Bitcoin is nothing more than a hollow Ponzi scheme. The network sees almost no transaction activity, with countless blocks being mined empty. No real commerce, no real utility, no real demand—just endless hype and speculation. When the gamblers move on, it collapses into nothing.

聪明的00后已经学会开盘子了 愚蠢的60后70后还在进场接盘 产能过剩的世界不需要实体 你我无非都是在各种Ponzi泡沫之中 寻找自己扮演的角色 他们既然能把房子炒高让我们接盘 我们也可以把币/茶炒高让他们接盘 忽然想起两个月前那个捐母校5000万 然后被锤的“天才交易员”也是00后 只可惜他来的是一个 拥有全世界最高韭菜质量的B圈 但凡换一个圈子 那现在这会儿估计已经会所嫩模了

稳定币法案通过，大家都开始追稳定币概念的代币了。 1. @aave $AAVE 发行了自己的稳定币 $GHO ； 2. @ethena_labs $ENA 一直有自己的稳定币，这一轮最大的Ponzi之一； 3. @usualmoney $USUAL 据说之前稳定币脱锚了，现在不知道怎么样了； 4. @Frax $FXS 算稳时代遗留下来唯一活着的一个算稳； 5. @LiquityProtocol $LQTY 也算是有稳定币业务市值最低的存在； 6. @CurveFinance $CRV 忘记了它的稳定币上没上线了； 以上是我找到的，欢迎大家补充。 ps：上周大家还在追质押，这周开始稳定币了，下周不知道搞啥。

✅目前@GiveRep 上面推广的项目有10个： 1.@astros_ag （奖励USDC，推特100粉丝可发） 2.@ATTNtoken （奖励原生代币，推特100粉丝可发） 3.@ikadotxyz （奖励USDC，推特100粉丝可发） 4.@sui_glitch （奖励USDC，推特100粉丝可发） 5.@nemoprotocol （奖励USDC，推特100粉丝可发） 6.@nexaxyz （奖励USDC，推特0粉丝可发） 7.@Official_NODO （奖励USDC，推特0粉丝可发） 8.@PonzichuOnSui （奖励USDC，推特100粉丝可发） 9.@Suigar_com （奖励USDC，推特100粉丝可发） 10.@zen_frogs （奖励原生代币，推特100粉丝可发） 🔶最卷的就是IKA和ATTN了，可以找少人卷的做调研发文，可能更快上榜和获得$REP， GiveRep 的核心就是一鱼N吃，做个 @GiveRep 互动贴，欢迎评论留言讨论。 @GiveRep @ATTNtoken

First off, congrats to the launch of @boopdotfun and @dingalingts + his team! I was approached and was pitched a great addition to the competition scene for launchpads. It was intriguing to hear and I took up on the offer. The main hook was not because he created PancakeSwap or because his credentials being EX-Binance, it was the ponzinomics of the staking feature. I think many's first glance of the launchpad was merely "JUST" a Twitter/KOL airdrop post, collect, n dip scene. It is far from that, mainly it being in the first day of launch, that will change fairly soon (noise). The incentive of the launchpad is to stake your $BOOP tokens and be eligible for the rev share from coins AND allocation to EVERY coin. It isn't WHO is supporting the launchpad to choose "sides" but WHERE the money happens to be/sustain when there is a narrative juicer. Too busy to trench? If you're staking, and there were runners of the days you were gone, depending on your allocation size staked, you will get a free airdrop to CLAIM if you choose to do so. For example, the last 10 hours~ of staking, this is what I've received and I can CHOOSE to claim my airdrops, it isn't automatically claimed so not sure where the FUD on that end is for. From a degen trencher standpoint, I personally feel pumpfun has laid the degeneracy foundation that appeals to how we are "used to" these days vs when it was judged last year in its early days. I think launchpad incentives are bullish because it creates different routes in where liquidity "SHOULD BE" ('standard' being only PF coins can moon) to "COULD BE at." Wanted to share that on my end -- I am a degenerate volume narrative trader. Angel bags are vested for 2-3 years~, I've bought my bags open market above here at 38~44m circ mcap. It is 15% circ of what is shown on charts. This is what I've seen (unbiased aside) in how this launchpad addition could work, while BENEFITING stakers and onchain liquidity with different runners and opportunities. Cheers, long read but thank you if you've made it this far.

Good to see gaming doing a bit of a comeback with @onchainheroes successfully minting out their Genesis Heroes then doing 10x (.06 to .6) within 48 hours. I had two OG rings myself and minted 10 OG heroes. I had such a blast playing the game, that I actually top blasted another 25 or so of the NFTs. I may double down on this. Yea, I may be 'that' guy buying the top of a Ponzi, but there are some reasons for this madness I'll outline later. Turns out that even in bearish conditions, degens want a financialized game to play. I certainly do. When the NFTs actually have strong utility in the economy and directly tied to how you earn $, they do in fact perform. Key being the NFTs actually have core utility and they impact your slice of the season 1 ponzi. The simple format of the 'Idle Games' genre are perfect for those who want a casual, but highly financialized (basically a Ponzi) and so far Onchain Heroes executes this. The game is also whale friendly, as you can spend a few minutes a day managing your army of NFTs without grinding out hours actually doing anything other then watching numbers go up. It's simple, fun, and the early ponzi gets you hooked. As this is the opening chapter in a book, I expect the yields to come down as @skarlywarly opts for a robust economy that's sustainable in Season 2 (basically next month). He's done an amazing job so far, so my bet is he can turn this into something big and those getting in will be early. But the crazy yields early on are fun in what amounts to a marketing splash and this is bringing a wave of fomo and attention to both the game AND @AbstractChain. Frankly, this is the first 'hit' on Abstract and my bet is the Abstract team will put the full backing behind this success to ride on it. An interesting play here AND WHY I TOP BLASED 30+ more NFTS is the bet on HOW much Abstract XP you will earn by actually playing this game which then becomes a farm two for the price of one. If you consider going hard into this game ecosystem as a play to earn as much Abstract XP as possible (i.e. farming Abstract), it's become very interesting. It's serious farming because you are consistently interacting with the Abstract chain while playing the game. The more Onchain Heroes you have, the more activity you have on the chain by going through the game loops. You are also consistently doing token swaps too if you farm the yield by selling the token, which also counts. So can I get my investment back from an Abstract drop, given the heavy interactions playing this game affords? I think there is a strong possibility as long as the Abstract team uses this as their winning flagship project. This will also likely pump the entire gaming ecosystem, making it a big win for those getting in early. Keep in mind this is a Ponzi right now, so you also risk getting rekt if things go down. Love seeing gaming having a bit of a moment though, especially Onchain gaming. Also showcase how useful @ProofOfPlay is given that they are powering a core part of the game with their VRF engine.

