01-20
@V1JeromeLoo
The essence of making money in the cryptocurrency world can be attributed to four differences: First, information gap - what I know, you dont know yet; Second, cognitive gap - what I understand, you dont understand yet; Third, execution gap - you and I both understand, but I dare to do it, and you are still hesitating; Fourth, competition gap - you and I are doing it, but I do it faster and better. In the cryptocurrency world, the winners are often not the smartest but those who can see the direction in the chaos, keep their minds steady and act decisively. The real opportunities belong to those who can keep learning, adapt to the market and dare to take action. Therefore, recognizing the gap, improving yourself and ultimately outperforming the market is always the compound interest of cognition and execution.(来源: Twitter )
01-15
@tmel0211
A brief analysis of several deterministic trends in the AI Agent track: 1) TEE will become a new underlying infrastructure in the AI Agent era; Just like the technical status of ZK in the layer2 narrative, TEE will become a trendsetter in the new round of AI Agent trend. The core reason is that TEE can solve the problem of trusted isolation environment in the hardware terminal environment, and it naturally has privacy and remote verifiability. It can become a key component of Agent-issued asset custody private keys, Agent privacy data collection and application, Agent edge computing DePIN infra construction, etc. under the background of everyone is equipped with AI Agent; 2) AIXBT will become Mindshares strongest single AI; Compared with other vaguely determined AI Agent directions such as framework standards, chainization, DeFai, GameFai, etc., the narrative logic with single AI as the attention grabber is the most grounded, and there are deterministic growth opportunities. For example, the global growth of its Twitter followers, the convergence of its business scenarios towards Trading, the synergistic effects of its cooperation with other AI Agents, etc., are all highly deterministic and extensible business ideas; @aixbt_agent 3) ai16z will be the spiritual totem of the AI Agent open source ecosystem; Compared with the uncertainty of the closed-source ecological expansion of the Virtual ecosystem, #ai16z adheres to the combinatorial innovation drive of the open source community and has a relatively clear development certainty. However, with the exposure of a series of endorsement events, in the future, ai16zs thigh-holding posture will tend to the direction of open source technology sharing, while pure MEME or conceptual alignment will hardly enjoy the growth buff expectations of the whole family bucket; @shawmakesmagic 4) AI Agent will usher in many number one players; The overall feeling of the first stage of the AI Agent track is that chaos and opportunities coexist, but the overall grassroots team is more. With the exposure of many problems in the chaos, AI Agent is being included in the strategic evolution direction by mainstream VCs, project parties, exchanges, etc. The market will be further chaotic and turbulent in the early stage of the entry of the regular army, but after a reshuffle, excellent leading projects, especially those with clear business paths and clear continuous empowerment plans, will become the new round of mainstream, and projects that have been purely MEME-based in the past and cannot keep up with the subsequent empowerment may fall behind; 5) The chainization trend of AI Agent will be further accelerated; AI Agent is only the starting point for the fermentation of AI + Crypto narrative. The MEME-based asset issuance narrative can attract attention, but how to build the subsequent AI Agent framework standards, how to interoperate multimodal AI Agents, how to connect AI Agents to DeFi and GamFi, etc., require a set of predictable exploration directions around Chain. For example, DA, Oracle, interoperability, Chain Abstration, zkVM, etc. will become the necessary infrastructure for the chainization of the new generation of Agents, and will also reconstruct the original old narrative innovation. If nothing unexpected happens, each direction may give birth to a new AI Agent infra supporting project with a 1B level expectation. Note: Thanks to @okxchinese @Mercy_okx for organizing the New Years Eve dinner. I had in-depth communication with OKX bosses, many big KOLs, and some Builder project parties in the past two days. I have a lot of feelings. There is no other way but to continue building and work together to promote the formation of the main upward trend of AI Agent.(来源: Twitter )
01-09
@YeruiZhang
Lets briefly talk about the three forms of SVM, which are also the three forms of VC coins. With the decline of ETH Layer2, the new narrative this year is SOL layer2. The general logic is to use the SVM standard of Anza lab, develop more extended functions, and adapt to different users. There are currently three more representative projects: 1. Sonic, which has been introduced before, focuses on the route of attracting users from outside the circle to the exchange, directly connected to the Korean exchange, with a maximum FDV of nearly 3B. The future perspective is to introduce more users from outside the circle and convert them into buying orders, similar to the logic of the Ton ecosystem. 2. Soon follows the gameplay flow, a bit like Manta at the end of last year, both of which are Layer2 concepts from different angles, and create heat through activities such as NFT and price airdrops and pre-market tokens. There are two prerequisites for this phenomenon. One is the relaxation of supervision + the rise of Echo, which makes everyone dare to do ICO, which is beyond the boundary. The other is that the market does not buy VC coins, but does not buy VC coin projects that cannot get cheap TGE chips. The derived thinking is that future projects may reduce the proportion of airdrops, and adopt the method of direct fundraising + airdrops to KOL marketing tools such as Kaito. This trend of changes in the logic of TGE chips may make it increasingly difficult for airdrop players. 3. This is a very interesting project, which has transformed from a revenue flow to a technical flow project. Originally, this project was a staking project for SOL revenue, focusing on generating revenue as a shovel for SOL, and Binance Lab invested in it. However, in the case that the revenue-generating projects were generally not expected, it chose to acquire Fuzzland and transformed into an orthodox technical project. Fuzzland is a tool that predicts whether a transaction will cause security problems through fuzzy verification. Now after cooperating with Solayer, fuzzy verification is used to pre-process transactions, and then hardware + sharding is used to achieve ultra-high TPS, which is stuck in the narrative of SOLs technical ultra-fast chain. This is a combination of a project that is very good at making trouble and occupying core resources + a team that can develop steadily. It may also be one of the trends of VC coins in the future of this combination. In summary, the three routes of external traffic/internal traffic+issuance method/core resources+hot technology transformation have become the three major trends of VC coins at present~ (来源: Twitter )
