GodFirst

多说造就人的话。

@jerrybanfield You should attract other projects to work with icp rather than thinking all others were bad and would go to zero.

Honest Hedera $HBAR Crypto Review: Built for Institutions, Not for You

Hey! Picture the old internet like a giant, wobbly Lego tower that big companies control. Hackers keep poking holes, and everything (websites, apps, data) sits in risky layers that can crash or get attacked. ICP is like one super-strong magic cube built from thousands of computers worldwide working together—no bosses in charge. It runs everything (tech stacks, AI, secure apps) way faster and safer on its own, like an unbreakable playground for the whole internet. Boom—future tech!

你真正可以靠炒股为生的时候，那种状态其实不是兴奋，也不是幸福，而是心如止水的平静。你深知何时该入场博弈，也清楚哪里是你必须忍耐的垃圾时间。你早已戒掉了一夜暴富的幼稚幻想，如同农夫一般播种守候，不急不躁的等待丰收，这种深沉的宁静，是你熬过了无数次止损的黑夜，才终于掌握的顶级智慧，很多人其实都是在各种纠结中错过机遇，却没有如愿规避掉相应的风险。只有承认自己不具备挑战复杂的能力，把波动当做理所应当的义务来面对，就能平静下来做好个股，此时的你就获得了超越他人的情绪与心智力量，而这才是交易的护城河。

@CryptoSpill 一看那种拉盘，不是自己人胜似自己人，就知道恶心到什么程度了。本来都不想说话了，真是行业的耻辱。

今天币安人生开始大面积风控。 很久没骂币安了。忍不了。 币安人生很明显有人在控盘，还是个大庄。 币安知不知道？废话，币安能不知道？ 那为什么不处理？ 或者换个说法，为什么不明着处理？ 因为币安他妈不敢。 币安选了一个最窝囊的方式：风控。 你去问客服，客服给你一段人机回复。 触发了什么风控规则？不告诉你。 为什么触发？不告诉你。什么时候解除？不告诉你。 但凡做过交易所的人都清楚，这种操作的本质是什么。 打野庄。 链上有人控盘，你不能明着说我们发现有庄家在操纵这个币。因为你说了，等于承认你知道。 你承认你知道，大家就要问了：知道为什么不早说？ 知道为什么不下架？知道为什么还让BSC Foundation买？ 所以只能用这种不痛不痒的手段，封几个账户，限制几个划转，意思意思。 但这里面最大的问题是什么？ 选择性执法。 有些账户封了，有些没封。同样的链上行为，有的人被风控了，有的人好好的。 凭什么？标准是什么？谁定的？ 第一，我有理由怀疑，这套风控机制内部是否存在利益纠葛。负责这套制度的人，他有没有动力去改？他愿不愿意改？如果现有的模糊地带对某些人来说反而是一种便利，那这个制度就永远不会变。 第二，这些游资、野庄，说到底是币安的衣食父母。他们带来什么？交易量，手续费，链上活跃数据，社区热度。币安每个季度的数据报表，有多少是这些人撑起来的？ 币安一边不敢把处罚摆到台面上，一边掩耳盗铃玩风控，宇宙第一大所，怂成什么样了？ 这就是为什么每次出事，币安永远不把话说清楚。不是不能说，是不敢说。说了就得处理，处理了就得得罪人，得罪的还都是给你送钱的人。 第三，管理极度混乱。 窥一斑而知全豹，币安内部在这件事上根本没有统一态度。 币安人生从3月底0.038美元一路拉到现在，翻了好几倍，市值两个多亿美金。到今天为止，币安连一个Risk Banner都没有挂。 一个星期前，CZ新书《币安人生》官宣上架。 这等于什么？等于给所有炒这个币的人发了一张带钢印的请柬。不管CZ本人有没有这个意思，市场就是这么理解的。 一边说不参与下场炒作，一边又在各种有意无意造热度，最后还怪社区，二圣是人格分裂？ 另外最大的问题是上币的时候态度就极度暧昧，导致所有人都知道这个币会上币安。摆明告诉所有人一定会上。内部利益输送这一块有没有？内外配合你敢查吗？ 如此种种，足以看到币安从上到下不是一般混乱。 一边享受着币安人生带来的社区热度和品牌曝光，一边说这是链上的事跟你无关，一边还掩耳盗铃做风控。 涨的时候是社区繁荣，跌的时候是用户自己的选择。赚到钱了是生态自由，亏了钱是你该做的研究没做。 币安人生，草台人生，傻逼人生！

@ICPLEGEND1966 @dfinity please do not do this, if you want to do this, see the ICP from 2021?

