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交个朋友 日常分享开源 交易笔记 Ai X: @oAdam
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SEC encryption working group is pushing new regulations for encrypted asset custody.
The key is to clarify the following two points for securities brokers and investment advisers:
1- Brokers may hold non-securities crypto assets without special registration.
2- Investment advisers may entrust client assets to state-chartered trust companies for custody.
Once the custody chain is opened up, compliance friction for institutional capital entering the market will drop significantly.
SEC encryption working group is pushing new regulations for encrypted asset custody.
The key is to clarify the following two points for securities brokers and investment advisers:
1- Brokers may hold non-securities crypto assets without special registration.
2- Investment advisers may entrust client assets to state-chartered trust companies for custody.
Once the custody chain is opened up, compliance friction for institutional capital entering the market will drop significantly.
The key is to clarify the following two points for securities brokers and investment advisers:
1- Brokers may hold non-securities crypto assets without special registration.
2- Investment advisers may entrust client assets to state-chartered trust companies for custody.
Once the custody chain is opened up, compliance friction for institutional capital entering the market will drop significantly.
15
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yzi strengthens its control over $BNC , which is bullish for the BNC liquidity pool meme stocks on BSC.
The market maker’s influence is more stable, and the intention to pull the price is more certain.
The alpha of stock memes depends on how concentrated the market maker is, not on the float.
On this BSC chain, the $BNC token is worth revisiting.
yzi strengthens its control over $BNC , which is bullish for the BNC liquidity pool meme stocks on BSC.
The market maker’s influence is more stable, and the intention to pull the price is more certain.
The alpha of stock memes depends on how concentrated the market maker is, not on the float.
On this BSC chain, the $BNC token is worth revisiting.
The market maker’s influence is more stable, and the intention to pull the price is more certain.
The alpha of stock memes depends on how concentrated the market maker is, not on the float.
On this BSC chain, the $BNC token is worth revisiting.
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Hyperliquid data on burning HYPE: In the past 24h, 39,980 HYPE were burned (US$3.76 million). The weighted average price was $94.18. So far, a total of 48.84 million HYPE have been burned (US$4.64 billion), accounting for 4.88% of the maximum supply. The platform’s cumulative revenue is US$1.27 billion.
① The burn mechanism is the core anchor of HYPE’s value—each day, HYPE is repurchased and burned using the platform’s revenue. This closes the loop of “trading fees → rewards for token holders,” effectively meaning that HYPE holders automatically receive “dividends” every day.
② With a burn ratio of 4.88%, it has already reached the cumulative level of many tokens’ “annual inflation burn models,” but HYPE has only been live for less than 12 months, which suggests that the annualized burn rate may be 20%+.
③ For a protocol to truly run the “deflationary flywheel,” it needs Hyperliquid’s three-piece setup: “high daily active users + net fee inflow + proactive repurchase and burn,” rather than relying purely on forced repurchases after VC unlocks.
This HYPE burn-omics framework may be the most textbook-meaningful model in the DEX track by 2027.
Hyperliquid data on burning HYPE: In the past 24h, 39,980 HYPE were burned (US$3.76 million). The weighted average price was $94.18. So far, a total of 48.84 million HYPE have been burned (US$4.64 billion), accounting for 4.88% of the maximum supply. The platform’s cumulative revenue is US$1.27 billion.
① The burn mechanism is the core anchor of HYPE’s value—each day, HYPE is repurchased and burned using the platform’s revenue. This closes the loop of “trading fees → rewards for token holders,” effectively meaning that HYPE holders automatically receive “dividends” every day.
② With a burn ratio of 4.88%, it has already reached the cumulative level of many tokens’ “annual inflation burn models,” but HYPE has only been live for less than 12 months, which suggests that the annualized burn rate may be 20%+.
③ For a protocol to truly run the “deflationary flywheel,” it needs Hyperliquid’s three-piece setup: “high daily active users + net fee inflow + proactive repurchase and burn,” rather than relying purely on forced repurchases after VC unlocks.
