16131 Ξ🦙⛷️🏂

今年對我來說，不論是家裡或工作，實在發生太多事了。 各種陰錯陽差下，人生首次處於完全沒有在工作的狀態。從23年底 @blast 搞的那個鬼積分系統，被 restaking 以及後來的項目方抄得笑呵呵後，我其實已經對這個圈子感到無聊，那時候就有明顯行業退步的感受。 points 就是原本老 defi 寫死在合約裡的激勵，被項目方收回去讓他們可以隨意亂搞的東西，妥妥的 on chain to off chian，根本是標準的「去」「去信任」，且完全不是為了協議進步而是純純的為了項目方自身利益，讓項目可以持續吸引 TVL 但保留隨時亂搞的可能。參與項目的第一步不再是讀白皮書以及實操協議，而是看項目方背景，把錢放進去後雙手合十祈禱項目方做個人。加上因為工作需求仍不得不看大量的垃圾項目，導致原本 crypto 對我來說是一件熱愛的事，我以前可以當作純興趣廢寢忘食整天看協議，卻變得越來越厭煩這個行業。 神奇的是，脫離了正職工作後、時間充裕起來了以後，我發現儘管這兩年 DeFi ( i mean REAL defi ) 已經不是市場寵兒，但我在這種輕盈的狀態下去看協議、看看有啥新消息，竟然是仍然可以帶給我快樂的一件事，上次有這種感受已經是23年熊市的時候了。 走了繞了一圈，去了交易所去了項目方，本以為我已經對這行業喪失熱情了，但在最近又感受到久違的來自 crypto 快樂，是真的讓我很感動🥲 但！我現在的目標是今年冬天我要先滑爆雪！冬季結束後也計畫要以德州撲克賺點豬腳飯過活，沒啥好項目我真的不回來 crypto 上班了，賺也沒多少錢卻要賠上興趣，而且我對搞錢真的完全提不起勁，不能再這麼蠢了。打牌之餘也想持續觀察行業有沒有新的機會，找找值得參與的協議貢獻一點點微薄之力同時挖挖礦餬口，真的有好項目請拜託推推😭（但我知道大家對於好項目定義天差地遠🤣） btw 最近讀了 die with zero，輕鬆好讀觀點清晰，確實也符合我的價值觀（更有理由花錢了？），推薦！ 保持餘裕、保持輕盈，要持續提醒自己！ maximize life experience and be sensitive to life!

👀👀👀 debank.com/profile/0xafd8… this whale keep accumulating $FXN now holding 14331 $FXN already the biggest holder now @protocol_fx buying $fxn at 17m fdv is insane before $bfxn releasing is insane

how this works? should pair with more crvusd? or it's always around ~33%/~66%? 🧐 check three pools are all around this propotion @yieldbasis @newmichwill

⌠ 大虧損後的小反思分享 ⌡ ​ 很久沒寫文章了，剛好最近旅遊回來，前幾天也做了一筆很糟糕的二級交易，我非常少做二級，所以具體哪個幣不細說了，其實心情很正常，我發現我面對大額虧損好像沒有啥太大的不適感，上次 Pump 燒了幣也是這樣子，不過還是可以講講事後想法，畢竟對我來說還是虧不少，分享下反思反省的結果。 ​ 這筆虧損總共大概是 -180k，老實說我非常少回撤這麼多錢，我記憶裡有點印象的大概是前年 UsualMoney 回撤 200k 利潤，還有幾個月前 $BNBHolder 和 $GIGGLE 個別都回撤 100k 利潤，但這筆交易不是利潤回撤，是純虧這麼多錢。 ​ 不過我做每筆交易都會先設好止損，把最大損失控制在我能接受的範圍內，也就是擬好最糟糕的情況，沒想到這次能比我想像中更糟更糟，幸好做對的是堅守停損，不然情況還能更慘 😂 ​ 而我覺得很幸運的是，這筆交易過程真的讓我學習到很多東西，我也相信這筆學費應該會讓我記取教訓很久，我大概列一下幾個我覺得可以一起學習的小點以及更深刻的想法： ​ 1️⃣ 做交易前一定要做好最壞的準備，情況很有可能比你想像中更糟更糟，所以務必設定好有邏輯的止損，確保狀態可控，確保回撤問題不大 ​ 2️⃣ 做交易時，我認為必須要堅定、自信、相信自己，甚至需要一點固執，不過也非常建議找個你認為比你強的朋友多多交流討論，或許能夠點出沒想到的東西，多一個視角、思考的角度，我朋友在這筆交易中幫助我很大 ​ 3️⃣ 資訊優勢極其重要，這也是我為何重心玩一級的原因，二級其實也是，不只有 K 線，你還能找到的項目數據、代幣解鎖、流通、活動等等，只要能多一點數據考慮，你就比別人更有優勢、更有大局觀，想法也能更靈活 ​ 4️⃣ 旅遊的時候盡可能不要交易，或者說不要做很重要的交易，這筆交易我剛好在香港，賺錢還好說，賠錢多少還是很容易影響到一點心情的，只要心情不好，就比較容易產生非理性的交易 ​ 5️⃣ 別的代幣我不清楚，不過因為我非常認真觀察這筆交易的數據和細節，我發現造市確實是有週期規律的，8:30 下班，下午 2:00 上班，從幣價、OI、資費等數據可以觀察出來，對交易肯定有幫助（當然每家主動造市風格差異很大） ​ 6️⃣ 「回本」這件事必須忘記，這筆交易前期小額虧損時，其實我是有根據數據意識到不對勁的，也就是反著我的想法走，那時候旅遊在玩，沒有那麼理性，我萌生了「回本就跑」的這種最瞎的想法，這就是整筆交最糟的地方，最終差了一點價格讓我沒提前跑，後面就必須承擔我設定好的最糟情況 大概心得就是以上這些，其實昨天洗澡時我還有想到別的，暫時想不起來了，等我之後又有體悟到再來回來補充吧，交易的確就是一場修行。 ​ 其實以資產比例來看，這筆虧損完全在我合理的風控範圍內，不過換成絕對數字還是挺蛋疼的，畢竟這筆錢也是一台保時捷 718 了，沒有這筆虧損的話，12 月資產又回 ATH 了，這麼一搞，我又要加緊努力了🤣 ​ 年末有整整半個多月都不在臺灣電腦前，一級打狗操作其實有點亂了，必須努力找回屬於我的盈利節奏。剛好幣安人生上現貨了，估計書名很快出來（或者就叫幣安人生？），總之希望這篇能多少警示到大家，祝福大家發財！ ​ #CharmingPost

