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Yuyue· 2025-08-01 11:52
之前直播间来过的 AI 算力 RWAIFi 基建项目 GAIB @gaib_ai 完成了由 Amber Group 领投的 1000 万美元战略融资Amber 是之前在港股上市的做市商,也是不少知名项目的 mm,这次融资可能也意味着他们快来啦。看了看目前的参与方式包括:1️⃣ 存钱,在 Cap 3 活动中冲 Top 200 获得保证白或存 1500u 获得 FCFS 白2️⃣ 参与在 OKX Wallet 上线的 Fremen Essence NFT 的白单抽奖活动,通过做任务抽奖 500 个 FCFS 白单名额,活动传送门我放在评论区3️⃣ 参与在官方推特的抽 100 个白单的活动,注意抽奖参与抽到的都是 FCFS 白https://t.co/pqtlTMlHoe行情差还是多存钱 😂 不要 overtrade EV 比较高 ...
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Yuyue· 2025-07-31 09:50
Cryptocurrency Investment & Market Dynamics - Locked primary market investments rarely outperform Bitcoin, primarily due to attention dynamics [1] - Altcoins' ability to attract attention diminishes post-Token Generation Event (TGE), leading to significant devaluation of paper wealth [1] - Projects have limited opportunities to capture attention post-TGE, with the initial 3 days after launch being crucial [1] Project Execution & Resource Allocation - Projects often struggle post-TGE due to financial constraints or lack of execution capabilities, with a correlation between financial resources and execution ability [1] - Kaia Chain's ability to implement initiatives like offline ATM cash withdrawals demonstrates strong execution and financial capacity [1] - Stablecoin and Real World Asset (RWA) businesses offer profit potential, but require significant resources and capabilities to succeed [1]
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Yuyue· 2025-07-31 06:31
Project Overview - BigStrategy Inc($BSTR)是一家专注于建立 $WLFI 长期储备的公司 [2] - 该公司自豪地宣布,他们是 @four_meme_ 上第一家上市公司,也是第一家实施 $WLFI 微策略的公司 [1] - $BSTR 的股票代码为 $BSTR [1] Market Perception & Potential - BSC 链上项目达到 1000 万美元市值被认为是分水岭,超过此数值的项目风险相对较低 [1] - 市场预期包括 @four_meme_ 的互动和活动,场外交易购买 $WLFI,以及 BN 系的 alpha 和合约等 [1] - $WLFI 微策略的叙事是储备 $WLFI [1]
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Yuyue· 2025-07-30 14:11
今天 DWF 支持的稳定币项目 Falcon Finance 公布了来自特朗普 WLFI 项目 @worldlibertyfi 1000 万美元的战略投资,不得不说在 Falcon 这个操作蹭上了 WLFI 还是很牛逼的从 Gate 打新那里被套的闲置的 USD1 也可以去 Falcon 理财了 😂,最近还有一个他们在 bnbchain 上的活动可以参与,回水了再取出来简单说就是撒积分活动,在 @PancakeSwap 上为期 2 周- LP USD1/USDf → 60x Miles- 交易 USD1/USDf → 3x Miles- 还有 14,000 美元额外奖励传送门:https://t.co/UGOXzVYmePFalcon Finance (@FalconStable):Falcon Finance raised $10M strategic investment from @worldlibertyfi, the team behind the world’s fastest growing fiat-backed stablecoin, USD1.USD1 is already accepte ...
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Yuyue· 2025-07-30 08:30
PayPal 现在允许美国商家接受加密货币支付,而 PayPal 自家的稳定币 PYUSD 也有不少理财机会的。究其本质,是这家老牌的支付公司在通过补贴打法,试图抢先一步占领稳定币市场的高地,在其他支付公司还没整明白的时候就已经铺开 mass adoption他们的思路是多链 ——> 头部 dApp ——> 补贴战撒钱,最开始是在 @Solana_zh 链上和 kamino 合作补贴把 TVL 拉高,现在又拓宽到了 @berachain 的头部 DeFi Infrared @InfraredFinance 。Infrared 是由 @BinanceLabs 、 @hiFramework 等知名 VC 领投的流动性质押项目 就与 PayPal 合作推出了BYUSD Vault(PYUSD 在 Berachain 上的名字是 BYUSD)Bera 链现在虽然萎靡不振,但是链上的 DeFi 还是有不少大户愿意去挖矿的。看了眼 Infrared 里目前 BYUSD-HONEY 的 APR 有 15.35%,几天之内 TVL 已经有 12.73M 美金,在 Alt Layer1 的 DeFi 矿里算很不错了15.35% ...
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Yuyue· 2025-07-30 08:21
Company Overview - Treehouse, supported by VCs like Lightspeed, Yzi Labs, Wintermute, and Jump, launched on Binance spot market [1] - Treehouse positions itself as the "Fixed Income Layer for DeFi", aiming for a more stable, transparent, and predictable on-chain interest rate market [1] Product Analysis - tAsset is a modified LST (Liquid Staking Token) model, allowing users to earn staking and arbitrage returns by staking ETH, stETH, and other assets [1] - DOR (Decentralized Offered Rates) is Treehouse's decentralized interest rate consensus system, generating standardized interest rate indicators, which has been included by DeFiLlama [1] Strategic Direction - Treehouse aims to bring TradFi's fixed income structure to the blockchain, including staking yields, arbitrage opportunities, and interest rate benchmarks [1]