Davi

[孤鹤.hl @GuHype]

岳不群实在太双标了，光我知道的就有这么多：

1、劝左冷禅：营销可以激进，但别公开细节、别人身攻击、别砸人家职业生涯，打官司就行。

自己在回忆录里写星举报林，翻旧账、点名竞争对手。

一边要求别人「互相尊重」，一边把十年恩怨写进公开发行的书。

2、自己监管套利起家，结果说 Hyperliquid：没有 KYC，我经历过那些事后绝不会那样做，强调合规代价。

同时依然公开支持、顾问另一家perp dex，星直接指出它几乎照搬 Hyperliquid、和币安生态共享团队，是监管壳。口头上「我不会做那种模式」，行动上给同类模式背书。

3、Jellyjelly 操纵攻击期间 ，自家CEX 上合约来推波助澜，巴不得除之而后快。大统领一说要让 Hyperliquid 合规入美，我岳哥立刻改口：这是整个行业的大事、去中心化产品能打开一片市场、对自己也有好处。

竞争时盯份额，政策风向变了就讲行业共赢。

4、几年前正义出手把爆炸头弄死，这个事本身没问题，但解决方案真的有利于用户吗？

对外叙事：抛 FTT、签意向、尽调后退出，是为了保护用户、发现救不了才撤。

时间线上：公开抛售加速挤兑，无约束力收购意向再公开撤回，对手倒下后份额扩大。

结果导向和「让用户平稳落地」对不上。

5、FTX崩盘后高调宣传的行业复苏基金投了什么？

除了个傻不拉几的Aptos Labs把钱全投出去了，其他几家公开具名的跟投方（里面也包含我们的左冷禅）都在干嘛？

岳哥自己就投了14家未公布名称和金额的项目，剩下的9.8亿，全转回公司账户了。

6、爆炸头当然是自作孽，拿用户的钱填补LUNA崩盘期间的做市亏空，才身陷囹圄。

但去年 1011 事件里用户的损失呢？陪了2.8～3.2亿，但自家光申报数据（CoinGlass：cex每秒只上报一笔强平，极端行情真实频率高得多）就24亿，为什么没用闲置多年的safu基金呢？

说是保护用户，这个基金闲置7年（19年热钱包被盗后使用过一次）以后除了买了点BTC赚点钱，跟用户也没什么关系。

8、岳哥常说他关注了不代表支持、不关注也不代表反对，欢迎建议。

结果人家 Toly 转发对 1011 暴跌的质疑并嘲讽恢复速度后，直接取关。

[enci @encigr]

Man seriously, fuck CZ.

We have one of the most influential people in the entire industry, worth $100B+, acting like a complete goof, burning symbolic amounts of tokens from his FUCKING PUBLIC WALLET and acting like he has no idea what happens next. And then pretending he "didn't know there were two Marscoins".

This guy would literally sell his fucking soul for a little extra volume on his corny, egocentric chain.

All roads lead to Robinhood from here imo. Obviously those guys want to make money too, but at least they seem to have it somewhere in the back of their heads that there are real fucking people trading off their actions.

Fuck that shit.

[Davi @DaviCityWide]

@cz_binance 走完最后一波了

[The White Whale @WhiteWhaleLabs]

Aster Dark Pools - The Dark Reality

Yesterday, someone in my comments section said:

“I like Aster for its Dark Pools option.”

I think this is a topic worth discussing, because Dark Pools may be one of the best examples in crypto of brilliant marketing on top of a deeply disturbing product.

First, we need to understand what Dark Pools is - and what it is not.

Dark Pools is a marketing hook. It was not built for you, it is simply marketed towards your fear.

Aster arrived on the heels of one of the largest and most public liquidation sagas of last year: James Wynn.

After repeated, large liquidations, James claimed he had been “hunted”

Never mind that markets do not hunt individual people. Markets hunt liquidity.

Saying you were personally hunted is simply a more convenient explanation than admitting you took a maximum-leverage position, placed your liquidation where the market could reach it, and ended up on the wrong side of the trade.

But the narrative stuck.

Suddenly, traders everywhere were terrified that some invisible force was watching their orders and plotting their individual destruction.

Then, from the bowls of the Aster marketing department, came the perfect solution:

Dark Pools.

Hide your orders until they fill.

Protect yourself from being hunted.

It is an exceptional pitch because it sells directly into the fear created by the James Wynn story.

But Dark Pools is not a magical shield that keeps retail traders safe from market manipulation.

In fact, I would argue it does the opposite.

Because if hidden orders are available to you, they are also available to the Apex Predator.

The market makers.

The institutions.

