不明真相

461 posts

不明真相

不明真相

@0x9537

ETH Maxis 坚定的以太坊最大主义者

美国 Katılım Temmuz 2011
335 Takip Edilen21 Takipçiler
Sabitlenmiş Tweet
不明真相
不明真相@0x9537·
基本上我会拉黑所有看起来不具备智慧性、沟通性的账号,目前拉黑的数量可能有数万。推文只是日常心情的一种记录,我也建议所有人拉黑或屏蔽让自己情绪波动的人与事。值得关注的事情很少,值得看的风景很少,值得爱的人很少,远离谎言、远离愚蠢、远离内耗,最后你会有一个平静、自由而幸福的世界。
中文
0
0
0
280
不明真相
不明真相@0x9537·
交易所老板们互相爆黑料,从这些事情看这个行业的从业者或者说意见领袖都是些什么货色,整个行业被这些人裹挟着。如果行业不是有Vitalik这样的建设者,整个行业基本上可以归为电诈。只有Vitalik吸引了一些理想主义者在搞建设,也稍微给行业带来了一丝正面的形象。
中文
0
0
0
65
不明真相 retweetledi
SamAlτcoin.eth 🌞
SamAlτcoin.eth 🌞@SAMALTCOIN_ETH·
🚨 FUTURE OF FINANCE IS ON $ETH NOT $BTC Ex-BlackRock digital assets chief just dropped a truth bomb on why the world’s largest institutions are moving to Ethereum. Ethereum is the foundation for: -$3T+ Stablecoin markets 💵 -Trillions in Tokenized Assets 🏠 -Institutional DeFi (BlackRock, Coinbase, Robinhood) Chains like Solana, SUI, Monad, etc could be great for meme coins, gaming, and "things that require less economic security." Institutions aren't moving to "fast" chains. They are bringing speed to the secure chain.
English
13
37
187
11.2K
不明真相 retweetledi
Satoshi Flipper
Satoshi Flipper@SatoshiFlipper·
One thing I'm certain of is that $ETH will go through an exponential explosion in price that will shock the world. Much sooner than later 🎯
English
68
67
768
54.9K
不明真相
不明真相@0x9537·
从目前分时图上看,明显是btc带头砸盘而拖累eth。
中文
0
0
1
14
不明真相
不明真相@0x9537·
到处在谈论量子威胁,讨论这个升级那个升级,而我懒得去讨论技术性方面的问题,因为去讨论了也没有意义。我只考虑押注于符合自己价值观的人或事,押注于值得信任托付的人与事,不管是交友、婚姻、创业、投资都是如此。
中文
0
0
0
13
DEGEN NEWS
DEGEN NEWS@DegenerateNews·
NEW: SOLANA FOUNDATION CHIEF PRODUCT OFFICER @vibhu SAYS “P*RN SCALED THE INTERNET. GAMES SCALED MOBILE PHONES. MEMECOINS SCALED CRYPTO”
DEGEN NEWS tweet media
English
116
39
586
72.8K
不明真相
不明真相@0x9537·
3月16发的,回头看1011事件会不会就是btc庄家为了打断eth的上涨而故意设计的,每次只要eth的涨幅超过btc,换来的就是btc暴跌拖eth下水。btc的庄家包括交易所、Tether这些机构,他们会抱团操纵获取利益。
不明真相@0x9537

在前面的2-3年中,每次eth涨幅大于btc的时候,很快btc就会砸盘把eth拉下水,然后btc重新上涨,并且市场传出fud声音:eth不要买,除了btc其他都是垃圾。今天eth涨幅再次大于btc,看看后面怎么表演吧。

中文
0
0
0
51
不明真相
不明真相@0x9537·
所以首先就要屏蔽玩合约的kol,再屏蔽玩meme的kol,屏蔽满嘴谎言的kol,注意力是非常宝贵的东西,不可随意浪费。
Macro_Lin|市场观察员@LinQingV

