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Yuyue· 2025-08-10 09:01
小章鱼 OpenLedger @OpenLedgerHQ 和币安旗下主力钱包 Trust Wallet @TrustWallet 达成合作。看了一下两边 Founder 和 CEO 的对谈,信息量挺大的,解读一波:- Trust Wallet:币安旗下主力钱包产品,累计下载量超2亿,此次合作提供真实使用场景和入口级用户数据- OpenLedger:一个以“PoA+SLM”为核心机制的 AI Infra 协议,已支持 20+ 项目构建专业模型,背后有前 Coinbase CTO、Polygon 联创、Polychain 等参投;提供可追溯、可分润的专业模型和部署👛合作契机和共识:钱包在 Web3 中的角色正在转化,只有专业的“小模型”才能升级“胖钱包”(fat wallet)👛胖钱包 & 为什么需要 SLM 小模型:钱包不再是纯粹的资产托管工具,而是承接 DEX、NFT、社交、AI等多种交互场景的入口,通过“钱包”去掌握用户第一触点。而想让钱包变胖,需要满足以下条件的 AI:链上操作对上下文理解 & 安全防护 & 分润归因对谈里 Trust Wallet CEO 提到他们尝试过 GPT 等大模型,缺少针对性。O ...
X @Yuyue
Yuyue· 2025-08-09 19:28
Real Estate Market & Demographics - Real estate proponents suggest that having more children (e.g., 10) is economically more advantageous than having only one [1] - The argument is that the cost per child decreases as the number of children increases [1] - Population growth is seen as a factor influencing property prices [1] Social Commentary - Critics argue that such views are self-serving, driven by vested interests in the real estate market, as population growth benefits property owners [1]
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Yuyue· 2025-08-09 05:57
Crypto Market Opportunities - Crypto market opportunities stem from high-leverage volatility, unregulated on-chain transactions, Wall Street investment in major cryptocurrencies, and Trump's endorsement of dollar-backed ecosystems [1] - Native altcoins opportunities in the crypto market involve PVP contract trading, Pre TGE projects, new coins, deep market corrections, and manipulation by wealthy entities, shifting the market structure from a football shape to a barbell shape [1] Market Comparison - The report suggests a comparison between the crypto market and the US stock market, highlighting the performance of stocks like Futu Holdings ($FUTU), which increased by 120% from its April bottom, and MP Materials ($MP), which increased by 75% in a month following positive news [1] - Bitcoin (BTC) and Ethereum (ETH), with ETF support, are considered outside traditional market influences, with their value significantly impacted by NASDAQ inflows [1] Altcoin Market Indicator - SOL is identified as a potential indicator for the altcoin market [1]
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Yuyue· 2025-08-08 16:18
此前,Irys @irys_xyz 和 Kaito 展开合作,开放了全球和 7 大地区排名的 Yap 排名的专区。具体奖励措施还未公布,但是很多大 V 都已经开始关注。从以往情况来看,上专区的项目大多都会有对应的 yapper 代币激励,如果在公布激励前开撸反而没那么卷Irys 是集数据存储、编程和 Dapp + AI 应用为一体的 L1 可编程数据链(programmable datachain), 让数据同时具备可验证性、可执行性和永久储存性是它的最大特征,融资金额两轮共 890 万美元目前 Irys 已经开启了测试网,并且官方鼓励大家参与 Kaito 嘴撸(最近的热度翻了 10 倍),TGE 应该也不远了。现在参与机会主要有两个:1️⃣ 嘴撸在推上发表 Irys 相关内容,直接在 @KaitoAI 上查看实时排名2️⃣ 测试网水龙头每个钱包每天领 0.1 测试币,然后链接钱包,去体验各种互动小游戏。可以先跑着,为 TGE 做准备水龙头传送门放在评论区 ...