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加密韋馱｜Crypto V🇹🇭
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韋(wěi) 馱(tuó) // Whisperer of 3 Ponzi Problem // Con-Artist @Open_rug// Explore 130+ Chains with #okx https://t.co/6vHmBYOjM3 | Trade with #Binance https://t.co/H03DosP4lJ
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加密韋馱｜Crypto V🇹🇭
This afternoon, a teacher from JE Labs told me about a year-end summary activity on Surf for wallet addresses. Submitting your EVM wallet allows them to do an on-chain summary and even give you a "fortune telling" (or "fortune telling"). After submitting...hmm, I realized that my computer wallet, apart from BSC, has very little connection to the EVM ecosystem. Of course, they missed a significant amount of my BSC meme transactions and Kaito airdrops, but my main DeFi activity is indeed in Sui, and most of my previous token purchases were on Sol. Overall, as Surf claims, it's primarily based on low-risk arbitrage trading. Furthermore, based on my own experience, Surf's AI on-chain data scraping and organization capabilities are unparalleled. This is actually a very good niche for startups; it's difficult for giants to cover this area all at once, and it's easy to link it to strategies and monetize it. If you really want to get into AI, consider this. PS: Their fortune telling is completely inaccurate. The wallet I provided, besides dumping SYND on Base, also bought Base (a stock with bad luck), and sold at 1x 😂
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加密韋馱｜Crypto V🇹🇭
12-23
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Understanding governance rights as contractual ownership is fundamentally flawed. After reading the drama surrounding AAVE in the English-language timeline, and the even more dramatic retellings in the Chinese-language section, I thought AAVE was going to fail. But then I checked DeFillama and the TVL (Total Value Limit) was basically unchanged, indicating that zero AAVE users care. What does this say? A significant portion of DeFi users and communities are completely different. Some people therefore say, "Project teams don't need to issue tokens; equity is better." From the perspective of a token holder, this sentiment is understandable. But if the project team fails to win in the market or liquidity, and hands over the entire project's IP and control to you, and you pass the test, now the project is yours—would you be happy? This is the kind of haphazard reflection everyone had in 2018 about governance and ownership—they're not the same thing. Issuing cryptocurrency is completely different from the logic of equity; as I mentioned in my article about the Turkish lira yesterday, its ideal function is closer to a central bank's monetary policy toolbox, its purpose being to create a liquidity moat for its products. It's similar to how China has suppressed its exchange rate for years to maintain its export advantage. When DeFi projects face competition: 1. Interest rate differentials can be quickly and cost-effectively created using tokens or token expectations. 2. Drive data, including volume, ranking, APY, etc., through a token Ponzi scheme. 3. By using external lending and derivative instruments for the coin, a low-cost financing channel can be formed, which can be scaled up and squeeze the market share of newcomers. An on-chain exchange token and derivative assets can, in extreme cases, support six sectors, including aggregators, lending, oracle, wealth management pools, and even spot DEX. Each of these can issue assets independently. Even if the LTV of an asset is only 30%, and the average FDV of an asset is 300 million, that is 540 million in liquidity. How can newcomers compete? Yes, that's the logic behind @JupiterExchange. So guess why the central banks of most countries are called "central banks" instead of a decentralized power system? The purpose of my research on the Turkish lira yesterday was to encourage everyone to re-examine the relationship between "coin, coin holder, and project team." For a project team that wants to do things well, simply holding onto the coin wholeheartedly isn't necessarily the optimal solution. Perhaps they'd prefer you to help them get the economic cycle going—just like Moutai distributors don't just stockpile inventory. @cz_binance Update "If you can't hold on, you can't get rich" to "Buy when nobody's interested, sell when everyone's talking about it." @heyibinance, the top influencer said, "If you're not bullish, you can short it." What this actually reveals is a much deeper logic within the crypto ecosystem than what is literally said. Do you all understand it now?
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