Powerpei

On March 28th, in the East 8th Zone, three tokens are about to be unlocked:

Moonbirds: About to unlock 27.08 million tokens

Plasma (XPL): About to unlock 88.89 million tokens

Sign: About to unlock, valued at approximately 4.39 million USD

Market liquidity may fluctuate, be sure to pay attention in advance～

This morning, just after brewing tea, a few brothers in the WeChat group were frantically slapping their thighs

Spreading rumors that Jensen Huang personally called out a certain AI coin on the show, and those who didn't get in are suffering losses

As someone with a severe information cleanliness obsession, I specially went to dig up the original recording of that All-In Podcast

After listening, I just laughed

Old Huang indeed mentioned Bittensor, but he wasn't leading any trades

His exact words compared it to a modern version of "Folding@home"

Which is the classic project from years ago that relied on internet users donating idle computer power for research

He acknowledged that this is an "incredible technological achievement," proving that decentralized training is feasible

But there is a huge logical gap that retail investors automatically overlook:

The difference between "a feasible volunteer experiment" and "a commercially viable productivity tool that can compete with OpenAI" is vast.

Old Huang neither said it would replace the giants nor gave it any commercial endorsement

On the market, emotions have pulled it up by over twenty points in a day, completely a result of celebrity effect combined with FOMO-induced impulses

The decentralized AI track indeed has vitality, but currently 99% of the pain points remain model quality and real adoption rates

Receiving verbal praise from the top is good, but if one takes this as a "premonition of acquisition by big companies" and buys in at a high position, it is purely providing liquidity

After this wave of emotional selling, there will definitely be a pullback. Those who really want to take positions should wait until the tide recedes to see the real support level before acting. Don't buy into others' profits at this critical moment.

Recently, I watched several DePIN projects that implement physical on-chain solutions.

I went in to check the backend data, and more than half of them are fake nodes disguised using cloud servers.

This brings up a very practical question:

When general-purpose robots are really running everywhere and start earning cryptocurrency on their own, how do we prevent someone from using a bunch of virtual scripts to cheat for wages?

I carefully went through the least popular chapter in the white paper of @Fabric Foundation and found that these people have already sharpened their knives.

They designed a mechanism called Security Reservoir (安全储备池) and Work Bond (工作保证金).

The gameplay is very crude and direct: Want your robot to enter the network and take orders?

Fine, first based on your computing power scale, put down real money of $ROBO on the table.

Placing money is not the end of it.

If the system detects that you are faking hardware identity or falsely reporting task progress,

or even if your machine frequently goes offline (online rate below 98%), it will directly trigger extremely severe penalties.

The system will mercilessly cut your deposit by 5% to 50%, with a part permanently burned, and the rest directly rewarded to the whistleblower who exposed you.

Traditional big companies rely on corporate credibility as a safety net; when something goes wrong, they look for the manufacturer.

But in an open decentralized network, the only foundation of trust is "the cost of wrongdoing far exceeds the benefits of wrongdoing."

Fabric's design, which directly links hardware access to economic accountability,

is equivalent to establishing a strict and severe law for the entire machine society.

This thing is definitely a nightmare for those accustomed to zero-cost group control and volume brushing schemes.

But for the physical nodes that genuinely work in the real world, it is the strongest umbrella of protection.

The deterrent power built on real money is more effective than any grand vision. #robo

After seeing so many privacy chain tragedies that went public and died

I finally encountered a team willing to be patient and break down decentralization into four steps

I carefully studied the latest published Hawaiian lunar phase roadmap of @MidnightNetwork

I must say that these people's rhythm control is very steady

They did not immediately cater to the market's absolute political correctness

They opened up a no-threshold full-node access across the entire network

During the current sprint period (Kūkolu phase), they directly chose to use reliable institutional nodes to form a federal network as a foundation

First, they will steadily support the first batch of privacy dApps, ensuring that the mainnet does not crash or make mistakes during the most vulnerable cold start phase

This approach of "first strong control of the federation, then gradually delegating power" may seem not wild enough

But in fact, it places the demand for institutional funds as the top priority

The fault tolerance rate in the privacy track is extremely low; instead of causing early liquidity fragmentation for PR stunts

It is better to solidly establish the foundation of compliance and stability first

Their real killer move is actually hidden in the Mōhalu phase in mid-2026

Until that time, community nodes will be fully opened, and staking rewards will be activated

More importantly, a capacity trading market (Capacity Exchange) for DUST will be launched

This is the turning point that transforms privacy from a foundational technology into a "tradeable on-chain resource"

By the time of the Hua phase at the end of the year, connecting Ethereum and Solana will fully unleash the power of this combination

For those of us who want to participate in ecological construction, this roadmap provides an extremely clear physical distribution table

In the early stage, there's no need to blindly compete; just focus on the time window when community nodes and capacity markets open around mid-year

The step-by-step engineering discipline of Midnight has become the most scarce fundamental aspect in today's restless market

#night $NIGHT

Approaching the liquidation price

$DEGO is there anyone getting on

Getting ready to get off 😍

Recently, the situation in the Middle East has become chaotic, and capital is fleeing wildly.

