0x李大旗

DeSciChina @descichina01& Magician Capital Founder WeChat: battle000000 #DeSci #量化交易 分享Okx 交易所链接

[0x李大旗 @0xdaqilee]

@NEARProtocol lfg

[0x李大旗 @0xdaqilee]

我觉得可以找机会做空SpaceX @SpaceX ，做空的是非理性情绪，短期错误价格以及数千年来人性永恒不变的弱点，但是长期还是要做多马老板 @elonmusk

[0x李大旗 @0xdaqilee]

@ArtofSpecuycky

[0x李大旗 @0xdaqilee]

true

[Jademont @shanshan521]

1、Web3需要被重定义。过去几年Web3行业的崩坏，在于一帮人打着去中心化的名义行中心化的恶。

2、有了AI Agent的加入，才是真正的Web3，区块链将变得更加去人化，去中心化。区块链节点需要AI 来维护而不是人。

3、Web1.0 连接信息与信息，Web2.0连接人与人，Web3.0连接资本与任务。

[0x李大旗 @0xdaqilee]

他笑了，彷佛一个渣男在得手之后 @saylor

[0x李大旗 @0xdaqilee]

@saylor wtf？

[0x李大旗 @0xdaqilee]

nice

[NEAR Protocol @NEARProtocol]

Hyperliquid perps are now live on near​.com.

Deposit any asset from 35+ chains directly into @HyperliquidX to access 50+ markets with up to 40x leverage.

What’s next: confidential perps. Today is step one. 🧵

[0x李大旗 @0xdaqilee]

@0xsexybanana 我觉得不如等上市做空

[Cooper Westendarp @cooperwest]

The last 24 hours should technically be deflationary for @NEARProtocol at today’s prices.

33M NEAR inflation annually @ $2 current price = $66M annual buybacks needed to become deflationary at this time

$66M / 365 days = $180,821 daily buybacks needed to become deflationary at this time

$223,909,280 Intents volume from today x .002 average intents fee = $447,818 in intents fees estimated for today to buyback $near (.002 is informed estimate, exact fees will vary slightly depending on front end volume)

At $447,818, fee buybacks today are over double what is needed to be deflationary.

This is the power of NEAR’s economics. While many other factors go into moment to moment price action, Intents fees at this sustained volume, at current prices, meaningfully decrease supply. And over time, that is the structural constraint that will reach escape velocity and force prices higher.

Stay focused, keep shipping.

@sal_ternullo @svrn_ai @near_intents @AlexAuroraDev @CryptoHayes @cypherpunk @therollupco @andyyy @alex_scharrer @Bitwise @Jamie1Coutts @RealVision

[0x李大旗 @0xdaqilee]

@fundstrat if u wanna cry ,cry @ethereum

[0x李大旗 @0xdaqilee]

买买买

[Jademont @shanshan521]

前两天去听量子计算领域的专家陆朝阳教授的课，我是带着问题去的，就是BTC能不能被量子计算攻破。

结论是理论上存在可能，但实际不用担心，在那之前一定会有抗量子算法升级。

不过看最近BTC的跌法，也不用太担心，因为以量子计算的发展速度，BTC未必能等到那天就归零了（开玩笑的）。

[0x李大旗 @0xdaqilee]

@shanshan521 哈哈哈

[0x李大旗 @0xdaqilee]

maybe

[DYOLO @dyologician]

$NEAR and $RHEA are about to go straight x100

[比特币橙子Trader @oragnes]

卧槽，这个视频说明白了Saylor为什么卖比特币👍

掐指一算，32 枚 BTC，在微策略现在 843,738 枚的恐怖总持仓里，占比只有微不足道的 0.0038%。

现在的真实讽刺是，传统金融的那套旧合规系统和企业审计准则，依然在装聋作哑，在资产负债表上把微策略账面那几百亿美金的比特币硬资产当成“零价值”来对待。

所以塞勒抛售这 32 枚比特币，根本不是为了套现改善生活，而是故意在合规体制内强制变现。

他用真金白银的法币入账，去直接抽那些传统审计和银行的脸，逼他们坐回谈判桌，不得不承认这笔资产在法币世界里的真实流动性和法律法律效力。

微策略的演变剧本其实非常清晰：

2020 ：塞勒押注 2.5 亿美元初始资金买入2万枚 BTC，开启企业国库储备新纪元。

2024 ：通过华尔街可转债和股票增发不断左脚踩右脚，持仓规模突破20万枚。

2025 ：持仓突破60万枚，微策略彻底转型为全球最大的比特币蓄水池与信用工具发行方。

2026 ：总持仓飙升至 84 万枚，掌控超过 3.2% 的比特币供应，开始通过微调变现强行改写传统老钱的记账和风控规则。

[0x李大旗 @0xdaqilee]

@saylor wtf?

[Pantera Capital @PanteraCapital]

https://t.co/aEVYgf1ntr

[0xMedia @0xmediaco]

https://t.co/2x83GlRzvU

[0x李大旗 @0xdaqilee]

@NEARProtocol

[haenko(⋈,🇺🇦) @haenko21]

$NEAR intents has settled $19b across 35+ chains and never bridged a single asset to do it.

it's an auction, not a bridge. you ask for usdc on base, market makers bid to fill it, the best quote wins and settles atomically - if nobody fills it, your funds come back. no wrapped tokens, no custody contract holding your assets in the middle.

25.6M swaps cleared that way. 542k people used it last month and paid a fee to, because there's nothing to farm.

no wrapped assets, no bridge, nothing sitting there to drain. $19b cleared anyway.