momo

用自己喜欢的方式过一生

[momo @LibertyCatsFeng]

@Ryu_LCat gm

[第一美少女 @jheioff]

170万USDT被盗，Gate的“负责到底”最后只剩沉默。

我把账户被接管的经过、审核疑点和后续沟通整理在了这篇文章里。钱没赔，事情没解决。

请帮我转发，别让这件事被拖到无人再提。

@Gate_zh @Han_Gate #Gate https://t.co/mU45XdnhX5

[momo @LibertyCatsFeng]

@yingbinance 这个榜单在哪看

[第一美少女 @jheioff]

这次MEXC的事件又说明了一个问题：现在AI换脸、伪造手持视频、社工攻击越来越成熟，交易所的风控还停留在“资料看起来对得上就放行”，早晚还会出事。

而煞笔Gate出了事第一反应就是反复强调“平台没错”，把责任全部往用户身上推，甚至污名化用户，后面再冷处理、装死、不回应。

且我已经正式在公安刑事立案！
今天是Gate事件刑事立案后的第73天 @Gate_zh @Gate
是韩林派出律师全程线下介入的第57天 @Han_Gate

而我，畜生gate九年老用户，还在维权……

[momo @LibertyCatsFeng]

@AlexLychee 美美哒旁边小孩是谁呀🤣

[Scott｜Monsterblockhk @0xScottlai]

如果你有玩 Pons 卻不認識 robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3 請看看👇🏻
衝到 90M 已經玩完了，要打敍事關注力的不用再看

技術面的觀點可以先看 Coulou 這篇長文，我就不在這展開
https://t.co/v9b4wBz0Lz

我自己的判斷很直接 >>> 現在進場的話，Thesis 買的就是定價後的選擇權，不是下一隻未爆發的幣

Orbio 的產品還在，我自己也很喜歡 inference capital market 這個敍事，完美把 AI 推理跟幣圈的炒幣情緒綁定在一起

而且你看官網數據也會知道閘道也有請求，CREDIT 累計產出 $182.86K ，但這一切數據只是證明專案還活著

————————

我覺得 2025-2026 這個週期最容易踩的坑，就是去找「長得像上一隻 Winning ticker」的東西，如果去覆盤一下的話，你會發現一般功能相似的幣通常都已經早被定價

拿 $PONS 做例子，它能爆不是因為它發明 launchpad，而是 Pump 的玩法搬到 Robinhood Chain

Orbio 能爆也不是因為它發明了推理，而是把按次付費做成可持有、可質押、可配對的 CREDIT，會爆的是同一種需求、尚未被標價的差異

你再去找下一個一樣的 CREDIT，市場不會再多付一次價值發現的錢

所以現在我看標的都會主要看這四個數據：

1. 持有人收益率＝年化持有人收益÷流通市值
2. 市值缺口＝龍頭市值÷標的市值
3. 消耗比＝當期燒毀或真實用量÷當期新鑄庫存
4. 發現狀態＝有可跑產品＋還沒被長文標價＋討論還在千級瀏覽

單看一個數據都不行！

只看收入，你會買到已經很貴的平台幣
只看敘事，你會買吉祥物 Agent
只看低市值，你會買到空氣幣

4 個數據一起看才分得清你買的是還沒被定價的項目，還是接棒盤

$PONS $STONK 已經被定價，而跟 Orbio 敘事最近的是 $PAIR $UBIK ，但兩隻都已經有過主升浪跟回撤，想找一下有資訊差的還是需要努力一下！

[momo @LibertyCatsFeng]

@eth200000 musebook不是底池吗

[momo @LibertyCatsFeng]

@timotimo007 来了

[藤蔓鲁哥 @luge517]

