yyy
511 Posts
yyy
收手吧，阿祖。
Shitposts. Head of E-beggers. Chief Fud Officer.
X 账号：@y_cryptoanalyst
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See translation
Neutrl 的负面舆论已经发酵了十几个小时了，它的稳定币NUSD 完全没有脱锚的迹象，这到底是怎么回事？
NUSD 的唯一流动性池部署在Curve 上，昨晚紧急抽走了 $35M 流动性后，目前NUSD-USDC LP 池内还有 $3.5M 的流动性。
但狗dev 给这个池子留了后门，撤走大量流动性后将这个LP 池的地址加入了黑名单(denylist)，直接导致转入、转出、swap 功能全部失效。
没人可以买卖，那自然不会depeg.
这畜生项目方是真畜生。
#Rugpull
NUSD 的唯一流动性池部署在Curve 上，昨晚紧急抽走了 $35M 流动性后，目前NUSD-USDC LP 池内还有 $3.5M 的流动性。
但狗dev 给这个池子留了后门，撤走大量流动性后将这个LP 池的地址加入了黑名单(denylist)，直接导致转入、转出、swap 功能全部失效。
没人可以买卖，那自然不会depeg.
这畜生项目方是真畜生。
#Rugpull
yyy
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2026.8.13 07:12:
An anonymous address withdrew approximately $3.5M worth of NUSD-USDC LP from Curve;
14 minutes later,
2026.8.13 07:26:
@Neutrl posted that due to a reserve issue, all protocol functionality has been paused.
Now, even NUSD as small as 1 cent can’t be swapped out via Curve’s LP pool.
#stablecoin
An anonymous address withdrew approximately $3.5M worth of NUSD-USDC LP from Curve;
14 minutes later,
2026.8.13 07:26:
@Neutrl posted that due to a reserve issue, all protocol functionality has been paused.
Now, even NUSD as small as 1 cent can’t be swapped out via Curve’s LP pool.
#stablecoin
See translation
某著名A 开头的por 储备验证服务商，昨晚紧急下架了 @Neutrl 的超额储备公示。
A 团队没有任何人做了事前的风险预警和事后的风险复盘，一副甚至懒得去撇清责任的姿态。
据多方小道消息透露，某A 的por 储备公示dashboard，只要每月花几千U 就能上。
截止目前，这个dashboard 上公示的合作方有19家，全是100%+ 超额储备。
单单这一项业务，每月就能为某A 储备验证服务商带来数10万美元的收入。
#Neutrl
A 团队没有任何人做了事前的风险预警和事后的风险复盘，一副甚至懒得去撇清责任的姿态。
据多方小道消息透露，某A 的por 储备公示dashboard，只要每月花几千U 就能上。
截止目前，这个dashboard 上公示的合作方有19家，全是100%+ 超额储备。
单单这一项业务，每月就能为某A 储备验证服务商带来数10万美元的收入。
#Neutrl
yyy
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Yet another stablecoin project @Neutrl suspected of running away with funds.
Neutrl’s official X post says there’s an issue with the protocol reserves; all protocol functions, including minting and redemptions, have currently been paused.
Its third-party reserve verification provider, Accountable, has not yet provided an explanation, and the website has not taken down the public disclosure for Neutrl protocol reserves.
As of now, Defillama data shows that the market cap of the Neutral stablecoin, NUSD, is $53.3 million.
The X comments section has been closed, and Discord has simply deleted the chat channel. Another lesson learned from an Indian founder’s project.
#StablecoinNews #Rugpull
Neutrl’s official X post says there’s an issue with the protocol reserves; all protocol functions, including minting and redemptions, have currently been paused.
Its third-party reserve verification provider, Accountable, has not yet provided an explanation, and the website has not taken down the public disclosure for Neutrl protocol reserves.
As of now, Defillama data shows that the market cap of the Neutral stablecoin, NUSD, is $53.3 million.
