Regarding the June interest rate meeting: Keeping the policy unchanged is a cautious move. The Feds interest rate decision in the early morning was unchanged as expected by the market. There were several parts that exceeded market expectations. Here are my personal understandings: 1. Compared with the full text of the interest rate decision in early May, there are two changes: the evaluation of inflation has changed from a lack of further progress in May to modest further progress. The change in inflation wording is still very important. Another is the deletion of the specific statement on the adjustment of the balance sheet reduction plan. I was a little confused when I first saw this. Later, I thought that the QT Taper should have been clarified before, so after June, the specific implementation operation will be the responsibility of the New York Fed. Then, we can read the report disclosed by the New York Fed. 2. Regarding the dot plot that everyone pays attention to, it is indeed adjusted a lot compared with March. The dot plot shows that no one expects three interest rate cuts this year, while more than half of the officials expected at least three interest rate cuts last time. Nearly 80% of the officials expect at least one interest rate cut this time, and the number of officials who expect no interest rate cuts this year has doubled to four. At first glance, it is still very hawkish, and it seems that the message conveyed by the market is also the same. But take a closer look: among the 19 voting members, 7 believe that it is appropriate to cut interest rates once before the end of the year, 8 believe that it is necessary to cut interest rates twice, and 4 believe that there should be no rate cut this year at all - everyone is concerned about only one rate cut, which is just the median forecast of the voting members. In fact, there are more people who predict two rate cuts. From this perspective, it will be better. Lets look at a more distant forecast: it is expected that there will be one 25 basis point rate cut in 2024 (while the dot plot in March predicts three times), and it is expected that there will be four 25 basis point rate cuts in 2025 (previously expected to be three times) - in short, the number of rate cuts expected this year will decrease, and the number of rate cuts expected next year will increase. 3. Regarding economic forecasts, the Fed maintains the GDP growth forecast for this year, next year and the next three years and longer-term unchanged, and slightly raises the unemployment rate forecast for next year and the next year and longer-term by 0.1 percentage point, and raises the PCE inflation forecast and core PCE inflation forecast growth rate by 0.2 percentage points this year, and the expected growth rate of these two inflation indicators next year by 0.1 percentage point. 4. Regarding Powells press conference, I read the transcript. It feels a bit lackluster, probably because of the changes in the dot plot and economic forecasts, Powell doesnt need to say too much. Let the market digest and figure out the dot plot. How to understand the change in the Feds attitude this time? 1. My biggest feeling is that the Fed has learned a lesson and is more cautious. Why do you say that? If you have an impression, you can look back at the two meetings in the fourth quarter of last year, especially the one in early November, because inflation was weak at that time, the Fed was very optimistic and clearly put forward the expectation of interest rate cuts in 24 years (of course, the US Treasury yield reached 5% in mid-October 23, which meant that there was a liquidity shock, which also forced the Fed to express a more optimistic attitude), so that the market expectations were far ahead of the Fed, and it was believed that there would be five to six interest rate cuts in 24 years, and financial conditions were actually looser. For a highly financialized country like the United States, the market expectations are optimistic, financial conditions are substantially loosened on a large scale, risk markets are strengthening, and wealth effects are increasing, which will naturally lead to stronger consumption and services. The market strength in the fourth quarter of last year was linked to inflation in the first quarter of this year, and then rebounded after three months. The markets reflexivity once again played a role. From this perspective, the