alchemest
218 posts

alchemest
@Alchemest02
crypto center #ETH #BTC #MEME

Consensus结束,打道回府了。累,但是那种累完很爽的感觉。✈️ 这周见了 BlackRock、Franklin Templeton、Fidelity、Jane Street,见了在做 RWA 和支付基础设施的CEO们,也见了会影响 Bitget 美国业务走向的监管者、律师、投行,甚至还有给了我很多insight的竞争对手。 几乎每天早8 晚11,平均 10 个深度会议。 分享细节之前,先说一个大结论: 行业的关注点真的彻底变了。 没有人再聊某个新公链、NFT、GameFi 了。 大家在聊的,是 RWA、稳定币支付、监管与 Clarity Act。 @consensus2026 等主流会议的话题变化印证了这一趋势。 很多值得分享的东西,容我整理一下就跟大家细说。你先关注起来,之后就在这条帖子下发👇







This is my 3rd week as VP of Engineering DeFi at @Polymarket , and I'm going to be straight: the traction @Polymarket has seen has massively outpaced our infrastructure, and we haven't done nearly enough to scale to keep up. I hear you, and fixing this is our entire focus. We're a major company now, and we need to engineer like one. Here's exactly what we're doing: - Onchain data latency. We're working on making this near-instant so the experience is incredible. - Chain migration. We need more block space, cheaper gas and much smaller block times so settlement is instant. - Transactions are getting cancelled. We understand this is one of the most frustrating issues right now, and we have a complete fix coming very soon. - Massive focus on the website to make it faster, more responsive, and with better UX. - We added observability everywhere. Proper alerting so we catch issues ourselves, market makers should not be the ones telling us something is down. That's been unacceptable, and we know it. - E2e tests throughout, starting with the CLOB, so issues get caught in CI before anything ships. - CLOBv2 is not a rewrite. It won't improve performance or stability on its own; it's an upgrade that unlocks us to move fast right after. We'll do better with communication next time. - We are rebuilding the CLOB from the ground up. Most important thing we're doing. Without it, we can't be the best DeFi exchange in the world. We know it, we're on it, it's mission critical. - Unified TypeScript SDK for all APIs, which is shipping soon. - Unified API. One WS connection for everything, with a schema that's actually readable. - New Polymarket contract in the works that unlocks things that are simply impossible on the current protocol. - New hires: Head of QA Automation, Head of Dev Tooling, Head of Internal Tooling, Head of Data Engineering. - Smaller, dedicated teams. Fewer focus points per person, clearer ownership. People do what they're good at and are accountable for it. - Working closely with customer support to give them real debugging tools so any user issue gets properly diagnosed, not lost. - Proper communication with marketing and market makers so everyone knows what's coming and when, and MM can submit feature requests with a clear path to get them into engineering and shipped. - Working with 4 security teams daily to ensure we're super secure and that funds are always safe. - Perps incoming. Brand new contracts and a backend built from scratch in Rust. We're proud of this one. - A lot of other fixes are running in parallel right now. Starting next Friday, I will be posting weekly engineering updates. I joined because I genuinely believe in what @Polymarket is trying to do. @shayne_coplan built this so the world has somewhere to go to find out what's actually going to happen, not what the media thinks, not what a pundit says, but what thousands of people are willing to put money on. But right now, our engineering isn't living up to that. We've let people down, and I'm not going to dress that up. I came here to fix it, and that's exactly what we're going to do. The next few months are going to speak for themselves. Stay with us.

BTC和ETH会不会迎来历史上最大结构性的机会? 从长期大趋势看,其中之一是,取决于美元信用的走向。如果美元信用足够强,那么,BTC和ETH依然是依附在美元体系下的小角色。 如果美元信用无法持续支撑,去美元化趋势加强,那么,BTC和ETH作为中性资产+数字原生资产,或许会迎来结构性的时刻。 当前美元信用压力(高债务+去美元化)类似1971年前的特里芬困境(美元供给过多 vs 黄金储备不足)。 BTC/ETH的固定/通缩供应机制,BTC相当于“数字黄金”(ETH则还需要链上金融的支撑);在信用持续低迷情景下,有概率有机会“美元附属品”转为重要的全球储备/价值锚定资产之一。



@star_okx 阿联酋法律允许一夫多妻,徐总

Heads-up: Pre-market so-called “news” or “Truth” is often just a setup for profit-taking. Basically, it’s a reverse indicator. Do the opposite: If they pump it, short it. If they dump it, go long. See something tomorrow? You know the drill.



84% probability of going down today, largest I’ve seen…. Be careful today $btc











