虞原Butter

2026.4.5

2026.4.4

2026.4.3

@whyyoutouzhele 有时候全是降智的东西，看着是真恶心

4月2日，央视报道称，中东战事冲击供应链，导致台湾民众有钱也买不到塑料袋和垃圾袋。 评论区不少台湾人表示：“央视的新闻太超前了，我身为台湾人都不知道有这回事” “不会真的有人相信吧，听听就好了” “新闻有报道，但是现实生活中，没什么感觉” 还有大陆网友调侃：美国的水管爆裂了，日本人买不起鸡蛋了，台湾同胞买不到塑料袋了，他们的日子可真苦啊！

2026.4.2

2026.4.1

2026.3.31

2026.3.29

2026.3.28

@WhiteHouse 美帝的伟大，无须多言

@armaniferrante cs说话了🤣🤣

On FUD. FUD is an opportunity to either address misunderstandings or to identify mistakes and simply fix them. With every TGE, emotions run hot, as people focus on a single number, the token price, determining one’s feelings. It’s human nature, and because Backpack has such a large community around the world, spanning from advanced traders in Asia, to wallet users on every network, Mad Lad holders around the world, and everyone in between, the TGE is a time where people vocalize their views. I would like to address several different topics I’ve seen floating around over the past few days to set the record straight and offer my perspective. - OTC. I can’t believe I have to say this, no, we aren’t OTCing our own tokens to cash out. See the tokenomics. Fake news. End of story. What is true: buyers reached out to me and asked for OTC. I am happy to help buyers find more tokens. Unfortunately, due to the bad history of other crypto projects using OTC to cash out, folks assumed the worst when they saw me post about OTC in discord. - Mad Lads. All existing Mad Lad holders pre-TGE retain their Backpack VIP status. New holders do not. Some like this, some hate this. I understand both perspectives. My perspective is that Mad Lads has always been an evolution alongside Backpack. We went from the whitelist games inside Backpack => pre-reveal inside Backpack => reveal boss inside Backpack => xNFT inside Backpack => airdrops inside Backpack => VIP points inside Backpack => the BP token. Each one of these stages created a clear path for Mad Lads to get to the next stage, always focusing on long term holders over people that come and go. There are people that follow the path, and people that do not. There are people that evolve with us and people that do not. Our approach from the day Mad Lads was born has always been to focus people on the Backpack product. Naturally, new people came into Mad Lads with their own pre-conceived notion of what it was or what it should be. This creates tension. But we have always had a strong vision and we will always stick to it. The people that use the product always get to the next stage, where every stage answers a single question: how do we push Backpack forward. When designing token utility, it’s a question of economics, and it would be a disservice to BP to not align incentives around it. There’s an additional nuance worth pointing out: Backpack is different from basically every other product that dropped a mined token because we KYC users and are selective about the regions we open up. Those users have been out of the game, so to speak, not because I want to do that–nothing upsets me more than not being able to serve users in a particular region (what founder would want that?)--but it’s because we have chosen the path of building a crypto native financial institution. That path is long and hard. For these users, we have maintained the path to get to the next stage and have communicated that. When we open up regions, these regions will get their drops, and we will be running new campaigns to get more drops just by using the product, and that brings everyone up to speed with the same VIP benefits of the original pre-TGE seasons. For the long term holders, nothing has changed. The key issue is with respect to new NFT holders. Some people will hate this. Some will think it’s sound economics. I understand both perspectives. We are doing what we think is best. - Sybills. Our goal was to protect retail users competing for points against sophisticated players splitting accounts and giving themselves an unfair advantage over those that don’t. The mistake we made: our process was too black and white. From the team’s point of view, we had a line and we stuck to it. From the community’s point of view, the line is nuanced. We did not sufficiently take that into consideration. - Price/FDV. With every token comes the human nature to think about the price at all times. There are good ways to think about price and there are clearly illegal ways to think about price. Our position is simple, we are building over a long period of time, and we are not making short term decisions. 24h post-TGE FDV is not a meaningful metric. Even 1 week post-TGE FDV is not a meaningful metric. If you ask anyone that’s ever built anything, they’ll tell you the same. Many people will take issue with that statement, and that’s ok. Ultimately, you have to look at our incentives and decide for yourself. The fact of the matter is that the team and I are incentivized to make Backpack a success with arguably the most extreme tokenomics ever created. What happens if the token goes to zero and stays there? Our company fails, and we get nothing. Some people might rebut saying that we get rich from the company revenue. No. That is simply not how companies work. We don’t get rich from a bad token price. We are punished in the most extreme possible way. And we are rewarded in the most extreme way only if we achieve all of our hopes and dreams. The way it should be. This is by design. Beyond this post you won’t see me talk about price or FDV. You will see me talking about building and creating long term value. And it’s only by doing that, can BP become a success. Every project goes through trials and tribulations. This is certainly a moment for us. We are nothing without our community, and we will serve it in the best way we know how. I have complete conviction, I am all in, and the team is all in. Don’t trust us, look at the tokenomics to decide for yourself. Thank you for reading this. Thank you especially to those that have supported us this week. It means a lot. We will continue to review the above, particularly the cases around sybils, and get back to building.

