大德鲁伊

世界排名前50鸟德/社恐/胡乱输出

[大德鲁伊 @likeweb3]

为了让大家在这个寒冬里感受一点“额外的温暖”，搞了一个年度币圈装逼（自虐）报告：

《币圈判官》 正式上线，要是各位觉得好用请点赞转发评论三连。

这不仅是一个盈亏分析工具，更是一个毫无感情的链上处刑架：

📸 战绩扫描：直接上传交易所年度/月度盈亏截图，不管是现货的“深套”还是合约的“烟花”，判官一眼识破。

🤖 极致毒舌：没有鸡汤，没有建议，更没有哲学大道理。只有最纯粹的情绪输出，扎心程度 1000%。

🏆 六字封神：根据你的资产状况，精准分发【六字称号】。亏了是“美团金牌骑手”，赚了是“狗庄亲生儿子”，主打一个身份认同。

🖼️ 破产海报：一键生成带“准予破产”红章的清算海报，支持长按直接保存相册。发到群里，让大家看看谁才是真正的“流动性供应商”。

⚠️ 警告：判官精神极度不稳定，心理素质差者请绕道。

AI 审判地址 🔗：https://t.co/qFd3PcQe5u

海报下方有打赏地址，欢迎各位“慈善家”用爱发电，支持判官公益运行。❤️

[大德鲁伊 @likeweb3]

@MovaChain

[大德鲁伊 @likeweb3]

The world is full of unnamed colors.

So I made a tiny site where you can:
1. take a photo
2. pick a color
3. name it
4. make it glow on a public wall

Name one:
https://t.co/BZF3QMSoPH

[大德鲁伊 @likeweb3]

还有一个web2版本的，可以填写或者识别支付宝微信的年度支出账单。链接是这个：https://t.co/QO4ShEII0x

[大德鲁伊 @likeweb3]

为了让大家在这个寒冬里感受一点“额外的温暖”，搞了一个年度币圈装逼（自虐）报告：

《币圈判官》 正式上线，要是各位觉得好用请点赞转发评论三连。

这不仅是一个盈亏分析工具，更是一个毫无感情的链上处刑架：

📸 战绩扫描：直接上传交易所年度/月度盈亏截图，不管是现货的“深套”还是合约的“烟花”，判官一眼识破。

🤖 极致毒舌：没有鸡汤，没有建议，更没有哲学大道理。只有最纯粹的情绪输出，扎心程度 1000%。

🏆 六字封神：根据你的资产状况，精准分发【六字称号】。亏了是“美团金牌骑手”，赚了是“狗庄亲生儿子”，主打一个身份认同。

🖼️ 破产海报：一键生成带“准予破产”红章的清算海报，支持长按直接保存相册。发到群里，让大家看看谁才是真正的“流动性供应商”。

⚠️ 警告：判官精神极度不稳定，心理素质差者请绕道。

AI 审判地址 🔗：https://t.co/qFd3PcQe5u

海报下方有打赏地址，欢迎各位“慈善家”用爱发电，支持判官公益运行。❤️

[大德鲁伊 @likeweb3]

没有任何coding经验，全凭跟着ai一步一步学，所以肯定避免不了非常多的BUG。

另外就是我没法测试如果盈利，这个嘴臭ai怎么输出，因为你看我他妈是亏着的。。。只能测试亏着输出没问题。欢迎各位提交盈利截图。😂

[大德鲁伊 @likeweb3]

@cz_binance @jason_chen998 0x89cbb8b68a2e9ad9b7a650d28e638b9a8a744444

😂

[大德鲁伊 @likeweb3]

笑死

[Grégory Raymond 🐳 @gregory_raymond]

Please God help us

[大德鲁伊 @likeweb3]

真的假的🤨

[The Big Whale 🐳 @TheBigWhale_]

🔴 SCOOP: SWIFT picks Linea (Consensys’ L2) to test on-chain messaging

10+ banks incl. BNP Paribas & BNY Mellon join

A stablecoin is also being explored

https://t.co/RxBrcvV7mt

[PANews丨APP全面升级 @PANewsCN]

