StablePair Hook 是 Uniswap Labs 给 v4 稳定币对做的官方动态费率 Hook(约 9/10 发布)。专治 USDC/USDT、USDC/USDG、以后也能扩到 WBTC/cbBTC 这类「该 1:1」的池。
要解决啥
稳定对有锚定价。价格漂了,套利价值很大;固定费率要么便宜给套利机器人赚差,要么太贵把池子报价挤出市场。StablePair 用按偏离 + 方向改 LP 费,让交易者报价稳、LP 多吃回归价值。
动态手续费到底怎么控制的?
设 reference rate(如 1 USDC = 1 USDT)和窄 band:
band区间内: 费率随现价微调
买卖使区间往外恶化:LP 费 = 0
买卖使区间往内改善:荷兰拍衰减费:从高费起步,每块往下掉,直到有人套利;差价留给 LP
费与成交量无关,只看块初价格 + 方向;同块内 getFee 一次可读双向费率。
这里使区间恶化为什么要0 lp费用呢,可能主要是在用用户在偏移的基础上付出更高的成本,lp其实在库存上已经赚到了
timw retweeted
点评一下N-S爆破解有关新闻。(无技术细节)
1. 人类数学家并不是“只”跑了几个月AI,就找到了一个近似N- S的爆破解。 NYU的Tristan 不是素人,他是这个领域绝对的资深顶级大牛。至少从22年他就开始用电脑辅助寻找爆破解了。 更不用说这个爆破解思路是建立在人类这15年来一系列的成果之上。Tao 曾预言找到只是时间问题。
2. Open AI的行为。 假设他们真的是在知道Tristan发布公告后,开动了1万个agent 狂算得到的结果。 也非常让人不齿。属于典型的偷成果。
做个类比,就好像一个人花了几年时间终于推算出某处下方有个大墓。然后被世界第一大工程公司知道了, 他们连夜开来1000辆挖掘机,把方圆1000米全挖了, 然后宣布他们找到了大墓。
已知Tristan找到近似答案, 等于知道他所涉及的方法领域是能接触到“解”的边缘了。 这是一个非常巨大的信息。等于知道 “此处下方有大墓”。
3. Tristan的方法其实是可以推广到NS 问题的(Tao的推文评价)本来属于人类的一次通过接力方式完成一项科学巨作的伟大精彩时刻,被贪婪的资本家抢走了。
4Stock 是什么
Four.Meme 做的前置美股代币:给还没有对应 bStock 的热门美股,先在 BNB Chain 上有一份可交易的股票底仓资产,好让 Stock Meme 能拿它当交易对,而不是干等 bStock 上线。
一句话:底层美股 → 1:1 托管持仓 → 链上 4Stock
核心机制
申购铸造(早期是申请制)
用同一地址转 USDC 到官方收款地址,交 Tx + 表单;单笔门槛约 1 万 USDC。
Four.Meme 用这笔钱去买对应正股,按实际买到的股数 1:1 铸 4Stock 打给你(一般约 24h)。
Mint Fee 1%(从 USDC 里扣);股价在路上会变,最终拿到的数量可能和预估有差。
用途当 Stock Meme 的底池报价资产(热点股还没 bStock 时,也能先发/交易相关 meme)
铸完后可在链上自由转、交易
对全 BSC 开放,不只 Four.Meme 一家用
赎回(文档写即将上线)
4Stock → 卖正股 → 回 USDC;同样约 24h 周期、最低约 1 万 USDC 等值、赎回不收费。
完整环:USDC → 正股 → 4Stock → 链上交易/Stock Meme → USDC
以后对应 bStock 上线,还可以走:4Stock → 1:1 bStock
新标的首发
想上新股票:约 50 万 USDC(25 万买正股铸币 + 25 万配对初始 LP)。
首发人拿:相关 Stock Meme 内盘手续费 50% + 初始 LP 收益 50%。
和 Stock Meme / bStock 的关系
bStock(如 NVDAb):已有链上美股代币,可直接当 Stock Meme 底池。
4Stock:bStock 还没覆盖时的前置补货,先把热点股搬上链。
Stock Meme 本身仍是独立 meme,不等于正股股权。
文档:four-meme.gitbook.io/four.me…
timw retweeted
New trading pairs are now live on Pairity.
You can test options trading on Base for:
ETH
BTC
AAPL
GOOGL
META
NVDA
These markets use dev tokens for testing, while reference prices are powered by Chainlink.
Try trading Calls, Puts, and Base positions
Pairity is still in development. Please use a fresh wallet and only a small amount of ETH for gas.#RWA #STOCK #CRYPTO #OPTIONS
erc20本身可以在合约层面实现 virtual address,就是其他evm链的原生代币不好实现,或许可以提议一个新的eip verc20
timw retweeted
The highest-value human work in the AI era will be in domains with sparse reward signals. Internalize this, or watch your value erode over the next decade.
Math, programming, rote memorization, data science, all fucked. The classic “smart nerd” jobs are exactly where AI is strongest, because the feedback loops are dense. You can check the answer. You can run the test. That means AI can improve quickly, and humans will rapidly fall behind.
Your advantage as a human is in messy domains.
Taste. Judgment. Negotiation. Risk-taking. Politics. Sales. Science at the frontier. Anything you can only really learn by doing. Cross-disciplinary stuff.
The valuable domains will be the ones guarded by secrets, tacit knowledge, weak labels, long feedback cycles, and ambiguous outcomes. Places where the training data is scarce, the ground truth is disputed, and it's impossible to explain why something is good.
AI will still enter these domains. But we will be slower to trust it unsupervised there, because it will be harder to tell when it is right, harder to prove when it is wrong, and difficult to construct secure sandboxes. The stakes will be too high to YOLO it.
I find myself saying this over and over again to young people today: the future does not belong to people who are able to get good grades on tests. It belongs to people who can operate under uncertainty, in domains where correctness is hard to define.
Those domains will become the thin waist of the economy: as productivity everywhere else accelerates, the humans who excel there will become our economic Strait of Hormuz. The best humans in these domains will demand an enormous cut of the growing economic pie.
Your imperative going forward is to make sure you're one of these people.
(Or become an electrician. That probably works too.)
timw retweeted
还是那句话
线下见之前
对孙哥可以骂一句孙狗
对你dovey姐能骂她攒局割韭菜
线下真见了
人人都是一声孙哥 一生孙哥
谁不得喊一声dovey姐
再请教两句dovey姐您今天吃的好不好
大部分的币圈屌丝们的一天
早上起床
对着电脑一天
然后打飞机睡觉
怎么和别人滑雪吃日料做普拉提在斯坦福和卡耐基梅隆往来无黄丁谈笑有鸿儒?
兄弟们,梦醒了
天生的镰刀和天生的韭菜
无机物怎么和有机物对话呢?
timw retweeted
It's time to turn on the $UNI fee switch!
defi Renaissance🔥
Unichain confirmed. Send $UNI much higher.
Are you paying attention? Or are you twiddling your thumbs thinking that DeFi is dead? Thanks for your complacency.
DeFi Renaissance 🌟
timw retweeted
Unichain will allow staking $UNI to earn sequencer revenue. This is the fee switch I've been calling for.
DeFi Renaissance 🌟
While everyone is doomposting, I firmly believe that we are in the early innings of a DeFi Renaissance.
I believe the market is sleeping on DeFi which creates huge opportunities for those paying attention.
Here's why I'm betting on a $UNI fee switch ahead of the V4 upgrade.
















