Pat Ruan

热爱生活~

[Pat Ruan @ruan_pat]

@OxMomooo 👍

[Pat Ruan @ruan_pat]

@Ton_AI_Official 😍

[Ads3 @ads3_ai]

2 MILLION STRONG!

🎉 TonAI is celebrating 2 MILLION users! 🚀 In the past month alone, 1.7 MILLION users have actively engaged with Ton AI, making our community stronger than ever. 🙌

🌍 What an incredible journey it’s been so far, and we couldn’t have done it without YOU! Thank you for being a key part of our journey!🥂

🌿More giveaways, rewards, and new features are on the way! 💸

🚀With every step forward, we rise higher together—stay tuned for what’s next! 🚀

👉Join Us Here：https://t.co/Y4Z5c1Yaci
👉Stay Updated：https://t.co/HkjyFDw9eU

[余烬 @EmberCN]

从 @MiaGao_HTX 那薅了一份 HTX 11 周年登山礼包🎁，东西很多也很好看，抽奖送给大家~

你只需要：
1- 关注 @EmberCN 和 @HTX_liuyego
2- 点赞转发本条推文。

🗓️我会在后天 (8/28) 晚上 8 点通过工具开奖。

[Pat Ruan @ruan_pat]

@Footprint_Data Great！！！！

[Footprint Analytics @Footprint_Data]

🚀 Big Update! 👏
Introducing our User Growth & Loyalty Solution Powered by AI - a game-changer for long-term Web3 growth! 📈📊

Say goodbye to:
🚫 Ineffective Campaigns
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We're bringing:
✅ Data-Driven Growth Tools: Provide developer GPT, community AI Assistant, social viral community quest bot to bring in millions of Web2 real users.
✅ System Integration: Create a closed-loop with traffic, growth, analysis, and actions, eliminating data silos for seamless data flow.
✅ User Points and Rewards System: Enable user scoring, profiling and segmentation to incentivize contributions, reward loyal users, invite like-minded friends, and expand your community.

Learn more👇
https://t.co/p8shiY9HmE

[gm365 @gm365]

🪂 ZK 的空投代表了一个时代的落幕

一��未平，一波又起。

创造了“史上最大女巫库”的 L0 CEO 还沉浸在对抗女巫集群无法自拔的当口，“史上最大反撸” ZK 降生了。

一时哀鸿遍野，近乎天怒人怨。

为何？

那个你抱有期望最多最大的，往往伤害你最深。感情如此，Web3 竟然也如出一辙。堪称 L2 最后的希望的 zkSync，苦等4年，等来的只是一句无情的 “Unfortunately, YOU are not eligible for the airdrop”。

🍄‍ 不查女巫的“反女巫”

1000万地址、4亿条tx，秉承“天下为公、不查女巫”的“初心”，筛选“真实用户”，怎么做？

zkSync 选择用冷酷严苛的数学法则来帮忙。

大体分三个步骤：初筛、分配、加成。

能够进入积分池进行初筛的7条标准，说实话非常宽松。比如 10条tx、存过DeFi项目、持有神灯、Lite捐款等。绝大多数“认真”交互的人，相信都能入池。

分配环节是重头戏，也是绝大多数用户被晒出去的“大过滤器”。因为这里的分配不是根据你钱包的月活、交易额、tx数量等等这些“行业黄金标准”，而是和 DeFi 存款项目一致的“资金留存”。

类似 EtehrFi 这里质押项目要求资金留存相当正常，但一个 L2 使用类似规则过滤用户，则让绝大多数人感到“无法接受”，甚至“大逆不道”。

至于“加成”环节，属于锦上添花的范畴，对于那些“老OG”、精品账户、深度用户定向倾斜。

但这并不是很多人在意的地方，因为大家发现碗里的饭都没了，谁还在意有没有鸡腿呢？

所以，这里的核心就是：一条所有人抱有最大期望的 L2，使用���资金留存的 DeFi 项目类似的规则，过滤掉了超过90%的用户地址，导致了史上最大的反撸惨案发生。

