CessAnne

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CessAnne

CessAnne

@CanneQuiam

Crypto Investor 💎 | Community Builder | Spaces Host @ChainHuntersX @NovaVerseX

Katılım Ekim 2024
448 Takip Edilen605 Takipçiler
Racer 🏁
Racer 🏁@racer_dot_fun·
who's ready for the Solana Grand Prix? drop your wallet for a chance to win a ticket to the wettest game on the fastest blockchain
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Maison Ghost
Maison Ghost@MaisonGhost·
its still funny to me that chillhouse flipped housecoin and is not to far from flipping chillguy
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DARC by Solus Group
DARC by Solus Group@solus_partners·
Research: Between Synthetic Assets and BTCFi (October 2025) ▫️ Synthetic assets mature - leverage, inverse, and yield synthetics return to play ▫️ Syntetika, Solv, Lorenzo bridges BTCFi and synthetics through a dual-token yield model ▫️ Babylon enables native BTC staking for PoS chains - $6B+ TVL, 4-7% blended APY ▫️ BTCFi yields now range from 0.1–3% (staking) and up to 22% across hybrid strategies, with @syntetika, @SolvProtocol, and @babylonlabs_io leading the way Full report: solus.partners/Between-Synthe… Authors & Contributors: DARC by Solus Partners, @0xSalazar, @obchakevich_, @rektonomist_, @zenbirb, @RubiksWeb3hub
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Hoogie
Hoogie@H0ogie·
Just claimed my @MetaWin rewards for September and October 😌 A cool $4,500 for 5 weeks isn't that bad I'd say November gonna be no different because the platform and incentives haven't changed I'm ready for more Metawin and $CASINO Are you though ?
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CessAnne
CessAnne@CanneQuiam·
@kwarxs Finally! someone focusing on compliance the right way ✅
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Concrete
Concrete@ConcreteXYZ·
"Concrete's model shows how DeFi can move from speculative playground into service architecture." - @OfficialSkyWee1 Read all of Sky's thoughts on blockchain Infrastructure in the @Forbes article below
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Marcell
Marcell@MarcellxMarcell·
UPDATE THAT SAME WALLET GOT FUNDED BY THE SAME WALLET THAT DEPLOYED $WLFI THAT SAME WALLET ADDED 26 MILLION DOLLARS INTO THE WLFI LP solscan.io/tx/28tvTAGffzm… THAT WALLET IS LINKED TO MULTIPLE 8 FIGURE WALLETS More detailed explanation: fHviapSvwJp33QJFAi6NR35gwkEsJA6rmE21tfHJYpJ this wallet got funded straight from cex, and it funded 2 wallets: GKyu9dGWECwB1NhqK4VSVZLsgwYNRYMHo7rhxeTGvMNk deployer of $WLFI on sol and 2x6Uhxmaot1cpiRisNwUcaQFPJCryGE4aTdpTYhYLENS wallet that ordered DCA of 250k usd on 1/usd1 in which this -LENS wallet also got a transfer of WLFI tokens from wallet that created WLFI LP on Meteora & Ray 2LoNg8b8wYneseTQ4FYEVQxSJWp12tsLE799oUdYPDHB
Marcell@MarcellxMarcell

A $WLFI whale just opened a Quarter Million Dollar DCA into $1 coin and its up 40% on one of the bloodiest days in the market also that whale owns millions of $WLFI across his wallets maybe its...... them? Last time they made a public announcement about buying a #USD1 pair it was $B and it went from 3m to 450m x.com/worldlibertyfi…

