web3⚡️小mo同学 @web3mo199
我是加密市场的资深投资者，拥有八年行业经验，经历了三轮牛熊周期，专注于加密资产基本面分析。建立了一套完善的投研分析框架，并成功挖掘了超500个潜力项目。 我的研究方法融合了宏观经济分析、链上数据分析、估值模型评估、市场情绪监测，旨在帮助大家在快速变化的 Web3 世界中做出更明智的投资决策。 czcs Joined October 2022-
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以太坊的趋势我长期看涨，因为稳定币法案的通过，以太坊承接近半的稳定币市值，根据机构的预测26年稳定币就会达到5000-7500亿的规模，作为稳定币第一链，以太有巨大的想象空间。 我的推断原因：因为稳定币相关的ENA、Aave、curve协议等项目明显更加强势，并且以太生态并没有新增量，从gas也可看出。
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web3⚡️小mo同学 retweeted
web3⚡️小mo同学 retweeted
佩服 @Mable_Jiang 能抓住 #web2社交网络海量注意力，利用链上资本将其代币化 —— 推动信息背后的注意力与链上资本的流动性融合为一体。 Ⅰ web2 社交网络代币化还是构建新的社交网络？ 首先，要说的是，@trendsdotfun、@TagAIDAO 与 bodhi.wtf、@zora、sendshot 等 Farcaster 生态将…
佩服 @Mable_Jiang 能抓住 #web2社交网络海量注意力，利用链上资本将其代币化 —— 推动信息背后的注意力与链上资本的流动性融合为一体。 Ⅰ web2 社交网络代币化还是构建新的社交网络？ 首先，要说的是，@trendsdotfun、@TagAIDAO 与 bodhi.wtf、@zora、sendshot 等 Farcaster 生态将… https://t.co/dfTOQiX7Ip
web3⚡️小mo同学 retweeted
$1B CLEARED.
以太坊在最近的 MEME 币和 AI 生态热潮中全面落后于 Base 和 Solana，导致大量增量新用户被抢走。在 2024 年初的 MEME 交易狂潮中，Solana 成为了 MEME 币市场的主战场，如 BONK、WIF（dogwifhat）、TRUMP 等代币的热度远超以太坊上的 SHIB 和 PEPE。AI Agent概念的链上热门项目也主要出现在 Solana。
以太坊长期以来的“通缩”叙事正在被打破，导致长期持币者的信心受到严重影响。在坎昆升级（EIP-4844）之前，由于 EIP-1559 机制，L1 交易量较高，每天销毁的 ETH 数量往往超过新增发行量，使 ETH 处于“净通缩”状态。目前 L2 的整体交易量尚不足以弥补这一缺口，导致 ETH 重新进入“净通胀”状态。
L2 生态割裂，ETH 作为 Gas 费用的地位受挑战。甚至出现 Optimism 团队因 “Blob 数据分润协议” 与以太坊基金会公开对峙。 同时各大 L2 链都在计划选择使用稳定币或者自定义GAS 代币作为 Gas，而非 ETH。
以太坊 L2 生态目前仍处于“诸侯割据，各自为政”的状态，缺乏统一的标准化框架，导致用户体验碎片化，并进一步削弱 ETH 作为 L2 生态结算资产的地位。一个明显的案例是 Base 链 将 90% 收入输送给 Coinbase，反哺以太坊主网的资金却不足 10% 。
新兴公链如 Solana 和 Sui 的崛起正在迅速抢占行业市场份额，并在多个领域展现出比以太坊更强的竞争力。Solana 依靠 PoH（Proof of History）共识机制，使其 TPS 理论值达到 50,000，远远超过以太坊 L1 的 15-30 TPS，即使考虑到 L2 解决方案的扩展，以太坊的交易成本依旧高于 Solana。
Celestia 正在推动 Layer 2 解决方案独立于以太坊，并削弱以太坊作为结算层的必要性。Celestia 通过专注于 Data Availability（数据可用性）层，为 Rollup 提供更高效、更低成本的数据存储，使得新兴 Rollup 生态不必再依赖以太坊主网进行数据可用性存储。、直接削弱了 ETH 作为 L2 生态核心资产的地位
web3⚡️小mo同学 retweeted
🚀 Big News! 🚀 We’re thrilled to announce the launch of the new tomi Wallet – now live in app stores! 🎉 Take control of your crypto, trade NFTs, and dive into the future of decentralized finance with ease. Download now: 👉 App Store Link - bit.ly/3NN55do 👉 Google…
$MAX Secured!🚀 I just claimed my $MAX in the MAX Score Airdrop Event. Check your claim here: matr1x.io/max-event 🔥@Matr1x_io @Matr1xOfficial
web3⚡️小mo同学 retweeted
Announcing another strategic partnership with @Red_DevilKnight x @DimAIGlobal Red Devil Knight is a blockchain-driven #Sports investment platform, powered by #AI ,offering sports event consulting, data analysis, invest services, and secure transactions Stay connected with us…
web3⚡️小mo同学 retweeted
#4 DROP YOUR EVM ADDRESS AND TAG 3 FRIENDS TO CLAIM 140 $DIM FOR THE RANDOM 140 COMMENTS 👇🗯️ IN 24H ⏳
Kirito @KiritoTrade
4K Followers 2K Following Retired trader of steam games (Cs dota pubg and so on ) 🙂Now i do research of CRYPTO $BTC and stonks🐽. 😀SWAP RMB¥ - Eur₤ & DOLLAR $ . 🥰 OTC trader of USDT
fenko @4L2yT4w0iB44346
426 Followers 215 Following
HUANGDAXIAN @HUANGDAXIAN_CN
70 Followers 311 Following 目前在家族办公室负责数字资产业务！ 致力于将更多中国web2项目引进到web3！ RWA是我工作重点！期待交易所、量化团队、VC的对接合作。 个人信息资料: https://t.co/ds0aqCTihN
