
链上数据分析 On-chain Data Master @Polymarket Hunter @web3caff_zh Researcher Data programmer #蓝鸟会
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Joined November 2021
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看大家吃 $DNA 都吃麻了……
这波 Bitget Wallet 开盘开得最早,在下午3点出头就开盘了,基本都是0.08左右的筹码,其他的交易所和alpha都四点才开,四点进去都0.2了
这波 @BitgetWallet 赢!
无人问津的角落,Arweave一笔交易直接存了159GB的数据…
再次印证了Arweave的大文件存储能力。
如何达到的呢?评论区有sam的解释:一个 LMDB 索引库,里面保存了 Arweave 链上所有捆绑打包数据的字节偏移位置。
你不需要把整个庞大的 Arweave 原始链数据(weave)全部下载、自己写代码建索引。你可以直接网络流式拉取这个现成的LMDB索引,就能定位到你要找的数据。
• 冷访问(无本地缓存):需要读取4个数据块,才能拿到目标偏移量
• 热访问(已有缓存命中):只需要读1个块,速度很快
@samecwilliams
之前总觉得 hyperliquid:native 很贵,但是越研究越发现它不能用单纯的全流通市值来分析,现在 FDV 大概是 $76B,光看全流通市值确实贵的离谱。
但是, hyperliquid:native 的机制是 99% 的交易费用用来回购代币,这在在整个 Crypto 里面非常罕见。
web3不缺非常赚钱的产品,但是像 hyperliquid:native 这么回购的几乎没有(土狗垃圾币除外)
如果未来 Hyperliquid 的交易量、OI、HIP-3、现货、RWA、HyperEVM 等业务继续增长,协议收入也会随之增长.
牛市来了每年回购金额再翻个翻非常容易,假如每年回购30亿,这个市值就非常逆天了。
我现在就是希望 Hyperliquid 多多赚钱,赚的越多越好,赚的越多, hyperliquid:native 会蹭蹭蹭长
@kylewmi @hyperchn @GuHype
目前 hyperliquid:native 最大供应9.53亿枚,全流通市值是 770 亿美元。
而 $BNB 目前全流通市值为 940 亿美元。
当 hyperliquid:native 达到 98 美元,将超越 $BNB
@kylewmi @Hyperliquid_Hub @hyperchn
加入你们!Build @HyperliquidX
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Marshal 橙大帅 | Bird🕊️ retweeted
观察到一个趋势:Hyperliquid 正在成为当前行业最高价值的数据源之一。
Arkham 和 Dune 都前后宣布深度集成HyperCore 数据。
更大的 CEX 是黑箱,其余链上平台又还差点意思。@HyperliquidX 拥有足够大、结构完整、公开透明的链上数据。
数据分析/情报平台的重要养分。
以前让 Claude、Cursor 做 Word、Excel、PPT,基本都是:
Python 库 + XML + 模板 + 一堆 Prompt。
能做,但特别容易翻车。
今天看到一个 GitHub 1.3 万 Star 的项目,思路完全不一样。
OfficeCLI 直接把 Word、Excel、PPT 做成了一套 AI Agent 可以调用的 CLI
最牛的不是编辑 Office,而是它终于让 AI 看得见 Office。
以前 Agent 改 PPT,全靠猜,改完不知道长什么样,只能继续猜。
OfficeCLI 内置 HTML 渲染引擎,可以直接把 Word、Excel、PPT 渲染成 HTML 或 PNG。
整个流程变成了:
修改 → 渲染 → 检查 → 修正。
这才是真正的 Agent Workflow。
还有几个设计也特别舒服:
1️⃣ 路径式操作
不像以前在 XML 里找半天节点。
现在直接:
定位元素,想改哪改哪。
AI 基本不会迷路。
2️⃣ 专门给 Agent 设计
所有命令都支持 JSON,报错也是 JSON。
路径错了、参数写错了,它会告诉 Agent 哪里错了,还给修正建议。
Agent 可以自己继续下一步。
3️⃣ 开箱就是 MCP
Claude Code、Cursor 直接注册工具。
安装完还能自动把 Skill 配好,基本不用自己折腾。
Excel 也不是只能填格子。
350+ 函数、公式、图表、透视表、条件格式、数据验证都支持。
Word、PPT 也是完整能力,不只是改文字。
我觉得它真正有价值的地方不是 Office 自动化。
而是第一次有人把 Office 做成了 Agent 能稳定调用、还能验证结果的工具。
以后做周报、PPT、财务表,很可能都是:
一句话 ➜ Agent 自己调用 OfficeCLI ➜ 看效果 ➜ 自己修到满意。
这才像 AI Agent。
🔗 GitHub:github.com/iOfficeAI/OfficeC…
RT @PhyrexNi: 什么是卖 Call 收租?什么是阶梯卖 Call ?什么是累积 Put ?期权,双币小细节
读了 @BTC__options 和 @CryptoRounder 两位小伙伴的卖 Call 收租的期权,写的非常好,我现在也在用类似的策略,当然,我用的是…
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Arweave 迎来了8周年纪念日
但愿一切都好吧
Happy birthday, Arweave!
Today marks the 8th anniversary of the launch of Arweave mainnet.
Over the last year, the centralized training wheels of the permaweb have come off. Gateways, bundlers, and the query layer are all now open to be run by anyone, and incentives are coming into place.
Today there are...
1️⃣ Trustless, verifiable gateways: The main gateways to Arweave now all serve their data in trustless, verifiable form. Every response comes with all of the information needed to verify that the content that they asked for is the data that they received.
2️⃣ Incentives for gateway operators: Anyone can join a gateway and permissionlessly start to earn for serving content to users. This gateway has started to take over serving a small portion of Arweave . net’s end-user traffic, scaling up over time.
3️⃣ Decentralized bundlers: You can now upload data through a decentralized network of bundlers which anyone can join and start to serve permaweb user requests through. Node operators can earn by running nodes in this network permissionlessly, and users can trust the LapEE(/TEE) implementations, not the node operators themselves.
4️⃣ Decentralized indexers: Those community run LapEE/TEE nodes can even now be used to index and query data on Arweave, inheriting the same trust-minimization properties as bundlers. No public router for this just yet, but try it on your own node — it works 🙂.
A year ago none of these were possible. Each was a hard fought battle and there is still a long way to go to make them the defaults in the ecosystem, but the bedrock is now in-place.
Where next?
8 years is a long time, and while the mission of Arweave remains immutable the structure of the web itself is shifting: From discrete apps each with a separate team, to a world of agent-built services customized for each user. The next web will not look like the last.
I am truly excited about this because Arweave’s permaweb is the perfect substrate for a web that is no longer defined by static, siloed UIs, but instead morphs and mutates at the speed of user’s wishes. For many years we have focused on creating a web that enables composability through…
➡️ Open content: Owned by users, accessible in every app – rather than any single company/service.
➡️ Open infrastructure: Shared between every app, permissionlessly utilized to back every app, not any single particular application.
…and now this stack is finally able to be decentralized, too.
This architecture just so happens to offer exactly the mix of attributes needed to create an open version of the agent-driven web. When a useful/fun app is just an afternoon’s work, rather than a year’s, creators (no longer just limited to devs) do not want to run specific infrastructure or hire a team just for that single service. Instead, an existing open catalogue of content, matched with open infrastructure they can simply start to send calls to, is the perfect place to build.
Can’t wait to see this in practice. More soon.
Onwards! 🙂