加密早报 * 每日不能错过的重要信息 * 2025年7月25日 1. 特朗普当面要求鲍威尔降息，在特朗普引用美联储总部翻新预算数据时，鲍威尔在一旁不断摇头。特朗普还称没必要解雇鲍威尔，其即将届满； 2. 特朗普盟友起诉鲍威尔，要求FOMC公开开会； 3. @aspecta_ai 的代币 #ASP# 上线了，上线钱一个按照Key的价格计算，当时一枚价格是0.7刀附近，结果上线后一路下跌，现在跌破0.2了直接，现在的市场还是不能乱接； 4. #Vine# 之前早报就提及过，昨晚被马斯克喊了下单，瞬间翻倍，不过现在已经回落了不少，后面还要看什么时候接入X或者马斯克持续喊单才行； 5. #RESOLV# @ResolvLabs 将启用费用开关，每日协议利润的10%用于基金财政； https://t.co/TMfvhme1T0 6. #MONAD# @monad 将于 9 月 29 日上线，代币总量为 1000 亿； 7. Upbit 交易所上线 #syrup# #huma# ； 8. 昨天上线的 ponzimon 游戏，刚上线FOMO后币价 #PONZI# 直接来到了30M+，不过所有旁氏游戏都无法阻挡挖卖提，现在已经跌麻了； 9. #Pump# 持续下跌，现在已经到了0.0025附近，距离麻吉大割爆仓价不远了； https://t.co/uwWEFxnVRS 10. @cookiedotfun 平台第一个打新项目 @Almanak__ 来了，这是一个AI赛道的标的，90m FDV，TGE 100％解锁 ，前25名顶级鲷鱼和50个顶级CSNAPPER的优先条款销售：75m FDV，100％解锁在TGE； https://t.co/mLNoeKwFAO 11. #Bonk# 项目方回购并销毁了 5000 亿枚 $BONK ($1847 万) 的半小时后，5100 亿枚的 $BONK ($1875 万) 从 Galaxy Digital 转出进入 Binance 和 Coinbase。 这可能导致 $BONK 下跌了 10%：从 $0.0000365 下跌到 $0.0000325。 数据来源：@EmberCN 12. 关于 Solana2027年非正式版的路线图，可以看看 @jason_chen998 的X线程，很精彩； https://t.co/Wpfj0rc6uX 13. Ethena 宣布与 Anchorage 合作，使 USDtb 从离岸模型转为联邦监管下的稳定币； 14. Grok AI 与 Kalshi 集成，Kalshi 是 Paradigm 支持的预测市场； 15. WOO X 遭攻击，损失逾 1200.00 万美元； 16. Bonk 生态的 #GP# 持续拉升，昨晚直接突破了6刀了，后续bonk台子收入稳定且走高的话，可以持续关注，因为每天都有回购 GP； 【行情分析】 比特币4小时级别到了震荡下沿位置，这也是短期重要的支撑位，所以这周重点要关注115000的位置能否有效守住，如果能守住，后续会持续拉升，如果守不住，还要向下继续验证，如果再向下的话，极端情况回到112000附近。 短期的调整不会影响下半年趋势走势，所以大家一定要坚定信心，btc eth，越跌就要越加仓，其他山寨要根据实际情况再决定，优先考虑龙头优质标的，优先考虑已经建立储备仓库的标的。 【风险提醒】 数字资产波动较大，风险极高，请谨慎参与，杜绝满仓梭哈，拒绝贷款杠杆；

7.22梭哈晨报： 心心念念的山寨季，似乎在慢慢发生，毕竟最大的山寨ETH表演的挺好的。 1. $BTC 继续震荡行情，继续保持在117000附近震荡，给足山寨机会； 2. $ETH 受到美股ETH财库的影响，SBET等都在回调，影响到了突破4000，但是等收购继续，很快会突破； 3. $SOL 表现开始强势起来了，距离再次站上200近在咫尺了，链上活动和造富效应也在慢慢复苏； 4.Tornado Cash 联合创始人 Roman Storm 的审判受到动摇，辩方因证人证词而考虑申请流审； 5.Ether Machine 拟借壳上市，计划持有逾 40 万枚 ETH； 现在都是想办法把ETH加入到资产负债表里，打包成清单； 6.FTX 清算团队申请延期处理偿付异议； 清算团队打算将占比82%的中国债权人调整为“限制地区”，吞没380M金额； 7.Robinhood CEO：将坚持推进代币化股票计划； 8.Strategy 拟发行 5,000,000 股 STRC 永久优先股，用于增持 Bitcoin； $MSTR 继续募资加仓，Ponzi继续转起来？ 9.GameSquare 将加密资产授权提升至 2.50 亿美元，启动以太坊和 NFT 收益策略； 10.美联储主席 Jerome Powell 被指两次作伪证，众议员提请刑事移交； 现在开始zzph鲍威尔了？ 11.Mercurity Fintech将在Solana Ventures的支持下，建立 2.00 亿美元的SOL资金库； 感觉炒作完ETH就要来SOL了； 12.Polymarket 计划通过收购衍生品交易所 QCEX 重新进入美国； 13.ETHENA 宣布 3.60 亿美元“StablecoinX”PIPE 交易，基金会启动 2.60 亿美元回购； $ENA 这个老鼠仓挺多的，拉完后框框砸； ------------ 很多人在说，行情都走到NFT这一步了，可能就是要结束了，但是这种倒推回去是真的还是假的不得而知，毕竟都是先入为主的概念。 继续勇敢追高吧，拉盘的项目追高都还挺不错的收益。 #BITCOIN# #Ethereum# #Solana# #Crypto# #NFTs#

