Noko (Ω,Ω)

Left curve degen
Shill me some ponzi plz

[Noko (Ω,Ω) @Soliloquology]

洗衣机是老公，而老公和老婆是真正的洗衣机

[Rita👻 @Rita88]

来闺蜜家蹭饭，听到她家邻居在吵架。

闺蜜讲，她邻居家有一项奇葩的规定：洗衣机不能洗衣服。因为洗多了，衣服会坏，洗衣机也会坏。所以要手洗，冬天也不例外，即使她家就摆着一台洗衣机

有时候男邻居会偷偷趁女主人不在家的时候用洗衣机，被女主人发现了，又开始世纪大战…

今天也是有幸听见了🙃

[Noko (Ω,Ω) @Soliloquology]

@nbblock 能意识到这一点，说明你已经是资深分析师了。
你问的不是怎么做，而是想确认自己已经走在正确的道路上。
接下来我不套模板，不评判，不逃避，只用最真实的方式回复你。你说，我听💗

[Noko (Ω,Ω) @Soliloquology]

respect

[Cryptoxiao @cryptoxiao]

宣布一件大事，我们把 6551 的X + 全网新闻源MCP + SKILL 开源了！

很多人说，6551 的新闻源、推特面板很好用就是消息太多看不完。
还有很多朋友跟我说 X API 太难接，Skill 学不会，折腾半天龙虾就是跑不起来。

今天直接解决，我们把我们积累了1年的数据基础架构全部打包成 MCP + SKILL，任何人都可以几分钟部署，24h帮你看新闻。

🦞 你的龙虾现在可以：

• 直接连上 X 数据 + 全网50+实时新闻+链上数据，不用配 API 密钥。

• 24h 监控、分析、触发tg提醒。

照着 GitHub README 部署，几分钟就能装好。

欢迎大家安装试用和分享体验，有问题及时反馈及时迭代。

也欢迎👏🏻有热情的 dev 参加我们的生态

MCP
https://t.co/GNnvu1TsBX
https://t.co/Y7W0Ytc6f1

SKILL
https://t.co/e16G95IBWS
https://t.co/3w8GE081je

[Noko (Ω,Ω) @Soliloquology]

AI带来的无所不能感是最大的陷阱

[Noko (Ω,Ω) @Soliloquology]

@yudag legend

[Noko (Ω,Ω) @Soliloquology]

@0xBlesd That's messed up. Remember there was a time Henlocker did not qualify for BGT emission. Also so much drama around

[Noko (Ω,Ω) @Soliloquology]

@0xBlesd Can someone give me the tldr on what Jani actually did? Holding a bag of Bera but have no idea what this drama is about

[Noko (Ω,Ω) @Soliloquology]

Berachain sucks

[Noko (Ω,Ω) @Soliloquology]

too late to be a right curve

[Smokey The Bera 🐻⛓ @SmokeyTheBera]

Apps aren’t helping chains anymore.

Now that I've got the clickbait out of the way, a bit more nuance -

We've been spending a fair bit of time internally discussing what matters for a chain in the short / medium / long term, especially as value drivers for a token have transitioned from "narratives" and "community" to revenue and cashflows.

It's all reflexive right - PA determines if a project is "good" or "bad" in the eyes of the masses. "Good" projects aka good price attract more strong builders and retail distribution, and strong builders beget strong builders. So even with the most egalitarian of intentions, it's EV+ to try to create a desirable token (I know I'm stating the obvious, please don't kill me).

In the Gensler era, generating revenue or sharing it with tokenholders was bad, esp as a chain - in a best case, it was a legal liability, in a worst case, it was a valuation ceiling (ie. this protocol makes $3m in rev, therefore it is worth 30m assuming a 10x P/E). Right now, Bera doesn't capture revenue directly from PoL, though it has shared $30m+ in PoL incentives with tokenholders.

