Bill
657 posts
2025年初 CoinList 超募2倍、筹了 $11M 的 @alignedlayer，终于把 ALIGN 完整的 Tokenomics 和空投查询页面放出来了。
总供应量100亿，TGE初始流通约16%
分配大致是这样👇
• 团队 23.5%（12月锁定）
• 投资者 19.71%（12月锁定）
• 生态 18%
• 未来储备 16.61%
• 基金会 11.4%
• 空投 8.74%
• 社区销售 2.04%
空投规则：
≤10,000 枚 → TGE全解锁
>10,000 枚 → 先给1万，剩余12个月线性
空投查询 👉 community.alignedlayer.com
现在市场环境和当初超募时已经不可同日而语了，但能把东西交代清楚总是好的。
什么时候TGE、上哪个所，还得等。
Aligned@alignedlayer
中文
完，在日本买特斯拉买早了，以为 127 + 40 万日元的买车报销补贴，3 月底就结束，没想到 4 月份还有，然后官方又加了个 3 年免费充电。
也就是说原 541.3 万日元的 Model 3，现金补贴后是 374.3 万，约 16 万人民币，并赠送 3 年的免费超级充电。🤡🤡
Tesla Japan@teslajapan
ガソリン代の高騰、気にする必要なし。3年間充電しホーダイな夢の車に乗り換えませんか？⚡️ 現在販売中のModel 3、Model Yが対象となります。
Meguro-ku, Tokyo 🇯🇵 中文
中文
@day_dream1007 @category_xyz 那很奇怪为什么全网只有100多个节点，而且分布非常集中，我上次看节点分布的时候中国地区一个节点也没有，你能解释下这是怎么回事吗？
作为测试网贡献最多的国家却没有运行节点，匪夷所思
中文
说一点儿我一直不太想说的问题：$MON 的币价
先下结论：$MON 短时间内 下限很高
换句话说，也就是 $MON 的价格很难再跌很多！主要有以下几个原因:
1⃣ 持续买盘
@category_xyz 前段时间刚刚宣布2026年上半年回购 3000wu的代币。
虽然不知道具体策略，但是很可能会在关键价位（例如0.015）持续买入。这样一来，即使市场进入深熊，$MON 的币价也不会跌的很深。
2⃣ 低抛压
✅@monad 主网已经上线了2个多月了，过了一开始价格寻找期；再加上最近的价格又比较平稳 -> 短期投机者的数量不会很多, 自然价格波动会降低。
✅ 目前实际流通的代币可能仅为11%左右（初始10.8% + 少量通胀）。最关键的问题是，由于团队和投资者的代币不能质押 + Monad Foundation进行了大量质押，导致通胀（质押奖励）大多被MF吸收掉了（不会流通）。
✅ 团队和投资者2026年11月份才第一次解锁。另外，@monad 可能是最合规的一条公链，受 @coinbase 直接监管。任何11月前的OTC卖币几乎都不可能。
3⃣ 资金充足
Monad 融资 + ICO 一共获得：19M + 225M + 187M = 400M+ 的资金。持续Buidl很长时间不成问题
前面提到了，Category Labs已经宣布了3000wu的回购计划。后面Category Labs + Monad Foundation 也可能会有持续买币的计划。
要知道，ICO + 融资的成本价再0.025 - 0.030之间，如果以现在的价格（0.018 - 0.019）买入等量代币，也只需要70%左右的资金。
4⃣ 宏观可调控性
由于锁定的代币不能被质押，Monad Foundation可以通过调节它质押的代币数量来“调控”通胀率。在某种意义上，MF就相当于美联储一样的存在。
当Monad链上流动性枯萎的时候，可以通过减少代币质押来提高通胀率，吸引热钱。当流动性过热的时候（抛压也会上升），可以通过增加质押，降低通胀率，进而减少抛压。
总之，$MON 的上限很看 后续发展 + 市场环境。但是下限会很高。在市场不好时不失为一个稳定的资产💰
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Claude每次更新都是惊艳，这次更新目标取代各种龙虾，直接控制电脑，非token模式，直接客户端。Pro和Max用户可用，当前只支持MAC。
Claude@claudeai
You can now enable Claude to use your computer to complete tasks. It opens your apps, navigates your browser, fills in spreadsheets—anything you'd do sitting at your desk. Research preview in Claude Cowork and Claude Code, macOS only.
