jy⛩️❤️ $MON

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jy⛩️❤️ $MON

jy⛩️❤️ $MON

@jy4134

GM. Discord ID: jy4674

Web3 Katılım Temmuz 2022
1.5K Takip Edilen962 Takipçiler
Paul
Paul@pauliepunt·
Better banking runs on stablecoin rails: Love to see Augustus get conditional approval for a full national bank charter from the OCC, making Augustus the 8th de novo US national bank since 2010. bullish on @FerdiDabitz, bullish on Augustus.
Ferdinand Dabitz@FerdiDabitz

1/ There is so much to be said about the bank charter, the approval and how we’re re-thinking clearing for the AI era. But first, I wanted to take 2 minutes to talk about why “Augustus”.

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ultra
ultra@0x_ultra·
fc XPL
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Star_OKX
Star_OKX@star_okx·
No complexity. No accident. 10/10 was caused by irresponsible marketing campaigns by certain companies. On October 10, tens of billions of dollars were liquidated. As CEO of OKX, we observed clearly that the crypto market’s microstructure fundamentally changed after that day. Many industry participants believe the damage was more severe than the FTX collapse. Since then, there has been extensive discussion about why it happened and how to prevent a recurrence. The root causes are not difficult to identify. ⸻ What actually happened 1.Binance launched a temporary user-acquisition campaign offering 12% APY on USDe, while allowing USDe to be used as collateral with the same treatment as USDT and USDC, and without effective limits. 2.USDe is a tokenized hedge fund product. Ethena raises capital via a so-called “stablecoin,” deploys it into index arbitrage and algorithmic trading strategies, and tokenizes the resulting fund. The token can then be deposited on exchanges to earn yield. 3.USDe is fundamentally different from products such as BlackRock BUIDL and Franklin Templeton BENJI, which are tokenized money market funds with low-risk profiles. USDe, by contrast, embeds hedge-fund-level risk. This difference is structural, not cosmetic. 4.Binance users were encouraged to convert USDT and USDC into USDe to earn attractive yields, without sufficient emphasis on the underlying risks. From a user’s perspective, trading with USDe appeared no different from trading with traditional stablecoins—while the actual risk profile was materially higher. 5.Risk escalated further as users: •converted USDT/USDC into USDe, •used USDe as collateral to borrow USDT, •converted the borrowed USDT back into USDe, •and repeated the cycle. This leverage loop produced artificial APYs of 24%, 36%, and even 70%+, widely perceived as “low risk” simply because they were offered by a major platform. Systemic risk accumulated rapidly across the global crypto market. 6.At that point, even a small market shock was sufficient to trigger a collapse. When volatility hit, USDe depegged quickly. Cascading liquidations followed, and weaknesses in risk management around assets such as WETH and BNSOL further amplified the crash. Some tokens briefly traded near zero. The damage to global users and companies—including OKX customers—was severe, and recovery will take time. ⸻ Why this matters I am discussing the root cause, not assigning blame or launching an attack on Binance. Speaking openly about systemic risks is sometimes uncomfortable, but it is necessary if the industry is to mature responsibly. I expect there may be significant misinformation and coordinated FUD directed at OKX in the near future. Even so, speaking honestly about systemic risk is the right thing to do—and we will continue to do so. As the largest global platform, Binance has outsized influence—and corresponding responsibility—as an industry leader. Long-term trust in crypto cannot be built on short-term yield games, excessive leverage, or marketing practices that obscure risk. The industry needs leaders who prioritize market stability, transparency, and responsible innovation—not a winner-take-all mentality where criticism is treated as hostility. Crypto is still early. What we choose to normalize today will determine whether this industry earns lasting trust—or repeats the same mistakes again.
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Nathan
Nathan@proofofnathan·
Trillions fr fr this time I swear (srs)
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Paul
Paul@pauliepunt·
But why
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CJ_Blockchain, CFA
CJ_Blockchain, CFA@nbblock·
资金体量从A4-A7的人当前应该做什么,Crypto顶级套利大神 @Cbb0fe 给的建议👇👇👇: 如果你有 $1000:x.com/Cbb0fe/status/… $10K:x.com/Cbb0fe/status/… $100K:x.com/Cbb0fe/status/… $300K:x.com/Cbb0fe/status/… $500K:x.com/Cbb0fe/status/… $1M:x.com/Cbb0fe/status/… $3M:x.com/Cbb0fe/status/… 看完后核心思想其实就是寻找不对称机会,控制风险,然后CBB把这套思想落地到了可以实操的执行层。
CBB@Cbb0fe

