
Joe Ashes
683 posts












$SOL wicked 2.5% lower on @PhoenixTrade this evening






That's so wrong btw . dApps on Canton pay USD-denominated fees that get burned on every transaction, but Canton then mints new CC and distributes ~62% of it back to those same dApps as app rewards (~516M CC/month pool). So apps are economically incentivized to generate more transactions to capture a larger share of the rewards. a meaningful portion of that $65M is internal recycling, not external value capture. Hyperliquid's e is mostly real traders paying real fees from outside the protocol. different economic model entirely. It's farming all the way down dApps farm Canton's reward pool, then drip pennies to the users farming them. Nothing organic in it .





RiseX (@risextrade) volumes from @tread_fi users in the past 7 days 2026-05-03 - $11.26M 2026-05-04 - $8.41M 2026-05-05 - $8.27M 2026-05-06 - $23.23M 2026-05-07 - $33.57M 2026-05-08 - $39.79M 2026-05-09 - $55.97M




目前我自己95%的交易都在variational,還有5%是通過AI在Lighter/Nado/RISEx做自動化的價差套利策略,對幾個項目的觀點如下 1、Var的btc點差很低,用起來很爽,積分價值我也信心十足 2、Lighter沒考慮積分的事情,0fee用來跨所挺好 3、Nado我說實話一言難盡,底子和平台資源都挺好,但運營實在不敢恭維,這麼好的底子現在這樣的數據,說實話有點失望,不過好在ink鏈的估值也回升了不少,如果nado可以分配8%的比例,1分1u應該不難 4、RISEx還非常早期,到昨天就600多人,現階段參與明確是有早期積分回溯的,積分大概率是兌現RISE鏈代幣,這個鏈我看挺多大佬包括v神都投了,L2不太懂,但感覺RISE會有點類似MegaETH(目前FDV1.25B),都是主打高性能,估值應該會不錯,而且自己對於全鏈上訂單簿也比較期待,最近項目方在增加流動性,適合開大單後會轉手動做交易,應該會長期跟進 5、其他目前都沒參與,等5月有個新上測試網的項目,比較期待


🧵1/The new SoDEX trading experience is live. You spoke, we built. The new SoDEX is no longer just our vision—it’s a reflection of YOUR feedback. Over the past 3 months, every bug report and UI suggestion you sent has been baked into this upgrade. What’s evolved? ✅ Instant Gratification: Zero-lag order execution & position updates. ✅ Ultra-Light: Optimized front-end that won't cook your RAM. ✅ Visual Harmony: Reimagined Light/Dark modes for marathon sessions. ✅ Absolute Clarity: Integrated CLOBSCAN for 100% on-chain transparency. This isn't a final version; it's a living protocol. Try the new Spot & Perps flow, and let’s keep breaking things together. 🎁 Bug Hunter Program is LIVE: Found a glitch? Get rewarded for your sharp eyes. More details below 👇🧵















