantive": 0.61,
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  },
  {
    "id": "1837823145556037660",
    "text": "拿$Doggo作为我第一个“标的+逻辑“的帖子，这种实战帖我以后也会时不时开一个，可能对也可能错，但一定会避开PVP的小币种和当天的盘子，也只会发一次，不会持续shill，因为重点不是喊单，而是讲针对这个币我的思考逻辑和过程，希望可以帮到你。（NFA，如果你仍然介意我的利益相关，请你忽略这个帖子） https://t.co/qIc7qt5E2U",
    "date": "2024-09-22 11:55:57",
    "date_only": "2024-09-22",
    "timestamp": 1727006157.0,
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    "is_mental_model": false
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  {
    "id": "2005216782681092356",
    "text": "推荐大家一个抖音博主“老毛聊交易”，a股的大私募，尤其在交易心理上他对我启发很多。其实交易入门一些之后，你会发现技术和指标这些东西真的意义不大，真有用的东西就是交易心理学和一些大道至简的方法论，赌对的时候多赢点，赌输的时候少输点。 https://t.co/ByR3YmsgyU",
    "date": "2025-12-28 09:58:30",
    "date_only": "2025-12-28",
    "timestamp": 1766915910.0,
    "likes": 173,
    "retweets": 16,
    "replies": 44,
    "views": 35083,
    "isReply": false,
    "text_len": 139,
    "curation_score": 467.7,
    "is_featured": true,
    "local_images": [
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    "url": "https://x.com/Michael_Liu93/status/2005216782681092356",
    "substance_score": 4.243,
    "jev_is_substantive": 0.76,
    "jev_domain": "mindset_risk",
    "jev_confidence": 1.0,
    "jev_depth": 1.11,
    "jev_has_rule": 0.06,
    "quality_score": 4.243,
    "is_mental_model": false
  },
  {
    "id": "2092292833600524325",
    "text": "梁文锋最多给AI行业的未来收入算天花板时用GDP的百分比来算\n\nDario：未来世界只会有两个组织存在，政府和anthropic；Anthropic的收入会达到30万亿美金\n\nMusk：未来Spacex的价值将超过全地球的剩余价值总和 https://t.co/2KplaY3H0H",
    "date": "2026-08-25 16:47:39",
    "date_only": "2026-08-25",
    "timestamp": 1787676459.0,
    "likes": 82,
    "retweets": 3,
    "replies": 98,
    "views": 33249,
    "isReply": false,
    "text_len": 141,
    "curation_score": 303.5,
    "is_featured": true,
    "local_images": [
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    "url": "https://x.com/Michael_Liu93/status/2092292833600524325",
    "substance_score": 3.3890000000000002,
    "jev_is_substantive": 0.47,
    "jev_domain": "us_stocks_tech",
    "jev_confidence": 0.27,
    "jev_depth": 1.11,
    "jev_has_rule": 0.01,
    "quality_score": 3.3890000000000002,
    "is_mental_model": false
  },
  {
    "id": "1863448779372048488",
    "text": "@aichilatiao321 回踩日线支撑 https://t.co/GGy3xIH2TL",
    "date": "2024-12-02 05:03:04",
    "date_only": "2024-12-02",
    "timestamp": 1733115784.0,
    "likes": 10,
    "retweets": 0,
    "replies": 3,
    "views": 40969,
    "isReply": true,
    "text_len": 46,
    "curation_score": 66.9,
    "is_featured": true,
    "local_images": [
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    "url": "https://x.com/Michael_Liu93/status/1863448779372048488",
    "substance_score": 3.0130000000000003,
    "jev_is_substantive": 0.34,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.64,
    "jev_depth": 1.11,
    "jev_has_rule": 0.06,
    "quality_score": 3.0130000000000003,
    "is_mental_model": false
  },
  {
    "id": "2017368116972687678",
    "text": "最近感受很明显，每次去按脚或喝酒，服务人员看我在盯盘，都会聊上两句，一般对话是：\n\n“哥，这是股票吗“\n“不是，是数字货币，你玩过吗”\n“没有，搞不懂这个”\n“那你炒股吗？”\n“也不炒，我就囤黄金和白银”\n“都这么高了还要买吗？”\n“我长期看好，慢慢囤不会跌多少的”\n\n隐约感到又是一个时代财富转移的开始",
    "date": "2026-01-30 22:43:34",
    "date_only": "2026-01-30",
    "timestamp": 1769813014.0,
    "likes": 414,
    "retweets": 2,
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    "isReply": false,
    "text_len": 152,
    "curation_score": 596.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2017368116972687678",
    "substance_score": 2.8810000000000002,
    "jev_is_substantive": 0.35,
    "jev_domain": "macro_cycle",
    "jev_confidence": 0.73,
    "jev_depth": 1.11,
    "jev_has_rule": 0.02,
    "quality_score": 2.8810000000000002,
    "is_mental_model": false
  },
  {
    "id": "1983210823075147794",
    "text": "最近建了不少Aster的仓位，聊聊看好的理由吧，我觉得是个相对中长线的交易机会（认识几个Aster的朋友，但没跟Aster有任何商业合作，唯一利益相关只有仓位）：\n\n- Aster最可比的竟对是Hyperliquid，可以比几个数据：\n\n-",
    "date": "2025-10-28 16:34:41",
    "date_only": "2025-10-28",
    "timestamp": 1761669281.0,
    "likes": 187,
    "retweets": 27,
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    "text_len": 120,
    "curation_score": 666.5,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1983210823075147794",
    "substance_score": 3.231,
    "jev_is_substantive": 0.53,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.98,
    "jev_depth": 1.11,
    "jev_has_rule": 0.03,
    "quality_score": 3.231,
    "is_mental_model": false
  },
  {
    "id": "1978624637035553021",
    "text": "只有Alpha和合约的币，尤其是新币，空单少开或者干脆别开，这教训还没学到吗？",
    "date": "2025-10-16 00:50:49",
    "date_only": "2025-10-16",
    "timestamp": 1760575849.0,
    "likes": 107,
    "retweets": 9,
    "replies": 30,
    "views": 34425,
    "isReply": false,
    "text_len": 39,
    "curation_score": 336.4,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1978624637035553021",
    "substance_score": 3.8950000000000005,
    "jev_is_substantive": 0.87,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.95,
    "jev_depth": 1.11,
    "jev_has_rule": 0.3,
    "quality_score": 3.8950000000000005,
    "is_mental_model": false
  },
  {
    "id": "2007733421364150369",
    "text": "最近Jup就要不要有代币回购引发了不少关于回购有用/无用的讨论，说下我的观点\n\n回购必须有，这无关乎做市博弈 or 项目方算账，这是应用币的基本盘\n\n都2026年了，如果一个应用代币没有回购/分红机制去把币跟协议收入挂钩，我是不可能买的，我要炒空气去炒meme不好吗",
    "date": "2026-01-04 08:38:44",
    "date_only": "2026-01-04",
    "timestamp": 1767515924.0,
    "likes": 83,
    "retweets": 5,
    "replies": 64,
    "views": 29620,
    "isReply": false,
    "text_len": 133,
    "curation_score": 318.7,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2007733421364150369",
    "substance_score": 3.5949999999999998,
    "jev_is_substantive": 0.86,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.95,
    "jev_depth": 1.11,
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    "quality_score": 3.5949999999999998,
    "is_mental_model": false
  },
  {
    "id": "1972941518681067537",
    "text": "二级交易少关注技术指标和刻舟求剑，这世上没有圣杯也没有预言家，理解底层逻辑和不断的实战是唯一路径",
    "date": "2025-09-30 08:28:08",
    "date_only": "2025-09-30",
    "timestamp": 1759220888.0,
    "likes": 48,
    "retweets": 4,
    "replies": 6,
    "views": 10484,
    "isReply": true,
    "text_len": 48,
    "curation_score": 90.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1972941518681067537",
    "substance_score": 3.5010000000000003,
    "jev_is_substantive": 0.85,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.92,
    "jev_depth": 1.11,
    "jev_has_rule": 0.03,
    "quality_score": 3.5010000000000003,
    "is_mental_model": false
  },
  {
    "id": "2062986406990164295",
    "text": "往好的方向想，熊市应该已经过了70%了，剩下这30%的时间你做什么，很大程度上决定了你下轮周期的投资表现。",
    "date": "2026-06-05 19:54:22",
    "date_only": "2026-06-05",
    "timestamp": 1780689262.0,
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    "retweets": 1,
    "replies": 0,
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    "text_len": 53,
    "curation_score": 61.3,
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    "substance_score": 3.339,
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    "jev_domain": "macro_cycle",
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    "is_mental_model": false
  },
  {
    "id": "2094683210009776457",
    "text": "@lin_yiliu 等大家都感觉流动性已经好的时候 就到了可以慢慢卖的时候了",
    "date": "2026-09-01 07:06:09",
    "date_only": "2026-09-01",
    "timestamp": 1788246369.0,
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    "isReply": true,
    "text_len": 39,
    "curation_score": -17.1,
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    "substance_score": 3.383,
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    "jev_depth": 1.11,
    "jev_has_rule": 0.13,
    "quality_score": 3.383,
    "is_mental_model": false
  },
  {
    "id": "1855530683214835747",
    "text": "@JChinnhx 短线策略不太一样，都是非常紧的止损，本质是交易技术面的，飘雪他们就做的很好",
    "date": "2024-11-10 08:39:23",
    "date_only": "2024-11-10",
    "timestamp": 1731227963.0,
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    "curation_score": -9.0,
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    "url": "https://x.com/Michael_Liu93/status/1855530683214835747",
    "substance_score": 3.1189999999999998,
    "jev_is_substantive": 0.65,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.99,
    "jev_depth": 1.11,
    "jev_has_rule": 0.19,
    "quality_score": 3.1189999999999998,
    "is_mental_model": false
  },
  {
    "id": "1863902813241426237",
    "text": "麦总长篇Meme教学第一篇：你在决定冲一个meme币之前，你最最最最最先需要问自己的问题是：这个盘子是什么盘？是pvp盘还是庄盘？这件事是你冲任何meme之前一定要回答的问题，如果这都不了解就瞎冲，那你就不可能长期在这场游戏里获胜，所以我把这个当作Meme教学长篇连载的第一篇，我来告诉你这两种盘子 https://t.co/EOgnWdG9RF",
