诸葛投研
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诸葛投研
Square Verified+2017年底进币圈的老韭菜，原股票持证投顾。只分享自己交易，不代表投资建议，跟着操作盈亏自负。视频号“诸葛web3投研”，已经20w粉，欢迎来找我。
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Hahaha! Good news! My AnAn wallet referral commission is finally at the top tier—up to 80%! If you want to save on fees, quickly bind “ZG666”.
1. What’s the use of binding it? It’s simple—save money! When you trade on the AnAn wallet, there are two types of charges: one is a very low gas fee, about 0.02u per transaction; the other is a 0.5% service fee, charged based on the transaction amount. If you enter the invite code, this 0.5% service fee can be waived.
2. My current referral commission is 80%—the highest tier. AnAn has set the minimum allocation ratio between the inviter and the invited at at least 10%. Now there’s also a commission cap in the back office, so the maximum commission you can earn is up to 30%. I’ve already set it up. Once you enter my invite code, you can save 30% on the service fee.
3. If later the wallet’s commission cap is raised, I’ll continue setting it to the highest level until 80% (my own 10% commission doesn’t count toward this 80%, so I will still get at least 10% as well).
4. Why give so much back? Everyone needs to make transactions first, and only then will I earn referral commission income. If I give more, people will be more willing to trade on the AnAn wallet instead of the wallet next door. The more you trade on AnAn, the higher my 10% commission income will be.
5. If you think my content helps you in your day-to-day life, binding the referral commission code is the biggest support you can give me. How to bind it? On the wallet home page, tap “Invite Friends” → tap “Enter Invite Code” → enter “ZG666” and confirm. That’s it.
1. What’s the use of binding it? It’s simple—save money! When you trade on the AnAn wallet, there are two types of charges: one is a very low gas fee, about 0.02u per transaction; the other is a 0.5% service fee, charged based on the transaction amount. If you enter the invite code, this 0.5% service fee can be waived.
2. My current referral commission is 80%—the highest tier. AnAn has set the minimum allocation ratio between the inviter and the invited at at least 10%. Now there’s also a commission cap in the back office, so the maximum commission you can earn is up to 30%. I’ve already set it up. Once you enter my invite code, you can save 30% on the service fee.
3. If later the wallet’s commission cap is raised, I’ll continue setting it to the highest level until 80% (my own 10% commission doesn’t count toward this 80%, so I will still get at least 10% as well).
4. Why give so much back? Everyone needs to make transactions first, and only then will I earn referral commission income. If I give more, people will be more willing to trade on the AnAn wallet instead of the wallet next door. The more you trade on AnAn, the higher my 10% commission income will be.
5. If you think my content helps you in your day-to-day life, binding the referral commission code is the biggest support you can give me. How to bind it? On the wallet home page, tap “Invite Friends” → tap “Enter Invite Code” → enter “ZG666” and confirm. That’s it.
Bear market is really grinding, last second: the stock market in the Kimchi country collapsed, and the capital finally came back to the crypto world;
next second: damn it, so many exchanges can’t hold on—please don’t let any of them blow up
next second: damn it, so many exchanges can’t hold on—please don’t let any of them blow up
诸葛投研
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Babylon has partnered with the lending platform Aave, launching on the testnet. Do ordinary users like us have a chance to “farm some free money” (yield)? Is now a good time to buy the dip at $BABY ?
1. First, for the users who have BTC: you can farm a bit of “pig’s foot meal.” If you don’t have BTC, it’s no big deal. Babylon is an intermediary platform. On the left, it collects users’ BTC deposits; on the right, it lends to blockchain projects that need assets with TVL. It earns a commission from that. So if you have BTC, you can choose to stake it with them and earn staking yield as your “pig’s foot meal,” as shown in Figure 1.
2. But as everyone can see, relying on innovations like TBV, time locks, and slashing/penalty mechanisms can only address security and trust issues. It can’t solve the problem that the staking yield is only a pitiful 0.57%. Who would participate? So recently, when they launched on the testnet, they can only partner with lending platforms like Aave. When users deposit money, they can earn staking yield, as well as the lending platform’s yield—and they can even use it to borrow other assets like BNB and more. That makes it much more attractive, #baby .
3. So will Babylon take off? Is now a good time to buy the dip at $BABY ? To be honest, no. Because the project team @BabylonLabs_io has only solved the “left side” problem, not the “right side” customer problem. In a bear market, there aren’t customers. A lot of projects have already shut down. Can Babylon possibly make money out of thin air? The project teams are still only surviving by burning through their funding for now.
4. Of course, there is another possibility: since this is an important milestone for the testnet launch, the project team might pull up the price and do some market-cap management to coordinate with promotional efforts, to attract follow-on funds.
But honestly, I think the probability is low. After all, BABY has been live for more than a year, and they never did any market-cap management while it kept falling. There’s no reason to do it suddenly now. Judge for yourselves.
1. First, for the users who have BTC: you can farm a bit of “pig’s foot meal.” If you don’t have BTC, it’s no big deal. Babylon is an intermediary platform. On the left, it collects users’ BTC deposits; on the right, it lends to blockchain projects that need assets with TVL. It earns a commission from that. So if you have BTC, you can choose to stake it with them and earn staking yield as your “pig’s foot meal,” as shown in Figure 1.
2. But as everyone can see, relying on innovations like TBV, time locks, and slashing/penalty mechanisms can only address security and trust issues. It can’t solve the problem that the staking yield is only a pitiful 0.57%. Who would participate? So recently, when they launched on the testnet, they can only partner with lending platforms like Aave. When users deposit money, they can earn staking yield, as well as the lending platform’s yield—and they can even use it to borrow other assets like BNB and more. That makes it much more attractive, #baby .
