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$FLUID @0xfluid USDT Futures is now live on #Bitget, with up to 75x leverage and trading bots support.
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We've added an additional 10K $FLUID to the bonus pool and extended the deadline to Sep 10!
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橙子晚间解读 8.7
大盘反弹,降息牛预期继续增强,昨晚高盛宏观团队直接发文说9月降息50基点已经成为基准情形了,当前市场还是低估了这种可能性。昨晚有3位美联储官员都开始预期9月降息了,这些都是上次fomc会议明确支持按兵不动的,看起来这次非农让美联储彻底转向了
我估计鲍曼、沃勒这俩很快就会公开支持降息50基点了。目前cme预期的9月降息25概率相比前天提升到93%以上了,也就说现在降息25基本已经完全定价了,如果降息50那么降息牛行情可能会提前开启。另外昨晚消息说川普要提前任命新的美联储主席,目前已经锁定4人了,前二分别是凯文沃什30%概率,哈赛特26%,另外两个是马尔帕斯和沃勒,其中哈塞特和马尔帕斯相对更加鸽派,如果这俩期中之一成为新的美联储理事,对市场绝对是大利好,也及就是这两天的事儿了。
昨晚川普确定了将对芯片和半导体征收100%关税,不过如果承诺在美国只在,则免征关税,苹果和台积电等芯片相关股票因为宣布将在美国投机建厂出现暴涨;另外其他关税谈判还在继续,对印度加征25%关税,不过苹果在印度的产品不受影响;美日贸易协议分歧持续,美国计划现有关税基础上加征15%关税;瑞士为39%关税谈判失败;韩国、欧盟也在和美国继续谈判敲定细节,现在川普就跟黑社会差不多,只要愿意交保护费就能减税。另外这两天就是川普给俄乌谈判的最后期限了,据说这事儿出现转机了,有可能推迟,川普说是最早下周和普京会面,然后再见泽连斯基。
说回市场,昨晚大饼和以太的etf资金都重回净流入状态了,虽然不多大饼流入9000w,以太流入3000w,但对市场的情绪带动作用还是明显的,然后财库公司继续唱多,saylor回复提问直言买大饼是迄今收到的最好的投资建议,bmnr创始人tom lee 表示现在买eth就像2017年买大饼,将有人后悔未在此刻押注,按照2021年ETH/BTC高点汇率,现在ETH应该是1.6w美元;Placeholder合伙人继续看多ETH/BTC汇率上涨;渣打银行认为以太坊财库公司现在非常值得投资,优于美国现货以太坊ETF,原因是以太坊财库公司能比美国现货 ETH ETF 提供更好的以太坊价格升值、质押收益以及每股 ETH 增长的机会,而美国现货 ETH ETF 目前无法参与质押或DeFi。按照这个来看,后面质押ETF通过还会有一波强烈的fomo啊。
今天以太持续站稳3700,sol冲破170,山寨基本都处于普涨状态,其中DEIF走势最强, $ena $fluid $pendle $dydx 等项目都是涨幅榜前列,现在市场已经有明显的defi summer 前兆了,现在ETH上基础质押3%年化,但是衍生品收益基本都能到10%左右,资管、机构都在找更高的APY,很想2021年YFI出来的时候,然后稳定币的收益也很夸张,ena和aave合作的稳定币池子能给到12%的年化,我最近几天一直观察TVL数据,基本上每天都在涨,感觉现在玩家正在从链上pvp转移到质押、再质押、固定收益、挖矿上面,如果这个叙事持续发展然后再有一些创新点出来,可能defi summer就真的回来了,所以本轮押注公链、defi大基建龙头的策略是没错的。

$FLUID : one of the most slept on DeFi Fundamental Play with 0-1 Innovation, and Proven Tractions.
Get more than 76,000 USD worth of $FLUID in rewards when you deposit USDT or USDC on @0xfluid!
🗓️ Ends on Aug 11
Start now:

🎯 Trong số 45 dự án có TVL nhất thì 44% các dự án đã list Binance
Liệu đây có phải là cơ hội list đầu tư các dự án trước khi được list @binance ?
Trong bài này, mình sẽ list cho anh em các dự án để dễ theo dõi 👇
🔥 New Listing: $FLUID from https://t.co/l3EgEtlXh7 Pilot Section @0xfluid
🔹 Trading Pair: $FLUID / $USDT
🔹 Trading Starts: 14:00 PM, March 27th (UTC)
Trade: https://t.co/S4TYWwRIhS
Seize the next potential token: https://t.co/pgrzFYauMA
More: https://t.co/EqwT4PCIVe
#MemeBox #GatePilot #Gateio #Memecoin

