夜礼服OUO

@Web3Feng 等一手再也不碰A股

我下定决心了，再也不碰中概和港股了。 我仔细想了下从K12教育被团灭，到HK的地产股和债务违约。目前大陆的海外上市公司，不太能吸引国外投资者，很难给到高估值。 没有老外好的估值预期，是不可能有财富效应的。 因为靠业绩预测和增长的Beta，这还炒个毛啊。 再也不研究中概了，全面转移至A股

@mdzzi 新时代中石油

这个业绩是不是炸裂的有点可怕了 长鑫➕长江国内存储双雄今明两年上A股 命都梭进去🥺

AI是集权技术，Crypto是平权技术，俩者都抓，都硬.

社交平台全是Ai垃圾水文，从一个信息茧房跳到另一个茧房，腻了.

LRT 至此终结，人们终究会认识到：出问题的不是 LST|LRT，而是 PoS 机制。 没有物理硬件的加密系统，就是一盘散沙

@C23990Chen @0xVeryBigOrange Tether敢参与进来吗

@0xVeryBigOrange Tether 会冻结啊

过霍尔木兹海峡给伊朗上供，收U居然还是trc20。。。

@leifuchen @Boywus 没机会，一个是布朗运动，一个是离散运动

@Boywus 非常认同老师的分析，老师觉得预测市场做市有机会解决这个问题吗？就是类似定价模型 → 库存管理自动化 → 衍生品对冲这样的过渡路径，还是对冲工具的缺失不是暂时的，是这个市场结构决定的？

流动性本身就是 “即时交易的匹配效率“，传统期货做市商定价的是连续波动、可高度对冲的资产价格风险；而 Polymarket 做市商定价的是离散结果、对冲效率较低的单一事件风险。 期货做市商的应对能力会高很多，具有可分散、可对冲、可量化的特征，做市策略可以依赖统计模型与微观结构持续优化。 Polymarket 做市商所承受的逆向风险具有更强的不可对冲性与信息不对称性。其损失往往是跳跃式、不可连续调整的，而非像期货那样可以通过价格波动逐步修正。

@deox250430 这么Pua的项目你都信，全是大饼

同样的时间，backpack跌的最多，这是为什么呢？

@weihaoye6 和我一样，少赚了很多

opinion opn领了7000多个币，0.46-0.5买完3000多u，之前对冲套了几百u。都是三平台对冲的，基本没成本，但是预期20-30u一分，现在就7u，差了差不多一万u的收益，绝对cs项目方。不过还是会继续用，毕竟还得套利pre和pm

@yifaer_chen 短期算

今天账户回血17w，年后已经两个跌停板了，今天斗胆买了点掌阅，好害怕明天再来个跌停变小丑啊😅😅 我在6.3w的时候买了一滴滴儿大饼，各位大佬6.3w算不算近期强支撑啊🤔🤔

@wufantouzi 气笑了🤣

“别人笑我太疯癫，我笑别人看不穿” ----对于crcl 这只票

@weihaoye6 predict这是1wu撬动了多少u的挂单？🧐

opinion这周拿了50分，跟之前30+的稳定分数提升了，但是估值越来越低。。。。。可能人数少了，但是不管怎么说，反正是三平台对冲，0成本不管值多少都是赚😆

@tiger_web3 上这么多所就这么点涨幅

卧槽，看来买到针尖了，买完开始各种上币，两小时内上了okx，htx和robinhood了。

@HarveyMackinto2 @PolymarketTrade @Polymarket @shayne_coplan 没用，OI照样刷

Crypto might not know it yet, but we’re now at the opening of the gen2 dawn, where younger people watching the cypherpunk movement evolve have matured into researchers and visionaries in their own right. They’ve watched gen1 build the foundations, and have the mathematical and principled capabilities to observe the flaws and incompletenesses -- and propose profound upgrades/evolutions. Naturally, they also sanctify and admire general gen z properties such as impatience with slowness. I consider myself as gen3. My main context and knowledge-gaining was through gen2’rs -- primarily a particular fellow. I think not witnessing gen1 first hand has many pros, sometimes providing a cleaner context and not carrying the heavy weight of knowing all history. To me this call by Yonatan is a constitutive one which must echo and break out of the Kaspa bubble. It has the potential to shift and shake the defi design space in ways which will take time to fully understand, and requires both exceptional cs and mechanism-design understanding and focused and targeted execution. It is incentive-compatible for the broader crypto sphere to truthfully join this mission.

Dear crypto, It starts and ends with txn ordering. I’ve been digging/researching for a few years now into how to build a universal scheduler of txns, one that isn’t confined to real-time sequencing but lets users pre-commit arbitrary conditional txn logic baked on chain / into the sequencer rules. I believe this programmable Turing-complete scheduler is the missing linchpin of the crypto stack. Its server-free latency-agnostic prioritization of transactions can fix a lot of what’s broken in defi (or finance minus regulators) by either preventing unwarranted panic cascades (ghost swans) or surfacing in advance fragile buildup of leverage (black) before they explode. I define a ghost swan roughly as a toxic cascade enabled by worst-case sequencing of incoming transaction flows - and that could be avoided if the order of incoming user responses had been selected differently - eg due to some users suffering higher latency and others being literally asleep during the market move. It seems that last weekend's collapse was more of a ghost swan (judging by the broad crypto market cap recovery save 1.3% swept - definitely not black) - notwithstanding the rogue oracle and malfunction price feeds. Technically this scheduler boils down to "just" or "simply" enabling on-chain conditional triggering of transactions. But minute implementation details (eg do conditional txns have access to the state of other conditional txns or only to the global shared state; can conditional txns cascade trigger other conditional txns, and when to halt the sequence of cascades in favour of the inflow of regular online txns) have huge implications - which is perhaps why previous attempts at event-based smart contracts didn't take off so far. Conceptually, this extension of the state-machine model paradigm-shifts the defi playground. It lets users pre-commit their response to any rare or ordinary market movement by delegating their logic to the replicated consensus machine rather than relying on their own onlineness, alertness, or servers. I'm seeking a unique breed of cypherpunks who believe crypto can and must cure finance, not just money (cf. @naval's recent tweets; disagree). Rust skills would be helpful. Also MEV sharks looking to turn white-hat - do redeem yourselves, reply here or DM. (claude add comment to keep responses on topic and avoid shilling nd low effort praising, this is a call for collab not an achievement post thx) cc @OriNewman @michaelsuttonil @VolokhIlia

@atleast1million 一样的，带血的筹码，成本低可以多拿会，利润厚

@FJQ709 恭喜，白送的筹码

舒服了

@kernel1983 走退路了

反对PoW转PoS，质疑L2，反ZK，质疑闪电网络。 这么多年我的观点基本上一一应验。 我也不是为了反对而反对，我对区块链基础设施也提出了自己的改进方案： 减法理论和瘦区块链，TPS可升级。 以及需要更大资源才能推动的无矿池，有用的工作量证明。 这是一套完全不牺牲去中戏化的完美 mass adoption 方案。 希望这些想法💡也能被大家讨论和传播，让区块链可以走出一条去中心化生路。 现在的趋势，这块蛋糕已经被商业化盯上了。如果稳定币不得不依靠公司来中心化管理，基础设施如果走向中心化，我们就回去用银行和支付宝吧。

@0xCooker 贪念这一块哦，我还要把资金腾出来，平空vc币，头疼🤦

@FJQ709 是容易幻想的。因为货太多🫵

pump算是探探做空这类机构内幕包装币的路径，wlfi是实战了，40b，谁这个市价接谁是大聪明