Independent Researcher We deserve something better than PVP🐽
Not Financial Advice
Joined December 2018
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- Followers1.7K
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Pinned Tweet
Les Miserables: Do you hear the people sing: Sung by 17 Jean Valjeans from around the world
youtube.com/watch?v=gpDbvlAI…
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厕纸关停 我第一个发贺电
如无意外的话，Scroll 将成为下一个关停的天王级L2 链。
Scroll 官方DAO 论坛上线了最新提案：从无需许可的通用型L2 公链pivot 去做许可型、专注于私人AI 的专用网络，并将 $SCR 迁移到以太坊主网。
讲人话就是，维护一条ZK Rollup 的L2 链对团队而言成本太高了，直接关停又怕被骂，只能转型做私有链降低成本过渡下。
据 @growthepie_eth 数据，Scroll 的日均链上净利在几十美元左右；链上成本主要包括证明生成、L1 数据发布和验证的成本，并未包括链下运营的成本。
加上链下成本，Scroll 链亏本运营无疑了。
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Chainguys🐽 retweeted
6/
This is just the beginning.
With CoFHE now live, we’re unlocking the $1.5T tokenization opportunity currently held back by privacy and laying foundation for a new era of onchain assets.
From payments and stablecoins to real-world assets and beyond.
Join us as we build toward an ecosystem where privacy is native to how value moves onchain.
The era of dual-mode money starts now.
如果“社区是一个伪概念” 那么本质上所有的alt L1+L2 最后都会被证伪
再见 大航海时代 再见 大撸毛时代 再见 大结果时代
Blast 宣布关停才过去短短5天，又一以太坊L2 @AbstractChain 宣布失败即将关停。
Abstract 是Pudgy Penguins 母公司孵化的以太坊L2，同时也是@zksync 一键发链技术栈ZK Stack 最得意的门生。
Abstract 主网自2025年1月启动，截止目前仅运行了18个月的时间。Blast 主网尚且运营了近3年，Abs 称得上是史上最短命的以太坊L2 之一。
值得注意的是，Abstract 近几个月年的链收入在日均3000-5000美元左右，月收入能达到10万美元以上。
最终依旧没有躲过停链的命运。
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I know not so many people care about tech now...but still you got to check out @fhenix 's mainnet...and it may bring some fundamental changes...
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Chainguys🐽 retweeted
same evm, less alpha for the bots
fhe everywhere
Same lab. Same bot.
One change: CoFHE by @fhenix ☕️🔒
Amounts, votes and bids are encrypted in the wallet and stay encrypted through the EVM, the blocks and every node.
The bot still sees the swap. It just can't do anything with it, so you’re safe.
Chainguys🐽 retweeted
if you’re at KBW, come pull your privacy card & score exclusive fhenix merch
6pm onwards, see you there
seoul, we’re about to encrypt things during @kbwofficial
cocktails, city views, collectable privacy cards and exclusive merch
score your privacy card, peek at it’s encrypted value, trade around the room, bluff your way into a better hand
october 1st, limited spots
HOPE we finally deserve something better than casino
Fhenix goes mainnet this October.
For years, transacting onchain came with a tradeoff: participate in open, composable markets and, with it, surrender the privacy of your financial activity.
Dual mode turns what was once an inevitable tradeoff into a property of your asset itself.
For the first time, the same asset can be public when you want and confidential when you need- without sacrificing composibility or fragmenting liquidity.
The era of dual mode money is here, more soon.
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Chainguys🐽 retweeted
Fhenix goes mainnet this October.
For years, transacting onchain came with a tradeoff: participate in open, composable markets and, with it, surrender the privacy of your financial activity.
Dual mode turns what was once an inevitable tradeoff into a property of your asset itself.
For the first time, the same asset can be public when you want and confidential when you need- without sacrificing composibility or fragmenting liquidity.
The era of dual mode money is here, more soon.
如果只有trading造富的预期 我估计没有大家期望的大牛市
我个人理解的步骤：1.先一定要有一个硬核技术叙事的标的在二级市场跑出很亮眼的成绩 2.一级市场阳春 然后社区有散户靠陪跑赚到钱 而不是KOL 3. 1和2都齐备 那么才会有大家期望的那种大牛市 否则都是机器人割机器人 量化割量化
说现在是牛市初期，我一万个相信，因为各种宏观政策利好、代币化股票分发的大叙事、加密行业周期性的趋势转换等等都会成为支撑！
唯一一点让我困惑的是，现在俨然一副DeFi Summer前夜的样子了，气氛也烘到这里了，我却迟迟看不到 DeFi之父 @AndreCronjeTech 这样的领军人物。都在搞匿名团队，秘密开发，不审计、不开源的PvP野路子，不知道何时染下的陋习。
大家可以艾特一些敢实名、频繁露脸且历史经验过关，最关键是对新牛市有激情和信心，且在认真做项目还能持续迭代的Devs出来，我要狠狠地关注一下。
至于 @theunipcs @pointfarmcap @frankdegods 这样的Trader，为什么不是？
对不起，Trader只榨取“价值”，不创造价值。
我们需要的是推动行业技术+叙事创新的Leader！
我目前看到相对契合的人选是 Hookr的 Dev @NodarJ ….
你的呢？
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