加密企鹅
嘴撸专家｜新币投研｜阿尔法代币分析
13 Following
1.6K+ Followers
194 Liked
4 Shared
All
Live
PINNED
See original
Brothers, the red envelopes are here!
See original
Amid the roar of the printing press, seeking the only Noah's Ark
The Federal Reserve is hinting at interest rate cuts again; those who understand know that a new round of massive stimulus is coming.
The fiat currency in hand is destined to be diluted.
In this larger context, holding cash is a slow form of suicide.
We need to find an asset with a **“hardness”** that exceeds that of fiat currency.
A house? Liquidity is locked up. Gold? Inconvenient to carry.
I am optimistic about computational power assets (GAIB).
Why? Because the growth rate of computational power cannot keep up with the demand for it from humanity. This is a structurally scarce asset.
Scarcity brings value.
GAIB turns this scarce asset into RWA, giving us a weapon to combat the flood of fiat currency.
The fiat currency in hand is destined to be diluted.
In this larger context, holding cash is a slow form of suicide.
We need to find an asset with a **“hardness”** that exceeds that of fiat currency.
A house? Liquidity is locked up. Gold? Inconvenient to carry.
I am optimistic about computational power assets (GAIB).
Why? Because the growth rate of computational power cannot keep up with the demand for it from humanity. This is a structurally scarce asset.
Scarcity brings value.
GAIB turns this scarce asset into RWA, giving us a weapon to combat the flood of fiat currency.
See original
我把交易所里的 20 个币都卖了，只留了它
前几天做了一次“资产断舍离”。
看着账户里乱七八糟的土狗、归零的 NFT、不知道干嘛的治理代币，心烦意乱。
这些东西除了消耗我的注意力，没带来任何价值。
我全卖了。换成了两样东西：比特币（信仰）和 GAIB 的 sAID（现金流）。
投资应该是简单的。
一个代表数字黄金（BTC），储值用。
一个代表数字石油（算力），生息用。
大道至简。
当我把仓位精简到这两个核心资产后，我发现我焦虑症都好了。
看着账户里乱七八糟的土狗、归零的 NFT、不知道干嘛的治理代币，心烦意乱。
这些东西除了消耗我的注意力，没带来任何价值。
我全卖了。换成了两样东西：比特币（信仰）和 GAIB 的 sAID（现金流）。
投资应该是简单的。
一个代表数字黄金（BTC），储值用。
一个代表数字石油（算力），生息用。
大道至简。
当我把仓位精简到这两个核心资产后，我发现我焦虑症都好了。
See original
Achieving financial freedom through salary? Don't dream.
Looking at the monthly paycheck, after deducting mortgage and car loan, the remaining money makes me hesitate even to buy a better bag.
This is the trap of the middle class: not starving, but forever spinning in this circle.
To break through, there must be **“sleeping income”**.
But I don’t want to do micro-business, nor do I want to drive for Didi. I want to make money with my brain.
GAIB's sAID model is the most suitable “breakthrough tool” for the middle class that I have ever seen.
The threshold is not high, and you don't have to empty six wallets like buying a house.
The logic is self-consistent, supported by US bonds and real computing power, not a Ponzi scheme.
This is the trap of the middle class: not starving, but forever spinning in this circle.
To break through, there must be **“sleeping income”**.
But I don’t want to do micro-business, nor do I want to drive for Didi. I want to make money with my brain.
GAIB's sAID model is the most suitable “breakthrough tool” for the middle class that I have ever seen.
The threshold is not high, and you don't have to empty six wallets like buying a house.
The logic is self-consistent, supported by US bonds and real computing power, not a Ponzi scheme.
See original
Mining while being criticized? Come to GAIB for green investment
I used to mine PoW and always felt a bit uneasy about it.
After all, it consumes a lot of electricity and I was constantly criticized by environmentalists for 'wasting energy'.
But AI computing power is different.
AI is creating productivity, solving cancer, addressing nuclear fusion, and tackling coding issues.
Investing in GAIB, supporting AI computing power through sAID, makes me feel empowered.
This is called **'ESG-friendly'** crypto investment.
Every kilowatt-hour we consume is transformed into wisdom for the future of humanity, rather than just simple hash collisions.
If you are someone with a sense of social responsibility or care about 'political correctness', GAIB will definitely suit your taste.
After all, it consumes a lot of electricity and I was constantly criticized by environmentalists for 'wasting energy'.
