@yueya_ethi
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Founder · Investor Crypto · AI · Early Stage (GM)eowing @o1_exchange ex-@defiapp · @stepnofficial | @okx
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Joined May 2021
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hyperliquid:native 开启推土机模式了。
最近越来越多项目开始学习hype做回购、销毁,把协议价值往 Token 端回流。
而 Hyperliquid 更值得看的,是它在把整个金融闭环一点点补齐:
Spot → Perp → Margin → Borrowing → Capital efficiency
用户来这里交易,资产留在这里,抵押在这里,杠杆也在这里产生。越来越多金融需求,被收进同一个体系里。
产品有人用,收入真实存在,资金愿意留下,Token 也能持续承接价值。
非常敬佩 @chameleon_jeff 这种创业者:少讲故事,先把产品、用户和现金流跑出来。
也很期待加密行业里,能出现更多这种真正长期做事、愿意把价值留给用户和持币者的项目方🫡
.@o1_exchange 最近跑出了 $BASECAT 和 $BLUECHIP
它们后来都进入了 Coinbase 的视野,但真正值得看的,还是一个项目为什么能从早期一路走到今天。
看起来是 Meme,背后其实还是同一件事:团队持续建设、社区持续留下、产品和叙事不断被市场验证。
这也是我理解我们想做的事情:
support builders, and help good teams go further
我们更关注团队、产品和长期执行力,也希望在项目真正有潜力的时候,提供 Launch、流动性、增长、生态连接,以及不同阶段需要的资源。
某种程度上,我们越来越像一个 VC:
看 Founder、看产品、看执行,也看团队有没有能力把资源真正转化成增长。
如果你是认真做产品、想长期把事情做大的 Dev / Founder,欢迎来聊。
有经验、有团队、有资源,或者已经有资本支持、但缺 Launch 和 distribution 能力的团队,也非常欢迎!
Builders support builders.
DMs open on X / TG: @Yueya_eth
还有我家帅气小奶狗霸总 X:@stambouli_o1
最近一直有人说什么“币安内部上币渠道”“收费包上币”。
这事其实很好判断
如果真存在所谓员工利用职务,绕过正式流程帮项目方上币,那本质上已经不是“渠道”了,是拿公司的信用给自己变现。
这种事情伤害最大的反而是 @binance @heyibinance @cz_binance
所以一姐也把话说得很清楚了:申请走官网,没有中间人,没有所谓上币费。
真有人手里有“包上币”的实锤,也别只在群里讲故事了。
合同、转账、聊天记录、对接人,证据链摆出来。
能证明内部员工靠职务牟利,这种料的价值可能比你交的所谓“渠道费”高多了 😂
项目方也少一点侥幸心理。
如果项目本身够好,就老老实实走正式流程;如果项目本身不行,花多少钱买“关系”,最后买到的可能只是骗子的下一辆车。
真正成熟的平台,应该让项目竞争产品和数据,而不是竞争谁认识的人更多
共勉!
Arc 上线这两天大部分资金都往这涌入了,最大的感受是:项目不少,但信息和流动性太碎了,十几个 Launchpad、不同池子、不同入口,真正有价值的是:资产发现、交易和流动性真正串起来的入口。
研究了一下@peachlfg,Terminal + Aggregator + Launchpad 基本把这几层放到了一起。
Arc 上不管从哪个 Launchpad 出来的资产,只要有流动性,都能被索引和交易;
看到现在有活动 Peach × @wallet 的 Arc 活动也已经上线,前 1K 名交易者会分享 50K USDC 奖池,接下来o1这边也马上要开始活动了,大家可以留意一下。
更巧的是,后来才发现 Peach CEO 居然也是我们founder很熟的朋友 😂他本身还是 o1 的 Angel Investor,@o1_exchange Ventures 也投了 Peach
Crypto 圈真的很小,绕一圈发现大家最后又在同一条链、同一个方向上做事。
Arc 才刚开始,也很想看看 Peach 和 o1 这类交易 / Launch 基础设施,能不能把第一波注意力真正沉淀成长期流动性!
peach.ag/ 🤝o1.exchange/
Win up to 50K USDC when you use our DEX to trade on @arc
Rankings are based on trading volume, with the top 1K traders sharing the prize pool sponsored by @peachlfg
Ends on Sep 23, 11:30 AM UTC.