現在的審美和前陣子根本也沒差多少阿，幾個月前有比較好？只不過現在拉得不夠高而已吧🤣 該舔的就乖乖繼續舔，怎麼一堆人開始裝清高了

With Morpho, our goal is to create a lending network that anyone on earth can comfortably build upon. Achieving a balance of power and ensuring credible neutrality are critical requirements imo. In light of the recent piece by @VitalikButerin on the Balance of Power, below are some of the ways Morpho balances power: → Vault V2 is open source (GPL2), forstering diffusion of technology → Vaults can be made fully noncustodial, preserving user agency → The protocol is credibly neutral and permissionless: anyone can create any vault or any market, fostering competition between entities. No decentralized theatre, no rent seeking & gate keeping → Immutable: nobody can ever change the behavior of the protocol forever → Morpho does not do curation, again to foster competition → One single asset (MORPHO), no equity that can skew incentives → etc Projects that fail to create those safeguards will end up recreating the same monopolistic and value-extracting behavior that we're seeing in "Big Businesses" and that we're exactly trying to fix...

@fraxfinance 便宜的可笑，我還是手癢忍不住抄了，事實證明入圈四年我一樣學不乖^^

🤣

Don’t trust the UI. The other day I told you that @ConvexFinance sometimes "lies" about a pool's real performance. I’ve been positioned in a pool where the interface has shown an APR of practically 0% for days. But thanks to @hell0men , I’ve found where the real yield is hiding. If you think a pool is dead because the UI says so, follow this mini-tutorial: 1/ Go to the Convex "Info" section. 2/ Locate the specific Reward Contract Address for that pool. 3/ Open that contract directly on Etherscan. 4/ Once inside the contract, check the balance of rewards waiting to be distributed. In my specific case (a pool with about $160k TVL), there were $400 in rewards still sitting there. While I don’t know the exact emission rate (which ultimately defines the APR), I’ve been tracking it manually. It’s actually paying between 15% and 20% APR, even though the dashboard says zero. Ironically, this "bug" works in my favor. Since the UI shows 0%, TVL is leaving the pool, leaving more rewards for those of us who know how to look under the hood. In DeFi, the smart contract is the only source of truth.

@JoeWaitOfficial @curve_intern @CurveFinance If you already hold eth/btc then nothing will change. Just mint crvUSD and dump it to earn yield for other stables. AND start to hope crvUSD goes to ZERO! Then you don’t even have to pay your debt 😋

@curve_intern @CurveFinance But then you're not delta neutral, you're long BTC/ETH

why the fuck are you still not minting $crvUSD on @CurveFinance to make free and delta-neutral money? you can even sell it for usdc/usdt and farm yield elsewhere to make bank if crvUSD goes to ZERO. like why are people not doing this??? please tell me

Most people only look at FXN’s price. I look at what the protocol is still paying out in the middle of a bear market. I’ve been part of the f(x) and Aladdin community for a while now. I received some FXN through community boosting, and instead of treating it like “free tokens@.

等純粹為了搞錢而加入區塊鏈的人被其他泡沫吸走後，估計這行業才可能開始有新的生機😂

上了大學後從來沒有看書的習慣，最近心血來潮買了kindle想養成看書的習慣，最大的收穫不是書讀多了，而是手機看得少了，讚

Aero is coming soon, powered by MetaDEX03 from @DromosLabs. Here are 5 of its top features:

Morpho Optimizer (Morpho V0) has been officially deprecated. This means: 🔹 Users can no longer borrow or supply 🔹 Users can only exit from Morpho V0 🔹 Interface support is fully deprecated, but users can still withdraw through @etherscan 🔹 The Morpho V0 associated bounty programs are now decommissioned