The X comments section has been closed, and Discord has simply deleted the chat channel. Another lesson learned from an Indian founder’s project.
#StablecoinNews #Rugpull
2026.8.13 07:12:
An anonymous address withdrew approximately $3.5M worth of NUSD-USDC LP from Curve;
14 minutes later,
2026.8.13 07:26:
@Neutrl posted that due to a reserve issue, all protocol functionality has been paused.
Now, even NUSD as small as 1 cent can’t be swapped out via Curve’s LP pool.
#stablecoin
An anonymous address withdrew approximately $3.5M worth of NUSD-USDC LP from Curve;
14 minutes later,
2026.8.13 07:26:
@Neutrl posted that due to a reserve issue, all protocol functionality has been paused.
Now, even NUSD as small as 1 cent can’t be swapped out via Curve’s LP pool.
#stablecoin
yyy
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Yet another stablecoin project @Neutrl suspected of running away with funds.
Neutrl’s official X post says there’s an issue with the protocol reserves; all protocol functions, including minting and redemptions, have currently been paused.
Its third-party reserve verification provider, Accountable, has not yet provided an explanation, and the website has not taken down the public disclosure for Neutrl protocol reserves.
As of now, Defillama data shows that the market cap of the Neutral stablecoin, NUSD, is $53.3 million.
The X comments section has been closed, and Discord has simply deleted the chat channel. Another lesson learned from an Indian founder’s project.
#StablecoinNews #Rugpull
Neutrl’s official X post says there’s an issue with the protocol reserves; all protocol functions, including minting and redemptions, have currently been paused.
Its third-party reserve verification provider, Accountable, has not yet provided an explanation, and the website has not taken down the public disclosure for Neutrl protocol reserves.
As of now, Defillama data shows that the market cap of the Neutral stablecoin, NUSD, is $53.3 million.
The X comments section has been closed, and Discord has simply deleted the chat channel. Another lesson learned from an Indian founder’s project.
#StablecoinNews #Rugpull
Yet another stablecoin project @Neutrl suspected of running away with funds.
Neutrl’s official X post says there’s an issue with the protocol reserves; all protocol functions, including minting and redemptions, have currently been paused.
Its third-party reserve verification provider, Accountable, has not yet provided an explanation, and the website has not taken down the public disclosure for Neutrl protocol reserves.
As of now, Defillama data shows that the market cap of the Neutral stablecoin, NUSD, is $53.3 million.
The X comments section has been closed, and Discord has simply deleted the chat channel. Another lesson learned from an Indian founder’s project.
#StablecoinNews #Rugpull
Neutrl’s official X post says there’s an issue with the protocol reserves; all protocol functions, including minting and redemptions, have currently been paused.
Its third-party reserve verification provider, Accountable, has not yet provided an explanation, and the website has not taken down the public disclosure for Neutrl protocol reserves.
As of now, Defillama data shows that the market cap of the Neutral stablecoin, NUSD, is $53.3 million.
The X comments section has been closed, and Discord has simply deleted the chat channel. Another lesson learned from an Indian founder’s project.
#StablecoinNews #Rugpull
Base’s attitude toward creator air drops has shifted from hints to explicit statements. Some guesses about Base creator air drops:
1/ Imitating the Monad model. The commonality is that it places extreme emphasis on anti-bot (anti-sybil) measures and real contributions.
Copying the “Monad Cards + the nomination” setup as-is is unrealistic, but the weight of the air drop will very likely tilt toward influential X KOLs in another form.
2/ Outsourcing to Kaito, as Kaito Katalyst’s flagship collaboration project.
Previously, Base and Kaito were tightly linked (Base App launched on Kaito’s mini-app; Base as one of Kaito Studio’s first partner launches, etc.). And Kaito has relatively seasoned experience with social media influence air drops (yap-to-earn). Plus, as a Coinbase-incubated project, Base has a high regulatory sensitivity. If something goes wrong, the cost is higher. Outsourcing to a more experienced team is less likely to cause issues; even if something does go wrong, it’s also easier to shift blame.