3. So will Babylon take off? Is now a good time to buy the dip at $BABY ? To be honest, no. Because the project team @BabylonLabs_io has only solved the “left side” problem, not the “right side” customer problem. In a bear market, there aren’t customers. A lot of projects have already shut down. Can Babylon possibly make money out of thin air? The project teams are still only surviving by burning through their funding for now.
4. Of course, there is another possibility: since this is an important milestone for the testnet launch, the project team might pull up the price and do some market-cap management to coordinate with promotional efforts, to attract follow-on funds.
But honestly, I think the probability is low. After all, BABY has been live for more than a year, and they never did any market-cap management while it kept falling. There’s no reason to do it suddenly now. Judge for yourselves.
1. Big News! On Monday, there’s a high chance of an Alpha airdrop for a new project. The project is called AEON.
2. Today, I continued刷$QQQB with low wear: the total wear is 33k, plus gas is 0.83u.
3. The time I was刷 today was 12:00. The slippage setting is 0.01%, and each刷 is 1025u. The wear per run is within 0.1u.
4. If you’re friends who are making trades with a wallet, be sure to bind the referral code to save on fees! How to bind it? On the wallet home page, tap "Invite Friends" → tap "Enter Invitation Code" → enter "ZG666" and confirm—done.
2. Today, I continued刷$QQQB with low wear: the total wear is 33k, plus gas is 0.83u.
3. The time I was刷 today was 12:00. The slippage setting is 0.01%, and each刷 is 1025u. The wear per run is within 0.1u.
4. If you’re friends who are making trades with a wallet, be sure to bind the referral code to save on fees! How to bind it? On the wallet home page, tap "Invite Friends" → tap "Enter Invitation Code" → enter "ZG666" and confirm—done.
诸葛投研
·
--
Babylon has partnered with the lending platform Aave, launching on the testnet. Do ordinary users like us have a chance to “farm some free money” (yield)? Is now a good time to buy the dip at $BABY ?
1. First, for the users who have BTC: you can farm a bit of “pig’s foot meal.” If you don’t have BTC, it’s no big deal. Babylon is an intermediary platform. On the left, it collects users’ BTC deposits; on the right, it lends to blockchain projects that need assets with TVL. It earns a commission from that. So if you have BTC, you can choose to stake it with them and earn staking yield as your “pig’s foot meal,” as shown in Figure 1.
2. But as everyone can see, relying on innovations like TBV, time locks, and slashing/penalty mechanisms can only address security and trust issues. It can’t solve the problem that the staking yield is only a pitiful 0.57%. Who would participate? So recently, when they launched on the testnet, they can only partner with lending platforms like Aave. When users deposit money, they can earn staking yield, as well as the lending platform’s yield—and they can even use it to borrow other assets like BNB and more. That makes it much more attractive, #baby .
3. So will Babylon take off? Is now a good time to buy the dip at $BABY ? To be honest, no. Because the project team @BabylonLabs_io has only solved the “left side” problem, not the “right side” customer problem. In a bear market, there aren’t customers. A lot of projects have already shut down. Can Babylon possibly make money out of thin air? The project teams are still only surviving by burning through their funding for now.
4. Of course, there is another possibility: since this is an important milestone for the testnet launch, the project team might pull up the price and do some market-cap management to coordinate with promotional efforts, to attract follow-on funds.
But honestly, I think the probability is low. After all, BABY has been live for more than a year, and they never did any market-cap management while it kept falling. There’s no reason to do it suddenly now. Judge for yourselves.
1. First, for the users who have BTC: you can farm a bit of “pig’s foot meal.” If you don’t have BTC, it’s no big deal. Babylon is an intermediary platform. On the left, it collects users’ BTC deposits; on the right, it lends to blockchain projects that need assets with TVL. It earns a commission from that. So if you have BTC, you can choose to stake it with them and earn staking yield as your “pig’s foot meal,” as shown in Figure 1.
2. But as everyone can see, relying on innovations like TBV, time locks, and slashing/penalty mechanisms can only address security and trust issues. It can’t solve the problem that the staking yield is only a pitiful 0.57%. Who would participate? So recently, when they launched on the testnet, they can only partner with lending platforms like Aave. When users deposit money, they can earn staking yield, as well as the lending platform’s yield—and they can even use it to borrow other assets like BNB and more. That makes it much more attractive, #baby .
3. So will Babylon take off? Is now a good time to buy the dip at $BABY ? To be honest, no. Because the project team @BabylonLabs_io has only solved the “left side” problem, not the “right side” customer problem. In a bear market, there aren’t customers. A lot of projects have already shut down. Can Babylon possibly make money out of thin air? The project teams are still only surviving by burning through their funding for now.
4. Of course, there is another possibility: since this is an important milestone for the testnet launch, the project team might pull up the price and do some market-cap management to coordinate with promotional efforts, to attract follow-on funds.
But honestly, I think the probability is low. After all, BABY has been live for more than a year, and they never did any market-cap management while it kept falling. There’s no reason to do it suddenly now. Judge for yourselves.
Verified
Babylon has partnered with the lending platform Aave, launching on the testnet. Do ordinary users like us have a chance to “farm some free money” (yield)? Is now a good time to buy the dip at $BABY ?
1. First, for the users who have BTC: you can farm a bit of “pig’s foot meal.” If you don’t have BTC, it’s no big deal. Babylon is an intermediary platform. On the left, it collects users’ BTC deposits; on the right, it lends to blockchain projects that need assets with TVL. It earns a commission from that. So if you have BTC, you can choose to stake it with them and earn staking yield as your “pig’s foot meal,” as shown in Figure 1.
