Don't Hunt Fugazii #BINANCE KOL|KOL Manager/Advisor|
Joined April 2023
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Cipher X retweeted
Multiple chains, one coins.
BNB 链又要搞一条新L1
在BNB Chain的官方文档在10月22日更新了New L1计划。
🚀不是简单给BSC升级，而是准备重新设计一条全新的高性能L1。在文档里没有标注新链名称，标注为TBD（待定）。
看了下，几个关键信息：
1、再造一条新L1，不是替代BSC。
现有 BSC继续运营，新L1与BSC 并存，通过原生跨链桥连接。
BSC继续承载现有庞大的DeFi和应用生态，新L1则专门服务那些对交易速度、延迟和性能要求更高的业务。
2、不发新币，继续使用BNB。
新L1不会发行独立代币，继续使用BNB作为Gas、质押和治理的核心资产。这么看是做增量，如果新L1能承载更多交易、支付和泛金融业务，其实对BNB的需求也是更大的。BNB现在价格743，这下子又有预期了。
3、交易性能是重点
200毫秒出块，约20毫秒交易预确认，亚秒级交易排序等。明显是冲着高频交易、链上订单簿、支付等场景去的。
这两年Hyperliquid、Lighter、Aster等交易平台的发展，也让大家看到交易基础设施的重要性。
4、上线时间。
文档里说已经运行内部多验证者开发网，但还没有公开测试网或主网，计划2026年底推出测试网，2027年初推出主网。（握草，这不马上就快来了么？）
5、为什么要搞新链
大家对BSC的印象，更多是手续费便宜、用户多、Meme活跃，背靠币安生态。这次重新做一条L1，释放了一个很明确的信号：BNB Chain不满足于只做通用公链，而是要进一步争夺高性能链上金融基础设施的市场。
很大一部分原因丰密我觉得应该是Perp dex带来的压力与未来的潜力， 以前大家觉得链上交易只是中心化交易所的补充，现在越来越多的交易需求转向链上，最近一段时间链上Perp的日交易量合计都接近币安合约的1/3，虽然有积分激励等因素，但这个趋势是不容忽视的。
对于我们普通用户：
值得关注的是新L1开放测试网后，除了重点关注哪些新协议、新玩法和早期生态机会，
还有哪些是可以重点👀的！
@BNBCHAIN @binancezh
Cipher X retweeted
We’re hearing more about bonds. But how well do we understand them?
What does yield tell you? Why do bond prices fall when interest rates rise?
Our new, free @BinanceAcademy course breaks down.
👉 binance.com/en/blog/educatio…
Cipher X retweeted
As crypto becomes part of mainstream financial infrastructure, the standard expected of major platforms will keep rising. That's how it should be.
Compliance, security and user protection are the foundation of everything we build.
Cipher X retweeted
Which other blockchain burns $1.1 billion worth of tokens each quarter?
The 37th quarterly $BNB token burn has been completed directly on BNB Smart Chain (BSC).
~1.64M $BNB has been burned, worth approximately $1.197B USD 🔥
View the details of the burn below 👇
bnbchain.org/en/blog/37th-bn…
Cipher X retweeted
~1.64M $BNB has been burned, worth approximately $1.197B USD 🔥
The 37th quarterly $BNB token burn has been completed directly on BNB Smart Chain (BSC).
~1.64M $BNB has been burned, worth approximately $1.197B USD 🔥
View the details of the burn below 👇
bnbchain.org/en/blog/37th-bn…
Cipher X retweeted
More than a milestone.
bStocks crossed $1B in AUM.
Cipher X retweeted
$0 → $1B in AUM in just four months. 🚀
What encourages me most is how people are using bStocks.
They’re not just holding. They’re actively converting and trading, highlighting demand for tokenized stocks that offer greater flexibility beyond traditional market hours.
Cipher X retweeted
Interesting to see the IMF highlighting this.
61.5% of tokenized equity trading on @binance bStocks takes place outside regular US market hours.
A pretty strong signal of demand for 24/7 markets, and how investor behaviour is already shifting.
More than half of trading in tokenized equities takes place outside regular market hours. The demand for 24/7 access is real. The challenge is building markets that are also deep, liquid, and resilient. Learn more in our GFSR chapter on tokenization: imf.org/en/publications/gfsr…
Cipher X retweeted
There’s more happening in tokenized markets than issuance alone.
Pre-IPO perps activity is increasing, while tokenized stocks are seeing greater use across DeFi, according to Binance Research’s latest report.
Cipher X retweeted
The opBNB block explorer has migrated 🔎
Explore all things opBNB, from transactions and blocks to wallet activity 👇
opbnbscan.com/
The previous explorer (opbnb.bscscan.com/) is now deprecated, so be sure to update your bookmarks.
Cipher X retweeted
One security tip.
When you buy a hardware wallet (or download a new software wallet), leave it for a couple of weeks before moving any meaningful amount of funds to it.
And follow the news in those weeks (and after), for hacks, etc. Hardware can be tempered with, software official website can be hacked. Self custody comes with extra responsibilities.
I wrote about this 6 gears ago here binance.com/en/blog/from-our…
Stay SAFU!
⚠️ Beware if you use a Ledger hardware wallet, especially if you bought one recently.
Based on information so far, it seems to be localized to a supply chain attack with one vendor. A small number of people probably bought fake (or tampered) Ledgers.
Ledger is one of the most secure and oldest hardware wallets in the industry. Stood the test of time. But these things happen.
I expect and know all BNB ecosystem players (and all industry) to help trace and recover the funds.
Cipher X retweeted
On Jan 8 this year, @GiggleAcademy was teaching 100,000 kids.
On Oct 8 (today), Giggle is teaching 2 million kids.
Thank you for your support for free education to millions of kids! 🙏
Cipher X retweeted
Verify rather than blindly follow.💁♀️
Validate it for yourself. 🔐
Binance Proof of Reserves lets anyone verify that user assets are backed 1:1.
Check out October’s latest PoR update here 👉 binance.com/en/proof-of-rese…
Cipher X retweeted
🔥 NEW: BNB Chain is now supported on Phantom, letting users trade on the network after updating to the latest version of the app.
Cipher X retweeted
Appreciate the thoughtful words, @Cipher2X !
A lot of blockchain projects talk about infrastructure
But the real question is what developers can actually use.
That’s where @autheo_network gets interesting to me.
Autheo is building infrastructure for developers and applications, covering:
• Compute
• Storage
• AI services
• Identity
$THEO is used across the ecosystem for:
• Transaction fees
• Validator staking
• Network compute
• Storage
• AI services
• Identity operations
THEO is also going live on @MEXC on October 1
So yeah, I’m in
LFG.
mexc.com/exchange/THEO_USDT
Cipher X retweeted
IPOs are moving on chain.
Tokenized equities have grown quickly. Now, more parts of the equity lifecycle are moving to blockchain, including trading, settlement, and pre-IPO price discovery.
The way we access and trade shares is evolving.
binance.com/en/blog/ecosyste…