No matter which approach is used, X is definitely a social platform that can’t be bypassed when it comes to tightly binding Base creator air drops.
I don’t know whether it’s already too late to start posting about Base now, but I think doing this could yield a much higher probability of receiving an air drop than simply doing on-chain interactions right now.
#Base
1/ Imitating the Monad model. The commonality is that it places extreme emphasis on anti-bot (anti-sybil) measures and real contributions.
Copying the “Monad Cards + the nomination” setup as-is is unrealistic, but the weight of the air drop will very likely tilt toward influential X KOLs in another form.
2/ Outsourcing to Kaito, as Kaito Katalyst’s flagship collaboration project.
Previously, Base and Kaito were tightly linked (Base App launched on Kaito’s mini-app; Base as one of Kaito Studio’s first partner launches, etc.). And Kaito has relatively seasoned experience with social media influence air drops (yap-to-earn). Plus, as a Coinbase-incubated project, Base has a high regulatory sensitivity. If something goes wrong, the cost is higher. Outsourcing to a more experienced team is less likely to cause issues; even if something does go wrong, it’s also easier to shift blame.
No matter which approach is used, X is definitely a social platform that can’t be bypassed when it comes to tightly binding Base creator air drops.
I don’t know whether it’s already too late to start posting about Base now, but I think doing this could yield a much higher probability of receiving an air drop than simply doing on-chain interactions right now.
#Base
yyy
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The launch of the Robinhood Chain will become an important variable in driving Base’s token issuance.
As early as 1 year ago, I mentioned: given @base’s ability to “print money,” the probability of token issuance in the short term is low—the day when printing becomes difficult is the day Base issues tokens.
This timing has been pulled forward because RH Chain has stirred things up. Since the RH Chain mainnet went live, Base’s “printing” ability has dropped significantly, and it has now fallen to a historic low.
In other words, as a machine for Coinbase to earn money by stockpiling BTC/“big bets,” Base can contribute fewer and fewer funds. Once the remaining value has been gradually extracted, issuing tokens becomes the top priority.
Fast: this year’s Q4; slow: next year’s Q1.
#Base #robinhoodchain
As early as 1 year ago, I mentioned: given @base’s ability to “print money,” the probability of token issuance in the short term is low—the day when printing becomes difficult is the day Base issues tokens.
This timing has been pulled forward because RH Chain has stirred things up. Since the RH Chain mainnet went live, Base’s “printing” ability has dropped significantly, and it has now fallen to a historic low.
In other words, as a machine for Coinbase to earn money by stockpiling BTC/“big bets,” Base can contribute fewer and fewer funds. Once the remaining value has been gradually extracted, issuing tokens becomes the top priority.
Fast: this year’s Q4; slow: next year’s Q1.
#Base #robinhoodchain
The launch of the Robinhood Chain will become an important variable in driving Base’s token issuance.
As early as 1 year ago, I mentioned: given @base’s ability to “print money,” the probability of token issuance in the short term is low—the day when printing becomes difficult is the day Base issues tokens.
This timing has been pulled forward because RH Chain has stirred things up. Since the RH Chain mainnet went live, Base’s “printing” ability has dropped significantly, and it has now fallen to a historic low.
In other words, as a machine for Coinbase to earn money by stockpiling BTC/“big bets,” Base can contribute fewer and fewer funds. Once the remaining value has been gradually extracted, issuing tokens becomes the top priority.
Fast: this year’s Q4; slow: next year’s Q1.
#Base #robinhoodchain
As early as 1 year ago, I mentioned: given @base’s ability to “print money,” the probability of token issuance in the short term is low—the day when printing becomes difficult is the day Base issues tokens.
This timing has been pulled forward because RH Chain has stirred things up. Since the RH Chain mainnet went live, Base’s “printing” ability has dropped significantly, and it has now fallen to a historic low.
