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@Qiangge_W

When your dreams come alive,you are unstoppable. https://t.co/knM5GdUj5G #base

意大利 Katılım Eylül 2016
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CoolNoodle
CoolNoodle@bul1ish·
7月 Uniswap将要直面它最严厉的父亲——Aerodrome 所有看好 $CRCL 的人都应该看好 $AERO 所有看好 $COIN 的人都应该看好 $AERO 7月扩展至 @arc 链和以太坊主网 意味着统领Base的情况下准备统领ARC,以及去主网狠狠抢Uni的蛋糕,该给它上点强度了 7月还会和兄弟项目 @VelodromeFi 合并成为新项目 @DromosLabs 统一用新AERO代币,已知Velo在Binance有上市现货交易,那么Aero基本已经获得一个潜在的list现货机会,换币的好处还可以抹去之前的K线,更方便狗庄画图 ARC链后面是确定要发币的已经被几大幻神融资了,那么当 $ARC 发币的时候链上Top Dex是不是利好? Base链后面也是确定会发币的,那么当 $Base 发币的时候链上Top Dex是不是利好? Aero还会更新ve33机制,新机制让Aero从静态ve33进化成更动态、智能的MetaDEX,从事后每周投票→实时预测分配,staking更注重流动性与可转移性,不再死锁+手动操作,类似预测市场:谁预测准未来交易量,谁就赚更多协议收入,我判断会带来巨大的Aero需求 现在距离7月份也就2个月时间,不确定我们会发送到哪里🚀 $0.49—$ ? ?
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Aerodrome@AerodromeFi

"Aerodrome is responsible for the highest $USDC transfer volume of any tracked app in crypto." "The innovation is happening. And Aerodrome is building the primitives, the liquidity primitives, the protocol primitives to make that possible." - @jerallaire, CEO of @circle

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比特币橙子Trader
比特币橙子Trader@oragnes·
真他妈一针见血!木头姐直接点破了大选后宏观资金流向的核心逻辑。 她直言,加密社区是这次大选的绝对胜负手,持币者全在押注去监管化。如今政策落地,一个全新的全球金融秩序正在成型。 很多人因为高额债务和赤字看空美元。但木头姐戳破了这个盲区:美国政府推行的减税、去监管和亲商政策,会实打实拉高整体资本回报率。这种高回报预期完全能对冲债务恐慌,并持续虹吸全球资金。 美国险些错失加密革命,现在硬是靠政策松绑把主导权抢了回来。别死盯短线波动,认清这波宏观转向带来的系统性红利,才是下周期的关键。
比特币橙子Trader@oragnes

