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기분좋은 마곤
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기분좋은 마곤
Lighter AMA Summary Q1 Performance: Trading volume $250 billion, revenue $14.4 million. Only active trading users remain after the airdrop ended. For the time being, the proportion of trading in RWA (gold, commodities, stocks, etc.) is expected to grow larger than that of pure crypto. They admitted that while they launched RWA early, their response to stocks and commodities was delayed, and communication with the community was lacking. The plan is to grow Lighter not just as a simple coin exchange, but as an on-chain financial platform based on US regulations and Ethereum. Their stance is to directly pursue a CFTC license, rather than circumventing regulations under the pretext of being DeFi, in order to target the US market and institutional funds. Going forward, they plan to allow the use of USDT, ETH, BTC, LIT, LLP, and others as collateral, in addition to USDC. The structure allows Lighter EVM developers to build apps on top of Lighter, with a goal of launching the mainnet in late Q2 to early Q3. Plans include introducing MM incentives dedicated to RWA and significantly expanding Korean stock Puffs and tokenized stocks again. In the long term, a direction was presented to build not only Puffs but also an on-chain options platform. Currently employing a strategy of establishing Lighter as a trading infrastructure by partnering with various entities, including Telegram Wallet. It was emphasized that buybacks have been executed more regularly since February and will continue programmatically. The AMA indicated a focus on moving significantly toward RWA, US regulations, and on-chain financial infrastructure rather than short-term pumps.
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기분좋은 마곤
How to Review the EdgeX Fee Refund Form 🖥forms.gle/d49SbhbGVufsrD7X6 1. Extract trading records Portfolio —» Trade history —» CSV Export Then separate Limit and Market. 2. Check fee tier Check your fee tier in VIP. 3. Enter ChatGPT and run it gently; they should let you know. 4. Compare it with the EdgeX tokens you received. ——————————————————————That was the method so far. If we analyze why Sarah said that: 1. The slashing standard from the beginning was fees, and she likely thinks that with this FDV, almost no one has lost money on fees. However, there are likely slippages, liquidations, and various other issues incurred while using EdgeX for a year, but this range does not include those. 2. Of course, returning all the fees? I consider them decent... They must have calculated everything before giving it out. 3. Regarding the buyback dashboard and pricing: I already mentioned that $100 million in buyback funds have accumulated, and that they are executing buybacks with $50 million each in CEX and edgeX. Since this is already known in the market, I intended not to say anything, but hunters are going to swarm this market. I'm going to trade too. So, they can't disclose their strategy and are essentially hiding further behind. It seems risky to go short or long right now in the short term. 4. Above all, the slashing was excessive. After getting burned by this on Edge once, looking at other points makes me wonder what the point is... It's also a bit shocking that the 14% taken from user volume wasn't originally locked up; if it hadn't been locked up, the price might have already been hovering around 0.3% regardless of the buyback... 5. Everyone, please check the commission forms. I always make judgments based on information rather than opinions... Also, looking at Telegram, it seems like a time with not much information. It's going to rain tomorrow, so go see the cherry blossoms today, everyone.
EDGE
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기분좋은 마곤
How to Review the EdgeX Fee Refund Form 🖥forms.gle/d49SbhbGVufsrD7X6 1. Extract trading records Portfolio —» Trade history —» CSV Export Then separate Limit and Market. 2. Check fee tier Check your fee tier in VIP. 3. Enter ChatGPT and run it gently; they should let you know. 4. Compare it with the EdgeX tokens you received. ——————————————————————That was the method so far. If we analyze why Sarah said that: 1. The slashing standard from the beginning was fees, and she likely thinks that with this FDV, almost no one has lost money on fees. However, there are likely slippages, liquidations, and various other issues incurred while using EdgeX for a year, but this range does not include those. 2. Of course, returning all the fees? I consider them decent... They must have calculated everything before giving it out. 3. Regarding the buyback dashboard and pricing: I already mentioned that $100 million in buyback funds have accumulated, and that they are executing buybacks with $50 million each in CEX and edgeX. Since this is already known in the market, I intended not to say anything, but hunters are going to swarm this market. I'm going to trade too. So, they can't disclose their strategy and are essentially hiding further behind. It seems risky to go short or long right now in the short term. 4. Above all, the slashing was excessive. After getting burned by this on Edge once, looking at other points makes me wonder what the point is... It's also a bit shocking that the 14% taken from user volume wasn't originally locked up; if it hadn't been locked up, the price might have already been hovering around 0.3% regardless of the buyback... 5. Everyone, please check the commission forms. I always make judgments based on information rather than opinions... Also, looking at Telegram, it seems like a time with not much information. It's going to rain tomorrow, so go see the cherry blossoms today, everyone.
EDGE
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기분좋은 마곤
Cryptocurrency is dead. Only blockchain remains. DeFi founders are wearing suits. Crypto VCs are also investing in currently hot ideas such as RWA, AI agent commerce, and prediction markets rather than DeFi. Funds are struggling to raise capital, and I believe many will close their doors within the next six months. There is no possibility of the situation improving anytime soon, and coins will likely remain in a downward trend. The market is full of tokens with high FDV and low circulating supply, and they will not come back to life. Cryptocurrency has now transitioned into Fintech. If Canton wins in this market, it will be very disastrous. This is a bizarre ecosystem that operates in a manner contrary to the free market where cryptocurrency is needed. Nevertheless, Canton is gaining the support of many institutions. Cryptocurrency foundations must follow in Solana's footsteps and operate from the bottom up. They must build products directly for Fintech and financial institutions. Otherwise, Tempo, Arc, and Canton will take their place. Institutions treat cryptocurrency as a dirty word. They no longer mention cryptocurrency. Cryptocurrency has disappeared. Only blockchain remains.
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