This HYPE burn-omics framework may be the most textbook-meaningful model in the DEX track by 2027.
① The burn mechanism is the core anchor of HYPE’s value—each day, HYPE is repurchased and burned using the platform’s revenue. This closes the loop of “trading fees → rewards for token holders,” effectively meaning that HYPE holders automatically receive “dividends” every day.
② With a burn ratio of 4.88%, it has already reached the cumulative level of many tokens’ “annual inflation burn models,” but HYPE has only been live for less than 12 months, which suggests that the annualized burn rate may be 20%+.
③ For a protocol to truly run the “deflationary flywheel,” it needs Hyperliquid’s three-piece setup: “high daily active users + net fee inflow + proactive repurchase and burn,” rather than relying purely on forced repurchases after VC unlocks.
This HYPE burn-omics framework may be the most textbook-meaningful model in the DEX track by 2027.
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Reminder for meme players:
① The current “curve-to-listing” project (IOP/IPO) in the meme circle has exactly the same fund-pool logic as traditional stock IPOs—first create expectations → pump early → leave late high-level bag-holders trapped;
② Retail investors’ judgment criteria are not based on “coin price trends,” but on whether there are real users/revenue/technology behind it. Projects like PENGU/PONS that have users/IP are completely different from pure meme sell-off order flow;
③ In the next 12 months, the crypto space will see more and more “IOP (Initial Pump Offering).” Use the due-diligence standards of an IPO to assess each meme, rather than a gambling mindset.
In 2027, the crypto space may face a new round of regulation.
Reminder for meme players:
① The current “curve-to-listing” project (IOP/IPO) in the meme circle has exactly the same fund-pool logic as traditional stock IPOs—first create expectations → pump early → leave late high-level bag-holders trapped;
② Retail investors’ judgment criteria are not based on “coin price trends,” but on whether there are real users/revenue/technology behind it. Projects like PENGU/PONS that have users/IP are completely different from pure meme sell-off order flow;
③ In the next 12 months, the crypto space will see more and more “IOP (Initial Pump Offering).” Use the due-diligence standards of an IPO to assess each meme, rather than a gambling mindset.
In 2027, the crypto space may face a new round of regulation.
① The current “curve-to-listing” project (IOP/IPO) in the meme circle has exactly the same fund-pool logic as traditional stock IPOs—first create expectations → pump early → leave late high-level bag-holders trapped;
② Retail investors’ judgment criteria are not based on “coin price trends,” but on whether there are real users/revenue/technology behind it. Projects like PENGU/PONS that have users/IP are completely different from pure meme sell-off order flow;
③ In the next 12 months, the crypto space will see more and more “IOP (Initial Pump Offering).” Use the due-diligence standards of an IPO to assess each meme, rather than a gambling mindset.
In 2027, the crypto space may face a new round of regulation.
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“New Money” on Solana (Hyperliquid players, AI meme players) is becoming this round’s new whale;
The money earned by last round’s ETH whales has already been “trapped or shifted,” and their whale status is being replaced by new Solana players;
Cardano whales have become “old-timers from the previous round,” marginalized by the market.
Whale identities are also evolving: the real progression from BTC whale → ETH whale → Solana whale is happening, and each round “who is the whale” gets reshuffled.
What you should be watching now is the “new Hyperliquid whales + AI meme whales” on Solana—their position-taking moves have more signal value than the older whales.
“New Money” on Solana (Hyperliquid players, AI meme players) is becoming this round’s new whale;
The money earned by last round’s ETH whales has already been “trapped or shifted,” and their whale status is being replaced by new Solana players;
Cardano whales have become “old-timers from the previous round,” marginalized by the market.
Whale identities are also evolving: the real progression from BTC whale → ETH whale → Solana whale is happening, and each round “who is the whale” gets reshuffled.
