Crypto Chan

[eden @noateden]

1. Promote 1:1 USD0++:USD0 after 4 years
2. Open borrowing markets with USD0++
3. Change 1:1 rate to 1:0.87 overnight
4. Liquidate all borrowers with USD0++ ?????

They are just "usually" actions to protect users from bad debt, what????

[Foxi 🦊 @foxixyz]

To the crypto twitter:

You must be panicking now. You must be thinking about selling your alts to secure your remaining profit/cut loss.

Hear me out; this is the chance for you to buy spots and find a great entry for great alts.

The bull is not over; let the data speak 🧵

[Lipa 🍡（专注投研过冬版 @softlipa1018]

潜力被低估的 AI Agent 项目 第一期 $Seraph
Underrated AI Agent: Meet $Seraph Vol.1

TL;DR
1️⃣@virtuals_io & @bittensor_ 社区官方联合发布
2️⃣首个深伪验证 AI Agent
3️⃣产品即将落地 深度联动 $TAO
4️⃣@Sekoia_virtuals @ai 链上 VC 首个投资项目

Virtuals & TAO 子网社区联手发布的 AI AGENT @SeraphAgent 在12月3号 完成了近10W 活跃 virtuals 使用钱包 & $Music Holder & $StTAO Holder 的空投。

4天前 @virtuals_io 官推发布了关于 BitMind 成为首个与SERAPH 集成的 @opentensor 子网，并且 SERAPH作为第一个由 Virtuals Agent Framework 创建的自主 AI 代理，借助 Bittensor 的子网，会进一步提升 AI 代理的能力和可靠性。

❓Seraph 要解决什么问题？
AI 代理已经指数级的增长，但随着增长越来越多，如何辨别 AI 自身的真假、AI 产出信息的真假将会成为未来马上要面临的问题。每一个代理、每一次互动都应该得到认证，Seraph 的技术是通过 Virtuals的代理框架 + Bittensor子网34 @BitMindAI 本身也是深伪验证模型。

收入来源预期：
更多代理 = 更多验证 = 通过代币收购和费用
每个新AI代理 = 潜在客户
每一次互动 = 验证机会
每一次验证 / 数据贡献 = 更强大的网络
白皮书🔗
https://t.co/r1YLwAeAQG

💰Sekoia 首个投资项目

Seraph 也是团队背景非常亮眼、 @ai 所创建的首个链上 VC AI Agent @sekoia_virtuals AI VC 投资生涯以来的第一笔投资。并且 $Sekoia 一直在互动、发表自己对于 @sekoia_virtuals 的看好，创始人anand iyer @ai 也多次互动了 Seraph 相关的推特。

https://t.co/BTOkZ3NDy8

此外还有来自 @MechanismCap 资本 @WarcMeinstein 等多个大佬表达的支持。

🔢Seraph 目前进展/经济模型
目前市值需要✖️ 0.7 13M 左右，TOP 1 & TOP 2 占比 30% 为官方预留，未来还会对平台交互用户、数据贡献者、社区挑战者发送未来空投。

进展方面，Seraph 刚开了 DC 前1000 成员可以获得 OG Role ；同时 Terminal 产品即将上线，官推刚刚发布了原型视频。主要功能为连接代理、验证其真实性、与 $TAO 链接。在之前的评论里， Seraph 还提到质押 $Seraph 给 $TAO 等质押相关的奖励。这一块近期应该会有推进，可以持续关注。

🕶️为什么叫 $Seraph? Banner 里的亚洲武术家

Collin Chou 邹兆龙在《黑客帝国2：重装上阵》和《黑客帝国3：矩阵革命》中饰演了“赛拉夫”Seraph 这个角色，他扮演了道德守护者和强大战士这样一个角色，同时也奉献了非常精彩的真实打斗界面。很适合 Seraph 作为深伪方向的代言人。#Matrix Maxxing!

深伪验证 Deepfake Verification 作为AI代理的一个重要方向。 $Seraph 通过 Virtuals 代理框架与 Bittensor 子网的结合，通过可靠的认证与验证机制填补了当前市场上对AI生成内容真实性验证的空白。相信执法官能在未来监管更多有害无益的 AI AGENT，让 AI 生产的内容更有帮助更可信。

希望 Virtuals 官方 Agents 们一起齐头并进一起升级💪

$VIRTUAL - @virtuals_io
$LUNA - @luna_virtuals
$GAME - @GAME_Virtuals
$CONVO - @convo_virtuals
$SERAPH - @seraphagent

[Crypto Chan @kenwifcat]

@0x515151 @coolwallet @PageW12ol @chongtingon

[伍壹 | AI · Crypto @0x515151]

