加密正义联盟

Lao Wu's Token Comments: $CATI

CATI is a cat-raising game in Telegram. You can now view the airdrops you have received in the game.

[Token Economy]

Total: 1 billion

34%: Airdrops (15% will be issued online, 19% will be used for subsequent rewards)

9%: Binance mining

5%: Add liquidity

15%: Treasury (10% will be released online)

20%: Team (released in 48 months)

10%: Investors (released in 48 months)

7%: Consultants (released in 48 months)

Initial total circulation 34%, 340 million, Binance will open trading around September 21

[Lao Wu's Comments]

CATI is the third Ton game launched on Binance, benchmarking Not and DOGS.

The market value is between $500 million and $0.500 million, corresponding to a price of $0.5-0.8.

Lao Wu has previously shown everyone how to play CATI airdrops. Those who have played generally get more than 20, $20+
Congratulations to those who followed and got some meat!

For those who have airdrops, remember to bind a wallet and don’t forget to claim them.
Some time ago, Lao Wu reminded everyone to buy some BNB, which currently has a profit of about 10%.
Those who hold BNB can participate in Binance’s 4-day CATI mining.

Today, many friends have many opinions on the rise of BTC, including $MSTR buying BTC, the 50 basis point interest rate cut and the SEC's explanation of Token securitization. Except for the 50 basis point interest rate cut, they are indeed helpful to market sentiment, but in fact, the rise is most likely driven by the SEC's explanation of Token securitization. This is a big step forward compared to the previous fact that all tokens were securities. It is just that some tokens are sold using securities means, so as long as they are not named by the SEC, they can be regarded as non-securities.

Judging the current investor trend through stablecoin data, is it buying or selling?

First of all, the conclusion is that a large number of USDT transfers into exchanges have exceeded the peak of the 21-year bull market, but most of these USDT are still accumulating in exchanges, waiting for better opportunities.

USDC has also exceeded the transfer volume of the 21-year bull market peak, and these USDCs have not formed a large accumulation, but converted into purchasing power.

Therefore, it can be inferred that the main users in Asia and Europe have begun to lay out, but it is not time to end, but the daily transfer funds are increasing, and the accumulated funds are also increasing, so it should not be far from the outbreak period, and American investors have indeed been buying, and the purchase volume is not small.

Wouldn’t it be cool to have an iPhone 16 when trading cryptocurrencies and use the new function to adjust the leverage size? 😎!

Cat20 protocol Cat is currently 67% advanced, and it is expected to last for 6 hours. The number of holders is 26,000. It seems to be very popular at present. At the current cost of about 2 dollars, the comprehensive market value is 8 million. It is still different from playing brc20. Most of the chips are concentrated in the hands of the LuMao studio, which are generally speculative players. The risk of the pattern is a bit large. What's more, there are still 2 cat20 protocols that have not come out yet. Don't FOMO for those who haven't played yet. Just familiarize yourself with the operation process and prepare for the next opportunity.

Thunder Community Token Review: ETH

Recently, V God has been calling for ETH to rise while selling ETH to pick up girls.

Although the Ethereum Foundation's sale of ETH has become the reason why ETH cannot rise, we can see from the Ethereum Foundation's expenditure report in the first half of the year.
More than 50% of the money has been invested in the two targets of Ethereum education and Ethereum underlying construction.

One of the ideas of Ethereum is that as the mother of all chains, Ethereum can only make its soil more fertile so that the fruits on the tree can be better.

V God is just joking about picking up girls. In fact, Ethereum did not use the money to buy yacht models, but firmly established its original intention to build Ethereum.

The Ethereum Foundation also knows where its problems are. They are also trying to find answers. Later, they also launched a Next Billion plan for the application layer.

In this round of bull market, ETH's performance is not as impressive as BT C. Those who hold a large position in ETH can switch part of their positions to BT C. It will take some time for ETH to break through.

