Vēsture atkārtojas Bitcoin: Ko katrs cikls māca par izdzīvošanu krīzē
Vēsture Bitcoin neizmainās. Skaitļi tikai kļūst lielāki. 2017. gadā Bitcoin sasniedza maksimumu ap $21,000 un tad nokritās par vairāk nekā 80%. 2021. gadā tas sasniedza ap $69,000 un nokrita aptuveni par 77%. Visjaunākajā ciklā, pēc sasniegšanas ap $126,000, cena jau ir koriģējusies par vairāk nekā 70%. Katru reizi šķiet atšķirīgi. Katru reizi naratīvs ir jauns. Katru reizi cilvēki saka: “Šis cikls nav kā pārējie.” Un tomēr, kad tu paskaties plašāk, struktūra izskatās sāpīgi pazīstama. Paraboliskā izaugsme. Eiforija.
Ethereum skatījums uz nākamajiem mēnešiem Šis ir mans personīgais gaidījums par ETH nākamajiem 1–2 mēnešiem, pamatojoties uz pašreizējo ikdienas struktūru. Diagramma rāda skaidru lejupslīdi ar nolaižamu pretestības līniju, bet mēs pašlaik atrodamies pie svarīgas lēmumu līmeņa. Ir divi iespējami scenāriji, ko es cieši vēroju. ETH svārsta iestatījums
Lai šis svārsta darījums spēlētu ārā: - $2,100 jābūt pārrautam un atgūtam - Ideāli ar spēcīgu ikdienas sveces noslēgumu virs tā
- Sekojot turpinājumam un momentumam Ja tas notiek, struktūra īstermiņā mainās uz bullish un atver ceļu uz nākamo galveno pretestību.
What defines a serious high-performance chain benchmarks or sustained execution?
Imagine watching a live sports match with no buffering. Every move appears instantly. Nothing lags. When timing is everything, smooth performance changes the whole experience.
Fogo public mainnet went live on January 15, 2026, marking a key milestone for high-performance SVM chains. Built to target ~40ms block times with strong throughput, it aims to make on-chain activity feel smoother and more predictable over time. The architecture stands out. Validators are grouped into geographic zones to reduce latency, while a single high-performance client (based on Firedancer) helps avoid mismatched client inefficiencies. From day one, Wormhole integration enables seamless cross-chain movement, supporting liquidity and user inflow. This structure is designed for latency-sensitive DeFi use cases — fast order books, quick liquidations, and real-time trading environments that require consistent performance. With the Binance token sale completed, the foundation appears positioned for steady ecosystem growth.
The real test will be long-term can latency-sensitive builders thrive here over months and years?
Curious how others see Fogo’s positioning in the evolving SVM landscape.
Bitcoin has a very clear bearish bias based on the short-term and we have several support levels to take into consideration. Depending on how the market moves from now on we might have to switch our bias from bullish potential to bearish continuation. The last low is $65,118. Any trading above this level and Bitcoin is safe.
The correction low is $60,000 but this isn't the main level in question because it happened on a wick. The main level in question sits around $62,800, the 5-February candle close.
As long as Bitcoin trades daily and weekly above this level, $62,800, all is fine and we can consider the short-term swings as market noise. On the other hand, if Bitcoin moves and closes weekly or daily below this level, we have to take cover and revisit the long-term chart.
These support levels are not yet in question but it is better to be prepared.
