努豆

9年Web3建设者 | 穿越3轮牛熊 实战型空投猎手：dYdX | ENS | ARB|OP | STRK | TIA | ZKS 专注链上数据、叙事逻辑与早期红利挖掘。 在这里分享穿越周期的思考，寻找下一个确定性的 Alpha。

[努豆 @nudouL]

今天听了一期有意思的采访，嘉宾是 randhindi，Zama 的 CEO。他是全同态加密（FHE）领域的顶尖玩家，整个采访干货多多，聊了区块链隐私的现在和未来。我把了解到的一些内容分享给大家看

先来看银行对稳定币的态度：
如果稳定币是完全公开的，银行基本不会用。 合规的压力，如果所有交易流水暴露在公链上，跟裸奔没区别，隐私不解决，谁敢真金白银上？

randhindi 还把Zcash 称为“加密隐私的灯塔”。
确实是这样，Zcash把隐私做到骨子里，现在市场上零知识证明已经是主流标配，用得彻底，是隐私技术的标杆。

隐私才是区块链真正的终极目标。
去中心化、透明度这些早期问题都快解决了，但要想让区块链被主流机构和普通人大规模接受，隐私这个环节必须过关，不然链上数据人人可查。

全同态加密（FHE）
这技术牛逼在——数据全程加密，你还能直接在加密状态下计算，算完结果还是加密的，只有最终解密才能看到明文。

Zama 的定位：做区块链的“保密层”。
目标是让交易和智能合约既保密，又不丢区块链的核心——可验证性和透明度。

另外还提出了新指标 TVS（Total Value Shielded）：
就像TVL，但只算被隐私保护的那部分资产价值。未来这可能比 TVL 更能反映隐私链的真实采用情况。

他还把Zama 比作区块链界的 HTTPS。
互联网当年从 HTTP 跳到 HTTPS 是隐私的大变革，现在区块链也需要从明文交易跳到加密计算的时代，而Zama 想当这个基础设施级的转折点。

最后就是拍卖，ZAMA团队已经做出链上第一个真正保密的密封投标荷兰式拍卖。
所有出价全程加密，完美防抢跑，做到了真正意义上的落地应用！

听完这期采访感觉隐私赛道真要起飞了，不只是喊喊口号，是技术能落地的那种。

推荐对 FHE 和区块链隐私感兴趣的朋友去听听原节目！@zama
#ZamaCreatorProgram
#NFT

[努豆 @nudouL]

2025年最后几天了，想说说这几个月对Zama的感受。这次OG NFT的权益分配真的被温暖到了。

唠嗑唠嗑我心目中的ZAMA吧，就当年终总结了。

ZAMA年初低调迭代，到了6月份终于熬出来了，大家都没想到会这么快。但团队没飘，一直在埋头干活，把testnet越做越稳，把隐私功能越做越顺手。测试网上线了，体验过无比丝滑。

社区是最暖的部分，1-4季创作者比赛让很多人赚到奖励。上榜的很多都是小账号，Creator Program让新人有地方发光。虽然Season 5暂停了，但大家都没抱怨，反而更理解团队。OG NFT现在像纪念章一样，提醒大家早期的时光。

接触到Zama，它让我知道原来隐私不是奢侈品，而是每个人该有的标配。保密转账、私人投票、密封拍卖……这些小功能，改变了我们用链的方式。

DKG仪式成功，我虽然不懂技术，但知道“主网稳了”。社区玩密封拍卖玩疯了，有人通过拍卖获得了OG NFT。

这一年，Zama不只是项目，更像陪我成长的东西。它让我相信，未来上链不用再暴露一切。2026主网见，$ZAMA见。

隐私上链的路，让我们一起走下去。
@zama
#ZamaCreatorProgram
#NFT

[努豆 @nudouL]

小狐狸十周年！

MetaMask是我用得最久的加密钱包，它陪我走过了牛熊起伏，也见证了DeFi狂潮、NFT热潮，还有链上每一次疯狂探索。

怀念那些Dydx、ENS、ARB的日子啊……那样的热血岁月一去不复返了。

今年小狐狸能发个币或者撒点空投吗？孩子真的有点饿了😂

快去 https://t.co/Al1f45HrMT 看看你的专属十年回顾吧～
#MetaMask #小狐狸钱包 #十周年 #世界杯

[努豆 @nudouL]

昨天币安钱包 Nesa Booster任务发猪脚饭了，卖了6.2U，做了任务的去看看。这样的任务麻烦多来几个。

Polymarket月活今天已经做了，该不会最后还不如Booster任务的猪脚饭吧。@Polymarket

[努豆 @nudouL]

@xifancry 借楼蓝-互

[努豆 @nudouL]

@yujuhao 做完了。

[Grvt @grvt_io]

On Grvt, every dollar does more.

We’re building a platform where capital can trade, earn yield from real-world assets, and work harder through capital-efficient products.

Together with @BinanceWallet, we’re launching a Booster Campaign.

🗓 10 July 2026, 07:00 UTC - 17 July 2026, 23:59 UTC
💰 1,500,000 $GRVT token, distributed on TGE day

No trading required. No deposits required.

