正航奇旅
经济思维看世界，周期思维晓未来
143 Following
967 Followers
3.5K+ Liked
198 Shared
Posts
All
Quotes
If you believe $ZEC is going to moon 100x, you really don't have to scramble for other investment options.
$ZEC = 100 BTC
Hot take: ZEC can skyrocket to 10,000 USD each, FET jumped 20 USD this morning, and ONDO could hit 50 USD❗️
It's rare, but finally, my aesthetic aligns with CZ's❗️
CZ's crypto firm YZi is on the same page, and CZ is focusing on three core sectors: privacy concepts, AI agents, and RWA.
When $ZEC went from 10 USD to 400 USD, I already said: privacy will become a new necessity, a super-demand narrative that rivals BTC's decentralization from 14 years ago. In the next hundredfold growth, ZEC will definitely have a seat at the table.
Why ZEC instead of XMR❓
Three words: compliance.
Privacy is a must-have, compliance is essential. XMR's absolute privacy has narrowed its path; under global high regulation, XMR's future possibilities are shrinking.
In contrast, ZEC's optional privacy meets both the privacy necessity and compliance requirements, making ZEC the most likely beneficiary under privacy compliance❗️
$FET is a classic example of getting in early and benefiting well.
I'm very bullish on the AI sector, but I don't advocate chasing AI. Times are changing, AI is iterating, and no matter how hard humans chase, we can't keep up with AI's evolutionary speed.
Therefore, to make profits, we need to focus on infrastructure. In the AI sector, my top picks are TAO and FET.
TAO is basic computing power + underlying framework + large models. In short: the BTC of the AI space, the foundational logic of AI.
FET is the backbone of AI agents, a protocol like X402 that ensures it will become the underlying logic for AI transactions. AI systems can't trade in fiat currency, so they must settle on-chain, which means FET's trading protocol is essential.
That's what getting in early and reaping the rewards is all about🤣🤣, similar to Japan's strategy: as long as I file my patent early, you'll eventually pay me the patent fees❗️
$ONDO needs no further explanation, the leader in RWA, matched against US Treasuries—39 trillion in US debt. Even if it only diverts 1% to ONDO, ONDO's market cap can soar to 390 billion❗️
BlackRock, Goldman Sachs, and Morgan Stanley are all following suit; this is an absolute opportunity.
The crypto space is fast-paced; I believe that whether it's privacy concepts, RWA, or AI agents, new projects will emerge with growth surpassing ZEC, ONDO, and FET.
But Sun Ge is right: we can't just chase the moment; we need to focus on the next decade❗️
Mining gold in a sea of waste is tough; buying infrastructure might grow slower, but it’s stable—living longer means earning more‼️
{future}(ONDOUSDT)
{future}(FETUSDT)
{future}(ZECUSDT)
It's rare, but finally, my aesthetic aligns with CZ's❗️
CZ's crypto firm YZi is on the same page, and CZ is focusing on three core sectors: privacy concepts, AI agents, and RWA.
When $ZEC went from 10 USD to 400 USD, I already said: privacy will become a new necessity, a super-demand narrative that rivals BTC's decentralization from 14 years ago. In the next hundredfold growth, ZEC will definitely have a seat at the table.
Why ZEC instead of XMR❓
Three words: compliance.
Privacy is a must-have, compliance is essential. XMR's absolute privacy has narrowed its path; under global high regulation, XMR's future possibilities are shrinking.
In contrast, ZEC's optional privacy meets both the privacy necessity and compliance requirements, making ZEC the most likely beneficiary under privacy compliance❗️
$FET is a classic example of getting in early and benefiting well.
I'm very bullish on the AI sector, but I don't advocate chasing AI. Times are changing, AI is iterating, and no matter how hard humans chase, we can't keep up with AI's evolutionary speed.
Therefore, to make profits, we need to focus on infrastructure. In the AI sector, my top picks are TAO and FET.
TAO is basic computing power + underlying framework + large models. In short: the BTC of the AI space, the foundational logic of AI.