【51 x CoolWallet】

大消息來啦🔥51和CoolWallet合作啦🎃
我們吉伊卡哇在WBE2平台
大出圈獲得了20萬的瀏覽次數
被 @coolwallet 的老闆們看見了😆

本次合作活動抽出 ② 個

CoolWallet限定福袋🧧

內含大家熟悉的CoolWallet冷錢包&
CoolWallet精美周邊商品

❗️重點是 全球🌍可飛❗️
只要貨運🚚能送到的國家我們老闆願意寄到任何地方，咱們各區的夥伴都能參與啦🔥

抽獎活動辦法非常簡單⬇️

❶Follow @coolwallet @0x515151
❷RT & Like this tweet
❸tag ② Friends

48Hours⏳

[Crypto Chan @kenwifcat]

@binance 🦴

[Solana Developers @solana_devs]

Blinks Workshop https://t.co/Duc8dKJCyu

[fabiano.sol @FabianoSolana]

Do you love passive income?

Check out the top yields on stablecoins 🧵

[Pavel Paramonov @paramonoww]

Solana is the reason why L2 rollups chaos started on Ethereum.

In the 2021 bull market, we witnessed L1 blockchains waging wars for the "Ethereum K*ller" title.

However, no one won this war. Founders realized, "If you can't beat them, join them."

The reason for this shift is Solana.

From the beginning to the end of 2022, most of the L1 blockchains lost more than 90% of their native coin value.

All blockchains were trying to solve the blockchain trilemma, claiming that they were faster and more secure than Ethereum.

However, no one really won that competition because it's difficult to compete with the giant.

Imagine you come from nothing and try to build a wallet to compete with @MetaMask. You might have better UX/UI, better features, and a better process.

But most people would still prefer MetaMask, just because they are used to it.

1. Solana was able to become the only non-EVM blockchain that users care about.

You can't say the same for any other non-EVM blockchains such as @NEARProtocol, @Cardano, @Algorand, or @kadena_io.

The landscape in 2021 looked like this:

Current TPS on these chains doesn't exceed 10 when we talk about real users.

Solana had some issues as well that everyone was talking about:

- Shutting down multiple times
- "Connections" with SBF and FTX
- @okx delisting USDC and USDT on Solana
- @DeGodsNFT bridging to Ethereum
- And many more

However, it was the only team that really cared about users, tech, and its future.

@toly and team members received all of this feedback and were able to fix all of the problems and basically just move on to overcome the difficulties.

Solana didn't win the war of L1s, it's just a different path that wasn't explored before, and it was explored thanks to @mert, @SuperteamDAO, and other core contributors.

2. Blockchains can't compete for liquidity in the L1 space, so they decide to rather "benefit" than "fight."

Why compete with Ethereum if you can directly benefit from it?

Deploying an L2 generally means benefiting from the Ethereum economy and at the same time owning your own.

It's easier to attract liquidity if you're a rollup because you're built on top of hundreds of millions of TVL on a native chain.

At the same time, creators have the ability to create their own native token to own their little economy within this big ecosystem.

Moreover, creating a rollup right now is easier than ever: you have multiple solutions such as @conduitxyz, @alt_layer, and of course @Optimism's OP Stack.

3. Liquidity fragmentation chaos on L2s, in reality, is social fragmentation.

Each L2 has its own focus:

- @Optimism is focused on scalability.
- @arbitrum is focused on DeFi.
- @base is focused on SocialFi.
- @MetisL2 is focused on DAOs.

Is it bad? Of course not!

Each rollup is unique and has a chance to have its own identity. But sometimes, those are the same people who talk loudly about liquidity fragmentation.

As noticed by @eawosikaa at the ethCC conference, people mainly attend side events, as they tend to find more like-minded people there.

However, I think it's important to not only represent yourself as a zksync maxi, for example, but also be open to other cultures, ideas, and thoughts.

We're playing in the same sandbox (Ethereum).

4. On Ethereum, people build rollups. On Solana, people build apps.

If I had to compare the current state of these two ecosystems, I would draw this picture:

Currently, there is no real competition between Ethereum and Solana because these blockchains simply serve different purposes.

Ethereum has become a big sandbox where kids (developers) build sandcastles (rollups).

More and more developers focus on bringing the same dapp to multiple rollups.

And I think there can be an issue because some developers are more focused on bringing liquidity to the app rather than building a really good app.

Solana is the same sandbox, but here, the sandcastles are apps, and currently, they are way more beautiful.

- There's no better experience for swapping than using @JupiterExchange.
- There's no better wallet experience than @phantom.
- There's even native liquidity provisioning for non-native assets like @CloneProtocol.

