Vera

Marketing/ KOL Lead @ShardDXB l Crypto Journalist/Research l 前一级市场VC l Investment Banking l NFA

[predict.fun @predictdotfun]

💰 We're giving away $1,000 💰

to enter:
1⃣ Predict the Brazil vs Haiti score in the comments
2⃣ RT this post

Good luck!

Psst, we have a $2,000,000 prize pool here
⚽️ https://t.co/ej9cPgZ5uv

Entries for the giveaway close when the game starts. 5 winners will get $200 each.

[Vera @Verayooss]

@predictdotfun Brazil 5 vs Haiti 1!

[Vera @Verayooss]

全球第一大运动的顶级赛事, 世界杯揭幕战已经开始了

四年一度的热情夏天, 体育竞技的魅力一览无遗

身为一个保守派人类, 之前几乎不赌博的 😂

但也架不住 @predictdotfun 这个机制设计的确实太用心了

把预测市场玩成了积分赛排行榜

小额玩家只要预测的够准, 也有机会上榜拿top

一共200万美金奖池, 同时还有PP积分, 确实香

我的 5 picks: 西班牙 英格兰 法国 摩洛哥 厄瓜多尔

hhh 首先 公认强队没理由不选

但是上届世界杯从头看到尾, 发现确实防守强才能走得更远, 不然像上届巴西一样

强队 + 黑马混搭, 策略简单, 分散风险

不用现在就选满5个球队, 可以先看几场找找感觉

但是别错过比赛, 错过了就少了积分的机会啦

[predict.fun @predictdotfun]

The Predict Cup isn’t for the whales. It’s for the fans.

Have you got what it takes to call a generational run through the World Cup with over $2,000,000 in prizes?

You know what to do.

🏆https://t.co/ej9cPgZ5uv

[Vera @Verayooss]

@trdEverything higher

[Vera @Verayooss]

@jiao_newlife 厉害！

[Vera @Verayooss]

很认同。

在通胀失控、汇率动荡的地方，稳定币早就不只是 crypto，更像是一条普通人抓得住的“价值锚”。让人第一次可以在体系之外，保住一点确定性。

但另一面也很清楚，稳定币支付这条路还很长。
效率、成本、无国界这些优势都在；可监管、出入金、体验，依然是现实的阻力。

所以现在的状态更像是在动荡中先活下来，再慢慢走向主流。
道阻且长，但方向已明。

[小塞 @EvanCrypto17]

稳定币支付，如何了？

2025 年，稳定币的发行量超过 3000亿美元，交易量更是突破 33 万亿美元，超过了 Visa 和 Mastercard 的支付总和。

但为什么总觉得稳定币，没有 Visa、MasterCard、银联这些银行卡这么离我们这么近呢？你看这么多了，还有很多很多的人甚至听都没听说过。

其实，在麦肯锡发布的稳定币支付报告中， 33 万亿里面，只有 3900 亿是真真正正用在支付上的，其他都是区块链内部的转账与交易，因此稳定币支付目前并没有想象的那么大。

这其中，全球薪资：900亿，B2B支付：2260亿美元，资本市场，也就是用稳定币支付分红，其他资本活动的那种就更少了。

但 3900 亿美元依然影响了很多地区和人口。

在阿根廷、委内瑞拉、尼日利亚等汇率极不稳定的国家，稳定币已经渗透到了民间基础支付，例如在阿根廷， 60% 以上的交易活动都使用的稳定币，

在巴西的跨境支付和商户结算中，稳定币交易量已占当地 PIX 系统加密交易量的 90%。可见，稳定币在一些发展中国家应用是是十分广泛的。

而在发达国家，因为汇率比较稳定，且传统支付方式比较成熟，稳定币的支付主要集中在企业与企业之间，Stripe 做自己的支付公链 Tempo、Paypal 发行自己的稳定币，包括我们刚才说的 Mastercard 收购 BVNK，都是对稳定币支付打地基。

就连现在 AI Agent 也要做支付，Coinbase 和 Circle 支持的 X402，Stripe 宣布的 MPP 都在预示着稳定币支付的发展空间还有非常大。