相形之下，至于最大分配与低保户的比例悬殊、分配规则不透明、为何不让 NanSen 查女巫等，这都属于次要问题了。

主要问题还是贫下中农没吃上饭，才对地主老爷大鱼大肉更加恨之入骨。

🍄‍ 反撸复盘

N年时间精力的浪费且暂不提，单单 gas 的反撸都让人难以忍受，所以才会有人喊着让 ZK 退 gas。

情绪化的表达确实可以让你找到共鸣、舒缓胸中愤懑，但这对你接下来怎么走、如何持续在行业赚到钱于事无补。分析原因、查漏补缺、修正方针策略，这才是正途。

对于口口声声说“社区就是一切”的项目方为何选择了触怒90%用户的反女巫方式，这点无须过于深究。你把自己代入项目方视角，再去审视前面提到的“分配”环节的具体规则，会发现项目方仅仅通过这一条数学公式，就把工业化女巫集群，以及普通用户低保户，统统排除在外。

为什么选择资金留存、DeFi 存款/LP 2倍加成的方式反女巫？

两个原因：

1、对 L2 而言，TVL 是命根子
2、项目方十分了解普通用户对”空投规则“的猜测（其实是误判）

之前 ARB、STARK 空投时，有大V说空投太容易被工业化 Farming，因为规则实在太好猜了，无非那几条。

大家也是这么想的，KOL也是这么教的，人们自觉不自觉的也在按部就班的照做，甚至还有一堆第三方工具帮大家统计相关数据，并煞有介事的搞出来了地址排名。

一波波的推波助澜，犹如温水煮青蛙，让所有人失去了警惕之心，以为你小小的孙猴子 ZK，还是跳不出我如来佛祖的手掌心，拿捏你的空投，那还不是板上钉钉的事情。

结果呢？ZK 偏不按常理出牌。一招金额留存，干翻所有照本宣科的老实人。

有人说，ZK的空投规则，过滤了所有低端的工业化女巫手段的工作室和普通散户，分配给了精品用户和高端女巫工作室（财大气粗、精品女巫地址）。

这个观察很到位，实际来看，确实如此。

比如那个 L0 女巫集群，同一天批量分发 0.6 ETH，最终拿了上百万 ZK 的女巫集群，这个就是高端女巫集群的典型案例。

换句话说，这次没撸到 ZK，核心在于对空投规则的严重误判（轻敌导致的）、人人都想上多号奈何资金不够雄厚的双重绞杀。

🍄‍ 工业化 Farming 现状

如果以 ARB ���至 STARK 的空投规则来评判，这次被筛掉的 90% 用户，绝大多数都是符合标准，甚至能上升到“精品号”范畴，拿到一个好结果的。

但为什么到了 ZK 这里就偏偏不灵了呢？

很简单，时代变了。其核心便是：

工业化 Farming 体系的过于繁荣昌盛。

EVM 生态的过于成熟 + GPT4 的AI工具加成，导致了批量起号与交互的门槛急剧降低，继而造就了账号数量、tx的严重通货膨胀。

这是时代的演进路径，不以个人意志为转移。

像极了工业革命初期那些娴熟的女纺织工人被机器纺纱所替代的场景，手工业者赖以安身立命的技能，在机器化生产者的眼里，根本不值一提。效率低、成本高、易出错，哪是无情工作、任劳任怨的机器所能比拟的。

彼时彼刻，恰如此时此刻。

工业化 Farming 的时代已来，���上多号已经算不上任何优势，分分钟被 GPT4 所能生成的交互代码所追平、赶超，甩到身后。

不过这个情况，不光你知我知，项目方也知道、VC也知道、交易所也知道。

地址数、tx数都是注水的，这点大家都心照不宣，也许只是在注水比例上观点有所不同。

但 TVL 这个指标则比较难造假，因为需要堆砌真金白银。

于是精明的项目方便选了这个最难造假的指标来作为空投分发的核心规则。

这一点上，和雄性孔雀华丽的尾巴有异曲同工之妙。

雄性孔雀的尾巴极其引人注目，给自己生活都带来诸多不便，甚至于可能陷入生命危险。大自然为何要进化出来如此“无用且危险”的累赘呢？

因为这才是最难以造假的“信号”，才是让雌孔雀信服且愿意委身于对方的“黄金标准”。能轻易被造假的信号，都不值得被采信。

���理。只要你愿意，设定好程序参数，你可以给自己的地址集群打造完美的日活、周活、月活数据、超高的tx数、超高的交易额。反正无情的撸毛机器会任劳任怨的替你交互到地老天荒。