@jito was able to create the best liquid staking experience on Solana, including MEV rewards, which wasn't possible before.

But it's not that simple.

5. The current stage of Solana is similar to Ethereum's previous stage.

The reason why people started migrating to L2s and creating new ones is the limitations of the native chain.

Some of you remember 2021 when you had to pay a $200-$300 fee to do a swap.

Ethereum itself can't handle that much throughput, so a solution for additional throughput and lower fees was needed to make the network usable.

Solana is capable of handling the activity it has now, but there are limitations that lie in Solana's architecture:

- Block leaders get spammed by bots, so transactions fail.
- Failed transactions waste compute units and network bandwidth.
- The fee mechanism doesn't incentivize efficiency, and it's not incentive compatible.

To fix these problems, you don't really have to create an L2 on Solana.

In my opinion, it would be reasonable to create an L2 on Solana in two cases:

1. The network is not able to process lots of transactions, even after all adjustments. Or it is able, but the fees are high enough.

2. Create an app-chain to leverage Solana's liquidity while still being able to have a piece of your own economy within your chain.

Who knows, maybe we will have Solana L2 wars in the future like we currently do on Ethereum.

There's no winner here. In the end, collaboration almost always beats competition.

[Rocky @Rocky_Bitcoin]

M2数据📊，依旧强劲！
#BTC 短暂清理杠杆后，10万美金将不会遥远！

[Poopman (💩🧱✨) @poopmandefi]

If you enjoy restaking/AVS...

I did a light comparison between @eigencloud , @symbioticfi and @Karak_Network.

A thread 🧵 👇 (x/31)

[Poopman (💩🧱✨) @poopmandefi]

6/
Restaking ♾️

EL supports both native restaking and liquid restaking.

Out of the ~ $15B TVL:

> 68% of the assets are in native ETH
> 32% are in LST.

Whereas, EL has about 161K restakers, but only 67.6% (~$10.3B) of the assets are delegated to the 1.5K operators.

[Rocky @Rocky_Bitcoin]

全球流动性指数！目前全球主要央行国家基本都属于宽松状态，即使美国🇺🇸嘴硬，但M2数据，也出现了拐点！

我们正在一个正弦曲线上升中，周期浩浩荡荡，顺之者昌，逆之者亡！

流动性指数基本跟 #BTC 价格完全正相关，而顶部大概率在25年Q2-Q3！

[Crypto Chan @kenwifcat]

@fanzhibiao225 CpFSEfYBaDAaWvKScKLreSDz82mX8xpdpTRHnjCh1U48

[Solar ☀️ @DefiSolar]

Few months ago if you decided to hold mSOL or bSOL instead of jitoSOL, you would have a missed a $10,000+ $JTO airdrop.

This is why you should prioritize using tokenless protocols for lending, staking, providing liquidity and trading NFTs.

✅ Why would you trade spot on Binance/Coinbase when @JupiterExchange does it better and announced many incoming airdrop rounds?

✅ Why would you trade perps on CEX when @DriftProtocol or @ZetaMarkets are hinting to reward early users?

✅ Why would you stake SOL in a random validator when you can deposit it in @Kamino_Finance to get points that will give you $KMNO tokens?

✅ Why would you provide SOL/USDC liquidity on Orca when you can do it on @MeteoraAG which will become #1 DEX and hinted an airdrop of 10% of the supply.

Easy choices but life-changing consequences.

However, most of these tokenless protocols are overfarmed and what matters the most is size, not being early anymore.

So I’ll do my best to share under the radar airdrops in the coming weeks. Airdrops no one has talked about yet.

Thanks for reading til there.

Follow @DefiSolar for what’s coming 🤝

[raj 🖤 @rajgokal]

we outsold 1 year of saga sales in 24 hours. 30% toward the 100k goal in 30 hours.

we've been seeing 500-1,000 orders per hour. leaderboard is coming, and founder window is limited.

orders coming around the clock because the userbase is truly global.

https://t.co/7DTfz1jZRZ

[SafePal - Crypto Wallet @SafePal]

🎉 Get your hands on a limited edition #USDC hardware wallet for FREE! 🛡️

🎁 Swap 35 USDC to redeem!
🚀 Enjoy exclusive privileges!
🗓️ 24th-30th Jan 10 AM UTC 2024

DL to join📱 https://t.co/fBj8jI9ied
Full details👇
https://t.co/wZ7y1dsU3w
#SafePal #CryptoSecurity #Giveaway

[Ethena @ethena]

$150,000,000 $USDe in beta

$sUSDe APY pushing up to ~18% real yield annualized

Hope you are not still stuck in t-bills with Jason Calacanis are you, anon?