Upbit将上线Plasma(XPL)，支持KRW、BTC、USDT市场

Upbit将上线Plasma(XPL)交易，支持KRW、BTC、USDT市场，并开放Plasma网络的XPL充值与提现。官方提示，所有XPL充值均需通过Plasma网络，且在参考价格公布前，所有充值均需通过旅行规则验证。

[52Hz.eth🦄 @52Hz_eth]

$Freya 投研系列（二）
没错，这次 $Freya 是系列投研，你懂我意思，这次的投研信息着重在分析市场对 $freya 的分歧点和项目预期；

目前大家一直在步调一致的骂 $BONK ，如果我不骂两句的话显得很不合群很政治不正确，为了表示我也跟大家是统一战线，开头我也先骂两句，但我会边骂边抄底优质标的。

$BONK 我艹尼血妈，舒服了。好了我们进入下一个环节，开始我们今天的主题;

首先我们来对 $freya 做一个简单的介绍，以便让第一次看到FREYA的人也可以快速理解，以下内容我就用大白话了，扯很多专业用语确实让人晦涩难懂，提高理解成本；

$freya 前期是做游戏的，游戏官推是 @Starfall_EN ，且游戏当中也嵌入了飞轮模式，用几个月的时间证明了这一套飞轮模式是可行的，总的来说就是-----游戏收入、回购、分红；

今年3月还是五月的时候 $FREYA 开始转型拥抱ICM这个赛道，用已经被市场验证过的模式，把 $FREYA 做成了一个ICM雏形，官推 @Freya_Starfall ,Web2企业，不需要懂合约，不需要组开发团队，直接通过 $Freya 协议就能发行代币，自带分红 + 回购逻辑，自带仪表盘。 $FREYA 把繁琐复杂的事情简单化，举个不恰当的比方就是：它把Web2企业发币简单化了，类似于以前的发币模式变成了现在PUMP一样，简单一键发币；

它把自己游戏的飞轮做成了ICM协议，开放给了所有人，这是从-----单个游戏项目→做成ICM协议→再成基础设施（基础设施就是目前它正在成为的BONK台子的ICM协议框架，虽然BONK还没正式官宣，它也可以不局限于BONK台子）；

ICM是大势所趋，很多企业最怕的就是写代码、合约、安全问题和合规问题，也是有一定的门槛的，现在 $FREYA 直接把过程都给你省了，变成了跟PUMP一样的简单一键发币，且 $FREYA 的模型是用自己做出来的游戏验证了的，企业直接套用这一套模型就好了；

一句话总结： $FREYA 是BONK+USD1+ICM三点交汇之处的中心点，等同于高速公路的收费站，飞轮起飞， $FREYA 也会一鸣惊人；

OK，简单过了一下 $FREYA 的前世今生，下面我们一起来探讨很多人对 $FREYA 的分歧；

分歧一：为什么是 $FREYA 来做BONK台子的ICM协议？BONK自己做不行吗？凭什么把这块大肉让给 $FREYA ?

答：Bonk最大的短板大家都知道是技术，BONK刚起来的第一波，我就一直看到TOM他们几个人在轮轴转，晕头转向了都，所以ICM协议这块肉不是让不让出去，找人做目前来说也更有性价比；

这里我再打个比方，一家企业，在小的时候可以什么都亲力亲为，但是成长到了大企业的时候真的什么都会亲力亲为吗？企业做大了的时候，其实更多的是适当让出去一些业务，这样可以同时把自己企业和周边的供应商和生态也给盘活，进而可以让自己的企业轻装上阵再创辉煌，这样更利己也利他，这是一种更高效的社会协作方式，兄Die；

分歧二： $FREYA 从base再到SOL，什么火了做什么，什么火了蹭什么，简直就是三姓家奴；

答：树挪死，人挪活，从Base链迁移到Solana链的主要原因是适应并利用ICM叙事的兴起，同时受益于Solana的性能优势和生态支持，具体来说：

性能：Solana以其高吞吐量、低费用和快速交易闻名，这比Base更适合高频、互联网原生资产的发行和交易。迁移旨在降低成本并提升用户体验，尤其在处理如AI代理、内容代币化和创作者经济等ICM相关应用时。

