Seojun

11.7K posts

Seojun

Seojun

@dorio_eth

เข้าร่วม Ağustos 2017
5.1K กำลังติดตาม2.7K ผู้ติดตาม
Seojun รีทวีตแล้ว
阿尔法
阿尔法@cryptodaoyi·
Binance前 Listing Manager 亲口说: "币圈根本没人看长期。 决定价格的只有三件事。" 他两年半看了 1000+ 项目, 去年亲手支持 100 多个 token 上线。 电话会后能成功上Binance成功率 5%-10%。 我作为几个 Binance listing 项目的 advisor, 参与过项目方与币安沟通的电话会。 跟Chase虽不算熟人,但我听过他怎么判断项目。 这次Lizheng (DY:课代表立正)和Chase @ChaseWang 的访谈里的几个启发人的点: -为什么“泡沫破裂”十年没发生 -BTC 有没有“庄家信号” -稳定币为什么是核武器 -预测市场=信息资产化 -AI agent 经济为什么必须用 Crypto 我把核心观点 + 我的Research 拆成几张「认知地层图」分享👇
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Seojun@dorio_eth·
@calilyliu Lol corpo chain? What is solana then?
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Lily Liu
Lily Liu@calilyliu·
If Solana doesn’t do it Corpo chains will Corpo chains will create a Maldives of blockchain intranets. Corpo chains that spent the last few years telling us that “users don’t care about decentralization” (and therefore neither should you) That’s not the mission we all signed up for This isn’t “hubris” - it’s a call to action to double down on open systems / open communities and take an honest look at the options we have on the table
Pedr◎@Pedromiranda

Solana hasn't won. Not even close. But @Solana is the only realistic choice for building an open and decentralized financial system internet native for 5.5 billion people The others are corpo or private chains replicating what's wrong today. They can "beat" Solana. But they dont' represent the same values that Solana has today. That's why the stakes are so high.

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Junhaeng Lee
Junhaeng Lee@Junhaeng·
3년 전 저는 고파이 문제 해결을 위해 대표 자리에서 내려왔습니다. 그러나 바이낸스는 지금까지도 상환을 지연하면서, 무리한 고소를 통한 압박과 상환 의무를 회피하기 위한 부당한 시도를 계속해 왔습니다. 그리고 아래와 같이 거짓 진술을 해왔습니다.
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Seojun@dorio_eth·
@mert Maybe solana can launch alpha phase before 2030😅
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mert
mert@mert·
it is now feb 6, which means it's been 2 full years without a Solana outage (and technically 3 full years without a perf-related one) we're also now doing 2k tps on average, which would've been impossible during mass volatility not long ago job's not finished, but worth noting
mert tweet media
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Seojun@dorio_eth·
@toly Lol both of them are beta phase thankfully
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toly 🇺🇸
toly 🇺🇸@toly·
I can’t believe firedancer killed L2s
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Seojun@dorio_eth·
@toly Thank god, Sol has gone down only 54% percent from the top. Great work my lord.
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toly 🇺🇸
toly 🇺🇸@toly·
It’s incredible that combined Elon and I have launched more rockets then anyone else on the earth and sold more cell phones then Bezos and Zuckerberg
Sawyer Merritt@SawyerMerritt