›› On the bullish side, there can be one final wick to remove some longs followed by market growth. (We keep a bullish marketwide bias on Crypto.) Now let's talk about Vanar Vanar Real Pivot: Why I’m Starting to See It as an Economic Engine, Not Just an AI Chain The first time I looked at Vanar, I’ll be honest — it felt like another blockchain attaching “AI” to its branding. In this cycle, that’s almost expected. Every project claims to be AI-native. Every roadmap includes automation, agents, reasoning layers, memory modules. The narrative is loud. But what made me slow down with Vanar wasn’t the marketing. It was the shift in economic direction. Because in 2026, the real question isn’t who integrates AI. The real question is: who converts AI into sustained on-chain demand? That’s where I think Vanar is trying to reposition itself — and why I’m starting to read it differently. When I study blockchain projects long enough, I look for one thing: economic loops. Not hype cycles. Not token spikes. Not partnerships. Real, repeatable loops. @Vanarchain newer direction feels less like “AI as a feature” and more like “AI as a paid service layer.” That distinction matters. In earlier cycles, tokens were often justified by potential. You bought the token because the network might grow. Because developers might build. Because adoption might happen. It was forward-looking speculation.Vanar appears to be experimenting with something more grounded: tying token demand to AI-powered services that require ongoing usage. Tools like Neutron and Kayon are positioned not just as demos, but as programmable intelligence layers. If developers or businesses integrate reasoning engines, semantic storage, or AI-driven automation into their workflows — and those workflows require $VANRY then token demand stops being abstract. It becomes functional. That feels closer to SaaS economics than classic crypto tokenomics. And that shift is subtle — but important. Another part that caught my attention is the roadmap expansion beyond simple “AI tools.” Products like Axon and Flows suggest something bigger than feature upgrades. They hint at orchestration — automated logic layers connecting reasoning outputs to on-chain actions. If that vision materializes, Vanar isn’t just hosting smart contracts. It’s enabling programmable workflows. Imagine on-chain systems where AI reasoning triggers treasury movements, compliance checks, dynamic NFT behavior, or adaptive payment structures — not manually, but as structured logic. That’s a very different narrative from “AI chain.” That’s closer to automation infrastructure. And infrastructure, when done correctly, compounds quietly. The market reality is still sobering. $VANRY hasn’t moved like a narrative token. Its valuation has seen volatility. Adoption metrics are still developing. And that’s normal. Technology does not automatically translate into economic gravity. This is where most blockchain projects fail — not in building, but in monetizing usage. If subscription-style AI services truly require recurring token consumption, that creates a different demand pattern than one-time gas usage. Businesses paying for semantic indexing or reasoning APIs would behave more like cloud customers than speculators. That’s the part I’m watching closely. Because if token demand links directly to paid AI services, you no longer depend solely on trading volume or hype to sustain activity. You depend on product utility. And that’s a healthier foundation. When I compare Vanar to other AI-blockchain projects, I see a structural difference. Some focus on decentralized model marketplaces. Others emphasize agent networks. Vanar seems to be positioning itself as the base environment where AI logic operates natively on-chain. Less marketplace. More operating system. If that role solidifies, it gives Vanar optionality. Payment automation. Governance reasoning. Intelligent compliance. Adaptive DeFi systems. Even AI-enhanced consumer apps. Infrastructure layers tend to outlive niche verticals. But only if developers actually build on them. User experience is another dimension that often gets ignored in technical discussions. Crypto still feels foreign to non-native users. Long wallet addresses. Manual gas management. Signature fatigue. Confusing onboarding. Vanar’s integration of naming systems, smoother UX flows, and automation layers suggests they understand something critical: Mainstream users won’t adopt blockchain because it’s decentralized. They’ll adopt it because it’s easier. If AI can abstract complexity — automate tasks, simplify interactions, reduce friction — then it becomes not just a backend innovation but a frontend transformation. That’s where adoption quietly begins. I’ve watched multiple crypto waves rise and collapse.NFT mania. DeFi yield farms. Metaverse hype. Layer-1 arms races.What most of them lacked was sustainable economic flow.Not excitement. Not innovation. Not developer talent. Economic