ETHSDaily

[Colin Wu @colinwu]

@star_okx 支持徐总该文说的很多观点，但 FTX 倒台、SBF 入狱应该是一件好事，否则让一个外表光鲜、欺骗世界、随意挪用用户资产的交易所继续存在甚至继续隐瞒，才是更可怕的。

[Star_OKX @star_okx]

大家的人生还好吗？
我没有任何看笑话的意思，只是想最后再谈一次关于“XX人生”的话题。

每个人的人生都充满戏剧与精彩，每一家交易平台也都有自己的风格与理念。
但我始终相信——加密交易平台的中立，不仅是职业操守，更是法律底线。

向 FTX 开枪的人并且成功“击毙”了竞争对手，
但换来的并不是自家市场份额的扩大，
而是整个行业的系统性崩塌，以及一连串更戏剧化的“人生”。
在那场连锁反应中，没有任何人是真正的赢家。

当一家平台亲自下场，用各种关联马甲批量制造毫无价值的代币，
明里暗里喊单、拉盘，用传销手法放大个别“暴富”故事，
诱导用户盲目跟风、前仆后继——
最终拖垮的，不仅是整个行业的信任，更会再次反噬自身。

OKX 的“人生”从来不是一个 Memecoin，
而是一段在加密行业持续了十二年的真实��程。
我们经历过各种各样的挑战和危机，
看过各路枭雄的起落，更看清了保持内心平静的意义。

无论外界如何喧嚣，OKX 始终坚持用 Crypto 与区块链技术去改变世界的初心不变。
每一位信任并陪伴 OKX 的用户，都是这段「OKX 人生」中不可或缺的一部分。🙏

[HYPE3.cool @Hype3dotcool]

[Important Notice]

🩵 $COOL is now a fully open-source project, with both fully functioning HYPE3 v1 and Cool Pay v1 source available on Github now.

It also means that we will become a platform-less and service-less project, previously maintained services will be discontinued.

Link to our permanent repos:
https://t.co/XVVdBMPy2Z

[Elon Musk @elonmusk]

🤗

[0xWizard @0xcryptowizard]

一个“大结果”，所有人看到的是一次大胜，一个数字。

没有看到的是，背后的忍耐，寂寞，被质疑甚至嘲笑。

还好，我自己经历过，也看到过。

从后视镜看，都是神迹，好像那个人在做出那个决定时，就已知道，或者纯粹运气。

既不是神迹，也不是运气，不过是日复一日坚持在做认为对的事罢了。

[ogle @cryptogle]

fyi, $usd1 being now minted on Solana doesn't mean there's any liquidity for it yet - so, if it takes some time to get liquidity, the beta launchpad will have it where you can launch tokens with $aol as the pair in the meantime, so long as I can get that confirmed by the dev team (I'm 99% sure)

[AB Kuai.Dong @_FORAB]

看币安理财，也上稳定币 USDC 的 12% 年化活期了，这个应该跟 Coinbase、Kraken 一样，12.31% 里面的 12% 是 Circle 补贴的，每个号能存个 10 万刀上限。

存币安的好处是，能随时摇到中文客服，倒不担心账户被冻、取不出什么的，所以果断存了两个号进去。

如果后续 ETH 倒车接家人了，就拿去抄底。

[ogle @cryptogle]

I had a call today with the dev team of the launchpad for the $aol CTO -

launchpad basic functions have been completed and are functional. front end and several pages are complete. it can mint a token that ends in USA every time without issue.

when it launches, it'll be a beta for sure, an mvp, but it will be functional as noted.

so, things are coming along. hopefully within a week we can show something publicly!

[AB Kuai.Dong @_FORAB]

原来上周末 ETH 的拉升，是 Bitmine 在买。

老哥过去一周，大概买了 20 亿美金的 ETH，目前已成为全球最大的 ETH 明庄，持有约 115 万枚。

按照之前要收购全球 5% 的 ETH 目标，过去一个多月进展大概为 20%，也就是说还要再买 485 万枚 ETH 才能实现。

继续买吧！

[Colin Wu @colinwu]

迪神群里发的，bmnr 成交量 = coin+mstr+sbet

Tom lee 的韩国老乡狂买？

所以 ETH 也变成韩国盘了？

[土澳大狮兄BroLeon | Crypto | AI | Stocks @BroLeon]