2. But as everyone can see, relying on innovations like TBV, time locks, and slashing/penalty mechanisms can only address security and trust issues. It can’t solve the problem that the staking yield is only a pitiful 0.57%. Who would participate? So recently, when they launched on the testnet, they can only partner with lending platforms like Aave. When users deposit money, they can earn staking yield, as well as the lending platform’s yield—and they can even use it to borrow other assets like BNB and more. That makes it much more attractive, #baby .
3. So will Babylon take off? Is now a good time to buy the dip at $BABY ? To be honest, no. Because the project team @BabylonLabs_io has only solved the “left side” problem, not the “right side” customer problem. In a bear market, there aren’t customers. A lot of projects have already shut down. Can Babylon possibly make money out of thin air? The project teams are still only surviving by burning through their funding for now.
4. Of course, there is another possibility: since this is an important milestone for the testnet launch, the project team might pull up the price and do some market-cap management to coordinate with promotional efforts, to attract follow-on funds.
But honestly, I think the probability is low. After all, BABY has been live for more than a year, and they never did any market-cap management while it kept falling. There’s no reason to do it suddenly now. Judge for yourselves.
1. First, for the users who have BTC: you can farm a bit of “pig’s foot meal.” If you don’t have BTC, it’s no big deal. Babylon is an intermediary platform. On the left, it collects users’ BTC deposits; on the right, it lends to blockchain projects that need assets with TVL. It earns a commission from that. So if you have BTC, you can choose to stake it with them and earn staking yield as your “pig’s foot meal,” as shown in Figure 1.
2. But as everyone can see, relying on innovations like TBV, time locks, and slashing/penalty mechanisms can only address security and trust issues. It can’t solve the problem that the staking yield is only a pitiful 0.57%. Who would participate? So recently, when they launched on the testnet, they can only partner with lending platforms like Aave. When users deposit money, they can earn staking yield, as well as the lending platform’s yield—and they can even use it to borrow other assets like BNB and more. That makes it much more attractive, #baby .
3. So will Babylon take off? Is now a good time to buy the dip at $BABY ? To be honest, no. Because the project team @BabylonLabs_io has only solved the “left side” problem, not the “right side” customer problem. In a bear market, there aren’t customers. A lot of projects have already shut down. Can Babylon possibly make money out of thin air? The project teams are still only surviving by burning through their funding for now.
4. Of course, there is another possibility: since this is an important milestone for the testnet launch, the project team might pull up the price and do some market-cap management to coordinate with promotional efforts, to attract follow-on funds.
But honestly, I think the probability is low. After all, BABY has been live for more than a year, and they never did any market-cap management while it kept falling. There’s no reason to do it suddenly now. Judge for yourselves.
Still feels great to grind $QQQB on the weekend—my single-session wear is not more than 0.1, and even once it let me earn 0.34u 😂.
Today I ground for 15 minutes; with the gas, wear was only 0.34u. No wonder the Alpha threshold is so high now...
For friends who do trades with their wallet, be sure to bind a referral code—you can save on fees! How to bind it? On your wallet home page, tap "Invite Friends" → "Enter Referral Code" → enter "ZG666" and confirm. That's it.
Today I ground for 15 minutes; with the gas, wear was only 0.34u. No wonder the Alpha threshold is so high now...
For friends who do trades with their wallet, be sure to bind a referral code—you can save on fees! How to bind it? On your wallet home page, tap "Invite Friends" → "Enter Referral Code" → enter "ZG666" and confirm. That's it.
诸葛投研
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$BABY From the peak of 0.18u it has fallen all the way to the current 0.012u. Now the testnet is live—will it really take off? My answer is no. #baby
1. First of all, at the peak of Babylon, it had $6 billion in TVL—$BTC . Now it’s $4 billion. But pay attention: BTC’s price has fallen by half from last year’s high to now. That means the project’s TVL quantity of $BTC hasn’t really decreased; the base hasn’t deteriorated.
2. With the project’s base not declining, BABY’s price has crashed by 93%. The reason is simple: its ability to generate earnings has weakened. Because its earning model requires connecting users on both sides—staking and renting. The earlier-mentioned TVL and the TBV model implemented through time-locks and Taproot scripts were indeed successful, but that was only on the staking side.
3. But the other side—the actual paying customers—is hard to attract in a bear market. Babylon makes money by renting out the locked BTC to projects (on PoS blockchains, whether a chain is secure depends on the total market value of assets staked on that chain. So newer chains with insufficient staked assets usually need to borrow staked assets from Babylon to ensure their project’s safety).
4. Think about it: in a bear market, many projects basically die. If Babylon has no clients, then naturally it can’t make money. And the key point is that Babylon earns money from project operators not in BABY, but in their counterpart tokens. Forget whether those “junk” project tokens might go to zero— even if it earns profits, it can’t really feed them back into the token price.
5. This time Babylon@BabylonLabs_io partnered with Aave to attract more users to stake BTC. But it still hasn’t solved the revenue problem on the rent-borrow side. So I’m doubtful about BABY’s short-term outlook.
1. First of all, at the peak of Babylon, it had $6 billion in TVL—$BTC . Now it’s $4 billion. But pay attention: BTC’s price has fallen by half from last year’s high to now. That means the project’s TVL quantity of $BTC hasn’t really decreased; the base hasn’t deteriorated.
2. With the project’s base not declining, BABY’s price has crashed by 93%. The reason is simple: its ability to generate earnings has weakened. Because its earning model requires connecting users on both sides—staking and renting. The earlier-mentioned TVL and the TBV model implemented through time-locks and Taproot scripts were indeed successful, but that was only on the staking side.
