Notes
首个 layer2构建与 AI 聊天直接交易Perpetual DEX 启动
明天凌晨 1:30（北京时间）开启 $TRUE 第四阶段
今天参与可获得高达 420% 的奖励加成
https://t.co/xbH0oHAK05
@trueaitrading 是一系列专有的大型语言和强化学习模型，这些模型基于实时市场数据、订单流日志和用户交互进行训练。
它旨在用一个更简单、更高效的聊天机器人解决方案取代图表和传统的交易方法。
首个layer2上构建的，可以通过与 AI 聊天直接交易Perpetual DEX
明天凌晨 1:30（北京时间）开启
$TRUE 的代币销售第四阶段
今天参与可获得高达 420% 的奖励加成
TRUE has taken the Solana ecosystem by storm 💜
Stage 4 of $TRUE Token Sale goes live today at 01:30 CST.
The first perpetual DEX built on its own L2, where you can start trading just by chatting with AI.
Secure $TRUE with 420% bonus today 👇
https://t.co/dNtyPWP0FT
The $TRUE Dutch Auction is now live.
Combining AI execution, Solana L2 + ZK rollups, and copy-trading infra with transparent sale mechanics is a smart move.
Beyond the AI + DeFi angle, @trueaitrading is also rolling out an Investor Dashboard:
➜ Track your allocation in real time
➜ Boost it in later stages of the sale
➜ Claim seamlessly at TGE
Makes the process as intuitive as the product vision.
🔗 DYOR, but if you’re interested this is the sale link: https://t.co/hFdnoaJR0Y
🔑 Exclusive wallet addy for 1st stage:
Bu2i7QT4sw7kMsqjG2wu15ei4YQrNQmbGQJnvF2hrA6f
The $TRUE Dutch Auction is now live!
Stage 1 pricing makes early entries up to 8× cheaper than launch with discounts scaling down as supply fills.
@trueaitrading developed a transparent way to reward those who move first while still leaving room for later participants.
Official Token Sale Wallet Address:
Bu2i7QT4sw7kMsqjG2wu15ei4YQrNQmbGQJnvF2hrA6f
🔗Give a look with your eyes: https://t.co/WYLhe8sVAf
The $TRUE ICO is live and I didn’t want to miss it. I’ve already put some money in because this one feels different.
AI powered perp DEX on Solana by @trueaitrading: natural language trading, copy trading with risk controls, and 75% of fees going into token buybacks. Real product, strong mechanics.
Sale is happening now, you can still join:
https://t.co/oNt7ml6MnN
Wallet: Bu2i7QT4sw7kMsqjG2wu15ei4YQrNQmbGQJnvF2hrA6f
I’m looking for the $TRUE sale! ✅
I already mentioned this project before: the concept looks cool +. team at @trueaitrading might cook!
The team positions themselves as a Hyperliquid competitor, and I think they took some inspiration from their model! 💎
The sale starts today at 17:30 UTC: https://t.co/mCFjHNqeK6
this might be a cook but DYOR/NFA as usual 🙏🏼
🦬 The $TRUE sale has officially started!
TRUE is building a direct competitor to Hyperliquid — but on Solana, with AI at the core, smoother UX, copy trading, and CEX-level speed secured by blockchain transparency.
Why $TRUE stands out:
✅ AI assistant for simple, risk-checked commands
✅ Copy trading + liquidity vaults for passive strategies
✅ ZK-rollups & Verkle commitments → scale + transparency
✅ 75% of platform fees → token buybacks, tying value directly to real revenue
This isn’t just another token — it’s AI + DeFi designed for scale, backed by a team with real exchange and trading experience.
👉 Join the sale now: https://t.co/byDm6dsWEj
💳 Accepted: $SOL / $USDC
📜 Sale Wallet: Bu2i7QT4sw7kMsqjG2wu15ei4YQrNQmbGQJnvF2hrA6f
Don’t miss this entry — the earlier you join, the better the deal.
#Solana #DeFi #AI #Partnered
$TRUE - a new AI-DEX with a whitelist and ICO.
A new dex @trueaitrading on Sol is about to launch, everyone wants to grab a share in the pump-fun, the catch here is the AI that should analyze tokens, like the bots that currently do this on TG, plus buybacks like in pump-fun.
