9th

📈 BTCとPerpを気分で 🧩 むずかしいPerpDexをやさしく ⚡️ edgeX / StandX / Miracle / 🎒Backpack使い 💭 クリプトの海をのんびり漂流中

[9th @ChillCatAOL]

@useTria カードが早く欲しい！

[のむりゃーも @siciliacome]

パレルモの歴史が詰め込まれた老舗の軌跡！この投稿をリポストするとお得に記事を読むことができます。
【シチリア】パレルモ観光で外せない！英雄や文豪が愛した「伝説のフォカッチャ屋」が辿った激動の物語 | 旅する観光ガイド @siciliacome #note https://t.co/awiNXNLsfV

[9th @ChillCatAOL]

@ComagerTon79278 👌

[9th @ChillCatAOL]

@nanashi_life @GeniusTerminal デイリースピン！どうなりました？？

[9th @ChillCatAOL]

@KuzuProducerZ @useTria 海外での不正利用てことですよね？？
全額利用された感じですか？？
返金対応されるといいのですが。。
続報待ってます🥹

[9th @ChillCatAOL]

やる人がやれば強い系！？何度でも読んでみる🔰

[9th @ChillCatAOL]

@marryevan999 CLAUDE

[Marry Evan @marryevan999]

ANOTHER QUIET POLYMARKET ACCOUNT JUST TURNED $50 INTO $625,000.

Claude rebuilt the strategy in 40 minutes, and the edge was simple: hit BTC contract lag before Polymarket catches up.

You only need Claude + laptop + 1 hour/day.

Giving This Free for 24 hours. To get it:

1. Comment the word 'CLAUDE'
2. Like and Retweet this post
3. Follow me @marryevan999 (so i can DM you)

[9th @ChillCatAOL]

@marryevan999 @Oliviacoder1 Claude

[Marry Evan @marryevan999]

My Boyfriend asked why I was smiling at 4 AM.

Showed her the terminal.

"What are all those green numbers?"

$1,129. Made while she slept.

"Doing what?"

Nothing. Claude scanned 14,000 wallets, found 47 that never lose, built a bot that copies them.

She watched for 10 seconds:

+$3.87 captured
+$6.42 captured
+$12.71 captured

"It just keeps going?"

Every few seconds. New line. New money.

"How much did you start with?"

$300. Now $1,429. Eleven hours. Asleep.

"What does it do?"

Buys at $0.48. Sells at $0.52. Pockets $0.04. Who wins doesn't matter.

"That's legal?"

Citadel does this on NYSE daily. 400 engineers. I have one screen.

She looked at the P&L curve. Never dips. Just climbs.

"Can you make me one?"

Setting hers up now.

She still doesn't get how it works.

The bot doesn't care.

You only need Claude + laptop + 1 hour/day.

Giving This Free for 24 hours. To get it:

1. Comment the word 'Claude'
2. Like and Retweet this post
3. Follow me @marryevan999 (so i can DM you)

[9th @ChillCatAOL]

@line_hihei2 @edgeX_exchange 同じくです！1XP=0.2でした！

複垢デルニューで、1週のみ10万取引したアカが全てこれでした！

[9th @ChillCatAOL]

@grok 日本時間で何時ですか？

[edgeX🦭 @edgeX_exchange]

$EDGE launches in 24 hours.

[medaka.base.eth ⛩ @araz32008658]

FRアビトラbot
FR取得してスコア計算し自動でオープンクローズ
バグ取りして問題無く動作できる状態になった
少額で実地検証中
Claudeメインで補助にCodex
週末のみでここまでできるんだな～
コードは１行も書いてないけど脳が疲れる

[9th @ChillCatAOL]

@shu_gcrypto @CoinBorderless マーケ界隈で何度か見てるけど、
カンファレンスにキャバクラブースとか出してて、
まじで根っからモテないキモいオヤジだった🤣🤣

[9th @ChillCatAOL]

$EDGE総供給は10億枚
①Genesis 25%→2.5億
②Pre-TGE 5%→0.5億
👇
①生成済ポイント：7,311,219
②XP合計：15,277,090
👇
単純計算で、
①1ポイント ≒ 34.19 EDGE
②1XP ≒ 3.27 EDGE
👇
1ポイント価値は1XPの約10倍⁉︎

投票考える上で、ここは大事そう🧐
@edgeX_exchange

[9th @ChillCatAOL]

As a statement of intent, it’s not bad.
But for trust to recover, it still lacks the next concrete operational steps.

