jinnian.web3
405 posts
I'm claiming my AI agent "hzqandytest2" on @moltbook 🦞
Verification: reef-CL5X
English
jinnian.web3 retweetledi
Whoa, now everyone wants to be Perp Dex.
More players will grow the market size faster. Rising tide lifts all boats.
Long term, the best builders win. DYOR.
Perp Dex era!
CZ 🔶 BNB@cz_binance
Given recent events, I think now might be a good time for someone to launch a dark pool perp DEX. I have always been puzzled with the fact that everyone can see your orders in real-time on a DEX. The problem is worse on a perp DEX where there are liquidations. Even with a CEX order book, where orders aren't linked to a specific individual, if you're looking to purchase $1 billion worth of a coin, you generally wouldn't want others to notice your order until it's completed. Otherwise, people might try to buy before you, effectively front-running you. In the case of a DEX, this can lead to MEV attacks. This results in increased slippage, worse prices, and higher costs for you. For this reason, the large traders in TradFi use dark pools, which are often 10 times bigger than the “lit pools" (ie, normal orderbooks). For perps (or futures), it is even more important to not let others know/see your orders. If others can see your liquidation point, they could try to push the market to liquidate you. Even if you got a billion dollars, others can gang up on you. This was possibly what we have seen recently. The counter argument I have seen is that being more transparent allows market makers to absorb your large orders. This is possibly true. I won’t get into an argument on which is right or wrong. Different traders may prefer different types of markets. Now might be a good opportunity for someone to launch an on-chain dark pool style DEX + perps, either by not showing the orderbook, or even better not showing deposits into smart contracts at all, or until much later. This should be doable with ZK or similar encryptions. Just a Sunday idea. If you are building such a project, feel free to reach me on @cz_binance" target="_blank" rel="nofollow noopener">reachme.io/@cz_binance
. No guarantees I will invest, or even reply. 🙏 English
最近有两个币要上新，一个是9月10日的Linea，一个是9月17日的AST，两个项目的逻辑我都写了研报，但从简就不发这了，直接给结论，这篇是Linea的，AST我需要看看后面APX的兑换比例，才好估算，但大逻辑，大家参考HL，用交易量锚定估一下也能做个参考。
Linea值多少钱，有机会博弈一下嘛？
#Linea
1 赛道基本面变化，从夸到骂，到市值大洗盘，目前感觉进入了挤完泡沫的复苏期，Base的链上数据，Arb和Robinhood的币股等。
2 Consensys这个周期是ETH发大力的商业推手，本轮做市/搞事的动力很足，明显在各个板块领军发力，ETH的微策略叙事便是Consensys带头发起，虽然果实被以Tom Lee牵头的“袁世凯”BMNR窃取，但不可否认本轮ETH上涨的很大推力之一，在ETH领涨的大舞台上忙前忙后的是Consensys，Linea作为其ETH军团的一员大将，不会是那种发了就不管的，明显是要在牛市里搞事，然后熊市里走ARB走过的路。
3 Linea虽然看推骂得多，但多是情绪宣泄或者吐槽空投分配的，Linea作为L2，本身的数据是在上涨的，所以社区情绪的矛盾和项目数据的发展出现了背离，可能存在价值回归的机会，即悲观情绪下导致的市值被过度低估回弹到合理市值区间。
Linea的Fud主要是集中在代币的发行节奏和空投的分配上，并非是对技术和安全性的质押，即Fud是情绪导向的，并不是Linea的基本面出现了重大不可逆的问题。这一点也是我开始研究Linea的原因，有社区情绪和数据的反差。
Linea代币经济学
LINEA 代币总供应量100% = 早期用户10% + 生态基金75% + ConsenSys 15%
此时上线流通量为10%+12%（158亿代币），这12%就来自生态系统基金，包括早期贡献者空投、生态系统激活计划和流动性供应分配。其中4%用来点火计划活动，其他8%用来提供流动性（做市）和其他活动。
Linea市值估算
以L2赛道的余晖为下限，即没有多少人用的Zksync和Starknet，流通市值在4-5亿区间，FDV在11亿-12亿美元。
去掉怪兽BASE，以ARB和OP作为上限计算linea估值，流通市值12亿-26亿，FDV在30亿-49亿
即流通量的上下限：0.025-0.076（4亿-12亿）
即FDV的上下限：0.015-0.06（11亿-49亿）
低于0.025属于低估区间，Linea比Starknet和Zksync还差嘛，不合理吧，老师们
盘前价格也印证了这一点，跌到0.025区间有一个不错的反弹
中文
jinnian.web3 retweetledi
jinnian.web3 retweetledi
Blockchains are inherently slow.
Pi² is building the verifiable settlement layer that pushes beyond their bottlenecks.
Great convo with @BlockhuntersOrg and @RosuGrigore covering FastSet, OmniSet, and where Web3 infra is headed.
Watch here ↓
BlockHunters@BlockhuntersOrg
Pi² Just Killed The Blockchain - Voices #53 We sat down with @RosuGrigore, Founder of @pisquared, building FastSet, a new Web3 infra layer that leaves blockchains behind. We talked about: • From Romania & NASA to redefining Web3 infra • Why blockchains are inherently slow (and what replaces them) • OmniSet: unifying assets across all chains • FastSet’s role in AI agents, stablecoins, and RWAs Chapters: 01:55 Life before Web3 08:00 Founding Pi Squared 10:00 What Pi Squared solves 17:20 FastSet explained 21:25 A new category: Sets 27:35 AI & the coming explosion 31:30 Why Web3 isn’t daily yet 32:35 Biggest thing in crypto now 37:05 Educating trust in AI 40:30 Messaging on Web3 42:20 Pi Squared roadmap 43:10 OmniSet unified assets 49:05 Revenue models 52:40 Mentors & lessons 55:45 Routines & habits 58:10 Rapid fire Questions
English
jinnian.web3 retweetledi
电脑硬盘坏了，之前的资料都被清空🥹
今天休息了一天，明天电脑到了接着打狗
去年但凡有今年一半努力就好了🥲
去年是真的从不盯盘，只盯着群友😭
中文
现在出了一个新任务可以拿2分，发推
@boundless_xyz
获得超过25赞。 把你的推文放在评论区，我挨个点，大家互帮互助。 抓紧时间搞一搞。 signal.beboundless.xyz/rewards
中文
背包交易所的80u $ES 空投，4000个名额搞下👇
backpack.exchange/join/1332fbf6-…
教程如下：
1️⃣ 先完成注册和KYC
2️⃣ 满足其中一个条件：
(1) 新用户
(2) 近6个月内没交易过的老用户；
3️⃣完成任务：
(1) 存款 >200u（USDT/USDC）
(2) 合约盈利>20u
对新手来说有一个不太友好的点，就是需要盈利20u，感觉如果是小白的话，很容易造成亏损，建议backpack优化一下这个任务
对了，走我链接注册的老哥，可以dm我名字，查查自己的交易数据，目前是全返的
oooooyoung(吸吸喜气欧皇版)@oooooyoung
之前有人问，刷backpack的手续费怎么算？ 我把背包🎒的返佣设置成全返了，想刷第二赛季的可以试试👇 backpack.exchange/join/1332fbf6-… 基本我这里现在是0
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