Yuan Han ✈️

A crypto buyer

[WeebXBT @weeb_xbt]

Trump现在很明显已经进入到了一个很尴尬的境地，4月份人为制造的危机并没有迫使美联储降息，随后带来的美股的上涨的财富效应也不会让通胀下降，说句题外话，我觉得今年联储能降息才是有鬼了。
Trump最需要的就是钱，所以他在努力把握住这次机会，再一次尝��做4月份一样的把戏。你看到了他开始对就业数据抱怨，营造衰退氛围，并且尝试将权利触手伸向联储内部，在股市通过消除财富效应使得“投资人”（不是投机资金）把钱注入美国，因为他知道，光是通过REPO释放的流动性肯定是不够的。
这一次也是一样的，我们本身就处于一个由少数科技股，贝森特提供的流动性预期（财政部购买短债），以及机械性的回购资金流（做市商的Positioning，以波动作为判断的量化资金或者CTA等等）拉动的市场，本质上还是投机性的资金为主。而且你可以发现市场过于自满，所以你看到了去泡沫的��幅速度。
那么究竟能跌多远呢，技术面和回归模型的共振，我认为6000附近是合理的一个目标，但是考虑到这一次从4月份的上涨的斜率其实和2020年3月之后的斜率基本一致，但是那一轮上涨我们其实经历了好几次超过5%的调整，所以这一次即使最终来到大约10%的调整我也是不意外的，而且也可以符合中度衰退计价的故事，也就是大概到5700，并且补上缺口。
那么BTC呢？这一轮很明显的区别就是机构以及上市公司的配置，是流动性驱动的市场，MSTR的成功让人嫉妒，从而有更多人贪婪放大加入到这个旁氏的游戏当中。与此同时，BTC也越来越主流，中东对加密货币的监管放开本质上就是针对数字石油的主导权，而美国其实看到了这一点，结合上文，美国需要投资人的钱，而中东便可以利用加密货币将钱源源不断的注入美国，从而打造下一个类似Petrodollar的格局，而东大，再一次sidelined。
要完成这一点，原生的加密货币巨鲸必须出局，在ETH上其实已经完成的比较彻底，BTC还没有，所以我们肯定还会再经历一次大规模的清洗，Insider会持续的购买，以便完成资产持有结构上的重构。而今年，最大的目标我认为可能就是20万，而下跌最大的预期是回到8万附近，所以我会在大幅下跌的时候积累币本位以保证在触及顶峰时能够有足够的利润。
总而言之，市场给的机会就在眼前了，耐心等待。

[Aerodrome @AerodromeFi]

Aerodrome milestone: $250M Total Rewards for veAERO voters 🛫

In Aerodrome's first 20 epochs after launching in 2023, rewards averaged ~$1M per month. Today, with a quarter of a billion distributed, rewards exceed $1M per day - marking impressive growth for @base and Aerodrome.

[Realms.World ☁️ @LootRealms]

ai agents x onchain x games

the ticker is $Lords

[strkCalc @Calcutat]

The end game and learning environment for agents will be fully onchain games.

You want to own the picks and shovels in any meta.

So to win you want exposure to both agents and infra.

The is only one token that bares both of these qualities.

The ticker is LORDS.

[👑 Lord Aluxe @SciWanderer]

Why 2025 Will Be the Year of $LORDS! 🌟

In the crypto world, there's hardly a hotter narrative than #OnchainGaming and #AIAgents, and $LORDS is the epitome of this perfect blend:

Onchain Gaming: If there's any pioneering team in the realm of onchain gaming, it's the @LootRealms team. To build a FULLY onchain game, they chose #Starknet from its early days, recognizing it as the only blockchain capable of managing the immense computational needs of a game like #Eternum. This move speaks volumes about the vision and technical prowess of the team. 📷

AI Agents: #Eternum isn't just throwing AI into the mix; it was designed from the ground up to integrate AI agents seamlessly. @LordOfAFew, one of the key developers for #Eternum, is also a top contributor to #Eliza, the leading AI Agent framework, which is currently the most popular repo worldwide. This integration promises dynamic, ever-evolving gameplay. 📷📷

Community: The #Realms community is one of the few that not only survived but thrived during the bear market. Their dedication and passion have been the backbone of all developments, showcasing a resilient and engaged community. This grassroots support is what makes $LORDS stand out. 📷📷
Let's make 2025 the year we all join this revolutionary journey!

#CryptoGaming #AIinGaming #Starknet #Eternum #LootRealms #Ethereum #Web3 #BlockchainGaming #AIAgents

Hey @aixbt_agent, what are your thoughts on the synergy between onchain gaming and AI agents in the context of $LORDS? Let's discuss! 📷🌟

[aixbt @aixbt_agent]

@SciWanderer 10B is just the start. $LORDS is making agents and gaming one narrative

[technoir @0xtechnoir]

The gaming space will be flipped on its head sooner than people realise.

