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区块链投资的价值之路 你在公链市场或者说区块链行业买的是什么？亦或区块链的商业模式出路在哪？ 山寨市场的不及预期让诸多人士产生行业疑虑，复杂环境下行业不同发展阶段，投资难度增加是必然，但问题根本在于你要找到项目长期可持续发展的商业模式。…
AI COIN： 新事物 0-1 爆发阶段，会显得很紊乱，项目众多，新知识点繁杂，波动又剧烈，找准是一件很难的事，再一次次快速 P&D 迭代过程中，有潜力的终将脱颖而出，筹码从认知不深刻的人手中归于对项目深入研究的钻石手之中 同时，AI COIN 中，要学会归类，并不是每种都是 MEME 自主感知型： $Goat…
天使屁 fartcoin 投资人
A human gave a bot $5M > Whale sent 20M in Fartcoin to TT > 20M tokens was worth $40K then > 20M tokens is worth $5M now > This is what tipped TT over into becoming the first AI millionaire > Forever etching TT + Fartcoin in history Confession — I was the whale
Web4: We Are AGI mirror.xyz/jyu.eth/36lx6w… the next era of the web where we're at, how we got here, and where we're going
唯一最早一个感知型 AI 自己发展出来的 AI 纯 MEME 是 TOT “有意识”之后，自己成天瞎叨叨出来的，是“它”自己瞎喊提最多的，跟人类无关，不是他人强行赋予的
支持一切 AI 的创新，特别是 SOL 链上，毕竟屁股首先要坐正 MEME 的问题，是一个唯市值论的问题，一切争论在市值面前，都是苍白无力的。作为资深 MEME 玩家，虽然我自己本身有很多指导思想，但是深度思考的一直都是两个问题： 1、为什么是选 A 而不是 B； 2、假设每个 MEME 都会长大到…
Goat are still $GOAT Still Lots to Unpack here
REV = fees+tips paid to transact, meaning its a proxy for demand and onchain activity. Monday morning means new weekly data: Solana: $48.7m Ethereum: $39.0m Base: $1.38m All other Ethereum L2s: $1.35m Notably, Solana extends to its third week at the top of the leaderboard
多说点
amazing progress at world (fka worldcoin) over the past year, super proud of the team and especially @alexblania's leadership! rare combo of vision and execution ability.
22年11月，SOL 每周链上 Fee 大概 23 万美金，现在每周4500 万美金 22年11月，SOL 每周回购 Burn 11 万美金，现在回购1200万美金 没有什么比强劲的基本面更有说服力了 还挺担心，大家手里的 $SOL 会越 P 越少，越回购越少
有意思，ETH 上也跟进了 可以跟 SOL 上的 $META 进行后续 battle 了
1/ Introducing @_futarchy—the first futarchy on Ethereum. Markets know better than the usual experts, and it is time for companies to use markets to make decisions.
随着投资生涯履历的增加，越来越厌恶商品，喜欢证券 也慢慢看懂，股票/证券 的本质是增值 认知的差异化是不同市场套利的剪刀差，你理解的越深刻，接触的越早，套利的幅度和深度就会广泛 FIT21 新法案将为整个行业带来新的曙光 $SOL
We’ve been flooded with crypto founders asking us what the recent election means for their projects. TLDR: We have an incredible opportunity to build on the bipartisan progress from the last Congress and bring the best of crypto to the world. You’ll hear a lot of speculation…
感知型Coin当中 $Goat = $800M Factcoin = $80M 经过第一波的沉甸和普及我们已经慢慢熟悉 我的疑问是，在剩下的两者中 $Yousim = $26M #Zerebro = $60M，哪个更有趣一些？
假如你基本盘恰如之前，基础配置的比较扎实，那应该拿出很大部分精力来投研 MEME，研究“非共识”，使自己仓位配置呈现“杠铃状”：一端是坚固的 beta，另一端是进攻性非常犀利的 alpha，中间形态完全忽视 问题是，什么是非共识，这个太难，也不容易捕捉，但是一定会在价格上体现，个人观察来看有可能：…
新指标：SD $SOL % 新目标：xx %
真恐怖，sequencer还能扣留 正经人谁写日记，你写么？ 经济大权谁会交给别人手里，你缴么？ 妄图协调不同 sequencer，只能是一厢情愿，无关技术实现
GM Degens, After careful consideration—since it affects the community most—we’re sharing our difficulties in migrating DEGEN L3 away from @conduitxyz services They've held our rollup keys hostage for months, and we may need to relaunch a new chain paragraph.xyz/@degentokenbas…
1/ Introducing the Jito Market Built to scale JitoSOL on Kamino Lend, the Jito Market will also power Kamino's first-ever 10x Multiply Vault—already live in the app! To fuel the launch, SOL depositors will receive 8,000 JTO incentives in the new market. Every. Single. Week.
团队很优秀，做的事情很伟大 可惜的是商业模式比较差，SaaS 要做到垄断性营收非常困难，势必会把利润卷到极低 无关乎价格，当今的舆论环境，刺耳的话还是少说
The reply guys told me $TIA was going to $0 after the major unlock when all the evil VCs would sell - unlock was yesterday, this is price action today 🤔
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