yyy

又一条链宣布关停了。

@Formachain - 当年名噪一时的NFT 猛犸象 @MammothOverlord 的母链。

如果当年借着模块化概念的大热和猛犸象NFT 的fomo 情绪顺势发币，可能就是另一个故事了。

哀其不幸，怒其不争。

#NFT​

A classic case of how a single protocol can save an NFT chain.

In the past 24 hours, Ethereum’s on-chain NFT total trading volume surged by 130%, with daily NFT trading volume nearing $9 million.

Behind it is @token_works. The team launched fwa.fun 5 days ago, and with sheer effort, single-handedly revitalized the blue-chip NFTs on the E chain.

The rapid爆火 of the fwa(dot)fun gameplay also helped TokenWorks flip Polymarket with 24-hour protocol revenues, achieving $513,000 in platform income in a single day.

#NFT​ $ETH

Re-examine which Dex Screener business is the most profitable:
Boost revenue is definitely out of the question.

In plain terms, the Boost service is buying exposure. Dex Screener gives a meme coin an initial base score; the more expensive the boost pack you buy, the larger the boost multiplier applied to that base score. In theory, the platform will deliver more exposure.

Currently, there are 5 tiers of boost packs: $99 / $249 / $399 / $899 / $3999. The first 3 tiers last 12 hours, and the last 2 tiers last 24 hours; once expired, they become invalid.

I randomly grabbed some on-chain paid data: Address 1/2 went straight for the $3999 top-tier. Address 3, over the course of a week, bought 7 boost services, totaling $3500.

“Compared with the money from riding along and netting from this meme coin, these money-spent on pushing traffic is small change.” — Dogdev said so.

#MEME

By the end of this cycle, @SuiNetwork has fully established itself as the leading Move-based public chain, far ahead of Aptos by many strides.

Since Talus mainnet v1.0 launched, it has been in place for three months as well, firmly occupying the core ecosystem position in the AI agent infra niche on the Sui chain.

As one of Sui’s ace cards in the AI Agents narrative, the launch of Talus v1.0 mainnet brought 80+ tools and thousands of on-chain transactions for agent execution to the Sui ecosystem. The accelerator program that Talus co-created with Sui has also injected fresh talent into Sui’s AI Agents vertical track.

Talus v2.0 has already been deployed to the Sui testnet. Its core focus is upgrading the AI Agents protocol from “usable” to “trusted, verifiable,” production-grade infra. Once the testnet has proven stable, it should be rolled out to the Sui mainnet soon.

#sui $US

A simple, no-frills business showdown from a web3 wallet giant:

Phantom:
We will end our support for the Monad network

MetaMask:
We’ll team up with Monad to provide gas-free fee services

Monad:
So you’re treating me like a clown?

#Monad #MetaMask

Here's a metaphysical hot take about Ethereum L2s:

Everything V God publicly endorses with @vitalikbuterin tends not to be that great, from Taiko to Scroll to MegaETH, without exception.

Taiko: V personally proposed the first block;
Scroll: He even wrote a blog post praising it as the L2 most faithful to the Ethereum spirit;
MegaETH: V is a famously well-known angel investor.

#ETH #MegaETH

Too overpowered. Dex Screener’s 24-hour revenue is in the top 3 of the revenue rankings, and it even flipped pump and Hyperliquid.

I started to think it was a Defillama statistics error, but @dexscreener’s three receiving addresses are publicly verifiable. I cross-checked using Arkhma data, and the 24-hour protocol revenue really is nearly $1.7 million.

On Solana, meme project teams are leveraging Dex Screener to go all-out in an arms race—these devs are extremely willing to pay to capture attention.

Dex Screener’s marginal cost is almost zero, and they’re raking in huge profits.

#MEME #pumpfun #hyperliquid

Let me tell you a creepy story:
The Robinhood Chain sorter’s net revenue has “ath’d,” with a single-day profit of $360,000.

What does that mean?
In the same period, Polymarket’s data is $500,000; RH Chain’s profitability is already on the same tier as Polymarket.

#Robinhood #Polymarket

It turns out that the Polymarket “decentralized-led chain expansion” rumor that had been making the rounds is going nowhere after all.

On the one hand, three months ago, @Polymarket ’s Engineering Department head made a high-profile declaration on X that converting Polymarket’s chain would be the top priority. On the other hand, @Polygon ’s founder, Sandeep, has repeatedly hinted that Polymarket will not leave Polygon.

As of today, the progress on Polymarket’s standalone chain is still completely opaque—an utter black box.

#Polymarket

Base Yesterday Robinhood Chain was blown up again.

Yesterday’s chain net revenue (sorter net revenue) of Robinhood Chain has reached 5 times that of Base. Absolutely terrifying.

#Robinhood #Base

That year, the notoriously infamous China-hating project ODOS @odosprotocol announced a permanent shutdown, and the comments section was full of regret and respect.

Crypto really has no memory at all.

ODOS was the first crypto project to directly mock Chinese users using images of enslaved Africans. After a TGE, it lasted less than 2 years before announcing it was stepping away from the stage of history. $ODOS

I can smell the familiar InfoFi formula. $KAITO

99.9% 监守自盗。

I really can’t understand how such a sham “perp DEX” could still get funded with $24M.

The team was really in a hurry—launched on the mainnet in June and rug pulled in July.

@AFX_XYZ

Arthur Hayes:
No one understands how to run the game better than me. $HYPE

Multicoin:
Really? Compare with me, and you’re just a kid.

After negative public opinion fully fermented into the price, Multicoin Capital’s co-founder @tushar_jain posted on X saying that the earlier unstake of 1,960,000 coins $HYPE was not a sale—just wallet housekeeping.

Well played behind the scenes.

Fun facts:
Robinhood Chain’s net revenue from the sequencer yesterday was greater than the net revenue from all other Ethereum L2 chains’ sequencers combined.

Crazy printing of nearly $200,000 in a single day.

#Robinhood #Base

The value of yyy is still rising.

Portal raised $92 million in funding, now valued at $60 million.

Soul-searching question:
Can BTCFi have good things?

#Portal

Each public chain has its optimal participation path:

Arbitrum is an interactive kaleidoscope;

XAI is running nodes;

Eclipse is selling NFTs at high points;

Camp is mouth-lending;

Linea is PoS saving;

Humanity is not lending.

Once you sit at the gambling table, you can only accept the bet and the loss.

#Linea

Previously came into contact with the founder of a certain DeFi project

He said that he has an obsession with the project as a project party

A kind of determination that leaves no room for retreat, a different sentiment of not returning until the goal is achieved

So he cherishes the chips in his hands very much, preferring to let the tokens rot in his hands

Today, on a whim, I went to check the price of this project's token

Watching the token drop by over 95% in just a few months and seeing that the founder X's introduction has unknowingly removed the title of founder of XXX

I understand that he has already moved on, bringing his talent and obsession for project-making to new projects

I also understand that this is life

The market capitalization of RWA tracks continues to break new highs, but the dilemma of polarization is becoming increasingly serious.

Among the top ten public chains for on-chain RWA assets, none are high-performance public chains that were born during this bull market cycle.

Ethereum occupies half of the RWA track with a 53% market share, followed by @zksync and @0xPolygon with $2.39 billion and $1.12 billion, ranking second and third respectively.

In addition to EVM chains, @solana and the Move-based public chain @Aptos also made it to the top ten list.

It seems that the mission of promoting RWA in emerging public chains is still a long way to go.

#RWA