Joe retweeted
I am drowning in a sea of $pain about @blast. Here’s my story, though I can’t say it will bring any comfort. I deposited nearly 5 million USD to farm $blast, thinking it might lead to something worthwhile. After the farming ended, I managed to accumulate 21,000,000 Blast tokens, but the exhaustion and financial toll I endured—losing about 1.4 million USD in the process—hardly felt like a victory. To my dismay, I discovered that I was required to leave a substantial amount of capital locked in the network just to have any hope of accessing my 21 million tokens.
I withdrew about 4 million, leaving close to 1 million behind in a futile attempt to unlock my $blast. The first unlock yielded a mere 30% granting me only 1.3 million out of the expected 3.5 million $blast—roughly $35k USD in value that month. This letdown prompted me to pull out most of my remaining funds.
You might expect that the tokens I earned would be rightfully bestowed upon me, even if it meant a long, drawn-out vesting over 12 months. Instead, my faith as an investor was met with a punitive approach, as if my 5 million USD investment meant nothing.
In this final unlock, I received a pitiful 17.9k $blast tokens, translating to about 196 USD. This is my $pain story of the month.
What’s yours $pain story you want to share Let @painharold help you get over it ?
@0xChar
Joe retweeted
☁️ @sanctumso leverages Solana's stake account design to lower barriers for launching a liquid staking token, driving innovation and enhancing liquidity in the LST ecosystem.
Could it reach an $840 million FDV? Dive deep into the $CLOUD(s) to find out ⬇️
messari.co/3y8HtM1
Joe retweeted
用完bybit之后真的很难用回ok
1.OK上新的币种太少而且基本都是ok参投的垃圾币为主，绝大多数都是一波流。Bybit上币速度和小所差不多，主打一个全，里面时不时会有几个 $LFT 这种类型的价值低估的金狗。
更别说合约了，bybit现在做到了仅次于币安山寨合约深度和优质山寨数量，现在比较有参考性的涨幅榜绝对应该有bybit合约的涨幅榜。
2.OK的山寨很多现货深度都很垃圾，bybit比OK强不少。不过这个很大原因也和OK的上币策略有关，很多热门山寨都没上，交易所里能玩的优质山寨很少。不过Bybit有个风险限额的功能，经常开不出想要的仓位，还需要分批下单。OK的垃圾是经常触发强减，把你的仓位强行平仓。
3.Bybit的launchpool有财富效应，之前一期 $ENA 的pool一周能白嫖1000多u。OK的主力是中国大陆用户，但直接把大陆用户排除在每次jumpstart之外，而且大概率出于合规因素每次质押的币种都只用 $BTC $ETH ，自家的 $OKB 几乎没有任何用处。对比下Bybit几乎每次都给 $MNT 专门出一个池子。
4.吐槽了这么多，也说下ok的优点，ui设计和产品交互非常优秀，而且钱包好用客服给力。Bybit理论上是自绝中国大陆用户的，客服基本不管事。不过我朋友说VIP客服还是可以的。
这两家交易所作为竞品实际很像，无论是市场占比还是定位，不过Bybit在我眼里已经领先ok越来越多了。
最后说下钱包的事，我觉得用处不太大……因为币圈贡献手续费和资金最多的永远都是交易所的用户，钱包可以引流和做出于合规考虑的备用方案。但是币安的web3钱包这么垃圾也丝毫不影响币安的市场地位。
Joe retweeted
Crypto founders and VCs need to stop valuing early stage, in development, pre-token projects at >$1b until they've earned it
Building something worth 7-9 figures is an incredible achievement, not everything needs to be a unicorn at launch
Joe retweeted
Not aimed at any specific project, but have seen a ton of discourse recently on the topic so figured I’d share my take on good token distributions:
1) tokens, not points