7.22梭哈晨报： 心心念念的山寨季，似乎在慢慢发生，毕竟最大的山寨ETH表演的挺好的。 1. $BTC 继续震荡行情，继续保持在117000附近震荡，给足山寨机会； 2. $ETH 受到美股ETH财库的影响，SBET等都在回调，影响到了突破4000，但是等收购继续，很快会突破； 3. $SOL 表现开始强势起来了，距离再次站上200近在咫尺了，链上活动和造富效应也在慢慢复苏； 4.Tornado Cash 联合创始人 Roman Storm 的审判受到动摇，辩方因证人证词而考虑申请流审； 5.Ether Machine 拟借壳上市，计划持有逾 40 万枚 ETH； 现在都是想办法把ETH加入到资产负债表里，打包成清单； 6.FTX 清算团队申请延期处理偿付异议； 清算团队打算将占比82%的中国债权人调整为“限制地区”，吞没380M金额； 7.Robinhood CEO：将坚持推进代币化股票计划； 8.Strategy 拟发行 5,000,000 股 STRC 永久优先股，用于增持 Bitcoin； $MSTR 继续募资加仓，Ponzi继续转起来？ 9.GameSquare 将加密资产授权提升至 2.50 亿美元，启动以太坊和 NFT 收益策略； 10.美联储主席 Jerome Powell 被指两次作伪证，众议员提请刑事移交； 现在开始zzph鲍威尔了？ 11.Mercurity Fintech将在Solana Ventures的支持下，建立 2.00 亿美元的SOL资金库； 感觉炒作完ETH就要来SOL了； 12.Polymarket 计划通过收购衍生品交易所 QCEX 重新进入美国； 13.ETHENA 宣布 3.60 亿美元“StablecoinX”PIPE 交易，基金会启动 2.60 亿美元回购； $ENA 这个老鼠仓挺多的，拉完后框框砸； ------------ 很多人在说，行情都走到NFT这一步了，可能就是要结束了，但是这种倒推回去是真的还是假的不得而知，毕竟都是先入为主的概念。 继续勇敢追高吧，拉盘的项目追高都还挺不错的收益。 #BITCOIN# #Ethereum# #Solana# #Crypto# #NFTs#