How to join 👇
1️⃣ Open Binance Wallet → Discover → Booster
2️⃣ Complete the missions
3️⃣ Rewards unlock on TGE day

#Grvt $GRVT

[努豆 @nudouL]

@ywxkst Hu

[努豆 @nudouL]

@robidyapp 0xF8469F6128fabC7169c5fB365e42bE0EF5d4cf13

[努豆 @nudouL]

@Q_Qsheep 互～

[努豆 @nudouL]

@robidyapp @RobinhoodApp 0xF8469F6128fabC7169c5fB365e42bE0EF5d4cf13

[努豆 @nudouL]

@ChainLog7 互～借楼

[努豆 @nudouL]

@BTC0912 @all7i8n9 互一个

[努豆 @nudouL]

@XPnftclub @all7i8n9 来互

[努豆 @nudouL]

@huoshan007 互关～

[努豆 @nudouL]

@furan86999 借楼～

[努豆 @nudouL]

@xreign_app @DeBankDeFi @arkhamintel 太棒了

[XREIGN @xreign_app]

What is a WEB3 identity?

@DeBankDeFi tracks the money.
@ArkhamIntel tracks the entities.
XREIGN tracks the influence.

📊 On-chain data tells us what you own.
🤝 Social reputation tells us who you actually are.

The missing piece of the Web3 identity puzzle is here. 👀

Check your XREIGN score now:
👉 https://t.co/DaPVTOe61a

[XREIGN @xreign_app]

A new peak just opened in XREIGN — and few will ever reach it.

Until today, your rank was frozen the moment you minted.

Now it's alive — your rank climbs as your all-time earned $REIGN grows.

9 tiers. One ladder to the top:

Newcomer → Rising → Veteran → OG → Whale → Ascendant → Sovereign → Titan → God 👑

Your rank is your reputation in XREIGN — public proof of how much you've earned and how early you moved. And it only rises as you grind.

What's your rank right now? Drop it in the comments 👇
Let's see who's already chasing God. 🔥

[OrvexHub @orvexhub]

Most projects tell you what they're building.

Today, you tell us.

One question:
What game should live inside OrvexHub next?

📝Comment it. Any format, any level of chaos — clan wars, high-stakes, skill, luck, pure degen. If it's fun, it's in the running.

In 24 hours we lock the 25 sharpest ideas — all 25 get rewarded.
The one we actually build - Its creator takes the GRAND PRIZE: $ORVX worth $500 at TGE.

Sit with that for a second. One comment could put your idea, your name, and $500 inside the fastest-growing community on Solana.

[Some Bitcoin @somebitcoin]

$7,500 USDT BEP20.
3 Solana Seeker phones.
3 Claude Max subscriptions.

31 prizes. One winner could be you.

Here's the deal on the cash — 25 people split $7,500:

$1,000 to one winner.
$500 to 4.
$250 to 10.
$200 to 10.

Everybody gets paid the same day. July 9. Locked in.

Getting in is stupid simple. Five steps:

— Follow:
@xreign_app
@Whitelist1Agncy
@somebitcoin
— Like this tweet.
— Bookmark this tweet.
— Share to 2-3 friends.
— Tag two people below.

That's it. Skip a step and you're out — so don't.

Tag more, and your odds go up. We're watching the comments.

Airdrop close July 8. Winners drop July 9.

The 3 Solana Seeker phones will be sent to the winners on July 9 as well—so please check my DM for a message. If you don't reply by July 8, the prize will be given to someone else.

Thirty seconds of work for a shot at a grand. Go.

[OrvexHub @orvexhub]

🟠ORVEXHUB — 50 HOURS IN THE DARK.

That wasn't downtime. That was planned.

We pulled the engine apart to stress-test something we've never shipped before: a real clan game. Not a leaderboard. Not a points race. An actual game — clan vs clan, live, real stakes on the table. Strategy. Coordination. War. Your clan won't just rank. It'll play.

That's what the last ~50h were for. And it's almost here.

While we were building — the growth got loud. Loud enough that the right people came knocking. We just closed our first partnership. We can't name them yet. But we'll tell you the shape of it: A symbiosis of your X account and a non-custodial wallet. Your X is your wallet.

One handle. One identity. Your keys never leave you — your coins live where your community already lives. No custody. No middleman. No seed phrase to lose. Your handle, your keys, your money — fused into one. This is the rail everything at OrvexHub runs on next. Nobody in this space is doing it like this.

Everything is back. Everything is faster. Everything is ready.

$ORVX — built on X. Powered by you.

→ https://t.co/rA4mhzTdHH

[OrvexHub @orvexhub]

🟠https://t.co/AlEZ6siILo

Solana first social gaming arena — built on X, powered by $ORVX. Backed by $1.7M.

Your X account is your character. Build a clan, play games, complete missions — and earn real $ORVX and SOL.

Getting in takes 1 minute:
Sign in with X → scan your profile → instant $ORVX airdrop.
No wallet. No fees. No waiting.

🎮A GAMING PLATFORM, NOT A CHORE: OrvexHub is built like a game on Solana — every action moves you up. Apogee is live: cash out before the plane flies away to win $ORVX, and hit the multipliers for real SOL. More games coming.

⚔️CLANS — the heart of OrvexHub.
Build your squad and rise together.
→ Up to 100 members per clan.
→ Clan leaderboard.
→ Clan tournaments with real SOL prize pools — top clan takes the bag.

Your clan vs the whole network. This is where it gets serious.

🪎EARN EVERYWHERE:
→Tasks.
→Scan your X → Airdrop.
→Invite friends → keep 10% of what they earn, forever.
→Games.
→Clans.

🟠$ORVX is the economic core — every action generates it.

🗓️Aug 7 — TGE + on-chain SOL withdrawals.
🗓️Aug 17— exchange listing.