Koｍorebi

Some of my PnL on long put positions. I know people got heavy bags of OTM put before the sell-off. Lesson from @JeffLia12309881, regularly get some puts when they are cheap, measured by premium short APR on @GreeksLive.

Clawdbot (Moltbot) 折腾记录& 避坑指南 🧭 这两天我把 Clawdbot 装了两遍。 硬件从 Macbook 换到 Macmini，大模型从 GLM4.7 测到 MiniMax 2.1。主要是GLM4.7老是报红，需要等待。 心态也经历了一次过山车，从刚开始为了“祛魅”而跟风，到现在沉下心来把它当作新事物慢慢去探索。 💡 写在前面： - 不想折腾？跳过也没事，你不会因此错过一个亿，也不用焦虑，把它当个新资讯听听就好。 - 手痒想试？请务必先看完下面的“安全风险”再动手。 以下是我看到的的高质量资源汇总（欢迎评论区补充共创）： 🧐 第一步：它到底是个啥？ 1. @dotey 宝玉老师：深度解析，看完非常受触动。 x.com/dotey/status/2… 2. @binghe 冰河老师：文字版详解，概念扫盲必读。 x.com/binghe/status/… 🛠️ 第二步：保姆级安装教程 1. 官方指引：@MiniMax_AI 官方教程，我第一次在 Macbook 安装就是看这个。 x.com/MiniMax_AI/sta… 2. 视频手把手：@lxfater 铁锤老师的完整入门视频，省去闲鱼几百块冤枉钱。 x.com/lxfater/status… 3. 避坑指南：@mike_chong_zh 迈克老师几十小时踩坑经验总结，含金量极高。 x.com/mike_chong_zh/… 4. VPS 玩法：@AppSaildotDEV教你不用 Macmini，在 VPS 上体验一条龙（含安全配置）。 5.VPS玩法：@vista8乔木老师推荐，@discountifu老师的教程。 x.com/discountifu/st… 6. 飞书接入：@akokoi1开源了接入飞书的方法，办公场景狂喜。 x.com/akokoi1/status… ⚠️ 第三步：安全！安全！安全！(必看)裸奔必死，请勿在无防护情况下暴露端口！ 1. 风险警告：@Khazix0918 卡兹克老师的教程附劝大家悠着点。 x.com/Khazix0918/sta… 2. 深度解析：@servasyy_ai 黄老师深度解析安全隐患。x.com/servasyy_ai/st… 3. 安全提示：@op7418歸藏老师也反复提醒关于安全问题 x.com/op7418/status/… 4. 漏洞实录：@fmdz387发现大量 VPS 暴露端口无认证，这是在送人头！ x.com/fmdz387/status… 第四步：社区与替代方案 1. 中文社区：@yucheng YC老师建立了（官方认可的）最大中文社区，有问题进去问。 x.com/lyc_zh/status/… 2. 平替体验：@YukerX老师演示了用 Claude Code 实现类似体验。 x.com/YukerX/status/… 最后，工具只是手段。 如果你发现了其他好内容，请贴在评论区，我们一起共创！

