Algorithmic crypto trade setup & research. Transparent track record since 2023. Use our platform at https://teapawt.org/t.co/6hx6zguGzX. Automated outlook account @luxquantalgo
Taiwan
Joined May 2025
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LuxQuant Crypto retweeted
Last month, in practice.
Ten calls peaked above +200%. The top one, AKE, peaked +𝟭,𝟭𝟱𝟳% — and every row opens its own proof: entry, targets, chart before and after.
Big winners are easy to screenshot, though. What matters is what the losers cost. Next.
LuxQuant Crypto retweeted
Had a great convo with Lisa from 天下雜誌.
Taiwan is like a second home. Many of my childhood friends were Taiwanese. That's why my Mandarin carries a Taiwanese accent. 😄
We talked about the early Binance days, family, and what I’m focused on now.
cw.com.tw/article/5142079
LuxQuant Crypto retweeted
"I lost a lot of trust."
In this episode of @CoinDesk Spotlight, @cz_binance joins @JennSanasie to reflect on Binance, his return to the U.S., and the lessons he learned when everything changed.
00:00 Welcome to CoinDesk Spotlight
00:20 When CZ First Realized Money Mattered
03:08 A Frugal Mindset and Why He Never Took On Debt
04:35 His Father's Journey to Canada
06:30 Freedom of Money vs. Financial Freedom
08:28 Why CZ Wants to Spend More Time in the U.S.
11:52 Binance, U.S. Rivals, and Regulatory Pressure
14:39 Losing Trust - and Why the U.S. Constitution Is a "Great White Paper"
17:17 The Next Administration and the CLARITY Act
19:11 Reflecting on 2022: Was Crypto Too "Drunk" on Hype?
21:36 How AI and Crypto Are Merging
25:17 Crypto's 2026 Challenges
28:03 Inside CZ's Four Months in Prison
31:18 Why CZ Donated $2M to Prison Reform
32:57 What Inmates and Guards Asked Him About Crypto
36:26 Writing His Book: "A Conversation With Myself"
39:15 The Weaknesses and Strengths Prison Revealed
41:17 CZ's Advice to Founders
44:22 Why Most of His Wealth Is Still in BNB
45:31 Binance's Largest Shareholder, But No Longer Running It
48:56 On Legacy: "Be Happy With Myself"
LuxQuant Crypto retweeted
관심을 가질만한 가치가 있음
특히나 94.5대 5.5비율로 Aerodrome과
함께 병합되는 Velodrome도 의미가 있음
7월에 이 둘은 Aero라는 단일 토큰으로
새롭게 태어남
베이스 네트워크 중심에서
이더리움 전체로 확장됨
코인베이스가 구상하는 것을 실현하기 위한
가장 핵심적인 업데이트가 곧 드러난다
아무도 한국에서 이걸 이야기하지 않는다
잘 기억해둬라
Dubai B가 유일하게 이야기하고 있다.
2024년 봄부터
AERO does 38% of uniswap's volume, distributes 100% of swap fees to veAERO holders, generates $4.2m/month in revenue, and trades at 8.5x P/S. uniswap trades at 61.9x. standard chartered just put a DCF model on UNI which means someone in tradfi will eventually run the same spreadsheet on AERO and have an uncomfortable conversation with their risk desk. ethereum mainnet launch scheduled before july 6, predictive allocation replacing governance voting with prediction markets for liquidity routing. $134m in annualized fees, $467m market cap. i'm a few trading levels above you if you need me to explain why that ratio is mispriced
LuxQuant Crypto retweeted
coinbase ventures just did its largest ever onchain token purchase buying AERO on the open market like every other participant then locked all of it as veAERO. $20m+ at 3.9x annual revenue. uniswap trades at 61.9x. aerodrome does $134m/yr in fees, distributes 100% to lockers, controls 47% of base TVL. aero merger with velodrome goes live july 2 deploying to ethereum mainnet. coinbase is buying governance control over its own L2's liquidity monopoly without paying a control premium. think about why they are still buying more
LuxQuant Crypto retweeted
“Peter Thiel says that to be an entrepreneur you have to be contrarian—and right.”
“You have to be comfortable looking stupid for like a long time.”
“When I was calling those banks and saying: Hey we're a crypto company want to do this? They would hang up on me.”
“I'd go pitch the 30th venture investor and get a no.”
