不出意外的 zkSync @zksync 官方在昨日12月7日宣布，计划在 2026 年正式退役zkSync Lite。 说辞原因是Lite 只是一个早期的概念验证，不支持智能合约，功能单一，现已完成历史使命。 建议：千万不要直接从 Lite 网络转账到交易所地址，否则资产可能会丢失。必须先提现到 ETH 主网，再充值进交易所 方法： 打开 选择 Transfer →Transfer to Ethereum 大约Fee: 0.0000466 ETH ~$0.19可以✅到主网。 多号批量查询可以用老叶@1999_eth： 据 L2Beat 数据，过去 24 小时内的用户操作数仅为 300 多次，而主网 zkSync Era 的日操作数则超过 2 万次。 zksync lite的版本，最早的应该是4年多以前就激活使用， 主网跨进去的gas费我专程去着了下最早的一些地址记录，按照当时的ETH价格在23美金到50美金区间，激活费大约是0.0035ETH，当时印象里大约1-2美金吧。转帐费大约0.5左右。 最开始的主要用途是在Gitcoin-捐款，最开始不懂的时候逮着一个帐号作死的捐，之后开窍了，做了一大批帐号，每个捐几美金。 之后上面的那个dex zigzag搞了个空投zz，最开始好像是他们的资金搞理财出了问题，每个地址能卖些钱，印象里大约400个起吧，我记得领完之后卖了大几十万u全换成了ETH。 空投发完之后，era版本来了，lite也就被弃用了，zigzag也就没人用了，game over，随后出来一个swap，zklite，没多久也宣布say goodbye。 后来，丰密基本上精准的预测了ZKsync 的空投时间，在 2024 年 6 月的ZK空投来了，但走出来的却完全是另一套剧本： 一流的技术，三流的运营，灾难级的空投。 空投的方案基本上采用「基础项 × 权重项 × 乘数项」的复杂公式，乘数机制直接导致绝大多数真实用户颗粒无收。更致命的是，官方同时启用了一套极其严苛且完全不透明的女巫过滤机制，分配不公与老鼠仓嫌疑让早期用户与社区原本踏踏实实干活的原生项目反叛。zk空投也被公认为是加密货币历史上争议最大、甚至是最失败的空投之一。 万众瞩目的L2 四大天王之首zksync，很快就被现实压成了4个字： 人走茶凉 如果硬要再加一些词基本上就是 食之无味，弃之可惜。 丰密虽然拿了他们不少他们的空投，也Hold住很长一段时间，但卖出的那一刻，没有一点点犹豫。 zkSync曾给过这个行业真正的技术想象， 也实打实推动过 ZK 叙事的前进。 这一点，值得尊重，但市场从不为曾经正确买单， 只为当下是否对得起用户定价。 时至当下，很多项目的问题不在于做不出技术，而在于根本没把“留住用户、维护信任、提升资产价值”当成长期工程。说白了，从一开始就没打算认真留住用户，也没打算为币价负责。 问君能有几多愁？恰似一江春水向东流。

Over the weekend, I hosted fan meet-&-greet conferences in Beijing, Shanghai and Shenzhen. Thousands attended my conferences. The Year of the Horse will be here in a week. 周末，京沪深三地春季策略会圆满落幕。这次读者见面会座无虚席、盛况空前、场场爆满。 春脉开始奔涌，经济周期如四时更迭，静待惊蛰破土。祝愿大家心怀九霄之视野，于市场风云际会之处持而盈之。

