day day up $wal insj

Joined November 2021
solana:Hy1LfQLL4zLQihmiQKZm7DQzXm5K8aVSfKtdHFYXbKMm ,不错
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icey🦭/acc retweeted
I’m still holding $DREGG, and after following the team for a while longer, I’d say my conviction has actually gotten a bit stronger The reason is pretty simple : the dev keeps shipping It’s not the usual kind of project that drops an update every few weeks just to keep the community alive. Papers, docs, SDKs, games, and different pieces of the agent infrastructure are still being pushed out consistently More recently, the team has also started hinting more about the Dregg-powered Helm / agent platform, and September 26 is the next date I’m watching closely But what makes me more bullish isn’t really one specific release I think $DREGG is slowly moving from a very technical narrative that most people don’t understand into something that’s starting to take a much clearer shape The team has already tested a flow where users can pay for run credits with either $DREGG or USDC, with a discount for paying in $DREGG If the agent platform goes live and people actually start running agents, paying for compute/tools and buying credits, then $DREGG is no longer just a token attached to a research project You start getting usage => demand => token sink, with burns potentially being driven by actual usage instead of just being something written on paper I also find some of the recent attention from people in the cryptography space pretty interesting. Zooko, for example, is something I see purely as a nice bit of social proof , there’s no confirmed partnership or backing, so I’m not going to overhype it But at the very least, it shows that what Ember is building is different enough to start getting on the radar of the right people So for now, I’m still pretty comfortable holding $DREGG doesn’t really need another narrative. It just needs to turn what the team has already built into a product that people actually use If the team keeps shipping, the Helm/grain platform actually works, and $DREGG payments go live, I think the market will have a lot more reasons to take another look at its valuation That’s what I’m betting on
A lot of people have been asking me why I bought $DREGG and why I'm still holding it with such strong conviction Honestly, I'm not the type to ape into a token just because someone shills it I spent quite a bit of time researching this project before deciding to buy Here are the reasons why I have conviction in $DREGG 1. The dev was the first thing I researched I've always believed that narratives can be faked, but a builder's background is much harder to fake @ember_arlynx isn't a random dev who launched a token and then started looking for a story Dragon's Egg has been in development for years > Over 10 years of experience > Founding engineer at Mina Protocol > Strong background in Rust, zk cryptography, and formal verification > Still actively building the project today To me, this feels like a token that grew out of a real project ,not a token created first with a narrative slapped onto it later That's a huge difference 2. The dev activity is extremely solid A lot of tokens die because the dev disappears after a few weeks $DREGG is the opposite Over the past few days alone I've seen : > A new technical paper