我梳理了一下，整个稳定币支付的产业链条：

最上端，也就是稳定币发行方，这目前只有两家公司，Tether 和 Circle，也就是最大的稳定币 USDT 和 USDC 的发行方。

区块链结算方，我们常见的公链或 Layer2 ， Ethereum、Tron、Solana、Celo 等

托管方，帮助 B 端客户托管资金：Fireblocks、Cobo 企业级钱包

收单机构，为商户提供稳定币收款服务：Stripe、Bitpay、BVNK 等等

出入金提供方，用户使用法币兑换稳定币的渠道：例如 Moonpay 等

2026 年 3 月，全球第二大支付结算公司，Mastercard 以最高 18 亿美元收购收单企业 BVNK，可见其对稳定币支付的规模和增长潜力的认可。

在结算链这边，除了我们熟知的以太坊、Tron 作为稳定币支付之外，Celo 作为高性能 Layer2 的代表，一直也在深耕支付领域。

与以太坊、Tron 不同的是， Celo 很关注支付中的实际问题，例如使用稳定币 USDT/USDC 直接做 Gas，又比如可以只用手机号就可以注册 Celo 旗下的支付软件，Minipay，目前已经超过 1400w 人进行了注册，支付量超过 4 亿。

而在 Celo 链上，目前已有 70多万的日活用户，已经超越了Coinbase 支持的Base， 每周稳定币使用用户也达到 500w。

在稳定币生态方面，Celo成为继 Tether 在以太坊部署美元稳定币 USAT 之后的首个扩展链，也说明 Celo 在稳定币支付中的重要性 。

刚才我们提到的 Agent 的支付，Celo已经集成了 ERC-8004 的支付标准，也在 Virtuals 类似的 AI Agent 项目中开始使用。

Celo 是一个专心做支付的 Layer2。

其他像 稳定币、托管方的竞争，都已经被头部玩家吃完，最明显的还是在收单/出入金这边，不同地区的传统支付公司都想吃这一口蛋糕。这块的玩家多，差异化难，因此竞争最为激烈。

因此总结一下就是，稳定币支付已经十分成熟，但远远未被大规模应用，区块链以太坊、Tron、Celo 承担了大部分的底层结算，行业内的特定赛道竞争比较激烈。

好啦，那关于稳定币支付行业就先聊这么多，我们下期见～

[Vera @Verayooss]

@yuexiaoyu 恭喜 predict! 找准定位坚定执行，东方polymarket!

[Vera @Verayooss]

@trdEverything gEverything

[Vera @Verayooss]

@yuexiaoyu @ricardogee 东方polymarket!

[Vera @Verayooss]

@ricardogee @predictdotfun @dingalingts @yuexiaoyu @TC8880 恭喜阿黄！gPredict!

[Vera @Verayooss]

@DxbRod 🫡

[Tw93 @HiTw93]

https://t.co/RTkJ3NQKeS

[Vera @Verayooss]

@jameelizae @ShardDubai 🥹🫂 hugs

[Vera @Verayooss]

@_FORAB 刚进圈的时候还惊讶web3 一级市场投资保护条款也太宽松了，可以说几乎无。投完的钱说没就没了

随着监管和行业成熟度起来慢慢应该都会越来越严谨了

[Vera @Verayooss]

@Airdrop_Guard 再次验证赌博这事没有赚钱的。都是亏完才会戒掉

[Vera @Verayooss]

@ZhanweiC 这也是我很久前就考虑的问题，产品需要解决需求吸引用户。但web3用户最大的需求貌似是投机和撸毛

[Vera @Verayooss]

@trdEverything congrats team!

[Vera @Verayooss]

@dingalingts @0xProbable 🫡

[Alpha | 阿尔法 @alpha101xyz]

Binance前 Listing Manager 亲口说：

"币圈根本没人看长期。
决定价格的只有三件事。"

他两年半看了 1000+ 项目，
去年亲手支持 100 多个 token 上线。
电话会后能成功上Binance成功率 5%-10%。

我作为几个 Binance listing 项目的 advisor，
参与过项目方与币安沟通的电话会。
跟Chase虽不算熟人，但我听过他怎么判断项目。

这次Lizheng (DY:课代表立正）和Chase @ChaseWang
的访谈里的几个启发人的点：
-为什么“泡沫破裂”十年没发生
-BTC 有没有“庄家信号”
-稳定币为什么是核武器
-预测市场=信息资产化
-AI agent 经济为什么必须用 Crypto

我把核心观点 + 我的Research
拆成几张「认知地层图」分享👇

[Sharding Capital @ShardingCapital]

We explored @yzilabs’ EASY Residency S2 cohort - a lineup pushing the frontier from crypto prediction markets to gene therapy AI and autonomous robotics.

