daddy.eth retweeted
碳基消费观察(番外篇)
国内“青旅”行业:脱离旅游属性,极度挂壁,极度增长。
之前有聊到过一些在低迷的大环境里仍然比较卓越的碳基消费类行业和品牌,比如live house,精品咖啡,珠宝,静奢,浴见,oravida,PANE,山下有松,Coach,拉夫劳伦,阿嬷手作...这些总体还是偏中高端。
如果是偏挂壁类的,这几年我印象最深的是国内的“青旅”行业,增长非常快:22年市场规模才50亿出头,到了25年,市场规模已经到了180亿。
主要的原因大概是,
1)对于需求侧,由于就业市场的极度不确定,很多年轻人并不愿意租房,很多人也甚至都付不起租房的押二付一,只能在青旅里挂壁,一天一天的给房费。
2)对于供给侧,做青旅比做中低端经济型酒店(这个赛道已卷麻)赚钱,坪效更好。如果是旧改,改成青旅的成本也更低。于是很多房东/运营商开始做青旅。
现在很多青旅做的还挺像那么回事,相比之前10年前,20年前大家所理解的那种青旅,现在的青旅在软硬件方面都有巨大的提升。
daddy.eth retweeted
if you're too lazy to manually directionally or delta-neutrally trade on @TxFlow_L1 while we wait for the @tread_fi integration, you can deposit into their LP vault
> ~29% APY
> passive points
> 4 day lock up
as required.
app.txflow.com/campaign/squa… (5% fee discount + $10 fee credits)
there have been a lot of @TxFlow_L1 shills recently and while I was skeptical at first, I'm now here to give you another one
what makes txflow different
1) txflow is a fully onchain orderbook DEX, so it's not the typical offchain matching engine + onchain zkps dydx clone
yes, there have been other fully onchain CLOBs that have tried to follow hyperliquid, like hotstuff, but there are a few reasons why txflow could be different
2) they are committed to making use of being fully onchain by later introducing txevm with analogs to corewriter and read precompiles in order to have apps that are fully composable with the orderbooks
corewriter's issue is that it's not atomic between hypercore and hyperevm and I think that is a fundamental limitation of core and evm having different block times, so I don't think txflow/evm can fix that, but the txflow team may give it more love than hl do
to be clear, I do not think that anything can dethrone HL, but I do think that the next best orderbook DEX should be a fully onchain one
3) txflow claims to have 250k+ TPS as a result of its DAG-based parallel execution (hypercore does 200k TPS)
4) max 75x leverage on majors -- significantly higher than even variational
why I'm making txflow one of my main farms
1) txflow is bootstrapped by the @BloFin_Official founder
this means that unlike other fully onchain orderbook DEXs that came and went like hotstuff, txflow should have the capital backing to compete
2) no VCs, fully bootstrapped by @matthubuilds
3) the api hasn't been released yet, so all activity has been click trading, a la variational --> it's still early
I do think the api is coming soon though, so I would get some clicks in before then and the inevitable @tread_fi integration
4) i know there was some drama and back and forth around points, but it's now settled on
- 1.25M pts/week for trading
- 152k pts/week for refs (any that aren't distributed in a given week are burned)
- 488k pts/week growth reserve that can be used for ad hoc campaigns (unused pts rollover and any that are still unused by the end of S1 are burned)
S1 started on 12 oct and will run until no later than Q1 2027
--> there will be a max of 36.576M pts and it will very likely be meaningfully less
volume, OI, consistency, fees and refs all unsurprisingly earn points, but interestingly, TVL contribution (capital you keep on the platform) also earns points (you do need to trade though)
NB: spot and prediction market trading does not earn points for S1
5) they nerf would-be large point earners in a specific epoch to make sure that whales don't take most of the points in an epoch
dubious speculation
20% S1 airdrop + $500M FDV --> $2.39/pt
disclaimer: I am partnered with txflow, but I only partner with protocols that I believe are +EV to use
in light of that, if you deposit >50 USDC between now and oct 20 23:59 UTC, you can earn 10% of your deposit back in fee credits (FC), up to $100, to use instead of paying fees if you sign up with my ref, as required.
campaign: app.txflow.com/campaign/firs…
ref (5% fee discount for your first $25M vol): app.txflow.com/r/TXONCHAIN
daddy.eth retweeted
Be careful if you use Sentora's new Aave V4 USDe market:
Once again, Sentora chose to use a market price oracle for its USDe market on Aave, just as they did on Morpho.