FET is the backbone of AI agents, a protocol like X402 that ensures it will become the underlying logic for AI transactions. AI systems can't trade in fiat currency, so they must settle on-chain, which means FET's trading protocol is essential.
That's what getting in early and reaping the rewards is all about🤣🤣, similar to Japan's strategy: as long as I file my patent early, you'll eventually pay me the patent fees❗️
$ONDO needs no further explanation, the leader in RWA, matched against US Treasuries—39 trillion in US debt. Even if it only diverts 1% to ONDO, ONDO's market cap can soar to 390 billion❗️
BlackRock, Goldman Sachs, and Morgan Stanley are all following suit; this is an absolute opportunity.
The crypto space is fast-paced; I believe that whether it's privacy concepts, RWA, or AI agents, new projects will emerge with growth surpassing ZEC, ONDO, and FET.
But Sun Ge is right: we can't just chase the moment; we need to focus on the next decade❗️
Mining gold in a sea of waste is tough; buying infrastructure might grow slower, but it’s stable—living longer means earning more‼️
{future}(ONDOUSDT)
{future}(FETUSDT)
{future}(ZECUSDT)
The Wildest Plays on Uniswap V4
朱老师区块链
·
--
Uniswap V4's Wildest Play: Someone Made 60x in 6 Days
Today, we’re discussing the latest and hottest narrative around Uniswap V4 Hook, which has directly pumped UNI's price by 20%.
Recently, the hottest projects leveraging V4 Hook gameplay are primarily SATO/SAT1, uPEG (Unipeg), and Slonks. These have completely ignited the V4 Hook narrative in April-May 2026 (especially over the past 2-3 weeks), sparking intense discussions, so let’s dive into what other opportunities Hook has to offer!
Uniswap V4 (going live on the mainnet January 30, 2025) revolves around Hook: it acts like a plugin that can inject custom smart contract logic throughout the pool's lifecycle (initialization, adding/removing liquidity, before and after swaps, donations, etc.), enabling dynamic fees, on-chain limit orders, automated re-collateralization, NFT generation, and other previously impossible plays. Previously, Hook was mainly infrastructure-oriented (like LP optimization), but this latest wave of new projects has turned Hook into a combination of on-chain economic models + narratives + meme/NFT integration, shooting Hook straight to trending.
Recently, the hottest projects leveraging V4 Hook gameplay are primarily SATO/SAT1, uPEG (Unipeg), and Slonks. These have completely ignited the V4 Hook narrative in April-May 2026 (especially over the past 2-3 weeks), sparking intense discussions, so let’s dive into what other opportunities Hook has to offer!
Uniswap V4 (going live on the mainnet January 30, 2025) revolves around Hook: it acts like a plugin that can inject custom smart contract logic throughout the pool's lifecycle (initialization, adding/removing liquidity, before and after swaps, donations, etc.), enabling dynamic fees, on-chain limit orders, automated re-collateralization, NFT generation, and other previously impossible plays. Previously, Hook was mainly infrastructure-oriented (like LP optimization), but this latest wave of new projects has turned Hook into a combination of on-chain economic models + narratives + meme/NFT integration, shooting Hook straight to trending.
$ZEC Zcash's pricing is based on what it prevents: surveillance.
As monitoring becomes the norm everywhere, blocking it becomes increasingly valuable.
And there’s no alternative: gold is heavy/tangible, BTC isn't private, Monero has flaws, and so on.
Zcash is the only solution.
As monitoring becomes the norm everywhere, blocking it becomes increasingly valuable.
And there’s no alternative: gold is heavy/tangible, BTC isn't private, Monero has flaws, and so on.
Zcash is the only solution.
$ZEC 1ZEC=10BTC
Foundry Digital just added Zcash as the second supported asset after Bitcoin. In the first month, it captured 30% of the ZEC hash rate. This event coincided with a week when mining emissions dropped by 70% due to the halving, while 31% of the total supply remains locked in shielded pools, skyrocketing by 304% year-over-year. Ansem bought in at $5 and told you about it at $600. Why are they 'coming clean'? They're not coming clean; they're flexing. The math of supply squeeze is simple: new issuance down by 70%, a third of the circulating supply locked in privacy and continuing to grow, while Bitcoin's biggest mining infrastructure operator just validated this network. Open interest is valued at $924 million, with daily perpetual contract trading volume hitting $5.6 billion. This is not a junk coin rotation. Foundry doesn't mine junk coins.