The operators who possess enough capital to actually influence price.

And this is who the tool was really built for, by the way.

Markets hunt liquidity because leveraged traders tend to cluster around the same obvious levels. They use the same indicators, watch the same support zones, place stops in the same areas, and read from the same old technical-analysis playbook.

Those concentrations of liquidity are what attract price.

Not your X profile.

Not your wallet address.

Liquidity.

We already know the Apex Predator manipulates visible liquidity to shape perception and engineer outcomes.

But with an open order book, the trained eye can at least observe the battlefield.

We can identify spoofing.

We can see large orders appear and disappear.

We can watch price being walked upward or downward.

We can build tools designed to detect patterns consistent with attempted manipulation.

None of that becomes easier when the orders are hidden.

Dark Pools do not eliminate manipulation.

They eliminate visibility of manipulation.

And visibility is one of the few advantages sophisticated traders still have.

I would argue that Dark Pools are a net negative for this space.

They are not primarily designed for people like you and me.

They are designed for operators who do not want their activity seen.

Institutions.

Market makers.

Apex Predators.

We already know the order book is not fully real. Orders can and are pulled, spoofed, layered, and used to manipulate perception.

But observing that deception still provides insight.

For people like me - people who study the behavior of the Apex Predator - that information creates an edge.

An edge they would very much prefer we did not have.

So, are Dark Pools a clever marketing hook for an audience that has been conditioned by an imaginary fear?

Absolutely.

But is it genuinely useful for the average trader?

Far from it.

Dark Pools do not protect retail from the Apex Predator.

They simply allow the predator the advantage of operating under the cover of darkness.

🫡 From the depths —
The White Whale 🐋

[狗头军师💢💢💢(超过20k我不接盘) @Anbzydd520]

《最初的嘴脸》

[Ripe @BTCKiK]

人家要支持就明牌支持，要么就像老徐一样，要不支持就干脆彻底不支持，坚持走自己合规路线，

最恶心的就是某些所这种态度，需要链上玩家给热度、给流动性的时候，就出来认一下、互动一下、暧昧一下，等你真需要它的时候，你喊破天它都当没看见，

既想吃链上的流量，又不愿意承担任何立场，既想拿链上玩家当燃料，又要随时保留翻脸不认人的空间，需要打商战的时候，链上玩家立马又成自己人了

说白了，就是把链上玩家当 SB

[Merlijn The Trader @MerlijnTrader]

🚨 BINANCE'S OWN EX-CFO SAYS OCT 10 BROKE THE MARKET

USDe: $0.65 on Binance. $1 everywhere else. Same asset, same second.

Binance priced collateral off its own thin order book no external oracles.

One flaw. $19B liquidated. 1.6M traders gone.

CZ calls it "far-fetched." His own ex-CFO disagrees.

[Star_OKX @star_okx]

But the richest man keeps pushing the narrative that October 11 had nothing to do with them, just as they always do.

No matter what facts or publicly available evidence are presented—including the company’s guilty plea in the U.S.—they simply deny or dismiss them. Accountability is never the response.

Instead of facing the problems, acknowledging what happened, and strengthening their risk controls, they accuse anyone who raises legitimate questions of being “jealous.” 🤣

[Hyperliquid Daily @HYPERDailyTK]

Former Binance CFO Wei on why crypto is still in a bear market:

'ALL the whales got nuked going into Uptober on Oct 10/11. Lack of transparency from Binance... so people still don’t 100% trust their system won’t crash again if Trump makes another statement on a weekend.'

Binance’s issues turned a normal dip into a liquidation bloodbath for the big players. Trust is gone.

[Wei @thedaoofwei]

People asked me why are we in a crypto bear market:

1. ALL the whales got nuked going into Uptober on Oct 10/11

2. Lack of transparency from Binance (see below), so people still dont 100% trust their system wont crash again if Trump makes another statement on a weekend. (We need a 9-5 president)

3. Bull run in AI Hardware, so much easier to make money there

People also ask me when bull market:

1. When Google and Facebook launch their own blockchain for developers to launch tokens

2. Need Clarity Act to pass first for 1 to happen

3. China loosens its noose

[Davi @DaviCityWide]

@star_okx 直接干死cz，这个币圈伪君子

[Davi @DaviCityWide]

@MSBIntel 币安现在不是依然如此？

[Davi @DaviCityWide]

@coinbureau cz声称 hype不合规，币安合规

当币安不合规的时候，他声称这是欧盟的损失

[Gambit @GambitCR]

Salut! Sunt curios, câți dintre voi au pierdut bani pe futures la crash-ul din 10 octombrie 2025 (peste 19 miliarde $ lichidări)?
Când l-am tras de urechi pe CZ și i-am zis că e manipulator, mi-a dat block 😂 Cred că și 10 octombrie e unul din motivele pentru care nu i-au dat MiCA în Europa.