$TAO JUST SHOWED THE MARKET WHAT FAKE DECENTRALIZATION LOOKS LIKE. $ICP BY @dfinity ♾️ SHOWS WHAT REAL ARCHITECTURE LOOKS LIKE. This is what happens when a network talks big about decentralization but still has obvious control points, insider leverage, and governance that can turn into a power struggle overnight and just one dispute. One fallout. One ecosystem shock. One brutal reminder that not all “decentralized” systems are actually built to survive conflict.That is the real problem. When emissions can become a weapon, when subnet operators can be pushed out, when governance starts looking like a private club instead of a protocol, the mask comes off. And the market notices fast. That is why $ICP by @dfinity ♾️ matters.ICP was built differently: Onchain governance Protocol-level execution Autonomous subnets Independent node providers Full-stack apps running onchain Upgrades executed by the network itself. Not founder-first control. Not governance theatre. Not decentralization until someone powerful gets angry.$TAO drama is not just drama. It is an architecture test. And under pressure, weak architecture tells the truth. A lot of crypto still runs on narratives, personalities, and hidden trust assumptions. $ICP runs on engineered rules. That is why $ICP keeps separating itself from the noise. When things get hard, slogans do not matter. Token branding does not matter. Influencer hype does not matter.Architecture matters. And once again, $ICP by @dfinity ♾️ is showing the difference between a system that talks about decentralization and a system that actually implements it. The future will not belong to chains that fake resilience .It will belong to chains that were built for it. #ICP #DFINITY #TAO #Bittensor #Crypto #Web3 #AI #DeAI #Blockchain #OnChain #Decentralization #Cloud #SovereignCompute

“中心化方案是Don't be evil，相信谷歌不作恶。密码学方案是Can't be evil，数学保证谁也作不了恶。 你不需要相信他们是好人，你只需要相信数学。”

这两张照片不错。

超级干货！这绝对是有史以来对微策略（MSTR）运行机制最精彩的解读！ 这是一份来自Mark Moss 的长达10分钟的深度解析，强烈建议收藏起来慢慢看！ 如果你到现在还认为迈克尔·塞勒（Michael Saylor）只是个“靠借钱炒币的疯子”，那你正在错过这个时代最大的财富认知差！华尔街那些拿着传统市盈率（PE）去给微策略估值的精英，简直错得离谱。 这段视频直接把微策略底层的“无限循环”逻辑扒得干干净净。这根本不是什么炒股，这是一台吞噬全球流动性的“合法印钞机”！核心底牌就三张： 1️⃣ 拥有“不死之身”的债务护城河外面天天有人意淫大饼跌破3万塞勒就会爆仓？ 纯属外行瞎操心！视频里一针见血：他的巨额债务没有抵押任何比特币，而且债主无权要求提前还款。只要比特币不彻底归零，他光靠账上的现金就能稳如老狗，绝不可能被迫平仓！ 2️⃣ 左脚踩右脚的“飞升阳谋”买 MSTR 股票，买的根本不是公司业绩，而是它不断膨胀的“每股含币量”。 只要市场愿意给哪怕 1.2 倍的市净率（PB）溢价，塞勒就敢反手增发股票去疯狂扫货大饼。只要顶着溢价买入，股东的价值就在被无限增厚！这就是完全摆在台面上的无解阳谋。 3️⃣ 向 350 万亿传统老钱“终极吸血”这是全片最让人头皮发麻的王炸！ 他们竟然推出了年化高达 11.5%、净值死死锚定的固收产品（STRC）。塞勒直接化身“加密银行”，用极高的稳健利息，把全球 350 万亿固收市场（尤其是那些承受不起股市崩盘的婴儿潮老钱）疯狂吸进大饼的池子里！他拿大饼的高波动去赚取超额暴利，付给老钱固定利息，剩下的天量差价全进自己腰包！ 当传统金融还在嘲笑加密货币没有基本面时，微策略早就跳出三界外，变成了一个深不见底的“流动性黑洞”。