01-06
@0xNing0x
AI Meme→shitposter (trash pusher) AI Agent→AI Agent framework→AI Agent as a service→AI Swarm framework. In just a few months, the Web3 AI Agent field has undergone 5 major version iterations. Today, the price and market sentiment of the AI Agent sector have collectively rebounded. But this is not the end, but a small regression of the systems spiral upward process. AI Agent is the absolute main line of 25 years. We are at the beginning of the beginning, the early early stage. And according to the previous empirical model, after each regression, a new AI Agent paradigm will emerge. So, what will be the next version of the AI Agent paradigm that will emerge? Many people will think it is DeFAI. I also have NEUR and EXO in this track, but I am more Bullish about the co-evolution of people and AI, that is, @AshaTokens ψ field. To understand the ψ field, we must first understand Wittgensteins the boundaries of language are the boundaries of the world, understand that bits are more essential than quantum, and understand that the recursive cycle of information and intention is the real structure of reality. Of course, if you dont understand the above abstraction, you can think of the ψ field as an upgraded version of the truth terminal Cult Meme.(来源: Twitter )
01-03
@thecryptoskanda
Let me tell you a logic that may make you scold me. The probability of a project listed on Binance Alpha and Binance futures being able to be listed on spot is even lower. This is equivalent to the need to list on futures due to market heat. Then the listing team and the decision maker have already looked at the project and conducted DD, and finally decided not to give spot but only futures, or have already looked at the project but did not give a listing offer but only an alpha. To put it nicely, it is called observation, and to put it bluntly, it is called ridicule.(来源: Twitter )
12-25
@0xSunNFT
In the past two days, $SPORE @sporedotfun and $MetaV @aipool_tee have been shining. The former emphasizes the autonomous reproduction, evolution, and competition of AI, while the latter emphasizes the pre-sale completed by the first AI itself, which also makes the concept of TEE known to more people. In simple terms, TEE is a technology that can ensure that AI is completely autonomous and not controlled by humans. There are already many popular science articles, and interested friends can learn more. In fact, TEE was launched as early as the end of October. The core developers are @karan4d, @ropirito and @PhalaNetwork team members. At that time, the official account was @tee_hee_he, and this AI sent an ETH address, so the Meme coin of the same name also appeared on the ETH mainnet, and attracted interactions from Maji, Azuki founder Zagabond and others, and the coin price reached 40M in half a day. As a result, several developers who led the technology at that time were very resistant to Meme coins and expressed their opposition many times, causing the price of Tee to plummet. There were several rebounds later, but it still failed to rise. I made a floating profit of more than 200,000 U at the high point, but because I was very optimistic, I basically did not sell it, and finally lost money. This incident triggered two thoughts in me: First, no matter inside or outside the circle, there are still a large number of people who are prejudiced against cryptocurrencies. Even several core developers of Tee have been deeply involved in the currency circle, but they were very repulsive to the Meme coin with the same name at the beginning. As a result, two months later, the TEE technology really aroused the interest of the public and began to spread on a large scale, still because of the related tokens. So even if it is just from the perspective of attention, Meme coins have their value. If Tees technical team had actively embraced Meme coins from the beginning, maybe it would have developed into the scale of AI16Z on the ETH mainnet. Second, my understanding of the TEE technology also made me more confident when I participated in $SPORE and $MetaV. Many people think that making money with Meme coins depends entirely on luck, but I think that the usual accumulation, whether in terms of cognition or technology, can always bring some returns. Finally, let me give you some risk warnings. The reason why the pre-sale of $MetaV attracted so many people is not only because of the use of Tee technology, but also because of the background of the founder 123Skely and the endorsement of the ai16 team, which greatly reduces the possibility of malicious behavior. Although Tee emphasizes AI autonomous control, on the one hand, the code can leave backdoors, and on the other hand, most people simply do not have the ability to confirm whether the TEE technology is really used, so it is not recommended to blindly participate in the subsequent pre-sale just because of the performance of $MetaV. (来源: Twitter )
12-22
@YeruiZhang
Let me talk about the market in the future. I think it will be very contradictory: 1. I think the big drop is the markets response to the liquidity collapse caused by Powells speech, but more importantly, it is the feedback from Mstr that it cant continue to buy BTC in the short term. The corresponding indicator is the outflow of BTC ETF. This uncertainty may last until January. 2. For altcoins, the situation is very complicated. Yesterday, most of the market makers must have done nothing. A small number of project parties provided buying liquidity and digested the selling orders, so there was basically no drop. A small number of project parties with strong consensus made a T, and the ones who took the rebound at the bottom were the most violent. This wave can basically see who really has a consensus and who is pretending to have a consensus. The next differentiated market will focus on the projects that really have a consensus. Generally speaking, after a big drop, the fear in the hearts of most players will increase, so they will consider selling if they have returned to the original position after bottom-fishing. This wave of BTCs decline basically shows that the mainstream market since the election has ended and has entered the stage of altcoins fighting each other. In this case, PvP will be more serious, and you have to think before you act.(来源: Twitter )
