Almost Aiin Crypto Austrian School/Street Smart/Consumer goods/Art&Culture Ferryboat Research Intern/只谈风月。 为了奥派!

Nihilism
Joined September 2022
Espresso mainnet can now handle up to 1 million transactions per second. And finality stays under a second, even at that peak load. How we did it, and why it matters ↓
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友情提示,本轮zec半年来都是先行指标,已经率先反弹。中期选举从资金上表达是提前price in。 还来得及,马上来的这一波,你下注了什么呢?留下你的美股和crypto作业让我抄一下?
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native的这块:pearl和quantus选了后者。都很好,只是比较了解zec这派选了后者。
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为什么ledger出事了要骂onekey,谁能给我解释一下这个脑回路?不应该感激涕淋,赶紧换onekey吗? 这年代创业的人保留体面一点的各种成本,是不是有点太高了。
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链上基金这个和很多朋友讨论过。 基金这个模式做过的都懂,迫切需要降低门槛。
Introducing OpenETF, the open, composable ETF layer on Hyperliquid. Any strategy can become an ETF. Any wallet can hold one. Each ETF is a fund with its own ticker. The manager trades on Hyperliquid, holders own the shares, and the money stays onchain. openetf.xyz
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Alexon retweeted
1/ How I infiltrated a Chinese organized crime syndicate that has laundered $1B+ across multiple exploits for Lazarus Group. Posing as a client, I gathered intel that helped action freezes for the Feb 2025 Bybit exploit and attribute illicit activity onchain.
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过往一年我跟很多人分享过这个想法,看到有人做了觉得很高兴,btw,谁做的,咱能塞点钱吗? I’ve been talking everyone’s ear off about this idea for the past year, so seeing someone actually build it makes me ridiculously happy. Btw, who made this, and can I throw money at them?
Introducing Silicon Exchange (@silicon_exch) a new way to finance the GPUs powering AI. Anyone can now help bring new compute online by financing GPU clusters. AI companies rent and put the hardware to work, with the economics flowing back to those who financed it. Under the hood, the financial stack runs on Stripe, Tempo, Privy, and OUSD. Check it out here: siliconexchange.com
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这个Grass给我看笑了。 zec near zama vvv grass我顺着做了个组合。 Grass最弱,我挂了0.693想走,这庄对着0.6929停住了。这年头已经这么精细化了吗? 真是没流动性的就是没有啊。
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果然需要哥们投降。
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在乌兰巴托呆了几天,对cbdc感兴趣以来第一次从上到下见了一遍政府和IMF的人。明天终于有空去逛一下城市,有时候感慨人还是要有点爱好,拉近人和人距离的可以是喝几杯(这个因为过敏我绝缘了),也可以是因为听过一些蒙语音乐,开着会聊起来蒙语hiphop,老哥拉到club里给我放beat一人来了一段BigG。最离谱的是,一个哥们跟我说他会唱中文歌,转头现场整了一首八方来财。 打算明天休息去看看蒙古的techno,顺便去上个网,打打游戏,这地方网吧显著的比餐馆要强太多了。
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GG 工作了一天。 休闲失败。
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remind me Minarchism debate as the old time
There is an unseen hand pushing AI safety as a political ideology. Effective Altruists believe a tiny group of technocrats should decide how much technological progress the rest of us are allowed to have…. and how many shrimp your life is worth. You are witnessing their attempted coup. thefp.com/p/dangerous-ideolo…
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跟二级市场搞了20多年的老哥聊天,我请教交易怎么止损的问题。老哥愣了一下,跟我讲了一个小时佛经。跟我说你交易的是贪婪还是恐惧,止损是妄念。 对的东西不需要止损,错的东西就是错了。对的止损是恐惧,错的不止损是贪婪,价格和止损理论上并没有太大关系。
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行吧 哥们这次是真回来了。何勇去世和zec破1000是同一天,摇滚乐也没啥意思了,我都开始学电子乐了。 老的crypto叙事也都没意思了,新的范式是陆续出来了。我不知道有多少人能看到未来,穿越一次周期,是预言还是扯犊子时间会告诉你答案,向那些坚定的预言者靠拢。 股票代币化浩浩汤汤,新英雄将如过江之鲫,中小盘股票为了流动性终将跃上龙门。 既见未来,xxxx?
