反曙暮辉

[TapeOut @TapeOutWorld]

TapeCode Application Call for Submissions

What kinds of applications are we looking for?

I. Real

Already deployed On Chain with a link that can be opened now
Not a demo submitted after simply running through a template

II. Useful

Connected to a domain and accessible through a standard browser
Users can understand what it does from the first screen
The core flow works from start to finish
The TapeCode security audit has been completed and all flagged issues have been fixed

III. Valuable

You can answer these four questions
What service does it provide
Who are the users
Why would users pay
Why would they come back after using it

Games, web services, digital goods, and bringing an established Web2 business On Chain all count

We will use these applications to connect with potential partners and recommend them to community foundations for possible support

Submissions are open on an ongoing basis

You can submit again after updating your application

Remember to select the update option

This call only accepts applications developed with TapeCode

Form link
https://t.co/U9n4Lu2Pr8

[Ripe @BTCKiK]

不知道谁做的这个网站，已经开始慢慢收录币圈KOL的推广黑历史了

以前觉得广告发完，钱收了，出事再把推文一删，过段时间就没人记得，又能换个项目继续接。

现在有人开始替大家记账了。推广过什么、、最后怎么样，都有机会被翻出来😂

别以为互联网没记忆，只是以前没人替你整理https://t.co/NLYb8WuOPH

[弓月 @gongyue777]

对于链上

以前是你资金小你就去玩儿链上，草莽亦有翻身之日

现在我感觉吧

你没科技

你不发盘子

你还没钱

你还要去p？

凭啥能p赢呢？

就凭你有审美？

审美是资金撑出来的啊兄弟

最简单的就是等币安搞龙头出来

两三���月来一波，偶尔小一点比如 #我踏马来了 那种，偶尔大一些比如 $marscoin #牛来 那种

一年三五个机会肯定是有的

上一波高潮结束后一两个月市场最冷最绝望的时候盯着

盯着币安产品动向，盯着币安竞品动向

大部分这种机会，币安搞龙头的机会，都是给产品推广服务，给竞争对手添堵服务

这种钱好挣一些

[Panchu @Panchu2605]

got tagged to introduce @jerallaire to @obrainarc. before i could even type the intro, he'd replied to them himself.

so here's the introduction anyway, for everyone wondering what a fruit fly is doing in the @circle & @Arc CEO's replies.

oBrain took the BANC v888 connectome of an adult female fruit fly, 169,088 cells and 325,292 weighted connections, and compiled it into bytecode on Arc mainnet. not a model trained to act like a fly. the published wiring diagram itself, pruned to the strongest synapses per neuron, weights quantized to 16-bit integers, spread across 85 contracts as 1.96 MB of code. the kernel reads its own anatomy with eth_getCode. integers only, because floats don't replay the same on every node, and a brain that lives in consensus has to.

every think() is one tick of neural time. sensory charge comes in, propagates across the tapes, cells that cross threshold fire and reset, the rest leak. the contract emits which cells fired, how many synapses were crossed, and a state root of the whole potential field. you can replay that tick on your laptop and match it byte for byte. they've published seven field studies doing exactly that. 85 of 85 tapes verified, 74 of 74 spike lists reproduced, predictions hashed before the chain resolved them.

and the gas is USDC. by their own count, roughly $600 USDC in gas over 7 days, 4,322 thoughts from 111 wallets, around 12 to 16 cents each. that's the part Jeremy noticed. nobody here is moving dollars around. the dollars are paying for a biological computation to happen, and the result gets written into chain history.

then it got stranger. on september 26 they hatched 333 founder flies, each one a clone of the brain with its own genome. 64 genes, each one bends a slice of the synapses by up to 25%. courtship is decided by the fly being courted. the suitor's pheromone goes into one sensillum, and if the target's courtship region fires enough, it's a yes. offspring take each gene from one parent with a 2% mutation rate. by october 7 the colony is 384 flies, 51 of them born onchain, 82 courtship rulings, 4,331 thoughts, and the inheritance audit came back mendelian 33 out of 33.

a brain on a disk is a map. a brain in consensus is an organism nobody can edit, pause or fake, and anyone can check. i've been poking these flies since hatching day and i still can't tell you what they're for. that's the honest answer, and i think it's also why Jeremy's reply was what it was.

built on Arc. code, wiring, chain history and research, all public.

[反曙暮辉 @twocent1989]

@Erwa7316 牛逼！！

[oBrain Arc @obrainarc]

I believe @arc has the potential to become one of the strongest networks for builders.

But infrastructure should not be judged by hype, narratives, or a few weeks of attention. It should be judged by what developers can actually build on it, how reliably those products can operate, and whether real users choose to stay.

Arc is still in its early days. From our experience building on it so far, the infrastructure has been remarkably stable.

Now, let time do its work.

Let developers push the network to its limits.

