🚨 Jugada MAESTRA y DESCARADA de MicroStrategy 🔥
-Saylor anuncia que MSTR vende 32 BTC a un precio de 77200$
-No hace nada por calmar las aguas e incluso se especula que para pagar dividendos tendría que vender más BTC
-Dumpea el precio masivamente por el miedo a que se rompa MSTR y todo Dios deriskea
-Compra $1.5k BTC en descuento a 65k, lo que supone un 16% de descuento
-Baja su precio promedio en BTC
Y ya si necesitan seguir promediando a la baja, repetimos ciclo pero con más BTC en venta y más fud.
El top 10 de protocolos por revenue a holders acumula el 87% de todos los ingresos DeFi del último mes.
Muchos protocolos tienen tokens que prácticamente no capturan valor aunque el producto tenga usuarios.
Mientras tanto, los que sí reparten fees, hacen buybacks o tienen mecanismos reales de captura de valor están empezando a dominar completamente las métricas.
Obviamente tenemos a $HYPE en el primer puesto.
Estamos a punto de comenzar la mejor época de nuestras vidas.
Julio TGE Polymarket. Billions.
Agosto TGE Predict.
Septiembre TGE Variational + Hibachi + Nado.
Bienvenido a la waiting room. Tan sólo queda un poquito más de espera.
Pero merecerá la pena.
@PastanagaCrypto Brutal, me ha encantado leer todo. Me enamoré del país cuando lo visite por vacaciones. La cultura, los precios de todo, la seguridad, el muay thai. .Ojala verme viviendo allí algún día.
Esto cada vez pinta MEJOR.
Y hoy hablaremos de PRECIO.
Acompáñame en este análisis de escenarios para que entendáis la oportunidad que tenemos entre manos, y cuánto se puede llegar a ganar con el AIRDROP de @hibachi_xyz .
🚨Atención🚨
El escenario evaluado considerará una repartición del 20% del supply como airdrop, junto a una emisión total de 70M de puntos.
A cada escenario se le evaluarán las condiciones necesarias para que esto ocurra.
🔴ESCENARIO 1: DECEPCIÓN🔴
El token sale a 100M FDV y las asociaciones con Circle y Arc no avanzan.
El mercado fórex no gana tracción.
💰Valor por punto: 0.28$
🟠ESCENARIO 2: NI FÚ NI FÁ🟠
Realmente, 225M de FDV no podríamos llamarlo ser un "mal airdrop" ni tampoco decepción.
En este escenario, la asociación con Circle pues tiene su peso, el mercado forex se usa en Arc y la plataforma se nutre del fomo de Circle y su nueva L1.
💰Valor por punto: 0.63$
🟢ESCENARIO 3: HIBACHIO🟢
Bueno, aquí viene la locura. Tendríamos a Hibachi como perp dex bandera dentro de Arc, la nueva L1 de Circle, y estaríamos en 500M de FDV.
En este escenario, el airdrop sería game-changer, ya que si empiezas a darle caña y le das bien duro, podrías llegar a 100k puntos o más, depende del volumen que muevas.
💰Valor por punto: 1.42$
🔥ESCENARIO 4: ME TIRO DESNUDO EN CIBELES🔥
En este caso, la locura hibachil es máxima. Contratan a un Market Maker agresivo que manipula y pumpea el precio.
Circle presume de Hibachi y su plataforma forex es uno de los productos estrella de Arc.
En este escenario, el airdrop no es game-changer, sino que es GENERACIONAL. Llegamos a 1B FDV y voy a Cibeles a celebrarlo desnudo.
💰Valor por punto: 2.85$
❓Pero la pregunta del millón es:
¿Empiezo ahora a darle duro?
Si te soy sincero, idealmente deberías haber empezado hace un par de meses. Pero como nunca las situaciones son IDEALES, solo queda valorar si ahora merece la pena.
Y la respuesta es rotunda: SÍ
Todavía es un perp dex pequeñito. Todavía no hay muchísimos usuarios. Todavía puedes hacerte con esos valiosos puntos. Es ya cuestión tuya aprovecharlo o no. Todavía quedan un par de meses de farmeo.
