我会赢的我保证

是这样

25 years, enough for a generation to transition from youth to middle age, and enough for a technology giant to struggle to rise from the ruins of a bubble, completing a profound self-reconstruction. Cisco's stock price broke $80.25 on December 11, 2025, finally surpassing the peak during the internet bubble of 2000.
The peak of frenzy: During the '.com' craze, Cisco's valuation logic was completely reshaped. Investors no longer focused on traditional profit indicators, but firmly believed that its network equipment was the 'pipeline' for internet data flow; as long as internet users grew, Cisco's value would soar infinitely. This frenzy pushed its market value to a peak of over $500 billion in March 2000, briefly making it the highest-valued company in the world.
The brutal collapse: After the bubble burst, the reality was incredibly harsh. With countless internet companies going bankrupt, corporate IT budgets plummeted, and Cisco's order volume shrank sharply. By the end of 2002, its stock price had collapsed by about 90% from its peak, with a market value evaporating by over $440 billion, leaving only about $60 billion. The company was forced to lay off a large number of employees and shrink its business, with many employees' stock options turning into 'waste paper,' and investor confidence completely shattered.
Cisco's stock price curve is indeed more than just a cold figure of capital; it resembles a footnote to the youth of a generation of investors. It reminds us that while the market can return to its peak, the youth and opportunity costs taken away by time will never return. This inability to 'go back' is precisely the lesson that the capital market teaches us to remain cautious.

害昨天没分

Harm, I hope I don't step on a landmine

25 years is enough for a generation to transition from youth to middle age, and it is also enough for a technology giant to struggle to rise from the ruins of a bubble and complete a profound self-reinvention. Cisco's stock price surpassed $80.25 on December 11, 2025, finally exceeding the peak during the 2000 internet bubble.
The peak of frenzy: During the '.com' craze, Cisco's valuation logic was completely reshaped. Investors no longer focused on traditional profit indicators, but firmly believed that its networking equipment was the 'pipeline' for internet data flow; as long as internet users grew, Cisco's value would rise infinitely. This frenzy pushed its market value to over $500 billion in March 2000, making it the highest-valued company in the world at one point.
The cruel collapse: After the bubble burst, reality was incredibly harsh. With countless internet companies going bankrupt, corporate IT budgets plummeted, and Cisco's order volume sharply declined. By the end of 2002, its stock price had fallen about 90% from its peak, with a market value evaporating by over $440 billion, leaving only about $60 billion. The company was forced to lay off a large number of employees and scale back its operations, with many employees' options turning into 'waste paper,' and investor confidence completely collapsed.
Cisco's stock price curve is indeed not just a cold number of capital; it is more like a footnote of a generation of investors' youth. It reminds us that the market can return to its peak, but the youth and opportunity costs taken away by time will never return. This 'irretrievability' is the lesson that the capital market teaches us to remain the most cautious.

No more points 😭😭😭

Today worn 1.85u

December 11#ALPHA🔥 Airdrop Cysic (CYS)
Cysic is a full-stack computing network designed to convert GPU, ASIC, and computing resources into liquid and profitable assets. Its products include the ZK proof layer Cysic Network, Cysic hardware (GPU, ZK Air, and ZK Pro), and Cysic AI.
Financing situation: Two rounds of financing totaling $18 million
Maximum supply: 1 billion
Circulating supply: 160.8 million
Token distribution:
Ecosystem incentives: 40.19%
Investors: 23.62%
Community incentives and liquidity: 16.08%
Foundation treasury: 8%
Contributors: 12.11%
Domestic project
Technical team:
Xiong Fan is the co-founder of Cysic and was previously a cryptography researcher at Algorand. He graduated from Sichuan University and holds a Ph.D. in Computer Science from Cornell University.
In terms of technical applications (big picture):
The ZKP acceleration project Cysic Network announced a collaboration with Ethereum L2 Scroll to integrate zero-knowledge computing capabilities into the blockchain to accelerate Ethereum's scalability.
Cysic is already developing two hardware products, ZK Air and ZK Pro, which are scheduled to launch in 2025. The design intention of these two products is to manage a large number of transactions without affecting speed or security. Cysic stated that it will prioritize "supporting the latest verification technology of Scroll on hardware products". ZK Air is a portable solution that accelerates ZK proof generation in various environments. The design of ZK Pro is similar to traditional mining equipment, focusing on enhancing the ZK proof generation for large-scale applications.
Meanwhile, Cysic's testnet Cysic Network will launch Phase II this month, allowing users to participate in Scroll's ZKP proof and acceleration by contributing computing power and earning rewards.
The number of followers on X is 178.6k people.