What you should be watching now is the “new Hyperliquid whales + AI meme whales” on Solana—their position-taking moves have more signal value than the older whales.
The money earned by last round’s ETH whales has already been “trapped or shifted,” and their whale status is being replaced by new Solana players;
Cardano whales have become “old-timers from the previous round,” marginalized by the market.
Whale identities are also evolving: the real progression from BTC whale → ETH whale → Solana whale is happening, and each round “who is the whale” gets reshuffled.
What you should be watching now is the “new Hyperliquid whales + AI meme whales” on Solana—their position-taking moves have more signal value than the older whales.
540
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This is a hard warning for all iPhone users:
① iOS Safari is not “default security.” Zero-day vulnerabilities continue to be discovered in the WebKit engine, including JS memory-reading attacks;
② For crypto users: don’t import/view recovery phrases (seed phrases) in iPhone Safari. For important actions, use a hardware wallet or a standalone signing device;
③ A lesson for crypto wallet developers: wallet apps should proactively detect WebView/Safari calls and forcibly block sensitive operations, rather than relying on system-level fallback protections.
The security of crypto assets requires dedicated tools—don’t trust the default security of any consumer-grade operating system.
Wake-up call 🚨🚨🚨
This is a hard warning for all iPhone users:
① iOS Safari is not “default security.” Zero-day vulnerabilities continue to be discovered in the WebKit engine, including JS memory-reading attacks;
② For crypto users: don’t import/view recovery phrases (seed phrases) in iPhone Safari. For important actions, use a hardware wallet or a standalone signing device;
③ A lesson for crypto wallet developers: wallet apps should proactively detect WebView/Safari calls and forcibly block sensitive operations, rather than relying on system-level fallback protections.
The security of crypto assets requires dedicated tools—don’t trust the default security of any consumer-grade operating system.
Wake-up call 🚨🚨🚨
① iOS Safari is not “default security.” Zero-day vulnerabilities continue to be discovered in the WebKit engine, including JS memory-reading attacks;
② For crypto users: don’t import/view recovery phrases (seed phrases) in iPhone Safari. For important actions, use a hardware wallet or a standalone signing device;
③ A lesson for crypto wallet developers: wallet apps should proactively detect WebView/Safari calls and forcibly block sensitive operations, rather than relying on system-level fallback protections.
The security of crypto assets requires dedicated tools—don’t trust the default security of any consumer-grade operating system.
Wake-up call 🚨🚨🚨
11
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Chart analysis is effective on highly liquid assets like BTC/ETH, but is basically ineffective on altcoins—altcoin prices are driven more by narratives, fund flows, and whale actions, with candlesticks being just a surface phenomenon.
For small retail traders, don’t put 100% of your effort into watching candlestick charts. A reasonable allocation is 30% charts + 30% narrative “temperature” + 40% fund-flow direction + the mindset behind your holdings.
Chart analysis is effective on highly liquid assets like BTC/ETH, but is basically ineffective on altcoins—altcoin prices are driven more by narratives, fund flows, and whale actions, with candlesticks being just a surface phenomenon.
For small retail traders, don’t put 100% of your effort into watching candlestick charts. A reasonable allocation is 30% charts + 30% narrative “temperature” + 40% fund-flow direction + the mindset behind your holdings.
For small retail traders, don’t put 100% of your effort into watching candlestick charts. A reasonable allocation is 30% charts + 30% narrative “temperature” + 40% fund-flow direction + the mindset behind your holdings.
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The First Trading Challenge: Buying in Low Positions
The Second Trading Challenge: Holding While Prices Are Rising
Buying in low positions does not mean “all-in.” It means “gradually building a position with money that doesn’t affect your everyday life.”
Holding while prices are rising does not mean “being a dead bull who won’t sell.” It means setting a take-profit moving line so your profits can run. This discipline—against human nature—is something 90% of retail traders can’t do.