In other words, as a machine for Coinbase to earn money by stockpiling BTC/“big bets,” Base can contribute fewer and fewer funds. Once the remaining value has been gradually extracted, issuing tokens becomes the top priority.
Fast: this year’s Q4; slow: next year’s Q1.
#Base #robinhoodchain
2026.6.3: Spent $80,000 to buy the world.xyz domain
Late June 2026: The riddle-entity begins viral suspense marketing
2026.7.1: Officially announced the launch of the prediction market
2026.7.8-9: Phishing-style marketing claiming it would move from Solana to the Robinhood Chain; the next day reveals it was just a joke
Early August 2026: Continue suspense-style marketing, sparking a surge of KOLs asking for attention
2026.8.11: The 7-day trading volume leaderboard for the prediction market ranks in the top 10
2026.9.9: token？？？
@world_xyz has contributed a textbook-level “freebie” marketing playbook to the crypto startup scene.
#predictmarket $SOL
Late June 2026: The riddle-entity begins viral suspense marketing
2026.7.1: Officially announced the launch of the prediction market
2026.7.8-9: Phishing-style marketing claiming it would move from Solana to the Robinhood Chain; the next day reveals it was just a joke
Early August 2026: Continue suspense-style marketing, sparking a surge of KOLs asking for attention
2026.8.11: The 7-day trading volume leaderboard for the prediction market ranks in the top 10
2026.9.9: token？？？
@world_xyz has contributed a textbook-level “freebie” marketing playbook to the crypto startup scene.
#predictmarket $SOL
Blockworks, as a Tier 1 research institution in crypto, has even made a basic common-sense mistake. It’s possible to “disenchant” the so-called research institutions.
It incorrectly categorized @0xPolygon as an Ethereum L2, leading to the conclusion that @RobinhoodApp Chain’s highest single-month cumulative REV in July accounted for 38% of all L2 revenue.
But strictly speaking, Polygon PoS is not an Ethereum L2—it’s a sidechain, with its own validator set and consensus mechanism.
After removing Polygon, RH Chain’s share of revenue is far higher than 38%—it’s as high as 53%.
With one person’s effort, it propped up half of the L2 revenue “empire.”
#Layer2 $POL
It incorrectly categorized @0xPolygon as an Ethereum L2, leading to the conclusion that @RobinhoodApp Chain’s highest single-month cumulative REV in July accounted for 38% of all L2 revenue.
But strictly speaking, Polygon PoS is not an Ethereum L2—it’s a sidechain, with its own validator set and consensus mechanism.
After removing Polygon, RH Chain’s share of revenue is far higher than 38%—it’s as high as 53%.
With one person’s effort, it propped up half of the L2 revenue “empire.”
#Layer2 $POL
Trivia:
Base is the Ethereum L2 with the longest mainnet launch timeline that still has not yet issued its native network token.
The current status is: beginning to explore a network token.
#Base
Base is the Ethereum L2 with the longest mainnet launch timeline that still has not yet issued its native network token.
The current status is: beginning to explore a network token.
#Base
Encrypted KOL power climbs from solid to pulling-down leaderboard:
Solid: Bull and bear alike never run paid groups + post rarely
Top tier: Bull and bear alike never run paid groups + post from time to time
Top of the top: Only open paid groups during bear markets
NPC: Bull and bear alike open paid groups
Once it’s pulled: Bull and bear alike never open paid groups + insist on daily updates
Solid: Bull and bear alike never run paid groups + post rarely
Top tier: Bull and bear alike never run paid groups + post from time to time
Top of the top: Only open paid groups during bear markets
NPC: Bull and bear alike open paid groups
Once it’s pulled: Bull and bear alike never open paid groups + insist on daily updates
The activation of Ethereum's proactive scaling roadmap, Glamsterdam, in the second half of the year is an important step toward becoming a world computer, and this is extremely difficult to achieve under the PoW mechanism.