At such a moment of geopolitical turmoil, the fragility of traditional finance is fully exposed.

For those countries at the center of the storm, the absolute necessity right now is a digital sovereign infrastructure that can be completely self-controlled.

This is also the core logic I've been fixated on regarding $SIGN .

This team's approach is extremely wild.

They are not competing with retail investors on platforms; for the past year, they have been quietly doing business with governments in the Middle East and Central Asia, securing strategic cooperation in Abu Dhabi, and helping countries like Pakistan implement CBDC and digital IDs.

With endorsements from Sequoia and CZ, and the agreements themselves already proving profitable, this sets them apart from 99% of PPT projects.

Don't let the panic in the market blind you. Now, simply open Binance and search for SIGN/USDT to trade.

In chaotic times, stocks emerge; in the chaos of the cryptocurrency world, rather than fixating on market panic every day, it’s better to explore hard infrastructure tied to national security anxieties.

I'll throw in some spare money to test the waters. #sign

The SEC and CFTC actually joined forces to acknowledge defeat

Clearly, most crypto assets are not securities

Immediately, Nasdaq obtained a pilot approval for tokenized stocks, planning to bring the S&P 500 onto the blockchain

The screen is filled with shouts of "regulatory spring breeze" and "bull market returns quickly", but looking at this news, I can only feel it is extremely cruel

On the same day, the old public chain Algorand directly laid off 25%

The contrast is obvious

This is not a leniency from regulators; it's the Wall Street giants getting ready to jump in and feast

So before entering the market, they forcefully clear the legal obstacles

These institutions holding trillions of dollars are not entering Web3 to take over your worthless L2 governance tokens or shitcoins

They are here to run their own "US stocks and US bonds" on this intermediary-free railway

The RWA and StockFi tracks are now completely clear

The pure narrative shitcoins of the old era are being physically eliminated, and the new era's on-chain Nasdaq has already fired the starting gun

If you are still clinging to those old projects that can hardly even pay salaries, when Wall Street's bulldozer rolls over, it won't even honk its horn 😂

These days I've seen Binance put @Fabric Foundation ($ROBO ) into the HODLer airdrop list

They are launching 100 million tokens, this is not simple

This is not an ordinary new listing

This is the official force-feeding of mainstream capital with the understanding of the 'robot economy'

Taking a look at the current market data, this kind of valuation misalignment is extremely rare

The circulating market cap is less than 60 million USD, and the FDV is only 265 million

With this scale, you can benchmark it against a project with an OpenMind brain at its core

Compatible with various hardware standards

Even about to run through the open robotic infrastructure track of 'Proof of Robotic Work'

This odds are simply a gift

More importantly, the timing

The Claim window has just closed, and the chips haven't had a chance to change hands; the Q2 contribution incentive test (real task settlement) is about to commence

This indicates that $ROBO is undergoing an extremely dangerous yet extremely exciting leap:

It is transitioning from a narrative phase that only relies on grand visions to a usage phase that captures value through fuel burning

When the first batch of robotic dogs truly settles the first task fee on-chain

And the protocol generates real income, now this 59 million circulating market cap

For the sharp-eyed capital, it's not even enough to fill the gaps

Before the large-scale awakening of capital, this undervalued infrastructure with Binance's strong distribution halo is worth your close attention at this moment

How many times do you think the market cap of 59 million will be reassessed once the payment loop between machines runs smoothly? #robo

Closing the position too early

Should have opened a short position again

But it's still not bad to have eaten

The air force is 麻了 $龙虾

Today's Haidilao is paid by $DEGO

It's fine, continue to drop

I opened another short position

Recently, everyone has been feeling frustrated in this uncertain market

Mainstream coins are hard to hold, and altcoins are too risky to touch, with funds idly in hand

A moment of impulse can turn you into someone else's ATM

In this period where even the big players can't find direction

I've instead turned my attention back to those very early projects that haven't even launched their mainnet

For example, the GalaxySwap that recently started to emerge in the @MidnightNetwork community

It claims to be the first core DEX on Midnight

Honestly, just looking at this title, I feel nothing inside

After all, in this day and age, every chain needs a DEX to show off, just like a supermarket's standard checkout, which is utterly unoriginal

But its slogan “Privacy-first DeFi is almost here”

Against the backdrop of the extremely harsh on-chain cutting environment, it does strike a chord

In ordinary DEXes, if your position is big enough, slippage and sandwich bots can strip you clean

If GalaxySwap can truly make good use of Midnight's underlying privacy mechanism

Turning transaction amounts and strategies into a secure black box

Then this could be more than just a checkout counter; it might be a safe harbor for big players