I’ve bought many spot assets. Most of the time, when they rise 20%, 30% I basically sell everything, and then I end up missing the big gains. For example, $BANK —right before takeoff I had plenty of chips, but in the end I sold everything just before dawn.🥲
The First Trading Challenge: Buying in Low Positions
The Second Trading Challenge: Holding While Prices Are Rising
Buying in low positions does not mean “all-in.” It means “gradually building a position with money that doesn’t affect your everyday life.”
Holding while prices are rising does not mean “being a dead bull who won’t sell.” It means setting a take-profit moving line so your profits can run. This discipline—against human nature—is something 90% of retail traders can’t do.
I’ve bought many spot assets. Most of the time, when they rise 20%, 30% I basically sell everything, and then I end up missing the big gains. For example, $BANK —right before takeoff I had plenty of chips, but in the end I sold everything just before dawn.🥲
The Second Trading Challenge: Holding While Prices Are Rising
Buying in low positions does not mean “all-in.” It means “gradually building a position with money that doesn’t affect your everyday life.”
Holding while prices are rising does not mean “being a dead bull who won’t sell.” It means setting a take-profit moving line so your profits can run. This discipline—against human nature—is something 90% of retail traders can’t do.
I’ve bought many spot assets. Most of the time, when they rise 20%, 30% I basically sell everything, and then I end up missing the big gains. For example, $BANK —right before takeoff I had plenty of chips, but in the end I sold everything just before dawn.🥲
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In the future, every stock will have a “companion-type meme token” on the blockchain. The features of this meme token are:
Running on a chain with massive distribution (e.g., Robinhood Chain); determining its own position through real market demand (not liquidity mining) and gaining and losing status.
Behind this: on-chain memes are no longer “crypto-community self-indulgence,” but “culture derivatives of stocks.”
Robinhood Chain is strong because it has a dual foundation: both “stock users” and “on-chain capabilities.”
The meme tokens that can truly break out in the future must have “real narrative (backing from real stocks),” not fabricated animal coins made out of thin air.
Keep a close watch on the on-chain coin–stock mapping on Robinhood Chain + the meme pairing projects—this will be the source of alpha for the next 12–24 months.
In the future, every stock will have a “companion-type meme token” on the blockchain. The features of this meme token are:
Running on a chain with massive distribution (e.g., Robinhood Chain); determining its own position through real market demand (not liquidity mining) and gaining and losing status.
Behind this: on-chain memes are no longer “crypto-community self-indulgence,” but “culture derivatives of stocks.”
Robinhood Chain is strong because it has a dual foundation: both “stock users” and “on-chain capabilities.”
The meme tokens that can truly break out in the future must have “real narrative (backing from real stocks),” not fabricated animal coins made out of thin air.
Keep a close watch on the on-chain coin–stock mapping on Robinhood Chain + the meme pairing projects—this will be the source of alpha for the next 12–24 months.
Running on a chain with massive distribution (e.g., Robinhood Chain); determining its own position through real market demand (not liquidity mining) and gaining and losing status.
Behind this: on-chain memes are no longer “crypto-community self-indulgence,” but “culture derivatives of stocks.”
Robinhood Chain is strong because it has a dual foundation: both “stock users” and “on-chain capabilities.”
The meme tokens that can truly break out in the future must have “real narrative (backing from real stocks),” not fabricated animal coins made out of thin air.
Keep a close watch on the on-chain coin–stock mapping on Robinhood Chain + the meme pairing projects—this will be the source of alpha for the next 12–24 months.
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Crypto projects are very strange. Most projects get little to no attention, while a small number of top-tier projects receive explosive hype. The middle status is almost blank.
As you can imagine, in the Crypto space, launching a new chain is not a product battle—it’s a narrative battle + a capital battle + a founder IP battle.
Crypto projects are very strange. Most projects get little to no attention, while a small number of top-tier projects receive explosive hype. The middle status is almost blank.