#Ethereum $ETH
#Ethereum $ETH
yyy
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Until now, there are still plenty of smart people who believe that Ethereum switching to PoS was the biggest blunder. Take a look at his older brother—$ETC .
After the hard fork, ETC, which has continued to use the PoW mechanism, has seen its market cap among the top 20 fall from before and after Ethereum’s The Merge to just 64 today—a drop of over 80%.
$ETH , the perennial #2 for a thousand years, unwavering.
After the hard fork, ETC, which has continued to use the PoW mechanism, has seen its market cap among the top 20 fall from before and after Ethereum’s The Merge to just 64 today—a drop of over 80%.
$ETH , the perennial #2 for a thousand years, unwavering.
Base says it wants to leave the OP Stack superchain ecosystem on the lips, but the body is still very honest.
According to @Blockworks data, as of now @base is still paying its own sequencer revenue to Optimism.
But over the past month, the share of sequencer revenue Base has been distributing to Optimism has been getting smaller and smaller, and Base’s ability to generate profits is weakening.
Robinhood Chain’s explosive rise has grabbed a good chunk of what belongs to Base.
#BaseChain $OP
According to @Blockworks data, as of now @base is still paying its own sequencer revenue to Optimism.
But over the past month, the share of sequencer revenue Base has been distributing to Optimism has been getting smaller and smaller, and Base’s ability to generate profits is weakening.
Robinhood Chain’s explosive rise has grabbed a good chunk of what belongs to Base.
#BaseChain $OP
yyy
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BearishOptimism and Arbitrum are about the same.
OP buybacks only looked strong for 3 months; it appears the buybacks have likely stopped.
@Optimism’s buyback proposal for $OP passed in January this year. It started officially in February, using 50% of Superchain revenue each month for OTC buybacks of OP for a duration of 12 months.
According to the official published buyback wallet address and on-chain data, Optimism completed buybacks for a total of 3 months from February to April, accumulating about 9.45 million OP tokens.
After May 1, it has not bought back a single OP token.
It’s still unclear whether this is related to Base’s earlier announcement about leaving the OP Superchain.
#Layer2
OP buybacks only looked strong for 3 months; it appears the buybacks have likely stopped.
@Optimism’s buyback proposal for $OP passed in January this year. It started officially in February, using 50% of Superchain revenue each month for OTC buybacks of OP for a duration of 12 months.
According to the official published buyback wallet address and on-chain data, Optimism completed buybacks for a total of 3 months from February to April, accumulating about 9.45 million OP tokens.
After May 1, it has not bought back a single OP token.
It’s still unclear whether this is related to Base’s earlier announcement about leaving the OP Superchain.
#Layer2
Verified
Optimism and Arbitrum are about the same.
OP buybacks only looked strong for 3 months; it appears the buybacks have likely stopped.
@Optimism’s buyback proposal for $OP passed in January this year. It started officially in February, using 50% of Superchain revenue each month for OTC buybacks of OP for a duration of 12 months.
According to the official published buyback wallet address and on-chain data, Optimism completed buybacks for a total of 3 months from February to April, accumulating about 9.45 million OP tokens.
After May 1, it has not bought back a single OP token.
It’s still unclear whether this is related to Base’s earlier announcement about leaving the OP Superchain.
#Layer2
OP buybacks only looked strong for 3 months; it appears the buybacks have likely stopped.
@Optimism’s buyback proposal for $OP passed in January this year. It started officially in February, using 50% of Superchain revenue each month for OTC buybacks of OP for a duration of 12 months.
According to the official published buyback wallet address and on-chain data, Optimism completed buybacks for a total of 3 months from February to April, accumulating about 9.45 million OP tokens.
After May 1, it has not bought back a single OP token.
It’s still unclear whether this is related to Base’s earlier announcement about leaving the OP Superchain.