纳瓦尔神级预言:苹果已死,SaaS是下一个!留给创业者的逃生时间只剩18个月 “纯软件,已经不值得投了。” 当这句话从硅谷创投教父、曾投出Twitter和Uber等200家独角兽的纳瓦尔(Naval Ravikant)嘴里说出来时,这绝不是危言耸听,而是资本市场对整个科技行业底层逻辑的重新定价。 在这场AI引发的剧震中,首当其冲的是市值3万亿美元的苹果,紧接着,就是那些曾经风光无限的SaaS(软件即服务)公司。 如果你是一个创业者,真正可怕的不是你是否认同这个观点,而是:你是否还有18个月的时间,在估值暴跌前完成生死转型? 一、苹果正在经历“结构性死亡” 纳瓦尔口中的“苹果已死”,不是说它明天就会破产,而是说它赖以生存的底层商业模式正在坍塌。 苹果庞大市值的支点只有一个:用极度流畅、封闭的软件体验,来支撑高昂的硬件溢价。 但在未来的24个月内,人机交互将被彻底颠覆。人们不再需要打开一个个App,而是直接对着AI智能体说话,由AI在屏幕上实时生成你需要的界面。当“界面”和“操作系统”被AI彻底商品化,苹果苦心经营多年的应用商店、UI设计和生态护城河,将瞬间失去价值。 面对危机,苹果的选择是向谷歌妥协,引入Gemini模型。这意味着,这家以“掌控用户体验”为傲的巨头,正在把核心体验层外包给最大的竞争对手。 一旦失去了软件护城河,苹果就会沦为一家做工精良的五金厂,它的高利润率将被无情压缩。一场极其惨烈的价值重估,在所难免。 二、SaaS公司的护城河,正在被AI抹平 更惨的是那些靠写代码起家的SaaS公司。 过去,做一款B2B软件需要一个庞大的工程师团队,这种“难复制”就是SaaS公司最大的护城河。但现在,这种难度正在光速坍塌。 一个两人的草台班子,用Claude Code,90天内就能复刻出大多数SaaS产品80%的核心功能。你引以为傲的代码壁垒,在AI眼里只是一堆几秒钟就能生成的字符。 看看Figma、Salesforce、Workday……这些曾经坚不可摧的SaaS巨头,正在被团队规模甚至不如他们HR部门的AI初创公司疯狂蚕食。 纳瓦尔直言不讳:“如果你的护城河只是‘我们的软件写得更好’,那你大概率会在下一轮融资中眼睁睁看着估值蒸发70%到90%。” 三、未来10年,什么才值得投? 既然代码已经一文不值,什么才是AI时代真正的护城河?纳瓦尔指出了五条生路: 渠道分发权: 产品只是载体,直接触达客户的能力才是资产。拥有私域社群、品牌声誉和分发网络的创始人才能赢。 真实的社群网络: 像Discord、Reddit这种平台,AI可以抄走它的功能,但绝对抄不走里面真实的社交关系网。 独家数据飞轮: 你的产品必须能在用户交互中沉淀出对手拿不到的数据(如特斯拉的自动驾驶数据),而不是仅仅套一个公共AI模型的壳。 硬核的物理整合: AI造不出火箭、造不出电池。SpaceX、波士顿动力这种掌握实体制造业壁垒的公司,防御周期最长。 极深的垂直行业: 通用工具必死,但深扎建筑、医疗等传统行业,掌握底层审批流程和监管数据的垂直平台,最安全。 四、史上最可怕的危机,也是最大的红利 旧世界的崩塌,意味着新世界的崛起。 纳瓦尔做出了一个极其乐观的预言:软件生产能力的平民化,将带来一场“超级个人创业者”的文艺复兴。 未来,一个人的公司可以跑出50人团队的速度。AI帮你写代码、修Bug、做客服;创始人只需要提供极高的品味、愿景和判断力。 下一家百亿美金的独角兽公司,员工可能不超过10个人。

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周大侠
周大侠@youngerbest·
按照市场结构理论,目前是什么趋势? #BTC 是否发生改变了? 带着问题去解读盘面,才能得到想要的 最终的答案无论多么不可思议,那就是结果!
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Shay Boloor
Shay Boloor@StockSavvyShay·
THE 7 LAYERS OF PHOTONICS 1. Materials & Wafers (substrate layer) $AXTI, $IQE $WOLF, $COHR, $LWLG 2. Tools (fabrication layer) $ASML, $AMAT, $LRCX 3. Lasers (light generation layer) $LITE, $COHR, $LASR, $SMTC 4. Foundries (manufacturing layer) $TSM, $TSEM, $GFS, $UMC, $INTC 5. Test, Inspection & Packaging (reliability layer) $AEHR, $VIAV, $ONTO, $AMKR, $FN 6. Optics (module layer) $AAOI, $POET, $GLW 7. Networking (connectivity layer) $CRDO, $MRVL, $AVGO, $ANET, $CIEN
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Shay Boloor@StockSavvyShay

THE OPTICAL PHOTONICS BOTTLENECK As AI clusters scale past copper’s physical limits, the bottleneck shifts to optical & these are the companies building that layer across the stack: 1. $AAOI building the transceiver layer of the AI network through vertically integrated U.S.-based InP laser manufacturing. It has already secured over $200M in its first volume 1.6T order from one hyperscale customer followed by another $124M in 800G orders from a second. 2. $AEHR building the reliability layer for the optical & AI hardware stack through burn-in & test systems. It just received a record $41M follow-on order from its lead hyperscale customer reinforcing the idea that Sonoma is becoming a key production burn-in platform for high-power AI ASICs. 3. $CRDO building the connectivity layer that helps AI clusters move data faster through active electrical cables, retimers & high-speed interconnect silicon. The DustPhotonics acquisition also extends that platform into silicon photonics before copper becomes a real constraint. 4. $LITE building the laser layer of the AI optical stack through EMLs, optical components & optical switching exposure. The setup is backed by a $2B $NVDA strategic investment & optical circuit switch backlog above $400M with orders reportedly extending through 2028. 5. $VIAV building the testing & validation layer of the optical stack through network instrumentation & photonics measurement tools. It is the picks-and-shovels layer of the transition because every high-speed optical buildout still needs to be tested regardless of which transceiver vendor wins. 6. $COHR building one of the core photonics bottlenecks through indium phosphide lasers, optical engines & communications components tied to next-gen AI networking. It also has a $2B $NVDA strategic investment behind it & is doubling InP device capacity into the 1.6T ramp. 7. $MRVL building the DSP & optical infrastructure layer through electro-optics, PAM DSPs, interconnect silicon & custom networking chips. The Celestial AI deal & NVLink Fusion exposure both strengthen its position as photonics becomes more central to AI cluster design.

