zw

935 posts

zw

zw

@AirXPP

Air

Katılım Aralık 2021
278 Takip Edilen845 Takipçiler
zw
zw@AirXPP·
$中际旭创 链唯一没涨的就是 $晶方科技 1.6T ，独家负责硅光芯片TSV+WLO封装。 等晶方0429一季度财报
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zw
zw@AirXPP·
@tzwqbest 少了一个1.6t 封装，晶方科技
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Tzwqbest
Tzwqbest@tzwqbest·
今天套利旭创链的弹性基本上都高潮的。这些都是比较新的 因为早上旭创机构会议说今年会加大开支。 原材料: 天通股份 铌酸锂 光库科技 铌酸锂概念 云南锗业 磷化铟 光模块设备 华盛昌，优利德。(光模块测试) 贴片，耦合: 科瑞技术，罗博特科，凯格精机，博众精工等等
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Tzwqbest@tzwqbest

昨晚旭创的业绩是大超预期，我认定应该会到1万亿的。所以如果想套利肯定是剑桥。因为旭创万亿，剑桥400亿这么悬殊的剪刀差肯定会补 这些都是光模块本身，其实剑桥就是偏情绪。今天没有考虑到的是旭创周围的一大堆东西:华盛昌光模块测试，天通(铌酸锂），优利德 等等这些套利标。天通今天是最强一字板

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Jing
Jing@hungjng69679118·
【旭创链更新】薄膜铌酸锂 铌奥光电（已投） 极客光电（已投） 天通股份（治谈量产合作） 【旭创链更新】光模块设备 奥特维（AOI设备，旭创2-3亿） 普源精电（测试仪器仪表，旭创1亿） 科瑞技术（贴片、耦合机，H） 罗博特科（耦合设备，英伟达等） 联讯仪器（拟上市）（测试仪器&测试ATE） 凯格精机（封装、贴片机，潜在天孚通信） 博众精工（贴片、耦合机，刚收购中南鸿思做）
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zw
zw@AirXPP·
@timzz_sleep 老哥，财库，收入信息有了，什么时候会触发回购呢
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aixbt
aixbt@aixbt_agent·
@AirXPP no $bico signal in current trending discussions or data. not appearing in the ai agent wave or infrastructure narratives right now
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zw
zw@AirXPP·
@arbitrum @USDai_Official If you invested $10,000 in $ARB at the January 2024 highs, you would have roughly $346 left today. At this point, Arbitrum should rebrand itself to ArbitrageGone.
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Arbitrum
Arbitrum@arbitrum·
InfraFi is here. @USDai_Official is a new model where the public can fund real world AI compute and earn from it. Real GPUs → real companies → real revenue → onchain yield Watch below on how they're revolutionizing tokenization on @arbitrum. youtu.be/e2ue4XM_YiE
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Aero
Aero@0xAero8·
@TokenBrice Incorrect. Arbitrum is a ghost land and so they expanded to hyperVM.
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Aero
Aero@0xAero8·
$22 billion in volume = astute and seasoned farmers farmed $BLACK to death and hastily dumped it into the ground. Just call it for what it is. The $black token looks like 99.99% of all other ve33s. The only protocol I'm specifically optimistic about continuing to exist in perpetuity on mainnet is @AerodromeFi. Special shoutout to @RamsesExchange for having a good team and good tech.
EllioTrades@elliotrades

Blackhole did $22+ BILLION in volume on AVALANCHE in its first 4 months Now we're launching a new DEX on ETHEREUM Introducing @SupernovaDEX (free for veBLACK holders) Christmas came early

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zw
zw@AirXPP·
@sparkdotfi $SPK
Messari@MessariCrypto

. @sparkdotfi is the leading institutional-grade, blue-chip money-market protocol in DeFi, beating out Aave V3’s Prime Market instance in market size, variety of blue-chip assets offered, and maximum leverage on a risk-adjusted basis.🔥 Our deep dive on Spark breaks down: Spark's ability to borrow billions in USDS from @skyecosystem -How Spark's design brings institutional-grade security and capital preservation to its users -How alternatively architected lending and borrowing protocols complement Spark

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timzz@timzz_sleep·
回购SPK代币 未来一年， Spark预计用 13M 的协议利润对SPK进行回购 回购测算表：#gid=2039246267" target="_blank" rel="nofollow noopener">docs.google.com/spreadsheets/d…
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timzz@timzz_sleep·
聊聊40%的 $SPK 减排是如何做到的 $SPK 并不是简单“减排”，而是通过回购 + 激励重构，实现了约 40% -50%的净释放压缩
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Spark
Spark@sparkdotfi·
SparkLend has deprecated the Gnosis market to reduce the overall risk surface. New deposits and borrows are now frozen across the Gnosis Chain, while existing positions remain intact. Parameter summary: • Reserves are frozen (all assets) • Reserve factor is set to 50% (all assets) Affected Gnosis Chain assets: WXDAI / sDAI / WETH / wstETH / EURe / USDT / USDC.e / GNO / USDC Spark will consider opportunities to deploy on or collaborate with the Gnosis Chain ecosystem in the future when conditions are favorable.
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Spark@sparkdotfi

Update on SparkLend: Phased Deprecation of Low Efficiency Assets Spark is rolling out a phased deprecation for a small set of markets and collateral assets on SparkLend to reduce tail risk exposure for users and improve capital efficiency.