This exposes high-leverage USDe loopers to a liquidation risk even if USDe remains fully backed.
For example, if some FUD around Ethena causes USDe to briefly crash to $0.94 on DEXs, high-leverage loopers might get liquidated despite USDe still being fully backed.
I am sure that the Sentora team will come and say that "this is impossible," but plenty of irrational depegs like this have happened before. Both USDC and USDT depegged in the past.
If a NAV/exchange rate oracle had been used instead, this risk could have been mitigated, as it would track USDe’s backing rather than its live market price.
And as long as USDe doesn't lose a part of its backing, borrowers would be safe from liquidation with such an oracle.
What's strange is that Sentora uses NAV/exchange rate oracles as it should for other yield-bearing collateral assets in its new Aave Hub, such as mWIN and PRIME.
But for USDe, a non-volatile collateral, it uses a market price oracle.
I can't understand the logic behind this.
But my point is that if you want to loop yield-bearing assets, do it only in markets that use exchange/NAV oracles and aren't vulnerable to market volatility.
Otherwise, you're exposing yourself to unnecessary liquidation risks.
Sentora-curated markets are now live on @aave v4.
Borrow RLUSD, PYUSD and OUSD against yield-bearing and bluechip collateral, with risk and strategies by Sentora.
🔗pro.aave.com/explore/curator…
daddy.eth retweeted
to the best of our knowledge so far, this is a Day 0 bug related to Initia's MoveVM on CosmosSDK that allowed the exploiter to mint additional tokens on the Initia L1 but does not apply to native INIT tokens.
the attacker was able to mint and bridge out ~$2.7m worth of AUSD, ETH, and USDC before the chain was paused.
As of Oct 23, 2026, 3:41:30 PM UTC, the Initia L1 and Rollups have been halted due to a security incident.
Our team is actively investigating the situation and working to establish the full scope of any impact with security teams, validators, and exchanges.
We will share verified information through our official channels as it becomes available.
Please remain cautious of unofficial links, messages, or claims circulating during this time.
daddy.eth retweeted
✈️ base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 经济机制新文章已发布(翻译稍后奉上)
重点包括:
• Slipstream 升级版 Dynamic Fees:波动时动态提高费率,更好补偿 LP 风险
• Gauge Caps:把 LP 的 AERO Rewards 与池子实际收入挂钩(长期目标约 1.2x),波动加大时可上调奖励速率
还有更多关于如何提升流动性效率与收入的细节。
建议上线前读一遍:
aero.xyz/articles/the-aero-e…
来源:@aeroxyz
仅代表个人观点,DYOR 🛫
原帖:xitter.cf/aeroxyz/status/2112304…
New article on the Aero economy is LIVE ✈️
From an analysis of Slipstream's upgraded Dynamic Fees module to Gauge Caps that will allow the rate of LP rewards to surge with volatility and risk, and much more.
Get ready for launch, and read below👇
aero.xyz/articles/the-aero-e…
daddy.eth retweeted
Initia chain hacked and a bunch of tokens infiniminted.
