Binance Square
yyy
451 Posts

yyy

收手吧,阿祖。 Shitposts. Head of E-beggers. Chief Fud Officer. X 账号:@y_cryptoanalyst
8 Following
633 Followers
23.5K+ Liked
Posts
PINNED
·
--
Article
The false prosperity of zkSync ecosystem under L2’s market value of 10 billionThe overall TVL of the Layer 2 track has recently touched the tens of billions of dollars mark, and the ecology of the second-layer chain is showing a "thriving" scene. zkSync still ranks third in the L2 track, behind Arbitrum and Optimism, with an on-chain TVL of nearly $500 million. Why do you say that the prosperity of the zkSync ecosystem is false prosperity? Before answering this question, let’s take a look at the recent TVL trends of Arbitrum and OP, the two big brothers on the second floor. According to L2Beat data, Arbitrum TVL fluctuates within a narrow range around US$6 billion; OP has seen many positives recently, TVL has also hit new highs, and ATH has exceeded US$2.5 billion; both TVLs account for nearly 85% of the L2 track, occupying an absolute share Dominance.

The false prosperity of zkSync ecosystem under L2’s market value of 10 billion

The overall TVL of the Layer 2 track has recently touched the tens of billions of dollars mark, and the ecology of the second-layer chain is showing a "thriving" scene. zkSync still ranks third in the L2 track, behind Arbitrum and Optimism, with an on-chain TVL of nearly $500 million. Why do you say that the prosperity of the zkSync ecosystem is false prosperity?
Before answering this question, let’s take a look at the recent TVL trends of Arbitrum and OP, the two big brothers on the second floor. According to L2Beat data, Arbitrum TVL fluctuates within a narrow range around US$6 billion; OP has seen many positives recently, TVL has also hit new highs, and ATH has exceeded US$2.5 billion; both TVLs account for nearly 85% of the L2 track, occupying an absolute share Dominance.
·
--
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, @0xPolygon ’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
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
·
--
Disputed
See translation
Base 昨天又被Robinhood Chain 拉爆了。 Robinhood Chain 昨天的链净收入(排序器净收入)已经达到Base 的5倍了,恐怖如斯。 #Robinhood #Base
Base 昨天又被Robinhood Chain 拉爆了。

Robinhood Chain 昨天的链净收入(排序器净收入)已经达到Base 的5倍了,恐怖如斯。

#Robinhood #Base
·
--
Verified
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
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
I can smell the familiar InfoFi formula. $KAITO
·
--
See translation
99.9% 监守自盗。 实在想不明白这么野鸡的perp DEX,为什么还能入金 $24M。 项目方是真的急,6月刚上主网,7月就rug 了。 @AFX_XYZ
99.9% 监守自盗。

实在想不明白这么野鸡的perp DEX,为什么还能入金 $24M。

项目方是真的急,6月刚上主网,7月就rug 了。

@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.
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.
·
--
Bullish
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
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
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
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
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
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
·
--
First Odyssey, give you LXP; Second Odyssey, give you LXP-L; Third Odyssey, give you locked asset $LINEA ; Genius, truly a genius in operations. #linea
First Odyssey, give you LXP;

Second Odyssey, give you LXP-L;

Third Odyssey, give you locked asset $LINEA ;

Genius, truly a genius in operations.

#linea
·
--
WLFI's token issuance is equivalent to testing the market for other top-tier projects' TGE, assessing the depth, liquidity, and absorption capacity of current market funds, as well as the most important factor—the enthusiasm level of market sentiment. Projects planning to conduct TGE soon may need to slow down. There are quite a few projects lined up for TGE recently: @LineaBuild, @boundless_xyz, @union_build, @hemi_xyz, @monad … I really fear the market won't be able to handle it. #WLFI #Linea
WLFI's token issuance is equivalent to testing the market for other top-tier projects' TGE, assessing the depth, liquidity, and absorption capacity of current market funds, as well as the most important factor—the enthusiasm level of market sentiment.