released > Continuous GitHub development > Detailed explanations of the system architecture > Roadmap updates > Active communication with the community This tells me they're actually building Every technical update becomes another catalyst that can bring fresh attention to the project For me, consistent dev activity is one of the strongest bullish signals 3. The tokenomics give me more confidence Tokenomics is always one of the first things I check What I like about $DREGG is how Ember handled the supply > Fixed supply of 1 billion > No additional minting > Over 62 million tokens have been locked via Streamflow > The vesting schedule is fully transparent on-chain > Around 3% of the supply was airdropped to the previous community At the very least, it doesn't look like a team trying to farm retail liquidity and dump on holders That's a positive signal in my book 4. The narrative is actually different The market is flooded with AI tokens right now But most of them stop at "AI Agent" $DREGG is taking a completely different approach Its narrative revolves around : > Agent OS > Verifiable Computing > zk-STARKs > Object Capability > Formal Verification > Forkable Agent Cloud Most people probably don't fully understand it yet Ironically, that's exactly what makes it interesting Markets usually don't price in a narrative until people actually start understanding it 5. Attention is still very early This is what excites me the most So far, I've only seen a handful of quality KOLs talking about it @Crypt0_andrii @Thejbullmarket It's nowhere near the point where Crypto Twitter is spamming it everywhere That's usually the stage where I like entering the most I'd rather buy before everyone notices than chase after it's already trending 6. The team operates like a startup, not a memecoin This is just my personal impression after following them for a while They don't spam memes They don't constantly tell people to buy They don't promise 100x Instead, they : > Publish technical papers > Answer community questions > Share development progress > Stay transparent about tokenomics > Publicly lock their own tokens That's much closer to how a serious startup behaves than a typical memecoin team 7. I think the market is mispricing this project This is the core of my thesis Right now, most people still see $DREGG as just another memecoin But behind it is a research project that's been under development for years If over the next few months : > The team keeps shipping > More high-quality KOLs start paying attention > The "Verifiable Agent" narrative gains traction > More people on Crypto Twitter begin to understand what Dragon's Egg actually is Then I believe the market will eventually re-rate the token That's the bet I'm making I'm not saying this is a perfect project There are still risks Attention is still relatively small Liquidity isn't massive The narrative is more technical than what retail usually prefers But that's exactly why I think the current risk/reward is attractive At this stage, $DREGG is one of the very few tokens I have enough conviction to hold rather than simply trade for a quick flip XkeTXo1125vz5H9svJpGiw4JvLbN8VmMu9cmMvspump
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robinhood:0x1c1daef0300551adbfbe403e7d567b6c5aff566f ,1m稳
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等2m看看0x0ff9072a1ead154d92c2d2fef16afba6028ce2b2
