这下真的全员 AI 时代了，@binance Agent ID 在 10 月 20 日开放领取截至今天，不到一周的时间已经注册了10w+个。🐂🐂 最近推上关于 skills 的帖子也很多，Claude、Codex、OpenClaw Grokbot 等，随便哪一个都能轻易上手，哪怕是完全不懂的编程小白 Four、Flap 这些台子也都在为 Agent 钱包造盘子，吸引资金，虽说暂时。还需要期待着😅，跑出来的项目出了咱们上次写的 @Ptahtrade 还有 @gangdotfun 不过天花板还没打开，一个3M，一个4M。 目前我的感觉是，工具这一侧已经很成熟，项目这边还是在不停的交作业。相信还有很多好机会等我们上车，等一个天才dev。 P.S. 有个免费 mint 的可以参与， mint 之后每天发带 #ProofOfAgent# + （你的Agent号的帖，当天 04:44 UTC 从发帖的卡里抽 500 个直接中奖空投，价值37-50u左右，知道你们手上都 100+ 个号，中奖了别忘了V50 🙋‍

前阵子很火的 NFT ， @jackbutcher 的新作品 Credits 要发币了，目前NFT地板在0.03e左右 不过不是每张 NFT 直接空投代币，路径大概是：Credit → Statement → $BALANCE 🔸每张 Credit 都有一个固定的信用评分，稀有度越高，评分越高； 🔸80 张 Credits 可以烧成 1 张 Statement，Statement 的总评分由这 80 张 Credit 累加而来； 🔸再把 Statement 永久锁定，就能按评分 1:1 兑换成可拆分、可流通的 $BALANCE。 比如一张 Statement 总评分是 3 万，对应就会释放 3 万枚 $BALANCE。所以每张 Credit 对应多少潜在 $BALANCE，核心就看它的稀有度，可以在这里看NFT对应的代币数量： 指路os： 先蹲一下 ca、兑换入口

昨天提解锁纯属赶巧了，今天直接跌麻了😭 山寨这流动性是真的拉，服了。 bitcoin:native 还好，山寨杠杆触发了不少被动止损和强平。，过去24小时接近4.9亿美元的仓位被清算。 今天还有个 CPI 数据，大饼稳住就行，别再整幺蛾子了😭 二级一跌，链上就没啥好玩的了，一整个无聊住。这阶段还是搞点小资金的彩票机会吧，听说 BTC 生态最近挺热闹，求带飞！

主网最近行情火热，让我们理一下最近炒作的一些ca 主要是炒作 @VitalikButerin V神的《Snowmoon》里的小说宇宙概念，这是他直接放在个人域名上的 32 章小说，还用 GPL v3 开源，明确说别人可以改成电影、动画 $ZC 第一天出来很多个，现在跑出来最高市值的是12M这个：0x4e67db19044549ff420860834c91b45bad298722 @Stockereum 台子出来的，代码也放了 GitHub ，把 隐私转账 + 链上社交 + 烧币 做成一个 ZC 的使用场景 而 OG $zc 目前跌倒100k，普遍被认为和 Send 台子的 bug 有关。 $Snowmoon 是书名，目前好像只有send发射的 0xd305785d98f72868d047ce8d4cbaec6dcb6acccc 0xbb399b4a6557d44d58c626bce5346ad2f8fe9844 之前写过的 Xlayer 的宝拉昨天公牛 @bull_bnb CTO 也是一路冲到最高1.8M，拿住的和钻住的家人有福了🀄，昨天也带来一小波OK链行情，十几倍的新盘就好几个。