今天早上驱动 $BNB 暴涨的这个新闻原文我又仔细读了一遍，因为 $BNC 的股价涨的比BNB猛，盘前价格一度涨了30%以上，目前回调后依然有22.4刀。

这玩意儿可以算是加了杠杆的BNB，在 $BMNR 高歌猛进的时候，或许也是值得我等 BNB 卫兵留意的标的。

这个新闻里几个关键takeaway：
✅BNB Network Company（Nasdaq: BNC），斥资1.6亿美元购买了20万个BNB代币，成为全球持有BNB最多的公司。
✅Galaxy Digital 联合创始人 David Namdar 担任首席执行官，CalPERS 前首席信息官 Russell Read 和前 Kraken 董事 Saad Naja 也加入其中
✅目前手里有5亿，才花了1.6亿，而且后续目标动用高达7.5亿美元的认股权证，把资金扩展去12.5亿

如果算一下当前 $BNC 的Nav，22美元对应市值约1.85亿美元（22 × 841,346），远低于净资产5.05亿美元（NAV 600美元/股）。

理论上，股价应接近100-200美元（考虑50-70%折价）���22美元显著低估。

但之前股价能从5.6快速fomo去到82.8刀，又暴跌回17刀，说明简单的按照Nav或者PE去衡量这样一个低流通股票是过于片面了。

一方面市场尚未完全认可BNC的BNB资产价值，另一方面低流通量（841K股）和大盘波动影响 $BNB 价格也会很大的影响折价。

币股模仿比特币的微策略模式并不是那么容易的事情，即便以太坊的微策略也是在来回多次波动后逐步才建立起以 $BMNR 为龙头的戴维斯双击效应。

美股的割韭菜，尤其是小盘股并不比币圈逊色多少，要建立共识和信仰也不是一蹴而就的事，希望早日在美股市场上也看到类似于 $BNB Holders一样的坚定信仰者们并获得回报。

公告原文传送门：
https://t.co/b5yBivL14a

[Ed_x區塊日記🇭🇰 @Ed_x0101]

在投资的这条路上，只有你自己是靠得住的

一般来说都很难拿住

我从21年进圈拿着几千美金到现在超过1200万美金，都是靠自己一路走过来的（早上本来有图，但是不想放出来就删文了）

从来就不是靠任何内幕和项目，相反，内幕的都是最坑的，今年在内幕上面，都亏不少钱，但是偶尔老外的信息分享通常都赚大钱

把自己修好，得到自己的模式，才是最好的答案，每个人都不同，不能处处一样

[Nom @TheOnlyNom]

Excited to be able to publicly announce the first stage of the BONK Digital Asset Treasury, where the @bonk_inu
Ecosystem will be partnering with @SafetyShotINC and it's leadership to establish an initial reserve of $25m of $BONK.

Looking forward to growing the partnership, the $BONK Ecosystem, and the DAT as another vital part of BONK's growth plan https://t.co/K2nBnWnkDj

[shah @shahh]

In the past month we got:

USELESS - $400M ATH
TROLL - $200M ATH
ANI - $90M ATH
KORI - $60M ATH
DEBT $35M ATH
SPARK - $18M ATH
LIZARD -$15M ATH

I’m thinking we are back

[AB Kuai.Dong @_FORAB]

以前看巴菲特的传记《跳着踢踏舞去上班》，没有理解这本书的标题含义。

现在 ETH 破 4000 了，再看账户，我也理解了这个享受上涨的过程，谁走路不开心到跳舞？

Tom Lee，Lee 神

[ogle @cryptogle]

Part 4 - In my previous post I talked about a few of the features of the USA(.)fun launchpad that are meant to solve some of the problems of net-extractive models and “cabal” activities. As mentioned though, the vision here is not just a launchpad: the goal is to create an ecosystem - a flywheel - that is designed to be a net-positive force and influence on Solana (at first).

We want to get as many Americans Onchain, Literally, as possible. $aol

The system is being built with the philosophy that “a rising ride lifts all boats,” and to that end, we’re attempting to create a system that rewards collaboration and long-term value creation by others whose ethos aligns well with those of USA(.)fun.

Ecosystem Support - Unlike other major launchpads that have a history of just taking fees and withdrawing them from the ecosystem, as mentioned previously, USA(.)fun will use all launchpad LP revenue for net-positive activities. To this end, a percentage of those fees will be directed to a program that does buybacks of various tokens. After doing the buybacks, in some cases it will result in a subsequent burn (for example with $aol) - and, notably, in some cases it will result in token distributions to those who are holding the $aol token in their wallets. The way this will likely work is that once per day the non-$aol tokens that are bought will be allocated to $aol holders, and those holders will have 24 hours to claim them on the USA(.)fun website. Unclaimed funds will go to protocol-owned liquidity for later usage.

The following are the projects we consider aligned and which will be included in the initial buybacks, so long as they exist on Solana at that time. The list is subject to change under certain circumstances. For any tokens that aren’t available on Solana at the time of USA(.)fun launching, the CTO team will decide how to distribute the buybacks differently.