durability. Vanar pivot toward tokenized AI services feels like an attempt to address that missing piece. Instead of asking the market to believe in potential, it’s experimenting with usage-driven economics. Will it work? That depends on execution. There are three signals I personally monitor: First, are AI services actually generating recurring token transactions — or just announcements? Second, do Axon and Flows expand real automation use cases — or remain theoretical? Third, does user experience improve enough to attract non-crypto-native users? Because if those three move in the right direction, the narrative shifts. Vanar stops being “an AI-themed chain.” It becomes infrastructure for decentralized intelligence.And infrastructure stories age differently than narrative stories. I don’t see Vanar as guaranteed success.But I do see an attempt at economic maturity. In crypto, that’s rarer than it should be.Instead of chasing the loudest theme, Vanar seems to be building a quiet revenue loop between AI functionality and token utility. If that loop strengthens, speculation becomes secondary. Usage becomes primary. And that’s when projects stop depending on hype cycles. They start behaving like platforms.That’s why I’m reading Vanar differently now.Not as a blockchain competing on TPS. Not as a project chasing AI buzz.But as a stack attempting to convert intelligence into recurring economic demand.And in a market slowly shifting from narratives to utility, that might matter more than people realize. What’s your view? Do you think AI-native blockchains can truly generate sustained token demand or does everything eventually drift back toward speculation? I’d love to hear your perspective. $VANRY #Vanar
Kāpēc es lasu Fogo citādi nekā lielākā daļa cilvēku
Ir liela atšķirība starp ātras blokķēdes būvēšanu un blokķēdes būvēšanu, kas saprot, kāpēc ātrums neveicas. Jo vairāk laika es pavadu mācoties, , jo mazāk es to redzu kā “citu augstas veiktspējas Layer-1” un jo vairāk es to redzu kā tīklu, kas izstrādāts ap ļoti neērtu patiesību: fizika nenogurdina. Attālums pievieno kavēšanos. Tīkli dreb. Aparatūra atšķiras. Un, ja jūsu protokols iztēlojas, ka šīs realitātes neeksistē, jūs tās neiznīcināt, jūs tās mantojat. Tāpēc līnija “Frankendancer šodien, tīrs Firedancer rīt” palika manā atmiņā. Tas ir viens no retajiem ceļa kartes paziņojumiem kriptovalūtā, kas šķiet godīgs. Tas neapgalvo tūlītēju perfekciju. Tas signalizē posmu attīstību. Hibrīds šodien. Tīrāks rīt. Tas atzīst, ka veiktspējas inženierija ir iteratīva, nevis maģiska.
BREAKING: Ziņas apgalvo, ka bijušais princis Andrijs aizturēts — ko tas varētu nozīmēt
Ziņas izplatās, ka bijušais princis Andrijs ir aizturēts Lielbritānijas policijas dēļ apgalvotajām saistībām ar Džefriju Epšteinu. Pašlaik oficiāla apstiprinājuma un pilnīgu detaļu ir maz, un notikumi joprojām attīstās. Tādās situācijās ir svarīgi atšķirt pārbaudītus faktus no spekulācijām, īpaši, ja stāsts ietver augsta līmeņa sabiedriskas personas un jutīgas juridiskas lietas. Princis Andrijs ir saistīts ar skandāliem pagātnē dēļ viņa asociācijas ar Džefriju Epšteinu, kas noveda pie sabiedriskās izmeklēšanas, juridiskām problēmām un viņa izstāšanās no oficiālajiem karaliskajiem pienākumiem. Tomēr aizturēšana — ja tā tiks oficiāli apstiprināta — pārstāvēs būtisku eskalāciju salīdzinājumā ar iepriekšējiem notikumiem. Tāda mēroga tiesībaizsardzības darbības parasti seko oficiālām izmeklēšanām, pierādījumu pārskatīšanai un juridiskām procedūrām.
Everyone wants a dramatic explanation when markets fall. It’s easy to blame quantum FUD or say the Fed is suddenly ultra-hawkish again. But the real reason your crypto bags are bleeding right now is much simpler liquidity. Over the past month, the U.S. Treasury has drained nearly $150 billion from the financial system to rebuild its Treasury General Account (TGA). When the TGA balance rises, cash is effectively pulled out of the economy and parked at the Fed. That reduces available liquidity in markets. And when liquidity tightens, risk assets suffer. Add that to an already slowing economy and you get the perfect environment for underperformance in risk-on assets. Crypto feels it first because it’s one of the most liquidity-sensitive markets. But it’s not alone. Even the Mag7 stocks are down year-to-date in 2026, with some names off 12–15%. That’s not a crypto-specific issue. That’s a liquidity issue. Now the key question: does the dump continue? The TGA balance is already near $922 billion — a level that has acted as a ceiling since the post-pandemic period. Historically, once that balance peaks, the next phase involves spending and drawdowns, which re-inject liquidity back into the system. On top of that, roughly $150 billion in tax refunds is expected to hit the market by March. That’s fresh cash entering the economy — potential fuel for a relief rally. Markets don’t move on narratives. They move on liquidity. And when liquidity returns, so does risk appetite.
