Workflow
Yuyue
icon
Search documents
X @Yuyue
Yuyue· 2025-07-16 16:12
Kaito 的 Launchpad 和我的大致预期相符,做的事是给 VC 项目尤其是顶级的 VC 项目提供 TGE 前的声量 IAO,之前的 Loudio IAO 就是一次面向项目方的大型 PRKAITO 的言下之意就是:你想要 TGE 前 CT 满屏都是你的项目吗?那就来和我们合作第一期的 Capital Launchpad 是 @EspressoSys ,在 VC 项目里属于顶级机构和融资看见 @Alvin0617 说 NFT 是不是要麻了,说起来之前我 0.3E 左右埋伏过,在 rarible 上Kaito AI 🌊 (@KaitoAI):Capital Launchpad loading...◼️◼️◼️◼️◼️◼️◼️◼️◻️◻️ https://t.co/MBFsNNkXOt ...
X @Yuyue
Yuyue· 2025-07-16 09:19
Market Analysis - The collaboration between @worldlibertyfi and Pump to replicate the USD 1 strategy of four meme on the SOL chain is highly unlikely [1] - The two parties, Alon (representing Pump) and WLFI (representing the Trump family), are unlikely to invest in each other's activities [1] Key Individuals - Alon, of Jewish descent, is unlikely to provide financial support for $WLFI activities [1] - WLFI, associated with the Trump family, is unlikely to invest in activities on Pump [1] Business Strategy - @worldlibertyfi's attempt to replicate the "four meme" strategy on the SOL chain is being analyzed for potential partnerships [1]
X @Yuyue
Yuyue· 2025-07-16 09:04
RWA & DeFi - Plume Network's RWA concept is closely related to WLFI, showing promising data and supporting USD1 yield products [1] - Regulatory clarity on stablecoins, driven by the upcoming GENIUS Act, is expected to accelerate the migration of user deposits and yield opportunities to on-chain finance [1] - Compliant Real World Asset (RWA) products are anticipated to become the next generation of "savings accounts" for mainstream users [1] - SEC's role in RWA is being shaped despite uncertainty surrounding the CLARITY Act in the Senate [2]
X @Yuyue
Yuyue· 2025-07-16 08:43
RT 东门刮霜 (@moment_eth)wlfi项目可能的机会(仅统计,待研究)1.项目链上持仓价值比较大的币(截图,信息可能不全)https://t.co/oBctl10ifv2wlfi买过的币(4月12日)https://t.co/WCdXJWDXiL3.wlfi可能会在哪条链上发放?eth、bsc、sol、trx中的一个,或者多个。4.wlfi会和哪些项目合作?暂时未知5.wlfi的稳定币usd1相关的项目:(1)USD1也已经接入了不少加密支付和商业项目:* TokenPocket:5月15日,去中心化多链钱包TokenPocket宣布支持USD1。* HOT Wallet (HOT Protocol):5月9日,TG生态的HOT Wallet宣布支持USD1。* Umy:5月9日,Web3旅行与消费平台Umy宣布,用户可使用USD1在平台上预订全球超百万家酒店及奢旅服务* Pundi X:5月8日,Pundi X支付生态全面接入USD1,包括XPOS和Pundi X Pay。AEON 与 World Liberty Financial 合作接入 USD1,加速稳定币支付落地Alchemy Pay ...
X @Yuyue
Yuyue· 2025-07-16 08:32
什么是慢慢变富1 * 1.1^8 = 2.14358881 —— 每年增长 10% 则 < 8 年翻倍1 * 1.2^4 = 2.0736 —— 每年增长 20% 则 < 4 年翻倍1 * 1.3^3 = 2.197 —— 每年增长 30% 则 < 3 年翻倍数学告诉我的 ...
X @Yuyue
Yuyue· 2025-07-15 21:37
总统很生气,因为马上他的 $WLFI 快要 TGE 了,这个天才法案必须过,他的 $USD1 就是为了增加美债需求量身定做的稳定币工具不通过就不许走,投到过再给走 https://t.co/2s9pFYCU3k ...
X @Yuyue
Yuyue· 2025-07-15 20:09
DeFi Landscape - The report identifies key sectors within the decentralized finance (DeFi) space, including public chains, lending platforms, decentralized exchanges (DEXs), stablecoins, and meme coins [1] - The analysis focuses on identifying leading projects within each of these DeFi categories [1]
X @Yuyue
Yuyue· 2025-07-15 15:56
希望 $BONK 和 @bonk_fun 在 pump 发币之后扛起大旗,持续观察毕业代币数量中,以免让 sol meme 步了 nft 后尘不过 sol meme 很多次被人说要死了,始终却还是最旺盛的流动性聚集地观察到 @BroLeonAus 大狮兄最近讨论的有关 letsBONK 的观点,感觉在 $WLFI 即将到来之际,可能大的要来了?Tom (@SolportTom):Seeing a lot more BS on the TL lately so let me brutally honest1. We have not paid a single KOL to talk abut @bonk_fun2. We have not paid a single person to launch a token on @bonk_fun3. We literally have a revenue dashboard PUBLIC.So how did @bonk_fun a 2 month old ...
X @Yuyue
Yuyue· 2025-07-15 14:01
Product Launch & Logistics - Solana Mobile's Seeker is scheduled to begin global shipments on August 4, 2025 [1] - Customers who pre-ordered Seeker must confirm their shipping address to ensure delivery [1] - Solana Mobile is not responsible for customs duties or VAT, and customers should understand local customs regulations [1] - Seeker pre-orders have exceeded 150 thousand units, and shipments will be processed in batches based on order sequence [1] Shipping & Availability - Customers in regions not currently on the shipping list can consider using forwarding services or third-party logistics providers [1]
X @Yuyue
Yuyue· 2025-07-15 13:49
Base 的经验与教训上一波国人在 base fomo 我是跟着 base 台子 @0x_CryptoAu 布道进去的,不过由于我对这些标的的跟进太少,点位 fomo 进去太差,50k usd 进去,底部亏 25k usd(腰斩),现在终于快接近回本了唯一 ATH 的币是 $MAMO ,但 mamo 的 ATH 并没有把整体持仓带飞。从这里得到几点经验与教训:1. 切忌以 ETF 式买法一揽子买一堆币,应该选一两个特别看好的再买2. 不实时跟进的生态不能买,要紧跟着深耕的人,比如 base 就是 @0x_CryptoAu ,需要积极交流3. 买在(),卖在()有关 16 号的利好,我猜想大概率也是 base 钱包集成之类的。所以 Base 这次我先撤了,不过对于 Base 生态我整体还是看好的,有好标给价值低估的机会再进,下次再见! ...