Feds caution this time is understandable. Especially last night, the May CPI came out and was lower than expected. If the Feds forecast is more optimistic at this time, then market expectations will rise again, and the situation in the fourth quarter of last year will repeat itself, which is more unfavorable to the trend of inflation in the future. At present, the driving effect of market expectations is very obvious. Under the data preference, the market expectations are optimistic, and the Fed has more reason to be cautious. After all, they dont want inflation to repeat again. This is also the reason why Powell said that most officials did not modify their forecasts at the data release conference. Being cautious is also a reverse regulation of optimistic sentiment. 2. Once bitten by a snake, you will be afraid of the rope for ten years. The Fed may intend to avoid repeating the mistake of opening champagne in advance last year. We have talked about it before. The market needs to gradually confirm the positive signals, and in fact, the Fed does the same. Especially after the lessons learned at the end of last year, we are still very vigilant about the improvement of inflation data in one month. The time window for the Fed to confirm inflation changes may be extended. The CPI in April is not stronger, and the CPI in May is not enough to confirm that inflation has reversed the rebound trend in the first quarter. We may have to look at the data in June and July. From this perspective, the dot plot mentioned earlier predicts 19 votes: 8 predict two rate cuts, 7 predict one rate cut, and 4 predict no rate cuts. There will be a lot of variables at the September interest rate meeting. 3. We have talked about this many times before. The current Federal Reserve has given up forward-looking thinking and follows the data step by step. So we just need to look at the data. In the short term, I personally think that I am still cautiously optimistic: I am optimistic because inflation was not stronger in April, it weakened across the board in May, and the unemployment rate reached a key position of 4%, which determines that there should not be a big drop; But I am cautious because the attitude of the Federal Reserve has not changed, and the market is hesitant about this. Then I also want to look at the data for one or two more months to see if inflation has really reversed the rebound trend in the first quarter. There may be more large-scale fluctuations, which requires us to be more patient and wait for new events or data to stimulate the trend.(来源: Twitter )
Lets talk about @binances launchpool @ionet next week. 1. Project fundamental analysis #DePIN‌ + #AI + #GPU 1. What is io doing; io.net is a decentralized computing network that supports the development, execution, and expansion of ML (machine learning) applications on the Solana blockchain. Leverage the worlds largest GPU clusters to allow machine learning engineers to access distributed cloud service computing power at a fraction of the cost of centralized services. Users and computing power providers participate in this process through three steps: IO Cloud: A page for deploying and managing decentralized GPU clusters; IO Worker: Provides users with real-time insights into their calculations, providing operations and a birds-eye view of devices connected to the network, allowing them to monitor these devices and perform quick operations such as deleting and renaming devices; IO Explorer: Provides a window into the inner workings of the network, such as complete visibility of network activity, important statistics, data points, and reward transactions. 2. What is IO used for; IO is the native token and protocol token of the io.net network. IO will be the main payment method in the io.net ecosystem, such as paying for GPU deployment fees. And every model deployed on io.net must perform a tiny IO transaction for inference. IO tokens are used to reward GPU contributors. (Mining output) 2. Token price prediction Total token amount: 500M, eventually inflated to 800M; Initial circulation: 95M; Financing situation: 1B valuation in the latest round of financing; According to the price prediction of the recent launchpool: If predicted by $NOT, MC will run between 500M-2.8B, and the price will fall between 5.5U-30U; If predicted by $BB, MC will run between 120M-350M, and the price will fall between 1.3U-4.2U; (basically