CyberJeff.hl

$LFI 从任何角度都是很伟大的代币 很难想象这样一个美国房产相关的代币会在链上公平发射 而且每个散户都可以通过如此优质的价格拿到筹码 如果放到两年前 这种币一定会经过多轮估值 卖预售 最后在交易所以极高的价格上线 更不用说团队提前很久就已经开始筹备 现在佛罗里达州结束之后 下一站就是得克萨斯州 而这一切还不到一个月 我在一周前其实就有一个相对极端的看法： 目前阶段币圈的群体已经存在严重割裂 Trump过后 大量赚到钱的巨鲸逐步转向美股市场淘金 导致整体流动性大幅缩水 剩下的基本就是小散户之间互相掏 或者Dev流水盘抽走仅有的流动性 在没有更大资金的情况下 越来越难把一个项目真正做起来 以前的大量大户已经失去对币圈的信心 不接盘任何代币 默认任何币圈的叙事都等于骗局 尽管他们起步的资金都是在币圈拿到的 而我现在有了新的看法： 或许跟现实世界有关联的RWA AI Robotics是破局的关键 转机在于前一阵子美股新股的熔断 巨鲸开始看到$Hype 的价值 巨鲸开始回到币圈接 $Hype 从41一路上涨 而今天Hype价格甚至已经超过了60u 发现了吗？ 巨鲸本身已经放弃币圈的叙事 但是如果代币关联到美股或现实世界 那么他们也愿意回到币圈拿钱入场 Hype就是最经典的案例 另一个相似的代币 $ONDO 其实也是同样的道理 目前也是42亿美元的FDV 因此我逐渐恢复了信心 我认为未来的叙事也会更多的集中在跟现实世界的关联 RWA就是一个非常核心的叙事 其他的比如AI/Robotics 也是关联非常强的领域 一定也会被大资金逐步认可 而 $LFI 正是这轮行情里最优质的RWA叙事 同样也是Base链上的行情的开始 一切都很早期 我们正处于最好的阶段

$HYPE - Stablecoin revenue bump - US reg push - pre IPOs going viral on trade xyz - ETF launches last week Feels like perfect storm for lockout move Solana 24 style here. Target $88

比起账户亏损，错失时代才是普通人最大的风险。 你爸妈错失2000年的房地产和互联网导致你家族如今的贫困， 你的持续观望导致错失如今的AI革命， 会导致你下一代下下代永远生活在社会底层， 这个时段不能梭哈赚取财富，那么等AI站起来的时候所有普通人只能沦为毫无用处的人体电池，你连劳动的资格都没了，更别提赚取财富。 也很可能是人类文明里最后一次属于碳基生物机会。

Coinbase has announced its plan to activate AQAv2 on USDC as the treasury deployer, with Circle serving as the technical deployer responsible for CCTP and native cross-chain infrastructure. Both Coinbase and Circle have committed to stake HYPE to activate AQAv2. As part of this transition, Native Markets has agreed to terms granting Coinbase the right to purchase the USDH brand assets. With Coinbase, in its role as treasury deployer, sharing the vast majority of reserve yield revenue with the protocol, USDC will become the most aligned stablecoin on Hyperliquid. As a result, canonical outcome (HIP-4) markets will use USDC as the quote asset in a future network upgrade. User and builder feedback has been consistent that fragmentation leads to degraded experience; now, the community no longer needs to choose between liquidity and protocol alignment. The pioneering work of Native Markets in launching USDH as the first production-scale stablecoin sharing yield directly with a protocol in a purely onchain implementation made AQAv2 possible. The learnings and mechanics pioneered by USDH will live on in AQAv2. The Hyper Foundation will give grants to eligible HIP-3 deployers, HIP-1 deployers, and builders who integrated USDH, supporting teams through migration over the next months. These grants reflect an ongoing commitment to teams who choose to build on Hyperliquid and align with the protocol. USDH markets are fully functional but will sunset over time. USDH remains fully backed, with feeless conversions to USDC and fiat available to users during this transition.