Noah's Dao

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Noah's Dao

Noah's Dao

@NSK_DAO

A leading provider of blockchain and network security solutions in HongKong, providing consulting services and one-stop solutions. #Btc

NSK* Katılım Temmuz 2021
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Noah's Dao
Noah's Dao@NSK_DAO·
目前 NSK 市值已经来到 20M,池子也达到了 2M$。 这一段路,社区大部分成员都拿到了属于自己的回报。 接下来,我们会继续推进下一阶段计划,寻找更合适、更有成长空间的发射平台。 不是结束,而是新的开始。
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Noah's Dao
Noah's Dao@NSK_DAO·
@cz_binance Sharp take. China’s hardware + US software + global open blockchain = real innovation. Let’s hope politics doesn’t get in the way.
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CZ 🔶 BNB
CZ 🔶 BNB@cz_binance·
Would love to see this info for other important sectors: Just some gut feelings without data. Internet. US is leading. TikTok is changing the balance. Many of China's products are great, but too much content censorship. I still use X. AI. US is leading. China not far behind. Chips. Restriction on chips forcing China to become more self sufficient. Robots, still early. China is strong in hardware manufacturing. Blockchain. US is moving in the right direction now. But heard lobbying of anti-international company policies, which might be good for a few US companies short term, but won't be good for US overall. Competition is good. It moves things forward.
Evan@StockMKTNewz

In just the last 5 years China 🇨🇳 has taken over the car making market

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Noah's Dao
Noah's Dao@NSK_DAO·
@cz_binance @GiggleAcademy 刚看到Giggle Academy的这个故事,真的很有启发性。 想问下大表哥,是哪件事或契机促使您决定投入做这个项目的?🤔
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CZ 🔶 BNB
CZ 🔶 BNB@cz_binance·
First time our @GiggleAcademy team got together IRL. Yes, that's everyone, 25 people. And yes, we work on weekends. I took the photo. Free and accessible education for all.
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AB Kuai.Dong
AB Kuai.Dong@_FORAB·
问了一圈日本同行,这次三上悠亚的发币版权,又是中国人拿下来的,定向投放做了中文市场。提前找了律所和发了声明,防止本地人参与和后续的起诉追责。
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pallase
pallase@from0to3·
【不服来辩】自己没本事,就吐嘈 #蓝v互关 低级? 😡 ✅ 就爱互关怎么了? ✅ 就是从零开始怎么了? Dis #互关 的大佬们,急什么? ⛔️ 除了做喊单侠,不会产出有价值的内容,怕新人抢饭碗咩?? ⛔️ 靠小团体互捧维持存在感,害怕新人崛起;拉住所有人原地踏步吗?? 你现在追的大V,谁没经历过0互动时期? @VitalikButerin 早期也是在论坛求关注呀。 别被PUA!#互fo 的不是粉丝,而是未来的战友 主动互关不是丢人,是战略 早期互关不是终点,是起点 愿每位創作者找到同路人,一起突破天花板。 Respect ! 🔥 加油!
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Crypto Rover
Crypto Rover@cryptorover·
Dad, i just opened a 40x short on #bitcoin for $430M. Can you start talking about tariffs again pls?
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Bitcoin
Bitcoin@Bitcoin·
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Elon Musk
Elon Musk@elonmusk·
Grok 3 is now the most powerful AI
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Michael Saylor
Michael Saylor@saylor·
Strategy has acquired 20,356 BTC for ~$1.99B at ~$97,514 per bitcoin and has achieved BTC Yield of 6.9% YTD 2025. As of 2/23/2025, we hodl 499,096 $BTC acquired for ~$33.1 billion at ~$66,357 per bitcoin. $MSTR strategy.com/press/strategy…
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0xSun
0xSun@0xSunNFT·
今天又翻到这篇一年前写的推文,关于链上,关于币圈不同资产阶段如何上升一个数量级,人生真神奇。
0xSun@0xSunNFT