ICM叙事适配：Freya原本作为IP运营商（围绕Freya: The Starfall IP构建游戏、漫画等），一直聚焦于生成真实收入并通过分红回馈持有者。当ICM成为主流时，团队选择演变为USD1配对的ICM协议。这允许IP和企业更轻松地在链上扩展，实现资产的标准化发行和定价，而Solana的生态正大力推动这一趋势（由Solana、Bonk、Raydium、Jupiter等生态领袖推动，甚至获得政府支持）；

生态扩展与流动性：迁移采用1:1代币交换（不增加市值），并转向Solana的USD1池。这能吸引更多流动性，并与BonkFun 2.0等同步启动，利用Solana的开发者工具和社区来扩大影响力。这叫抓住市场机会，趁势从单一IP转向更广泛的协议帝国；

总体来说，这不是简单链切换，而是战略进化：Freya在ICM浪潮前已积累经验，现在借Solana的势头标准化其分红飞轮模型，并且成为标准化协议，进一步放大飞轮效应；

分歧三：为什么 $WLFI 选择了 $BONK 而不是 $PUMP 或者 $believe 发射台？

答：B L V虽然是ICM的专属发射台，但是目前来看，我只能说：就这？就这？就这？过！！！
那为什么不选 $PUMP ，当时Bonk发射台已在交易量、代币启动数量和整体生态中超越Pump，成为Solana上领先的meme币launchpad，而Pump当时面临负面事件，PUMP代币ICO后暴跌，用户对其平台不满，这可能影响稳定性和吸引力，而BONK的资源整合，如与Raydium的Project Wings合进一步提升了USD1的交易效率和流动性注入；

然后 $WLFI 也借鉴了USD1在 $BNB 链上的经验，Sol作为degen和trenches的核心，更适合这种高频、高炒作的流动性注入，Bonk当然是有能力点燃这一波情绪的最佳平台，Trump家族如Eric Trump的直接推广和WLFI团队成员如@CharlesWLFI对Bonk的暗示支持，也增强了其合法性和吸引力；

总体而言，这一选择是WLFI为USD1在Sol上实现标准化发行和最大化影响力的策略；

分歧四：他们的资源哪里来的？
答：日本IP和企业的资源则因为其封闭性要靠native并且有资源的日本团队才能跑通，Freya是R社的项目，在日本ACG业界资源强到可怕；

谁赞成？谁反对？

项目信息更新：

第一：CMC的 $WLFI 生态收录 $FREYA ，链接：https://t.co/zK6Llj9tyT ；

第二： Bonk团队站台确认FREYA为Bonk的ICM协议和第一个+最大USD1交易对，当USD1激励正式开启，大家刷的一定是最大、波动最小的池子；

第三：黑客松快开始了，FREYA将代表Solana日本官方，组织Superteam Japan出战@colosseum黑客松，这是Solana官方黑客松，前十名均分250万投资，还有孵化器和Solana基金会的官方支持，记得上一次获此殊荣的 $BUZZ 吗,它最高200M，现在很大概率 $FREYA 会重现这个辉煌；

最后我们来拉一拉预期：
$Virtual 在上一轮就是AI agent协议，同样的配方，Virtual一路从游戏做到AI协议，怎么说，这也是蹭是舔？可是 $Virtual 去了5B了呀哥哥们？？？？？？？？

$FREYA 从游戏自身的分红飞轮模型进化到标准化的ICM协议，且叠加了 #USD1 和ICM这个大叙事，这样还不够顶尖？要知道ICM的市场空间远远大于AI agent呀哥哥们；

USD1代表美元主权信用的链上延伸，由 $WLFI 推动，提供审计化、托管化的跨境资金流，与USDT/USDC不同，我认为它更强调主权象征，它降低了波动风险和交易摩擦，让企业财务更易接受链上结算；

#USD1 和 $FREYA 在ICM生态中形成互补关系，前者作为底层资金通道和合规基础设施，后者作为执行协议层，实现Web2实体的链上标准化发行代币和分润；

至于为什么 $WLFI 选择了BONK,而不是PUMP,

我预测， $FREYA 后续会跨链到BSC，然后一路升级打怪，BSC--阿尔法---合约，你要知道这是一个善于观察局势适时做出调整的团队；
@Freya_Starfall
@ONIGIRI_CATBUS

[Polyfactual @polyfactual]

I think for Prediction markets to scale, we need a little more clarity around exactly what we would like to do with the value of truth whilst there’s still a price on them.