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Serenity
Serenity@aleabitoreddit·
Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count 3. $TSM - backbone of semis/ai 4. $COHR - They do everything vertically integrated + captures optical cycle 5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now. 6. $DRAM - memory exposure for samsung/sk hynix 7. $AVGO - hyperscalers dont like nvidia gpu tax 8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time 9. $ARM - AGI CPUs scale revenue quite a bit over the next decade 10. $TSEM - you're going to need a foundry for light based stuff 11. $IBIT - bitcoin, we all know by now 12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google. 13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it. 14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america 15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild. 16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act) 17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon. 18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well. 19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important 20. $FN - Someone needs to assemble optical stuff 21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight? 22. $MP - American rare earths program is extremely important, similar to $INTC national security risks 23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long 24. $SMTC - LRO/LPO transition 25. $POWL - US alternative to hammond for switchgear DC type bottleneck 26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors. 27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains 28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity. 29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine. 30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE Just throwing out other thoughts aside from $AAOI and $AEHR.
N@NabQ321

@aleabitoreddit Hey Serenity, If you already have a position in $AAOI, and a small bag of $AEHR, what 2-3 other stock would you look to add now/next few weeks to hold for 1+ years? (Excluding $SIVE and the small Asian stocks as not available for me) thanks for all you share!

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Base中文台
Base中文台@basezh·
Base Batch 003 正式公布:12 支 AI、DeFi、预测市场团队入选,冲刺 5 月旧金山 Demo Day @base 正式公布 Base Batches 003 最新加速器名单。 本期从 1,175 支申请团队中筛选出 12 个项目,赛道高度集中在 AI Agent、x402 支付、DeFi、预测市场与新型链上金融基础设施。 本届 Batch 003 为期 7 周(4/6–5/19),将以高密度导师辅导、融资支持及产品打磨为核心,并在 5 月 19 日旧金山 Demo Day 面向投资人集中展示,不少团队有望直接对接 Base Ecosystem Fund 融资。 从项目方向来看,Base 正明显加速押注 Agentic Payments、链上信用、隐私交易、AI Native Banking,也与 Base 2026 年围绕交易、支付以及推动链上经济增长的生态战略一致。 🟦项目速览 1. @BlockRunAI 赛道:Agentic、x402 为 AI Agents 提供模型、工具和数据调用路由,并通过 x402 实现按请求付费。 链接:blockrun.ai 2. (Stealth) 赛道:预测市场 聚焦预测市场的新型杠杆机制,探索更高资本效率的交易原语。 3. @0x4Mica 赛道:x402 为 AI Agent 高频微支付提供可抵押、批量结算基础设施。 链接:4mica.xyz 4. @opal_dex 赛道:DeFi、隐私 隐私 DEX 与密封撮合引擎,降低抢跑和订单泄露风险。 链接:opaldex.com 5. @TradeOnsight 赛道:预测市场、消费 社交 / 聊天原生预测市场,将讨论与下注体验整合在一起。 6. @credifi 赛道:DeFi 基于 zkTLS 和信用评分实现链上无抵押借贷。 链接:credi.fi 7. @tomorrowloans 赛道:DeFi 基于可验证 Google AdSense 收入,为创作者提供稳定币贷款。 链接:tomorrow.loans 8. @AgentlyHQ 赛道:Agentic、支付、消费 AI Agent 协调与交易路由层,让多个 Agents 可协同执行任务和支付。 链接:use-agently.com 9. @nivo_finance 赛道:DeFi 链上外汇对冲和远期锁汇协议,服务跨境企业与中小商户。 链接:nivo.finance 10. @jpegapp 赛道:消费 围绕图片内容打造观点市场,最高下注结果获胜。 链接:jpeg.fun 11. @FloeLabs 赛道:DeFi、Agents、x402 为 AI Agents 和机构账户提供授信与信用基础设施。 链接:floelabs.xyz 12. @liminalcash 赛道:Neobank AI 原生自托管数字银行,融合钱包、支付和财务管理。 链接:becomeliminal.com
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Base@base