卧槽！这理论！太尼玛牛逼了！ 我一直以为saylor 只是搞传销的大忽悠！ 没想到这货数学如此之好！ 他在昨天的采访中表示如果你持有比特币你就是神！ 而持有黄金你只是一个凡人！ 因为黄金每年有2%的通胀，每36年供应量就翻倍 意味着黄金半衰期是36年 假如你能活到70岁你就要经历黄金两次翻倍稀释！ 而比特币通胀却是零，它的经济半衰期是无限！ 这意味着你不管活几万年都等不到它稀释你手里的币 也就相当于你持有比特币你就是神！ 持有黄金你只是一个凡人！

很多人还在问： 比特币到底是不是“钱”。 Michael Saylor 已经在想下一层了。 如果未来是 AI 和 AI 在高频协作、交易、验证、结算， 它们需要的，可能不是传统金融系统， 而是原生存在于数字世界里的资本、货币和认证网络。 他的判断很直接： 比特币不只是储值资产。 它还可能成为未来数字经济的资本层、结算层、信任层。 这个视角，我觉得非常值得看。 因为你看的已经不是下一次涨跌， 而是下一个时代的底层结构。

Michael Saylor：希望所有手机都能接入比特币 3 月 19 日 Strategy 创始人 Michael Saylor @saylor Presidio Bitcoin 频道接受采访时表示，希望看到每一部手机以及所有操作系统和金融应用程序都能内置对比特币的原生支持。他提出比特币是一块“金融电池”，设想打造由比特币驱动、可持续 10 年的产品。 Saylor 称，若保险业由比特币驱动，赔付金额可提升 5 至 10 倍，成本下降 10 倍，保障周期也会更长。同时，他预测未来十年将是创新与繁荣最集中的时期，数字技术将极大改善各行业，让一切变得更便宜、更高效。 来源：Presidio Bitcoin

@BitWalker_ Exactly. What's the point of someone so emotional coming back? he can only hurt $ICP

Jerry is a fool and in his last video he basically admitted most of the things I accused him of. He was always manipulator, and he will always be. Welcome back ? No, thank you. $ICP

@SnassyIcp Fully agree

There’s an old joke: ”That man over there is a genius - he agrees with me on everything!” I try to bear this joke in mind when pondering governance. There is no formal difference between spam and an unpopular proposal. What is the difference between a disgruntled member who keeps submitting their unpopular proposal that they know won’t pass, over and over, and an earnest member who knows their proposal is unpopular, but is trying to build support behind the scenes and every time they submit they think ”I hope this will be the time!”? Nothing that can be discerned by the NNS. If anything, I could get behind scrapping the ”motion” proposal type, because it is almost per definition spam in my eyes (they seem to mostly exist to compensate for lack of more appropriate forum software that should have been shipped with NNS). But I think that would be an unpopular proposal so I am not submitting it. Same for the prop under discussion here, that just failed. Because it was so unpopular, it was basically just a waste of time, and was thus essentially spam that should have not been allowed if the same proposal had passed. If you think not, please explain the precise heuristics we could use (automatically, programmatically) to tell the difference to the spam the proposal actually wanted to prevent. In the end I think proposals to combat spam fall in the same category they want to prevent, unless accompanied by some serious math to classify spam.

