cryptodoggy

Crypto Researcher #DEFI #BTCFI #AI 项目研报，链上数据分析，每日分享

[cryptodoggy @MultiDoggy]

2/ Babylon staker实际收益看到手points

Babylon第一阶段两期质押已经结束，我们来综合算一下各家LRT stakers能拿多少point，这个才是质押用户的切身利益。按照Babylon积分规，粗略计算下来point per stake的排序为:
🔹Bedrock: 5854
🔹Lorenzo: 4318
🔹PumpBTC: 4106
🔹Solv: 3957
🔹Lombard: 2567

[Peter Girnus 🦅 @gothburz]

I am a Web3 Ambassador at World Liberty Financial.

There are 12 of us on the team page. 4 are named Trump. 3 are named Witkoff. The page calls us "the passionate minds shaping the future of finance."

600,000 wallets bought our memecoin. They lost $3.87 billion. The family collected $350 million in trading fees. It launched 3 days before the inauguration. 80% of the supply went to CIC Digital LLC and Fight Fight Fight LLC. I did not choose the names. I designed the allocation, the vesting, the timing, and the distance between the product and the President.

The distance is my best work.

I am the reason these events are unrelated.

World Liberty Financial sends 75 cents of every dollar to DT Marks DEFI LLC. That is the family entity. Zero capital contributed. Zero liability assumed. I wrote this into the Gold Paper. Page 14. The lawyers bound it in white leather. The binding cost more than the due diligence.

Justin Sun invested $75 million. He was facing SEC fraud charges. The SEC dropped the case. He is now our advisor. These events are unrelated.

Changpeng Zhao pleaded guilty to federal money laundering violations. He received a presidential pardon. The SEC dropped its lawsuit against his exchange the same week we listed our stablecoin. Then the exchange settled a $2 billion deal entirely in that stablecoin. These events are unrelated.

Arthur Hayes, Benjamin Delo, and Samuel Reed of BitMEX pleaded guilty to Bank Secrecy Act violations. All 3 received presidential pardons. Then the company itself was pardoned. $100 million in fines. Gone. An American first. These events are unrelated.

Sheikh Tahnoun of Abu Dhabi paid $500 million for a 49% stake that was never publicly disclosed. Then the administration approved semiconductor exports to his companies over national security objections. These events are unrelated.

Everything is unrelated. I track the unrelatedness on a dashboard I built. The dashboard has 7 columns now. I am proud of the dashboard.

On May 22nd, 220 people paid a combined $148 million to eat dinner with the America First president. Over half were foreign nationals. Justin Sun paid $18.5 million for the first seat. He visited the Executive Office Building the day before. I designed the seating chart. I put it on the Investor Confidence page. That page is doing well.

The team page lists 3 Witkoffs. All 3 are Co-Founders.

Steven Witkoff is the President's Middle East envoy. He testified as a character witness at the President's fraud trial.

His son Zach runs the crypto operation. His son Alex is also a Co-Founder. I have not been told what Alex co-founded.

The father runs the diplomacy. The sons run the platform. The family runs both. That is organizational efficiency.

Barron is 19. His title is Web3 Ambassador. The same as mine. Donald Jr. called the conflicts of interest "complete nonsense." Eric launched a Bitcoin mining company called American Bitcoin. America First. The mining partner is Hut 8. Hut 8 was founded in Canada. America First means the name.

On March 6th, the President signed Executive Order 14233 creating a Strategic Bitcoin Reserve. The order directs the government to hold Bitcoin. The President's family holds billions in Bitcoin. The executive order appreciates the President's assets by presidential decree. I did not write the executive order. I made sure it looked unrelated to the portfolio.

Trump Media put $2 billion of Bitcoin on its balance sheet. The ticker symbol is DJT. His initials. The press secretary said it is absurd to insinuate the President profits off the presidency. Forbes calculated his crypto holdings exceed the combined value of Mar-a-Lago and Trump Tower. I would call that absurd too. That is my job.

600,000 wallets bought in. 1 of them asked why she could not withdraw her funds. I told her the protocol was experiencing dynamic market conditions. She asked what that meant. I sent her the Gold Paper. She said she had read the Gold Paper. I muted her channel. Dynamic means the conditions change. The condition that changed was her access.