    "date": "2024-12-03 11:07:14",
    "date_only": "2024-12-03",
    "timestamp": 1733224034.0,
    "likes": 1612,
    "retweets": 497,
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    "curation_score": 865,
    "is_featured": true,
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    "substance_score": 4.362,
    "jev_is_substantive": 0.79,
    "jev_domain": "meme_pvp",
    "jev_confidence": 1.0,
    "jev_depth": 1.1,
    "jev_has_rule": 0.04,
    "quality_score": 4.362,
    "is_mental_model": false
  },
  {
    "id": "1870725738921664962",
    "text": "当初eliza小写大写都没买，只有ai16z，但是当shaw出了小写eliza的货然后转身去fud小写，我还是觉得该站出来发声。 https://t.co/n2H6DxOc1s",
    "date": "2024-12-22 06:59:07",
    "date_only": "2024-12-22",
    "timestamp": 1734850747.0,
    "likes": 215,
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    "replies": 119,
    "views": 168528,
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    "text_len": 88,
    "curation_score": 734.0,
    "is_featured": true,
    "local_images": [
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    "substance_score": 3.1340000000000003,
    "jev_is_substantive": 0.18,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.52,
    "jev_depth": 1.1,
    "jev_has_rule": 0.03,
    "quality_score": 3.1340000000000003,
    "is_mental_model": false
  },
  {
    "id": "2011265726318068067",
    "text": "聊个话题 “怎么设置止损”\n\n很少看到新人真正把风控当回事儿，但交易过几年的都会告诉你风控是交易的第一位\n\n原因很简单，都被一波带走狠狠打痛过，还可能不止一次",
    "date": "2026-01-14 02:34:51",
    "date_only": "2026-01-14",
    "timestamp": 1768358091.0,
    "likes": 207,
    "retweets": 13,
    "replies": 76,
    "views": 35696,
    "isReply": false,
    "text_len": 79,
    "curation_score": 475.4,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2011265726318068067",
    "substance_score": 3.6000000000000005,
    "jev_is_substantive": 0.71,
    "jev_domain": "mindset_risk",
    "jev_confidence": 1.0,
    "jev_depth": 1.1,
    "jev_has_rule": 0.08,
    "quality_score": 3.6000000000000005,
    "is_mental_model": true
  },
  {
    "id": "1856231978405920810",
    "text": "多看看高手的行为，尽量早没错，看准了可能是金狗大胆追，但不是去内盘里屎里淘金",
    "date": "2024-11-12 07:06:05",
    "date_only": "2024-11-12",
    "timestamp": 1731395165.0,
    "likes": 80,
    "retweets": 3,
    "replies": 5,
    "views": 31319,
    "isReply": true,
    "text_len": 38,
    "curation_score": 161.6,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1856231978405920810",
    "substance_score": 3.3060000000000005,
    "jev_is_substantive": 0.71,
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    "jev_confidence": 0.66,
    "jev_depth": 1.1,
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    "quality_score": 3.3060000000000005,
    "is_mental_model": false
  },
  {
    "id": "1833547826284150821",
    "text": "交易开单之前，你要想明白的第一件事就是，这个标的，你是在跟着庄喝汤还是在跟别的散户pvp？这件事想清楚之后你的策略该怎么制定也就迎刃而解了。",
    "date": "2024-09-10 16:47:22",
    "date_only": "2024-09-10",
    "timestamp": 1725986842.0,
    "likes": 22,
    "retweets": 3,
    "replies": 6,
    "views": 6343,
    "isReply": false,
    "text_len": 70,
    "curation_score": 134.7,
    "is_featured": true,
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    "substance_score": 3.37,
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    "jev_confidence": 0.45,
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    "is_mental_model": false
  },
  {
    "id": "2082735019924353101",
    "text": "@fengjingjiu1984 这个位置如果能有个像样点的反弹的话，海力士 sndk，40-50%应该是可以搏一搏的",
    "date": "2026-07-30 07:48:18",
    "date_only": "2026-07-30",
    "timestamp": 1785397698.0,
    "likes": 8,
    "retweets": 0,
    "replies": 2,
    "views": 5843,
    "isReply": true,
    "text_len": 59,
    "curation_score": -6.3,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2082735019924353101",
    "substance_score": 3.0460000000000003,
    "jev_is_substantive": 0.65,
    "jev_domain": "us_stocks_tech",
    "jev_confidence": 0.96,
    "jev_depth": 1.1,
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    "quality_score": 3.0460000000000003,
    "is_mental_model": false
  },
  {
    "id": "2077807900886757795",
    "text": "@Hans2140btc 股票我不喜欢做空 跌到关键支撑位博一博反弹ok的",
    "date": "2026-07-16 17:29:42",
    "date_only": "2026-07-16",
    "timestamp": 1784222982.0,
    "likes": 4,
    "retweets": 0,
    "replies": 1,
    "views": 2619,
    "isReply": true,
    "text_len": 37,
    "curation_score": 11.2,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2077807900886757795",
    "substance_score": 3.3580000000000005,
    "jev_is_substantive": 0.77,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.8,
    "jev_depth": 1.1,
    "jev_has_rule": 0.2,
    "quality_score": 3.3580000000000005,
    "is_mental_model": false
  },
  {
    "id": "1835565120254288185",
    "text": "@KK36931 大部分人都会在市场恐慌的时候更恐慌，只有回看才能发现其实都是周期",
    "date": "2024-09-16 06:23:22",
    "date_only": "2024-09-16",
    "timestamp": 1726467802.0,
    "likes": 3,
    "retweets": 0,
    "replies": 0,
    "views": 2679,
    "isReply": true,
    "text_len": 41,
    "curation_score": -5.1,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1835565120254288185",
    "substance_score": 3.132,
    "jev_is_substantive": 0.73,
    "jev_domain": "macro_cycle",
    "jev_confidence": 0.52,
    "jev_depth": 1.1,
    "jev_has_rule": 0.02,
    "quality_score": 3.132,
    "is_mental_model": false
  },
  {
    "id": "1839573056383263090",
    "text": "今天真是把我爷爷压箱底的货都拿出来了，讲讲一级市场怎么去扒掉阴毛庄的衣服，怎么找出来庄的钱包？找出来庄的钱包以后该怎么用？这次讲完以后阴毛盘的难度恐怕又要提高了，之前就会用的轻骂我，之前不知道的好好珍惜我这种愿意教你真东西的博主吧....后面用Doggo作为实例讲一下为什么我在他第一波砸 https://t.co/ctt5vMdFaV",
    "date": "2024-09-27 07:49:28",
    "date_only": "2024-09-27",
    "timestamp": 1727423368.0,
    "likes": 1470,
    "retweets": 426,
    "replies": 201,
    "views": 309437,
    "isReply": false,
    "text_len": 168,
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    "jev_confidence": 0.77,
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  {
    "id": "1990348370804703659",
    "text": "虽然如果错了挺打脸的，但看今天很多人抄底了，还是想给相信我的朋友们提醒下，我对“这轮牛市已经结束了”的判断有挺强的信心的。如果你从我开始做号就关注我，你应该知道这轮eth的两次绝对底部我都精确到当天抓到的，两轮高点提醒跑的时候eth就离最高差100-200u，可以翻回去看我的帖子，大周期上真的信 https://t.co/KA4R1E046g",
    "date": "2025-11-17 09:16:45",
    "date_only": "2025-11-17",
    "timestamp": 1763371005.0,
    "likes": 397,
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    "substance_score": 4.007,
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    "jev_confidence": 0.51,
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  {
    "id": "1872574975850541411",
    "text": "之前说过炒meme币最考验的是看人的能力，很多人不明白，我解释一下为什么这么说。\n\n一个meme币能否成功，重要的只有两件事， 1. 叙事，2.",
    "date": "2024-12-27 09:27:19",
    "date_only": "2024-12-27",
    "timestamp": 1735291639.0,
    "likes": 466,
    "retweets": 86,
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  },
  {
    "id": "2082733808219255240",
    "text": "刷到几篇抄底存储的帖子，评论区已经全都是骂推主傻逼，抄底会死，不要上头的评论了，前几天不买存储是傻逼，这几天抄存储成了傻逼，有意思，我想阶段底部应该就是这两天了，这次捡的真的都是带血的筹码。",
    "date": "2026-07-30 07:43:29",
    "date_only": "2026-07-30",
    "timestamp": 1785397409.0,
    "likes": 270,
    "retweets": 9,
    "replies": 113,
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    "isReply": false,
    "text_len": 95,
    "curation_score": 632.0,
    "is_featured": true,
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    "url": "https://x.com/Michael_Liu93/status/2082733808219255240",
    "substance_score": 3.115,
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    "jev_confidence": 0.34,
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  },
  {
    "id": "2082375956870873406",
    "text": "观点是：\n存储反弹，不是反转。\nCrypto底部定投区间了，估计再磨个1-3个月吧",
    "date": "2026-07-29 08:01:31",
    "date_only": "2026-07-29",
    "timestamp": 1785312091.0,
    "likes": 52,
    "retweets": 2,
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    "isReply": true,
    "text_len": 41,
    "curation_score": 95.8,
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    "substance_score": 3.4750000000000005,
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  },
  {
    "id": "1920863342563860597",
    "text": "隐含市值超过ava就不咋合适打了，现在还远",
    "date": "2025-05-09 15:28:03",
    "date_only": "2025-05-09",
    "timestamp": 1746804483.0,
    "likes": 14,
    "retweets": 0,
    "replies": 4,
    "views": 11671,
    "isReply": true,
    "text_len": 21,
    "curation_score": 14.3,
    "is_featured": true,
    "local_images": [],
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    "substance_score": 2.991,
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    "jev_confidence": 0.72,
