kungfu_crypto
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For those who have been in the circle for a long time
You are already very familiar with hyperliquid
Understanding that it has real revenue buybacks and a unique distribution mechanism
For Wall Street institutions like Old Deng, who still don't know how to use wallets, it may still be confusing
Now they are looking at AAVE and other DeFi projects with real yields
The most profitable projects and the largest real narratives in the circle
Information has always been public
It just hasn't been averaged yet
You are already very familiar with hyperliquid
Understanding that it has real revenue buybacks and a unique distribution mechanism
For Wall Street institutions like Old Deng, who still don't know how to use wallets, it may still be confusing
Now they are looking at AAVE and other DeFi projects with real yields
The most profitable projects and the largest real narratives in the circle
Information has always been public
It just hasn't been averaged yet
See original
【Help Request】
A brother's wallet address was hacked on-chain for 2M, and the hacker has transferred it to exchanges, some of which are Binance. Is there any related team that can be contacted to handle this?
@binancezh @sisibinance @heyibinance
Thank you
A brother's wallet address was hacked on-chain for 2M, and the hacker has transferred it to exchanges, some of which are Binance. Is there any related team that can be contacted to handle this?
@binancezh @sisibinance @heyibinance
Thank you
See original
[Help Request]
A brother's wallet address has been hacked on the chain for 2M, and the hacker has transferred some of it to an exchange, including part to Binance. Is there a related team that can be contacted to handle this?
Thank you
A brother's wallet address has been hacked on the chain for 2M, and the hacker has transferred some of it to an exchange, including part to Binance. Is there a related team that can be contacted to handle this?
Thank you
See original
When stablecoins first emerged
People in the community were actually wondering what this thing was
It was supposed to be used to buy BTC, so why is it related to the US dollar?
Then Stablecoin surged in the following years
We need to clear away the fog of emotions and inertia
And view innovation with more patience
People in the community were actually wondering what this thing was
It was supposed to be used to buy BTC, so why is it related to the US dollar?
Then Stablecoin surged in the following years
We need to clear away the fog of emotions and inertia
And view innovation with more patience
See original
Crypto to Trump
Perhaps similar to Elon to Trump
A tool for money and traffic
If interests are not aligned, just throw it away
Tonight's drama may appear in Crypto in the coming years
That wouldn't be surprising either
Perhaps similar to Elon to Trump
A tool for money and traffic
If interests are not aligned, just throw it away
Tonight's drama may appear in Crypto in the coming years
That wouldn't be surprising either
See original
“There is no value anchoring in the cryptocurrency world, and there is no fundamental data. I want to go to the US stock market for value investment!”
$CRCL 76.
$CRCL 76.
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Sahara AI packages data, models, and agents on-chain, bringing the 'AI asset layer' from PPT to the blockchain; the execution logic of the Royalty Vault's automatic profit-sharing allows contributors to earn returns like receiving royalties, a unique design rarely seen in current AI × Web3 projects.
The BUIDLPAD public offering window is from June 8 to 18, with a hard cap of 8.5 M USD, selling only 1.4167% of circulation, corresponding to an FDV of approximately 600 M; 100% TGE unlock, with individual limits of 50-3000 USD. For secondary investors, this 'small cap + full circulation' means concentrated liquidity pressure on the first day but also leaves room for arbitrage for early participants. Observing the trend of $Layer can make this clear.
On the financing side, 43 M USD has already been raised, with a lineup from Polychain to Pantera, Samsung Next, and executives from Midjourney and Anthropic on the advisory board, showcasing at least a network of industry resources, but what really matters is when on-chain transaction data will see a volume increase. The SIWA public test has 3.2 M accounts and 1.4 M DAU, where users can earn test coins by completing tasks using the Faucet; the faucet traffic from Bitget Wallet has validated the cold start appeal. The number of data annotators has exceeded 200,000, indicating that the story of 'contribution equals earnings' has found an audience, but for monetization, we still need to wait for the mainnet to be fully operational.
Horizontal comparison: FET circulating market value is 1.96 B, TAO is 3.4 B, RNDR is 2.03 B, ARKM is 0.123 B; Sahara's launch has an FDV of 600 M, positioned between Arkham and Render. There is a 3-4 × value creation space to catch up with FET. It should be categorized under the 'AI asset infrastructure' pocket. 600 M FDV is not cheap, but not outrageous either; if the Royalty Vault can achieve tens of thousands of daily active paid users, for every percentage point increase in market share, the valuation could theoretically expand by 1 B+, first participate in BUIDLPAD, then adjust positions based on mainnet data; for truly large positions, we need to wait for the mainnet's six-month retention rate and GMV proof.
Key observation points: ① Whether the mainnet is launched as scheduled in Q3; ② Whether royalty settlements are frictionless; ③ The number of institutional nodes and their yields; ④ Whether the transaction volume of datasets and models can form an exponential growth trajectory.
The BUIDLPAD public offering window is from June 8 to 18, with a hard cap of 8.5 M USD, selling only 1.4167% of circulation, corresponding to an FDV of approximately 600 M; 100% TGE unlock, with individual limits of 50-3000 USD. For secondary investors, this 'small cap + full circulation' means concentrated liquidity pressure on the first day but also leaves room for arbitrage for early participants. Observing the trend of $Layer can make this clear.
On the financing side, 43 M USD has already been raised, with a lineup from Polychain to Pantera, Samsung Next, and executives from Midjourney and Anthropic on the advisory board, showcasing at least a network of industry resources, but what really matters is when on-chain transaction data will see a volume increase. The SIWA public test has 3.2 M accounts and 1.4 M DAU, where users can earn test coins by completing tasks using the Faucet; the faucet traffic from Bitget Wallet has validated the cold start appeal. The number of data annotators has exceeded 200,000, indicating that the story of 'contribution equals earnings' has found an audience, but for monetization, we still need to wait for the mainnet to be fully operational.
Horizontal comparison: FET circulating market value is 1.96 B, TAO is 3.4 B, RNDR is 2.03 B, ARKM is 0.123 B; Sahara's launch has an FDV of 600 M, positioned between Arkham and Render. There is a 3-4 × value creation space to catch up with FET. It should be categorized under the 'AI asset infrastructure' pocket. 600 M FDV is not cheap, but not outrageous either; if the Royalty Vault can achieve tens of thousands of daily active paid users, for every percentage point increase in market share, the valuation could theoretically expand by 1 B+, first participate in BUIDLPAD, then adjust positions based on mainnet data; for truly large positions, we need to wait for the mainnet's six-month retention rate and GMV proof.
Key observation points: ① Whether the mainnet is launched as scheduled in Q3; ② Whether royalty settlements are frictionless; ③ The number of institutional nodes and their yields; ④ Whether the transaction volume of datasets and models can form an exponential growth trajectory.
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Every day I watch my friend analyzing the big pancake for 15 minutes, talking about everything under the sun.
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