阿尔法新酱 | 0xShinChan 🇭🇰

Listening to the podcast on @hyperdrivedefi by @2lambro + @ManoppoMarco

interesting highlights:
> hyperliquid may surpass binance in 3 yrs (just predicting)
> u need to counter-trade cain on hyperliquid to become the best trader
> hyperdrive is live and as a money market u can supply + borrow assets atop but pools are capped tight for risk management; total value supplied is already over 9M+
> 11:56 - 17:00 u need to check out the ui/ux walkthrough + airdrop alpha

CT shud definitely consider enabling the emoji reaction feature for audience, i want a post a 😂 every 15 sec

目前使用 $BTC 资产借出 @sparkdotfi 平台的稳定币 $USDS 、 $USDC 或 $DAI 进行挖矿或其他交易操作，并且通过推特撰写内容可以赚上 @cookiedotfun 的 SNAPS 积分，这回新酱推荐一下如果通过 @TheTNetwork 的 $BTC 借出 $USDS 赚取双位数的年化收益🧵

> 目前 Spark 平台上可以同时应付3个需求包括 (1) supply; (2) 作为抵押品 ; (3) 借走的比特币资产只有 $cbBTC 和 $tBTC 。如果要借走 $BTC wrapper 的话，BTC 的借贷费率较其他可借资产费率较低， $cbBTC 目前费率为 0.1% APY， $tBTC 的只需要 < 0.01% APY。
> $tBTC 的 mint 机制对比 $wBTC 这一类型的比较简单直接，只需要把 BTC 发送至 https://t.co/h538fiPuAO 管理的特定比特币地址锁定，Threshold 节点会监控比特币区块链，验证这笔存款交易是否有效。一旦比特币存款被确认，Threshold 智能合约会在以太坊上铸造等量的 tBTC 代币。 铸造的 tBTC 与锁定的 BTC 保持 1:1 的锚定关系
> 那么如果我存了 $tBTC ，借出的 $USDS / $DAI 存到哪里好呢？目前 Spark 平台稳定币的 borrow apy 是5%，把稳定币换成 $crvUSD 或者其他类型的稳定币在以太的收益也相当不错：
(i) @ResupplyFi 的保险池子存 $reUSD 的收益为 21%
(ii) @protocol_fx 的 $fxSAVE 自动复合vault 年化为 11％
(iii) @TokemakXYZ 存入 $USDC，项目方会把稳定白分配到其他 DeFi 项目优化收益，年化大概10%
(iv) @ConvexFinance 上不少稳定币池子可以给到 veCRV boosted 收益年化超过 20-30%
(v) 最后当然是 @pendle_fi 的收益池子，几个 LP 包括 @levelusd @GHO @ethena_labs @protocol_fx 等都能给到双位数的收益。 直接把 $USDS 存到 Pendle 的 LP 或买 YT更可以获取加成的每天 25 点 SPARK 积分

推荐一下新酱的 Spark 注册链接：

Mercenary thought: Does any wallet feature a claim-then-auto-swap converting tokens back to stablecoins when claiming rewards from a pool?

FTX还款到账，今天吃麦当劳可以加大了！

AI electricity consumption could exceed BTC mining by end of 2025 driven by specialized AI hardware production + deployment according to a research published by Alex de Vries-Gao from Vrije Universiteit Amsterdam

Some quick digests:
- AI vs BTC Energy Consumption: While BTC relies on specialized mining rigs, AI depends on dedicated chips (primarily NVIDIA, with some from AMD). Alex estimates AI’s energy consumption could reach 46–82 TWh annually by 2025, potentially surpassing BTC mining footprint, which is known for energy-intensive.
- The projected 46–82 TWh for AI hardware matches the annual energy consumption of entire nations like Switzerland = this speaks for the massive scale of AI’s energy demand.
- Seems like AI’s rising energy needs could strain electrical grids and increase fossil fuel reliance which could complicate global decarbonization efforts

Full article in

Shinchan started too late to yap $LOUD but managed to qualify for phase 2 WL with @stayloudio IAO, letzzz goooo *.。(๑･∀･๑)*.。

Stablecoin savings yield in @bucket_protocol on @SuiNetwork looking decent

> You deposit stables to mint $BUCK, PSM
fee is 0% now
> Bucket helps u stake your $BUCK in the pool to earn 30% APR in $SUI tokens
> No lockup and you can withdraw anytime

Explore in

分享一个抵押以太币套娃一鱼四吃 @pendle_fi @protocol_fx @Equilibriafi @MorphoLabs 的策略

> 通过 @AltitudeFi_ 抵押 $ETH，赚取 @LidoFinance 收益和 $ALTI 代币，目前年化大概10%，然后借出 $USDC 。项目的特别之处是没用上的LTV会自动分配到 @MorphoLabs 赚取收益偿还借贷利息
> 借出的 $USDC 可以直接通过 @Equilibriafi 存到 @pendle_fi 的 $fxSAVE LP 池子，目前通过 Equilibria 的 vePENDLE 1.9X boost年化大概18%。
> 关于 fxUSD + fxSAVE 的机制与风险推荐参考 @ViNc2453 的推文：https://t.co/1VrymTZSLq
> 扣除 Altitude 的 4% 借贷利息，收益年化为 24%
> 之前 @protocol_fx 曾经给 leveraged trading 的玩家提供 retrospective 空投，不知道 fxSAVE 存款用户未来会不会有好康的福利，不过这个年化点先存起来还是挺香的

Celebrating $BTC ATH with @protocol_fx

shinchan’s proof of @monad_xyz madness

Shinchan spent only crypto for my trip to croatia this week using @0xinfini debit card. Gd thing abt infini card is that they have reduced the commission fee and it is now as low as 0.1%. Plus I settled everything with my apple pay which is quite convenient.

Feel free to apply one for trial if u r interested: https://t.co/9CRm1K8gif

One tip if you are traveling in croatia - if they give you an option to settle credit card conversion in euro or usd, choose euro only as there involved an intermediate conversion charge for USD at like 6-8%.