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  },
  {
    "id": "1911683584769048879",
    "text": "@Tom05280945 怎么做止盈止损做仓位管理能说的太多了，改天写一篇吧。但最重要就是别让沉没成本参与决策。",
    "date": "2025-04-14 07:30:58",
    "date_only": "2025-04-14",
    "timestamp": 1744615858.0,
    "likes": 9,
    "retweets": 0,
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    "text_len": 56,
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    "quality_score": 3.181,
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  },
  {
    "id": "1955243127008268692",
    "text": "二级币发展到今天玩法上已经非常透明了，本质上就是拉买盘+做市的游戏，想在这场游戏里赢，就得理解这两者的关系 https://t.co/crVX2o4Ba3",
    "date": "2025-08-12 12:21:02",
    "date_only": "2025-08-12",
    "timestamp": 1755001262.0,
    "likes": 261,
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    "jev_confidence": 0.71,
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  },
  {
    "id": "2056596944571785246",
    "text": "记得上轮熊市周期走到一半的时候，收到来自圈外朋友最多的问题是：“现在能不能抄底BTC和ETH开始定投了”。而这轮周期，很明显大家最近都在反思定投BTC和ETH这件事是否仍然成立？或是否还是最优选？（尤其是对非全职在币圈，且有大额长期理财需求的朋友） https://t.co/W3hEKTjCG5",
    "date": "2026-05-19 04:44:55",
    "date_only": "2026-05-19",
    "timestamp": 1779165895.0,
    "likes": 158,
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    "url": "https://x.com/Michael_Liu93/status/2056596944571785246",
    "substance_score": 3.6,
    "jev_is_substantive": 0.47,
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    "jev_confidence": 0.69,
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  },
  {
    "id": "2062642780040823011",
    "text": "Crypto下轮周期的绝对主线和增量将是“通过代币化和稳定币吸血美股和美债资金，替代现有的金融基础设施，并建立一套更便捷、更自由流通、更小磨损、更全球化的价值流通体系”\n\n现在不同意没关系，mark一下，三年后咱们再回头看\n\nThe thesis will be inevitable",
    "date": "2026-06-04 21:08:55",
    "date_only": "2026-06-04",
    "timestamp": 1780607335.0,
    "likes": 592,
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    "substance_score": 3.856,
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    "jev_confidence": 0.94,
    "jev_depth": 1.08,
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    "quality_score": 3.856,
    "is_mental_model": true
  },
  {
    "id": "1906580467492762022",
    "text": "预感这轮周期usdt可能会有场大劫，不管是usdt欧区下架，孙哥搞usdd，还是trump搞usd1，明面风平浪静，实则暗流涌动，注意下风控。",
    "date": "2025-03-31 05:33:00",
    "date_only": "2025-03-31",
    "timestamp": 1743399180.0,
    "likes": 282,
    "retweets": 29,
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    "isReply": false,
    "text_len": 71,
    "curation_score": 652.0,
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    "substance_score": 3.552,
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    "jev_confidence": 0.39,
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    "is_mental_model": true
  },
  {
    "id": "1987313140749721625",
    "text": "在币圈最能“做时间的朋友”的事情就是长期空一篮子山寨和长期持有BTC。",
    "date": "2025-11-09 00:15:49",
    "date_only": "2025-11-09",
    "timestamp": 1762647349.0,
    "likes": 34,
    "retweets": 0,
    "replies": 6,
    "views": 8602,
    "isReply": true,
    "text_len": 35,
    "curation_score": 68.2,
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    "local_images": [],
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    "substance_score": 3.456,
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    "jev_confidence": 0.67,
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    "jev_has_rule": 0.06,
    "quality_score": 3.456,
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  },
  {
    "id": "2021923160409756159",
    "text": "@connectfarm1 失序加速，市场已经给过的答案是黄金会涨，btc至少现在不是，也许以后会是",
    "date": "2026-02-12 12:23:41",
    "date_only": "2026-02-12",
    "timestamp": 1770899021.0,
    "likes": 19,
    "retweets": 0,
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    "isReply": true,
    "text_len": 50,
    "curation_score": 27.3,
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    "url": "https://x.com/Michael_Liu93/status/2021923160409756159",
    "substance_score": 2.962,
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    "jev_confidence": 0.85,
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    "quality_score": 2.962,
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  },
  {
    "id": "1913893366351409380",
    "text": "边拉边平多单 这里多头没交易机会 等空单开完追空",
    "date": "2025-04-20 09:51:51",
    "date_only": "2025-04-20",
    "timestamp": 1745142711.0,
    "likes": 15,
    "retweets": 0,
    "replies": 2,
    "views": 407486,
    "isReply": true,
    "text_len": 24,
    "curation_score": 192.5,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1913893366351409380",
    "substance_score": 3.47,
    "jev_is_substantive": 0.79,
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    "jev_confidence": 0.89,
    "jev_depth": 1.08,
    "jev_has_rule": 0.3,
    "quality_score": 3.47,
    "is_mental_model": false
  },
  {
    "id": "1982476423710593077",
    "text": "@qingshui_eth 对ZEC每轮周期只拉一波，收筹三年",
    "date": "2025-10-26 15:56:26",
    "date_only": "2025-10-26",
    "timestamp": 1761494186.0,
    "likes": 3,
    "retweets": 0,
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    "isReply": true,
    "text_len": 31,
    "curation_score": 15.9,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1982476423710593077",
    "substance_score": 2.9979999999999998,
    "jev_is_substantive": 0.65,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.96,
    "jev_depth": 1.08,
    "jev_has_rule": 0.09,
    "quality_score": 2.9979999999999998,
    "is_mental_model": false
  },
  {
    "id": "2090099118391832632",
    "text": "存储和btc的目标双双达成。\n\n只是没想到btc是以这样一根大绿棒的方式达成。\n\n等4万一直没抄底的，不知道看到这种启动针慌不慌😁 https://t.co/KFKERlZVuU",
    "date": "2026-08-19 15:30:36",
    "date_only": "2026-08-19",
    "timestamp": 1787153436.0,
    "likes": 182,
    "retweets": 8,
    "replies": 97,
    "views": 76134,
    "isReply": false,
    "text_len": 89,
    "curation_score": 569.3,
    "is_featured": true,
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    "url": "https://x.com/Michael_Liu93/status/2090099118391832632",
    "substance_score": 2.937,
    "jev_is_substantive": 0.16,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.44,
    "jev_depth": 1.07,
    "jev_has_rule": 0.02,
    "quality_score": 2.937,
    "is_mental_model": false
  },
  {
    "id": "2027669919010304161",
    "text": "现在知道为什么前两天英伟达这么好的财报，连续两天科技股都在崩了，老鼠仓先跑了，不过打仗不是坏事，看看这两天给不给机会再抄点\n\n伊拉克03年3月20日\n阿富汗01年10月7日 https://t.co/KcnfbQinRE",
    "date": "2026-02-28 08:59:15",
    "date_only": "2026-02-28",
    "timestamp": 1772269155.0,
    "likes": 89,
    "retweets": 5,
    "replies": 28,
    "views": 57298,
    "isReply": false,
    "text_len": 110,
    "curation_score": 353.1,
    "is_featured": true,
    "local_images": [
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      "images/2027669919010304161_1.png"
    ],
    "url": "https://x.com/Michael_Liu93/status/2027669919010304161",
    "substance_score": 3.455,
    "jev_is_substantive": 0.51,
    "jev_domain": "us_stocks_tech",
    "jev_confidence": 0.99,
    "jev_depth": 1.07,
    "jev_has_rule": 0.04,
    "quality_score": 3.455,
    "is_mental_model": false
  },
  {
    "id": "1891338237907763570",
    "text": "短期依然看继续往下震着走，这个月清了50%的sol仓位，等个更好的位置接回来。 https://t.co/29B8E6HCX1",
    "date": "2025-02-17 04:05:49",
    "date_only": "2025-02-17",
    "timestamp": 1739765149.0,
    "likes": 57,
    "retweets": 8,
    "replies": 37,
    "views": 178950,
    "isReply": false,
    "text_len": 63,
    "curation_score": 374.5,
    "is_featured": true,
    "local_images": [
      "images/1891338237907763570_0.jpg"
    ],
    "url": "https://x.com/Michael_Liu93/status/1891338237907763570",
    "substance_score": 3.923,
    "jev_is_substantive": 0.75,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.98,
    "jev_depth": 1.07,
    "jev_has_rule": 0.09,
    "quality_score": 3.923,
    "is_mental_model": false
  },
  {
    "id": "2082364699153477852",
    "text": "我觉得今天应该是个多市场的转折点，有些利空出尽的感觉，存储看个至少20%的反弹，btc看去7w左右。",
    "date": "2026-07-29 07:16:47",
    "date_only": "2026-07-29",
    "timestamp": 1785309407.0,
    "likes": 315,
    "retweets": 11,
    "replies": 57,
    "views": 248181,
    "isReply": false,
    "text_len": 50,
    "curation_score": 613.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2082364699153477852",
    "substance_score": 3.457,
    "jev_is_substantive": 0.66,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.4,
    "jev_depth": 1.07,
    "jev_has_rule": 0.04,
    "quality_score": 3.457,
    "is_mental_model": false
  },
  {
    "id": "1854828315057831994",
