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Bankless· 2025-08-04 14:00
Listen to the full episode👇https://t.co/x4hEAffXwTSpotify:https://t.co/gxpAW5yWW4YouTube:https://t.co/38QhxqamUb ...
X @Bankless
Bankless· 2025-08-04 14:00
Market Analysis - The industry analyst Ben Cowen challenges the "flippening" thesis, suggesting Bitcoin's failure would negatively impact the entire cryptocurrency market rather than lead to a reshuffling of leaders [1] - The industry believes that even if Ethereum (ETH) has a superior long-term roadmap, Bitcoin's (BTC) collapse would cause a widespread loss of confidence across the crypto space [1] - The industry suggests a low probability of Bitcoin dying and other cryptocurrencies taking over [1]
X @Bankless
Bankless· 2025-08-04 13:06
AI Agent 类型 - DeFi 领域正在涌现 AI Agents,分为专业型和通用型两种[6] - Moonwell 的 Mamo 专注于最大化 USDC 和 cbBTC 的收益[1] - Bankr 将自然语言转化为链上操作,支持跨链交易和自动化[3] Mamo 特点 - Mamo 自动将资金在 Moonwell 的 Core Markets 和 Flagship Vaults 之间转移,赚取利息和协议奖励[2] - Mamo 将 WELL 和 MORPHO 奖励自动转换回基础资产,实现每日复利[2] - Mamo 设计简单,用户只需一键存款,无需策略和监控[2] - Mamo 具备专用合约,CoW Swap 触发奖励转换的阈值为约 5 美元[4] Bankr 特点 - Bankr 支持在 Base、以太坊、Polygon 和 Solana 之间进行交易和桥接[3] - Bankr 提供高级订单(限价、DCA、狙击),并通过 Avantis 提供高达 75 倍的杠杆(即将推出)[5] - Bankr 免费访问受限,Bankr Club 会员(每月 16.5 美元或每年 198 美元 BNKR)可解除限制并降低交易费用[6] 适用人群 - Mamo 适用于长期持有者、风险厌恶型收益寻求者、闲置 USDC 和 DeFi 初学者[7] - Bankr 适用于活跃交易者、Token 发行者和移动端高级用户[7]
X @Bankless
Bankless· 2025-08-04 13:00
Listen to the full episode👇https://t.co/x4hEAffXwTSpotify:https://t.co/gxpAW5yWW4YouTube:https://t.co/38QhxqamUb ...
X @Bankless
Bankless· 2025-08-04 13:00
Market Trend Analysis - ETH/BTC 的底部通常伴随着长期趋势线的突破和回归带的触及,这在 2016 年和 2019 年已经发生过,现在预计在 2025 年再次发生 [1] - 行业观察到 ETH 完成了一个超级周期仪式,与历史模式一致 [1]
X @Bankless
Bankless· 2025-08-04 12:00
LIVE NOW - Ben Cowen: Ethereum Season Is Here | How Far Can ETH Go?Ethereum has flipped the switch.After years of underperformance, ETH is showing decisive momentum, not just in USD terms, but against Bitcoin and the broader altcoin market.In this episode, @intocryptoverse returns to break down what’s changed, why ETH may be on a path to new all-time highs, and what its dominance means for the rest of the cycle.--------------TIMESTAMPS0:00 Intro3:40 ETH Coming Home14:13 Why ETH Outperforms Now18:51 What ETH ...
X @Bankless
Bankless· 2025-08-01 18:24
Regulatory Environment - SEC专员Paul SAtkins发表了对以太坊非常乐观的声明[1] - Atkins希望将美国金融市场“上链”[1] Market Outlook - 行业认为这一声明对以太坊来说是独特的利好[1]
X @Bankless
Bankless· 2025-08-01 16:25
Platform & Technology - Offchain Labs' Arbitrum is explored as a digital sovereign nation [1] - Arbitrum's flexible platform enables it to be everywhere [1] Media & Communication - Offchain Labs' CSO is live on BanklessHQ [1] - The discussion explores Arbitrum's capabilities [1]
X @Bankless
Bankless· 2025-08-01 16:21
BANKLESS TV@arbitrum Everywhere?- @ajwarner90 | @OffchainLabsJoin us now 👇https://t.co/60SWIYhaRr ...