Cindy胖迪🥰

情感研究员｜关心食物和身体 | $ETH Maxi | @CDC_Club Core Builder｜商务： ｜♋️巨蟹INTP ｜一年只干好一件事、只交易两三次足矣～

[Cindy胖迪🥰 @CindyCreation]

网友：V神，你快看 $ETH 跌破1500了！
V神@VitalikButerin：我不看！

那天和我的一个交易员饭搭子 @BegasBtc ，一起吃饭，他说以太坊会涨到10000美金（你们可以骂他，我不管😝）

不过呀， @cz_binance 说过，你看好一个资产，你就拿住它，然后等风！

胖迪最近在1500美元干进去了一部分仓位，屁股决定的脑袋，所以DYOR！

也就高调的做了个视频，讲讲我看涨以太坊的五个逻辑👇

E卫兵太惨了，永远抄底永远热泪盈眶！
我想我的视频会给你带来一束光🤓

本视频从四段历史、五个逻辑讲清楚我和饭搭子看涨以太坊的原因。

核心要点：
▶️ #以太坊质押ETF 的通过
▶️ 供应变化
▶️滚雪球效应
▶️生态发展
▶️技术迭代

如果你有不同看法，欢迎留言讨论！

做内容不易，感谢来个💗关注➕转发

关注胖迪的油管频道：完整版将于明日上午10点准时发布！https://t.co/MoUY8tCtRz

最后，感谢本期视频的出场嘉宾！
以太坊8年成长历史图 出自 @PANewsCN
以太坊价格 @okxchinese
部分观点来自饭搭子 @BegasBtc

感恩❤️

[Cindy胖迪🥰 @CindyCreation]

@_Enoch @luffy052411 Ethereum always makes me feel like I am in the right place 🥰

[tim-clancy.eth @_Enoch]

Ethereum doesn't play a narrative game because it has every narrative. It is the most decentralized network, with the widest geographic and stake-weighted validator distribution. It is the most secure network, protected by a pool of slashable Ether that even now gives it a raw total cost of attack that far outstrips all else. It stands alone as having effective client diversity, an achievement of ecosystem coordination that reduces the chance of a software bug becoming a protocol bug. Ethereum has non-probabilistic finality without sacrificing liveness, the self-healing mechanism of the inactivity leak, a sharded data availability layer, and perfect uptime.

Ethereum is the World Computer, it is the cryptographic bulletin board with guaranteed liveness, it is the unstoppable neutral verifier of proofs, it is the hardest database in existence. It is the global settlement layer for finance, finance that pretends to be decentralized, and decentralized finance. It is where you can vote, collaborate with friends, keep your art, keep your life savings, and record your life's works. Ethereum is the Unreasonable Man's katechon of liberatory technology in a world increasingly eroding Free speech, Free software, Free association, and Free markets.

Ethereum did this without taking shortcuts; scaling has always remained conservative to keep the CROPS requirement of at-home self-verification not only feasible, but easily feasible. It does this without hiding its problems; MEV is a scourge but it is transparent, where it can be reasoned about. It takes the time to prioritize important hardening features like FOCIL even when it requires the painful decision not to focus on other improvements.

Ether doesn't play a narrative game because it has every narrative. It is programmable. It is an unconfiscatable store of value with predictable and sustainable monetary policy. It is the pristine decentralized asset of the greatest network, by which virtue it is pristine collateral in decentralized finance. This makes Ether private nonvolatile money, able to mint a number of anonymous stable cash equivalents that are cheaply transferable anywhere and everywhere. It is an inherently productive asset in both its own flourishing ecosystem and as the wage of soldiers receiving the minimal viable pay to secure us all.

The future is incredibly bright. We have all of the tools we need and simply need to actually build liberatory technology with them. Ethereum upholds incredible underlying CROPS promises, but not everything that exists atop it is accessible in a CROPS way. The sovereignty of most users is eroded bit by bit in various ways and various trust assumptions. There is no reason that we cannot do better, there is no reason that we cannot fix this, and I am excited to dedicate my life to this cause.

[Cindy胖迪🥰 @CindyCreation]

@Wangduanniao 今天好嫩

[Cindy胖迪🥰 @CindyCreation]

@EvaCmore 啊？

[Cindy胖迪🥰 @CindyCreation]

@matteodotsui Why😅

[Cindy胖迪🥰 @CindyCreation]

没啥好看的了，最近俩月都是震荡。

安心养身体去了。

[Cindy胖迪🥰 @CindyCreation]

@HTX_Molly 用户啥也没做啊 这是赶尽杀绝么？

[Cindy胖迪🥰 @CindyCreation]

这个必须参加一下

#SpaceX IPO 就在海妖💖

美股最近最后一波大的。

https://t.co/RYZIXQHhqv

[Kraken 中文 🀄️ @krakenfx_ZH]