    "text": "前几天正好群里朋友问我二级的长期现货仓位怎么配的，直接公布一下吧，给目前在思考现货怎么配的朋友一个参考，先后顺序以仓位从重到轻排序。\n\n1. ETH（上个月已经把eth的部分仓位挪了更多到sol和doge，虽然我是eth死多头，但我接受未来把eth的更多仓位挪到别的币上的可能性）\n2. SOL\n3.",
    "date": "2024-11-08 10:08:26",
    "date_only": "2024-11-08",
    "timestamp": 1731060506.0,
    "likes": 191,
    "retweets": 39,
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    "text_len": 150,
    "curation_score": 783.5,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1854828315057831994",
    "substance_score": 3.4530000000000003,
    "jev_is_substantive": 0.65,
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    "jev_confidence": 0.85,
    "jev_depth": 1.07,
    "jev_has_rule": 0.06,
    "quality_score": 3.4530000000000003,
    "is_mental_model": false
  },
  {
    "id": "1881973590108868720",
    "text": "为什么资金会这么快回到AI，这篇帖子已经讲明白了。\n\n虽然都是投机，“产品和价值”更容易产生共识。\n\n钱还能去哪？",
    "date": "2025-01-22 07:54:03",
    "date_only": "2025-01-22",
    "timestamp": 1737532443.0,
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  {
    "id": "1912934853827502185",
    "text": "@Sandlily163 对的 所以最终还是回归到看叙事 看市场流动性 看庄实力",
    "date": "2025-04-17 18:23:04",
    "date_only": "2025-04-17",
    "timestamp": 1744914184.0,
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  {
    "id": "1884583874778538142",
    "text": "@QuantVela 赛道不断轮换 资产不断涌出 奖励alpha能力的最好的牛市",
    "date": "2025-01-29 12:46:24",
    "date_only": "2025-01-29",
    "timestamp": 1738154784.0,
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    "text_len": 40,
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  {
    "id": "1873977754280149380",
    "text": "@0xbfun 我的二级仓位和传统meme也都在跌😭😭。不跟趋势做对抗，炒币的热点和热钱在哪里，就应该去哪里。",
    "date": "2024-12-31 06:21:28",
    "date_only": "2024-12-31",
    "timestamp": 1735626088.0,
    "likes": 4,
    "retweets": 0,
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  {
    "id": "2026688846717661672",
    "text": "@bulubuludada191 才第一天反弹，就冲主流就行，然后找一找还没起飞的几个主流meme+AI标",
    "date": "2026-02-25 16:00:49",
    "date_only": "2026-02-25",
    "timestamp": 1772035249.0,
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  {
    "id": "1914231493674909786",
    "text": "分享个观察：当你看到有一两天eth涨幅开始超过btc和sol了，甚至大幅超过，过几天市场下跌就要开始了，eth是新时代的末日战车，我们e卫兵都是末日丧尸。 https://t.co/0a7w0wGn6s",
    "date": "2025-04-21 08:15:27",
    "date_only": "2025-04-21",
    "timestamp": 1745223327.0,
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  {
    "id": "2010911773751480330",
    "text": "币安应该快要上新的alpha和perp了，因为隔壁sol的ai标已经开始飞了🤓 https://t.co/n0rVszxVUm",
    "date": "2026-01-13 03:08:22",
    "date_only": "2026-01-13",
    "timestamp": 1768273702.0,
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  {
    "id": "1995850150472749214",
    "text": "RLS群内首战告捷，又是个反撸+高开先砸盘+最低位发空投的畜生庄，拿最大恶意揣摩项目方骚操作包没错的 https://t.co/BIFeaYuAkk",
    "date": "2025-12-02 13:38:51",
    "date_only": "2025-12-02",
    "timestamp": 1764682731.0,
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  },
  {
    "id": "1839153958247653747",
    "text": "前几天发了二级选币你要明白：你买的是“VC收割币”还是“优质山寨币”。有人问怎么去识别什么是“优质山寨币”，今天分享一下我眼里的“优质山寨币”的筛选标准。你按我的这个标准去筛选5个，然后在现在的价格去分散配置，屯半年到一年是不可能亏的。注：本篇所指的山寨仅包含上了币安的二级币，且仅指长周期",
    "date": "2024-09-26 04:04:08",
    "date_only": "2024-09-26",
    "timestamp": 1727323448.0,
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  },
  {
    "id": "1877955927359553770",
    "text": "如果把“庄”当成对手盘的角度思考交易策略，对于散户来说，“庄”最讨厌的策略，反倒就是“散户”最有效的交易策略。",
    "date": "2025-01-11 05:49:18",
    "date_only": "2025-01-11",
    "timestamp": 1736574558.0,
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  {
    "id": "2063507235607842819",
    "text": "还是这个观点，短期差不多了，熊底可能再往下一根去个高4w或者5w出头，时间上可能要等九月或者十月。",
    "date": "2026-06-07 06:23:57",
    "date_only": "2026-06-07",
    "timestamp": 1780813437.0,
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  },
  {
    "id": "2009995084683718751",
    "text": "买了1%的人生k线，想想为什么作者原来认sol的，现在认bsc的了？你要是发币者，什么理由会让你转过去？\n\n交易要比别人先想一步，别天天在那给新闻交易的接盘币安人生了",
    "date": "2026-01-10 14:25:46",
    "date_only": "2026-01-10",
    "timestamp": 1768055146.0,
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    "curation_score": 560.0,
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    "jev_confidence": 0.7,
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  },
  {
    "id": "2037575110614467007",
    "text": "所有资产的重定价正在发生，不管是美股、贵金属、大宗商品、加密货币。\n\n我们可能马上要进入“持有现金是垃圾，但持有其他资产比垃圾还要垃圾”的时期。",
    "date": "2026-03-27 16:58:57",
    "date_only": "2026-03-27",
    "timestamp": 1774630737.0,
    "likes": 155,
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    "curation_score": 432.9,
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    "substance_score": 3.568,
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    "jev_confidence": 0.99,
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  },
  {
    "id": "1873745310557823339",
    "text": "这个问题问得好，大家都问该怎么逃顶？其实庄们也不知道，下次你抓几个菜鸡做市商的钱包就知道了，经常出现卖飞了的情况😂\n\n看大家逃顶经常用技术指标、或者市值绝对值到多少、或者这波涨了多少该跑了等等。这些的确没错，但是生套这些没啥意义，我来告诉你“庄”是怎么思考逃顶这个问题的。",
    "date": "2024-12-30 14:57:49",
    "date_only": "2024-12-30",
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    "jev_confidence": 0.3,
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  },
  {
    "id": "2096927328815530301",
    "text": "今天认真思考了一下最近这几家大模型上市的交易机会，我觉得我还是把这件事想的太“财务视角”了。以现在ai的进化速度，我觉得我们大概率在两三年之内就能看到10万亿美金以上的大模型公司了。\n\n什么没有护城河、用高端模型的人不多、估值涨的太快、企业文化问题都是噪音。",
    "date": "2026-09-07 11:43:28",
    "date_only": "2026-09-07",
    "timestamp": 1788781408.0,
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    "substance_score": 3.524,
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    "jev_confidence": 0.94,
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  },
  {
    "id": "2034629713147408557",
    "text": "为什么这两天所有市场都开跌了？\n\n“因为市场开始price in Stagflation（滞胀）了”\n\nLower",
    "date": "2026-03-19 13:54:59",
    "date_only": "2026-03-19",
    "timestamp": 1773928499.0,
    "likes": 70,
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  {
    "id": "2062646237669761410",
    "text": "@b24333666 100%，本质上就是向全球卖美股和美债，加固美元霸权并输送通胀。",
    "date": "2026-06-04 21:22:39",
    "date_only": "2026-06-04",
    "timestamp": 1780608159.0,
    "likes": 23,
    "retweets": 0,
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    "isReply": true,
    "text_len": 43,
    "curation_score": 27.9,
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  {
    "id": "1856244597464486207",
    "text": "@zyahhzhbq 任何一个市场 没有良性引导 都是劣币驱逐良币 最后大家统统死翘翘 尤其是加密圈",
    "date": "2024-11-12 07:56:14",
    "date_only": "2024-11-12",
    "timestamp": 1731398174.0,
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    "text_len": 50,
    "curation_score": -14.5,
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    "jev_confidence": 0.18,
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  {
    "id": "1984144280315949354",
    "text": "@im_cm1491 如果不跟基本面挂钩，那么山寨币的价值=0，比如form",
    "date": "2025-10-31 06:23:54",
    "date_only": "2025-10-31",
    "timestamp": 1761891834.0,
    "likes": 4,
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    "isReply": true,
    "text_len": 38,
    "curation_score": 9.0,
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    "url": "https://x.com/Michael_Liu93/status/1984144280315949354",
    "substance_score": 2.982,
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    "jev_confidence": 0.93,
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  },
  {
    "id": "1874886237364093249",
    "text": "AI16z和Aimonica这种名字里直接放vc名的币都会直接用走势告诉你：FOMO冲我们的不是散户，是机构。。。。 https://t.co/qOpW2x25Xs",
    "date": "2025-01-02 18:31:27",
    "date_only": "2025-01-02",
    "timestamp": 1735842687.0,
    "likes": 73,
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    "jev_confidence": 0.61,
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  },
  {
    "id": "1908950687050002606",
    "text": "截早了🙃 还数字黄金不？还避险属性不？（都得跟着美股混） https://t.co/WwvUqPerrZ",
    "date": "2025-04-06 18:31:25",
    "date_only": "2025-04-06",
    "timestamp": 1743964285.0,
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    "url": "https://x.com/Michael_Liu93/status/1908950687050002606",
    "substance_score": 2.985,
    "jev_is_substantive": 0.36,
    "jev_domain": "macro_cycle",
    "jev_confidence": 0.73,
    "jev_depth": 1.05,
    "jev_has_rule": 0.03,
    "quality_score": 2.985,
    "is_mental_model": false
  },
  {
    "id": "1887766554529693747",
    "text": "市场这跌法，感觉链上长篇教程先不用再写了，我在考虑要不要回归二级老本行，教大家怎么做空高开VC币和二级做市商的合约出货套路😑",
    "date": "2025-02-07 07:33:14",
    "date_only": "2025-02-07",
    "timestamp": 1738913594.0,
    "likes": 390,
    "retweets": 10,
