梦痕无忧

投资未来，那么博弈的即是未来的方向。

[梦痕无忧 @YCCKAS]

@bySukie @nic_carter @lexfridman If the full version of KAS were to be operational, its valuation based solely on transaction fees could reach trillions of US dollars, not even considering its monetary attributes and other narratives.

[梦痕无忧 @YCCKAS]

我预计预计，年底依然在预计明天达成协议。🤓

[Donald J. Trump Posts from Truth Social @DonaldTrumpNat]

I expect a peace deal with Iran to be reached by tomorrow!

[梦痕无忧 @YCCKAS]

@ershiqizai 最狠的其实还是spcx，ipo吸流动性，开盘出货更是一直吸，🤣感觉有点币圈天王级项目的感觉

[梦痕无忧 @YCCKAS]

美股终于迎来天王级项目，开局1.75-2万亿美金，
🤣这里搞不好就是套一辈子。
流动性承压，一般这种超高估值项目上市，接下来市场就是喋喋不休。

[梦痕无忧 @YCCKAS]

@sisi7758 没办法，你会发觉接触越多，被坑的越惨🥲

[梦痕无忧 @YCCKAS]

🤔pos版本eos也不为过，毕竟同为pos为什么不选择sol呢🤡安全可能更好，有没有可能转pos更多的是链上转账量为了。

[PANews丨APP全面升级 @PANewsCN]

Ansem 喊空 ETH，目标价最低指向 0 美元

知名交易员 Ansem（@blknoiz06）公开发布做空以太坊 推文，入场价 1640 美元，在 1680–1700 美元区间加仓，止损设于 1735 美元。

目标价依次为 1521、1385、1000、888 美元，最终目标指向 0 美元。

[梦痕无忧 @YCCKAS]

🤡l2都被证伪了，而且这么多年从pow转pos，主链依旧跑不出低手续费，高量，红利期已经结束了，pos的以太坊根本不可能承载现实资产了，你要知道数十亿人平均日常互联网支付就是几十亿笔，靠每日几百万链上转账的以太坊根本不可能，比特币以太坊类比蒸汽时代产物，接下来类比的就是电力和互联网时代技术

[蓝狐 @lanhubiji]

全球总资产800万亿美元，未来其中10%通过以太坊承载就可抵达80万亿美元，即便只有1%（大概率超过），也是8万亿美元，eth最终的市值会超过10万亿美元，当然时间会很长，一路上艰难险阻不断。

前提是要把L1/L2整合问题搞定，接下来承载真实资产链上化+crypto AI，这会是波澜壮阔的链上世界。

[Yonatan Sompolinsky @hashdag]

since many (~4) asked me about the zcash bug - - - earlier this year I had this convo with a zcash core dev:

zk: it's weird that kaspa is pruning past records
me: why does it need to keep 'em?
zk: the whole point of ledgers is to prove correctness of all state transitions
me: the whole point of ledgers is to provide focal points for the consensus state
zk: the whole point...
me: hmm then why did you come work in zcash? you know the Sprout->Sapling counterfeiting bug
zk: Turnstile guarantees that the counterfeit could have been very limited
me: true but you still cannot prove or even reason about correct state transitions besides the total supply cap
zk: that's actually a good point

----

the most hardcore cryptography coin is shifting away from correctness proofs to practical-enough proofs. I believe this is a step in the right+practical direction, yet the paradigm shift should not go unnoticed - -cryptography is giving way to consensus.

if you came to zcash for cryptographic integrity, reconsider. there are many good reasons to root for zcash prospering. zcash is serving a more important role than bitcoin, whose utility for the original mission is by now blurry. cryptographic integrity is/should not be one of those reasons.

----

BTW the bug should definitely have been exploited. I don't know the personal values of Taylor Hornby, and I shouldn't be required to make the effort to learn them. I only know that if I found such an exploit, it wouldn't take me more than a few minutes to tempt myself into printing a longint amount of ZEC and deciding later what to do with it.

I wouldn't necessarily use it to exit the pool immediately and corrupt the supply, I'd wait to see if some portion of the broken pool does not seem to migrate on time (probably lost funds), in which case I would not think twice before claiming the funds myself.

you could argue that no harm done, and you might be right, but then again you are here -- in zcash / in crypto -- for its consensus dynamics, the ability to coordinate interests and convictions across different trust zones around some shared asset; not for some pristine mathematical integrity.

[Dr Mansoor A𐤊hmad @Mansoor3438]

$ETH will be dethroned by $KAS and Kaspa will eventually hit 1 trillion dollars MC.

I will repost this post on that day.

$KAS is like ‘nature giving us a second chance to be in the early days of Bitcoin’.

[Jarlaxle82𐤊 @jarlaxle82]

🤫
#KASPA

[梦痕无忧 @YCCKAS]

本身来说，机构应该严格执行止损。

🤔如果后续比特币越来越低，他亏损越来越多，越迟卖出之时会把比特币越砸越低。

[Peter Schiff @PeterSchiff]

With $STRC trading below par and $MSTR trading below the accretive threshold, Strategy’s financing machine is broken. Selling either security to buy Bitcoin destroys shareholder value. The rational move is to sell Bitcoin and buy back discounted stock. But @Saylor can't do that.

[梦痕无忧 @YCCKAS]

😨牛掰

[Michael Saylor @saylor]

Strategy has acquired 1,550 BTC for $101 million to increase our $BTC Reserve to ₿845,256. We have also increased our USD Reserve by $100 million to $1.0 billion. $MSTR $STRC https://t.co/1Zf1AVsP1H

[梦痕无忧 @YCCKAS]

@azuma19722131 🤔小仓位先试吧，具体突破0.04+后再说，周线确实三重底结构，就差右侧上去0.04以上验证

[梦痕无忧 @YCCKAS]

kas周线配合六月底的升级，有先去0.1$+的可能，周线和月线都走的很稳。🤔🤔🤔🤔

[梦痕无忧 @YCCKAS]

@ershiqizai 还记得八万日线右侧那波吗，那里其实可以不反弹那么高，全靠微策略买那两万个，骗了多少人去接🤡

[梦痕无忧 @YCCKAS]

@azuma19722131 两种情况，年底比特币触底，第二种情况月线mcad交叉，如果后面几个月交叉了，证明升级后带来的叠加2017年的以太坊+2021的sol效果

[梦痕无忧 @YCCKAS]

周线其实已经跌到上轮17500那波的周线下轨了，但是上轮反弹是反弹到中轨这轮只到了了一半，后续的可能就是直接重画轨迹，可能会跌出暴击🐒。

不知道会不会回到起点区间再走大型右肩顶。
做个记录，参考价值不大。

[梦痕无忧 @YCCKAS]

@zkgoudan 几年后再看，卧槽，怎么还在这里

[梦痕无忧 @YCCKAS]

@nangongyuan 准备改名南宫狼🐺了吗

[梦痕无忧 @YCCKAS]

老特已经喊签协议很多次了，次次有点效果，最后一定崩个大的。

[梦痕无忧 @YCCKAS]

🤣老特周末有特么释放要签协议了，感觉签不签最终都是利空，感觉下周极限能摸6.7附近的缺口。
整体而言反弹比2022年反弹弱，比特币用时间换空间反弹到了日线ma200，以太坊甚至反弹日线ma120上面就停止了。
有点和上轮的sol这些坐一桌，感觉6月七月搞不好直接杀穿2022年底部。