As you can imagine, in the Crypto space, launching a new chain is not a product battle—it’s a narrative battle + a capital battle + a founder IP battle.
As you can imagine, in the Crypto space, launching a new chain is not a product battle—it’s a narrative battle + a capital battle + a founder IP battle.
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Glassnode’s “alt-season signal” officially turns bullish—our core view is that after BTC has risen, the breadth of the altcoin sector finally catches up.
This is a structural shift from August’s one-way BTC rally to the “full bloom” across the board by the end of September.
① If you previously missed the BTC move, alt season may be a chance to catch up—but the entry point is higher;
② The alpha in alt season isn’t in BTC itself, but in the “sector rotation order”—typically first L2/DeFi, then meme, and then RWA/AI as new narrative themes emerge;
③ The real late-stage alt-season signal is the combination of “BTC’s share falling rapidly + broad-based altcoin rallies,” indicating that capital has already spread into the lowest-liquidity names.
During this phase, the stock-picking logic should shift from fundamentals to on-chain metrics such as “trading volume + number of active/holding addresses.”
Glassnode’s “alt-season signal” officially turns bullish—our core view is that after BTC has risen, the breadth of the altcoin sector finally catches up.
This is a structural shift from August’s one-way BTC rally to the “full bloom” across the board by the end of September.
① If you previously missed the BTC move, alt season may be a chance to catch up—but the entry point is higher;
② The alpha in alt season isn’t in BTC itself, but in the “sector rotation order”—typically first L2/DeFi, then meme, and then RWA/AI as new narrative themes emerge;
③ The real late-stage alt-season signal is the combination of “BTC’s share falling rapidly + broad-based altcoin rallies,” indicating that capital has already spread into the lowest-liquidity names.
During this phase, the stock-picking logic should shift from fundamentals to on-chain metrics such as “trading volume + number of active/holding addresses.”
This is a structural shift from August’s one-way BTC rally to the “full bloom” across the board by the end of September.
① If you previously missed the BTC move, alt season may be a chance to catch up—but the entry point is higher;
② The alpha in alt season isn’t in BTC itself, but in the “sector rotation order”—typically first L2/DeFi, then meme, and then RWA/AI as new narrative themes emerge;
③ The real late-stage alt-season signal is the combination of “BTC’s share falling rapidly + broad-based altcoin rallies,” indicating that capital has already spread into the lowest-liquidity names.
During this phase, the stock-picking logic should shift from fundamentals to on-chain metrics such as “trading volume + number of active/holding addresses.”
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𝕏 integrates price charts, related discussions, and jump-to-trade into the same cashtag experience. This has a direct impact on the product form of crypto apps:
All wallets/aggregators that still use the 'social + charts + trading' three-stage architecture are being cut off.
It will bring incremental gains to Coinbase/Gemini/Kraken, but until smaller exchanges that have not yet been integrated into X come on board, it effectively means losing free exposure from the biggest traffic entry point.
For retail investors, the future cashtag experience will replace what they used to commonly do on Twitter:
'Find a KOL → copy the address → go to the exchange → switch to the wallet'
𝕏 integrates price charts, related discussions, and jump-to-trade into the same cashtag experience. This has a direct impact on the product form of crypto apps:
All wallets/aggregators that still use the 'social + charts + trading' three-stage architecture are being cut off.
It will bring incremental gains to Coinbase/Gemini/Kraken, but until smaller exchanges that have not yet been integrated into X come on board, it effectively means losing free exposure from the biggest traffic entry point.
For retail investors, the future cashtag experience will replace what they used to commonly do on Twitter:
'Find a KOL → copy the address → go to the exchange → switch to the wallet'
All wallets/aggregators that still use the 'social + charts + trading' three-stage architecture are being cut off.
It will bring incremental gains to Coinbase/Gemini/Kraken, but until smaller exchanges that have not yet been integrated into X come on board, it effectively means losing free exposure from the biggest traffic entry point.