12-10
@maozemin
In fact, through the funding rate, Us yield, the popularity of local dog lottery... we can draw a conclusion: From the perspective of on-site funds, this round is a core asset leverage bull + lottery bull. Here are the questions: 1. How does on-site funds define core assets? 2. What are the characteristics of leverage bulls? 3. Is the pricing power of core assets defined by off-site funds (not in the currency circle) or determined by the on-site leverage alliance? 4. Where is the ceiling of the unlimited supply lottery market and what determines it?(来源: Twitter )
12-09
@WutalkWu
Some thoughts on KOLs: Don’t just think about being a KOL, but it’s best to combine it with your job and personal advantages. The essence of a good KOL in the cryptocurrency circle is to share valuable information with readers, especially information that is helpful for trading. Develop the habit of learning, thinking, discovering, and sharing. Refer to Feynman’s learning method: Saying something in a way that ordinary people can understand will help you understand it.(来源: Twitter )
12-03
@cmdefi
Why @HyperliquidX is more successful than other Perps is the most discussed topic today. Let’s talk about $HYPE from personal experience. 1. From the perspective of technical mechanism, the key here is actually Vault. This mechanism is available on GMX and Jupiter, but Hyperliquid’s Vault is an evolved version, with Protocol Vaults (HLP) and User Vaults, opening the door to diversification. At the same time, due to the emergence of diversified Vaults, the problem of liquidity of long-tail assets has also been solved. The trading of long-tail assets is the core competitiveness of Perps dex over cex, and it is also a problem that many competitors have been exploring to solve. Then there is the composability as a chain, which directly skips the process of transitioning from Protocol to Chain and goes straight to the final round, opening up space in valuation and imagination. 2. From the perspective of the market, here are a few plus points, which are actually worth learning from for many projects (1) Do not raise funds, do not pursue listing on large exchanges, and do not deliberately spend money on advertising. It is easier to gain favor in this round of the market by taking a bottom-up route. (2) The airdrop is generous. (3) No PUA. Although there were disputes about score dilution in several stages in the early stage, it was generally clean and neat, and there was no endless cycle of doing tasks over and over again, and then doing NFT after completing the tasks. (4) The positioning is based on the chain, providing imagination and valuation space. Hyperliquid is actually a chain, so various defi and perps combinations can be built on it, such as stablecoins, lending, etc., so there is a phenomenon that at the beginning, everyone compared the valuation of some perps dex with $HYPE, and gradually felt that it was not right, and began to compare it with the public chain. This alternative sense of gap in upward breakthrough once again drove market sentiment. (5) Positioning as Binance on the chain is very topical, because DeFi protocols such as dex, lending, and stablecoins have basically gained a place in the market, and only the perps track is still struggling, which also meets the expectations of the last piece of the DeFi puzzle. In summary, the market is uncontrollable, and the right time, right place and right people are difficult to replicate, but the technical mechanism is certain. For now, there will be no major technological innovations in the future. Vault is to Perps as AMM is to Dex. dYdX has also recently introduced Vault. In the future, more micro-innovations may involve various forms of Vault. The success of this mechanism has established Perps position, and it may no longer be the vase that looks promising but cannot develop.(来源: Twitter )
11-29
@OTZGary
《🎩🎩Understand Clanker in one article🎩🎩》 There are two major shovels on Base: one is Virtual, and the other is Clanker. The former is an AI agent platform that has been around for nearly a year. Recently, a lot of money has been poured into Base, and $VIRTUAL has continued to rise by more than 1B; the latter is an AI agent tool on Farcaster that issues coins by posting. It was born in the grassroots and has only been in existence for 20 days. The leading meme $CLANKER has been rising all the way, and has recently had a slight correction - both have produced countless myths of getting rich thousands of times. Regarding Virtual, you can read this article by teacher @cutepandaweb3: https://x.com/cutepandaweb3/status/1862095490571215002 Next, let’s take a deeper look at Clanker: 1. Clanker 101🎩🎩 1. Ding Dang 101 🎩 🎩 Just tag Clanker on Farcaster and state the token name, ticker, and header image, and Clanker will be able to add a Uniswap pool with a starting market value of approximately US$30,000 on Base for free (the threshold is that the Farcaster account Neynar score must be high enough, which means it is difficult for newcomers to issue coins). The official website is http://clanker.world, where you can view all deployed tokens. (You can also see it here: https://clank.fun, various viewing panels will appear in various clients in the future, which are basically equivalent) Unlike PumpFun, which charges a 1% transaction fee + 2 Sols on Raydium fee during the bonding curve, Clanker does not have a bonding curve. Instead, it charges a 1% handling fee from Uni v3 as income: 40% goes to the issuer, and 60% goes to the Clanker team - this sharing ratio may change, for details, see the official document: https://github.com/clanker-devco/DOCS?tab=readme-ov-file 2. Pumpfun vs Clanker🎩🎩 1. Mechanism: Clanker = Cast to Pumpfun (posting on Farcaster is called cast) 2. Revenue: PumpFuns revenue in 10 months is approximately US$360 million, and Clankers revenue in 20 days is approximately US$7 million. Note: The total MC of Clanker tokens is less than 200M, the total transaction volume is about 750M, and less than 100,000 people participate in the transaction. 3. Coin issuance: PumpFun has issued a total of 4 million coins, with an increase of 1% every day; Clanker has issued a total of about 5,000 coins, with an increase of 10% every day. 4. TOP Coin: PumpFun: $Pnut (1.1B) $GOAT (850M) $Chillguys (500M) Clanker: $CLANKER (80M) $LUM (34M) $ANON (30M) 4. TOP Coin: PumpFun: $Pnut (1.1B) $GOAT (850M) $Chillguys (500M) Clanker: $CLANKER (80M) $LUM (34M) $ANON (30M) Note: $CLANKER is the first meme coin issued by Clanker, and it naturally becomes the leader. It has no official empowerment for the time being. LUM is a coin issued by another robot Aether, and ANON is a coin issued by someone anonymously using Anoncast to Clanker. 