两年多以前我刚入圈的时候就反复看过神鱼的这篇《在区块链行业如何从1000刀的本金赚到1亿刀》,还存在了手机相册里,那时候我刚读研一,带入币圈的本金不到五万元,今天看到这条推特还是挺感慨的。这几天有很多朋友都分享了财富增长的经验,我也斗胆借此机会讲讲自己的看法。 首先最重要的一点,我认为是找到自己擅长或是感兴趣的赛道,当然能两者兼得是最完美的。例如你组织能力强或者动手能力强就去撸空投,对游戏数值和策略比较了解就去研究链游,擅长估值分析和投研就去炒山寨,币圈的赛道非常多,吃透其中一条对绝大部分人而言已经足够。高倍合约等杠杆率太高的方式我是从来不碰的,也不建议大家接触。 对我自身而言,比较强的能力是快速地获取信息、分析决策并且执行操作,同时我对市场热点也有不错的敏感度,所以自然而然地选择了链上一级这条赛道,现在也有很多人称其为1.5级。它的定义很广泛,例如NFT、土狗币、铭文等其实都可以纳入,核心是在相对早期的阶段接触项目,从而获得成本较低的筹码,但又不同于私募等回报周期通常较久的形式。 链上一级的优缺点都很鲜明,在对项目大致判断正确的前提下,这种玩法具有极高的盈亏比,但也正因为接触项目处于早期,又带来了更大的不确定性和风险。从收集信息、做出分析再到执行操作这三个步骤,每一步的失误都可能带来结果的巨大差异。接下来更具体地分享我的经历,以下单位为CNY。 1万~10万:以小博大、见好就收 可以泛指所有在币圈没有投入较大本金的情况,对小资金来说,追求年化几个点的稳定收益没有太大意义,平时大家也总打趣说“是来币圈翻身的,不是翻倍的”,所以这一阶段要尽量寻找潜在倍数高、前期投入小的项目,我在21年的时候是参与BSC上的土狗币,同样道理但更符合当下币圈生态的例如铭文新协议、SOL土狗币等,或者一些投入成本较小的撸毛项目,殊途同归。 一些朋友可能认为资金少所以一定要死拿到百倍千倍才卖,但是我有不同看法,小资金意味着低容错率,在这一阶段更重要的是获利出本,及时止盈,只要你的路径是对的,一定可以把雪球越滚越大。那些靠拿住一个币暴富的故事往往是幸存者偏差,新闻稿可以从1000个人中选出一个成功者大书特书,而不会提及剩下的999个失败者。 10万~100万:对所在的赛道有一定的深度了解 2021年年底的时候我发现只要持有几个平台的代币就可以获得打新额度,而这些打新项目通常开盘就有几十倍,所以我把大部分资金用于买入GAFI、Redkite、Poolz等平台的代币,剩下的就是不断参与打新并在开盘不久后卖出,而这种造富效应又带动平台币价上涨,又吃又拿,我在进圈三个多月的时候赚到了第一个一百万。 时至今日,信息传播的速度越来越快,这种简单粗暴的左脚踩右脚已经很难持续下去,而且质量不错的项目通常都会选择有各类筛选和风控机制的打新平台。不过如果把我那段经历背后的逻辑抽象出来,那么依然是通用的,也就是在自己最熟悉的赛道经过钻研后找到一些存在信息差的机会,投入适当的仓位,静待开花结果。 100万~1000万:深度、宽度和高度 客观来说,个人资产超过千万在国内已经远超绝大部分人了,所以没必要把这当做一个很大的目标或者压力,一切平常心看待。 想要度过这一阶段,我总结了三种方式,分别对应深度、宽度和高度,做到其一即可。第一个是把资金容量足够的机会研究透,第二个是在自己所处赛道形成规模化,第三个是早于大部分人看到了引领市场的赛道。 先说深度,单项目千万收益听起来很夸张,大家听闻比较多的应该是Blur第二季空投名列前茅的几位大哥。当然,刷Blur毕竟对技术、资金量都有要求,时间周期也长达几个月,很多人可能根本没有意识到更夸张的是去年10月的NFT碎片化平台代币FLC、去年12月的BTC NFT节点猴和今年1月的BTC二层代币SAVM,都是能在1周甚至1天内将100万转化为1000万的项目,对于分析足够透彻并且敢上仓位的人是实实在在可以做到的,而这还仅仅是短短过去3个月内的部分机会而已。 再说宽度,也就是在自己擅长的赛道形成规模化,可以是通过铺人力和高效的组织管理形成的,对应的机会例如Sui打新,也可以是借助代码和工具实现的,例如NFT图狗早期大部分人还在前端手搓的时候,用脚本合约批量Mint就是降维打击,收益也是成倍增长。不过宽度的扩张是存在边际效益的,一方面是每个项目的资金容量都有限,利润并不是完全跟随规模的扩大而扩大,另一方面是随着某个赛道上扩大规模的玩家越来越多,财富效应就逐渐被稀释了。 最后是高度,通过精准的判断和敏锐的嗅觉在极早期介入某个赛道的龙头标的,然后充分享受赛道扩大的胜利果实,随风起舞,例如21年的链游和今年的铭文。这也是我个人认为难度最大的一种方式,因为不仅要求有极强的判断力,更需要敢为天下先的勇气,某个赛道在极早期的时候要么无人问津,要么备受嘲讽,能在这种情况下耐得住寂寞的投资者才能守得云开见月明,我想只要见证过PEPE、ORDI和TIA发展历程的朋友都深有体会,正是这3个曾经被百般嫌弃的标的开启了2023年的Meme、铭文和模块化这三大标志性叙事。 这也引出了另一个重要话题,就是赛道的选择,一般情况下在币圈还是得追逐热点,玩新不玩旧,两个各方面水平相同的人,假如在2023年的下半年一个选择了NFT赛道,另一个选择了铭文赛道,他们最终的收益率肯定是云泥之别,大部分人最终所能拿到的结果还是依托于市场的红利,要学会顺势而为。 此外,在这个阶段还可以适当扩大一下自己的接触面,敢于拿小仓位试错各个赛道,说不定收获的经验在日后就成了宝贵的财富。也可以分配一定比例的资金去参与各类相对稳定的打新机会,给自己配置安全垫的同时也一定程度形成了现金流。 最后就是做好风险控制和仓位管理,尤其在牛市,账面财富其实分文不值,没有落袋为安之前都是虚的,有太多牛市风光一时熊市回撤严重甚至倾家荡产的例子,不多赘述。 1000万~1亿: 还在摸索,争取早日再做分享,希望与大家顶峰相见。