For retail investors, the future cashtag experience will replace what they used to commonly do on Twitter:
'Find a KOL → copy the address → go to the exchange → switch to the wallet'
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Binance Wallet This pre-IPO ($pPOLY) is not a simple subscription; it sets the tone for a new funding paradigm—"crypto-currency pre-IPO."
Key points:
① It’s a tokenized exposure, not equity. That means what you buy is essentially a "call option on the token’s price volatility," not company ownership—don’t let the word "IPO" mislead you;
② By using an AMM on-chain to price shares, it’s closer to an "open market" than traditional CEX subscriptions, but with far less liquidity;
③ The subsequent unlocks and price-discovery mechanism are naturally formed by the AMM. There’s no market-maker protection, so retail users will end up caught in the middle.
In the future, early financing for every hot project may follow this template (perps/Cex AMM/tokenization). As compliance boundaries get blurrier, the best strategy for ordinary participants is "small amounts + multiple rounds" to spread risk.
Binance Wallet This pre-IPO ($pPOLY) is not a simple subscription; it sets the tone for a new funding paradigm—"crypto-currency pre-IPO."
Key points:
① It’s a tokenized exposure, not equity. That means what you buy is essentially a "call option on the token’s price volatility," not company ownership—don’t let the word "IPO" mislead you;
② By using an AMM on-chain to price shares, it’s closer to an "open market" than traditional CEX subscriptions, but with far less liquidity;
③ The subsequent unlocks and price-discovery mechanism are naturally formed by the AMM. There’s no market-maker protection, so retail users will end up caught in the middle.
In the future, early financing for every hot project may follow this template (perps/Cex AMM/tokenization). As compliance boundaries get blurrier, the best strategy for ordinary participants is "small amounts + multiple rounds" to spread risk.
Key points:
① It’s a tokenized exposure, not equity. That means what you buy is essentially a "call option on the token’s price volatility," not company ownership—don’t let the word "IPO" mislead you;
② By using an AMM on-chain to price shares, it’s closer to an "open market" than traditional CEX subscriptions, but with far less liquidity;
③ The subsequent unlocks and price-discovery mechanism are naturally formed by the AMM. There’s no market-maker protection, so retail users will end up caught in the middle.
In the future, early financing for every hot project may follow this template (perps/Cex AMM/tokenization). As compliance boundaries get blurrier, the best strategy for ordinary participants is "small amounts + multiple rounds" to spread risk.
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The essence of KOLs is a “fear amplifier”:
Rising is the trap, falling is the crash, and no movement is the night before the collapse.
If you take this kind of noise seriously, you’ll never be able to hold a position.
Learning to distinguish signal from noise isn’t a crypto skill—it’s the only skill, and it applies to any market.
Only after you can ignore 80% of KOLs’ buy/sell calls do you start to act like a trader.
The essence of KOLs is a “fear amplifier”:
Rising is the trap, falling is the crash, and no movement is the night before the collapse.
If you take this kind of noise seriously, you’ll never be able to hold a position.
Learning to distinguish signal from noise isn’t a crypto skill—it’s the only skill, and it applies to any market.
Only after you can ignore 80% of KOLs’ buy/sell calls do you start to act like a trader.
Rising is the trap, falling is the crash, and no movement is the night before the collapse.
If you take this kind of noise seriously, you’ll never be able to hold a position.
Learning to distinguish signal from noise isn’t a crypto skill—it’s the only skill, and it applies to any market.
Only after you can ignore 80% of KOLs’ buy/sell calls do you start to act like a trader.
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Aave V4’s mainnet launch is not just a version update—it marks a turning point for the DeFi lending sector as it shifts from a “single-chain protocol” to a “lending market structure layer.”
The core architectural change in V4 is a “modular market”:
For each lending pool, the interest rate model, collateralization ratio, and liquidation mechanism can be independently customized.
