thiigth | blockfit retweetledi
thiigth | blockfit
6.1K posts
thiigth | blockfit
@0xcryptopanda
building blockfit 关注 Crypto / 探索新技术 / 坚持运动锻炼 所有观点不提供任何投资意见和建议
Earth Katılım Ağustos 2017
1.1K Takip Edilen1.4K Takipçiler
thiigth | blockfit retweetledi
thiigth | blockfit retweetledi
Group of grifters say Ethereum has no winning attitude. They say other chains are "winning".
What Ethereum is saying by leading in real metric while remaining decentralized:
"Go lie and manipulate metrics, go pay companies to deploy on your network, go pay influencers to sway sentiment, go centralize and suffer chain halts. It doesn't matter, we will beat you on hard mode."
You can't have more of a winning attitude than that.
The lion doesn't concern himself with the opinions of sheep.
English
thiigth | blockfit retweetledi
thiigth | blockfit retweetledi
Ethereum is not a company. It is global infrastructure controlled by no entity or consortium — like the Internet
That’s why institutions bring the most assets onto Ethereum
ETH is not a stock or valued on fees
ETH is productive money — and that’s the exponential case for ETH
Etherealize@Etherealize_io
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The market is massively underpricing $ETH right now.
A diabolical move higher is loading.
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thiigth | blockfit retweetledi
Very thoughtful piece from a man who’s been on the inside of TradFi for decades and has brought his wisdom and perspective to the intersection of TradFi and Ethereum at Sharplink. He is a voice of reason and a steady hand. He’s built an outstanding team that can weather the lulls and capitalize on the surges.
The institutional group at Consensys is doing the work: bringing Ethereum to major global financial market infrastructure hubs and major financial institutions.
TradFi keeps choosing Ethereum, but TradFi doesn't announce that they're going to announce something. TradFi comprehensively covers the bases and then launches.
So Joseph's steadfast outlook is very well informed. The surge is coming.
Joseph Chalom@joechalom
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thiigth | blockfit retweetledi
人们开始怀念以太坊5年前gas 300 gwei的时候，可是当年很多人说如果这条链一直这么贵下去，就完蛋了。
CoinGecko@coingecko
Ethereum gas prices 5 years ago 🤯
中文
thiigth | blockfit retweetledi
每天都有大量英国酒馆倒闭，过度的标准化与一味地降本增效并非出路。相反，抛弃过度标准化、制造真正的“实体混乱”体验，才是抵御数字化的核心解药。伦敦爆款酒馆 The Devonshire 逆势崛起，其核心策略是刻意取消电视和电子背景音乐，转而通过声学设计，让顾客沉浸于人们真实交谈所形成的无序白噪音中。同时，他们将高度复杂的传统手工工艺（如自制黄油、手工烘焙、地下室熟成牛肉）保留并作为体验的核心。这一切表明，当人工智能将一切推向孤立化、平面化时，人们极度渴望且愿意为不可预测、不可复制的“实体混乱共享体验”支付高昂的溢价。
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当前欧洲面临的并非需求过热引发的通胀，而是能源供应短缺引发的供给侧冲击。加息无法解决波斯湾的石油供应问题，却在服务业PMI已暴跌至46.4（31个月低点）的脆弱经济环境下，进一步摧毁了消费者的残存购买力。
主流央行紧盯通胀指标的“隧道视野”正导致严重的政策失误，在需求已经因高昂能源成本而急速下滑时，仍试图通过加息去打压需求。
由于欧洲是全球经济的先行指标，这种政策导向预示着全球经济正加速逼近无法挽回的衰退“临界点”。
来源：Eurodollar University
中文
Hype的回购模式就是最关键最公平的分配方式
而早些年被鼓吹的veToken模型就是DeFi领域最大的诈骗
吴说区块链@wublockchain12
Arthur Hayes：多数代币的下跌源于项目方私吞协议收入 2026 年 5 月 23 日，BitMEX 联合创始人 Arthur Hayes @CryptoHayes 在 What Bitcoin Did 播客中表示，多数加密项目未能将协议层创造的经济价值回馈给代币持有者。他认为，早期风投为了实现利润最大化及履行受托责任必然向市场抛售，这导致了代币价格的持续下行。他以 Hyperliquid 的收入回购机制为例，表示当前的加密投资者已经成熟，不再为单纯的白皮书或豪华早期投资阵容买单，而是更加看重代币持有者所能获取的实际现金流。 来源：What Bitcoin Did
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thiigth | blockfit retweetledi
