陈默 cmdefi

@cmdefi.eth

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Fantom $FTM -> Sonic $S A major competitor from the last cycle of Layer 1 wars, the super project of the “Godfather of DeFi,” $FTM’s recent network upgrade has already led to a price surge. Let’s dive into the key details of this core transition: 1. Upon the launch of Sonic, $FTM will be exchangeable for $S on a 1:1 ratio. 2. An additional 6% of $S tokens will be minted for airdrops. 3. The airdrop plan will cover both old users of the Fantom network and new Sonic users. 4. Can Andre Cronje (AC) work his magic once again? 5. The imminent launch of USDC and a native stablecoin on Sonic. 6. A new cross-chain system. 7. Billions of dollars in tokens from the treasury are set to support Sonic’s ecosystem development.

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BNB Chain recently released an ecosystem report highlighting its focus on developing BTCFi—‘Empowering BTCFi on BNB Chain.’ Currently, there are 22,000 BTC on BNB Chain, with SolvBTC holding around 10,000 BTC, making it the largest BTC reserve protocol on the chain. BNB Chain’s transaction volume has surpassed Solana for several consecutive days, and leveraging BTCFi could be a great opportunity to regain market attention.

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Judging by the sentiment in various groups, the market’s pessimism has reached the level we saw during the FTX collapse. The difference is that back then, people at least knew why they were pessimistic. Now, it’s just complete chaos: liquidity is drying up... macroeconomic factors are in play... fuck Ethereum... fuck VC... 😂

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Several whales have been accumulating a large amount of the decentralized stablecoin project LUSD’s protocol token, $LQTY, from Coinbase over the past six months. It appears they started buying consistently from May, right after Liquity released its V2 whitepaper. Essentially, they are betting on the market impact following the launch of V2 this year. 0x1DEE26b12ae68A937ad9E225ae908A4f8ecdefDB 0xf948F4e0Dc4d35A78770bB127b56c9CA902395dE 0xb5449B86B5C364AaAE5A9B221573D7957Aa44c4B 0xFdc2b11da4DA52C3Df7425779212967EdCFac1Ed ... https://docs.google.com/spreadsheets/d/1hVHCQDRtLYPEY9OxFAwpyCbjcA_j2uRhDy6R1AyALWc/edit?gid=0#gid=0

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Attention is shifting toward the renaissance of established L1s. Just yesterday, Franklin Templeton, with $1.6 trillion in assets under management, launched a tokenized money market fund on Avalanche, while Grayscale introduced a $AVAX token trust product. Fantom ($FTM) is experiencing a revival with the return of DeFi pioneer Andre Cronje, and it’s in the process of upgrading to the high-performance Sonic network. These L1s, which created miracles in the last bull market, still maintain relatively strong developer and user communities. Compared to the new generation of L2s, as the FOMO of chasing new projects fades, the established L1s have a greater advantage in value accumulation.

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Honestly, I’d rather get involved in the (3,3) scam than play a PVP game. If I’m going to lose money either way, I might as well lose it with a bit of grace.

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Recent developments with WBTC show that there is a growing demand for truly decentralized BTC within the Ethereum ecosystem. This could be a crucial direction for future exploration and breakthroughs in the industry. ‘Bring it in, yes, the biggest one.’

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Current Attitudes Toward Layer 2: If you want to “tax” ETH, then Ethereum is seen as engaging in monopolistic practices and politics. But if you develop your own unique ecosystem, Ethereum is perceived as losing its value. The market is overly FUD-ing Layer 2! The issues of liquidity fragmentation and poor user experience are problems at the application layer, not the ecosystem layer. This is because when ecosystems multiply without a corresponding increase in user adoption, these issues naturally arise. It’s normal for these issues to come up as user demands evolve, but they are not reasons to kill an ecosystem. Builders should focus on entrepreneurship to solve these problems instead of engaging in verbal battles. Before DeFi, the challenges Ethereum faced before its rise were 100 times harder than they are now.

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In the past couple of days, MakerDAO’s proposal to reduce the $WBTC loan-to-value (LTV) ratio to 0% has passed, leading to various ‘BTC’ versions entering the market: • Mantle: $FBTC • Swell: $swBTC • pStake: $yBTC • Coinbase: $cbBTC • And of course, the veteran tBTC Anything else to add? The BTC war is on!

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After thoroughly reading about the colossal AI project Sahara AI, here’s a “plain language” interpretation Keywords: “Human-AI Collaboration” “AI to Earn” The goal is to restructure the relationships between AI companies, users, and contributors, distributing the development, ownership, and benefits of AI across all participants in the ecosystem, rather than concentrating them in the hands of a few large companies. This concept is easy to grasp. Unlike previous DePIN+AI projects that focused on decentralized computing power, Sahara AI aims to optimize the production relationships. Essentially, it decentralizes the AI production process, making the distribution of benefits more fair and balanced. This optimization is primarily aimed at achieving the following goals: 1. Privacy and decentralized learning 2. Ensuring all contributors receive fair compensation 3. Promoting innovation through open collaboration 4. Ensuring the provenance and sovereignty of each AI asset

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In 2021, Avalanche collaborated with many major projects to launch Avalanche Rush, marking the peak year for $AVAX. This year, Avalanche Boost🔺 can be seen as a lingering glimmer of liquidity mining.

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The German government will come to regret selling their BTC. This may be the last chance for retail investors to get on board.

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20天过去，已经涨到15亿了

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Spectral 这项目算是 AI 领域为数不多落地比较现实的，而且完全是正向促进Crypto，有几个地址拿到了空投，结果当时感觉6-7亿的估值不算低就卖了，现在涨到了10亿 😄

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话说 Far 上不能发长文啊，大家是都在mirror上写吗？

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推特上噪音太多了 😑

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互关互关 😄

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