5.Dune Data: Clanker Official: https://dune.com/clanker_protection_team/clnkr100kindex Clanker VS Pumpfun VS other(WOW/Ape.store/Grafun) : https://dune.com/clanker_protection_team/clanker-vs-others Clanker Protocol Income: https://dune.com/clanker_protection_team/clanker-fees Clanker TOP Coin: https://dune.com/clanker_protection_team/top-tokens 5.Dune Data: Ding Ding Dang Dang Official: https://dune.com/clanker_protection_team/clnkr100kindex ​​ Clanker VS Pumpfun VS other(WOW/Ape.store/Grafun) : https://dune.com/clanker_protection_team/clanker-vs-others Clanker Protocol Income: https://dune.com/clanker_protection_team/clanker-fees ​​ Clanker top tokens: https://dune.com/clanker_protection_team/top-tokens ​​ 3. ANON × Clanker🎩🎩 3. ANON×Clanker 🎩 🎩 Anoncast × Clanker = Anonfun At first, there was only Anoncast, not Anonfun. Later, the team divided the function of Anoncast into two parts: half was still called Anoncast to let everyone post anonymously, and the other half was called Anonfun to let everyone post dishes anonymously. The grafting of the two is to make the Socialfi game of real-name PVP degenerate back to the Gamefi game of anonymous PVP - there is no difference between betting on Anonfun on Base and betting on Pumpfun from an angle on SOL. Be sure to note: Anonymous = no official, you can post dishes on the Twitter gold label account of anoncast by borrowing 6wu, which can be said to have no threshold at all. For the specific rules, please refer to this tweet I wrote: https://x.com/OTZGary/status/1862098431235551288 At present, the total MC of the plates issued by Anonfun is 3M. ​​Anonfun Dune: https://dune.com/clanker_protection_team/anonfun-x-clanker Anonymous Dune: https://dune.com/clanker_protection_team/anonfun-x-clanker 4. Team 🎩🎩 The team that made Clanker is an anonymous team called proxystudio. They are currently solving the BOT preemptive problem. Later, they also promised to add the following content to Clanker: exploration function, pre-sale function, advanced or customized fee allocation tools; the next step is to build communities, brands, operations, content, etc. (including both Clanker and any ecological projects that need content - create interactions around Clanker and get rewards from projects and creators) 5. Trading tools 🎩🎩 You can choose mainstream BOT: gmgn, pepeboost, etc., or you can choose mainstream wallets, such as OKX wallet. At present, the overall development of bases trading tools is not perfect, and Pixiu often fails to detect clearly, so everyone should be careful when trading. There is also a wallet called Rainbow, which has a cooperative relationship with Clanker officials. It automatically verifies related Clanker coins that reach a certain market value and trading volume every 5 minutes. The interface experience is better, but the security detection function is also not perfect. https://warpcast.com/rainbow/0x474fb260 There are some other BOTs circulating in the community, with some additional functions, which are also listed here for your reference: https://t.me/clanker_trenches https://t.me/SigmaBotPortal No invitation code, the above does not constitute a recommendation, DYOR🎩🎩🎩(来源: Twitter )
11-20
@jason_chen998
Many ETH Holders, including me, often give themselves a psychological massage, Dont forget, currently the only asset that has passed the ETF is ETH besides BTC. Everyone has seen the power of BTC after passing the ETF, so they will always have expectations for ETH, but at the same time, everyone is wondering why the performance of ETH ETF is so poor compared to BTC after it is passed. I think there are two main reasons. 1. The first reason is already a commonplace, that is, Grayscales selling pressure has continued, and the other companies cant take over. BTC just passed and there was also Grayscale selling pressure, but it quickly adjusted. ETH has been bleeding heavily and cant stop, so many people have been waiting for Grayscale to sell and then take off, but they havent waited. But I have communicated with many friends during this period, and after my own analysis, I think this problem is just superficial. 2. Grayscale has a lot of selling pressure, and ETHs purchasing power is weak. The deeper reason for this problem is that if we stand in the perspective of fund managers of various ETF issuers, I think the current situation is that they have no motivation at all, and they have not made any effort to allocate resources to promote ETH ETF to the market and customers, so that Grayscale holders have been selling on paper, while customers of several other issuers have not stimulated enough purchases. BTC has super order-calling kings like Trump and Musk, super big money holders like MicroStrategy, and Microsoft is about to join them, so BTC has extremely strong external forces to fully educate the market and promote funds. As ETF issuers, they can get twice the result with half the effort. Musk and Trump have helped them complete sufficient market education as part-time account managers, and MicroStrategy and Microsoft have helped them to raise their boats. Emotions and funds have been mobilized, and ETF issuers only need to find a way to attract deposits. But ETH, which is also listed through ETF, does not have such external forces compared to BTC. There is no super order king and no super big financier. If you are a fund manager and you are facing such a situation, will you feel excited and blank, and I want to expand my territory and make a big splash? Or will you feel frustrated and think, Did my boss give me a hard time and send me here to open up new land with a hoe? You go to introduce BTC ETF to an American aunt, there is no need to waste words, Musk and Trump have already paved the way for you. But when you go to introduce ETH ETF to an American aunt: Well, now there is a thing called Ethereum, you may not have heard of it, but its awesome. Its an L1, but there are also a bunch of L2s. Dont worry about the difference between 1 and 2. You know Defi, it runs on it, this thing is also amazing. Hey, dont leave yet, there is another one called ZK that is even more awesome, I havent finished talking about it yet. If you are the fund manager of ETH ETF, and next door is a window where a bunch of American aunts are crowded together to buy BTC with money, and those who come to your window to do business have to sit down and give them a thick manual for popular science learning, what should you do? 