heyongjun

加密韭菜一枚 | 玩 Web3、追新敘事、看項目起飛與歸零 | 科技過客，永遠在路上

[heyongjun @YongjunHe3]

@Jun666Xx 開機時已爆，60k精準爆破，

[heyongjun @YongjunHe3]

@Jun666Xx 空

[heyongjun @YongjunHe3]

2026.2.6 00:00最後看btc＄67.4k，關機��覺，

[heyongjun @YongjunHe3]

Web3里往往被高估的是協議理想，被低估的是協議可用性，
masknetwork收購lens
neynar收購farcaster
兩起收購意味着去中心化社交作為一種大眾化敘事已經結束，但作為一種基礎設施形態，他才剛進入真實階段，

[heyongjun @YongjunHe3]

@Anitahityou ai pin更符合未來和ai互動的入口

[heyongjun @YongjunHe3]

Nice

[Anita AGI/acc @Anitahityou]

很多公链的问题，其实不在���不够快，而在于生态里的每一个角色，彼此并不真的需要对方。

项目方为了补贴而来，流动性为了套利而来，用户为了短期收益而来，等激励结束，关系也就结束了。

但我最近在观察 Sei Network 时，反而看到了一种比较少见的变化：生态角色开始出现结构性依赖。

它不是先押一个爆款应用，而是先把交易、结算、执行、清算这些后台能力做好

生态里的项目开始各自卡在同一条金融生命周期上：

• 在收益与借贷这一侧，Yei Finance（$CLO）已经不只是“一个借贷协议”。过去 7 天，$CLO 进入全市场涨幅前三；更关键的是，YeiSwap + YeiBridge 的累计交易量已超过 6.85 亿美元，说明用户不仅在存钱，而是在真实地换、跨、用。

• 在执行与市场结构这一侧，Monaco并不是另一个 DEX，而是把订单撮合与流动性执行抽成公共层，让不同 dApp 可以直接接入同一套订单簿和执行逻辑

• 在底层能力上，正在推进的 Sei Giga，本质上是在为这一整套循环兜底：高吞吐、低延迟、可预测的结算时间，让策略型资金、做市商、支付场景都能在同一条链上共存，而不是彼此干扰。

收益 → 抵押 → 借贷 → 交易 → 支付 → 再回到储蓄
这一整圈，能不能在同一套规则、同一套性能预期下跑完，而不需要中途退出系统，一旦这种依赖关系形成，增长就不再完全依赖补贴或叙事了。

[heyongjun @YongjunHe3]

@drjingle 好創意

[heyongjun @YongjunHe3]

@ETHGasFNDN Curious how $GWEI holders will influence governance decisions that enable gasless UX at scale.
What kind of participation do early stakeholders foresee?”

[heyongjun @YongjunHe3]

Web3 社交的終局社交行為第一次成為可被調用、可被定價的公共資源。

[heyongjun @YongjunHe3]

@sunyuchentron 🙈

[heyongjun @YongjunHe3]

@zama 拜拜，雜毛

[heyongjun @YongjunHe3]

@cuichenghao 會不會有人說惡意戒煙，諷刺不，

[heyongjun @YongjunHe3]

這是個好提議。

[PayAI Network | x402 Facilitator @PayAINetwork]

5/ ✅ Agent Trust

By embedding ERC-8004 reputation signals into x402 v2 payments, we create a trust layer for autonomous agents.

Agents can now build verifiable on-chain history and trust scores simply by doing business.

[heyongjun @YongjunHe3]

@MeteoraAG 大格局，成大事

[heyongjun @YongjunHe3]

@0xsexybanana brevis一個子都沒給我，屏蔽，

[heyongjun @YongjunHe3]

@xiaomucrypto 澆給

[heyongjun @YongjunHe3]

@zama my X is not eligible

[heyongjun @YongjunHe3]

In reality, users only need three things: assets that don't split, operations that are irreversible but predictable, and responsibility that can be attributed. Therefore, shared sorting is probably the ultimate solution to liquidity fragmentation.

[Espresso ☕️ @EspressoSys]

We've seen two big phases of blockchain architecture: monolithic blockchains and the rise of rollups, which separated execution from settlement/consensus.

In 2026, we enter a third: the crosschain era, when sovereign chains can safely interact as if they were one, says @jillgun.

[heyongjun @YongjunHe3]

@EspressoSys @jillgun In reality, users only need three things: assets that don't split, operations that are irreversible but predictable, and responsibility that can be attributed. Therefore, shared sorting is probably the ultimate solution to liquidity fragmentation.

[heyongjun @YongjunHe3]

@liujunning 川靠譜真帥