Gonna get ripped a new one, but...Celestia has been unfairly singled out as the scapegoat for VC negligence compared to 99.9% of projects with very similar tokenomics, charts, VC reckonings, market making games, and unlocked staking rewards.In this case, Polychain is nuking on everyone's heads and there's nothing you can really do about it. They have destroyed the chart. Few more months until unlocks aggressively slow down and they stop dumping. Otherwise, they clearly don't care about anyone who's holding ...

以下文章来源于More Than Semi ，作者猫叔 More Than Semi . More Than SEMI 半导体行业研究 SemiAnalysis又来分析Deepseek了，在年初Deepseek刚刚爆火的时候，SemiAnalysis就出了一篇分析， 那篇写的内容确实很不错。 根据 Reuters（2025-05-29）的报道，DeepSeek 的低成本和短开发时间震惊了全球市场，导致美国科技 股价值蒸发数十亿美元，投资者重新评估 AI 巨头的估值。 这份报告深入探讨了DeepSeek R1及其在人工智能领域的竞争和市场动态，内容涵盖发布影响、技术进 步、用户使用趋势、token经济学、硬件限制、竞争格局等。先把原文的内容大概总结一下。 SemiAnal ysis原文总结 1. DeepSeek R1 的发布与市场影响 DeepSeek R1 自 2025 年 1 月 20 日推出已超过 150 天，其性能被认为与 OpenAI 的推理模型相当，但其 定价策略极具颠覆性：输入/输出token价格仅为 10 美元。这一低价策略震撼了全球 AI 市场，引发了广 泛讨论。许多人担心 DeepSeek ...

DePIN Tokenomics - NodeOpsHQ is rethinking DePIN tokenomics and introducing DePIN 2.0 [1] - Daily token supply adapts to real revenue and price, with 50% of revenue burned [1] - NodeOpsHQ is raising the bar for DePIN tokenomics [1] Community Allocation - 48% of NODE supply goes directly to the community, which is more than any major peer [1] - Just 37.5% of NODE supply is reserved for team and early backers [1]

RT Ignas | DeFi (@DefiIgnas)In this crypto-TradFi merge, I'm feeling my knowledge limits.I'm good at DeFi, comfortable with self-custody, 'get' tokenomics, and DAOs but lack TradFi expertise.Many crypto degens likely share this gap.We expected to revolutionize finance by leapfrogging TradFi altogether.The reality is a merger.TradFi is slowly adopting crypto, closing the knowledge gap on us, but we still have an edge.I feel slightly jealous to those who quit TradFi to join crypto early.Wonder what TradFi kno ...

In this crypto-TradFi merge, I'm feeling my knowledge limits.I'm good at DeFi, comfortable with self-custody, 'get' tokenomics, and DAOs but lack TradFi expertise.Many crypto degens likely share this gap.We expected to revolutionize finance by leapfrogging TradFi altogether.The reality is a merger.TradFi is slowly adopting crypto, closing the knowledge gap on us, but we still have an edge.I feel slightly jealous to those who quit TradFi to join crypto early.Wonder what TradFi knowledge do we need so to reta ...

RT Omid Malekan 🧙🏽‍♂️ (@malekanoms)Hosseeb is correct in his conclusion that staking yields should be on the low end, mostly because slashing is either rare or on a chain like Solana non-existent. It never makes sense to pay high interest on an activity with no risk and slight liquidity disruptions.My sense is most of the newer chains that started with high emission rates did so because a)Bitcoin's curve was the default and b)They wanted grifty tokenomics that rewarded insiders (see TIA et al).But we should ...

avalanche community talking about cutting staking rewards by 50% through an ACPwould save $120M annually in emissions but validators getting half their yield. interesting timing with grayscale just adding AVAX to their top 20 and c-chain hitting transaction ATHsL1s choosing between keeping validators happy and sustainable tokenomics. network doing 1.1M transactions yesterday with 1000 validators but the emission debate never stops ...