🧐币安 Alpha 爆款 MapleStory Universe & $NXPC 研报：Web3 游戏的冒险岛，能否掀起链游新热潮？ 作为 #Binance# Alpha 目前单笔空投最大的一个项目： 单个账户拿到了 Alpha 空投和 BNB Holder 空投加起来超过一千美金，简直爽歪歪：好久没有这么大的猪脚饭； 作为 BN 后面的重点，大家一定要关注多花时间去研究， 观察币安近半年布局，Alpha 可能不是奖励系统，而是币安构建未来金融+身份+平台信用的方式，他是币安第一次系统性构建“用户忠诚度+行为激励模型”的实验田； 这不仅是空投，而是 Binance 在构建基于自己生态的自己的用户积分体系； 所以我经常和朋友说：你不是在刷积分，你是在占位 Web3 中央银行发行信用的前排。 了解入口：https://t.co/s9MwWJYHTA 币安分析：https://t.co/BzNIYB07LY 然后我们谈回来 $NXPC 因为 Alpha 活动吸引了大量的目光，这些其他项目也是看得到的，未来目都会希望能够和币安达成这样合作； 然后我门一起分析下为什么 @MaplestoryU $NXPC 能够达成目前的成就—— 1️⃣项目概述：冒险岛的 Web3 重生，承载一代人的情怀与野心： $NXPC 的走红除了价格之外，主要是因为这不仅仅是一款游戏，而是一个承载着无数玩家童年回忆的冒险岛（MapleStory）IP 在 Web3 世界的全新篇章。 想象一下，一个有着 20 年历史、全球超 2.6 亿玩家的经典 MMORPG，如今摇身一变，成了一个基于 Avalanche 子网的 Layer 1 区块链生态系统。 这背后是韩国游戏巨头 Nexon 斥资 1 亿美元的豪赌，试图用区块链技术重新定义游戏的未来。 为增强 RX，MSU 引入了 NFT、NXPC 与 NESO 三位一体的链上通证机制—— 我们都知道链游最大的问题是“可持续性”——如何避免 GameFi 变 Ponzi？ MSU 的核心机制其实是围绕“RX = Utility + Rarity”这个概念来设计经济模型： 1）所有链上资产（装备/材料）都以 NFT 形式存在，可用于多款 MSU 游戏。 2）NXPC 是生态通证，用于兑换/销毁 NFT、参与治理、进入更高阶游戏区域。 3）NESO 是消耗型代币，更偏向于游戏内部的交易媒介和活跃度奖励。 游戏内道具将以 NFT 形式发行，具备跨应用的可用性与稀缺性，玩家可通过 NXPC 进行兑换、回收、参与生态治理。此外，NESO 作为链内各类应用场景的基础货币，广泛用于奖励、交易和高阶内容解锁。 MapleStory Universe @MaplestoryU $NXPC 是这个宇宙的治理代币，总量 10 亿枚，与游戏内流通代币 NESO 形成双代币体系，1:1 固定兑换，既保证了经济稳定性，又让玩家能无缝参与生态治理和游戏内交易。 作为一个 90 后，我记得小时候攒零花钱去网吧打冒险岛的日子，如今看到这个 IP 带着 Web3 的翅膀重生，内心既激动又期待—— 这不仅是一场技术革命，更是一场情怀的延续。但问题是，它真的能飞起来吗？ 在 Web3 世界中，情怀不再只是回忆，而是可以上链的资产。当 Nexon 宣布将经典 MMORPG《冒险岛》引入区块链，打造 MapleStory Universe（简称 MSU）时，这不仅是一次技术升级，更是一次叙事革命。 这就是 MapleStory Universe（MSU）的底层叙事逻辑： 它不是从 Web3 去创造游戏，而是从游戏去延展 Web3。$NXPC，也不是一个速通的投机代币，而是一次情绪资本的金融化尝试。 $NXPC 不仅是一个代币，更是连接过去与未来的桥梁。 2️⃣项目优势：情怀与创新的完美结合： 1. 强大的 IP 背书与用户基础 依托 Nexon 旗下运营超20年的《冒险岛》IP，累计用户超 2.5 亿、历史营收超 50 亿美金，拥有极强的品牌信任与代际用户粘性，为 Web3 落地提供天然流量入口。 2. 独创的 RX 模型 项目围绕“Reward Experience（RX）”重塑链游价值逻辑，通过“实用性（Utility）+ 稀有性（Rarity）”双维设计，构建出长期可持续的游戏动力系统，提升资产获得的满足感与成就感。 3. 完善的经济模型 引入 NFT（资产承载）、NXPC（兑换与流通核心）、NESO（通用代币）三位一体的经济模型，支持资产可跨应用流通、贡献激励与价值回收，打通从“产出—交易—销毁”的完整路径。 4. 技术与资金支持 已于 Avalanche 构建专属子网，计划于2024年底上线 PC 端 MMORPG《MapleStory N》，并由 Nexon 设立 1 亿美元 Web3 基金扶持开发者生态，推动 UGC 与链上互动繁荣。 5. 成熟的反外挂系统与经济稳定机制 借助20年运营经验与超千万封号记录，MapleStory 拥有业内领先的反外挂与稀有度调控机制，有助于防止链游通胀与价值崩塌，为 RX 设计保驾护航。 3️⃣未来前景：$NXPC 能成为链游赛道的下一个王者吗？ 老实讲，它不会是那种短期炒币能拉几十倍的“新瓶装旧酒”项目。你要指望它三天五天内给你爆拉 20 倍，建议看别的 meme。 $NXPC 更像是一个“Web2 IP 链改标的”：IP/流量/情绪在 Web2，叙事与资产流动性在 Web3。 它的价值不靠空投，不靠 L2 装X，而是靠内容、玩法、社区与时间换取的信任。 我们还需要看他未来的发展趋势—— 首先 Nexon 本身是韩国巨头，背后还有 Avalanche 专属子网支持，链上交互不靠公链拥堵，他们还推出了 1 亿美金 Web3 游戏基金，背后是要“扶生态”而不是“拉币价”。 即将上线的 MapleStory N（2024 Q4），将是 MSU 真正爆发的第一场战役。 1）看好的理由：潜力无限，Web3 游戏的破局者： MapleStory Universe 就像 Web3 游戏赛道的一匹黑马，带着满满的诚意和野心杀入战场。 它不仅有顶级 IP 和大厂背书，还有清晰的代币经济模型和创新的 NFT 机制。更重要的是，Nexon 正在用实际行动拉近 Web2 和 Web3 的距离—— 比如通过 Token Comics 简化区块链概念，帮助传统玩家无痛上手。如果 MapleStory N 能延续冒险岛的沉浸式玩法，同时保持经济系统的透明性和公平性（比如实时公开奖励数据），它完全有可能成为链游领域的标杆，把数百万 Web2 玩家带进 crypto 世界。 再看技术层面，基于 Avalanche 子网的底层架构让 MapleStory Universe 具备了高扩展性和低成本的优势，这在链游大规模普及时至关重要。 而且，Nexon 的全球化运营经验也意味着这个项目不会局限于亚洲市场，而是有能力辐射全球，吸引更广泛的用户群体。如果一切顺利，$NXPC 不只是一个游戏代币，而是连接游戏和区块链的桥梁，玩家手中的每一枚代币，都可能成为未来数字经济的通行证。 2）风险与挑战：Web3 游戏的老难题： 但链游赛道从来不是一片坦途。 Axie Infinity 的前车之鉴还历历在目—— 早期靠“Play-to-Earn”吸引了无数玩家，但投机热潮退去后，经济模型失衡，玩家流失严重。MapleStory Universe 目前还处于公测阶段，玩家留存率和经济系统的稳定性尚未经过市场考验。 如果游戏过于依赖空投和奖励吸引用户，却忽略了核心玩法的新鲜感和趣味性， $NXPC 的价值可能很快就会被市场冷落。 另外，$NXPC 的价格走势也让人有些担忧。上市初期突破 3.6 美元，FDV 达到 30 亿美元，但目前流通量仅 16.37%，后续的代币释放压力不容小觑。 Web3 游戏赛道虽然有 Gala Games、The Sandbox 这样的头部项目，但整体叙事和技术突破并不多，单靠冒险岛 IP 拉动价格到这个区间，显得有些过于乐观。Nexon 需要证明，MapleStory Universe 不只是“蹭热点”的链游，而是能真正改变游戏规则的生态。 3）我的思考：情怀与创新的碰撞，值得一搏： 作为一个既玩过冒险岛又混迹 Web3 圈的人，我对 $NXPC 的感情是复杂的。一方面，我无比期待看到这个承载我童年回忆的 IP，在区块链世界里焕发新生； 另一方面，我也担心它会步其他链游的后尘，昙花一现。但从目前披露的信息来看，Nexon 的诚意和执行力让我愿意给它一个机会。 MapleStory Universe 不是单纯的“打金游戏”，而是一个有深度、有温度的创作者经济生态。如果它能平衡好投机与游戏性，$NXPC 或许真能成为链游赛道的下一个爆点。 结语—— MapleStory 不只是游戏，它是很多人青春的一部分。 当它接入链、赋予资产所有权、构建跨游戏的 NFT 使用权时，它在做的，其实是一个跨代用户情绪资产的“再金融化”。 这是 Web3 最稀缺的东西：真实用户 + 情绪记忆 + 内容复用。 说到底，链只是工具，情怀才是护城河。那些还在炒 meme 和羊毛的人，也许该认真看看 $NXPC 背后这场真正的链游革命。 不是所有链游都有未来，但 MSU 可能是少数几个“活下去”的， $NXPC 不仅是一个代币，更是连接过去与未来的桥梁。在 Web3 的世界里，情怀不再只是回忆，而是可以上链的资产。