But AI computing power is different.
AI is creating productivity, solving cancer, addressing nuclear fusion, and tackling coding issues.
Investing in GAIB, supporting AI computing power through sAID, makes me feel empowered.
This is called **'ESG-friendly'** crypto investment.
Every kilowatt-hour we consume is transformed into wisdom for the future of humanity, rather than just simple hash collisions.
If you are someone with a sense of social responsibility or care about 'political correctness', GAIB will definitely suit your taste.
See original
Back then, I didn't go west to pan for gold; don't miss out on the cloud land rush now.
History always rhymes.
Hundreds of years ago, people went west to claim land and mine.
Decades ago, people registered domain names on the internet and grabbed .coms.
Now, a new 'land rush' has begun, this time in the cloud, where the stakes are computing power nodes.
GAIB is the 'certification authority' of this land rush.
Each sAID represents a small flag that you have planted in this vast landscape of AI computing power.
This piece of 'land' may seem unremarkable now, but as the AI city develops, the rent here will become increasingly expensive.
Our generation has missed out on the real estate boom and the internet boom.
Hundreds of years ago, people went west to claim land and mine.
Decades ago, people registered domain names on the internet and grabbed .coms.
Now, a new 'land rush' has begun, this time in the cloud, where the stakes are computing power nodes.
GAIB is the 'certification authority' of this land rush.
Each sAID represents a small flag that you have planted in this vast landscape of AI computing power.
This piece of 'land' may seem unremarkable now, but as the AI city develops, the rent here will become increasingly expensive.
Our generation has missed out on the real estate boom and the internet boom.
See original
Technical analysis combining BTC.D indicator
Open TradingView and take a look at the weekly chart of BTC Dominance (Bitcoin market cap ratio). It has been rising continuously, draining the altcoins. 📈
Many people are complaining: 'When Bitcoin rises, altcoins fall. What’s the point of this bull market?'
Ah, you don't understand the trend. This indicates that the current market funds are extremely conservative, and everyone only trusts Bitcoin. In such a macro context, working on ETH ecosystem or other public chain projects is destined to be against the wind. However! Working on BTC ecosystem projects is going with the wind; it's standing at the windward point!
@Lorenzo Protocol is a product of this **'going with the flow'** mentality. Since funds are flowing back into Bitcoin, these funds will definitely not be content to sit idle and will look for an exit. Lorenzo happens to be waiting at the exit.
Many people are complaining: 'When Bitcoin rises, altcoins fall. What’s the point of this bull market?'
Ah, you don't understand the trend. This indicates that the current market funds are extremely conservative, and everyone only trusts Bitcoin. In such a macro context, working on ETH ecosystem or other public chain projects is destined to be against the wind. However! Working on BTC ecosystem projects is going with the wind; it's standing at the windward point!
@Lorenzo Protocol is a product of this **'going with the flow'** mentality. Since funds are flowing back into Bitcoin, these funds will definitely not be content to sit idle and will look for an exit. Lorenzo happens to be waiting at the exit.
See original
The Growth of Retail Investors and Risk Aversion, Emphasizing Lorenzo's Stability
During that bear market in 2022, I was really scared by the drop. That year I invested in more than a dozen GameFi projects and a few metaverses, and now they are basically worth nothing. During that time, I didn't even dare to check my account; that feeling of despair is something only those who have experienced it can understand.💀As this bull market returned, I set a strict rule for myself: don't invest in what I don't understand, and don't invest in projects that lack self-sustainability.This is the reason I heavily invested in @LorenzoProtocol. It's not the kind of project that relies on PPT for funding; its logic is simple, straightforward, and effective: deposit BTC -> generate interest -> ecological dividends. This is a closed loop.
See original
Perspective on Financial Collateral, Benchmarking DAI/MakerDAO
Let's expand our thinking a bit. What should the collateral be for the native stablecoin in the future crypto world?
Is it USDC (which is from the U.S.)? Is it ETH (which still has some volatility)? I think the most perfect collateral should be “earning BTC”.
The current BTC is like gold, although good, it does not earn interest, which leads to low capital efficiency when used as collateral. But the stBTC developed by Lorenzo has the hardness of BTC and the property of earning interest, making it simply the perfect **“crypto treasury bond”**!
