OMG

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[BeardStaff @BeardStaffX]

Hey everyone — and a special hello to @sheldonbitmart and the wonderful BitMart team.

I normally wouldn’t post something like this, but I’m out of options.

At the time, I had around $10.1 MILLION on BitMart. Since July 26, I haven’t been able to withdraw single dollar.

On July 26, my BitMart VIP manager Tony deleted his Telegram account — but I still have our entire chat history and every message. Other members of the team disappeared or deleted their accounts too.

Before this, you guys were always there — answering messages, reassuring us, sharing internal information about the platform, and telling us everything was under control.

And now? Silence.

So Sheldon, Tony, and everyone at BitMart:
WHERE IS OUR MONEY?

If the funds are safe, tell us what’s happening. Why aren’t withdrawals being processed? When are we actually getting our money back? Tens of thousands of people have been waiting for their funds since July 26.

You had plenty to say before. Now we need answers, not silence.

Please repost until we get an answer.

#BitMart #Sheldon #SheldonBitmart #crypto

[OMG @fxxkbm]

工资不发，赔偿不给，没有任何通告，最牛逼的夏老板👍用户和员工的钱一起���

[Sheldon @sheldonbitmart]

1.我们没有跑路，���不会跑路。
2.很多谣言和所谓的前员工、现任员工所谓的爆料，截图等等，请不要轻信谣言。
3.核心团队还在进行资产盘点，资产归集和系统维护的工作，有序清退是我们的目标，请等待公告和通知。
4.我们没有挪用资产，提前抢跑、撤离等操作，已考虑法院和第三方审计机构介入，给出透明的报告。
谢谢大家的信任。

[Henry @hyjal_eth]

@sheldonbitmart 翻译一下：我还没有彻底转移干净资产，跑路还没有完全安全。你们再等等

[OMG @fxxkbm]

@dov_wo 哥，套了多少进��？

[Haotian @tmel0211]

在丽江大理游玩时，和几个一线Builder聊天，都不约而同提到一个感受：当下Crypto一级市场似乎正陷入一个“找不到出路”的多重危机中：

1）叙事彻底无意义化，赌场文化全面占据主导？

其实，真正可怕的不是技术叙事无法Deliver，而是大家直接放弃叙事包装，全面拥抱MEME化的赌场文化。

技术叙事交付慢至少还都是长期主义的事儿，有前期VC轮的创新成本Cover，也有项目方前期构建、测试、主网上线等Roadmap落地的过程，期间的透明化展示能帮助普通用户认清项目的实力形成价值判断。

但现在呢？一切都变成了纯社区运营和背后资金博弈的游戏，交易机会夸张到按天甚至按分钟计。当市场不再围绕技术叙事进行长期建设时，纯MEME交易风险被成倍放大，对绝大多数人而言，这个市场会变得更加凶险。

2）开发者加速流失，技术创新陷入停滞？

数据不会撒谎。据有关数据，Github上活跃的Crypto开发者数量从去年高点下滑了近30%，而同期AI和传统科技公司的工程师招聘Package却在疯狂上涨。

逻辑很简单，当OpenAI、Google、Meta都在AI军备赛中为构建硅基文明抢人的时候，Crypto那点"颠覆互联网"的叙事情怀还能留住多少开发者？

关键是，Crypto经过两三轮Build周期，现在开发者陷入一种创新热情急速衰减的内耗阶段，真正从0到1的技术突破少得可怜。Restaking、Intent、AI Agent等叙事概念火了一轮又一轮，但落地应用呢？PMF在哪？不知为何，大家都在造轮子，却无力，无奈关心轮子能走多远？

原本陷入市场噪音和垃圾时间，大部分人还能有一种信念，Hold住，迟早还会好起来了，而现在呢？Holder在哪里？

3）场外增量吸引力匮乏，Crypto趋向边缘化��

Crypto对场外资金和人才的吸引力明显不足，你看看现在的情况：真正的二级山寨季在美股AI市场，真正的一级创新市场在web2AI领域，Crypto对传统VC、顶尖人才的吸引力日益削减，反倒还会扣一顶“投机倒把”的帽子，失去了体面。

究其原因，Crypto除了“发币”这一个金字招牌，还拿不出其他过硬的底牌。ETF虽然带来了机构资金，但那更多是金融工具层面的认可，华尔街资金的资金inflow也只是作为资产配置，跟山寨币市场的挂钩很牵强。

什么场景非Crypto不可？过去Crypto的价值在于为金融创新提供了相对自由的实验空间，但当传统金融机构都开始通过稳定币、ETF等方式拥抱这个市场时，Crypto除了“去中心化”这个技术特性，还能为用户带来哪些不可替代的价值？

