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Rex的投研手记
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Rex的投研手记

从 0 开始的加密投研记录:热点怎么读、数据怎么看、逻辑怎么证伪。每天更新,不卖课不喊单,观点仅供参考
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Robinhood Chain took 38% of all on-chain transaction fees in a single day—are traditional brokerages “turning into chains”?What happened Robinhood’s recent surge isn’t a typical meme-market trend—it’s a signal: a leading traditional brokerage is doing “an exchange” and “a public chain” at the same time. For the crypto industry, what’s truly worth paying attention to isn’t how much the HOOD stock price has risen, but that it validates a path: traffic giants can build their own blockchain, capture their own fees, and create a closed loop. 1. On-chain data platform Messari statistics: On September 1, Robinhood Chain generated about $3.8 million in network revenue, ranking first among all blockchain networks, accounting for about 38% of total on-chain revenue that day (Gelonghui). Its DEX daily trading volume set a record since the platform went live that same day, once exceeding $1.5 billion.

Robinhood Chain took 38% of all on-chain transaction fees in a single day—are traditional brokerages “turning into chains”?

What happened
Robinhood’s recent surge isn’t a typical meme-market trend—it’s a signal: a leading traditional brokerage is doing “an exchange” and “a public chain” at the same time. For the crypto industry, what’s truly worth paying attention to isn’t how much the HOOD stock price has risen, but that it validates a path: traffic giants can build their own blockchain, capture their own fees, and create a closed loop.
1. On-chain data platform Messari statistics: On September 1, Robinhood Chain generated about $3.8 million in network revenue, ranking first among all blockchain networks, accounting for about 38% of total on-chain revenue that day (Gelonghui). Its DEX daily trading volume set a record since the platform went live that same day, once exceeding $1.5 billion.
Article
CZ says "hot money is flowing back from AI into crypto," but on-chain data hasn’t agreed yetOn September 3 Beijing time, Binance founder CZ posted on the X platform saying that some "hot money" is flowing back from the AI space into the crypto market; money/monetary economics won’t disappear—whether it’s humans or AI, the future will still need capital (as relayed by PANews/BlockBeats). But the market isn’t cooperating: BTC has been tugging at the US$77,000 level, repeatedly ranging around it; during the day it briefly dipped to about US$76,400 before moving back above US$77,000. ETH is consolidating below US$2,400 (data as of the evening of September 3 Beijing time). 【My three-point breakdown】 1. The essence of hot money is marginal capital looking for an exit. Over the past two years, AI has been the most crowded direction for risk capital. When valuations in the primary market get too high and the storytelling aesthetics in the secondary market start to fatigue, marginal capital naturally seeks the next place that has both "imagination space" and "liquidity." Crypto is the readily available sink for that demand right now.

CZ says "hot money is flowing back from AI into crypto," but on-chain data hasn’t agreed yet

On September 3 Beijing time, Binance founder CZ posted on the X platform saying that some "hot money" is flowing back from the AI space into the crypto market; money/monetary economics won’t disappear—whether it’s humans or AI, the future will still need capital (as relayed by PANews/BlockBeats).
But the market isn’t cooperating: BTC has been tugging at the US$77,000 level, repeatedly ranging around it; during the day it briefly dipped to about US$76,400 before moving back above US$77,000. ETH is consolidating below US$2,400 (data as of the evening of September 3 Beijing time).
【My three-point breakdown】
1. The essence of hot money is marginal capital looking for an exit. Over the past two years, AI has been the most crowded direction for risk capital. When valuations in the primary market get too high and the storytelling aesthetics in the secondary market start to fatigue, marginal capital naturally seeks the next place that has both "imagination space" and "liquidity." Crypto is the readily available sink for that demand right now.
In the current wave of Web3 development, Plume Network (@plumenetwork) is gradually becoming the focus of attention. As the first modular L2 solution focused on RWA (Real World Assets), Plume not only provides a more efficient and secure path for asset on-chain but also brings new liquidity to ecosystems such as DeFi and NFTs. Plume's advantages lie in its modular architecture and emphasis on compliance, enabling more traditional financial assets to seamlessly access the blockchain. This means that whether institutional investors or ordinary users, everyone can enjoy greater transparency and liquidity while lowering the barriers to trading and financing. In the future, as more RWA projects are deployed on Plume, the entire Web3 ecosystem will be further expanded and enriched. It can be said that Plume is paving new paths for the integration of on-chain finance and the real economy.😘 #Plume #$PLUME
In the current wave of Web3 development, Plume Network (@plumenetwork) is gradually becoming the focus of attention. As the first modular L2 solution focused on RWA (Real World Assets), Plume not only provides a more efficient and secure path for asset on-chain but also brings new liquidity to ecosystems such as DeFi and NFTs.
Plume's advantages lie in its modular architecture and emphasis on compliance, enabling more traditional financial assets to seamlessly access the blockchain. This means that whether institutional investors or ordinary users, everyone can enjoy greater transparency and liquidity while lowering the barriers to trading and financing.
In the future, as more RWA projects are deployed on Plume, the entire Web3 ecosystem will be further expanded and enriched. It can be said that Plume is paving new paths for the integration of on-chain finance and the real economy.😘

