链上也是枯到了极致，感觉再来一两周等市场慢慢适应了新一轮话事人的规则之后又会继续运行起来，市场最担心的是不确定性，至于确定了之后向上还是向下，都会有各自的演变路径
另外一个感受就是ai发展带来的便利和工具太大了，现在链上各种卷工具基本上到了人手科学家的程度，说实话，不断的向这个方向演变长期下来基本是加剧pvp，但是没有办法，大家都这么发展，每个人都被迫向前，以前靠信息差/信息传递层级带来的alpha收益肯定也会降低，但是这就是新版本的玩法，除非冒出一些新的叙事能够减弱ai带来的这部分影响
#BTC
leafmaxi retweeted
hot prediction: $leaf will do a DDOS attack on Bitcoin.
leafmaxi retweeted
u mean Bitcoin time-locked vault? study @leaf_btc bro. (🌱)
leafmaxi retweeted
10 steps to understand #crc20.
1. bitcoin solved money. it's the best collateral on earth, but it just sits there. it never solved finance.
2. there is a liquidity paradox: to make ur btc work, u always had to give it away. a wrapper, an exchange, another chain.
3. every "btcfi" before took the coin off bitcoin. every time, someone else ended up holding the keys (we all know how that ends).
4. bitcoin made money honest. today, crc-20 makes it liquid. soft covenant is the core idea.
5. ur $btc goes into a vault: a taproot utxo, on L1, with time locks and spending paths bitcoin itself enforces (here, soft covenants).
6. from that vault u mint $axbt, a debt token backed by more $btc than it's worth (110% to 150%), with a (guarantee) term counted in blocks.
7. $axbt moves. swap it for $leaf. add liquidity to the pool. trade it. liquidate matured vaults. while ur $btc stays exactly where it is.
8. the yield: 1% swap fees to liquidity providers. and matured unpaid vaults go to whoever repays their debt.
9. every locked vault counts as tvl. $btc that was sleeping is now working. and u can verify every vault, every lp, every swap.
10. bitcoin where ur coins stay on L1, in ur own utxo, and still become liquid finance. none of it needed a fork. no new opcode. no consensus change.
let's grow (🌱)
2027 🌱 $leaf
leafmaxi retweeted
When will we have covenants on Bitcoin?
26%2027
22%2028
13%2029
38%2030
283 votes • Final results
