老衬

Disappointed idealist

[老衬 @oldlining]

https://t.co/Usgq891NN8

[老衬 @oldlining]

https://t.co/CbtQ8YpUT6

[老衬 @oldlining]

https://t.co/gxDlPFpj3n

[老衬 @oldlining]

Tolerance for bubbles is what fosters innovation—a strength of the American economy, and also related to the political factors of hegemony and the dollar's global plunder. This has led to a somewhat weaker spirit of innovation in China. Meanwhile, Anglo-Saxon Europe faces far greater challenges than China. Therefore, it's not that the Chinese lack innovation; on the contrary, it is precisely because the Chinese are both courageous in innovation and pragmatic in execution that the current Sino-US political landscape has been formed.

[老衬 @oldlining]

The current Chinese economy has virtually no bubbles, so there's less of the "start from scratch" mentality, stemming from the high cost of implementing ideas. If you had visited China 10 years ago, you would have found many groundbreaking, world-changing ideas being implemented with extremely high efficiency, undergoing a process of natural selection.

[老衬 @oldlining]

You need to understand that among China's more than one billion people, many are returnees from overseas studies or immigration. Their innovative thinking is certainly no weaker than that of Silicon Valley. It's just that the current environment cannot support the implementation of those ideas that might require huge costs. The strongest point of the Chinese is their operational and execution capabilities. Many Silicon Valley models have been tried and proven false countless times in China. It's just that "fat tail incidents" often occur in the process of repeated falsifications and continued attempts, which is why it seems to be the way it is now.

[老衬 @oldlining]

币圈今年唯一能讲的故事叙事应该就是RWA了，由华尔街大投行们以及政府金融机构领头来跑通各个流程，然后各类资产代币化在链上爆发一波牛市，尤其是股票、房地产、AI电力、数据中心等资产的代币化，去年主流币财库们应该赌的也是这个未来，只不过届时被主流资产接管了的币圈，还有没有撸毛空投这种属于普通用户的造富效应就很难说了

[老衬 @oldlining]

小狐狸TGE，看来Luobin说这段话之前应该就已经敲定这件事了，只不过等了一周才公布，持有 $linea 大概率能拿到 $mask 空投。

linea这两天在base发币消息影响下币价持续下滑，Luobin现在这个时间点放消息小狐狸发币，很明显是一场针对base的争夺战，不惜通过对散户的红果果诱惑来维持linea热度。

一种可能，小狐狸的发币使命是狙击base，Luobin并没明确TGE时间，那么盲猜小狐狸会和base前后脚发币，一方面通过小狐狸TGE消息来维持和提升linea热度，另一方面也会和base抢夺焦点，linea届时不至于被base吊打。

另一种可能，ConsenSys自认不是Coinbase对手，听闻base要发币，@ethereumJoseph 吓坏了，不如在base发币之前赶紧让小狐狸TGE协同linea割一波，不然 $base 到时一但TGE，就没他们什么事了。

[Joseph Lubin @ethereumJoseph]

Well, just holding Linea will open up further rewards opportunities, mostly in other tokens; some from Consensys and some from protocols that we are aligned with.

MetaMask and Linea are cooking somETHing together to make this happen.

Together we are all bootstrapping the Linea Token Economy. Holding LINEA tokens signals that you are a Linea community member and are likely engaged in productive Linea Economy activities: building, liquidity provision / staking, using, collecting, ....

So if we notice, at some date in the future that you've held n LINEA tokens for m days, that just might lead to another token landing in your account. And if n and m are larger numbers your account might receive a larger reward. Rinse, repeat.

