Miss.7

不炒币的设计师不是好韭菜～
INTJ x Product Designer (っ◔◡◔)っ 我是07啊～

[Miss.7 @Miss7_my]

@MEXC ♾

[Miss.7 @Miss7_my]

哇 https://t.co/EJy6W27RLm

[比特欧 Elvin @DRbitcoin36]

大家卷 TradFi 这么久，上半年成绩单出来了

调研网站 @TokenInsight 前几天出了一份很透明的 TradFi 数据，把市面上的几家 CEX 在今年的 TradFi 表现做了评级，里面报告有点复杂，我做了可视化。

· TradFi 范围：美股、港股、债券、外汇、黄金、白银、原油、基金、主流指数及相关的衍生品。

币安 @binancezh 已经吃下了 TradFi 的 60% 市场，第二季度交易量有 3800 亿美元，意思是如果把剩下几家的交易量加一起，其实还是少于币安。交易量是在第二季季度开始暴涨，目前是断崖领先。

往下看看，@bitget 和 @okx 这两家的成绩非常靠近（交易量 / 市场份额），从数据层面看，OKX 是在第二季度开始发力追上了 Bitget （季度变化上涨 10.8%），Bitget 在第二季度的表现不算太好。

剩下几家中腰部的 CEX ，@MEXCZH 的表现比我想象中好，和前面几个相差不远，市场份额有 10.9%，其他几家还需要再努力了

[KiteSprint @KiteSprint]

It’s been a while since an app genuinely impressed me 😭✨

[Brian Armstrong @brian_armstrong]

This is an email I sent earlier today to all employees at Coinbase:

Team,

Today I’ve made the difficult decision to reduce the size of Coinbase by ~14%. I want to walk you through why we're doing this now, what it means for those affected, and how this positions us for the future.

Why now
Two forces are converging at the same time. We need to be front footed to respond to both.

First, the market. Coinbase is well-capitalized, has diversified revenue streams, and is well-positioned to weather any storm. Crypto is also on the verge of the next wave of adoption, with stablecoins, prediction markets, tokenization, and more taking off. However, our business is still volatile from quarter to quarter. While we've managed through that cyclicality many times before and come out stronger on the other side, we’re currently in a down market and need to adjust our cost structure now so that we emerge from this period leaner, faster, and more efficient for our next phase of growth.

Second, AI is changing how we work. Over the past year, I’ve watched engineers use AI to ship in days what used to take a team weeks. Non-technical teams are now shipping production code and many of our workflows are being automated. The pace of what's possible with a small, focused team has changed dramatically, and it's accelerating every day.

All of this has led us to an inflection point, not just for Coinbase, but for every company. The biggest risk now is not taking action. We are adjusting early and deliberately to rebuild Coinbase to be lean, fast, and AI-native. We need to return to the speed and focus of our startup founding, with AI at our core.

What this means
To get there, we are not just reducing headcount and cutting costs, we’re fundamentally changing how we operate: rebuilding Coinbase as an intelligence, with humans around the edge aligning it. What does this mean in practice?

- Fewer layers, faster decisions: We are flattening our org structure to 5 layers max below CEO/COO. Layers slow things down and create coordination tax. The future is small, high context teams that can move quickly. Leaders will own much more, with as many as 15+ direct reports. Fewer layers also means a leaner cost structure that is built to perform through all market cycles.

- No pure managers: Every leader at Coinbase must also be a strong and active individual contributor. Managers should be like player-coaches, getting their hands dirty alongside their teams.

- AI-native pods: We’ll be concentrating around AI-native talent who can manage fleets of agents to drive outsized impact. We’ll also be experimenting with reduced pod sizes, including “one person teams” with engineers, designers, and product managers all in one role.

In short: AI is bringing a profound shift in how companies operate, and we’re reshaping Coinbase to lead in this new era. This is a new way of working, and we need to leverage AI across every facet of our jobs.

To those who are affected
I know there are real people behind these decisions — talented colleagues who have poured themselves into this company and our mission. To those of you who will be leaving: thank you. You’ve helped build Coinbase into what it is today, and I am sincerely grateful for everything you've done.

All impacted team members will receive an email to their personal account in the next hour with more information, and an invitation to meet with an HRBP and a senior leader in your organization. Coinbase system access has been removed today. I know this feels sudden and harsh, but it is the only responsible choice given our duty to protect customer information.

To those affected, we will be providing a comprehensive package to support you through this transition. US employees will receive a minimum of 16 weeks base pay (plus 2 weeks per year worked), their next equity vest, and 6 months of COBRA. Employees on a work visa will get extra transition support. Those outside of the US will receive similar support, based on local factors and subject to any consultation requirements.

Coinbase prides itself on talent density. Our employees are among the most talented people in the world, and I have no doubt that your skills and experience will be highly sought after as you pursue your next chapters.

How we move forward
To the team that is staying, I know this is a difficult day. We’re saying goodbye to colleagues and friends you've been in the trenches with. But here’s what I want you to know as we move forward together:

Over the past 13 years, we have weathered four crypto winters, gone public, and built the most trusted platform in our industry. We’ve made it this far by making hard decisions and by always staying focused on our mission. This time will be no different – nothing has changed about the long term outlook of our company or industry. And most importantly, our mission has never been more important for the world. Increasing economic freedom requires a new financial system, and we’re building it.