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sol的agi和rh的agi,谁赢,反正sit赢了 robinhood:0x5a8625d314fdd298101d87932a784b756a401e18 robinhood:0x5a8625d314fdd298101d87932a784b756a401e18
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稳住 0xd5f1afea47b1a9eab414d2ee740cf1d6d039e725
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icey🦭/acc retweeted
有人来捡垃圾群吗,突然心血来潮,想把社区搞起来 大家可以一起玩一些东西,互相分享 这条推文抽5份猪脚饭吧,每人5刀,到时候直接用grok抽奖,想参与,一键三连就行 t.me/+TwWoba_GpNQ4MzRl
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白毛股神 Serenity 火遍全网,到处是她的传说,但是没人讲清楚她是谁 这个人非常神秘,被称为半导体的供应链之神,年内回报率 4502% 我梳理了她所有推文和留言,整理了目前最全面的介绍 最重要的是 @aleabitoreddit 选股思路和供应链方法论全解析👇🧵
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还记得你何时加入 X 吗?我知道!#我的X周年纪念日
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icey🦭/acc retweeted
你们要想清楚要赚谁的钱 1. 10k~500k赚的是各个群,社区互相传播接盘,小车头跟单的钱。 2. 500k~3m 赚的是某几个kol互相传播,车头fomo跟单的钱。 3. 3m~10m 是各大kol集合推送,小游资短暂拉升的钱。 4. 10m~50m是名人强背书,kol集体强力推送,官方机构背书,这时赚信息传播链时效性的钱。 5. 50m~300m,成型的社区,短时期的强共识,不断拉升的fomo情绪,已有大做市商下场操盘。你要赚上交易所等重大利好落地前的钱。 6. 300m~2b,你要赚二级市场以及圈外人的钱。 7. 2b~10b,这已经是各大机构做市商互相接盘的区域了,这时就看你眼界高低了。 说白了能成规模的金狗各方势力缺一不可,只是高度问题,你想抓到百倍的,你玩10k到1m也没问题,就是赚多赚少的问题。每个人有每个人的玩法。但你要清楚你买的这个币,到底可以赚到谁的钱,有时候不要过度幻想。
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找到属于自己的“普通人”玩法 看到龙王和风无向的两篇帖子很热,抱着认真看了一遍@dotyyds1234 @Web3Feng ,都在讨论同一个残酷的真相:这个市场对于绝大多数人来说,是一个负和游戏。财富不会凭空产生,它只是在不同的口袋间转移——从早期的“傻瓜A”,到后来的“普通人B”,再到现在精明的“聪明人C” 读的时候,我就在对号入座,我可能是那个靠运气在早期赚过钱的傻子A,也可能是那个一度自以为聪明、最终又被更聪明的人收割的普通人B 这个市场是零和博弈还是负和博弈,真的还重要吗?重要的是,我们每个人都必须看明白一件事:你在自己的认知范围内,到底能赚到什么钱。 我见过太多中产返贫、中年返贫的故事,生活远比K线图更残酷。如果我们还没那么惨,第一件事不是想着暴富,而是先活下去。只有活下去,才有机会“秒杀全宇宙”。 我也曾经在合约市场里厮杀,体验过数月盈利超$10M+ 的快感,也经历过资产大幅缩水的夜晚,这些过山车般的经历最终教会我一件事,我或许就是个普通人,甚至是个傻子,我没有聪明人那样敏锐的嗅觉,能抓住每一个金狗,也没有那种能一单几十上百万U的决断力和运气 我接受这个事实😌😌😌 既然我不是那个18岁手持木剑,一心要屠龙的少年,那我就不再强迫自己进入那个最残酷的PVP竞技场,我找到了属于我的舒适区,我的“击球区” 我持有主流资产,作为我资产的压舱石,不再轻易卖出 我波段操作看好的山寨,但不再All-in任何一个不确定的未来。 我愿意花时间Build我真正认可的项目,比如 $OG ,我重仓了6个月,最终带来了单币收益数倍,这比追逐每一个热点要踏实得多 这就是我的节奏。我不再去质疑自己是不是“不够猛了”,反而看得更清楚。 尤其是成家之后,我更加明白,我向着梦想前进的路上,不再是一个人了。我的每一个决策,都牵动着另一个人的生活。我可以慢一点,但必须稳一点。 交易这条路,是这个圈子最难的一条。如果你没有顶级的天赋和极度坚韧的神经,强行走下去,只会被那些从白骨堆里爬出来的“杀神”们收割。 最后,送给所有感觉自己是“普通人”的你 承认自己普通,不是认输,而是另一种形式的强大。 它意味着你开始寻找属于自己的打法,开始珍惜自己的筹码,开始为了更重要的人和生活而战 我们不求瞬间的光芒万丈,但求在漫漫长路上,稳当地走到最后
前两天在杭州,龙王一直反复和我在提这个观点: 首先,这个圈子是一个绝对的负和市场,绝大多数山寨不产生任何价值,所以财富都是靠圈外资金进来产生的。 这个圈子,交易这条路是最难走的,是最最最难的。 其次套利,挖矿,空投,MEME土狗这几条路都比合约交易这条路难走。 我之做交易的频率和尺度小了,不是遭重,而是见到的顶级交易员越多,越能看到自己的天赋不行,不够强。而且我也觉得每天盯着警报,长时间盯盘,让我太疲累了。 我想休息下,当下懒狗,享受下人生。 你看深大现在强?双赛道之王,曾经我也是,当年我比他还猛。24年上半年每个月都能印2M+。 为啥我现在懒了,我算了账,内窥了下自我。 目前的物质水平,我不需要太进取努力了,我只要拿出30%的资金去做空投,Farm,加上我过往的成功,作为一个头部KOL,空投我还有 @Wave_Tool 这样业内口碑不错的工具。 一年随便做到总资产30%甚至50%+的增长,而且这个增长,交易占比非常少。我可以很轻松的生活。 我不会因为仓位大失眠。 剩下的两年里,也许下个任期还是共和党,那么还有5年。 剩下2-5年内,要么你能爆发式增长,要么你能稳健+部分激进策略高速增长。 如果不能,那么,以后没有池子给你掏了。 30以后,就在思考自己作为一个男人的好日子还有多少. Ego降低伴随的是脑子玩坏的质疑。 别质疑,我有我的节奏和思考。 要活着,才有机会秒杀全宇宙啊。
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icey🦭/acc retweeted
Brevis 团队宣布推出 Pico Prism——目前最快的以太坊 zkVM 实时证明引擎,被 Vitalik 转发。 zk证明性能大幅提升:在 64 张 RTX 5090 的配置下,99.6%的区块验证可以在12秒内完成(12秒也是目前以太坊出块间隔),平均 6.9 秒,远超竞争对手。 @brevis_zk 拿到了 Polychain,YZI Labs 的投资,现在又获得Vitalik和以太坊基金会的背书,估计发币就是大满贯。 目前有做任务撸积分的活动,值得参与: proving-grounds.brevis.netwo…
Excited to see @brevis_zk's Pico Prism entering the ZK-EVM proving arena! An important step forward in ZK-EVM proving speed and diversity.
