Jet 🎒
19.3K posts

Jet 🎒
@JetXBT
|| DM open for #Promotion #Ambassador 💌 || $BTC $ETH $BNB HODLer 💎✋ || Crypto Investor🚀
Katılım Mart 2021
3.7K Takip Edilen33.4K Takipçiler

Just invested $200K into @saturn_credit .
Swapped to ethereum:0x23238f20b894f29041f48d88ee91131c395aaa71 , then minted PT & YT on Pendle and earned 30x points.
Saturn is a solid stablecoin project incubated by @yzilabs .
ethereum:0x23238f20b894f29041f48d88ee91131c395aaa71 is backed by treasuries and $sUSDat by MicroStrategy's STRC. Super safe.
My ref code: JETXBT
LFG!🚀
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@Xtormfrog Sorry bro.
I know you, and read a lot of your posts.
Forget this shit and move on.
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《我因为投资HashKey,亏损了100万美元》
我写下这篇文章,只是想把自己过去两年持有HashKey旗下HSK时,亲身经历与真实感受到的一切,如实地留下来。
首先,我想说明的是——
从2024年4月开始到现在,我已经投资HSK超过两年。
而今天,我正式确认了超过100万美元的亏损。
如果有人说:
“投资这种有问题公司的产品,本来就是你的错。”
那么,我完全不会否认。
我承认,从一开始就不应该投资。
HashKey集团从2023年开始,就已经在筹划HSK这个项目。
他们面向整个加密市场展开了大规模营销,并在2024年正式推出HSK,开始大举吸纳资金。
包括我在内,许多人因为相信HashKey,而投入了巨额资金。
当时,HashKey频繁举办线下说明会,并动员大量KOL与网红进行极具攻击性的宣传。
他们描绘了回购(Buyback)、销毁(Burn)、Launchpool、Launchpad等等美好的蓝图。
然而现实是:
两年以来,回购与销毁一次都没有真正执行过;
Launchpool中断超过一年;
直到现在,Launchpad依然只是“Coming soon”。
直到后来我才意识到——
所谓围绕HSK展开的激进营销,本质上只是为了缓解公司流动性枯竭的问题。
但等我意识到这一点时,其实已经太晚了。
即便公司成功IPO、暂时摆脱资金压力之后,
HashKey香港交易所与Global交易所的用户量与交易量依然惨淡;
HashKey的股价与HSK价格,也直到今天仍在持续阴跌。
过去,肖风董事长曾让K、J等人站在台前销售HSK。
而之后,他又通过解雇他们来完成“切割”,
自己却从未真正站出来承担责任。
过去,也有很多人曾提到LAT,并多次警告我肖风董事长的经营方式存在问题。
但我没有听进去。
去年夏天,HashKey曾引入一位非常优秀的人才——Skylar。
那时候,我曾短暂地期待公司会发生改变。
然而,HashKey本质上是一个无法容纳创新与创造力的组织。
她最终也没能坚持多久,在内部政治斗争中遭到边缘化与降职,不到一年便离职。
而现在负责Chain业务的Serena,
不过只是一个宣誓忠诚、照命令做事的人而已。
直到现在,我终于得出了最终结论:
所有投资HashKey的人,最后都会变得不幸。
他们最终都会失去自己的钱。
IPO之后,我曾短暂以为情况会有所不同。
但现实是,连股东们也遭受了几乎不可逆转的重创。
所以,我想发出一个警告:
HashKey,是一家不应该投资的公司。
他们推出的任何金融产品,都不值得你投入目光。
未来,他们仍然会继续包装各种空洞的产品,
并不断寻找新的牺牲者。
有些东西,本质上是不会改变的。
而HashKey这个组织,有一个始终未变的核心:
“牺牲那些相信并投资他们的人。”
有人说过,诈骗与商业之间,往往只隔着一张纸。
但这个世界,终究还是存在“底线”这种东西的。
当你已经让无数人的人生遭到重创时,
至少应该保有一点点良知、愧疚与羞耻心。
但HashKey的管理层,看起来完全没有这些东西。
董事长依然若无其事地发表演讲、参加会议、描绘愿景。
这种行为,在中文里有一句很贴切的话:
“脸皮真厚。”
最后,我还想做一个预言。
HashKey最终会失败。
这不是诅咒,
只是因为——不懂“信用资产”价值的人所经营的事业,通常都会走向同样的结局。
他们注定会失败。
IPO募集到的资金,大概率也会在三年内被耗尽。
因为一家无法持续创造利润的公司,本就会如此。
我甚至觉得,HashKey管理层未来只要不进监狱,就已经算幸运了。
最后,我只想认真提醒一句:
即使未来牛市到来,
也不要去买HashKey的股票,更不要买HSK。
尤其是HSK,
现在不过只是被勉强维持着“还活着”的状态,
对他们而言,这充其量只是过去一个“无关紧要的小失误”。
请一定记住——
市场上还有无数更优秀的股票与加密资产。
希望你们能够保护好自己珍贵的资产。
我写下这篇文章,只是希望加密市场中的其他人,不要再掉进他们的陷阱。
写完这篇文章之后,
我将不会再写任何关于HashKey的内容。
最后,祝愿各位都能拥有好运。


