coinX.eth

Web3.0

[coinX.eth @enshub_com]

If you can't hold, you won't be rich！🫂🫂

[coinX.eth @enshub_com]

@grailsmarket 麻烦了

[coinX.eth @enshub_com]

@grailsmarket 处理好了吗？

[coinX.eth @enshub_com]

@grailsmarket 这两个域名显示在其他人名下，但实际所有者是我

[coinX.eth @enshub_com]

@grailsmarket 442.eth 783.eth麻烦处理下

[CryptoChan 熊猫 @0xCryptoChan]

【 $BTC 四年周期系列 81】

2012橙蓝金叉：41天后到牛市复苏顶
2015橙蓝金叉：44天后到牛市复苏顶
2019橙蓝金叉：44天后到牛市复苏顶
2023橙蓝金叉：22天后到牛市复苏次顶
2026：今日刚叉

┌── 🐼 指标详情 ──┐

黑线：比特币价格
橙线：比特币矿工收入30日均线
蓝线：比特币矿工收入365日均线

[7777.eth @788eth]

🚨 ENS name holders, check your approvals. Revoke any old ones you don’t use.

[憨厚的麦总 @Michael_Liu93]

Crypto下轮周期的绝对主线和增量将是“通过代币化和稳定币吸血美股和美债资金，替代现有的金融基础设施，并建立一套更便捷、更自由流通、更小磨损、更全球化的价值流通体系”

现在不同意没关系，mark一下，三年后咱们再回头看

The thesis will be inevitable

[coinX.eth @enshub_com]

🤔🤔🤔

[Rosco Kalis @RoscoKalis]

When Brantly was cancelled over 4 years ago, anyone else in his shoes would have stopped working on ENS on the spot.

Instead he decided to continue to work on improving ENS and he continued to make a huge impact on ENS and the Ethereum ecosystem.

If that situation was not enough to make Brantly quit, the fact that he's moving on from ENS now really shows how dire the situation is this time around.

Thank you @BrantlyMillegan and the rest of your team for your work over the years, I do hope to see you all continue to build other projects in the space 🫡

[brantly @BrantlyMillegan]

You say the DAO has wasted money and needs better governance over the money. *Everyone actually agrees with this.* The DAO has already cut its 3 Working Groups down to 1. SPP has a budget % cap and is using a different mechanism for picking projects to fund this year.

Then there's the elephant in the room: Labs gets about 2/3rds of the current spend. Labs doubled its budget 1.5 yr ago to do Namechain, didn't deliver (even ENSv2 hasn't shipped amazingly), and hasn't cut your funding to reflect that.

And then there's the Foundation board proposal. There is *consensus* around expanding the Foundation and putting them in charge of budgeting. This has been talked about extensively in the last 7-8 months. And everyone - Labs and non-Labs people - says they think the board should be independent and hold accountable any organization that receives money.

Months ago Katherine first proposed a Board that would have 2 Labs people, 3 "independent" people *chosen exclusively by her*. It would set budgets that the DAO would approve each year (treasury staying with the DAO). I and many others said this board certainly doesn't appear independent, and legitimacy matters. We said: how about Nick gets a permanent seat (respecting his position as the creator), and the other 4 people are chosen by the DAO in an open process. Katherine can still propose her people, but other people can too. It would give legitimacy to the process. This was months ago.

Months go by, nothing from Katherine. Then suddenly without warning she posts her current proposal: Still a board entirely chosen by her, and now the treasury actually goes to them (that's new!), and Nick is delegating 3m tokens to force it through with no discussion whatsoever. Whoa!

In other words, Nick is going to unilaterally vote to give the treasury to an organization Labs controls while still falsely claiming the board is independent. Sure seems like the last 6 months of good faith discussions about and independent board and accountability were in bad faith and a waste of time.

So your whole framing of "we just want better governance, DAOs don't work, why is everyone against that" is simply false.

