MarkCrypto.eth 🔴✨｜Optimism.moca

每周链上 $2000 BTC 定投透明计划（已4个月回本）
真实数据 · 可复制路径 · HK Web3 观察者
英文 @MarkCryptoEN
｜YouTube/Web3 旅程: DYOR

[MarkCrypto.eth 🔴✨｜Optimism.moca @MarkCryptoCN]

“2026 BTC 透明计划”

1. 每周定投 2,000 美元 BTC，持续 52 周（全年）。
2. 全程链上执行与公开：Base 网络地址与每笔交易哈希同步披露。

钱包地址：0x45b5b27bD6ecEeee2b8b4c907c029f351e035d7f

数据透明：每周更新 Excel 收益表与净值曲线，实时展示年化与回撤。

目标：以纪律和数据，做一份可复制、可验��的加密投资范本，看看“普通强度”的执行，是否依然能产生具参考价值的结果。

链接：
https://t.co/0roUiHvsbR

[MarkCrypto.eth 🔴✨｜Optimism.moca @MarkCryptoCN]

@0xlemoneth @wu48636254 @0xfluid @jpn_memelord @jpn_memelord 其实一直表达的就是这个意思，公开透明的说清，我觉得还是能够理解的。但是信息不披露，这对存款用户来说是不公平的。

[MarkCrypto.eth 🔴✨｜Optimism.moca @MarkCryptoCN]

@0xfluid Resolve depeg 坏账清理，又出新瓜了！

3月 Resolv depeg 事件给 Fluid 留下了约 2100万美元坏账。
官方当时明确说，其中 820万刀 会从 治理金库 掏钱补偿。
结果呢？👀
@jpn_memelord 最新调查发现：真正从金库走的钱只有 ~30万，剩下 800万居然来自团队多签的无抵押信用额度！

[jpn memelord🛡️ @jpn_memelord]

To address the points raised:
1. The source of the treasury assets was the official Fluid treasury dashboard on the Fluid website. The recent governance proposal supports that being the majority of the funds since it only plans to transfer the positions currently listed in the treasury address, ~$5m in iETH v2 and $300k in fGHO, to the team multisig.

2. The actual legal settlement with Resolv is not in question, nor is the plan to have $8.2m of the bad debt ultimately repaid by the Treasury. However, the method of repayment from the treasury is not following a simple 'liquidate assets' -> 'deposit funds into clean up contract', but instead had the Fluid team multisig withdraw a total of 3.5m USDC and 4.5m USDT from the liquidity layer using a permissioned uncollateralized credit line that was originally only intended for 'Fluid DEX Lite expansion'. This has, at least for now, moved debt on to USDC and USDT depositers on Fluid. While I can presume the intention is to pay down the credit line with liquidated Treasury assets, there is admittedly a shortfall of ~$1m that will need to be paid down by future revenue. In addition, the majority of the are in iETH v2, which is a vault deposit token. This vault is currently effectively frozen, so a majority of those assets require a change in conditions to be liquid. This means that the credit line repayment is contingent on: 1. passed governance proposal, 2. iETH v2 redemptions, and 3. Future revenue to cover the remaining.

The method of repayment and the fact that, at least currently, USDC and USDT depositers are straddled with the debt until the 3 conditions above are met, is what I am trying to inform about with this investigation.

This is not grave dancing, I am not happy bad debt occured and I hope the protocol can recover with no additional losses. However, I am calling out what I see as the Fluid team overstepping their authority in exactly how the debt is being paid down. Drawing on the credit line without a governance proposal in order to fund the Resolv Cleanup contract introduced additional risk to USDC and USDT depositers that they were not informed of.

Original investigation here: https://t.co/He6lGiOMLz

I encourage everyone to look at the evidence and draw their own conclusions.

[MarkCrypto.eth 🔴✨｜Optimism.moca @MarkCryptoCN]

@zippy257 @jpn_memelord 就怕是用户背了。

[MarkCrypto.eth 🔴✨｜Optimism.moca @MarkCryptoCN]

⚠️ Fluid 最新治理提案更新！

Resolv depeg 坏账清偿行动进入新阶段：国库要把 fGHO + iETHv2 头寸全部转给团队 multisig，用于还债。

@jpn_memelord 深度拆解后发现几个硬核问题：
• 实际先用了信用额度垫付约 800 万 USDC/USDT
• 提案转移的资产价值才 530 万左右，且 iETHv2 目前几乎无流动性
• 提案只字未提信用额度细节，透明度存疑DeFi 玩家值得持续关注，后续流动性回流是关键！

原线程👇https://t.co/WAuTm2bYfk #DeFi #Resolv #Superchain #Crypto

[MarkCrypto.eth 🔴✨｜Optimism.moca @MarkCryptoCN]

原线程（附大量链上截图和数据）：
https://t.co/r61gcAlDmE
欢迎理性讨论 👇
（不 FUD，只搬运链上事实）

[jpn memelord🛡️ @jpn_memelord]

I investigated Fluid's activity in cleaning up the Resolve depeg from March 22 that left Fluid with $21m in bad debt.

I found that $8m that was supposed to come from the treasury instead came from an uncollateralized credit line through the Fluid Team Multisig.

🧵👇

[MarkCrypto.eth 🔴✨｜Optimism.moca @MarkCryptoCN]

这件事的核心争议在于：

✅ 官方公告说的是「金库出钱」
❌ 实际操作是「先用用户资金，再说还」

DeFi 项目治理透明度、信用额度使用边界，再次被推上风口浪尖。

你怎么看？是合理应急操作，还是治理滑坡？

[MarkCrypto.eth 🔴✨｜Optimism.moca @MarkCryptoCN]

今天继续执行2026 BTC DCA计划 ✅

又砸 2000U 拿下 0.02470 BTC
成本 ≈ $80,972 / BTC 每周2000刀 透明执行中

Google Sheet 实时更新：
https://t.co/3TE9zX0rMz
坚持就是胜利！长期主义🚀

#Bitcoin #DCA #BTC

[MarkCrypto.eth 🔴✨｜Optimism.moca @MarkCryptoCN]

@jkl852eth turned out Base is really selling a watch.