给大家又整理一波我经常看的各个链上的各种项目

sol上面的 $stonk昨天创新高

但是大家别忘了看看这波行情的主线robinhood。robin过几天29号举办HOOD summit大会

预计会有重大利好宣布，毕竟官推和创始人昨天都做了预热。整个robin生态，目前我最看好的发射台是LONG平台，它是币股配对的发射台，算是本轮热点行情的起点。

这个平台第一优选项目就是 $AI，毋庸置疑的龙头代币，除此之外，再推荐几个我看好的代币。
$boner,同名代币配对同名公司股票底池，上市公司非常关注和支持这个项目。

$meme,vlad关注，目前acm共识还不支持看看后面怎么发展，

另外， $zzz,GMX团队在robin新开发的项目。 $ubik，AIXBT团队在robin 新开发的项目。这两个项目都属于知名项目团队再创业。

delta,robin链的流动性层协议。shroom和index,昨天pons公布新增了这两个代币作为发射代币的配对底池选项，我会持续关注这两个代币配对的项目会不会出金狗。hookr，v4hook发射台，@zapper_fi联创的新项目，期待它可以开发出更多新玩儿法。

pare，robin链币股收益拆分项目，pendle的升级版本，在robin链有先发优势，但是也会考虑pendle如果到robin来开发同类产品，有经验优势和用户优势，可能后来居上，所以这个项目还在持续观察中。期待robin下一次的大爆发

[momo @LibertyCatsFeng]

@Ryu_LCat 牛

[momo @LibertyCatsFeng]

@BTCKiK @lijiuer1 是谁呢好难猜

[Garrett @GarrettBullish]

https://t.co/g5Wcnhxf3v

https://t.co/Li2BChZD4k

[momo @LibertyCatsFeng]

@NIAOBGE 滴滴

[Winry @vonzz6]

别冲ARC了，早点回归RH吧，RH才是family！

[momo @LibertyCatsFeng]

@Rain_LCat @LibertyCats_APP 聊胜于无吧

[momo @LibertyCatsFeng]

@LibertyCats_APP 0x0b7548E6c476880C1241d5f459Ce9026E00bA08f

[Liberty Cats @LibertyCats_APP]

🐈 LibertyCats Giveaway

🎁 5 Winners × 5 USDT

How to enter:

1️⃣ Follow @LibertyCats_APP
2️⃣ Like this post ❤️
3️⃣ Repost 🔄
4️⃣ Drop your EVM wallet address in the comments 👇

That’s it.

5 winners will be randomly selected after the giveaway ends.

Good luck. 🐈

Stay free. Stay a Cat.

——

🐈 LibertyCats 官方抽奖活动

🎁 5 位中奖者 × 5 USDT

参与方式：

1️⃣ 关注 @LibertyCats_APP
2️⃣ 点赞本帖 ❤️
3️⃣ 转发本帖 🔄
4️⃣ 在评论区留下你的 EVM 钱包地址 👇

就这么简单。

活动结束后将随机抽取 5 位幸运用户。

祝大家好运。🐈

Stay free. Stay a Cat.

[Unipcs (aka 'Bonk Guy') 🎒 @theunipcs]

i'll admit:

i haven't been very optimistic about Solana recently, and i've been quite vocal about it

in fact, i have a thesis written on why i think RH & BNB Chain outperform while Solana loses significant mindshare/marketshare this cycle

i wrote the draft last week and have just been too busy to edit it

i think it's probably the longest thing i've ever written for X 😅

but my bias is starting to change

i'm beginning to lean bullish on Solana and the Solana ecosystem again

at least much more bullish than i've been over the past few months

and there are a few reasons why:

1. Solana is starting to embrace the trenches again

i have zero exposure to $STONK or its ecosystem

i actually faded it because i assumed Pumpfun would launch a similar feature and kill it early

but i've noticed Solana leaning VERY heavily into pushing STONK and its ecosystem over the past week

so much so that both STONK and another token launched on it have hit $100m+ market caps within the past week