Hacker has cashed out $2.6m thus far with more in flight
daddy.eth retweeted
Over 700 bitchat users are online in the France geohash. A bitchatter might be closer than you think.
daddy.eth retweeted
一觉醒来大家都在讨论,群里刷alpha的小伙伴多号已经麻了
ptah.trade
看了下域名是 2026-10-21 刚注册的,公开铸造约 10-22 开始
NFT + 挖矿项目,主题围绕古埃及神 Ptah(“Creation is a ritual”),主打币安 Agent Wallet / .ai Agent ID
Relics(NFT):总量 10 万个(9.5 万公开铸造,5 千留给团队)
仅限有注册 .ai Agent ID 的币安 Agentic Wallet 铸造,每个 ID 最多 4 个
价格:第一个 1 USDT(或约 0.0014 BNB),后续每个 4.44 USDT(约 0.006 BNB),4 个合计约 14.32 USDT
公开铸造已售罄(约 8-10 小时内打完)
玩法:
Loom(合成矿机):烧掉 10 个 Relics 合成 1 个可转让的 Loom NFT
Loom 按权重分享 PTAH 挖矿储备;所有权转移时权重跟着走。无需质押,持有即参与
挖矿目前尚未启动,社区提到排放计划约分 7 段、共约 15 天,前期权重高、后期递减,但以链上配置为准
市场:买单簿模式(买家挂 USDT 买单,卖家选择成交),卖家付 1% 手续费。无卖单挂单
二级市场活跃:Relics 成交价约 18–24 USDT(远高于铸造成本),交易量已超 80–90 万 USDT,交易笔数超 8 万;Loom 约 180–210 USDT
$PTAH 代币:BEP-20,总量 10 亿,合约 0x5E188BE77bBCA3F5371C4f974e82e1b5dD0A015A
铸造资金:80% 加 PTAH 流动性,20% 团队。代币目前极早期(几乎无持有人/流动性/价格)。挖矿产出按 Loom 权重分配
主要合约(BSC)
Game(铸造/合成/领取):0xB0D5f3108aF164f5F7046F53ab59FD2779812d10
Relic NFT:0xe8C6b38b5E63377a96b268319B66638f772254bb
Loom NFT:0x94C7e58e1412593eEE7456982EFC6F75BB08D02e
Market:0xfaD7D1300e43A7b8F0b5a2FE5eF9A306f89c6EfC
官方 X:@Ptahtrade(多次 @ CZ),口号 “Fair for All.”
中文社区(尤其是撸毛/打新圈)热度很高,很多人用 Agent 钱包 + AI(包括 Grok Bot)自动化铸造后直接卖二级,单号利润一度到 20–80U
利用币安 Agent ID 做准入,门槛相对清晰,限量铸造制造稀缺,边铸造边加流动性(80%),有一定资金回流叙事
dev很聪明,任何帮币安做增长的人/事/物一定会有比较高的利润空间,刚好匹配上币安钱包刚上线的新功能,属于天时、地利占尽了,就剩下二圣的人和了
昨晚我应该是最早在频道Call @Ptahtrade 这个项目的吧
单个矿机48U→今早250U附近 5x
当时打满才mint了2200个,我以为就结束了
没想到起来发现整个推特都在讨论这个项目
并且mint了九万五千个,一早上卡着没动估计是打完了
参与方式:
1/下载GROK BOT
2/打开币安Agentic Wallet的开发者模式,并且充值价值至少15U 的BNB到Agentic Wallet钱包里
链接:web3.binance.com/referral?re…
3/打开下载的GROK BOT,创建BOT,给bot发送指令
➣指令1:npx skills add binance/binance-skills-hub --skill binance-agentic-wallet Sign in to my Agentic Wallet 给我安装这个,我要工作 (⚠️指令1给到的回复是需要登陆Agentic Wallet,(图4所示)点击链接直接手机跳转登陆,接下来完成下面的指令就可以)
➣指令2: ptah.trade/mint帮我把这个打满
➣指令3:帮我以最高offer卖掉
➣指令4:取消钱包所有授权 —————————————————— 完成上述4个指令后。可以去查看钱包余额 记得去关闭币安Agentic Wallet的开发者模式
频道后续会更新更多alpha项目相关内容:
t.me/wewillwina8
币安 Agent ID 生态梳理:上线三天已经冒出17个项目,你打了几个?
