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EricHSU_eth
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This should be the final score, it won't be more than this
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#LighterDEX
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EricHSU_eth
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GM☕️ 后知后觉,才注意到 @solana Firedancer 经过三年终于上线了。 Firedancer 真正厉害的地方,不是快,而是:Solana 不再只有一条命。(以后应该宕机的情况会少很多吧🤓) 基建走到这一步,才配谈长期。
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@Lighter_xyz 系统更新,新增了空投分配弹窗。 可能为接下来的TGE做准备了。 意味着空投无需登记,直接领取
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GM,周末愉快☕️ 错过了凌晨 x402x cat 的铸造,图片还蛮顺眼的,早上扫了几张,#x402 支付协议我一直觉得很有意思的🐱 我摘抄 AA 老师的总结:「通过 EIP7702,让卖家 EOA 直接拥有支付逻辑。 这样就可以在免 gas、最小信任的条件下,支持 ERC20 Permit 等代币标准。」 PS:其实主要小图片是猫,我个人很喜欢猫🤣
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GM☕️ 这两天明显关于 @StandX_Official 的投放比较多,感觉好事(TGE)将近了。 Perp 我是真卷不动,自己的策略很简单:存了点钱在 Vault,每天开关单交易两次。给点猪脚饭就行🙏
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Erichsu's Dailyshare: 有个钱包项目要卖币了,看看这钱包你用过吗? @rainbowdotme 将于北京时间 2025 年 12 月 12 日凌晨 1:00 开启发售代币 $RNBW 。长话短说的聊聊我的看法: 1. 销售估值 FDV 定在 $100m,$0.1 USD 的价格中规中矩不算高,官方自称是基于上一轮私募估值的 33% 折扣。 我查了一下,早在 2022 年 2 月,Rainbow 就获得了 $18m 的 A 轮融资(是的,就是这么古早的项目了😮💨),结合当时的热度和通常的稀释比例,当时大概的估值就是 150m ~ 200m 这样子。 2. 值不值得塞? 我觉得就考虑了两个方面,是否有热度,产品长期是否有价值? 1) 热度 明显感觉得到,前阵子 TGE 塞钱的热潮已经褪去了。另外,不管是否是信息茧房,我的推特时间线过去一段时间没看到过任何 Rainbow 的相关文章,所以项目本身热度很低;再来看看 Coinlist,真的难顶,我在 CL 参与了 Token logoBlockchain $OBOL、$FLEEK 都特么死得不要不要的,所以我认为 Coinlist 的打新效应也很差。 2) 产品本身 这个问题更好回答了,问问自己,你平时用哪个钱包,OKX?OneKey?Rabby?MetaMask?🤷 我去 DeFi 羊驼搜了一下 Rainbow 钱包的数据,然后和 Trust 钱包的数据进行对比,给大家参考一下(我没有去比较 MetaMask OKX 等,因为不在一个数量级……)。 我承认 Rainbow 钱包的口碑还是不错的,但是实际变现能力非常差,交易频次、TVL 都远不如头部钱包,这可能也解释了为什么 Rainbow 如此急需发币。 3. 个人碎碎念 我个人不打算参加了,逻辑说不通,没法说服自己。撸空投可以,让我拿钱出来,不行🙅 硬要瞎猜一下开盘走势,可能开盘向上插个 $0.15,然后横盘 $0.08~$0.10。瞎猜的又不用负责🤓 感兴趣的可以去 CL 注册: https://offers.coinlist.co/o/rainbow
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