链上格格巫
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Co-founder of BitKoi｜币安原生博主｜热门资讯｜新手教程｜项目投研｜坚定持有BNB｜蓝鸟会核心成员🔮
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260 points is Alpha's ultimate conspiracy! The era of retail investors is coming (with retail investor operation guide)
Behind the soaring threshold, there is actually a new balance in the three-way game between platforms, studios, and retail investors.
"Binance Alpha's threshold has been raised to 260 points!" This news made countless players feel a tightness in their hearts. The first reaction is: retail investors are going to be in trouble, this game can't be played anymore.
But the truth may actually be the opposite.
When we see through the logic behind the 260 points, we will find that this is not only a rule adjustment by the platform, but also a dividend beneficial to retail investors. Next, I will analyze it from four aspects 🧐
01 Digital scams, cognitive traps under high thresholds
On the surface, the requirement of 260 points is quite harsh. An account needs to average over 17 points a day for 15 consecutive days to meet the standard. This seems insurmountable for players accustomed to mindlessly grinding.
"Binance Alpha's threshold has been raised to 260 points!" This news made countless players feel a tightness in their hearts. The first reaction is: retail investors are going to be in trouble, this game can't be played anymore.
But the truth may actually be the opposite.
When we see through the logic behind the 260 points, we will find that this is not only a rule adjustment by the platform, but also a dividend beneficial to retail investors. Next, I will analyze it from four aspects 🧐
01 Digital scams, cognitive traps under high thresholds
On the surface, the requirement of 260 points is quite harsh. An account needs to average over 17 points a day for 15 consecutive days to meet the standard. This seems insurmountable for players accustomed to mindlessly grinding.
My colleague's hard drive died, containing three years of memories. Vanar Chain says: it wants to be a digital tombstone @Gege Wu
At two in the morning, I sent the last message to my colleague Old Zhang. His motherboard burned out, and the data recovery quote was enough to buy a new one. What was lost was not just the plans, but also three years' worth of client contact records, which weren't backed up. 'It feels like a concussion, a piece of memory has been dug out.' His words made me stare at the K-line of VANRY on the screen for a long time. That line was weak, struggling around $0.006, just like the -35% floating loss in my account, exuding a kind of silence forgotten by the system.
Old Zhang's hard drive, and this chain called Vanar, essentially discuss the same thing: how unreliable the carriers of our memories are.
Old Zhang's hard drive, and this chain called Vanar, essentially discuss the same thing: how unreliable the carriers of our memories are.
My programmer friend and his unfinished 'Life DApp': How Dusk Network is reshaping the rules of financial infrastructure? @Gege Wu
My good friend Ajie is a typical programmer. Recently at a gathering, he excitedly showed us a 'DApp' he has secretly been developing for half a year—an application he wants to use to record important moments in life, store private memories, and selectively share with close friends and family.
"Look," he pointed at the prototype on his phone and said, "here, the diary is locked with encryption technology, and only my own key can unlock the full text. But I can generate a 'sharing key' for my parents, and they can only see the parts I allow them to see, such as only seeing my happy travel photos and not my complaints about working late into the night."
"Look," he pointed at the prototype on his phone and said, "here, the diary is locked with encryption technology, and only my own key can unlock the full text. But I can generate a 'sharing key' for my parents, and they can only see the parts I allow them to see, such as only seeing my happy travel photos and not my complaints about working late into the night."
Come Come Come🍀🍀
HiSeven
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[Replay] 🎙️ 币安账户【持有USD1】 这波理财活动，到底怎么参与，才能吃到最高收益？
03 h 43 m 17 s · listens
#vanar $VANRY Facing the price of VANRY, my mood is hard to calm down. The current price is $0.006043, which is about 35% lower than my cost price of $0.0093. To determine whether and how to break free from this situation, we need to calmly look at the current situation and potential future possibilities.
First, let's look at some key data comparisons:
· Cost price: $0.0093
· Current price: approximately $0.006043
· Holding floating loss: approximately -35%
In my opinion, breaking free is more likely to be achieved through the following paths, but all require time or my proactive actions: 🤔🤔
1. Overall market recovery: If Bitcoin leads the cryptocurrency market into a bull market, most altcoins will rise as well. This is the path that relies most on external conditions.
2. Project breakthrough milestones: If Vanar Chain announces significant progress in AI or gaming collaborations, and truly brings a surge in on-chain users and transaction volume, it may drive an independent market trend. However, current data shows its market "attention" is very low.