BTCUSDT: Coiling for Move - Bearish Bias While Below 70K
Hello everyone, here is my breakdown of the current BTCUSDT setup.
Market Analysis
BTCUSDT has been trading within a well-defined bearish environment, moving inside a descending channel where price consistently formed lower highs and lower lows. This structure reflected controlled selling pressure rather than panic liquidation, confirming that sellers remained firmly in control of the trend. The decline eventually led to a breakout below a key horizontal level, after which price accelerated downward into the Support Zone near 66,000. From this area, buyers reacted and triggered a rebound, but the recovery has so far been corrective rather than impulsive. Currently, following the bounce, BTC entered a contracting triangle structure, bounded by a rising support line and a descending resistance line. This pattern reflects volatility compression and temporary balance between buyers and sellers. Importantly, price is currently trading below the horizontal Resistance Zone near 70,200 while respecting the triangle resistance, suggesting that bullish attempts remain limited. Overall, the structure still favors sellers, with the triangle appearing more like a continuation pattern within a broader downtrend rather than a reversal formation. My Scenario & Strategy
My primary scenario favors bearish continuation as long as BTCUSDT remains below the 70,200 Resistance Zone and continues to respect the descending triangle resistance line. The current consolidation appears to be distribution, indicating that sellers may regain control once price breaks lower from the structure. A confirmed breakdown from the triangle would likely push BTC toward the 66,000 Support Zone (TP1), which aligns with prior reaction lows and liquidity pools. This level represents the first logical downside objective where price could pause or consolidate. However, if BTC manages to break above the triangle resistance and reclaim the 70,200 level with strong acceptance, this would weaken the bearish outlook and suggest a broader recovery phase or range expansion to the upside. For now, trend structure, resistance positioning, and price compression continue to favor sellers while the market remains below key resistance.
That’s the setup I’m tracking. Thank you for your attention, and always manage your risk.
Es varu jums parādīt vairākus grafikus šeit, un es izmantoju ikdienas un nedēļas laika posmus. Ir daudz informācijas, bet tas nav viss. Es varu aplūkot 1H un 4H laika posmus daudziem citiem grafikiem, kurus es ar jums neesmu dalījies. Es varu arī aplūkot daudz rādītāju un ņemt vērā daudzus neparastus un smalkus signālus. Kad jūs esat tirgū 24-7, daudzas lietas jums runā.
Tāpēc uzticieties, ka ir vēl vairāk, daudz vairāk...
Galu galā mēs redzēsim, vai grafiku signāli darbojas. Mēs esam apskatījuši simtiem grafiku. Ne visi izskatās lieliski, bet es domāju, ka sniedzu labus pierādījumus, lai atbalstītu savu viedokli. Vai jūs piekrītat?
Fogo’s Real Bet Isn’t Speed — It’s Control Over Chaos
I’ve watched enough Layer-1 launches to recognize the pattern. Big claims. Bigger numbers. TPS charts pushed like trophies. Microsecond latency comparisons thrown around like they alone decide survival. And yet, when real capital moves — when liquidations cascade, spreads widen, and arbitrage bots wake up — most chains don’t fail because they’re “slow.” They fail because they become unpredictable. That’s why the more I analyze @Fogo Official , the less I think about speed — and the more I think about control over chaos. This isn’t another chain trying to win a benchmark contest. It feels like infrastructure built by people who understand that variance is the real enemy of trading systems. In financial markets, predictability is the asset. Speed without consistency is noise. A matching engine that’s fast most of the time but randomly stalls is dangerous. A system that occasionally stretches confirmation windows from 40ms to 400ms under pressure isn’t just slower — it changes strategy assumptions. For market makers, arbitrage desks, and risk engines, that kind of variance directly alters profit models. What caught my attention with Fogo is that it doesn’t try to pretend physics isn’t real. It doesn’t assume that scattering validators across continents magically eliminates latency. It acknowledges that geography introduces friction — and instead of ignoring it, it designs around it. Its multi-local consensus structure groups validators into tight geographic zones, shrinking communication distances during active epochs. Consensus doesn’t stretch across the entire planet simultaneously. It rotates responsibility across regions over time. That’s a deliberate tradeoff. It sacrifices static global dispersion for dynamic performance stability. And whether someone agrees with that philosophy or not, it’s at least internally consistent. It aligns architecture with a clear objective: deterministic