#Plume #$PLUME
What operations are needed to add liquidity after the presale ends? Blogger
What operations are needed to add liquidity after the presale ends? Blogger
加密大发
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The pre-sale enthusiasm for Four's CDL is quite high. So far, the raised funds include USD 180 million and over 14 million in FORM. The number of participating wallet addresses exceeds 73,000 and is still increasing. Please note that the pre-sale will end at 4 PM. The tokens will go live within 72 hours. Based on the current participation, the market capitalization at launch should not be too high. Those interested can follow up at #加密市场回调
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撸毛破局者
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Is there still anyone who can't complete this episode's #Bitlayer task? Super easy, finish in three minutes to get 20U for free, here comes the tutorial that crushes it, besides this episode's Bitlayer task, there's also a special task that awards the top 100 entries with a direct reward of 200U, it ends tomorrow, so hurry up and get started!

Bitlayer is the first Bitcoin security-equivalent Layer2 solution based on BitVM, compatible with EVM, supports the native Bitcoin ecosystem, and aims to expand Bitcoin applications with low cost and high performance, promoting the development of its ecosystem @BitlayerLabs
Mortgage 10u to borrow 9u from me, what the hell is this?
Mortgage 10u to borrow 9u from me, what the hell is this?
啊璃赛天仙
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How to Borrow and Repay BNB, Detailed Tutorial Available (with Images):

Regarding the requirement to hold BNB for new projects, how can one avoid the risk of price fluctuations?

If you hold BNB for new projects, you can operate directly. If you do not hold the spot, you can choose to hedge through contracts or use lending to avoid price risk. I won't introduce contracts here; everyone understands them. If you don't understand, leave a message. This article mainly teaches you how to lend BNB.

There is a rule for lending: you can only borrow 80% of the staked assets, so prepare sufficient funds. And regarding interest, this can actually be neglected; it’s really very low.

How to lend BNB on Binance:

Step 1: Open the web3 wallet — click on Discover below — then click on the DApp at the top, scroll down, find Venus in the BNB Chain ecosystem section, and click to enter (decentralized lending market). Click on Connect wallet in the upper right corner to connect your wallet, select Binance Wallet to connect.

Step 2: After connecting the wallet, scroll down to find USDT (I am using USDT as collateral here; if you want to pledge USDC·FDUSD, choose accordingly).
Enter the amount of collateral you want to supply here and make sure to check this box, then input the USDT you are pledging (I used 35 USD as an example). Then click on Supply below to confirm the collateral.

Step 3: Click on the back button in the upper left corner to return to the Venus homepage, scroll down, find the BNB option and click to enter.
Click on Borrow (which means to borrow), input the amount of BNB to borrow, then click on Borrow in the blue box at the bottom. A contract call will pop up; just confirm, and you’re done. In this tutorial, I only pledged 35 USDT, and you can input the amount you wish to borrow.

How to repay the borrowed BNB:

Return to the borrowing interface, click on Repay to return the coins. Click MAX for the repayment amount since there is a bit of interest generated from borrowing. Then click on Repay in the blue box at the bottom; confirm the contract call that pops up, and you’re done.

The redemption process is the same: first, go to the position where you pledged USDT, click Withdraw to extract, amount directly MAX, then click on Withdraw in the blue box below to proceed with the extraction. The contract call will pop up; just confirm, and the extraction is complete.

Follow for any information you want to learn about; Ah Li has it all!!!

#币安Alpha上新
I don't have the U5dt token in my wallet, why does it show that 1000 U5dt has been transferred out, and I have never transferred it myself?
I don't have the U5dt token in my wallet, why does it show that 1000 U5dt has been transferred out, and I have never transferred it myself?
How many points are needed to participate in the event?
How many points are needed to participate in the event?
爱撸爱bin
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Yesterday 64, today specifically worked to 75, you do the math.
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