之前都在卷 @KaitoAI 好了现在又来了个 @SuiNetwork 上的类似 kaito的项目。@GiveRep 感觉也可以玩玩，有挺多项目上线活动奖励的往下看⬇️！ GiveRep，它是构建在 SUI 区块链上的 SocialFi 协议，专注于一件事：把在 X（Twitter）上的社交行为转化为链上的声誉资产 $REP 。 之前我们发帖、转发、点赞，社交媒体上的活跃度基本全都归平台所有，用户啥也得不到，但 GiveRep 把这个逻辑反过来：在链下的互动变成链上的声誉分，用 $REP 作为指标，不仅代表你对 Web3 的贡献，还可能决定你是否能参与空投、获取激励、解锁权限，甚至作为链上身份的通行证。 不像那些靠粉丝数说话的中心化影响力模型，GiveRep 是通过链上数据说话。你评论了什么、参与了什么、有没有发声，都会被追踪并转化为 $REP 。门槛没有那么高！它让每一个普通用户都能参与进来！ 他们已经跟@sui_glitch、 @ikadotxyz @ATTNtoken @astros_ag @nemoprotocol @nexaxyz @Official_NODO @PonzichuOnSui @Suigar_com @zen_frogs 等等项目合作，只要在这些项目的推文下互动、发原创内容，就能拿到积分，后面开始对这些项目开启跟踪模式卷一下。搞搞身份、拿空投、早鸟权益全都有可能从内容中来。 另外他们有个实时更新的排行榜页面，社区氛围挺活跃的。重点是，他们不按钱包余额发空投，而是根据 $REP 排名和活跃度发——这就意味着真正做贡献的人能拿到应得的奖励，而不是被羊毛党刷爆。 参与门槛几乎为零： 直接上https://t.co/drayqRY4XW，用 X（Twitter）账号登录； 持续关注 Web3 项目动态，参与有任务的评论、转发、写推；积累 $REP ，定期看看排行榜情况 GiveRep 是一个值得试试的起点。没事写写就完了！

今天 @boopdotfun 上跑出来的新币 $Pork 不知不觉已经速通8M了。 $Pork 的背景我们上个月聊过，是tiktok上一个很火的meme（https://t.co/sK0p7Wh8DA）。当时炒作的ticker是他的死对头 $TIM 。最高跑到了5M。 这次boop上发射的 $Pork dev是velo团队的@zoomerfied。Velo本身是一个类似知名度非常高的交易所数据分析工具。 当然抛开dev的背景不谈，最近也有不少大V公式化发币来白嫖空投。也因此有些KOL宁可不领空投也不愿意发币，点赞 @0xSunNFT ，@hellosuoha。 这次 $Pork 选择的题材终于是大家有认知的一个meme，特别是给西方的玩家一个来boop玩的理由。反观之前boop上跑出的meme，什么boopa，boob，poob，dooq全家桶，没有什么meme的感觉，最后的走势自然回归到了pvp盘的样子。 这次 $Pork 做了一个很好的样板，做launchpad不仅仅是要有ponzi的机制，做市商的拉盘，还要从群众中来到群众中去，找到真正有生命力的meme题材 @dingalingts