$TRUE is one I’ve been keeping an eye on.
@trueaitrading is an AI-powered DEX launching on Solana, kind of like Hyperliquid but with a twist.
AI tools are baked in to scan tokens, making trading smoother, and even copy strategies.
On top, they’ve built buyback mechanics
Decentralised trading meets AI. Built on Solana.
With $TRUE you can trade on a DEX using simple AI commands.
Think Hyperliquid, but smoother UX, copy trading, and easier access for everyday users.
Dutch Auction launch starts Sept 10, 17:30 UTC.
Join here: https://t.co/qLJTAxP2uI
Everyone’s chasing AI + DeFi, but $TRUE actually makes sense to me. It’s a new perp DEX on Solana by @trueaitrading with natural language trading, copy trading, and 75% of fees flowing back into token buybacks.
There’s a whitelist on https://t.co/oNt7ml6eyf (not public yet) and an ICO coming. The sale starts Sept 10 at 17:30 UTC with a Dutch auction, where early entries can be up to 8x cheaper.
I’ll be watching this one closely, feels like one of those early plays worth paying attention to.
$TRUE - a new AI-DEX with a whitelist and ICO.
A new dex @trueaitrading on Sol is about to launch, everyone wants to grab a share in the pump-fun, the catch here is the AI that should analyze tokens, like the bots that currently do this on TG, plus buybacks like in pump-fun.
You can submit a WL to the platform on the site (not publicly available yet) - https://t.co/V4iDO3ZXsP
There will also be a token ICO, since everyone wants to enter the market with a token, sales will be on the 10th at 17:30 UTC time. ( I might put in some of my own, BUT I won’t back it up in case something happens, I suffered last time so only bring what you can afford to lose)
Who’s watching $TRUE? 🦬
#partner
“Long BTC with 1% stop.” On CEX, it’s a click right?
Then why on DeFi, it’s a mess of wallets, contracts, and slippage?!
That gap is exactly what @trueaitrading is solving:
– AI assistant that executes natural language trades
– Solana + ZK rollups for speed and auditability
– Copy-trading with built-in risk checks
More than a token, this is an attempt to make DeFi as intuitive as CEX, without losing transparency.
The Dutch Auction presale of $TRUE kicks off Sept 10th and early allocations can clear at up to 8x cheaper.
Feels a bit like catching Hyperliquid’s playbook but on Solana, with AI layered on top. I’m curious if this is where DeFi finally starts feeling as easy as trading on a CEX.
🔗 Worth digging in if you believe AI + trading is more than a narrative: https://t.co/hFdnoaKoQw
$TRUE is one I’ve been keeping an eye on.
@trueaitrading is an AI-powered DEX launching on Solana, kind of like Hyperliquid but with a twist.
AI tools are baked in to scan tokens, making trading smoother, and even copy strategies.
On top, they’ve built buyback mechanics similar to Pump.
Whitelist apps are open quietly on their site (https://t.co/WYLhe8sVAf), not public yet.
Token sale kicks off Sept 10 at 17:30 UTC.
I might throw in a little myself, but same rule as always: DYOR!
Anyone else looking at this one??
AI is coming for DeFi. 🦬
I’m looking into $TRUE — an AI-powered perp DEX built on Solana.
Think CEX speed + blockchain transparency, with copy trading, AI-assisted commands, and a cleaner UX.
They’re building a direct competitor to Hyperliquid — but with AI at the core, smoother onboarding, and Solana’s scalability behind it. Add ZK-rollups + Verkle commitments, and you get real performance without sacrificing transparency.
The token model is strong too: 75% of platform fees flow back into $TRUE buybacks, tying value directly to usage and revenue. The more people trade, copy pros, or use AI tools, the stronger the feedback loop becomes.
Sale kicks off Sept 10, 17:30 UTC ⏳
👉 https://t.co/byDm6dsoOL
This feels like one of those rare early entries — AI + DeFi with real mechanics and a team that’s shipped in trading before.
#Solana #DeFi #AI #Partnered
v神半年前打的那个nft发币了 真他妈畜生 卖了1000多e 现在开盘加1e池子 纯割子 @VitalikButerin 你在搞什么啊哥？支持这种畜生项目
🚨 MORNING BID 🚨
🔸 Bumble ( $BMBL):
Q4 rev -4.4% YoY to $261.6M (est. $260.5M).