it does not fall at this price) If predicted by $REZ, MC will run between 100M-200M, and the price will fall between 1.1U-2.4U; (basically it does not fall at this price) Therefore, it is unreasonable to use the recent Launchpool valuation to estimate the price. It is calculated based on the recent costs of friends who use A100 for mining, the costs of mining with laptops, and the costs of the latest round of financing. Since the points redemption ratio is currently unknown, it is impossible to calculate the mining costs very well. Assuming that the points are redeemed at 1:100, then $IO will need about 7u to break even. (This is still based on normal points, as many peoples points are not normal.) Based on the OTC price, it is currently 4.8u, and 5.7u on @aevoxyz, so the market has given a rough price of about 4-8u. And due to the high valuation of #DePIN‌‌ +#AI, you can look up. Look at the analysis rationally, there is no #DYOR(来源: Twitter )
⚠️Asset security is no small matter, anti-theft tips should be kept in mind1⃣ Be cautious when setting and saving passwords, and be sure to enable two-factor verification2⃣ Use a new wallet address + small assets for airdrops and activities3⃣ Put large deposits in cold wallets, and never authorize any website at will4⃣ Private keys and mnemonics should be isolated offline5⃣ Check the transfer address carefully and be wary of private chats with strangers(来源: Twitter )
Now the number of active users of Arbitrum exceeds that of Ethereum L1. According to this trend, it is highly likely that Arbitrum will surpass Ethereum L1 in a long term. At the same time, Arbitrum ranks first in terms of activity and TVL among all L2s. In addition, its support for ecological projects is indeed visible, such as the 200 million ARBs supporting its internal game ecosystem. However, these fundamentals are difficult to reflect on the price. First, the L2 pattern has not been fully determined, and there are too many L2 projects, so the market cannot fully determine the direction; Second, Arbitrum has given a lot of support to ecological projects, but the projects within the ecosystem have not directly fed back to ARB. It is indeed a bit of a waste of the potential that ARB should have just to increase the number of user interactions. The development towards a mutually supportive positive cycle is the path to sustainable development of the system economy. Third, there is no value capture in holding ARB (no staking income, no destruction, and no airdrop income from the project party...). The current situation of ARB is a bit regrettable. In fact, it has a chance to far surpass other L2s and even other public chains. What a pity.(来源: Twitter )
As I expected, I was criticized. You forced me to expand, right? I am going to reveal all the income items of crypto VC (with a full set of incubation services) 🙂 (Company + Individual) There is no order, I will write whatever comes to mind. 1: The natural increase of BTC held by companies and individuals. Long-term crypto practitioners have a large amount of unmoved BTC in their hands (as a percentage of personal assets) 2: (Almost) lossless staking income, such as Merlin, bb, puffer, mezo, jup, etc. 3: Financing spreads, this year mainly focuses on large-scale lending of SOL. As investors and guarantors, we provide a large amount of SOL to the SOL local dog market maker as the LP pool 4: Mainstream public chain node staking rewards, including external rewards and additional individual rewards of the public chain 5: Trading income, divided into mainstream projects/NFT/inscriptions, generally speaking, it is the dealer income 6: Economic model design, market value strategy services, market value strategy implementation services, generally speaking, it is the service fee of MM company 7: Project full-case marketing planning/operation/listing services, generally speaking, it is the core profit point of labs 8: Mortgage lending services, generally speaking, it is usury in the circle, in the form of individual to individual, the vacant USDT is lent to large miners at high interest rates, and the main income is the transfer of BTC due to violent market fluctuations 9: Secondary income brought by media/public opinion manipulation. Generally speaking, it means interfering with the media/marketing service providers/KOL matrix under certain funds as a shareholder, artificially creating traffic hotspots, and then