The House Always Wins Game
朱老师区块链
·
--
From my recent research and insights, this AI bubble is definitely going to burst!
A memory company has an 80% net profit margin; two years ago these memory companies were likely in the red.
This shows that AI companies and the industry are scrambling, not wanting to miss out on the next big opportunity. The next era will be ruled by those who dominate AI.
However, AI isn't like clothing or cars; it has diverse personalized demands. The AI model that truly excels will win it all, while the rest will fade away.
So, the level of craziness we're seeing now will likely lead to an equal level of downturn later. The 2000 internet bubble might repeat itself.
Looking back at the situation with Micron back then, it's strikingly similar; history always has a way of repeating itself.
Given the current pace of AI refinement, the tipping point could be within the next 1-2 years! $MU
A memory company has an 80% net profit margin; two years ago these memory companies were likely in the red.
This shows that AI companies and the industry are scrambling, not wanting to miss out on the next big opportunity. The next era will be ruled by those who dominate AI.
However, AI isn't like clothing or cars; it has diverse personalized demands. The AI model that truly excels will win it all, while the rest will fade away.
So, the level of craziness we're seeing now will likely lead to an equal level of downturn later. The 2000 internet bubble might repeat itself.
Looking back at the situation with Micron back then, it's strikingly similar; history always has a way of repeating itself.
Given the current pace of AI refinement, the tipping point could be within the next 1-2 years! $MU
$ZEC If you can still read this, you're missing out on more. Zcash has another 10x potential.
Foundry Digital just added Zcash as the second supported asset after Bitcoin. In the first month, it captured 30% of the ZEC hash rate. This event coincided with a week when mining emissions dropped by 70% due to the halving, while 31% of the total supply remains locked in shielded pools, skyrocketing by 304% year-over-year. Ansem bought in at $5 and told you about it at $600. Why are they 'coming clean'? They're not coming clean; they're flexing. The math of supply squeeze is simple: new issuance down by 70%, a third of the circulating supply locked in privacy and continuing to grow, while Bitcoin's biggest mining infrastructure operator just validated this network. Open interest is valued at $924 million, with daily perpetual contract trading volume hitting $5.6 billion. This is not a junk coin rotation. Foundry doesn't mine junk coins.
UNI V4 Hook Summer
V4 Hook Summer
A ton of devs are starting to innovate around V4 Hook
It reminds me of the inscription era in the BTC ecosystem
Feels like a 'sunrise industry attracting beauties to join'
Current positions
Level 1: $UNI with high leverage
Level 2: $Sato $Sat1 $Shit
Haven't participated in any chart-related projects; just not my aesthetic
A ton of devs are starting to innovate around V4 Hook
It reminds me of the inscription era in the BTC ecosystem
Feels like a 'sunrise industry attracting beauties to join'
Current positions
Level 1: $UNI with high leverage
Level 2: $Sato $Sat1 $Shit
Haven't participated in any chart-related projects; just not my aesthetic
Unichain and V4 are continuously evolving: The Hooks mechanism in V4 and Unichain's L2 optimizations will further solidify Uniswap's absolute dominance in the DEX space.
$UNI makes a strong breakout above 4U: DeFi king is back, fee switch ignites value reassessment!
UNI once again proves its position as the DeFi leader with strength! Amidst general market turbulence, UNI rises against the tide, strongly breaking through the 4-dollar mark.
What are the core driving forces behind UNI's breakout above 4U:
1. Fee switch value explosion: Uniswap DAO has activated the fee switch, with part of the protocol's revenue being used to buy back and burn UNI. This transforms UNI from a governance token into a valuable asset with strong deflationary expectations.
2. Unichain and V4 continuous evolution: The V4 Hooks mechanism and Unichain's L2 optimizations will further solidify Uniswap's absolute leading position in the DEX space.
