Samy君
494 posts


@zhangheci @dw_chinese 政府之所以要干预,是为了顺应民意;
绝大多数网民都反感这个小白脸。
这再一次印证了我的观点:民众才是自由的最大的敌人。
中文

【“粉底液将军”引争论 中国国家广电总局:杜绝颜值崇拜】
中国电视剧《逐玉》近期因男主角张凌赫饰演的武将谢征,长时间以白皙精致妆容与华美服装示人,被网友戏称为“粉底液将军”,甚至揶揄其“6点打仗、4点起来化妆”,不只在社群平台上引发讨论,中国官方也表态将“整治”。
中国国家广电总局电视剧司周四(3日)在“电视剧健康审美座谈会”中明确要求,影视作品应杜绝“颜值崇拜”与“妆容过度”等畸形审美,强调“演什么要像什么”,妆造应服务于人物塑造与叙事,而非依赖明星流量,并倡导展现具有文化内涵的“中国气派”。
此前,中国官媒“浙江宣传”3月27日发文批评此类创作是“价值观向颜值观让步”,恐误导青少年对历史的认知,亦可能影响海外观众对中华文化的理解。同日,中国人民解放军官方微博帐号“钧正平”亦指出,古装剧中“涂脂抹粉的将军,难以承载塑造阳刚气质的社会责任”,认为刻意柔化的形象与现实军人精神相去甚远。
不过,相关批评亦引发反弹。有网友认为,原本针对妆造的网路调侃被上纲至“阳刚精神消解”,论述过于偏激,甚至质疑官方介入形成“审美独裁”。

中文

@DfinityToday A proposal should be issued to restrict the sale of tokens by all wallets affiliated with the foundation, and the foundation should not be allowed to participate in the voting on this proposal.
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$ICP New #Mission70 Proposal is Live. Here are the 3 core pillars:
1️⃣ Demand Acceleration🔥
• "Cloud Engines" running natively over AWS and Google data centers (utilizing a 100% deflationary model).
• Millions of autonomous AI agents actively paying for on-chain compute.
• Increased storage pricing to drive cycle burns.
2️⃣ The Supply Squeeze✂️
• Max staking dissolve delay slashed from 8 years down to 2 years.
• Overall voting rewards dropping by ~40%.
• Legacy Gen-1 node rewards slashed by 80%.
• The "8-Year Gang" gets a hardcoded 10% reward boost through 2030. 🧠♾️
3️⃣ Market Protection 🛡️
• A new dynamic dissolution queue (similar to Ethereum's validator queue) automatically staggers token unlocks to prevent massive liquid supply dumps on the open market.
Internet Computer Today@DfinityToday
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@dominic_w Did you predict eight years ago that the price of ICP would reach an astonishing $2 eight years later? Haha.
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March 21 2017 — 8 years ago — I predicted that some voting neurons in the Network Nervous System (NNS) that orchestrates, configures & updates the Internet Computer, with full autonomy, will be controlled by AI, not humans.
Expecting this to happen soon.
medium.com/dfinity/future…
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中东一炸,资本大迁徙开始了
迪拜机场被炸,表面是无人机撞油罐。
实际是资本用脚投票的信号弹。
三件事连起来看:
1. 迪拜楼市一夜入冬,有钱人想走走不了
2. 油价破 100 刀,美国成最大赢家(人家是净出口国)
3. 香港新加坡豪宅被扫货,亚洲资本在找新港湾
大胆猜想:
这轮中东乱局,最大受益者是谁?
不是以色列,不是伊朗。
是美国。
油价涨到 100,美国页岩油笑醒。
中东资本外逃,美元回流接盘。
欧洲日韩汇率崩,资金乖乖回美债。
更狠的猜想:
如果中东彻底乱下去:
• BTC 突破 80K(资金转移需求)
• 香港新加坡房价再涨一波
• 新加坡家族办公室数量翻倍
最讽刺的是什么?
迪拜号称"中东全球金融新的中心",结果无人机一来,资本都化身博尔特。
那钱去哪?
答案可能在亚洲。
你觉得呢?这轮大洗牌,谁赢谁输?
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空头都认定2026年是4年一轮的熊市,也判定59800绝不是大底,换句话说,就是3、4月反弹之后可能变盘开始走新的一段下跌浪。我就针对后面会不会走新的下跌浪,说重点。这是昨天下午在群里发的:
现在日线走到的位置相当于前段时间的1这个位置(如图),第1段日线macd爬零轴失败跌下来后又突破了94000往上去摸到了97932,第2段日线爬零轴,97932止跌信号出来第三天开始主跌浪加速跌到了59800。
后面btc的83000附近就相当于上一段反弹浪的97932这个位置,这里上不去掉下来就可能走主跌浪。多头如果冲到这里,要开始谨慎。所以也可以换言之,这个位置决定今年后面整个大方向,是一个重大的转折点。上周我也发帖讲了,空头大趋势的初步反转需要站稳83300,确认反转需要站稳86800,这样就可以一鼓作气去冲10w关口。光突破没用,需要有效突破。