thiigth | blockfit retweetledi
出发点错了，结论自然也对不了。
智能合约安全领域的传奇人物 Manuel 发出警告，称 AI 代理将让 DeFi 变得根本不安全，并奉劝大家退出。但他的出发点完全错了。
当年信用卡欺诈也被视为数字商业的毁灭性威胁。行业最终胜出，靠的不是“彻底消灭欺诈”（这根本不可能），而是将单次事件的破坏力（Blast Radius）降低到系统可承受的范围内：卡户零责任、代币化、实时检测和发行方保险。 每天有数万亿资金在一条永久存在受攻击面的网络上流动，正是因为他们的核心逻辑是“容错与控制”，而非“绝对消灭”。
航空、早期的互联网和传统银行都经历过这个阶段。它们当年都被贴上过“注定失败”或“根本不安全”的标签。它们最终胜出，不是因为变得毫无瑕疵，而是通过不断迭代，让系统能够承受那些无法避免的失败。
没错，AI 降低了攻击的成本。这是事实。但正如很多人指出的，AI 同样为防御方所用——审计师、安全研究员、白帽黑客和协议团队都在积极拥抱 AI。正如 @StaniKulechov 所说，DeFi 在防御端已经取得了划时代的进步：更强的风控引擎与借贷市场结构、形式化验证、预言机改进、上限管理、熔断机制、自动化监控、SOC2 级运维安全。这些在几个周期前都还没有规模化。整个生态一直在构建抵御攻击所需的基础设施，就像信用卡行业曾经走过的那条路。
AI 不是我们的敌人，黑客才是。我们的策略不是"零漏洞"，而是"任何单一漏洞不能干趴协议"。 当你设计每一个系统时都假设漏洞必然存在，你就不再追求一堵不可逾越的墙，而是开始把其破坏力压缩到可以安全吸收的水平。
Manuel 的 PSA："退出 DeFi"
DrPayFi 的 PSA：用正确的方式建设 DeFi
DeFi 必胜。
Richard Liu@DrPayFi
Wrong anchor. Manuel is a legend in smart contract security, so when he issues a PSA to exit DeFi because AI agents make it fundamentally unsafe, people listen. But his conclusion anchors on the wrong premise. Credit card fraud was once considered an existential threat to digital commerce. The industry didn’t solve it by eliminating fraud - that was never possible. They won by engineering the per-incident blast radius down to what the system could absorb: $0 cardholder liability, tokenization, real-time detection, and issuer insurance. Trillions flow through card networks daily on top of a permanent attack surface because they anchored on containment, not elimination. History repeats this pattern across aviation, the early internet, and traditional banking. Each was once labeled doomed or fundamentally unsafe. Each won, not by becoming error-free, but by iterating until the system could absorb the failures it couldn't prevent. Yes, AI has lowered the cost of attack. That's real. But as many have noted, AI is just as available to defenders. Auditors, security researchers, whitehats, and protocol teams are using the same tools. And as @StaniKulechov pointed out, DeFi has made generational progress on the defense side: better risk engines and lending market structures, formal verification, oracle improvements, cap management, circuit breakers, automated monitoring, SOC2-grade opsec. None of this existed at scale a few cycles ago. The ecosystem has been building the right infrastructure to guard against attacks, similar to what credit card industry has gone through. AI is not our enemy; hackers are. The anchor isn't "bug-free". It's "no single bug drains the protocol." If you design every system with the assumption that a vulnerability will exist, you stop trying to build an unbreachable wall and start engineering the blast radius down to what the network can safely absorb. The real PSA isn't to exit DeFi. It's to build it right. DeFi will win.
中文
thiigth | blockfit retweetledi
thiigth | blockfit retweetledi
@aave will vote on cutting its daily staking reward from 220 to 150 $AAVE, a change that would save the treasury roughly $2.3M a year.
Stakers lock $AAVE in Aave's Safety Module to earn a yield. When four large stakers pulled out this quarter, the same daily reward got split among fewer people, lifting that yield from 2.68% to 3.87%, above the ~2.75% the DAO targets.
A smaller daily payout brings it back to target. No other staking parameters change.
