三月既望

一个被市场淘汰的散户。
加密已没有红利。

[三月既望 @Lesliedeng7]

才10.5K VVV，应该是最少的才对，玩文字游戏呐？

[Venice @AskVenice]

The latest discretionary $VVV burn has been executed

At a total of $162K in VVV at time of burn, this is the largest yet.

[三月既望 @Lesliedeng7]

勇士

[Watcher.Guru @WatcherGuru]

JUST IN: Tom Lee's 'BitMine' buys 126,971 $ETH worth $213 million.

[三月既望 @Lesliedeng7]

@haydenzadams 160,000 UNI burned in 24H

[三月既望 @Lesliedeng7]

看持续性～

[UNI Burn Bot @UNIBurnBot]

UNI burn just hit an all-time high on Base 🏆

46,000 UNI burned in 24H

[三月既望 @Lesliedeng7]

@binancezh 连续亏损的第365天

[三月既望 @Lesliedeng7]

放量了，是下跌。

[三月既望 @Lesliedeng7]

@Kalshi 100%

[三月既望 @Lesliedeng7]

@AskVenice 通缩就太遥远了

[Base中文台 @basezh]

Virtuals 上周持续推进 Agent 商业标准、Base MCP 集成与 Agent 基础设施扩张；Base 本周推荐应用 SwapRoyale 主打技能型 Fantasy 交易；Compass 推荐 AI 投资钱包 Moby；Aerodrome 持续推进 Agent、激励与锁仓生态建设；Bankr 持续扩展链上 Agent Skills 工具生态。

🧵👇

[Base中文台 @basezh]

https://t.co/dj5Z6xYTnT

[NVIDIA @nvidia]

A new era of PC.

25.0528, 121.5990

[Base中文台 @basezh]

Base MCP 正式发布，允许用户将 Agent 直接连接至 Base Account，在聊天界面中完成转账、Swap、资产管理及协议交互等链上操作，确保 Agent 经济继续发生在 @base。

Base MCP 首发已集成技能插件包括：@MoonwellDeFi、 @Morpho、 @Uniswap、 @avantisfi、 @bankrbot、 @AerodromeFi 与 @virtuals_io。

[三月既望 @Lesliedeng7]

长期赛道，但是盈利能力很差 ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 ethereum:0xcccccccccc33d538dbc2ee4feab0a7a1ff4e8a94

[Tanaka @Tanaka_L2]

➥ RWA rails are starting to look like the next serious rotation

Frens, I don’t think this is just another tokenized Treasuries trade anymore.

The bigger bet is who controls the infrastructure layer for real assets moving onchain.

RWA onchain value is now around $33.99B, and the market is slowly waking up to one thing:

Tokenization is only step one, the real value sits in the rails:

→ issuance
→ custody
→ compliance
→ liquidity
→ cross-chain settlement
→ DeFi integration
→ institutional distribution

2 names keep standing out on my screen:

⓵ $ONDO | @OndoFinance
The obvious public-assets play. Treasuries, tokenized equities, ETFs, Ondo Global Markets, Ondo Chain.

ONDO feels like the cleanest bet if you believe Wall Street products will move onchain first through regulated, institution-friendly rails.

⓶ $CFG | @centrifuge
The quieter infra play. Private credit, invoices, asset-backed lending, originator infrastructure.

CFG is interesting because RWA cannot stop at Treasuries. If this market really scales, it needs credit rails, not only yield wrappers.

The difference:

$ONDO = distribution + product scale
$CFG = credit infra + valuation asymmetry

This is why I’m watching both.

ONDO already has the stronger brand, bigger liquidity and clearer institutional mindshare.

CFG looks smaller, but the setup is more asymmetric if capital rotates from safe RWA yield into RWA infrastructure.

My view:

→ RWA in 2026 will not be priced only by TVL.
→ The market will start pricing which protocols become the default rails for Wall Street 2.0.

And when that happens, both $ONDO and $CFG deserve attention.

[三月既望 @Lesliedeng7]

mark

[Brian Armstrong @brian_armstrong]

Major areas where the financial system still needs an update:

1. Tokenization of real-world assets - Real estate, stocks, bonds, funds, etc. onchain for instant settlement, fractional ownership & massive distribution.

2. 24/7 Global trading - Pooled global liquidity, every asset, every person, with great leverage and capital efficiency.

3. Next-gen payments - Near-instant, low-cost global transfers using stablecoins, including for Agentic payments.

4. AI-powered risk, credit, compliance, and advice - Better decisions, less fraud, and broader access to capital. Everyone gets access to a great financial advisor.

5. Innovation friendly regulation - Move from one-size-fits-all to risk-based rules that encourage innovation and competition instead of stifling it.

6. Expanded access - Open protocols that reduce middlemen and self-custodial wallets to expand access to everyone with a smartphone.

7. Capital formation - Low cost and turnkey for anyone to raise money for a good idea, increasing the number of startups.

8. Sound money - A refuge from inflation, when discipline is lost in fiat money.

Jobs not done until we get these working for all.

Will require lots of tech innovation and policy work to get there.

[三月既望 @Lesliedeng7]

又活过来了，出现两个10M+

[三月既望 @Lesliedeng7]

@696_eth $bnkr 基本死亡了，没有竞争力。

[三月既望 @Lesliedeng7]

@ben_grossman 趋势

[三月既望 @Lesliedeng7]

chatgpt好像比之前聪明了好多。

[三月既望 @Lesliedeng7]

@OndoPerps 花钱了么？怎么一直出现在今天的推荐信息流里？

[0xMedia @0xmediaco]

https://t.co/qSesHaoGQo

[x256.hl @x256xx]

Coinbase Q1 earnings are in

Coinbase: $394m loss

Hyperliquid: $192m profit

Same business. 11 people vs 4,250

Hyperliquid