2) don’t farm the farmers - teasing and creating ambiguity around a token distribution to grow your numbers is bad behavior. If you don’t know yet, don’t speculate publicly. If you do know but are not ready to share full details, don’t tease them out. Just share real details when ready
3) real liquidity day 1 - low float tokens are malicious and my biggest pet peeve. You don’t need to work with exchanges or market makers. It’s so easy. Just distribute enough tokens publicly that real price discovery happens on DEX. People should start thinking in FDV not mcap when valuing these things
4) don’t create absurdly high token supply to farm people with unit bias, this is also bad behavior
5) don’t be stingy - give a significant amount away. If you don’t think the community deserves a significant amount, don’t release a token
6) don’t market token price - if you tweet about how your token is going to moon or hire influencers, or marketing firms to do so I assume you’re just trying to get rich quick vs build real value
7) keep it simple
8) put real thought and care into your decisions - so you can stand behind them and explain your rationale. Don’t end up in a situation where you’re fighting or apologizing to crypto twitter. Create something you’re proud of and stand behind it
Joe retweeted
Project @SekaiGlory
• Made use of @Blast_L2 to increase userbase
• Sold over 28M $GLORY from pack sale into LP
• Removed airdrop info from docs & discord
• Done by the Founder & Co-founder of @JUUNI_Official & @KaijuKingz
I rejected 200k $GLORY so i could post this 🧵
Joe retweeted
梭哈趁年轻。
对于男人来说，最惨的一点，往往都是，钱赚到了，人已经老了。比如很多富豪，代偿青春的缺憾是很可怜的事，不举例了。
因为财富的累积需要时间，加密货币和科技股的牛市，利用得当，是积累的加速器。
缓慢的富有，到时候老了年纪大了就只能摸大腿了。
29 岁的跑车，和 40 岁的跑车能一样么？
29 岁的夏天只有一次，你这段开跑车的经历也只有一次，是以后再多钱也买不到的。
抓紧机会，抓紧赚钱，中年福报不等人。
Joe retweeted
🌐 @filecoin is now available on @BVMnetwork as a storage layer via @LighthouseWeb3!
This is a massive upgrade for the #Bitcoin L2s powered by BVM & Filecoin with heightened security and scalability 🔥
By leveraging Filecoin’s decentralized storage capabilities, BVM has the unique ability to store transaction archives after they fall out of a DA layer, making indexing easier for Bitcoin builders via the Lighthouse Node Aggregators 🤝
Build your Bitcoin L2 now with BVM and Filecoin:
bvm.network/blockchains/cust…
Joe retweeted
🧙♂️ We are pleased to officially announce the launch of the #Airdrop module for @Merlin_Starter! This module primarily rewards users who have staked @MerlinLayer2 and those who actively participate.
🟪 Users who have completed staking on MerlinChain can claim points in the Airdrop module, with the amount increasing based on the level of their staking.
Users without staking commitments can also earn points by completing active tasks. $Star will correspond to a certain token airdrop allocation in the future.