2026.3.27

26.3.26

川普什么时候来中国

@0xfengxun 这玩意怎么跟抹茶碰瓷，当年抹茶可比这强得不是一点半点

@qkl2058 这个人不是场场都买价格低的一边么。。🤣🤣🤣

有个老哥光靠英雄联盟锦标赛，就在 Polymarket 上赚了 118 万美金，现在 First Stand 刚开打，他又开始布局新预测了。 这位交易员专攻电竞市场，一个月不到，利润直接破百万。 挑几个他封神的预测给你看看： T1 vs Dplus KIA（BO5）– LCK杯季后赛 押 Dplus KIA，成本 23.9 美分 投了 $59,790，最后收回 $249,975 净赚 $190,185，收益率 318% T1 vs BNK FearX（BO5）– LCK杯季后赛 押 BNK FearX，成本 14.6 美分 投了 $25,623，最后收回 $175,680 净赚 $150,057，收益率 585% JD Gaming vs Anyone’s Legend（BO5）– LPL季后赛 押 JD Gaming，成本 25.9 美分 投了 $47,342，最后收回 $182,524 净赚 $135,182，收益率 285% 现在 First Stand 锦标赛已经开打，他又开始活跃了。 建议直接盯住他个人资料：@FanDuelUser?via=YINGGE888" target="_blank" rel="nofollow noopener">polymarket.com/zh/@FanDuelUse… 我自己还是英雄联盟小白，但就算是我，也能看出来场上已经有好几组对阵相当离谱了。 如果想在 Polymarket 上跟单交易， 我推荐直接用这个：t.me/PolyCop_BOT?st…

@Miiiho420 相信价格低估了，就花钱把yes买起来，说那么多废话干啥

看到舆论上用 100M200M 这种数字去框 Backpack，我真觉得失真 一个有合规牌照、有成熟团队、有持续产品交付能力，同时还在往更大金融基础设施方向走的项目，价值从来不是几句 PM 情绪化定价就能概括的。 市场短期会有很多声音，这很正常。 但如果一个人看项目，只会盯着别人随手抛出的数字，然后立刻情绪波动，那说明他看的从来不是价值，而只是别人的脸色。 没有自己的框架，才会被最廉价的噪音影响。

@Vikcyter_2 你会为你的无知买单的

Many people ask me why I think Predict.fun’s FDV is currently undervalued. Here are my reasons: In fact, the reason people are optimistic is quite simple. Predict acquired Probable, and this acquisition seems more like it was facilitated by Binance behind the scenes. After the deal, Binance will likely allocate significant resources to help Predict compete with platforms like Kalshi and Polymarket, similar to how it once supported Aster to compete with Hyper. Comparing Opinion with Predict isn’t really appropriate. Opinion’s advantage mainly comes from its first-mover advantage, and its points incentive system encourages users to generate trading volume, which is why Opinion’s metrics often look very strong. However, Predict’s points incentives focus primarily on liquidity. You can already see that in some markets, Predict’s liquidity is even better than Polymarket’s, and this kind of incentive structure tends to reflect more genuine market activity. Binance’s support for Opinion is actually quite limited, because Binance is only a minority investor. This can be seen from CZ’s previous tweets. Otherwise, Binance wouldn’t have later invested in Predict and Probable. The merger between Predict and Probable signals that Binance has already decided which platform it intends to support — Predict.fun. So what happens if Binance’s massive user base starts flowing into Predict? When Predict can truly compete with Kalshi and Polymarket, what would its valuation be? In my view, even a $2B valuation is FUD. If you don’t believe it, feel free to buy more No—I’m happy to take all of your No. Time will prove everything. Of course, before you buy No, I hope you actually try trading on Predict yourself, rather than judging the value of a project only by comparisons.