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Yuyue
Yuyue@yuyue_chris·
有关阿根廷总统发币 $LIBRA 事件总结,亏个明明白白 1. 先说最重要的点,米莱 @JMilei 本人已经撇清了与代币之间的关系,声称这是一个私人企业发的币,所以 $LIBRA 代币是要归零的 2. 私人企业是谁? - KIP Protocol @KIPprotocol 项目方自己跳出来声称:「今天启动的 Viva la Libertad 项目旨在帮助阿根廷的私营企业,而 $LIBRA 已经取得了成功。我们要感谢每个人的信任和支持」……自己跳狼人了 3. KIP 背后的相关团队和团体是谁,和阿根廷总统米莱有何关系? - KIP 是 animoca 战略投资的项目,并且和 @opencampus_xyz 有合作,团队……基本是全华裔班子 - 该团队在营销中曾多次使用和米莱的合照,声称存在与阿根廷之间的政商关系 - 通过发射的时间点,和操作手法分析可知: -- 大池子高开 -- 伪造 moonshot 上币,实际是用了非平台验证的新功能造假 ——看得出来是严格复盘了我们这些 $TRUMP 的盈利分析的 😅 4. 维权? - 目前,Solayer 核心开发者 @fried_rice 和另一个工程师 @tonykebot 被一起 rug 了 2M 以上,以他们的审计安全公司背景,他们被割了维权能力应该远强于普通人 - 对了,补充一下,他们的钱不是做项目赚的,在审计公司期间,他们也是顶级的链上套利玩家
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Yuyue@yuyue_chris