[MarkCrypto.eth 🔴✨｜Optimism.moca @MarkCryptoCN]

This watch was 70 USDC：空投钱包地址需要超过70U 余额？

This watch is sold out： 已经快照，25年12月18日？

This watch is Based：空投来袭？

[Base @base]

This watch was 70 USDC

This watch is sold out

This watch is Based

[MarkCrypto.eth 🔴✨｜Optimism.moca @MarkCryptoCN]

✅ 第17周 BTC 定投完成！🚀

本周再次链上买入 $2000 USD 的 BTC（Base 网络）

累计投入：$34,000 （目前value $ 35518）
当前进度：17/52 周（2026 年计划）（目前已��盈利平衡线上）

从年初启动到现在，坚持用最朴素的纪律，把加密投资做得公开、可复制、可验证。

交易哈希（公开可查）：
https://t.co/glILvnYaqf

实时数据表 & 净值曲线（每周更新）： https://t.co/0roUiHvsbR

普通人也能坚持的事，你敢不敢一起跑？👇

#BTCDCA #透明投资 #Web3实践

[MarkCrypto.eth 🔴✨｜Optimism.moca @MarkCryptoCN]

参与了40个号，也算自己给币圈DeFi United 添一点点小砖块！

[MarkCrypto.eth 🔴✨｜Optimism.moca @MarkCryptoCN]

🚨 DeFi 行业第一次大规模“自救”：DeFi United 已上线透明捐款看板

4月18日 KelpDAO 跨链桥被盗 ≈2.92 亿美元 rsETH，���致 Aave 等协议出现上亿美金坏账，市场一度流动性冻结。

Aave 创始人 Stani 个人捐 5000 ETH + DAO 拟出 25,000 ETH，Lido、EtherFi、Mantle 等多家协议迅速跟进，目前已筹集超 69,000 ETH（约 1.61 亿美元），全部通过 https://t.co/2a7dkK2rEi 实时链上透明追踪。

这不是某一家协议的事，而是整个 DeFi 在用真金白银证明：我们能联合止血。

币圈并不是只有冷冰冰的数字和代码，这次行业联动其实真的挺让人意外的。

个人能力有��，小捐一笔，也是心意！

#DeFiUnited #KelpDAO #Aave #Web3实践

[MarkCrypto.eth 🔴✨｜Optimism.moca @MarkCryptoCN]

🚨 DeFi 行业第一次大规模“自救”：DeFi United 已上线透明捐款看板

4月18日 KelpDAO 跨链桥被盗 ≈2.92 亿美元 rsETH，导致 Aave 等协议出现上亿美金坏账，市场一度流动性冻结。

Aave 创始人 Stani 个人捐 5000 ETH + DAO 拟出 25,000 ETH，Lido、EtherFi、Mantle 等多家协议迅速跟进，目前已筹集超 69,000 ETH（约 1.61 亿美元），全部通过 https://t.co/2a7dkK2rEi 实时链上透明追踪。

这不是某一家协议的事，而是整个 DeFi 在用真金白银证明：我们能联合止血。

币圈并不是只有冷冰冰的数字和代码，这次行业联动其实真的挺让人意外的。

个人能力有限，小捐一笔，也是心意！

#DeFiUnited #KelpDAO #Aave #Web3实践

[Stani @StaniKulechov]

defiunited.eth is now open for contributions. All contributions are going towards DeFi United relief efforts to restore rsETH and safe DeFi.

https://t.co/gdkGe5pi0e

[Alicia Peas @aliciapeas]

Hi Berlin Community,

We’re 2 days away from our night at @w3_hub! Expect good vibes, great conversation, and plenty of food (veggie and vegan options included) and drinks 🍹

Bring a “Plus One”: Know someone who should be there? Send them the Luma sign up link: https://t.co/mrkqTqO765

[Alicia Peas @aliciapeas]

Berliner 🥨 mark your calendar!

Sat April 25, 6-9pm at w3.hub Kreuzberg →@cryptocom Community Night.

Hang with @__martin__ (Ambassador since ’21) and the local crew.

Food + drinks on the house 🥂
Auf Deutsch. Bring a friend.

RSVP Here:
https://t.co/kOMvCmeZka

[MarkCrypto.eth 🔴✨｜Optimism.moca @MarkCryptoCN]

定投第四个月，前面的刚刚回本。

还有不到9个月，继续。

[MarkCrypto.eth 🔴✨｜Optimism.moca @MarkCryptoCN]

“2026 BTC 透明计划”

1. 每周定投 2,000 美元 BTC，持续 52 周（全年）。
2. 全程链上执行与公开：Base 网络地址与每笔交易哈希同步披露。

钱包地址：0x45b5b27bD6ecEeee2b8b4c907c029f351e035d7f

数据透明：每周更新 Excel 收益表与净值曲线，实时展示年化与回撤。

目标：以纪律和数据，做一份可复制、可验证的加密投资范本，看看“普通强度”的执行，是否依然能产生具参考价值的结果。

链接：
https://t.co/0roUiHvsbR

[MarkCrypto.eth 🔴✨｜Optimism.moca @MarkCryptoCN]

@0xCryptoJoker ens 都没人要���😂

[MarkCrypto.eth 🔴✨｜Optimism.moca @MarkCryptoCN]

多少人在这上面买过ENS靓号，这个原来在25年就已经停止运营了。

https://t.co/pLYMjJq7RX