TechFlowPost

以太坊版微策略要来了？

美股 SharpLink Gaming 股价飞涨超600%，宣布定增4.25亿美元购买ETH

SharpLink Gaming今日宣布已签署证券购买协议，进行 4.25 亿美元的公开公司私募投资（PIPE），Consensys Software Inc.作为主要投资者领投，参与方包括 ParaFi Capital、Electric Capital、Pantera Capital、Galaxy Digital 等知名加密风投机构。

SharpLink 计划将募集资金用于购买以太坊作为公司主要财库储备资产。

交易完成后，以太坊联合创始人、Consensys 创始人兼 CEO Joseph Lubin 将出任 SharpLink 董事会主席，并将作为战略顾问协助公司发展核心业务

对话匹马：从 Meme 币到发射平台，梭哈文化背后的投资逻辑

匹马语录精选：

-Solana 生态中散户主导的市场特性，使其成为 Meme 币投资的核心链，流动性虹吸效应和马太效应限制了其他链的潜力。

-看到了别人拿到了很好的结果会对自己造成很大的刺激，从而更勤奋，在错误的选择上进一步错，然后更影响心态，无法专注于分析总结，就更拿不好给到结果，非常恶性的循环。

-发射平台（如 https://t.co/lh7cHMiLt5 和 Believe）是捕获 Meme 币价值的关键，好的发射平台能固化资金并实现长期盈利。

-公链和发射平台的成功取决于吸引开发者和资产发行的能力，而非仅仅依赖散户市场。

-Layer 2 技术削弱了以太坊的经济价值，匹马认为其分成机制存在问题，导致资��流向地方 Layer 2，而非以太坊主链。

-稳定币的增长将为链上交易带来更多资金流入，但公链的未来营收需依赖 Gas 费、小费、MEV 等多样化收入来源。

-投资应以结果为导向，Crypto 领域的核心商业模式是交易费，交易量决定了平台的核心价值。

-Crypto 游戏因用户不愿付费，难以实现稳定收入，而应用端投资需关注正向现金流和用户付费能力。

-Believe 专注于满足小型开发者的融资需求，通过共享费用实现冷启动，定位于利基市场。

-Solana 通过优先费和小费优化交易系统，其未来营收更多依赖于 MEV，而非 Gas 费。

-整个 Crypto 领域面临更成熟的投资者和 ETF 的到来，未来竞争将更加注重核心基本面和营收表现。

Today is a good day: Eat pizza🍕!

Today marks the 15th anniversary of Bitcoin Pizza Day.

On May 22, 2010, programmer Laszlo Hanyecz purchased two Papa John's pizzas for 10,000 bitcoins, which were worth about $40 at the time. This transaction is regarded as the first real-world use of Bitcoin for a physical product.

Today, the bitcoins from that transaction are worth nearly $1.1 billion, making it the most expensive pizza in history.

Happy Pizza Day🎉

Beyond Amazon, Bitcoin has become the fifth largest asset by market value in the world.

The United States is promoting stablecoin legislation, which can be considered a form of "yangmou".

On one hand, the U.S. hopes to weaken the dollar policy to increase exports, while on the other hand, it does not want to give up the dollar's status as a global currency.

By supporting the development of stablecoins, the U.S. has extended the global influence of the dollar in a digital manner without increasing the Federal Reserve's liabilities—currently, 99% of stablecoins are pegged to the dollar. At the same time, the regulatory requirement that stablecoins must hold U.S. short-term Treasury bonds as reserves cleverly finds new buyers for U.S. debt, as seen with Tether, which holds a significant amount of U.S. debt, surpassing that of many developed countries.

This policy not only maintains the global dominance of the dollar but also finds reliable buyers for the U.S.'s massive debt, achieving a twofold benefit.

Citigroup expects that by 2030, the stablecoin market size could reach $1.6 to $3.7 trillion, a huge fortune, who can catch it?

ALPACA Down está em sua última loucura antes de ser removido.

Ele elevou o valor "shell" de todas as moedas zumbis da Binance, dizendo aos potenciais compradores que ainda é possível brincar assim.

No futuro, haverá mais "caçadores de capital" de olho em moedas zumbis, e até mesmo entrar no jogo para comprar shells.

Baby, suas linhas de K parecem uma montanha-russa
Me fazem subir repentinamente e cair rapidamente
Você me trouxe uma loucura
Sobrevivendo a um desastre, é difícil respirar

https://www.techflowpost.com/article/detail_25364.html

After more companies adopt $BTC as a strategic reserve,
buying $SOL has become the choice of the new E generation companies.

尴尬，NVIDIA 初创企业加速计划明确拒绝加密货币相关公司申请。

NVIDIA Inception Program 包括为人工智能开发人员提供技术工具和培训、NVIDIA 硬件和软件的优惠价格，以及与 NVIDIA 风险投资网络建立联系。