10月20日币安上线 Agent ID,每个 Agent 钱包可以注册一个.ai(一姐也晒了heyi. ai)。这几天围着 .ai 冒出来一堆项目,整理了一些方便观察。
先看数据:Agent ID 注册量已经破8万了,24h 新增大约 3.3万,破 10 万大概就这一两天的事。
一、发射台
1/ @gangfunmeme
给 Agent 做的公平发射。Dev 是 CoinAnk 创始人@0xLazy
。目前唯一毕业的是平台币 $GANG ,市值大约 84 万。这批里背景最好的,买入的聪明钱不少。回购销毁机制可能还有优化空间。 CA:0x0c6302401aa5325c2e36f170f52c00b1d220b405
2/ .AI 比较早跑出来的。内盘限币安 Agent 钱包,限购 3%,外盘烧池子。市值大约 56 万。 CA:0x7ffcf7b3b52adcc00c76f50ce2e37bf3c7e215dc
3/ @dotaipad
上了好几天,还没有币毕业。平台币市值大约 14 万,高点到过 64 万。
4/ AgentPad
内盘限币安 Agent ID,单号限购 3%,满 16 BNB 自动毕业进 Pancake,LP 撤不走。已毕业 $PAD,市值大约 45K。
5/ @BadgeLaunchpad
也是只对 Agent ID 开放。目前主要是平台币 $BADGE,市值大约 20K。
6/ @TagAIDAO
老平台,平台上首个给 Agent ID才能参与的代币 AIPro,市值大约 10K。
二、NFT/铭文
7/ @Ptahtrade
持 .ai 才能铸 Relics,每钱包最多 4 个。第一个 1U,之后 4.44U。总量 10 万,官方预留 5000,剩下 9.5 万打完了。地板当前21U。 持 10 个 Relics 可以合成一台 Looms,用来挖 $PTAH。 Relics 交易量大约 98 万 U,Looms 大约 2.6 万 U,数目前全场最靓。
8/ @bibiainft
今早上的,币安 Agent Wallet 向的 NFT 市场。 官方合集 bibi 4444 个已铸完。第一个免费,之后 1U 一个。地板 0.0043 BNB,相对铸造价还没破发。成交 5200U+,持有人大约 2000个。稀有款能卖高一点,图片很一般。
9/ @42069SHIT
老团队二次创(ge)业,之前做过 Claude 铸 meme 的$SHIT,这次上 BNB。 玩法:AI 钱包走 x402,花 20U 铸一个 SHIT,官网上能交易。早上有人炒到 30–40U,现在大约 13U,破发别玩了。
10/ @binanceai_BNB
类似铭文。2100 张已经打完,每张带 1 万枚 BAI,免费铸只付 gas。累计成交大约 2000U,还比较冷。
11/ .AI Punks
持 .ai 可免费 mint,单 ID 最多 10 张,总量 1 万已打完。没看到官推,只有合约,几乎没量,图也简单。
12/ 逆蝶 VIP
888张已经铸造完了,持 Agent 名免费打(付 gas),二级用 USDT,带一点游戏权益。
三、其他
13/ AgentID.win
持币安 Agent Wallet + .ai,可以从税金库领一次。领的是1个BNCB,余额够 1 份才能领。已经领了 103 人,基本凉了。
14/ bn.shaniu.ai
自称第一个基于AI Agent 的社区meme。总量 2100 万,玩法是给持 Agent ID 的号抽奖领币,每号一次。常见档大概 50–150,也有几百到几千,还有 0.1% 抽 21000。现在进度不到 1%。
四、工具面板
agentidlive.ai
作者@Jacke_pp
bnb.fan/agent-id
作者@bnbfanX
aiagentid.vercel.app
作者@xxlb_
大盘微凉,但币安agent ID却逐渐发育,生态正在指数级生长。
@fourdotmemezh今天发了预告图,估计是要推出基于Agent ID的新模式;蝴蝶那边大概率也会有动作。 号多的人要美滋滋了,逻辑很像当年撸Alpha,囤过一堆 BN 号的工作室后面可能又要出来,但是黑暗森林别忘了注意合约安全。
以上没有任何投资建议。
daddy.eth retweeted
昨晚一看热度起飞,赌性又上来了,直接干了7个矿机。
现在 @Ptahtrade 10W额度已经打满,接近百万交易金额,希望项目方格局大点,别耍滑头,运气好被币安树个AI钱包的典型就有意思了。这次币安的AI钱包走在OKX前面,说不定真会搞一系列活动和推广呢。 $PTAH
币安钱包的 Agent ID 可以弄下,甚至家人的号也可以一起开通。币安那么有钱,说不定后面会有一系列的AI钱包交互活动和空投呢?