execution for time-sensitive trading environments. That clarity is rare. Many chains claim to be “high performance.” Few clearly define what performance means in volatile conditions. Fogo’s emphasis on zoned coordination, standardized validator requirements, and Firedancer-optimized client infrastructure suggests that it cares less about peak throughput and more about tightening latency variance. That’s a meaningful distinction. Because the moment markets become unstable, average numbers stop mattering. Tail behavior matters. Worst-case timing matters. Execution consistency matters. Compatibility with the Solana Virtual Machine adds another layer of practicality. Builders don’t need to relearn execution models. Tooling familiarity compresses onboarding time. But what matters more is that Fogo operates independently — it doesn’t inherit congestion from another network’s load profile. It borrows the execution environment but controls its own performance envelope. From a token design standpoint, the structure reinforces long-term thinking. Large portions of supply remain locked with multi-year vesting schedules extending toward the end of the decade. Community allocations are meaningful but structured. Institutional allocations unlock later, reducing immediate distribution pressure. That matters because infrastructure chains can’t survive short-term speculation cycles alone. They need runway. They need builders who stick around after volatility fades. The competitive lens here is important too. Fogo isn’t really competing with every new Layer-1 promising modular this or zk that. Its true competitor is centralized exchanges. That’s where serious capital still goes when volatility rises. Why? Because centralized venues offer determinism. Tight spreads. Consistent matching. Predictable timing. If Fogo succeeds, it won’t be because it’s the fastest chain in calm conditions. It will be because traders stop worrying about whether blocks will behave under stress. It will be because developers can design order books and risk systems without defensive buffers for unpredictable timing. That’s a much harder bar to clear than hitting a headline TPS number. There are risks, of course. Zoned consensus introduces rotation complexity. Curated validator standards invite governance debates. Concentrating performance expectations on optimized client implementations increases systemic exposure if bugs occur. But those are engineering tradeoffs — not marketing illusions. What I respect is that Fogo doesn’t frame decentralization as an abstract purity test. It frames it as a variable to optimize alongside reliability. That’s a more mature conversation than pretending everything can be maximally decentralized and maximally performant at once. The real question isn’t whether Fogo can post impressive benchmarks. The real question is whether it can remain stable when driven hard. If it can maintain consistent latency under real market stress, if liquidity begins to cluster instead of fragment, if serious builders deploy repeatedly instead of experimenting briefly — then the narrative shifts. It stops being “another fast chain.” It becomes a specialized trading venue with blockchain settlement. And that’s a very different category. I’m curious how you see it. Is prioritizing determinism over maximal decentralization the right move for trading infrastructure? Or does narrowing coordination zones create risks that outweigh the benefits? Let’s discuss. $FOGO #fogo
Is speed alone enough to build serious on-chain markets?
Imagine a sports team where every player follows a different playbook. Some move fast. Some move slow. The timing breaks. The whole team feels unstable. But when everyone follows the same system, performance becomes smooth and predictable.
Many compare Fogo to Solana, but the deeper story isn’t just raw TPS. Fogo is addressing a structural issue in SVM ecosystems: performance fragmentation caused by multiple client implementations. By standardizing around the Firedancer client, @Fogo Official aims to deliver more consistent validator performance and tighter execution reliability. That consistency matters for smooth order books, faster liquidations, and institutional-grade DeFi infrastructure. The target is predictable, low-latency blocks (sub-50ms), not just peak speed screenshots. When timing variance narrows, trading becomes more dependable and systems can model behavior with confidence. My view: durable market structure comes from discipline and predictability, not short-term benchmarks.
If consistency becomes the priority, could it matter more than pure speed in the long run?
ETH – $1,500 & $3,000 are Magnets… Which One First?
$ETH has been hovering inside a clear range around the $2,000 round number....
This range is taking the shape of a symmetrical triangle, meaning compression is building and a breakout is approaching. As long as price remains inside the triangle, it is just noise within consolidation.