@Backpack @armaniferrante

[Armani Ferrante @armaniferrante]

On FUD.

FUD is an opportunity to either address misunderstandings or to identify mistakes and simply fix them. With every TGE, emotions run hot, as people focus on a single number, the token price, determining one’s feelings. It’s human nature, and because Backpack has such a large community around the world, spanning from advanced traders in Asia, to wallet users on every network, Mad Lad holders around the world, and everyone in between, the TGE is a time where people vocalize their views.

I would like to address several different topics I’ve seen floating around over the past few days to set the record straight and offer my perspective.

- OTC. I can’t believe I have to say this, no, we aren’t OTCing our own tokens to cash out. See the tokenomics. Fake news. End of story. What is true: buyers reached out to me and asked for OTC. I am happy to help buyers find more tokens. Unfortunately, due to the bad history of other crypto projects using OTC to cash out, folks assumed the worst when they saw me post about OTC in discord.

- Mad Lads. All existing Mad Lad holders pre-TGE retain their Backpack VIP status. New holders do not. Some like this, some hate this. I understand both perspectives. My perspective is that Mad Lads has always been an evolution alongside Backpack. We went from the whitelist games inside Backpack => pre-reveal inside Backpack => reveal boss inside Backpack => xNFT inside Backpack => airdrops inside Backpack => VIP points inside Backpack => the BP token. Each one of these stages created a clear path for Mad Lads to get to the next stage, always focusing on long term holders over people that come and go. There are people that follow the path, and people that do not. There are people that evolve with us and people that do not. Our approach from the day Mad Lads was born has always been to focus people on the Backpack product. Naturally, new people came into Mad Lads with their own pre-conceived notion of what it was or what it should be. This creates tension. But we have always had a strong vision and we will always stick to it. The people that use the product always get to the next stage, where every stage answers a single question: how do we push Backpack forward. When designing token utility, it’s a question of economics, and it would be a disservice to BP to not align incentives around it. There’s an additional nuance worth pointing out: Backpack is different from basically every other product that dropped a mined token because we KYC users and are selective about the regions we open up. Those users have been out of the game, so to speak, not because I want to do that–nothing upsets me more than not being able to serve users in a particular region (what founder would want that?)--but it’s because we have chosen the path of building a crypto native financial institution. That path is long and hard. For these users, we have maintained the path to get to the next stage and have communicated that. When we open up regions, these regions will get their drops, and we will be running new campaigns to get more drops just by using the product, and that brings everyone up to speed with the same VIP benefits of the original pre-TGE seasons. For the long term holders, nothing has changed. The key issue is with respect to new NFT holders. Some people will hate this. Some will think it’s sound economics. I understand both perspectives. We are doing what we think is best.

- Sybills. Our goal was to protect retail users competing for points against sophisticated players splitting accounts and giving themselves an unfair advantage over those that don’t. The mistake we made: our process was too black and white. From the team’s point of view, we had a line and we stuck to it. From the community’s point of view, the line is nuanced. We did not sufficiently take that into consideration.

- Price/FDV. With every token comes the human nature to think about the price at all times. There are good ways to think about price and there are clearly illegal ways to think about price. Our position is simple, we are building over a long period of time, and we are not making short term decisions. 24h post-TGE FDV is not a meaningful metric. Even 1 week post-TGE FDV is not a meaningful metric. If you ask anyone that’s ever built anything, they’ll tell you the same. Many people will take issue with that statement, and that’s ok. Ultimately, you have to look at our incentives and decide for yourself. The fact of the matter is that the team and I are incentivized to make Backpack a success with arguably the most extreme tokenomics ever created. What happens if the token goes to zero and stays there? Our company fails, and we get nothing. Some people might rebut saying that we get rich from the company revenue. No. That is simply not how companies work. We don’t get rich from a bad token price. We are punished in the most extreme possible way. And we are rewarded in the most extreme way only if we achieve all of our hopes and dreams. The way it should be. This is by design. Beyond this post you won’t see me talk about price or FDV. You will see me talking about building and creating long term value. And it’s only by doing that, can BP become a success.

