Patience.btc

2026，请善待我 🙂

@ohyishi 帮人按电梯门这种在中国也很常见

加密行业已经被CZ搞烂了。SBF如果能被赦免，或许能给加密带来一些新思路和新机遇。他在AI上的布局确实是眼光独到很有远见。现在的市场基本上停滞了，毫无创新，只有一堆meme币和VC项目；如果在监督下给他机会，让他结合AI和加密，说不定能推动一些实质进展。爆炸头确实犯了错，但像他这样的有才华的人不多见，也许是应该考虑让他试着弥补，带领行业往前走。 CZ都能交钱来获得赦免凭啥爆炸头就不行？

@hezhiyan7 是扣掉成本后的利润吗？

Ai agent 和传统软件开发相比，虽然仍有大量安全性和不确定性的瑕疵，但想象空间最大的地方是： 一， 可以自己改进自己的源代码 二， 可以自发的寻找新的方法来实现某个目的 三， 可以自发的在开放的空间和外界其它 ai agent 进行复杂的价值交换，来完成以前传统软件根本无法完成, 也无法想象的任务。 尤其是第三点，如果在支付手段上达成共识，大量ai agent 自发的，不间断的协作，演化，这就有生命体的雏形了. 目前的 open claw 之类的工具还属于玩具，但他有潜力在现在的硬件 os 之上构建一个抽象层，变成用户和硬件交互的主要方式. 这还了得，微软和苹果绝对不可能允许这种事情发生，肯定会构建自己的 ai agent 生态，依靠自己的强大分发能力把竞争者边缘化。 尽管如此，绝大部分开发者最终结局仍然只是凑热闹的炮灰，因为他们并没有一丁点垄断性的优势，纯粹靠 ai agent 和热钱带来的多巴刺激在维持着。 未来大概率会有现在无法想象的新的商业模式可以成功捕捉价值。就像微电脑革命始于 1975年，但你完全可以冷眼旁观，躺平十一年到 1986年微软上市后再出手，再躺平 40年收获四千倍的回报。

@Lennart_up Grateful? We, who trusted you and invested real money, have ended up with nothing. Damn, crypto is full of scams.the crypto is stagnant because of scam projects like yours. Anyone who believes in these crypto concepts is a complete idiot.

I want to share some context behind the Backroom decision. It wasn’t easy. We truly loved the project we started in March last year. The original product was an onchain alpha marketplace, with ROOM as the utility token to access backrooms and curated information. One of our core ideas was to move away from token speculation as the primary project use case and instead build a product where users could make money through onchain alpha. We raised via @virtuals_io, selling 37.5% of total supply at a very low $150k FDV. The trade-off made sense at the time because of Virtuals’ staking-for-points system and the distribution Virtuals provided. In the first 3 months, it worked. ROOM reached an ATH at $22.5M, that’s over 150x from raise for people. I’m proud of that. We launched the product on @base, and people genuinely had fun. Many found profitable alpha. But when the staking system was removed, and Onchain activity dropped, it became hard to keep momentum and traction. Also: Hype moves fast, and fades just as fast. Once the flywheel breaks, rebuilding it becomes difficult. Some might have given up here or just maintained it until no one cares. However, we did not. a small but strong community of active users and creators was forming and continued iterating ideas with us. That led to our pivot: turning Backroom into an incubator and go-to-market platform. The thesis: Early projects need aligned users and trusted distribution. And users want early access and upside. Backroom had that community. It felt like a natural fit. The first raises executed successfully. So much that @AerodromeFi recognized our effort and joined forces with us as the liquidity hub for launches. However, the model proved highly time-intensive. Curating quality raises requires deep sourcing, due diligence, and alignment with the right teams. That process does not scale easily. At the same time, market conditions deteriorated. Teams delayed launches. Onchain activity declined. Competition among launchpads intensified. Finding strong projects became increasingly difficult. Return on effort and investment declined for the Backroom team and our community. But we still continued iterating. The builder coin thesis was the final structural attempt: pricing builders instead of single products, allowing multiple shots at product–market fit. We held advanced discussions with multiple capable teams and came close (2 times very close) to several launches. But ultimately, timing and priorities did not align. Over the past months, meaningful ROI did not materialize while operational costs persisted, and activity within the Backroom ecosystem declined further. At some point, structural reality becomes clear: If the market does not naturally pull a product forward, forcing it will not create traction. Continuing simply to keep it alive would be a misallocation of time and capital. Not everyone will agree with this decision. That is understood and natural. But building in crypto means operating in open markets. Markets validate, or they don’t. Backroom delivered real outcomes: People found alpha. People made profits. We built, tested, and executed multiple models under real conditions. I’m grateful to everyone who participated in the journey and the friends we made along the way. We take the lessons and will build again. On to the next chapter. Hope to see you around. 🤝🟦