Q1 guide: $242M-$248M (below $256.9M est.), follows weak MTCH outlook.
🔸 Canadian Tire: Selling Helly Hansen to Kontoor Brands ( $KTB) for C$1.28B ($901.2M).
🔸 IFF ( $IFF):
Q4 adj. EPS $0.97 (est. $0.81), adj. EBITDA $471M (est. $458M) on $2.8B sales (est. $2.677B).
FY guide: sales $10.6B-$10.9B (est. $11.158B), adj. EBITDA $2.0B-$2.15B (est. $2.213B).
🔸 La-Z-Boy ( $LZB):
Q3 adj. EPS $0.68 (in-line), sales $522M (est. $516.54M).
Q4 guide: sales $545M-$565M (est. $565.47M), adj. op margin 8.5%-9.5%.
🔸 Toll Brothers ( $TOL):
Q1 EPS $1.75 (est. $2.04), revs $1.86B (est. $1.906B).
Q2 guide: deliveries 2,500-2,700 units, avg. price $940K-$960K. FY deliveries 11,200-11,600, avg. price $945K-$965K.
🔸 TrueCar ( $TRUE):
Q4 loss (-$0.07) vs. est. (-$0.02), revs $46.2M (est. $47.3M).
Expects Q1 rev growth in high single digits, Q1 adj. EBITDA loss ~$5M, but strong Q2-Q4 outlook w/ growing OEM incentives.
🔸 Wolverine ( $WWW):
Q4 adj. EPS $0.42 (in-line), revs $494.7M (est. $485.74M).
Gross margin up on lower costs, inventory down 35.6% YoY to $241M.
🔸 Devon Energy ( $DVN):
Q4 EPS $1.16 (est. $1.00), revs $4.4B (est. $4.25B). Q4 oil production 398K bpd.
FY25 capex $3.8B-$4.0B (50% to Delaware Basin). FY25 prod. 805K-825K boe/d, Q1 oil 380K-386K bpd.
🔸 EQT Corp. ( $EQT):
Q4 EPS $0.69 (est. $0.49), adj. EBITDA $1.41B (est. $1.2B), revs $1.62B (est. $1.77B).
FY25 FCF $2.6B-$3.3B, net debt ~$7B.
🔸 Magnolia Oil & Gas ( $MGY):
Q4 EPS $0.44 (est. $0.45), adj. EBITDA $235.8M (est. $230.1M), revs $326.6M (est. $325.2M).
FY25 capex $460M-$490M, production +5-7%.
🔸 Matador ( $MTDR):
Q4 EPS $1.83 (est. $1.75); raises div. 25% to $1.25 annually.
Record oil production 99.8K bpd (+32% YoY).
FY25 oil prod. 120K-124K boe/d, nat gas 492M-504M cf/d.
🔸 Occidental ( $OXY):
Q4 EPS $0.80 (est. $0.70), revs $6.76B (est. $7.14B).
Hikes div. 9% to $0.24/share. Q1 prod. 1.37M-1.41M boe/d, FY25 1.385M-1.445M boe/d. Focus on debt reduction.
🔸 Shift4 ( $FOUR):
Acquiring Global Blue (GB) for $7.50/share (15% premium, ~$2.5B EV).
Q4 EPS $1.35 (est. $1.14), revs $887M (est. $1.006B).
FY25 adj. EBITDA guide: $830M-$855M (est. $864.2M).
🔸 Compass ( $COMP):
Q4 loss (-$0.08) vs. est. (-$0.07), revs $1.38B (est. $1.32B).
Q1 revs $1.35B-$1.475B (est. $1.34B), Q1 adj. EBITDA $11M-$25M.
🔸 CoStar ( $CSGP):
Q4 EPS $0.15 (est. $0.23), revs $709M (est. $703M).
FY rev +11% YoY, Q4 net income +13%, EBITDA +43%.
Approved $500M stock buyback.
🔸 XP Inc. ( $XP):
Q4 EPS $2.23 (est. $2.20), revs $4.49B (est. $4.45B).
