0xAllen

0xAllen

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I wrote a VS Code plugin to track token consumption. The popularity of Lobster (a Chinese tech forum) is waning because most people don't have a real-world application for it. They haven't even mastered their daily manual tasks and have no need for it. They install Lobster and spend a lot of time on it, only to find they're just monitoring prices and weather. AI can definitely empower us. But don't follow the trend; understanding your own needs is far more important than anything else.

For the past year, I've been searching for my Hyperliquid, but this year I've changed! It's hard for someone to teach someone, but experience teaches you everything in one go! First, the Perp frenzy of 2025 I missed the Hyperliquid airdrop, so last year I was blindly rushing in, trying to find my own Hyperliquid. I participated in many projects, worked incredibly hard, but the final result was truly disappointing. Looking back calmly, it was all just self-indulgence in a bubble of copycat projects. When it came time to submit the results, both Backpack and EdgeX's reports were truly disheartening. I won't conclude that Dex is dead, because Hyperliquid, as a representative of Dex, entered the top 10 for the first time in the "2026 Q1 Cryptocurrency Market Share Research Report." But I will no longer blindly believe that Dex can revolutionize CEX; truly innovative Dex is extremely rare. Second, the data doesn't lie The data in the Q1 report completely changed my blind faith. No matter how impressive the OI (Online Interest) and trading volume figures are, ultimately, funds are the most honest indicator. Dexterity exchanges (DEXs) may impact trading volume data, but ultimately, users' money remains within exchanges. Binance accounts for 35% of trading volume, but despite being subject to FUD (Fear, Uncertainty, and Doubt) for so long, it still holds 74% of the industry's asset share. In other words, once the points system ends, the money flows back to where users trust most. Trading volume can be driven by fee wars and points rewards, but building trust through deposits takes time, requires no systemic failures, and demands the ability to cover losses in case of problems. Therefore, I need to reflect on my past naiveté and underestimating the importance of cultivating user habits and behaviors. III. Moving Beyond Airdrop Logic: A Layered Approach to Dexterity Exchanges My perspective has changed. It's not that DEXs are bad, but I'm no longer so fixated on them. DEXs have their unique value. They have advantages in areas like KYC-free access and the pursuit of on-chain user anonymity. However, the incremental growth brought by RWA (Real Money Exploitation) – large funds, old money, compliance, etc. – is still best suited to leading CEXs like Binance with strong financial depth and robust compliance. The impact of AI on crypto is unprecedented. Previously, sectors could rotate, but now they're practically frozen. Major exchanges are focusing on building VIP user bases, the most effective way to select the best among existing users. High-quality users are gravitating towards platforms with deep funding and strong compliance. Top-tier CEXs will remain strong, while mid-tier and lower-tier CEXs will be eroded by low-priced DEXs – this is the reality of the future. Dex will still exist in the future, but our Hyperliquid will be gone! twitter.com/0xAllen/status/204...

Currently, 95% of assets have entered the wealth management model, and 92% of that is on a CEX blockchain. The current situation is terrible; we can't afford to lose.

I never expected I'd have to criticize EdgeX! This reflects the powerlessness and despair of the current environment! Take one of my accounts as an example: XP: 1000 Points: 337 Coins: 9323 Cost: 24475 Loss: 20000+ Who would have thought such an honest company would resort to underhanded tactics! If it was based on weighting, why didn't you say so beforehand? What's the point of having points then? You set it at 25%, why are you now saying you're only giving 21%? You promised to be the best TGE for everyone, but what happened to the experience? Now, besides disgust, anger, and feeling cheated, what experience is there left? I feel deeply ashamed of the investment I've made over the past year, damn it!

This is the most important day of 2026. It's a milestone in my history of participating in airdrops. twitter.com/0xAllen/status/203...

In 2019, my stock account had 2.4 million yuan, a small portion of which was in Yangtze Power. I sold it all because I felt it was too slow. Then I aggressively traded in consumer and healthcare stocks. After the pandemic, I only had a little over 1 million yuan left. If I had blindly bought Yangtze Power in 2019, its market value today would be 5.58 million yuan. The whole process was painless. Slow and steady wins the race – this is a lesson I learned with a large sum of money. So now I frequently apply the brakes and stop trading. No matter how many calls my brokerage account manager makes today, I won't trade. I only buy and trade once or twice a year; otherwise, I don't even look at my account. Last year was a good year for the cryptocurrency market, but I was prepared to apply the brakes this year. I'm not so anxious, and I don't want to try to profit from every single trade. This year, my main strategy is to aim for steady gains and avoid losses.

今晚大佬都在互动那个210万理财的问题。对于这个内容是否流量营销内容不评价，说下我的计划。一、长江电力100万不要去瞎逼炒，就靠时间和耐力。长江电力近5年复合年化是9.36%，近10年平均复合年化是10.86%。 AI x.com/0xAllen/status…

More and more people are complaining about the current content on Twitter. It's starting to feel a bit like the online trolling trend of last year. I can actually understand it, especially among crypto KOLs. This is a desperate measure stemming from a lack of creative avenues and knowledge reserves. However, the feeling it brings is that you have to go through layers of digestion and then, in the end, eat it all back up. This discomfort won't last long.

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