继续碎碎念3.0 很多东西需要一个人静下心来想，但是还有一些东西需要交流出来。 这或许就是我喜欢当一个“倾听者”外加“交流者”的一个原因吧。 ----------- 与价值无关，纯粹的“投机” 很多人最近都在思考“价值与否”还有是否进行“价值投资”等等东西。 这个其实无怪乎行情，任何时候都有人在思考，毕竟crypto圈子或者说web3圈子和cx圈的“门禁”似乎并不严格。 价格高不一定有价值，有价值不一定价格高。 对于整个圈子而言，大多数人在其中炒的是价格而不是价值，所以其实有没有价值似乎不太重要。 只有当价格无法上涨的时候，大家开始深思价值的问题。 其实至少在目前而言，绝大多数的token都是“电子盘”而已，本身就毫无价值，更别提有的甚至连价格都没了。 曾经对于pow的依托在于电费管理费之流，后面对于pos的依托似乎就是“无限通胀”毫无依托。 更别提绝大多数的“token”只能参加“治理”，甚至只是“投投票”，想要真正的权利，把项目买去吧😭。 认清楚现实，绝大多数的crypto/web3的项目，只是画饼给你吃而已，人家传统AI项目募资100B做的事情，crypto只要fair launch就能做成功，到底是你傻还是我傻？ 所以其实大家都知道有没有价值，只是在“博弈”或者说纯粹的“博傻”，明摆着会有人IQ低真信了，都是抄泡沫，谁又比谁高贵呢？ 有价值的东西，稳定币，DeFi等等，都是上上一轮的东西，没人玩了，你要做成Ponzi倒是有人玩，但是赚钱太不干脆了。 ---------- 谁又比谁更高贵？ 这个圈子最有魅力的就是“不确定性”。 你永远不知道过两天： 这个p小将会不会成为p元帅； 这个屌丝项目方会不会成为天王级项目方； 这个合约归零怪会不会成为二级大师； 所以你永远可以相信自己可能会成为xxxxx，不用拘泥于现状。 至少我知道的，现在圈内很多挺有趣的“人才”，之前都是跟着现在他们的小弟混的，当年混的多惨，现在就混的多好。 所以“莫欺少年穷”这个话真的在这个圈子能成为“经典名言”。 不需要在意任何人的眼光，安心走自己的路，坚定走自己的路，迟早能发现要么路走歪了，要么就该发光发亮了。 出门在外“身份都是自己给的”，所以大胆在网上“嗨”，这个kol真的没那么难。 这个圈子，你吹的越大，流量越大，正循环起来了，感觉都没看过故事会，一个比一个离谱的故事，越多人传阅； ----------- 做事的项目永远比做市的项目难 见过那么多项目方，听过那么多的故事。 你最怕的就是项目方给你说：兄弟们，我们在做事，我们有产品，等被人价值发现，就起飞； 最希望听到的是项目方给你说：兄弟，我们有做市团队，我们在做市，行情一来就启动； 很多情况下项目方不是不明白大家需要的是：币价拉升，而不是做的事情落地成功。 但是他没有办法很接地气的给大家说，我想拉盘，我觉得价格低，我们来想办法怎么拉盘。 大多数的项目方拿了机构的投资其实都成了负债，但是债多不压身，不能觉得一定会让机构回本，毕竟机构可能还可以退款😭。 很多做事的项目方很迷信自己做的东西，觉得自己“宇宙第一牛逼”，实质上可能就是一个“粘贴复制”搞定的东西。 想明白自己做的东西，透过现象看本质，都来crypto圈了，如果你真的做学术早干嘛去了，来这就是“搞钱”一切的背后都是为了“搞钱来的”，所以怎么做市画K线才是真正的做事。 毕竟手握“投资款”，想做点东西还是比“韭菜简单”不少的。 希望项目方都是为了来赚钱，不是为了“收割三瓜两枣”的投资款，安心做市吧。 --------- 一次成功=次次成功=永远成功 这个真的是crypto圈子或者说“虚拟经济”里最重要的一个板块，很多人都觉得一次成功=次次成功。 就好比以前vc考察创业者的过往经历，如果履历很优秀，那么就判断这个人可以成功，就这么简单。 所以如果在圈子内立足，一定要有一个“成功案例”，这样你可以说“一辈子”，甚至会因为这个带来接下来的“成功案例”。 这就好像为什么会有人“永赚”，就是在“潜移默化”的给你传输“我是成功人士，我永远成功”一个道理。 只是到最后被玩坏了，明显所有人都亏钱的还说赚钱，最终把“永赚博主”玩成了“假面博主”一样的意思了。 所以首要的是先获得“一次成功”。 只需要“粘贴复制”就行了，成功很简单，就和呼吸一样，形成习惯就行了。 ---------- 这一轮流量变现具像化 很多人喜欢低调赚钱高调做事，但是币圈不一样，喜欢高调赚钱低调做事。 是因为圈子不一样吗，实质上还是为了吸引流量。 说实话，这一轮和上一轮完完全全的不太一样， 上一轮大家都是靠着本事赚钱，这一轮太多是靠着流量赚钱。 上一轮大家赚几十上百M的人低调的你甚至以为这个逼会有钱？ 这一轮大家赚几M十几M的人，你甚至以为他就是项目方。 流量的好处随处可见，但是坏处目前还没开始反噬。 流量的变现具现化了，可以成为勾兑项目的利器，可以成为威胁的把柄，可以成为收入的提款机等等。 有点像是“筑梦演艺圈”的感觉了，“流量具现化”成了具体的事物。 所以未来会有越来越多为了“流量不择手段”的事情出现，并且会有越来越多会“营销天才”进场，毕竟这个圈子的钱比其他圈子的钱好赚一点； ---------- 期待不一样的东西 在圈内玩了这么多年，一直是没发现主旋律或者说主旋律一直没变，除了btc其他都是shitcoin，甚至可能到最后bitcoin也是shitcoin的一个环节。 无论是长期持有什么赌性都足够的大，这个圈子永远都是“博彩性质”远高于“投资性质”，所以你永远见到的都是做“菠菜属性”的东西收益最高，这和真实的世界是不尽相同的。 没那么难吧，到底有什么真正落地的，然后还是必须应用到crytpo的，才是当下需要考虑的事情。 期待点不一样吧。

