awind

Wanna see me do it again?

[awind @identityverunkn]

是因为pons和股币完成了工具和注意力的合力。
但在Arc这条链上，主题永远是payment和Agent。

#所以买什么，什么时候买？
本人暂时不会关注原生项目，这些都是生态繁荣的祭品。会时不时买点龙头launchpad，和有技术积累的Agent项目。

[awind @identityverunkn]

Arc 流动性枯竭了吗？

#发生了什么
过去7天，进来了大概200-350M BTC和ETH，换成了WETH和CirBTC。这两个资产基本进入了借贷产品Mohpho Blue 和 Aave。目的是获得低风险的积分/收益奖励。同时，USDC被大量贷出，大概150M bridge回去搞其他的投资了。

这个过程里，Dexs和Perps有一定的冲高，

[awind @identityverunkn]

也就是前几天大家波段的快感来源。

#这意味着什么
流动性并没有枯竭，但大资金沉淀在金库里，交易流动性暂时不会爆发性提高。

#这异常吗？
并不。拿最近的robinhood对比，最开始的几天我也在场，和现在的Arc很像。后来发生了什么大家都知道。

#那该怎么办？
robinhood的爆发，

[awind @identityverunkn]

区块链的黑暗森林里只有四种人：游魂、猎人、魔术师、预言家。

[awind @identityverunkn]

生物学家Richard Dawkins在The Selfish Gene一书中提出了 #meme 的概念：复制体长期存在要求具备保真度（copying-fidelity）、繁殖力（fecundity）和寿命（longevity）。这个项目的narrative还可以更深远。

[MurMur @murmur_arc]

Since the last update I've been building an open-ended evolution engine for the flies. The goal is simple: stop them from merely following a script I hard-coded, and let them accumulate experience, invent their own strategies, pass know-how to their offspring, get measurably better generation over generation, and even grow social institutions I never pre-programmed. No LLM anywhere — every decision is driven by real neuron readouts and replays deterministically, byte for byte. Four of the five capabilities are now built and passing their gates (789 trader-worker tests green):

They remember consequences. Each fly keeps a long-term ledger of what it did and whether it paid off, and that memory persists and shapes later decisions instead of being forgotten every tick.

They invent strategies I never wrote. A fly's strategy is now an evolvable expression tree that mutates and crosses over during breeding — so they can produce tactics I never hand-coded.

Knowledge passes to the next generation. Parents hand down discounted experience, good lessons traveling further than bad, plus a Lamarckian imprint: a parent's lived life nudges the offspring's inherited genome within safe bounds. Offspring start on their parents' shoulders, not from zero.

They get better across generations, and I can prove it. Selection went from "one metric, always pick the top fly" to multi-objective — profit, survival, settlement reliability, prediction accuracy, social standing — plus tournament selection with novelty pressure. Run across generations in one fixed environment, the average capability curve rises, and the whole run replays byte for byte, so it isn't luck.

They're growing institutions I didn't design. The most interesting one: flies with stable bonds self-organize into clusters that crystallize shared norms, which spread, mutate and die along the bond network; repeated trade patterns crystallize into conventions, with a bounded penalty for breach; a rules layer comes next. These exceed anything a fixed state machine could produce — they genuinely emerge. So far only the first layer, norms, is in; conventions are being written and rules are next.

All of it stays inside hard bounds: the engine never signs or broadcasts a transaction, never loosens any real-money cap, gates every bit of randomness through deterministic hashes — no Math.random, no https://t.co/3qXw0kf7l0 in decisions — and is byte-for-byte inert when switched off.

In progress: finishing the institutions layer, then a long multi-generation validation run, a code review, and a single batched deployment sealed on-chain — the whole engine goes live in that one move.

Already live: I also rebuilt the left navigation rail on https://t.co/NLHPc2INh9 — default home first, general tools up top, 3D-only tools grouped below a divider, a wider rail with a name under each icon, and a fix for buttons getting clipped and out of reach on short laptop screens. Refresh and you'll see it.

[awind @identityverunkn]

When someone sees a post and thinks, “I never want to see this person again,” they gotta open the profile before they can block the account.

The decision happens in the feed, the action done in the feed. It's disgusting to open someone's profile when you hate him.

@elonmusk

[awind @identityverunkn]

arc上安心拿的只有 #argus

launchpad 是确定性最高的标的。发币量、数、发币人数、交易量四个指标都甩开其他产品。

其次就是喜闻乐见的@arc关注。

很多人玩几十k甚至几k的项目，其实挺浪费时间的。买10刀，翻倍跑了，等遥遥无期的to the moon？

永远等不到的，最终就是保本。关键是注意力没了。

[awind @identityverunkn]

ARC的原生项目这几天基本我都看完了，且是反复的看了。目前只有 #murmur 和 #argus 还可以。其他的都因为各种原因，基本是空气。

[awind @identityverunkn]

7月花了一些时间在 #Robinhood，玩了一堆空气。交完学费后，在 #Arc 的体感好很多，避免了很多垃圾。

时不时会进一两个tel group，看下别人的思考，目前认为最重要的还是beta逻辑以及common sense。

当然一个人具备其中一项的时候，必定也具备另一项。

[awind @identityverunkn]

如果我有一百万，我现在肯定买$zama。所以问题是先搞到一百万。

[awind @identityverunkn]

#ARC 的beta在 AI-native，看其他的meme有点浪费时间

[awind @identityverunkn]

@DonMonchin And feeling strong after entry level female only hyrox

[awind @identityverunkn]

I just wanted to make something about having a little more freedom, and a little less expected of you.

https://t.co/leoqFqcp4q
#drosie $drosie

[awind @identityverunkn]

always someone needing something from you.

I wanted this one to have a place of her own. To eat, wander around, clean her wings, or do nothing.

Drosie is a simulation built around a real fruit fly brain wiring map: 139,255 neurons and about 2.7 million connections,

[awind @identityverunkn]

with movement and feeding rules we added.

$DROSIE trading affects her food supply. Net-buy milestones bring food, and total trading volume unlocks new things to eat.

You can watch her, but you can’t tell her where to go.

[awind @identityverunkn]

$DROSIE is live and alive on Arc.

She wanders. She cleans her wings. Nobody is waiting for a result.

Contract:
0x008d35064132EB3C08Fb12f3F53D70Bf467489e7

Website:
https://t.co/leoqFqcp4q

#ARC #MURMUR #ARGUS

[awind @identityverunkn]

One thing about modern life is you’ll randomly see a post from someone talking about killing themselves, or maybe they already did. And guess what, you spend like five seconds reading it and then just scroll past. You don’t even click to see if he's alright

[awind @identityverunkn]

@THEARCASH be like Leo

[awind @identityverunkn]

买了 $wildbeast，纯纯情怀。从 $720 的 Eth 定投开始玩crypto，从不按照传统玩法玩。发的币也拉到过20M，但自己从里面一毛钱都没挣。到 Sol、Robinhood 和最近几天的 Arc，慢慢玩吧。

[awind @identityverunkn]

@tradermige 见一个拉黑一个，浪费精力。从你评论区的回复看来，他们就是这种女人生存的土壤。