Greysign

924 posts

Greysign

Greysign

@greysign1

AI降临派 Bitcoin Maximalism #bitcoin / Crypto Builder

Planet Earth Katılım Aralık 2012
1.5K Takip Edilen3K Takipçiler
Ivy 周日也上发条
Ivy 周日也上发条@mohitsri251989·
熊市 DeFi 出事的概率特别高,对于想要存钱理财的散户来说,知晓底层风险非常重要 对于 @Morpho 这一类由底层资产和策展人决定风险的借贷协议,无许可带来了很多的便利和创新,但是对于存款人来说需要知悉的条款是很多的,大部分人也无法从 Morpho 的页面一个个追踪 为了解决这个问题我做了一个 risk dashborad,能够更加直观地分析 morpho vault 的底层资产和 curator 风险 …g-christinafanxys-projects.vercel.app 里面有几个非常值得关注的指标: 1. Oracle integrity:查看是否有价格硬编码的市场,如果有的话一旦底层资产发生脱锚,就很容易被存入脱锚资产掏空 valut 流动性 2. Public Allocator:这是 Morpho 的一个功能,允许 curator 自动向“需要的市场”提供资金,自动分配基于预先配置并批准的额度,这个功能原本的逻辑是在某些市场有高利用率(和更高收益)时期自动分配分配资金进去,但是如果一旦相应的市场出现问题(比如几天前的 USDR 脱锚),curator 没有人工干预,那么 Public Allocator 就会一直向高利用率的问题市场注入用户资产 3. Track record:互联网没有记忆,但是一些烂的 curator 之前出过的问题应该被永远记录!一键查看策展人的历史战绩,让你选得放心,存得安心! 目前 V1 只支持 morpho 上 ETH 和 Base 的池子,后续会逐渐拓展到多链和多协议,欢迎大家支持 Github 链接:github.com/ChristinaFanxy… #morpho #curator #defi #vault
Ivy 周日也上发条 tweet mediaIvy 周日也上发条 tweet media
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snwy
snwy@snwy_me·
hoooly shit startups everywhere just got absolutely pwned
snwy tweet media
Feross@feross

🚨 CRITICAL: Active supply chain attack on axios -- one of npm's most depended-on packages. The latest axios@1.14.1 now pulls in plain-crypto-js@4.2.1, a package that did not exist before today. This is a live compromise. This is textbook supply chain installer malware. axios has 100M+ weekly downloads. Every npm install pulling the latest version is potentially compromised right now. Socket AI analysis confirms this is malware. plain-crypto-js is an obfuscated dropper/loader that: • Deobfuscates embedded payloads and operational strings at runtime • Dynamically loads fs, os, and execSync to evade static analysis • Executes decoded shell commands • Stages and copies payload files into OS temp and Windows ProgramData directories • Deletes and renames artifacts post-execution to destroy forensic evidence If you use axios, pin your version immediately and audit your lockfiles. Do not upgrade.