中文
OKX终于还是上线了Monad，磨了这么久，看来还是免费上的，明明也是投资人之一
OKX中文@okxchinese
OKX 即将上线 MON，现已开放充币： 提前挂单时间段：3月23日 18:00 至 19:00 (UTC+8) 现货交易开盘时间：3月23日 19:00 (UTC+8) 项目介绍：Monad 是兼容 EVM 的 Layer 1 区块链，旨在解决现有网络的可扩展性限制。了解更多⬇️
中文
BLOCKCHAINS Aptos, Arc, Avalanche, Canton, Tempo, Cosmos, SUPRA, Polygon, Rayls, Ripple, Solana, Optimism, Plume
Thomas Bush@tstereth
Here is every single one of @Mastercard's 87 crypto partners as announced today, mapped by category 🧵
English
恭喜OKX，得到来自纽交所母公司的投资👍
相比于币安，OKX一直更有加密精神，为行业探索新的可能。而币安总是像一个精明的商人，为己所利，虽然赚得盆满钵满，但作为行业top1，多年来无法引领开拓，甚至让行业落下诟病。
希望OKX能成为强有力的竞争对手，互促互进，共同发展，也让行业MGA.
OKX@okx
Today we announced a strategic relationship with Intercontinental Exchange (ICE). • ICE has made a direct investment in OKX and joining our Board of Directors • ICE will license OKX spot crypto prices to launch U.S.-regulated futures • OKX plans to provide access to ICE U.S. futures and NYSE tokenized equities markets to our 120M users Together, we’re advancing the infrastructure connecting digital assets and global capital markets. Details from our Founder & CEO @Star_okx: okx.com/en-us/learn/ok…
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Bitway 终于要来了，新一年祝大家开门发
Binance Wallet@BinanceWallet
🎁 @BitwayOfficial BTW token circulation will begin on Mar 2nd, 2026, at 08:00 (UTC). Users who participated in the Bitway Pre-TGE can trade BTW tokens on Binance Alpha. Winners of the Phase 1 Booster Campaign can claim and trade their BTW tokens within 8 hours after the token circulation starts.
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ZugChain Validator Program is LIVE.
We are selecting exactly 100 operators for the Mainnet Genesis set.
Run a node on just 4 Cores & 8GB RAM.
✦ Guaranteed Foundation Delegation
✦ Premium Airdrop
✦ 50 ZUG/block
✦ Core Governance Rights
Secure your Genesis position now: 👇
English
@ZugChain_org Just joined the @ZugChain_org Incentivized Testnet 🚀 Actively testing staking mechanics.
Join the revolution here 👇
testnet.zugchain.org/?ref=ZUG-BW7C1…
English
Bill retweetledi
Cosmos的多事之秋
Cosmos Labs@cosmoslabs_io
We are aware of the SagaEVM incident and have been working closely with Saga and external security partners to investigate and remediate a confirmed vulnerability. The issue has been identified as originating from the original Ethermint codebase. A long-term fix is in progress, and a full post-mortem will follow via a responsible disclosure process. We have contacted a subset of EVM chains we have identified as affected by this, and provided short-term mitigations to address the matter. As always, we recommend all projects continue to implement baseline security practices such as rate-limiting and security monitoring to strengthen early detection and mitigation. Operators of EVM chains who have not yet been contacted and wish to verify their exposure or obtain the short-term mitigation should reach out to security@cosmoslabs.io with their chain name and deployment configuration.
日本語
When some projects stall or even head toward failure, they like to shift all the blame onto Cosmos — it seems to be the easiest excuse. @0xMagmar, please don’t be influenced by this. Keep improving the technology and bringing more companies to build L1 chains using the Cosmos SDK.
English
Yes, but it's demoralizing to rely on a team that speaks about Cosmos like this openly x.com/0xstepit/statu…
Also, we have built Cosmos EVM and made significant improvements to Cosmos over the past year, that could have given Noble everything it's touting in this new release without the shift away. We tried to reach out to the Noble team many times over the past few months to help with these things, and get ghosted in Slack.
I don't know what's going on internally, but the reality seems to be Noble doesn't want to be in Cosmos - and some engineers feel that so much that they publicly shit on Cosmos (or privately). I think you should just own that.
stepit@0xstepit
USDCosmosisdead
English
Noble leaving Cosmos = likely finally time for the Cosmos Hub to have its own USDC!
Noble@noble_xyz
English
近来流行：当项目发展受阻甚至走向终结时，把一切问题甩锅给 Cosmos，正在变成一种方便的说辞。
可仔细一想，Cicle都下场做链ARC了，没有Cosmos的话，Noble还有存在的必要吗？
Jelena@jelena_noble
For anyone confused about our pivot away from @cosmos, it’s quite simple; Tough times make strong men. We’ve been grinding away, trying to make things work for years and quite frankly chewing glass every step of the way. And yet, we: - onboarded 5 blue chip assets to Noble - processed 22B+ in tx volume - built a highly reliable and performant stack - built a blue chip L1 crypto brand (without!! A token) For a long time, we’ve dreamt about all of the awesome DeFi & payments apps we wanted to build, but were ALWAYS limited by @cosmos We will always love you @cosmos, but it’s simply time to move on!
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