The cut follows a paused $AAVE buyback, part of the same effort to rein in treasury spend.
Separately, the DAO recently donated 25,000 $ETH to restore $rsETH's backing after the LayerZero exploit and is preparing an incentive campaign on @inkonchain.
Proposed by service provider @Token_Logic.
Voting opens May 27th at 4:09am UTC, closes May 30th at 4:09am UTC.
Proposal: snapshot.box/#/s:aavedao.et…
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thiigth | blockfit retweetledi
"Ethereum is a Giver, not a Taker" is a brilliant thought.
I just think it leads to the opposite conclusion.
Crypto has become so used to extraction - high fees, high margins, rent-seeking, "value capture", number go up - that when something gives more than it takes we instinctively read it as weakness.
But maybe that’s exactly what makes Ethereum special.
Look at tokenized art as a tiny fractal of the Ethereum economy.
Ethereum gives artists and collectors the whole stack: issuance, provenance, settlement, custody, identity, global liquidity, composability etc.
And it charges almost nothing for it.
It already beats the IRL art market on almost every primitive: cost, speed, provenance, settlement, reach, custody and collector experience.
So what happens?
Artists price in ETH. Collectors think in ETH. Cultural value gets denominated in ETH. Communities form around ETH-native objects.
Art alone won’t reprice ETH. Of course not.
But art is a fractal. The same thing can happen across creators, DeFi, social, gaming, AI agents, stablecoins, RWAs and whatever else gets built here.
Ethereum gives first. Value comes back later.
Value comes back slowly - through people pricing things in ETH, using it as collateral, staking it, building on it and treating it as the base asset of the ecosystem.
The best monetary networks aren’t the ones that tax everything the hardest.
They’re the ones everything chooses to coordinate around because they give without extracting too much - and over time that compounds into trust, culture and value.
"Giver, not Taker" isn’t the bear case for ETH.
It is the reason Ethereum keeps becoming the place value returns to.
That is the longest game in crypto - and as a collector, the game I’m most interested in.
David Hoffman@TrustlessState
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thiigth | blockfit retweetledi
This might be the best ETH post I’ve ever read.
Most people still analyze Ethereum like a casino trying to maximize extraction.
But the largest economic networks in history won because people wanted to build, save, trade, and coordinate inside them.
Ethereum is playing the long game. Play long term games with long term people.
ETH is the ticker ✨
Jediwolf@Jediwolf
"Ethereum is a Giver, not a Taker" is a brilliant thought. I just think it leads to the opposite conclusion. Crypto has become so used to extraction - high fees, high margins, rent-seeking, "value capture", number go up - that when something gives more than it takes we instinctively read it as weakness. But maybe that’s exactly what makes Ethereum special. Look at tokenized art as a tiny fractal of the Ethereum economy. Ethereum gives artists and collectors the whole stack: issuance, provenance, settlement, custody, identity, global liquidity, composability etc. And it charges almost nothing for it. It already beats the IRL art market on almost every primitive: cost, speed, provenance, settlement, reach, custody and collector experience. So what happens? Artists price in ETH. Collectors think in ETH. Cultural value gets denominated in ETH. Communities form around ETH-native objects. Art alone won’t reprice ETH. Of course not. But art is a fractal. The same thing can happen across creators, DeFi, social, gaming, AI agents, stablecoins, RWAs and whatever else gets built here. Ethereum gives first. Value comes back later. Value comes back slowly - through people pricing things in ETH, using it as collateral, staking it, building on it and treating it as the base asset of the ecosystem. The best monetary networks aren’t the ones that tax everything the hardest. They’re the ones everything chooses to coordinate around because they give without extracting too much - and over time that compounds into trust, culture and value. "Giver, not Taker" isn’t the bear case for ETH. It is the reason Ethereum keeps becoming the place value returns to. That is the longest game in crypto - and as a collector, the game I’m most interested in.
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只有IQ50 和 IQ130的才能在这个市场里长期存在下去。
而大部分中间的人都是过客，来来回回而已。
我给自己的定位就是IQ50，坐稳扶好，拿住就行了。
很多人都想用自己的各种各样的观点，指标，逻辑来对过去的结果进行评价，并对今后的价格进行预测，但是很难，可以说现在大部分的指标根本没用。
喜欢就买，不喜欢就卖就好了。
David Hoffman@TrustlessState
中文