ZA
53 posts
我的生态位其实就类似Glassnode，做链上数据和交易信号的研究。有很多专业的数据，如果你没花钱是看不到的，即便看到了也未必能看懂。而我做的，就是把这些数据背后的逻辑，用符合国人的理解方式说给你听。
但我很奇怪的是，即便我把话都说到这个份上，还是有很多小伙伴只关心我有没有买？买了多少？什么时候摔杯？
那我换个说法：假如你花了12000美元成为了Glassnode的高级会员，你会不会去问Glassnode的交易团队买没买？应该怎么买的？
给你投资建议就要对你负责，但你为什么要让别人来对你的投资负责，而不是你自己？更何况你也没有成为我的付费会员呢🤣
好吧，既然这么虔诚每天都来问，那我就告诉你吧：
这是我币安账户目前的持仓比例，现货全BTC，合约全是USD1。合约目前没有开单。大家应该记得，之前我在7.3w左右空单止损后，就不再做空了。记得当时还有人笑我平在了最高点，那现在呢？
现货这里有2月份抄底的仓位，也有每周定投的仓位，7.8w附近加了点，突破阻力位后也加了点。后面看情况也可以加，也可以减。右侧加仓的部分，我已提前设好了止损。
反正不论对错吧，至少这个仓位对我自己是比较舒服的，符合我个人的风险偏好。但你未必要和我一样哈。
我只对自己的钱财负责，而你也是！
Murphy@Murphychen888
我原本希望摔杯的位置是在一个价格新低但多数据、指标同时背离的结构下，那会是盈亏比最理想，持仓体验最舒服的位置。但上天总喜欢把不完美留给后知后觉的我们。 所以在78000这个位置，我考虑下确实没法喊大家集体上车，因为这里我没有十足的把握，也可能需要承担回踩确认或假突破的风险。 我能做的就是把数据的逻辑、历史经验以及我的个人观点讲清楚。比如前几天我们在分析BRS在零轴停留时间过长、新买家持有数量快速上升、LTH净持仓量持续回升、熊市复苏模型出现蓝+红等等，这些都是多空博弈中更偏多头的信号。 但回到交易层面，要不要押注可能是熊-牛转换？是冒险一试还是继续等待？这就只能是小伙伴们根据自己的风险偏好，慎重考量之后做决定了。 如果，我是说如果哈，后面还有二次探底或最后一跌的话，我再给大家更加明确的提示。你们帮我制作的摔杯图，请允许我暂时先保存一下哈，希望有机会可以用上😀
中文
@KelpDAO @aave @ether_fi @ethena @LidoFinance @golemproject "Kelp recovered 40,300 rsETH" recovered？？？不要逼脸, 被盗一个半小时之后，你才发了一条推特说暂停合约了。预防呢? 监控呢? 估计你都没有网友知道得早。暂停合约是你这么多天干的唯一一点事
中文
Kelp and @aave have been working closely with ecosystem partners since April 18 to coordinate a recovery effort for rsETH holders. We want to share some factual statements about where we are, progress made, and the next steps.
@ether_fi @ethena @LidoFinance @golemproject @inkfndhq @tydrohq @Mantle_Official @fraxfinance and layerzero have each committed in best capacity. We greatly appreciate their contributions. More announcements to follow.
The initial shortfall from the incident was 163,200 ETH. Kelp recovered 40,300 rsETH (~43,000 ETH), while the @arbitrum Security Council secured another 30,700 ETH. Following these recoveries, the remaining shortfall stands at approximately 89,500 ETH.
Of that remaining gap, confirmed public commitments from Mantle, Stani, EtherFi, Lido, Golem total 43,500 ETH. Kelp has been in direct conversations with partners in this effort to formalize the contributions.
rsETH holders come first, and that’s been our priority since day 1. We will continue sharing updates as further commitments are confirmed.
DeFi United.
English
As part of an industry-wide recovery initiative, LayerZero's proposed contribution would go towards the best path forward to restoring rsETH backing.
We have been closely coordinating with Aave and all other parties like EtherFi, Ethena, Arbitrum, and Kelp who have been working tirelessly to ensure the best possible outcome for crypto.