😂 At present, most people, even my parents, know about BTC, but there are very few who know about ETH. If you dont have enough knowledge and understanding of an asset, of course you wont buy it rashly. If you are the CEO of an ETF issuer, facing the situation that there is still a lot of hot money in the market, will you choose to continue to fight for more customers who want to invest in the cryptocurrency circle to buy BTC, or spend time to educate them in the market and guide them to ETH? If your company has a marketing budget of 1 million US dollars this year, how do you plan to allocate funds to the two ETFs, BTC and ETH? So the current situation is like this. Although the only two ETFs are BTC and ETH, BTC is too easy to raise with full buffs, and it can grow meat even if you drink water, while ETH needs to be raised with a lot of shit and urine. In the end, even if ETH also passed the ETF, it did not get enough resources allocated to complete market education and then obtain purchases. Of course, I am definitely not saying that ETH itself is bad, nor am I Fud ETH. Please note that the discussion in this tweet is all limited to the current status of the two ETFs, BTC and ETH. If you feel uncomfortable after reading this tweet, and you think there are more reasonable arguments and information, you are welcome to add to the discussion in the comment area, but if you cant hold back anything useful and want to spray me, dont waste your time, please move your fingers to block me. So when may this situation be reversed, so that each issuer will start to tilt resources towards ETH? First of all, it must be until the market funds for BTC are almost scrambled by each company, and each company finds that it cant roll up, and the low-hanging fruits have been picked. It has to go to the next door ETH to open up territory. Although it is more difficult to carry out business than BTC, it is also an incremental market. Secondly, after ETH ETF allows pledge, each ETF has a stronger motivation to conduct market education and attract deposits. To be honest, even if public chains such as Sol, Sui, etc. pass ETFs, I think the situation they face will be similar to that of ETH. In the absence of super order kings and super big financiers, market education is still very scarce, and the promotion of ETFs is also very difficult. I even think that if Dogecoin passes ETFs, its capital buying volume will far exceed that of public chain ETFs. This is absolutely no joke.(来源: Twitter )
11-14
@yuyue_chris
What is the first principle? What is the main line of the current market? Frog $PEPE is the pioneer of the middle generation of old memes such as flip shib. Robinhood, coinbase, upbit and many other places have joined together. The consensus of surpassing shib to become the second-in-command of memes is strong. In addition, Trump and pepe are also strongly bound, so pepe is the main line. Squirrel $PNUT is the king of the new generation of memes. Now no matter what bloodsucking, it will have some fluctuations due to short-term distraction, but as long as there is a collective shock of the cottage, the buying of squirrels is the strongest. Squirrels are also heroes who save the United States. They have their unique significance in the United States that advocates individualism. Expectation: I am ready to book a Disney movie based on squirrels in the cinema in my hometown village. Dont worry, Disney may have already filmed it. There is no doubt that squirrels are the main line of the main line. Dog $DOGE is the pinnacle pearl, the god of meme, and has taken on the responsibility and obligation to explore the ceiling of meme market value. In the foreseeable future, there may be a $DOGE ETF that will make the god of meme the top four or top three in market value... or even flip Ethereum? ! Undoubtedly, the big dog is the cornerstone of the main line. So why are they the main line? - First principles, who brought the bull market? Trump and Musk. - What made Trump president? It was the squirrel. - What will they do after taking office? Reform the United States, DOGE department. In addition, there are various opportunities on the chain every day, beat the dog, and buy the squirrel after beating the dog. 🥜🐿️ The veins of the main line of the bull market have never been so clear. Resist bad temptations, hold low leverage, be firm, and be upright!(来源: Twitter )
11-11
@YeruiZhang
Scr is the most embarrassing Trump target. Here are some little-known facts: 1. Behind Scr is Polychain, which is also the biggest supporter of Trumps WLFI. Among the three major cryptocurrencies in the United States, only Polychian clearly supports Trump and even worked in Mar-a-Lago for a period of time. 2. According to non-public data, Polychains comprehensive cost is in the range of US$700-900 million, and its holdings are close to or even exceed 10%. 3. WLFI is essentially to raise campaign funds for Trump. According to non-public data, in the last 20 days of the campaign, Trump fell into some financial crises, but there was no way to quickly obtain political donations directly from Americans, so he could only open overseas fundraising channels. Polychain and SCR are timely assistance. 4. If SCR is an American project, I believe the dividends that can be obtained will be much greater.(来源: Twitter )
11-07
@Wuhuoqiu
I feel that the new main line of this round is starting to become clear, namely PayFI AI Agent Meme. The last round also had three main lines: Defi, NFT, and X2Earn. Let me briefly explain why these three are the main lines. The biggest theme of this round should be what Trump said in his victory speech yesterday, Common Sense, or Anti-narrative. The market has begun to feel disgusted with projects that are only about VC, To Exchange, and only care about narratives and only focus on technology/infrastructure. Projects must return to common sense - what you make really needs to be used and paid for (at least people can buy monkeys and Punks as NFT avatars to show off, right?) In the past two years, a lot of decentralized computing power/model training/inference projects have emerged. If you are a serious AI startup, would you really give up using Hugging Face, not go to AWS or Azure to buy cloud computing power, but use Web3s decentralized computing power/model/inference platform? Ask yourself, does this conform to common sense? Let me tell you why I think the following three lines make sense at the moment. 