Forgiven

@Fadhlyap Okay. Will Size up the liquidity

@forgivenever hey dude i wanna change my all USDT to CNH , put more liquidity please

回顾主任1月时的观点：大饼的转机来自于世界局势恶化，战争/封锁/制裁，当航海路线受阻，黄金的实物交割摩擦成本变高，大饼的新叙事才能重新定位。那时乱世买黄金或许会有新的思考“乱世买大饼” 伊朗事件后，大量资金通过交易所兑换成加密货币/BTC完成转移，再次验证了战争爆发之后，黄金的获取、携带和运输具有非常高的摩擦成本，对普通民众来说，尤为如此。而BTC又会成为比稳定币更加抗衡审查，制裁和冻结的选择。 伊朗事件是一次小型预演，也是这次BTC强劲反弹背后的市场驱动力。但伊朗经济总量较小，预计持续性不强。 下一个周期中更大的地缘冲突爆发时，可想而知BTC上涨的源动力来自何处。

🎙️ From Consensus Hong Kong 2026 @estherinweb3 from @Conflux_Network joins us to talk ecosystem momentum, growth, and what’s next on their global roadmap 🌏 Watch here →

@zerolore @USDT0_to It's a pleasure to work with @USDT0_to team! I saw great leadership, strategic plan and forward-thinking in you! Bro, your glorious days are yet to come and shine.

Unrequested (long) late night USDT0 story: One of the first chains to hear the @USDT0_to pitch was a certain L1. Let’s call it X. My co-founders and I are DeFi-native, and at the time we were close to people operating the X Foundation. Our mentors were skeptical. We genuinely believed in the team. X had strong backing from early DeFi builders and had just gone through a rebrand + upgrade that felt significant in that cycle. In our minds, X was the ideal launch partner. We pulled every favor we could and even had people at Tether who saw the potential in what we were building advocate for us in the telegram chats with X management. Eventually, we got on a call with X’s leadership, a team that had been trying to get USDT on their chain for almost two years. We prepare for 2 days as if it was the most important thing ever. The call starts. I begin what is still, to this day, my go-to USDT0 pitch. Less than 90 seconds in, a person in their management team lies down on his sofa WITH HIS CAMERA ON and starts doing something else on his MacBook, clearly not listening to our value proposition. Two minutes later, he interrupts me, laughs, and dismisses us. He tells us they are one of the best L1s in the world, that they already work with other stablecoins, and that they have no interest in what we are building. He says our product will never get traction and that the status quo is perfectly fine. That’s what they are interested in. At the time, it was frustrating. In hindsight, it was clarifying. A few months later, we met the @inkonchain / @krakenfx team, and what we expected to be a difficult conversation turned into an obvious one. We launched USDT0 there, and traction started to build. Then came the @arbitrum upgrade. Tether entrusted us with ownership of the contract, 1.8B USDT. We went from about 100M TVL to over 2B, and suddenly the market understood what we were trying to do. From there, we kept shipping. Berachain, Sei, Hyperliquid, Flare, Polygon, Corn, and more. Daily volume moved into the 10 to 15M range, then kept growing. What mattered most was that partners started using USDT0 because it solved a real operational problem, not because of narratives, but because of utility. A few months later, I heard that X tried to work with a USDT0 copycat. That effort failed spectacularly. Meanwhile, USDT0 kept growing thanks to some new and exciting chains. Plasma, Mantle, Stable, Conflux, Morph, MegaETH, and more. Today, X isn’t where it once was. The DeFi Builders attention has moved elsewhere, and CT’s tone toward its leadership and communications has become more critical. The governance token is in a though spot, like most others in his market. Today, USDT0 moves about 300M USDT per day across 25 chains. It is the de facto expansion strategy for Tether assets and sits at 4.4B plus TVL. It is the fastest growing cross chain infrastructure in the world. Sometimes, getting laughed out of a room is the best thing that can happen to your project. If you are building something with real utility, something that improves the status quo and solves an actual problem, you cannot give up just because short-sighted people do not see it. Prove them wrong.

特别声明一下哈：我是过气公链cofounder，跟那个知名公链founder不是一回事儿哈。 请注意这是财经类节目，不是链综： 爆仓即止损，但筹码不全都在桌上； 赢了要下桌； 在趋势中不要做反转交易，容易交易执行混乱。 都是很有含金量的东西，都学着点吧！

这届Consensus HK,港姐@estherinweb3 为陈凤霞社区送上了最珍贵的礼物,在Hashkey完成了全球站和香港站Listing,并且在有条不紊地推进链上USDT冲提. 主任想特别强调一下: Hashkey香港站每一个token listing都需要得到香港SFC的单独批准,目前仅有不到20个币种面向普通投资人. USDT目前仅支持Tron和Ethereum链冲提. SFC对陈凤霞态度的转变,从陌生到熟悉再到认可,对未来有很大的启示: 1. 42号文为香港RWA发展重新打开了一扇窗，而SFC的认可对RWA资产发行方对链的偏好选择给出了指导性的意见 2.特首李家超提出下个月将发放稳定币牌照，同理，SFC的认可也同样会影响稳定币发行方对链的偏好选择，当然在这个问题上，HKMA的偏好也会有很大的权重。 简言之，合规的一小步，从交易量和价格上看不出短期的显著差别，长期看，陈凤霞的香港攻略逐渐浮出水面！ 熊市大雪漫天，Buidler风雪无阻！

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@Pdyon_Crypto @shibart2 相册注册好了，去找刺客领任务，很重要

