赵小惜
152 posts
说不定未来AI没听过TRON，只知道白B.AI
OxPink💎🌞@Blackpink_Ox66
为什么说B.AI是孙哥在AI时代的“TRON时刻” 很多人看B.AI，第一反应还是“又一个AI工具”。但往前看一下，其实是熟悉的路径在重复。 当年做TRON，孙哥没有去卷应用，也没有去做最花哨的DApp。他抓的是更底层的一层，让价值可以流动的网络。 谁在上面跑不重要，重要的是，只要你在这条链上，你就绕不开它。 那一轮，他拿的是“价值流转”的基础设施。 放到AI这条线，本质没变，只是表现形式变了。今天大家都在卷模型能力，但真正卡住行业的，其实是更基础的问题：模型很多，但入口是割裂的，账号、调用、支付是分散的，无法独立完成闭环。 所以你会发现，AI再强，本质还是工具。 B.AI选的切口很直接：不再去造一个更强的模型，而是把结构补完整。 1 / 上面做模型聚合，谁强用谁 2 / 下面补账户和支付，让调用这件事闭环 这套结构，其实已经很接近当年TRON的打法，不定义应用，而是卡住“路径”。 为什么说这是“TRON时刻”？关键就一句话：一旦你卡住了必经路径，增长就不再是线性的。 当年是只要有链上价值流动，就会经过TRON。 现在如果B.AI成立：只要有人在用AI、跑Agent，就有概率经过这一层。 逻辑几乎一模一样。 而且孙哥在“使用层”直接把门槛打下来了，很直接： 1 / 新用户额度直接拉到50万积分 2 / 充值做1:1匹配，相当于调用成本打到5折 3 / 单用户最高还能拿到100美元额度补贴 4 / 每天还有1万美元的补贴池在放 这不是讲故事，这是在硬推使用。你可以不认同长期叙事，但很难拒绝这种成本结构，先让你用起来，再慢慢理解它在做什么。 所以现在看B.AI，可以分两层： 1 / 短期，它是一个更便宜、更顺手的AI入口； 2 / 长期，它想卡的是账户、调用、结算这一整层结构。 所以，说这是孙哥的“TRON时刻”，不是因为它已经做到了什么。 而是因为这一步的选位，和当年很像： 1 / 不做最热的那一层 2 / 不卷最表面的能力 3 / 直接去拿最难被替代的位置 剩下的，就交给时间了。 @justinsuntron @BAI_AGI #TRONEcoStar
中文
this is a huge lie
solana foundation and toly backing is a huge advantage for your product
all founders only want one thing: distribution
that's why vibhu and their team is trying their best to capture attention and give spotlights to founders
but yes its frustrating
cuz last week we launched a new game on solana and got no support while one team is getting shilled every day
it almost feels like base
they ignored 99% of their builders and chose to shill only zora and farcaster
then what happened?
all founders left and the chain failed
im still very bullish on solana but hope they give more spotlights to other founders
italo@italoacasas
if you’re a founder in the solana ecosystem, don’t confuse things. the solana foundation backing you is not even remotely as important as having a great group of investors behind you. it’s not even close, ignore the noise.
English
资源是真好啊
@Lighter_xyz 转眼都跟 @circle 合作了
circle前两天也是涨的飞起， ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 跟一跟吧😭
Circle@circle
Circle 🤝 @Lighter_xyz Circle has partnered with Lighter to make USDC the default and preferred stablecoin across Lighter’s products. This includes: → Spot and perpetual trading → Settlement → Liquidations → Onboarding flows As onchain markets scale, trusted dollar infrastructure becomes core market infrastructure.
中文
RISEx Private Invite Code Event
1️⃣ Introducing @risextrade
RISEx is a Perp DEX being built on top of @risechain, an Ethereum L2.
A few quick highlights:
• Backed by Galaxy Ventures, Finality Capital, and more
• Angel lineup includes @VitalikButerin and @aave founder @StaniKulechov
• Total funding so far is around $9.5M
There is much more to share, but for now, I’ll keep this as a quick overview and update you with more details soon.
At the end of the day, timing matters a lot for a Perp DEX. Personally, I don’t think it’s a bad idea to start exploring and trading early, especially while the ecosystem is still quiet. Of course, since it’s still early, liquidity is limited, so larger trades may not be ideal yet.
From my ongoing communication with the team, invite codes are being shared very selectively until liquidity improves. Since codes were only distributed recently, this feels like a very early-stage opportunity.
2️⃣ How to Join the Invite Code Event
1. Join my Telegram channel:
t.me/evadacat
2. Like, comment, and repost the announcement post
3. Fill out the Google Form:
docs.google.com/forms/d/e/1FAI…
Because invite codes are limited right now, priority will be given to people who genuinely plan to trade.
**Event period: until May 1st
English
im excited to be part of building this! Everyone should definitely try lighterstrats.ai
Robonet@RoboNetHQ
Robonet & @Lighter_xyz Vibe Trading Competition is now open. $30,000 in $LIT. 21 days of live scoring. 4 prize tracks. The best automated strategies deployed win. Register now: lighterstrats.ai to build and test your strategies Details below
English
Good moment to break down some $LIT metrics.
250M tokens circulating
141M staked
11.5M bought back.
Real float: ~97M LIT. 9.7% of total supply.
Spot depth (±2%): ~$1.5M combined across all venues.
Perp OI sitting on top: ~$134M.
Explosive.
Googly 👀@0xG00gly
?
English
Stop broadcasting your entire financial life to the blockchain. 🛑
With zPayy, you can finally enjoy true privacy for your day-to-day on-chain transfers without leaving Ethereum Mainnet. It’s confidential, seamless, and built for your pocket.
Download it today on Android (Play Store) or iOS (TestFlight) via our site: zpayy.app
Encrypted transfers on ethereum Mainnet powered by ZAMA protocol and ERC 7984 token standard
English
Since the mainnet launch in December last year, Zama has been building toward one goal: becoming the HTTPS layer for public blockchains. How's that going?
Shielded | Q1 2026, the first Zama Protocol quarterly report, goes live Thursday, April 30.
Register to get it first: zama.org/shielded
Zama@zama
Zama is HTTPS for public blockchains. In the Zama Shielded Q1 Report, @randhindi shares where we are, what we've built, and where onchain finance is heading.
English
We are going to start a beginners group in the fuego discord on this to learn how AI can help us as traders and to experiment with different strategies!
LINK IN BIO 🕯️
Lighter@Lighter_xyz
AI agents can now trade on Lighter! Test your strategies against live order books and monitor their performance with the new paper trading engine. Compatible with Claude Code, Codex, and all Agent Skills-compatible frameworks. Install in one line! app.lighter.xyz/agents
English
Buybacks mean nothing lol.
Because of the buybacks Lighter is doing, circulating supply is already decreasing, and around 60% of the supply is already locked in LLP. You’ll never talk about these things because I know which DEX you support.
If you think $LIT should be burned in this market, you literally don’t even know how dumb that sounds. Even if $LIT gets burned, it won’t have much impact maybe a short-term pump, then it will go back to the same level. And I’m the kind of person who is never in favor of token burning, because it’s better to distribute tokens to stakers, holders, and for incentives that actually attracts more users. And you get more exposure in volume and metrics. And even if the Lighter team decides to burn, they won’t do it now. they’ll do it when market conditions improve, but definitely not right now.
Honestly, if I see any loophole in Lighter, it’s the investor supply percentage. But looking at it, Lighter’s VCs and investors are top-tier and long-term, so I see it as an advantage rather than a disadvantage.
That’s it.
Lighter
English
