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Wil6606

@cmm901222-lxh

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27 Followers


Wil6606 pfp
Wil6606
@cmm901222-lxh
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Wil6606 pfp
Wil6606
@cmm901222-lxh
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Wil6606 pfp
Wil6606
@cmm901222-lxh
9🈷️币安市场总结!
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Wil6606 pfp
Wil6606
@cmm901222-lxh
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Wil6606 pfp
Wil6606
@cmm901222-lxh
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Wil6606 pfp
Wil6606
@cmm901222-lxh
2️⃣ POS (Proof of Stake): Ethereum transitioned from POW to POS in 2022. The key to POS is having a reward and punishment mechanism to prevent validators from maximizing their profits through double-staking, which could cause chain splits. The requirement for asset staking also results in a lack of liquidity in the network. 3️⃣ POL (Proof of Liquidity): Bearchain has an innovative consensus mechanism. It addresses the liquidity shortage in POS by using the shortest path to achieve the ecosystem flywheel.
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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
3️⃣ Meme coins are still about SOL: Meme coins had the highest returns among all types in the first half of the year, reaching 279%. Therefore, pump.fun earned $42 million. Meme coins are hard to catch; on SOL, over 409,300 meme coins were launched on various DEXs in June alone. 4️⃣ The shocking data is about TON: TVL grew by 5087%; not has 35 million players, and hamster has 300 million players. 5️⃣ In the second half of the year, we need to look at whether there are new narratives: BTC’s L2, ownership economy (socialfi, depin), GameFi, RWA…
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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
7. Convenient BTC buying vs. Finance 2.0: Coinbase’s original intention shifted from providing convenient BTC buying to leading 1 billion people into the emerging crypto industry to achieve economic freedom. 8. Coinbase vs. Binance: The once king is mocked as the “gatekeeper” of Binance, being the entry point to Binance (Coinbase converts fiat currency to cryptocurrency, Binance converts cryptocurrency to cryptocurrency).
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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 pfp
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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