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@ziyqaq @jesus14god btc几乎没有散户购买了,如果部分通过交易所购买,价格完全可以上几个档次,甚至可以靠一己之力改变四年周期,主要是太贪婪了,买盘这么大一点都不想让市场分走一点点红利。
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不出意料,微策略 @Strategy 再次加仓,
出乎意料的是,本次加仓Saylor @saylor 花了 $12.8 亿,买了 17,994 颗 BTC,均价 $70,946。
他是怎么做到,每次买入立刻被套呢?
亦或是,高点,就是他买出来的?
Strategy 现在累计持有 738,731 BTC,占全球流通量的 3.52%,均价$75,863,看来要成为近期的强阻力位了。
真难啊,最大的多头,要成为未来最大的阻力了?

Michael Saylor@saylor
Strategy has acquired 17,994 BTC for ~$1.28 billion at ~$70,946 per bitcoin. As of 3/8/2026, we hodl 738,731 $BTC acquired for ~$56.04 billion at ~$75,862 per bitcoin. $MSTR $STRC strategy.com/press/strategy…
中文

加密行业可能走到了一个最重要拐点
如果这一轮周期仍然无法完成产业升级,
那么未来的市场结构会很简单:
比特币继续创新高
其余的大面积死亡
最近越来越多信号都在指向同一件事
X的产品负责人 @nikitabier 说加密CT的衰落是咎由自取
真正有价值的东西几乎为零
后来又开始系统性打压加密相关账号
Peter @steipete 公开表示:
“别把时间浪费在加密上。”
甚至在 OpenClaw 的官方 Discord 里,
已经完全禁止讨论加密货币。
有人只是提到一次比特币区块高度,直接被封号。
这不是一个孤立事件。
越来越多技术社区表达了加密行业的真实印象:
爱蹭热点、诈骗横行、言之无物
想象一下,你刚搞了个AI Agent
结果收到几千条私信
“求求你发个币吧”
任何热点一出来,就被瞬间做成meme,迅速暴拉,再迅速归零
因为币圈现在真没得玩了, $BTC 通过了ETF,成为美国战略储备资产
稳定币市场越来越大,但新的加密生态几乎没有出现
撸毛、链游、NFT、DeFi……全成了昨日黄花
铭文、 $Trump 也只是短暂的一波流
这个四年周期,几乎没有沉淀下真正值得学习的技术和商业模式
资金留不住,没有新故事,也没有突破性的创新
曾经我们相信 Web3 会打开一个新的世界,相信加密技术可以改变很多事情
那些积极参与OpenClaw活动、满腔热情的年轻人,本来也是加密的一员
但现在,一切都变得有些苦涩
当一个行业长期没有新的玩法,也无法吸引社会资金和开发者的注意力时
不止是走向消沉
持续的PVP内卷
只会让外界对整个行业的评价越来越低
这会是一种恶性循环


中文

所有人都以为FTX崩盘是山寨币史上最惨的时刻,但是现在的数据又在创造历史了。
CryptoQuant最新数据:目前38%的山寨正在历史低点附近交易,比FTX暴雷之后还要糟糕。
但更恐怖的不是这个数字,是买家消失了。
过去13个月,山寨在CEX现货市场累计净卖出达2090亿。
2025年1月,买卖还基本平衡;此后一路单边下滑,没有任何反转迹象,「这不是回调,买家已经消失了。」
CryptoQuant的Bull Score指数跌到零,历史最低。
现在是熊市,BTC从去年10月的$126K腰斩到现在的$65K附近,山寨更惨,大多数已跌超80%。
资金主要去了两个方向,BTC和稳定币。
没有机构再像以前一样悄悄抄底山寨,没有聪明钱在布局,散户出逃之后,留下的是一地鸡毛。
所以以后还会有山寨币的买家嘛🤔