中文

Some of my perspective on where the @ethereumfndn is going.
First of all, this is only my own view. The board is not just me, and I have no extra special powers on the board that the other board members do not. @aerugoettinea is the one executing much of this transition. My input has been largely on technical questions. The board is in the process of expanding, and my own power within the org will continue to decrease, which is honestly what I want.
The 2025 era brought many important improvements to EF and its ability to execute. Many issues were resolved, and EF continues to benefit from its improved efficiency and greater focus on concrete goals to this day. And so with those problems resolved, early this year, the largest remaining hole that I perceived was something different nagging at me: I would regularly spot people saying things like "vitalik says these beautiful things about ethereum needing to be decentralized, and have privacy, and be a sanctuary technology, but why do the EF's actions not reflect that?"
Now, you may have been hearing something different. You may not have been sensing a feeling of crisis at all, and maybe were hearing people saying that finally we were taking execution and BD seriously and the main task for us is to keep going that way and be even better and faster. Then probably there is genuine difference between you and me, in what kinds of criticism I take most seriously, and what kinds of critics through their criticism are most able to make me feel pain.
As an analogy, let's briefly switch over to a different domain.
One belief you can have about Google is that it is a success story, and has brought a lot of good to humanity in organizing the world's information. Another belief you can have about Google is that they had a beautiful idealistic beginning, but at some point the corruption of mainstream corporate attitudes seeped in, and they slowly bit by bit completely abandoned the "don't be evil" slogan.
My belief on Google specifically is probably somewhere between the two. BUT, if you had taken me back in time to ~2008, and offered me a button to press to make Google one or two standard deviations more "dogmatic", eg. give Richard Stallman permanent veto power over some key policies, I would immediately press it.
Why? Because a choice for one company is not a choice for the world, or even one country. Google existed and exists in the context of a technology industry generally drifting away from early idealistic don't-be-evil roots and toward greed for financial gain, totalizing visions of accelerated superintelligence, infiltration by sociopaths, and craven capitulation to (or worse, active participation in) government pressure for ideological control, surveillance and war. And so *one company* doing something different, positioning itself to be what George Bernard Shaw calls the Unreasonable Man, resisting the trend of the times, would have been better for freedom, balance of power and stability of society as a whole, than *all* large companies bending to dominant trends. This is a part of my version of pluralism.
This line of thinking is not just mine, but I also is not too far off from what Aya and others had in mind with the Mandate.
Now how does this all get to the role of the EF?
EF is not a "center of Ethereum", rather EF is "one node, with a defined purpose, alongside other nodes". We've always said that the EF should be the latter, but many in the Ethereum ecosystem (and even within the EF) wanted us to be the former. Now, we are taking action to ensure that we will be the latter.
This is particularly important because EF is a limited organization, with limited resources and limited organizational capacity. The EF has only ~0.16% of all ETH (less than many other individual ETH holders), whereas among other blockchains it's common for "the central foundation" to have 10-50%. Fiscally, the EF was originally designed to fulfill a limited work scope defined in the token sale docs and other pre-launch materials (building the chain software; getting through Frontier, Homestead, Metropolis, Serenity), which was fully completed in 2022; it was not designed to be an eternal steward.
And so today, the EF is choosing to use its remaining resources to pursue longevity over breadth (yes, this means we sell less ETH). The EF focuses *specifically* on those activities critical to the success of ethereum as a censorship/capture-resistant, open, private and secure system, that would not happen otherwise. This means making hard choices, and in some cases even activities that we highly approve of and people that we highly respect becoming outside of the EF. People of great technical talent, public respect and even alignment with the mission and CROPS being outside of the EF is in fact necessary if we want important tasks to be able to attract outside capital. This also means the EF taking opinionated stands culturally.
This is all intended in cooperation with all other parts of ethereum. We recognize that many other parts of the ethereum world highly respect CROPS and related values. But highly respecting is not the same as choosing to specialize and totally dedicate to a domain (Compare in a different domain: I think reducing animal cruelty is important, and I like vegan food, but am not full unconditional vegan myself)
EF is still in a transition period, and we expect its new long-term form to stabilize over the next few months. What are the guiding principles of this new form? Again, I am only one person, but I can give my answer from a technical perspective (there are also critical non-technical aspects).