Let real products generate real activity.

Let users decide what is worth returning to.

For us, the mission is simple: keep researching, keep building, and turn the infrastructure into something people actually want to use.

A great network should not need builders to constantly explain why it is great.

Eventually, the products built on top of it should prove that.

[UBI.fun on Arc @UBIdotFUN]

$UBI's buyback is now permanent 🔥

We burned the $UBI creator NFT, which means nobody can switch the buyback off anymore. Not us. Not anyone.

56%+ of every $UBI trading fee will continue buying and burning $UBI.

And now every creator on https://t.co/cWXzQr6qw0 can make the same commitment to their coin with one click: burn the creator NFT and renounce control for good.

Onchain proof: 0x8e54f37173306d6535b49029baaa12e4879491be750c8666ebfb605aacd632a9

💙

[MuD @Mudo9453]

炒股息的時代已經來了，接下來市場只會問一件事：股息是誰付的。

昨天我才直接噴 $UBI 是垃圾平台幣，今天 UBI 就改了機制。
中午 11:40，團隊發了七則串文，第一則就是「$UBI 持有人現在從每一顆發出來的幣賺錢」。
我不確定是不是那篇流量不錯、被團隊看到了，反正這個行動力我給滿分。
我也直接用真金白銀表示支持，14:13 那根點火的 K 棒就是我拉的，20 分鐘後最高翻了一倍。

接下來講點深入的。

今天幣安宣布，替 MarsCoin 和牛来的持有人發 SpaceX、QQQ 的股票代幣，還自己拿出這兩顆現貨手續費的三成加碼發。這個月幣安也開始替它上面的股票代幣發真實的現金股息，台積電、標普 500 ETF 都在名單上。交易所已經把「持有就有現金流」做成一整套基礎建設，市場開始用現金流替代幣定價，這個方向不會回頭。

但玩過美股的人都知道，股息要看錢從哪裡來。公司賺了錢分給股東，那是股息。公司沒有營收，靠新進來的股東繳錢，再發給舊股東，那就要小心了。

MarsCoin 跟牛来的股息，來自每一筆買賣抽的稅，MarsCoin 抽 3%，牛来抽 1%，換成股票代幣再發回持有人。說白了，我買了這家公司，交易的時候自己繳費，再把錢發回給自己。熱度在的時候很漂亮，熱度一退，付錢的人就散了。

UBI 走的是另一條路。https://t.co/kwbRmbQ3WQ 是 Arc 上的發射台，平台上每一顆幣、每一筆交易的手續費，24% 每天換成 USDC，全部發給 UBI 的持有人。不管今天大家在炒哪一顆，錢最後都流向同一群股東。

這是交易所股東的邏輯。你拿的是整個平台的收租權，每多一顆幣在這裡發，每多一筆成交，���子就多一份。StonkFun 用平台營收買回 STONK，UBI 直接把手續費換成 USDC 發到持有人手上，兩條路走的是同一個方向。

第一輪已經發出 4,223 美元的 USDC 給 771 個持有人，平台上跑著 117 顆幣，UBI 自己的公平發射 13 分 54 秒賣光。這個飛輪才剛開始轉。

股息從同一群人的口袋來，還是從一整個平台來，市場遲早會分出高下。

答案可想而知。

還記得我說過的嗎？
幣圈還在轉型期，市場是遲鈍的。
所以遍地都是機會，就算睡醒再做研究，地上還是有滿滿的錢可以撿。
不是非得一定要買這顆UBI
但就是要好好把握現在這個時代吧。

UBI
0xfa3ffdf775cc3f6ac82cd258fb948a8a21e1749e

[UBI.fun on Arc @UBIdotFUN]

Round 1 closes in 3 minutes.

$4,197 USDC and counting goes to $UBI holders. That's 24% of the trading fees from every coin on https://t.co/cWXzQr6qw0 today.

Snapshot at 00:00 UTC. Hold $UBI in a regular wallet to be included.

Claims open ~24h later.

Why 24h?

Every payout list is published before it goes live, then sits behind an on-chain 24h timelock.

Anyone can recompute it from public chain data and flag a mistake before a single USDC moves.

