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Yuyue· 2025-08-20 16:41
晚上还在和朋友聊,公链生态其实没有那么简单。新公链里大部分生态项目连 binance alpha 都不一定搞得定,比如说 berachain 上线前吹得花好稻好,头部生态项目 TGE 困难,龙头搭上 WLFI 大船就也跟 bera 没关系了但 SUI 生态项目是真的把拆分盘做到极致了。看不懂一级为什么现在还猛投那些未 TGE 的那些新公链生态,在我看来其实还不如来 farm 这些 Sui 上的项目,最后我猜大概率吃空投 + 理财跑赢锁四年的一级投资……拿 @MMTFinance 举例来说,稳定币池子 APR 9-13% + 代币补贴的话最后或许能有 20%顺便提醒下 OKX cryptopedia 的活动还有 3 天截止Momentum (@MMTFinance):State of Sui Q2 2025 report is out!Learn about $Sui’s Q2 growth with record DEX volumes, rising TVL and market cap, strong institutional adoption, major infrastructure upgrade ...
X @Yuyue
Yuyue· 2025-08-20 10:55
Market Trends & Competition - Projects like ENA rely on funding fees to provide annualized returns for stablecoins [1] - Centralized exchanges (CEX) entering the field could dominate funding fee revenue, making it difficult for other projects to compete [1] - If Binance enters the market, it could further reduce opportunities for other projects [1] - The annualized returns in the blockchain space may continue to shrink [1]
X @Yuyue
Yuyue· 2025-08-20 10:52
OKX Auto Earn Features - OKX Auto Earn allows users to earn yield on USDT balances and unrealized PnL directly from their trading accounts [1] - ETH and SOL Auto Staking will soon be available, enabling both trading and staking [1] Competitive Landscape - CEX platforms entering the delta neutral and arbitrage space may decrease profit margins for existing projects and strategies [1] User Benefits - OKX Auto Earn provides a more convenient, flexible, and timely yield earning experience [1] - Users no longer need to worry about wasting funds on 1x leverage contracts [1]
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Yuyue· 2025-08-18 15:01
Risk Management - Stop-loss is crucial to avoid significant losses [1] - Cutting losses (割肉) is a better strategy than adding margin when facing losses [1] Investment Strategy - The report suggests that consistent application of stop-loss orders can prevent complete depletion of investment capital [1]
X @Yuyue
Yuyue· 2025-08-18 11:36
之前 @plumenetwork 和 WLFI 合作的时候就觉得 $PLUME 上现货稳的,这回终于算是修成正果了目前 Plume 应该是 RWA 里比较做实事的项目方了,不过从山寨市场的角度来说现在行情并不好,上现货的最大优势是能让资产本币的持续性更长,更有机会跨周期如果要参与的话我觉得可以去他的链上看一下生态,因为 plume 生态上已经有了不少 RWA 资产,年化也有一定吸引力币安Binance华语 (@binancezh):🪂币安HODLer空投上线Plume ( $PLUME )使用BNB申购保本赚币产品,以获得PLUME回溯空投!📌2025年07月24日08:00至2025年07月28日07:59(东八区时间)期间,使用BNB申购保本赚币(定期和/或活期)或链上赚币产品的用户,将获得空投分配。谁懂!刚说完JUST HODL https://t.co/1yYGBYzaiS ...