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Wil6606

@cmm901222-lxh

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27 Followers
Wil6606 pfp
Wil6606
@cmm901222-lxh
9🈷️币安市场总结！
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Wil6606
@cmm901222-lxh
The most interesting layer of blockchain: the consensus layer! In a decentralized network, how do we achieve consensus on a distributed ledger, making the chain not just “don’t be evil” but “can’t be evil”? Reviewing the establishment of several generations of consensus mechanisms: 1️⃣ POW (Proof of Work): The consensus of the BTC blockchain is essentially a competition for accounting rights through computational power. Consensus is achieved through the “longest chain principle” and the “6-block confirmation rule.”
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Wil6606
@cmm901222-lxh
After studying Binance’s “2024 Mid-Year Report,” I found some interesting data: 1️⃣ BTC ETF: Proposed in July 2013 and approved at the beginning of 2024; BTC ETFs are valued at approximately $52 billion, compared to gold ETFs at about $110 billion. 2️⃣ DeFi is still about Ethereum: Total TVL increased from $54.4 billion at the beginning of the year to $94.1 billion at the end of June, with Ethereum accounting for $58.2 billion or 61.9%. This is the strength of L2, with an L2 TVL of $43 billion; among L2 solutions, BASE was the most profitable in the first half of the year, earning $42.6 million.
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Wil6606
@cmm901222-lxh
After reading ‘Decentralized Finance,’ I was quite moved by a few sets of data! 1. Binance users: July 2022 (over 90 million) ➡️ July 2024 (over 200 million) 2. BTC market cap: December 31, 2022 ($318.7 billion) ➡️ July 2024 (around $1.3 trillion) 3. ETH market cap: December 31, 2022 ($146.5 billion) ➡️ July 2024 ($416 billion)”
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Wil6606
@cmm901222-lxh
“A history of Coinbase is half the history of the crypto world!” 1. P2P transactions vs. exchange transactions: Buying Bitcoin through a third party is a betrayal of Bitcoin; Coinbase chose to make it easier for ordinary people to purchase Bitcoin. 2. Security vs. hackers: 3. Legal vs. money laundering: Bitcoin is just a peer-to-peer financial tool; its good or evil depends on its users. 4. Currency vs. asset vs. commodity: Before it was defined, it had infinite possibilities. 5. Digital gold vs. daily payments: The debate between small blocks and large blocks of Bitcoin; ultimately, small blocks were chosen to become digital gold, and Coinbase’s dream of daily payments was shattered. 6. Single coin (BTC) vs. multiple coins (BTC, ETH…): The market needed more coins, which Coinbase did not have.
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Wil6606
@cmm901222-lxh
Analysis of the $Dogs attracting over ten million traffic in two days: 1. Underlying reason: The popularity of the TON ecosystem; 2. Form differentiation: From various TAP forms to earning points based on Telegram membership years; 3. Leveraging trends: 1）The dog of the founders of TON and Telegram, reminiscent of Musk’s support for Dogecoin; 2）Rumors of support from the not & blum projects; 4. Global KOL reposts, widespread FOMO, and viral spread. #dogs #ton #not #blum
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Wil6606
@cmm901222-lxh
Ideal vs. Reality for Newcomers in Web3 -Ideal: Decentralization, establishing a new financial order! -Reality: A new slaughterhouse, a global casino! -Ideal: Money comes like a whirlwind, easy pickings! -Reality: Man is the knife, I am the fish! -Ideal: Web3 entrepreneurs break the mold! -Reality: Endless manipulation, a machine for harvesting newcomers! -Ideal: Diverse ecosystems flourish! -Reality: All fuel for BTC, cyclical harvesting! -Ideal: Web3 creates new realms of imagination! -Reality: Finance is the only ticket in Web3!