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@StaniKulechov @aave don't deserve the position. Endless review is neither wise nor responsible. TVL is bleeding out. Go look at how @0xfluid handled. x.com/0xfluid/status…
Fluid 🌊@0xfluid
We are aware of the incident affecting Resolv earlier today. Fluid automated ceilings prevented excessive borrowing of the funds, and USR markets have been paused. These safeguards worked as intended to contain the situation. In case of any remaining bad debt on Fluid, all user losses will be fully covered. User funds and protocol safety remain our top priority. We’re conducting a full review and will share a detailed post-mortem once the investigation is complete.
English
The past few days have been intense, but I wanted to give some updates as we continue to work on this. Our priority is our users, and every decision we are making is aimed at an orderly return to normal market conditions and the best possible outcome for everyone involved.
Working around the clock, the team has made progress on multiple paths forward with several partners. The Arbitrum Security Council also recovered $70 million in ETH, which could meaningfully reduce the potential exposure, and multiple discussions and solutions are being considered. I am confident we will move towards a strong resolution.
Reviewing what happened and learning from it matters. But pointing fingers is not something that gets us to the other side of this.
Every bit of my energy right now is focused on the outcome for Aave users and the protocol. Aave has been my life's work, and this is an important moment for DeFi as much as it is for Aave. I am deeply grateful for the support and collaboration we have received from builders and partners across the industry.
We’ll get through this together and we’ll continue to publish updates on @aave as they happen.
English
ZA retweetledi
Claude explains the $71M @arbitrum clawback:
What this transaction is
Tx: 0x5618...0f6b on Arbitrum, block 454686044, April 21, 2026 03:35 UTC
From: 0x5d39...7Ccc — labeled on Arbiscan as “Kelp DAO Exploiter 1”
To: 0x0000000000000000000000000000000000000DA0 — a special system/recovery sink (not the normal 0x...dEaD burn address)
Value: 30,765.667 ETH (~$71M) — effectively the entire Arbitrum-side balance of the attacker’s hub wallet
Tx type: ArbitrumUnsignedTxType (EIP-2718 type 0x65 / 101)
The “type 101” is the key. That is not a user-signed transaction — a normal EOA physically cannot produce one. ArbitrumUnsignedTxType is an ArbOS system transaction that only the chain itself (via the sequencer / ArbOS upgrade path controlled by the Arbitrum Security Council) can inject. It bypasses the attacker’s private key entirely.
The remediation (this tx): Arbitrum’s Security Council used its emergency powers to inject an ArbitrumUnsignedTxType that forcibly moved the attacker’s full 30,765 ETH from the hub address into a protocol-controlled recovery sink (0x...0DA0).
Why it’s “extraordinary”
Arbitrum did not perform a reorg or historical rewrite — the chain’s ordering is intact. Instead, the Security Council used a privileged state-override transaction type that is part of ArbOS but has essentially never been used before. It is functionally a state-level clawback: the attacker’s private key still signs txs, but that address’s ETH was moved by the chain itself.
This is the mechanism Arbitrum’s progressive-decentralization docs reserve for “catastrophic” emergencies (12-of-N Security Council action), and this is one of the clearest public demonstrations of it being invoked. Note that it only recovered the Arbitrum leg of the theft — the ~75,700 ETH on Ethereum is outside Arbitrum’s control and remains with the attacker, which is why Aave is still facing up to ~$230M of potential bad debt on the Ethereum side.
Sources:
Arbiscan tx: arbiscan.io/tx/0x561804424…
Arbitrum Docs — ArbOS / Sequencer forced inclusion: docs.arbitrum.io/run-arbitrum-n…
Arbitrum Foundation — progressive decentralization & Security Council: docs.arbitrum.foundation/state-of-progr…
Steven@Dogetoshi
@hosseeb @david_lee2085 @arbitrum How did Arbitrum move the hacked funds?
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ZA retweetledi
从斥资数十亿美元大举投资数字资产，到计划推出一个全天候的区块链证券交易平台，纽交所正经历着其史上最宏大、也可能是风险最高的一场变革：利用比特币背后的分布式账本技术，重塑其耗费数百年建立起来的整个体系。on.wsj.com/4cgAJgv
中文
ZA retweetledi
@jerallaire How come the Arc block explorer shows that dprk.arc minted this North Korean propaganda NFT to your public address jerallaire.arc?
Transaction hash:
testnet.arcscan.app/tx/0xb9fe27a0d…
English
@paoloardoino why waste so much money on a team that even can’t handle basic safety?
