
PreludΞ_Y
31 posts


I've been playing with Sahara AI’s new Dev Platform - honestly feels like an AI sandbox with superpowers.
You can build agents in minutes, register assets on-chain, and test new workflows without juggling five different tools.
Check it out: app.saharaai.com/developer-plat…
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The reason why @Coinbase Commerce doesn’t support self-custody $BTC baselayer payments is simple
UXTO chains like Bitcoin lack the programmability necessary to meet the requirements of most merchants
1) Merchants don’t want to be exposed to crypto price volatility risk
Ethereum and EVM chains solve this by being able to programmatically covert whatever crypto token is used as payment into a stablecoin like $USDC, when can then be optionally redeemed for $USD and sent to the merchant’s bank account
UXTO-based chains like $BTC lack the native programmability to convert their native asset into stablecoins onchain, so a custodial solution is required
2) Merchants don’t want to deal with manual burden of resolving incorrect payments (eg: underpayment)
Ethereum and EVM chains solve this by being to programmatically reject payment with incorrect payment amounts
This is literally a single line of code in a smart contract (require payment amount == invoice amount, otherwise revert)
UXTO-based chains like $BTC lack the native programmability to revert payments based on amount, so a custodial solution is required
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Net result is that Coinbase made a calculated decision that the overhead/friction/cost of supporting baselayer $BTC payments was simply not worth it
Payment processing for self-custodial wallets is challenging, it’s not nearly as a simple as just giving a customer an address to pay into, they will fuck it up, it needs to be idiot-proofed
Can lightning fix this for $BTC? Possibility, but there’s a great deal of friction today in terms of managing inbound/outbound liquidity and channel rebalancing
Lightning also means you can support one additional asset, $BTC, while integrating with EVM chains means you can accept hundreds to thousands of crypto-assets (including stablecoins and $WBTC) and get paid directly into your bank account programmatically if you desire
That said, I hope Lightning improves enough to make it a realistic option for merchants to leverage
Erik Voorhees@ErikVoorhees
Dear @coinbase how does someone just pay with Bitcoin from their own wallet? None of these four options work provide that path...
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如果要从未来宏观数据上找出相应的逻辑和线索,大家可以参考@qinbafrank的这篇推文,关于在隔夜逆回购即将消耗殆尽后对流动性可能产生的冲击(Frank也是我非常喜欢的宏观分析方面的专家)。
twitter.com/qinbafrank/sta…
qinbafrank@qinbafrank
黑哥最新的一篇文章,认为3月份市场大概率会有个调整。核心逻辑是:隔夜逆回购逐渐被消耗完,银行定期融资计划到期后被停止,届时市场的流动性会会受到影响和冲击。 两个场景预测: A、隔夜逆回购消耗完(余额降到2000亿美金),银行定期融资计划3月中被停止,那么3月议息会议前市场可能那个会有个大幅调整。 B、隔夜逆回购消耗速度变慢还能支撑到二季度末,银行定期融资计划到期后再度继续,那么市场还能继续不管3月议息会议的结果如何。 这跟我12月下旬聊到的当下流动性宽松以及未来流动性可能的风险逻辑是一致的。确实需要关注市场的流动性变化问题 x.com/qinbafrank/sta… 昨晚聊到的缩表进程里,关注准备金余额跟银行总资产对比的变化,也需要非常注意。 x.com/qinbafrank/sta…
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Pretty sure not the same kind of Web3 in mind
Foresight News@Foresight_News
【工信部:将制定符合我国国情的 Web3.0 发展战略文件】 🫣🫣🫣
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Agreed. Binance's market dominance and its hostile relationship with the U.S. government are among the reasons for the slow progress of #BitcoinETF . After reaching a settlement with SEC and Binance's influence undermined, it's good news for the crypto market in the long run.
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Stays updated on web3 projects, shares latest info and clarifies concepts gptstore.ai/gpts/Bg08qFSmi…
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目前为止最全的 BTC 生态工具汇总:
一、闪电网络(Taproot Assets)
1. Taproot 资产浏览器:terminal.lightning.engineering/assets/mainnet/
2. 钱包(小蜜蜂):getalby.com
3. Nostr Assets Protocol 官推: x.com/nostrassets
4. Nostr Assets Protocol 交易市场(官网):mainnet.nostrassets.com/#/marketplace/…
5. Taproot Assets、BRC20 和 ARC20 对比:mirror.xyz/3p-labs.eth/Xm…
6. 闪电网络全节点配置教程:x.com/ohxiyu/status/… @ohxiyu
二、Ordinals
1. 官网:ordinals.com
2. 官方钱包:github.com/ordinals/ord/r…
UniSat(用户量最大的钱包+交易市场): unisat.io
3. BRC-20(区块浏览器)ordiscan.com:
4. idclub(目前最完整的代打平台):idclub.io/brc20
5. satosea(追踪链上实时铸造铭文,打失败可以退手续费)looksordinal.com/index.html
6. geniidata(可以捕捉到热点铭文和 NFT 的实时铸造情况):geniidata.com/ordinals/home
7. 查看 BRC-20 代币价格、流通以及总市值:btctool.pro/brc-20,brc-20.io,ordspace.org/brc20
8. BRC-20 数据分析:dune.com/dgtl_assets/bi…
9. NFT 交易市场:magiceden.io/ordinals,ordinalswallet.com/collect
三、Atomicals
1. 官推:x.com/atomicalsxyz
2. Atomicals Wallet:atomicalswallet.com
3. 钱包配套网站(可以批量转移 NFT 和 Realm): wizz.cash
4. Atomicals Market(交易市场,支持协议资产的铸造和最新铸造资产的浏览):atomicalmarket.com
5. 交易市场 SatsX(分类和交易的功能还不完善): satsx.io
6. Atomicals 协议白皮书:docs.atomicals.xyz
7. 数据看板(统计 Atomicals 和 Ordinals 协议的每日铸造量,并且划分了 Atomicals 上不同资产的铸造统计): dune.com/0xmatsu0x/atom…
四、PIPE
1. 官推: x.com/pipebtc
2. inscrib3(首个支持铸造的工具站):pipe.inscrib3.land
3. Ppline(功能简洁的市场):ppline.app
五、Ethscriptions(乱入)
1. 官网:ethscriptions.com/all
2. Eths 交易平台(龙头交易所,支持代币、域名、nft交易):etch.market/market
3. Ethsmarket(新崛起的交易市场):ethsmarket.xyz/market
4. Ethscriptions代币,查钱包余额工具:data.nftsniper.club/erc20Check
5. 铭文域名查询工具:ethscriber.xyz
Mirror 链接:mirror.xyz/3p-labs.eth/L8…
更多干货欢迎关注:@3PDAO
#Bitcoin #Lightningnetwork #Ordinals #Atomicals #Ethscriptions
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1/ The new Curve stablecoin whitepaper is not an easy read, but I think I got through it. Let me share my first thoughts; caveat emptor applies.
At the center of the mechanism lies a new AMM called LLAMMA. I'll discuss only this component for now...
github.com/curvefi/curve-…
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