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Wil6606
@cmm901222-lxh
1、The BTC ecosystem lacks liquidity. 2、The Ethereum ecosystem keeps building layers: L1, L2, L3… 3、The SOL ecosystem is focused on entertainment, constantly launching meme coins. 4、The TON ecosystem is a traffic magnet. 5、Project teams all want to build their own blockchains and sellnodes. 6、Tokens in the secondary market are all breaking below their initial offering prices. Bring on the great flood! Tear it down and rebuild…
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Wil6606
@cmm901222-lxh
hihi! i got my Ⓜ️oxiedrop allocation...did you get yours? cc @betashop.eth @airstack.eth
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Wil6606
@cmm901222-lxh
1、web3的基本盘是面向全球市场，面向未来市场； 2、现在的全球就算是币安的用户也才2亿； 3、TG的9亿用户，TON生态一直在破圈，吸引新用户； 4、现在的牛市跟以往的都不同，现在缺乏个超级应用点爆市场；Btc这波的1.5万到7万🔪的增量被上一轮叙事延续的L2消化了，现在进入新的阶段，to be or to die? 对应“高筑墙，广积粮，缓称王”；现在的策略“多学习，广建仓，缓入场”！
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Wil6606
@cmm901222-lxh
新人进入Web3的理想与现实 -理想：去中心化，建立金融新秩序！ -现实：新型屠宰场，全球赌场！ -理想：钱都是大风刮来的，捡钱！ -现实：人为刀俎，我为鱼肉！ -理想：web3创业者打破常规！ -现实：无尽的Pua，韭菜收割机！ -理想：不同生态百花齐放！ -现实：都是BTC的燃料，周期收割！ -理想：web3创造新的想象力！ -现实：金融是web3的唯一通行证！
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Wil6606
@cmm901222-lxh
7.5大跌顿悟： 1、大毛至简，大热必死； 2、选择大于努力； 3、99%的币必将归零； 4、99%的项目是垃圾； 5、99%的币圈时间是垃圾时间； 6、99%的KOL远离； 7、99%的Tg群远离；
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Wil6606
@cmm901222-lxh
加密货币4次牛市： 第一次：2011-2013年，比特币价格（几美分➡️约$1,163） 第二次：2017年，比特币价格（约$1000➡️约$20,000) 第三次：2020-2021年，比特币价格（约$7,000➡️约$69,000） 第四次：2023-？年，比特币价格（约$15,000➡️约$73,000➡️ ？）
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Wil6606
@cmm901222-lxh
加密货币价格分析涨跌动不动就说： 1、俄乌战争，巴以冲突等国际形势； 2、美联储降息，失业率等经济指标； 3、华尔街、贝莱德等 基本上都是装大尾巴狼； 我们分析下加密货币的市值： 1、美股市值40万亿左右； 2、中国股市市值11万亿左右； 3、苹果公司市值3.3万亿左右，谷歌市值2.3万亿左右； 4、加密货币市值2.13万亿左右； 加密货币市值还不大，而BTC比特币又占比53%；在任何行业当一个个体占据行业一半以上份额时，这个行业就变得像一个人的喜怒哀乐一样变幻莫测，所有的行为变得怪诞而荒唐；大家配合表演，在公路上存活下来…
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Wil6606
@cmm901222-lxh
“去中心化+社群+共识” 曾经是大家心目中的白月光，现在沦为VC的镰刀，用户的蚊子血，做市商玩弄的对象…… 1、VC：皇帝的新衣，前期“去中心化+社群+融资”吸引用户三板斧； 2、撸毛用户：nothing,but FOMO; 3、做市商：WOW，养好的猪，PUA好的韭菜；社群真是个好东西…
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Wil6606
@cmm901222-lxh
I got my Moxie Pass! Mint yours to be eligible for upcoming airdrops, grants, Fan Tokens and more! cc @betashop.eth @airstack.eth
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Wil6606
@cmm901222-lxh
这个月撸猫🐱和仓鼠🐹都要发空投啦！！！ 看看TON生态能不能打破撸毛不可能三角形：人多，大毛，简单！ #Catizen #hamster #TON #not
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Wil6606
@cmm901222-lxh
行情不好，分析下币圈暴富的逻辑，发掘等待下一个暴富机会：叙事能否带来价值？ 1、BTC：加密货币开创者，一种全新的数字货币，是信仰，加密货币的根基； 2、ETH：通过智能合约让所有项目方实现发币自由； 3、BNB、OK等交易所：让所有发的币可以在所内交易流通，打新拉升币价；
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Wil6606
@cmm901222-lxh
Ton生态火热，要撸到大毛的的思考： 1、如何解决用户基数大和撸毛的造福效应？（TON生态用户基数大，阳光普照，皆为小毛） 2、如何创造新叙事，而不是只是为了用户基数大把旧叙事搬到TON生态？（满屏TAP，皆为仿盘） 3、TON生态如何可以将蛋糕分给用户而不是项目方吃独食？（项目方爱TON，TON爱项目
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Wil6606
@cmm901222-lxh
“On the internet, nobody knows you are a dog！” “On the crypto, nobody knows you are a human ! ” #crypto
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