卖飞哥 🐊(互 F 🤝 学习) (@ResearchKONG) header
卖飞哥 🐊(互 F 🤝 学习) (@ResearchKONG) profile picture

宏观、AI 与 Web3 研究。分享数据分析、市场观察和工具实验。内容仅供研究交流,不构成投资建议。

新加坡
Joined September 2020
Photo by 卖飞哥 🐊(互 F 🤝 学习) (@ResearchKONG)Photo by 卖飞哥 🐊(互 F 🤝 学习) (@ResearchKONG)Photo by 卖飞哥 🐊(互 F 🤝 学习) (@ResearchKONG)Photo by 卖飞哥 🐊(互 F 🤝 学习) (@ResearchKONG)Photo by 卖飞哥 🐊(互 F 🤝 学习) (@ResearchKONG)Photo by 卖飞哥 🐊(互 F 🤝 学习) (@ResearchKONG)Photo by 卖飞哥 🐊(互 F 🤝 学习) (@ResearchKONG)Photo by 卖飞哥 🐊(互 F 🤝 学习) (@ResearchKONG)Photo by 卖飞哥 🐊(互 F 🤝 学习) (@ResearchKONG)Photo by 卖飞哥 🐊(互 F 🤝 学习) (@ResearchKONG)
Zec 小图片又来一个新项目,让人想起了铭文时代的 BITMAP... teapawt.net/ZecMap_/status/2102014…
Not the whole map. One of 2222 tiles on $ZEC.
365
卖飞哥 🐊(互 F 🤝 学习) retweeted
LOG.observed() // AES-256 // Early -> Granted Node
257
138
177
232
21,063
又是 zec 小图片,蹲一手
LOG.observed() // AES-256 // Early -> Granted Node
215
10k ghosts. Zero faces. Proven on-chain. Identity off. @zkghosts_ teapawt.net/zkghosts_/status/21008…
2
204
卖飞哥 🐊(互 F 🤝 学习) retweeted
当 $pair 飞轮开始的时候,涨势就会冲天 可以类比 $pons 特别是今天不仅是 $pair 一个币启动 还有 $cinema 启动 $cinema 是pair 台子上的一个币,今天被提及,直接暴涨到最高15m ,交易额达1700w 而这些交易费将用来明天回购 $pair 所以明天回购的力度更大,涨势更凶 我们依然还在早期 10m is fud 100m!
Robinhood 链下一个顶级神标 $pair @pairdotfund 在Robinhood 链作为新台子在前天登陆 主要核心为一个多池启动平台,允许用户部署与一篮子标准股票代币配对的代币。由 Uniswap v4 hooks 提供支持。 简单来说,你可以将多个股票代币与一个 CA 配对 这代表着 meme和股票不再受限单一性,一个模因币能够同时推动多个股票对的交易量 多股票配对的优势会在后面慢慢彰显 整个台子呈现积极的交易量,并且超百个代币毕业,这在Pons 初期已经是大大成功了 团队将90%的平台手续费用于回购且销毁代币,让代币具备通缩能力 随着交易量上升,平台手续费增加,销毁代币,代币继续上涨,吸引更多人交易,完成闭环 0x6b1d42927b1a84ec28fa88d4fc6fa7af404966be 非常早期,低估了的宝石💎
3
2
1
16
29,108
卖飞哥 🐊(互 F 🤝 学习) retweeted
apparently $BONER cornering the weekend float of tokenized $HIMS was not an isolated piece of onchain stupidity... there is already another stock-paired memecoin getting dangerously close to the same structure... $SAYLORMOON/$MSTR... the pool currently holds roughly 2,077 tokenized MSTR against a total minted supply of about 6,416... that puts 32.4% of the entire onchain MSTR supply inside one memecoin pool... and unlike most of the other stock-paired memes I checked, this one already has enough activity to make the ratio matter: > roughly $3.5M daily volume > around $554K liquidity > approximately $3.16M market cap > nearly 40% movement during the shorter six-hour window... the main MSTR/USDG routes still contain roughly 1,200 MSTR, so the float has not been properly cornered yet... but this pairing has one extra feature that BONER/HIMS did not... MSTR is effectively a high-beta BTC vehicle. BTC keeps trading through the weekend while the actual MSTR share, its creation route and most traditional arbitrage remain asleep... a sharp BTC move can therefore change the implied value of MSTR while memecoin demand is simultaneously removing the tokenized wrapper from circulation... the number I am watching is 40%... if SAYLORMOON absorbs more than 40% of minted MSTR while the stablecoin routes fall below roughly 500 MSTR, the available weekend float becomes thin enough for the same premium feedback loop to begin... solana:FL4eKdJrVZ1dVu1RoekeQRnuPxavzD4oCcR5HTcspump/$AMC is already further ahead at roughly 45.3% of AMC supply inside its pool, but after a five-figure % move, calling that “ripe” would require some unusually advanced entry mathematics... SAYLORMOON still looks like the cleaner experiment... still very early, extremely reflexive and one large wrapper mint away from the entire thesis getting arbitraged back to earth...