intervening in the secondary market to eat both futures and cash. 10: Perpetual contract rate arbitrage 11: As an LP of multiple primary/secondary funds, investors income is received regularly 12: Control the speed of information transmission, and monopolize the packaging service income of projects in a single country (region) 13: The companys normal investment income 14: Secondary hot money income 15: Secondary retail investor income 16: Management period and target income spread arbitrage between the traditional financing market and the crypto financing market 17: Consultant income, usually instructing the boss of the telephone project party on the precautions for doing the project. The main purpose is to make friends. The income value fluctuates greatly, ranging from a few thousand U to hundreds of thousands of U, and the service time is usually less than one hour 18: Sub-brand project pipeline income 19: Marketing income of the subordinate community, etc. If you think of anything else, please add it(来源: Twitter )
Waiting is one of the skills that seems simple but is difficult to learn in the investment process. It is long, boring, without light, and even ridiculed. It is rare to be able to remain calm during such a process.(来源: Twitter )
Binance’s announcement is very timely. I hope that more projects with medium and low valuations can be listed... Pros: 1. Projects with good fundamentals and low valuations in recent financing 2. Angels, VCs and incubators that can invest in projects with low valuations Cons: 1. Late-stage VCs that take over projects with high valuations, BN will no longer provide a guarantee for projects with overvalued valuations 2. Competition for early-stage investment is more intense. The future model is not for project parties to raise hundreds of millions of dollars in rounds, but to raise a seed round and go directly to the exchange, and the listing cycle is rapidly shortened...(来源: Twitter )
Here are a few opinions that may not be correct, just for discussion. I hope you can give me some advice. The emergence of http://Pump.fun is the end of Sol’s Tugou season. It feels like Blur to ETH NFT. 1. http://Pump.fun reduces the tradable range of SOL Tugou from 1M to 100M to 50K to 5M. Although there are successful cases such as Michi, my understanding is that Meme will choose to highly control the market in the early stage + wash out the floating chips, and then establish consensus through methods such as pulling the market/locking the pool. Using http://Pump.fun to issue means that it will be seen by the community earlier, the starting point of the game is lower, and the difficulty of early control is increased. It is also difficult to build a large pool. http://2.Pump.fun has basically dominated the issuance of early Meme. At present, the daily income of the platform can reach up to 1M. If the potential Golden Dog is released in advance, there will be hundreds or thousands of the same name. Users who buy the wrong coin will consume the subsequent acceptance emotions. I will throw out this point of view first. I have a few ideas but I haven’t found any arguments yet. Of course, I hardly made any money on http://Pump.fun, so if you are any expert, please help me.(来源: Twitter )
⭐️ What kind of sparks can Web3 + Game + AI Agent create? Last week, the @BladeofgodX team announced that it had received investments from Delphi, OKX, YGG and Longhash. I happened to talk to them about the application scenarios of AI Agent in games. They also emphasized a new concept called Agents as a Service. 1️⃣ Transformation from Web2 The development team behind Void Labs has entered the game industry since 2006. I have also seen an interview with their Co-Founder @TniseVoidLabs by a B station Up master. They said that the maturity of blockchain technology just provides a new business model and user interaction method for the game field, and its decentralized nature breaks through the geographical and platform restrictions of traditional games, allowing global players to play in a fair and transparent environment. Moreover, with the development of AI technology, production relations have been redefined, and the traditional currency system is no longer applicable to the new production relations. Blade of God X itself is an action role-playing game that incorporates the elements of Norse mythology Cthulhu and adopts a soul-style gameplay. 