Zura @ucxo888
1K Followers 4K Following Crypto enthusiast | Web3 explorer | NFTs, DeFi & blockchain lover | Building the future of decentralized tech
wenwen @wenwenzhan54135
2 Followers 15 Following
C QQ @mqq2023
0 Followers 23 Following
Zhou Ye @ZhouYe90
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Focalors @Focalors1653811
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hh hh @hhhh24547338169
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火币HTX返佣.静�... @buwukong
32 Followers 164 Following 量化资方｜策略研究｜一线吃瓜｜大饼持有百万信仰｜火币注册https://t.co/UvJPR7cxkN
K-Dovey.btc @kkkdovey
537 Followers 430 Following Podcast in 流動體 Inflowing🪐🌏🕊️ 當代藝術家 / 玄學入門 / 偶爾相信玄學，偶爾相信自由意志 / 有時是交易天才
ant @Allbojierfu
14K Followers 9K Following 潜龙勿用，一口气吃不了一个胖子。 合约土狗，大多数普通人都会归零。这个圈子就是黑暗法则，不要相信任何人，和任何东西。保存怀疑，活下去。（所有内容不构成投资建议!）
Moon @InfinityDo
761 Followers 2K Following For those who've come across the seas We've boundless plains to share.
接盘侠 @yefei8899
79 Followers 499 Following
彭芋圆 @pengyuyuan123
902 Followers 2K Following 致力于零撸测试网，发掘早期项目 @botanixlabs的Hyperion大使 @arturafinance大使 还有大使席位留给各位项目方
B1c-再干一年 @web3laoli
7K Followers 1K Following 链游🎮 资深玩家，深耕零撸与超早起项目。 Alpha项目⛏️挖掘丨空投 丨项目推广丨攻略 成功秘诀就是执行力， 📩合作请DM我
Rose (𒊹'◡'𒊹) @FUD_MASTERDEGEN
987 Followers 3K Following Meme coin degenerate | Rebirth island dropper | COYI ⚒️
Smisho @SmishoJQa6R
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Aida | TeaM @YolandaWoo88694
33 Followers 519 Following Ai agents to simplify token creation and trading, our ecosystem bridges Base and Ethereum while dynamically capturing social trends.
扬飞 @yangfei920
7K Followers 7K Following 扬飞定投之路:一杯敬财富，一杯敬自由!（#长期价值投资 Fixed investment parameters every morning and currency circle inventory every night 知行合一 #btc #eth ）（投资亦修行）#互关
Seforez @SeforezYR1
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SaraShelley @923XmoyMqaGwDk
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xiayi531 @xialuoxi
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蒜蓉烤翅。OwO �... @tingojin142560
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Cameron🧪Building A... @tcubk16555964
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Rodrigo Guerreiro @RodrigoGue70627
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Alexa Kidd @KiddAlexa98230
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Aubrey Ultiverse⚡�... @aubrey07151
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YYS @YYS087487925383
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陈奕迅kim @kim97612
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Tarafbet 💫 Tarafbe... @tarafbetbac
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camllia @camllia1741438
108 Followers 476 Following
kai li @kaili4985640952
41 Followers 117 Following
区块居士 @QJushi66127
123 Followers 301 Following
Spectra @spectra_finance
29K Followers 331 Following Permissionless yield protocol | Create pools, fix rates, trade yield, govern & earn | Formerly APWine
Push Chain @PushChain
161K Followers 180 Following The first blockchain for Universal Apps. Build & Deploy once, onboard users from any chain.