Whether it’s to trade them like they’re assets themselves or the underlying representation of another asset. E.g, are Yes/No shares their own assets or are they the underlying representation of an asset like “Will Trump Fire Lisa Cook” ?

For example, Stocks are their own assets. They’re pegged directly to a company’s valuation and we have financial systems designed around them such as Stock trading themselves but also Options Trading where you can Put/Call options however you see fit in that instance.

Memes/Tokens are also another asset class that stand on their own, they’re underlying representations of different narratives for sure but fundamentally, they’re their own assets and then mechanisms such as Leverage, Swaps, etc are applied to them through different exchange platforms.

The question we have to ask ourselves is, are we approaching Yes/No values as independent assets or an existing mechanism on the value of truth - just like Options Trading exist on the value of Stocks.

I believe clarifying this can allow us develop more efficient solutions to the problems we currently have, ranging across Liquidity, Tools, User Experience, etc.

Using Options Trading as an example, the underlying stock serves as a fundamental asset basis - with Prediction Markets, the market topics serve as the underlying asset. Trump firing Lisa Cook, Mr Beast raising 40m, War strikes, etc are all individual topics with values with respect to those who are concerned.

People within the Fed or have large businesses favored by Lisa Cook’s administration are definitely concerned about whether she’s fired or not. Mr Beast, his audience and sponsors are concerned about his raising goal, and companies who sell weapons, people caught in war zone environments are also definitely concerned about whether a missile is going to strike a particular location. Just like how people involved in Tesla or Nvidia ecosystem are concerned about what happens, which is then reflected in the stock value.

These market topics definitely hold value that involves a lot of major stakeholders, it’s up to us as contributors to the ecosystem to design systems as efficient as possible, in order to scale Prediction Markets to standing as its own asset class ⇨ A mechanism for Trading with Unresolved Truths as the underlying asset.

I mean, “a mechanism for Trading on the truth”. That sounds like something everybody knows but it goes much deeper than that. There’s still a lot of ambiguity within UX designs, Liquidity Provision and potential features to add and that is because we haven’t arrived at a consensus on what specific category these assets should fall into.

Inevitably tho, we will reach a threshold entropy value at some point that’d help us forcefully decide what it needs to be if we don’t make a decision ahead. Nevertheless, it’s very interesting times ahead for the Prediction Markets ecosystem and we at Polyfactual will be doing our best to contribute to that to the best of our abilities.

[大德鲁伊 @likeweb3]

今天看到 $Freya 创始人@TabinekoKIKI 的一条长推，心里其实挺震动的。以前我更多把 Freya 看成是一个飞轮实验——通过游戏收入、回购、分红去跑出一个 ICM 的雏形。但这条推让我意识到，Freya 正在完成一个真正意义上的制度化转折：

它不再只是自己用的飞轮，而是把飞轮抽象成 协议，开放给所有人用。

“We standardized $FREYA’s buyback-dividend flywheel into a protocol for everyone to use. Issue a token using Freya, you’ll have a built-in dividend flywheel and dashboard, no dev or coding needed.”
这句话的含义非常直接：
Web2 的 IP 或企业，不需要懂合约，不需要组开发团队，直接通过 $Freya 协议就能发行代币；

自带分红 + 回购逻辑，自带仪表盘；

相当于“把资本市场的复杂机制，打包成一个傻瓜式的 SaaS 工具”。

从投资角度看，这就是 从单点项目 → 协议平台 → 基础设施 的进化。

为什么重要？

Barrier-free onboarding Web2 企业不来链上的最大原因，就是门槛太高：代码、合约、安全、合规，每一步都劝退。 $Freya 把这个变成一键操作，就像 Shopify 之于电商。

