ROCKSTR incoming???TylerD 🧙‍♂️ (@Tyler_Did_It):Another sign that NFT SZN is heating up...$380,000 EtherRock sale on Gondi ...

Another sign that NFT SZN is heating up...$380,000 EtherRock sale on GondiStats (@punk9059):EtherRock sells for $380,000 on @gondixyzThat's 84 ETH and basically free.Charity prices for a rock of such prestige and beauty. https://t.co/xFRLkB09cd ...

Core Insights - Bitcoin and the entire digital asset space are becoming an irreversible part of the global mainstream financial landscape, moving beyond the concept of "electronic cash" to a new type of asset characterized by counter-cyclicality, high volatility, and scarcity [1][3] Group 1: Bitcoin's Value Proposition - The core value of Bitcoin lies in its ability to act as a "reverse hedge" against the traditional financial system's inflationary pressures caused by central banks' money printing [3][4] - Bitcoin's absolute scarcity, capped at 21 million coins, makes it an ideal tool against global central bank monetary expansion and inflation, earning it the title of "digital gold" [5] Group 2: Investment Strategies - Ordinary investors should view digital assets, particularly Bitcoin and Ethereum, as a high-elasticity "overweight gold" rather than a primary asset due to their significant volatility [4] - Recommended asset allocation for digital assets is between 1% to 5% of total assets, treated as "risk capital" that would not impact core life and wealth goals if lost [5] - A long-term holding and dollar-cost averaging (DCA) strategy is advised to mitigate high volatility risks, avoiding short-term speculative trading [5] - Investors should focus on established digital assets like Bitcoin and Ethereum, avoiding the majority of emerging "altcoins" that may ultimately fail [5] Group 3: Future of Blockchain Technology - Blockchain technology represents the foundational infrastructure for the future of finance and the internet, with opportunities in decentralized finance (DeFi) and Web3 [6][7] - DeFi is reshaping lending, trading, and asset management, enhancing efficiency and reducing costs [7] - Blockchain enables secure and transparent ownership and transactions of digital assets, leading to the emergence of new industries such as NFTs and the metaverse economy [7]

Core Viewpoint - Public chains are considered the "trust infrastructure" of the digital world, making them a worthy investment due to their foundational role in Web3 and their characteristics of decentralization, transparency, and smart contract execution [1] Investment Logic: Three Dimensions to Filter Potential Public Chains - **Technical Route**: Innovations that address the "impossible triangle" are crucial for public chains [1] - **Ecosystem Vitality**: Growth in developers and users is key to the success of public chains [1] - **Business Model**: Revenue generation and token economic models are essential for sustainability [1] Key Characteristics of Public Chains - **High Technical Barriers**: Public chains are the source of blockchain innovation, with technological iterations directly impacting industry dynamics, such as Ethereum's transition from PoW to PoS [2] - **Strong Ecosystem Network Effects**: High migration costs for developers and users create a "moat" for leading public chains, with Ethereum holding 70% of DeFi's Total Value Locked (TVL) [2] - **Policy Dividend Window**: As global regulations become clearer, compliant public chains are expected to have long-term growth opportunities, exemplified by Polygon's collaborations with financial institutions [2] Performance and Ecosystem Insights - **Modular Architecture**: Celestia focuses on the data availability layer, reducing Layer 2 development costs, with a projected market cap growth of over 200% by 2025 [3] - **High-Performance Optimization**: Solana achieves thousands of transactions per second (TPS) through Proof of History (PoH), with DEX trading volumes expected to surpass Ethereum multiple times in 2024 [3] - **Security and Decentralization**: Ethereum's sharding and Danksharding technologies could theoretically increase TPS to 100,000 by 2025, while reducing gas fees by 90% [3] - **Developer Community**: Ethereum boasts the largest developer community globally, with over 48 million smart contracts and more than 3,000 ecosystem projects [3] - **User Activity**: Solana has surpassed 1 million daily active addresses, with growth in on-chain gaming and high-frequency trading users [3] - **Cross-Chain Interoperability**: Polkadot and Cosmos are enhancing multi-chain ecosystems through the Inter-Blockchain Communication (IBC) protocol, with cross-chain DeFi TVL expected to exceed $20 billion by 2025 [3] - **Block Space Sales**: Ethereum's gas fees and EIP-1559 burning mechanism are projected to generate over $450 million in revenue by 2025, showcasing significant deflationary effects [3] - **Application Layer Fees**: Arbitrum, as a Layer 2 solution for Ethereum, is expected to capture transaction fees through Optimistic Rollup technology, with TVL projected to exceed $50 billion by 2025 [3] - **Ecosystem Subsidies**: BNB Chain leverages exchange traffic to maintain user engagement through token buybacks and burns [3] Individual Public Chain Analysis - **Ethereum (ETH)**: Recognized as the "operating system of the digital world," it has a clear technical route, deep ecosystem moat, and high institutional recognition, with risks including increased competition and regulatory uncertainty [5] - **Solana (SOL)**: Known as the "king of high-frequency trading," it offers high TPS and low gas fees, with risks related to centralization and network stability [6] - **Arbitrum (ARB)**: Positioned as the "core of Ethereum scaling," it benefits from EVM compatibility and leads in Layer 2 TVL, with risks tied to reliance on Ethereum's mainnet security [7] - **Sui (SUI)**: A "Move language innovator," it enhances transaction parallel processing and aims for significant growth in ecosystem projects by 2025, facing challenges in market education [8] - **Celestia (TIA)**: As a "modular infrastructure pioneer," it provides a data availability solution that lowers Layer 2 development barriers, with a projected market cap growth of over 300% by 2025, though it faces maturity challenges [9] Shift from Performance Competition to Ecosystem Collaboration - The competition among public chains has evolved from mere performance optimization to a deeper integration of technology, compliance, and the real economy [12] - **Cross-Chain Connectivity**: Polkadot and Cosmos are driving multi-chain ecosystem interoperability, with cross-chain DeFi TVL expected to exceed $20 billion by 2025 [12] - **Compliance Adaptation**: Exchanges like Messiah are providing secure entry points for institutions through compliance frameworks, promoting the mainstream adoption of DeFi [12] - **Integration with Real Economy**: Akash Network is integrating decentralized physical infrastructure networks (DePIN) to tokenize real-world assets like charging stations and solar power plants, facilitating the digitalization of traditional industries [12] Conclusion - Public chains represent the "trust infrastructure" of the digital world, with investment focus on technological iterations, ecosystem vitality, and compliance processes. Short-term opportunities lie in modular solutions (Celestia), Layer 2 (Arbitrum), and high-performance chains (Solana), while long-term prospects favor the continued evolution of the Ethereum ecosystem. The collaboration between Akash Network and Messiah Exchange highlights the potential for technological implementation and compliance adaptation [13]