👇 Snapshot time for Merlin Chain staking:
2024-02-27 20:00 SGT
Link: airdrop.merlinstarter.com
Joe retweeted
东方质押存款l2代表 @MerlinLayer2
西方质押存款l2代表 @Blast_L2
前者各种免费送送送，各种好项目合作，送送送。
后者各种pppppppp，各种uuuuuuuu，各种aaaaaa。
前者各种被人FUD，虽然它们啥也没损失，甚至还赚钱；
后者各种被人CX，虽然它们一分钱也没赚，甚至还亏了很多GAS，还要继续被PUA；
这就是东西方第一回合的battle？👀
Joe retweeted
该投哪个？当前已经启动的 BTC Layer2 项目盘点
1】B² Network
背景：典型VC局，融资背景强大，HashKey Capital、OKX Ventures、IDG、KuCoin Venture等
玩法思路：
①目前质押拿积分（矿机零部件）阶段。质押0.05B，每天可以得到1个零部件，10个零部件最低可合成一个CPU矿机。另外还有高级的GPU、ASIC矿机，矿机等第二阶段可用来挖币。建议质押至少0.1BTC以上。buzz.bsquared.network?code=y…
②B² Network 有测试网奥德赛，做任务拿积分，精力够的去肝几个号。task.bsquared.network/leader…
TVL：5亿，B² 支持多链存款质押，但是存入的所有资产都自动兑换为BTC。
2】Merlin Chain 梅林链
背景：OKX Ventures、ABCDE、Foresight Ventures等，团队此前建设了 BRC 420 协议。与B² Network有一些共同股东，但很显然Merlin Chain原生加密基因更强大。包括Woo、MOBOX等一些小型原生加密团队都参与了投资。基础用户多，属于社区+VC共同富裕局。
玩法思路：
①质押拿积分阶段，官方存款有两个路径，第一个质押路径（Merlin's Seal ）merlinchain.io/bridge/stakin… （我的邀请码YAVLE），支持BTC链、Eth主网、Arb、ZKFair、Tron存款质押。注意，不同链跨过去，生成的梅林抽象钱包地址不一样，而官方Merlin's Seal网站暂时只支持BTC链登录。跨什么资产，质押什么资产，不会像B² 那样强制换成BTC。BTC链存款还支持ORDI、SATS、BRC 420蓝盒子、比特蛙、节点猴等一系列BTC 生态资产。所以很受各大BTC生态社区欢迎。有那些支持的生态资产的，特别是流动性低的，都建议拿去存梅林，比起存BTC，似乎赚了些便宜。
梅林质押积分是1BTC每天10000分，预期收益可参考社区小伙伴做的计算器 bitmap.date/preseal/
②除了质押拿积分之外，Merlin Chain 已经上线了主网。现在有一个思路就是跨链到梅林链主网（也就是上面提到的两个路劲中的第二个），去参与生态交互，比如swap，博生态奖励。目前已经出现了第一个金狗空投 $VOYA 。这个思路建议多号上，merlin.meson.fi/ ，用 @mesonfi 从EVM钱包跨链到梅林账户，跨完之后，去参与一下swap merlinswap.org/trade/swap
TVL：截止3月1日凌晨，26.8亿，其中BTC24869个，占TVL56.7%。很夸张，很卷。数据统计bitmap.date/merlin/
3】BVM
背景：@BVMnetwork 外社区项目，原生BTC社区背景，由此前海外SocialFi产品 @NewBitcoinCity（品牌已升级为 @AlphaOnBitcoin ）的团队创立。没有强大的VC背景，但进行过一轮社区轮融资。团队的产品能力优秀，此前FriendTech火的时候，NBC在海外社区非常流行，可惜整个SocialFi一起塌了。最近很火的BRC 404 @naka_chain 也是由该团队支持。
玩法思路：BVM走的是模块化BTC Layer2方向，可以让项目方轻松搭建L2。5月份有第二季的空投，但是更适合项目运营者去参与。优势是小众，不卷，参与者除了拿BVM空投，还能博社区型项目的空投。如果你准备做BTC L2应用，可以重点关注。
4】BEVM
背景：@BTClayer2，团队做BTC L2挺久了（以前的项目 @chainx_org ），最近拿了一轮融资，具体数额未知。
玩法思路
① campaign.bevm.io/points?invi… 参加奥德赛拿积分，后期积分换币，登录之后绑定推特discord完成任务。@gguoss 绑定推特按钮是不是有问题？
②magiceden.io/ordinals/market… 白皮书NFT，后期有空投
5】Anduro
@MarathonDH 即将推出的BTC 二层，我特别期待会是什么样子，先mark一下
Joe retweeted
$BVM FEB PRODUCT ROADMAP/RELEASES
GM. Excited to share with the community what we’ve been building on in Feb. These products are going to be released in the next few days.
Bitcoin L2s will power Bitcoin. BVM’s mission is to power thousands of Bitcoin L2s.
In Feb, our focus is on three primary objectives that will help us one step closer to this mission.
1. BVM ECOSYSTEM
We’ll launch 3 main ecosystem products that will support the BVM Ecosystem growth in 2024.
