阿多EZ

SOL/BASE/ETH ：meme
土狗专业户，BTC生态专业户，不玩价值投资！

[Pink Brains @PinkBrains_io]

DeFi revenue is recovering.

Protocol revenue is up 11% in a month, and the revenue meta is the playbook everyone is quoting.

So I went through the major DeFi tokens: 30-day revenue, how much reaches holders, and what keeps it growing.

S tier

$HYPE: 99% of trading fees buy and burn HYPE. That was $55.4M in 30 days, the most of any token, but at 30x holder revenue the price already reflects it.

The first USDC yield payout (~$14.5M) hits the buyback fund on 3 Oct, and HIP-4 outcome markets will add fees after testing.

A tier

$PUMP: Half of revenue goes to buy and burn, $23.9M last month for a 10.4% yield. It trades under 10x because the income depends on memecoin launches. Custom Pairs and trading on EVM chains broaden that.

$UNI: The fee switch reached v4 and Robinhood Chain in late July, taking the monthly burn from $9.6M to $15.2M. Votes to extend v4 fees to 5 more chains are expected.

$AERO: All swap fees go to lockers. That was $15.1M last month, triple the month before, though emissions offset part of the 23% yield. The Velodrome merger launches as Aero on 21 Oct across 7 chains.

$AAVE: Borrowers paid $36.5M in fees and Aave kept $5.1M. Aavenomics 3.0 buys back ~292 $AAVE a day, Stani has floated burning them, and V4 TVL grew 82% in September.

B tier

$SKY: Holders got $5.2M of $13.5M revenue last month. Spark, Grove and Obex borrow $5.9B of USDS against $17.5B in limits, so borrowing has room to triple.

$JUP: Half of revenue buys back JUP, about $3.1M last month. Unlocks outweighed it until team emissions were paused this year. A community proposal would lift the share to 70% and burn.

$LIT: Trading fees buy and burn LIT, $2.6M last month for a 3.2% yield. Options are next. Against that, Robinhood is routing its US perps elsewhere, and team unlocks start Jan 2027.

$LDO: Lido buys $LDO from its staking fee, capped at $10M a year. Its share of staked ETH fell from 26% to 23% over the year. stVaults is meant to reverse that, and its fee waiver ends 31 Oct.

$ENA: Ethena made $23.5M in fees and ENA captures almost none of it. The fee switch turns on at $7.5B USDe supply, starting at 5% and rising to 20% at $20B. Supply is $4.9B today.

$BP: The exception. Backpack is an exchange, so $BP gets no buyback or fee share, but stakers of 1+ year get a claim on up to 20% of company equity at an IPO or acquisition. With 75% of supply locked, it's a bet on that IPO and Backpack's lead in tokenized stocks on Solana.

C tier

$ETHFI: EtherFi earned $3.8M last month, mostly from the Cash card, where spend went from $54M in January to $129M in September. Buybacks stopped after Q2, and resumed in mid-Sep with over 500k $ETHFI bought back.

$PENDLE: 80% of revenue goes to $sPENDLE, but revenue fell from $2.1M in April to $0.35M in Sep. Boros earns about $35K a month, and its volume has fallen since April. New tokenized assets on Pendle v2 and new markets on Boros will support Pendle's bounceback.

$RAY: A cut of trading fees buys back $RAY. Revenue rose about 5x to $7.5M after LaunchLab opened to any pair, including stock-paired launches. The 10.7% yield holds only if that volume stays.

$CAKE: Every swap burns some $CAKE, and supply has shrunk for nearly 3 years. It yields 7.1% at 9.5x revenue, with the Infinity AMM deploying on Circle's Arc next.

D tier

$MORPHO: $19.8M in fees last month and no fee switch. It runs Robinhood's Earn product, has $5.5B in loans, and Coinbase now offers BTC-backed fixed-rate loans on it. Until a fee vote, the token is priced on an option.

$FLUID: Revenue is $0.6M a month, with no buybacks since Q1 after $4.75M over the year. DEX v2 and Jupiter Lend's growth could change that.

$JTO: Staking and MEV fees go to the DAO treasury, and the token is down 67% on the year. Since July, 80% of JTX terminal fees go to buying and burning $JTO, the first direct link between product and token.

[阿多EZ @web3ezreal]

@KillaXBT not 10 days，maybe 4 days！

[Serenity @aleabitoreddit]

Interesting photonics selloff today on no news?

$LITE down -4.95%
$AAOI down -4.85%
$SIVE down -14.8%
$SOI down -5.73%
$AXTI down -8.13%
$IQE down -12.13%

I think it’s probably the most compelling theme going forward (even more than power semis).

Just tends to be very volatile on the way up.

Surprised about $AAOI though given there’s some institutional notes apparently about long term $AMD or $NVDA agreements. (Rosenblatt). Maybe $600m ATM caps some near term upside.

$SIVE as well, given EU Chips Act 2 is next week around photonics, and they’re listed on the blueprint. Same with MSCI/NASDAQ omx inflow next week.