I bet that in the future, there will be a large number of decentralized stablecoin protocols (similar to MakerDAO) that will accept stBTC as core collateral. Once this scenario is opened up, the demand for stBTC will be at a trillion-dollar level.
Is it USDC (which is from the U.S.)? Is it ETH (which still has some volatility)? I think the most perfect collateral should be “earning BTC”.
The current BTC is like gold, although good, it does not earn interest, which leads to low capital efficiency when used as collateral. But the stBTC developed by Lorenzo has the hardness of BTC and the property of earning interest, making it simply the perfect **“crypto treasury bond”**!
I bet that in the future, there will be a large number of decentralized stablecoin protocols (similar to MakerDAO) that will accept stBTC as core collateral. Once this scenario is opened up, the demand for stBTC will be at a trillion-dollar level.
See original
Observations from Developer Activity/Hackathons
Many people look at projects only through K charts, but I prefer to look at GitHub and hackathons. 👨💻
Recently, I paid attention to a developer event hosted by Lorenzo, and to be honest, I was shocked. I thought not many people would come to build such infrastructure projects, but various teams involved in lending, stablecoins, and derivatives all showed up.
Why are developers willing to come? Because there is accumulated capital (TVL), and the development threshold is low (EVM compatible). Developers are an extremely intelligent group; wherever they go, the ecosystem will explode. It’s like the iOS App Store back in the day—first, developers create fun apps, and then users flood in.
Recently, I paid attention to a developer event hosted by Lorenzo, and to be honest, I was shocked. I thought not many people would come to build such infrastructure projects, but various teams involved in lending, stablecoins, and derivatives all showed up.
Why are developers willing to come? Because there is accumulated capital (TVL), and the development threshold is low (EVM compatible). Developers are an extremely intelligent group; wherever they go, the ecosystem will explode. It’s like the iOS App Store back in the day—first, developers create fun apps, and then users flood in.
See original
Utilizing Geopolitical Information Asymmetry, Emphasizing 'Early' Dividends
After mingling in various English Twitter circles (CT) and Discord for so long, I have discovered an astonishing 'time difference.'
Currently, in the mainstream Crypto circles in the West, everyone is still entangled in ETH's L2 or playing with meme coins on Solana. Their reaction to BTCFi is clearly a beat behind the Eastern community. Most foreigners are still stuck in the old notion that 'BTC is just a Store of Value.'
What does this mean? Brothers, this means a huge Alpha!
When a top narrative (BTC L2) has not yet been fully priced in by Wall Street and Western influencers, that is the best time for us to enter the market. Lorenzo's current products and technology are actually very mature, even better than many Western projects. Once this trend reaches the Western community and consensus forms over there, the influx of capital will be more than ten times what it is now.
Currently, in the mainstream Crypto circles in the West, everyone is still entangled in ETH's L2 or playing with meme coins on Solana. Their reaction to BTCFi is clearly a beat behind the Eastern community. Most foreigners are still stuck in the old notion that 'BTC is just a Store of Value.'
What does this mean? Brothers, this means a huge Alpha!
When a top narrative (BTC L2) has not yet been fully priced in by Wall Street and Western influencers, that is the best time for us to enter the market. Lorenzo's current products and technology are actually very mature, even better than many Western projects. Once this trend reaches the Western community and consensus forms over there, the influx of capital will be more than ten times what it is now.
See original
YGG Play itself is the most fun game.
We have been watching the games on YGG Play.
In fact, the YGG Play platform itself is a huge RPG game.
You need to register an account (create a character).
You need to complete tasks (leveling up).
You need to upgrade your passport level (job change).
You need to compete for the leaderboard (PVP).
YGG Play has fully gamified the platform operation.
This is its most brilliant aspect.
It makes players think they are playing someone else's game.
In fact, everyone is playing this meta-game designed by YGG.
In this game, the only winner is YGG itself.
@Yield Guild Games
In fact, the YGG Play platform itself is a huge RPG game.
You need to register an account (create a character).
You need to complete tasks (leveling up).
You need to upgrade your passport level (job change).
You need to compete for the leaderboard (PVP).
YGG Play has fully gamified the platform operation.
This is its most brilliant aspect.
It makes players think they are playing someone else's game.
In fact, everyone is playing this meta-game designed by YGG.
In this game, the only winner is YGG itself.
@Yield Guild Games
See original
Do Asians' 'grinding' habits really translate to European and American players?
YGG Play's model has a strong Asian online gaming flavor.