字少事大。

SpaceX IPO

现在起在Kraken App上开始预认购。

👉 https://t.co/3vzxNzIAHn

[Cindy胖迪🥰 @CindyCreation]

@MaYu81670159 是啊 哪那么容易抄底

[Cindy胖迪🥰 @CindyCreation]

$BTC 真到了30,000 多大家也不敢买啊。
毕竟上一轮15000都没人要。
要是都买在底部，谁拉盘啊。
都等着做多，谁做空啊？

[Cindy胖迪🥰 @CindyCreation]

@teacher_cao 没错儿

[Cindy胖迪🥰 @CindyCreation]

@btc_juanmao 要多互动啊

[Cindy胖迪🥰 @CindyCreation]

从不羡慕玩儿合约的。99%都会亏完～
金融市场就是二八定律铁律。

交易所的CEO预测行情到某个点位，也是鼓励赌徒玩儿合约的一种行为。吃力不讨好。赚了不会夸你，亏了唾弃你。

交易所只需要告诉市场：你们相信什么，不相信什么，承担什么样的行业责任，探索什么行业边界就足以赢得尊敬，而不是预测的大师赢得尊重。

[Cindy胖迪🥰 @CindyCreation]

@shenzhuan888 大机构喜欢 但是要是再宕机，机构也不敢呀

[Cindy胖迪🥰 @CindyCreation]

Sui 最近几个月一直在更新的新功能——Confidential Transfers（保密转账）。

这件事对 Sui 来说是一个非常重要的战略升级。

长远来看，买 $Sui 不会亏。

它解决的是：让普通公链第一次具备机构级支付隐私能力；转账金额隐藏、余额隐藏，仍然能够证明资产总量正确、保持监管合规。

把 $Sui 加入购物车了嘛？

@SuiNetworkCN @EmanAbio

[Cindy胖迪🥰 @CindyCreation]

@fengerge 我刚买一成仓 不急 慢慢买
建设

[Cindy胖迪🥰 @CindyCreation]

@JoshuaOrhue_ no way !!!!

[Adeniyi.sui @EmanAbio]

Confidential transfers are coming to #Sui.
The hard part of private money isn't hiding the amount but guaranteeing nobody can mint value out of thin air while the supply is shielded.
We solved it by scoping the cryptography down to one thing: range proofs on transfer amounts. Conservation of supply lives in the protocol, not the proof. Unauthorized mints are impossible by construction.

[Cindy胖迪🥰 @CindyCreation]

@yanyanshi3 分批呀

[Cindy胖迪🥰 @CindyCreation]

https://t.co/RbOzB3I33A 进群立刻获得算力！

[Cindy胖迪🥰 @CindyCreation]

最近研究了一个很有意思的项目：#MarsChain 👇

因为之前玩儿过销毁通缩的项目，觉得有得搞！

他们把下跌设计成系统增长的一部分。有点意思。

大部分项目：

发币 → 增发 → 激励 → 抛压 → 。

MarsChain：

销毁 → 获得算力 → 挖矿 → 再销毁。

持币不是贡献，喊单不是贡献，通过技术和规则把代币永久销毁，方可持久。

所以他们设计了一套PoC（Proof of Contribution）机制：

销毁MARS = 获得永久算力。

甚至在币价跌幅超过50%时，还会自动触发通缩方程。

MarsChain设计了两个比较特殊的机制：
1.圣诞方程：
每年圣诞节开启一次算力扩张周期。
参与者需要销毁一定数量的MARS获得算力倍增。
与此同时，系统会销毁35%的流通供应量。

2.预言机方程
当币价从���史高点回撤50%以上，并持续7天时触发。
同样会开启一轮大规模销毁和算力扩张。

简单理解：
一个在上涨周期触发；
一个在下跌周期触发。
无论牛市还是熊市，系统都在寻找机会制造新的通缩事件。

为什么会产生需求？

很多项目只有通缩，没有需求。
MARS不仅是交易资产。
更是：获得算力的燃料、参与生态的门票
、获取未来产出的核心资源。

当价格下跌时，获得同样算力需要的资金更少。

理论上会吸引更多矿工进入。

当价格上涨时，矿工又需要储备更多MARS参与后续方程活动。

因此形成：
价格 → 算力 → 销毁 → 稀缺性 → 价格
的循环结构。

3.裂变增长机制
MarsChain还加入了NFT邀请体系。
直推可获得50%算力奖励。
间推可获得25%奖励。

与传统推荐不同的是：
奖励来自系统新增算力，而不是从被邀请人的收益中抽成。
因此整个体系更接近一个去中心化矿池网络。
如果网络扩张足够快，理论上会产生较强的飞轮效应。

进群就能获得53万算力 https://t.co/lwh6QqWvR2 。

[MarsChainCN @MarsChainCN]

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[Cindy胖迪🥰 @CindyCreation]

@memento_amoomal 我推荐舟山看日出