No points left

December 11#ALPHA🔥 Airdrop Talus Network (US)
Talus Network was established in 2023 and is a blockchain platform focused on decentralized artificial intelligence. The network leverages the powerful capabilities of Move, emphasizing security, speed, and an enhanced developer experience. Talus Network creates a future that empowers users in a fair and accessible manner by cultivating a diverse ecosystem of intelligent agents for decentralized applications.
For example, in DeFi, monetizable intelligent agents optimize various liquidity provision strategies across protocols and chains. In gaming, they act as autonomous agents deployed by players or guilds to collect resources on their behalf.
Funding status: The first two rounds of funding totaled $9 million, the specific amount for the third round has not been disclosed.
Total supply: 10,000,000
Network: Sui Standard, Sui Mobile Design
Fixed generation supply: 0% inflation, deflationary mechanism, driven by demand
Community and ecosystem — 30%
Foundation — 20%
Investors — 20.5%
Core contributors — 22%
Self-funded and airdrop projects — 7.5%
Technical team:
Mike Hanono is the founder and CEO of Talus Network.
Ben Frigon is the COO of Talus, previously working at
Distributed Global and Movement Labs.
The project's conceptual token flywheel (the big picture):
The design concept is simple: real usage → real demand → stronger tokens → a stronger ecosystem.
This model avoids inflation emissions, unsustainable returns, and the short-term speculative dynamics that lead to the collapse of most token economies.
It is built around a flywheel completely driven by verifiable usage on the network.
At the core of the Talus network is a simple yet powerful feedback loop:
Applications → Workflows: more agents, more tools, more workflows.
Workflows → Revenue: each workflow requires a coordination fee to be paid.
Revenue → Token demand: fees convert to $US, scarcity continually increases.
Scarcity + Utility → Appreciation: stronger tokens attract more builders and operators.
More builders → more tools and agents: this leads to more applications, more workflows, and more economic activity.
#Airdrop Share

An An airdrop has disappeared

December 9 #ALPHA🔥 Airdrop Humidifi (WET) Launch
At the same time, Coinbase has announced that Humidifi (WET) will be included in the coin listing roadmap.
HumidiFi is an AMM DEX based on Solana.
HumidiFi's trading volume in November accounted for 35% of the trading volume of Solana's ecosystem DEX, ranking first, and its single-day trading volume on December 2 also reached $1.048 billion, showing strong and sustained activity.
Financing platform: Jupiter DTF (Decentralized Token Formation Platform)
Total valuation (FDV): Public round: $69 million (public fundraising at the beginning of December)
Total token supply: 1 billion $WET
Economic model of WET. The total supply of WET is 1 billion, with the following specific allocations:
10% allocated to the pre-sale activities of the Jupiter DFT platform, with no lock-up restrictions;
40% allocated to the foundation, of which 8% will be unlocked at TGE, and the remaining portion will be unlocked in installments over 24 months, unlocking once every 6 months;
25% allocated to the ecosystem, of which 5% will be unlocked at TGE, and the remaining portion will be unlocked in installments over 24 months, unlocking once every 6 months;
25% allocated to the team (Labs), with no token unlock at TGE, and then unlocked in installments over 24 months, unlocking once every 6 months.
The image below is an overview of the two founders.

I gave up directly with 230 points yesterday, is there still a chance today? 😂😂😂

I didn't even look at the 230 points yesterday😭😭😭

December 09 Privacy Track Airdrop Midnight (NIGHT)

The Midnight Network is a cutting-edge privacy-focused Layer 1 blockchain network launched by Charles Hoskinson. (Charles is also the founder of $ADA )

Recently, the explosive popularity of $ZEC has drawn attention to the privacy track. This time, five major exchanges—OKEx, MEXC, Bybit, Gate, and Binance—rarely listed the tokens simultaneously. At the same time, Gate invested 1.25 million NIGHT to launch Launchpool, MEXC announced zero trading fees on the day of listing, Bybit initiated a trading competition, and OKEx provided deep liquidity support, making it feel like a major exchange is placing a new bet on the privacy track. With support from the Midnight community based on Cardano, it remains to be seen whether this will bring surprises.

Project Vision:
Charles Hoskinson once stated that the creation of Midnight aims to build a system that protects users' fundamental freedoms (such as freedom of association, business, and speech) in an era of increasingly strict data monitoring, allowing users to control personal data while meeting necessary compliance requirements.

Ecosystem Relationship:
Midnight is designed as a sidechain of the Cardano ecosystem, focusing on solving privacy issues, which fills the gap in privacy protection within the Cardano ecosystem. The two are closely related in terms of technology and development.

85.2% of NIGHT tokens are allocated to the community, and community tokens will be unlocked in four phases over 360 days. This proportion far exceeds that of most blockchain projects, reflecting Midnight's commitment to the concept of decentralization. Only 8% of the tokens are allocated to the team, and they also follow a gradual unlocking rule, further enhancing community trust.