x.com/i/article/2041…

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卖鱼的老莫🐟🐠🎣8964
让我翻开我的记事本: 3月3日:“我们赢得了战争。” 3月7日:“我们击败了伊朗。” 3月9日:“我们必须攻击伊朗。”“战争几乎完全结束了,而且结束得非常漂亮。” 3月12日:“我们赢了,但我们还没有完全赢。” 3月13日:“我们赢得了战争。” 3月14日:“请帮帮我们。” 3月15日:“如果你不帮助我们,我一定会记住的。” 3月16日:“实际上,我们根本不需要任何帮助。”“我只是在试探谁在听我说话。”“如果北约不帮忙,他们会遭受非常严重的后果。” 3月17日:“我们既不需要也不想要北约的帮助。”“我不需要国会批准就可以退出北约。” 3月18日:“我们的盟友必须合作重新开放霍尔木兹海峡。” 3月19日:“美国盟友需要振作起来——加大力度帮助打通霍尔木兹海峡” 3月20日:“北约是懦夫。” 3月21日:“我们不使用它,我们不需要打开它。” 3月22日:“这是最后一次。我给伊朗48小时。”“伊朗已死。” 3月23日:“我们给他们更多时间。” 3月24日:“战争即将结束。” 3月25日:“我们仍在谈判。” 3月26日:“伊朗正在乞求和平。他们给了我们一份礼物。我们将给他们更多时间。” 3月27日:“与伊朗的谈判进展非常顺利” 3月28日:“战争很快就会结束” 3月29日:“也许我们会拿下哈尔格岛,也许不会。” 3月30日:“要么开放海峡,要么我们将摧毁所有能源基础设施和油井” 3月31日:“我们不需要海峡,我们石油充足。英国自己去开采吧。”
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Roy
Roy@SSJCurrency·
If buying HYPE right now might seem a bit out of reach, why not get involved into a beta play on HyperEVM that earns you 70-80% per annum in HYPE The trade is simple > Buy $NEST on @NestExchange > Lock it for veNEST > Vote weekly at an average 70-80% veAPR > Grab rewards and exchange them to kHYPE for an addition 2-3% per annum NEST is trading at a real market cap of 190k while producing 20k+ in weekly rewards At this pace, EPOCH 10 trading fees will be the highest we've seen since EPOCH 4
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绝世大冤种
绝世大冤种@Justin4fun233·
最近发生了很多事情,准确来说,我以后可能不会找🚪姐了。我发现我自己的经济能力掌控不了🚪姐,给别人开价1k+的聊天月费+2k的见面费+食宿全包+辅导英文,被质疑歧视。问题不在于人家,在于我的贫困。这些钱我投进股票大概率可以给我带来正向收益。正经谈恋爱结婚吧,家里强迫我结婚了。
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菜菜不菜
菜菜不菜@btc_cai·
人们常常以缘分深厚,作为亲近的借口 而以无缘,作为了却情意的假词而已 或许有一天真到了无路可去 无法可解的地步 我也会说 缘分已尽了吧 至于缘分,我总觉得事在人为 聚散离合,都不必拿缘分二字做托词
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湖南搭子
湖南搭子@AveryArche54920·
湖南在读女大,少女萝莉类型,蹲个会爆的哥哥
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Ed by Edgen
Ed by Edgen@ask_edgen·
[Unlocking Market Intelligence with $AERO] @AerodromeFi built where on-chain capital moves. Edgen built what makes it smarter. In this limited-time offer, we're letting ALL $AERO & $veAERO holders unlock FREE access to Edgen Expert, the personal market AI 🧵
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Lennart 🎢🟦
Lennart 🎢🟦@Lennart_up·
Honored to have surpassed 9,000 followers here on X. As an onchain builder, it’s incredibly important to be transparent and communicative. Builder-led marketing is the most effective way to grow a community, and without a community, your product is ngmi. If you’re not the biggest bull for your product, who is?
If you’re not talking about your product, who should?
If you’re not explaining your product, who can? At @useBackroom, we never paid people to post. it is an incredibly wasteful marketing approach. Just commit 30–60 minutes per day to X, which anyone can, and you’ll achieve more than you ever could with a six-figure marketing budget + you’ll get real feedback to improve your product. I’ll remain the biggest $ROOM bull because I’m incredibly bullish on our team, our project, our vision and our community. Love being in the arena. Come join as we MOON that ROOM.
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