3. But the other side—the actual paying customers—is hard to attract in a bear market. Babylon makes money by renting out the locked BTC to projects (on PoS blockchains, whether a chain is secure depends on the total market value of assets staked on that chain. So newer chains with insufficient staked assets usually need to borrow staked assets from Babylon to ensure their project’s safety).
4. Think about it: in a bear market, many projects basically die. If Babylon has no clients, then naturally it can’t make money. And the key point is that Babylon earns money from project operators not in BABY, but in their counterpart tokens. Forget whether those “junk” project tokens might go to zero— even if it earns profits, it can’t really feed them back into the token price.
5. This time Babylon@BabylonLabs_io partnered with Aave to attract more users to stake BTC. But it still hasn’t solved the revenue problem on the rent-borrow side. So I’m doubtful about BABY’s short-term outlook.
I see that some friends have similar opinions: they think losing money is because there are too many people, and you can’t get a share……
Brothers, look at the analysis in my previous post. The conclusion is: for a Qianyu account, even if only 10,000 people are playing Alpha, you’d still be losing money.
Because the threshold is a fixed high one of 250+; a Qianyu account can only抢 once per cycle, worth 25u. But you may also need to pay手续费 for 20 days, which is 40u. So even if you manage to抢 the same, you’re still losing money—unless you expect to get a huge payout.
Brothers, look at the analysis in my previous post. The conclusion is: for a Qianyu account, even if only 10,000 people are playing Alpha, you’d still be losing money.
Because the threshold is a fixed high one of 250+; a Qianyu account can only抢 once per cycle, worth 25u. But you may also need to pay手续费 for 20 days, which is 40u. So even if you manage to抢 the same, you’re still losing money—unless you expect to get a huge payout.
诸葛投研
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Has anyone thought about it: why does USDC’s annualized yield reach 6.51%, USDT’s is 4.59%, even SOL’s is 2.69%, but BTC’s is only 0.27%?
The reason is that the biggest DeFi “cake” hasn’t really taken off.
1. The DeFi “cake” of $BTC is truly huge. Because the crypto market’s total value is $22 trillion, BTC accounts for $1.3 trillion, or 58.7%. If DeFi could develop, it would overwhelm every other chain.
2. But in reality, in today’s DeFi ecosystem, Ethereum leads by a wide margin—$42.1 billion, taking first place. Solana ranks second with only $5.0 billion, and Bitcoin is down at number 6. The reason is simple: BTC can’t be directly staked to generate interest—it has to go through a cross-chain bridge (such as WBTC). This makes it vulnerable to hacker attacks, so people don’t dare to play.
3. However, last year a DeFi project called Babylon@BabylonLabs_io proposed a groundbreaking idea: using Bitcoin’s native timelocks and Taproot scripts, users can lock their BTC inside their own vaults. That way, everyone doesn’t need to bridge, fundamentally eliminating hacker risk. So when it launched at $BABY last year, funds were extremely bullish: its TVL quickly surged to become number one in the industry (at its peak, it exceeded $6 billion; now it’s around $4 billion), capturing 80% of the BTC DeFi market share. Babylon’s fully circulating market cap also once climbed to $2 billion.
4. But honestly, BTC DeFi still hasn’t fully developed. Even with an innovation like Babylon that allows users to stake BTC on the mainnet without bridging, and maps the staked BTC to other chains to earn staking rewards, the interest rate is still too low—basically below 1%. There’s simply not enough incentive, so capital isn’t very enthusiastic.
5. In any case, BTC’s “cake” is still huge. With a $1.3 trillion market cap, even a 3% conversion would be $39 billion—nearing today’s leading Ethereum. Especially now that Babylon#baby has integrated mainstream lending protocols like Aave V4, its TBV has gained recognition from these major protocols. It should bring another wave of incremental growth to the market.
The reason is that the biggest DeFi “cake” hasn’t really taken off.
1. The DeFi “cake” of $BTC is truly huge. Because the crypto market’s total value is $22 trillion, BTC accounts for $1.3 trillion, or 58.7%. If DeFi could develop, it would overwhelm every other chain.
2. But in reality, in today’s DeFi ecosystem, Ethereum leads by a wide margin—$42.1 billion, taking first place. Solana ranks second with only $5.0 billion, and Bitcoin is down at number 6. The reason is simple: BTC can’t be directly staked to generate interest—it has to go through a cross-chain bridge (such as WBTC). This makes it vulnerable to hacker attacks, so people don’t dare to play.
3. However, last year a DeFi project called Babylon@BabylonLabs_io proposed a groundbreaking idea: using Bitcoin’s native timelocks and Taproot scripts, users can lock their BTC inside their own vaults. That way, everyone doesn’t need to bridge, fundamentally eliminating hacker risk. So when it launched at $BABY last year, funds were extremely bullish: its TVL quickly surged to become number one in the industry (at its peak, it exceeded $6 billion; now it’s around $4 billion), capturing 80% of the BTC DeFi market share. Babylon’s fully circulating market cap also once climbed to $2 billion.
4. But honestly, BTC DeFi still hasn’t fully developed. Even with an innovation like Babylon that allows users to stake BTC on the mainnet without bridging, and maps the staked BTC to other chains to earn staking rewards, the interest rate is still too low—basically below 1%. There’s simply not enough incentive, so capital isn’t very enthusiastic.
5. In any case, BTC’s “cake” is still huge. With a $1.3 trillion market cap, even a 3% conversion would be $39 billion—nearing today’s leading Ethereum. Especially now that Babylon#baby has integrated mainstream lending protocols like Aave V4, its TBV has gained recognition from these major protocols. It should bring another wave of incremental growth to the market.