中文

这种局面十分罕见,历史上每个周期只会出现一次
2015 年和 2018 年,比特币在交叉点触发后大约一个月就触底反弹
接下来的行情,大的无法想象……

🌞Sunny哥@BTC__Sunny
一张图告诉你,后续的行情走势 比特币连续下跌5个月 热度,情绪,流动性,都跌落谷底 无人问津时,适合形容当下 记得上一次持续下跌5个月后 比特币却出现连续上涨6个月 恐惧与机会是并存的 在美元持续贬值后,比特币会继续攀升 今天黄金碾压美元,登顶全球第一大储备资产
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@dominic_w @SnassyIcp The winner takes all, the loser loses everything.
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Hey appreciate the thoughtful post, but need to clarify some points here.
Firstly, regarding ICP's dev community. Those using Caffeine — currently hundreds of thousands a month, and rising — are building apps too. People vibe coding, and people using self-writing, are all devs. This is a new paradigm.
In fact, scroll forward a year, and I doubt much code will be being written by humans outside specialized fields. Yesterday, I saw a very convincing Slack clone created for ICP using Claude Code (Rust backend, React frontend) by a semi-technical person without programming skills. It was only a few days work.
So we have to think about ICP as being a platform for agents too going forward. Furthermore, while some of those agents will be inside Claude Code or Caffeine, say, others will be independent agents working directly for users, such as OpenClaw instances.
If we keep on trucking, there will be millions of people building on ICP in a year thanks to AI. Building on ICP will give them a number of advantages I've covered elsewhere.
Secondly, onchain cloud compute costs should remain viable despite the increases, but it's important to realize that the NNS makes the Internet Computer adaptive, and should this prove not true, then it can make further adjustments iteratively.
Getting down to the current proposal to increase the cost of subnet memory from ~$5/GB a year to $12.5/GB a year...
(@SnassyIcp forgive me sometimes stating things you already know for the benefit of others following!)
That's for memory on a 13X subnet (i.e. a sub-blockchain with 13 nodes from different providers, in different data centers, in different geographies, etc, which is orchestrated and configured by the 50X NNS subnet, which hosts software that seamlessly integrates with software on every other subnet, etc etc)
Certainly, $12.5/GB is more expensive than Amazon Web Service's S3 storage at $0.28/GB per year BUT — comparing a "blob storage" service designed to remotely store static data likes files, with dynamic memory that app logic can directly read/write it at will, doesn't make sense.
Apps need to store the dynamic data — user accounts, details of objects like products, indexes, etc — in memory. Blob storage doesn't work for that.
If you build an e-commerce service on ICP, the details of your products, the organization of those products (e.g. categorization), user accounts, sales records, etc etc will all live in memory. You would only be able to put things like photos and videos of products into blob storage like S3, or the forthcoming ICP Blob Storage.
Unless the e-commerce service is Amazon, even if it is a pretty huge service, it will only need a few hundred MBs of memory to maintain that data. In practice, it will pay $10 or something a year — this is totally insignificant for most e-commerce scenarios.
Of course, in the above, I'm assuming that product videos and photos are stored on S3 or ICP Blob Storage.
Now, it's important to recognize, that hosting an app like an e-commerce service on ICP provides enormous benefits, and delivers enormous cost savings.
For example, your app is tamperproof, and doesn't need a traditional cybersecurity setup (and team) to protect it. Cost always has to be considered within the context of the benefits delivered.
In order to thrive, the Internet Computer has to target mass-market mainstream use cases (which is why with DFINITY 2.0 and Internet Computer 2.0 you can see things like cloud engines coming, in parallel to initiatives like Caffeine).
We have been making tremendous headway. In fact, we are the only blockchain that supports large numbers of users who don't care they are using a blockchain, and mostly don't even know. They are doing it because it's useful to build on the Internet Computer, not because there is some sucky speculative token incentive involved — it's the first major innovation in our industry since tokens (Bitcoin) and DeFi (Ethereum).
So hopefully, given the wider perspective, I hope this increase proves really insignificant for those building on ICP, while helping drive the tokenomics by taking us towards a more deflationary future.
Nb. on a separate note, for those that have followed this far, you should know that memory on other blockchains is tens of thousands of times more expensive that on ICP. Yes, you read that right!
They often make the ridiculous claim that you can still build apps on them because you can keep the app data on IPFS, or on something like Walrus (similar to ICP Blob Storage).