2️⃣ AI Agent: Optimized to run directly on mobile devices In the Blade of God X game, the behavior and decision-making of AI Agents can be controlled by models of different sizes. Small models handle simple tasks such as combat actions, while large models are responsible for more complex strategies and decisions. They introduced the concept of reinforcement training, which supports AIs behavioral decisions through a set of neural networks, improves AIs autonomy and efficiency, and makes the game content less predictable and exploitable by players. After the reinforcement training is completed, Blade of God X will also use vision and language as input, so that AI can more accurately identify and understand the game environment, which can enhance the immersive experience of the game. In order to reduce the burden on the server and significantly reduce the response time, the optimized AI can run directly on the GPU of the users mobile device. 3️⃣ Agents as a Service: Digital twins are different from the previous single enhancement of AI strength through machine learning. Void Labs also proposed a new concept Agents as a Service. They said that in the Agents as a Service mode, AI Agents can not only play an auxiliary role when the player is online, but also continue the game as their digital twins AI Twins when the player is offline. That is to say, the players AI Agent will be highly similar to the player in terms of thinking style and processing ability. In addition, through blockchain technology, Blade of God X can ensure that the activities of AI Agents are transparent and verifiable, and can generate real economic value for players. The studio also revealed that it plans to develop a more complex and interactive Group AI Agents function in the next generation of AI Agent systems, so that AIs can cooperate and compete with each other. The core of Agents as a Service is to use VLA (Visual Language Action) based on large language models for intensive training. This method combines the three dimensions of vision, language and action, which can not only help AI better identify objects and scenes in the game, interpret and execute player text instructions, but also enable it to determine its behavior in the game based on visual and language input. 4️⃣ Recent progress: AI Agents will be fully deployed soon The first round of Alpha testing of Blade of God X ended at the end of March and received a rating of 5.0 in the Epic Store Alpha test. They will fully deploy AI Agents in the upcoming second round of testing, allowing players to interact with them in more than ten different scenarios. Finally, they emphasized that the exploration of AI Agent is not limited to the current stage, and the ultimate goal is to make AI an intelligent agent that can parse game engines and logic. These AIs will be able to use user-generated content tools and game engines to create new game modes and rules.(来源: Twitter )
Today, lets talk about Bouncebit, a new project on Binance. At present, BTC layer2 has been divided into two ways of playing. One is the technical flow, which is to ensure the security of assets through various technologies, such as Babylons decentralized staking system, and Bontenix uses a group of rotating nodes to form a spider-like node network to ensure the security of Layer2. The characteristics of this type consider decentralization and technical optimization from the perspective of the public chain, similar to the Infra project of ETH and other chains that turns the projects own tokens into assets; the other is the asset flow, which is essentially to add yield to the existing BTC. Bouncebit is the most stable one, using centralized exchanges to arbitrage to obtain the currency-based yield as the bottom layer, and then issuing corresponding bills for use on Layer2. Compared with the yield through the ecosystem, the yield of this model will be more stable, and the corresponding growth rate in TVL will be slower, but the advantage is that the debt owed to TVL and the rise and fall of the ecosystem is less. Bouncebit is not a purely technical project. On the one hand, most of the Dapps on the chain are deployed under a licensing system, and they do not emphasize technological innovation, but rather provide users with stable arbitrage income + stable ecological income. Another feature of this passive model similar to CEFI is that the participation threshold is low. Users only need to