FomoQuant

[FomoQuant @fomoquant]

@colinwu 3年前把家人电脑换成MacBook Air，装好教会常用软件。最重要的技能是 FaceTime + ScreenSharing，可以远程解决绝大部分问题。供参考

[FomoQuant @fomoquant]

@WymanGGMU @LumaoDoggie 他有啥神圣光环 还不能说？ 🤡

[FomoQuant @fomoquant]

@0x_ZHUANG Those high performers are just average talent by global standards. Singapore’s population limits its native talent pool. Local agents making good money serving true elites is good for SG economy

[FomoQuant @fomoquant]

@lanhubiji @grok 在X上提问质疑低级错误的作者是AI合理吗？为什么这个作者被逗笑了？从形象管理的角度，他强行反击相比只认错是较优还是较劣解？

[FomoQuant @fomoquant]

Who are the core cheerleaders of L0?

[DCF GOD @dcfgod]

rsETH hole filling tracker:

Hole: 112204 rsETH = 118.4k ETH
Lido: -2.5k ETH
Etherfi: -5k ETH
Arbitrum freeze: -30.7k ETH
Ethena: Didn't say how much, assume -1k ETH
Excess rsETH in aave / coumpound: ~-15k ETH
Stani personal donation: -5k ETH
Layerzero: Didn't say how much, assume -5k ETH
Mantle: -30k (!!!!)
Kraken / Ink: Didn’t say how much, assume -5k eth
Golem: -1k eth

23.6k ETH left to find

[FomoQuant @fomoquant]

@tomwanhh Wrong: the 290M native rsETH were not minted but unlocked from bridging contract. It has always been the OFT model.

[FomoQuant @fomoquant]

@0xyanshu @aave @antiprosynth @ryanberckmans "rsETH on L2s was never the same asset." - this sounds pretty logical regardless how Kelp framed their narratives pre-crisis. tech is tech, talk is talk

[FomoQuant @fomoquant]

@wublockchain12 @SGB_ZH 一家受巴林监管的银行，名字里回避巴林强调新加坡，也太shady了…

[FomoQuant @fomoquant]

@naval They only talk about sharing wealth, they never meant sharing power

[FomoQuant @fomoquant]

@lookonchain Correction: it owes $534M not $343M

[FomoQuant @fomoquant]

@lifesinger 为什么一个创业者要能预判两家toC产品的优劣？还是说，这些人只是套壳的自媒体？

[FomoQuant @fomoquant]

@nake13 让ChatGPT和Gemini各自基于emoji识别国家乘上人口再加总？

[FomoQuant @fomoquant]

@colinwu 排序不大合理：从时间先后、行业影响、社群注意力各个角度，Bybit被盗都没资格排第一

[FomoQuant @fomoquant]

@Coinvo lol like anyone would care about Euro

[FomoQuant @fomoquant]

@_FORAB 重新消解 Tom Lee 靠 BMNR 初步建立的大佬形象，回到几年前那个爆炸头股评乐子人

[FomoQuant @fomoquant]

@0xN10N “中国、美国、新加坡这三门语言” 作为读者陷入了沉默 🤐

[FomoQuant @fomoquant]

@nake13 以太坊学习小组🙋

[FomoQuant @fomoquant]

@billqian_uae 新加坡人吃辣还行，至少比韩国强，所以？

[FomoQuant @fomoquant]

Agree

[Stablecoin Sean @seanlippel]

I was gonna hit this on the next @blockworks pod w/ @JasonYanowitz, but it’s actually pretty simple:

- This is an institutional cycle, not a retail one
- Real retail never came back in full force as rates are still high + inflation crushed disposable income
- The retail that did show up got churned through by Trump, then Melania, then Milei memes
- There are simply too many tokens — attention + liquidity fragmented everywhere
- https://t.co/dFcSThJpOB conditioned a generation that hodling = losing, so every pump gets sold into
- The altcoin market still has a classic lemon problem
- Crypto equities have rightfully vampired a lot of the altcoin bid
- OGs are selling this year, stuck in the 4-year-cycle fallacy
- 10/10 just wiped out prosumer traders + MMs who were even slightly levered or delta-neutral

It’s not the cycle you wanted, but it’s the cycle we’ve got.