Here are our top takeaways + founders to watch from our Binance Blockchain Week:

Prediction Markets
1. Predictfun: DeFi-Powered Prediction Markets
- @predictdotfun transforms event trading into a yield-generating, leverage-enabled, self-custodial DeFi primitive, making prediction markets accessible, composable, and user-friendly for a mainstream audience
- Team: co-founder dingaling, ex-consultant and banker, joined Binance in 2017, built its Research & Listing team, led Launchpad, founded PancakeSwap
- Applications are now open to join the waitlist at https://t.co/Tz6rvmCvYC

2. 42space: Event-Based Assetization & Trading Protocol
- @42space is a real-world event trading platform that uses a modified DPM model, multi-source data, and machine learning to enable trading on sports, political, and other live events with more accurate pricing, better risk assessment, and reduced slippage.
- Team: Leo Zhang, with experience at a NYC crypto fund, KKR, and Morgan Stanley and a Stanford math background, and Guard, formerly at Consensys with legal and academic credentials from Oxford and Harvard
- Currently in invite-only beta; applications available at https://t.co/d76PMWGfUG

3. Bentofun: Social Layer for Prediction Markets
- @Bentodotfun creates a social overlay for prediction markets, allowing users to launch custom events via Telegram, Whatsapp, and Discord bots, blending community engagement with DeFi liquidity for crypto and real-world outcome betting
- Team: Abhitej Singh (ex-Persistence, Cosmos India, Filament), Pratyaksh Inani (quant trader and Filament co-founder), and engineer Rajeeb Kumar (ex-Nethermind, IIT, 10× hackathon winner)
- Still in the application phase (https://t.co/TiK4CHSefh). You need to connect your X account and have at least $100 in on-chain balance to join the waitlist

DeFi, Infrastructure
4. AllScale: Self-Custodial Neo-Banking Infrastructure
- @allscaleio offers a self-hosted neo-banking solution for seamless fiat-to-crypto conversions, empowering SMBs in emerging markets with instant cross-border payments and DeFi yield integration via multi-chain aggregation
- Team: CEO Shawn Pang (ex-TikTok and Capital One), COO Leo Wang (ex-Amazon, IBM, Scotiabank), CMO Alisha Li (ex-HP, Dell, Sun), and Compliance lead Khalil Lin (NY attorney; ex-Kraken, The Block)
- The beta product is now live, and users can log in with Gmail. Deposit and send functions are supported, and the most impressive feature is its support for invoice and tax number processing

5. Frontrun: Advanced Trading Wallet
- @frontrunpro is an extension wallet for pro on-chain traders, offering high speed and advanced tooling such as MEV protection, labeling, smart routing, and auto-slippage optimization
- Team: Chris, Founder/CEO, previously built Robinhood Crypto’s deposit/withdraw system and led Sui’s team to develop its explorer, SDK, RPC, and wallet for 1M+ users
- Currently available via Google Chrome, it lets users label/track accounts on X, including full history, handle changes, and deleted CA posts, which significantly improves user safety

6. Helpfun: Crypto-Native Crowdfunding Rails
- @helpdotfun builds crypto-native fundraising rails with anti-bot protections and innovative legal and price mechanics, enabling nonprofits and startups to raise fairly and launch tokens backed by real equity and revenue
- Team: Helena Everley (CEO, ex-AI founder, Stanford, Z Fellow), Arash Attar (CTO, built top memecoin trading apps and high-performance bots), and Bill Tai (VC with 23+ IPOs) co-founded the company
- Open to organizational applications for the fundraising program at https://t.co/NZ4DgDz8pb

7. Hertzflow: Permissionless Leverage Markets
- @Hertzflow_xyz is a high-performance, low-friction DEX offering guaranteed on-demand liquidity, 24/7 customizable isolated markets with optimized vault-based liquidity, and loss protection of up to 10% on selected high-leverage liquidations
- Team: Vincent Shang, a decade-long crypto veteran and top Chinese CT KOL, teams up with former Coinbase product lead Hero and ex-Mantle core developer Soren
- Testnet is coming soon at https://t.co/zg0lVju3Zh

8. Sats Terminal: Native Bitcoin Liquidity Protocol
- @SatsTerminal is a native Bitcoin liquidity protocol that aggregates swaps (Runes) and BTC-backed lending and yield products, letting you compare providers and get stablecoins transparently while keeping full control of your assets
- Team: Stan Havryliuk and Rishabh Java are seasoned crypto leaders with experience scaling teams and building multiple Bitcoin and fintech products
- The product is now live. Users can sign up with Gmail and start creating orders, depositing collateral, and disbursing loans to borrow $USDC against $BTC