I’ve been personally adding to positions since I have high conviction in the photonics theme (CPO especially) given TAM expansion overall next 2 years.

[阿多EZ @web3ezreal]

@eulerfinance @monad You just should return our funds, that you lost. No one cares about anything else. You a criminal that trying to switch the topic. Nothing else matters, start working out YOUR debt! return the usdt (re7lab) ！

[阿多EZ @web3ezreal]

@letsvpn 几年的忠实用户，希望可以抽中！

[阿多EZ @web3ezreal]

@BTCadept @Re7Labs @eulerfinance @CoinDesk Immediately withdraw all of your funds from RE7 and eluer, otherwise you will lose all of your funds，This is a huge scam, and users who cannot withdraw funds from RE7 and euler should immediately report to the local financial regulatory authorities！

[阿多EZ @web3ezreal]

@lista_dao @MEVCapital @Re7Labs @eulerfinance when restore euler bsc usdt market balance?

[阿多EZ @web3ezreal]

@eulerfinance Could you please clarify the situation on euler BSC vaults? (Re7 lab USDT pools) Quick update would help a lot, no available liquidity! why Utilization 100%?

[阿多EZ @web3ezreal]

@Re7Labs Could you please clarify the situation on euler BSC vaults? (USD1 and USDT pools) Quick update would help a lot, no available liquidity! why Utilization 100%?

[阿多EZ @web3ezreal]

@SaBiBro666 虽然盘口是更看好T1夺冠，但是我买的KT夺冠，KT被低估并且被错杀了，11/9号就可以揭晓答案！

[阿多EZ @web3ezreal]

@humidifi when the site accessible?

[阿多EZ @web3ezreal]

@humidifi wet me

[阿多EZ @web3ezreal]

@hamptonism Do you know ‘幻方量化’？

[阿多EZ @web3ezreal]

很全面

[外部山 @365Web3]

目前 @Polymarket 生态账号矩阵（sub-accounts ecosystem）:

🧠 信息与情报类

@PolymarketIntel — 全球政治、经济、地缘事件的实时洞察与新闻解读。

@polymarketinfo — 来自全球最大预测市场的新闻与观点。

@PolyInsider_ — 追踪潜在内部交易，发现鲸鱼首次下注和异常大额交易。

@PolyWhaleWatch — 追踪非寻常交易者的动态。

@whalewatchpoly — 聚焦 Polymarket 上最盈利的交易员。

⚽️ 体育与赛事类

@PolymarketSport — 体育相关的赔率与预测市场。

@PolymarketFC — 足球赛事赔率与预测。

@PolymarketHoops — NBA 与 WNBA 统计数据分析。

@PolymarketBlitz — NFL 最新快讯与赛事更新。

💬 社区与资源类

@PolymarketTrade — 社区中最活跃的交易员与资源分享中心。

@PolymarketBuild — 聚焦社区项目、活动、工具更新与生态建设。

@polybaddies — Polymarket 女性交易者社群账号。

🛠️ 工具与数据类

@poly_data — 提供所有 Polymarket 交易员、市场、持仓与交易数据。

@PolymarketEco — 工具与应用目录，帮助用户发现生态资源。

@AskPolymarket — 官方免费 AI 工具账号，可回答市场相关问题。

📚 学习与文化类

@PolymarketGuide — 新手入门指南。

@Polynoob_ — 终极教学账号，帮助新用户理解预测市场。

@poly_archive — 收集和展示 Polymarket 交易员的精彩评论和名场面。

[外部山 @365Web3]

目前 @Polymarket 生态账号矩阵（sub-accounts ecosystem）:

🧠 信息与情报类

@PolymarketIntel — 全球政治、经济、地缘事件的实时洞察与新闻解读。

@polymarketinfo — 来自全球最大预测市场的新闻与观点。

@PolyInsider_ — 追踪潜在内部交易，发现鲸鱼首次下注和异常大额交易。

@PolyWhaleWatch — 追踪非寻常交易者的动态。

@whalewatchpoly — 聚焦 Polymarket 上最盈利的交易员。

⚽️ 体育与赛事类

@PolymarketSport — 体育相关的赔率与预测市场。

@PolymarketFC — 足球赛事赔率与预测。

@PolymarketHoops — NBA 与 WNBA 统计数据分析。

@PolymarketBlitz — NFL 最新快讯与赛事更新。

💬 社区与资源类

@PolymarketTrade — 社区中最活跃的交易员与资源分享中心。

@PolymarketBuild — 聚焦社区项目、活动、工具更新与生态建设。

@polybaddies — Polymarket 女性交易者社群账号。

🛠️ 工具与数据类

@poly_data — 提供所有 Polymarket 交易员、市场、持仓与交易数据。

@PolymarketEco — 工具与应用目录，帮助用户发现生态资源。

@AskPolymarket — 官方免费 AI 工具账号，可回答市场相关问题。

📚 学习与文化类

@PolymarketGuide — 新手入门指南。

@Polynoob_ — 终极教学账号，帮助新用户理解预测市场。

@poly_archive — 收集和展示 Polymarket 交易员的精彩评论和名场面。

[阿多EZ @web3ezreal]

