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Lao Bai 🔆
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ex Investment & Research Partner @ABCDELabs | Advisor @ambergroup_io | Sahara #0150772
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Lao Bai 🔆
12-19
Grok's 2025 year-end summary for me: You posted approximately 50 tweets in total. The most discussed topics were the Crypto Market, Primary Market Investment, and Prediction Markets. The keyword for the year was VC. Your favorite emphasis was industry consolidation and professionalization. The project you followed most closely was Polymarket, mentioning it multiple times and expressing strong optimism. The biggest highlights were three things: Joining OKX Ventures to continue your VC journey; In-depth analysis of Eastern and Western VC perspectives and market boredom.
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@BTCdayu
12-19
GROK给我的2025年度小结 你总共发布了约450条推文 讨论最多的是稳定币、RWA、合规趋势 年度关键词是“美元、美债的第二增长曲线” 最喜欢强调的是“价值投资、长期持有、相信研究” 年度最关注的项目是$CRCL，一共提及180次 最大的亮点是三件事，分别是： 1、深度科普$CRCL商业模式与合规清场逻辑
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Lao Bai 🔆
12-19
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I remember when the two Move-based programming languages ​​first came out, there were tons of articles on Twitter explaining the advantages of the Move language. Basically, the two biggest advantages are - 1. Asset-level security - In Solidity, assets (ETH, ERC20, NFT) are essentially just numbers in a contract, while Move introduces a linear resource type. Resources cannot be copied or implicitly destroyed; they can only be explicitly moved. Therefore, common asset-level vulnerabilities in Solidity, such as reentrancy attacks and accidental copying/destruction of assets, are impossible to occur during the compile time in Move. 2. Concurrency & Execution Model Designed for High TPS - MoveVM can safely execute non-conflicting transactions in parallel, making it particularly suitable for high-frequency trading, games, social networking, and large-scale DeFi scenarios (although games and social networking are currently in a stage where they are almost disproven). However, more than two years after their launch, Aptos and Sui seem to have failed to make people perceive these two "advantages" much. Sui has at least had a few relatively well-known projects. In the Dex market, there are early projects like Cetus and the recently popular Momentum. In the lending market, there are early projects like Scallop and recent projects like Suilend. In the derivatives market, Bluefin is also making efforts. However, the Aptos ecosystem seems to be more desolate. If you look at the top ten projects on Defillama, how many of them are native projects that you have used or even heard of? Especially noteworthy is that there isn't a single project in the top ten that truly leverages the advantages of the Move language; only Hyperion, a relatively well-known DEX, barely qualifies. Therefore, from an ecosystem perspective, if Aptos wants to gain momentum, what it likely needs most is a leading project combining "high-frequency trading + large-scale DeFi," one that can both utilize the advantages of the Move language and correctly position itself to attract users in this era of increasingly popular on-chain derivatives. I recently saw a perfect match - @DecibelTrade Why is this project called "Perfect Match"? 1. Track and Architecture - Based on Aptos, a fully on-chain transaction engine, unifying spot trading, perpetual contracts, cross-margin accounts, treasury, and yield strategies. Therefore, Decibel - Not AMM Not perp-only DEX It is not an EVM-style trading product, nor is it a LayerZero cross-chain DEX. Not a single-function trading app It's more like a composable trading infrastructure within the Aptos ecosystem. This is exactly the "high-frequency trading + large-scale DeFi" application scenario that we mentioned before, which best leverages the speed advantage of the Move language. 2. Although Aptos's price performance has been poor, if you look at its various collaborations over the past year, they are all with major US Web2 institutions, giving it an increasingly "institutional blockchain" feel. For example, BlackRock – in addition to the deployment of the Buidl fund, there is also BlackRock's investment in the RWA project Securitize (the project ranked first in the Defense screenshot above). Franklin Templeton – an on-chain money market fund deployed by Indian telecom giant Reliance Jio – distributing digital rewards through its telecom services, along with Ondo, Microsoft, South Korean telecom giant SK Telecom… The biggest need for these institutional funds is undoubtedly security, which is another major advantage of the Move language mentioned above. However, security also requires functionality to support it. Decibel's composable trading system (CTS), composed of perp, spot, vault, multi-asset collateral, unified margin, unified risk, and unified settlement, makes it the only platform on Aptos capable of supporting quantitative funds, institutional capital, and multi-product portfolio strategies. 3. Decibel is supported by Aptos' native technical team – this is extremely important because it's not just about technical support; it's backed by Aptos' native technical team, giving it a sense of endorsement and official involvement. The resources and support provided will certainly extend beyond the technical level. Aptos's official team likely considered the point I mentioned above – to expand Aptos's ecosystem and broaden its DeFi and Trading sectors, they must either directly participate in or support a project that primarily utilizes Perp, while also incorporating DeFi features like spot trading and yield – a "high-frequency trading + large-scale DeFi" project. This explains why you see Decibel being "technically supported by the original Aptos technical team." The project is currently in the testnet phase (launching November 20, 2025), with the mainnet expected to launch in Q1 2026. This may be one of the few examples where "the ecosystem chose the project, not the project." Aptos's comeback in Q1 of next year could very well depend on Decibel.
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