主力ㄉ狗
654 posts
At
@StandX_Official
, simply holding DUSD earns you a 9.10% yield thanks to SIP-3. If you take on a little risk and hold a position, you’ll get an additional boost from SIP-2. This is the true essence of triple yield.
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FOCI (3363) is one of the most undervalued CPO players in the entire market right now at ~$3B.
Their BOM is massive relative to MC and they're expected to capture a dominant market share for $NVDA / $TSM.
You only start to see this show up 2027 / 2028, even though we're entering H2 2026 now (which is what I mean by frontrunning CPO supercycle).
Serenity@aleabitoreddit
FOCI (3363) is looks extremely compelling around now at ~$3.35B MC for CPO exposure. 1. $TSM COUPE advanced packaging director hinted that FAU supplies by FOCI be a pretty big bottleneck for mass production. 2. Leading supplier for $NVDA and $TSM expected with up to 50% market share from Morgan Stanley note. 3. $HIMX signaled record demand and that Foci should scale up capacity (meaning high medium term demand visibility) 4. FAU and optical components make a large % of CPO related BOM from Goldman Sachs research note. 5. Overarching CPO tam basically goes from near 0 to $91B in the next two years from the GS note. I’m very confident about this theme directionally over time (NFA), despite any recent market volatility. Risks include getting designed out for later generations. But over the next 1-2 years, I think it has high potential to be re-rated compared to other names but might need to be actively monitored. Just throwing out ideas over long positions I hold, for more purer play CPO exposure.
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場內沒流動性，別急著怪別人。
有很大一部分，其實是被大家捐沒了。
gg 就捐了十幾 M，
bags 前前後後加起來也差不多十幾 M，
再加上一堆零零散散的幾 M。
這些錢，本來都可以留在場內做正向循環、
撐住敘事、放大行情。
現在好了，都到web2去了。
市場已經不是我認識的樣子了，
或許是我脫節太久被市場淘汰了。
中文
打造更好的产品，把更多价值返还给用户。 Base Yield + Enhanced Yield (SIP3) + Position Yield = The StandX Standard 传统稳定币只会躺着peg $1，而DUSD让你的资本24/7工作：被动赚、分享协议费、交易时也不停收益！资本效率拉满，无需staking，自动分发。 #StandX #TripleYield
@StandX_Official
中文
謝謝幣圈，讓我在四年前台股輸了一屁股後帶著6000u進圈後資產翻了100倍以上。
也謝謝 $ASTEROID 讓我看到了幣圈壞逼們的貪婪醜陋的面孔。這些不要臉的傢伙們是在殺雞取卵、涸澤而漁！尤其是喊OG ASTEROID的畜生們。
留了十萬U在圈內玩玩其他的轉去股票了，有緣再見！
Sternocleidomastoid.eth@johnhu432
如果這把輸了我應該就留一點在圈內其他全丟股票了。 有人10/11就看清幣圈了，雖然我晚了半年但應該也不算太晚。
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香港 區塊鏈大會
遇到直銷聯盟推廣空氣幣「一定讓你財富自由」
這圈子從高高在上 如今會被鄙視 不無原因
中文
tandx又要推出新功能啦 My best guess for SIP-3: SIP-1 : better execution SIP-2 : yield on positions SIP-3 : one-click access to trader-led strategies SIP-1 管执行，SIP-2 管收益，SIP-3我猜是会加入优秀交易者一键跟单功能？
@jimmyitsopen
中文
Does anyone still believe @justinsuntron ?
Justin’s favorite move is playing the victim while making baseless allegations to cover up his own misconduct.
Same playbook, different target. WLFI isn't the first.
We have the contracts. We have the evidence. We have the truth.
See you in court pal.
English
Every TradFi perp on @Aster_DEX will settle in USD1.
→ Not alongside USDT. Exclusively.
→ Gold. Silver. Crude oil. More markets coming.