1) $aol - this is our own token, so it goes without saying that we want to ensure its long-term value
2) $bonk - it’s indisputable that Bonk saved Solana a few years ago, and the Letsbonk platform is where $aol itself was launched. They’ve shown us all the power of a community-first approach, and this project will proudly continue to support the Bonk project
3) $wlfi - this token does not currently exist on Solana, but in the case it does, it’s an obvious project to support via the LP fee purchases. The team at World Liberty Fi are working day and night to help bring net-new people on-chain and make sure regular folks have access to what the blockchain and crypto can offer. It only makes sense it would be included in the buybacks here as it is clearly aligned. If $usd1 comes to Solana at some point, we are also committed to pairing all token launches against $usd1
4) $glue - this is a chain I co-founded that is focused on bringing as many people on-chain in a safe, secure, and easy-to-use manner as possible, primarily via the Hub, found at hub(.)glue(.)net. The ethos couldn’t match USA(.)fun’s more than Glue does
5) Last but not least, a daily buyback will be done of those projects that launched on the launchpad and have shown particular alignment and/or traction

Decisions for which launchpad projects to support with LP fee buybacks will be made at first by the CTO team (with transparency), but later the mechanism for which projects get supported will be determined by two other methodologies: first, by a definable metric that we will release later (related to holders, traction, volume, etc), and secondly: by vote of those who hold $aol.

Yes - the community will be able to decide who gets the support of a portion of the LP revenues! I was going to announce this in the last part of my tweet series, but I think it fits better here, so I’ll come up with something else to leak instead in the last part. ;)

Also, as stated in Part 1, none of the tokens or projects mentioned, even those we are going to be supporting with buybacks, is meant to imply an endorsement or affiliation in any way with any other company, unless or until something otherwise is said by the other company.

Gamified Elements - as noted, we take the idea of getting Americans Onchain, Literally $aol very seriously. The theme isn’t just a random catchphrase - the CTO team will keep meme culture alive by building a system that’s fun and engaging, not just cold and transactional. Just because these tweets are very detailed and slightly dry shouldn’t imply the “feel” of the site will be anything less than a really fun, nostalgic, unique experience. We have a ton of ideas here for keeping things fun and interesting... I’m not gonna post them all, but here’s a teaser of some of our thinking:

-LP distribution from dead projects - as mentioned previously, we’ll be taking LP fees from tokens that don’t graduate within a certain time frame, and use those fees to do a daily support purchase for other tokens on the platform that do graduate - this is separate and apart from the distributions of normal LP fees I mentioned previously above. This is a way of creating a bit of a game theory mechanism that ultimately rewards success and provides a “safety net” for investors who back winning projects
-Wouldn’t it be interesting if you launched a token that did particularly well, you could get a real-life CD, a la the late 90s, themed to your token, delivered to you at no cost? Similar to YouTube plaques and the music industry rewards given to artists who sell a certain amount of albums, the creators who achieve market cap levels that reach “gold,” “platinum,” etc can have a physical way of commemorating that. I won’t say what part 2 of this idea is, but I can say it involves rewarding the holders of those tokens too, and it’s a pretty cool idea if I do say so myself!
-There will be numerous ways to engage with the USA(.)fun website that are low or no cost, but which will eventually be rewarding to those who do so. Similar to how I’ve hosted several “trivia nights” in the $aol Telegram, we have lots of ideas on how to scale these fun and engaging activities that can also be rewarding to those who do well and/or get lucky.

All Contract Addresses End in USA - We want every token launched to be a reminder of the ethos the team espouses at USA(.)fun. As many of you know already, every single token contract address launched on the website will end in "USA” as a clear signal of our identity and values. We embrace the free market, American spirit, and a commitment to giving people opportunities to better their lives without having to have huge amounts of money or connections. Every CA will be a reminder of this.

Now that I’ve told you who I am, why this platform is being built, what some of the core features are, and who we consider ourselves to be aligned with and will support - Part 5 will consist of an FAQ to answer questions I’ve gotten over the past couple weeks. I’ll also dive into some of the tokenomics and the different roles of $aol.

There is a non-zero chance this doesn’t get posted tonight as I am fatigued already, but I will do my best!

[Nigel Eccles @nigeleccles]

GMGM! One of those down only then pump markets. Memes net out up 5% on the week.

On the top half of the table the only underperformer has been $BONK which has seen it lose share back to Pump in the launchpad wars. (With it, Bonk launched $USELESS is also down 14%).

Breakout meme coin this week is newly launched $TROLL which is up 243% on the week. Very expertly produced and with an active community behind it, it could go to the moon or zero.