BREAKING: SpaceX and xAI have just formerly announced that they are merging. Full statement from Elon Musk: "SpaceX has acquired xAI to form the most ambitious, vertically-integrated innovation engine on (and off) Earth, with AI, rockets, space-based internet, direct-to-mobile device communications and the world’s foremost real-time information and free speech platform. This marks not just the next chapter, but the next book in SpaceX and xAI's mission: scaling to make a sentient sun to understand the Universe and extend the light of consciousness to the stars! Current advances in AI are dependent on large terrestrial data centers, which require immense amounts of power and cooling. Global electricity demand for AI simply cannot be met with terrestrial solutions, even in the near term, without imposing hardship on communities and the environment. In the long term, space-based AI is obviously the only way to scale. To harness even a millionth of our Sun’s energy would require over a million times more energy than our civilization currently uses! The only logical solution therefore is to transport these resource-intensive efforts to a location with vast power and space. I mean, space is called “space” for a reason. 😂 By directly harnessing near-constant solar power with little operating or maintenance costs, these satellites will transform our ability to scale compute. It’s always sunny in space! Launching a constellation of a million satellites that operate as orbital data centers is a first step towards becoming a Kardashev II-level civilization, one that can harness the Sun’s full power, while supporting AI-driven applications for billions of people today and ensuring humanity’s multi-planetary future. In the history of spaceflight, there has never been a vehicle capable of launching the megatons of mass that space-based data centers or permanent bases on the Moon and cities on Mars require. Even in 2025, the most prolific year in history in terms of the number of orbital launches, only about 3000 tons of payload was launched into orbit, primarily consisting of Starlink satellites carried by our Falcon rocket. The requirement to launch thousands of satellites to orbit became a forcing function for the Falcon program, driving recursive improvements to reach the unprecedented flight rates necessary to make space-based internet a reality. This year, Starship will begin delivering the much more powerful V3 Starlink satellites to orbit, with each launch adding more than 20 times the capacity to the constellation as the current Falcon launches of the V2 Starlink satellites. Starship will also launch the next generation of direct-to-mobile satellites, which will deliver full cellular coverage everywhere on Earth. While the need to launch these satellites will act as a similar forcing function to drive Starship improvements and launch rates, the sheer number of satellites that will be needed for space-based data centers will push Starship to even greater heights. With launches every hour carrying 200 tons per flight, Starship will deliver millions of tons to orbit and beyond per year, enabling an exciting future where humanity is out exploring amongst the stars. The basic math is that launching a million tons per year of satellites generating 100 kW of compute power per ton would add 100 gigawatts of AI compute capacity annually, with no ongoing operational or maintenance needs. Ultimately, there is a path to launching 1 TW/year from Earth. My estimate is that within 2 to 3 years, the lowest cost way to generate AI compute will be in space. This cost-efficiency alone will enable innovative companies to forge ahead in training their AI models and processing data at unprecedented speeds and scales, accelerating breakthroughs in our understanding of physics and invention of technologies to benefit humanity. This new constellation will build upon the well-established space sustainability design and operational strategies, including end-of-life disposal, that have proven successful for SpaceX’s existing broadband satellite systems. While launching AI satellites from Earth is the immediate focus, Starship’s capabilities will also enable operations on other worlds. Thanks to advancements like in-space propellant transfer, Starship will be capable of landing massive amounts of cargo on the Moon. Once there, it will be possible to establish a permanent presence for scientific and manufacturing pursuits. Factories on the Moon can take advantage of lunar resources to manufacture satellites and deploy them further into space. By using an electromagnetic mass driver and lunar manufacturing, it is possible to put 500 to 1000 TW/year of AI satellites into deep space, meaningfully ascend the Kardashev scale and harness a non-trivial percentage of the Sun’s power. The capabilities we unlock by making space-based data centers a reality will fund and enable self-growing bases on the Moon, an entire civilization on Mars and ultimately expansion to the Universe. Thank you for everything you have done and will do for the light cone of consciousness."

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Seojun@dorio_eth·
@clayop KIMI K2.5가 돌아가지 않을텐데요;;
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조재우(Jaewoo Cho)⚡️
이 글 보고 바로 Kimi 2.5로 OpenClaw 세팅했습니다. 10년 된 레노보 노트북에 우분투 깔아서 작동시키고 있습니다.
Alis volat propriis@Alisvolatprop12

OpenClaw가 주요 AI 연구소라면 절대 하지 않을 일을 해냈습니다. Kimi K2.5와 Kimi Coding을 처음부터 완전히 무료로 풀었고, 단 한 번의 OAuth 로그인으로 MiniMax까지 추가했네요. 이 전략은 직관에 반하는 것처럼 보입니다. 대부분의 플랫폼은 사용자를 하나의 모델에 가두려고 하니까요. OpenClaw는 정반대로 움직이고 있습니다. 모델 전환을 매끄럽게 만들어 사용자가 갇혀 있다는 느낌을 받지 않게 하는 거죠. 무료로 사용할 수 있는 모델이 많을수록, 플랫폼에 대한 사용자 충성도(stickiness)는 오히려 더 높아집니다. OpenAI, Anthropic, Google이 서로 차지하려고 싸우는 것(사용자와 AI의 관계)을 한 오스트리아 개발자가 주말 프로젝트를 통해 무료로 풀어버렸습니다. 당신의 로컬 머신, 당신의 키, 당신의 데이터까지. AI의 진짜 경쟁은 더 이상 최첨단 연구소들 간의 싸움이 아닙니다. 클라우드 제공업체로부터 지능을 빌려 쓸 것인가, 아니면 당신의 하드웨어에서 직접 소유할 것인가의 싸움입니다. 기업들이 너도나도 OpenClaw 인스턴스를 구축하면서 이번 주 Cloudflare 주가가 14%나 급등했습니다. 보안 연구원들은 이 프로젝트를 "완벽한 악몽"이라고 부르지만, 12만 3천 명의 개발자들은 전혀 신경 쓰지 않습니다. "AI 연구소들이 여러분에게 팔고 싶어 하는 것"과 "개발자들이 실제로 돌려보고 싶어 하는 것" 사이의 격차가 훨씬 더 벌어졌습니다.