Their Pinocchio noses are growing in double time when they tell you this. Blob data on IPFS or Walrus cannot be dynamically processed by onchain app logic, because, in contrast to memory, it is stored remotely.
It's baseless that blob storage can support the creation of something like an onchain e-commerce service, where the app needs to enable the vendor to add/remove products dynamically, and record customer sales, and so on. For that you need memory.
Hope all this makes sense.
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I have been developing on ICP since genesis. Cycle costs have been a concern since day one.
When you develop on web2, you try to move as much as possible to the server. This is because it is safer, you have more control, plus you can allocate processing power to ensure things are fast even for users with slow computers.
On ICP, you move as much as you can to the client, getting the browser to do the work whenever possible. The feasibility of most app ideas hinge on if you can come up with some clever tricks to offload most of the app's processing to the browser.
As an example, the reason @swaprunner was at all feasible to build is that the whole thing runs in the browser! That is, the ICPSwap and Kong code that we call runs in their backends of course, but the swaprunner page calls those backends directly from the browser, not costing swaprunner a cent in cycles!
Swaprunner is, I think, one of the more popular apps on ICP, and yet it would not be able to sustain itself with the high user loads but infamously low liquidity/volumes traded on ICP if it had to do any interesting work for users in its own backend.
As it is, the swaprunner backend keeps track of the registered tokens in user wallets and some trading aggregated trading stats, and that is already enough that it is strictly speaking unsustainable, and with a 2.5x gas cost increase, definitely so. Ads, you might think? Have you seen ads on ICP apps? There are reasons why you haven't (that this post is already too long to get into, but they exist).
When I wrote my first ICRC1 token indexer, SneedScan (OGs will remember), it was very different from all other indexers I have ever seen or written on other platforms, in one prominent respect: it had no timer that kept the indexer running to ensure it was up to date. The obvious choice (you wouldn't even reflect over it on other platforms) would have been prohibitively expensive on ICP.
So, instead, the indexer was demand driven - every time someone visited the frontend website, the browser would send a little nudge to the indexer to catch up and index any new transactions. A most ridiculous solution anywhere else, a most ingenious solution on ICP.
Every app I have written on ICP has been like this. Sneed Hub is very full of clever tricks - perhaps you would be amazed to learn that to show you all the members of an SNS DAO, we download *all* the neurons from the SNS into the user's browser and makes the browser index them! The SNS canisters don't even have an index over the SNS members, it would be too costly to maintain.
And it's not like it is just me. All devs I know that have survived on ICP work like this, furiously counting every cycle and trying to cut costs in ever more innovative ways. When I worked with Tirex on TACO DAO, I was thoroughly impressed by someone who counted their cycles even harder than I, and it shows in the performance - all of TACO DAOs dapp canisters together use up fewer cycles than their SNS indexer canister alone (Dfinity supposedly does not have the same incentive to write efficient canister code for the SNSes, since it is not their cycles being burned).
And it is not like Dfinity doesn't know this. Despite the outlandishly terrible performance of the SNS indexers, Dfinity has cut corners everywhere to deal with the expensive cycle costs.
Did you know for example (and this comes as a big surprise to many) that Dfinity's DAOs, both the NNS and the SNSes, that we all make a big deal about how the votes go on the blockchain...actually throw away all your votes after a little while to save money. No permanent voting record on the blockchain, for any of the DAOs. Too expensive.
Why is the Dfinity forum not on-chain? Why not the Internet Computer dashboard? Take a wild guess. Too expensive. Why doesn't Caffeine run on-chain?
When not even Dfinity deploys on ICP because it is too expensive, and the only ones who do are those who spend years learning every trick in the book to make it affordable, then the proposal to raise cycle costs by several hundred percent comes as very little short of a slap in the face to us devs who actually care about deploying on this chain. The attitude of investors who have never even tried to ship an economically viable product on ICP but understandably listen to Dfinity on this and now are there to tell devs that doubling or tripling or 5x-ing the costs (or whatever Dfinity has landed on this Tuesday) will be fine, and that greedy devs (pretty unanimously deep in the red) have practically been stealing these cheap cycles from their pockets, is also not comforting.