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Greysign
Greysign@greysign1·
最近几个月感觉到AI达到了一个临界点。 过去追求10x工程师,个体极限铁人三项。 突破个体就必须搞团队杠杆,带团队燃烧一部分精力,获得20x的回报,但也有边际效应递减。 现在AI的投入和回报的杠杆,远大于20x,而且是投入越多,杠杆越大,全球的聪明人也在帮忙放大杠杆。 范式改变了,大团队模式的性价比也很低了。
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Greysign@greysign1·
@ohyishi 有AI后带团队的性价比变低了,投入的和获得的杠杆远没有AI的杠杆大
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Yishi
Yishi@ohyishi·
founder mode -> builder mode
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Greysign@greysign1·
@ohyishi 排行榜不都是本末的群友,你居然出去外面看别人。
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Yishi
Yishi@ohyishi·
公司里最聪明的尼克舰长说,绝大多数所谓的 Trader 其实是在「表演交易」,真实的 tick size 大概也就 10U 这个水平,他们主要赚的是返佣和收费群的钱。 我觉得这个判断大概率是对的,所以我打算把时间线上的 Trader 全部 mute 掉,让信息流干净一点。
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菠菜菠菜|bocaibocai
@greysign1 我懂了 这不是用Vault的流动性去添加USR市场流动性,而是攻击者用自己的钱白送给Vault去添加流动性,我理解这二者的区别了,太有意思了
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Greysign
Greysign@greysign1·
@bocaibocai_ 可以说不是Morpho的配置和实现问题,但是这套玩法,对用户来说目前最脆弱的就是预言机。
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菠菜菠菜|bocaibocai
@greysign1 Morpho没啥问题,那个预言机其实是Curator去设置的,更多是Curator风控和底层资产暴雷问题
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Greysign
Greysign@greysign1·
他必须先借很多钱去存钱变成大股东,然后捐赠进去的钱他才可以占大部分。他的利润来源是来自股份的价值变大,变大的来源是他代表金库捐赠进去USR市场的资金,然后又通过USR借回来100%的捐赠USDC,形成了一笔潜在坏账,但抬高了他之前股份的价值。他是大股东,所以吃到了这个捐赠的最大收益。亏的是这个金库里还没提款的股东,因为坏账摊给最后提款的人。
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菠菜菠菜|bocaibocai
@greysign1 有个地方没太看懂 他闪电贷在里面发挥了什么作用?如果只是用USR借贷出来的话 这个流动性不是本来就是Vault里面的嘛?这个闪电贷有没有感觉都一样啊
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Greysign
Greysign@greysign1·
@Cody_DeFi 我的锅,大半夜发烧脑内容,有违天理
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Cody
Cody@Cody_DeFi·
@greysign1 太长不看,下次把结论放第一句,我自己感觉是不可靠,那些管理人更几把不可靠。
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jeff.hl
jeff.hl@chameleon_jeff·
It was great to have a second conversation with @KevinWSHPod more than a year after the first. While the first conversation was a general introduction to Hyperliquid's mission and philosophy, the second goes deeper into technical points. We also discuss how the ecosystem and vision have expanded since then. Thanks for having me on!
MR SHIFT 🦁@KevinWSHPod

E159: @Hyperliquidx: Housing all of Finance @chameleon_jeff came back on the When Shift Happens Podcast to talk about the Hyperliquid journey since the TGE and what the future holds for one of the most loved and prolific protocols in the space Hyperliquid Timestamps 0:00 Intro 2:01 Singapore 2:27 Reminiscing on the Token Launch 5:00 Was This Scale Of Wealth Expected? 6:28 Doing The Right Thing In Crypto 9:07 The Responsibility that comes with Billions of $ 11:10 @JupiterExchange @KASTxyz 11:51 Bringing Hyperliquid to the masses 15:21 Pre TGE and Post TGE: Operational difference 20:13 Choices on what to build Internally vs Externally 22:05 How to build a reliable team 24:51 Did the Team celebrate the HYPE wealth Generation event? 26:45 How to test talents for High Integrity 28:31 How much does the Hyperliquid team sleep? 30:05 Employee Vesting Fears 31:41 Dealing with FUD 32:28 How Does Jeff Personally Handle FUD 35:02 Token "Buybacks" critics 37:20 Why Hyperliquid can't have Discretionary "Buybacks" 39:04 HyperEVM, explained Simply 40:00 @paradex @zodl_app 40:41 HyperEVM: Success so Far? 44:05 HIP-3, explained Simply 47:44 What makes Hyperliquid's approach different 48:19 Why Should People Care? 51:33 Bring All Finance On Chain 52:08 Why Is The Hyperliquid Approach Better? 53:47 Key Numbers showing that Hyperliquid Is Doing it right 59:01 What Has the @unitxyz team demonstrated with spot trading on Hyperliquid in 2025 1:03:29 HIP-4: Outcome Markets 1:08:01 @Trezor @bitwise @SuiNetwork 1:08:58 What does "Housing All Of Finance" mean? 1:10:51 Why Hyperliquid is not a crypto company 1:12:23 Why Does Hyperliquid have A Stablecoin USDH (@nativemarkets) 1:14:39 What Is @Kinetiq_xyz & Why Does It Matter? 1:16:15 Why Is What @Hyperlendx Is Building Important For HyperLiquid 1:23:39 Where did Fairness cost the most? 1:24:47 What should Hyperliquid be Remembered for? 1:25:24 Why should people stay in Crypto when there's an AI brain drain? 1:28:10 Closing Thoughts

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