A congressman called us the world's most corrupt crypto startup operation. We put it on a coffee mug. Ironic merchandise. $45. The revenue split on the mug is also 75/25.

My own tokens vest on a different schedule. I wrote that schedule. That is not in the Gold Paper.

The memecoin funds the family. The family funds the platform. The platform funds the stablecoin. The stablecoin funds the deals. The deals require the pardons. The pardons free the partners. The partners fund the platform. The President signs the executive orders. The executive orders inflate the assets. The assets fund the family.

I am the reason these events are unrelated.

[cryptodoggy @MultiDoggy]

@bocaibocai_ 因为搞不来AI

[cryptodoggy @MultiDoggy]

@0xKEVDD @cryptobraveHQ @ether_fi @useTria 网站做的很好呀

[cryptodoggy @MultiDoggy]

@rtk17025 关注了

[cryptodoggy @MultiDoggy]

@AndyJYGood68 Can’t agree more. 两个赛道的用户其实很大比例重合

[cryptodoggy @MultiDoggy]

居然没有人收购？

[DappRadar @DappRadar]

After seven years, it's time to say goodbye.

[cryptodoggy @MultiDoggy]

@zkgoudan @build_on_bob @Build_on_bob_CH 确定是底气足？是再不推上日程不行了吧

[cryptodoggy @MultiDoggy]

APTOS要给APT打榜，希望它能再红个10年吧😂

[Movemaker🌐Aptos华语社区 @MovemakerCN]

Aptos~Aptos~🎶
阿婆次~阿婆次~🎶

全世界都在说中国话， @Aptos 创始人A哥也来力

感谢 Movemaker 社区小伙伴们的神级创意，够洗脑，够魔性，传出去！！！

PS：跪求 @AveryChing @0xSamuelG 教教退场舞😁

[cryptodoggy @MultiDoggy]

@cheryldchan @kamino 期待更多的华语区互动

[cryptodoggy @MultiDoggy]

@TheJaFung @Sei_FND 恭喜🎉

[cryptodoggy @MultiDoggy]

@jason_chen998 看看其他行业，再回来看加密行业行业，你应该会被按摩到

[cryptodoggy @MultiDoggy]

OKX 开除XLayer 一号员工的官宣，社区里一波人在骂草包PR，含沙射影友商的Star，另一波人也在等着看Flex会不会入职币安 。各大厂前员工现牛马纷纷吐槽对员工的压迫，也穿插着个别说前司福利羡煞众人的。

看着社区的群嘲和热议，不知道Star有没有反思，也不知道Felix有没有后悔。

crypto行业里，老板对员工的价值索求、愿意承诺的福利，以及员工对老板和公司的预期，中间永远有一道跨越不了的鸿沟。有趣的是，老板和员工都觉得在为对方“掏心掏肺”。

希望大家早日自由，如果离自由还有一段路，那当下就好好享受你喜欢的这个行业，这份工作。

[Star_OKX @star_okx]

人才竞争是我们这个行业最核心的竞争之一。
OKX 始终致力于为优秀的人才提供最具竞争力的回报、最广阔的成长空间和最有活力的创新环境——
因为真正的竞争力，始于人才。

[cryptodoggy @MultiDoggy]

@EnHeng456 @RXu107 @0xWenMoon 哈哈哈 别公开说呀 你让他怎么回

[cryptodoggy @MultiDoggy]

今天我的Airbnb host在家里做了哥伦比亚本地菜邀请我一起吃午餐

聊到昨天川普暂停对哥伦比亚的经济支持，打击哥伦比亚毒品制造。他们就直言很不喜欢特朗普，"Malo!"

特别有意思的是，这两天连续有本地人跟我聊毛泽东。还有昨天Comuna13西语团里的几个阿根廷人和秘鲁人，好像对毛泽东都挺熟悉的。我问了一下，原来他们上学课本里是要学的，毛泽东是共产主义代表人物，他们对毛泽东印象很好。

[cryptodoggy @MultiDoggy]

哪里有市场哪里就有需求，是不是应该先管理一下美国的毒品需求？

早上去实地探访了哥伦比亚的毒枭社区Comuna 13，曾经的全球最危险的犯罪平民窟，如今已经是游客打卡的网红旅游景点了。

[Commentary Donald J Trump Truth Social Posts On X @TrumpTruthOnX]