制度化飞轮 $Freya 自己用游戏证明了模型的可行性，现在把它抽象成协议，意味着以后任何 IP、任何企业都可以直接跑一个“ICM 股权模型”。这不是实验，而是标准化。
不可替代性 创始人强调 “irreplaceability and unique edge”，核心就在于：这个飞轮不是空想，而是他们已经用 Starfall 游戏跑通了。先证明，再标准化 → 这才是进入护城河的正确顺序。

Solana 的版图扩张 很多人还在用 meme 和 DeFi 来定义 Solana。 $Freya 的路径告诉我们，Solana 也可以成为互联网资本市场的基础设施。
$BONK 提供流量入口

Jupiter / Raydium 提供流动性支持 Freya 正好站在了这几个力量的交汇点。
ICM 的未来不是一句口号，而是一个个“制度接口”的出现。 $Freya 的这次转折，本质上就是把“分红回购飞轮”做成了“ICM 的 WordPress”。任何人都能用，任何企业都能挂靠。

这不是 narrative，而是 execution。
$Freya 从升级那天起，已经不是一个飞轮，而是 ICM 协议的基础设施。
DYOR.

[Natsuki Freya @TabinekoKIKI]

Its simple:

We standardized $FREYA ‘s buyback-dividend flywheel into a protocol for everyone to use.

Issue a token using @Freya_Starfall, you’ll have a built-in dividend flywheel and a dashboard to use directly, no dev or coding needed.

Perfect for ICM, barrier-free solution for Web2 IPs and businesses to effortlessly expand onchain.

This is the very solution the Internet Capital Markets have long needed to better onboard web2 businesses, to expand and accelerate faster, yet still waiting to be realized.

Through @Starfall_EN, we proved the effectiveness and sustainability of our buyback-dividend “ICM Equity” model, and that gives us the irreplaceability and unique edge, with the drive, responsibility, and determination to finally deliver the barrier-free onboarding solution the Internet Capital Markets have long waited, to escalate the growth and expansion of Solana at scale.

Shoutout to the invaluable support from @JupiterExchange, @RaydiumProtocol, $BONK, and everyone from @SuperteamJapan especially @256hax @zkyuki_Ditto❤️ Solana is truly an incredible place to build, to turn your imagination into a real empire.

Can’t wait to show the world what we’ve been building. OPOS!

[大德鲁伊 @likeweb3]

Impressive start — the ICM Flywheel proves itself from Day 1. 🚀

Daily revenue buybacks, automated dividends, and IP integration like @Starfall_EN show why $FREYA isn’t just another token — it’s the execution layer of #USD1 and the first true Internet Capital Market protocol.

The combination of compliant capital (USD1) + cultural consensus (BONK) + execution protocol (FREYA) is what makes sustainable on-chain cashflows possible.

Early, but already powerful. 🦅 #ICM

[Freya Protocol (Expanding into OneParadise) @Freya_Starfall]

The Flywheel starts to spin.

Day 1 dividends are in, with top holder received ~$448 in daily rewards.

$FREYA — The First Official USD1 Pair ICM Protocol

Enjoy daily dividends and burns powered by revenue buybacks from Freya Protocol and IPs/titles such as @Starfall_EN—automatically distributed every 24 hours, no staking required, simply by holding 0.1% (548,600) or more $FREYA 🦅

Learn more about the revenue powered ICM Flywheel 🔽

[大德鲁伊 @likeweb3]

@SolportTom Higher for $Freya

[大德鲁伊 @likeweb3]

@QingqianLee 自动迁移了吧 只不过你被动的少5%

[大德鲁伊 @likeweb3]

$Freya 的迁移动作意义很大：

它是第一个完成迁移并与 Bonk 2.0 / USD1 发射台绑定的 ICM 协议。

它的位阶从“飞轮”上升为“制度接口”，负责清算与执行。

Bonk 的社区流量 + USD1 的资金锚，都需要一个协议层去承接，这正是 $Freya 。

[Freya Protocol (Expanding into OneParadise) @Freya_Starfall]

$FREYA — ICM Protocol powered by #USD1, going live shortly on BonkFun.

Proud to join force with @bonkfun, together unlocking the next stage of Internet Capital Markets (ICM) powered by #USD1, Freya Protocol is your one-stop Portal to ICM.

Contract address will be announced only through official X account. We are aware of the excitement and eagerness, but please avoid interacting with any token before the official announcement.