🚀 BVM Staking
🚀 Bitcoin L2 Launchpad
🚀 BVM Airdrop Season 2
As we are approaching the $BVM TGE, BVM Staking will enable BVM holders to stake BVM to earn more BVM and receive benefits like airdrops from Bitcoin L2 projects.
Bitcoin L2 Launchpad will work with select Bitcoin L2s and help them launch on Bitcoin. As a BVM holder, you will have exclusive benefits if you decide to participate in these launchpads.
And finally, we’ll kickstart BVM Airdrop Season 2. 50% of the token rewards will go to builders, and 50% will go to the users of the BVM ecosystem. More details on BVM Airdrop Season 2 will be posted later this week.
2. BITCOIN MODULE STORE
Think of the Bitcoin Module Store like the Apple App Store. But instead of apps, developers will have blockchain modules that they can plug and play to build their own Bitcoin L2s.
Data Validation Modules
🧱 Bitcoin Stamps module (Feb 26)
Previously, Ordinals is the only Data Validation module. Through the BVM architecture, all Bitcoin L2s roll up their transactions to Ordinals.
We’re excited to introduce the second option: rolling up to Bitcoin Stamps. Now, developers can roll up their transactions to Bitcoin as Bitcoin Stamps.
Thank you, @mikeinspace, for creating Stamps. We think Bitcoin Stamps is a really interesting option for Data Validation as they are unprunable.
Bridge/Interoperability Modules
🧱 SRC-20 Bridge module (Feb 29)
We’re also building the SRC-20 bridge so that developers can build Stamps-based Bitcoin L2 blockchains for whatever they want.
DeFi is obviously the first utility for Stamps. We think that you’ll soon be able to swap SRC-20 fast and with low transaction fees. Follow @swamps_src20 for more information.
Data Availability Modules
🧱 Avail module (Feb 22)
🧱 Jackal module (Feb 22)
🧱 Arweave module (Feb 23)
🧱 IPFS module (Feb 23)
After integrating @CelestiaOrg, @NEARProtocol DA, and @eigen_da, we’re adding @AvailProject, @Jackal_Protocol, @ArweaveEco, and @IPFS to the Bitcoin Module Store.
We believe that the more options, the better for developers. They can pick and choose the best-fit option for their Bitcoin L2.
3. BITCOIN L2 LIQUIDITY HUB
The final item is a Bitcoin L2 Liquidity Hub. We believe that there will be many Bitcoin L2s. However, they’re all fragmented. This creates a bad UX for users and also a barrier for developers to jump-start their Bitcoin L2.
What we're building is a unified liquidity hub for all Bitcoin L2s. So you can move your assets from one Bitcoin L2 to another seamlessly.
We’re taking a pragmatic approach. We’ll first build the liquidity hub with a centralized multisig solution and progressively move toward a decentralized solution over time. Our team is actively looking into BitVM to see if we can build a hub with BitVM.
The liquidity hub will work with both BVM-powered Bitcoin L2s and non-BVM Bitcoin L2s.
THAT'S ALL FOR FEBRUARY.
Hope this update is helpful for you to know where we're heading. Time to get back to building. See you on Bitcoin 😎
Joe retweeted
Wishing you all the best as we enter the year of loong.
Live Loong and prosper ✌️🐲
#ChineseNewYear2024 $ALT
- end of tweet -
Joe retweeted
⚖️ Fair mode activated.
👩👩👧👧 As a preview for all community users, we'd like to announce that most new projects endorsed by ZKFair in the future, whether they are DeFi, NFTs, Socialfi, gaming projects, and more, will be launched with a very low valuation (~$1M) and in a 100% fair launch format.
🍻We welcome all project teams interested in launching through a Fair Launch mode to deploy on ZKFair and contact us for more exposure and support.
📈By taking these steps, we aim to strongly protect the interests of the entire ZKFair community and facilitate the steady growth of ZKFair.