This means two things:
① RWA (government bonds/on-chain stocks) can integrate with Aave’s liquidation infrastructure and benefit from protocol-level depth liquidity;
② New public chains/new L2s that want to build lending markets don’t need to copy Compound/Aave from scratch—they can simply fork V4’s market structure.
For Aave, the real moat isn’t code; it’s the network effect of “all DeFi lending will align with Aave’s market structure.”
Aave V4’s mainnet launch is not just a version update—it marks a turning point for the DeFi lending sector as it shifts from a “single-chain protocol” to a “lending market structure layer.”
The core architectural change in V4 is a “modular market”:
For each lending pool, the interest rate model, collateralization ratio, and liquidation mechanism can be independently customized.
This means two things:
① RWA (government bonds/on-chain stocks) can integrate with Aave’s liquidation infrastructure and benefit from protocol-level depth liquidity;
② New public chains/new L2s that want to build lending markets don’t need to copy Compound/Aave from scratch—they can simply fork V4’s market structure.
For Aave, the real moat isn’t code; it’s the network effect of “all DeFi lending will align with Aave’s market structure.”
The core architectural change in V4 is a “modular market”:
For each lending pool, the interest rate model, collateralization ratio, and liquidation mechanism can be independently customized.
This means two things:
① RWA (government bonds/on-chain stocks) can integrate with Aave’s liquidation infrastructure and benefit from protocol-level depth liquidity;
② New public chains/new L2s that want to build lending markets don’t need to copy Compound/Aave from scratch—they can simply fork V4’s market structure.
For Aave, the real moat isn’t code; it’s the network effect of “all DeFi lending will align with Aave’s market structure.”
13
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Fiat-currency system long-term purchasing power declines → middle-class anxiety → a structural increase in young people’s demand for “long-term value storage tools.”
This is the sociological basis for BTC being bullish in the long run—more fundamental than technical analysis/halving cycles.
Fiat-currency system long-term purchasing power declines → middle-class anxiety → a structural increase in young people’s demand for “long-term value storage tools.”
This is the sociological basis for BTC being bullish in the long run—more fundamental than technical analysis/halving cycles.
This is the sociological basis for BTC being bullish in the long run—more fundamental than technical analysis/halving cycles.
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The significance of embedding stock/crypto trading on 𝕏 for the crypto industry has been seriously underestimated.
For the past 5 years, the battle over where crypto traffic enters has been stuck in the same three circles: “exchange apps / wallets / DEX aggregators,” and no one has truly broken through.
Now 𝕏 directly turns the timeline into a trading scenario—effectively bridging the final mile between “social media interaction” and “placing orders.”
Direct beneficiaries:
① Gemini/Kraken/Coinbase in the access list (incremental users and retention);
② Interactive Brokers (a retail crypto on-ramp);
③ Social trading protocols in the primary market (a Robinhood-style onchain version).
The losers: all traditional crypto projects that are still burning money on “brand narrative → drive downloads.” With one integration, 𝕏 has siphoned off that traffic.
The significance of embedding stock/crypto trading on 𝕏 for the crypto industry has been seriously underestimated.
For the past 5 years, the battle over where crypto traffic enters has been stuck in the same three circles: “exchange apps / wallets / DEX aggregators,” and no one has truly broken through.
Now 𝕏 directly turns the timeline into a trading scenario—effectively bridging the final mile between “social media interaction” and “placing orders.”
Direct beneficiaries:
① Gemini/Kraken/Coinbase in the access list (incremental users and retention);
② Interactive Brokers (a retail crypto on-ramp);
③ Social trading protocols in the primary market (a Robinhood-style onchain version).
The losers: all traditional crypto projects that are still burning money on “brand narrative → drive downloads.” With one integration, 𝕏 has siphoned off that traffic.
