CM

CM

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陈默 build http://cmDeFi.io DeFi OG. Core LUNAtics. 中文 CRYPTO 投研/影片/社群

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The Holy Grail of Crypto is stablecoins, and countless people will continue to explore the <Blockchain Trilemma> endlessly. The first generation is "decentralization" - the earliest MakerDAO. The second generation is "capital efficiency" - the crazy algorithmic stablecoins. The third generation is "cedefi packaging" - the delta-neutral strategy. The cake in this track is too big, but there is no optimal solution yet. The only certainty is that the fourth generation will emerge in the next cycle.

稳定币的热潮很难消退，看了一些新协议们...老实说很多我也没看懂，甚至有过家家之感，但不敢说出来，毕竟看走眼...这种事经常发生。

Here is the English translation: In the past 1 week Stablecoin Season, Superchain Narrative Offering thoughts on the DeFi world ( - /11)🧵

There is a major misconception that expects <Crypto AI Agent> to achieve something extraordinary in terms of capabilities or to surpass traditional AI, which is rather unlikely. The correct approach is to find an extremely simple but highly beneficial entry point for Crypto, just like <dex> and <lending>, which are less efficient and intuitive than CeFi, but they have unlocked the on-chain financial scenario in a concise manner. <AI Agent> remains the most powerful narrative for the coming years.

The value of DeFi has already returned to 100% certainty, because FXS has also risen. If your DeFi coins have not yet risen, it is just a matter of time.

In recent days, I have been working on @SaharaLabsAI's closed test network AI "labeling to earn", which is also one of the huge financing projects in the AI track, and it is limited to 10,000 whitelists for testing. After the test, I summarized the highlights and problems: 1. There are two roles, labeler and reviewer, which are randomly assigned 2. The user experience and guidance are very good, and you can basically start without any obstacles. You can roll tasks to get points, or you can punch in every day to get the minimum living allowance. 3. twitter.com/cmdefi/status/1871...

Binance Alpha has listed 12 <BNB Chain> projects this time, @magpiexyz_io $MGP and @Cakepiexyz_io $CKP belong to a value discovery, and in my opinion, <DeFi> should still be placed in the main strategic position in ecosystem building, of course, <MEME>coin is an indispensable traffic magic weapon in this cycle, <meme> is the side that brings in money, and <DeFi> is the side that retains money and TVL.

Both $CKP from @Cakepiexyz_io and $MGP from @magpiexyz_io have been spotlighted on @binance Alpha.📺 The Magpie Ecosystem is crafting DeFi building blocks for the future of finance.🏗️ A heartfelt thank you to our users for inspiring us at every step.💯 x.com/BNBCHAIN/statu…

Here is the English translation: Reviewing the rebound list today, $APT has basically not rebounded, the main reason should be related to the recent team changes, Mo resigned as the CEO of Aptos Labs, but stated that he did not sell his tokens. Continue to follow the rivalry between $SUI and $APT.

Holding. Haven’t sold a token to date.

$USUAL is not complicated, it is the earliest Pool 1 2 3 model, the core indicator is TVL, and a higher APR is to attract more TVL. This stage of the positive spiral is very cool, because it looks like a perpetual motion machine. The key node is that when the APR remains high, the TVL does not increase, and whether people will 33. Of course, the most important point is that Binance provided exit liquidity, so those who understood the mechanism too early did not get on the car, because they did not calculate that Binance would come.

看了一堆给 USUAL 大乳辩经的帖子，是一点没看出来和 21 年那些 Pool 1 白嫖 / Pool 2 LP / Pool 3 Stake 有啥区别，和当年真正 Ponzi 飞升模型那是差远了。除了加了个底层收益，以及奖励池本身有个反函数。这都不是什么本质区别。区别就是 21 年的野矿们不会开盘就上币安给挖矿的长期 exit liq。

Although this place may still fall, it is not a good choice to sell at this time. There are no obvious thunders, most of them come from the overreaction of the market. DYOR

慢就是快。我知道你很急但是你先别急

Slow is fast. I know you are in a hurry, but don't be in a hurry

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