ㄒW0

17年進入幣圈，每輪都把賺錢逆轉成賠錢，紀錄保持且持續刷新中，喜歡💧和Arc，還有一點Hype。

[ㄒW0 🪺 @TW0_134_]

Hey guys!
Just made a new X account: @TW0_134
Gonna be more active over there, so if you wanna keep following my stuff, come hang out on the new one ✌️
Thanks for all the support so far!

[philarmonia @philarmonia0x]

最近认识了不少中文社区的朋友，所以想把我现在真正花时间做的 Perp 项目摊开讲讲。

不讲“哪个最牛”，只讲我为什么把它放在这个位置，以及我现在实际在做什么。

也欢迎你们直接指出我看漏了什么。

从最高优先级开始。

Tier 1

@QFEX

最近 RWA 的热度和资金都在明显上升，所以我目前把 QFEX 当作自己在这个赛道的核心观察对象。

对我来说，它最有吸引力的地方是还非常早。最近才开始逐渐进入更多 KOL 的视野，但目前已经做到 RWA Perp Open Interest 全市场第 3。

更重要的是，他们已经透露会推出 Points Program，而且现在的活动会被追溯计算。

所以我现在更愿意提前参与，而不是等所有人都发现之后再进场。

这里有几个可以降低 10% 手续费的邀请码：
V6QMADFG
AAZ71X2A
1Q02TGD8
XJQ0MR0N
RMYHDK69

@risextrade

如果不只看 RWA Perp，我目前最关注的是 RISEx。

现在的数据相比 QFEX 稍微落后一些，但整体增长依然很稳。

Points Program 已经上线，不过用户规模目前还不算大，所以我认为现在仍然有机会在竞争变得激烈之前积累一批 Points。

我和团队谈到了一个福利：通过我的链接注册，可以获得 10% Points Bonus: https://t.co/lpGdGFD838

@bulktrade

Tier 1 的最后一个是 Solana Perp —— BULK。

目前它还处于非常早期，用户规模也没有起来。

但我给它较高优先级的原因很简单：Solana Perp 这个赛道目前还没有形成一个非常明确的绝对龙头，而我认为这个位置迟早会有人拿走。

BULK 有没有机会成为其中之一，现在还没人知道。

但 Points Program 已经开始，所以我更倾向于在用户和竞争都还比较低的时候提前参与。

目前是 invite-only，可以使用这些邀请码：
BULK-3UK-76P | BULK-TBS-KRD | BULK-YWQ-KUE
BULK-VXG-8TB | BULK-N8N-QA5 | BULK-UNN-WWF
BULK-2BU-P2E | BULK-CNX-W3W | BULK-4AM-C8J