If we get a confirmed break above the upper bound, a bullish expansion toward the $3,000 supply zone becomes the next logical target.📈
If the triangle breaks downward, expect one more bearish impulse toward the $1,500 support zone. Now the question is: Which level will get tested first? This is not financial advice. Always do your own research and manage risk properly.
Fogo klusā disciplīna: kāpēc paredzamība varētu būt kriptovalūtu visvairāk nenovērtētais uzlabojums
Fogo klusā disciplīna Kriptovalūtu nozare vienmēr ir mīlējusi iespaidīgus notikumus. Laika grafikā dominē skaļākie rādītāji: darījumi sekundē, teorētiskā caurlaidspēja, mikrosekundes latentuma apgalvojumi. Katrs jauns 1. slānis solās būt ātrāks par iepriekšējo. Un tomēr, kad reālais kapitāls pārvietojas stresa apstākļos, kad likvidācijas kaskādē un arbitrāžas dzinēji iedarbojas vienlaicīgi, izdzīvošanu nosaka kaut kas svarīgāks par maksimālo ātrumu: paredzamība. Jo vairāk es analizēju @Fogo Official , jo vairāk es redzu projektu, kas saprot šo atšķirību. Tas nemēģina uzvarēt mārketinga konkursā ap TPS. Tas cenšas atrisināt kaut ko klusāku un stingrāku operacionālās disciplīnas jautājumu spiediena apstākļos. Šī atšķirība nopietnai tirdzniecības infrastruktūrai ir daudz svarīgāka, nekā atzīst lielākā daļa naratīvu.
How important is easy migration for a chain’s long-term growth?
Imagine moving to a new city but your house comes with you. No rebuilding. No starting from zero. You just plug in and continue living. Growth becomes easier when you don’t have to restart everything.
One of @Fogo Official quiet strengths is full support for the Solana Virtual Machine (SVM). Developers can bring existing Solana-style applications over without rewriting code, meaning tools built for high-speed execution and parallel processing can integrate with minimal friction. That enables teams to immediately focus on building real-time trading systems, fair auction models, and low-latency DeFi, rather than spending months adapting infrastructure. Over time, lower technical barriers often translate into a more active ecosystem. Builders iterate faster, products mature sooner, and real usage compounds instead of stalling in development. My view: sustainable innovation comes from reducing friction, not just increasing TPS.
How much do you think seamless migration impacts a network’s ability to retain developers long term?
Bitcoin & Altcoins: pērciet visu, ko varat, tirgus uzplauks
Es zinu, ka ir daudz šaubu un nenoteiktības, un es zinu, ka pēdējā laikā ir bijis grūti. Bet, ja jūs gaidāt tikai bailes un šaubu dēļ, rīkojieties tagad, tirgus ir gatavs uzplaukt!
Bitcoin pieaug, bet tas nav tikai Bitcoin, padomājiet par altcoin. Kad Bitcoin pieaug par 10-20%, šie altcoin var pieaugt jebkurā vietā no 50 līdz 100%, vienā dienā. Un tas būtu tikai sākums.
Tas ir tikai draudzīgs atgādinājums; mums ir bezgalīgs skaits signālu, lai atbalstītu manu iepriekš minēto apgalvojumu. Piemēram: Bitcoin vairs nekrīt. Tikai nesenā sabrukšana, kas beidzās 6. februārī, sastāvēja no ilgstošas lāču darbības. Pēc $60,000 minimuma, lāču tirgus apakšas, nav jaunu minimumu. Bitcoin pat neizdodas pārvietoties zem $65,000. Ethereum paliek spēcīgs.
Tensor ir buļļu skrējiena potenciāls, pieauga par 1,000% divu dienu laikā 2025. gada beigās
Tensor ir buļļu skrējiena potenciāls
Tensor jau parādīja savu lielisko potenciālu, kad tas pieauga par 1,000% dažu dienu laikā, divas dienas, lai būtu precīzi — pagājušā gada novembrī. Korekcija, kas sekoja šim gājienam, bija klasiskā atkāpe, kas beidzās augstākā zemākajā līmenī. 1,000% lēciens sasniedza tieši 0.382 Fib. paplašināšanās līmeni attiecībā uz 2024. gada decembra - 2025. gada oktobra tirgus ciklu. Zinot to, uzreiz atklājas, kas notiks tālāk.