Stillbit @StillbitLab
234 Followers 26 Following 📡 Stillbit detects subtle chain shifts 🔍 From quiet data to loud alerts 🧬 AI for serious DeFi minds
TagAI @TagAIDAO
11K Followers 55 Following An AI&Blockchain-powered Community Collaboration Platform. | Tweet or reply with @launchonbnb + name to issue a $TagCoin.
Spark @sparkdotfi
75K Followers 92 Following ⚡️Powering DeFi with +$3B in liquidity. Supply/borrow/earn with competitive rates, seamless access, & scalable liquidity. Institutional grade defi for everyone.
Tokenized Asset Coali... @TACoalition
5K Followers 176 Following Bringing the next trillion dollars of assets onchain through real-world asset tokenization education, advocacy, and building
Kima Network @KimaNetwork
473K Followers 250 Following Revolutionizing Financial Interoperability. Backed by @Mastercard's Finsec Innovation Lab and @Chain_GPT.
RWA.xyz @RWA_xyz
39K Followers 9 Following Every tokenized real-world asset, in one place. View the dashboard: 🌐 https://t.co/lkrRJBMVOB 🌐
STO Chain @StoChain
25K Followers 56 Following Issue and Trade Tokenized Assets on STO Chain | Transforming How You Invest. Join The Community ➡️ https://t.co/RDAJbRXwRN $STOOS $STOC #RWA
叶开 @YekaiMeta
5K Followers 2K Following #Web3 #RWA #DePIN #StableCoin 👅👅RWA红衣教父 @R01Labs | 🔥🔥华夏数字资本 创始合伙人 | 📚📚《Token经济设计模式》《资产通证化》《粉丝经济》等
Dynex @dynexcoin
45K Followers 115 Following Dynex is the world’s only accessible neuromorphic quantum computing cloud for solving real-world problems, at scale. $DNX #DePIN #DeSci #PoUW #AI #quantum
羊毛多多 @QukuaiiNoora
101 Followers 145 Following 🙋🏻♀️空投羊毛 币圈投研/Web3小学生学习版/2024努力搞钱 广交朋友，币圈交流社区👉 https://t.co/ftFaJzQRPf
Dynex @DynexQaaS
1K Followers 3 Following Dynex’s leading Quantum-as-a-Service (QaaS) technology, offers businesses an affordable, accessible and scalable solution for quantum computing.
EQMFLOW: Energy. Quan... @EQMFLOW
389 Followers 372 Following Currency of Faith. Kingdom Wealth. Eternal Purpose. Built on Scripture. CA: AD8zVB7WAshAfUUTtodjRp4p9Ke42Be2knA5AQcmoon TG: https://t.co/1dDVEi4YIs
neur @neur_sh
27K Followers 93 Following The Intelligent Copilot for @solana $NEUR 3N2ETvNpPNAxhcaXgkhKoY1yDnQfs41Wnxsx5qNJpump
MystenLabs.sui @Mysten_Labs
146K Followers 194 Following We're building critical infrastructure to enable a more decentralized internet. We’re the original contributors to 💧@SuiNetwork and 🗃️@WalrusProtocol.
