A9投研🍔

A9投研专注crypto投资研究和教育，追踪全球加密领域的前沿叙事，分享区块链知识与项目研究，专注发掘优质 Alpha ，精准狙击数字货币二级市场，聚焦 #BTC、#ETH、#SOL等公链、#NFT、#DeFi、#Web3、#BTC生态。

[Michael @0xMichael]

$01 最近在默默上涨，期待为整个 #V4Hook 赛道打开天花板 @zero1cash

[狗哥 #hooksummer @jingouwang888]

https://t.co/hFj9RPn5h1

[BEPE @bepeonbonk]

BEPE $BEPE

Bonk needs a runner they can actually back.

They have been tweeting Bepe for days, and the trenches are finally starting to notice.

Bepe already ran to 200k 5 months ago with no real engine behind it.

Now we make it bonk’s main runner.

Another tweet:
https://t.co/qDRoz4845Z

[A9投研🍔 @BTC_A9]

那些畜生
是真特妈的畜生
远离BSC后，智商都恢复正常了
牛哥来看看$01
@zero1cash

https://t.co/m0j0a1X8Kn

[牛哥🔶BNB @btc100w100w]

刚刚去翻了一下最近半年bsc的标。

有些畜生啊，几百k高度的，掏了几万u，明面上前排还要剩下个百分之几，小号还留百分之几。

BSC已经没有未来了。

[A9投研🍔 @BTC_A9]

@jingouwang888 看完对01更加拥有信心

[狗哥 #hooksummer @jingouwang888]

https://t.co/Wj1sDsix4m

[01 @zero1cash]

The first 100 USD0 are in circulation, a private dollar on Ethereum, live and minting

This is the piece that ties it all together: USD0 is a public ERC-20 dollar, backed one for one by USDS, transparent accounting. Deposit USDS, mint USD0 one for one. Burn USD0, get USDS back one for one. The peg holds for the simplest reason there is: a real dollar sits behind every unit, redeemable any time

And that backing works while it sits. The reserve is held as sUSDS and the yield pours straight back into the contract as surplus backing, so the dollar gets sturdier the longer it runs

Then the part nobody else ships: flip it private. Shield USD0 in its pool from the Private tab, the same proven flow as 01, and move dollars without the whole chain watching. Public when you want it, invisible when you need it

A redeemable, self-strengthening, optionally private dollar, owned by no one, running on code you can read

Live on Ethereum mainnet, addresses in the docs

USD0: https://t.co/jKpqIlqlpz
Private: https://t.co/G0xrcGHKrn
Docs: https://t.co/PV64lCk6d2



[Eric Shen @EricShen7979]

https://t.co/17AdAjEKoH

[圣洋｜Crypto Hustler🔋 @regou356]

为什么我最终选择关注建设$01？

不是因为它一定会涨。

而是因为我认可它背后的发币模式。

我认为 $SATO 这个实验很成功

SATO 虽然因为 Drift（曲线漂移）问题，最终没能完成理想中的发射流程。

但它证明了一件非常重要的事情：

市场认可 Bonding Curve。

市场认可公平启动。

市场认可储备支撑。

市场认可社区共建。

否则它不可能从几十万市值一路走到几千万。

这说明方向是对的。

问题只是出在实现细节。

历史上很多伟大的创新都是这样。

第一次失败。

第二次优化。

第三次成熟。

互联网如此。

比特币如此。

DeFi 也是如此。

所以我关注 #01 ，并不是因为它是另一个SATO。

恰恰相反。

我认为它是在SATO基础上的一次升级和迭代。

如果SATO证明了这条路能走通。

那么01要验证的就是：

这条路能不能完整跑完。

从发行。

到储备增长。

到停止增发。

再到进入真正的稀缺阶段。

如果能够完成20.79M停铸。

那它验证的将不只是一个项目。

而是一种新的资产发行范式。

所以我买的不是一个Meme。

我参与的是一次链上金融实验。

而我认为。

真正伟大的项目。

往往都诞生于实验之中。

官网: https://t.co/vL1d9CHmvO
官方推特:@zero1cash
Tg: https://t.co/y6iw9CmFiG

[01 @zero1cash]

Most of crypto is either transparent or private, owned by a company or barely working

01 is trying to be all the hard ones at once: scarce, private, decentralized, and real

Here is the whole system, end to end, and how to check every piece

[01 @zero1cash]

01 launched with a team, but the team is making itself unnecessary, on purpose

The contracts are immutable and ownerless, no one can pause them, change them, or switch them off, the team included. What is left is not a company you trust, it is code you read

[A9投研🍔 @BTC_A9]

#考拉骑士 正式成为考拉平台龙头🐲
地推团队第一阶段目标318美金一枚
早晚夜聊腾讯会议
0x6f43d127c918b1a5eb86346f9c0acaf5671d5555

[A9投研🍔 @BTC_A9]

@Grimace_BNB @binance $Grimace to the moon

[A9投研🍔 @BTC_A9]

@Grimace_BNB LFG

[A9投研🍔 @BTC_A9]

@Grimace_BNB $Grimace to 10m

[Grimace🔶BNB @Grimace_BNB]

In June, buckle up and get ready to go to the moon.
Let's celebrate Grimace's birthday together!

六月是起飞的日子，期待 $Grimace 的生日patry吗？

[Grimace🔶BNB @Grimace_BNB]

Grimace first appeared in 1971.
The word “meme” was introduced in 1976.
That means Grimace is older than meme culture itself.

0x9e99fb2c6ffb00ee26744f966a225026dc404444

[A9投研🍔 @BTC_A9]

新台子https://t.co/cl68Idw3lg
现在的动物角度还不错
#chameleon
0x6257a4b7c65805d3c3ecea017bd7821941600000

[烤妹儿 🩵 @Conflux_Intern]

目前国内互联网大厂这轮的 AI 军备赛，字节系完胜呀！

豆包
seedance2
Coze / Trae
...

一举把 chat+video+coding 三个入口全占了，配合着飞书这个真正 Agent-friendly 的协同平台，真牛🐮

同样都是家大业大；同样也都有超级流量入口；
相比之下，已经不能简单的认为是拿钱就能堆出来的结果了。

[A9投研🍔 @BTC_A9]

Claiming my AI agent "agent-vtgragyz" on #NaraChain @NaraBuildAI — PoMI mining: agents solve quests with ZK proofs to earn crypto