Not to mention: All ENS metrics have been down only since 2022. ENS didn't even get a significant bump in 2025. Annual revenue is currently about half of what even just Labs gets. ENS needs radical leadership change to get out of its death spiral. Right now we're seeing the primary leadership that has led this poor performance get more entrenched.

[看不懂的SOL @DtDt666]

美股AI超级周期轮动全节奏，给兄弟们捋一遍

现在的资金已经不是在炒AI了，是在沿着产业链，一层一层往下轮。

第一波炒芯片，
第二波炒存储，
第三波炒光通信，
现在正在猛攻算力和数据中心。

下一个是谁？

给兄弟们捋一遍。

第一波主线：半导体

NVDA，英伟达，AI GPU绝对核心。
ARM，CPU架构底层。
AMD，GPU加CPU双核玩家。
AVGO，博通，AI网络加ASIC芯片。
INTC，英特尔，在追赶。

这波是AI革命的开端，资金最先涌进来。

第二波：存储芯片赛道

MU，美光，HBM核心受益。
WDC，西部数据。
STX，希捷。
SNDK，闪迪。

算力暴涨，存储需求跟着暴涨。

HBM价格涨60%，产能排到2028年。

第三波：光模块和光通信赛道

NOK，诺基亚，通信设备。
LITE，Lumentum，光通信组件。
COHR，Coherent，光电激光器。
AAOI，AOI，光模块。
GLW，康宁，光纤。
CIEN，Ciena，光网络。
MRVL，迈威尔，数据中心互联。

数据中心之间要传数据，800G、1.6T光模块需求爆发。

当下资金正在扎堆猛攻：算力和AI数据中心

IREN，AI算力。
CIFR，Cipher Mining，挖矿转AI算力。
WULF，Terawulf，能源加AI算力。
CORZ，Core Scientific，AI基础设施。
NBIS，Nebius，AI算力云。
CRWV，AI数据中心。
P，Pinterest，AI应用。

这是当下最热的方向，资金在猛攻。

接下来大概率轮动爆发的方向：

01）原材料和稀土赛道

MP，MP Materials，稀土。
USAR，USA Rare Earth，稀土。
UUUU，Energy Fuels，铀和稀土。
FCX，Freeport-McMoRan，铜矿。
AA，美国铝业。

AI数据中心是吞电怪兽，原材料和稀土是供给瓶颈。

02）网络设备赛道

ANET，Arista，数据中心交换机。
AVGO，博通。
MRVL，迈威尔。
CSCO，思科。

03）电源和电网和温控散热赛道

VRT，Vertiv，数据中心电源和冷却。
ETN，伊顿，电源管理。
GEV，GE Vernova，电力设备。
CEG，Constellation Energy，核电。
SMR，NuScale，小型核反应堆。
OKLO，Oklo，核电。

AI数据中心的电力需求暴增，核电和电网设备是长线方向。

04）太空航天赛道

ASTS，AST SpaceMobile，卫星通信。
RKLB，Rocket Lab，商业火箭。
LUNR，Intuitive Machines，月球着陆器。
PL，Planet Labs，遥感卫星。

05）国防军工和无人机赛道

KTOS，Kratos，无人机和国防。
AVAV，AeroVironment，无人机。
ONDS，Ondas，无人机系统。
LMT，洛克希德马丁，军工巨头。

06）机器人和自动驾驶赛道

TSLA，特斯拉，自动驾驶、机器人。
PATH，UiPath，RPA机器人流程自动化。
SYM，Symbotic，仓储机器人。
SERV，Serve Robotics，配送机器人。

AI超级周期，节奏很清晰。

第一波半导体，第二波存储，第三波光通信，现在资金在猛攻算力和数据中心。

接下来，原材料、电网、核电、太空、军工、机器人，一个赛道一个赛道轮过去。

轮动不是让你每个赛道都追。

轮动是让你提前蹲在下一个方向，等资金来抬。

追涨杀跌的，永远是最后接盘的那个。

提前蹲好的，才是吃肉的那个兄弟们。

[top.eth ｜ coin.sol @topdoteth]

222.eth 16e
100.eth 8.8e
lend.eth 8e
Joy.eth 3e
Yahoo.eth 3e
1666.eth 06e
9888.eth 08e
8181.eth 0.4e
9988.eth 0.6e
Comp.eth 0.15e
guo.eth 0.1e

It's already available on opensea and https://t.co/36JrxaK7BD!

