The first Web3 'If You Are the One' perfectly concluded
Congratulations to the couples that found mutual attraction If they successfully pair up, I will directly pay 5000u
Thanks to Tabi @Tabichain for sponsoring Cat Thunder @HKL_HR for sponsoring Binance Prince @EnHeng456 for sponsoring Sister Niu's Organization @abyssofgambling
I think there are several quality female and male guests Everyone can really explore this further
Is Allora about to launch its token? The Mouth King is on the move @AlloraNetwork
An AI infrastructure direction that has been in development since 2019 Also a project that Polychain has invested in for a long time It should be one of the earlier projects on the Kaito leaderboard
With the rise of the Vibe coding track AI has already attracted funding in the tens of billions Approaching a hundred billion dollars
Allora is also making more attempts in this direction
I took a close look at the collaboration with Virtuals and Coinbase AgentKit It's quite interesting
Allora integrates into Virtuals' GAME agent framework to reduce liquidation risk
Using Allora's price And future volatility predictions To autonomously adjust the leverage of the leverage cycling strategy Increasing exposure under favorable conditions And decreasing exposure under unfavorable conditions
Not long ago, Allora Had an automated trading robot on Polymarket The AI trading capability Is far above the market average Achieving a 13.79% return in 3 months Equivalent to an annualized 67.65% APY
The decision-making of traditional oracles and AI models is: Off-chain data feeds → On-chain effectiveness
Allora effectively allows a group of AIs To hold a meeting to discuss the best strategy Avoiding the issue of a single AI not being smart enough And telling random stories
This model of voting collaboration Is beginning to take shape in the trading field
In the future, AI generative models will also have more applications In the field of automated trading
In the past few days, during my breaks, I carefully thought about it. The most stable right now is actually products that earn stable yields like Huma. Discovering reliable options as early as possible, investing early, trusting initial capital, selling to later trusting individuals.
At this point, some might ask, how do we judge the quality of a project? I think there are at least a few key points to clarify: the project's background, at least having a safety net, the custody method of the invested assets, the mechanism of earning yields. If these points are clear, at least when it comes to trusting initial capital, there shouldn't be major issues.
In the past few days, I also looked into it. Last month, Yale launched its mainnet @yala.org and integrated with Solana. Yale mainly focuses on BTC DeFi. Before integrating with Sol, it also integrated with ETH. Their stablecoin is $YU, pegged 1:1 to the US dollar. Last October, Polychain Capital and Ethereal Ventures led an $8 million investment, it's still a relatively new project. The core team members also come from Circle, Binance Labs, Lido, and others. The project's background is solid.
Then I focused on studying the core mechanisms of the project. It mainly consists of two parts: different participation methods for large and small investors.
For large investors, the most important factors are self-custody and a stable collateralization mechanism. Large investors deposit BTC into an address based on time-lock + multi-signature. This address is self-custody, which ensures the security of the deposited BTC.
The collateralization stability mechanism uses CRSM. In simple terms, when the collateralization ratio approaches the red line, the system will repay the debt by withdrawing the stablecoin Yu, further ensuring the security of the deposited BTC.
For small investors, it’s simpler. They can exchange USDC 1:1 for Yu and then participate in Yale's DeFi to earn yields.
I also looked closely at the specific returns. They collaborate with Pendle, Kamino, and others on DeFi, with an APY of 20%, early mining can even hit 100%. You can also use Yu to participate in RWA. Depositing into a stable pool offers triple returns: 10-12% APY + Berries points + liquidation profits (the probability is relatively low, but the returns are quite high).
The project looks good, so I invested first. You never know how fierce those BTC holders can be. Fear, awe, respect. Trust initial capital, let’s go!
<Speak about the industry truths that everyone is reluctant to say>
The New Three Major Exchanges Effective listing of spot tokens
Binance, Upbit, Coinbase Can fomo each other
Other exchanges no longer need to be considered Slightly impressive projects Actually don’t need to deal with them What listing fees and promotional tokens to give
<Say something that everyone doesn't want to say about industry truths>
The new three major exchanges The effectiveness of spot listing
Binance, Upbit, Coinbase Can mutually FOMO each other
Other exchanges are already not worth looking at Slightly impressive projects Actually don't need to deal with them What listing fees and promotional tokens given
Tonight at 9 PM Beijing time Twitter Space The first cryptocurrency blind date event is starting
I don't know what the process is right now The request is for male guests to remember to send a photo as well
If there are sincere singles who haven't participated in the event You can also contact me in the background Get to know the female guests you are interested in
I will sidekick and live stream it Depending on the situation Randomly connect with female guests for communication
<Say something that everyone doesn't want to say about the industry>
A few days ago, I looked at the discussions in the crypto circle about renting and buying houses.
I am a property buyer and I advise investing in real estate. However, this is in places like Ireland and Dubai. I am currently looking into and configuring investments there. My friends who know me should be aware that I have been saying this for over half a year.