1. Payfi - connecting to the real world. In the past two months, the primary market has seen and talked about the most intensive track. It feels like many new and old Payfi projects that have been dormant/growing slowly have jumped out. Stripes acquisition of Bridge for US$11.1 billion should be seen as a landmark event. You may not have paid much attention or dont know that the PYUSD issued by PayPal has exceeded 500 million (it reached 1 billion some time ago). Osmosis and scrvUSD are both working on Debit Cards, and other Crypto Cards based on Ton or other chains are on the way. Some are cooperating with Visa/Master to engage in supply chain finance or accelerate settlement. Some are talking directly with banks to bypass Visa/Master settlement. Some are based on the Solana Pay framework to provide merchants with Crypto Native Payment+Defi Yield POS systems without affecting traditional VISA/Master card swiping. Some are directly doing P2P through the chain+ZKTLS. OTC deposits and withdrawals even move the main logic of banks to the chain, directly NFT login + KYC, provide on-chain bank + traditional bank binding, can transfer + deposit and withdrawal, and swipe Crypto Card, and even directly Swift to traditional bank accounts. The payment system is more fast, convenient, and economical, and your Crypto assets can be directly swiped and consumed, and deposit and withdraw more safely... These are real user needs. If it is done well, there will really be people/institutions, including Web2 players, who will use it. Maybe in the end, everyone will find that it is neither social nor games that realize Web3 Mass Adoption, but Payfi. 2. Ai Agent - Enhance the world on the chain. We talked about three-digit AI projects for more than a year, but basically didnt make any moves, because it felt that the combination was a bit stiff, even for those leading and so-called king projects. You can see that when Vitalik was interviewed about the combination of AI X Crypto last year, he was actually asked this question, and his answer was basically around AI helping Crypto rather than the other way around. But if the currency circle wants to dream, Crypto must help AI. So we have the three tracks of industry standard, namely “model assetization”, “data assetization” and “computing power assetization”. But to be honest, I have talked with many Web2 AI researchers and founders, and they look at our three tracks like a talk show. The most impressive thing was a discussion last year about a decentralized computing power project. The founder told us very “honestly” that when there is a relatively large or commercial computing power demand, it will be directly handed over to their centralized computer room to run, and will not be handed over to retail GPU computing power, but it can be “packaged” on the front desk to make it feel like retail computing power is also involved. I have a good impression of this founder, although I didnt invest in the end. It was not until the emergence of Goat this year that I was really impressed. This is not AI Help Crypto, nor is it Crypto Helps AI. This is a new thing that is created by the collision of true AI and Crypto. AI Agent issues assets. AI Agent ShitPost shouts orders. AI Agents form DAOs. AI Agents are responsible for the operation and trading of a fund. AI Agents have their own culture. AI Agents have their own religion. This is something that Web2 AI cannot do, and Web3 pure Crypto cannot do it independently. So far, under the current level of AI capabilities, I personally think that this is the best way to reflect the combination of AI and Crypto. Regarding this track, I recommend two articles: https://x.com/0xNought/status/1851283278164345297 https://x.com/starzqeth/status/1853597036421259728. Then there is the wizard @0xcryptowizard who has also posted a lot of things about this track. You can check out his Twi 3. Meme - On-chain casino, no longer installed http://Pump.Fun Putting things that many people were reluctant to admit, or could not say because of political correctness on the table Our circle is a big gambling house But there is actually no problem. We can finally face the fact that a big function of Crypto is for PVP, Thats OK The problem is that it cant only be PvP Just like what Mr. Du @DujunX said, If meme and tap2earn are the future of the industry, then this industry will die, fuck! So Meme and PVP will become a permanent track in our circle. When there are more exciting, more popular, and more meaningful tracks and technologies, the Meme track will account for a smaller proportion and be more low-key. When the industry lacks direction and makes people boring and disappointed, the Meme track will jump to the foreground and become more active, accounting for a larger proportion. Meme may be the little bell track for multiple rounds of bull and bear in the future-It has been, and will be always there... This is just one persons opinion, for reference and entertainment only, NFA:)(来源: Twitter )
11-04
@tmel0211
After looking at the table of @Optimism Superchains profit and ecosystem data over the past year, I extracted several key indicators to share: 1) OP Superchain has earned a total of 15,849 ETH so far, of which @base contributed 2,878 ETH, and the income structure is divided into: OP Mainnets on-chain net profit + OP Stack chains 15% on-chain net profit share/2.5% of total income); since this data is not directly compared with other L2 income data, it will not be evaluated. 2) The OP Superchain ecosystem has expanded to 35 chains, including 33 L2 and 2 L3; the statistics may not be complete, and more than half have not yet been launched, but it shows that OP Stack is developing rapidly. 3) Base chain is the best developed chain in the Superchain ecosystem, with 6.9M Txns per day and 205M Txns per month, which is 10 times that of OP Mainnets 22M. It can be seen that the decision to incorporate Base into the Superchain was very successful. 4) In April, when the market was good, Superchain earned 1,189 ETH in a single month, of which Base accounted for 48.4%, OP Mainnet accounted for 51%, and other chains accounted for 0.6% in total; it can be seen that the strategic effect of OP Stack is currently manifested on the Base chain, and other L2 alliances have not yet started. 