Give up on fantasies and embrace the 256-point high-barrier Alpha airdrop era:
1. This week’s 2 old-coin airdrops will be finished—both are 256-point. Have you ever wondered why the threshold is so high? It’s not because there are too many people—it’s because there aren’t enough airdrops. Even if Alpha players drop to 40,000 points, the threshold will still stay this high! Only if more airdrops come in can the high-threshold problem be solved.
2. Why am I saying that? Let me break down the points held by Alpha users. Right now there are 84,000 Alpha users:
About 5,000 of them are doing trading competitions—their scores are generally 285 points or even higher;
There’s another group of people with “10k” accounts (let’s assume it’s 10,000). Their scores are 270 points or higher;
The rest are “1k” accounts—smart people will basically grind up to around 260 points;
Pure beginners might use a strategy that lands them around 255 points.
3. So how many airdrops are there right now to reduce points? Each 15-day cycle has 4 old coins, and each old coin has 12,000份. Even if everyone is claimed by different people, it would only reduce points for 48,000 people, leaving about 36,000 people still at over 260 points. Tell me—if an old-coin airdrop with 10,000份 isn’t enough to cover 36,000 people, how could it possibly lower the scores?
4. So when can points actually be reduced? You can only hope for projects with high market caps. Only high market-cap projects might be able to distribute 50,000份— or even 100,000份. Only in that kind of scenario will low thresholds appear.
5. If you’ve figured this out too, whether you should resign is up to you: expecting the threshold to drop after people leave is impossible (even if only the trading-competition people and the “10k” account users remain, when they claim even one airdrop they’ll still be at 256 points or higher); expecting more high market-cap new projects to come out—that’s possible. Everyone can judge the probability for themselves.
1. This week’s 2 old-coin airdrops will be finished—both are 256-point. Have you ever wondered why the threshold is so high? It’s not because there are too many people—it’s because there aren’t enough airdrops. Even if Alpha players drop to 40,000 points, the threshold will still stay this high! Only if more airdrops come in can the high-threshold problem be solved.
2. Why am I saying that? Let me break down the points held by Alpha users. Right now there are 84,000 Alpha users:
About 5,000 of them are doing trading competitions—their scores are generally 285 points or even higher;
There’s another group of people with “10k” accounts (let’s assume it’s 10,000). Their scores are 270 points or higher;
The rest are “1k” accounts—smart people will basically grind up to around 260 points;
Pure beginners might use a strategy that lands them around 255 points.
3. So how many airdrops are there right now to reduce points? Each 15-day cycle has 4 old coins, and each old coin has 12,000份. Even if everyone is claimed by different people, it would only reduce points for 48,000 people, leaving about 36,000 people still at over 260 points. Tell me—if an old-coin airdrop with 10,000份 isn’t enough to cover 36,000 people, how could it possibly lower the scores?
4. So when can points actually be reduced? You can only hope for projects with high market caps. Only high market-cap projects might be able to distribute 50,000份— or even 100,000份. Only in that kind of scenario will low thresholds appear.
5. If you’ve figured this out too, whether you should resign is up to you: expecting the threshold to drop after people leave is impossible (even if only the trading-competition people and the “10k” account users remain, when they claim even one airdrop they’ll still be at 256 points or higher); expecting more high market-cap new projects to come out—that’s possible. Everyone can judge the probability for themselves.
诸葛投研
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Has anyone thought about it: why does USDC’s annualized yield reach 6.51%, USDT’s is 4.59%, even SOL’s is 2.69%, but BTC’s is only 0.27%?
The reason is that the biggest DeFi “cake” hasn’t really taken off.
1. The DeFi “cake” of $BTC is truly huge. Because the crypto market’s total value is $22 trillion, BTC accounts for $1.3 trillion, or 58.7%. If DeFi could develop, it would overwhelm every other chain.
2. But in reality, in today’s DeFi ecosystem, Ethereum leads by a wide margin—$42.1 billion, taking first place. Solana ranks second with only $5.0 billion, and Bitcoin is down at number 6. The reason is simple: BTC can’t be directly staked to generate interest—it has to go through a cross-chain bridge (such as WBTC). This makes it vulnerable to hacker attacks, so people don’t dare to play.
3. However, last year a DeFi project called Babylon@BabylonLabs_io proposed a groundbreaking idea: using Bitcoin’s native timelocks and Taproot scripts, users can lock their BTC inside their own vaults. That way, everyone doesn’t need to bridge, fundamentally eliminating hacker risk. So when it launched at $BABY last year, funds were extremely bullish: its TVL quickly surged to become number one in the industry (at its peak, it exceeded $6 billion; now it’s around $4 billion), capturing 80% of the BTC DeFi market share. Babylon’s fully circulating market cap also once climbed to $2 billion.
4. But honestly, BTC DeFi still hasn’t fully developed. Even with an innovation like Babylon that allows users to stake BTC on the mainnet without bridging, and maps the staked BTC to other chains to earn staking rewards, the interest rate is still too low—basically below 1%. There’s simply not enough incentive, so capital isn’t very enthusiastic.
5. In any case, BTC’s “cake” is still huge. With a $1.3 trillion market cap, even a 3% conversion would be $39 billion—nearing today’s leading Ethereum. Especially now that Babylon#baby has integrated mainstream lending protocols like Aave V4, its TBV has gained recognition from these major protocols. It should bring another wave of incremental growth to the market.
The reason is that the biggest DeFi “cake” hasn’t really taken off.
1. The DeFi “cake” of $BTC is truly huge. Because the crypto market’s total value is $22 trillion, BTC accounts for $1.3 trillion, or 58.7%. If DeFi could develop, it would overwhelm every other chain.
2. But in reality, in today’s DeFi ecosystem, Ethereum leads by a wide margin—$42.1 billion, taking first place. Solana ranks second with only $5.0 billion, and Bitcoin is down at number 6. The reason is simple: BTC can’t be directly staked to generate interest—it has to go through a cross-chain bridge (such as WBTC). This makes it vulnerable to hacker attacks, so people don’t dare to play.