Over the past two weeks, our team XDO has been working closely with @worldlibertyfi — and honestly, it’s been a real surprise for me. 最近两周，我们团队XDO开始和 @worldlibertyfi 密切合作，狠狠的教育了我！ Tbh, I had my own stereotypes at the beginning. Trump-backing, access to top-tier global resources — I assumed the team would be the type like: big vision, endless resources, everyone coming to them instead of the other way around. I mean, you can easily afford to be a “laid-back” team with this level of privilege and prestige.😂 说实话，刚开始接触的时候我是有刻板印象的。总统家族背景，全球顶流资源，我assume团体风格会是：愿景很大、资源很多，一定是所有的资源去找他们。可以猜想这种有顶级资源的美国团队有多么躺。 But after two weeks of working with them, I was genuinely impressed — even humbled. 但接触下来非常惊喜，甚至教育到我。 On nye, co-founder @ZachWitkoff was still handling interviews job. By Jan 2nd — when most people were still in holiday mode — their entire team was fully back in action. Every sync was well-prepared, execution was fast, and nothing was half-hearted. Even though many team members didn’t come from a Web3 background, everyone was actively and intensely learning. In every discussion, they consistently identified the single most critical key to success, made fast decisions, and mobilized the entire team to execute. From @ZachWitkoff & @zakfolkman founding-team-level market strategy decisions to execution, implementation, and even contract reviews — all of that can happen within a single day. 新年当天，Co-founder @ZachWitkoff 还在处理这面试的工作。1月2号，当大多数人还在休假模式的时候，他们已经全员到岗火力全开了。每次对接，准备充分，执行迅速，一点不含糊。虽然，很多人之前没有Web3背景，但是每个人在饥渴的学习Web3的知识。并且每次探讨中，总是可以找到决定事情成功的最核心的KEY，然后快速决策并全团队响应执行。是的，从大市场战略的Founding team决策到对其执行到落地执行包括审核合同，一天足以。 This made me reflect: why is a team with such a background working even harder than many startup founders? 这让我开始反思：为什么有这种背景的团队，反而比很多一般的创业者还拼？ My guess? Because the whole world is watching. If a normal project fails, you pivot and start over. But WLFI is different — with this kind of background, success is expected. That expectation pushes the founding team to focus on how to succeed even more. That pressure forces them to put in 200% effort to prove that what they build goes far beyond what their so-called “background” could ever hand them. 我猜的——因为全世界都在看。普通项目失败了，换个赛道重来就是。但 WLFI 不一样，顶着这种背景，成功变成了是应该的。所以，整个创始团队更聚焦在如何可以更加成功！这种压力，逼着他们必须用 200% 的努力去证明自己可以做的事情要远远超过他们“所谓的背景”可以给予的。 Another detail I noticed: their execution logic is extremely clear. It’s not the “we have resources, let’s just throw money at it” mindset. They are deliberately building long-term value step by step. They value every partner and every dollar — while also knowing how to turn those into weapons for rapid market capture. And when it comes to critical decisions, they don’t hesitate to invest heavily. You can imagine what this combination can ultimately become: top-tier resources + top-tier execution + a massive market = Massive future for @worldlibertyfi $USD1 By the way, this also validates a thesis I shared in my previous article (link below): in 2025, stablecoins are increasingly becoming the bridge to mainstream assets. Sustainability at the business level matters — and this is exactly the direction we’ve been betting on. 而且我观察到一个细节：他们团队做事的逻辑非常清晰，不是那种「有资源就随便造」的心态，而是真的在一步步构建长期价值。珍惜每一个合作伙伴，珍惜每一分钱，但是同时这些也可以成为快速抢占市场的武器。对于关键事情上，丝毫不吝惜。我们可以想象这种组合——顶级资源 + 顶级执行力 + 超级大的市场 WLFI USD1可以成为什么样最终形态。顺便说一句，也验证了我在之前一篇长文里的思考，今年稳定币成为连接主流资产的趋势越来越明显了。业务本身的可持续性。这也是我们一直在押注的方向。 So YEP! My view on WLFI has completely changed. This is a team that genuinely takes execution seriously, and have the power to make all dreams come true. 所以我现在对 WLFI 的看法彻底改变了。至少从合作体验来说，这是一个认真做事并且有实现造梦能力的团队。 If people with backgrounds are working this hard, what excuse do those without one have to be laid-back?? 「Don't make excuses for not being where you want to be. It usually comes down to not trying hard enough, or focusing on the wrong things.」 「Jiayi never used to create anxiety. But from now on, anxiety and self-reflection start with Jiayi.」 有背景的人都在拼命，没背景的凭什么躺平？ 「不要给自己的不够优秀找借口。大多数就是自己不够努力，或者努力方向不对！」 「Jiayi之前不制造焦虑。但是从现在开始，焦虑和反思从Jiayi开始。」 Side note: after deeply engaging with the founding team, I started allocating heavily into $ALTS (already 100% in profit so far) and $WLFI. I’m happy to say that so far, the results have been very encouraging. 题外话： 正式因为深度的接触了创始团队后。我开始重仓WLFI的DAT股票 $ALTS (且翻倍了）和 $WLFI。很开心，目前为止，让我看到了好的结果。 LONG Crypto 🚀 LONG Stablecoin 🚀 LONG Myself

Imagine four hands all over you… jerking you off together. Want it? 😈20min full video uploaded 小鸡巴和黑屌崇拜的傻逼有福了，完整视频20分钟上传至主页简介电报群。