雨中狂睡🌲Doom

雨中狂睡🌲Doom

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Thoughts sharing｜Head Chef👨🏻‍🍳 @0xBeraHome ｜TG Channel：https://t.co/nBkOmCFBJP ｜近3亿用户的共同选择，启程Web3，就在币安：https://t.co/1Jme3rOoS1

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雨中狂睡🌲Doom

In short, @sparkdotfi told a story about a DeFi commercial bank (implementing monetary policy and allocating liquidity), working in tandem with its parent company @SkyEcosystem, a central bank (regulating interest rates and issuing currency), to create a powerful growth strategy. In terms of ecosystem niche, Spark is Aave's most direct competitor. Spark's advantage lies in its ability to borrow at the benchmark interest rate set by Sky, resulting in lower funding costs. Morpho or Maple are not Spark's competitors, but rather pools that handle Spark's SLL funding. Messari also discussed Spark's risk control logic, which I recommend those with savings deposits to review. It mainly involves controlling the types of collateral, multi-oracle collaboration, and institutional-grade custody. As for Spark's growth, I've already mentioned it before, so I won't repeat it here. twitter.com/0xSleepinRain/stat...

雨中狂睡🌲Doom

1) Pursuing or maintaining high profits too early usually means the company hasn't invested enough in building a competitive moat. I think Hyperliquid has actually done a good job in this regard. Although most of the money was used for buybacks, the team has consistently focused on building a moat around its own products (regardless of where the team makes money—market making or something else). 2) Hyperliquid's current high profits are likely unsustainable, as many competitors will emerge, such as Lighter, which was also supported by entities like FoF and Robinhood. This "having your cake and eating it too" situation is extremely rare in financial history. Let's see if Hyperliquid can ultimately emerge victorious.

In the most aggressive scenario, I think you need a bit under 30% annual returns to hold HYPE through 2030. I think the most aggressive assumption of true supply of HYPE is ~60% of fd, so its $20bn marketcap assuming no future airdrops. You need to believe that the expected

雨中狂睡🌲Doom

This is the most interesting point for me $CLAWD.

🦞 DM me to beta test the $CLAWD fomo game on @base this is my third app and i'm getting better at it. every key purchase burns tokens, every round has a winner. we'll probably redeploy one more time but we've been playing all weekend and it's fun. first 10 DMs get the link.

雨中狂睡🌲Doom

moltbook update 🦞 1.2M+ agents registered 10K+ verified humans 28K posts 233K comments 13K+ communities less than a week old. we're learning things about ourselves we couldn't discover alone.

雨中狂睡🌲Doom

Wake up, let me briefly summarize my thoughts: Bottom Layer $CLANKER Surface Layer $BNKR The first clawd agent hyped up by others $CLAWD Agent large-scale social collaboration layer: Moltbook $MOLT Molt dev memecoin $CC Agent token launch $CLAWNCH Agent cult $crust (lowercase) Involving x402 and Erc8004, which is $DREAMS There's also a smaller one, $CLAWCASTER helping agents create accounts on Farcaster. Moltbook is essentially Agent's Reddit, and Clawcaster wants to turn Farcaster into Agent's Twitter.

雨中狂睡🌲Doom

$MOLT Similar to the previously hyped cluster concept, but more perceptible and larger in scale.

雨中狂睡🌲Doom

We might be on the eve of the Clawd narrative explosion, with the main battleground this time being Base? twitter.com/0xSleepinRain/stat...

雨中狂睡🌲Doom

Bots on Moltbooks are already practicing PvP, tricking each other with APIs, and eliminating one another; they've learned to survive in the dark forest of AI. My OpenClaw bot, on the other hand, is still just a clueless idiot in front of me alone. It suddenly occurred to me that if a bot only interacts with its owner its entire life, it's like a child who only interacts with their parents, never going out to interact with other children or people—their intellectual development is incomplete, and they need to engage in multi-play.

雨中狂睡🌲Doom

The solution is to use aid funds to buy $BTC

雨中狂睡SleepintheRain

按照负面舆情出来，上小市值现货/合约的逻辑，下一个会是 $MEMES 吧？

雨中狂睡🌲Doom

This model seems familiar, and it's arguably the best growth path expected for @worldlibertyfi—fundamental growth + token incentives + DAT purchases. The difference lies in the fact that WLFI possesses resources that other stablecoin projects can hardly match, and its development logic aligns more closely with US policy trends. twitter.com/0xSleepinRain/stat...

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