    "replies": 125,
    "views": 83739,
    "isReply": false,
    "text_len": 62,
    "curation_score": 577.5,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1887766554529693747",
    "substance_score": 2.987,
    "jev_is_substantive": 0.44,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.99,
    "jev_depth": 1.05,
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    "quality_score": 2.987,
    "is_mental_model": false
  },
  {
    "id": "1846132147209621570",
    "text": "“认清山寨币都是空气，那不如炒更纯粹、倍数更高的空气”，这个趋势在未来一两年一定会加速且不可逆的发展，这是东西方社区都有极强共识的事情，也是最近西方最火的Murad对meme会爆发这个判断的核心论点。",
    "date": "2024-10-15 10:12:58",
    "date_only": "2024-10-15",
    "timestamp": 1728987178.0,
    "likes": 342,
    "retweets": 97,
    "replies": 68,
    "views": 212565,
    "isReply": false,
    "text_len": 100,
    "curation_score": 835,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1846132147209621570",
    "substance_score": 3.6910000000000003,
    "jev_is_substantive": 0.8,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.97,
    "jev_depth": 1.05,
    "jev_has_rule": 0.02,
    "quality_score": 3.6910000000000003,
    "is_mental_model": false
  },
  {
    "id": "1911682287118557523",
    "text": "看到一句话深有感触：“做交易本质上就是在追求知行合一的过程。我能知道、我能理解、我能做到”。\n\n“我能知道”最简单，是观察的结果，我知道它在涨，或者我知道它在跌。",
    "date": "2025-04-14 07:25:49",
    "date_only": "2025-04-14",
    "timestamp": 1744615549.0,
    "likes": 339,
    "retweets": 54,
    "replies": 74,
    "views": 68325,
    "isReply": false,
    "text_len": 81,
    "curation_score": 688.6,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1911682287118557523",
    "substance_score": 3.611,
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    "jev_domain": "mindset_risk",
    "jev_confidence": 1.0,
    "jev_depth": 1.05,
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    "quality_score": 3.611,
    "is_mental_model": true
  },
  {
    "id": "1996966873188229334",
    "text": "一个人交易赚不赚钱是能在方方面面看出来的，交易这事最终其实就是性格的投射，说几个比较典型的。\n\n别人说什么信什么没点自己想法的，是最入门的韭菜，不断买不断损，炒币到头来亏得不清不楚，最后放弃扔下一句这游戏太难玩了；",
    "date": "2025-12-05 15:36:19",
    "date_only": "2025-12-05",
    "timestamp": 1764948979.0,
    "likes": 215,
    "retweets": 19,
    "replies": 51,
    "views": 37368,
    "isReply": false,
    "text_len": 107,
    "curation_score": 521.7,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1996966873188229334",
    "substance_score": 3.051,
    "jev_is_substantive": 0.48,
    "jev_domain": "mindset_risk",
    "jev_confidence": 1.0,
    "jev_depth": 1.05,
    "jev_has_rule": 0.02,
    "quality_score": 3.051,
    "is_mental_model": false
  },
  {
    "id": "1874415761500037402",
    "text": "前几天评论区看到小伙伴喷币安的上币策略，恰好最近我也在思考交易所上meme和链上资产的选币策略，尝试去抓下一波上币安的交易机会，想来想去，越来越觉得这活真挺难的，让我搞我也不知道该咋搞的更好。\n\n如果让我定meme的上币策略（包括AI这些），我想最基础的有两个标准：\n1.",
    "date": "2025-01-01 11:21:57",
    "date_only": "2025-01-01",
    "timestamp": 1735730517.0,
    "likes": 140,
    "retweets": 10,
    "replies": 59,
    "views": 64913,
    "isReply": false,
    "text_len": 136,
    "curation_score": 534.8,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1874415761500037402",
    "substance_score": 2.935,
    "jev_is_substantive": 0.5,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.89,
    "jev_depth": 1.05,
    "jev_has_rule": 0.05,
    "quality_score": 2.935,
    "is_mental_model": false
  },
  {
    "id": "1998648028165714251",
    "text": "当价格跟你的逻辑是反着的时候，先信价格",
    "date": "2025-12-10 06:56:37",
    "date_only": "2025-12-10",
    "timestamp": 1765349797.0,
    "likes": 102,
    "retweets": 4,
    "replies": 39,
    "views": 41564,
    "isReply": false,
    "text_len": 19,
    "curation_score": 313.1,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1998648028165714251",
    "substance_score": 3.6270000000000002,
    "jev_is_substantive": 0.88,
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    "jev_confidence": 1.0,
    "jev_depth": 1.05,
    "jev_has_rule": 0.09,
    "quality_score": 3.6270000000000002,
    "is_mental_model": true
  },
  {
    "id": "1977576101951275456",
    "text": "这个策略比你去20-30m抄底这两天出来的龙三龙四龙五meme稳多了，基本赔不了，最多浪费点资金效率。",
    "date": "2025-10-13 03:24:18",
    "date_only": "2025-10-13",
    "timestamp": 1760325858.0,
    "likes": 36,
    "retweets": 2,
    "replies": 0,
    "views": 15391,
    "isReply": true,
    "text_len": 51,
    "curation_score": 75.8,
    "is_featured": true,
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    "jev_confidence": 0.89,
    "jev_depth": 1.05,
    "jev_has_rule": 0.07,
    "quality_score": 2.9110000000000005,
    "is_mental_model": false
  },
  {
    "id": "1837368032005607471",
    "text": "5. 行情好的时候多埋伏，行情差的时候多抱团冲热门:",
    "date": "2024-09-21 05:47:30",
    "date_only": "2024-09-21",
    "timestamp": 1726897650.0,
    "likes": 20,
    "retweets": 1,
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    "isReply": true,
    "text_len": 26,
    "curation_score": 19.9,
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    "substance_score": 3.5030000000000006,
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    "jev_confidence": 0.76,
    "jev_depth": 1.05,
    "jev_has_rule": 0.13,
    "quality_score": 3.5030000000000006,
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  },
  {
    "id": "2029848163725758577",
    "text": "@CulperResearch you are soon gonna be taught the crypto 101 lesson: \"fundamentals dont move prices in crypto, liquidity and narratives do\"",
    "date": "2026-03-06 09:14:49",
    "date_only": "2026-03-06",
    "timestamp": 1772788489.0,
    "likes": 8,
    "retweets": 1,
    "replies": 3,
    "views": 1835,
    "isReply": true,
    "text_len": 138,
    "curation_score": 28.7,
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    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2029848163725758577",
    "substance_score": 2.9710000000000005,
    "jev_is_substantive": 0.68,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.74,
    "jev_depth": 1.05,
    "jev_has_rule": 0.02,
    "quality_score": 2.9710000000000005,
    "is_mental_model": false
  },
  {
    "id": "1837828463769841763",
    "text": "@Grimmzer1 看市场阶段，热了多埋伏，凉的时候多冲热门盘",
    "date": "2024-09-22 12:17:05",
    "date_only": "2024-09-22",
    "timestamp": 1727007425.0,
    "likes": 3,
    "retweets": 0,
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    "views": 386,
    "isReply": true,
    "text_len": 32,
    "curation_score": -24.7,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1837828463769841763",
    "substance_score": 3.253,
    "jev_is_substantive": 0.8,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.34,
    "jev_depth": 1.05,
    "jev_has_rule": 0.09,
    "quality_score": 3.253,
    "is_mental_model": false
  },
  {
    "id": "2054493983947268596",
    "text": "太空狗又新高了，7倍了，也不见小黑子们骂我了\n\n我无法理解一件事，女儿是人家女儿，ip是人家的，叙事也是人家跟musk互动之后才跑出来的。合着就因为eth的庄拉的更快，人家妈妈指认的bag币就成分流的了？不觉得从一个正常人的角度，你那才是分流原主的吗 https://t.co/vgTInO7mjT",
    "date": "2026-05-13 09:28:31",
    "date_only": "2026-05-13",
    "timestamp": 1778664511.0,
    "likes": 175,
    "retweets": 30,
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    "views": 57033,
    "isReply": false,
    "text_len": 149,
    "curation_score": 586.6,
    "is_featured": true,
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    "url": "https://x.com/Michael_Liu93/status/2054493983947268596",
    "substance_score": 2.966,
    "jev_is_substantive": 0.16,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.84,
    "jev_depth": 1.04,
    "jev_has_rule": 0.02,
    "quality_score": 2.966,
    "is_mental_model": false
  },
  {
    "id": "1835309495305773363",
    "text": "两天前我发了一篇帖子说uxlink要搞事情了，可以参考loom cyber这种爆拉的庄盘，盲猜一波很快就要上币安了，后来怕韭菜们看到又20倍不带止损梭进去了，就删了，只跟朋友私聊发了，应该有些朋友也看到了。你问我如何知道的，其实市场的所有信息都已经藏在了价格走势、合约信息、链上信息里了。 https://t.co/lmxR7EL91k",
    "date": "2024-09-15 13:27:36",
    "date_only": "2024-09-15",
    "timestamp": 1726406856.0,
    "likes": 37,
    "retweets": 5,
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    "isReply": false,
    "text_len": 168,
    "curation_score": 340.8,
    "is_featured": true,
    "local_images": [
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      "images/1835309495305773363_1.jpg"
    ],
    "url": "https://x.com/Michael_Liu93/status/1835309495305773363",
    "substance_score": 3.242,
    "jev_is_substantive": 0.47,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.8,
    "jev_depth": 1.04,
    "jev_has_rule": 0.06,
    "quality_score": 3.242,
    "is_mental_model": false
  },
  {
    "id": "1857081211602063764",
    "text": "玩meme币其实很像做VC风险投资，都是以小博大且极其考验看人的水平，我喜欢猛冲那些人品好且我信任的人喊单的币，尤其是那些不管涨跌一直在坚持的，因为他/她的坚持一定有自己的理由。\n\n希望大家都能找到这个圈子中值得你信任的人，并对他们抱有坚如磐石的信念\nHave conviction in people you trust",