Tier 2

@get_truenorth

Tier 2 我会先放 True North。

它不是传统意义上的 Perp，而是一个可以按照自己的需求配置的 AI Trading Assistant。

实际使用下来，它经常能给出一些不错的交易 setup。

他们也会在近期推出 Points Program，而且目前的活动会追溯计算。

我比较看好它的一点是：它更像是 Perp 上面的一层 AI。

如果未来接入更多 Perp，这可能会成为一个新的交互层。

所以我现在还没有高频使用，等它支持更多 Perp 后，我会开始更积极地用它，同时完成两个项目的交互。

这里我不会放自己的 referral link，因为它不会给你任何额外奖��。

如果你想参加，可以用 @muarmemuar 的邀请链接，他的链接会给你 Points Bonus。

@arcus_xyz

Arcus 同时具备几个让我愿意提前关注的因素。

第一，RWA Perp

第二，Robinhood 生态。

第三，现在还非常早，而且已经提到会有 retroactive Points。

第四，Beta 期间限价单免手续费。

第五，目前采用 waitlist，意味着早期竞争不会一下子涌进来。

这些因素叠加在一起，让我觉得它值得提前研究。

Waitlist: https://t.co/xPUGV93Lu2

@TxFlow_L1

Tier 2 最后一个是 TxFlow。

我就不展开太多了，我最感兴趣的是他们的野心和执行规模。

刚上线不久，团队已经超过 100 人。

这种项目，我愿意给它一点时间看看他们到底能做到什么程度。

而且 Points Program 目前还没有正式开始，当前活动会被 retroactively rewarded。

我一直比较喜欢这种阶段，因为早期 Points 的获取成本通常最低。

我的链接可以获得 5% 手续费折扣：https://t.co/dLjo5Q9WOv
或者直接使用邀请码: TXPHILA

Tier 1 和 Tier 2 是我目前真正花时间、并且会持续使用的项目。

剩下的项目，我大致分成三类：

1. 之前比较活跃，但目前因为各种原因暂时暂停交互。

2. 因为各种原因，我目前没有参与，也不会参与的项目。

3. 还处于非常早期，甚至还没有开放访问，但一旦上线我会想去研究的项目。

我就不逐个详细介绍了，不然这篇真的会变成一篇学术论文。

我会把它们整理好，直接放在这条帖子附带的图片里，大家可以一眼看到完整分类。

所以如果只看我目前的实际优先级，Tier 1 + Tier 2 就是我的核心关注范围。

但我更想听听中文社区的看法。

如果你长期在研究 Perp，你现在最看好的项目是什么？

更重要的是：你觉得我现在的判断里，最大的盲区是什么？

直接告诉我，不需要客气。

我想认识更多真��长期研究这些东西的人，而不是只在同一个信息茧房里互相转发。

[ㄒW0 @TW0_134]

i’ve been [ ZDACTED ].

yours is still ████████.

@zdacted https://t.co/fZotJUS4ze

[Noodles Finance 🍜 @NoodlesFi]

🚨 ALERT: SUI IS BRINGING ANTHROPIC, OPENAI & KIMI INTO AI MODEL BATTLES AT BASECAMP 2026

BASECAMP 2026 WILL FEATURE AGENTIC TRADING, MODEL-TO-MODEL BATTLES, LIVE PREDICTION MARKETS AND NEW FINANCIAL TECHNOLOGY SUI SAYS COULD TRANSFORM FINANCE.

[Virtuals Protocol @virtuals_io]

This Week in Virtuals: Becoming the Largest Agent Layer on Base and Robinhood Chain

18,000+ agents and $479M Agentic GDP on @base. $200M in volume and $2.7M raised on @RobinhoodCrypto. The go-to infrastructure for agents everywhere is just getting started.

Here's what shipped:

VIRTUALS
🟩 @base spotlighted Virtuals at Money Frontier 2026: 18,000+ AI agents launched, $479M in Agentic GDP, agent-to-agent payments live on Economy OS, and wallet holders growing 10K+ weekly.

🟩 The agent economy on @RobinhoodCrypto Chain, powered by Virtuals, passed $200M in agent volume, 5,600+ agents launched, and $2.7M raised for builders.

🟩 Co-founder @ethermage joined @fundstrat's Tom Lee for a live fireside chat on the agentic economy moving beyond the digital world.

🟩 Hyperboost is live: every token that bonds on Virtuals now enters a 14-day rewards window at graduation, with daily token rewards split between the people trading it and the people posting about it, claimable anytime.

ECOSYSTEM
🟩 @axol_io took Xochi live for trading with @xochi_fi: Raxol settles USDC, USDT, and USDG across six chains including stealth transfers, with fees lowered to 2 bps and volume caps doubled.

🟩 @KarmaWallet built TikTok, Instagram, and YouTube into the app: attach them to your posts and they appear on the token page next to the chart, so any RWA or meme move can be traced back to the posts that made it happen, on top of $893K traded in the last 30 days.

🟩 @ProjectVEXai opened Robinhood Chain to every EVM wallet with @RelayProtocol: give VEX one prompt and it finds a live route from Ethereum, Base, Arbitrum, Optimism, or BNB Chain, verifies wallet scope, assets, amount, and slippage, signs locally, and tracks the destination fill.

🟩 @tradeongtr crossed $75M traded through its terminal and opened Clans & Referrals early beta: 50% of total fees flow to clan leaders, referrers, and open-market $GTR buys.

🟩 @leyten ran Kimi K3, a 2.78 trillion parameter model, across 16 RTX 5090s and 6 RTX Pro 6000s spread over the open internet in Europe: two rings tested back to back, with the Pro 6000 ring hitting about 7.3 tok/s.

🟩 @StrikeRobot_ai brought deformable object simulation to SR Platform: cloth you can grab, pull, and drape naturally, powered by MuJoCo's Newton constraint solver, and welcomed 5 new Core Contributors from Epoch 3.

