Earning Artist retweeted
加密交易所正在悄悄抢传统金融的生意。
TokenInsight @TokenInsight 最新发布的 2026 年 Q3 交易所报告，有一组数据值得关注：九家主流交易所的股票永续合约季度交易量达到 1.61 万亿美元，是商品永续合约的三倍以上，占 TradFi 永续合约总交易量的 77%。
具体排名：
🥇 Binance：9,430 亿美元，市场份额 58.60%
🥈 OKX：2,540 亿美元，市场份额 15.79%
🥉 Bitget：1,220 亿美元，市场份额 7.60%
三家合计拿下约 82% 的市场份额，头部效应相当明显。
整个加密交易市场其实并不算景气。报告显示，Q3 加密交易所整体交易量环比下降 27.5%，现货交易量跌幅更是达到 55%。但另一边，股票和大宗商品永续合约却做到了 2.1 万亿美元的交易规模。
这意味着什么？当传统 Crypto 交易市场增长放缓，交易所开始把目光投向美股、黄金、白银、原油等传统金融资产。
以前我们在加密交易所买 BTC、ETH，现在已经可以直接交易英伟达、特斯拉以及各类传统资产的永续合约。
Crypto 与 TradFi 的边界，正在被交易基础设施一点点打破。
未来，可能不只是哪些交易所能拿到更多币圈用户，而是谁能率先成为连接全球资产的综合交易平台。
这场竞争，才刚刚开始。
KOL也不灵了
Here is the list of every washed “KOL” who made a post about us 🧵.
(Block every single one of them if you value your time and care about what you see on your timeline. I’m tagging them here to make it easier for you.)
They ran into the deal like they hadn’t eaten in weeks, and every single one of them posted very positive things about us. But now, apparently, they have turned against us and are calling us “scammers” after how we found out they botted their posts, posts boosted by engagement-farming groups, identical AI-slop replies, and thousands of views within the first second of posting about our project.
Now, for the knowledge of all projects and crypto enthusiasts out there: block every single one of them. These people have no morality or influence, and they don’t even care what the project is about. All they care about is getting their free money for their slop and botted posts, and then leaving.
Just know this important sign of a “washed KOL”: they post about a project to their community, calling everyone to join and take a closer look at it, and then call it a scam. They simply contradict themselves and don’t care about their followers or community, because none of them are real, and every reply under their posts feels staged, like North Korean citizens meeting Kim Jong Un. They don’t care about anything but their 50 bucks per post.
Every one of them is simply a cancer to CT and to all crypto projects. Be smart and never let them farm you!
A real KOL with real influence will never post about a project if he or she isn’t sure about it.
Because of this garbage, we lost a lot of time, but our team will move forward stronger!
还是要做交易
据 TokenInsight 发布的 2026 年第三季度交易所报告，九家主要交易所的股票永续合约总交易量达 1.61 万亿美元，为商品永续合约交易量的三倍以上。其中，Binance 以 9,430 亿美元交易量排名第一，市场份额为 58.60%；OKX 以 2,540 亿美元排名第二，占比 15.79%；Bitget 以 1,220 亿美元排名第三，占比 7.60%。三家交易所合计占据约 82% 的市场份额。wublock123.com/news/tokenins…
2024年Ramp 还是一百亿美金市值，亚太区不太被知道，只有美国企业才可以使用他们的服务。
Growth Speed > Margin > Revenue.
Ramp is worth more than 3x Airwallex, Mercury and Slash combined.
> @tryramp makes a bit over $2B a year. Investors just valued it at $60B.
> @airwallex isn't far behind on revenue. It runs at $1.3B a year, and its June round valued it at $11B.
> @mercury also passed $1B a year, and it's valued below Airwallex.
Side by side, the revenues are close, but not the valuations. Ramp sits alone at the top of the chart, and the rest of the category is bunched at the bottom.