9. Saturn Labs: Bitcoin-Backed RWA Tokenization
- @usdat21 is building a transparent, yield-bearing stablecoin backed by MicroStrategy’s STRC and Bitcoin, targeting 10–14%+ yields while bridging stablecoins, DATs, and RWAs
- Team: Kevin Li, Sebastian Melendez, and Ellis Osborn are co-founders with experience at ParaFi, Artemis, and M31 Capital, leading in research, stablecoins, and blockchain operations
- No product information is available yet

Biotech & Robotics
10. Advent: AI-Accelerated AAV Gene Therapy Platform
- Advent harnesses AI to streamline adeno-associated virus (AAV) vector design for gene therapies, predicting packaging efficiency and targeting precision to cut development timelines and mitigate off-target risks in treating genetic disorders
- Team: Bonnie Zhu (HKUST professor, Stanford PhD), Kai Liu (HKUST Cheng Professor in neuroscience), and Yuan Yao (Stanford-trained bioengineer and BD director at Becton Dickinson)
- No product information is available yet

11. Neomera BioLab: AI-Driven Non-Opioid Pain Drug Discovery
- Neomera BioLab employs AI for novel non-opioid analgesics, screening molecular interactions on neural channels to design safer pain relievers, shortening discovery cycles and targeting chronic conditions
- Team: Rebecca Miao, a drug-development veteran with 200+ patents; Jimmy Xu, a bioengineering and biomedical AI expert; and Yi Lu, a Stanford MBA investor-turned-entrepreneur with award-winning therapy experience
- No product information is available yet

12. AgriDynamics: Autonomous Fruit Harvesting Robotics
- AgriDynamics builds AI-powered fruit-picking robots that use computer vision, soft grippers, NSF-funded sensors, and adaptive path planning to harvest crops like apples and strawberries with higher efficiency while addressing labor shortages
- Team: Dr. Zhaojian Li leads commercialization of an NSF/USDA-funded apple-picking robot, while CEO Kyle Lammers brings six years of work on the robot and multiple ASABE and Agbio awards
- No product information is available yet

13. Trellis Robotics: Soft Robotics for Industrial Inspection
- Trellis Robotics develops soft robots that can navigate confined and hazardous industrial spaces, providing precise, safe, and efficient inspections that are impossible for humans or traditional drones
- Team: Yimeng Qin, Elvy Yao, and William Heap are Stanford engineers leading the development of Trellis Robotics’ core vine-robot technology
- No product information is available yet
AI, 3D & Gaming

14. 4D Labs: Spatial Intelligence LLM for 3D Environments
- 4D Labs develops a spatial intelligence LLM for 3D world understanding, powering AR/VR navigation, robotic path planning, and immersive simulations through point-cloud and multi-view data processing
- Team: Bruce Bai, a serial computer-vision founder; Ian Y. Xu, a former Meta Reality Labs and SenseTime researcher; Xin Zhou, Principal AI Architect at Baidu USA; and Haoming, a repeat founder with extensive Baidu and academic AI experience
- No product information is available yet

15. Manifolds: Controllable 3D AI Video Generation
- Manifolds builds controllable, 3D-aware AI video with spatial generation, physics-aware simulation, and precise object/camera control, positioning it as a key enabler for next-gen content creation and embodied-AI applications
- Team: Qingyuan Shan (CEO), Yudong Tao (CTO), and Naiyuan Huang (COO) bring combined leadership experience across enterprise strategy, Meta-level research, and large-scale AI community building
- No product information is available yet

16. FingerDance: AI-Powered Sign Language Translation
- @FingerDanceSG provides real-time AI sign-language translation using its SL-LLM to interpret gestures, expressions, and lip movements, enabling multi-language, bidirectional communication for 70 million deaf individuals in education and healthcare
- Team: Kevin Gong (NUS M.S., Miracle Plus fellow), Alex Xu (Peking University CS Ph.D.), and Enzo Xu (UPenn MSE)
- No product information is available yet

17. MeleeMon: Mobile Skill Gaming with Stablecoin Betting
- @meleemon is a competitive mobile monster-battle game where players can wager using stablecoins based on skill
- Team: Alex, a top-500 Pokémon player and YC ’19 founder, and Jasper, a YC ’19 CTO with 6+ years in Unity and React
- Coming soon at https://t.co/tsAuRt5vPN