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经济下行期其实挺适合这类产品。aster接不动的资产是适合hertzflow的。就是这类资产确实不太懂,各类小国交易所的资产最合适?
The wait is finally over. HertzFlow Mainnet is live. 🥁 Introducing Season 1: Genesis Vault Pre-deposit. 🔗 early.hertzflow.xyz/ Full details below 👇
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其实我真有个关于kimi的剧本。可以发生在离岸cex和dex。亚洲最适合操盘的标的之一。 今天领导人出席Ai大会,买了点智谱,结果kimi发布吃了个满跌。现在伟大领导人讲话市场也要跌,是真杀啊
Minimax/智谱目前来看,智谱资本市场的操盘手更好。(两个都很强,远超中国公司正常水平)。化解股票通胀的能力都是动过脑子的。此外,GLM虽然一顿被叫好,如果你用过它的前端,它商业化一直在我这的排名是垫底,Kimi一直是榜首。 之前经常开玩笑minimax的流通盘也就5%,后来去看了一下智谱的流通盘,才觉着中国人还是擅长感动中国。Kimi二级市场的负责人是谁啊,很想交流学习一下。 deepseek短期不会着急要钱,Kimi完全具备直接锁住东亚龙头位置的潜力,拉到全市场的注意力。 再次灵魂求问 @Aster_DEX ,港股报价是咋拿到的,这事负责人是谁啊,能不能学习一下。
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After spending the last two years building the MegaMafia, we’ve decided to sunset the program. While it was a success in many ways, we believe that the program was built on assumptions that no longer hold. Here are some reflections, and what’s coming up next. > We had real conviction in Mafia founders, and have gone above and beyond in standing by their side to bring their products to market. Some examples include: restructuring the GTE leadership team during critical moments just one month after their initial pre-seed raise, offering to buy out Noise's investors when they tried to push out the CEO, and played a crucial role as they pivoted from their initial prediction market idea, and merging the Tenten and HitOne team after seeing the synergy between the two. > Across both cohorts which in total included 20 teams, we lent our reputation and networks to founders so they could go on to raise over $80m in funding in pre-seeds, seeds, and series As. We kept the MegaETH’s raise to a minimum so investors can get more skin in the game with the Apps directly, rather than the protocol. > For teams that had difficulty in raising when the market turned bearish, we extended resources, engineering bandwidth, and actual capital (e.g. six figures in audit for Avon) so they could make it to Mainnet. We did it solely to help founders see their vision through. > We set the product vision for 5 teams and supported their initial builds before eventually facilitating their fundraises from leading tier-1 and tier-2 funds. > We spent significant cash (in the millions) bootstrapping teams’ DeFi requirements, through market-making support, direct lending, and other liquidity related needs. > We hosted 5 large-scale in-person events (New York, Brussels, Bangkok, Singapore, and Seoul) so MegaMafia projects could meet investors and community members from around the world. In many ways, the MegaMafia was the best incubator of this cycle. But very little of that value has trickled to Mega. In fact, most of those applications are no longer being built with us. At the time, we intentionally took no equity, governance rights, nor economic value because we wanted people to be genuinely bought into the Mega vision and the power of our technology. While we will continue to support existing MegaMafia projects, there will no longer be MegaMafia 3.0. What’s next? Our ecosystem goal going forward is to support teams building OMEGA applications, apps that are only possible on MegaETH, using our wallet infrastructure and stablecoin. More importantly, we're redirecting the energy we were lending to third-party builders into our own first-party applications: consumer-grade apps, built directly by us, for the people we're trying to serve. Where MegaMafia was indirect, betting on other teams to build value we'd eventually capture, first-party apps let us build direct relationships with end users ourselves, with all the upside and accountability that comes with owning the outcome. We're aiming for faster feedback loops, with insane focus on accruing value directly to the protocol.
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EM市场有人深入土耳其、巴西、阿根廷;Tradexyz上了长鑫科技,盘前定价3万亿人民币。(这玩意彻底不对冲吗);各家CEX都想着办法绕过监管;LLM热门公司的IPO看起来都是Altcoin的低流通时间换空间的开局,大家都在和通胀时间做赛跑。Crypto没跑通的资本结构,再来了一次。 原来操盘Altcoin的人们顺势卖起了基石和锚定。 这次,能走到对岸吗? 在这个熊市实际所有人都被裹挟着进入了离岸市场。
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如果Sam被特赦的话,应该做一个什么交易呢?
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