Te dejo abajo un código con un +30% de boosteo en tus puntos y un descuento en comisiones.
Saludos y ojalá tengamos alegrías aquí, si te ha gustado el post, compártelo.
Haskell
There have recently been some discussions on the ongoing role of L2s in the Ethereum ecosystem, especially in the face of two facts:
* L2s' progress to stage 2 (and, secondarily, on interop) has been far slower and more difficult than originally expected
* L1 itself is scaling, fees are very low, and gaslimits are projected to increase greatly in 2026
Both of these facts, for their own separate reasons, mean that the original vision of L2s and their role in Ethereum no longer makes sense, and we need a new path.
First, let us recap the original vision. Ethereum needs to scale. The definition of "Ethereum scaling" is the existence of large quantities of block space that is backed by the full faith and credit of Ethereum - that is, block space where, if you do things (including with ETH) inside that block space, your activities are guaranteed to be valid, uncensored, unreverted, untouched, as long as Ethereum itself functions. If you create a 10000 TPS EVM where its connection to L1 is mediated by a multisig bridge, then you are not scaling Ethereum.
This vision no longer makes sense. L1 does not need L2s to be "branded shards", because L1 is itself scaling. And L2s are not able or willing to satisfy the properties that a true "branded shard" would require. I've even seen at least one explicitly saying that they may never want to go beyond stage 1, not just for technical reasons around ZK-EVM safety, but also because their customers' regulatory needs require them to have ultimate control. This may be doing the right thing for your customers. But it should be obvious that if you are doing this, then you are not "scaling Ethereum" in the sense meant by the rollup-centric roadmap. But that's fine! it's fine because Ethereum itself is now scaling directly on L1, with large planned increases to its gas limit this year and the years ahead.
We should stop thinking about L2s as literally being "branded shards" of Ethereum, with the social status and responsibilities that this entails. Instead, we can think of L2s as being a full spectrum, which includes both chains backed by the full faith and credit of Ethereum with various unique properties (eg. not just EVM), as well as a whole array of options at different levels of connection to Ethereum, that each person (or bot) is free to care about or not care about depending on their needs.
What would I do today if I were an L2?
* Identify a value add other than "scaling". Examples: (i) non-EVM specialized features/VMs around privacy, (ii) efficiency specialized around a particular application, (iii) truly extreme levels of scaling that even a greatly expanded L1 will not do, (iv) a totally different design for non-financial applications, eg. social, identity, AI, (v) ultra-low-latency and other sequencing properties, (vi) maybe built-in oracles or decentralized dispute resolution or other "non-computationally-verifiable" features
* Be stage 1 at the minimum (otherwise you really are just a separate L1 with a bridge, and you should just call yourself that) if you're doing things with ETH or other ethereum-issued assets
* Support maximum interoperability with Ethereum, though this will differ for each one (eg. what if you're not EVM, or even not financial?)
From Ethereum's side, over the past few months I've become more convinced of the value of the native rollup precompile, particuarly once we have enshrined ZK-EVM proofs that we need anyway to scale L1. This is a precompile that verifies a ZK-EVM proof, and it's "part of Ethereum", so (i) it auto-upgrades along with Ethereum, and (ii) if the precompile has a bug, Ethereum will hard-fork to fix the bug.
The native rollup precompile would make full, security-council-free, EVM verification accessible. We should spend much more time working out how to design it in such a way that if your L2 is "EVM plus other stuff", then the native rollup precompile would verify the EVM, and you only have to bring your own prover for the "other stuff" (eg. Stylus). This might involve a canonical way of exposing a lookup table between contract call inputs and outputs, and letting you provide your own values to the lookup table (that you would prove separately).
This would make it easy to have safe, strong, trustless interoperability with Ethereum. It also enables synchronous composability (see: https://t.co/9jy6v1X6Fw and https://t.co/gZmu3YjebM ). And from there, it's each L2's choice exactly what they want to build. Don't just "extend L1", figure out something new to add.
This of course means that some will add things that are trust-dependent, or backdoored, or otherwise insecure; this is unavoidable in a permissionless ecosystem where developers have freedom. Our job should make to make it clear to users what guarantees they have, and to build up the strongest Ethereum that we can.