President Gustavo Petro, of Colombia, is an illegal drug leader strongly encouraging the massive production of drugs, in big and small fields, all over Colombia. It has become the biggest business in Colombia, by far, and Petro does nothing to stop it, despite large scale payments and subsidies from the USA that are nothing more than a long term rip off of America. AS OF TODAY, THESE PAYMENTS, OR ANY OTHER FORM OF PAYMENT, OR SUBSIDIES, WILL NO LONGER BE MADE TO COLOMBIA. The purpose of this drug production is the sale of massive amounts of product into the United States, causing death, destruction, and havoc. Petro, a low rated and very unpopular leader, with a fresh mouth toward America, better close up these killing fields immediately, or the United States will close them up for him, and it won’t be done nicely. Thank you for your attention to this matter! President Donald J. Trump

[cryptodoggy @MultiDoggy]

有时差的好处就是美国这边的消息都能第一时间收到
坏处就是跑出去玩了，没来得及操作🙂

[Punk（2898 🙌💎） @punk2898]

跟大家说一下发生什么了，导致了什么连锁反应【100亿美元的清算规模】🧐

一、起因：Trump 的一条帖子引发的暴跌【图一】

总结：

1️⃣ 中美关系已恶化到“无需会面”的地步

2️⃣ 美国准备在金融和贸易上进行报复

3️⃣ 他将利用“稀土垄断”这一点来正当化关税升级

二、这导致几个事件发生：

1️⃣ 美股崩了，很久很久很久纳斯达克指数没有日内暴跌 3.56% 的跌幅了

2️⃣ 币圈一开始没有反应过来，过了好久才开始暴跌（大概率是做市商的风控策略没有生效？）

3️⃣ 美元跌 0.57%、油价跌 4%、最近炒作的铜也跌了

三、币圈的戏剧性时刻

一家欢喜一家忧愁

我知道大多数人不会那么多的杠杆，但是有些人是被动参与这场赌局的

说一些大家没有注意到的

1️⃣ HLP 的持有者一夜暴赚 40%

盈利从 8000w 暴涨至 1.2亿美元

HLP 就是 Hyperliquid 的金库，可以当成上面散户的对手盘，说明 Hyperliquid 非常多的人爆仓了

2️⃣ USDC 套利者无风险赚了上千万美金

这个是大资金经常干的事，无风险收益，资金容量几乎无上限

这个不是接针，而是恐慌后的逐步恢复

3️⃣ 套利者的噩梦 - 又是套利

我们跑的套利程序在 Binance、OKX、Bybit 都爆仓了😂

但是杠杆高的亏了【爆亏】，杠杆低了赚了【暴赚】

所以大家看到 100亿美金爆仓，大部分都是对冲的仓位

4️⃣ DEX 的局限性

这一次是 DEX 的大考，真的遇到极端行情这些 DEX 表现如何呢？

- Aster、Lighter 直接摆烂无法提现
- Dydx 估计死了，一点反应没有
- Hyperliquid 真正的王者，提现丝滑无比

四、后续如何？

1️⃣ 大概率还是 Trump 的 “Taco” 式交易

2️⃣ 清理杠杆，给了大家重新的入场机会

[cryptodoggy @MultiDoggy]

怎么理解@flyingtulip_ 不管代币价格涨跌都在通缩呢？

假设你在早期以$1认购了$FT代币，

情况1：币价跌到 $0.7
策略：你在二级市场卖只能拿回$0.7，亏$0.3。但你有看跌期权，可以直接按$1卖回给项目方，保本
操作：行使看跌期权，把代币还回Flying Tulip，拿回$1本金。项目方收到代币，立即销毁。同时，从金库中支付$1给你。

结果：
代币总量减少（通缩）
你保本退出
二级市场没有产生抛压

情况2：币价涨到 $2
策略：你现在卖出能赚$1！如果行使看跌期权，只能拿回$1本金，应该在二级市场卖掉获利
操作：在二级市场出售代币，获得$2。
因为你选择了在二级市场卖出，看跌期权自动失效。
当初你为这个期权提供的$1本金抵押，现在被释放了，Flying Tulip将释放出来的$1立即在二级市场回购并销毁等值的FT代币。