More details: web3.okx.com/ul/L2865s
“全世界的水都会重逢,北冰洋与尼罗河会在湿云中交融。”
看最近的市场,更能感同身受这句话。
美国 CLARITY Act 这周没能跨过参议院 60 票的程序门槛,监管路径继续拉扯;同一时间,英国 FCA 已经公布新的 Crypto 监管边界指引,并将在 9 月底开放授权申请。一个还在政治博弈,一个已经开始把规则变成可以执行的制度。
美联储又完成了三年来第一次加息,25bp,把利率重新推到 3.75%–4.00%。宏观环境谈不上宽松,但另一件事并没有停下来:
全球金融正在继续往链上迁移。
最近看 @RobinhoodApp 、 @Base、@binancezh 、 @XLayerOfficial 其实都在做相似的事情,只是入口不同。
Robinhood 在把股票和 Crypto 放进同一个交易世界;Base 在探索 Stock Token、B20 和更原生的链上资产体系;BNB Chain 已经承载 700+ Tokenized Stocks / ETFs,累计成交超过 50 亿美元;OKX 也开始把统一代币化股票接进交易所,并支持这些资产通过 X Layer 充提和 7×24 小时交易。
原来分散在不同世界里的东西正在接到一起:
股票变成 Token,美元变成 Stablecoin,交易所开始拥有自己的链,钱包逐渐变成金融账户,RWA 开始进入 DeFi,未来 AI Agent 甚至可以自己持有资产、寻找交易对手、支付和结算。
连最近隐私叙事重新被关注,我觉得都属于同一个变化的下一层问题:
当越来越多人的资产、身份和经济活动进入链上,我们自然会开始重新思考隐私、所有权和谁能够读取这些金融行为。
Crypto 绕了很多年。
ICO、DeFi、NFT、Meme、Stablecoin、RWA、Stock Token……
每一轮看起来都像一个新的故事。
股票、基金、信贷、美元这些几百年来形成的资产,正在沿着另一条河流进入这套新轨道。
全世界的钱,也会重逢。
Robinhood、Base、BNB Chain、X Layer 可能只是不同的河口。
最后真正形成的,也许只有一个越来越统一的全球市场。
即使漫游,每条河最终都在寻找同一片海。
Yueya retweeted
Congrats to blue-chip-4:native on making the @CoinbaseMarkets roadmap.
A small step for blue-chip-4:native. A giant leap for the @base trenches.
nitter.cf/stambouli_o1/status/20…
See you at $1B MC.
Sky is the limit.
Assets added to the roadmap today: BLUE CHIP (BLUECHIP) and Ritual (RITUAL)
coinbase.com/blog/increasing…
Yueya retweeted
If you want to dramatically improve your quality of life, learn to recover your attention quickly after something steals it. Social media arguments, stressful thoughts, minor inconveniences. Most of it is noise that steals hours to days of enjoyment. Breathe and let it go.
Yueya retweeted
been building the infra for ai agents to be productive
time for them own productive assets and exert real-world influence
board sit, by ai agents
The next BlackRock isn't a fund. It's an AI Senate, funded and chosen by the trenches.
Meet Occupy by Virtuals Protocol. Live on @base.
occupy.virtuals.io/
X 上线 Cashtag Trade,不仅是一个交易按钮
Crypto Exchange 正在从“买币的地方”变成 24/7 Global Exchange
@binance 已经把股票、Pre-IPO、币股、Perps 和 Crypto 放进同一个账户; @krakenfx 在做 xStocks + Stock Perps,背后甚至开始出现 Nasdaq; @coinbase 则直接把真实股票通过 B20 搬上 @base
当股票、Crypto、黄金、指数、Perps 都可以用 Stablecoin 24/7 交易以后,“Crypto Exchange”这个词本身可能都会过时。
更值得想象的是 @X
金融 Narrative 本来就发生在 X。以后如果一条新闻出来,用户从 $NVDA / $TSLA / $BTC 的讨论直接进入交易,X 控制的其实是金融市场最上游的 Attention 和 Order Flow。
再往后看,可能形成一个很有意思的结构:
X 负责发现和传播
交易所负责执行
链负责结算
Stablecoin 负责资金
而 Tokenized Stocks,就是把 TradFi 和 Crypto 真正接起来的那座桥。
下一轮交易所竞争,我更关注的已经不是谁能上更多 Crypto,而是谁能先成为那个真正的 Trade Everything 平台。
我之前对隐私 DeFi 一直有个疑问:
大家都说机构需要隐私,但到底有没有真实需求,还是只是一个听起来很合理的叙事?
所以这次 @zama 的进展非常大!
6 月他们第一次做 confidential USDC vault,当时只有一个 vault,结果 7 周做到了 $40M TVL。
现在直接扩到了 16 个 vault、5 个 curator,还有confidential swap。
我觉得最实际的一点是:
机构不用为了隐私重新换一套 DeFi。
原来的 Morpho、策略、curator 都可以继续用,只是自己的仓位和交易意图不需要全部公开在链上。
这件事对普通用户可能没那么敏感,但如果资金规模很大,公开仓位确实挺难受的。
所以我现在会更愿意相信,confidential DeFi 可能真的有一块独立需求。
Zama 把自己叫做公链的 HTTPS layer。
这个比喻以前听起来有点远,现在至少开始有产品把它落地了。
Confidential DeFi at scale, live today.
Zama is the fastest growing confidentiality protocol for onchain finance.
Today, Zama expands confidential access to 16 curated yield vaults across 5 institutional curators and 5 assets: USDC, USDT, AUSD, WBTC, and tGBP, all deployed on @Morpho.
The same trusted curators and strategies that institutional capital already uses, now with confidential entry.
Alongside the vaults, the Zama Confidential Swap Protocol goes live. Swap between confidential assets without exposing intent or size.