二十年下来,我身边靠交易真正实现财富跃迁的人,一个都没有。唯一的例外是我前老板,做高频交易的,但那本质上是基础设施生意,拼的是硬件延迟和算法,不是盘感和判断,跟普通人理解的”做交易”完全不是一回事。 不是说做交易的人不聪明。恰恰相反,短线做得好的那几个,智商、反应速度、信息敏感度都是顶尖的。有人在08年四万亿行情里翻了三倍,有人在15年杠杆牛里资产破了八位数,有人在16/17年供给侧改革商品牛市行情里三个月翻了四倍。饭局上聊起操作,全桌人都听得入迷。 但时间拉到十年、二十年,这批人的账户净值几乎都回到了原点附近,有些在原点以下。赚到的钱,在后来某一次”有把握”的交易里还了回去,再多还一点。 反过来,我认识的真正把财富做起来的人,做的事情都极其无聊。09年买了贵州茅台拿到现在的,12年建仓腾讯没动过的,15年买了谷歌一直攒着的,19年看明白动力电池格局后重仓宁德时代的。他们在饭局上没什么可讲的”操作”,因为操作就三个字:买了、等。 这两类人之间的差距,不是能力的差距,是模式的差距。 交易的底层假设是:我比市场聪明。我能捕捉别人看不到的信号,在波动中反复收割。短期内这个假设可以成立,但它要求你次次都对,至少对的次数远多于错的次数,而且亏的时候亏得少、赚的时候赚得多。长期维持这个胜率,人类的心理结构扛不住。一次上头,一次侥幸,一次不甘心的加仓,几年的积累就没了。 投资的底层假设完全不同:我不比市场聪明,但我比大多数人更愿意花时间去搞懂一个行业和一家公司。找到一个长期向上的趋势、一家成本结构领先的企业、一类被市场错杀的资产,然后用时间换空间。不要求你每次都对,只要求在大方向上不犯致命错误,然后坐得住。个人很推崇冯柳的“弱者体系”投资哲学。 交易赚的是波动的钱,投资赚的是增长的钱。波动是零和博弈,你赚的就是对手盘亏的,扣掉手续费、滑点、税,所有参与者的长期平均回报是负数。增长是正和博弈,企业利润在涨、经济在扩张、通胀在推升资产价格,你赚的是整个系统膨胀的那一份。只要不主动退出,时间本身就在替你赚钱。 那为什么绝大多数人还是选择交易? 因为交易有即时反馈。今天买明天卖,赚了,多巴胺立刻到账。投资的反馈周期太长,买入之后可能一两年什么都不发生,甚至浮亏30%,大脑会不停地问你:是不是错了?要不要跑?这种煎熬比亏钱更难受。 深度研究就是对抗这种煎熬的武器。当你真正搞清楚了一个行业的产能周期走到了什么位置,一家公司的成本优势到底能不能扛过低谷,一条技术路线是真壁垒还是伪护城河,短期的价格波动就不再是恐惧的来源,而是加仓的信号。你不需要盯盘,因为你知道手里的东西值多少。 不做研究的”长期持有”是赌博,做完研究的”长期持有”才是投资。前者扛浮亏靠信仰,后者扛浮亏靠认知。信仰会崩,认知不会。 财富的本质是延迟满足。每一个”我再等等”的决定,都是在跟自己的多巴胺系统对抗。扛过去的人,时间给他复利。扛不过去的人,反复在波动里交学费,最后发现学费比本金还贵。 看过足够多公司的兴衰之后,有一个规律反复出现:所有在行业底部活下来、并在下一轮周期里拿到超额利润的企业,做的都是同一件事。不是精准择时,不是高抛低吸,而是在最差的年份里看清方向、继续投入,然后等。 企业是这样,个人也是这样。 花时间去研究行业,花时间去理解公司,在别人交易的时候选择投资,在市场恐慌的时候选择加仓,在所有人都在讨论择时的时候选择不择时。这些话听起来老套,但能做到的人,二十年后的净值会替他回答一切。 Invest, don’t trade. 不是鸡汤,是所有真实账户教给我的唯一结论。