IMO, this is a clear sign of a cultural shift within Solana

it looks like they're becoming much more willing to encourage and incentivize projects that can actually help their ecosystem grow

this is BY FAR the recent development i'm most bullish on

not because of the token itself

but because of what it potentially represents:

a cultural change coming from the top down

2. Solana leadership is paying attention now

they actually reached out to me and wanted to chat about how they can better align with the trenches

i had a very constructive chat with @vibhu today 🫡

i think this is a pretty big deal

nobody could force them to reach out if they didn't want to

but they clearly recognized that something wasn't working and wanted to understand how they could improve it

that makes me significantly more bullish on their leadership

huge props to @mst1287 for facilitating this btw 🫡

3. Solana is taking a much more active stance towards supporting its ecosystem

i think a lot of blockchains are starting to learn from Robinhood and @vladtenev 😅

the StonkFun example i mentioned above is one example

another is Solana's official page acknowledging solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk just hours after i tweeted that it had received zero acknowledgement from them

and it wasn't just the official page

@toly himself acknowledged it

those who know me know i have a very soft spot for solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk

but i'm bullish on this move from Solana leadership for reasons that go far beyond my bags

it's about the message it sends

solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk is by far the best-performing new token to have launched on Solana since it went live

it deserves the acknowledgement!

Solana is obviously a decentralized blockchain

it doesn't need, and shouldn't try, to kingmake projects

but if projects and communities feel like they have a genuine & equal opportunity to receive recognition when they do well, more builders and trenchers are going to rally behind the chain

and that is VERY bullish for Solana

as i've consistently said throughout all of my criticisms of Solana:

my issue was NEVER the infrastructure or the technology

Solana has some of the best infrastructure in crypto and one of the strongest network effects we've seen in this space

they've also provably scaled and battle-tested an absolutely insane amount of traffic in an incredibly short period of time

i mean, nothing beats the traffic from U.S. president launching a coin on your chain 😅

my issue has always been the culture

specifically, how extractors seemed to have a chokehold on the Solana trenches to the detriment of users

but Solana leadership now seems to be responding to that criticism by getting into the trenches themselves and actively working to fix things one by one

and THAT is what is changing my mind

as for the thesis i wrote last week that was extremely bearish on Solana relative to RH & BNB Chain:

i've chosen to send it to Solana first before publishing it publicly

for a few reasons:

- i'm seeing changes that make me more optimistic than i was when i wrote it
- this makes me feel that there might be things being worked on that i'm unaware of, and i'd hate to be biased against them without having this context
- i might have some ideas that could help Solana maintain its edge, and since they reached out to me, i figured i should share them first
- if i do publish the thesis, i want to make sure i accurately represent the Solana side

because ultimately, my goal is to help my followers make the most money possible by identifying and positioning around the right trends

getting this wrong could cost both my followers and me

so yes, i still reserve the right to publish the thesis

and i probably will eventually

but if i do, it will be a much more balanced piece than the one i originally wrote

my Solana bias is changing

and i will keep you guys updated on my unbiased thoughts in due time!

[Ru7.ai @Ru7Longcrypto]

盘点下中文区牛逼的链上选手—fomo账号

1. @3ethtomoon fomo 同名
2. @thankUcrypto fomo 同名
3. @Mirro7777 fomo 同名
4. @lanaaielsa fomo：fmpumpguy
5. @Ed_x0101 fomo同名
6. @BitCloutCat fomo：397397
7. @BTCdayu fomo同名
8. @vonzz6 fomo：winry0517
9. @AnselFang fomo同名
10. @_pogai_ fomo：_bnbull_
11. @wdctlllltcdw fomo：wdctll
12. @CryptoCharming fomo：CryptoCharming1
13. @Jingxin147741 fomo：jingxin147741
14.@XXAntiWar fomo：XXAntiWar
15. @yuren477 fomo：yuren477

还有什么我遗漏的，欢迎补充👇

[momo @LibertyCatsFeng]

@monkeyjiang xdog为什么是美股memes