    "date": "2024-11-14 15:20:38",
    "date_only": "2024-11-14",
    "timestamp": 1731597638.0,
    "likes": 157,
    "retweets": 4,
    "replies": 42,
    "views": 32082,
    "isReply": false,
    "text_len": 161,
    "curation_score": 416.7,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1857081211602063764",
    "substance_score": 3.0220000000000002,
    "jev_is_substantive": 0.55,
    "jev_domain": "meme_pvp",
    "jev_confidence": 0.64,
    "jev_depth": 1.04,
    "jev_has_rule": 0.04,
    "quality_score": 3.0220000000000002,
    "is_mental_model": false
  },
  {
    "id": "1908115690655273070",
    "text": "这几天看美股表现，我应该会找机会抄第一批底，短期利空出尽，情绪到底了。想抄的标的，在下实不相瞒，是eth🤡",
    "date": "2025-04-04 11:13:26",
    "date_only": "2025-04-04",
    "timestamp": 1743765206.0,
    "likes": 147,
    "retweets": 6,
    "replies": 92,
    "views": 125015,
    "isReply": false,
    "text_len": 53,
    "curation_score": 518.5,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1908115690655273070",
    "substance_score": 2.898,
    "jev_is_substantive": 0.49,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.93,
    "jev_depth": 1.04,
    "jev_has_rule": 0.05,
    "quality_score": 2.898,
    "is_mental_model": false
  },
  {
    "id": "1878756095214379259",
    "text": "不要高估“庄”的力量，不要低估“市场”和“叙事”的力量",
    "date": "2025-01-13 10:48:53",
    "date_only": "2025-01-13",
    "timestamp": 1736765333.0,
    "likes": 52,
    "retweets": 6,
    "replies": 8,
    "views": 25030,
    "isReply": false,
    "text_len": 27,
    "curation_score": 211.1,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1878756095214379259",
    "substance_score": 3.2920000000000003,
    "jev_is_substantive": 0.79,
    "jev_domain": "mindset_risk",
    "jev_confidence": 0.5,
    "jev_depth": 1.04,
    "jev_has_rule": 0.03,
    "quality_score": 3.2920000000000003,
    "is_mental_model": false
  },
  {
    "id": "2048711421681406372",
    "text": "最终更受资本追捧的还是“有想象力的故事”，而不是“稳定的生意”",
    "date": "2026-04-27 10:30:40",
    "date_only": "2026-04-27",
    "timestamp": 1777285840.0,
    "likes": 20,
    "retweets": 0,
    "replies": 1,
    "views": 4701,
    "isReply": true,
    "text_len": 31,
    "curation_score": 9.4,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2048711421681406372",
    "substance_score": 2.968,
    "jev_is_substantive": 0.68,
    "jev_domain": "us_stocks_tech",
    "jev_confidence": 0.46,
    "jev_depth": 1.04,
    "jev_has_rule": 0.01,
    "quality_score": 2.968,
    "is_mental_model": false
  },
  {
    "id": "2038899097940414903",
    "text": "这个位置继续看反弹，黄金先看4600-4800左右，白银先看80左右吧，逢高空",
    "date": "2026-03-31 08:40:00",
    "date_only": "2026-03-31",
    "timestamp": 1774946400.0,
    "likes": 19,
    "retweets": 1,
    "replies": 5,
    "views": 49244,
    "isReply": true,
    "text_len": 39,
    "curation_score": 115.0,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/2038899097940414903",
    "substance_score": 3.3979999999999997,
    "jev_is_substantive": 0.83,
    "jev_domain": "macro_cycle",
    "jev_confidence": 0.58,
    "jev_depth": 1.04,
    "jev_has_rule": 0.17,
    "quality_score": 3.3979999999999997,
    "is_mental_model": false
  },
  {
    "id": "1844327681988653118",
    "text": "@Grimmzer1 @gungyo8 上来都亏啊，慢慢学，先拿小资金玩，别追高",
    "date": "2024-10-10 10:42:39",
    "date_only": "2024-10-10",
    "timestamp": 1728556959.0,
    "likes": 2,
    "retweets": 0,
    "replies": 1,
    "views": 247,
    "isReply": true,
    "text_len": 40,
    "curation_score": -26.5,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1844327681988653118",
    "substance_score": 2.932,
    "jev_is_substantive": 0.64,
    "jev_domain": "mindset_risk",
    "jev_confidence": 1.0,
    "jev_depth": 1.04,
    "jev_has_rule": 0.11,
    "quality_score": 2.932,
    "is_mental_model": false
  },
  {
    "id": "1836566857148699065",
    "text": "@lifacai28519 短期博弈衰退一定是很磨人的，看好降息大周期一定是利好，所以我说 越是贪图圆满，可就越抓不着嘞。",
    "date": "2024-09-19 00:43:55",
    "date_only": "2024-09-19",
    "timestamp": 1726706635.0,
    "likes": 1,
    "retweets": 0,
    "replies": 0,
    "views": 649,
    "isReply": true,
    "text_len": 61,
    "curation_score": 17.8,
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    "url": "https://x.com/Michael_Liu93/status/1836566857148699065",
    "substance_score": 3.026,
    "jev_is_substantive": 0.72,
    "jev_domain": "macro_cycle",
    "jev_confidence": 0.94,
    "jev_depth": 1.04,
    "jev_has_rule": 0.03,
    "quality_score": 3.026,
    "is_mental_model": false
  },
  {
    "id": "1879020240388174168",
    "text": "昨天发起了一个meme vs ai的投票，结果来看，喜欢交易meme和AI的小伙伴比例基本一致，因为我比较了解两边的项目方都是怎样运作的，我来聊聊我对Meme vs AI的感受。先说结论：我认为AI是一个对散户长期胜率更高的赛道。 https://t.co/U0qAo2hyw4",
    "date": "2025-01-14 04:18:30",
    "date_only": "2025-01-14",
    "timestamp": 1736828310.0,
    "likes": 278,
    "retweets": 59,
    "replies": 69,
    "views": 164349,
    "isReply": false,
    "text_len": 139,
    "curation_score": 782.0,
    "is_featured": true,
    "local_images": [
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    "url": "https://x.com/Michael_Liu93/status/1879020240388174168",
    "substance_score": 3.721,
    "jev_is_substantive": 0.53,
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    "jev_confidence": 0.64,
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  {
    "id": "2065347267603923455",
    "text": "最近这几天有不少小伙伴开始看AI，问我不是技术背景的该怎么去看AI这个市场，复杂的技术名词很多，然后各个细分赛道也很杂，怎么去做尽调？我就大概说一个框架吧，然后你在框架里研究就非常易懂了。\n\n首先，现在大家去投资的这些AI股，投的商业本质是什么？",
    "date": "2026-06-12 08:15:35",
    "date_only": "2026-06-12",
    "timestamp": 1781252135.0,
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  {
    "id": "1917848446872216063",
    "text": "分享两条我刚开始做二级交易对我交易纪律帮助很大的规则，",
    "date": "2025-05-01 07:47:56",
    "date_only": "2025-05-01",
    "timestamp": 1746085676.0,
    "likes": 233,
    "retweets": 37,
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  {
    "id": "1922589032145432577",
    "text": "关注下moodeng，moodeng收网的话二级meme都先暂时别冲了",
    "date": "2025-05-14 09:45:19",
    "date_only": "2025-05-14",
    "timestamp": 1747215919.0,
    "likes": 133,
    "retweets": 13,
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    "isReply": false,
    "text_len": 35,
    "curation_score": 422.0,
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  {
    "id": "1856535932268360121",
    "text": "这就是为什么我一直强调，大家玩meme，你最需要先搞清楚你玩的盘子是什么盘子才能有相应的策略。",
    "date": "2024-11-13 03:13:53",
    "date_only": "2024-11-13",
    "timestamp": 1731467633.0,
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    "retweets": 4,
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    "jev_confidence": 0.98,
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  {
    "id": "1916302664956317792",
    "text": "玩笑归玩笑 不建议空 有回调合适位置会抄底 后面俩月大方向还是看涨",
    "date": "2025-04-27 01:25:33",
    "date_only": "2025-04-27",
    "timestamp": 1745717133.0,
    "likes": 28,
    "retweets": 1,
    "replies": 4,
    "views": 11225,
    "isReply": true,
    "text_len": 33,
    "curation_score": 37.5,
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    "substance_score": 3.209,
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    "jev_confidence": 0.59,
    "jev_depth": 1.03,
    "jev_has_rule": 0.13,
    "quality_score": 3.209,
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  {
    "id": "1999752711726858292",
    "text": "@li87829 我说过了啊，大币长期仓位没到买点，短期不玩，全是画门怎么玩",
    "date": "2025-12-13 08:06:14",
    "date_only": "2025-12-13",
    "timestamp": 1765613174.0,
    "likes": 2,
    "retweets": 0,
    "replies": 0,
    "views": 596,
    "isReply": true,
    "text_len": 38,
    "curation_score": -10.8,
    "is_featured": true,
    "local_images": [],
    "url": "https://x.com/Michael_Liu93/status/1999752711726858292",
    "substance_score": 2.9250000000000003,
    "jev_is_substantive": 0.6,
    "jev_domain": "altcoin_trading",
    "jev_confidence": 0.58,
    "jev_depth": 1.03,
    "jev_has_rule": 0.22,
    "quality_score": 2.9250000000000003,
    "is_mental_model": false
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  {
    "id": "1884550161717919930",
    "text": "@lalalal76773309 币圈周期变成更广泛的全球流动性周期",
    "date": "2025-01-29 10:32:26",
    "date_only": "2025-01-29",
    "timestamp": 1738146746.0,
    "likes": 1,
    "retweets": 0,
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    "isReply": true,
    "text_len": 34,
    "curation_score": -11.6,
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    "url": "https://x.com/Michael_Liu93/status/1884550161717919930",
