CoinNX - 发现Web3最新动态

总感觉进展有点慢 $prompt #wayfinder

Sunday calls with @AIWayfinder users and team to zero in on the priority asks and features… Baseline functions (quality of life): 1. Connect existing wallets (import) 2. Discovery / AI driven insights on holdings AI functions (differentiation): 1. Autonomous agent /

$prompt

+3.84%

Pima

some interesting data about since it launched 3 days ago: - a total of 9,826 tokens have been launched on the platform: that's approximately 3,275 tokens per day! - the platform has generated 4,163 $SOL in revenue just from the bonding curve: that's

Unipcs (aka 'Bonk Guy') 🎒

some interesting data about https://t.co/rnl8BxbdWx since it launched 3 days ago: - a total of 9,826 tokens have been launched on the platform: that's approximately 3,275 tokens per day! - the platform has generated 4,163 $SOL in revenue just from the bonding curve: that's

Pima

其实非常建议币圈每一家 TGE 项目都应该系统性学习美股上市公司的一些优秀制度，特别是按季度发布财报/运营报告并举行投资人电话会议/社区 Space 会议，大部分项目方核心团队对财务知识的匮乏/公司资本配置常识的不了解，导致项目与市场严重脱节，项目方不知道市场怎么想的，投资人不知道项目方在做啥，彼此只会渐行渐远做过股票投资的人都知道财报季之后的电话会议的重要性，投资人与公司核心团队的良好沟通，也是公司通过第三方参与者，了解竞争对手动态的一面镜子，非常可惜的是币圈项目目前没有这些强制要求，大部分团队也不敢也没有勇气面对投资市场， Investors Relation 制度建设箭在弦上

Robinhood @RobinhoodApp ·

Clear your calendar. It’s earnings season. Robinhood Markets is reporting Q1 earnings live on April 30 at 2pm PT — right here on X, YouTube, and at https://t.co/llL7qN2nEf. Tune in to hear directly from @vladtenev and the team: https://t.co/Q0oO8njpYd https://t.co/C6OKqSPsRL

00:00:27

Pima

企业基本面的供需实际上大于宏观因素，关税冲击的不确定性在脱敏，衰退预期其实仅仅是“预期”，这中间存在很多反复，当市场把过去两年曾经反反复复丢进垃圾桶的“滞涨”又拿出来的时候，其实就说明过去的预测存在各种误判拨乱反正阶段会慢慢过去，终究会回到供应基本面市场可能高估了关税的影响，如果说之前厌恶不确定以及避险因素抛售核心资产，那其实现在左侧享受资产端的估值修复，经济的韧性再次体现，右侧享受不断美元贬值的负债流动性，迎接“诸神归位”

Pima @LeePima ·

安全需要被定价，自由很贵，也需要付费极致的情绪演绎带来机会市场有自身的纠错机制你对一件事物的认知程度决定了未来收益走向 BTC 二次前高 7.3 W 上下范围，已经值得出手 https://t.co/edDJN4WRaH

Pima

随着时间的推移，市场果然成熟很多，想当年六七十亿的 SAGA 偷鸡不成蚀把米现如今六七亿的 Initia 市场弃之如敝屣产品力需要被再次定价 $INIT

$INIT

+18.25%

Pima

BREAKING: SOL Strategies secures landmark USD $500M convertible note facility with ATW Partners to expand SOL holdings. This first-of-its-kind structure is exclusively for SOL purchases and staking on our validators, with interest paid in SOL. This represents the largest

SOL Strategies (CSE: HODL | OTCQX: CYFRF)

BREAKING: SOL Strategies secures landmark USD $500M convertible note facility with ATW Partners to expand SOL holdings. This first-of-its-kind structure is exclusively for SOL purchases and staking on our validators, with interest paid in SOL. This represents the largest https://t.co/p9SB4dRm6o