[Davi @DaviCityWide]

@black_bird_LLC @cz_binance @binance 1011，币安多少个币直接归零。这是最好的流动性？还是最强的操纵市��？

[Yargıç @yargickripto]

Arkadaşlar, bırakın artık şahısçılığı. Bir kere de objektif değerlendirme yapın.
2 konu var 10 Ekim Manipülasyon ve Gazzelilerin hesapların dondurulması.

Şu an herkes aynı paylaşımı yapıyor. Binance CEO'su He Yi'nin açıklamalarını alıntılayıp "en iyi likidite Binance'te", CZ yi alıntılayıp "Avrupa en iyi likiditeden mahrum kalacak" gibi demagoji yapıyorlar.
Bunlar He Yi emirkulu askerleriydi.

Peki size bir soru soruyorum:
Soldaki görselde sözde likidite sıralamaları yer alıyor. Sağdaki görselde ise Binance ve OKX'teki ATOM fiyatlarını görüyorsunuz. İsterseniz OKX yerine BYBIT bakın. 10 Ekim'de Binance'te ATOM fiyatı $0.001 kadar iğne atarken, aynı anda OKX'te fiyat yaklaşık $1.47 seviyesindeydi.

Eğer Binance gerçekten en iyi likiditeye sahipse, bu olay nasıl yaşanabildi? Bildiğin manipülasyon.
Bir varlığın fiyatı bir borsada neredeyse sıfırlanırken, başka bir büyük borsada normal seviyelerinde işlem görüyorsa burada sorgulanması gereken bir durum yok mu?

Gelelim ikinci konuya...

Gazze'de bombalar yağarken Filistinli kullanıcıların Binance hesapları kapatıldı, hesaplarındaki varlıklar bloke edildi ve insanlar kendi paralarını çekemez hale geldi. O günlerde kripto camiasının büyük bölümü sessizdi. Çünkü o zamanda AllinTopitop dan emir alıyordunuz. İnsanlığı ve gerçekleri unuttunuz. Bir gün aynı durumu, haksızlığı yaşarsınız.

Bugün özgürlükten, merkeziyetsizlikten ve kullanıcı haklarından bahsedenlerin, o gün yaşananlar karşısındaki sessizliğini de hatırlamak gerekiyor.

[CryptoGugu @Silivabrota]

I am smelling a 10.10 liquidation event prepared by @binance and @cz_binance together with @wintermute_t

to rage dump the market accusing Mica ban and people panic.

This will be the classic Cz scenario, when he lose he throws his toys.

[Davi @DaviCityWide]

@shanshan521 爆炸头绞尽脑汁的掏用户的钱去投资未来的产业

两口子绞尽脑汁的把用户的钱掏进他们关系网的口袋

[Jademont @shanshan521]

看到时间线上这么多人在借合规事件黑某头部企业，男女中外。这场景似乎很熟悉。

想起来这两年整个行业处于明显的下行期，参加的一些行业小饭局，大家心情不好的时候共同的吐槽点也集中在这里。

按说私营企业外人没权力指手画脚, 我的产品爱用就用不爱就滚。但问题是当一家企业成为行业头部了，就天然有了义务带领行业，With great power comes great responsibility 。就好比如果spacx现在垮掉，那火星产业全世界暂时就不用想了。

在一两年前这家企业处于行业绝对龙头，无数同行和创业者每天削尖脑袋跪舔当家人。那时没有带领行业选择正确的价值观，没有告诉���户什么样的项目才值得扶持。而是以平台中立的借口上线了一堆高FDV低Liquidity 的一波流项目，这里面不乏亲朋好友的项目，当完裁判员再当运动员。

结果自然很简单，肥了骗子创始人们，苦了用户们，埋没了真正的创业者们。最终带着整个行业一起完蛋，整个市场认为所有crypto项目都是诈骗，全体行业从业者在外人面前蒙羞。

并不是黑，我甚至是vip用户，只是很可惜，眼见着一个时代结束了。

[Richard Sorge @Ranzerf]

Bu boğanın gidicisi CZ ve Binance olacak. Kripto her boğa öncesi kelle aldı, yine alacak.
Arthur Hayes. FTX, 3AC gibi.

Bu kadar güzelleyenleri de anlamıyorum, 10 ekim düşüşü sonrası her şey ortada. Scam pumpları saymıyorum.