Burry

Opinions are cheap. Independent thinking with skin in the game is expensive.

[Burry @0xBurry]

@EnjonLiu 看着模式有点意思，币不好说

[Burry @0xBurry]

Talis 在 Robinhood Chain 上做的事其实很朴素：把一张代币化股票，拆成两种活法。 存入 NVDA / TSLA / SPY，选一个 cap，比如 +5%。

一张股票变成两份代币：

Income：天花板以内归你，再收一笔拍卖溢价。股票跌，你照样挨打。

Upside：只拿超过天花板的那截涨幅。权利金可以归零。

没有永续那套空转。股票锁在金库里，涨多少分多少，用荷兰拍让市场自己喊价。
到期 Chainlink 结算。

两份合回去，还是原来那张股票。 协议只从拍卖里抽 5%。
robinhood:0xd5d26bac627e8d9b67517be63dd418acb3a2d8e2 吃的是这笔流转：分红、回购、优先权。不增发。

这点值得单独说：它没有发明一种新的炒法，是把传统备兑看涨，搬到代币化美股上，而且把风险写在明面上——下跌不消失，上行可归零，发行方权限也还在。

叙事新，是因为标的是真股票代币，不是又一层积分。 现在别夸太满：币已经有人交易，金库和拍卖费还几乎是空的。

创新在结构，验证在有没有人真把股票锁进去。

robinhood:0xd5d26bac627e8d9b67517be63dd418acb3a2d8e2

[ALU @alu1337]

今天集中爆发的两个台子：

1) @Moshdottrade : UV Labs @justinbebis 基于 Pons 做的一层发行协议，致力于把捆绑（Bundle）改成基础设施并结合 AI 做市叙事。

主要机制大致如下：众筹 bundle → 同一笔交易里发币、扫货、锁进不可提取的 Agent Vault → Agent 用捆绑获得的批筹码双边挂单充当 AI 做市商。

bundle 出资人不能提取筹码，只能按比例拿池子 creator fee 的 80%（ETH）。平台一次性抽 bundle 的 5%，之后持续抽 fee 的 20%。

$BUN 是 Mosh 的吉祥物 + 第一枚实验币，由团队自己众筹 bundle 发射，约 71% 供给永久锁在 3 个 Agent Vault 里，由���约限制买卖节奏，团队也无法提取。

今天突然爆发的主要催化剂是 Delphi Digital 相关账号 @that1618guy 发布文章拆解 Mosh 的机制并公开表示看好，反响热烈。后续，团队计划把 Fee 回流进 ALF (Agentic Liquid Fund) 用来回购 $BUN。

2) @UsePaid : 更准确的说是一个 Creator Fee → X Money 的桥，也没有自建 Bonding Curve 发射还是走 Pump 或者 Pons，主要就是多做了一层 Creator Fee 的流向改道。这种玩法并不新鲜，只不过有了 X Money 这条路走得更顺了，所以也可以称之为「升级版的 Bags」。

主要机制大致如下：发币时把 Fee 指向 UsePaid treasury，描述里写 @某X账号。协议链上 Claim 后 80% 换成美元走 X Money 打给指定的 X 账号，20% 公开市场买 $PAID 并销毁。收款人不需要同意、不需要钱包、甚至可以完全不知情。

今天爆发的催化剂主要是 @beffjezos 互动，Beff 想做 e/acc 非营利智库并表示缺钱，UsePaid 互动回复「It’s time」，社区发行 $e/acc 并将 Creator Fee 指定打给 Beff。其次还有大量名人都收到 X Money 打款，包括 @pmarca @stevewilldoit @cremieuxrecueil 等等，引发社区关注和炒作。

严格意义上来说，Mosh 和 Paid 其实都不算是台子，至少不是独立 Launchpad，两者的共同之处是都是在现有的 Launchpad 上叠一层的新发行原语。

- Mosh 主打捆绑变锁仓 + AI 做市
- Paid 主打手续费绑定名人直接打到 X Money 成为可提现的法币（真钱入账截图传播力拉满）

先不论他们的技术创新力如何，有东西能炒起来总归是好事。只是这一轮周期的 meme 炒到现在这个阶段基本还在围绕台子做文章，至少说明了一件事：We're still early。

以上，Enjoy。

[Burry @0xBurry]

这大牛市了，朋友们回来了吗，可入金了 #牛来

[Burry @0xBurry]