Note：抛出这个话题仅供讨论，尽管迷茫，至少还愿意相信，真正的出路也许会在某个不远处。保持乐观是最好的助力，不然还能咋！

[憨厚的麦总 @Michael_Liu93]

我一直觉得山寨币的困境不是流动性问题，而是能活到现在的韭菜确实没什么人还信“故事”了，控筹率就算搞到99%，基本面不行，花钱去搞mindshare，靠嘴怎么喊上去的，就怎么下来，宣发带来的买盘可能还不够cover成本。但看Aave和Hyperliquid，这俩硬的就像还在山寨牛市。这跟美股挺像的，大盘流动性再怎么充裕，也很少会流向中小盘股。

上轮vc们投的时候首要看中项目方的to交易所能力，但这轮就算侥幸上了，这些项目确实没有能力能hold住价格。

挺好的，不管是投一级的VC还是二级接盘的韭菜们，最终都得回归到基本面的判断上，三件事缺一��可：
1. 产品或服务对用户有没有价值创造
2. 能不能有创收和增长
3. 代币能不能捕获这些创收

[OMG @fxxkbm]

这圈子的狗B人太多了，就这还在发j8币呢

[加密韋馱｜Skanda ��� @thecryptoskanda]

印度航空一架波音787坠机了，246人遇难

Pq3kMEyWGCPWNbQCoQgLMLiFm8evBv4rWhb1Uiqpump

不知道是航司的疏失还是波音的问题，波音多事之秋

[OMG @fxxkbm]

@Rocky_Bitcoin 多少钱一平呢？太爽了吧

[OMG @fxxkbm]

@26x14eth @okxchinese swarm还有戏吗？老师

[Louis Liu @louisliubj]

据我所知，除了Omnity、https://t.co/qCjHiOJ7Or和Liquidium在ICP上构建，还有几个知名Bitcoin生态项目正在考虑转向ICP，大家等着他们的官宣。其实原因很简单：ICP是目前唯一的开发高度可用Bitcoin应用的基础设施。各位花一小时体验 @RichSwap_REE 、@Odin_GodOfRunes ，和@LiquidiumFi 新版Instant Loan，就明白我在说什么。这是有史以来第一次，全链上的Bitcoin应用能够提供超过以太坊，堪比Solana的用户体验。4月7号在香港，我和我的同事将展示其背后的技术和设计，欢迎参与。报名链接 https://t.co/xTKqSjnLFY

[0xFrancis @xiao_zcloak]

https://t.co/LPui6Qmqix

[BoredPan🍌 @Boredpan888]

After airdrop for Azuki and PP, money will flow back to BAYC.

[Kyle Samani @KyleSamani]

0/ @multicoin has been investing in SOL since May 2018

In that time, we have published 4 theses to share our views on how we think about Solana

Today I'm excited to share the 5th in that series:

The Solana Thesis: Internet Capital Markets

(link in next tweet)

[Aylo @alpha_pls]

Solana apps earned 73.3% of all crypto app revenue yesterday.

I have had the view for a long time that Solana would eventually out perform Ethereum on all meaningful metrics.

There is simply no bigger mispricing than SOL marketcap relative to ETH.

Today it is approximately 31.65% of Ethereum's.

This will continue to close over time and no amount of cope will stop this.

The realisation that something is wrong in Ethereum land has finally set in, and it will take some time for them to resolve that, but I do believe they will.

In the meantime, Solana will keep increasing bandwidth, and reducing latency in order to meet the enormous demand now coming their way. Still a lot of work to be done here, but they have such a clear north star and everyone is shipping in the same direction.

They are winning on REV, users, txns and TVL will naturally keep rising, as it is a lagging indicator of network adoption. We are seeing incredible growth in stablecoins on Solana as well. $3.75B USDC was issued on Solana in the past week.

SOL ETFs will be launched and SOL will also be the beneficiary of an institutional bid, as the dominant chain in crypto with a much lesser valuation than ETH will look very attractive.

Very bullish SOL.

[Tesla Owners Silicon Valley @teslaownersSV]

We need Yilongma and Elon Musk to meet https://t.co/cmw4UoWpqE

[Arthur @arthur0x]

$AAVE still massively undervalued and mispriced as the No.1 DeFi token.

Higher.

[Wuestenigel @wuestenigel]

They buy $TRUMP.

I buy Mutants.

[Jademont @shanshan521]

给Bitcoin Magzine点赞！ 作为川普当选币圈最大的支持者之一，敢说真话真不容易。 我不反对memecoin，其作为引流工具，娱乐性还是不错的。但币圈如果放弃了理想，只玩pvp，那真成拉斯维加斯了。币圈的理想是什么？ 一是比特币作为储备货币，变革传统金融，二是区块链技术能应用落地，变革传统互联网。

[Solana @solana]

🇺🇸🇺🇸🇺🇸