阿根廷总统发币了 用于国家融资

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Noah's Dao
Noah's Dao@NSK_DAO·
@JupiterExchange The $Pajamas community has always trusted the JUP team and @meremeow. You have always opposed PVP, and we will always support you!
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Jupiter
Jupiter@JupiterExchange·
On $LIBRA Since the start, Jupiter has always placed a massive premium on transparency. The memecoin launch game is a dirty game with plenty of ugly behavior. We, however, have nothing to hide. So here are the facts as clearly as we can say them. A few members of the Jupiter team knew that there would be, at some point, a token project associated with Argentinian President Javier Milei. We learned of this ~2 weeks ago directly from Kelsier Ventures. While we were initially unsure, we then saw credible evidence in the form of public tweets from Milei’s personal account that he was serious. That was the full extent of our knowledge. We were completely unaware of the dealings between the the principals, in this case Milei and the market makers, and were not involved in it in any way, shape or form. It was an open secret in memecoin circles that an “Argentina Coin” was going to launch at some point, as evidenced by the many public tweets that have since surfaced. But in keeping with our ethos of confidentiality, we did not speak about it with anyone at all, online or offline. Further, no one on the team received any LIBRA tokens or related compensation at any time. No one working on Jupiter products knew the day, time or CA of the launch in advance. Only Meow himself became aware of the launch on the day it was meant to happen, but he did not know the CA or the specific timing nor was he involved in any way. He was in Tokyo and slept through the launch. Ben from Meteora was aware of the CA a few minutes prior to launch for verification purposes but did not share it with the Jupiter team until AFTER the information was public. We did not pre-verify or instantly verify the CA either, contrary to a lot of FUD on twitter. Instead, we waited for public confirmation - again from Milei’s twitter account - and sufficient volume. By the time we added LIBRA to the Strict List and shown with the “Verified” tag in our Trenches product, the market cap was already ~1.5b. LIBRA did not get the “Verified” icon in our default token search until roughly 1 hour after launch. Why verify it at all? The answer is simple: to protect users. There were dozens of imposter tokens launched right after LIBRA, and without Strict List verification it would have been easy for traders to accidentally purchase the wrong token. Our Strict List has never been an endorsement of a particular token - it is simply our way to ensure that users can buy the correct token they are intending to buy. (btw, our new Organic Score is designed to help remove the need for this verification process and instead let organic onchain activity dictate which tokens are “correct”) We take allegations of insider trading EXTREMELY seriously. We have conducted our own investigation and cannot find any evidence of sniping by team members. If you have evidence of Jupiter employees leaking information or otherwise sniping, please reach out directly. If we discover any team members acted on non-public information, we will take quick and decisive action. LIBRA was brutal. It was brutal for traders, brutal for FUD, and brutal for our ecosystem. In fact, many memecoins has been brutal for the ecosystem for a long time now with sniping, bundling and all becoming the norm. We absolutely in no way condone these extreme PVP launches. And we’re actively working on better systems both internally and externally to help improve the situation for all. As mentioned, @weremeow will issue a more detailed statement later today.
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steve chen
steve chen@stevechen·
@0xpeely @YouTube Learning my way. A meme token, Pajamas, was created last April, that was inspired by the first cat video uploaded to YouTube. Within a couple days, I had multiple Solana wallets created and Telegram became my second most used app (after YouTube).
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steve chen
steve chen@stevechen·
Happy 20th birthday, @YouTube. How you've grown...!
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xAI
xAI@xai·
Announcing our Series C of $6B to accelerate our progress Investors participating include a16z, Blackrock, Fidelity, Kingdom Holdings, Lightspeed, MGX, Morgan Stanley, OIA, QIA, Sequoia Capital, Valor Equity Partners, Vy Capital, Nvidia, AMD, among others
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steve chen
steve chen@stevechen·
Thank you @sequoia for the vision to believe in @YouTube back in 2005, before the launch of iPhone & Android, before massive broadband penetration, and before the emergence of the massive creator economy!
Sequoia Capital@sequoia

2/ Network effects are hard to get started—even for @YouTube. Hear the story of how the founders got the flywheel started and rocketed into the zeitgeist, on the new episode of Crucible Moments. Spotify: seq.vc/rwy YouTube: seq.vc/cxq Apple: seq.vc/2ru

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Sequoia Capital
Sequoia Capital@sequoia·
1/ @YouTube started as a dating site. Even after pivoting, at first no one noticed. Here are cofounders @SteveChen, @Chad_Hurley, and Jawed Karim, “depressed” that YouTube had only 40 videos and wasn’t catching on.
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