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Seojun@dorio_eth·
@DonAlt but why? What is the reasoning?
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DonAlt
DonAlt@DonAlt·
Mark my words, price action is gonna be infinitely better the moment Trump is gone Initial dump maybe but that'll be the bottom or very close to it
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한석준 아나운서
한석준 아나운서@hansukjoon·
X에서 팔로우가 가장 많은 한국인은 누구인가요? 연예인 빼고요.
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Hyun
Hyun@hiiihyun·
I am going to follow back the 100 followers / commenters today as a big thank you! Best if you are either interested in #trading and/or #Tech #ai #developer
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Seojun@dorio_eth·
@dcrypto 이러니 알트는 받자마자 파는게 RR이 가장 좋은 이유
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dONΞ✳️디온
dONΞ✳️디온@dcrypto·
야이 바보들아, 문제는 토크노믹스야. 요새 크립토 플젝들이 시장 분위기가 전환된 걸 실감하지 못하고 있는 애들이 많다. 프로토콜의 TVL이나 매출액이 높다는 기대감만으로 토큰 가격이 오르던 무지성의 시대는 끝났다는 걸. 돈 많이 벌어봤자 그걸로 토큰 바이백 안하고 자기들 배만 불리고 있다는 걸 사람들도 다 알아버렸거든. 요새 꽤 많은 플젝들이 "조만간 fee buyback 스위치 킨다!!" 이런 발표를 하면서 토큰 가격이 오르기를 바라는 것 같은데, 요새 분위기는 "누르기는 할꺼야? 그거 누르면 얼마나 바이백 할 수 있는데?"라는 반응들이 나오니 어떻게 해야될지 모르는 눈치랄까 프로토콜 매출이 좋다고 그게 토큰 바이백이나 소각에 하등의 도움이 안되는 프로젝트들이 엄청 많다. 나름 크립토 씬의 발전에 큰 기여를 했고, 기술도 좋고, 개발물도 좋지만 그들이 버는 돈은 팀 운영에 쓰이고 토큰 가격과는 아무런 관련이 없는 토크노믹스를 가지고 있는 프로젝트들. 대표적으로 @Uniswap 과 $UNI 그리고 @LidoFinance 와 $LDO, @jito_sol 과 $JTO, @LayerZero_Core 와 $ZRO 같은 것들. Lido는 한 때 $ETH 의 베타플레이라고 사람들이 생각을 해왔고, $JTO 는 $SOL 의 베타플레이라고 생각했으나 둘다 현재의 가격은 처참하다. Lido v3는 기관들이 자신들의 대량 $ETH 를 누군지도 모르는 밸리데이터들한테 맡기는게 싫어서 라이도를 이용하지 않는 문제를 해결하기 위해 후다다닥 나왔는데, B2B 영업은 기술이 좋다고 당장 해결되는 문제는 아니기도 하고 블록데몬 같은 곳도 기술력이 딸리는게 아니라 이게 큰 전환점이 될 것 같진 않다. 그리고 이걸로 TVL이 올라도, 문제는 그게 $LDO 의 가격 상승으로 이어질 일이 없다는 정말 븅신같은 토크노믹스는 거의 재앙 수준이다.
dONΞ✳️디온 tweet media
Lido@LidoFinance

Lido V3 is live on Ethereum mainnet, introducing stVaults: Modular staking infrastructure for builders, powered by stETH. blog.lido.fi/lido-v3-is-liv…

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