我们中国的战略布局能力，真是天下第一 世界各国的媒体，最近几天都在讨论能源危机。 霍尔木兹海峡，如封。真有这么严重的影响吗？ 看对哪个国家来说了。 对日韩，还真是影响很大。 虽然日本政府装没事，不怎么谈石油的问题。但日本媒体和日本产业界已经都急疯了。 日本‌95%以上的原油进口来自中东地区‌，其中约73.7%必须经过霍尔木兹海峡运输 。 虽然日本有250多天的石油储备，但日本人从古到今都有极强的生存危机意识。现在霍尔木兹海峡，日本油轮过不了。所以，日本老百姓应激了。 韩国能源进口的情况和日本差不太多。韩国‌70%以上的原油和约20%的液化天然气从中东进口‌，其中大部分需经霍尔姆兹海峡运输。只不过韩国比日本多了一条退路，日本和俄罗斯关系不好，韩国可以找俄罗斯买。 所以，韩国媒体和产业界，没有日本那么焦虑。 日韩都面对能源危机，而在亚洲还有一个国家已经焦虑到病急乱投医了。 3月16日，越南工贸部表示，越南已请求日本和韩国帮助其增加原油供应。3月17日，越南政府总理范明政会见了日本驻越大使伊藤直树，明确希望日本在能源领域向越南提供支持。 这些事情，都说明，世界上的大多数国家，都缺乏对极端事态的应急准备。平时没事的时候，一切都好，出了事情，因为没有战略布局，两眼一抹黑。 这种时候，就体现出我们中国政府的伟大。 说实话，我们中国老百姓真是被国家保护的太好了。紧急事态，极端事件，都有国家托底，有国家事前就准备好的预案。一般的事情，都影响不到我们。 这两天，看到一个新闻没？中吉乌铁公联运，运量暴涨40%。 为什么？中吉乌铁公联运，通伊朗的。我们进口伊朗石油，基本上没有任何影响。我只能说到这了。 中吉乌铁路，就是我们国家的战略布局之一。 平时看起来，真没多大用。成本高，打通还费时费钱。但极端事件出现，中吉乌铁路就是替代方案，就是“后门”、 这样的“后门”，我们中国有很多，巴基斯坦的瓜达尔港、重视缅甸的缅甸通路、推进中的泰国运河，等等等等。 这几个都是直通印度洋的运输道路。 如果黄海、东海、南海情况不好，如果马六甲海峡生变，那这几个“后门”就是替代方案。极端事件发生后，这几个“后门”就能救命，就能提升我们中国老百姓的生存几率。 所以，没事的时候，别嫌弃战略布局“后门”费时费力费钱，不想像日本、韩国、越南现在这样遇到极端事件两眼一抹黑，那平时没事的时候，就得认真做好战略布局。 从全球范围来看，我们中国的战略布局能力，真是天下第一。 大多数国家，别说做“后门”这种战略布局了，选票制度连高铁、大桥、发电厂，这类基础设施、民生设施都做不好。 伟大的国家不是一人一票，民意和烙饼是差不多的，一会儿就要翻面。 能保障自身的文明传承，能保障国家的生存，能保护人民的生活不受极端事件的影响，这才是伟大的国家。

@ohyishi 长期来看，所有交易所都是一样。

中小交易所在 BTC 上涨过程中，要么挪用了用户的 BTC 去做空对冲（赌回调），要么直接把储备拿去做了其他投资，结果 BTC 持续走高，窟窿越来越大，最终无法兑付。 所谓的 Proof of Reserves 本身在很多小所那里就是一场表演，独立审计是没有的，负债端披露是不存在的，Merkle Tree 是可以被操控的，用户根本没法验证。 所以接下来看到中小交易所软跑路也不要奇怪，他们会吞下自己种的恶果。有币的赶紧提吧。 最好的上涨是在怀疑中上涨。

@silverfang88 看了一下他们父子俩的经历，真是不可思议：父子合力把千亿企业干掉的经典案例，感觉跟炒石油期货的很像，只不过是时间拉长了。

曾经的江苏首富资产归零了 深陷2387亿元的巨额债务泥潭 正式成为中国大型民企债务重组 创始人资产归零的首例 从南京宁海路 一家不起眼的空调店 到千亿集团 35年的风风雨雨 最终也说不上是葬送在了自己手里 还是同样年仅35岁的儿子手里 毕竟杀死骆驼的最后一根稻草 是交杯酒过后 张近东投资恒大200亿元 儿子斥巨资收购国际米兰 江苏苏宁足球俱乐部 耗资近百亿却难以盈利 最终廉价变卖 成为了橡树资本的案例 从宾夕法尼亚毕业到摩根士丹利 这个富二代一直都非常努力在摆脱标签 不玩车不搞女人不办派对 48亿元买下家乐福中国 42.5亿元买下天天快递 他在试图用自己学来的那些投行知识 来追赶这个江湖最聪明的剑客们 希望能一剑开天 最终剑客们互相出手的余威 都震碎了苏宁最后的倔强 张近东仅保留了一套68平米的老房子 他已经没有属于自己的股份和资产 余生大概都要为债权人打工