Curated by: Armitage by @wintermute_t, @Bitwise, @flowdesk_co, @RockawayX, @SteakhouseFi
Access: @Morpho, @utila_io, @yield_xyz, @zerion
Incentives: @pendle_fi, @merkl_xyz
With support from: @Tether (USDT), @BitGo (WBTC), @tokenGBP (tGBP), @withAUSD (AUSD)
Shield, send, deposit, earn, and swap, all confidentially at: app.zama.org
新链上线,我最期待的还是第一批项目,总有人能整出没见过的玩法。
明天(9 月 16 日)Arc 上线,@Wallet 首日支持,@o1_exchange 也已支持 @Arc
钱包备好了,想来发项目的 dev 也可以找我,带着你的脑洞来聊💚
Crypto 里很多高收益骗局真正利用的,其实是“借来的信用”
一个人只要挂上几个标签:
前交易所员工、某大佬朋友、某基金出来的、内部渠道、认识很多圈内人……
大家很容易下意识把公司的品牌、朋友的信用、圈子的关系网,一起转移到这个人身上
能力和信用是两回事
我觉得 @Arc 真正值得注意的是,不只是会不会出 Meme,而是它有没有机会借 Meme 完成冷启动
Solana、BNB、Robinhood 已经证明,Meme 是新链最快的注意力入口。现在 @Fomo 又准备接入 Arc,相当于提前把一套现成的流量和交易分发能力带过去。
接下来就看一件事:
Arc 能不能把 Meme 带来的注意力,沉淀成真正的用户、流动性和原生生态。
如果能,Arc 的启动速度可能会比很多人预期更快。
some thoughts on Arc chain:
ppl building on Arc or related to Arc have reached out to me several times over the past few weeks
apparently, they want to get trenchers onto the chain early because they understand that memecoin activity is one of the fastest ways to bootstrap traction for a new chain
i mostly ignored them
i've been too busy to even keep track of all the messages i get these days, but more importantly, i've believed that onchain activity this cycle will be concentrated around Robinhood, BNB and Solana
that was my bias
until i learned that fomo will be integrating Arc shortly after launch
Seyong from fomo recently told me that the integration should happen within a few days of launch
and honestly, that changed my short-term bias on Arc
don't get me wrong
i still believe RH/BNB/SOL will be where the majority of the real action happens this cycle
but there's something important to consider:
fomo hasn't even integrated Hyperliquid, Tron or TON
and all three of those chains produced runners that reached $100m+
so if fomo is integrating Arc right out of the gate, i think there's a very real possibility that there will be some serious short-term money-making opportunities for trenchers
and that's the key distinction:
short term
i am NOT saying Arc is going to become the next BNB, Robinhood or Solana
i'm saying this is the first time fomo will be integrating a non-mainstream chain essentially from launch
that makes Arc a very interesting experiment
and i'm positioned accordingly
i bought the native token of the main launchpad on Arc, $LONG, along with the top 3 memecoins on the launchpad
my thesis is basically this:
1. fomo is integrating Arc
fomo is becoming one of the main crypto trading apps for retail this cycle
i originally ignored Arc entirely
the fomo integration changed that
2. Arc is actively trying to attract trenchers
multiple ppl building around Arc have reached out to top trenchers like myself
that suggests they understand how important early memecoin activity can be for a new chain
3. they appear to be trying the Robinhood playbook
i've also had a source tell me that Arc understands how important it is to have trenchers on the chain early and is actively focused on making that happen
essentially, they're borrowing a page from the Robinhood playbook
and i want to be super, super clear about this:
this is a degen, degen rabbit hole
this is a short-term adventure
i'm not rotating my core thesis away from RH/BNB/SOL
and i genuinely believe that RH/BNB/SOL is where you want to concentrate your energy this cycle... and that most other chains will likely be a waste of time on a long enough timeframe
so why am i touching Arc?
i'm simply betting that the combination of new chain + launchpad + trenchers + fomo integration could create some very interesting early opportunities
if you're interested in exploring it, you can either wait for the fomo integration later this week
or bridge over earlier through the main launchpad on Arc, Long
for those who want to bridge:
1. buy $CRCL on Robinhood (most tokens on Arc are paired against $CRCL):
dexscreener.com/robinhood/0x…
2. bridge your Robinhood Chain $CRCL to Arc using the bridge provided by the main launchpad:
long.supply/bridge
3. buy whatever you want through long.supply
IMPORTANT:
don't use trading bots like Basedbot or GMGN right now
they're routing through the wrong pools and you could end up losing a significant amount of your money to slippage
and if you're not on fomo yet, you really should hurry to get your account set up
if this thesis plays out, you don't want to be setting everything up after the opportunities have already appeared
join through my ref:
fomo.family/r/unipcs
i'm also doing a $350k giveaway for active fomo refs
so you could literally get rewarded for being early
again: this is a short-term degen experiment
but if you're a trencher, this is exactly the kind of setup i'd want on my radar before the masses arrive
Yueya retweeted
spoke to enough people at the top, you realize the game is actually pretty simple
once basic needs are met, everyone starts chasing the same things
good sleep, a stable relationship, regular workouts, time alone, books, deep focus, eating on time, and freedom from other people’s opinions
funnily enough, you don’t need to reach the top to start optimizing for any of them