deposit money to obtain stable and long-term income, which is naturally similar to Binances Megadrop. Megadrop is an alternative way to play. Users obtain the quota of IDO projects by regularly depositing BNB and completing tasks, which does not conflict with the quota acquisition of Luanchpad. For users, projects under this model require BNB to pledge for a long time, and the corresponding percentage of tokens that can be provided to pledgers is high. The corresponding MC/FDV will not be as high as the traditional Infra project, and the look and feel will be better. For Binance, some users who do tasks can increase the use of Web3 wallets and can give BNB Holders a relatively stable rate of return. The total amount of Bouncebit is 2.1 billion, with 19.5% at the opening, 8% for Megadrop, and the rest including 4% airdrop, 3% MM and part of the ecological reserve (about 4.5%). If we estimate based on the two rounds of financing, which totals 21%, and the first round of financing is 6M, the average financing valuation should not exceed 80M (calculated based on 10%@60M in the first round of financing and 11%@100M in the second round of financing). The price calculation in the previous period was quite different, so I will not estimate it this time.(来源: Twitter )
In this round of bull market cycle, the biggest theme is still infrastructure Infra, and there is a collective lack of application layer projects. Of course, there are endogenous factors, such as the imperfect infrastructure of crypto, the short falsification cycle of the application layer, etc. But the more core problem is that there is no increment, and the source of the lack of increment is the tightening regulatory environment. Major markets such as the United States have knocked all non-compliant exchanges through the case of BN. Compared with the last round, before the collapse of FTX, almost all overseas exchanges, including BN, could be accessed smoothly in the United States. A certain country in the East has been tightening up after 19 years, and has continued to make concessions after 22 years, and ground promotion is basically impossible. The leeks in South Korea and Turkey should have been cut. There are two possibilities in the future: First, the supervision continues to be strict, and crypto continues to pvp on the market. In this case, for secondary investment, I suggest that ordinary people only play Bitcoin, funds do quantitative currency standard enhancement, and smart money and dealers continue to play meme; the core institutions in the primary market cooperate with large exchanges to change the form of packaging projects. If small and medium-sized funds are not to be harvested, they must change the pure financial investment approach and become a community of interests with the project party, participate in distribution as a traffic distribution channel, or create a delivery model and channel (this is why KOL is better than general VC terms, because it can help sell goods). If the pvp situation continues, or the market diverges, such as Bitcoins new high, but the effect of copycat listing is seriously insufficient, so that the new coins of large exchanges continue to break. Primary investment can focus on asset distribution platforms that can create endogenous profits, and the logic is similar to investing in Pinduoduo during an economic downturn. The variable is that the election change in the United States and the settlement of the FTX incident have the opportunity to make the United States begin to loosen its high-pressure regulation on crypto. In addition, the new incremental market is superimposed on the interest rate cut cycle, and perhaps some emerging markets can have individual explosive projects. Second, if the regulatory wind direction begins to loosen, it is a good opportunity to vigorously increase positions and configure new trading venues (such as FTX in 2019 and Uni in 2020) and new types of applications. In a huge bubble cycle, we should hype up the most Ponzi model, hype up the next algorithmic stablecoin Luna/OHM, and hype up the next game Gamefi.(来源: Twitter )