3. Actively managing positions: This is the path I can control the most. The core idea is to lower the average holding cost, so that in the future, it won't need to rise back to the original price to break free. @Vanarchain
First, let's look at some key data comparisons:
· Cost price: $0.0093
· Current price: approximately $0.006043
· Holding floating loss: approximately -35%
In my opinion, breaking free is more likely to be achieved through the following paths, but all require time or my proactive actions: 🤔🤔
1. Overall market recovery: If Bitcoin leads the cryptocurrency market into a bull market, most altcoins will rise as well. This is the path that relies most on external conditions.
2. Project breakthrough milestones: If Vanar Chain announces significant progress in AI or gaming collaborations, and truly brings a surge in on-chain users and transaction volume, it may drive an independent market trend. However, current data shows its market "attention" is very low.
3. Actively managing positions: This is the path I can control the most. The core idea is to lower the average holding cost, so that in the future, it won't need to rise back to the original price to break free. @Vanarchain
B
VANRY/USDT
Price
0.0093
#dusk $DUSK Looking at the current price of $0.0854, reflecting on my cost price of $0.295, my feelings are truly complex... 😭😭
This is not just a simple numerical gap, but the reality of asset depreciation exceeding 70%. Is the fundamental value of DUSK worth my time cost to wait for a possible future? 🤔🤔
My cost price is roughly positioned between the historical peak and the recent rebound high. This means I bought in at a high point in the previous market cycle. To return to my cost line, DUSK needs to rise about 245% from the current price. This is undoubtedly a huge challenge, one that cannot be achieved by short-term fluctuations.
DUSK does not provide a clear date for "when to break even," but rather a logic for "why it might break even." The cost of this opportunity is the potential risk and the time and funds I have invested that may continue to lie dormant.
Its future heavily relies on the narrative of "compliant privacy finance" and whether it can truly transition from the white paper and testnet to the trading floor of major exchanges. In my view, 2026 will be a key year for this story to be tested. @Dusk
This is not just a simple numerical gap, but the reality of asset depreciation exceeding 70%. Is the fundamental value of DUSK worth my time cost to wait for a possible future? 🤔🤔
My cost price is roughly positioned between the historical peak and the recent rebound high. This means I bought in at a high point in the previous market cycle. To return to my cost line, DUSK needs to rise about 245% from the current price. This is undoubtedly a huge challenge, one that cannot be achieved by short-term fluctuations.
DUSK does not provide a clear date for "when to break even," but rather a logic for "why it might break even." The cost of this opportunity is the potential risk and the time and funds I have invested that may continue to lie dormant.
Its future heavily relies on the narrative of "compliant privacy finance" and whether it can truly transition from the white paper and testnet to the trading floor of major exchanges. In my view, 2026 will be a key year for this story to be tested. @Dusk
B
DUSK/USDT
Price
0.29528
The financially anxious manager waiting for Plasma to 'pave the way' @格格巫
Every month on the 15th in the afternoon, the anxiety of my colleague Old Wang is visibly apparent. He is the department head, managing a small team of over ten people, including two colleagues working remotely from other provinces. As soon as it is past three o'clock in the afternoon, he starts refreshing the online banking page frequently, and he can only relax and slump in his chair to sip cold tea when all employees' salaries show 'Payment Successful.'
"You have no idea the trouble involved," he once complained to me, "local employees go through the bank, while remote ones use third-party payment platforms; the fees and processing times are different. What I fear the most is encountering system delays or holidays, where one or two employees might not receive their payments on time, and my phone will be bombarded with calls. They think I have been negligent, but I am actually stuck between the bank and the payment platform, just waiting helplessly." For him, payday is not a moment to showcase the company's strength, but rather a monthly pressure test of the process. What he needs is not complicated financial tools, but a unified, instant, and cost-effective payment endpoint.
"You have no idea the trouble involved," he once complained to me, "local employees go through the bank, while remote ones use third-party payment platforms; the fees and processing times are different. What I fear the most is encountering system delays or holidays, where one or two employees might not receive their payments on time, and my phone will be bombarded with calls. They think I have been negligent, but I am actually stuck between the bank and the payment platform, just waiting helplessly." For him, payday is not a moment to showcase the company's strength, but rather a monthly pressure test of the process. What he needs is not complicated financial tools, but a unified, instant, and cost-effective payment endpoint.
#plasma $XPL Today's trend finally looks a bit better. Watching the account where XPL has pulled back from 0.07 to the current price of 0.0837, an increase of 8 points during the day stands out in the green list 😪😪😪
But shifting my gaze to the right, I see that glaring cost price of 0.1475, and the little spark that just emerged in my heart is extinguished. This slight increase feels like a drop of rain in a long drought; it makes noise, but it's still far from quenching my thirst.
I understand that being trapped is the norm in this market, especially for those rushing ahead of the narrative. At this price, the market is no longer trading on Plasma's technical vision, but on something more stark: liquidity, selling pressure expectations, and that patience which has been repeatedly worn down. The well-known token unlocking issue hanging over our heads is like the elephant in the room, making any rebound not driven by massive capital feel somewhat lacking in confidence. This 8 points is a technical correction after an oversell, a probe by short-term funds, but it doesn't seem like the sound of a trend reversal.