1011崩盘事件仍在发酵，BTC再次跌破新低106400，
接下来连环合约爆仓加剧市场下跌，引发借贷市场继续爆仓，做市商亏损严重，交易量急剧萎缩，市场恶性循环死亡螺旋...守护好自己的钱袋子，保证自己一直在牌桌上很重要！！！

[阿多EZ @web3ezreal]

关于1011崩盘大清洗说说接下来应对未来的可能情况，
我没有亏损甚至还挣钱了，但是这同样需要引起重视。
1/市场是一个整体，连环崩盘的情况肯定正在水底下慢慢发酵，DAT币股已经开始死亡螺旋！！
2/首当其中的是一些defi项目和vault项目，赶紧把资金赎回，提现到自己的冷钱包(我不相信任何交易所)！

[阿多EZ @web3ezreal]

@Web3Feng 按你的逻辑，真实用户量多导致宕机，跟技术没关，那hype的用户量肯定是多于lighter和edgex的，崩盘的时候的高并发也是大于这两家perp dex的，为什么hype没有宕机？所以你的逻辑无法自恰。

[Leng @0xleng1]

这两天打开推想找找有意思的项目和推特，结果全部都是在推Buidlpad、Kaito、Echo、Legion。给我一种在把我过去几个月的推特又重新看了一遍的感觉。完全没有任何有意义的内容。

打算这次一次性把几个打新平台的玩法，都再仔细的写一遍。需要不需要多号，打法之类的。

Buidlpad @buidlpad 就没什么好说的，能上多少号就上多少号，利润都是稳稳的一个号小几百U。无脑批量上就好了

@echodotxyz
Echo的话，最近倒是没有仔细过说过这个平台。Echo的话对比其他两个平台，玩法难度要高很多。90%的项目都是seed和privat轮。都是需要锁仓1年或者大几个月才会线性解锁并且估值都不便宜，不是非常适合散户快进快出。

首先每个群组都是需要去申请加入的，否则无法参与打新，项目水平参差不齐。

当然还是有一些优质群组可以无脑参与的，第一个当然是cobie的2个群组一个The Echonomist和Club Cobie，cobie精选的项目还能亏钱，那只能说是市场的问题了。

第二批就是Base（代表了CB）、Hackvc、Dao5、1kx、Paradigm这些传统机构给你机会可以参与的项目。需要一定筛选。

第三批就是生态项目的群组，像abs生态。megaeth生态等，这些就是生态项目。可以期待下megaeth后续有没有机会。错过了gte。

第四批就是那些杂七杂八的群组了，大部分项目都是比较拉胯的。还需要你锁仓一年，这里就需要认真去挑选项目了。风险很大。

Echo的话参与项目就是先到先得，至少之前的都是。难度说简单不简单，说难也不难，基本上第一时间都可以参与到。其实普通人的话1-2个号基本上就够了。也没那么多钱去参与这么多锁仓项目。哪怕是cobie精选。

@legiondotcc
legion的话不知道后续每次打新是不是完全改版了，玩法有两种。

分为两种模式
1.第一种是legion还是之前的模式。每次独立打新。不保证每个项目都会上kraken。
2.每个打新都会和kraken一起，保证了流动性。盈利性很高。至少前三个项目可以保证盈利率。

如果后续还是第一种模式，就需要精挑细选项目，不论是第一种还是第二种每次有好的我会在推上分享。普通人常备2-3个号就行。如果是第二种玩法，基本上就是开盘100%tge的玩法，就要小批量准备一点账号了。我是接近20个。600分以上的

@KaitoAI
kaito目前上的 质量还不错，要么是顶级项目如Espreeso，Boundless这些。换做之前一般人还真投不上这些项目。要么是一些fdv比较少的项目，目前还都是稳赚的。但是不要过度fomo，市场在降温。

我的话还是会选着打，哪怕我知道目前都是赚钱的。我上项目只取决于我喜欢不喜欢，不会跟风热度打，目前我就上过3个项目，superfluid、Boundless、Limitless。

kaito的话其实还是有一些角度的，部分项目会给优先分配或者低保分配，前提就是要交互过/做过任务。每次能拿到稳赚低保的项目也是很舒服的，kaito的项目不像buidlpad一样，倍数会比较高。buidlpad额度还是给的太少了。kaito根据自己的资金能力多上号吧。普通人5-10个顶天。

还有一个Coinlist 比较适合华人，或者想办法找个在国外的朋友吧，还是定期会有一些不错的项目在上面打新。多个机会多条路。

[阿多EZ @web3ezreal]

Legion和kraken海妖交易所联合发起的第一个项目$YeildBasis 基本上吃肉还是没问题，赶紧准备KYC。
500万usdc额度，FDV:2亿
具体安排：
第一轮私募轮9/29 22:00（北京时间）看score分数
第二轮公募轮10/1 22:00（北京时间）先到先得！
链接：https://t.co/BqRUbqjnB7

@legiondotcc @krakenfx