If I had $1M in crypto now, I would: 1. Be full-time crypto 2. Move to a city where cost of living is not too expensive 3. No memecoins, no leverage. Ever. 4. Allocate $500k stablecoins in DeFi at 5-7% to cover my expenses that I NEVER touch 5. Allocate $250k to farm @tradexyz: volume is still low and upside looks big to me as on-chain tradfi is just emerging 6. Allocate $50k into a sybil farm with 200-500 wallets and forcing myself to spend 2h/day doing things + automating + hunting new opportunities 7. Keep 200k USDC/USDT on Aave ready to ape good coins such as $HYPE or $PUMP during bloody days when people are being liquidated The goal: survive long enough to catch asymmetric bets while never worrying about paying bills.

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0xSun
0xSun@0xSunNFT·
CBB这篇文章非常有趣,讲了他如何从2020年开始狙击Uniswap上的新币的故事,他在大学教IT的兄弟负责技术,他则找项目和卖出代币,从小资金开始,最终实现超过50M利润。虽然篇幅比较长,但是行文很流畅,好像一个朋友在分享他的经历,读起来挺舒服。 我对他写的内容非常有共鸣,第一个原因是,他分享的经历截止到2021年夏天,而我也正是在那个时候逐渐接触到区块链和币圈,第二个原因是,刚进圈的我也和他一样,是小资金玩家,通过类似的方式,慢慢积累到了第一桶金。 我最初接触币圈,是2021年读研一的时候,不知道从哪里听说了“HTMoon”,就摸索着下载了钱包,买了1000RMB的HTMoon和500RMB的猪猪币Pig,没几天就涨到了两三万R,当时一度觉得自己是交易天才,还准备长拿三四年。 之后一段时间,就和无头苍蝇一样,在各个网站看币圈讯息,什么币喊的人多就去买一些,完全没有自己的逻辑,结果自然是折腾来折腾去钱越亏越少。 非常幸运的是,因为我最开始就是用钱包从DEX买土狗币,所以对于币圈的认识不仅仅局限在交易所内的山寨,也花了比较多的时间去研究BSC链上的土狗。一次偶然的机会,在某个币的TG群认识了弘哥,发现他经常知道什么币热度高,于是就加了他,学到了很多东西,例如怎么找早期项目,怎么大概判断项目质量。 也是从那时候开始,我意识到想要赚钱,必须要有自己的优势,可以是技术,可以是认知,也可以是信息。否则在一片混沌的市场中,盲目买卖和赌博没有本质区别。 和现在相比,当时的环境堪称傻瓜模式,你只需要多付出一点点努力,就能超过很多人。那时候很多BSC上的土狗币预售,只要打进去开盘就能赚5~10倍,甚至出现过Babydoge,Minidoge这种千倍万倍的超级金狗。而想顺利抢到开盘,压根不需要脚本,只要用小狐狸提早2~3秒发送16进制数据就可以了。 这并不是因为那时候的玩家比现在笨,而是市场整体不够成熟,尤其是链上,属于极早期,处处是风险,也处处是机遇。我记得我最早听说过的Bot是“买土狗”和“hong”,那批用户后来很多都成为了狙击大神,经常霸榜新币的前排。 那段时间,也正好是NFT的飞速上涨期,我购买的第一个NFT是Lazy Lions,按现在的定义算是BAYC的仿盘,因为觉得BAYC太贵了,所以选了画风相似又比较帅的狮子。我最开始购买的时候,还因为直接在Opensea输入名字,买到了假的系列,万幸又重新去买了真的,不到一个月的时间,地板价翻了10倍。 就这样,靠着NFT和BSC上的土狗,从6月到10月,我用进圈时的几万块,赚到了人生的第一个一百万。而牛熊转变,也正在悄然酝酿,当时的我并不会知道,BTC再次触及$69000,已经是近三年后的事情了。 11月开始,市场直转急下,BSC上的土狗也每况愈下,预售亏钱破发频频出现,我意识到不能再将此作为主要的参与方向。