feng

#BTC #ETH

[feng @fengbro7]

@LinearUncle 開源vs閉源的第一場戰爭

[Rukawa Ð @show4653]

Everyone's first thought about the Resolv exploit: inside job. Here's what I found for and against.

FOR: 1) USR's TVL dropped from ~$400M to ~$100M in the 6 weeks before the hack. 75% capital flight with no explanation. Someone was exiting before the bomb went off.

2) The SERVICE_ROLE key - only the team's infrastructure had access. The circle of suspects is very small.

3) Attack at 2:21 AM UTC on a Sunday. Minimum monitoring, maximum cashout window. The attacker minted 50M USR, waited 80 minutes, minted another 30M. Protocol wasn't paused between the two. No alerts, no response for over an hour.

4) No guardrails were ever added despite $100M+ in the protocol. No multisig, no rate limit, no max ratio. Negligence or intent?

5) Industry stats: 55% of DeFi exploits in 2024 were compromised accounts. Insider attacks - third biggest vector.

AGAINST:

1) Team is fully doxxed. Public LinkedIn profiles, VC due diligence done.

2) $10M seed from Coinbase Ventures, Maven11, Arrington Capital, Robot Ventures. Not an anon project.

3) Fireblocks used for custody - professional key management.

4) ~$23M is not "disappear forever" money when your name and face are public.

What's your read - compromised key, sloppy infra, or inside job? Drop your take below.

[feng @fengbro7]

@BensonTWN 我覺得幣圈人沒有意識到一件事
改變比創新還要困難
為什麼傳統金融要為了crypto做這麼大的改變
對他們有好處嗎？

[Benson Sun @BensonTWN]

三年前我就說過，RWA 是服務圈內人的。

三年過去了，這句話還是沒變。

Crypto 圈講的 RWA 是所有資產都要上鏈，讓所有人都能買。

但看看真正落地的案例：BlackRock 的 BUIDL。$18B 規模，上了 Ethereum、Solana 等九條鏈。聽起來很厲害對吧？

但申購最低門檻 500 萬美金，限 qualified investors，白話講就是有錢人限定。全部要 KYC，只有白名單錢包能持有。

Token 鎖在白名單錢包裡，不參與 DeFi，不產生交易量，不帶來新用戶。

這些錢只是停在鏈上的國債，不會被借出、不會被 LP、不會產生飛輪效應。對 TVL 沒有任何意義。

鏈本身可替換。BUIDL 同時在 9 條鏈上，對他們來說鏈就是資料庫，哪條便宜用哪條。

而買 BUIDL 的是誰？

不是什麼傳統金融機構湧入 Crypto。就是圈內的機構自己，把閒錢停在裡面吃國債利息、拿去交易所當保證金。

$18B 聽起來很多，但就是 Crypto 的錢在 Crypto 裡面繞，
增量資金根本不存在。

再來看交易所這邊。

現在一堆交易所在上美股、大宗商品交易，聽起來像是 RWA 的另一種落地。

但很多上的是 CFD 合約，背後根本沒有現貨。連真實資產都不存在，這算哪門子的 Real World Asset？

就算真的有現貨好了，本質上也只是在分流幣圈自己的資金。

你想想，為什麼交易所要上這些東西？因為美股一直漲、黃金一直漲，用戶的注意力跟資金往外跑。交易所怕人跑掉，所以上了一些圈外資產把你留住。

還有人說穩定幣就是 RWA。

對，技術上來說 USDT 跟 USDC 背後是美元資產，確實符合定義。

但穩定幣這兩年市值成長了這麼多，跟幣圈市值有正向關係嗎？

沒有。

穩定幣市值從 2024 年初的 $130B 成長到現在超過 $310B，翻了 1.4 倍。同一段時間，山寨幣市值不增反減。穩定幣的增長跟你手上的幣漲不漲，一點關係也沒有。

我當年說出這句話的時候，還被人靠北，說什麼我看不懂 RWA 就不要亂講話。

其實撇除一堆包裝去看真實的狀況，這句話一直到現在都沒變。

[MentoviaX @MentoviaX]

Where do you see Tesla $TSLA close today?

[@levelsio @levelsio]

How I find out who was the original tweet here

[feng @fengbro7]

@xiaohu 身邊很多人不用gpt、gemini、claude，他們只用manus

[Flowith @flowith]

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[feng @fengbro7]

@flowith can't wait to try😀

[feng @fengbro7]

@Stv_Lynn @miantiao_me 謝謝 苦惱了好久

[feng @fengbro7]

@_FORAB 我記得coinbase 12% apy 剩下1w鎂上限，其他的是4%

[feng @fengbro7]

@miner_huang 謝謝，很有啟發的做法

[feng @fengbro7]

@dotey 感謝測試

[feng @fengbro7]

@dontbesilent 👍

[feng @fengbro7]

@feltanimalworld 博主的觀點真的很有趣。
我的理解，AI沒辦法取代的就是人類所說的「熵」，即使AI學會了世上所有的語言知識，只要人類可以繼續輸入「熵」，那些變化就是AI無法掌握的。

[feng @fengbro7]

@bitfool1 为何不梭哈mcp

[feng @fengbro7]

@b66ny 感謝分析，德華還沒看上的標的都是好標的

[feng @fengbro7]

@yangyi mcp怎麼整？

[feng @fengbro7]

@c0ffee_capital @c0ffee_capital

[feng @fengbro7]

@c0ffee_capital coffee 大，牛還在嗎