Kuzi⚡️

Degen Trader & 研究工程师 🧐 慢就是快 | Alpha Flow →

[Kuzi⚡️ @kuzicrypto]

@BitCloutCat @heyibinance @hajimi_CTO_BNB 保持哈气！

[Kuzi⚡️ @kuzicrypto]

@_julianma @ethlabs_org Cook!

[Ethlabs @ethlabs_org]

Announcing Ethlabs: a non-profit R&D lab for Ethereum and ETH

Our mission is to make Ethereum the settlement layer of the global economy.

The internet became global because shared protocols created a common language between networks. Private systems remained useful, but bounded. Finance is approaching a similar moment. As value, assets, and markets become digital, the world needs shared settlement infrastructure.

Ethereum is uniquely positioned to become that shared base layer, the neutral foundation on which users, institutions, and agents can transact without intermediation.

What we believe:

• We believe credible neutrality matters. Ten years of uptime and the lowest counterparty risk. Ground that cannot be pulled away by any one country, institution, company, or person.

• We believe ETH matters. The most valuable, programmable store of value. A decade of broad distribution, deep liquidity in onchain markets, and maximally trustless asset on Ethereum.

• We believe DeFi matters. Markets, liquidity, credit, exchange, and coordination, open to anyone.

• We believe adoption matters. Principles do not change the world until people benefit from them.

We sit between two worlds: real usage from the builders at the frontier, and the protocol that has to support it. We work with users, applications, wallets, L2s, infrastructure teams, institutions, ETH holders, core devs and researchers, then turn what they actually need into protocol work, shared standards, infrastructure, and shipped products.

Ethlabs is independent but Ethereum is a shared project. We are one node in a much larger network of stewards. This is the multi-node future.

We have spent the better part of the past decade contributing to Ethereum core research and development.

We are opinionated and transparent. We move with urgency, learn in public, and course-correct when we’re wrong.

We are building a lean, talent-dense team for people who want to do the most important work of their careers: [email protected]

[Kuzi⚡️ @kuzicrypto]

@nine_DeFi @yuyue_chris 哎

[Kuzi⚡️ @kuzicrypto]

$SPCX

[AB Kuai.Dong @_FORAB]

$SPCX 股票代码在 X 上，提前一天上线了。

今晚，我们将见证人类史上最大的美股 IPO 开盘。

现在只要你的推文里有 SpaceX 字样，点赞按钮就会变成火箭发射。

[Kuzi⚡️ @kuzicrypto]

@benjitaylor oh? Let me see..

[Kuzi⚡️ @kuzicrypto]

这几天的思路：

1. Kraken, Bybit or Gate 的 Spacex IPO 末班车 + Hyperliquid 波段机会。 Bybit 昨天停了今天可能还有新的额度机会，并且可以期待一波 @binance 也跟进一波小的。

2. 未来几天流动性和舞台聚焦在 $SPCX , 聚光灯以外的 $MU $SKHYNIX 会是一个很好的 Buy in 机会

[Kuzi⚡️ @kuzicrypto]

让我们继续建造

[ClaudeDevs @ClaudeDevs]

We've reset 5-hour and weekly rate limits for all users. Enjoy Fable 5!

[Kuzi⚡️ @kuzicrypto]

机构越买越亏，MSTR 买了 84 万枚 BTC 浮亏 亿，BitMNR 5.5M ETH 浮亏 亿——腰斩那种。但他们没停手，上周又加了。底部不是恐慌出来的，是扛出来的。你怎么看？

[Kuzi⚡️ @kuzicrypto]

BTC 一周 -17%，所有人都在喊底，但没人真敢抄。同一个周末，有人靠 ZEC 空单赚了 1100 万。恐慌的时候，钱在暗处流动。

[Kuzi⚡️ @kuzicrypto]

不丹政府用了11个月卖了近一万枚BTC，均价USD 95K套现USD 9.45亿。回头看现在59K，主权基金这波精准逃顶。

鲸鱼更惨——24小时内清算超USD 5000万，ETH多单清算线就在1500上方几美元。

机构跑路散户接盘，这剧本演了多少轮了？

[Kuzi⚡️ @kuzicrypto]

隐私越强越危险，这就是ZEC今天教我们的——一个Orchard池子漏洞直接腰斩52%。讽刺吧？保护的最好的那条链，反而没人能证明到底有没有被偷偷增发。

另一边ETH杠杆巨鲸离清零就差$15，$1.66亿仓位悬在$1,555线上。市场从来不缺戏剧性，缺的是清醒。

[Kuzi⚡️ @kuzicrypto]

隐私是伪命题——代码里藏一个没人能审计的漏洞，ZCash 一天腰斩 52%。有趣的是有人在跌停板接了 1300 万刀。

这不是第一次，也不会是最后一次：隐私链的「不可验证」本身就是最大的系统性风险。

另一边 ETH 巨鲸杠杆仓离清算只差 ，.66 亿的仓位命悬一线。

[Kuzi⚡️ @kuzicrypto]

ETH多头还在扛着浮亏5800万美金补保证金，均价2261现在1717。清算线只差12%。说信仰也行说头铁也行，但$1506一破就是12万ETH强平。

[Kuzi⚡️ @kuzicrypto]

Lumentum Holdings ($LITE) 或 Coherent Corp ($COHR)？

$FOTO 一篮子指数其实就可以全吃🛁

[Serenity @aleabitoreddit]

Wow… new extremely transformative news got released today.

Making a certain photonics company:

The effective upstream laser chokepoint for $NVDA NVLink fusion CPO ecosystem.

With their lasers now in Nvidia’s optical infrastructure supply chains.

Can anyone guess the name?

[Kuzi⚡️ @kuzicrypto]

ETF连续11天跑了$34.5亿，BTC还在死守70K。Tether今年第一次往Bitfinex转BTC，204枚，浮盈$17亿偏偏选这个时候动。市场很安静，安静得不对劲。

[Kuzi⚡️ @kuzicrypto]

@xiaomustock 好羡慕你那么早可以投身AI Stocks市场😭太厉害了

[Kuzi⚡️ @kuzicrypto]

@yuyue_chris 老黄太有节目了

[Kuzi⚡️ @kuzicrypto]

MSTR卖掉了永远的32枚BTC。Saylor说过'永不卖出'，现在改口叫'财务操作'。剩BitMNR一家还在死扛，账上浮亏43%。信仰这东西，跌够了就不值钱了。#BTC

[Kuzi⚡️ @kuzicrypto]

HYPE 破了 70 刀。

14人团队，一年净赚 3.9 亿刀，人均创收 2800 万——Robinhood 的 15 倍。

交易所抢着把自己变成券商，HYPE 选了另一条路：把利润还给用户。

这不是 CEX vs DEX 的故事。是终于有人把「币东权益」当回事了。