The Coinbase that emerges from this will be more capable than ever to achieve our mission.

Brian

[Miss.7 @Miss7_my]

不管是交易，还是职场，最先被甩下车的人就是最FOMO的那批人。

[Miss.7 @Miss7_my]

@FLS_OTC 你可以拿bg的袋子去装ok的周边

[Miss.7 @Miss7_my]

@Bitget_zh @GracyBitget 只有我觉得你big胆吗？

[Miss.7 @Miss7_my]

@GracyBitget 反正效果达到了

[Miss.7 @Miss7_my]

摸鱼使我快乐

[0xSun @0xSunNFT]

复盘了近期一些事件驱动的机会，我认为目前新闻交易依然是币圈最值得投入精力的方向之一。做交易的利润本质来源于两点，第一是方向性，第二是波动性，而新闻交易恰好符合，结合事件容易判断方向，同时也由于事件本身的影响，加上市场合力，会产生较大的波动。

2月$ETH异常天地针：
某个用户的做市脚本出现问题，导致一直在$2040~2060区间高买低卖，持续了10分钟左右，如果第一时间发现ETH交易量异常，并查看分钟线，就能在区间反向挂限价单，不停成交，实现获利，当时事后也有好几位高手在推特上分享，赚了几十万u甚至1~2M。

Lighter限制$Arc费率：
有庄家选择在Lighter上利用合约操盘Arc，在2.26的凌晨六点半，Lighter官方发布了公告，将每8小时的费率上限从4%提高到了20%，庄家如果继续做多扛不住资金费率，选择平仓，Arc随后在8小时内从$0.11下跌到$0.035。

$Fartcoin操纵
钱包集群在Hyperliquid上用类似之前操纵XPL的手法，目的是短时间内拉升Fartcoin价格，随后提出利润，剩下本金爆仓。最有确定性的是通过监控钱包集群的余额和钱包提取动作判断下跌时机，但是这次该钱包集群被反向狙击了，余额还没用完就被大量空单砸到清算价，Fartcoin从$0.25瞬间跌到$0.2，随后缓慢跌到$0.17。

Templar退出$TAO生态
Templar是TAO最大的子网之一，也是这波TAO作为去中心化AI上涨的核心叙事之一，在4.10号发推官宣退出TAO生态，TAO在5小时内从$330跌到$260，随后一路阴跌至240。

$RAVE大调查
4.18号ZachXBT发推表示交易所应该调查Rave这类控筹90%以上拉高出货的代币，得到Bitget CEO Gracy回应，随后Rave从$20开始下跌，14小时后最低跌破$1。

KelpDAO被盗
4.19凌晨KelpDAO被盗，造成AAVE坏账，攻击方式与跨链桥LayerZero有关，此后$AAVE从$111跌至$91，$ZRO从$1.9跌至最低$1.4。

要做好新闻交易，其实类似之前的盯链思路，要么投入大量精力，第一时间获取消息，结合快速的判断力，做出相应操作，要么靠认知，即使进场时间晚了，但是能判断出该事件是否可能带来更深远的影响，同样可以获利。

另外，随着这波妖币带动的山寨行情逐渐进入尾声，我重新开始了做多BTC，做空山寨的对冲，标的选择上，依然是以前的思路，仓位分散，优先选择非全流通、非新币、叙事过时的山寨。其实能感觉到目前币圈的流动性依然非常差，而且随着大量山寨币的叙事破灭，RWA资产被引入，山寨整体相对大盘继续下行是大概率事件。

[Miss.7 @Miss7_my]

@0xAA_Science @Weixin_WeChat @openclaw 哟～期待了

[Miss.7 @Miss7_my]

做调研的时候开了一张单，然后忘了，然后今天一看竟然赚了一杯奶茶钱

[Miss.7 @Miss7_my]

恭喜自己～

[MEXC @MEXC]

MEXC AI Partner has been named a winner of the iF DESIGN AWARD 2026 🏆

Proud to be the only centralized crypto exchange globally to receive this recognition.

More👉 https://t.co/9lxivgNgfI

[Miss.7 @Miss7_my]

I will be RICH.
I will be RICH.
I will be RICH.
I will be RICH.
I will be RICH.
I will be RICH.

[MEXC @MEXC]

You Will Be Rich
You Will Be Rich.
You Will Be Rich.
You Will Be Rich.
You Will Be Rich.
You Will Be Rich.
You Will Be Rich.
You Will Be Rich.
You Will Be Rich.
You Will Be Rich.
You Will Be Rich.
You Will Be Rich.
You Will Be Rich.

[Miss.7 @Miss7_my]

@Xbt886 案情，哈哈哈哈哈哈～

[Miss.7 @Miss7_my]

止盈吗？

[Miss.7 @Miss7_my]

这个AI有点东西……

[Miss.7 @Miss7_my]

跌破是必然的

[Miss.7 @Miss7_my]

@Xbt886 你别说，真有点像