为什么要去诈骗链Sol做畜生呢？ 真的小丑

一起来看看 @base 的 “亲儿子” 项目 很多项目都有拿到 coinbase ventures 的投资。其中一小半已经TGE，并已在 coinbase 主站上所。 有一部分还没有发币，中文社区的伙伴们我们可以一起研究呀💙可以评论区评论我拉个研究群。 @AerodromeFi - $AERO Base 上的自动化做市商、最大的流动性中心 @AskVenice - $VVV 以隐私保护、去中心化和无审查为核心的人工智能平台 @avantisfi - $AVNT Base 上最大衍生品和 RWA 去中心化交易所，支持比特币、原油、外汇等资产交易，提供最高 500 倍杠杆与资本高效流动性 @bankrbot - $BANKR Bankr 是 base 和 x上头部的 ai agent，类似你的私人银行家的角色 @blackbird Blackbird 是一个奖励计划，提供纽约、洛杉矶、旧金山、查尔斯顿和丹佛等地餐厅的福利 @clanker_world - $CLANKER 快速部署 DIY 代币的AI agent，最近被 @farcaster_xyz 收购，年交易手续费 $75m+，年收入 $15m+ @daylightenergy Daylight 是去中心化能源公司，由 a16z Crypto 和 Framework Ventures 支持 @DefinitiveFi 一个由 Coinbase Prime 团队开发的机构级DeFi交易平台 @districtxyz Base 上项目的发射台，由 a16z 和 Initialized Capital 支持。 @ethos_network 加密领域的声誉系统，通过点对点审查和质押 ETH 保障 @farcaster_xyz Farcaster 是一个去中心化社交网络 @flaunchgg 买卖和发射代币的平台 @sportfun 足球运动员代币交易平台 @freysa_ai 完全自治且拥有主权的 AI 智能体 @glider_fi Glider 提供链上资产的自动化、无 gas 费用投资组合管理 @JoinSapien - $SAPIEN 一个去中心化的数据铸造厂（Data Foundry），旨在通过区块链技术、全球社区参与与经济激励机制，为AI 模型提供大规模、专业且高质量的训练数据 @joinbond Bond 帮助用户免费获得认可并与喜爱创作者连接 @KaitoAI - $KAITO 加密影响力、数据和资本的 AI 驱动分发巨头 @megapot Megapot 是链上彩票平台，1 美元赢取 100 万美元，赔率比美国彩票好 205 倍，已开奖超 1 亿美元，由前 Uniswap 团队创立 @noicedotso - $NOICE Noice 最开始是farcaster / baseapp 上的小额社交转账工具，现在正在做项目孵化 @nook_platform 由3为前coinbase员工创建的base上的余额宝 @o1_exchange Base 和 Solana 上首个完整交易终端，由 Coinbase Ventures 和 Alliance 支持 @OnboardGlobal Onboard 是全球银行 app，用于接收、消费或转换美元和稳定币 @paragraph_xyz Paragraph 长文上链的创作者经济平台 @RemixGG_ 游戏UGC平台 @senpi_ai AI 钱包，提供 alpha 洞察、链上交易执行等功能 @slice__so 去中心化购物或交易的链上协议 @townsapp - $TOWNS 一个专为在线社区设计的应用程序，用户可以作为群组一起赚钱 @truemarkets 24/7 交易头条新闻的平台 @trylimitless - $LMTS 预测市场 @Veildotcash - $VEIL 零知识隐私协议，由 Coinbase Ventures 支持 @virtuals_io - $VIRTUALS AI agents 的世界 @wasabi_protocol base 上的perp dex，长尾资产衍生品交易所 @zora - $ZORA 链上instagram，可以发行和交易内容代币和创作者代币

@cryptobraveHQ 纯畜生，SOL上诈骗犯越来越多了

你个诈骗犯，还威胁起诉我 让我看看你有什么资源

@usman5657765 @blockstranding @solana @magicblock This is a scam

Web3 gaming is leveling up in real time with @blockstranding. Built on @solana and @magicblock’s Ephemeral Rollups, it brings a smooth, fully on-chain multiplayer MMORPG where everything you do exploring, crafting, trading lives permanently on the chain.

@toms_web3 @blockstranding @primesdotgg @nrdxhq This is a scam

I'm watching the events unfold around me. @blockstranding there is a lot of hype. and I have high hopes for this project. ( $STRAND ) — This project may surprise many people. @primesdotgg

@EntertheRYFT 32TX0A4MQ5Y0N4VXZ3OOE KARU1R5R0IA42YN4VIV3Z F7S0J8322CEL275FYPD96 8SFYT5OBOXMKN6ZWME5ZM WED87U2VRLTLK9AVHNW0W V8DLBVGWWTRAY96KV0SWE TZIQNIHEGO6CJ1BLT1ZCM XLS57267QZSUI22GLV03H V0KK7MWNIUHXTAPBE5TRA

The $RYFT Whitelist Portal is NOW OPEN 🌀 This the earliest chance to invest in RYFT - the future of digital assets 2.0 Step in. Secure your spot. It’s time to Enter the RYFT. wl.entertheryft.com Here’s everything you need to know 👇

@EntertheRYFT 32TX0A4MQ5Y0N4VXZ3OOE KARU1R5R0IA42YN4VIV3Z F7S0J8322CEL275FYPD96 8SFYT5OBOXMKN6ZWME5ZM WED87U2VRLTLK9AVHNW0W V8DLBVGWWTRAY96KV0SWE TZIQNIHEGO6CJ1BLT1ZCM XLS57267QZSUI22GLV03H V0KK7MWNIUHXTAPBE5TRA

Enter the RYFT! 🌀

airdrops in 2024 > announcement + checker + claim + tge = same day airdrops in 2025 > potential hint of token > confirmation of token > listing in kaito + cookie + bantr + wallchain > registration date announcement > miss registration > allocation reveal day announcement > allocation reveal > allocation adjustment > presale date announcement > delay the presale > presale > tge date announcement > binance alpha listing > team and vc selling > coin 90% dropped > claim open for community with 30% unlock at tge > not eligible to claim and going back to @metawin to make it all back many such cases.