CHAINFLIP LABS @Chainflip
81K Followers 2K Following Seamless crosschain swaps for BTC, ETH & SOL. Fully decentralized, permissionless, and optimized for best price. https://t.co/yMaiRqK2nb
Overnight.fi (USD+) -... @overnight_fi
21K Followers 420 Following Asset management protocol offering passive yield products based on delta-neutral strategies, for conservative stablecoin investors
BitU @BitU_Protocol
6K Followers 7 Following CeDeFi trading platform powered by $BITU, a yield-embedded stablecoin. Join our community ⚫🟡 https://t.co/xhOLlcWHLo
TOMI @tomipioneers
142K Followers 96 Following Redefining how people connect and transact - effortlessly and securely. https://t.co/sNNsurJhKm
Blast @blast
731K Followers 132 Following Earn over 50% APY on USD from your phone by holding $BLAST. Send money anywhere. Onboard in less than a minute: https://t.co/xLSpxUSPVs
Morph @MorphLayer
766K Followers 466 Following 💚 Onchain Consumer Finance for the Global Digital Class 🩵 The native home of $BGB
KlapAI (Formerly BitM... @BitMetis
148K Followers 441 Following KlapAI (Formerly BitMetis) the First AI-based Asset Platform that Intertwines AI with Gaming. 🎮 Enjoy, Create, Trade, and Profit from your Favorite Games
Andrew C. TON @andrew_c_ton
29K Followers 1K Following TON DevRel. TON Ambassador. TON Storyteller. #TON #NFA
Symmetric @0xSymmetric
49K Followers 111 Following Multichain #AMM, #DEX, & non-custodial #PFmanager. Enjoy Symmetric!
CoLabs @ConftApp
157K Followers 7K Following CoLabs: building multi-chain products: https://t.co/H1OuIBwDIA - memepad, https://t.co/DUPVDix3Hg - NFT-aggregator, https://t.co/OCH55hu3cc - Proof of Humanity, https://t.co/viMFsuprYf
ArtexSwap @artexswap
46K Followers 18 Following The Leading Native @Artela_Network DEX Powered by #Artela EVM++. 𝗝𝗢𝗜𝗡: https://t.co/SEgAkeazSr
Stefan.nzt @0xd_e_b_i_a_n
18K Followers 457 Following Bioinformatics Scientist & AI/ML Developer pushing the boundaries of Federated Learning AI Agents with Blockchain @Nexis_Network
Nexis AI @Nexis_Network
97K Followers 1K Following Nexis Network is a Zero-Knowledge Agentic L1 infrastructure engineered with EVM & SVM equivalence to enable scalable, private data networks. $NZT
SynFutures @SynFuturesDefi
357K Followers 318 Following Built for traders. Trusted by builders. Open finance for all.
ZeroLend @zerolendxyz
298K Followers 94 Following Largest lending market for L2s, LRTs, RWAs, & BTCFi. Secured by @chaos_labs, @zokyo_io, @HalbornSecurity, @peckshield @sherlockdefi, @immunefi, & @cantinaxyz.
Supra @SUPRA_Labs
322K Followers 325 Following The first all-in-one MultiVM Layer 1 built for Super dApps, MoveVM mainnet live!
Skate @skate_chain
712K Followers 428 Following Connecting all VMs. Interact with applications from any VM while staying on your favorite chain. Backed by @HashKey_Capital @SeliniCapital @NomadCapital_io
Zoth @zothdotio
198K Followers 81 Following Building The First Full Stack Stablecoin OS. Backed by @borderless_cap and @BlockchainFF #Stablefi #RWAfi #Payfi
BOB @build_on_bob
289K Followers 23 Following The Gateway to Bitcoin DeFi • Hybrid ZK Rollup, combining the best of BTC & ETH • Backed by @CBVENTURES, @CastleIslandVC & @Ledger
Zulu Network @zulu_network
90K Followers 238 Following Zulu Network is designed to optimize AI, catalyzing the integration of AI + Blockchain on @BNBChain ⏫ $ZULU: 0x7b67d8b4da0b17a9b98eddc21230b60c8ede69a4
Wagmipad @Wagmipad
83K Followers 501 Following A decentralized on-chain curation + fair chance launchpad & defi hub. Now, everyone has a shot! https://t.co/rvXwnRN3l0
Berachain Foundation ... @berachain
920K Followers 27 Following Accelerating applications and rewarding users through Proof of Liquidity. Backed by @bhdigitalassets, @hiFramework, @Polychain & @Hack_VC
tea Protocol @teaprotocol
209K Followers 50 Following Empowering OSS developers with decentralized rewards for their contributions. Layer 2 for open source. Pre-Sale on Coinlist starts Sep 25, 17:00 UTC
Elys Network @elys_network
141K Followers 701 Following One Investing App. Every market. Built for everyone Powered by Elys v2.
Joyning的web3日记�... @joyning123
3K Followers 948 Following
Bitfinex @bitfinex
944K Followers 63 Following Bitfinex is the world's leading digital asset trading platform. Telegram: https://t.co/8ttseB5N6M
MOCA Coin @MOCAFoundation
296K Followers 4 Following $MOCA is an omni-chain network token created to reimagine the web3 cultural economy by empowering unity in culture, governance, and growth.Trends for United States
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