→ Both sides exploring integration across their respective tokens. 👀
Aster 🥷@Aster_DEX
@Aster_DEX x @worldlibertyfi 🦅 Aster and WLFI are working together to support closer ecosystem alignment, with both sides exploring integration across their respective tokens. USD1 is becoming the base layer for RWAs on Aster. Commodities and other RWA markets are moving onchain, with USD1-denominated markets accessible in one place. The first markets rolling out include $CLUSD1, $XAUUSD1, $XAGUSD1, and $BZUSD1, with additional markets potentially to follow. These markets launch with lower fees*, making access to RWAs more efficient from day one. Additional participant programs may be introduced, with details to be shared later. Aster and @worldlibertyfi are aligning to bring RWAs onchain at scale. *Note: The fee structure for USD1 pairs on Aster is 1bps for takers and -0.5bps for makers, and may be adjusted over time.
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這可能是最混亂的時代了。
1973 + 2008 + 2020 = 2026
1973 的能源危機
2008 的高槓桿脆弱近期開始浮現
2020 QE 後的流動性幻覺還沒完全消退
三個時代疊加在一起
美聯儲處在一個
不能升息
也不能降息的狀態
中文
主力ㄉ狗 retweetledi
卧槽，这应该是我见过最长的视频教程（长达2小时）
Moon 使用Claude AI构建Polymarket交易机器人的完整录屏，焦点是5分钟预测市场策略。
Moon Dev@MoonDevOnYT
Claude + Polymarket = Free Money? (Full Bot Tutorial)
中文
Different rooms and continents. One topic keeps coming up 👉 Agentic Payments.
Agents can think in milliseconds. But the moment they need to move money, they hit a wall - a system built for humans. Slow. Closed.
USD1 is on the other side of it. Always on. No human required. ☝️
Zak Folkman@zakfolkman
The most exciting thing about agentic payments isn’t just the technology. It’s that the market size is literally unknowable right now. AI agents transacting autonomously will create use cases we haven’t imagined yet. We’re building USD1 infrastructure for it today. That’s the bet. 🦅 ☝️
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最近大家都在说接Ju.com广告的KOL，我想现在大部分的人没有一个不知道这个交易所了吧？😎
前几天我拒绝了几次关于Ju.com 的广告邀约，但这2天我想了一下，决定接这个广告，因为我要把广告费拿出来抽奖，让大家一起来薅Ju.com 的羊毛😆不吃亏，如果抽奖送钱还被骂我也没办法了😓
来来来…薅羊毛喽，抽个1000 U，五个人瓜分，每人200 U
1. 关注我和 @Jucom_ZH
2. 转发加爱心
3. 底下留币安UID
#两天开奖
既然广告费拿来抽奖，文案还是要发一下的😆，大家DYOR😬
Ju.com 第7期 8 折打新 BTC 火热收官，第 8 期 ETH 2 月 27 日 16:00 开抢！打新价格：1,664 USDT。
本期参与人数达12,000人，参与活动资金约1亿2千万美元，整体超募近1,400%，5个认购池超募超1,000%，其中 USDT 池超募近1,800%，所有数据均创活动以来新高！认购资产结算后无锁仓，到账即现货，可直接卖出或提现。
第 8 期 ETH 专场将回归，于 2 月 27 日 16:00 正式上线，用户可通过USDT/BTC/ETH/SOL/BNB/JU以 8 折价格参与认购，1,664 USDT抢购ETH，参与无门槛。
8折打新ETH，全网独一份：
ju.com/zh-CN/launchpad
#BTC #ETH #打新 #Jucom #Launchpad #比特币 #以太坊
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@worldlibertyfi so 80% of the locked tokens will automatically go into staking?
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A new governance proposal is now live on the WLFI forum.
The community is being asked to vote on enabling Staking for $WLFI token holders to incentivize participation in governance— one of the most significant steps forward in the evolution of $WLFI.
Read the proposal. Make your voice heard.
governance.worldlibertyfinancial.com/t/proposal-wlf…
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