Some data I saw during the holiday: 1/ In the past two weeks, 14,000 new tokens were issued on SOL every day 2/ Most of the new tokens occurred on Pump, and 600,000 tokens were issued in 45 days 3/ At present, Pump’s annualized revenue has reached 128 million US dollars, entering the ranks of unicorns Thought one: If you don’t have the energy to study so many new tokens, then the logic will sink: the more tokens are issued, the more transactions there are, and the more conducive it is to DEX= $JUP, MEV= $JTO, and the bottom-level revenue capture is real Thought two: The bottom level is still $SOL. The formation of the trend is like a rumbling train. A few small bumps will not change the trend of the train. The scale effect will only snowball and grow bigger, all the way north Thought three: New consumption and new retail groups such as Pump also have social attributes, integrating transactions and social interaction. The monetization of WEB2 is advertising and shopping (transactions), and the monetization of WEB3 is also transactions. Therefore, in WEB3, whether it is social or live broadcast, similar to Telegram Bot Well, trading is the only way to generate revenue, and we also look forward to the new interaction method of Pump/$Friend to release more potential and possibilities.(来源: Twitter )
Mainnet GAS hits a new low, a good opportunity to activate boutique wallets👀 Mainnet high-quality TX interactive reference👇 1️⃣Register/purchase ENS and set an avatar2️⃣Create Safe multi-signature3️⃣List NFT on Opensea/blur4️⃣Buy some UNI and ENS on Uniswap to participate in governance5️⃣Approve a token of a certain protocol6️⃣Revoke to cancel the authorization of a certain token8️⃣ETH pledge of high-quality projects such as Eigenlayer\Zircut\Swell9️⃣Mint free NFT on http://mint.fun 🔟ZK-era\Linea\Scroll and other official bridges(来源: Twitter )
Runes have always been criticized. Some people say that the technology has not been updated, the name is too long and not easy to cx, and the gameplay is as boring as brc20! Refutation: 1. If you want technology, you can play atom, why play runes and brc20? 2. The name is too long. Do you think foreigners will like it? All coins had short names before. Isn’t it an innovation to change it to a long name? 3. The gameplay is still not innovative because you have played brc20, so you think runes are boring, but foreigners have not played it, so they will find it very interesting! 4. The last point, the strong will always be strong! If you want to play, play the leader and the second dragon. Other liquidity will be a mess. At least the leader is trapped and wait for ath!(来源: Twitter )
A few things, let me briefly talk about them: 1. Merlin is about to release the pledge, and there will be a large amount of NFT + Brc20 selling pressure at that time. Operation: 1. Sell projects with large pledge volume in the short term, and buy them back at a low price when selling pressure comes. 2. For projects with great potential, this is the last chance for everyone to pick up chips at a low price. 3. When the Merlin token is launched, follow the idea of paying the cost first and leaving the remaining structure. 4. geniidata.com/ordinals/addre… This is the pledge address, and you can find the wealth code here. 2. Runes are coming soon. I remind you again that this is a rare opportunity to get rich. Operation: 1. Divide into multiple wallets, keep BTC in each wallet, and it is recommended to use new wallets to avoid confusion. 2. Pay attention to some big projects/KOLs, such as MagicEden, Unisat, OK Wallet, Xverse, GeniiData, Casey, Dan Zong, Wizard, Wei Shen, etc. I will not list them one by one. 3. If there are new projects coming out, go directly to see if there are any big projects and KOLs paying attention. If you pay attention to more than 3, go directly, don’t be afraid of making mistakes. 3. Recently, many people are making money and getting rich, but you are not, but you have to keep a good attitude. Operation: 1. Try to sleep late and wake up late, and reverse the Asian time difference. Most of the projects that made money this year came out in the middle of the night, so a lazy sleep is sometimes worth thousands or tens of thousands of dollars. 2. There is always no shortage of opportunities to make money in the B circle. Check Twitter and financial media (Lythm, Golden Finance, Coinbase, Shenchao, etc.) more often, and spend less time in chat groups to read useless junk information. 3. Drink more water, more protein and vitamins. If you have been staying up late, then smoke and drink less. Life comes first and making money comes second. Because of marriage/childbirth/Web2 work/personal mental state/cognitive problems, I missed at least 10 million wealth codes this year (not the kind of missed after the fact, but I really reached the purchase interface but didn’t buy for various reasons). I also sold a lot of assets, which made me extremely Emo for a while, but now I have recovered. Stay in this circle and you will always be full of hope. Let’s encourage each other and wish you good luck! (来源: Twitter )