    "substance_score": 3.1029999999999998,
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    "jev_confidence": 1.0,
    "jev_depth": 1.03,
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    "quality_score": 3.1029999999999998,
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  },
  {
    "id": "2069115821369225341",
    "text": "我知道现在唱空AI都已经成政治不正确了，但最近有两个现象让我在交易AI股的时候很不舒服。\n\n1. https://t.co/EukmxLIwKa",
    "date": "2026-06-22 17:50:28",
    "date_only": "2026-06-22",
    "timestamp": 1782150628.0,
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  },
  {
    "id": "2038880359774105690",
    "text": "当你焦虑贵金属是不是已经跌太多没法空了，放大看看\n这个逢高空策略我要做5年 https://t.co/RZpoEMEa3D",
    "date": "2026-03-31 07:25:32",
    "date_only": "2026-03-31",
    "timestamp": 1774941932.0,
    "likes": 150,
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    "jev_confidence": 0.68,
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  },
  {
    "id": "1954034428470342083",
    "text": "第一波顶部官方fud洗筹，巨量换手在3-5m，二段开始起飞！$spark https://t.co/r2ZMRML3ud",
    "date": "2025-08-09 04:18:06",
    "date_only": "2025-08-09",
    "timestamp": 1754713086.0,
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    "substance_score": 2.944,
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    "jev_confidence": 0.66,
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  },
  {
    "id": "2079794717060124954",
    "text": "最近不少私信问我怎么看crcl高管出售股份的消息，之前crcl已经写了很多内容了，别人听的不烦我都说烦了，后面没有新的逻辑不再回应了。\n\n我觉得等到这轮crypto牛顶再回头看时，crcl和稳定币会是那个“怎么这么显而易见的机会”。如果你对稳定币不bullish，很可能你并没有真正理解RWA的场景和价值是什么。",
    "date": "2026-07-22 05:04:35",
    "date_only": "2026-07-22",
    "timestamp": 1784696675.0,
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    "curation_score": 507.1,
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    "jev_confidence": 0.34,
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  {
    "id": "2097811810158305286",
    "text": "山寨币我不太想长线拿，下个阶段应该就是大币和币股飞了。",
    "date": "2026-09-09 22:18:05",
    "date_only": "2026-09-09",
    "timestamp": 1788992285.0,
    "likes": 31,
    "retweets": 1,
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    "isReply": true,
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  {
    "id": "1840054253806551461",
    "text": "@web3foxcn 其实金融的本质就是“掠夺式的对手盘”，越小的场这个本质体现的越淋漓尽致",
    "date": "2024-09-28 15:41:35",
    "date_only": "2024-09-28",
    "timestamp": 1727538095.0,
    "likes": 7,
    "retweets": 1,
    "replies": 1,
    "views": 2317,
    "isReply": true,
    "text_len": 46,
    "curation_score": -11.9,
    "is_featured": true,
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    "url": "https://x.com/Michael_Liu93/status/1840054253806551461",
    "substance_score": 2.904,
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    "jev_confidence": 0.32,
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  {
    "id": "1884549031638303223",
    "text": "@P62386606 我不太认同crypto自己的四年周期了，我只看流动性周期（当然也可能我是错的",
    "date": "2025-01-29 10:27:57",
    "date_only": "2025-01-29",
    "timestamp": 1738146477.0,
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    "isReply": true,
    "text_len": 49,
    "curation_score": -8.3,
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    "url": "https://x.com/Michael_Liu93/status/1884549031638303223",
    "substance_score": 2.972,
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    "jev_confidence": 0.99,
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    "jev_has_rule": 0.02,
    "quality_score": 2.972,
    "is_mental_model": false
  },
  {
    "id": "1855614356240949643",
    "text": "跟链上小伙伴们聊聊如何靠最基础的筛庄钱包去避坑的基础知识吧。最近给GMGN提的不少产品需求陆陆续续的上线了，正好昨天跟认识的几个国外Dev聊天，都跟我吐槽gmgn标记钱包转账过币的功能让他们开盘子又麻烦了一层，我说挺好的，是我提的功能，这样流水盘dev的成本和麻烦会越来越多，让更多有格局有能力 https://t.co/lQaP4ikZvD",
    "date": "2024-11-10 14:11:52",
    "date_only": "2024-11-10",
    "timestamp": 1731247912.0,
    "likes": 1540,
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    "text_len": 171,
    "curation_score": 820,
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    "url": "https://x.com/Michael_Liu93/status/1855614356240949643",
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    "jev_domain": "onchain_flow",
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  },
  {
    "id": "1862765029457895882",
    "text": "很久没写这种长文了，这是一篇“投资人味儿很浓”的文章，因为逻辑要环环相扣，不一定很易读，但认真看完一定会让你对加密市场和Meme赛道有新的认知。今天我从一个“机构投资人的视角“，尝试去回答三个问题：\n\n1. 加密行业是否已经迎来了大规模普及（Mass Adoption）？\n2. https://t.co/0VhYTLpYjr",
    "date": "2024-11-30 07:46:06",
    "date_only": "2024-11-30",
    "timestamp": 1732952766.0,
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    "url": "https://x.com/Michael_Liu93/status/1862765029457895882",
    "substance_score": 4.127000000000001,
    "jev_is_substantive": 0.74,
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    "jev_confidence": 0.85,
    "jev_depth": 1.01,
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    "quality_score": 4.127000000000001,
    "is_mental_model": false
  },
  {
    "id": "1877282235948433833",
    "text": "之前看@wolfyxbt分享过“狼仔山寨周期理论”，狼仔认为我们正处在狂暴山寨季的开始，我虽也同样看好后期山寨币的走势，但个人观点是山寨季的到来可能会需要更久的时间，献个丑，我也分享一下“麦总山寨周期理论”： https://t.co/M767MiJt75",
    "date": "2025-01-09 09:12:17",
    "date_only": "2025-01-09",
    "timestamp": 1736413937.0,
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    "substance_score": 3.7390000000000003,
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    "jev_confidence": 0.9,
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  },
  {
    "id": "1958976110508875931",
    "text": "时刻提醒自己：要么就不玩，要玩，再贵都只玩龙头。 https://t.co/OmC0WSJxHM",
    "date": "2025-08-22 19:34:35",
    "date_only": "2025-08-22",
    "timestamp": 1755891275.0,
    "likes": 329,
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    "url": "https://x.com/Michael_Liu93/status/1958976110508875931",
    "substance_score": 4.519,
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    "jev_domain": "mindset_risk",
    "jev_confidence": 0.92,
    "jev_depth": 1.01,
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    "quality_score": 4.519,
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  },
  {
    "id": "1867136885556150383",
    "text": "之前给大家二级推的标的都是大蓝筹，盘子又稳飞的还高，可以看看涨幅榜前排占了几个。别赌垃圾币和合约了，答案都告诉你了，不会选币的直接抄作业，躺平还能领跑市场不香吗？ https://t.co/SaOMVcVuvT",
    "date": "2024-12-12 09:18:17",
    "date_only": "2024-12-12",
    "timestamp": 1733995097.0,
    "likes": 110,
    "retweets": 11,
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    "url": "https://x.com/Michael_Liu93/status/1867136885556150383",
    "substance_score": 3.5470000000000006,
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    "jev_confidence": 0.39,
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  },
  {
    "id": "1947341731294548180",
    "text": "@shuxiansheng117 趋势还是很强势，现在开始搞Hype币股那一套了，短期破不了继续看涨 https://t.co/ktKK0kFFuX",
    "date": "2025-07-21 17:03:43",
    "date_only": "2025-07-21",
    "timestamp": 1753117423.0,
    "likes": 5,
    "retweets": 0,
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    "is_featured": true,
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  {
    "id": "1882900559730217330",
    "text": "抛出来一个问题尝试点拨一下，答案不明说了，但你想透了这个事儿，你自然就知道该怎么抓相对确定性的二段机会了。\n\n对于第一波热度不错的标的，为什么有的标的会有二段，而有的却慢慢归零没有二段？\n\n那些有二段大暴涨的标的都做对了什么？",
    "date": "2025-01-24 21:17:30",
    "date_only": "2025-01-24",
    "timestamp": 1737753450.0,
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  {
    "id": "1831063608861835501",
    "text": "我知道大家可能不太愿意看这种太大道理的内容，更愿意看直接给策略，但交易里“道”真的要比“术”重要太多了",
    "date": "2024-09-03 20:15:58",
    "date_only": "2024-09-03",
    "timestamp": 1725394558.0,
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    "retweets": 0,
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  {
    "id": "1836716977634660596",
    "text": "@BTCBruce1 我在刚进来第一年的时候，就学会了要想活得久就永远不要想做空btc",
    "date": "2024-09-19 10:40:26",
    "date_only": "2024-09-19",
    "timestamp": 1726742426.0,
    "likes": 11,
    "retweets": 0,
    "replies": 1,
    "views": 4041,
    "isReply": true,
    "text_len": 43,
    "curation_score": 24.6,
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    "local_images": [],
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    "substance_score": 3.201,
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    "jev_confidence": 0.99,
    "jev_depth": 1.01,
    "jev_has_rule": 0.13,
    "quality_score": 3.201,
    "is_mental_model": false
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  {
    "id": "2070916548701864168",
    "text": "@timotimo007 如果有共同的经验借鉴，就是去嗅时代给的alpha机会在哪，越早越好，然后竭尽所能的投身进去",