3. However, last year a DeFi project called Babylon@BabylonLabs_io proposed a groundbreaking idea: using Bitcoin’s native timelocks and Taproot scripts, users can lock their BTC inside their own vaults. That way, everyone doesn’t need to bridge, fundamentally eliminating hacker risk. So when it launched at $BABY last year, funds were extremely bullish: its TVL quickly surged to become number one in the industry (at its peak, it exceeded $6 billion; now it’s around $4 billion), capturing 80% of the BTC DeFi market share. Babylon’s fully circulating market cap also once climbed to $2 billion.
4. But honestly, BTC DeFi still hasn’t fully developed. Even with an innovation like Babylon that allows users to stake BTC on the mainnet without bridging, and maps the staked BTC to other chains to earn staking rewards, the interest rate is still too low—basically below 1%. There’s simply not enough incentive, so capital isn’t very enthusiastic.
5. In any case, BTC’s “cake” is still huge. With a $1.3 trillion market cap, even a 3% conversion would be $39 billion—nearing today’s leading Ethereum. Especially now that Babylon#baby has integrated mainstream lending protocols like Aave V4, its TBV has gained recognition from these major protocols. It should bring another wave of incremental growth to the market.
Partly True
Has anyone thought about it: why does USDC’s annualized yield reach 6.51%, USDT’s is 4.59%, even SOL’s is 2.69%, but BTC’s is only 0.27%?
The reason is that the biggest DeFi “cake” hasn’t really taken off.
1. The DeFi “cake” of $BTC is truly huge. Because the crypto market’s total value is $22 trillion, BTC accounts for $1.3 trillion, or 58.7%. If DeFi could develop, it would overwhelm every other chain.
2. But in reality, in today’s DeFi ecosystem, Ethereum leads by a wide margin—$42.1 billion, taking first place. Solana ranks second with only $5.0 billion, and Bitcoin is down at number 6. The reason is simple: BTC can’t be directly staked to generate interest—it has to go through a cross-chain bridge (such as WBTC). This makes it vulnerable to hacker attacks, so people don’t dare to play.
3. However, last year a DeFi project called Babylon@BabylonLabs_io proposed a groundbreaking idea: using Bitcoin’s native timelocks and Taproot scripts, users can lock their BTC inside their own vaults. That way, everyone doesn’t need to bridge, fundamentally eliminating hacker risk. So when it launched at $BABY last year, funds were extremely bullish: its TVL quickly surged to become number one in the industry (at its peak, it exceeded $6 billion; now it’s around $4 billion), capturing 80% of the BTC DeFi market share. Babylon’s fully circulating market cap also once climbed to $2 billion.
4. But honestly, BTC DeFi still hasn’t fully developed. Even with an innovation like Babylon that allows users to stake BTC on the mainnet without bridging, and maps the staked BTC to other chains to earn staking rewards, the interest rate is still too low—basically below 1%. There’s simply not enough incentive, so capital isn’t very enthusiastic.
5. In any case, BTC’s “cake” is still huge. With a $1.3 trillion market cap, even a 3% conversion would be $39 billion—nearing today’s leading Ethereum. Especially now that Babylon#baby has integrated mainstream lending protocols like Aave V4, its TBV has gained recognition from these major protocols. It should bring another wave of incremental growth to the market.
The reason is that the biggest DeFi “cake” hasn’t really taken off.
1. The DeFi “cake” of $BTC is truly huge. Because the crypto market’s total value is $22 trillion, BTC accounts for $1.3 trillion, or 58.7%. If DeFi could develop, it would overwhelm every other chain.
2. But in reality, in today’s DeFi ecosystem, Ethereum leads by a wide margin—$42.1 billion, taking first place. Solana ranks second with only $5.0 billion, and Bitcoin is down at number 6. The reason is simple: BTC can’t be directly staked to generate interest—it has to go through a cross-chain bridge (such as WBTC). This makes it vulnerable to hacker attacks, so people don’t dare to play.
3. However, last year a DeFi project called Babylon@BabylonLabs_io proposed a groundbreaking idea: using Bitcoin’s native timelocks and Taproot scripts, users can lock their BTC inside their own vaults. That way, everyone doesn’t need to bridge, fundamentally eliminating hacker risk. So when it launched at $BABY last year, funds were extremely bullish: its TVL quickly surged to become number one in the industry (at its peak, it exceeded $6 billion; now it’s around $4 billion), capturing 80% of the BTC DeFi market share. Babylon’s fully circulating market cap also once climbed to $2 billion.
4. But honestly, BTC DeFi still hasn’t fully developed. Even with an innovation like Babylon that allows users to stake BTC on the mainnet without bridging, and maps the staked BTC to other chains to earn staking rewards, the interest rate is still too low—basically below 1%. There’s simply not enough incentive, so capital isn’t very enthusiastic.
5. In any case, BTC’s “cake” is still huge. With a $1.3 trillion market cap, even a 3% conversion would be $39 billion—nearing today’s leading Ethereum. Especially now that Babylon#baby has integrated mainstream lending protocols like Aave V4, its TBV has gained recognition from these major protocols. It should bring another wave of incremental growth to the market.
Awesome—why don’t you just get 652 points directly 😂
Yesterday, the extra 5-point bonus from predict.fun expired, and there were 25,000 people leaving. I thought the threshold would be a bit lower, but it’s still 256 points… (I’m not saying it’s a blind box; it should be a single-coin old coin. Guess it’s around 30u.)