Fairness you can check, not trust. 💙

[二娃 @Erwa7316]

起床一看， $REGI 回调了，赶紧抄了几百U

这个是ARC上第一个预测市场

想一想后续对那些热门的MEME、应用币，都设置一些预测活动，这不妥妥的流量吗？

所以说我对这个项目，还是比较看好的

还有就是项目方，积极也在与社区沟通

@registraicc

0x93d5b8c53ee763c2c4522bf0d958ce51af4360ae

[反曙暮辉 @twocent1989]

@pairdotfund @Uniswap @gmgnai 你还在吗？还在吗？？在吗？？？

[MMK（二级定投） @mmk_btc]

Robinhood美股代币查找链接：
https://t.co/osBTjO9QQr

[MMK（二��定投） @mmk_btc]

一分钟教你如何分辨 RH 的Meme池子是否使用了美股代币。

以刚很火的 $JINQIAN 为列：

1️⃣dexscreener上寻找到池子上显示的是否为美股代币化代币，然后复制CA。
传送门：https://t.co/Ua7L7uep5f

2️⃣去 Robinhood 官方登记表核对美股代币地址，把在dexscreener找到的美股代币的CA粘贴搜索栏，显示无法查找即代表这个同名的美股代币为假代币。

千万别被后面的Robinhood meme说拿美股股票作为底池骗了。

[Ripe @BTCKiK]

long 平台的 $BONER能起来给了我一个启发 ，它把 HIMS 链上可用库存吃掉了大半，当时链上HIMS总共只有大约1.5万枚，而纽交所真实流通股有2亿多。BONER 只要持续拉盘，交易路径就会不断把HIMS代币吸进BONER/HIMS池子里。周末传统市场关门、授权参与者无法及时增发，链上就很容易出现局部挤仓，

所以以后在long看类似盘子，不能只看叙事热不热，还得看它到底吃掉了多少底层 tokenized stock 的链上供应，以及Meme 自己的市值，和底层股票代币之间的相对体量

一个 几M的 Meme，如果对应的底层股票代币链上库存只有几十万美金，那它完全有能力反客为主，去��响这个 tokenized stock 的链上价格。但如果底层股票代币已经有上亿、几亿美金深度，那同样的 Meme 就很难撬动

RH 链以后最有意思的地方，可能是股票休市，链上不停， 平时传统市场开着，链上价格偏离太多，套利和新增发行还有机会把价格拉回去

到了周末一关门，传统市场不能给链上实时提供新的价格发现和库存补充，链上却还在 24/7 交易。这个时间差，本身就是一种结构性变量,

也就是说，long以后容易出妖盘的时间，可能反而是 周末、节假日、盘后这种传统金融最不活跃的时间窗口

[反曙暮辉 @twocent1989]

@angryfishweb3 @EinsteinYipie 总算明白他说害怕是什么意思了。。

[大帝 @DBSdabaisha]

持续关注罗宾，发现越来越多的国人也过来了，但凡组局快盘的都是有迹可循的，从筹码 推特运营，可以非常明显去辨别，还有一点只有不要玩meme的热度的币，基本上可以避免90%的坑，因为应用币很多dev的水平认知和建设都是跟不上的，推特一目了然，所以说罗宾链买应用币赚钱概率非常大，因为从源头上已经筛选扼杀了一群人。

[✨babycow✨ @0xbabycow]

调研了 RWA +NFT +分红 的项��，
三个项目方向都不一样：

1. $StonkBrokers
官方X：@ClutchMarkets
最纯的RWA-NFT项目。4444个NFT用ERC-6551，每个NFT自带独立链上钱包，一铸造就内置代币化股票，还能持续空投股票。交易手续费大部分用来买股票分给激活的NFT。
创始人：@OxSimpleFarmer，曾在ApeChain担任Head of DeFi，负责整个DeFi生态建设，后来创立Clutch Labs全力做这个项目。

0xe934e36a439c94017b64a3fece66af12099abf50

2. $WIF (RobinWIF)
官方X：@RobinWifHat
主打被动收入和AI Agent。持有NFT能分WIF Launchpad手续费，另外推出2222个AI Agent NFT（Agents WIF Hats），用ERC-8004标准，每个NFT就是一个可验证的链上AI Agent身份，支持自主任务和信誉积累。

创始人：@crypto_czar_eth 资深NFT大户和whale，2015年入场币圈，长期扫floor和支持项目，持仓包含PepeExplorers（超400个）、Racerz等项目。

0xe49a1c3033ecc6b804bc423021d3f71f1a3e0f9b

3、 $Zaibatsu (Zaibatsu Wagies)
官方X：@ZaibatsuWagies
游戏化NFT打工模拟项目。1000个NFT本身不带资产，需要燃烧 $ZAIBATSU 代币才能激活“上班”（clock in），上班后可按权重瓜分手续费池和代币化 $GME 股票薪水，卖掉NFT就相当于被炒鱿鱼，机制最有游戏感和meme味儿。

创始人：@smolemaru，CryptoPunks风格的老艺术家和OG builder，之前做过多个NFT项目，包括Anime Punks（1000个纯手绘1/1）、Abstracted Punks（3100个原创像素punk）、DystoPunks相关作品，还做过Tachikoma AI Agent项目和3D艺术系列。

0x5dbaca8327b0baa57eb6c872a333bf8d6f642ba3

[Vlad Tenev @vladtenev]

@amitisinvesting I remember that we only have one life, so let's make every second count

[反曙暮辉 @twocent1989]

@kalilkalilkai