To sum up seriously, the recent ore on the sol chain has led to a great collision of ideas, and the level of various postures has been rapidly improved, including but not limited to: 1. The official link speed is too slow, and the rpc of the little ghost wallet is fast and good. 2. The single IP of the Little Ghost Wallet still has a little speed limit, so you can directly connect to the IP proxy. 3. After Little Ghost directly banned non-APP requests, you can directly connect to the quicknode proxy. 4. The quicknode proxy was directly destroyed, and the speed was significantly reduced. 5. After the claim failed, I modified the code and successfully claimed 6. Then after the failure rate was too high, I directly jitos mev 7. During the period, I learned to create sol accounts in batches, transfer funds in batches, start mining in batches, mirror the cloud server with one click, throw the wallet, and enter json Can run directly, automatically swap, automatically collect, how to run sol chain mev, etc. 8. The most important thing is to make a lot of money(来源: Twitter )
Yesterday I read a lot of information on the Bitcoin ecosystem, and they all used the keyword competition. There is indeed competition, but the BTC ecosystem is really in its early stages. At this point, I personally feel that it is more about making the pie bigger and letting the entire second world. The first-layer ecology gets more exposure and recognition, rather than a direct competitive state. Didn’t Tesla have the same logic behind open source back then?(来源: Twitter )
深度挖掘:Ethena (ENA),加密世界赚钱机器,ENA值得长期持有!(投研报告) 先说结论:投研完后Ethena是一个会赚钱、能赚钱、并且正儿八经落地赚钱的台子,其代币(ENA)值得拥有。 金戈铁马,气吞万里如虎!! 前言:Ethena到底有多赚钱? Ethena最近一周的日入达到了680万美刀,一跃成为最赚钱的去中心化应用(DApp)。 根据Ethena的官网,现在它正给超过35万用户发放USDe稳定币,年化收益率高达67.2%。DefiLlama的数据显示,Ethena的USDe市值在过去一周里涨了43%,一个月涨了409%,总值达到了8.4亿美金。 Ethena Labs今年2月19号在公链上正式亮相,USDe一上来就开出了27.6%的年化收益率,远超Anchor Protocol给的20%。这比去年5月崩盘前的TerraUSD(UST)还要高。 Ethena 正在构建衍生品基础设施,使以太坊能够通过 stETH 上的 Delta 中性头寸转型为全球互联网债券,从而创建第一个加密原生、具有收益的稳定币:USDE。 一、#Ethena 到底是个啥玩意? 建立在以太坊上的合成美元 (synthetic dollars) 协议,以 ETH 作为底层资产标的USDe 是个在以太坊链上的合成美元协议,用 #ETH 做底层资产。它通过现货 ETH 和期货 ETH 空头抵押构成,二者对冲成为一项 Delta 中性的稳定资产。即使 ETH 的价格波动,USDe 的铸造和抵押的价值也几乎不受影响,确保了资产的稳定性和可靠性。 说人话:是无论ETH涨跌,#USDe 都能保持其价值稳定,你可以理解为以太坊版本的USDT。你可以理解为持有ETH现货并做空对冲,抵押发行 $USDe ,防暴跌、保稳定的币。 二、Ethena 赚钱的运作逻辑? 1、假设我们投入了1000刀的 #stETH,扣掉各种对冲和操作成本之后,可以铸造出1000刀的USDe。 2、然后Ethena会自动在中心化交易所(#CEX)上开一个等额的ETH对U( $USDT 或 $USD )的永续合约空头,进行对冲。 3、我们放进去的stETH不会直接扔CEX,而是转到 #Copper 、#CEFFU、#Cobo 这种托管机构手里,这样就能避免那些麻烦事,比如资产挪用或者CEX炸了。 4、这操作中就有两个能持续赚钱的路子,还会作为奖励送给质押了的USDe(sUSDe): a/挂在以太坊上质押PoS的收益,年化大约3.2%;质押 PoS 收益比较固定,保证了一个最基本的稳定收益。 b/还有就是从delta对冲那些衍生品头寸上撸到的资金费和基差价差,年化收益能有5到30%。 三、Ethena 背景如何? 1/Ethena完成2050万美元touzi,#Dragonfly 领投,并得到BN,Deribit,Bybit,OKX,Gemini和Huobi等交易平台以及BitMEX创始人Arthur Hayes及其家族办公室的支持。 •种子轮:价格未知,融资 650w,估值未知 •战略融资:价格 0.019u,融资 1400w,估值 2.86 亿 2/#MakerDAO 创始人 #Rune 也在昨天 (30 号) 通过个人地址将 566 万 USDT mint 成 USDe 四、Ethena 的缺点是? Austin 在文中指出,其更愿意将 USDe 称为一个「结构性票据」,而非稳定币,并剖析了 USDe 的四层潜在风险: 1/是质押层面的安全风险,质押节点的安全性及可持续性是否可得以保证; 2/是期货合约开设平台的安全风险,无论是 DEX 还是 CEX 均存在黑客攻击风险; 3/是合约可用性风险,有些时候可能根本没有足够的流动性来进行做空; 4/是资金费率风险,虽然空头头寸的资金费率大多数时候为正,但也存在转负的可能性,如果在加权质押收益之后的综合收益率为负,对于「稳定币」而言是相当致命的。尽管Ethena的方法创新且有潜力,但该项目目前仍处于测试阶段,尚未完全推出。 由于加密货币市场的不确定性和波动性,Ethena的稳定币USDe仍面临着潜在的风险。 五、关于 #ENA 价格预测? ENA 总量 150 亿,初始流通 14.25 亿 (9.5%)。 目前市场上有多个对 ENA 价格预测的估值模型,例如: 1/参考场外平台 (如 aevo 等) 成交价:$0.65; 2/根据往期币安挖矿项目平均收益率 (年化 123%):$0.45。 3/要是根据 PE 来进行估值的话价格会更高。因为以最近 #Ethena 的收入来推算,Ethena 年收入获将达到 3.3 亿美元。 🫡路虽远,行则必至;事虽难,做则必成。 看不懂的SOL结语:总的来说Ethena是一个会赚钱、能赚钱、并且正儿八经落地赚钱的台子,他的代币(ENA)值得关注,流动性质押衍生品LSD领域正在快速发展,尤其是 #LSD 稳定币领域即将出现新的创新。相信在以太坊坎昆升级后崛起的带动下,稳定币也将迎来一波热潮,让我们拭目以待。(来源: Twitter )
目前为止发生在Arbitrum上的事情很有意思:Arbitrum不管在TVL、交易次数、交易量、dApp数、dApp活跃度、DEX和PERP的交易量,还是在桥接的ETH数量、开发者支持度、用户体验、L2安全性上所处的阶段等等基本面上要么位居首位要么位居前列,而它的FDV(全流通市值)在L2中一直处于弱势状态。问题出在哪里?(来源: Twitter )
撸的越久,越发觉掌握科技的重要性,越来越多的案例借助科技的力量将细微可能产生套利的空间放的无限大。 批量、群控、自动化、脚本,感觉这些东西再结合精细策略和路径,运用得当一波超神的机会大大提升。 半手动+最强大脑+半自动化 指纹浏览器、云服务器、群控、影刀RPA、批量化脚本… 强制自己运用好这些撸毛人的好助手。 要潜心研究了,摒弃一些旧的观念,升级迭代自己,提升工作效率,坚持科技增强生产力(来源: Twitter )