Yesterday, the extra 5-point bonus from predict.fun expired, and there were 25,000 people leaving. I thought the threshold would be a bit lower, but it’s still 256 points… (I’m not saying it’s a blind box; it should be a single-coin old coin. Guess it’s around 30u.)
“Clear Act” new version officially released—can’t scam crypto, so should $TRUMP $WLFI tokens be taken down?
1. The current news is irresponsible, written as if it’s already in effect. Actually, it’s misleading people—the bill hasn’t been passed yet.
2. The full name of this bill is the “Clear Crypto Asset Market Structure Act.” It’s meant to clarify the regulatory process and responsibility allocation for crypto assets. Right now, it’s only a draft. If it truly gets passed into law, that would indeed be a big positive, because then everyone can act within the law, without living in constant worry.
3. To complete the legislative process, there are two steps: first the House, then the Senate. Last July, the House passed it, but the second step—the Senate—got stuck.
4. There are two choke points: first, last year Trump made 1.4 billion (1.4 billion USD) in web3 using tokens like TRUMP and WLFI, and in the end it left a mess—turned out to be nothing but chopped-up “wheat” (people who got scammed). So the Senate requires adding a clause banning senior officials from participating in the market—an ethics clause. Second, there’s controversy over staking rewards for crypto assets, especially whether stablecoins should pay interest. If they do, they’ll inevitably steal deposits from banks.
5. In the past few days, Trump has agreed to the ethics clause. So the bulls have been extrapolating the bill’s chance of passing and are calling for everyone to come in and bottom-fish. But don’t be too optimistic—the bill might not be passed, and the second choke point is equally important.
6. Also, the Senate goes into recess in August, so the “Clear Act” only has the chance to vote next week. If it doesn’t schedule a vote next week, we don’t know when the next vote will happen.
1. The current news is irresponsible, written as if it’s already in effect. Actually, it’s misleading people—the bill hasn’t been passed yet.
2. The full name of this bill is the “Clear Crypto Asset Market Structure Act.” It’s meant to clarify the regulatory process and responsibility allocation for crypto assets. Right now, it’s only a draft. If it truly gets passed into law, that would indeed be a big positive, because then everyone can act within the law, without living in constant worry.
3. To complete the legislative process, there are two steps: first the House, then the Senate. Last July, the House passed it, but the second step—the Senate—got stuck.
4. There are two choke points: first, last year Trump made 1.4 billion (1.4 billion USD) in web3 using tokens like TRUMP and WLFI, and in the end it left a mess—turned out to be nothing but chopped-up “wheat” (people who got scammed). So the Senate requires adding a clause banning senior officials from participating in the market—an ethics clause. Second, there’s controversy over staking rewards for crypto assets, especially whether stablecoins should pay interest. If they do, they’ll inevitably steal deposits from banks.
5. In the past few days, Trump has agreed to the ethics clause. So the bulls have been extrapolating the bill’s chance of passing and are calling for everyone to come in and bottom-fish. But don’t be too optimistic—the bill might not be passed, and the second choke point is equally important.
6. Also, the Senate goes into recess in August, so the “Clear Act” only has the chance to vote next week. If it doesn’t schedule a vote next week, we don’t know when the next vote will happen.
Now doing Alpha is like in 1949 doing the Kuomintang: you know there’s no future, but you still fantasize that once the Russians/Big Bear is done for, what’s left will be yours.
1. Airdrop of 12,000 units—then 25,000 people disappeared. That’s everyone being too disappointed in Alpha and leaving.
2. Damn it. Wallet address $QQQB called in way too many people, and the pool is also getting evil. So now the wallet is hard to swipe; it clips people at random for 0.3u, 0.5u—really uncomfortable. It’s even worse than swiping $NES .
3. Look at today’s NES buy volume: 69 million. But QQQB’s buy volume is only 21.36 million—clearly, there are more people swiping NES.
4. Everyone knows that swiping QQQB on an exchange spot doesn’t give you rewards, right? Could it be that the 25,000 people who left yesterday went to swipe QQQB on spot? If you’re swiping QQQB in the wallet, remember to bind an invitation code to save on fees. Code-binding steps: on the wallet home page tap “Invite Friends” → tap “Enter Invitation Code” → enter “ZG666” → confirm. That’s it.
1. Airdrop of 12,000 units—then 25,000 people disappeared. That’s everyone being too disappointed in Alpha and leaving.
2. Damn it. Wallet address $QQQB called in way too many people, and the pool is also getting evil. So now the wallet is hard to swipe; it clips people at random for 0.3u, 0.5u—really uncomfortable. It’s even worse than swiping $NES .
3. Look at today’s NES buy volume: 69 million. But QQQB’s buy volume is only 21.36 million—clearly, there are more people swiping NES.
4. Everyone knows that swiping QQQB on an exchange spot doesn’t give you rewards, right? Could it be that the 25,000 people who left yesterday went to swipe QQQB on spot? If you’re swiping QQQB in the wallet, remember to bind an invitation code to save on fees. Code-binding steps: on the wallet home page tap “Invite Friends” → tap “Enter Invitation Code” → enter “ZG666” → confirm. That’s it.
What does this mean? Why not just call it Tencent and Xiaomi directly, but use Hong Kong stock codes instead? $HK1810 $HK0700 isn’t that it can’t handle Chinese either $币安人生
Last night Alpha Airdrop report:
1. Total of 12,000 entries—gone in 25 seconds. The airdrops sent were $BEE and $EDGE .
2. Someone got the hidden edition. Hats off to them—by now there are only 10u left… I mean, is the hidden edition really that hard to get? My mystery boxes are always the standard ones. I can’t even grab a rare.