但要保持每个账户几百 U 的资金留存，可就不是任何程序和 GPT 能帮你搞定的了。

金钱再次流入了那些不缺钱的大撸子手中。连 Web3 都还是和 Web2 一样的不公平，MD。

🍄‍ 敢问路在何方

gas 费低到忽略不计、工业化女巫蔚然的时代，撸毛群体何去何从？Web3 是否还会奖励我们这些西部淘金的勇者？

可以肯定的是：

▪️ Web3 依然还在早期
▪️ 大额融资项目也会层出不穷
▪️ 空投永不落幕
▪️ Web3 赚钱的机遇和数额依然远超传统 Web2

不一样的是：

▪️ 时代不一样了
▪️ 规则永远在变
▪️ 过于成熟的生态，竞争太过激烈以���于对普通人而言成了鸡肋之选

要相信时代的选择，当下而言，你我这样的普通人，逆天改命的机会不在别处，就在这里，就在 Web3。

从赚钱的概率与 ROI 上来说，空投依然是最适合普通人掘取第一桶金的赛道。但很不幸，由于行业变化神速，以及 AI 加持等因素，导致难度陡增。

如果说以前只需要跟着 KOL 们的教程无脑操作就能收获满满的话，接下来恐怕就更加考验你的智慧了：

选择生态、选择项目、选择交互方式、如何平衡资金与数量、如何最大化产出。

无脑撸毛暴富的时代落幕了，撸毛致富的时代就在当下。

[The Beacon @The_Beacon_GG]

The New Frontiers Quest is now LIVE!

The Beacon's latest Play2Airdrop and Play2Whitelist experience is here.

Jump right in👇
https://t.co/GgoJfpRtrT

[Pat Ruan @ruan_pat]

@Pea_GPTs 👍

[Ads3 @ads3_ai]

🚀 Exciting news from https://t.co/Fzo1twuEDZ! We've just launched our brand-new Points page bursting with tasks waiting for you! 🌟
✅ Engage socially, contribute data, create GPTs, chat & more - jump into a variety of activities and start racking up those points! 💬🛠️💡

🏃Ready to earn rewards while enhancing your community? Your adventure begins here:
🔗 https://t.co/3aIgoJaoIF

#PeaAI #EarnPoints #CommunityEngagement #Tasks #Rewards #AICommunity

[Pat Ruan @ruan_pat]

@Pea_GPTs 🥰

[Ads3 @ads3_ai]

🌐 Transform your community with https://t.co/Fzo1twuEDZ's custom sentiment report! 📈

🤖 Create your own GPT-powered bot and invite it into your space 🛠️✨
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With https://t.co/Fzo1twuEDZ, every message counts towards building a thriving community hub. Start understanding the pulse of your community today!

Learn how with our insightful guide 👇
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[Pat Ruan @ruan_pat]

Exciting News! @OneAnalog 's incentivized Testnet registration is officially LIVE!
Don't miss the chance to join this groundbreaking experience.
Sign up now to secure your spot and unlock exclusive rewards!
#AnalogTestnet https://t.co/oYq3dCyWPf

[Analog 🕓⛓️ @OneAnalog]

🚨 ANNOUNCEMENT ALERT! 🚨
Registration for the upcoming Analog Testnet launch is now OPEN! 🥳
Be among the first to experience the cutting-edge features of our platform. 🎉
Ready to dive into the future? Sign up today! 👇
https://t.co/VrJKoZVUJH
#AnalogTesnet

[0G Labs @0G_labs]

🚀 Exciting Announcement from #0g_labs! 🚀

We're thrilled to launch our testnet Newton - the ultra-high data throughput blockchain optimized for on-chain AI. 😎 We know, it's super cool stuff 😉.
Join us in shaping the future of AI and blockchain technology!