@VitalikButerin Take a look at @0xFacet ， this is what you want.

There have recently been some discussions on the ongoing role of L2s in the Ethereum ecosystem, especially in the face of two facts: * L2s' progress to stage 2 (and, secondarily, on interop) has been far slower and more difficult than originally expected * L1 itself is scaling, fees are very low, and gaslimits are projected to increase greatly in 2026 Both of these facts, for their own separate reasons, mean that the original vision of L2s and their role in Ethereum no longer makes sense, and we need a new path. First, let us recap the original vision. Ethereum needs to scale. The definition of "Ethereum scaling" is the existence of large quantities of block space that is backed by the full faith and credit of Ethereum - that is, block space where, if you do things (including with ETH) inside that block space, your activities are guaranteed to be valid, uncensored, unreverted, untouched, as long as Ethereum itself functions. If you create a 10000 TPS EVM where its connection to L1 is mediated by a multisig bridge, then you are not scaling Ethereum. This vision no longer makes sense. L1 does not need L2s to be "branded shards", because L1 is itself scaling. And L2s are not able or willing to satisfy the properties that a true "branded shard" would require. I've even seen at least one explicitly saying that they may never want to go beyond stage 1, not just for technical reasons around ZK-EVM safety, but also because their customers' regulatory needs require them to have ultimate control. This may be doing the right thing for your customers. But it should be obvious that if you are doing this, then you are not "scaling Ethereum" in the sense meant by the rollup-centric roadmap. But that's fine! it's fine because Ethereum itself is now scaling directly on L1, with large planned increases to its gas limit this year and the years ahead. We should stop thinking about L2s as literally being "branded shards" of Ethereum, with the social status and responsibilities that this entails. Instead, we can think of L2s as being a full spectrum, which includes both chains backed by the full faith and credit of Ethereum with various unique properties (eg. not just EVM), as well as a whole array of options at different levels of connection to Ethereum, that each person (or bot) is free to care about or not care about depending on their needs. What would I do today if I were an L2? * Identify a value add other than "scaling". Examples: (i) non-EVM specialized features/VMs around privacy, (ii) efficiency specialized around a particular application, (iii) truly extreme levels of scaling that even a greatly expanded L1 will not do, (iv) a totally different design for non-financial applications, eg. social, identity, AI, (v) ultra-low-latency and other sequencing properties, (vi) maybe built-in oracles or decentralized dispute resolution or other "non-computationally-verifiable" features * Be stage 1 at the minimum (otherwise you really are just a separate L1 with a bridge, and you should just call yourself that) if you're doing things with ETH or other ethereum-issued assets * Support maximum interoperability with Ethereum, though this will differ for each one (eg. what if you're not EVM, or even not financial?) From Ethereum's side, over the past few months I've become more convinced of the value of the native rollup precompile, particuarly once we have enshrined ZK-EVM proofs that we need anyway to scale L1. This is a precompile that verifies a ZK-EVM proof, and it's "part of Ethereum", so (i) it auto-upgrades along with Ethereum, and (ii) if the precompile has a bug, Ethereum will hard-fork to fix the bug. The native rollup precompile would make full, security-council-free, EVM verification accessible. We should spend much more time working out how to design it in such a way that if your L2 is "EVM plus other stuff", then the native rollup precompile would verify the EVM, and you only have to bring your own prover for the "other stuff" (eg. Stylus). This might involve a canonical way of exposing a lookup table between contract call inputs and outputs, and letting you provide your own values to the lookup table (that you would prove separately). This would make it easy to have safe, strong, trustless interoperability with Ethereum. It also enables synchronous composability (see: ethresear.ch/t/combining-pr… and ethresear.ch/t/synchronous-… ). And from there, it's each L2's choice exactly what they want to build. Don't just "extend L1", figure out something new to add. This of course means that some will add things that are trust-dependent, or backdoored, or otherwise insecure; this is unavoidable in a permissionless ecosystem where developers have freedom. Our job should make to make it clear to users what guarantees they have, and to build up the strongest Ethereum that we can.