Visa财报披露，稳定币结算年化规模已超250亿美元，同比涨10倍，挂钩稳定币的卡项目超225个。星展调研显示，88%的大企业已在用或试点代币化货币。但250亿美元，放在Visa一年14.2万亿美元的支付量面前，还不到0.2%。稳定币没有取代卡组织，是被卡组织收编成了自己的结算通道。
10月27日，Stripe推出Stripe Pay，企业凭主页handle就能互转，即时且免费。同一天，Ripple联手C2FO，用RLUSD在XRPL上给供应商秒级结算，BNY也开始托管RLUSD。转账越来越快、越来越免费，转账本身已经不赚钱了。接下来拼的是谁拿住账户入口，赚钱的是账户里的余额和融资。
Earning Artist retweeted
「U 卡对比」更新了 💳
整理了 26 张卡常见的开卡条件、支付支持、返现与月收益参考，测算考虑已知磨损和返现上限。
数据来自我个人的消费记录，以及网上公开资料和实刷分享。费用还在补充中、积分折值，方便大家参考。
有不对的地方，欢迎纠正～
H5端：card.lengziyu.cn/profile/too…
PC端：card-fi.com/tools/u-card-com…
OCC发布GENIUS法案细则，明年1月生效；汇丰在PayMe上线港元稳定币，330万用户直接用；新加坡BLOOM拉进Visa、万事达和3家央行。稳定币正在被监管和卡组织收编。明年拼的不是支不支持稳定币，是牌照+风控+本地出金。做支付的，该补合规课，不是发币。
Earning Artist retweeted
德国人无疑是全世界最高尚的，他们为中国送来了马克思主义，为俄国输送了列宁，为美国送去了特朗普的爷爷，而自己自留了一个美术生🥲🥹🤓☝️
哈？！
I gave my Grok Bot $3,000 and went to sleep.
9 hours later: $12,500.
4.17x. And no single agent made that money alone. It's a relay.
Five agents. Each one does one thing, then hands the coin to the next:
> SCOUT finds every new pair on Solana. 14,200 tonight
> ANALYST runs the rug and holder checks. Top 10 wallets over 30%, dead. Mint not revoked, dead. 312 survived
> SNIPER enters the ones that pass. 0.4 second fills
> RISK trails every open position and never lets a winner turn red
> BANKER takes the exit and moves the profit off the table
A coin has to get past all five. Most don't make it past the second.
14,200 pairs found.
312 passed the checks.
118 trades taken.
97 green. 21 red.
The first approval of the night was $TRUMP. A −34% wick, bids stacked underneath, 5 checks passed. SCOUT found it, ANALYST cleared it, SNIPER was in before the bounce.
Nobody on the desk does two jobs. Nobody skips a step. The scout can't buy, the sniper can't pick, and the banker doesn't care how good the chart looks.
Hour 0 - $3,000
Hour 3 - $4,800
Hour 6 - $8,900
Hour 9 - $12,500
I woke up. The relay never stopped.
The whole build is in the post below ↓
Earning Artist retweeted
Multiple chains, one coins.
BNB 链又要搞一条新L1
在BNB Chain的官方文档在10月22日更新了New L1计划。
🚀不是简单给BSC升级，而是准备重新设计一条全新的高性能L1。在文档里没有标注新链名称，标注为TBD（待定）。
看了下，几个关键信息：
1、再造一条新L1，不是替代BSC。
现有 BSC继续运营，新L1与BSC 并存，通过原生跨链桥连接。
BSC继续承载现有庞大的DeFi和应用生态，新L1则专门服务那些对交易速度、延迟和性能要求更高的业务。
2、不发新币，继续使用BNB。
新L1不会发行独立代币，继续使用BNB作为Gas、质押和治理的核心资产。这么看是做增量，如果新L1能承载更多交易、支付和泛金融业务，其实对BNB的需求也是更大的。BNB现在价格743，这下子又有预期了。
3、交易性能是重点
200毫秒出块，约20毫秒交易预确认，亚秒级交易排序等。明显是冲着高频交易、链上订单簿、支付等场景去的。
这两年Hyperliquid、Lighter、Aster等交易平台的发展，也让大家看到交易基础设施的重要性。
4、上线时间。
文档里说已经运行内部多验证者开发网，但还没有公开测试网或主网，计划2026年底推出测试网，2027年初推出主网。（握草，这不马上就快来了么？）
5、为什么要搞新链
大家对BSC的印象，更多是手续费便宜、用户多、Meme活跃，背靠币安生态。这次重新做一条L1，释放了一个很明确的信号：BNB Chain不满足于只做通用公链，而是要进一步争夺高性能链上金融基础设施的市场。
很大一部分原因丰密我觉得应该是Perp dex带来的压力与未来的潜力， 以前大家觉得链上交易只是中心化交易所的补充，现在越来越多的交易需求转向链上，最近一段时间链上Perp的日交易量合计都接近币安合约的1/3，虽然有积分激励等因素，但这个趋势是不容忽视的。
对于我们普通用户：
值得关注的是新L1开放测试网后，除了重点关注哪些新协议、新玩法和早期生态机会，
还有哪些是可以重点👀的！
@BNBCHAIN @binancezh