5) The 48.4% of revenue contributed by the Base chain to the Superchain only accounts for 15% of its total revenue, while the 51% contributed by OP Mainnet is its entire net profit, which shows that the actual revenue of the Base chain is quite considerable, about 6 times that of OP Mainnet. In general, this data can truly reflect the current development status of OP SuperChain. It is still in its early stages. Only the Base chain has come out, and other chains are still in their infancy. Strangely, this table does not list the expenses of OP Superchain. We can roughly estimate it through other public data. Recently, OP has provided Kraken with 25 million OP tokens to fund the development of the new OP Stack layer2 network Ink, which is a big deal. Its six consecutive rounds of RetroFund have also distributed more than 60M OP tokens. The OP tokens it promised to the Base network account for 2.75% of the total supply (given in six years), plus its occasional sponsorship or resource replacement expenses for some specific networks. This part of the expenditure is not small: (The following is a rough estimate, inaccurate for reference only) The investment in developers and community ecological incentives is not counted. Lets take Base as an example to calculate the input and output account. Investment: 4.3 billion OP *2.75% = 118 million OP % 6 = 20 million OP / year; income: Contributed 2,500 ETH in the past year (since Base has been online for 15 months, a total of 2,878 ETH minus 3 months of income). Based on the current prices of ETH and OP, it is equivalent to investing $30 million in cost in exchange for a return of $6.25 million. Literally, it is definitely a losing business. Of course, if the OP Foundation does not regard $OP expenditures as costs... I still dont understand why layer2 is stuck in a development deadlock. This question is too difficult to answer, but the problem may lie in these data details. If you find the article useful, please support it with one-click triple click as a thank you. Friends who recognize my continuous input of dry goods can visit my Twitter homepage and click on the Substack column to subscribe (currently free), where you will see more in-depth and professional investment research and analysis content, especially content that is not suitable for public sharing on Twitter.(来源: Twitter )
11-01
@KiwiCryptoBig
I participated in a Twitter space today, and answered some questions that I have been reluctant to discuss. Does Ethereum still have a future? Will Ethereum be flipped? Should Ethereum be FUDed? Does Ethereum still have a future? The answer is simple: there is nothing wrong with Ethereums fundamentals. What Solana has, Ethereum will eventually have. And what Ethereum has in Layer1, Solana may not have. TL;DR version: 1. The low price is due to the chip structure problem, which takes time. Ancient ICO addresses are constantly revived and smashed the market, and ETF inflows are insufficient. 2. Preconfirmation and BasedRollup are very important. Ethereums BasedRollup will be asynchronous execution + pre-confirmation + streaming blockchain, which is the same as Solanas technical philosophy. Layer2 is Solana. 3. BasedRollup has taken back the consensus layer rights of Layer2, which will make a large number of Layer2s choose to stay or leave. 4. In fact, Layer2 has already begun to make a choice. Taiko has started BasedRollup to confirm that it will stay, and Arbitrums products similar to Mev-boost will inevitably leave the Ethereum ecosystem. 5. In terms of scale, Meme is currently too small to support Solanas ability to flip Ethereum: Solana has <10k core meme users on the chain, and the actual trading funds are less than 300m. The public opinion has a great impact, but the actual impact is small. Text: 1. Not much to say, it takes time to clean up. On October 24, according to Onchain Lens monitoring, after 4 months of silence, an Ethereum ICO participant address deposited 3,000 ETH worth 7.63 million US dollars to Kraken. On September 25, according to Ember monitoring, an address that participated in the Ethereum ICO in 2015 and received 2,000 ETH (the Ethereum ICO price was 0.311 US dollars) tested to recharge 5 ETH to Kraken. On September 23, according to Lookonchain monitoring, an address that participated in the Ethereum ICO and received 150,000 ETH (about 389 million US dollars) deposited 3,510 ETH (about 9.12 million US dollars) into Kraken 7 hours ago after 2 years of dormancy. 2. Layer2 + Preconfirmation = Solana 2.1 Layer2 + Preconfirmation: Parallel processing: Layer 2 reduces the burden on the main chain by moving transaction processing off-chain. This structure allows multiple transactions to be processed in parallel on different execution nodes, thereby improving transaction throughput and efficiency. Preconf: Before a node includes a transaction in a block, it verifies it and temporarily stores it in the memory pool. Layer2 transactions can be confirmed one blockchain in advance. The proposer needs to bear certain economic responsibilities to ensure that the transaction it promises can be included in the block within the specified time, otherwise it will face penalties. It promotes faster transaction confirmation. 2.2 Solana Proof of History (PoH): Create a verifiable time series to speed up transaction sorting and processing. Multithreading and parallel processing: Solanas Turbine module uses multithreading and parallel processing technology to allow multiple threads to process transactions simultaneously. Gulf Stream and Sealevel: These technical components work together to achieve the goal of a streaming blockchain. Gulf Stream is responsible for optimizing transaction propagation, while Sealevel ensures state consistency and efficient storage. Layer 2 + Preconfs has similar goals to Solana in achieving asynchronous execution, preconfirmation, and streaming blockchains. Both aim to improve the performance and user experience of blockchain networks, and promote the development of blockchain technology through parallel processing, temporary confirmation, and efficient consensus mechanisms. Such a design not only improves transaction speed, but also provides a strong infrastructure for decentralized applications. 3. I wont go into details about whether Layer2 will stay or go, it depends on everyones technical solutions. Conclusion What we may see in the end is: Layer2 + Preconfirmation = Solana Although there will always be practical differences between various systems, the overall trend is obvious, and we are all moving towards more and more similar architectures. In the end, everyone is building the same thing. What Solana has, Ethereum will eventually have. And Ethereum is still Ethereum, let the bullets fly for a while.(来源: Twitter )
10-28
@YeruiZhang
