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crypto,web3,nft

New York, USA
Joined August 2020
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readmore.eth retweeted
最近反复思考的问题:下轮牛市发动机是什么? 以下是我的思考 🌟可能叙事/板块 L1 / L2 / L3 Lsd / Rwa Meme Gamefi / NFT / On-chain game Ordinals / Brc20 Defi 1.0 / Perp Gamblefi / Tele / Dis bot 🌟最大概率龙头 L2 On-chain game Ordinals / Brc20
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The fund is offering $100K in seed money to startups focused on Ordinals with an emphasis on developer tools, accessibility, Web3, DeFi, and more. cointelegraph.com/news/bitco…
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著名“大空头” Michael Burry,曾预测2008年金融危机的高人,用16亿美元做空股市! 这占了他整个投资组合的93%。
MICHAEL BURRY'S SCION ASSET MANAGEMENT HAS BOUGHT PUT OPTIONS AS OF JUNE 30 AGAINST $886.6 MLN WORTH OF SPDR S&P 500 ETF TR UNIT - SEC FILING
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readmore.eth retweeted
It is pretty funny how only a few VCs understand how profitable roll-ups are... In July **profits** on @arbitrum - 605 ETH ($1.1m) @optimismFND - 517 ETH ($950k) @zksync 1309 ETH ($2.4m)
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持仓量又上来了
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readmore.eth retweeted
paypal跟Tether等发行美元稳定币的主体不同,paypal本身就有数亿级用户,它有机会成为连接加密世界和传统世界的重要通道,尤其是加密的现实支付方面。PayPal基于以太坊发行其pyusd稳定币也会进一步巩固以太坊在加密世界最重要基础设施的位置。对于未来的支付来说,以太坊L2也有机会发挥重要作用。
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Realized volatility for #Bitcoin has collapsed to historical lows. Across 1-month to 1yr timeframes, this is the quietest we have seen the corn since after March 2020. Historically, such low volatility aligns with the post-bear-market hangover periods (re-accumulation phase).
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大饼底部会在哪
67%25000
33%23000
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0%20000 以下
3 votes • Final results
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I just minted my !fundrop pass on @mintdotfun. Mint your pass to see how much !fun you have here: mint.fun/fundrop?ref=0x2A0a2…
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7. 随着以太坊上链交易量增加,L2解决拥堵问题的需求也会持续增长。 8. 当前市场上L2项目还不是很多,竞争相对较少。 9. 以太坊生态内项目积极拥抱L2,有助推动L2获取用户规模。 10. 在数字资产价格下跌的大环境下,L2这类快速实现的项目更受青睐。
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总之,L2当前确实具有较高的性价比,但长期来看还需要通过差异化竞争以及真正解决用户痛点,为DeFi带来增量价值,而非简单重复以太坊生态,避免产生过度同质化competition。
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8月,coinbase 的 op 链 base 也要上主网,利好op。
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