一个去中心化的东西，如果一心想着政策支持，就是有病。你想着支持能暴涨，来支持的人比如川子，想的是怎么割你，这就是人性。这就是为什么我们需要拿好自己的饼子。

a word out from my mouth: "amazing"

@SnassyIcp @radudeicp @PierreSamaties Thanks for the sharing, appreciate.

This morning, Xander (from the dev forum open letter) and I had a great conversation with @radudeicp , Björn Tackmann and @PierreSamaties about Mission 70 and its impact on operations for projects such as our SNS DAO called Sneed. Bottom line: we understand, on one hand, that 13 node subnets are costly and should not be subsidized long term. We also think, on the other hand, that raising costs on 13 node subnets should go hand in hand with introducing options to run parts of applications on lower-consensus (fewer nodes) subnets. Paying high 13 node costs for the part of the application that needs it makes sense. Paying lower costs for parts of the application that don't need such high security guarantees also makes sense. I believe we found common ground and a shared understanding with this perspective, and I came away feeling very positive about Dfinity's plans to address these concerns. I think all the right items are on the road map, in reasonable time frames, and I have high confidence that the necessary tools for devs to adapt to the updated mission 70 cost landscape will be made available in time. There were some more good news in the imminent pipeline for SNSes, with a very solid plan for efficiency improvements (that are possible now once the platform has considerably matured compared to when SNS-1 was launched). The plan will roll out in stages, but already the first step - apparently ready for deployment very soon - will have a huge impact on SNS Infrastructure cycle costs. This will make the life of every SNS easier and extend runways, so this is just one-sided great news! I thought it fair to report this since I have made a bit of noise about my concerns with mission 70, particularly the gas hikes. After this meeting, I feel that Dfinity recognizes the challenges I and others have raised, and are taking practical, sensible steps to address them. The road ahead might be a bit bumpy while it all gets sorted out, but nobody promised or expected just plain sailing on the cutting edge. Dfinity, in my opinion, sees these cost hikes as necessary and unavoidable, but does understand and respect the impact it may have on builders and are taking the right steps to alleviate the impact by building the right stack for letting developers control costs far more precisely. Metaphor time! It is like Dfinity sold safes, and only had a very very secure "13 lock" safe on the market. App developers (let's pretend app developers need safes to make this metaphor work) love Dfinity's safes, but in truth what they usually need for their app is one 13-lock safe, and then 9 more safes that don't have to be quite so "Fort Knox" secure. Devs would love to buy all 10 safes for their app from Dfinity, because they really do make great safes, but unfortunately Dfinity has only had the 13-lock safe to offer. So, to make that viable for devs, Dfinity said "hey, let's meet in the middle: we sell you these 13-lock safes cheaper than we should - at loss even - so you can indeed build your whole application with only our safes (100% on-chain) using our 13-lock safes even for those cases where you could go with lower security. The problem is that this at-loss offer can't go on. So the solution, in a nutshell, is for Dfinity to introduce less expensive 7-lock safes, perhaps even 3-lock safes and 1-lock safes. Then devs can pay for only what they actually need - and be happy to pay for the ultra-safe 13-lock safes in those cases where they actually need them! We can continue buying all our "safes" (secure application platform infrastructure) from Dfinity, without breaking bank by overpaying for security we don't need, and without Dfinity (and investors) making a loss on practically giving away 13-lock safes to devs for use cases where 7-lock or 3-lock safes would do. As far as I could understand, everyone in the meeting was on the same page on this, and the road map will reflect this, so at this point I am no longer worried about mission 70 derailing long term adoptability of ICP as a World Computer and full-stack application platform. Thanks to Pierre, Björn, Radu and Xander for a wonderfully productive and engaging meeting!