[ETHSDaily @ETHSDaily]

@cryptogle great job！

[ogle @cryptogle]

Part 3 - previously, I talked about how there are three core issues that the team is trying to address: net-extractive models, cabal coins and similar scum, and creators+users who aren’t rewarded enough. I also introduced how I think there is a type of user who is not being addressed yet: those who are looking to protect their downside, play a little more safely, but still have huge upside opportunities that they sometimes see in other launchpad implementations.

Now I’ll tell you some of the actual things that are gonna be happening at USA(.)fun, powered by $aol - some of the specific solutions and features that are being built as initial parts of the ecosystem. This list is NOT exhaustive - I don’t want to put all of the upcoming ideas out into the public - but it should give you an idea of where the team’s head is at.

1) The One-ticker solution: on the upcoming launchpad, every token name is considered a scarce asset. We’ve seen many times how there will be multiple versions of the same named token, creating confusion in the markets, and ultimately causing a lot of harm.

The way this is being addressed at USA(.)fun is once someone has registered a token $ticker, it is gone forever - unless it doesn’t graduate. This is an architectural decision to fight spam, reward quality, encourage speed, and reduce confusion.

When I say “unless it doesn’t graduate,” what this means is the following: if someone comes and chooses a ticker quickly, say $papasmurf, it will be reserved for that creator for a small period of time. The time is to be determined as of right now, but if the token hasn’t graduated by the end of that timeframe, then the initial launch will be considered a “failure,” and the ticker name will be back available to be claimed. The LP of the previous one will be removed - what we do with that is outlined further below in the "bonus" section.

With this implementation, you can be sure that the token’s contract address ending in USA (remember, all tokens launched on USA(.)fun will end in USA) that you see is the “right” one, without having to worry another one will come a few minutes later by a cabal that will ruin your investment.

2) Anti-cabal Protections: just like the USA’s values, we believe in an egalitarian system where everyone should have a chance at winning, no matter if they’re rich or poor, connected or not. To that end, the platform will have two core features that make it different than others in this regard.

First of all, there will be a small fee in $aol to deploy a coin in the first place. Right now, on other platforms there are no penalties for bots to just deploy thousands of tokens with no intention of ever having a “winner” - they’re just created to farm fees and/or dump on people who don’t realize their bad intentions. Now, by implementing a small fee, we will reduce the likelihood of getting massive amounts of spam and fraud, while also still allowing anyone the ability to create a coin if they just hold a few dollars of $aol in their wallets. This, of course, will also act as a token sink for $aol itself.

Secondly, we are implementing limits on how much supply a creator of a token or a single address can buy at launch. If we can limit this, then it also limits the ability for someone to bundle, and then dump, on the retail investors This is technically somewhat difficult to implement, but we can at least make it more difficult on the front-end, while monitoring ways that people use to get around the restrictions on the back-end.

3) Rewarding Creators and Users - One of the keys to keeping people around is rewarding users for participating, and rewarding creators for the work they’ve done to make the platform itself successful.

To that end, USA(.)fun’s launchpad will not be taking any of the LP fees directly for itself. I believe there are other ways to make money with the bigger ecosystem that is being worked out, so for the launchpad, all of the fees will be going back to net-positive activities - aka no extraction. These activities include normal things you expect like sending large portions of LP fees directly to the creators, but also some more novel features too, to introduce a bit of fun to the system.

From the LP fees, there will also be a “buyback” of aligned tokens, as we have talked about on the preliminary roadmap. These buybacks will go to buying $aol, $bonk, $glue, and (if it comes to Solana) $wlfi. Additional to this, the buybacks will go to supporting America-aligned tokens that are launched and doing well on the USA(.)fun platform.

As a reminder, you don't have to be literally American to appreciate and believe in the American ethos, which values freedom and opportunity. USA(.)fun hopes and expects to have a large contingent of users who are not "American" by birth, but may espouse some American values in certain ways.

4) BONUS - one more thing I wanna mention: every day there are large amounts of tokens that never graduate, and the LP fees from those are basically wasted. What we’ll be doing is for those tokens that don’t graduate within a certain amount of time, we will take the LP fees on those and use them to do a daily support purchase of the top tokens that do graduate. This is separate and apart from the LP fees mentioned previously that go to buybacks - this is a separate chunk that is going only to those that graduated within the day, to help support their initial upward trajectory, and to reward their early success.

Thanks for sticking with me - part 4 is where I’ll talk about the ecosystem, other aligned projects (why we are supporting bonk, glue, wlfi, usd1), and philosophy. Then part 5 will be after that, which will answer some of the “frequently asked questions,” as well as go into some of the value-drivers for the $aol token itself

then I’ll have one more announcement for you after all of that...

however, these posts will come in a few hours as I need some rest, I’ve been typing for many hours straight now haha - let's all get Americans Online, Literally! $aol

[ETHSDaily @ETHSDaily]

@Stupifff @theunipcs 那你回复个几把