inens.eth🦇
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inens.eth🦇
@0xhonor
#eth Mini Holder #airdrop
Asahikawa-shi, Hokkaidō Katılım Temmuz 2018
861 Takip Edilen1.4K Takipçiler

bsc上的meme感觉遇到桎梏了。大家其实都知道bsc的meme基础是比eth和sol弱很多的,但是币安有最锋利的武器,就是币安交易所的上币,我觉得这把武器本可以非常轻松的击败所有对手,就像sol之前的meme狂潮跟币安快速上线bome和wif其实有很大联系。
但是这把武器太久没出鞘,反而把bsc的meme上限彻底锁死了。就像共建这个meme,我觉得这个概念真的不错,还是在币圈最低谷的时候团结的口号。但是这个币如果不上alpha的话市值上限也就在那里了。当初币安人生的时候还有很多币能不依靠上线alpha跑出不错的市值,现在几乎没有一点可能。
此时此刻币圈的大部分叙事都证伪了,包括最近很火的hype和各种预测市场本质不也是开赌场。再加上各种股票的代币化,我个人的暴论是除了btc和eth(存疑)区块链已经没什么真正有价值的币了。现在这个阶段的新项目更是如此,我不相信现在会有什么天才怀揣着用区块链改变世界的想法来这里搞项目,真有这样想法的人应该在ai领域,现在的新项目不过是一个又一个的圈钱vc币。所以我觉得这个阶段币圈唯一能玩的反而只剩下了meme,价值不在了但最原始的博弈需求还在,我口中的共建加密本质只剩下了共建meme。
最近拉了四天肚子,这是在马桶上抠的字,所以观点和逻辑感觉都不是很清晰,随便发发莫较真。拉肚子真的太难受了😣
中文

群友在博捐款空投,发起人 @StaniKulechov
defiunited.world
现在筹了69,638 ETH,其中现在承诺的机构占 69,350 ETH,散户的 300 左右吧
我看链上打0.*的或更少的都一堆,准备自己做空投项目吗🧐

中文

原来人生根本不用计划,因为没用。
我以为会在电视台当主持人到退休。
我以为会和体育生毕业就结婚生娃。
我以为那一波的大饼会从12冲到15,然后扔下一切 开始环球旅行。
我以为…
一切都和我以为的不一样,完全失控了。
第四届嘉年华结束了,也是我认识币圈的第四年。
第一届从天而降的流量,把我从循规蹈矩的现实拉进了荒诞电影。
资产快速增长,旧三观加速“崩塌”,这里每天都在发生我看不懂的故事…
说实话,带给我的体验并不足够美好,但是足够震撼。就像拆盲盒。这失控的四年,永久改变了我的人生轨迹。
我常常想,如果没入圈,人生会不会更美好?等有了时光机,我一定会回到23年,再选一次试试。
可惜,现在还没有😂
就认真体验老天给的剧本吧。希望我们都不沉迷,但玩得开心~
每过一年,看到老朋友就会有更厚重的感情 @mia_okx @xiejiayinBitget @minimisue2022




中文
inens.eth🦇 retweetledi

市场沉寂已久,币安重生重新激活BSC生态
DEV初始购买 35% 总供应。
空投分配:
5% 免费空投至 BSC 资深建设者(王小二/冷静/0xSun/镭射猫/旧忆)
10% 免费空投至「币安人生」持币前 50 名
20% 面向 BSC 全部散户免费空投
前两项空投外盘自动发放
散户空投领取至:
rebirthbsc.fun
CA:
0xe0cf84354e87f71ac692c320f28d5d4a3a114444
中文

A lot of questions have come in about USDC+ and single-venue allocation. Given everything that's happened, it's worth walking through the reasoning directly. What follows is personal, not an official statement from Reflect.
Every architectural decision at Reflect starts from one principle: the protocol does not take custodial control over user assets. Full stop. That principle is what led to single-venue allocation for USDC+ beta, and the reasoning is important to understand.
Distributing collateral across multiple venues means rebalancing between them. The question is: who does the rebalancing and on what basis? If the team moves collateral between venues at its own discretion, that action starts to look like custody. It doesn't matter what the smart contracts say if the team is the one deciding where funds sit.
This isn't a theoretical distinction. The SEC recently clarified that DeFi interfaces operating in a non-custodial, non-discretionary manner may operate without broker-dealer registration, while those that exercise discretionary control over user assets fall inside the regulatory perimeter. Where a protocol sits on that line matters, and it informed how Reflect was built from day one.
I was not willing to cross that line. The standard was that rebalancing must happen permissionlessly, on-chain, driven by allocation weights determined through independent risk analysis rather than the team's own judgment. That required the smart contract infrastructure to support multi-venue routing, and an independent risk framework to inform the allocation decisions. This is not the easy path. But I believe it's the right one, and that the space will ultimately move in this direction. Both remain a core focus for the team.
Drift was the lending venue that USDC+ launched on. Moving collateral away from it to another venue after launch would have been the same kind of discretionary team action over user assets that the entire architecture was designed to prevent.
None of this changes the outcome for the people affected, and I understand that. Building with conviction doesn't guarantee the outcome. I'm not sharing this to explain away what happened. I'm sharing it because the people who used Reflect beta deserve to understand the architecture and the thinking behind it.
Building the right way is slower. It's harder. But I didn't start Reflect to take shortcuts.
More to come. Official updates through @reflectmoney.
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