“NFT szn is almost here I can feel it”Denise 🤌🐾🇮🇹 (@NoDMsPerfavore):What’s this yoga pose called? https://t.co/QibkmPS2nG ...

The next 5 NFT Strategies come on MondayThen 5 more the following weekThen daily auctions for new strategies 👀All of which send fees back to PNKSTRBullishAdam (@Rhynotic):a north star vision for NFTStrategy and $PNKSTRtl;dr - every project needs a strategy. @token_works is building that foundationaudits - audits are wrapping up, performed by @0xleastwood. there were no critical findings, but minor fixes and improvements have been applied to ...

Join the @asx_capital community by picking up a yield-bearing NFT on @BlockzGG - Monthly yield airdrops, no claim process required... 👀👇ASX (@asx_capital):Hold an NFT, earn RWA yield in the form of a monthly airdrop. 💰It's that easy.Get yours now 👉 https://t.co/0T3sWSt3Ug*APR represents current floor price* https://t.co/ztxK5bYf4D ...

The O'Ruggin Trail is now playable on Cartridge's Katana devnet.Today, we explore how this fully onchain text adventure is turning game saves into tradable stories and pointing toward new possibilities for onchain gaming.Let's dive in👇~~ Guest post by @heynejc of FOCGERS ~~Built in Cairo, wrangled with Dojo, and piped through the Cartridge gaming stack, O'Ruggin looks at first like a dusty throwback.Yes, it's a remix of The Oregon Trail series spiced with crypto satire. But the further you get in this fully ...

gm 🌊 https://t.co/XzuTJHMcdE ...

The Morning Minute (10.3)Powered by @yeet⏰Top News:-Crypto majors continue to grind up as Bitcoin breaks $120,000-BNB hits new ATH over $1,100 kicking off BNB SZN (Cake + memes soar)-CME 24/7 will launch 24/7 crypto futures and options trading in early 2026-Moonbirds tease BIRB token for first time, floor passes 4 ETH before retracing-Art Blocks announces Quine by Larva Labs as final Art Blocks Curated🌎 Macro Crypto and Memes-Crypto majors are green again, as Bitcoin breaks $120k; BTC +1% at $120,350, ETH + ...