However, it's too early to say anything now

This project doesn't even have a shadow yet; it's still in the pure Waitlist phase

Every day, they run some spin wheel and earn xP (experience points) web mini-games, which feel very cheap

If you asked me to put real money in right now, I would absolutely treat it like a game

But to survive in this circle, the highest wisdom is to not act without seeing the rabbit but to cast the net in advance

Since it’s currently a zero-cost points model, I’ll take a few minutes to create an account and grab that 1000XP safety net

Consider it a lottery ticket for future mainnet airdrops that doesn’t cost any money

If the mainnet goes live and slippage is high and Gas is expensive, then it’s just a useless bookmark

But if it truly becomes the liquidity core of this privacy chain, this few minutes of effort might just be the most cost-effective freebie of the year

When there's no good prey, don't rush

Going to those still budding ecosystems to secure a free spot might be the most stable way to pass through the end of a bear market. #night $NIGHT

In the past few days, the market has been fluctuating. Yesterday, I did some short-term trading, and when I calculated, I was almost driven crazy.

All the points I earned were consumed by the transaction fees, especially when using USDT as margin; the wear and tear is just painful to watch.

It feels like I’m working for the exchange for free every day; only those who frequently open positions understand.

So this morning, when I saw that @Aster DEX officially announced the perpetual contract for USD1, I casually checked the rates.

Honestly, this strategy is so aggressive that it's hard to refuse.

The Maker fee is directly 0, and the Taker fee is only 0.5 basis points (in contrast, traditional USDT markets often have 4 basis points).

That's not enough; every month, they also need to distribute 2.5 million $WLFI as trading rewards to users, and as long as you hold USD1 in your account, you can receive low-maintenance dividends.

This is no longer about ecological construction; this is about spending money to attract people.

Putting these numbers together, the logic becomes clear:

The worldlibertyfi team is not only focusing on static locking (previously Staking), but they are also aggressively attacking dynamic trading depth.

In the contract market, capital is the most opportunistic.

As long as the fees are low enough and the subsidies are generous enough, those quantitative teams and high-frequency traders will quickly shift USDT liquidity to USD1.

➢➢➢

Powerpei's practical intuition:

For retail investors like us who have to fight in the market every day, this is a huge cost-saving opportunity.

I don't care how big the political narrative behind this is, nor do I care if USD1 can actually overthrow USDT.

I only know that in this volatile market, where prices fluctuate drastically,

being able to minimize trading costs while also snagging some $WLFI airdrops is currently the most comfortable trading posture in terms of risk and reward.

I have already converted part of my margin used for short-term trading over.

Since there are market makers willing to subsidize fees out of their own pockets to grab market share, it's really unreasonable not to take advantage of this legal opportunity.

Note: The above content is only personal opinion and does not constitute any investment advice!

A couple of days ago, while taking a taxi, the driver complained to me that now running ride-hailing services, cars are basically worthless.

The most valuable thing is that account that has been running for five years with zero negative reviews.

Because the system will prioritize assigning large orders, and some people even privately pay high prices to specifically rent such high-rated accounts to operate.

In the modern algorithmic system, tools are consumables, but credit (accounts) are the real assets.

Today, following the latest route map of @Fabric Foundation ,

I found that these people are putting this extremely cold credit system

intact into the future robotic community.

The method they are using for this Robotic Credit Score system is very ruthless.

In the future, the robotic dogs running on the streets or the mechanical arms in factories

from the day they are activated, the underlying system silently tracks their performance on the chain.

If deliveries are on time and obstacle avoidance efficiency is high, their credit score will keep rising.

The higher the score, the fatter the orders they can accept online in the future, and the less toll they have to pay.

The most bizarre aspect of this setup is that this credit can be inherited and traded.

Once an old machine has been used for ten years and is completely scrapped, its iron shell can only be sold as scrap metal for fifty dollars.

But the high-level account it has accumulated on the Fabric chain

can be directly and seamlessly transferred to a brand new machine freshly off the production line, even packaged and sold at a high price to other operators.

$ROBO price is still reasonable, and the Q2 incentive testing is just around the corner.

Many people previously regarded it only as a micro-payment channel.

But together with the brain provided by OpenMind,

Fabric is actually creating an electronic resume for this group of silicon-based life forms that will never be lost.

The hardware big manufacturers only profit from one-time sales of machines.

But Fabric keeps the experience and credit of the machines on its own chain.

This is the truly perpetual siphoning pipeline.

In the future, when buying second-hand robots, you are not choosing based on their condition.

You are choosing based on their on-chain sesame credit score. #robo $ROBO

Family members

$UP this wave really surged

The current price of 0.1035, trading volume maxed out, the support level rebounded so decisively

Is the yield-stable coin about to wake up?

Feels like funds are quietly entering the market, who understands?