Haotian.CRYPTO pfp

Haotian.CRYPTO

@haotian

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Haotian.CRYPTO pfp
Haotian.CRYPTO
@haotian
恭喜 @GoPlusSecurity，成功融资1,000万美元。深刻地印证了一点：Crypto市场亟需要一个挑大梁的C端安全服务解决方案出现。就像360安全卫士提升了互联网的安全层级一样，普通用户多么殷切地希望，GoPlus之后的web3的安全防护也能上一个档次。
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Haotian.CRYPTO pfp
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@haotian
如何看待 @Starknet 宣布进军BTC layer2领域？简而言之：1）Starknet扩展比特币的先决条件是OP_CAT提案通过在先，存在不确定性；2）… https://open.substack.com/pub/haotiancryptoinsight/p/starknet-btc-layer2?r=24rz8s&utm_campaign=post&utm_medium=web
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Haotian.CRYPTO pfp
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@haotian
无奈把微信公众号暂停更新了，原因是我无法证明我的原创属于我，原创标被无故取消了，作为一个在互联网圈坚持原创10多年的人，瞬间有一种尊严被践踏的无力感。太魔幻了。
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Haotian.CRYPTO pfp
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@haotian
在我心目中，ckb的同构绑定，rooch的全局状态机，以及ZKM的native跨链，会是下一阶段BTC layer2同台竞技的三种更偏技术的解决方案。👍BTC layer2 的竞争即将迈入技术门槛更高，解决方案更底层的第二阶段。(抽空写长文分析
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Haotian.CRYPTO pfp
Haotian.CRYPTO
@haotian
MeMe币情绪周期更短、无VC资金背书，存在大量不可知老鼠仓，随时可能以黑客攻击、团队起哄、推特被盗、更改合约等花样方式软rug。除了高波动和收益率适合深谙三盘之道的玩家之外，大部分新手都是炮灰。
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Haotian.CRYPTO pfp
Haotian.CRYPTO
@haotian
https://x.com/tmel0211/status/1795344307173683283 我倾向于把AVM的开发落地视为一种基于BTC主网Script脚本扩展的有益主动探索，同时可比特币主网能在二层生态构建以及BitVM等链上和链下组合生态中发挥更大占比作用和价值。建议保持理性谨慎乐观态度。
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Haotian.CRYPTO pfp
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@haotian
11家机构在HK的牌照被撤回，美国对web3态度转变的同时，国内也大变脸了吗？Crypto政治色彩越来越明显了。
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Haotian.CRYPTO pfp
Haotian.CRYPTO
@haotian
如何看待以太坊ETF被通过之后的后市行业发展变局？先说结论：在我看来，市场会迎来较长时间的“山寨”季，牛市Bull Run正当时，只是过程不会那么美好。Why？接下来，说说我的个人观察：https://x.com/tmel0211/status/1794184387485209062
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Haotian.CRYPTO pfp
Haotian.CRYPTO
@haotian
接下来会有一波有一波的山寨狂欢，因为以太坊ETF上线意味着来自美国ZF对币圈的强“监管”就要来了，在具体法案落实前，暗庄、游资蠢蠢欲动，山寨八成会抓住机会最后狂舞。anyway，山寨季来临了😎
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@haotian
可喜可贺，以太坊ETF通过了，还给市场营造了几个月的山寨bull run时间！
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Haotian.CRYPTO pfp
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@haotian
明显感觉warpcast的中文声音还是太少了，大家说说看都是啥原因？无论分析交易、研究项目、甚至撸毛这里的人群应该会更精准，有效信息触达率更高吧。很奇怪。
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@haotian
Hi，大家好.
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@haotian
大家好，有中文圈的朋友吗？
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@haotian
Most of the analysis in the market only talked about Price Discovery and related tactics, however, there is another huge part that was missing, which is the token utility. No matter how the market goes, the value-driven token with a virtuous circle will win in the long term.
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Haotian.CRYPTO pfp
Haotian.CRYPTO
@haotian
In my view, FHE homomorphic encryption is indeed one step higher than ZKP technology in terms of imagination space and can help more AI+Crypto application scenarios to be implemented.
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Haotian.CRYPTO pfp
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@haotian
Can I assume that abstracting any Layer 2 Sequencer is actually a Layer 3 application chain with advanced features?
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Haotian.CRYPTO pfp
Haotian.CRYPTO
@haotian
Ethena's approach, which is mainly based on hedging positions in the contract market, needs continuous observation. Given the platform's destined expansion of stablecoin issuance, it may increasingly become a 'big bear' in the market.
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@haotian
i heard somebody said that i can directly discuss with you on Farcaster @vitalik.eth is it really？
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@haotian
GM.
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