👉 Explore the testnet: [https://t.co/vzxXWffF8W]
👥 Join our community: [https://t.co/669xIBxJKe]
Your questions will be answered on our Discord, and your contribution is crucial for our journey towards the mainnet launch in 2024. Let's build! 🌐✨💪

#0g_labs #TestnetLaunch #Blockchain #AI #Web3 #0g_Newton #OnChainAI #Innovation

[Pat Ruan @ruan_pat]

Check out this insightful blog post: Introducing 0G, the AI x Web3 starship. Read it here: https://t.co/Z4B7kur87U

[0G Labs @0G_labs]

We are so excited to announce our pre-seed fundraise completion: https://t.co/EPxayZDjzP

At @0G_labs, we are building the first modular AI chain, and it has been our delight from day 1 to build the fastest programmable data availability solution for high-performance DApps. 🥳

[Pat Ruan @ruan_pat]

@TrendX_tech 0x0ef68fbb368658a4db93c845eb9c805abc8716cb

[Pat Ruan @ruan_pat]

@Footprint_Data 👍

[Footprint Analytics @Footprint_Data]

March Chain Report📊

Tl/DR: Volatility, memecoin craze, high L1 funding, L2 TVL through the roof, market sees recovery

▪️ The crypto market in March was robust. #Bitcoin hit a new all-time high. Ether has increased steadily, and Dencun Upgrade has significantly reduced transaction costs. The #Solana meme craze has resulted in the rapid accumulation of wealth and enthusiasm, influencing others like #Base to see big jumps in their value.

▪️ AI tokens, meme coins, and TON were essential elements in promoting the mass adoption of the blockchain for March

Crypto Macro Overview 🌐

▪️ March's crypto market thrived, largely due to expectations that interest rates would drop, despite a span economy. This outlook raised concerns about inflation, making assets like Bitcoin and #gold more attractive.

▪️ The AI sector gained attention in March, with Nvidia unveiling the Blackwell GPU and GB200 Superchip at #GTC24

Public Chain Overview ⛓️

▪️ As March wrapped up, the total market cap of public chain cryptocurrencies stood at $2.2 trillion, marking a 15.8% rise from February.

▪️ #BNB and Solana saw significant token price rises of 48.8% and 56.0%, respectively, leading to an approximate 1% increase in their market cap share for the month.

▪️ #NEAR saw its token price and market cap soar by 84%. The widespread use of AI applications has played a significant role in familiarizing people with AI, making the concept of "AI + Crypto" more accessible and acceptable

▪️ Memes have also been a significant force behind mor adoption in crypto. Recently, Solana captured attention with a surge in meme-related activity, with tokens like $BOME and $SLERF

▪️ The Open Network (@ton_blockchain) has significantly impacted mass adoption, particularly with Telegram's Ad Platform expansion to almost a hundred new countries in March.

▪️ The public chain sector concluded March with a TVL of $81.3 billion, led by Ethereum, #TRON, and BNB Chain.

▪️ Solana's TVL experienced a significant leap, reaching $3.59 billion—double its February figure.

Layer 2 🍰

▪️ The crypto market's growth, coupled with the Dencun Upgrade, propelled Ethereum Layer 2s to new heights in online activity and TVL. #Arbitrum and #Optimism led with TVL increases of 26.4% and 7.2% respectively, capturing roughly 70% of the market share.

▪️ Base's TVL soared by 87.3%, accompanied by a 29.6% rise in active users(wallets), driven by the allure of Meme coins like $DEGEN.

▪️ Layer 2s saw a dramatic reduction in average transaction fees. Arbitrum and #Starknet slashed costs by over 95%.

Web3 Gaming 🎮

▪️ In March, gamer rankings highlighted @Ronin_Network, Polygon, and BNB Chain as the top platforms in active gamer count, with market shares of 35.4%, 20.9%, and 10.8%

Investment & Funding 💰

▪️ In March, the public chain sector saw a significant uplift, with 23 funding events totaling $381.5 million in investments, a 160.2%  increase from February.

That's all for the highlights, thanks for reading and check out our sources below👇