土澳大狮兄BroLeon | Crypto | AI | Stocks

這麼多狗皮膏藥什麼意思 @nikitabier 哥們管管 不過自從推特改完演算法之後能刷到很多朋友能給嘉獎

最近都是原生家庭在补血🩸 比如今天 $Kaito 又快涨回1块，我之前说面基过的团队里 @Punk9277 让我觉得挺有韧性，应该不会就这么被X干掉，所以二月底被Fud最凶的时候我抄了不少。 到今天拿了5个月的合约也总算看到回报了，现货还也都质押着顺便吃个年化降成本。 另一个小山寨 $Bank 也是拿了小半年，没忍住前几天拉盘时候出掉了大部分，不然能多赚十几万🥹🥹🥹。 还是在自己熟悉的地方胜率更高，还好市场已经在慢慢暖起来了，亏出去的学费也不会白交。 未来这段时间估计会有更多山寨开始蠢蠢欲动的，let's see.

I'd rather get lynched than transact on @base ever again. I've seen enough. pfp'ing the coin, getting 10k+ people to bridge back and rally behind it, having the entire Base team hype it up and send it to 37m, only to completely abandon it the next day has to be the most despicable piece of fuckery I've seen all year. we don't hate these people enough.

lots of conversations about base over the last week. wanted to share my candid take after a week of listening and a lot of reflection over the last 6 months. first off - in case it’s not obvious, the first quarter of 2026 was a punch in the face. I spent 2024 and 2025 making a two pronged bet to bring base to the world: (1) builders would unlock the next wave of crypto adoption; (2) adoption would be driven by new onchain-native social experiences - creators, content, messaging. imo we made the right bet on builders, but obviously the wrong bet on social. builders did drive the next wave of crypto adoption - prediction markets, perpetuals, stablecoins - but social was not at the center of it. in fact, the entire social side of the market that many of us had been building towards - farcaster, zora, miniapps, and yes, creator coins - disintegrated completely. I was wrong - whether it was timing wrong (is $ansem a creator coin?) or fully wrong, only time will tell, but regardless, i was definitively wrong. the collateral damage was pretty bad! and this year has been an exercise in eating shit. we realized how our focus on social had meant that base had fallen behind in key areas that were now increasingly critical - we had perps (shoutout avantis!) and prediction markets (shoutout limitless!), but both were well behind scaled competitors. and we had a lot of room to improve in unlocking base as a platform for tokenization and payments that really worked for enterprises. people lost confidence, and CT spectators reminded me weekly of all of my mistakes as often as they could. it felt bad man, still feels bad. but if there’s one thing i’ve learned from the last decade of building in this space, it’s that when things feel the worst, the best thing to do is just put your head down and build. so that’s what i’m doing. I refocused my time and attention back to the chain away from the app, started writing code again, shipped a bunch of stuff (azul, beryl, b20, privacy, ledgers) and questioned a bunch of my assumptions: does crypto need social to grow? does base need an app? can base be bigger than coinbase? I thought for a long time that social was the only thing that could drive the sort of viral growth to get crypto to a billion people. unsurprisingly, I now believe that’s wrong. It’s clear that better money is more than enough - we are seeing this live with stablecoins, predictions, perpetuals, tokenization and i only expect it to accelerate. I am now focused on bringing a billion people onchain just by making global finance actually work. on the app, my focus is on building base into the blockchain for global finance. to that end, i’ve handed the base app back to the coinbase mothership, where my now good friend @cobie will be taking it from here to make it the best damn app for onchain you’ve ever seen, including expanding beyond the base ecosystem in ways that tbh i won’t love as the leader of base. it’s incredibly hard to grow a decentralized network inside of a big public corporation. and i feel like much of the discourse on CT over the last week is downstream of this. the following things can be true: (1) base (and i) love memes and (2) brian probably won’t ever bullpost memes on the tl (this activity is illegal once you’re over 40 years of age). it’s weird and we’re working through it as we continue to decentralize base, which has been our commitment from the beginning. we’re going to build base into the blockchain for global finance and do everything we can to be the place that the world’s money settles over the next century. we will surely have formidable competitors (welcome robinhood and stripe!) and people may abandon our cause, but we welcome the competition and believe it’s our duty to win the respect and commitment of those who rally to our banner.  in 2026, this concretely means three things: winning trading, payments, and agents. [continued in the reply]

另外一个值得关注的标的是 $HYPE ，原因是万众瞩目的长鑫存储即将开始A股打新，而老外是参与不了的。 但昨天半夜 @tradexyz 貌似建立了CXMT的交易页面，虽然还没有正式开交易。需要注意这不是 Hyperliquid 官方市场（Native Market）而是 HIP-3 Builder Market（trade.xyz）。 这件事说明 trade.xyz 已经开始尝试覆盖中国半导体资产，而之前市场普遍认为监管难度，价格发现等问题不会A股资产。 如果 CXMT 能跑起来，后面理论上还有机会看到： 寒武纪 海光信息 中际旭创（CPO） 新易盛 沪深300、科创50 等指数 当然，这只是技术上的可能性，并不代表一定会上线。真正能否持续交易，还要看 Oracle、流动性和市场需求是否足够。 长鑫是第一个 A 股概念的 Builder 市场，热度也足够高，如果真的上线它对 Hyperliquid 来说是一个非常积极的信号。 @HyperliquidX 增加了新的叙事窗口，多了一台印钞机， $HYPE 跟着涨一波也很合理。 我上车了。