This is one of the wildest things I've seen play out onchain (incidentally close to how I described previously)! The solana:GDAdCvjiRoGxA18ya3Qha1DD6bbzbR9Z9AGpMa9Tpump memecoin just cornered 81% of the onchain supply of a tokenized public company $HIMS while Wall Street was closed for the w/e solana:GDAdCvjiRoGxA18ya3Qha1DD6bbzbR9Z9AGpMa9Tpump is paired directly with tokenized HIMS equity on Robinhood Chain As BONER rallied, traders entering through USDG or ETH had to acquire HIMS before swapping it into the BONER/HIMS pool The result: - 12,284 HIMS accumulated inside BONER liquidity - Total onchain HIMS supply is only around 15,227 - BONER’s pool therefore contains roughly 81% of the entire supply - The main HIMS/USDG pool was left with around 92 HIMS against $135K of USDG liquidity HIMS closed Friday at $28.84 on the NYSE With most of the tokenized supply sitting inside BONER liquidity, onchain HIMS traded around $39 That's a 37% premium to the real share price This was not technically a short squeeze because there is no evidence of shorts being liquidated or forced to cover; it was a "float squeeze" Demand for the memecoin absorbed the available tokenized HIMS inventory faster than market makers could replenish it while the underlying market was closed The actual NYSE equity was unaffected. HIMS has roughly 225M real shares outstanding compared with just 15.2K tokens on Robinhood Chain The distortion also inflated BONER’s displayed dollar market cap because its HIMS denominator was itself trading above NAV At the prices shown, BONER’s displayed $9.4M market cap was closer to $6.9M when HIMS was marked at Friday’s real closing price When traditional markets reopen, authorised participants can mint additional HIMS or arbitrage the wrapper back towards NAV Until then, a memecoin has effectively squeezed the weekend float of a tokenized equity Robinhood Chain is becoming a live experiment in what happens when 24/7 crypto liquidity collides with assets that still follow market hours There are levels to this that will hit mainstream media and bring A LOT more eyes to crypto This is how retail returns to the trenches
1
1
2
1,873
卖飞哥 🐊(互 F 🤝 学习) retweeted
$PONS 0.03卖了,希望不是农民思维。
16
1
1
20
18,282
Claude Code 官方把“少输出”也列进 token 节省技巧, 我觉得这比来回换模型更容易见效。 模型一直吐大段调试信息,省下来的上下文很快又会被日志填回去。 开发者先把输出管住,通常比折腾模型型号更省事。
2
370
AI agent 在 RuneScape 里的讨论, 比“某基金只买了心仪股票 0.00005%”更值得看。 前者至少能检验代理如何在真实规则和反馈里行动,后者多半只是把名人仓位包装成情绪燃料。
1
320
Anthropic投资者把IPO估值押到2万亿美元,这个数字看着够猛。 模型能力可以先把预期抬起来,但上市后市场盯的还是收入和现金流。 商业化要是接不住,模型再强也撑不起这个估值。
1
1
325
$SPCX 昨晚回踩130后冲到140。 支撑位兑现一次,不等于底盘已经稳了。 冲到140附近又回落,先看能不能重新站回140,站不住的话,这次更像反弹, 别急着当成趋势确认。
255
去年鲍威尔暗示75个基点降息时,核心通胀还有3.1%;现在降到2.6%, 市场却没有因此更放心。 降息预期碰上对美联储信誉的担忧,长久期资产未必马上受益。 我不会只盯着通胀数字。
3
4
265
1913年以来,美元的长期购买力已经明显下降。 账上的数字没变,能买到的东西却变少了。 现金适合应急,拿它当长期安全感,就得接受它慢慢变薄。
231
海力士差一点回本,还是止损了。 最折磨人的,反倒是以前在同一个标的上赚过钱,脑子会一直替它找下一个上涨理由。 熟悉不等于还值得拿着,止损就止损,别再给摊平找台阶。
1
205
7月沙特对美原油出口直接归零,8月美国中东进口却预计冲到战争以来最高。 供应链切换比很多人想得快,把这个月的断点直接当成长期脱钩,判断还早了点。
211
黄金这波有点意思:霍尔木兹海峡重开有进展,避险压力按理该降温,但金价没怎么松。 现在更该盯的是利率预期还在托着它。 别太快把这轮强势简单归成避险交易,市场可能在交易另一条线。
217
Marine One周二搭载特朗普起飞时发生短暂空中交通安全事件,联邦航空官员正在审查。 现阶段更像一次航空安全复盘,别急着把它硬拽成宏观或市场风险信号。
1
2
202
模型到底是谁训练出来的,别光听两边互骂。 如果数据、标注和样本交易都在同一个市场里流动,归属就很难靠一句“偷了”或“原创”说清。 投机者先看证据链,不要先选阵营。
1
180
GS Chain 在伦敦证券交易所恢复挂牌和交易。 说实话,恢复交易先解决的是市场通道问题,不等于基本面已经反转。 我会先看复牌后的成交是否连续,别把“能交易”直接当成“值得追”。
170
Anthropic不到两个月发到第4个Claude 5,Opus 5有百万Token、 五档effort,编码提升22%。 独立开发者起步更容易了,账单也会更快滚起来。 模型越强,越要先算清楚:产品收入能不能盖住API调用成本。
1
182