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Marcell
Marcell@MarcellxMarcell·
A $WLFI whale just opened a Quarter Million Dollar DCA into $1 coin and its up 40% on one of the bloodiest days in the market also that whale owns millions of $WLFI across his wallets maybe its...... them? Last time they made a public announcement about buying a #USD1 pair it was $B and it went from 3m to 450m x.com/worldlibertyfi…
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BTCC
BTCC@BTCCexchange·
📰 BTCC Crypto Daily · Nov 4 Key crypto stories today: • Balancer exploited for $116M — losses trimmed to $98M after DAO recovery efforts. • BTC spot ETFs see $187M in outflows, 4th straight day of withdrawals. • ETH spot ETFs follow suit with $136M in outflows amid weak sentiment. • SOL spot ETFs buck the trend, recording 5th day of inflows (+$70M). • Matrixport: BTC nearing its 21-week MA — correction likely short-term, not cycle-ending. 💬 Trade smarter with BTCC: bit.ly/4mDe1kI 🔍 Get deeper market insights: bit.ly/46IXkiM
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STBL
STBL@stbl_official·
The STBL community continues to set new standards in transparency and innovation. Featured Creator: @0xQuant Creation: STBL Nexus Dashboard Real-time Transparency and Analytics across the STBL ecosystem - built by the community, for the community. Explore it here: stblnexus.xyz
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hinkal
hinkal@hinkal_protocol·
It's time to be private on a public blockchain. Hinkal's Wallet is now open to everyone. Shield your wallet’s assets, actions, and dApp interactions from the public view. It's time to use crypto with confidence.
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CessAnne
CessAnne@CanneQuiam·
@B_daojia TGE即将来临,FDV潜力巨大,可能成为生态核心资产
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币到家 BDJ
币到家 BDJ@B_daojia·
Momentum深度解析:SUI生态流动性引擎的估值逻辑与TGE前瞻随着SUI生态系统的蓬勃发展,一个项目凭借其惊人的增长数据和创新的经济模型,迅速确立了其不可撼动的龙头地位——它就是Momentum。 自上线以来,Momentum不仅在关键业务指标上实现了指数级增长,更重要的是,其采用的ve(3,3)模型预示着去中心化交易所(DEX)价值捕获范式的深刻变革。 本文旨在深入剖析Momentum的强劲增长势头、核心运行机制,并为其即将到来的TGE(Token Generation Event)提供一个基于数据和逻辑的估值框架,帮助大家理解其内在价值与未来潜力。 1. 强劲增长势头—— 数据驱动的市场主导地位;这些数据不仅仅是增长的证明,更指向一个关键事实:Momentum已经构建了一个能够持续产生真实收入的强大飞轮。其高效的交易引擎和市场深度吸引了海量交易,而这些交易直接转化为协议的真金白银。 2. 核心机制解析:ve(3,3)模型如何重塑DEX价值捕获—— Momentum的真正护城河在于其经济模型——ve(3,3)。与传统DEX(如Uniswap V2/V3模型)相比,它在价值分配和激励机制上进行了根本性的创新,将协议的成功与代币持有者的利益进行了前所未有的强绑定。 为了更清晰地理解其颠覆性,我们从三个核心维度进行对比: 简而言之,ve(3,3)模型将Momentum从一个单纯的交易场所,转变为一个由其代币持有者共同拥有、并分享其全部收益的盈利性企业。 3. 估值分析:探寻Momentum的合理价值区间—— 基于其清晰的盈利模式,我们可以从短期和中长期两个维度对其进行估值推演。  短期估值 (TGE及初期市场)—— 对于一个产生稳定现金流的ve(3,3)协议,最合适的估值方法是市盈率(P/E)模型,其中“盈利(E)”即协议的年化手续费。 1.  年化盈利 (E): $4500万美元 2.  市盈率 (P/E): 考虑到DeFi蓝筹协议和高增长属性,给予12倍P/E是一个相对合理的基准。 3.  推算流通市值 (Circulating Market Cap):     > 流通市值 = 年化盈利 × P/E = $4500万 × 12 = $5.4亿美元 4.  推算完全稀释估值 (FDV):     > 假设TGE初期流通量为20.4%,则理论FDV = 流通市值 / 流通比例 = $5.4亿 / 0.204 ≈ $26.5亿美元。 ⚙️市场调整与结论: 纯理论计算的FDV在20-30亿美元区间。但考虑到当前市场情绪和新币发行的普遍折价,一个更为审慎和现实的短期FDV目标应设定在 10亿至15亿美元 区间。即便如此,这依然展示了巨大的增长潜力。 中长期估值 (周期顶部) 从更宏观的视角看,Momentum的最终价值将与其所在的SUI生态系统的整体市值高度相关。作为生态的流动性基石和核心资产,其估值可以锚定SUI市值的某个百分比。 A:定位锚点: SUI生态的流动性基础设施,类似于以太坊上的Uniswap或Solana上的Raydium B:估值对标: 历史数据显示,一个公链的龙头DEX,其周期顶部的FDV通常能达到该公链市值的5%-10%。我们取10%作为乐观预期。 C:SUI市值预测: 假设在牛市周期顶部,SUI作为一个高性能公链,其总市值达到 500亿至800亿美元。 推算Momentum中长期FDV—— > FDV = SUI市值 × 10% = ($500亿 - $800亿) × 10% = $50亿 - $80亿美元 这个估值逻辑意味着,投资Momentum在很大程度上是投资SUI生态的高Beta版本。随着SUI生态的繁荣,Momentum将捕获其网络效应带来的指数级价值增长。 4. 结论与展望: Momentum不仅仅是一个交易量巨大的DEX,它代表了DeFi领域价值捕获的演进方向。 ⚙️核心价值: 1. 市场主导地位: 已通过无可争议的数据证明其在SUI生态的领导力。 2. 卓越经济模型: ve(3,3)机制将协议的成功与代币持有者的利益完美结合,创造了强大的护城河和可持续的激励飞轮。 3. 清晰估值路径: 无论是基于短期真实收益的P/E模型,还是基于长期生态位势的对标模型,都指向了极具吸引力的价值空间。 Momentum的TGE,为市场提供了一个直接投资SUI生态核心引擎的机会。它不仅是一个有潜力获得高额回报的资产,更是观察和参与DeFi“真实收益”叙事和新一代公链生态发展的绝佳窗口。对于寻求在SUI生态中进行战略布局的投资者而言,Momentum无疑是当前最不容忽视的核心标的。 #Momentum #DeFi @MMTFinance #TGE
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CessAnne
CessAnne@CanneQuiam·
@AITECHio Solidus building the backbone for next gen AI
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AITECH CLOUD NETWORK
AITECH CLOUD NETWORK@AITECHio·
✨ Agentic AI is Scaling Fast! Agentic AI isn’t just another upgrade, it’s evolving into the new operating layer for business value. According to a 2025 report by Boston Consulting Group (BCG), AI agents currently represent about 17% of total AI-driven value, a share projected to reach 29% by 2028. At Solidus Ai Tech, we’re building the infrastructure that supports this evolution, enabling developers and enterprises to deploy AI agents that act, learn, and scale securely across Web3 environments. 🔗 Read the full report: bcg.com/publications/2…
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Sahib
Sahib@seeksahib·
DO you still remember the WL madness? In 2021, getting whitelisted was the ultimate flex. But that WL meta died silently. Because it was never about community, it was built on extraction, hype, and FOMO. Cycle shifted. People got smarter and attention alone stopped converting
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Snowball Money
Snowball Money@snowball_money·
Gsnow, delivering identity, payments, and reputation one block at a time. Keep building. Keep believing.
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Based Owl 🐦
Based Owl 🐦@BlueOwlXBT·
below yellow line is goblin town btw.. in case that wasnt obvious lol i do think they both hold, not necessarily a expecting a strong reversal from there.. probably just chops then grinds up slowly back up..
Based Owl 🐦@BlueOwlXBT

DONT KNOW

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