December 6 news, from industry sources, it has been learned that recently the Asset Management Association of China revised the "Guidelines for Performance Evaluation and Compensation Management of Fund Management Companies" and renamed it to "Guidelines for Performance Evaluation Management of Fund Management Companies (Draft for Comments)" and issued it to various fund managers. Relevant documents indicate that the "Guidelines" consist of 7 chapters and 32 articles, with the main revisions as follows:
First, clarify the requirements for compensation management of fund companies;
Second, reform the performance evaluation mechanism of fund companies;
Third, establish a mechanism that binds the interests of investors;
Fourth, clarify the calculation methods for indicators, personnel scope, and other requirements.
The "Guidelines" primarily guide fund managers to establish and improve a performance evaluation and compensation management system centered on fund investment returns.
For example, in terms of fund manager compensation, if the product performance over the past three years is more than ten percentage points below the performance benchmark and the fund's profit margin is negative, their performance compensation should significantly decrease compared to the previous year, with a reduction of no less than 30%. It requires fund companies to fully establish a performance evaluation system centered on fund investment returns, incorporating indicators such as actual profit and loss of products, performance benchmark comparisons, etc., and clarifying that the proportion of medium to long-term indicators over three years should not be less than 80%. It requires fund companies to establish a total compensation management mechanism, optimize the internal compensation distribution structure, and expand the scope of personnel with deferred payment amounts of no less than 40% to include the chairman, senior executives, heads of major business departments, branch heads, and core business personnel.

Today #ALPHA🔥 wear 1.7u, trading volume 3.3w
The number of active users on alpha has also dropped a lot in the past few days, falling from three hundred thousand.
I saw someone grinding points and forgot to sell the coins in the end, left it for a day and then it dropped a lot. My method is: set the alpha available only for the capital account, and then put the remaining u into wealth management. When grinding, transfer a portion of money from spot to capital, and then after grinding, transfer it back to the spot account. It’s best if this money starts as an integer, for example, if it’s a transaction of 560, then put 700u, this way you can also see how much u is worn out in a month.

Today #ALPHA wear 1.67u, trading volume 3.3w
This afternoon at 18:00 # Airdrop Share Power Protocol (POWER)
Power Protocol was established in 2024 and is an infrastructure layer for building a unified ecosystem for blockchain entertainment. It supports popular games like 'Fable' as well as emerging studios, global IPs, and AI native products.
Maximum token supply: 1.0B
Circulating supply: 210M
Financing situation not disclosed, but there are financing institutions listed on the official website, and a game has already been launched on the official website.

Binance founder Zhao Changpeng and Wall Street gold bull Peter Schiff engaged in a public debate in Abu Dhabi, Middle East, about the value of Bitcoin and gold. Here are the key takeaways from this debate:
The theme of the debate was 'Bitcoin vs Tokenized Gold', ostensibly a dispute over asset value, but in reality, it involved a deeper discussion about the essence of currency and the future financial system.
Character representatives' core arguments:

Zhao Changpeng emphasized Bitcoin's transparency and the convenience of cross-border transactions, believing it to be a superior modern financial tool. He criticized tokenized gold for still relying on third-party custodians, failing to break free from the trust shackles of traditional finance.

Peter Schiff defended gold as the 'eternal value' that has been the cornerstone of human trust for five thousand years. He expressed skepticism about the inherent value of Bitcoin and believes that the business models of companies like MicroStrategy, which hold large amounts of Bitcoin, carry risks.

🌍 Debate Background and Bigger Picture

This debate is not an isolated event, but a climax in the broader context of the Middle East actively embracing Web3 and digital asset transformation.
The strategic ambition of the Middle East: The UAE's Minister of State for Artificial Intelligence revealed the country's '2030 Blockchain Strategy' during the event, planning to invest $20 billion over the next decade to build digital infrastructure, with the goal of becoming a global Web3 hub. This indicates that the region's development focus is shifting from oil to a code-driven digital economy.

Capital Undercover War: Beyond the debate, more attention is drawn to capital movements. Reports suggest that major Bitcoin holder Michael Saylor is in talks with the Abu Dhabi royal family for a Bitcoin reserve plan worth up to $5 billion. This reflects that cryptocurrency is becoming a new battlefield for strategic competition at the national level.

Summary

In conclusion, today's debate transcended the simple 'digital gold' versus 'physical gold' dispute, becoming a direct clash of old and new financial worldviews. Zhao Changpeng's appearance and his statement of 'seeking freedom within the rules' also mark a new stage for the cryptocurrency industry in seeking integration and balance with traditional regulatory frameworks.