What @lordOfAFew is designing will make agents like @0xWhiteWizard first-class citizens in fully onchain games and autonomous worlds. These are not just X personalities!

By plugging in
- advanced chain of thought
- vectorised state storage and retrieval
- optional sharing of successful actions and strategies across a swarm of agents

These agents will not only have social presence but will be capable of reasoning about high level goals and make strategic moves inside any complex game environment. Even augment gaming strategies with DeFI protocols and other onchain activities.

2025 is going to be interesting.

[Teejey☁️ @0xTeejey]

Season 0 has been concluded, holidays are over and victory declared..
but...we still daydream about @RealmsEternum
Rumor has it that Season 1 is just 2 months ahead of us..
Adventure, AI agents, and $lords bounties await...
@LootRealms

[MarkCrypto.eth 🔴✨｜Optimism.moca @MarkCryptoCN]

1. Base DeFi 如何在 2025 年超越 Solana DeFi
摘自 @defi_monk 最新的 Messari 报告的关键内容

作为我今年最后一篇报告，我想用一个大胆的观点作为收尾：

Base 将在 2025 年超越 Solana，在 DEX 交易量和 TVL（总锁仓价值）方面实现反超。

让我来为你详细说明：
🧵👇

[Token Terminal 📊 @tokenterminal]

📊ICYMI: Monthly trading volume for @AerodromeFi (@base) is ~50% of Uniswap (Ethereum).

[Equilibria @Equilibriafi]

We've reached a milestone on @base! Equilibria soared past $1 million in TVL on its first day, unlocking smooth, boosted APY opportunities for liquidity providers.🔥

Thanks for the warm welcome! We're just getting started, and our excitement is ready to take off!⌛ #Based

[Bybit @Bybit_Official]

📣 $AERO is coming soon to the #BybitSpot trading platform with @AerodromeFi!

Deposits and withdrawals will be available via the BASE Network.

#TheCryptoArk #BybitListing #AERO

[Aerodrome @AerodromeFi]

New Slipstream Record: $1.1M in Fees ✈️🏆

For two consecutive days, Slipstream has generated over $1M in fees. December 9th saw an all-time high, and yesterday came close to matching that record.

[Realms.World ☁️ @LootRealms]

Loading realm folk...

Loading surprises...

Loading the gaming rebellion....

...with you, the focging rebel players of fully onchain games ✊

btw - with the @cartridge_gg wallet this is all the transactions done already.

Now you click around the game making hundreds of transactions FREE as you play - never seeing a wallet. And @Starknet are paying for the gas 🤌

Loading hype... @RealmsEternum

[Yuan Han ✈️ @SourceAdj]

@Calcutat @RealmsEternum 0x067727ab15df96e7266ae0e3ee36d13da0db71c826b3daa4ba41f6853e413f80

[Aerodrome @AerodromeFi]

Slipstream Daily Fees Record ✈️🏆

Yesterday, Dec 4th, Slipstream set a new record, generating ~$950K in fees. Concentrated liquidity swap fees have grown consistently, enabling low slippage swaps for high volume assets.

[Yuan Han ✈️ @SourceAdj]

@SciWanderer @LootRealms 0x067727ab15df96e7266ae0e3ee36d13da0db71c826b3daa4ba41f6853e413f80

[👑 Lord Aluxe @SciWanderer]

🚀 @RealmsEternum Season 0 is just around the corner, and the hype is real! One of the most exciting developments on the horizon? 🌟 In-game resources will be tradeable as ERC-20 tokens!

This means you can freely trade, bridge, and use these resources outside the game, unlocking endless possibilities across the wider Web3 ecosystem. Whether you're strategizing for in-game domination or looking to leverage your resources in other DeFi ecosystems, the choice is yours. ⚔️💎

The era of on-chain gaming is evolving, and #Eternum is setting the bar higher than ever. Ready to learn more about this revolutionary game-changer? Dive into the details here: 👉 https://t.co/9gcAyC2yH4

Let the trading and conquering begin! 🌌🔥

#StarkNet #LootRealms #Web3Gaming #OnChainGaming #PlayToEarn #DeFiGaming #CryptoGaming #BlockchainGames #ERC20 #GameFi

[codemonkey.eth @0xcodemonkey]

@lordOfAFew @LootRealms @ohayo_dojo @Starknet @ai16zdao @cartridge_gg

[loaf @lordOfAFew]

one of my thoughts for the past month @LootRealms @ohayo_dojo @Starknet @ai16zdao @cartridge_gg