@BTCdayu 下一轮依然有 减半，熊了很久等等。。。

上一轮熊市的时候，当时在最低位置赶抄底，主要是摆在我前面有好几个重大利好。 比如etf通过，减半，熊了很久等等 下一轮呢？靠什么，兄弟们？ 现在不是微策略，而是其他高位买币的公司，开始陆续卖币了。比如gme

@0xhiger 同为生涯最大难度的一次🥲

跌到这里才能看清自己的幼稚与不足，想起cz之前说到的“超级周期”，相信很多小伙伴还买过“超级周期”的中文meme，只可惜我们没有清醒认识到别人是开“赌场”的，咱们是没能力谈“超级周期”的，上一个谈论“超级周期”的三件箭资本在市场里早已没了声音。 好币不代表一定能涨，超级周期也不代表现在就会上涨，这个过程中的任何买入行为，都是我们心理不堪承受之重。 这个周期也成为海哥生涯最大难度的一次。

@0xYond 现在情况是跟2019年很像，很多项目方搞不下去了，很多人才离开这个行业。

我21年进圈，22年3月入行，经历了22-23年的熊市，一直到现在，我觉得这轮熊市我是有危机感的。我觉得这轮熊市跟上一轮的几个不同点： 1) 项目方也没钱了。 22-23 虽然价格熊，但是找工作还是好找的。那会 Crypto VC 因为退出周期比 IPO 短，正在风投圈兴起。很多项目方在熊市都靠投资人活得很滋润，每天 Space Discord 活动做得飞起。 我22年入行，最高记录同时给5个项目方/社区/VC打工。那时候工作非常好找，英文好写作好就能有不少的工作机会。现在进来的人多了很多，Crypto VC 该发币退出的都退出了，发不出币的也都清盘了。项目方没了投资人输血，靠真实业务赚钱的可能不到1%，这1%还会被熊市惨淡的交易活动影响，收入缩水。 如果你是25-26入圈的兄弟，假设你的硬实力/背景过关（跟我当年一样）现在打工，还得靠行业经验+熟人网络。如果我是你，我会超级绝望，还好我积累了几年不错的工作经验。 2) 理财难度增加了。 就像我昨天发的，现在的DeFi对治理/贿赂/激励越来越不看重了，好像只剩下存款能玩。22-23 那会每天都能找到些矿/盘子玩，只要IQ过关是可以活得很舒服的。22年1-2月份我就专门找tomb fork来玩，2个半礼拜将4000刀滚到20000刀。 现在Pendle这种直接把盘子给你端走了，对协议的理解已经不能让你站在食物链顶端赚钱了。你智商再高，也只是用户群体里比较高阶的，而项目方看重的是跟机构接轨，跟主流资金玩，散户你再有钱能有几个钱？ 21-22年因为有 Anchor/UST，那会稳定币理财对标的都是20%，盘子越大越不容易崩盘，每天都挖得爽飞了。现在都在拥抱合规，存USDC/USDT，赚个8%年化，积分还要看狗项目方的脸色 3) 撸毛难度也在飙升。 我入圈真正赚到的第一桶金是靠肝 Discord 白名单，再靠场外群变现，那会应该是撸毛版本的最初形态。后面有堆号/堆机器的玩法，甚至有撸毛工作室。再到现在，项目方几乎不看测试网的数据了，测试网投入再多烧再多的gas都不如去建设「社区」，所以我24年做了小熊之家，也是我目前在crypto career里的高光时刻。 结果证明我是对的。就是因为撸毛带来太多低质用户和机器人，项目方直接把这条路砍了。想要参与一级分配，要么去build社区，要么去存钱，要么去嘴撸。项目方也精得很啊。撸毛用户画像的改变也是体现了投资人对项目方的不满意，搞一堆虚假繁荣的测试网数据。无脑刷交互的版本已经过去了。 现在已经不是1011带来的流动性问题了，是行业红利全面都在萎缩，拥抱大资本，个人力量再消退。从25年2月份开始我就在危机感中度过，到现在大跌这刻终于能把我的真心话说出来了😭