At the core, *Ethereum must be impressive*. We are living in an age of highly intelligent AI and all kinds of other technological acceleration. "Status quo EVM, with a hard fork or two a year to optimize for short-term needs of users" is not interesting.
To some, "impressive" means: 250ms latency and 1M TPS. I think Ethereum trying to go that route is a mistake. Being as fast and as scalable as possible, and only a small epsilon more decentralized than the others, is a route to mediocrity, and if we try it we will lose.
I think Ethereum should scale. But I think Ethereum should strive the hardest to be deeply impressive in a different dimension: the CROPS dimension. This means things like:
* Provably bug-free Ethereum. This is a goal that all cybersecurity researchers would have thought is absurd and impossible, up until roughly 6 months ago. Now, it's on the cusp of being possible, thanks to AI-assisted formal verification. So we should be frontrunners in doing this.
* Available chain consensus. Ethereum is, and with lean consensus will cotninue to be, the ONLY chain that has both (i) traditional-BFT style properties that it's safe under asynchrony up to a high level of fault tolerance, and (ii) the bitcoin PoW-style property that under synchrony it's safe up to 49% attackers. As far as I can tell, literally no other chain has this or is planning for it; bitcoin goes for (ii) only and most other chains go for (i) only. Some will remember I fought hard for this, Unreasonably insisting that it is not OK for ethereum to rely on social consensus and hard forks to rescue ethereum from 34% of nodes going offline. It's OK for chains like hyperledger, bnb, solana, tempo, etc. It's not OK for bitcoin or ethereum or eg. zcash.
* Intermediary minimization. The fact that smart contract wallets, protocols like railgun, etc have to send transactions through intermediaries to get included onchain is honestly embarrassing, and it's a constant point of fragility. Hence the work on FOCIL and EIP-8141 (and 7701 and years of work before) to make transaction sending intermediary-minimized with public mempool and strong inclusion properties, in a truly general-purpose way, that covers not just eg. secp256r1, but also privacy protocols and much more. Kohaku is pushing intermediary minimization at the user layer, pulling Ethereum away from the dystopian status quo world where our wallets don't even verify the chain, send our private data out to a dozen third-party servers, and toward a brighter CROPS future.
Some of these goals are Unreasonable - maybe Ethereum would be "fine" getting only 50% of the way - what if we depend on intermediaries, but make it easy to switch? But going 50% of the way would not make Ethereum Deeply Impressive in the CROPS way. So we push for 100%.
Fortunately all these goals are compatible with high TPS, this is a major focus of research (esp. on scaling the state). Well-designed L2s can also help, especially L2s optimized for specific applications (eg. high-volume trading, privacy...). These goals are even compatible with significantly lower slot times, thanks to Raul's work on erasure-coded P2P, and many other optimizations.
The most high-value "product" of the ethereum blockchain, financially speaking, is ETH the asset. Ethereum secures $250 billion of ETH. The types of properties of Ethereum that I mentioned above are very good for ETH the asset. Nearly 90% of my net worth is in ETH, and most of the remainder is ~$40m of onchain fiat of which every dollar has already been allocated for some open-source biotech or software or hardware initiative. That said, there are aspects of supporting ETH the asset - *necessary* aspects even - that are outside the scope of the EF. This is where we need other heroes (some of whom hold more ETH than the EF does) to step in and help. EF has been recently thinking more about how it will relate to other such organizations, and give them needed initial support.
EF will be a smaller ship than in previous years, a more opinionated one - in some cases more opinionated in ways that might be difficult to comprehend - but a longer-lasting one, and one suited to making sure that ethereum brings something meaningful to the world. We are grateful to all those inside and outside the EF who are helping to make this happen.
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Haven’t received my $BILL refund yet.
Damn!
Why are you so slow in issuing refunds @billions_fdn ?
Billions Foundation@billions_fdn
First batch of refunds is now being processed. You can go to kaito.ai/my-wallets to claim. More refund batches will be announced over the coming days. We appreciate everyone’s patience and support as we work through the process step by step.
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First batch of refunds is now being processed. You can go to kaito.ai/my-wallets to claim.
More refund batches will be announced over the coming days.
We appreciate everyone’s patience and support as we work through the process step by step.
Billions Foundation@billions_fdn
The selection period for the Billions Community Round has now concluded. For participants who selected the full refund option (which includes the additional 5%), please note that the refund process is currently underway. Transfers will be completed as processing is finalized.
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Ranked #368 on Polytweet.
Am I eligible for the $POLY airdrop? 🤔
Bros, what's your rank?
Check yours here: polytweet.com

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