中文
0
0
0
35
不明真相 retweetledi
CΞAZOR.eth mak'n 🥪s 🦇🔊
I thought i would just check here are all the mints here are all the burns, filtered by Circle 41zCUJsKk6cMB94DDtm99qWmyMZfp4GkAhhuz4xTwePu I didnt math them out. and burns only go back 7 hours for 100 txns. So i asked grok to do it (thats circles treasury address) I did notice that is didnt only look as solscan and scraped all sorts of sources but it appears DB is rite, sorta there are a shit ton of burns all day every day, but perhaps these are "mint to solana, burn for people to bridge via cctp." movements. Its clear though that 250M gets minted but doesnt all stay there. perhaps they use Solana as a major landing pad for mints and then send them all over the place. its certianly cheeper to mint to Solana than mainnet (not crazy cheaper, but pennies add up) especially when you consider the bridge gas out of mainnet
CΞAZOR.eth mak'n 🥪s 🦇🔊 tweet mediaCΞAZOR.eth mak'n 🥪s 🦇🔊 tweet mediaCΞAZOR.eth mak'n 🥪s 🦇🔊 tweet mediaCΞAZOR.eth mak'n 🥪s 🦇🔊 tweet media
English
1
4
16
9.6K
不明真相
不明真相@0x9537·
其实从2018年的低点来看涨幅,eth的表现并不比btc差。2018年eth低点到今天82-1990大约24.3倍数,而btc从2018年低点到今天3156-66200大约21倍,很多人觉得24-25年eth表现差,也许只是21年涨的太好透支了利好,加上25年宏观经济的影响而短暂跑输了btc。eth在各种fud的情况下整体表现并不差。
中文
0
0
0
37
不明真相 retweetledi
Ethprofit.eth 🦇🔊
Ethprofit.eth 🦇🔊@Ethprofit·
Every single day solana foundation scams users with fake "activity" Every day, $250M in USDC gets minted… then burned shortly after. Using this to deceive users into believing their network has any sort of traction. If you look at the data, everything lives on Ethereum.
Ethprofit.eth 🦇🔊 tweet media
Whale Alert@whale_alert

💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 250,000,000 #USDC (250,024,750 USD) minted at USDC Treasury whale-alert.io/tx/solana/5cd2…

English
10
21
174
16.6K
不明真相
不明真相@0x9537·
@DGMD22 Because this is the oath taken before joining a cult.
English
0
0
0
13
DGMD.6529
DGMD.6529@DGMD22·
Why does everyone joining or part of Solana have to just take jabs at Ethereum by default? Good luck with your new position, look forward to you onboarding more assets to crypto. But I couldn't hate Solana more for this attitude.
DGMD.6529 tweet media
Seraphim@MacroMate8

big personal news: first off, Ethereum is dead second, i am now Special Situations at @SolanaFndn. my mandate is mega deals that will drive max value why solana? > the most engaged userbase in crypto with the highest take rate per volume (more than hype coinbase binance) > foundation is very lean and full of killers > other chains dont need me. ethereum is fucked (stuck in communism) and hype’s perp game is mature. solana is perfect for me to have fun and get shit done what will i do at solana: > bring 10B TVL to solana i’ve brokered 1-2B before and wanna up my game. if you are a large TVL provider, we have super scalable fixed yield products at 7-8% in a tradfi setup dm me > help grow RWA perps on solana hype done a great job with oil, gold, nasdaq perps and we will take it further if you are a serious crypto/tradfi market maker in rwa, we have the distribution and open to deals dm me what motivates me personally: first off, I am doing this for glory. I want to come in and be instrumental in growing trading activity and onchain tvl. second, I want to be relevant again. I miss pissing people off while being unavoidable. its fun thirdly, learn how to acquire trading distribution. almost no one in crypto knows how to do but thats where billion usd opportunities lie and they belong on solana.

