CG 周一剑

#以太坊的未来
Choose ETH or SoL? This is actually a role-playing question.
Recently, I collaborated with a very professional research team to write a report comparing Ethereum and Solana. Thus, we dug into Ethereum and Solana across multiple dimensions from underlying technology to ecological status.

Finally, I arrive at a provocative conclusion: old money and dreamers choose Ethereum, while retail investors choose Solana.

Of course, the old money here does not all refer to the traditional sense of Old Money, but refers to the industry old money that has been immersed in the crypto industry for many years, as well as some traditional Old Money (like BlackRock, etc.) that has been attracted by crypto. Of course, even older money may directly choose Bitcoin.

#ListaLending革新BNBChain借贷
Lending protocols have always been an important infrastructure in the DEFI field. Since the 2020 DEFI Summer, there have been few major innovations in lending protocols. The peer-to-pool lending model represented by lending protocols such as Aave and Venus has been dominating the lending market.
On April 11, Lista DAO on the BNB chain launched a brand new peer-to-peer lending model. I dug into Lista Lending and found some interesting points. This article will deeply analyze the specific innovations of Lista Lending, the operating process of the peer-to-peer lending market, the similarities and differences between peer-to-peer lending and peer-to-pool lending, and the benefits that Lista Lending may bring to the BNB DeFi ecosystem.

I have been using defi.app for over half a month, and today I want to share my usage experience and discuss my views on the keyless wallet space.
First, let me throw out a bold statement:
Every change in private key management methods will give rise to new asset trading and management paradigms.

Start of the main text:
Firstly, defi app is trying to create a Web3 product with a Web2 experience. According to the official statement, it aims to build a Web3 product that even my grandmother can use. So far, it has basically achieved the first half of this goal, which is to lower the entry barrier.
When starting to use defi app, there is indeed no need to write down a seed phrase; you can activate it with just a Google email, which is quite similar to the experience of Web2 products. The first step of entry is crucial, and it needs to be extremely simple and convenient. Defi app has achieved this in its first step.

Just now, @BNBCHAIN announced that they will launch a very straightforward BNB Chain ecosystem support plan — directly buying tokens.
That's right, you read that correctly. The BNB Chain Foundation's official address buys tokens on-chain with real names, and they announce it after the purchase.
Just now, the foundation has already released the address:
0x511DfE9E248c887E32ca8bF9d1cb76f101965060
@Cyrus_G3 directly referred to it as the largest smart wallet in history, keep a close watch.
When I say it's the largest smart wallet in history, I mean two things:
First, the brand is the largest, and second: the funding is the largest.
Is there anyone who wants to refute?

Since 2024, as Bitcoin breaks its previous high ($69,000), Ethereum has increasingly distanced itself from its previous high ($4,800), leading to growing market skepticism towards Ethereum.
By February 2025, Ethereum fell below $3000, in March it fell below $2000, and in April it even fell below $1500. The market sentiment towards Ethereum has gradually shifted from doubt to despair and abandonment. Many ancient addresses from the ICO era have begun to gradually clear their Ethereum holdings. Many leading institutions that once supported Ethereum have also begun to waver.
What exactly happened to Ethereum?

Is BTC Layer 2 a false proposition?
When I typed this title, I knew I would offend a large group of people, but I might just be stating a fact that everyone is unwilling to admit.
Since June 2023, I started paying attention to the Bitcoin Layer 2 track, spending a lot of time researching Bitcoin scalability technology and following some teams that I believe have considerable technical content, such as Stacks, BEVM, Bihelix, Bool Network, as well as solutions like BitVM and RGB.
After researching, I found that BTC Layer 2 indeed seems to be a false proposition, as Bitcoin does not need Layer 2; it is the crypto industry that needs Bitcoin. Moreover, Layer 2 is merely a business, not a blockchain at all; the critical issue is that Layer 2 cannot help the main chain scale; it merely finds some application scenarios for the main chain's tokens, and these scenarios are mere copies of Layer 1 with no innovation.