It is time for ICP investors to understand the truth about their investment. No, it is not cheaper than AWS. Yes, it is amazing, alien tech, but that won't matter if it is not affordable. There are no users, no liquidity, and there is an architectural issue with serving ads. There is, simply put, no money here, and very soon there will also be no builders left if you continue down the track of making the platform even less attractive.
The platform is amazing, but before it has been very thoroughly battle tested, it is a tech bet, not a business. Until then, don't expect revenue, what you can hope for is attracting enough highly competent tech enthusiasts, perhaps even some of them scouts for bigger business evaluating new tech (I invite you to seriously consider this aspect), and let them cook. That is the only, I repeat only, way to prove your platform - your investment - to the world.
Without devs on an application platform, you truly have nothing. And you're about to drive the remaining devs away.
Vote no on mission 70 before it is too late.
nns.ic0.app/proposal/?u=qo…
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@dominic_w A proposal should be issued to prohibit Difinity and its affiliates from selling tokens and to fully disclose all their token addresses. The current garbage price of ICPs is entirely due to their dumping.
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All, we're kicking off #Mission70
Imminently, DFINITY will post an NNS proposal to increase onchain (replicated subnet) memory costs by a measured amount.
This will immediately increase network revenues and deflationary pressure if the proposal is adopted.
We are talking to stakeholders throughout the community while finessing additional #Mission70 proposals.
We plan to hold an X Space as soon as we are ready, probably early next week.
Looking forward to the Network Nervous System doing its work, and guiding ICP / the Internet Computer on its journey towards an exciting future.
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@dominic_w You should spend the rest of your life in prison, you liar.
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Years of systemic manipulation of web3 markets made them dumb and dumber. Now vaporware usually does better than real tech, and Web3 investors are so punch drunk they can't tell the difference between real tech and a narrative, and influencer noise and actual adoption. Ahem.
Kevin Malone@Malone_Wealth
It's so incredible how every crypto holder of different assets, ALLLLLLL decided to sell their coins at the same time. So glad Wall St. adopted the crypto narrative.
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@chenxianjun89 @crypticwombat86 @Lovrincrypto you keep your shit I'll keep ICP and as soon as it gets to 1.75 I'll have 10,000 the more it goes down the happier I am.
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Nobody wants to talk about the real problem.
I had the CEO of $ICP slide into my DMs accusing me of paid FUD just because I posted their shitty -99.5 percent chart.
The CEO In my DMs Defending a product that generates zero revenue.
Everyone's busy pointing fingers at KOLs while devs are literally paying themselves salaries by dumping tokens on retail investors.
You want to know why projects bleed? It's not because someone with a blue checkmark tweeted about it. It's because there's no actual product. No revenue. Just a token and a dream that someone else will buy your bags.
Here's the thing that drives me crazy: we've normalized founders getting rich off token unlocks while the community holds worthless coins. We call it innovation. We call it disruption.
It's just a salary with extra steps.
Build something that makes money. Generate actual revenue. Create value beyond "number go up." Then maybe your token won't need an army of influencers to pump it every other week.
Wild concept, I know.

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@Zforever97 @Lovrincrypto The reason this company has over 200 technical staff is because they continuously sell huge amounts of ICP tokens to feed this group of bloodsuckers.
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@Lovrincrypto Go and study “retard” gotta be a sad life for a grown ass man to call himself a retard and expect that to be “funny?” You need attention?
Icp is full of engineers in the investor and community side, retards come later, first are smart ones
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@Sdergio1967 @crypticwombat86 @Lovrincrypto All tokens are garbage, and ICP is even garbager than that; it's a huge garbage dump.
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@crypticwombat86 @Lovrincrypto You keep your shitty coins and don't think about us being on ICP, none of us cares about the price at all, ICP will go to $10 before your brain can connect with reality. You just pity us.
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