数字游民.eth

🚀 Data Scientist | Researcher | Quant
📊 基本面多头 + 量化截面多空 | 历史年化 150%+ 📈
📊 Dune: 公众号: Tim的数据科学与投资笔记

[数字游民.eth @timtai589]

估值相同的话，bg上的prespax价格大概应该是目前币安、hype这些盘前价格的5.14倍，所以还是相对便宜的。如果真的纯多头看好的话，还是prespax合适一些，不过这个流动性很差

[Charles B @charlesbatens]

$CFG at ~$0.28 still means only ~$162M market cap.

Let that sink in.

→ $1.6B+ TVL
→ real protocol revenue
→ Coinbase backing Centrifuge as preferred tokenization infrastructure
→ tokenized S&P500 exposure live on Base
→ institutional assets already onchain

And still valued like a small cap altcoin.

If the market ever prices CFG like serious RWA infrastructure instead of a forgotten DeFi token…

$2 probably won’t look crazy in hindsight.

Most people will only notice after the repricing starts.

$CFG @centrifuge #RWA #DeFi @coinbase

[数字游民.eth @timtai589]

看来usde已经结束了，rwa是新的增长动力 ethereum:0x808507121b80c02388fad14726482e061b8da827

[Stacy Muur @stacy_muur]

https://t.co/hCev6dahTw

[数字游民.eth @timtai589]

@shirley64711 94年入国军吗

[数字游民.eth @timtai589]

@feifan7686 做市商都被割跑了

[数字游民.eth @timtai589]

@yyang11085811 @BurtonZong49875 @Tim8nbm 一看就知道你是啥出身 跟你的爱豆一样，自己的嘴都管不住

[数字游民.eth @timtai589]

@BurtonZong49875 @Tim8nbm 这还有毛线前途 马上退役了 后面只能带货

[数字游民.eth @timtai589]

有含金量吗..

[数字游民.eth @timtai589]

zec韧性真的强，老外抱团第一大蓝筹

[数字游民.eth @timtai589]

现在币安的下架有点意思，AIA是直接公告出来马上暂停交易了，之前下架的几个小市值也是一直砸盘，感觉是对做市商做了限制防止操纵。羊驼币的盛景估计难以再现了，不过整体来说，对于流动性的集中是一件好事。不过对于截面量化来说，多头选币可能应该适当避免极小市值以及操纵痕迹明显的代币。

[数字游民.eth @timtai589]

最近低市值壳子下架了好多啊，感觉狗庄也不玩这些东西了，多下架一点，等流动性起来的时候，壳子又会值钱了

[数字游民.eth @timtai589]

@timzz_sleep @SkyEcosystem @sparkdotfi 是不是一边把MKR转成SKY抛售，一边回购

[Spark @sparkdotfi]

Voting has just opened for one of Spark’s most important governance proposals yet, to adopt a buyback mechanism (SubDAO Proxy Management Plan)

What does this mean, and why is this important for the Spark community:

1. Spark accumulates all net revenue into the SubDAO Proxy (treasury), earning over $10 million since TGE in June.

Under this proposal, excess funds above what Spark needs for risk capital and OpEx will be used to make SPK purchases according to parameters defined by governance. This mechanism aligns treasury management with the protocol's long-term sustainability.

2. The size of buybacks programmatically increases as the treasury accrues more excess capital.

3. Most importantly, the proposal aims to align protocol operations, treasury management, and community incentives in a transparent and programatic framework.

An upgrade built to power Spark's next chapter.

[数字游民.eth @timtai589]

@qqqqqf5 左边有点像一个抖音网红

[数字游民.eth @timtai589]

@BTCdaoren 看到了 确实很高频

[数字游民.eth @timtai589]

@BTCdaoren 就是你一天换手多少倍

[数字游民.eth @timtai589]

老垃圾币普涨了，什么时候轮到defi， $spk 起飞吧🙁

[数字游民.eth @timtai589]

@butten9981 @cryptojiuyi @jiujinshan2022 有具体的回购销毁地址吗

[数字游民.eth @timtai589]

其实感觉现在giggle aster反而是个比较好的介入点，一方面很多人都割肉了，一方面我们知道这些肯定是币安自己高控盘操盘很容易的，特别是giggle，筹码集中度很高也没有解锁压力，并且80%以上的筹码都在币安交易所内