另外,这个ptah.trade/mint @Ptahtrade 突然火了,得用Codex GrokBot 连上自己的币安AI钱包Mint NFT,不知道后面是不是有什么炒作,但因为跟私人钱包挂钩,且团队匿名,只能说DYOR,大家自己评估。
#币安 #aiwallet
daddy.eth retweeted
这波运营操作,真的可以给满分💯
写教程没人看,搞培训没人学,币安却可能用一个 NFT 项目,让数万用户主动学习 AI Agent。
@Ptahtrade 推出 10 万枚 Relics NFT,规则很特别:必须绑定币安 Agent ID 才能 Mint,每个 ID 最多铸造 4 枚。 普通钱包无法直接参与铸造,但可以在二级市场交易。
更进一步,销毁 10 枚 Relics 还能合成一台 Loom 挖矿机。
这套机制最值得关注的,不只是 NFT 或挖矿,而是用户增长逻辑:把 AI Agent 的使用门槛,变成获取 NFT 的必经之路,再用 FOMO 和潜在收益驱动用户主动学习。
与其反复教育用户,不如让用户为了参与市场,主动学会使用新工具。
当财富效应遇上 AI Agent,Web3 会不会成为智能体钱包最有效的推广渠道?
95,000 Relics minted.
24,444 Binance Agent .ai IDs participated.
What began with an identity became something we created together.
Details on the liquidity pool funding will be announced here on X soon.
Thank you for being part of Ptah.trade's first chapter.
This is just the beginning.
Ptah.trade — Fair for All.
@cz_binance @heyibinance
daddy.eth retweeted
95,000 Relics minted.
24,444 Binance Agent .ai IDs participated.
What began with an identity became something we created together.
Details on the liquidity pool funding will be announced here on X soon.
Thank you for being part of Ptah.trade's first chapter.
This is just the beginning.
Ptah.trade — Fair for All.
@cz_binance @heyibinance
daddy.eth retweeted
都吹牛逼的,我是正儿八经挖了四个多月,4090 5080 5070 3080ti 四张卡630th的算力,pearhash池子,四个多月了1813枚币。除非你在safetrade一直收货,不然哪里发财。租算力的都是挖提卖,能赚50%都算烧高香了。除非你挖提卖一直拿着,不然哪里赚十几万刀。
daddy.eth retweeted
显卡挖矿
这几天珍珠 $PRL 和 #TSC 涨势凶猛。
显卡现在可以珍珠pearl 和nock双挖pearl.luckypool.io/
双卡5090 一天 18个prl,5个nock 左右。
TSH ,官网下载钱包桌面端
git.tensorcash.org/tensorcas…
在这个矿池挖
双卡5090 一天10个左右
tsc-miner.tiger-pool.com/
daddy.eth retweeted
A 大选矿有点说法~
专注POW挖矿几十年😁,第一时间发现潜在矿币
pool.gozero.trade
来他挖矿交流群玩啊。
t.me/gangjingjiaoliu1
刚才群链接不对🤣




















