Pima

存续的时间太短，品牌认知度提升需要时间沉淀市场并没有意识到 Hyperliquid 对整个行业的金融基础设施的各种重构只需站在时间一边见证

Eduardo @emaverick90 ·

https://t.co/WaZkRErX6o

Pima

对于 $HYPE 我认为这是一道数学题，理论上，假如一家上市公司盈利优越，应该把所有流通股都买回来张尧在陕煤上的成功，源自于对每股盈利的计算和股本的分析，是计算公司的收益而不是猜宏观前些年 200 左右的腾讯，千亿的回购开始，同样有点类似：保持7%利润增速，保持千亿回购，大概8年股本减半，每股收益翻倍（具体数字未再查证）在极端市场，大部分人是没有区别噪音的能力，多看基本数据，少猜大小

$HYPE

+3.72%

Pima

安全需要被定价，自由很贵，也需要付费极致的情绪演绎带来机会市场有自身的纠错机制你对一件事物的认知程度决定了未来收益走向 BTC 二次前高 7.3 W 上下范围，已经值得出手

Pima

分歧是利润的来源此时此刻恰如彼时彼刻，有些人看到的是操纵、伪中心化、漏洞百出、宏观不确定、流动性收紧；有些人看到的是链上的未来，是 DEX 暗黑丛林的艰巨，是十年难得一见的产品。各种声音永远存在，如何去伪存真找到影响事物发展的长期主要矛盾才是核心我没见过任何一个没有批评的项目/公司，（包括传统股票市场的头部公司），如何活下去并实现自由现金流回正是你唯一需要考量的因素 #Hyperliquid

Pima

Nope. Dydx issued a token solely to incentivize growth, but failed their fiduciary responsibility to token holders while siphoning $400mm+ from token holders to their equity holders. Gtfoh

Jeff Dorman

Nope. Dydx issued a token solely to incentivize growth, but failed their fiduciary responsibility to token holders while siphoning $400mm+ from token holders to their equity holders. Gtfoh https://t.co/sxSEatQzJl

Pima

传统世界与加密世界的通道在快速抹平的道路上，堰塞湖效应导致的流动性隔离、封闭高估值会逐步降低

Vlad Tenev @vladtenev ·

Crypto is the future. Here’s how we’re going to accelerate: 1. Offer more selection of crypto assets for our customers 2. Continue to invest in the Robinhood Wallet 3. Bring the “Robinhood Effect” to the institutional crypto market through the integration of Bitstamp 4. https://t.co/W3cTb0c1B6

00:02:50

Pima

@vladtenev i think you should partner with @HyperliquidX to figure out how to let us trade stocks onchain

Ansem 🧸💸

@vladtenev i think you should partner with @HyperliquidX to figure out how to let us trade stocks onchain

Pima

JUP: GOAT, Litterbox, and Belief

meow (🐱, 🐐)

JUP: GOAT, Litterbox, and Belief https://t.co/TJDNw4bTdF

Pima

一二三四，再来一次 Dev 们的无限开火权，这轮会被市场渐渐无形收回不要在歇斯底里，为什么同类竞品，我的项目就是比他的估值低市场会奖励出色的单一 token 团队

The Block @TheBlock__ ·

EXCLUSIVE: Curve Finance founder raises funds at $50 million token valuation for new project Yield Basis https://t.co/tDh70FWHLp

Pima

5 months later, lets see what our high performant EVM chains have been up to: - Monad: Testnet launch on 2/19 - MegaETH: Testnet launch 3/15 - Hyperliquid: Launched HYPE, decentralized validator set, added spot BTC, pushed out HyperEVM. All with no chain downtime. Hyperliquid

steven.hl

5 months later, lets see what our high performant EVM chains have been up to: - Monad: Testnet launch on 2/19 - MegaETH: Testnet launch 3/15 - Hyperliquid: Launched HYPE, decentralized validator set, added spot BTC, pushed out HyperEVM. All with no chain downtime. Hyperliquid

Pima

你要想看清楚一座山的全貌，深耕之后记得后退一下，抽身远离一下噪音，说不定看的更清晰，“只缘身在此山中” 过度交易改变只是你个人的情绪和资产，并不会改变趋势 $SOL $HYPE

