SSS.eth

Web3.0

[SSS.eth @enshub_com]

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

[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.eth @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

[SSS.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

[SSS.eth @enshub_com]

@alksnis @ethdotad 🫂🫂congrats

[SSS.eth @enshub_com]

Bingo sell🫡

[🚨 ENSMarketBot.eth @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

[SSS.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 @dhaiwat10 @katherinewu @saniyamore @taytems @gregskril @erni_eth @aurbelis @Jefflau @JamesJohnBeck @schmidsi @md_tanrikulu @HarrisBell @ValidatorEth @adraffy
@makoto_inoue @talbert_leon @ensdomains @ENS_DAO

[SSS.eth @enshub_com]

牛市前期赚我们以太坊

[killerapp.eth - 🦘🐨🇦🇺🦞 🧡 $DOG - 3882.eth @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

[SSS.eth @enshub_com]

你是对的，他们只想捞钱

[Broke @melvininho]

Wants to increase fee by 140%, remove 90 day grace period. Ppl outraged, ask why? ENS tracks back, ok no lets increase fee by 60%, decrease 90 day grace period to 21. Ppl still ask, why? No response.

How the fuck does making names more expensive make ENS accessible to more ppl?

[Broke @melvininho]

.eth owners pay ENS for the privilige to own and the ability to use a readable name on Ethereum, cus otherwise supposedly the system d be overwhelmed with speculation and lost names.

Its a public good, not a vehicle to enrich a some ppl.

That's not what Ethereans are paying for

[SSS.eth @enshub_com]

@ensviewxyz 请不要离开X，我们需要群众的声音，真正应该离开的是ENS DAO里的蛀虫，他们只想捞钱，而不是推广使用ENS

[SSS.eth @enshub_com]

We need Brant and Furyan

[Crispy.eth | 530.eth @Crispy_eth_]

We all have that beautiful dream! Brantley and Furian is in touch with the community almost everyday and therefore knows what ENS needs🙏Unlike Nick the greedy pig who got such a big ego that he only will listen to his greedy voices in his head an no one else….

[Going.eth @Going_eth]

No one missed your table, but on the contrary, everyone noticed perfectly well that in an unreliable project, they are trying to suck more money out of them at a time...

https://t.co/MkL6vrFeeh

[SSS.eth @enshub_com]

@ensviewxyz ENS如果不是发布在以太坊上，它屁都不是

[SSS.eth @enshub_com]

实际应该降低注册费，降低用户进来门槛而不是提高短期成本，目前用户规模在不断缩小，注册量在不断降低。推广注册和使用才是王道啊

[3999.eth @ensviewxyz]

ENS new users are clearly trending down, and somehow they’re still confident enough to raise the barrier for regular users.

[SSS.eth @enshub_com]

是的，实际做的应该是推广注册而不是想办法捞钱

[odie.eth @jaestips_eth]

I got asked by @184eth “what community” when I posted earlier.

X, for what ever reason, didn’t let me reply to him, in context.

So here we go…my reply.

———

The community is everyone who pushed to be heard.

A community is everyone, with every opinion.

ens isn’t at the point where it can ask more from them when nothing is being done to actually market the protocol, even when it’s at its lowest.

Asking for a price increase, built in a way to benefit those who can front run to lock in a 44% saving over 10 years (it’s actually 6) over those who have held their names for years (don’t forget, you’re turning 9 next month). It’s screaming desperation and money grab.

We can all see the steady decline of registrations….month on month.

Nothing is being done about how to change this, tell a story. Grow.

Since November last year registrations have been in decline. In fact, revenue has declined over 41% in this period.

This isn’t made up. This is on chain.

What has ens done to change this…nothing. It’s not even looking who to build on….

But ens chooses now to upend fragility with hostility.

Talk to the whole community and listen.

The talent out there can take ens to places it just doesn’t want to go embrace.

Everyone, the community, wants ens to succeed. Use it. Build on it

We can all make ens win. Builders, ens, DAO, secondary. Everyone

———

If you’ve read this far….you’re either seething or believing.

Repost and maybe even comment, no matter what side you’re on

Images are taken from blockchain stats. Ask your ai for info.

#ens #tempcheck

[ENSBroker (ethinker.eth) @broker_ens]

ETH will go back to 4500 and all the disillusioned people will start using .eth again

I was always here

MEGA 🫡

[xxx.eth @ensaddress]

xxx.eth is easily one of the sickest 3-letter names ever registered.

If you owned it, what would you build with it?

Drop your ideas below 👇

#xxxeth #ENS

[Ethan @0xEthan]

NFTs are cool again

Hype is warming up and the believers who held for years are being rewarded

If you own a NFT let me know

Let’s connect