binance official account article about @Uniswap v4 hook: ethereum:0x829f4b62eebe12af653b4dd4ffc480966f7d7f09 & others
“the uniswap V4 hook is expected to play a crucial role in the evolution of decentralized exchanges”
explained the bullish SATO 'bug', and why it doesn't need a fix: sato has now entered bitcoin's territory
TLDR:
- contract drift = 26% burn per mint/burn
- as supply cap goes down (20.49M now) mints go on forever, like Bitcoin, but exponentially based on demand
- ETH flows in. reserves only grow
- backing per coin: only up
- max circulating supply: only down
一觉醒来,又出来一个“更正确的 SATO”。
看了下 sat1,包装其实挺聪明。
它没有直接说自己是新 SATO,而是先“致敬”SATO,再把自己放在一个 bugfix curve 的位置上:
SATO 是先驱。
SATO 有 drift。
SATO 是双状态。
sat1 是 one curve / one position / one source of truth。
听起来很技术,也确实抓住了最近大家讨论最多的那个点。
问题是,市场里最滑稽的地方就在这里:
一旦某个东西跑出来了,后面永远会有人拿“我修复了它的问题”来开新盘。
原版有 bug,所以我更正统。
原版卡 graduation,所以我更先进。
原版机制不完美,所以我才是社区选择。
原版涨过,所以我也应该被重新定价。
这套逻辑太熟了。
如果当年 BTC 刚出来的时候,这批人就在场,今天估计不止 BCH 分叉 BTC。
起码得有 100 个“更正确的 BTC”。
每一个都说自己修复了原版问题。
每一个都说自己继承了精神。
每一个都说自己更公平、更纯粹、更接近初心。
最后你会发现,真正驱动他们喊的,往往不是技术洁癖。
是仓位。
底部拿了筹码,就开始找正统性。
先有仓位,再有信仰。
先有筹码,再有白皮书。
先有 pump 预期,再有“机制修复”。
sat1 这东西我不否认它做了技术叙事。
它确实围绕 SATO 的 drift、ethCum / totalMintedFair 分裂、graduation reachability 这些点,写了一套“修正版”的解释。
但市场要问的不是:
“它有没有改?”
而是:
一个机制资产的正统性,能不能靠 bugfix 抢过来?
如果答案是可以,那以后每一个成功项目后面,都会跟���一串:
SATO2
SATO bugfix
SATO classic
SATO fair
SATO real
SATO community edition
SATO final final version
然后每个盘下面,都有一批人告诉你:
这个才是真的。
挺好笑的。
我更愿意把它当成一个信号看:
SATO 的叙事已经强到,开始有人围绕它做“修正版叙事”了。
但我也会更警惕:
当一个盘最重要的卖点,是证明自己比原版更正确时,它吃的可能不是创新的钱,而是原版溢出的情绪。
minting SATO on the curve is similar to Bitcoin mining, but based on demand, not on energy
the hook sets a cost of issuance:
p(eth) = (S/K) · e^(eth/S)
that's what it takes to bring the next unit of supply online. you don't have to mint, just like BTC: you can buy on the secondary market instead
supply responds to demand, asymmetrically
demand → prices up → minting profitable → curve advances → marginal rises → repeat
each cycle locks in a higher cost basis. the floor under sato climbs with every mint
minting is mining. mining responds to demand
bullish on the mechanism. an alternative way to issue Bitcoin based on demand
i think this coin is a movement in itself to detract from the norm and just believe in something that you want to change
because of this coin https is getting the attention it deserves, and its always been a dream of mine to see https back at a million
i stand for the movement $pumpa and $https serve, everyone had to take profits sir in this market, just do it respectfully and hold onto your conviction
the ceilings would be sm higher and the space will be better for it
idk how to handle a situation like this but am grateful to be in it, because i have been in the lowest point of my life the past few months, so thank you guys