Each sector has its leading coins and some emerging coins
1. Public chain sector
Leading coins: BTC (Bitcoin), ETH (Ethereum)
New coins/potential coins: SOL (Solana), BNB (Binance Coin), AVAX (Avalon), DOT (Polkadot), etc.
2. DeFi (decentralized finance) sector
Leading coins: AAVE, COMP
New coins/potential coins: CRV, DYDX, RDNT, UNI (Uniswap), etc.
3. AI (artificial intelligence) sector
Leading coins: AGIX, FET
New coins/potential coins: WLD, NMR, RNDR (Render Token), etc.
4. NFT (non-fungible token) sector
Leading coins: BLUR, LOOKS
New coins/potential coins: DYDX (new application in the field of NFT), SUPER, DEGO, etc.
5. Layer 2 sector
Leading coins: OP, ARB
New coins/potential coins: METIS, IMX, ZKSwap, etc. These projects are committed to solving the scalability and performance problems of blockchain
6. GameFi (game finance) sector
Leading coins: SAND, GALA, MANA
New coins/potential coins: ENJ, PIXEL, ACE, ILV, MAGIC, YGG, etc. These projects combine games with finance to provide economic incentives for players
7. Oracle sector
Leading coins: LINK, TRB
New coins/potential coins: API3, BAND, etc. These projects provide data source and information verification services, which are crucial to the development of DeFi and other fields
8. Payment concept sector
Leading coin: XLM (Stellar)
New coins/potential coins: MOB, ACH, CELO, etc. These projects focus on blockchain payment and cross-border payment
9. Storage sector
Leading coins: AR, FIL
New coins/potential coins: STORJ, BLZ, etc. These projects provide distributed storage and data transmission services
10. Modular sector
Representative currencies: TIA, DYM, MANTA, ALT, etc. These projects provide modular and customized blockchain solutions
11. Sports sector
Representative currencies: CHZ (Chiliz), SANTOS, POR, CITY, OG, etc. These projects focus on blockchain applications in the sports industry and sports events
12. Web3 sector
Representative currencies: DOT, FIL, GRT, etc. These projects are committed to building a new stage of a more intelligent and decentralized Internet
13. MEME sector
Leading currencies: DOGE (Dogecoin), SHIB (Shiba Inu coin)
New coins/potential coins: PEPE, FLOKI, BABYDOGE, etc. These currencies attract investors with their unique community culture and cute pet images

Lao Wu's token review: SUI

Sui is a Layer1 public chain

a16z, FTX, Binance, and Coinbase have all invested in it, raising $336 million and a valuation of $2 billion.

SUI has a market value of 2.73 billion and ranks 14th in the public chain market value. If it wants to enter the top 10, it needs to double by 4.8 times.

Currently 26.8% is in circulation, and $4.59 million worth of tokens are unlocked every week, which is about 1.7% of the market value. A large amount of unlocking will be ushered in on October 1.

SUI's TVL public chain ranks 10th, and the trend of TVL is upward.

SUI recently launched a game console that can get airdrop rewards for cooperative games.

From the K-line, SUI's current price resistance is very strong and the upward momentum is insufficient.

The current price is too high, and a large amount of unlocking is coming. It is not recommended to buy spot at this time.

If it rebounds to around $1.047, you can short with a light position and stop loss at $1.08.

Has anyone seen this depth chart? If it falls to 34,000, it will explode by $21 billion.

Recommended type puppets. Total amount 3333. Mint at 11:00 tonight. The battle ends in 3 minutes. Magic is currently on the shelves. Hold the puppet tokens and $FB on the airdrop type of the NFT project. The current magic price is similar to the mint price. Total amount 3333. You can take off at any time after washing. It is recommended to scan a few

The core CPI monthly rate is rising. The Fed is expected to cut interest rates by about 25 basis points next month. The possibility of a large-scale interest rate cut is not realistic, and it can only be done step by step.

Interest rate cuts mean that money will be released. The currency circle has been fluctuating for 6 months. Bitcoin has been consolidating for half a year from a high of nearly 74,000.

Last time we announced the bottom-fishing plan, only BTC's 54,000, ETH's 2150, SOL's 128 (I almost vomited when I bought at the 128U point for ten thousand years), and WIF's 1.5 (head position) entered the extreme point transaction, but FET and ORDI extreme points have not been reached. Is there no more room for decline?

Spot must reach our selling point before it can be sold. Long-term altcoins must double to be the profit I want. You can't say that you have persisted for half of the time and finally fell before dawn.

I expect a scam move to grab the upper liquidity after the CPI news.

Liquidity is at 58100

Need to watch the price momentum on RSI as the bottom forms. Cannot give a limit price at this time!

Expect scam moves and volatility!

I am so confused. I am long on Bitcoin, and Bitcoin is very strong.

I am short on Ethereum, and Ethereum has made a profit twice😂😂😂

🧮 How much does it cost to run an L2? A brief analysis of three types of measures to reduce L2 costs

Crypto researcher Sharanya Sahai breaks down L1, L2, and modular infrastructure efforts to reduce L2 expenses, and assesses the cost components of running an L2. This article was compiled by Block Rhythm.

📌 Sharanya Sahai: Upgrades like Ethereum EIP 1559 and 4844 reduce costs and increase scalability. EIP 1559 introduces the concept of base fee + tip/priority fee, as well as a dynamic pricing mechanism based on network congestion, providing users with a better mechanism to estimate costs and charge on the network based on their priority and network congestion. trade. EIP 4844 introduces a new transaction type to Ethereum through the concept of Blob, enabling L2 to store data in the form of Blob, thereby significantly reducing costs when L1 settles transactions. In fact, after EIP 4844 was implemented, many L2 fees dropped by more than 90%.