Leveling up, fighting monsters, completing quests, and climbing leaderboards.
This is the gene that we Asian players have ingrained in our bones.
But what about players from Europe and America?
They value free exploration and play for fun more.
Turning gaming into a job may be hard to be accepted in Western culture.
YGG Play wants to globalize, facing huge cultural barriers.
If it cannot solve the issue of fun and only emphasizes making money.
Then it will forever only harvest the labor force of the third world.
And in the real paying market—Europe and America, it may struggle to make progress.
Leveling up, fighting monsters, completing quests, and climbing leaderboards.
This is the gene that we Asian players have ingrained in our bones.
But what about players from Europe and America?
They value free exploration and play for fun more.
Turning gaming into a job may be hard to be accepted in Western culture.
YGG Play wants to globalize, facing huge cultural barriers.
If it cannot solve the issue of fun and only emphasizes making money.
Then it will forever only harvest the labor force of the third world.
And in the real paying market—Europe and America, it may struggle to make progress.
See original
YGG Play will shorten the game's 'death cycle' by ten times
Previously, a Ponzi model chain game could last for three months.
Because retail investors enter slowly, value extraction is slow.
Now there is YGG Play.
A hundred thousand troops instantly enter the market.
They are also the most professional miners.
They will use the fastest speed to completely consume the output in the game.
The inflation rate of the game economic system will be accelerated tenfold.
A game that could originally last three months may now collapse in just a week.
YGG Play greatly enhances the effectiveness of the market.
But it also accelerates the burst of the bubble.
Project teams must design extremely sophisticated models with strong pressure resistance.
Because retail investors enter slowly, value extraction is slow.
Now there is YGG Play.
A hundred thousand troops instantly enter the market.
They are also the most professional miners.
They will use the fastest speed to completely consume the output in the game.
The inflation rate of the game economic system will be accelerated tenfold.
A game that could originally last three months may now collapse in just a week.
YGG Play greatly enhances the effectiveness of the market.
But it also accelerates the burst of the bubble.
Project teams must design extremely sophisticated models with strong pressure resistance.
See original
To complete the task, even if it's a masterpiece, I will just keep clicking 'skip'.
YGG Play's incentive mechanism determines that players' behavior patterns prioritize efficiency.
When the task requires me to complete a certain dungeon.
I don't care what touching words the NPCs inside say.
I won't appreciate the scenery along the way.
I will just click to skip, skip, skip like crazy.
Because time is money.
Watching the plot is wasting time that could be used to make money.
YGG Play is training a group of emotionless speedrunning machines.
For developers who meticulously refine their scripts, this is a huge tragedy.
Their hard work becomes worthless in the face of the temptation of money.
When the task requires me to complete a certain dungeon.
I don't care what touching words the NPCs inside say.
I won't appreciate the scenery along the way.
I will just click to skip, skip, skip like crazy.
Because time is money.
Watching the plot is wasting time that could be used to make money.
YGG Play is training a group of emotionless speedrunning machines.
For developers who meticulously refine their scripts, this is a huge tragedy.
Their hard work becomes worthless in the face of the temptation of money.
See original
Small and medium guilds, stop struggling. In the future, you will be YGG's 'franchisees'.
I previously said that YGG Play would kill small and medium guilds.
To correct that, it will absorb them.
In the future, small and medium guilds will not need to find games on their own or build systems themselves.
They only need to bring people and settle in YGG Play.
Become a sub-guild under the YGG ecosystem.
Just like McDonald's franchisees.
YGG provides brands, systems, and tasks.
Small and medium guilds are responsible for management and task execution.
The guild track will transition from a fragmented state to a unified imperial era.
YGG is the emperor, while other guild leaders are at most feudal lords or county magistrates.
@Yield Guild Games
To correct that, it will absorb them.
In the future, small and medium guilds will not need to find games on their own or build systems themselves.
They only need to bring people and settle in YGG Play.
Become a sub-guild under the YGG ecosystem.
Just like McDonald's franchisees.
YGG provides brands, systems, and tasks.
Small and medium guilds are responsible for management and task execution.
The guild track will transition from a fragmented state to a unified imperial era.
YGG is the emperor, while other guild leaders are at most feudal lords or county magistrates.
@Yield Guild Games
See original
If the AI bubble bursts, can GAIB survive?
Many people are worried that AI is a bubble.
I think so too. The valuations of current AI projects are too outrageous.