#Layer2
yyy
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BearishSome hot and cold facts about Robinhood Chain @RobinhoodApp:
Hot facts:
Since launch, it has generated a profit of 4.09 million;
Not-so-hot facts:
Arbitrum @arbitrum has taken more than $400,000 from it;
Cold facts:
0% of the portion taken by Arbitrum will be used for buybacks $ARB .
#robinhoodchain
Hot facts:
Since launch, it has generated a profit of 4.09 million;
Not-so-hot facts:
Arbitrum @arbitrum has taken more than $400,000 from it;
Cold facts:
0% of the portion taken by Arbitrum will be used for buybacks $ARB .
#robinhoodchain
Some hot and cold facts about Robinhood Chain @RobinhoodApp:
Hot facts:
Since launch, it has generated a profit of 4.09 million;
Not-so-hot facts:
Arbitrum @arbitrum has taken more than $400,000 from it;
Cold facts:
0% of the portion taken by Arbitrum will be used for buybacks $ARB .
#robinhoodchain
Hot facts:
Since launch, it has generated a profit of 4.09 million;
Not-so-hot facts:
Arbitrum @arbitrum has taken more than $400,000 from it;
Cold facts:
0% of the portion taken by Arbitrum will be used for buybacks $ARB .
#robinhoodchain
yyy
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Recently, many well-established crypto protocols have been fond of telling stories about revenue buybacks. Uniswap tells it best, Sui comes next, and Arbitrum has already finished its pitch.
1/ @Uniswap:
Uses protocol revenue to burn UNI (with the V4 fee switch activated and included after Robinhood Chain, the burn scale increases significantly);
2/ @SuiNetwork:
Uses protocol stablecoin revenue to buy back SUI, but as an ecosystem incentive it does not directly burn (scale isn’t large, but it’s a real buyback);
3/ @arbitrum:
Goes all out to promote that it has taken a fair amount of revenue-share income from Robinhood Chain, but never responds whether it would use it for ARB buybacks.
Conclusion:
$UNI > $SUI > $ARB
1/ @Uniswap:
Uses protocol revenue to burn UNI (with the V4 fee switch activated and included after Robinhood Chain, the burn scale increases significantly);
2/ @SuiNetwork:
Uses protocol stablecoin revenue to buy back SUI, but as an ecosystem incentive it does not directly burn (scale isn’t large, but it’s a real buyback);
3/ @arbitrum:
Goes all out to promote that it has taken a fair amount of revenue-share income from Robinhood Chain, but never responds whether it would use it for ARB buybacks.
Conclusion:
$UNI > $SUI > $ARB
If she can successfully pivot from AV to AI, then my fellow crypto warriors and I can also successfully pivot from crypto to AI.
Get fired up—don’t keep doubting yourself.
#AI
Get fired up—don’t keep doubting yourself.
#AI
AI large models Claude Fable has refuted the Jacobi conjecture that has troubled the mathematical community for 80 years.
Only when an innovation threatens people’s immediate vested interests do they start to take it seriously.
Only when an innovation threatens people’s immediate vested interests do they start to take it seriously.
To be honest, Ethereum is still far ahead in on-chain security.
With AI enhancement, hacker capabilities have been exponentially amplified. Ethereum’s level of maturity in formally verifying smart contracts far surpasses any other blockchain.
The strength of formal verification lies in: using mathematical proof to overturn the inherent asymmetry of security (attackers only need to find one viable path to win, while defenders must close off all possible paths), and to prove that no attack path exists.
Learn the techniques of others to counter them.
@vyperlang and @Sequent_Inc are leaders in this space.
#Ethereum $ETH
With AI enhancement, hacker capabilities have been exponentially amplified. Ethereum’s level of maturity in formally verifying smart contracts far surpasses any other blockchain.
The strength of formal verification lies in: using mathematical proof to overturn the inherent asymmetry of security (attackers only need to find one viable path to win, while defenders must close off all possible paths), and to prove that no attack path exists.
Learn the techniques of others to counter them.
@vyperlang and @Sequent_Inc are leaders in this space.
#Ethereum $ETH
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