InfoFi 的定义 - InfoFi 被定义为一种转变，不再仅仅交易代币，而是交易注意力、信任、Alpha 和叙事 [1] InfoFi 协议 - 有 10 个 InfoFi 协议正在改变链上信号的含义 [1] 行业趋势 - 行业正在经历从传统代币交易到更关注信息价值的转变 [1]

One more yapio comment and I commit seppuku ...

$ARB is up by 33% in a week.Solana or Arbitrum, whichever Robinhood picks, my bags will be happy. https://t.co/sZivFoj97USteven Goldfeder (@sgoldfed):Arbitrum everywhere. ...

My retirement options now include two scenarios:- Sell my account for $800k- Convert this account into an AI-controlled botAI isn't yet great at writing insightful content, but with each tweet I post, it will improve and mimic my style more closely.wale.moca 🐳 (@waleswoosh):A crypto company is currently trying to buy up some CT influencer accounts, I've seen a couple DMs going around.Not just paying for content, but actually buying it, full and permanent transfer of ownership of the account.Targeting top 10 ...

Every cycle issuing crypto assets gets cheaper & easier:- BTC mining started with just PCs. Now, it’s requires costly mining machines- Bitcoin forks required PoW machine as well as know-how to maintain it. Ethereum is one example. Litecoin, Bitcoin gold etc.- ERC20 made it cheap to launch tokens. But still required some smart contract knowledge.On top, listings of alts on CEXs required legal opinion letters and smart contract audits for tokens as every token was slightly different.- Now, Pump fun style plat ...

RT Pink Brains (@PinkBrains_io)Kaito is not going to replace KOL agencies, it turns good agencies into better ones.In a recent campaign, we worked with 19 KOLs and reached over 440,000 impressions, while a Kaito Earn campaign was also live.Kaito adds 2 key advantages:1/ More incentivesKOLs are more motivated when there’s an extra reward layer. Many go beyond the paid package to stay on the leaderboard, which ends up benefiting the project.2/ More transparent performanceKaito and other ranking tools make it ...

Layzero voted twice to activate the fee switch with 95%+ voting in favor but...It failed because the quorum was not reached.The DAO votes on the fee switch every six months.Next vote in 6 months.Where are all the $ZRO holders? Just 13% of the quorum was reached.Voting apathy is an argument against DAOs and sticking to web2-like managed companies with strict hierarchy.Tbh, most DAOs would struggle to reach quorums if not for delegations where holders can give voting power to someone else.But Layerzero doesn' ...

RT Ignas | DeFi (@DefiIgnas)What's the upside for L2 tokens?Fee sharing?Even if they turned on fee sharing, it's not much:Arbitrum made $19.5m in fees in a year. Optimism $18.3m.zkSync just $1.3m and Starknet $600k.This Price(FDV)-to-Fees ratio puts Arbitrum at 137.8x, and Optimism at 205.7xStarknet - 4204xIn context, TSLA trades at 187x P/E ratio so Arbitrum might even look cheap.But Tesla is an exception. S&P500 trades at ~ 29x the earnings.This makes L2 tokens overvalued by a lot. Unless we expect their ...

What's the upside for L2 tokens?Fee sharing?Even if they turned on fee sharing, it's not much:Arbitrum made $19.5m in fees in a year. Optimism $18.3m.zkSync just $1.3m and Starknet $600k.This Price(FDV)-to-Fees ratio puts Arbitrum at 137.8x, and Optimism at 205.7xStarknet - 4204xIn context, TSLA trades at 187x P/E ratio so Arbitrum might even look cheap.But Tesla is an exception. S&P500 trades at ~ 29x the earnings.This makes L2 tokens overvalued by a lot. Unless we expect their adoption and fees to pick up ...

Just claimed a fat Stimmy from @Moonberg_ai.Didn't even know I was on the list.You probably are too ●● ...