@samczsun @aeyakovenko The main new development is that market participants are now moth-like. They actively rush into these scams, mostly knowing that they are scams, because the goal is to flip the scam for a 3x to somebody else. There is no skepticism left for these buyers, they just want to hit a

Cobie

@samczsun @aeyakovenko The main new development is that market participants are now moth-like. They actively rush into these scams, mostly knowing that they are scams, because the goal is to flip the scam for a 3x to somebody else. There is no skepticism left for these buyers, they just want to hit a

Pima

Introducing Unit: the decentralized asset tokenization layer for all of finance, built exclusively on Hyperliquid. Unit will enable seamless deposits, withdrawals, and trading for a wide variety of assets. Our first integration allows major spot crypto tokens to flow between

Unit

Introducing Unit: the decentralized asset tokenization layer for all of finance, built exclusively on Hyperliquid. Unit will enable seamless deposits, withdrawals, and trading for a wide variety of assets. Our first integration allows major spot crypto tokens to flow between

Pima

Tachi

https://t.co/qoGYy6XQqM

Pima

0/ jupnet: aggregate everything

meow (🐱, 🐐)

0/ jupnet: aggregate everything

Pima

Make Fundamentals Great Again

Artemis

Make Fundamentals Great Again https://t.co/jFCQNCjwne

Pima

@hosseeb The first principles correct way to align insiders would be KPI based unlocks. For example, as revenue hits milestones it unlocks the next tranche of team and investor tokens

Tushar Jain

@hosseeb The first principles correct way to align insiders would be KPI based unlocks. For example, as revenue hits milestones it unlocks the next tranche of team and investor tokens

Pima

This chart of Hyperliquid's share of the perp market is insane. Hat-tip @wardaddycapital

Stats

This chart of Hyperliquid's share of the perp market is insane. Hat-tip @wardaddycapital https://t.co/5m1b0jXtwX

Pima

Be L2. Have centralized sequencer. Generate $120m in fees. Pay Ethereum $10m of that amount for DA & security. Dump $110m for profit. Be "Ethereum aligned". I do not understand how ethereans convince themselves with these mental gymnastics. L2s are why Ethereum is

Andre Cronje

Be L2. Have centralized sequencer. Generate $120m in fees. Pay Ethereum $10m of that amount for DA & security. Dump $110m for profit. Be "Ethereum aligned". I do not understand how ethereans convince themselves with these mental gymnastics. L2s are why Ethereum is https://t.co/edOlPOsdah

Pima

25 策略省流版：买你不敢买的，割你不想割的

Pima

study

caitlin @caitlinxyz ·

we're about to see the first example of a successful application-first chain GTM hyperliquid

Pima

老板，MEV 是永远不能消除的，只能减少传统世界中，你的服务器一定要离着上证/纳斯达克越近越好，没人愿意比别人慢，对于订单市场，这是个先到先得的游戏 5-10年后随着时间推移和技术改善， Gas 费的边际成本无限趋向于0，MEV 就是一条链的核心竞争力

CZ 🔶 BNB @cz_binance ·

Should BNB Chain try to eliminate/aggressively reduce the MEV issues?

Pima

Our Solana Price Target by the End of 2025 is $520 We value Solana (SOL) based on its projected year-end market share within the smart contract platform (SCP) market. Our SCP market cap forecast is derived from U.S. M2 money supply growth, given its strong historical correlation

VanEck

Our Solana Price Target by the End of 2025 is $520 We value Solana (SOL) based on its projected year-end market share within the smart contract platform (SCP) market. Our SCP market cap forecast is derived from U.S. M2 money supply growth, given its strong historical correlation

Pima

another $700m USDC was added into circulation today only a 3% move ($1.4b) off the all time high

Dan Smith

another $700m USDC was added into circulation today only a 3% move ($1.4b) off the all time high https://t.co/YKYQqvTnlx