@TechFlowPost 你就是一条舔狗！

Star早起，剑指币安。 认为 10 月 11 日加密闪崩是币安不负责任的 USDe 理财活动导致的。 总结一下就是： 币安提供12% USDe年化收益并允许其作为保证金，引发用户将USDT/USDC大规模转换为USDe。 用户利用规则进行循环借贷（Looping），人为制造高达70%+的年化收益，导致系统性风险隐蔽积累。 市场波动触发USDe脱钩，引发WETH、BNSOL等资产的连环清算，造成全球范围内的严重亏损。

@Lennart_up @useBackroom $Room is going to 0 bro.

@thecryptoskanda @heyibinance 他们的交易数据敢接受监管吗？

@heyibinance 82个全球主要股市，75个加起来交易量都没有币安多 不知道究竟是谁出了问题

想要Exchange the world，推动世界变化时，往往会伴随着大量讨论、质疑和不同声音。这并非某一个行业独有，而是所有结构性变革在历史中反复出现的过程。围绕加密行业与币安的讨论来源复杂，既有市场周期带来的情绪波动，也有不同商业竞争与模式、立场的分歧。 与已经经历了数百年甚至上千年发展与用户教育的传统资产相比，加密行业仍然处在相对早期阶段，波动和争议在所难免。站在这个历史的转折点，黄金和白银的FOMO并不意外，由于时间滞后效应，属于我们的比特币（数字黄金）时代终将到来。 没想到推特几年后变成了和几年前微博一模一样，希望所有社区的朋友们在吃瓜之余，自己做好独立判断与风险管理，保管好自己的资产，DYOR。

@0xAA_Science 又当又立，把币圈搞的乌烟瘴气，吃相太难看！

都是 cz 的错？ cz 干啥了

@xingpt 风水会轮流转。

这句话是真的：如果你在30天前买了白银 那么你的收益比四年前买了eth拿到现在的人还多 If you bought silver 30 days ago, then your returns would be higher than those of someone who bought ETH four years ago and held it until now.

真心觉得纳瓦尔宝典讲的更接地气，不贩卖焦虑。

@dotey 用过codex, cc，gemini，确实codex写的代码最稳，基本上都是一次通过。

我现在写代码尽量用 Codex，其他任务用 Claude Code。 Codex CLI 虽然不好用，但是模型好，写代码稳，并且 Token 量大。 Claude Code 好用，模型写代码不如 Codex，但是通用任务执行的更好。 这里其实 OpenAI Codex 团队是要反思一下后续走向的，空费了这么好的模型，整天做些华而不实的更新。

@a1lon9 what a shit! fxk

I meant Q4 2026 btw.