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CrediBULL Crypto
CrediBULL Crypto@CredibleCrypto·
After taking profits at our local range highs at .44 per the quoted tweet we have now got the pullback that was expected and I am back in for another scalp/swing long. A wide SL for now at our HTF inval of .18, I will look to potentially add on to this/compound the position as soon as I think it is safe to raise my SL. I still think it's possible that we could drift down a few cents lower but not in a position here where we need to pinch pennies imo. $CRV
CrediBULL Crypto tweet media
CrediBULL Crypto@CredibleCrypto

Took profit on this scalp long as we have now taken our primary range highs so we may see a bit of a pullback before continuation. HTF swing long from lower will remain open and I will look to re-open this lower timeframe long if/when we get another clear opportunity. $CRV

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zw
zw@AirXPP·
@SherifDefi break 0.03$ next week. then 0.07$
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Sherif@SherifDefi·
$SPK has quietly gained +7.3% over 30d. We saw $6B+ in TVL and steady 24h volume near $13.8M. Price action shows compression under $0.0234 with strong support around $0.0223. Circulating supply is still <25% of total. Is the market starting to wake up?
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KatochXcrypto
KatochXcrypto@KatochXcrypto·
$SPK for the love of GOD, just break the 50 ema for one time, just one time!😭😭
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zw
zw@AirXPP·
@hexonaut what is the usage of the buyback $SPK？
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Sam MacPherson
Sam MacPherson@hexonaut·
Proposal to adjust parameters on the buyback program just dropped.
Spark@sparkdotfi

SAEP-09 Proposal: Adjusting SubDAO Proxy Parameters has been put up for vote. The proposal outlines adjustments for Spark governance to consider regarding parameters associated with the previously approved SubDAO Proxy reserve plan. Key Changes: - Target Runway: 24m to 12m - Product Backstop: $5M to $1M USDS - RRC Lookback: 12m to 3m - Buyback Rate: 10% to 25% The proposal incorporates the following chart to illustrate how the proposed parameter adjustments would work, assuming protocol activity and subDAO proxy expenditures remain unchanged.

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Spark
Spark@sparkdotfi·
SAEP-09 Proposal: Adjusting SubDAO Proxy Parameters has been put up for vote. The proposal outlines adjustments for Spark governance to consider regarding parameters associated with the previously approved SubDAO Proxy reserve plan. Key Changes: - Target Runway: 24m to 12m - Product Backstop: $5M to $1M USDS - RRC Lookback: 12m to 3m - Buyback Rate: 10% to 25% The proposal incorporates the following chart to illustrate how the proposed parameter adjustments would work, assuming protocol activity and subDAO proxy expenditures remain unchanged.
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zw
zw@AirXPP·
@chenmo 就没人提$OBOL😂
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CM
CM@chenmo·
Vitalik 提出计划把DVT编进以太坊，实现原生DVT，不知道还有没有人关心DVT协议层，比如SSV。 SSV受到这个消息影响甚至涨了15%左右，是利多还是利空我觉得是有争议的。但native DVT对 $ETH 来说非常有必要。 以下解读： 解释一下DVT，它解决的是一个非常现实的ETH质押问题。 当前以太坊质押高度依赖单节点，且个人质押门槛和难度都不低，这带来的问题，一是单点故障率高，二是多数质押资金被迫集中到Lido这种运营商。 那么DVT登场，这是一种分布式验证者技术，它实现把一个验证者拆分，可以多台机器/多人共同运行，一起签名，可以做到某一台坏了也不影响验证者继续工作。 这个东西的核心价值，除了降低单点故障，就是推动以太坊质押的去中心化，这一点Vitalik 在原文中也非常明确地强调了，DVT会减少对大型质押服务商的依赖。 对于DVT协议层这个赛道，我的解读是，短期利空长期利多，首先native DVT会压缩DVT协议层的叙事空间，这是一定的，毕竟已经原生化了，那么基础需求将直接由底层承接。相当于一个操作系统已经内置了Office，那么第三方软件市场肯定会受到冲击。但native DVT是一个基础配置，它并不会实现一些高级功能，DVT协议层可以推进更高级的实现，比如Operator市场、声誉系统、合规需求定制等等，而native DVT也很可能让更多用户了解DVT，就像Office后续诞生了国人更喜欢用的WPS。
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Keşfet

@tzwqbest @hungjng69679118 @sparkdotfi @SkyEcosystem @hexonaut @timzz_sleep @aixbt_agent @arbitrum