So, I no longer look at the anxious number of "how much percentage until breaking even." I treat it as an observational experiment; my position is just a ticket to enter. What I need to verify is whether, under such depressed prices and heavy macro pressure, the things promised by the Plasma team—those payment collaborations, ecological applications, and technical upgrades—are still being solidly advanced or have already stagnated? Prices can deceive you, but on-chain data and the developers' commit records are usually more honest. @Plasma
But shifting my gaze to the right, I see that glaring cost price of 0.1475, and the little spark that just emerged in my heart is extinguished. This slight increase feels like a drop of rain in a long drought; it makes noise, but it's still far from quenching my thirst.
I understand that being trapped is the norm in this market, especially for those rushing ahead of the narrative. At this price, the market is no longer trading on Plasma's technical vision, but on something more stark: liquidity, selling pressure expectations, and that patience which has been repeatedly worn down. The well-known token unlocking issue hanging over our heads is like the elephant in the room, making any rebound not driven by massive capital feel somewhat lacking in confidence. This 8 points is a technical correction after an oversell, a probe by short-term funds, but it doesn't seem like the sound of a trend reversal.
So, I no longer look at the anxious number of "how much percentage until breaking even." I treat it as an observational experiment; my position is just a ticket to enter. What I need to verify is whether, under such depressed prices and heavy macro pressure, the things promised by the Plasma team—those payment collaborations, ecological applications, and technical upgrades—are still being solidly advanced or have already stagnated? Prices can deceive you, but on-chain data and the developers' commit records are usually more honest. @Plasma
B
XPL/USDT
Price
0.1475
Today I still chose $WMTX
The first half lost 4 knives💔💔
The second half made up for it
The 30k transaction loss was less than 1 knife
I guess it's just lucky🤔🤔🤔
The first half lost 4 knives💔💔
The second half made up for it
The 30k transaction loss was less than 1 knife
I guess it's just lucky🤔🤔🤔
When a Will is Locked in a Failing Hard Drive: How Vanar Chain Constructs an 'Immortal' Archive for Digital Lives? @格格巫
One of my elders experienced quite a family turmoil last year. It was triggered by a draft of a will that existed on his personal computer. After the elder passed away, family members found this document while sorting through belongings, but no one could clarify whether this was the final version or an abandoned draft. Due to the lack of other authoritative records, what should have been a clear asset distribution turned into a tug-of-war filled with suspicion and sadness. In the end, the hard drive was sent for data recovery in an attempt to find more traces of 'modification dates,' but the results remained vague.
This incident led me to ponder for a long time. The most important data we create in our lives—wills, contracts, property deeds, family footage—are entrusted to extremely fragile carriers: a possibly damaged hard drive, a cloud service that might go bankrupt, or a password that could be forgotten. The 'memory' of our digital lives is essentially a collection of electronic files that are constantly at risk of 'amnesia,' isolated and helpless.
This incident led me to ponder for a long time. The most important data we create in our lives—wills, contracts, property deeds, family footage—are entrusted to extremely fragile carriers: a possibly damaged hard drive, a cloud service that might go bankrupt, or a password that could be forgotten. The 'memory' of our digital lives is essentially a collection of electronic files that are constantly at risk of 'amnesia,' isolated and helpless.
A Banker's Friend's Complaints: 'We need to be transparent yet secretive, this is impossible!' After eight years, Dusk has provided the answer @格格巫
Last week, an old classmate who has been working at a bank for nearly ten years suddenly invited me to dinner. After a few drinks, he poured out his frustrations: handling countless transfers for businesses and individuals every day, the process is as complicated as navigating a maze. Corporate clients complain that to apply for a cross-border trade financing, they feel like they have to provide all the business contracts and transaction records of their ancestors just to prove 'I am who I am, and the money is clean'; on the other hand, the risk control department is on high alert every day, fearing that any small mistake could allow the risk of money laundering to slip through their fingers.
'The most frustrating part is,' he sighed, 'we have to desperately understand everything about the client while also desperately protecting all their business secrets. This job is both exhausting and frightening.'
'The most frustrating part is,' he sighed, 'we have to desperately understand everything about the client while also desperately protecting all their business secrets. This job is both exhausting and frightening.'