Snapshot has been taken on Sep 10th 17:28:17 UTC, with migration price being 0.01323. USDC in liquidity pool has been exchanged into USD1.

Freya Protocol is your one-stop portal to the Internet Capital Markets, a platform with standardized, USD1-powered, plug-and-play solutions that enables global IPs and enterprises to expand on-chain, growing their brand reach, user bases, and monetization models. In parallel, investors and fans can directly invest in their favorite IPs and enterprises through on-chain assets, fostering a sense of ownership, belonging, and shared success.

Upgraded and standardized from Freya’s battle-tested ICM flywheel — which has already distributed ~$296,000 to holders — the system now operates as a plug-and-play ICM protocol, supported by visionary ecosystem leaders of Solana.

Enjoy daily dividends and a buyback–burn flywheel powered by revenue from Freya Protocol and flagship IPs/titles such as Freya: The Starfall — automatically distributed every 24 hours, with no staking required.

By removing technical barriers, Freya Protocol allows businesses and IPs to expand their reach, grow user bases, and unlock new monetization models, while providing sustainable value distribution to on-chain asset holders, with our one-stop solution including customizable on-chain assets issuance, distribution settings, automated revenue-sharing protocol, intuitive and motivating user dashboard, all turnkey, plug-and-play.

Investors and fans can directly invest in and grow with their favorite IPs and enterprises via on-chain assets, creating a sense of ownership, belonging, and shared success.

Freya Protocol's flagship showcase is Freya's own fantasy IP and mobile RPG <Freya: The Starfall>, which has already demonstrated the effectiveness of on-chain ICM assets issuance and revenue-sharing protocol in live operations.
Freya Protocol’s revenue model includes one-time setup fees for enterprises and IPs, and a percentage fee on distributed benefits. A portion of the revenue will be allocated to buybacks, fueling both holder rewards and token burns.

Beyond dividend participation, $FREYA functions as the governance and utility token, providing holders with voting rights in protocol governance, discounts on protocol fees, and enhanced participation incentives across the ICM ecosystem.

An Empire of Internet Capital Market powered by #USD1 and visionary leaders of Solana is on the rise.

Be part of the opening chapter, or chase after the legend has begun.

[大德鲁伊 @likeweb3]

Well said — this is more than just a “welcome.”

With #USD1 bringing compliant capital, $WLFI as the political-financial backing, and $BONK as the community engine, the missing piece was always execution. That’s exactly what $FREYA is stepping up to deliver.

The journey begins, yes — but this time it’s not only about memes, it’s about building the first real ICM protocol on Solana. 🚀

[大德鲁伊 @likeweb3]

@iamkadense Big moves lining up on Solana. ⚡️

$WLFI brings the capital, #USD1 anchors the flow, $BONK rallies the community — and $FREYA steps in as the execution layer.

Together they set the stage for ICM to take off on Sol. 🚀

[大德鲁伊 @likeweb3]

@CharlesWLFI Big moves lining up on Solana. ⚡️

$WLFI brings the capital, #USD1 anchors the flow, $BONK rallies the community — and $FREYA steps in as the execution layer.

Together they set the stage for ICM to take off on Sol. 🚀

[大德鲁伊 @likeweb3]

Perfectly put. 🔥

When you map the roles —
🇺🇸 $WLFI as capital
💵 #USD1 as the compliant anchor
🐕 $BONK as community power
🛠 $FREYA as execution layer
…it’s clear the ICM narrative finds its home on Solana.
First mover matters → $FREYA is structurally positioned to lead.

[0xPlayerOne 💛🐕 @gongtongfuyudao]

#ICM = 将美国打造为全球加密货币之都

$WLFI =美国资本

#USD1 = 链上美元信用

$BONK =最大的散户投资者社区

$FREYA =执行层

Together → ICM

ICM 不是“是否”，而是“在哪里”

答案是 @bonkfun BONK 2.0

$Freya 是第一个在 Bonk 2.0 上推出的 USD1 交易对代币，它是执行层 - ICM 协议。

当你把所有点连接起来时，一切都会变得更加清晰。

#FREYAPROTOCOL