Price drops continue! Unless ETH goes to zero, ENS is expected to appreciate in value!
@grailsmarket @furyan_eth @BrantlyMillegan @opensea

[brantly @BrantlyMillegan]

BIG week for new features on @grailsmarket!
➡️ Grails is the best @ensdomains manager & market, https://t.co/fSiiTVqOmb

✅ Grails Chat 💬
- Message any Ethereum account on the Grails app
- Easier negotiation between sellers and buyers
- Try it out: message me (brantly.eth) and say hi and i'll message you back! 🤝

✅ Comments 🗣️
- Public comments section on all name pages
- Name owner gets a notification!

✅ New ENS metadata service 🪪
- We built our own service to generate NFT images for ENS names
- Images should load much faster!
- Different colors for Registered, Premium, Available, Grace, w/ nice transitions

✅ Bulk Search page 🔎🔎🔎
- Grails has long had bulk search, up to 10k terms, built into the normal search
- This is a dedicated Bulk Service page with a large input box
- Find it in the More navbar menu, alongside Live Activity, Analytics, Leaderboard

[coinX.eth @enshub_com]

🫡🫡向你致敬

[atreides.eth 🦇🔊 @mfhanw3190]

Here is my response to nick.eth on the forum

The post has been hidden by moderators, but I want the community to read it

Atreides out

[coinX.eth @enshub_com]

@alksnis @ethdotad 🫂🫂congrats

[coinX.eth @enshub_com]

Bingo sell🫡

[🚨 ENSMarketBot @ENSMarketBot]

💰 SOLD: 410.eth

For: $1,779.93 (0.78 ETH)
Buyer: wen.eth

Seller: 95580.eth
Last Reg: 0.66 ETH, 17 Apr 2026
Category: 999 Club @ens999club

https://t.co/hTV29tKJ8T

[coinX.eth @enshub_com]

🫡

[ENSBroker (ethinker.eth) @broker_ens]

I must have spoken with 90% of the top ENS grail owners, and I’m in regular contact with many of them.

But there’s one I’ve never been able to reach and I’m really looking for: 386.eth

I hope they’re here, see this, and get in touch with me. If anyone knows them, please pass this message along

[KIAS.eth @KIASDomains]

Can anyone with a ENS badge confirm the outcome of this scenario?

So if or when ENS decides to roll out ENS V2 with 1 month grace periods, What happens to names that are in Grace beyond that 1 month in the current version of ENS for example 35 days in Grace?

@nicksdjohnson @workem0n @mely_jpg @Helgesson_ @domicoeth @184eth @NancyNugent @yoginth @dhaiwat @katherinewu @saniyamore @taytems @gregskril @erni_eth @aurbelis @Jefflau @JamesJohnBeck @schmidsi @md_tanrikulu @HarrisBell @ValidatorEth @adraffy
@makoto_inoue @talbert_leon @ensdomains @ENS_DAO

[coinX.eth @enshub_com]

牛市前期赚我们以太坊

[killerapp.eth🦘🐨🇦🇺🧡$DOG/3882.eth🐱ྀི:GlxyGato @CryptoIgzeee]

That “discount” isn’t a discount.
It’s extracting your ETH, do not be stupid

Assuming ETH today = $2,300 and future ETH = $10,000. (we are close to bear market bottom)

1. Pay 5 years upfront

$8 × 5 years × 10 domains = $400

ETH spent today:
$400 ÷ $2,300 = 0.174 ETH

If ETH goes to $10K:
0.174 ETH × $10,000 = $1,740

So the lost ETH value = $1,740
Extra upside lost compared to $400 = $1,340