@forgivenever @shibart2 透漏一点？

国家有任务交给你？我去，那先去注册一个

今天市场迎来了绝地反击,恰逢其时陈凤霞开始了绝境之中的英雄之旅. 很多朋友也许没有意识到这一标志性和里程碑的事件,Kraken是欧美最大的合规所之一,除了支持$CFX对美元和欧元法币交易对外,是第一家支持Conflux链上USDT冲提的交易所. 这项工作主任整整追踪了两年,从香港到到迪拜,到上海,再到杭州,再到新加坡,主任不放过每一次可以对Kraken上币组洗脑的机会. 从现在开始,主任要重走Conflux上币交易所之路,再次打怪通关,促成各家交易所支持Conflux链上USDT的冲提,进而繁荣Conflux链上的稳定币支付生态. 曾几何时,主任感慨Tron捆绑USDT的绝佳战略,现如今陈凤霞才刚刚入局,目前的差距可以说天壤之别。凡人之躯以钢铁的意志能否挑战命运,这是绝境中英雄的决心. 很多水友可能不相信命运的转折,主任同样全无信心。但主任视死如归,在绝境中看到的一缕曙光,这背后有国家的宏观意志,更有社区的众志成城. 每一个仍然热爱和相信陈凤霞的伙伴们,主任需要你们借一份力量去逆天改命. 关于具体如何去做,请大家注册Kraken交易所（支持大陆护照kyc)或已经有账户的请dm联系 @CikeinWeb3 ! 凌凌漆，国家有任务要交给你了!

@CoinCaboodle 不是陈凤霞现货的持有人，根本不是陈凤霞社区的，只是交易所的燃料而已

@forgivenever 今天早上CFX的仓位被精准爆掉了 主任资助一把

大饼在不到一个月的时间回撤接近40%,很难想象这是ETF、微策略们等西方机构进场后的价格韧性。ETF目前的资金实际流出才7%，并不是下跌的主力原因。微策略们更是钻石手死拿。 这次暴跌始于贵金属黄金白银的崩盘，传导到币圈，然后是美股圈。主任猜测华尔街上某个非常巨型机构（非币圈）出现了清盘式的补仓/平仓操作，不顾一切价格，这一操作引发了一系列的连环多米诺效应。 大饼在6万估计是熊市的第一防线，主任也参与了这次防守，慢慢长夜，守夜人的四年周期开始了。

最近Bn陆续/计划上线了TSLA,INTC,Hood永续合约，这是一个很有意思的信号。抛开合规问题不谈，这反应出Crypto内生标的匮乏，只能加速从Tradfi引进新“赌具”，这也是过去行业行恶种种积累的结果。 进一步说“赌具中性论”最终会导致行业的荒芜化，沦为传统金融行业的附庸。赌徒是衣食父母，满足他们的一切胃口有短期的头部利益，长期的整体性伤害。 在这一点上，Tether在努力的引入黄金代币在Crypto的流通，技术爱好者们把眼光放在Openclaw上寻求AI结合Crypto的突破。凛冬已至，如何求变生存？

今晚很荣幸受邀作为嘉宾参加复旦校友年会,一桌晚宴的校友有年长睿智的五官科教授医生,有做仪器光学创业的青年才俊,有刻苦钻研突破半导体封锁的技术专家,有在律所一线捍卫法律的律师… 轮到主任，只好小声地介绍到是在坚持公有链创业的. 一位校友好奇地询问国内政策大环境是否支持，在行业里竞争力如何？ 主任羞愧地说，在政策和行情的双重影响下，目前只能说勉力坚持。虽然是国内的仅存，但和世界第一梯队有非常非常大的差距. 从个人来讲，既不赚钱，也面临很大的人身压力。校友们对主任的坚持纷纷表现出疑惑不解。 主任沉吟道：不知道大家知道WPS嘛，也曾放在一边很多年没人用，直到近些年体制内都要求用WPS而不用Office了。校友们若有所思。 坚持很可能是没有意义的，但要尽力保留一个火种，在需要的时候派上用场… 自由而无用的灵魂，这是母校的教导，手戴镣铐自由起舞，做无用之用。

🛠 $CFX Integration Underway! @Conflux_Network is the blockchain without barriers connecting creators, communities, and markets across borders and protocols. 👀 Explore the full roadmap ⏬ kraken.com/listings *Geographic restrictions may apply

老实说，主任对“超级周期”抱有悲观的心态，有两点： 1. 将特朗普视为行业的救星是本周期行业最大的预期错位。现在这个预期错位还没有被市场pick up，华尔街/养老金/中东主权机构/各国央行，还都在脑补呢。 现在去归因大饼，你会发现现在和川普绑定越来越深了，然后这人又讨人嫌，这次达沃斯把人缘几乎败光了。他对共识破坏太厉害了，这个人的个人财富和政策都在这个上面，经他这么上下折腾，愿意捧场的国家和财富机构越来越少了，各国央行和我身边的普通人都在共识买黄金了。 2. 大饼另一个问题是有一帮受技术理想感召的OG套现去布局AI产业链了。就像当年看到BTC白皮书的震撼一样，AI给他们的震撼不亚于当年，这些人注意力和资本一旦转移后，不一定再回来了。 当然主任也仍然对周期抱有希望：大饼的转机来自于世界局势恶化，战争/封锁/制裁，当航海路线受阻，黄金的实物交割摩擦成本变高之后，大饼的新叙事才能重新定位。那时乱世买黄金或许会有新的思考： 乱世买大饼！