3. Value rebound in the DeFi sector: As a core infrastructure of Web3, Uniswap is the top choice for capital returning to the DeFi sector. UNI's strength indicates a new round of explosion across the entire sector.
The breakout above 4U marks a qualitative change in its value capture ability. It is no longer just a trading platform; it has become a DeFi giant with strong money-printing attributes.
With the breakout above 4U, upward space has opened up, and the long-term trend remains optimistic. Also, pay attention to UNI's catalytic effect on other quality DeFi protocols.
The DeFi king is back, and $UNI is showing us its true value!
{spot}(UNIUSDT)
UNI once again proves its position as the DeFi leader with strength! Amidst general market turbulence, UNI rises against the tide, strongly breaking through the 4-dollar mark.
What are the core driving forces behind UNI's breakout above 4U:
1. Fee switch value explosion: Uniswap DAO has activated the fee switch, with part of the protocol's revenue being used to buy back and burn UNI. This transforms UNI from a governance token into a valuable asset with strong deflationary expectations.
2. Unichain and V4 continuous evolution: The V4 Hooks mechanism and Unichain's L2 optimizations will further solidify Uniswap's absolute leading position in the DEX space.
3. Value rebound in the DeFi sector: As a core infrastructure of Web3, Uniswap is the top choice for capital returning to the DeFi sector. UNI's strength indicates a new round of explosion across the entire sector.
The breakout above 4U marks a qualitative change in its value capture ability. It is no longer just a trading platform; it has become a DeFi giant with strong money-printing attributes.
With the breakout above 4U, upward space has opened up, and the long-term trend remains optimistic. Also, pay attention to UNI's catalytic effect on other quality DeFi protocols.
The DeFi king is back, and $UNI is showing us its true value!
{spot}(UNIUSDT)
See translation
立法监管是框架，流动性才是王道。
區塊客
·
--
"99% of altcoins will eventually go to zero" Arthur Hayes: Legislation won't save the crypto space, liquidity is king
Arthur Hayes questions the actual contribution of the legislation to crypto assets
At the Consensus Miami 2026 conference in Miami, the crypto industry is riding high on optimism following breakthroughs in U.S. market structure legislation. However, BitMEX co-founder and Maelstrom's Chief Investment Officer Arthur Hayes doused this excitement with a cold splash of reality during his talk at CoinDesk Live.
He clearly stated that the (CLARITY Act) offers no real benefit to Bitcoin or genuine crypto assets. This legislation is essentially designed for the power players behind centralized companies.
At the Consensus Miami 2026 conference in Miami, the crypto industry is riding high on optimism following breakthroughs in U.S. market structure legislation. However, BitMEX co-founder and Maelstrom's Chief Investment Officer Arthur Hayes doused this excitement with a cold splash of reality during his talk at CoinDesk Live.
He clearly stated that the (CLARITY Act) offers no real benefit to Bitcoin or genuine crypto assets. This legislation is essentially designed for the power players behind centralized companies.
See translation
$ZEC Zcash 万亿！
12 major reasons driving the recent surge of $ZEC: 1. Privacy sovereignty, a massive fundamental demand for privacy;\n2. zk proofs, Zcash is the first zk-SNARK system on the planet;\n3. Zcash's resistance to quantum attacks;\n4. Celebrity influence, with figures like Naval and Hayes bullish on it;\n5. Launch of the new mining rig, Z15 Pro;\n6. Foundry Services, a major Bitcoin mining farm, has entered the mining scene, controlling about 30% of the hash rate;\n7. Zcash eliminates regulatory uncertainty by allowing optional disclosure when needed for compliance, easing concerns and attracting a broader audience, creating a moat for institutional entry;\n8. Over 30% of the supply is locked up;\n9. Increased support from chains like Solana, Near, and THORChain, attracting a wider audience;\n10. Robinhood's IPO;\n11. Growing expectations for a Grayscale ETF;\n12. Increasing support from large institutions: \n(1) Cypherpunk holds about $170 million in ZEC;\n(2) Multicoin Capital claims to have been accumulating heavily since February;\nThese factors are what's fueling Zcash's price explosion.