The current situation in Ireland and Dubai is similar. A booming real estate market, a seller's market. I personally expect this to continue until the next interest rate hike cycle. I will liquidate before the next interest rate hike cycle.
Let me summarize the logic: 1. Central areas are limited, and the total supply is finite. 2. Construction costs per square meter are increasing due to inflation. 3. Extremely high rents, with returns ranging from seven to twelve years. 4. Just before the interest rate cuts, the euro has surged against the dollar. 5. Continuous influx of immigrants, population reaching new highs. 6. GDP has been rising, with banks maintaining loose policies and impressive employment figures. 7. War has turned the country into a transit hub and a safe haven. 8. Foreigners can buy directly, immigration policies are favorable. 9. Local residents are indifferent to real estate transactions, most are first-time buyers, and the number of listed properties is at an all-time low. ……
The benefits of buying property are highlighted in these countries. It's just like China over a decade ago. Property buyers enjoyed three benefits: rent, property prices, and national fortune. They took a huge slice of the cake. Whereas in some countries, everything is exactly the opposite.
For those in the crypto circle: 1. Risk hedging. 2. Family happiness and stability. 3. Stability and anchoring effect on trading emotions. 4. A base for children's future education. 5. A stake in a social base for living. 6. Protection against life's black swan events. 7. Prevention against future tax investigations on crypto earnings.
Recently, I've been busy with various web2 matters. I apologize for the delayed responses. Updates will likely be very random.
Recently, Cudis @CudisWellness has been quite popular on my timeline. I took a closer look. To put it simply, this project allows you to manage health data and earn rewards through a smart ring worn on your hand.
First of all, it is undeniable that the overall market for wearable devices is quite broad. This ring sells for around $300, which is comparable to a mid-range smart watch. Of course, wearing just a ring is definitely more convenient and comfortable for sleeping, exercising, etc., compared to wearing a whole watch. The team generated $6 million in revenue last year, with half coming from offline sales. The demand for this physical product is quite substantial.
Secondly, the specific earning model is as follows: In the first season, each ring user earns an average of 150-300 CUDIS per month. The most active users in the front row earn nearly 800 CUDIS each month. In the second season, there is also a 5% token allocation. Based on the current user numbers, if you wear the ring daily, sleep well, and exercise well, you can mint your health data NFT in the app and earn over 100% annualized APY.
Additionally, I heard that a ring user in Japan earned over 60,000 CUDIS, with returns exceeding 30 times.
I see that the token distribution is 25% for the community, 15% for the ecosystem, and 15% for the team, all released linearly. They really value the community and seem quite sincere. Cudis seems to be quite popular in South Korea.
Actually, upon reflection, this project has two unique aspects. First, the real KYC data behind it ensures that the users generating health data for the exchange are real people willing to spend over $300 on a ring. This represents a very high-quality user for the exchange, which they definitely appreciate.
The second aspect is that it can be compared to PI, having a bit of a community coin feel. One is mobile mining, and this is health mining. The Cudis community in South Korea seems to be very strong, with many KOLs promoting it. This project truly aligns with the strategies favored by South Korean exchanges.
I heard that the second season is coming soon, introducing many new staking and locking mechanisms. If you invite friends to use it, you can earn a commission from their earnings. Buy tokens, stake them, lock them up, earn rings, and earn airdrops. Let's see how this flywheel effect turns out.
These past four years No one can withstand the military training of 321…
The opponents range from exchange owners To well-known trading bot shareholders And several scammers
Fans with high awareness are all trash, most of them are victors who survived PVP, have their own thoughts, and are hard to brainwash and take over.
For example, 321, are all beasts who withdraw liquidity and run, not at all interested in building the community, these people are the public enemy of BSC liquidity, the project teams’ most hated old investors, and @silverfang88, as the leader, is also a piece of trash.
Now you have just ascended, your vision is still narrow, seeing 321 group members like a frog in a well looking up at the moon, waiting for the day you luck out and reach the fourteenth realm, seeing 321 group members like a mayfly facing the vast sky.