English
14
2
100
4.6K
0xprincess
0xprincess@0x9212ce55·
They don't want you to know, but every new Solana Foundation employee is obligated to post about Ethereum being dead as part of their onboarding process.
Seraphim@MacroMate8

big personal news: first off, Ethereum is dead second, i am now Special Situations at @SolanaFndn. my mandate is mega deals that will drive max value why solana? > the most engaged userbase in crypto with the highest take rate per volume (more than hype coinbase binance) > foundation is very lean and full of killers > other chains dont need me. ethereum is fucked (stuck in communism) and hype’s perp game is mature. solana is perfect for me to have fun and get shit done what will i do at solana: > bring 10B TVL to solana i’ve brokered 1-2B before and wanna up my game. if you are a large TVL provider, we have super scalable fixed yield products at 7-8% in a tradfi setup dm me > help grow RWA perps on solana hype done a great job with oil, gold, nasdaq perps and we will take it further if you are a serious crypto/tradfi market maker in rwa, we have the distribution and open to deals dm me what motivates me personally: first off, I am doing this for glory. I want to come in and be instrumental in growing trading activity and onchain tvl. second, I want to be relevant again. I miss pissing people off while being unavoidable. its fun thirdly, learn how to acquire trading distribution. almost no one in crypto knows how to do but thats where billion usd opportunities lie and they belong on solana.

English
19
8
313
15.6K
AdrianoFeria.eth 🦇🔊 🛡️
Bitcoin has already been captured because it cannot stand on its own monetary legs, it is doing nothing to fix this, but their community still pretend it is not a problem. If you are a Bitcoiner and you don't know what I 'm talking about, then it speaks for how ignorant your community is... a bunch of mid and lef-curvers thinking they are geniuses while they are stuck on narratives that don't live up to the economic reality of the network.
English
2
3
28
423
Jack
Jack@Jackkk·
TAO Co-founder explains why Bitcoin is better than ETH “These people say ‘ETH is better than BTC’. Humble yourself a little bit." “Ethereum can be captured. It has a founder, he has ideas, they can take him out but they can never take out Bitcoin. Governments are just forced to deal with this” “Bitcoin by its nature has opened up the space to explore and work with the power of money. Nobody in history was allowed to write with money except for the Medici’s and the bankers” “Why would I want to be better than Bitcoin? That’s r-tarded"
English
56
16
300
44.5K
不明真相
不明真相@0x9537·
@MacroMate8 @SolanaFndn Stupidity is a moral flaw, and the Solana community consists of stupid and immoral people because birds of a feather flock together.
English
0
0
0
5
Seraphim
Seraphim@MacroMate8·
big personal news: first off, Ethereum is dead second, i am now Special Situations at @SolanaFndn. my mandate is mega deals that will drive max value why solana? > the most engaged userbase in crypto with the highest take rate per volume (more than hype coinbase binance) > foundation is very lean and full of killers > other chains dont need me. ethereum is fucked (stuck in communism) and hype’s perp game is mature. solana is perfect for me to have fun and get shit done what will i do at solana: > bring 10B TVL to solana i’ve brokered 1-2B before and wanna up my game. if you are a large TVL provider, we have super scalable fixed yield products at 7-8% in a tradfi setup dm me > help grow RWA perps on solana hype done a great job with oil, gold, nasdaq perps and we will take it further if you are a serious crypto/tradfi market maker in rwa, we have the distribution and open to deals dm me what motivates me personally: first off, I am doing this for glory. I want to come in and be instrumental in growing trading activity and onchain tvl. second, I want to be relevant again. I miss pissing people off while being unavoidable. its fun thirdly, learn how to acquire trading distribution. almost no one in crypto knows how to do but thats where billion usd opportunities lie and they belong on solana.
English
452
46
1.2K
279K
不明真相
不明真相@0x9537·
@AdrianoFeria Stupidity is a moral flaw, and the Solana community consists of stupid and immoral people because birds of a feather flock together.
English
0
0
0
25
AdrianoFeria.eth 🦇🔊 🛡️
Saying "Ethereum is dead" is either completely disingenuous or incredibly stupid. The fact that soybros keep repeatedly saying this is reflective of their "culture". I gave Solana's community the benefit of the doubt for a long time, but it has become crystal clear they are not serious, and I'm done sugar-coating. Solana represents the worst of crypto. Send this shit to zero with haste.
Seraphim@MacroMate8