Strong winds reveal strong grass, and turbulent times reveal loyal ministers. After a week of volatility, Bitcoin remained at 66K. Even with two major negative events, Tether and the war, it still did not fall out of the range. Two weeks before the election, most media currently believe that Trump is in the lead. The best scenario is to see a new high before the election, and then there will be a wave of altcoins after Trump wins the election. 1. For MEME Coin, Bybits ecological niche has been infinitely improved. The Vol gap between Bybit contract and Binance contract is not large, and the Bar of listing is much lower. The secondary opportunities brought by Bybit contract/spot will be greater. For MEME with 100M+, Bybit is the best fuel. After the first wave of great leaps forward, the corresponding Moonshot has slowed down the growth rate of transaction volume and user volume, the speed of listing has slowed down, and the comfort zone has been reduced to 20-50M. 2. With Bitcoin performing well, there may be greater opportunities for public chain-public chain ecology in exchanges. The continued popularity of SOL has caused the on-chain transaction volume of 7D MA to reach a high point on July 15 (the number of active addresses has continued to reach a new high). Looking back at the high point of transaction volume at that time, the price reached a new high. SOLL-SUI-others, public chains are always the track with the most ammunition and the clearest path on the second level. Pay attention to the shouting direction of trading KOLs. 3. The best choice for MEME is still AI-related. AI mainly relies on imagination. Here, there needs to be a project that relies on a larger narrative to enter the 100-500M queue. The second is cults. Cults are very resilient. If there is no large-scale outflow of funds after a few weeks of silence, there will be more opportunities. Pay attention to projects from Cabal to consensus. At present, several candidates for SOL AI have stalled, waiting for a stronger narrative and a more serious Cabal on SOL (it is necessary to think clearly whether DEVs selling of coins is a wash or a smash). In addition, there is an opportunity for the revival of older on-chain AI projects. Perhaps the odds of the old AI targets of TAO/ETH being revived are good. In my opinion, art MEME is the continuation of Cats and Dogs. From this perspective, BSCs Cheems is worthy of attention. It features high consensus outside the circle + high community concentration + strong leaders. It is difficult to become a hot spot, but once it becomes a hot spot, the potential increase will be very exaggerated.(来源: Twitter )
10-24
@ZKwifgut
Why cant $ETH rise in this cycle? The answer is actually in the last round of DeFi summer. How did $ETH rise before: - The epidemic caused a large amount of US dollars to be released, the money supply and liquidity were sufficient, and the risk asset category rose - Ethereum PoW ≈ deposit, fiat currency is used to buy mining machines to mine ETH - The overflow of funds from the rise of BTC drove up the price of altcoins - DeFi innovation led by AMM has become the mainstream technology altcoin narrative, attracting the most attention and hot money - DeFi has greatly increased the adoption of EVM, increased on-chain activity and gas consumption, and increased protocol revenue - lp mining (especially mining the first mine) has a wealth effect - Contract interaction to obtain airdrops has a wealth effect (typical case ENS), and wool rolling has begun to become an industry - NFT has a wealth effect, and NFTs priced and traded in ETH are containers of ETH, and people began to evaluate assets based on e-standards - On-chain lending provides DeFi users with about 0.7-0.8 times spot leverage, accelerating ETH The standard spirals upward (of course, it also plummets when it falls, the on-chain leverage is liquidated in succession, and on-chain lending is 90% responsible for the oversold in the last bear market) The first principle of price is the relationship between supply and demand. The essence of Ethereums rise is the explosion of demand for ETH: - ETHs application scenarios explode: gas, ETH pair lp, on-chain lending collateral, and NFT trading all require ETH - The wealth effect drives demand: DeFi mining, protocol interaction airdrops, blue-chip NFTs... have been producing wealth-making myths, driving the explosion of ETH demand. As long as the wealth effect does not stop, the demand explosion will not stop - Locking ETH supply on the chain: ETH pair lp, purchasing NFT, and mortgage lending lock up ETHs liquidity, reducing ETH supply - Macroeconomic cycle: macro-release, mortgage lending releases liquidity, and BTC profit-taking increases U supply The logical relationship between the above elements is: 1. New technologies, new narratives, new assets, and new asset issuance methods are non-consensus. Only non-consensus can have wealth effects. Broad consensus does not exist 100× 1. The opportunity of buying new rather than old. 2. The early wealth effect attracts hot money and stupid money, and fomo begins, and the wealth effect expands. 3. Exchanges (mainly bn, upbit, and coinbase) intensively list coins, first-line VCs hold heavy positions, and project parties gather together, forming a trend. 4. The whole process is accompanied by a continuous increase in ETH demand and supply lock-up, entering a positive growth flywheel, and ETH becomes the most certain alpha asset. 5. There is one most important premise for the above 1-4 to be established: in the right macro cycle, the following questions are here: - Which chain has the most attention and hot money now? - Which chain has the biggest wealth effect? Most likely to generate Fomo emotions? - Which chain has non-consensus opportunities such as new technologies, new narratives, new assets, or new asset issuance methods? - Which chains native coin demand is increasing? - Which chains project parties and VCs are starting to gather together for layout? If your answer is not $ETH, then you will naturally know the reason why $ETH cannot rise. Roadmap, token economics, performance improvement, composability, interoperability, dating, selling coins, foundation style... all become a way to avoid the main issue in the face of the simple supply and demand relationship. The answer is simple: there are many participants who need the security of Ethereum, such as L2s, but when the bull market comes, almost everyones demand for $ETH coin decreases. Has anyone seen that staking/re-staking can bring wealth effects and create wealth myths? Eigen Layer puts the final end to this issue. Will Ethereum rise in the future? I dont know, but we do have to gradually accept a fact: people no longer need Nokia that much.(来源: Twitter )
10-21
@boreaswu
What Pump.fun really wants to replace is not the value coin organized by VC, but the users and liquidity of high-leverage contracts. Playing Pump is more volatile and has a faster cycle than 100x leverage. The user profiles of the two products are extremely similar. In the next six months, CEXs contract trading DAU and profits will decline sharply. The once most profitable business now has to face the frustration of being powerless against dimensionality reduction attacks. (来源: Twitter )