We launch long-term build projects with @MichaelandMa @districtxyz like @Nemesisdottrade. @Firesidebase @TitaniumFi are next up. All 4444 founders of @TheAgencyVC will be given the highest priority. wl.theagency.vc WL for @Firesidebase and @TitaniumFi starts here.

@PSXonBase where can I see the bonus points of holding $Create

Agent assignments are still in beta. The full rollout hasn’t begun — if you haven’t been assigned yet, stand by. Only the highest-quality operatives will enter The Agency. 👁️ --> wl.theagency.vc

之前UFC @JoinFightID 发的x402 和即将上线的token分配有关

@SteamFinance 0x81c815567b494168cf52c5bbd059f74641889c5e

Notice: Login required ahead of SteamFi Pass launch tomorrow. Reward: Early Role + █████████ Drop EVM Wallet ↓

@laomanpindao @GbCowboy

@bill_onMM @blockstranding They are planning rug pull

Every project has that moment the quiet before revelation. @blockstranding has entered that phase. A week since the $STRAND presale, no noise, no announcements just stillness. But silence isn’t emptiness. It’s incubation. Something’s forming beneath the surface maybe the dashboard, maybe TGE, maybe a reset before the next chapter. Those who understand the rhythm of building know: this calm means something’s coming.

@districtxyz @base wen next project

ICMs are the next evolution of crypto capital formation, bringing liquidity, ownership, and community together on-chain. They work best where conviction is strong and builders stay. That’s why we chose @base 🟦