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Goblin Content Creation Challenge: Results & Rewards 🏆 A huge thank you to everyone who participated in our Content Challenge! The winners have been selected. - Cash Prize Winners: Please visit our Discord and open a verification ticket to claim your cash reward. Make sure to provide your wallet address for smooth distribution. - SBT Reward Winners: Your exclusive Goblin Stars SBT minting access will be granted within the next 7 days. Keep an eye on your registered wallet - no additional action is needed for now. → Check list here 👇 docs.google.com/spreadsheets… Congratulations to all winners.
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Introducing Virtuals Robotics. 1/ Since inception, Virtuals’ north star has always been to build a society of AI agents. A network where agents can coordinate, transact, and create value. (1) Through ACP, we enabled agent-to-agent commerce. (2) Through Butler, we bridged human-to-agent collaboration. (3) Through Unicorn, we solved capital formation for agents. Each layer extended the reach of digital intelligence. Now, that network expands into the physical world through Robotics, where intelligence gains presence and action becomes material.
humanity’s oldest dream was to give thought a body blockchain enables trust, AI reasoning, and robotics execution; the digital and physical now begin to converge into a closed loop of autonomy this is our (Robotics) middle Way, Virtuals’ path to embodiment article below
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Ai+机器人赛道的 @openmind_agi 最近火起来了,融资背景还是赛道概率都值得关注下。 怎么去参与这个项目能过拿到早期筹码。整理了下思路供参考。 1、最简单的下载他们的App,每天走路、签到获得积分 下载连接:openmind.org/app 注意:App Home栏左上脚蓝色是积分,黄色是签到天数 2、徽章 1)最简单的OpenMind FABRIC Identity 打开链接:fabric.openmind.org/profile 流程:谷歌邮箱登录→进入Profile→连接钱包→铸造 注意:钱包主网余额至少需0.001 ETH 2) Mapper :使用App 走路获得大于5 蓝色积分 3)Evaluator :刷App里视频 、评分和提交反馈 4)Developer :针对开发者的徽章, OpenMind 平台上提交技术、代码等贡献 5) Telenaut :利用 OpenMind 的远程作平台远程控制机器人 6)Researcher :针对优秀内容贡献者,写一些 OpenMind 上见解内容等 7)Silver:积分排名前50%会得到 3、去蹲Dc 活动拿角色 加入:discord.com/invite/openmind 4、邀请,看到有人拿到了邀请码。目前不确定怎么获取,有拿到的欢迎评论分享
Pantera 领投,Coinbase、红杉中国等参投的另外一个Ai赛道重量级项目@openmind_agi 现在可以 free mint 个徽章。 领取步骤(需要主网余额大于0.001E): 1)谷歌邮箱登录 2)左下角点击个人资料 3)找到My FABRIC Identity 开始Mint 铸造链接:fabric.openmind.org
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icey🦭/acc retweeted
We’ve raised $75M to build the decentralized energy network powering the world’s most important commodity: electricity. This funding helps us move faster toward an electric grid that delivers what the old one no longer can: affordability, reliability, and abundant power.
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I signed The Promise of the Fremen! @gaib_ai
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老项目 @phi_xyz 空投可以查了。回忆下这个是当年有Ens域名才能玩的堆积木项目,链上任务做的多,给的积木就多。 不知道值多少钱,给了5000多个币。领取空投要完成三部曲。 查询链接:phi.box/claim
努力的人还在埋头刷着Perp赛道 币。虽然没Meme波动大,但是能够稳定亏钱。
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