0xLIZ

Search documents
X @0xLIZ
0xLIZ· 2025-10-17 04:22
【写在黄金持续ATH的时候,Crypto行业关于黄金、 $BTC 、加密资产你可以知道的东西】对于习惯了大波动的 Crypto 用户来说,黄金这个“压舱石”资产常常被我们忽略。但是:从今年1月1日到现在,主流加密资产除了 $BNB ,完全没有一个能比得上黄金高达夸张的66%的涨幅,特别是考虑到黄金夸张的资金容纳能力👀补充几个关于黄金的具象化感受📱在10月5日的时候,1个 $BTC 和1 kg 黄金美元价值几乎相同,而一根1kg的黄金金条差不多是半个iPhone那么大,不过这轮加密大跌而黄金持续ATH的此消彼长之下,目前1kg 黄金比1个btc贵30%🗄️我2049期间在新加坡考察了一个金库,更直观地感受到了:1吨黄金的储存空间差不多就是一个大保险箱那么大,而且并不是因为放不下,其实保险箱里面大部份空间都是空的,而是因为承重和存储要求的原因考虑,只适合放这么多🧈换句话说Tether在瑞士储存的80吨黄金,其实10来个卧室房间就够存了,但这80吨黄金价值超过10B USD习惯了加密世界的我们,享受了加密资产带来的很多隐形优点,而且我们甚至都经常忘了这些优点的存在,比如:✅标准化共识黄金作为实物,由于其纯度等物理性 ...
X @0xLIZ
0xLIZ· 2025-10-16 08:24
Project Analysis - The analysis suggests that Monad's actions may have concluded the testnet airdrop phase, prompting a review of EclipseFND [1] - The report highlights a case where data analysis was used to advise against participating in the "Eclipse" project, which was considered a potential scam [1] - The core argument is that in the AI era, effective data analysis requires reliable data sources, appropriate tools, and professional domain knowledge to uncover insights and validate assumptions [1] Data Interpretation & Validation - The analysis points out that many were drawn to Eclipse based on the "data point" of low participation, but this was based on a misleading Dune panel [1] - The Dune panel data, showing a small number of addresses (around 3 thousand) with over 0.1 ETH interacting with Eclipse, was based on an outdated cross-chain bridge address [1] - The report emphasizes the importance of examining data trends (e.g., "recent 7/30 day data growth") to identify inconsistencies and avoid relying solely on static statistics [1] AI & Human Expertise - While AI simplifies data analysis by enabling quick query writing and visualization, it can't replace human judgment in assessing data source reliability and operational context [1] - The analysis argues that AI cannot replace "business common sense," such as knowing when a project changes its cross-chain bridge address [1] - The report concludes that success in data analysis, especially in the AI era, requires a combination of technical skills, domain expertise, and critical thinking [1] Project Outcome - Eclipse experienced a large-scale layoff and CEO change after its TGE, signaling the project's end [2] - Eclipse's official account showcased a K-line chart of its price plummeting, indicating a complete failure and potential exploitation of investors [2]
X @0xLIZ
0xLIZ· 2025-10-11 10:46
这次大暴跌确实对市场和信心都是重创,不过推上又是熟悉的Thank u crypto环节,一波新鲜的焦虑狠狠传出来了在检查完各个地方的钱之后,我也在看市场上有哪些表现坚挺的币,在涨幅榜上就看到了最近热度很高的 $COAI @ChainOpera_AI 这个已经飞上天屡屡创下新高的币在这种大跌行情下还能保持在涨幅榜上,甚至是在之前一周已经有了10几倍近20倍的涨幅的情况下,那这个庄确实是有实力无需多言其实最近在新加坡的时候,甚至昨天大暴跌前,都一直有朋友在私信问我 $COAI 是啥背景啊,为啥飞成这样了?所以 $COAI 到底是个啥背景?这次仔细看了一下,整个项目的质地是没得说的:项目本身故事也算和当前热点都相关大的故事来说是做agent相关的AI平台,各种数据都挺亮眼但其实看各个pr内容列出来的,其实大家也很难感知好在哪我觉得会从别的角度来看,比如团队台前的人这里是可以看出一些为什么团队要做成这件事的端倪的两个cofounder一个顶级学术背书: Cofounder Salman Avestimehr,南加州大学院长教授、IEEE院士,荣获美国总统奖。他的研究奠定了联邦学习和隐私保护的坚实技术基础https:/ ...
X @0xLIZ
0xLIZ· 2025-09-08 06:38
Market Analysis & Investment Strategy - Initial performance of Binance-listed projects often involves a low opening and subsequent price decline, creating an illusion of "launch is peak" to release early investor allocations [1] - A common strategy involves a significant price surge during periods of market stagnation to surprise short sellers and those who exited positions [1] - Investors should prioritize understanding the project's operational strategy rather than solely relying on value investing principles in the current market cycle [1] Project Evaluation of Somnia Network ($SOMI) - Somnia Network's strong backing from top-tier venture capital firms like a16z and SoftBank provides a direct advantage in securing Binance listings [1] - The project has secured $270 million in funding, enabling a large-scale operational approach and providing capital for market activities [1] - Narratives such as a million TPS game chain, metaverse infrastructure, and technical foundations for on-chain games serve as catalysts for potential price rallies [1] - With an initial circulating supply of only 16%, Somnia Network exhibits a high degree of control, facilitating easier price manipulation [1] Binance Ecosystem - $BNB experienced a price increase to $888 during Binance's 8th-anniversary celebration [1]