Industry initiatives such as open source frameworks and revenue sharing models are shaping the competitive landscape of the “L2 Stack War” as L2 moves execution off-chain to cut costs and maintain security. L2's approach can be mainly divided into two categories: industry alignment or company alignment. Industry alignment initiatives include allowing new players to build their own chains through an open-source L2 technology stack (Rollup Framework). Corporate alignment initiatives are where these chains reduce costs and accumulate value for their tokens, either through direct revenue/profit sharing models or indirectly through secondary effects of expanding their ecosystems.

RaaS and alternative settlement and data availability solutions have redefined blockchain cost structures, and future modular infrastructure innovations are expected to further reduce costs. Despite the availability of these technology stacks, running a blockchain involves significant operational overhead, people, expertise, and resources. This problem has prompted the emergence of RaaS service providers who work with these developers to abstract the complexity of the runtime chain using mature L2 frameworks/stacks. Services they provide include node operations, software updates, infrastructure management, and the provision of products such as sequencing, indexing, and analytics.

Rethinking the Rollup-centric roadmap: How to value Ethereum more effectively?

Inspired by the Bankless podcast, Jiawei, a researcher at IOSG Ventures, rethinks the rationality of Ethereum's Rollup-centric roadmap, the trade-offs behind it, the current status and expectations of L2, and how to value Ethereum.

📌 Jiawei: 1. The rationality of the Rollup-centric roadmap: Vitalik published the "Rollup-centric Ethereum Roadmap" in October 2020, proposing that Ethereum needs to centrally support Rollup in the short and medium term. Subsequently, "Endgame" published in December 2021 described the final picture of Ethereum: block output is centralized, but block verification is trustless and highly decentralized, while ensuring anti-censorship. These two articles basically determine the development direction of Ethereum: optimize Ethereum's base layer construction to serve Rollup. These Rollups can obtain Ethereum-equivalent security and help Ethereum achieve super expansion.

2. The trade-offs hidden behind rationality: L1 delegates execution to L2, which actually implies two trade-offs:
- Gas collection and the deflationary relationship between Gas and ETH. After the London upgrade, EIP-1559 introduced a burning mechanism, and the base fee of each transaction will be burned. After "The Merge" switched to PoS, Ethereum actually entered a 20-month deflationary cycle due to the significant reduction in ETH issuance and the existence of a burning mechanism. If more transactions occur in Rollup in the future, Ethereum may return to inflation.
- MEV value capture. Transactions occur in Rollup, which means that MEV is captured by Rollup, not Ethereum validators. After EIP-4844, DA fees are further reduced.

3. Is the current status of L2 consistent with expectations? I don't think it is completely consistent with the original. Technically speaking, each Rollup may be regarded as a "computing shard" of Ethereum. But in reality, each L2 seems to have a series of problems that need to be solved, such as interoperability issues. There are too many L2s today, and they are all over the place. Although ETH is used as the main unit of account, this use case may be replaced by L2 native tokens in the future. More Rollups turning to Alt-DA solutions may also weaken the profitability of L1. In short, today's L2 is not working in the same direction, but has a very fierce competition landscape.

👀 A quick look at the 21 projects shortlisted for the a16z Crypto Accelerator Fall 2024

📌 a16z: CSX Fall 2024 companies come from 11 different countries and are building at every level of the crypto stack, including AI, DeFi, infrastructure, and consumer applications like photo sharing and mapping. The following are the shortlisted projects:

-Anera Labs: Building a liquidity infrastructure that unifies all on-chain liquidity
-Banyan: Using AI to bridge the communication gap at work and bring clarity to the enterprise
-Blocksense: Supports the creation of oracles that can leverage Internet data and CPU/GPU computing
-Cork Protocol: Accelerates the risk pricing protocol for on-chain credit
-Dot: Converts user-created pixel art into game pieces for on-chain games
-Fermah: Building a universal zero-knowledge proof generation layer
-Future Primitive: Creating a new home for Internet photo partners
-Kuzco: A marketplace for LLM reasoning
-MeshMap: Building a 3D world map and AR content network
-Opacity Labs: Privately verifying web2 data with zkTLS
-OpenGradient: Building a blockchain designed to bring world computing to the chain
-PIN AI: Building an open platform for personal AI (data + agents)
-Pod: A new L1 primitives, blockless, leaderless, and relaxes the notion of total order of transactions
-Sekai: Makes it easy to create, share, and monetize interactive narratives
-Skyfire: An open payment protocol that enables AI agents to pay anything
-Suave: Enables DApps to accept any token from any wallet on any blockchain
-t1: Real-time proof generation to unify Ethereum
-TACEO: MPC cryptographic computation for Web3
-Term Labs: A DeFi lending platform that matches borrowers and lenders at a fixed rate
-vlayer labs: Trustless verifiable data infrastructure powered by zero-knowledge proofs
-zkSpin: Build highly parallel blockchains to run demanding DApps on-chain