    "date": "2026-06-27 17:05:55",
    "date_only": "2026-06-27",
    "timestamp": 1782579955.0,
    "likes": 8,
    "retweets": 0,
    "replies": 3,
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    "isReply": true,
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    "substance_score": 2.907,
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    "quality_score": 2.907,
    "is_mental_model": false
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  {
    "id": "2096934252088844736",
    "text": "@Charles_4101 我对ai capex乐观，但是比市场的预期悲观",
    "date": "2026-09-07 12:10:59",
    "date_only": "2026-09-07",
    "timestamp": 1788783059.0,
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    "retweets": 0,
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    "text_len": 37,
    "curation_score": -21.5,
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    "substance_score": 2.8790000000000004,
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    "quality_score": 2.8790000000000004,
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  },
  {
    "id": "2086734393981477344",
    "text": "@MossAI_CN 咱们两个对基本面的判断是有分歧的，我觉得存储基本面最好的时候已经过了。",
    "date": "2026-08-10 08:40:23",
    "date_only": "2026-08-10",
    "timestamp": 1786351223.0,
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    "isReply": true,
    "text_len": 46,
    "curation_score": -8.5,
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    "quality_score": 3.017,
    "is_mental_model": false
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  {
    "id": "1920862612692091267",
    "text": "@0xshuneth 比AVA估值还高的话就不打了",
    "date": "2025-05-09 15:25:09",
    "date_only": "2025-05-09",
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  },
  {
    "id": "1832565303517360209",
    "text": "有没有好奇过为什么预热越火的一级盘越难赚钱？开盘的时候你如何才能买在低点？今天带你用实例一步步拆解一级的狙击手们是怎么操作的，希望能帮你梳理出你想参与这类盘子你该怎么玩？需要避开的坑都有哪些？\n\n1⃣先交代下背景： https://t.co/5PvrHjXZo4",
    "date": "2024-09-07 23:43:10",
    "date_only": "2024-09-07",
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  },
  {
    "id": "1837365817010442351",
    "text": "开篇持续连载超长的”一级经验大全”。之前把一级的工具和新手入门讲清楚了，但一级有太多经验主义的细节是小白只有交了学费才会知道的，希望这篇帖可以让小白少走弯路，至少在交了学费之后能回过头来看我这篇帖子，理解清楚为什么交了学费。每一部分我会以“现象+底层逻辑”为框架，希望能帮到你 (1/n) https://t.co/g95GImO2gu",
    "date": "2024-09-21 05:38:42",
    "date_only": "2024-09-21",
    "timestamp": 1726897122.0,
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    "url": "https://x.com/Michael_Liu93/status/1837365817010442351",
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  },
  {
    "id": "1909451064622927966",
    "text": "中短期底差不多了，最近别做空思维了，这周都可以找找值得抄的标的。 https://t.co/hAkKb4WsVR",
    "date": "2025-04-08 03:39:44",
    "date_only": "2025-04-08",
    "timestamp": 1744083584.0,
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  },
  {
    "id": "1854947479730766034",
    "text": "Ban马上又要新高了，不知道还有多少在车上的朋友？\n\n我不是项目方也不能预知未来，跌的时候我也慌，尤其是涨了这么多倍了\n\n我很多时候也不确定继续钻住收益是否是对的，所以我无法做到去“按头”任何人去买什么币，因为我知道我并不是掌握结果的那个人，我只能告诉你我是怎么想的 https://t.co/EE3LLuRT7M",
    "date": "2024-11-08 18:01:57",
    "date_only": "2024-11-08",
    "timestamp": 1731088917.0,
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  {
    "id": "1963889555838222478",
    "text": "@0xcryptowizard 永远不去参与那些可能被一波带走的机会，就算看起来多么诱人",
    "date": "2025-09-05 08:58:52",
    "date_only": "2025-09-05",
    "timestamp": 1757062732.0,
    "likes": 21,
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    "isReply": true,
    "text_len": 44,
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    "substance_score": 3.066,
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    "jev_confidence": 1.0,
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    "quality_score": 3.066,
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  },
  {
    "id": "2002289655400878139",
    "text": "@qingshui_eth 熊市右侧只能大周期开空哈哈",
    "date": "2025-12-20 08:07:09",
    "date_only": "2025-12-20",
    "timestamp": 1766218029.0,
    "likes": 6,
    "retweets": 0,
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    "text_len": 27,
    "curation_score": 15.1,
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    "substance_score": 2.948,
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    "jev_confidence": 0.97,
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    "quality_score": 2.948,
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  {
    "id": "1890454336892711054",
    "text": "@markmarkoo29 这轮二级不买新币。能帮助你避开90%的坑",
    "date": "2025-02-14 17:33:31",
    "date_only": "2025-02-14",
    "timestamp": 1739554411.0,
    "likes": 1,
    "retweets": 0,
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    "isReply": true,
    "text_len": 34,
    "curation_score": -26.6,
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    "substance_score": 3.3379999999999996,
    "jev_is_substantive": 0.75,
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    "jev_confidence": 0.8,
    "jev_depth": 1.0,
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  },
  {
    "id": "2069980316169912525",
    "text": "白银短期差不多了，还是等反弹逢高空 https://t.co/uF0rHjec5a",
    "date": "2026-06-25 03:05:40",
    "date_only": "2026-06-25",
    "timestamp": 1782356740.0,
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    "curation_score": 280.4,
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  },
  {
    "id": "2094483954502111378",
    "text": "感觉链上要来一波大回调了，仓位很大的话防守下吧。",
    "date": "2026-08-31 17:54:23",
    "date_only": "2026-08-31",
    "timestamp": 1788198863.0,
    "likes": 179,
    "retweets": 4,
    "replies": 50,
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    "text_len": 24,
    "curation_score": 528.0,
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  {
    "id": "1833129199621525641",
    "text": "@BTCdayu 所以交易中，只冲第一个，最多第二个舔一口",
    "date": "2024-09-09 13:03:53",
    "date_only": "2024-09-09",
    "timestamp": 1725887033.0,
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    "text_len": 29,
    "curation_score": -9.8,
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  },
  {
    "id": "2080135011391729793",
    "text": "完全想到一起去了，不压这条主线其实这轮周期也没必要投crypto了 https://t.co/NB5QtDdoK1",
    "date": "2026-07-23 03:36:48",
    "date_only": "2026-07-23",
    "timestamp": 1784777808.0,
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  },
  {
    "id": "1920765363270087046",
    "text": "今天这种行情不去配合流动性拉升还爆砸的，都是急不可耐要狠狠出货给韭菜的畜生庄，项目方出完货的那天就是死盘，这种币拿现货这辈子算有了🙃 https://t.co/fQgHrOCXQB",
    "date": "2025-05-09 08:58:43",
    "date_only": "2025-05-09",
    "timestamp": 1746781123.0,
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    "replies": 27,
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  {
    "id": "2020855855692877903",
    "text": "@CycleStudies 炒山寨看基本面",
    "date": "2026-02-09 13:42:36",
    "date_only": "2026-02-09",
    "timestamp": 1770644556.0,
    "likes": 67,
    "retweets": 0,
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    "substance_score": 2.872,
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  {
    "id": "2094633506374828307",
    "text": "@brucelee352717 我已经把做空键抠掉了，牛市看空不做空",
    "date": "2026-09-01 03:48:38",
    "date_only": "2026-09-01",
    "timestamp": 1788234518.0,
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  {
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    "text": "最近身边玩链上的朋友们几乎都去玩二级了，想聊聊我理解的炒链上币和二级山寨币底层玩法的区别，希望能帮到你。\n\n老样子先上结论，我认为玩二级山寨币跟链上币的“驱动上涨的底层逻辑是完全不同的”，看完这篇你就懂我的意思了。",
    "date": "2025-09-25 00:24:47",
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    "id": "2006669115013075408",
    "text": "今天正好有个群里的小伙伴问我怎么用支撑/阻力位和各种技术指标，我觉得是个挺值得分享出来的话题，因为技术指标是交易新人最常见的盲区，也是带单老师们最容易拿来忽悠的工具（给你画个线就告诉你这里是开单位置），当作新年第一篇干货帖吧。 https://t.co/d5ylKULx9I",
    "date": "2026-01-01 10:09:33",
    "date_only": "2026-01-01",
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    "id": "1972939407033552903",
    "text": "最近二级造富效应不错，有不少新入圈的小伙伴可能刚接触到二级交易，整理了一些我认为对大家二级交易有帮助的历史推文，虽然市场有变化，但底层逻辑一直没变，希望这些内容对你们有帮助。\n\nA. 底层逻辑篇\n1.《链上币和二级山寨币底层玩法的区别》\nhttps://t.co/r2kkqtw3AB\n\n2.《做市商操盘思路与逻辑》",
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    "text": "有几个小伙伴问我怎么看出来有些小市值的币有庄在“做多”或者“做空”？\n\n首先你得理解下为什么庄要用合约收割：\n1. https://t.co/KMnPnY3ome",
    "date": "2025-04-24 01:17:12",
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    "text": "因为交过几次爆仓的学费（对，交了好几次才懂），所以对风险格外在意，我的风控策略：\n1.",
    "date": "2025-10-11 09:07:51",
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  {
    "id": "1990763500994789565",
    "text": "写篇“熊市生存手册”，每个都是我自己吃过亏教过学费，到现在仍然记忆犹新的，做到这些至少会让你避开大的坑，保证你活下来，希望你能谨记。\n\n1. https://t.co/ywgNnEEvRU",
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