OpenLedger has recently been to China This project has been mentioned many times Mainly focused on proving data ownership It's the one that prevents us from misidentifying people Benefiting the project
Polychain, Hashkey, etc. invested $15M Right at the delicate point of large exchanges Already been to Hong Kong, Hangzhou, and Shenzhen Today in Chengdu The remaining one is tomorrow's Shanghai event The project team is communicating offline with the community Those interested can go check it out It seems like they are raffling off various Apple devices Maybe you’ll win an Apple, haha
Brought in two completely outside female guests They probably don't even know what Bitcoin is Suddenly feeling that I've been with you bunch of crypto idiots for too long Already very far from normal humans
They can't even understand what the handsome Niu is shouting about Probably like some ghostly incantation
It seems that maybe giving money is the fairest pre-sale? There really is no fair logic Fairness is all relative
2. Circle continues to hit new highs Refreshing the understanding of people in the crypto circle While outsiders feel it has just begun
I haven't felt this wonderful taste in a long time A couple of days ago, the old Deng who told everyone not to buy into the US stocks Today, he was unpleasantly slapped
3. New Steam Rankings for 'Fishing Girls' Game The fun point is Domestic games launching on Steam Is quite similar to the meme launching logic Both are just narrative attention games Those who really make games and products Basically have all died out Only a very few have managed to break through They must have money and capability It’s the same in any industry
4. Pop Mart Decline It was really bustling... So accurate, so accurate Refer to the hotspot review from a few days ago
5. Recently mainly focusing on the Middle East situation Trump playing golf And Trump vs Powell
6. QS World University Rankings Hot Discussion
My Huawei University has already dropped to over 70 Admissions still in the top 50
Every time I see this list, I feel Australia is truly a magical country...
7. A Genius Brother in the Crypto Circle Accuses His Father
The language is very real Showcasing a harmonious corner of the Tianlong people's family When God closes a door for you You can open the door Because that’s how doors work
See you tomorrow, Makabaka The market is getting more and more boring
I ran into Zhao Changpeng while playing golf yesterday, what did we talk about?
I'm about to go to the Binance VIP dinner, what do you want to ask the big sister?
I got involved with a big shot from Chengdu, and his backdoor taught me a life-changing lesson.
I sat on the reproductive organ, how did I get promoted all the way?
Socializing upwards at 19, achieving financial freedom at 25, what did I do right?
I sold a 300w+ Hermès, how did I still make a profit?
Graduated with a first from Oxford University, how did I plan my life?
Interning at a top investment bank, why did I decline the return offer?
I quit Tencent without a backup plan, did I ruin my life?
It's so painful, I keep shorting and making money. Next month, a luxury ticket to the Arctic has already earned me back a day's worth, why has my life always been on easy mode?
Real Abstract Copy:
Postponing military decisions on Iran, Trump is going golfing this weekend.
The real new abot is here First, go to the computer side 6551.io and enter the invitation code 321DAO (uppercase) 【Make sure to remove spaces】 Mobile side: 1. Go to 6551.io/dex_mobile 2. Scan the QR code from the computer to sync the wallet to the browser 3. Add to the home screen
Mom no longer has to worry about telegram banning the bot And no longer afraid of asset custody being stolen Private keys are not hosted, assets are managed by oneself Wife with sensitive skin can also use it Children who eat it recover from lung heat directly Elderly people can stay strong all night Husband can bark better than a dog after eating Boss sees it and gives you 300,000
The real new abot is here First go to the computer end 6551.io and enter 321DAO Mobile end: 1. Enter 6551.io/dex_mobile 2. Scan the QR code on the computer to sync the wallet to the browser 3. Add to the home screen
Mom doesn't have to worry about telegram banning bots anymore And no fear of asset custody being stolen Private keys are not hosted, assets are managed by yourself Wife with sensitive skin can also use it Child's lung heat will be fine immediately Elder can last a whole night Husband can bark louder than a dog after eating it Boss saw it and gave you 300,000
<Let's talk about the industry truths that nobody wants to say>
The US stock shell is already more expensive than the Binance shell The Binance alpha shell is more expensive than the listing fee of a certain exchange Other shells are almost worthless
<Let’s talk about the industry truths that everyone is hesitant to share>
The US stock shell is now more expensive than the Binance shell The Binance alpha shell is more expensive than the listing fee Other shells are almost worthless
I have to say In the end, it's all about who knows how to play the game in DeFi @FalconStable Falcon's recent moves Present another wave of arbitrage opportunities Euler vault is live, using USDC as bullets Yield cycles are directly maxed out
I took a close look What changes come with accessing the Euler vault? To put it simply Use your USDf and sUSDf as bullets Borrow USDC to continue minting USDf, cycling yields Currently, Euler supports three types of coins 1. USDf (Base stablecoin) 2. sUSDf (Yield-bearing token) Earn ~10% APY while collateralizing 3. PT-sUSDf (Fixed income token)
sUSDf and PT earn continuously during the collateral period Means the assets you put in aren't dead assets They're machines generating income 24/7
One cycle thickens the yield pool Now on Euler, Frontier Finance USDC TVL has already surpassed 6 million dollars Feels like this leverage on leverage Annualized returns could hit 30%
Currently, Uniswap trading rewards are doubled You can also earn free Miles Trade using Uniswap's USDT/USDf pool The official now gives 2x Miles Daily trading volume per dollar counts as double points
For those who don’t want to leverage up And are as steady as a rock Just toss USDC into Euler As LP to earn lending interest (8-12% annualized)
I researched Falcon's cards Circulating Supply 570 million dollars has been stable Should have a certain safety net The Euler vault just opened USDC lending rates haven’t ramped up yet Now is the quiet opportunity to earn the first miners