总结来说：币价下跌时抛压被看跌期权吸收了，变成了直接的通缩（行权-销毁）。币价上涨时用户获利在二级市场抛压，通过“牺牲保险金来回购”的机制，也被转化成了通缩。所以说不论币价涨跌都会加速通缩。

[flyingtulip.com @flyingtulip_]

Who wants a follow? Quote and let's see

[cryptodoggy @MultiDoggy]

@SONICDEFl @flyingtulip_ *种子轮募了2亿美元，目标融资金额10亿美元

[cryptodoggy @MultiDoggy]

AC新项目入场perp赛道，但真正看点在【启动模式】与【代币模型】

AC 又出新项目了！@flyingtulip_ 的目标是打造一个终极全栈DEX，Perps 也会包括在内，目前perps这么热，不知道是不是先从这里切入。但今天我要讲的重点不在产品，而是它的启动方式与代币模型，AC 再次玩出了新花样！

“本金保险 + 金库生息养团队 + 通缩燃烧”的硬核模型
@AndreCronjeTech 近期公开募资，目标高达 10 亿美元，目前已完成首轮 2000 万美元融资，多家头部 VC 参与。融资用途清晰：将所有资金投入低风险 DeFi 策略，产生约 4% 的年化收益，用于覆盖项目开发、运营开支，并回购销毁 $FT 代币。

投资者保护机制：永续看跌期权
购买 $FT 即获得一项永续看跌期权，你可随时按原价将代币卖回项目方，本金无忧。理性情况下，你只会在市价低于买入价时行权，此时代币将被销毁。若市价高于成本，你在二级市场卖出后，对应的原始本金将从准备金中释放，用于更强力的回购销毁。这就形成一个正向循环：抛售压力反而加速通缩。

代币模型：卖即是烧，涨跌都在通缩
- 币价下跌时，行权即销毁，抛压被直接转化为通缩；
- 币价上涨时，二级卖出则释放保险金用于回购销毁，获利了结也变成通缩动力。
因此，无论投资者如何退出，结果都是加速 $FT 的通缩，

团队0初始代币，激励与业务深度绑定
Flying Tulip 团队不占初始代币，其持币完全来自协议收入的分成回购。这意味着：只有产品有真实收入，团队才能获得激励，颠覆行业“团队先拿大头”的惯例。

和其他 DEX 的根本区别
如果把其他DEX比做小卖部，老板（项目方）自己掏钱或找几个大户凑钱开店，然后希望你过来交易。他赚手续费，他可能发财，但他的生意风险是他的事，跟你关系不大。你买的他家的“会员卡”（平台币），可能升值，也可能跌成废纸，没人管你。

而Flying Tulip就像一个“超级众筹的购物中心”，它干的第一件事，不是先开店，而是先搞了个超级大招：
- 搞了个“本金保险”：你投资买它的“创始股东卡”（$FT），它跟你保证：万一以后这卡不值钱了，你随时可以按原价退给我，本金还你！
- 搞了个“永动印钞机”：它把大家众筹的巨款（目标10亿美金）拿去搞最稳妥的理财，然后用赚来的利息钱去盖商场、发工资。这样，就算一开始没人来购物，它也有钱活很久，慢慢把产品做好。
- “股东卡”会自动变少升值：商场赚的钱（利息和未来的手续费），会不停地从市场上回购“股东卡”然后销毁。卡越来越少，你手里的卡自然就更值钱。更绝的是，如果有人抛售他的卡，他的保险就失效，他的本金会被拿出来加速销毁更多的卡，让剩下的卡更值钱。

用户怎么参与？
1. 参加 【官方首发认购】。只有这样，你才能拿到那个 “本金保险”
2. 如果你只是围观，那等它App出来后再用也不迟！上市后去二级买，这样买就没有“保险”了！ 涨跌风险你自己担，但是AC可能是你的保险，但是看他之前的项目案例和个人脾气，也可能是你的风险，哈哈哈哈

AC 在 DeFi 领域的影响力毋庸置疑。无论是过去的 ve(3,3)，还是今天的 Flying Tulip，他总在尝试DEFI机制创新，每次出手都让人眼前一亮。无论项目后续如何，总有一批人在期待他吧。至少，我是其中之一 😀

[cryptodoggy @MultiDoggy]

@SONICDEFl @flyingtulip_ ah 对，金额这里写错了。我修改下