这就我买meme？

[PattyIce @Pattyice]

Me trying to catch the next runner

[Yuyue @yuyue_chris]

Robinhood 现在根本不需要 xx 预期，上面的 Meme + 纳斯达克叙事就是最好的预期，想象空间提高才意味着流动性会进入，比币安存量的上所预期天花板高太多了

[Burry @0xBurry]

https://t.co/Ykdp9pNV1o

[Burry @0xBurry]

CZ 销毁 4444 个代币，这是眼花了？

[Burry @0xBurry]

@basilda_a 为什么这么看好 ？

[Burry @0xBurry]

@basilda_a 买那个？

[Burry @0xBurry]

听说村里又发了金条，没赶上，还有机会吗？ 买那个

[Burry @0xBurry]

悟了，金融的尽头就是 Meme 币。

别以为只有币圈魔幻，看看现在的韩国股市，情绪驱动、散户 FOMO、各种概念股上蹿下跳……这跟我们在链上冲土狗到底有什么区别？😂

世界就是一个巨大的草台班子，万物皆可 Meme，大家都在玩同一个击鼓传花的游戏罢了。

#Meme #韩国股市 $MU

[Burry @0xBurry]

时间线太多AI了，都看不到web3，是没人web3了吗？

[Burry @0xBurry]

https://t.co/c6gro9ZluW

[Rune @RuneCrypto_]

whenever you think of trusting base, remember this thread

jesse pollak’s coins

the head of base used the official coinbase X account to promote “base is for everyone” on zora. it spiked to $17M mcap in an hour. crashed 90% to $1.9M within 20 minutes. people thought it was an official base token. jesse said it was “an experiment” and that he “personally approved the post”

months later he launched his own JESSE token through the base app. called it a “creator coin, not a memecoin.” two snipers extracted $1.3M from it within seconds of launch. the token peaked at $25M and dumped. $50M in volume flowed through it and the regular users who trusted the head of base got sniped by bots while he collected LP fees

he then used those LP fees to buy other creator coins on zora. so the fees generated from his community getting sniped went to propping up more creator coins that also dumped

him and brian promoted tokens linked to balaji srinivasan and other figures. all crashed. one critic pointed out “the same users kept eating the downside on team-promoted tokens.” nobody at base adjusted

he endorsed a soulja boy token, a person zachxbt publicly documented running 73+ token promotions, 16 NFT collections, most of them rugs or abandoned, earning $730K+ from paid crypto scams. jesse invested $1,500 and promoted it publicly. zachxbt’s report was from 2023. it was public. the head of base either didn’t bother to check or didn’t care

he shared a GIF playing on “base is for everyone” that rotated through the phrases “base is for pimping” and “base is for squirting.” had to publicly apologize. the guy running a coinbase-backed chain, a publicly traded company, posting this to hundreds of thousands of followers

after all of this he said base won’t “pump tokens” or “support the chart behind the scenes.” the same person who launched multiple coins that dumped on his community won’t help yours. his charts get LP fees. yours get abandoned

the $BRIAN disaster

brian armstrong, CEO of coinbase, $50B+ publicly traded company, changed his pfp to a $BRIAN memecoin. 10,000 people bought in. the CEO of the chain is backing it: what could go wrong? he removed the pfp 23 hours later. coin went to zero. 10,000+ people down 99% after trusting the literal CEO

1/3

[Burry @0xBurry]

大家都知道只有meme能带来交易量，base也知道，只是base团队把meme当作尿壶，关键时候尿一下。 虽然比大家骂CZ很多，比base哪些好太多，只要喊都会持续喊

[Vlad Tenev @vladtenev]

Why not both?

[Burry @0xBurry]

0x4f9c08badee653ed59c6f19287216b4273c204fb 罗宾汉创始人关注的了，有机会吗？ 150k

[RobinHub @RobinHubHB]

📈 Robinhood Chain is going vertical.

- $5.25B in weekly DEX volume up 490%+ in just 7 days.

- Perps volume up 978%+ WoW.

- Stablecoin supply up 26% in a week.

Robinhood Chain has already broken into the top tier, and we’re still early. 👇

[Burry @0xBurry]

目前来看，只有 $sol 和 ROBINHOOD 是欢迎meme的，也确实有meme的基因

[Burry @0xBurry]

base 真有基���啊 大家以为要起飞做meme，谁知道是临终耍一把， base:$BRIAN