@ethena mainnet about to drop

🚨 NOTIFICATIONS ON 🚨

[Phyrex @PhyrexNi]

铭文市场走到现在是不是还能有新的一波，我不知道，我知道的是我现在口袋中的几个铭文基本都是腰斩后再要斩了，而之前基于铭文需求而开发的 #BTC 二层网络现在则继续的如火如荼，当然这并不是今天要讨论的重点，如果说以铭文为重点的二层网络充满很大的不确定性，那么以质押和再质押为核心的叙事就真的有讨论的空间了。

质押和再质押这事开始还是在DeFi时期了，谁是第一个已经说不好了，在我印象里最早接触的就是 #Curve 和 #Convex ，即便不是再质押的鼻祖，也应该是早期玩质押和再质押的吧。不过当时的玩法和现在很大程度上是不同的，当时质押的项目太多了，DeFi季的收益放在现在都是不敢想象的，当时 Convex 就相当于是一个无限接近2.5X 的 Curve 。

回到现在，这个赛道在 #ETH 上玩的还是最多的，也就是现在的LSD赛道的延申，主要都是围绕着质押的ETH进行的，少数的几个项目另辟蹊径玩的是纯质押和跨链质押的，其实只要是能确保用户资产的安全，都是挺好的。

但很多项目在铭文火爆以后认识到了 #Bitcoin 还是处于未“开发”的阶段，纷纷开始了基于BTC网络的质押和再质押，本质来说，这和ETH的没有区别，但问题确是，ETH和其它的公链基本都是支持智能合约的，可以进行一些复杂功能的编写，但BTC的网络却不行，所以目前基于BTC的质押和再质押，只能在EVM层面来进行，但是不是真正的二层网络，就是另一回事了。

这方面的项目其实挺多的，一次性肯定说不完，咱们就一个一个来聊，聊的第一个，之所以放在第一个的位置，就是因为它是号称“有史以来第一个原生 #BTC 质押链上使用闲置的 BTC 赚取收益的项目”，是不是第一个也不是重点，重点是这个名为 BounceBit @bouncebit 的项目能做什么，又能做出什么花来。

首先是质押的资产，这方面 BounceBit 中规中矩，支持的是BNB和ETH两条链，在BNB中支持的是 $BTCB 和 $FDUSD , 在 ETH 中支持的多了一点，但有趣的是竟然不支持ETH的质押，不过有 $action 和 $mubi 的错位竞争倒是不错的。要想获得空投奖励，需要最少价值100USDT的质押。

质押的过程并没有什么新奇的，基本都是项目方在BNB和ETH两条链的智能合约中，审计报告是SALUS做的（https://t.co/CZPhkhyVdG），虽然SALUS的知名度不是很高，但是也有几个顶级机构的合作，另外从排行榜来看也有不少大资金在冲，尤其是出现了几个在X上比较有名的大佬。

资产安全性是由 Mainnet Digital 来监管和进行保护的。资产的透明性则是由 @CeffuGlobal 的 Ceffu 提供，这家企业倒是听说过，尤其是和 #Binance 有较强的合作，所以在整体的安全性上，希望 BounceBit 还能提供更强的证明，不过现在因为还是测试阶段，所以提现还没有开放。

对于高净值用户来说，只要质押超过1个BTC，就可以进入高级功能，这个高级其实就是将资产托管给其他的机构方来进行“理财”，现在来看普遍都是3%至5%的奖励，而且这些机构，也是可圈可点的，并且需要签署“风险同意书”，我大概看了一下，就是出了问题都是自己的。所以要注意一下。

最后从利润来说，BounceBit 其实就是一条 EVM 链，用户的所有资产都会在 BounceBit 的链上进行影射，而收益除了 BounceBit 自己的发币以外，还有一个自己运营的DeFi生态系统来负责做收益，但这方面也没有太多的信息，不过对于现在冲的小伙伴来说，估计都不会在意，毕竟重点还是在项目方本身的Token上。

总的来说，BounceBit 是一个中规中矩的项目，在技术上和安全性上并没有新的突破，但没有提升未必是一件坏事，也不是一个负面的内容，没有提升就意味着可以使用以前成熟的系统，这方面我还是较为中性的，但资金监管的问题上还是需要进一步的提升，剩下的就是小伙伴们自己的选择了。

以上所有内容都是纯粹个人看法，不能作为开单依据，不接受维权。

[Crypto Gang NFT @nft_cryptogang]

Drop your $SOL address 👇🏻

Like & Retweet + Follow @jared_eth 🔔

Check your wallet in 24 hours! 🎁