Every project goes through trials and tribulations. This is certainly a moment for us. We are nothing without our community, and we will serve it in the best way we know how. I have complete conviction, I am all in, and the team is all in. Don’t trust us, look at the tokenomics to decide for yourself.

Thank you for reading this. Thank you especially to those that have supported us this week. It means a lot. We will continue to review the above, particularly the cases around sybils, and get back to building.

[9th @ChillCatAOL]

今回のBackpack騒動、
@Backpack

運営は
「長期展望の設計にした。短期の投機より、���ーザーを大事にしたかった」

コミュニティ側は
「理屈はきれいだけど、実際には配り方や判定が不透明で、古参ほど納得しにくい」

という衝突！

設計思想と実際の体験がズレ炎上🔥
この市況での舵取り繊細🥺

[LUCIAN｜AI × Blockchain @lucianlamp]

$EDGE

来週3/31にTGEを控えてる @edgeX_exchange のレポートを読み込んだので所感を。

━━━━━━━━━━━━━━━

一番面白かったのはユーザー構成の話。

モバイル比率83.8%。ボリュームベースでも65.7%がアプリ経由。
ピーク帯がJST 21:00〜01:00で、全体の26.7%がこの4時間に集中してる。

つまり、主要ユーザーは東アジアのリテール層で、仕事終わりにスマホでトレードしてる。

これ、Perp DEXの中ではかなり異質。

Webアカウントは1日平均$302K・11.2回取引。モバイルは$112K・9.5回。
取引単価は小さいけど、人数は5倍以上（Web 2,833人 vs モバイル 14,658人）。

要するに、少額を高頻度で回すリテール層が分厚くいる。
この層はマーケットが成熟するほど厚くなるので、早い段階で取り込んでるのは地味に強い。

コモディティ追加後のク���スマーケット浸透率も10.09%。
モバイルで金とか銀の複数マーケットをサクッと行き来できるUIが効いてるんだと思う。

━━━━━━━━━━━━━━━

もう一つ刺さ��たのがAI周り。

EDGE ChainはArbitrumベースのRollupで、デュアルVM構成。
edgeVM（注文マッチング、10ms以下）とedgeEVM（プログラマブル実行）が共存してて、ゼロコピーメモリポインタで直接やり取りする。

これが何を意味するかっていうと、EVM上のAIエージェントが取引エンジンのポジション情報やPnLにリアルタイムでアクセスできる。レイテンシやデータ重複なしで。

さらにLiquidity APIで、外部のAIボット・ブローカー・ターミナルがedgeXの板と約定エンジンをそのまま叩ける設計になってる。注文の受付→キュー→約定→リジェクトまで標準化された実行レシートが返ってくるので、AIエージェント側のロジックが組みやすい。

今のPerp DEXって、人間がUIで触ることを前提に設計されてるものが多い。
edgeXは最初から「人間とAIの両方が使う流動性ハブ」を想定してインフラを組んでる。

並列実行もマーケットごとに独立シャードで処理されるので、新しいマーケットが追加されるたびに計算能力が線形にスケールする。AIが大量のアカウントを自律運用するような世界観では、この設計がかなり効いてくる。

━━━━━━━━━━━━━━━

「モバイルリテール × AIエージェント」を両方カバーできるインフラって、実はまだほとんどない。人間はスマホで、AIはAPIで、同じ板を叩く。この構図を最初から設計に組み込んでるのは、Perp DEXの中で明確にユニークだと思う。

[9th @ChillCatAOL]

最大10,020 USDTの新規ユーザーボーナスをアンロック https://t.co/HykmYbEXqK

[9th @ChillCatAOL]

@L_AIcode AI