Projects planning to conduct TGE soon may need to slow down. There are quite a few projects lined up for TGE recently: @LineaBuild, @boundless_xyz, @union_build, @hemi_xyz, @monad …

I really fear the market won't be able to handle it.

#WLFI #Linea
·
--
Familiar recipe, familiar taste. Next, we can expect First Lady Melania Trump, President's daughter Ivanka, the President's granddaughter, and the President's dog to launch a stablecoin project. I am familiar with this script. #TRUMP
Familiar recipe, familiar taste.

Next, we can expect First Lady Melania Trump, President's daughter Ivanka, the President's granddaughter, and the President's dog to launch a stablecoin project.

I am familiar with this script.

#TRUMP
·
--
Bearish
After reading your WLFI tweet, I consider the debts I owed in my past life to be paid off. Thank you. #WLFI
After reading your WLFI tweet, I consider the debts I owed in my past life to be paid off. Thank you.

#WLFI
·
--
Current Degen Mindset: FDV 3.6 billion dollars for Linea is hesitant, while FDV 31.6 billion dollars for WLFI strikes hard. #WLFI
Current Degen Mindset:

FDV 3.6 billion dollars for Linea is hesitant, while FDV 31.6 billion dollars for WLFI strikes hard.

#WLFI
·
--
Why do almost all crypto projects' economic flywheels ultimately fail? Because all economic flywheels are based on a specific assumption that is almost impossible to achieve. For example, the token price needs to be stabilized, or there should always be arbitrage opportunities within the flywheel system... Even strong projects like Luna, influential ones like Berachain, and high-Ponzi ones like Initia cannot escape the curse of failure. #LUNA
Why do almost all crypto projects' economic flywheels ultimately fail?

Because all economic flywheels are based on a specific assumption that is almost impossible to achieve.

For example, the token price needs to be stabilized, or there should always be arbitrage opportunities within the flywheel system...

Even strong projects like Luna, influential ones like Berachain, and high-Ponzi ones like Initia cannot escape the curse of failure.

#LUNA
·
--
Matic @0xPolygon's native token $POL has started to pump, and many technical analysis KOLs are supporting it. It doesn't seem like a pump and dump, could they all be in it for the love? I would rather believe it's due to being stuck for too long, causing a reactive pump. #Polygon
Matic @0xPolygon's native token $POL has started to pump, and many technical analysis KOLs are supporting it.

It doesn't seem like a pump and dump, could they all be in it for the love?

I would rather believe it's due to being stuck for too long, causing a reactive pump.

#Polygon
·
--
The U.S. Department of Commerce has put GDP data on the blockchain, symbolizing greater significance than actual meaning. The established public chains have once again raised their heads, as the GDP data is published on Bitcoin and Ethereum, along with five L1 chains: @solana, @trondao, @StellarOrg, @avax, and @0xPolygon; as well as two leading L2 chains: @arbitrum and @Optimism. In this round, the high-performance public chains born from this cycle have been completely defeated, and the zk Rollup system has been entirely wiped out. #US #GDP
The U.S. Department of Commerce has put GDP data on the blockchain, symbolizing greater significance than actual meaning.

The established public chains have once again raised their heads, as the GDP data is published on Bitcoin and Ethereum, along with five L1 chains: @solana, @trondao, @StellarOrg, @avax, and @0xPolygon; as well as two leading L2 chains: @arbitrum and @Optimism.

In this round, the high-performance public chains born from this cycle have been completely defeated, and the zk Rollup system has been entirely wiped out.

#US #GDP
Log in to explore more content
Join global crypto users on Binance Square
⚡️ Get latest and useful information about crypto.
💬 Trusted by the world’s largest crypto exchange.
👍 Discover real insights from verified creators.
Email / Phone number
Sitemap
Cookie Preferences
Platform T&Cs