3. Yesterday’s airdrop threshold jumped straight to 256 points (in theory, it can filter out the thousand-u accounts; of course, in practice, thousand-u accounts usually get an extra 5 points from multiple runs). That’s why now basically everyone is holding their points and waiting for the Grvt on the 30th, worried they won’t be able to eat. Everyone should be mentally prepared that the threshold is relatively high.
4. Now people will do anything to get the airdrop (or maybe just for the traffic). They’ve started using rumors to try to discourage others. When the airdrop on the 30th ends, there should be a big wave of people resigning. The number is expected to drop back to around 70,000.
1. Total of 12,000 entries—gone in 25 seconds. The airdrops sent were $BEE and $EDGE .
2. Someone got the hidden edition. Hats off to them—by now there are only 10u left… I mean, is the hidden edition really that hard to get? My mystery boxes are always the standard ones. I can’t even grab a rare.
3. Yesterday’s airdrop threshold jumped straight to 256 points (in theory, it can filter out the thousand-u accounts; of course, in practice, thousand-u accounts usually get an extra 5 points from multiple runs). That’s why now basically everyone is holding their points and waiting for the Grvt on the 30th, worried they won’t be able to eat. Everyone should be mentally prepared that the threshold is relatively high.
4. Now people will do anything to get the airdrop (or maybe just for the traffic). They’ve started using rumors to try to discourage others. When the airdrop on the 30th ends, there should be a big wave of people resigning. The number is expected to drop back to around 70,000.
It’s just one word—who can guess what I’m trying to say?
I saw some brothers saying that $ARX has only 1 day left. If there are no stablecoins left, what should we do? Are we sure we didn’t get the重点 (the main point) wrong?
1. Is this really the time to worry about stablecoins? Even the “senior sister” said “too many people chasing too few jobs”—now it’s more about being worried that there won’t be Alpha airdrops~~
2. Let’s not even talk about the fact that there haven’t been new projects for 25 straight days. Even the old coins have already been releasing only 2 out of the last 4 weeks, and there are only 10,000 shares— the remaining 90,000 people can’t get into the airdrop rotation.
3. Of course, ARX expiring isn’t the issue either. After all, the wear from $QQQB already in the wallet has been pushed to 1.2u. But even if the wear is lower, the real point is still that there are simply too few airdrops—there still hasn’t been an announcement from this week through Tuesday……
1. Is this really the time to worry about stablecoins? Even the “senior sister” said “too many people chasing too few jobs”—now it’s more about being worried that there won’t be Alpha airdrops~~
2. Let’s not even talk about the fact that there haven’t been new projects for 25 straight days. Even the old coins have already been releasing only 2 out of the last 4 weeks, and there are only 10,000 shares— the remaining 90,000 people can’t get into the airdrop rotation.
3. Of course, ARX expiring isn’t the issue either. After all, the wear from $QQQB already in the wallet has been pushed to 1.2u. But even if the wear is lower, the real point is still that there are simply too few airdrops—there still hasn’t been an announcement from this week through Tuesday……
Brothers, I got my understanding refreshed by the liquidity next door. Last week I participated in their $OPENAI subscription for a new listing, and I thought the pricing was pretty decent. Turned out the allocation rate was low—fine, but the contract price is clearly 1068u, yet the spot price is only 731u? With liquidity this bad, they don’t want to do anything official at all. It’s like they don’t want customers to make money 😂
Thanks next door—this month’s Alpha losses have finally been made up 😭😭😭
I only joined the event on the 29th, missed out on the early daily chart rewards, and still got 1300 U—way beyond my expectations.
I only joined the event on the 29th, missed out on the early daily chart rewards, and still got 1300 U—way beyond my expectations.
Brothers, don’t forget the check-in event in this wallet—it’s also the pork knuckle rice!
Sister Yi finally hears what everyone has to say. Alpha’s air-drop of “a few less” is indeed out of my control, but we can’t just let the scientists take it all, can we?~
Originally, there were only 10,000 air-drops. If it’s a matter of speed and I lose to them, then I accept my fate. But if the scientists snatch them away, I really don’t buy it.
Originally, there were only 10,000 air-drops. If it’s a matter of speed and I lose to them, then I accept my fate. But if the scientists snatch them away, I really don’t buy it.
This World Cup is really an excellent anti-gambling campaign 😂
One second: I can’t believe how Messi could lose; the next second: Messi’s tears spill at the World Cup……
1. Look at my record—I participated from start to finish, and in the end my prediction hit rate was only 42. For example, yesterday was 1 hit out of 4. If this were real money, I’d have to lose my underwear too;
2. The point-based game next door is very much like playing with real money. After getting three straight wrong, my points were almost wiped out. In a fit of anger I bet on a draw, and didn’t expect a huge upset that actually pushed me up onto the leaderboard.
3. Compared like this, it really feels like An An’s rewards are indeed weaker: I ate about 5u on An An, but in one match next door I ate 250u—plus I haven’t even counted the scattered daily amounts before that. After all, they really did throw down 2 million u.
4. No more to say: stay away from gambling, cherish your principal.
One second: I can’t believe how Messi could lose; the next second: Messi’s tears spill at the World Cup……
1. Look at my record—I participated from start to finish, and in the end my prediction hit rate was only 42. For example, yesterday was 1 hit out of 4. If this were real money, I’d have to lose my underwear too;
2. The point-based game next door is very much like playing with real money. After getting three straight wrong, my points were almost wiped out. In a fit of anger I bet on a draw, and didn’t expect a huge upset that actually pushed me up onto the leaderboard.
3. Compared like this, it really feels like An An’s rewards are indeed weaker: I ate about 5u on An An, but in one match next door I ate 250u—plus I haven’t even counted the scattered daily amounts before that. After all, they really did throw down 2 million u.
4. No more to say: stay away from gambling, cherish your principal.
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