thoughts on Robinhood chain eco ON A MACRO LEVEL Robinhood chain didn't take off because it has superior tech otherwise Optimism, Arbitrum (which RH chain is built on), etc would be among the top EVMs today it took off because Robinhood is one of the world's most significant retail trading platforms, with tens of millions of users who are generally wealthier than the average CEX user cohort crypto participants have also long considered Robinhood the cream of the crop for exchange listings rumors of an incoming Robinhood listing have fueled some of the biggest memecoin/altcoin rallies in crypto history Robinhood's role in the $DOGE + $SHIB mania of 2021 only cemented that status now you have a Robinhood chain where people believe tokens launched there have a higher probability of eventually being listed on Robinhood that's an extremely powerful flywheel more devs launch on the chain more users buy on the chain more liquidity flows in and i think people counting out Robinhood chain are going to find out just how powerful this narrative can be in a proper bull run WHY THE RECENT WEAKNESS? 1. RH eco coins pumped giga hard a lot of RH eco coins simply needed a cooldown $PONS went from ~$30m to $960m+ in weeks before the bull run has even kicked off a ~50% correction after that kind of move is completely normal and can set the stage for another explosive leg same applies across the eco 2. Solana stepped up the Robinhood retail distribution narrative was a major catalyst but apathy and a lack of action from Solana for a while leading to the emergence of Robinhood chain also helped fuel the initial RH chain explosion that has changed Solana has stepped up and made it clear they remain a force to contend with this cycle with liquidity still relatively constrained, that naturally diverted some flows away from Robinhood chain but i don't think liquidity will stay constrained forever soon there should be enough liquidity to accommodate serious activity on BOTH Robinhood chain and Solana and of course BNB chain (i mean this goes without saying) 3. lack of follow through from Robinhood this is probably the easiest problem to fix if the biggest catalyst behind the chain was the Robinhood distribution channel, people will eventually lose interest if barely anything gets listed Robinhood listing $CASHCAT so early was bullish and helped spark the second wave of activity on the chain but they've listed almost nothing else from the ecosystem three months into launch that's a bad signal $PONS went from ~$30m to almost $1b, became a major driver of activity and at one point contributed ~50% of chain activity it's perhaps the most successful new launche of the past year in all of crypto yet it still hasn't been listed by Robinhood same with $AI it's the flagship token of Long, the second biggest launchpad on RH chain it's also a top-tier memecoin that brought significant attention to the chain during its run to $350m+ i don't own $AI, but i'm surprised it isn't on Robinhood from the outside, it's difficult to understand why $PONS and $AI haven't been listed yet and i'm not claiming to know Robinhood's internal listing criteria or regulatory considerations but the longer the biggest successes on the chain go without Robinhood distribution, the weaker the core ecosystem flywheel becomes if devs and users stop believing that building on Robinhood chain gives them a meaningful distribution advantage, some of the chain's biggest differentiators disappear and that's what contributed to momentum stalling alongside the other factors above the good news? this is the easiest problem to fix and i'd actually love to see Robinhood throw something much lower cap and more degen into the mix could be something like robinhood:0xe8ffd7e24187f72afb08d75b1bb13088a989a791 (the leading RH-native liquidity layer) or $BOW (the leading RH-native lending market) — could also be some other low cap, but i mentioned both since they have a strong narrative and justification, which likely attract even more builders/users to the chain that would create speculation that ANYTHING could get listed and that kind of uncertainty is exactly what fuels degeneracy it is very clear that @vladtenev has been strategic and calculated in how he's leading the chain he also has his ears on the ground and understands the trenches so i'm not particularly concerned about #3# over a long enough timeframe ABOUT THE HOOD SUMMIT i've seen people say the HOOD Summit was bearish for Robinhood chain because the RH eco didn't massively pump during or after the event i think that's missing the bigger picture a lot of people expected the Summit to be a catalyst for the next leg up that catalyst didn't come but what happened next is more interesting the RH eco held up there was no major 'sell the news' dump after an event with that much anticipation, that's significant the important signal to me is that the eco absorbed the event without breaking down that makes me think the recent weakness may have largely run its course i think the next leg up across Robinhood chain comes soon i don't know exactly when or what the catalyst will be maybe some Vlad Tenev wizardry + Robinhood listings maybe something completely unexpected TO CONCLUDE... a lot of people love Robinhood and their team has made a lot of the right moves so far they have a massive advantage through the Robinhood retail platform and they can weaponize that distribution advantage to drive sustained activity on their chain the Robinhood narrative only gets more powerful as the market and altcoins heat up i think the biggest question now is simply how aggressively Robinhood chooses to capitalize on the ecosystem it has created count out Robinhood chain at your own peril!

Hood Summit Day 1 總結 🎯 第一天的主題是「券商場」，重點不在 Robinhood Chain ，更多是在原先 Robinhood 的應用, 將開放哪些功能給散戶使用 主軸：將對沖基金那套工具，做成散戶能輕鬆使用的按鈕 圍繞著 Social、Agents、Perps、週末交易等功能 鏈上生態部分：最多 KOL 提及 “Just Keep Buying robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 ” 出現在簡報中，許多人懷疑是否官方有意扶持成為龍頭 ⚠️ 最大的意外在於美區合約底層不是市場原先押注的 $LIT 以下 10 個重點 1️⃣ 定位：對沖基金工具散戶化 2️⃣ Social 全量上線：持倉、已實現 PnL、配置都能驗證 3️⃣ 財報直播直接在播放器裡下單，聽會跟交易中間少一層摩擦 4️⃣ 美區 Crypto Perps 來了，底層是 Robinhood Derivatives + Bitstamp，不是 Lighter。$LIT 短線被砸 14–20% 📉 5️⃣ 提供 BTC/ETH 最高 10x，其餘 3x，年底前做到 1bp 6️⃣ 八個標的：$BTC $ETH $SOL $XRP $DOGE $ADA $LINK $HYPE，增量在美區合規盤，不在現有鏈上 perps 搶量 7️⃣ Agents 進 App，模型可選 OpenAI / Anthropic。15 萬+ 帳戶已經在用 agentic 流程，Loops、Agent Apps 將作為後續的插件層 8️⃣ 週末精選美股/ETF 走 Bruce ATS（另類交易系統），當前為「待核准」狀態，目標明年上線 9️⃣ 主動交易工具包：熱門標的選擇權時段時長增加 +35%（07:30–16:15）、盤中保證金 2x→4x、股票 OCO 10 月上；Cboe 財報 KPI 合約年底前免合約費 🔟 現場大螢幕出現 “Just Keep Buying robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 ” Hood Summit Day 2 值得關注的活動： 08:00 CT Vlad × Quirk 開場 09:00 Agents 實況 11:30 Hoffman × Bitstamp GM（昨天 $LIT 敘事最相關） 13:45 Cathie Wood 15:15 Tom Sosnoff 持續關注 @robinhoodeco_zh 帶給你最完整的 Robinhood Chain 生態解析, 一起跟我們淘金！🎯💰 交流群 Telegram 連結：

现在越来越多博主写了 XLayer ，以及官方举办持续进行的 Meme 激励、Rwa Meme 交易赛，链上的社区币 $IGNIX 市值不高走得还算稳，整体不算出彩但稳中向好吧。 早上链上又出了个 $宝拉 ，而且是 POPMTx 这种真正对应泡泡玛特的代币化股票，这个应该是 Xlayer 目前的特殊点了，目前别处都没有港股的币股链上配对，而且更符合自己风格，硬要 Xlayer 做个老外风格的东西现阶段很勉强 之前也多次暗示他们不会放弃币股这块。我觉得 X Layer 确实应该抓这块，不跟其他链卷美股映射，把自身的「港股币股」做成自己的独家叙事。 后面如果 X Layer 能把泡泡玛特、小米、腾讯这类港股资产的交易深度和可用性做起来，这条链的币股叙事才有机会留在自己生态里，有些有趣的中文 Ticker 也会很有空间