English
今天 @cz_binance 的新书发布了，里面提到了CMC的故事。
这些年来，CZ给了CMC团队极大的信任和支持，让我们始终保持完全独立运营，不干预我们的商业决策。
我接手CMC这五年来，和CZ单独聊天的次数屈指可数（可能一年都不到一次），但正因为这份充分的自主权，我们才能把用户体验放在第一位，坚持理想主义——我们先后做了crypto社交、链上数据体系、AI agent、Oracle等产品，十年如一日为用户和行业打造可信的数据基础设施。用户需要什么，我们就做什么。行业需要什么，我们就做什么。
没有CZ的支持，这一切都不可能发生。
CMC @coinmarketcap 会继续 Keep Building，为整个加密生态贡献力量！
中文
ZA retweetledi
Amid yesterday's Drift exploit, Ondo's incident response team acted quickly to protect users. We successfully froze all USDY stolen by the exploiter.
As the market leader in tokenized permissionless securities, our assets are permissionless and freely transferable onchain across wallets, protocols, and chains (outside the U.S. and subject to certain restrictions).
That openness is fundamental to what makes tokenized real-world assets composable and useful. Responding to hacks promptly is a crucial piece of our strategy to deliver institutional-grade finance onchain. The permissionless future depends on safety at the asset level.
While these events are deeply saddening, we remain committed to DeFi, with unparalleled integrations across multiple ecosystems. Expanding access to open financial infrastructure is not without its challenges, but we believe those challenges are worth confronting to build toward the permissionless financial future.
English
用AI查（限制）AI，猫叔这个方法不错。尤其是依托X大数据体系下的Grok，对推文权重分派和流量推送，算法上应该不会有任何问题。
我用自己的X账号做了测试，结果与实际情况完全一致，Grok不会看走眼。
写数据讲观点，我是认真的！这一点，我觉得AI现在还干不了。如果哪一天真的可以完全取代，那这个世界将彻底被颠覆。
也许这一天已经不远了…
Cato_KT@Cato_KT
Ai时代，是告诉我们Ai是提升我们工作，学习效率的工具，而不是让我们依赖Ai 今天因为有些工作，收集了一些大小kol博主的推文，我让 @grok 分析了一下Ai的成分， 从内容逻辑，到文字表达，Ai的痕迹高达60%-70%。 擅用ai，如果你觉得一篇文章有问题，问题那就用grok查询一下， 说实话，Ai的时代，借助ai捋清楚框架，帮助自己写作没问题，但是问题是，构架丝毫不改，内容差不多用去ai味，然后原版复制？ 说个难听点，你用ai的文案，难道x的ai不会反ai去查重吗？ 你不是在投机取巧，你是在侮辱ai！ 要知道，x的ai是有自己反制系统的，你复制ai的内容，那就注定被检测，超过50%的ai评价，基本是就是ai代写 是，行情不好，各个项目给的预算少，你可以不接，但是别坏了自己的口碑，用ai盲目创新，肉眼看不出来，你以为ai看不出来吗？ Ai是我们的工具，但是如果你不努力，过度依赖ai，那么ai早晚代替你，而且这种代替是你活该， 我用ai查询了我自己10条推特，给我的结论是有部分ai成分，但是我不认！ 为何，它给的ai评价是文字内容通畅，老粉都知道，我文字可以通畅，但是有错别字，如果用ai润色，错别字不会走吧！
中文
😂这种喜悦的心情可能只有在坡的小伙伴才能体会到了。
新加坡的身份应该是全球华人的天花板了，也是加密货币领域最好的身份，没有资本利得税，低税负，高福利，亚洲教育的天花板。
最重要的是，这玩意就是纯玄学。恭喜大老师，我五年内能拿到就知足了😆
很大很大的橙子@0xVeryBigOrange
拿到新加坡PR了，感谢SG！
中文
果然，还得是川普！
让我的多单瞬间扭亏为盈，但这种突然爆拉让我有点不舒服，没有按照预想的节奏，没有安全感，考虑先做部分止盈。
剩下仓位就不断推高止盈线，要不回落自动止盈，要不达到预期止盈点平仓。无论如何，这一单是安全了。
感谢川普不炸之恩！😂😂
Murphy@Murphychen888
第二笔多单补在了67470的位置，也是按原计划执行交易策略，如果破位66，我会止损。 从技术指标上看，4小时k在周末的2天里一直被紫色趋势线压制，这对多头不利。 当然，周末流动性低，关键看今天和明天，如果不能站上68269，那可能就要触发止损了。
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