“We're willing to be misunderstood for a long time.”
“Entrenched interests will fight you.”
“Everything that's truly innovative and
breakthrough is going to upset an entrenched incumbent, eventually intersect with the government, and just
piss off some segment of the population who are like “How dare you question the status quo?”
— @brian_armstrong founder of Coinbase.
LuxQuant Crypto retweeted
44% of onchain BTC and FX volume now runs through Base and Aerodrome.
I hold veAERO, so that isn't a flex to me 100% of those swap fees route to voters.
The next category they named: equities. Each one they win just funds the next. 🔵
LuxQuant Crypto retweeted
people are realising what $AERO is all about now
xiao
Standard chartered gave its analysis on $UNI (@Uniswap) and mentioning how it can 40x by 2030, i think this is ultimately bullish for the entire liquidity/DEX sector and that flows positively to $AERO as well given that $AERO is the leading and largest DEX and primary liquidity hub for BASE
Big banks like Standard Chartered getting bullish on DEX infrastructure further support the narrative, with @aeroxyz being one of the strongest implementations of this model ve(3,3) tokenomics, deep liquidity, high fee revenue
deserve alot higher imo
LuxQuant Crypto retweeted
Aerodrome 2天逆势上涨了30%，ve33改版是原因之一，另外是Coinbase也在这个时候宣布了进军股票代币化， @jessepollak 在Take Control发布会上推进全球资产上链。
这些都将在Base链上发行，对Aero来说是实打实的增量，另外还有Base一直在建设的Agent经济。
如果你相信Base，那么就得相信Aerodrome。
ve33大概率将退出历史舞台，Aerodrome在7月要上线的新版本对ve33的几项改进都是极具针对性的。
Aerodrome指出的ve33存在的最大问题就是滞后性，池激励每周投票更新一次，且投票趋势都是基于历史表现，比如上周Pool A的表现好，那么投票多数在下周还会集中在A，这对于新Pool非常不友好， 对某个新Pool的爆发潜力也是基本感知不到的。
新的设计取消了vetoken，改成sAERO（可随时转移了），取消了epoch每周投票这个设定，而是可以随时调整投票。AERO 奖励也是以streaming的形式连续发放到Pool gauge，同时fee也是实时积累返给sAERO，看起来改动不大，但实际上Pool、LP、holder三者的关系发生了巨大变化。
原来的设计，投票和激励获得都是有滞后性的（1周），而手握票权的veAERO，想要获得更多的fee分成，那么就要判断未来表现好的Pool，在老机制里，这基本是没什么办法的，只能去选历史表现好的Pool，因为你即使判断下周有一个新Pool会爆发，你去押注它的性价比也极低，这1周的窗口期选错就会损失大部分收益，基本没有人会去做这种前瞻性的预测，而是不停的追数据好的Pool，一旦一个Pool成为“历史赢家”，它会持续吃排放，即使用户开始怀疑它未来会变差，也很难快速切换（1周的硬性周期），明显这对于新Pool来说不友好。
把epoch改掉之后，灵活性大大提升，预测正确后的放大效应更强，预测错误后的止损速度也更快，这会让整体资本配置效率更高。
进一步思考，这种实时、可动态调整的设计天然更适合 AI Agent 进行自动化决策和频繁调仓，这也是Aerodrome一直在做的适合AI接入的dex这样一个故事，原来的vetoken模型则是很难的。
LuxQuant Crypto retweeted
Predictive Allocation is something entirely new.
Worth a read. 👇
coindesk.com/tech/2026/06/12…
LuxQuant Crypto retweeted
SoftBank CEO Masayoshi Son just named the next trillion-dollar bet: physical AI and robots.
LuxQuant Crypto retweeted
Yi He was just named one of Fortune’s Most Powerful Women in Business.
From a small-town girl in China to helping build a platform serving 320M+ users globally, her story is bigger than crypto.
It's a story of vision, resilience, and helping shape a new industry.
🧵👇
LuxQuant Crypto retweeted
.@Binance users can now trade 7,000+ stocks and ETFs, with zero commission.
This is a major step toward becoming the multi-asset financial super app our users deserve.
fortune.com/2026/06/01/binan…
LuxQuant Crypto retweeted
Here we go.
来了。
Welcome to a new era.
Trade the brands you love.
Direct Stocks. ETFs. Available 24/5.
👉 binance.com/en/stocks-landin…