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…
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10k ghosts. Zero faces. Proven on-chain. Identity off. @zkghosts_ teapawt.net/zkghosts_/status/21008…
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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💎
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 $6.9M when HIMS was marked at Friday’s real closing price
When traditional markets reopen, authorised participants can mint additional HIMS or arbitrage the wrapper back towards NAV
Until then, a memecoin has effectively squeezed the weekend float of a tokenized equity
Robinhood Chain is becoming a live experiment in what happens when 24/7 crypto liquidity collides with assets that still follow market hours
There are levels to this that will hit mainstream media and bring A LOT more eyes to crypto
This is how retail returns to the trenches
Claude Code 官方把“少输出”也列进 token 节省技巧,
我觉得这比来回换模型更容易见效。
模型一直吐大段调试信息,省下来的上下文很快又会被日志填回去。
开发者先把输出管住,通常比折腾模型型号更省事。
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AI agent 在 RuneScape 里的讨论,
比“某基金只买了心仪股票 0.00005%”更值得看。
前者至少能检验代理如何在真实规则和反馈里行动,后者多半只是把名人仓位包装成情绪燃料。
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$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。
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