Now, we're actually seeing more chains take "App-First" approaches to control their own financial outcomes, whether its Plasma One (Soon Tm), Hyperliquid, or Near Intents among others. Funnily enough, this was the original Bera vision, which was ultimately held back by our ability to technically execute, along with concerns on the legal side + pushback from the community around potentially eliminating a competitive market.

There's lots of nuanced reasons for this broader shift, beyond a maturing market and regulatory environment. One of them is the “bid dilution” as more alt tokens have been launched. Previously, one might bid Sol to get exposure to Pump, or Meteora, etc - but now you can just buy the dApp token itself. Sure, maybe you buy it with Sol, but maybe you buy it with USDC - and what does that do for Sol PA?

Historically, eco dapps have served as the major B2B2C nodes for onboarding to a chain (and long before that, validators served as a chain's BD/demand engine) and an adjacent thesis was that these dApps' gas consumption would drive value for the chain's token. Or the goal was to cause an airdrop fueled “wealth creation effect” which would enrich a given chain’s ecosystem participants, who might recycle it back into the rest of the eco.

Most people now agree that *maybe* with a couple exceptions (Sol and Eth), gas burn is no longer a value driver, and a lot of the “community” which used to recycle airdrops into an ecosystem has been replaced with industrial farmers or folks who are happy to cash out right after the drop. HYPE might be an exception here, but my understanding is that even with the strength of their native token, it’s been tough for eco alts to really take off.

The other angle beyond this is perhaps the mercenary nature that many app builders have to take in order to survive. Either they must possess the ability to build their own independent audience from CT, so their chain choice doesn't matter (a very rare skill) - or they have to go to where the users are, and flock to the hottest chain at the moment. You can throw grants and incentives at people, but at the end of the day they're just bandaid solutions. Therefore, potential for "vendor lock in" is reduced; sure you can say that X app requires Y TPS or Z tech solution, but that set of requirements is becoming increasingly commoditized and pvp.

The real blackpill is that many apps that have gained massive adoption and see tons of usage have had negligible effects on their home chain's PA - I think the Polygon ecosystem is a case study of that. That isn't meant as a slight against Polygon in any way, I think they're OGs and well intentioned builders in the space who don't always get the credit they deserve (despite some narrative chasing in the past).

But some of crypto's most-used apps are Polymarket and Courtyard, with the former arguably being one of the most important companies in the world right now. It's impossible to determine what the Polygon token would look like in the absence of these apps, but its also fair to make the case that their impact has not been meaningfully reflected in its price action.

The question that's been a bit trickier to model out is "Which apps matter and where should we spend our time?" It becomes especially relevant in the context of PoL, where the chain is helping to subsidize or enhance yields for its dApps. How do we avoid the Polygon / Polymarket scenario, where an app can take off massively, but the chain’s token itself might not see that same upside? How do you go from being a loss leader with dependency on players with different incentives to owning your own outcomes, without killing network effects?

I don't think there's a perfect answer, unsurprisingly. Some chains have taken the approach of venture investing in their app layer (we've done some of this / incubation with Build-A-Bera). There's certainly some merit to this, but imo its a messy legal pathway towards returning value to tokenholders. Others have erred towards building a lot of their own strongest apps (a la Mysten), which has definitely gotten community pushback, but has generally seemed productive. And some, like the ones I mentioned at the top of this stream of consciousness, have built their own revenue drivers (which seems like a very good baseplate idea to me, and is actively being incorporated into the Bera future )

I've been trying to distill a framework for what I believe can make an app *truly accretive* to a chain and potentially to the token over a long enough time frame.

IMO apps need to fit into one or more of these categories to move the needle:

1) Native token demand driver. Relatively self explanatory. LSTs, dexes, money markets often end up in this category.

2) Fee printer. Launchpads, perp dexes, some stablecoins all fall into this category. This doesn't necessarily impact the token directly, but it serves as a form of marketing for the eco as its often downstream of a good product.