Lessons To My Future Bull Market Self: This is partly to keep me accountable during bull market euphoria and also serves as a guide for those coming into the markets for their first cycle. I’d be extremely impressed if you managed to “make it” the first time and even more impressed if you managed to keep it. The former isn’t even the hard part. It is very much the latter. A blind Bored Ape Yacht Club member could make money in a roaring bull market. This is why many enter the markets for the first time and throw money at something they saw on Twitter, hear from a colleague or (the best one) get shilled by their Uber driver and convince themselves they have cracked the markets. Stuff goes up because more money flows into the system. The opposite is also true. Hence the past 2 years of pain. Your mission, if you choose to accept it… is to bet on the fastest and fittest horses in the race. This way you don’t miss an opportunity of a lifetime sat holding some worthless piece of shit whilst the rest of the people around you are making serious dough. There are plenty of ways to get to that arbitrary number that you think will help you achieve eternal happiness. Whether it will or not is a different matter. The following are some of the most important points that I have sat and stewed over which I think were at times the parts I personally went wrong in the last cycle, primarily. 2017 was just a blur. I didn’t have a clue what I was doing if I am honest. If you check the residuals in my Coinbase account it would be very embarrassing indeed. The last cycle was infinitely better from a performance perspective. That being said, in hindsight, there were still so many stupid and silly mistakes that either stunted my portfolio growth or cost me a small fortune in losses. Let’s get to it. Disclaimer: If you are not mature enough to read this and take responsibility for your own actions in the markets please just stop reading. There are probs a few things I have missed that I will add on as time goes by and I get a brain zap and remember. This is not financial advice, I am extremely stupid. You will lose all your money listening to me Stay Curious and Try Shit - Funnily enough, I think this applies more to people who may be on their second or third cycle. Naturally, when you come into the markets for the first time, all you want to do is digest information and buy shit. The further down the rabbit hole you go the more likely you are to find something early. The reinforcement of making great returns from being early encourages you to continue your exploration of the crypto/on-chain world. Always maintain this edge of being one of the first to try shit out. You never know when you will stumble upon something great. As a bull cycle goes on the edge in the markets tends to erode due to increased competition both on a capital and skill front. People will outwork and outsmart you and there’s always someone with more capital around the corner. Edge can be reestablished by trying shit early and deciding for yourself whether it has something about it. There were many different times last cycle that you could have picked up assets before the masses just by trying the protocol and seeing for yourself. Never leave it down to someone else to tell you. They can’t and won’t do it for you. It has happened recently with Solana. The masses tell you one thing when in reality it is the other. This results in the majority of the market being offside on something that clearly has a lot going for it. Stay curious and try shit. Don’t Chase Yield - If you are new to this market, DO NOT try and chase yield. You do not need to earn 20% on a position less than $200,000 (minimum). There are going to be plenty of times when you are drawn in by a very tasty yield on stable assets. There are also going to be plenty of times when you are drawn in by ridiculous APRs. You’re probably going to provide liquidity on a DEX and get rekt there too. The long and short of it is this. You do not need to concern yourself with earning yield when you don’t have a worthwhile portfolio size. Why earn 20% on stable(ish) assets when you could have liquid capital and earn much more than that, oftentimes in one day (if you choose correctly)? The additional complexity, counterparty risk and smart contract risk are categorically not worth it at this stage. If you play the farm and dump game with new ponzis that come online, please do not even entertain for one second that you should purchase the token that everyone is farming. There are bigger fish with more capital and experience that know how to play these games to a tee. You will be bait. I’d even go as far as saying if this is your first or second time around just buy tokens and don’t do anything else with them (other than sell of course). Maybe there are a few exceptions: Holding an LST like stETH, rETH, swETH or pxETH over ETH if you have a long-term view (again, not really for everyone). Staking a token to match inflation i.e. SOL (in this case use the most lindy SOL LST stSOL or mSOL). If TIME makes a comeback and we go full ponzi season and run it back turbo Don’t chase yield, it doesn’t make sense until you make it. Let Others Drink the Kool-Aid - I was definitely caught sipping from the communal ponzi Kool-Aid fountain a few times last cycle. It’s quite funny because you know deep down that there is something cult-like about certain founders, communities and tokens but at the time everyone is printing money so nobody cares. It always ends up in tears, literally every time. That being said, when you see a ponzi cult that has a founder that people would jump off a bridge for, just buy it. These folks never tend to realise they’ve been dumped or that they in fact were in a cult until it’s too late. The beauty of this (for you; an awakened market participant) is that people tend to wrap their whole online personality up in, said cult and when you are selling they are writing 40 Tweet threads about why the recent fud is unjustified. Let them be the exit liquidity they desire to be. TLDR; Scams pump the hardest, Let others drink the Kool-Aid. Position Sizing - I was too small on the way up and too large on the way down at times. This ain’t good. Larger more concentrated bets on less volatile yet sure-fire wins whilst rotating proportions into higher-beta assets to make more of the underlying position is my typical play. Be wary of liquidity, particularly for on-chain assets. You may get away with poorly timed entries in a bull market but if liquidity thins out you get screwed entering a position and also screwed exiting a position. If they have a buy-and-sell tax which is more popular now, then you get screwed again. I don’t really have much more to say on this one other than pick your poison (which I already have) and don’t fuck up the remainder of your portfolio oversizing into lower conviction plays, undoing the great entry on the large position. If you can’t outperform BTC, ETH and maybe even SOL this cycle. Just buy those and forget about it until McDonald’s puts the minimum wage up to $50 an hour because all their workers got paper rich and left, again. I can’t reiterate the above enough, if you aren’t serious about this and you don’t have the time don’t bother. Just keep it simple. Shitcoins are Generally Good - First, we should define a shitcoin. In my opinion, anything that is purely created for speculation. The irony is that 99.99% of the market are shitcoins but some projects are more honest about it than others. You are gonna lose a fuck tonne of money playing the shitcoin markets. You also stand the chance of making large amounts of capital very quickly, which if you are smart, you can then play the games mentioned above. I can’t stress the fact that you can go completely flat-ass broke trading shitcoins not knowing what you are doing. These trenches are well-trodden by professionals who have more capital, more experience and more information than you. They haven’t stopped all bear market, they are fucking born ready for the next PEPE or SHIB. What is your edge? The chances of you buying a shitcoin out of pure luck that goes on to make you serious money is slim to fuck-all. There are thousands of complete rugs launched Every. Single. Day. Learn the trade if you must, sniff out the good accounts to follow and get ready to have sleepless nights and to start spamming the group family message with /wen_marketing, because this shit will take over your life. If this isn’t for you stick to the point above BTC, ETH and SOL. If you are a born fucking nugget degenerate then see “Position Sizing”. If you don’t get it, buy it - I am becoming a lot better at this next point but still struggle. A lot of the time because I struggle to think like an absolute fucking moron. But, you must be the idiot. Eat, sleep and think like an idiot, if you are to catch the almighty pump led by redacted coins. I know I would have missed the Stepn seed round. Move to earn, like what?! GTFO. I knew better, I was investing in the future of financial technologies. All the while it went 1000x and I had 0 position. Come to think of it move to earn was such an easy sell for the rest of the world outside of the echo chamber of CT. I just didn’t get it at the time and I paid the price. Never again. If you have a visceral reaction to something good or bad, investigate it more, there is probably something there. After all we are emotional beings and charts are just human emotions expressed in candle sticks… I think RT taught me that one. Write, write, write - This is simple. Writing is the fastest way to growthhack your understanding of anything. You have to check your own understanding of things before you publish them or you look like a tit. Just write and do it even if you aren’t going to publish, it helps clear your mind and structure your thoughts. Stay Healthy - I got fat as fuck during the bull market. More money, more time spent sitting at the desk. DO NOT DO IT. You need to train as you would for anything. Staying fit and healthy is a way to perform better. You Can’t Own Everything - There will be unlimited shiny objects during a bull market. You can own them all but you will not perform well. Do your research, get the best entry you can get and let the thesis play out. If you are wrong, you will know a lot sooner in a bull market. Over-diversification is terrible if you are looking to grow the portfolio quickly and well. You can’t physically manage all those positions as much as you would like to think so. There is also no way you know all the bull and bear cases for each token you hold too. If you do, then come work for us at blocmates because that is impressive. The crypto markets are so reflexive that it makes no sense to be over-allocated across too many assets. Winners can often move alone but the full market pulls back together. Get conviction and stop being a little bitch. Break your bags - This stems from the point above. You best know the bear argument for your position because if it begins to come true then you need to exit and move on. If there is no bear argument for your position then congrats you have joined a cult. Supply Dynamics are Everything - Tokenization is such a difficult dynamic to wrap your head around if you are just starting out. But, know this... You best be aware of large token unlocks, who is getting unlocked, the inflation schedule for the tokens you hold and what the supply of your token will be 12 months from now. If you do not know this, then you should not own a token. If you think you can simply beat the market because some 1920’s data said that HODL outperforms, then you are my exit liquidity, thank you. Token supply increases in crypto are absolutely brutal. Large unlocks and cliffs can increase a token supply by 2x overnight. Many tokens from the last cycle will not reach their previous ATH because of the drastic increase in supply. They might hit their market cap ATH but the price could still be lightyears away. Choose wisely. The flip side of this is that a lot of OG tokens from the early DeFi summer days are nearing complete unlocks so no additional supply is left to come onto the market. This is as close to fair pricing as you are going to get. I am not revealing what these are you will have to subscribe to The Meal Deal once it goes live. “Just One More 2x” - If you are in the fortunate position where you say to yourself “Just one more 2x” or if you begin to look at your dream home, just sell everything right that moment. A portfolio ATH is always a good time to take some of the more fruity positions off. If you are thinking it, others are too, you are not special and you are not a market outlier. Do yourself a favour, and secure the bag. Don’t Paperhand Bear Market Entries - If you have just been through the past two years and hated every minute of it but you stuck to the plan and bought as much of a specific asset as possible, the worst thing you can do is sell it early trying to chase other people’s winners. Put it in cold storage out of the way so you aren’t tempted to even “take a bit off and buy back lower”. If you are talented then yeah go for it, most aren’t. Other tips not worth writing a lot about: - Use a DEX and birdge aggregator to make sure you are getting the best price - Always use a Ledger - Check DeFi llama directory to find the correct URL of a site. If that faults go to their Twitter and verify. - Get authenticator 2FA. Get off of your phone number for security backup. - Find your crew, you can’t be everywhere. - Make your own decisions If you enjoyed this then please consider subscribing to The blocmates Newsletter which covers a lot of our thoughts on the market, every Friday! Link - https://t.co/B3KNx1TkNz We also talk to a lot of projects, founders, builders, traders and investors about this kind of thing on our podcast which is also linked below 📺 - https://t.co/QOqnROq9d9