Pima

下一个七姐妹选手疯狂增加你的营收

CMG Venture Group @CmgVenture ·

$PLTR | Palantir beat earnings and revenue estimates in Q4. The stock is +19.2% after-hours. 🔹 EPS: $0.14 vs. $0.11 est. ✅ 🔹 Revenue: $827.5M vs. $777.6M est. ✅ Key takeaways: 🔸 U.S. gov't revenue: +48% YoY 🔸 U.S. comm revenue: +64% YoY 🔸 Q1 revenue outlook: $858M-$862M https://t.co/ygTpwoLR3S

$PLTR

Pima

“一定把 DCF 估值模型等成熟的投资理论体系带入币圈” 越成熟，越结构化，希望你的币不要被结构掉

Pima @LeePima ·

先不用管到底未来价值分配给谁，先做一定把 DCF估值模型等成熟的投资理论体系带入币圈过去十年已经给了行业大量 Dev 无限开火权，在所谓 bulid的尚方宝剑庇护下，忽视现金流营收忽视商业模式忽视高昂估值，有些东西你想明白了，就回不去了 $SOL

$SOL

-1.34%

Pima

固本培元然后再来链上P 不下“赌桌”，你就有被发牌的资格时间越久，你就越理解巴菲特为什么不投科技，现在你看币圈 AI 阶段（样子），就是巴菲特看科技的样子那不看科技了？肯定不是，链上 AI 多刺激多有挑战，其他赛道已经没有新鲜感和征服欲了，我只是强调，alpha的意义在于，归零了都不影响你的beta

Pima @LeePima ·

一年十倍者如过江之鲫，四年十倍者却寥若星辰投资是条漫长的长河，认真筛选自己的 Beta，想清楚核心逻辑，到底哪些值得你长期持有有些事情只能你自己负责，别人无法替代 $BTC 56 $SOL 120

大跌验成色，板荡识诚臣 BB&B 之风（buy back and burn）大行其道铁打的营收，流水的MEME 当下的现金流代表过去，未来的现金流代表给你的成长预期，既未来能否持续扩大你的营收

Pima @LeePima ·

这是个值得讨论的话题，我没见过没有清晰商业模式的币，能穿越4年周期（好像除了DOGE，纯MEME，两轮高点，可能真是首富光环？）你可以打开市值排行榜，头部清一色的公链，因为 L1/L2都有清晰的可持续的商业模式，其实 DeFi 的商业模式也很清晰，比如 UNI

Pima

不知为何，脑海中浮现出一句“先帝创业未半而中道崩殂” AI 最应该学习的就是互联网泡沫下走出来的公司采取的措施必须商业化你的技术，不然就是空中楼阁

Pima @LeePima ·

AI 这种百年一遇的生产力的变革，不是 Blockchain 这种生产关系变革所能抗衡和比拟的，未来会对各个行业产生影响。既然如此我们的命题就成了：AI 如何改造或影响Crypto 领域。 AI Agent 在Crypto或也将诞生一批百亿美金级别公司

Pima

你一定要多炒股，其实对身边很多人都有过类似的建议，虽然我明白币圈很多人对此嗤之以鼻。这个世界没有新鲜事，无明是痛苦的根源，同样适用于投资领域。美股几百年积累的经验逻辑体系，几乎都能适应于币圈，我们脚踏同样的韵律，以多倍速复刻投资市场形形色色的轨迹。

Pima

你一定要多炒股，其实对身边很多人都有过类似的建议，虽然我明白币圈很多人对此嗤之以鼻。这个世界没有新鲜事，无明是痛苦的根源，同样适用于投资领域。美股几百年积累的经验逻辑体系，几乎都能适应于币圈，我们脚踏同样的韵律，以多倍速复刻投资市场形形色色的轨迹。 https://t.co/7lGge19SqS

Pima

tentative plans for buybacks -> weekly transfer into a buyback wallet, dca in to jup and lock in a litterbox for at least 3 years will share more deets next week when it begins

meow (🐱, 🐐)

tentative plans for buybacks -> weekly transfer into a buyback wallet, dca in to jup and lock in a litterbox for at least 3 years will share more deets next week when it begins