因为正好有交易NFT的经验,一番考虑后,我加入了猫群,并且把重心转移到了NFT。也正是在猫群,我认识了紫菜和民总,后来他们成为了我在币圈合作最多的人。 此后几个月,NFT最流行的都是肝白模式,需要在Discord里聊天、创作、完成各种任务,或是抽奖拼运气,才能拿到白名单,这种模式更利于擅长组织管理的工作室,我并没有什么优势,只是自己搞了20个DC账号,尽量增加拿到白单的概率。但当时的NFT市场非常Fomo,一个白单能带来的利润通常就高达几个ETH,换算成RMB是大几万,对于当时的我而言,已经是非常不错的收入。我也购买了自己的第一个蓝筹NFT:Doodles,并且在肚兜群认识了非常多币圈好友,直到现在,还有近1/3群友来自当时的肚兜群。 肝白模式的弊病显而易见,大部分白单最后往往流入工作室和老鼠仓手中,属于纯粹的抛压,而市面上的NFT项目越来越多,二级买量被分散,再加上项目方定价越来越高,此消彼长之下,利润空间就越来越小。其实不难发现,每个赛道红利的衰减,基本都符合相同的规律,工具越来越普及,后信的人慢慢成了先信的人,财富效应也就逐渐减小了。 转机出现在2022年春节后,越来越多高质量NFT项目选择了直接Mint的方式发售,而当时的我经过大半年的摸爬滚打,收集信息和分析项目的能力都大有进步,通过各种工具软件和消息渠道,我经常能发掘出早期项目,并正确判断是否存在利润空间。相对二级交易,这种参与链上一级市场的思维,在当时算是比较领先的,也因此,我的推特和交流群都逐渐有了名气。 将投资/投机拆解开,核心就三步,获取信息、做出判断、正确执行。当时我的前两步已经做的不错,为了进一步扩大优势,我开始研究如何在执行层面优化,这也正是CBB的长文让我最感同身受的地方。从最初摸索着在Etherscan上通过合约Mint,阅读智能合约代码了解相关信息,到学习使用Mintech、MetaSniper、Thunder等Bot,再到尝试各种节点和服务器实现零区块Mint,背后是许许多多足不出户的日子。 我最出名的NFT战绩应该是Doge Club,成功判断了项目方的公售逻辑,抢到了2000个,最后获利100多ETH。虽然这几十万U的利润现在看来不算太惊人,但是放在图狗时期已经非常夸张了。这也是回想起来我觉得很幸运的一点,参与NFT一级市场,虽然单个项目利润往往不会太高,但是亏损也非常有限,盈亏比十足,很适合小资金逐步积累。 另外不得不提的是,Abot也始于NFT时期,用户基础从几个群的群友开始,逐渐称霸中文区。到后来,无论是铭文还是Meme币交易,Abot都表现卓越,甚至直到现在,大部分交易Bot都沿用了Abot监控、看板、交易一体化的设计。A神选择激流勇退,对用户是遗憾,对他自身则是圆满收尾了。 2022年5月,猴地发售结束后,我出售了大多数Mint到的土地,并用部分利润以160E的价格买了一只BAYC,当时的地板价,相比起我刚进入币圈第一次看到这些猴子图片的时候,已经上涨了130倍。彼时彼刻的NFT,是真正的人声鼎沸,各界名流纷纷入场,甚至上市公司都购置无聊猿以显潮流,人们满怀对元宇宙的憧憬,讨论着自己能不能在仅有一万块的猴地核心区分得一席之地。只有极少数人能意识到,这场华丽演出恰好标志着一场宏大叙事由盛转衰,一年后链上的重心将彻底从NFT转移到Meme币,而新世界的大门,已经悄然向我打开。
CBB@Cbb0fe

x.com/i/article/1985…

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oooooyoung(吸吸喜气欧皇版)
卧槽,币安打新第五期 $kilo IDO,也是币安领投的项目,你就说你捡不捡钱吧 6点开始,到现在 @BinanceWallet 公告没出,莫不是冷开? 网站已经扒出来了,跟上期 shell 的差不多👇 pcswap.org/ido/kiloex 上期shell收益170u,这期 $kilo 看到多少卖? PS:也可以等官方公告上线,从币安钱包首页进入 #Binance
oooooyoung(吸吸喜气欧皇版) tweet media
oooooyoung(吸吸喜气欧皇版)@oooooyoung

第一期 SHELL 单号300u 第二期 BMT 单号60u 第三期 BR 单号120u 你就说第四期 $PARTI 的币安钱包认购你捡不捡钱吧? 这次仅开放一个小时,时间是下午 18:00 - 19:00 Particle network 融资了2350万,本身币安 YZi labs 也参投了,做链抽象基础设施的赛道龙头

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