Oct 10th Red Friday: the root cause of Stream xUSD blowing up, the longer version Stream xUSD is a "tokenised hedge fund" masquerading as a DeFi stablecoin, claiming to run delta-neutral strategies. Now Stream has gone underwater in questionable circumstances. Over the past five years, multiple projects have followed this playbook, attempting to bootstrap their own token through revenue generated from delta-neutral investments. Some successful examples include: MakerDAO, Frax, Ohm, Aave, Ethena. Unlike many of its true(er) DeFi competitors, Stream lacked transparency regarding its strategies and positions. Only $150M of the claimed $500M TVL was visible onchain on portfolio trackers like @DeBankDeFi. It turned out that Stream had invested in offchain trading strategies run by proprietary traders, and some of these traders blew up, leaving a claimed hole of $100 million in losses. 1. As reported by @CCNDotComNews ccn.com/news/crypto/de… The $120M Balancer DEX hack on Monday did not play any role in this. According to rumours (which we cannot confirm, as Stream does not disclose), offchain trading strategies involving "selling volatility" are reportedly involved. In quantitative finance, "selling volatility" (also known as being "short volatility" or "short vol") refers to implementing trading strategies that profit when market volatility decreases, remains stable, or when realised (actual) volatility turns out lower than the implied volatility priced into financial instruments. If the underlying asset's price doesn't move significantly (i.e., low volatility), the options may expire worthless, allowing the seller to retain the premium as profit. However, this approach carries substantial risk, as a sudden spike in volatility can lead to large losses—often described as "picking up pennies in front of a steamroller." 2. More about selling volatility: tradingstrategy.ai/glossary/selli… We had such a "spike in volatility" even on October 10th, on the Red Friday. A systematic leverage risk built up across cryptocurrency markets over time, driven by the euphoria surrounding Donald Trump in 2025. When Mr Trump announced new tariffs on Friday afternoon October 10th, all markets panicked, and this panic spread to the cryptocurrency markets. In a panic, it pays to panic first and sell off what's ensured. This sell-off resulted in a cascading liquidation. As the leverage risk had built up over a long period and taken the systematic leverage to a high level, the perpetual futures markets lacked sufficient depth to unwind and liquidate all leveraged positions smoothly. In this situation, Automated Deleverage (ADL) systems kicked in and started to socialise losses across profitable market participants. This further twisted markets already knee-deep in the madness. 3. What is automated deleverage: tradingstrategy.ai/glossary/autom… The volatility resulting from this event was a once-in-a-decade event in the cryptocurrency markets. While not unseen, such drops had occurred earlier in the early cryptocurrency markets of the 2016 era. We do not have good data from this era, so most algorithmic traders have based their strategies on recent "smooth volatility" data. As we have not seen such spikes recently, the leveraged positions, even if with very modest leverage of ~2x, were blown up. There is a good write-up by Maxim Shilo here about what this event meant for the algorithmic traders and how cryptocurrency trading is likely to be permanently changed after the Red Friday: 4. Shilo on how Oct 10th changed crypto algo trading x.com/TradingProtoco… Now we have the first dead bodies surfacing from the Red Friday events, and Stream got hit. The definition of a delta-neutral fund is that you cannot lose money. If you lose money, you are, by definition, not delta neutral. Stream promised to be delta neutral, but behind everyone's backs, they had invested in proprietary, non-transparent, off-chain strategies. Delta neutral is not always black and white; hindsight is easy. Many experts would likely deem these strategies too risky to be considered truly delta neutral. Because these strategies could backfire. And backfire they did. When Stream lost their principal in these bad trades, Stream became insolvent. DeFi is risky, and losing some of your money is ok. You can still get your dollars back to 100%, and a 10% one-time drawdown is not devastating if you are earning a 15% annual yield. However, in this case, Stream had also leveraged itself to the hilt by "recursive looping" lending strategies with Elixir, another stablecoin. 5. What is recursive looping: tradingstrategy.ai/glossary/recur… 6. How did Stream lever up and how much: x.com/Schlagonia/sta… To add to the insult, Elixir claims "seniority" based on an offchain agreement for the recovery of their principal in the case Stream goes bust. This would mean Elixir receives more money back, while other DeFi investors in Stream receive less (or no) money back. Due to a lack of transparency, recursive looping, and proprietary strategies, we do not actually know the losses incurred by Stream users. The Stream xUSD stablecoin price is currently trading at $0.60 per dollar. Because this was not disclosed to these DeFi users, many of these users are now extremely pissed off at both Stream and Elixir: not only losing money, but losses are socialised to ensure rich Americans from a Wall Street background keep the profit. This event also affects lending protocols and their curators: "Everyone who thought that they were lending on Euler against collateralised positions was literally engaged in uncollateralised lending by proxy" -Rob from @infiniFi. Furthermore, since Stream did not have transparency or onchain data on its positions and profits and losses, in the light of these events, users began to suspect that Stream was fraudulently appropriating users' profits for the management team. Stream xUSD stakers rely on Stream self-reported "oracles" for their profit, and third parties cannot confirm if any calculations are correct or fair. How to tackle this? Incidents like Stream are avoidable, especially in a young industry like DeFi. The rule "high risk, high reward" always applies. However, to use this rule, you must first understand the risk: not all risks are made equal, some of risk can be unnecessary. There are several reputable yield farming, lending, and stablecoin-as-a-tokenised-hedge-fund protocols that are transparent about their risk, strategies, and positions. @StaniKulechov from @aave discusses DeFi curators and when the excessive risk taking may happen here: 7. Stani on the recent DeFi risk realisation events x.com/stanikulechov/… To make the difference between "good vaults" and "bad vaults" more obvious, at Trading Strategy, we have begun publishing our own Vault Technical Risk Score in our DeFi vault report. 8. Read the announcement about Vault Risk Framework here: tradingstrategy.ai/trading-view/v… The technical risk refers to the likelihood of losing money invested in a DeFi vault due to poor technical execution. The Vault Technical Risk Framework offers a straightforward tool for categorising DeFi vaults into higher- and lower-risk categories. The technical risk score does not get rid of market risks like bad trades, contagion or so on, but it guarantees that a third party can assess those risks. With better information available for DeFi users, capital allocation will shift towards good actors, and incidents like Stream will be less severe in the future.

@tttttxyyyy 老师真可以

今晚是 4.🥳🥳🥳🥳

@HyraxLead @blockstranding @nrdxhq Still holding? They already finished the “build” — the rug is about to complete.

Still holding strong with @blockstranding, waiting patiently for the snapshot and TGE. Been here since day one, supporting every update and campaign. Hopefully it wont take long, we trust the process because real builders take time. Let’s finish strong @nrdxhq

No tweets from @blockstranding for 5 days. Guess they’re busy planning the rug… or explaining it to the investigators.