big personal news: first off, Ethereum is dead second, i am now Special Situations at @SolanaFndn. my mandate is mega deals that will drive max value why solana? > the most engaged userbase in crypto with the highest take rate per volume (more than hype coinbase binance) > foundation is very lean and full of killers > other chains dont need me. ethereum is fucked (stuck in communism) and hype’s perp game is mature. solana is perfect for me to have fun and get shit done what will i do at solana: > bring 10B TVL to solana i’ve brokered 1-2B before and wanna up my game. if you are a large TVL provider, we have super scalable fixed yield products at 7-8% in a tradfi setup dm me > help grow RWA perps on solana hype done a great job with oil, gold, nasdaq perps and we will take it further if you are a serious crypto/tradfi market maker in rwa, we have the distribution and open to deals dm me what motivates me personally: first off, I am doing this for glory. I want to come in and be instrumental in growing trading activity and onchain tvl. second, I want to be relevant again. I miss pissing people off while being unavoidable. its fun thirdly, learn how to acquire trading distribution. almost no one in crypto knows how to do but thats where billion usd opportunities lie and they belong on solana.

English
38
7
249
10.8K
不明真相
不明真相@0x9537·
点进去发现10个人,有8个早就被我屏蔽,只有两个稍微正常一点😃
Conso 中文@conso_zh

