以太坊现在就像还未启动Starlink的2014年版本的SpaceX。以前运气好的时候,总能碰到社区开发者涌现出创新方向,ICO-Dapp-Defi-NFT无一例外都是来自社区,EF自己力推的Layer2/ZK离实际商业太远,还是需要真正闭环的商业产品。
Tron的收入超过2-9名的总和,只靠USDT,不需要做这么多不赚钱的事情。
Announcing Ethlabs: a non-profit R&D lab for Ethereum and ETH
Our mission is to make Ethereum the settlement layer of the global economy.
The internet became global because shared protocols created a common language between networks. Private systems remained useful, but bounded. Finance is approaching a similar moment. As value, assets, and markets become digital, the world needs shared settlement infrastructure.
Ethereum is uniquely positioned to become that shared base layer, the neutral foundation on which users, institutions, and agents can transact without intermediation.
What we believe:
• We believe credible neutrality matters. Ten years of uptime and the lowest counterparty risk. Ground that cannot be pulled away by any one country, institution, company, or person.
• We believe ETH matters. The most valuable, programmable store of value. A decade of broad distribution, deep liquidity in onchain markets, and maximally trustless asset on Ethereum.
• We believe DeFi matters. Markets, liquidity, credit, exchange, and coordination, open to anyone.
• We believe adoption matters. Principles do not change the world until people benefit from them.
We sit between two worlds: real usage from the builders at the frontier, and the protocol that has to support it. We work with users, applications, wallets, L2s, infrastructure teams, institutions, ETH holders, core devs and researchers, then turn what they actually need into protocol work, shared standards, infrastructure, and shipped products.
Ethlabs is independent but Ethereum is a shared project. We are one node in a much larger network of stewards. This is the multi-node future.
We have spent the better part of the past decade contributing to Ethereum core research and development.
We are opinionated and transparent. We move with urgency, learn in public, and course-correct when we’re wrong.
We are building a lean, talent-dense team for people who want to do the most important work of their careers: [email protected]
XavierL (abc.eth) retweeted
Replying to @dego_finance
Thanks @dego_finance, congratulations on five years! 🥂
I won’t forget my 30 ETH #Dego NFT for the rest of my life.
That moment changed everything for me. 🫡🫡 #DegoFinance #NFT
大意了,自从@berachain TGE后离预期相差太远就没有继续撸@Lombard_Finance
如果放到今天应该可以多个3倍吧,可惜
If this is true, it would surpass X, with the largest electoral base having 20% ties to China.
East meets West :)
🚨 BREAKING: TikTok US Deal Finalized
Oracle, Silver Lake and Andreessen Horowitz will control TikTok’s US operations under a new 80/20 framework with ByteDance.
The impossible just happened:
• 80% US-owned (Oracle + Silver Lake + A16z + legacy investors)
• 20% Chinese-owned (ByteDance keeps a slice)
• American board with US government oversight
• New US-only app with separate algorithm from global TikTok
The Bottom Line:
This isn’t just a sale, it’s a complete rebuild. US users will download a new app that looks identical to current TikTok but runs entirely on American infrastructure with US-controlled algorithms. ByteDance licenses their technology but loses operational control. The result: TikTok survives, creators keep audiences, Washington gets data control.
XavierL (abc.eth) retweeted
Gtabi @TabiPayHQ
tip a creator by name, split a bill by friend list💢
最近大家都喷@morphnetwork 分享一些看法
大家喷它的主要原因是后续处理不当,失败并不是主要原因。
创业很多时候是苟住,支付确实是很难啃的骨头,面临许多来自银行和监管的挑战。
仔细研究会发现,支付赛道经常出现十亿级,甚至例如百亿级@Worldpay_Global 这种大额并购。因为支付不适合大干快上,适合区域化的精耕细作,每个地区的监管,银行系统,用户习惯,都是完全不同的,做好做深某个地区或场景才是护城河。对于头部玩家而言,溢价并购区域龙头都是可以接受的。
再说说U卡,确实有很多坑,但也确实有用。几个月来@TabiPayHQ 目前不收任何卡的费用,也不收任何手续费,都是我来给大家做补贴(当然这或许是暂时的)控制在一定的规模,谨慎的做。
目前现在已经有绕过U卡的支付手段,但只能在一些区域进行,这种形态才能避开U卡非常坑的方面。
关于wlfi被冻结以及OKX下架全家桶的一点看法:
wlfi的资产是去中心化的,合约(履约)是中心化的,所以和去中心化没啥关系。
OKX下架JST,BTT都能理解。WBTC就不同了,无论是生态位,链上交易量可以说和下架完全沾不上边,这时候下架WBTC,就不是正常的业务导向,那么意味着什么?
交易所最懂其他牌桌上的玩家在玩什么,可以理解为OKX发现了什么风险,主动提前剥离?
XavierL (abc.eth) retweeted
The reality is that for developing countries, embracing cryptocurrency payments is the way to leapfrog ahead.
China's mobile payment system is a great example; it doesn't require the same developmental path as the United States, where one must first obtain a bank @Visa and still use credit cards. In China, people can directly use @Alipay and @WechatPay , which is much more convenient.
Tabi wants our quality of life to improve, so we have to be smart, we have to learn to use it, that's why I tried to present it in presentation. As a result, Tabi will be on everyone's lips. 💢
@TabiPayHQ @Tabichain @Tabizens
看了cz在香港的发言,如果把互联网对标区块链,现在更像是00年之前,互联网泡沫未崩之前。
现在最大的区块链应用是cex和稳定币,大量交易都在cex,大部分商业还和区块链没太大关系,链上地址&身份尚未普及,合约交互授权对于普通人来说门槛太高。
不要高估短期效应,而低估了长期的价值,耐心。
XavierL (abc.eth) retweeted
Replying to @Cointelegraph
520,000 Hyperliquid users generating $330.8B vs 26.5M Robinhood users generating $237.8B.
That's $636,000 volume per user vs $9,000. Power user concentration creates exponentially higher unit economics on decentralized platforms.
Sophisticated traders migrate first, bringing disproportionate volume. Retail follows infrastructure, not the reverse.
Second-order insight: Traditional platforms optimize for user acquisition. DEXs optimize for user intensity.
Entirely different games.
XavierL (abc.eth) retweeted
Imagine this: a creator on TikTok gets a tip from a fan in another country.
Right now, platforms and banks take a huge cut.
Tabipay changes all that. It's a new financial layer on TikTok using Web3 tech so that creators can finally accept payments and tips from anyone, anywhere, seamlessly.
@Tabichain @TabiPayHQ @tabichaincn @Tabizens @tabi_kr
嗯,典型的硅谷创业演员。
好学校>大公司>修饰履历>跟着大哥创业>结交人脉>参与播客>功成身退>得到好声誉>准备新角度>开新盘子>融资…
实现了伟大美国梦。
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