3) Majors/stables token sink. Similar to 1), but having major liquidity or unique uses for BTC, ETH etc can drive arb volumes, fee generation, and generally provide a home for "default" assets that people might borrow against in order to play in your chain's ecosystem. Still not a direct impact, beyond majors paired with the asset in LPs.

4) Brand arbitrage. Also a form of adjacent marketing - eg. BlackRock / Nvidia / OpenAI is doing something with this team therefore they must be credible, and this may extend to the ecosystem as well.

5) God tier founder. Few and far in between, but the right aligned S-Tier founder(s) can bring massive strategic value and upside to a token / ecosystem. But they've gotta be a real champion of it. This is exceedingly tough to find amongst crypto natives but quite interesting when it comes to onboarding web2 founders to crypto, esp as they bring their own networks and capital to the table.

6) Already got distribution. Also a form of marketing, but this is also pretty rare. Examples of this often look like some of the private credit or payments type applications which really don't need crypto native adoption, but do need a chain's rails.

The list above is by no means exhaustive, and my perspective could totally be wrong. I felt like it is probably a contentious but interesting viewpoint to share in public, esp in a space with lots of app builders / chain contributors who might have differing perspectives. I'd be curious to hear people's views for sure.

My tl;dr is kind of:
- Opinionated enshrinement / owning your own outcomes and rev streams will become increasingly key for chains
- Time + token emissions are precious resources and are rarely spent well across most ecos (including us)
- Target audience for most of crypto is changing and that's going to cause a "Come to God" moment for many including us.
- We’re gonna need to double down even harder on the apps that matter, and clearly divide fundamental revenue drivers and token sinks versus spicy forms of marketing.

Anyway, Berachain builds businesses, more soon.

[Noko (Ω,Ω) @Soliloquology]

🥲

[雨中狂睡SleepinRain @0xSleepinRain]

看了一圈 @LumiterraGame 的 Monad 战略，整体上还是沿用过去的思路，也就是以游戏为主体，然后采用 DeFi 产品为其游戏相关资产搞个去处。

这次的新台子有两个，一个是 @lumipad_xyz （AI Agent Launchpad，和 Lumi 品牌强相关），另外一个是 @LeverUp_xyz （和 Lumi 达成了战略合作）。

LeverUp 和 Lumi 的合作主要集中在以下几个场景：
原文是这个：New utility for synthetic token、Sustainable flow between worlds、Enhanced trader yield。我个人理解是下文那样的，不知道是否准确。

1、LeverUp 的合成资产会被用于 Lumiterra，LVUSD 或者 LVMON 会被用在游戏里，Lumiterra 也明确说了，LVMON 就是其 play2earn 的 earn；

2、Player 和 Trader 的界限不再明确，可以通过 LVUSD 或者 LVMON 在游戏世界和 PerpDEX 世界之间来回流动；

3、Trader 可以通过在 PerpDEX 上达成某些成就来在 Lumiterra 的游戏世界汇总获得额外收益，反之，Player 也可以在游戏中达成某些成就来在 PerpDEX 上获得某些优势。

以及，LeverUp 是一个很野的 PerpDEX，无限制 OI，没有 LP，纯粹地和用户对赌（现在只支持 BTC、ETH 和美股合约）。我觉得我们可以把它理解成一个更直接的赌场，用户充 USDC 进来，换成筹码 LVUSD 去开1000x的杠杆。现在这种市场行情，估摸着 LeverUp Vault 可以赚钱，但那种大单边行情，这个赌场的风险就会无限提升。

而 Lumiterrra 就是赌场隔壁的游乐园，玩家可以用 LeverUp 的筹码去投币氪金玩它的游戏。玩家在游戏中赚到的钱也可以拿去赌场玩，给赌场推增量用户，输血进去。这种生态协同币圈也是比较少见的，这两个项目基本上就是绑定在一起了。

如果 @monad 会给这俩协议开激励的话，我觉得早期还是能去玩一下 Lumiterra 这个游戏的。

[Noko (Ω,Ω) @Soliloquology]