《华语 Web3 穿越牛熊硬核劳模 Top 10》 熊市最真实的信号,不是跌幅,是“没人说话了”。 当大多数人停止更新、停止思考,甚至停止关注这个行业时——还有一群人在持续写、持续拆解、持续输出。 为了找到那些持续穿越周期的“硬核劳模”,我们抓取了 1月21号-3月21号推特华语活跃 KOL 数据,做出了这份《硬核劳模榜 Top 10》。 📊 关于《硬核劳模榜 Top 10》的排名标准: 我们将一篇帖子记为一分,带图表或与逻辑推演的深度中长推记为10分。在统一标准下,通过累积得分做出了以下榜单,向长期高强度产出的创作者致敬。 Top 1 | @PhyrexNi (倪大) 🧮 爆肝算力:195 篇长推 / 574 总发帖 📝 防伪标识:在他的文章中你不乏看到“交作业”的字眼,那是对粉丝的坦诚也是对“昨天”自己的一个复盘。在他的推文中,他会用最朴实的ETF资金流截图,把贝莱德今天又买了多少、富达悄悄卖了多少一五一十地摊开揉碎,像一位每天准时交卷的老班长,把机构真实动向说得清清楚楚。 Top 2 | @_FORAB (AB) 🧮 爆肝算力:35篇长推 / 596总发帖 📝 防伪标识:AB是圈内知名的资讯类博主,消息灵通且更新及时。他经常把行业最新动态、政策变化以及交易所动向用清晰逻辑梳理出来,像一位站在前线的观察者,把散户容易忽略的关键信息一五一十地讲清楚。也时常分享圈内外趣闻,web3的世界里,你想了解的信息他全都有! Top 3 | @Murphychen888 (M大) 🧮 爆肝算力:86篇长推 / 128总发帖 📝 防伪标识:点进他的主页,你第一眼就会被 MVRV 绿线、STH-SOPR 和 Gamma 引力图深深包围。作为一位 17 年的交易老兵,他把晦涩的链上数据揉成了一套独家的“有效信号”验证框架,把一轮行情从宏观到微观层层拆解,告诉你该重点关注哪些主流币和新兴赛道,像一位把经验总结成清晰地图的老猎手,让你在每一次暴跌的波动里心里都有底。 Top 4 | @lianyanshe (链研社) 🧮 爆肝算力:86篇长推 / 128总发帖 📝 防伪标识:链研社是实打实的数据派工匠,他不仅自己做交易看板,还开发过Binance Market Watch等AI监控工具。这位币股双修的“老司机”,总是习惯一边握着方向盘告诉你“周期大于一切”,一边递给你最趁手的兵器。 Top 5 | @jason_chen998 (陈剑) 🧮 爆肝算力:51篇长推 / 175总发帖 📝 防伪标识:他的防伪底色,就是那种开场一句“利益相关、先说清楚”的极致坦荡。在一众端着架子的研报里,他敢毫不留情地吐槽机构不作为,一口一个“E子”、“V子”、“草台班子”叫得飞起。在他的帖子背后,是一位亲自下场、带着真金白银筹码的真实参与者。他一边陪你用最接地气的黑话骂街,一边剥开项目的层层包装,让你看到这片黑暗森林里最生猛、最真实的一面。 Top 6 | @roger73005305 (比特进) 🧮 爆肝算力:25篇长推 / 380总发帖 📝 防伪标识:比特进专注比特币技术分析,他的长推总是图文并茂,把关键位置、资金逻辑和主力可能的剧本推演讲得特别清楚。同时,他还特别喜欢把交易和人生悟道结合在一起聊,从“交易的本质就是等”“耐心就是力量”,到情绪管理、享受孤独、术与道的修行,他都会把自己的真实感悟诚实分享出来。 Top 7 | @BTCdayu (大宇) 🧮 爆肝算力:12篇长推 / 342总发帖 📝 防伪标识:大宇哥会把自己的抄底逻辑、对内容AI化的吐槽以及生活感悟都诚实写出来,带着很强的活人温度。他经常吐槽现在平台越来越“死人感”,然后分享自己真实的抄底心路。看他的推文就像在跟一个老大哥聊天,既有行情干货,又有生活小智慧。他像一位不愿被时代裹挟的老派匠人,默默维护着 dayu.xyz 这个庞大的资源库。 Top 8 | @ai_9684xtpa (Ai姨) 🧮 爆肝算力:8篇长推 / 342总发帖 📝 防伪标识:AI姨自称“链上小说家”,她最擅长把复杂的链上黑客事件写成故事。她会把攻击者的每一步操作、具体地址路径和资金流向拆得清清楚楚,既惊心动魄又教会大家怎么看懂链上事件。她还会顺手整理监控工具教程,让你自己也能上手追踪。看她的长推就像在读侦探小说,但每一步都有真实地址和数据支撑,学完直接能用。 Top 9 | @yuyue_chris (Yuyue) 🧮 爆肝算力:26篇长推 / 103总发帖 📝 防伪标识:在面对极端行情时,她的长推带着极其性感的“剧本 A vs 剧本 B”结构。从Crypto如何解决分配问题、AI决定生产力,到如何反焦虑、找到内在平静,她都会把自己的真实感悟诚实分享出来。在她的干货中,就像是一位带着天使投资人视角的顶层智囊在为你做宏观推演,让你在复杂市场里有了降维打击的方向感。 Top 10 | @colinwu (吴说主编) 🧮 爆肝算力:19篇长推 / 117总发帖 📝 防伪标识:吴说区块链( @WuBlockchain )主编一直是中文圈最靠谱的行业信息枢纽,他的长推总能把大厂动态、资本运作和产业趋势梳理得条理清晰、脉络分明。他不光自己产出,还经常推荐其他优质内容,相当于帮大家搭建了一张完整的行业地图。 这份榜单不是什么“神榜”,是一份硬核肝榜。 在最难熬的熊市里,他们没有追风口、没有喊单割韭菜,只是默默地把大量时间和精力投入到研究、数据分析和写作中,一篇篇把真正有价值的思考交付给社区。 感谢这 10 位劳模在这个周期的坚守!也感谢所有未上榜但同样在坚持高质量输出的Builder们。这份榜单里,谁是你每天必看的‘精神食粮’?或者我们遗憾漏掉了哪位隐世高手? 👇 欢迎在评论区 @ 出你心中的那位熊市劳模!

中文
0
0
0
17