🚨 $ZEC is rapidly heading into the post-quantum era
Zcash plans to roll out a quantum-resistant wallet within a month
But the bigger goal is even crazier:
A full transition to post-quantum architecture in 12–18 months… while scaling to Visa / Mastercard level throughput
Privacy coins are no longer just about anonymity
It's now about
Privacy + Quantum Resistance + Global Scale Payments
This narrative is a stark departure from previous cycles.
Zcash plans to roll out a quantum-resistant wallet within a month
But the bigger goal is even crazier:
A full transition to post-quantum architecture in 12–18 months… while scaling to Visa / Mastercard level throughput
Privacy coins are no longer just about anonymity
It's now about
Privacy + Quantum Resistance + Global Scale Payments
This narrative is a stark departure from previous cycles.
12 major reasons driving the recent surge of $ZEC: 1. Privacy sovereignty, a massive fundamental demand for privacy;\n2. zk proofs, Zcash is the first zk-SNARK system on the planet;\n3. Zcash's resistance to quantum attacks;\n4. Celebrity influence, with figures like Naval and Hayes bullish on it;\n5. Launch of the new mining rig, Z15 Pro;\n6. Foundry Services, a major Bitcoin mining farm, has entered the mining scene, controlling about 30% of the hash rate;\n7. Zcash eliminates regulatory uncertainty by allowing optional disclosure when needed for compliance, easing concerns and attracting a broader audience, creating a moat for institutional entry;\n8. Over 30% of the supply is locked up;\n9. Increased support from chains like Solana, Near, and THORChain, attracting a wider audience;\n10. Robinhood's IPO;\n11. Growing expectations for a Grayscale ETF;\n12. Increasing support from large institutions: \n(1) Cypherpunk holds about $170 million in ZEC;\n(2) Multicoin Capital claims to have been accumulating heavily since February;\nThese factors are what's fueling Zcash's price explosion.
JPMorgan, Mastercard, and Ripple have jumped in, directly collaborating with Ondo on an on-chain treasury settlement pilot. Public chains are getting plugged into traditional banking!
OMG, $ONDO this move just went insane!!
JPMorgan, Mastercard, and Ripple are all in the game, teaming up with Ondo for an on-chain treasury settlement pilot—linking public chains directly with traditional banks!
The market just exploded, ONDO shot up 34% in 24 hours, trading volume went through the roof.
Stop saying RWA is just pie in the sky; top-tier institutions are diving in, this narrative is set in stone. Next, the entire RWA sector is gonna ride the wave, no more bearish talk!
$BTC $ETH
JPMorgan, Mastercard, and Ripple are all in the game, teaming up with Ondo for an on-chain treasury settlement pilot—linking public chains directly with traditional banks!
The market just exploded, ONDO shot up 34% in 24 hours, trading volume went through the roof.
Stop saying RWA is just pie in the sky; top-tier institutions are diving in, this narrative is set in stone. Next, the entire RWA sector is gonna ride the wave, no more bearish talk!
$BTC $ETH
Tokenized real-world assets surged tenfold in two years, surpassing $30 billion.
Binance News
·
--
Tokenized Real-World Assets Surge Tenfold in Two Years, Exceeding $30 Billion
Tokenized real-world assets (RWA) have experienced significant growth, increasing tenfold over the past two years to surpass $30 billion, according to ChainCatcher, citing a16z crypto. Nearly half of these assets are comprised of U.S. Treasury bonds. This expansion highlights the growing institutional demand for on-chain traditional financial instruments such as government bonds, commodities, stocks, and private credit.While U.S. Treasury bonds currently dominate the tokenized asset market, the asset class is diversifying. In recent quarters, other categories have gained substantial market share, indicating a broader acceptance and integration of tokenized assets within the financial sector.
$ZEC looks so bullish, a towering candlestick shooting straight to the moon, trillion dollar vibes!
$ZEC with such a beautiful chart, no need to say much, it's all about that bullish momentum! To the moon!
Login to explore more contents