SnowCook. @Cook0x
不是投资建议 Joined June 2013-
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$AVAX 也开始DAT了，又来了一家融资5亿美金的。加上之前传出的韩元稳定币消息，这一波调整过后，应该会有不错的表现，30左右的位置开始建仓了。
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按照这个统计的话，Metamask的用户数仍然遥遥领先，不知道是不是老外统计的问题，OKX Wallet和Rabby这两个在中文区口碑最好的，都不在列表里。 所以，Metamask的估值能到多少？
Metamask发币，市场普遍不看好，其实我也不知道Wallet发币能做什么，曾经发过币的Wallet产品，基本没有能起来的，本质上是这个产品形态不太需要代币。
RWA的未来部署一定是全链全生态了，虽然以太坊仍然是最佳选择，但市场高估了以太坊承接RWA的能力，也低估了其他方案。 @Securitize 已经在Solana上代币化了价值约4500万美元的RWA资产。 AUM主要分为两部分： - BUIDL：由BlackRock管理的货币市场基金 - ACRED：由Apollo管理的私人信贷基金
个人觉得川普版本后，只适合做1.5级或者2级，哪怕再好的项目，TGE以后也有大把的上车机会。
SnowCook. retweeted
今天聊聊微策略的大策略。 微策略真是这轮周期玩出币圈最大的金蛋，不到两年时间，票面盈利超过150亿美金。 它不仅仅是股、债、币三重套利，关键是把MSTR这个股票变成传统金融里真正的比特币（近日MSTR交易量超过比特币ETF总和），可谓“借假修真”登顶之作。 Michael Saylor…
这是真的吗，赵小姐才A8，那我可要退圈了，原来这圈子赚钱都是假象，骗人🤥
一直很好奇，这类POW无敌论是怎么来的
最可悲的事情是，本周期的 DeFi 之星 Pendle 推出史诗级别的版本更新，Pendle Boros ('V3')。 这一切都被淹没在 $ACT 上线 Binance 的消息中， $PENDLE 默默上涨了5%
$ACT 上币安真的像 DeFi Summer 疯狂上defi币，时隔一个周期，换成 memecoin 被大所强上，那么就基本确定了meme season，不论你是否愿意承认。
SnowCook. retweeted
在应用上，以太坊真正的发展从来都是自下而上发生的，是开发者们不经意间做出来的，ICO时代如此、DeFi和NFT时代如此，未来也是如此。它不是Vitalik和基金会设计出来，基金会推动的是基建的扩展，确保的是在扩展的同时尽量兼顾去中心化和安全，而不是担负推动整个以太坊生态的繁荣。其实到了今天，以太…
本来L2包括侧链，都很拥护以太坊，基本默认是一个大生态，但你要是天天看有些人的言论，好像Rollups是一个战场一样，分分钟要分崩离析。fud的角度比meme找叙事的角度还刁钻，然后还要戴上为以太坊操心的帽子。
本来L2包括侧链，都很拥护以太坊，基本默认是一个大生态，但你要是天天看有些人的言论，好像Rollups是一个战场一样，分分钟要分崩离析。fud的角度比meme找叙事的角度还刁钻，然后还要戴上为以太坊操心的帽子。
Wintermute 刚刚在论坛发布提案：打开 Ethena sENA 的费用开关 bullish $ENA
Wintermute 刚刚在论坛发布提案：打开 Ethena sENA 的费用开关 bullish $ENA
一切都回来了
SnowCook. retweeted
AI Agent 赛道现在大概是在走从 1%到 25%的路径，从 25%到100%的路，才是市场 fomo 的开始。 Study DeFi 2020😁
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