For the past 5 years, the battle over where crypto traffic enters has been stuck in the same three circles: “exchange apps / wallets / DEX aggregators,” and no one has truly broken through.
Now 𝕏 directly turns the timeline into a trading scenario—effectively bridging the final mile between “social media interaction” and “placing orders.”
Direct beneficiaries:
① Gemini/Kraken/Coinbase in the access list (incremental users and retention);
② Interactive Brokers (a retail crypto on-ramp);
③ Social trading protocols in the primary market (a Robinhood-style onchain version).
The losers: all traditional crypto projects that are still burning money on “brand narrative → drive downloads.” With one integration, 𝕏 has siphoned off that traffic.
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AI brings startup costs down to nearly zero (write code, generate designs, run customer service). L2 brings payment/distribution costs down to nearly zero (on-chain collections, instant settlement). Now, the real cash threshold to start an internet company could be just a few thousand dollars plus a laptop.
This means two things:
① Company structures will become more fragmented, and one-person/three-person companies will grow explosively;
② Valuation models need to be rewritten—traditional SaaS LTV/CAC no longer applies, because CAC itself is effectively zero.
Every content operator is also a great entrepreneur. With AI, you have an employee!
AI brings startup costs down to nearly zero (write code, generate designs, run customer service). L2 brings payment/distribution costs down to nearly zero (on-chain collections, instant settlement). Now, the real cash threshold to start an internet company could be just a few thousand dollars plus a laptop.
This means two things:
① Company structures will become more fragmented, and one-person/three-person companies will grow explosively;
② Valuation models need to be rewritten—traditional SaaS LTV/CAC no longer applies, because CAC itself is effectively zero.
Every content operator is also a great entrepreneur. With AI, you have an employee!
This means two things:
① Company structures will become more fragmented, and one-person/three-person companies will grow explosively;
② Valuation models need to be rewritten—traditional SaaS LTV/CAC no longer applies, because CAC itself is effectively zero.
Every content operator is also a great entrepreneur. With AI, you have an employee!
63
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This week in DC, crypto learned a lesson as Congress and regulators teamed up, but the real blockbuster was Visa’s move: shutting the loophole that lets meme-coin users use credit card points.
The transmission path is straightforward—credit card issuers → acquirers → updates to Visa’s rules → tighter exchange top-up channels.
In plain terms, traditional payment giants are no longer willing to underwrite meme coins’ high volatility and high chargeback rates.
What might come next:
Deposit channels for stablecoins/regulated coins will become smoother, and meme coins will be further marginalized.
But this trend is good for legit financialization and bad for casino-style speculation.
This week in DC, crypto learned a lesson as Congress and regulators teamed up, but the real blockbuster was Visa’s move: shutting the loophole that lets meme-coin users use credit card points.
The transmission path is straightforward—credit card issuers → acquirers → updates to Visa’s rules → tighter exchange top-up channels.
In plain terms, traditional payment giants are no longer willing to underwrite meme coins’ high volatility and high chargeback rates.
What might come next:
Deposit channels for stablecoins/regulated coins will become smoother, and meme coins will be further marginalized.
But this trend is good for legit financialization and bad for casino-style speculation.
The transmission path is straightforward—credit card issuers → acquirers → updates to Visa’s rules → tighter exchange top-up channels.
In plain terms, traditional payment giants are no longer willing to underwrite meme coins’ high volatility and high chargeback rates.
What might come next:
Deposit channels for stablecoins/regulated coins will become smoother, and meme coins will be further marginalized.
But this trend is good for legit financialization and bad for casino-style speculation.
116
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When you admit that a bad person is also a top-tier trader, you’re using the market’s language—not thinking in terms of morality.
In the crypto world, who do you think is the bad guy?🤣
When you admit that a bad person is also a top-tier trader, you’re using the market’s language—not thinking in terms of morality.
In the crypto world, who do you think is the bad guy?🤣
In the crypto world, who do you think is the bad guy?🤣
19
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