秉持长期主义的defi团队还是会被市场发现,从morpho到这次的fluid。一直坚持在defi一线,总会挖掘到隐秘的刚需,fluid从最开始的循环贷功能开始,到现在全面致力于优化lend和dex的流动性,提升资金效率,深受巨鲸用户和机构用户的欢迎。恭喜fluid守得云开见月明,也欣见okx在解决了sec危机后重启新资产上线。fluid的进一步介绍,可以看3d的视频:https://t.co/yZS2JB8XV1
📢 #NewListing
#OKX will list $FLUID @0xfluid!
🟢 $FLUID/USDT Spot trading will begin at 10:00 AM on March 27 (UTC)
More:

Top 10 projects with the highest trading volume growth in the past 12 months: $THE (188.9x), $COW (57.8x), $ACX (31.8x), $FLUID (14.7x), $TON (9.5x), $AERO (9.3x), $VELO (5.0x), $WELL (4.1x), $AAVE (2.5x), and $CRV (2.49x)
Data Credits: @dyorcryptoapp

5/ @0xfluid ( $FLUID )
本周重要的催化剂汇总:
二级市场情绪持续下跌,大部分项目会被淘汰,新叙述项目会在市场低迷期间迅速占领市场。
1/ $HYPE ,HyperLiquid 推出了 HypeEVM,为生态系统经济注入了通用性和可编程性,另外HyperLiquid 的 Hyperdelta 将采用Derive 的风险引擎
2/ $M ,M^0 基础设施现已在 Arbitrum 上线,此次扩展采用了 Wormhole 的 NTT 基础设施。
3/ $LQTY ,Liquity 协议正在重新部署其 v2 合约,以修复稳定池中的问题。如果您在之前的部署中开过仓,请务必将其平仓。
4/ $PYTH ,价格预言机的 Pyth Network 已扩展至 HyperLiquid,HyperLiquid VM 上赞助了 20 个项目的数据。
5/ $FLUID ,Fluid 推出了 Fluid Lite
6/ $FXS ,Frax Finance 利用 LayerZero 技术扩展 frxUSD 的跨链服务。
7/ $S ,GammaSwap 协议支持任何代币的免许可杠杆交易,未来将扩展至 Fantom 的新版本 Sonic。
Fluid在交易量上经常翻转老牌头部dex,目前来看Smart Collateral和Smart Debt这块的设计很成功,又能够在不排放代币通胀的情况下为LP产出Real Yield,算是这个周期DeFi比较聪明的创新。
之前Space聊过2次的 $FLUID
中文区没人说,我今天开始纳入观察列表,顺便讲两句
有几个逻辑Update一下给各位
1.DEX的交易量突然冲到了第三,紧随着Uniswap和Curve等老牌两大高峰,说明得到了鲸鱼和OG们的认可
2.CEX只上了Bybit,Bybit的Listing组专业度很高,之前讲过。因为这个币并不是热门币,所以Bybit的100多万美金的上币费肯定是跑不掉的
3.CMC排名只有3222位,FDV只有5亿,还算合理。实际按照我的二级观察来看,庄家的控盘率应该是70%左右,散户平均成本$6.3
4.我4年前就交互过他们的协议instdapp,产品力很强
5.Fluid走的是我们之前分享过的PoolAbstraction,池抽象叙事,这个和Uni的V4叙事有分庭抗礼的感觉
我目前只建了一点蚂蚁观察仓的原因是:
我担心庄家担心市场整体下跌散户担心不敢卖入最后庄家做市强度短期上不来


$FLUID Flywheel is set to explode in 2025
- @0xfluid is building a liquidity layer for the entire DeFi space, which will also include RWAs.
- Fluid has released one of the best new DeFi innovations of the year, allowing lenders and borrowers to use their debts and collateral as liquidity in pairs on Fluid DEX, creating extra incentives.
- Fluid DEX is integrated with a liquidity engine from Fluid Lending, which manages the constant flow of liquidity from lending to DEX while ensuring LPs receive the best incentives in the space.
- Fluid Lending has seen around 80% growth in lending users over the past 30 days, with approximately 7,000 users lending on Fluid right now.
- Fluid DEX has become the fastest-growing ETH DEX, capturing around 3% market share and achieving an average daily trading volume of $100M over the past 30 days.
- Fluid will announce a buyback once annualized revenue reaches $10M. Currently, it stands at $6.82M. With the current growth rate, they could switch to buyback in the next five months. However, I expect trading volume and lending-side TVL to increase by at least 2x in the next six months, potentially bringing the buyback period to three months.
- Fluid Governance will decide what to do with tokens from the buyback—whether to burn or distribute them.















