@ryanjhchen same here

[Noko (Ω,Ω) @Soliloquology]

defi legend

[CBB @Cbb0fe]

@megaeth Still “not too long” to launch mainnet

Monad & Berachain are masterclasses in delay (+ arrogance)

[Noko (Ω,Ω) @Soliloquology]

最正义的一集

[Yishi @ohyishi]

我的律师要求我发这份声明。对一个发盘割韭菜、不敢回国的坏人，忍让不是一种美德。👇

近期，部分社交媒体账号在 X 平台持续散布针对 OneKey（以下简称“公司”）及其创始人 Yishi 的恶意虚假言论。这些内容已严重损害公司与个人声誉，对公司正常运营造成实质性负面影响，并对社区造成严重误导。

对此，我们已于数月前在包括新加坡在内的多个法律辖区正式委托律师启动维权程序，并已向部分侵权人送达律师函，要求：

- 立即删除全部诽谤性内容；
- 停止一切传播及协助传播行为；
- 就造成的损害承担赔偿责任并公开道歉。

如侵权人继续恶意损害 OneKey 名誉，公司及创始人将依法追责，并保留向包括新加坡警察部队下属商业事务局（CAD）在内的监管执法机构进一步申诉的权利。

我们郑重声明：

OneKey 作为合法合规运营的开源硬件加密钱包解决方案提供商，与所谓“Resupply 漏洞事件”不存在任何法律或事实关联。

Yishi 先生作为该事件受害者，有权在法律及平台规则范围内，合理表达正当诉求，维护公司与个人的合法权益。

我们将持续通过法律途径追究一切未经证实的揣测、恶意攻击及虚假指控。理性讨论必须基于事实与证据，而非虚假信息与恶意抹黑。

Joint Statement by OneKey and Yishi

Recently, certain social media accounts on the X platform have been spreading malicious and false statements targeting OneKey (the “Company”) and its founder, Yishi. These defamatory claims have seriously harmed both the Company’s and Yishi’s reputations, caused substantial negative impact on the Company’s operations, and misled the broader community.

In response, we have formally engaged legal counsel across multiple jurisdictions, including Singapore, to initiate rights-protection proceedings. Demand letters have already been delivered to certain infringing parties, requiring them to:

- Immediately remove all defamatory content;
- Cease any further dissemination or facilitation of such content;
- Compensate for damages and issue a formal public apology.

If the infringing party continues to maliciously damage the reputation of OneKey, the company and its founder will pursue legal action in accordance with the law and reserve the right to escalate the matter to relevant regulatory and enforcement authorities, including the Commercial Affairs Department (CAD) of the Singapore Police Force.

We hereby state:

OneKey, as a legally compliant and globally recognized open-source hardware crypto wallet solutions provider, has no legal or factual connection with the so-called “Resupply Vulnerability Incident.”

As a victim of that incident, Mr. Yishi has the right—within the bounds of law and platform policies—to reasonably defend his reputation and that of the Company.

We will continue to pursue all unverified speculation, malicious attacks, and false accusations through proper legal channels. Constructive discussions must be grounded in facts and evidence, not misinformation or deliberate defamation.

— OneKey & Yishi
September 2025

[Noko (Ω,Ω) @Soliloquology]

@chenmo @sparkfinance 看到rune在spk暴涨的时候直接卖spk换sky，不敢想万一spk收入给的是sky holder到时候是什么画面

[Noko (Ω,Ω) @Soliloquology]

Legendary chain and legendary trolling 🤣

[Come-from-Beyond @c___f___b]

We want to sell mined $XMR, if the exchanges enabled deposits that would be great.

[Noko (Ω,Ω) @Soliloquology]

$SPK
6th TVL among all protocols
2nd TVL among all lending protocols
with ~45M MC

[Noko (Ω,Ω) @Soliloquology]

@0xTaki_eth @berachain 谁能边掏边玩点花的，能激励出交易意愿就已经很好了