[老衬 @oldlining]

$base 链可能发币，应该是感受到了威胁或者说危机，近期能让base感到威胁的大概率是 $linea 了，ConsenSys生态中合规的 $mUSD 稳定币、财库公司都有了，就差一个合规交易��了，Coinbase在美区App Store排名仅第260位，ConsenSys如果想做还是有机会的。

$linea 和 $base 共同争夺的应该是美国传统金融入口以及散户，目前L2中base最赚钱，但 $base 和 $eth 关系却如同 $pump 和 $sol ，base排序器赚到的大量 $eth 并没保留在链上，因此社区普遍认为base一直在砸盘 $eth 。

$linea 众所周知无限友好 $eth ，SharpLink财库董事长也是ConsenSys创始人的@ethereumJoseph 同时还是以太坊联创，这个人好像做的所有露脸的事都是围绕做多 $eth 来开展。

虽然，众多L2中linea链TVL目前仅次于 $base 和 $arb ，但这个数据更像是资源和资本运作出来的结果，linea链上并没什么原创特色应用和高频粘性玩法，依然还是在老调重弹，这��的“繁荣”谁知道能维持多久，因此从币价和市值反应来看，虽然比刚TGE时有所回升，但离市场接受还有很远距离， 未来 $linea 除了TVL之外还需要做更多工作来证明自己具备想象力。

[老衬 @oldlining]

@phillylivy 是啊，目前主要是借贷和抵押，没啥自己特色

[老衬 @oldlining]

$linea TGE价格还没盘前高，看来近期狂拉TVL的策略没奏效，不到4亿市值，运营数据没有支撑币价，一如ConsenSys息息相关的财库公司SharpLink,持有36亿 $eth 市值只有31亿，如果不是启动15亿股票回购计划，估计30亿市值都保不住；

ConsenSys目前严重水逆，小狐狸钱包、linea链、SharpLink财库这些核心领域都不同程度遭遇了瓶颈和死结，很难在短期内解决问题，之后能否通过整合规模经济带来协同效应，还有待观察。

反过来， $linea 也有很大想象空间，现成的财库公司和钱包入口，哪怕只是维持现有数据不下滑，华丽阵容背景加持，仅次于 $arb 却完胜 $op $zk $strk 的运营数据，市值和币价差距还会远吗

[老衬 @oldlining]

Yes, there is no need for such public announcements. Just like when Hyperliquid airdropped surprises for users who held memes but didn't sell them in season 1.5, it gained a lot of loyalty and everyone campaigned for it, which ultimately brought Hyperliquid the greatest prosperity.

[老衬 @oldlining]

通过早期卖轻节点方式公募一大笔钱的诸多项目中，貌似只有 $ath 是有超过一亿美元ARR年收入的，项目方有回购能力，也率先开通了轻节点交易功能，币价距离tge跌的也不算离谱，随着大约3年期节点挖币数量的递减，可能时间越往后 $ath 币价也会越稳定回升。

其他也靠早期卖轻节点募资很多的项目，目前多数貌似还没找到PMF，因此扛不住节点挖币大户的提前做空保值，tge之后逐渐跌去了90%左右币值， 比如 $xai $carv 等，还有即将tge的热门项目 $0G ，之前也卖了不少轻节点，不知道届时币价能维持多久，还是会像 $soph 一样，通过大幅压缩轻节点的挖币数量来降低抛压

[老衬 @oldlining]

早上5点那轮跌幅是主力在Stop Hunt吗？或者暴力吸筹前的轧空，如果是的话，今天大盘很有可能有大幅上涨表现，只是猜测，有待验证。

[老衬 @oldlining]

@fishkiller 期待有一期在其他热门主题中间有一个视角是说做市商的整体情况，以及背后不为人知的那些套利腌臜事😀

[老衬 @oldlining]

$pyth 暴涨在意料之内，因为相较于 $link 而言，pyth关注度有点太低了， 而且至今也还没回到tge0.3U左右的价格，更别提曾经1U以上的最高价了，多数pyth用户其实也并不喜欢这个项目方，市值至今没到link10%不说，还经常悬崖解锁之前拉盘出货，当然这种非君子行径可能不是项目方所为，只是很难让用户忠诚

[老衬 @oldlining]

@PythNetwork These data combined with the coin price, I feel ashamed for you

[老衬 @oldlining]

@MikeJamesX @PythNetwork I agree with $pyth's value for cryptocurrencies, but I don't agree with $pyth's investment. Compared with $link, all loyal long-termists have been harvested by $pyth.

[老衬 @oldlining]

@mdomcahill The cliff unlock is a good thing for you, but the cliff unlock also caused the coin price to fall to its current level, which is a deception for your loyal users who have supported you for a long time.