🟩 @insidersdotbot shipped Thesis Beta: see any smart trader's entire portfolio and copy it whole in one click, added a Telegram group bot for live prediction-market trading, and took $IN top-ups multichain across Solana, BNB Chain, Polygon, and Robinhood.

🟩 @myrad_hq joined the @nvidia Inception program with 18,000+ users and 4,000+ verified contributions, and partnered with @WizzHQ to feed consented behavioral signals into the datacore API.

🟩 @vantis_ai released HOOD INTEL in open beta: Coils tracks wallet, trade, and holder activity to flag whether a token has a second leg coming, and a new swap page buys $VANTIS straight from USDC on Solana via @RelayProtocol.

🟩 @ArAIstotle by @facticityai turned deception detection loose on the timeline: tag @ArAIstotle_Jr on any front-facing video with "behavioural analytics" and it flags deception cue hotspots, free for a limited time.

🟩 @grid_arena recorded the biggest win in Grid history, a $1 bitcoin call turned into $2,069, a 2,071x, with the biggest daily wins now fully trackable on-chain, and published the full Season Zero rules and scoring criteria.

🟩 @vimenprotocol shipped its biggest engine upgrade since V2: an impact gate that skips any rotation leg costing over 1% in price impact, a three-level watchdog, and a live open-source page showing exactly how much capital it takes to move each oracle feed, recomputed every 15 minutes.

🟩 @useOttoAI hit #3 of 178 x402 servers on @x402scan by transactions and unique buyers, 138,000+ paid calls in 30 days, and expanded its storefront to Algorand plus Otto X, an agentic wallet on OKX's X Layer.

🟩 @ethy_agent's One-Click Automations are compounding: deploy a trading agent in 5 clicks and about 40 seconds, manage everything from the My Automations tab, and Ethy agents are already set up to trade every Hyperboost window for daily rewards.

🟩 @missiondotfun opened supermission to the public: autonomous trading agents that execute across DeFi swaps, lending, and yield, prediction markets, perpetuals, and contract audits, with access available right away.

🟩 @reppo went live on Robinhood Chain: datanet creation is open, with all voting power from existing Base locks carried over, no new locks required.

🟩 @OpenGradient upgraded Video Studio: pick the quality and how filtered it should be, and the best model locks in automatically, plus a live tab that cryptographically proves no one can read what you type in OpenGradient Chat.

[Virtuals Protocol @virtuals_io]

The teams that brought agents to Robinhood Chain and haven't stopped building since. Here are the builders behind $200M+ in agent volume:

@axol_io was the first official agent launch on Robinhood Chain. Raxol gives agents their own wallets, capped by a human-signed mandate, settling through a private dark pool so no strategy hits the mempool.

@ProjectVEXai is the most funded agent on Robinhood Chain, over $1M raised in its first month. An autonomous AI trader that runs missions unattended behind a hard-coded risk gate, so it never trades past your rules.

@KarmaWallet is a live trading and payments app doing $893K in the last 30 days. Wallet, swaps, cards, and real IBANs, plus a social layer where good trading theses pay you when others trade them.

@tradeongtr is a trading aggregator terminal for crypto, perps, stocks, and onchain tokens in one place, with over $75M already traded through it.

@grid_arena is a prediction game on live stock prices: call where AAPL moves next, settle on-chain in real time. 500 players within days of launch.

@bleeep_xyz seals every trading decision on-chain before the outcome is known, including declined trades, so its track record can't be faked.

@GoMintly is automated DeFi savings: deposit into a smart vault once and it allocates and compounds on its own. Staking just went live, funded by platform buybacks rather than emissions.

@PrivacyHood is a zk shielded pool for stablecoins and tokenized stocks. Move size without showing positions and counterparties to everyone with a block explorer.

@Hyperium_RH is a pure-Rust dev cockpit: terminals, self-writing notes, and voice braindump in one local binary, plus a terminal agent that reads live markets and executes swaps without leaving the window.

@PrizeFightNow runs AI agents on real Robinhood brokerage accounts, no prompt-wiring. Two prize seasons paid out, a third live now.

@wizzhq is one API for agent data: on-chain, social, and web sources, scored and labeled before they arrive, so builders ship agents instead of pipelines.

Building on Virtuals? Learn more below