经历昨天的Bybit事件，更让我意识到区中心化Dex的重要。 建议梭哈Perp dex这个赛道，减少没有Ponit空投预期的Cex交易额。将交易迁移到没发币的Dex和Bp这种要发币的Cex上。 天天谈这个赛道，那个赛道，有意义？ 我只会毕其功于一役，梭哈。

对Babylon $baby 这个项目情感上很复杂 我一直觉得原链质押这个事情是走得通的 相比起在圈内套娃 BTCFI + RWAFI 的组合其实可以相当破圈+pongzi 举个例子 btc原链质押产生稳定币然后买入美债然后再质押出稳定币二号然后进行defi 套娃 这就是直接让大饼成为多重生息资产 但是目前看空投几乎人人亏钱的影响也不小 要不考虑先把我说的极致套娃跑起来吧

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Estas son las cartas escritas a mano de los chicos que se están exhibiendo en el evento del FESTA 💌 (a medida que saquen las traducciones de los demás, los iré poniendo aquí ⬇️) ~ Hobi: 🐿️ :¿Cómo te ha ido mientras tanto? ¿Has estado comiendo bien? ¿Has dormido bien? ¿En qué has estado estos días? ¿Ha estado bien la vida sin nosotros? ¿Qué cosas quieres decir cuando nos veas? Honestamente, ¿hiciste trampa o no~? ¿Llevaste a Sunjae en tu espalda y corriste o no~?* (haciendo referencia al kdrama "Lovely Runner")