But there is a logical trap here: if the bubble at the application layer bursts, will it make the infrastructure more valuable?
The answer is: it might.
Imagine if 1000 AI companies went bankrupt, the remaining giants would engage in a more intense 'arms race' to monopolize the market.
The war for computing power will not stop; it will only become more concentrated.
Moreover, GAIB's AID is supported by U.S. Treasury bonds. Even if AI completely cools down (though that's unlikely), you still have U.S. Treasury bonds to fall back on.
I think so too. The valuations of current AI projects are too outrageous.
But there is a logical trap here: if the bubble at the application layer bursts, will it make the infrastructure more valuable?
The answer is: it might.
Imagine if 1000 AI companies went bankrupt, the remaining giants would engage in a more intense 'arms race' to monopolize the market.
The war for computing power will not stop; it will only become more concentrated.
Moreover, GAIB's AID is supported by U.S. Treasury bonds. Even if AI completely cools down (though that's unlikely), you still have U.S. Treasury bonds to fall back on.
See original
Order cycle 6 months? Web3 teaches you to get goods in a second
I have a friend who does server business, and his hair has recently turned white from worry.
Want to buy NVIDIA's H100? Queue up, if you order now, it might not even be delivered next year.
In the physical supply chain, **'time'** is the biggest hidden cost.
But this is exactly the moment of Web3's dimensionality reduction strike.
In the GAIB ecosystem, the time cost of acquiring computational power assets has been compressed to the millisecond level.
The moment you buy sAID, you have completed the allocation of computational power assets. You don't need to drink heavily with suppliers, you don't need to clear customs, and you don't need to wait for shipping schedules.
Want to buy NVIDIA's H100? Queue up, if you order now, it might not even be delivered next year.
In the physical supply chain, **'time'** is the biggest hidden cost.
But this is exactly the moment of Web3's dimensionality reduction strike.
In the GAIB ecosystem, the time cost of acquiring computational power assets has been compressed to the millisecond level.
The moment you buy sAID, you have completed the allocation of computational power assets. You don't need to drink heavily with suppliers, you don't need to clear customs, and you don't need to wait for shipping schedules.
See original
Your money is sleeping in the bank, while others' money is working on the chain.
I don't know if everyone has this feeling: money, if you stop messing with it, will shrink by itself.
I used to think that keeping U in a wallet without moving it was the safest.
Later I realized that this is the dumbest thing. Because the opportunity cost is too high.
Now that AI is so popular, huge wealth is being generated every second. If your money is not involved, then it's losing value.
GAIB's sAID mechanism is actually a kind of **'capital diligence'** enhancement.
It transforms originally stagnant funds (US Treasury bonds/stablecoin-backed AID) into dynamic productive capital (sAID).
I used to think that keeping U in a wallet without moving it was the safest.
Later I realized that this is the dumbest thing. Because the opportunity cost is too high.
Now that AI is so popular, huge wealth is being generated every second. If your money is not involved, then it's losing value.
GAIB's sAID mechanism is actually a kind of **'capital diligence'** enhancement.
It transforms originally stagnant funds (US Treasury bonds/stablecoin-backed AID) into dynamic productive capital (sAID).
See original
Yahoo is dead, but those who lay submarine cables are still making money.
In 20 years of the internet, how many once-prominent apps have shut down? Renren, Tianya, Mop....
Those in the application layer are forever in this 'death list' queue.
But what about those who build infrastructure?
Cisco is still here, China Mobile and China Unicom are still here.
This is the charm of infrastructure: flowing applications, solid infrastructure.
It's the same in the AI era. Today ChatGPT is popular, tomorrow Claude might be popular, and the day after who knows what will come out.
Betting on which AI model will win is no different from gambling.
So I choose to stand with GAIB.
GAIB does RWA computing on-chain, it is the 'submarine cable layer' of the AI era.
Those in the application layer are forever in this 'death list' queue.
But what about those who build infrastructure?
Cisco is still here, China Mobile and China Unicom are still here.
This is the charm of infrastructure: flowing applications, solid infrastructure.
It's the same in the AI era. Today ChatGPT is popular, tomorrow Claude might be popular, and the day after who knows what will come out.
Betting on which AI model will win is no different from gambling.
So I choose to stand with GAIB.
GAIB does RWA computing on-chain, it is the 'submarine cable layer' of the AI era.
Login to explore more contents