When Stablecoin Transfers Want to Challenge the Experience of 'WeChat Red Packets': Plasma's Pragmatism and Ambition @Gege Wu
Not long ago, my childhood friend A Jie invited me to have a late-night snack, looking troubled. He is engaged in some foreign trade business in Shenzhen, mainly exporting electronic components to Southeast Asia. The business is not large, but it is quite tedious. He calculated an account for me: a recent payment of twenty thousand US dollars was sent by the customer via traditional wire transfer, and it took a week to arrive, during which the intermediary bank deducted nearly a hundred dollars in fees, plus fluctuations in the exchange rate, resulting in a significant loss. What's more frustrating is that a new client from Thailand wants to pay with USDT, and A Jie got a headache after researching it — just figuring out which chain to use (TRC20 or ERC20), how to set the gas fee, and how to ensure the payment arrives safely was enough for him to ponder for half a day. “I just want to simply receive a payment; why does it feel more complicated than doing foreign trade itself?” He took a sip of beer, looking helpless.
When Old Classmates Become 'Data Refugees': Why I Started to Take Walrus's 'Rebellion' Seriously @Gege Wu
Last month, my college classmate Old Chen called me late at night, his voice filled with exhaustion and anger. He runs a small design studio and has accumulated dozens of TB of design source files, renderings, and high-definition video materials over the years. To save himself the trouble, he stored all his materials on a well-known cloud drive and purchased the highest-level membership. As a result, last month, the platform suddenly froze his entire workspace on the grounds of 'possibly containing copyright dispute content.' The appeal process is as long as a maze, and the customer service replies are all templates. The project deadline is looming, but the team cannot access the core materials, nearly causing him to lose his most important client.
#plasma $XPL Looking at the screen as XPL falls to a new low of 0.07, thinking about how the project's rewards have been halved from an initial 500,000 to 245,000, I fell silent for a full minute. These two numbers side by side are more impactful than any complex chart. They bluntly tell a fact: the expected bubble is being rapidly squeezed by reality.😐😐
A halving of rewards is not just a numbers game. The initial 500,000 reward carried optimistic expectations of market enthusiasm, user growth, and capital inflow. Now that it has been halved, it is undoubtedly a cold shower for participants who came in due to early incentives.
The price dropping to 0.07 USD is a resonating result of the market voting with its feet. It is not just following the market's decline; it is a direct pricing of the doubts facing Plasma's narrative in the current harsh environment. When the grand story of "future payment infrastructure" encounters the pressure of continuous token unlocking, tightening liquidity in the overall crypto market, and the ecological progress still being early and unable to realize huge valuations, the process of the price seeking a bottom is bound to be painful and repetitive. The halving of rewards further weakens the community's short-term excitement from a psychological perspective, forming a negative cycle with the price’s gradual decline.
Now, I actually feel that the situation has become clearer. All the extravagant expectations—whether about a short-term surge in coin prices or about easily obtaining huge rewards—are being rapidly cleared away. The Plasma project is being forced to shed the guise of "wealth effect," revealing its most essential skeleton: does it actually have real users? Is its zero-fee transfer needed? Are the Maple interest-bearing assets it introduces being deposited by anyone?
What I care about is not just when the rewards will be distributed, but also those more straightforward on-chain data: the daily number of real stablecoin transfers (rather than mining transactions), the growth of independent active addresses, and so on…@Plasma
A halving of rewards is not just a numbers game. The initial 500,000 reward carried optimistic expectations of market enthusiasm, user growth, and capital inflow. Now that it has been halved, it is undoubtedly a cold shower for participants who came in due to early incentives.
The price dropping to 0.07 USD is a resonating result of the market voting with its feet. It is not just following the market's decline; it is a direct pricing of the doubts facing Plasma's narrative in the current harsh environment. When the grand story of "future payment infrastructure" encounters the pressure of continuous token unlocking, tightening liquidity in the overall crypto market, and the ecological progress still being early and unable to realize huge valuations, the process of the price seeking a bottom is bound to be painful and repetitive. The halving of rewards further weakens the community's short-term excitement from a psychological perspective, forming a negative cycle with the price’s gradual decline.
Now, I actually feel that the situation has become clearer. All the extravagant expectations—whether about a short-term surge in coin prices or about easily obtaining huge rewards—are being rapidly cleared away. The Plasma project is being forced to shed the guise of "wealth effect," revealing its most essential skeleton: does it actually have real users? Is its zero-fee transfer needed? Are the Maple interest-bearing assets it introduces being deposited by anyone?
What I care about is not just when the rewards will be distributed, but also those more straightforward on-chain data: the daily number of real stablecoin transfers (rather than mining transactions), the growth of independent active addresses, and so on…@Plasma
Today I chose $WMTX and $TRIA
30,000 transaction amount, loss is less than 1 dollar
For everyone's reference~
What are you all brushing today? How is the loss 😪😪😪
30,000 transaction amount, loss is less than 1 dollar
For everyone's reference~
What are you all brushing today? How is the loss 😪😪😪
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