Tensor nākamais gājiens var būt tikpat spēcīgs, tikai ātrums var būt atšķirīgs. Augstāks maksimums atver $0.54 kā nākamo mērķi, 0.618 Fib. paplašināšanās līmeni un tas ir viegls mērķis. Augsta varbūtība.
Fogo klusā revolūcija: vai taisnīga izpilde ir trūkstošā kārta on-chain tirgos?
Jo dziļāk es skatos uz to mazāk to redzu kā tikai vēl vienu augstas veiktspējas Layer-1 un jo vairāk to redzu kā tirgus struktūras eksperimentu, kas maskēts kā infrastruktūra. Kriptovalūtās mēs esam pieraduši meklēt skaļākos rādītājus: darījumi sekundē, bloka laiks, galīguma ātrums. Bet ātrums pats par sevi nekad nav garantējis taisnīgumu. Patiesībā daudzu on-chain tirgu gadījumā neapstrādāta ātruma palielināšana pastiprina nevienlīdzību. Ātrākie roboti uzvar. Zemākas latentuma dalībnieki iegūst vērtību. Visi pārējie maksā neredzamus nodokļus slīdēšanas, pārkārtošanas un toksiskā plūsmas veidā.
Kas patiesi veido ķēdes nākotni — ātrums vai īpašums?
Iedomājieties, ka palīdzat būvēt māju ar savām rokām. Jūs nevēlaties, lai sienas plaisā. Jūs nevēlaties, lai jumts noplūst. Kad jūs palīdzat būvēt kaut ko, jūs dabiski rūpējaties par tā stiprību.
Kamēr daudzi koncentrējas uz @Fogo Official ātrajiem blokiem un augsto TPS, man izceļas tas, kā tas pieiet agrīnai tīkla īpašumtiesībai. Caurlaižot programmas, piemēram, Flames, nozīmīgas piešķiršanas nonāca pie būvētājiem, testētājiem un agrīnajiem dalībniekiem, kuri aktīvi testēja infrastruktūru, nodrošināja likviditāti un veidoja rīkus. Kad līdzdalībnieki nopelna tokenus, piedaloties reāli, stimulu virzība dabiski pārvietojas uz darbības laiku, labāku rīku izmantošanu un vienmērīgāku izpildi laika gaitā. Savukārt, ja sadalījums ir vērsts uz īstermiņa kapitālu, uzmanība bieži pārvietojas uz svārstīgumu, nevis uzticamību. Fogo dizains šķiet kā pārdomāta uzvedības inženierija — tokenu sadalījums veido, kas parādās un kas paliek. Tirdzniecībā orientētai Layer-1, kas cenšas kļūt par uzticamu infrastruktūru, saskaņots īpašums var būt klusais pamats, kas ir vissvarīgākais. Labs tokenu dizains veido ieradumus, kas ilgst, nevis tikai hype, kas iznīkst.
Vai jūs domājat, ka agrīnā īpašumtiesība no reāliem līdzdalībniekiem maina to, kā tīkls attīstās laika gaitā?
BITCOIN 1W EMA200 sveces slēgšana tagad ir atslēga..
Bitcoin (BTCUSD) pagājušajā nedēļā noslēdza savu 2. pēc kārtas 1W sveci virs 1W EMA200 (sarkanais tendences līnija), kas tagad kļūst par tirgus centrālo fokusu viena vienkārša iemesla dēļ. 2022. gada lāču cikla laikā bija tieši 1W EMA200, kas atbalstīja BTC 2. pārdošanas vilni, kad tas to sasniedza.
Kā redzat, 1. pārdošanas vilnis atrada atbalstu pie 1W SMA100 (zaļais tendences līnija), konsolidējoties vairākas nedēļas (noslēdzot visas nedēļas sveces virs tā) pirms sabrukšanas 2. vilnī. Līdz šim tas ir izturējis perfekti arī 2026. gada lāču ciklā, tas pat palika zem 0.5 Fibonacci retracement līmeņa, kā tas bija 2022. gadā.