Adj. ROAE 23.4%, adj. ROTE 29.2%.
🔸 Halozyme ( $HALO):
Q4 EPS $1.06 (est. $1.16), revs $298M (est. $288.2M).
FY25 revs $1.15B-$1.225B (est. $1.188B), adj. EBITDA $755M-$805M (est. $772.4M), adj. EPS $4.95-$5.35 (est. $4.90).
🔸 Penumbra ( $PEN):
Q4 EPS $0.97 (est. $0.90), revs $315.5M (est. $311.5M).
FY25 revs $1.34B-$1.36B (est. $1.362B), gross margin +100bps, op margin 13%-14%.
🔸 Petco ( $WOOF):
Announced three new execs to drive operational improvements, naming Sabrina Simmons as CFO.
🔸 Supernus ( $SUPN):
Shares drop after SPN-820 Phase 2b trial for treatment-resistant depression failed to meet primary endpoint.
🔸 Celanese ( $CE):
Q4 EPS $1.45 (est. $1.20), revs $2.4B (est. $2.36B).
Q1 EPS guide $0.25-$0.50 (est. $1.65) due to non-recurring costs.
Sees continued demand/pricing weakness in key markets.
🔸 Element Solutions ( $ESI):
Q4 EPS $0.35 (in-line), revs $624.2M (est. $595.8M).
🔸 Flowserve ( $FLS):
Q4 EPS $0.70 (est. $0.77), revs $1.18B (est. $1.21B)
bookings $1.2B, adj. gross margin 32.8%. Guides FY sales +5-7% (est. +8.57%)
EPS $3.10-$3.30 (est. $3.25).
🔸 Sonoco ( $SON):
Q4 EPS $1.00 (est. $1.20), revs $1.36B (est. $1.67B).
FY25 EPS $6.00-$6.20 (est. $6.40), adj. EBITDA $1.3B-$1.4B.
🔸 Arista Networks ( $ANET):
Q4 adj. EPS $0.65 (est. $0.57), revs $1.93B (est. $1.904B)
adj. gross margin 64.2%. Guides Q1 revs $1.93B-$1.97B (est. $1.907B)
adj. gross margin ~63%, adj. op margin ~44%.
🔸 Cadence Design Systems ( $CDNS):
Q4 adj. EPS $1.88 (est. $1.82), revs $1.356B (est. $1.35B).
FY25 adj. EPS $6.65-$6.75 (below est. $6.82), revs $5.14B-$5.22B (est. $5.25B)
Q4 op margin 46.0% (vs. 42.9% YoY).
🔸 MicroStrategy ( $MSTR): Offering $2B in convertible bonds due 2030 for general purposes, including Bitcoin acquisition.
🔸 Unisys ( $UIS): Q4 EPS $0.33 (est. $0.30), revs $545.4M (est. $550.93M)
Sees 2025 rev growth 0.5%-2.5%, non-GAAP op margin 6.5%-8.5%.
🔸 NetEase ( $NTES): Fears of unloading all its overseas U.S. game holdings due to rising costs, coinciding with China’s retaliation to U.S. tariffs.
🔸 Waystar ( $WAY): Files to sell 18M shares of common stock.
V 神參與投資的 Base 鏈上 Polymarket @Truemarketsorg $TRUE
詳細的差異可以參考拉麵的文章
純粹從估值來看，NFT 持有者可以瓜分 40% 的代幣，按照 0.2e 的地板價來看，估值也就 25m
同賽道的 Polymarket 總共融了 74m，大家知道估值可是能按照 5x ~ 10x 去推算 TGE 的 FDV 的
V 神參與投資的 Base 鏈上 Polymarket @Truemarketsorg $TRUE
詳細的差異可以參考拉麵的文章
純粹從估值來看，NFT 持有者可以瓜分 40% 的代幣，按照 0.2e 的地板價來看，估值也就 25m
同賽道的 Polymarket 總共融了 74m，大家知道估值可是能按照 5x ~ 10x 去推算 TGE 的 FDV 的
只能說，相信、購買、持有，與 V 神同車
自己持有一些貨準備澆給你們，快買吧
V 神 400 個、孫窺賊 400 個各種老鑽石直接鎖倉了，實際流通更少
https://t.co/0vFaej0FOM