负债四百万，是怎么熬过来的？ 这两天很多人在评论区问我这个问题，我能感觉到很多人正卡在这个阶段。 那段时间，我每天早上醒来的第一件事就是拿POS机刷卡。 然后对每张卡的还款日，可用额度，基本上每天都要花大半个小时把这60多张卡过一遍。 有时候怎么算都倒不过来，只能去借利息更高的网贷，网贷还有一些额度可以做周转成为了自己最大的安全感。 现实生活中也很难找到理解自己的人，基本上都躲的远远的，很多亲戚朋友都害怕收到我的信息。 所以给自己找了几个比较管用的止疼药。 第一个是看别人的失败史。 每当自己陷入自我怀疑、自我否定的时候，就去看看《大败局》，去看看那些人是怎么赶上改革开放的红利后，又在中年后被欲望按在地上摩擦的，因为这种阶段看别人如何失败比看成功要有用。 看多了以后，就一点点说服自己，按我那种经验主义+上头的打法，现在破产，总比四十岁后破产要幸运的多。 第二个是用时间换空间。 那段时间我会反复想象五年后的自己的画面：就算现在收入很少，甚至入不敷出，只要做的每件事都是正确的，随着时间的推移，自己的能力和未来做的生意规模都会一点点变大。 等有一天到临界值时，这点债务也就不是什么事了。 就像小时候总觉得写不完作业、上学迟到是天大的事情，长大以后再回头看，什么都算不上。 这种主动想象的积极信念，给了我低谷的时候很大的希望，因为人在低谷里，最怕的不是困境，而是看不到任何希望。 第三个是真实地面对自己。 那段时间，我被迫停下来，我才可以逐渐去思考过去那些看起来很正确的重大决策，去看到底自己当时在想什么？为什么会那样上头？ 而这些选择背后，到底是对自己能力边界不够清晰，欲望大于了能力，还是对商业不够敬畏？ 越往回看，画面就越清晰，因为当自己能看见问题的时候，问题就已经解决了一半。 第四个是重建自己的认知系统。 我当时是做了一个决定，先默认过去那套认知都是错的。从零开始给自己重建一套原则系统，每一条原则都要尽量追问到第一性，因为加进来容易清出去特别难，会不经意间进入自己的潜意识。 我给自己定的标准是：先少，不要多。先把100%一定正确的原则，变成自己的核心信念，并练成自己的本能。 这么做一段时间后发现，运气会越来越好，其实能把一定正确的事情做到，就已经甩开绝大部分人了。 现在回头看，低谷期带来的首先不是成长，而是很多的痛苦。 会容易反复陷在恐惧、焦虑、自我否定里，觉得整个人都要被这些情绪淹没。 但我后来慢慢意识到：这些情绪，本质上都是能量。 当你一点点地可以从情绪里跳出来，以观察者的视角看自己，觉察力就会慢慢长出来，你也就有机会把这些能量变成燃料，去修炼成更强版本的自己。

挺多道理感同身受。

@Airdrop_Guard @variational_io 开平仓的点差亏损怎么破? 亏损补贴覆盖不了这块的损失的

⌞ 秘籍分享 ⌝ 本周，我无风险赚了 2100 美金，还白嫖了价值 5000U 的 @variational_io 积分，今天把秘籍给大家无私讲出来 上周，我兵分三路，子午谷奇谋都用上了：大币种刷交易量，小币种套资金费率，小 IO 币种手续费猛干，总交易量 22M，小币种占 3M，预期拿 600 分，结果今早显示 169 分，我懵逼了 🍉 数据是真实的，目前 Variational 就是卷中卷，虽然我本周盈利 2100U 是负成本，但冷静思考后，给兄弟们无私分享 3 个秘籍，帮助大家负成本拿分 🔹秘籍一（暴击） Variational 最大的特点是 “未成年人退款” ，本周我暴击了 2 次合计 2100U 的亏损返还，爽到起飞 我会每天养一批小币种仓位，确保 Var 同时有 long + short 单，只要市场波动，肯定会亏损，每天刮彩票平掉亏钱的仓位，触发一天 3 次的未成年人退款，就是我盈利的核心，配合套利，我每周都在赚大钱 🔸秘籍二（剑谱） 套利是每天都有的机会，这个就像种田，每天都有利润，很舒服 比如：昨天 BTC 的价差是 130U，我在 Var 和 Lighter 对开，今早 90 U价差的时候平仓，8 个 BTC 就赚了 320U，又刷了交易量，又赚了钱，免费拿了打火机和 Var 的积分 两个美女，左拥右抱，舒服了 🔹秘籍三（心法） 我们玩 Perp 一定是要赚钱，今天我就是在合约上种田，特别是 Variational 更是持久战马拉松，还有 8 个月才结束积分，如果你用烧钱的方式去拿积分，那这不是撸毛，而是在赌博，请出门左转去炒币 坚持 -- 跨平台 0 风险对冲 + 套利赚钱拿分 ✅总结 本周版本更新，大家都能看到用邀请码后，自己获得的积分加成了，我的是 12% 加成，能让大家更高效率拿分，初始还有 VIP 等级，比新号效率高多了（我手续费 100% 返还，务必记得找我登记） ⭐⭐⭐内测邀请码：OMNICOOKIE 2026 撸好 Perp ，这一定是个丰收年，兄弟们，相信自己，勤奋+智慧一定能拿到大结果，这是肉眼可见的 加油，一起暴富