Andy retweeted
[Report] Digital Asset Treasury: From Premium to Multiple
Digital Asset Treasury companies are publicly listed firms that hold digital assets such as Bitcoin as core assets on their balance sheets, while engaging in capital raising and revenue generation. Originating with Strategy, the model has recently expanded to include diverse cases such as Metaplanet and DeFi Development.
• The Archetype of Premium: Strategy’s NAV premium stems from its relatively high accessibility and volatility compared to its underlying assets. Through additional capital raising, it established a financial engineering flywheel that actively capitalizes on this premium.
• Expansion and Differentiation: Metaplanet has adopted a rapid BTC accumulation strategy driven by reliance on specific external capital. Meanwhile, Sol Strategies and DeFi Development have differentiated themselves as operational DATs by monetizing through Solana staking and DeFi integrations.
• Multifaceted Risks: The DAT model contains inherent structural vulnerabilities, including premium collapse (structural risk), dependence on underlying asset prices (market risk), and debt repayment pressure (financial risk). These risks become amplified during bear markets, leading to potential downward spirals.
• Challenges for Sustainability: Mere asset accumulation is only the initial step toward securing working capital for business operations. To build sustainable market presence, DATs must engage in active asset management or develop new business strategies utilizing digital assets. On-chain and off-chain monetization models, along with platform-based businesses, are essential for converting temporary premiums into sustainable market multiples.
The full report "Digital Asset Treasury: From Premium to Multiple" written by @Earl_Senor and @Touslesjours_70 can be accessed through the links below⤵️
ENG: research.despread.io/digital…
KOR: research.despread.io/ko/digi…
JPN: research.despread.io/ja/digi…
Andy retweeted
Korean Mindshare on pre-tge
DeSpreadLabs monitors more than 900 Korean TG chat and analyzes the data to measure mindshare.
Most Korean retails are more active on TG than on X.
1st: @AbstractChain
2nd: @AlloraNetwork
3rd: @Backpack
4th: @boundlesshq
5th: @monad_xyz
Andy retweeted
[Report] A Strategic Framework for the Coexistence of the Three Pillars of Digital Currency
This report aims to analyze the global issuance and circulation mechanisms of digital assets that claim to function as legal tender, and to propose regulatory directions and growth strategies that should be adopted by Korean policymakers and industry stakeholders. Readers in other jurisdictions are encouraged to interpret the findings within the context of their own regulatory environments.
Key Points
- CBDCs and stablecoins are not substitutes but complements, reflecting the traditional dual structure of central bank money and commercial bank money in a digital context.
- Bank-issued stablecoins are optimized for wholesale settlement and institutional trust, while non-bank stablecoins serve retail economies and Web3 ecosystems—together forming a parallel framework.
- As demonstrated by initiatives like Project Agorá, CBDCs are essential for cross-border settlement due to their legal finality, protection of monetary sovereignty, and governance neutrality.
- To balance monetary sovereignty with innovation, Korea should pursue a dual-track approach: allowing non-bank stablecoin experiments within regulatory sandboxes, while promoting institutional stablecoins led by commercial banks.
The full report "A Strategic Framework for the Coexistence of the Three Pillars of Digital Currency" written by DeSpread Head of Strategy @Earl_Senor can be accessed through the links below⤵️
ENG: research.despread.io/cbdc-st…
KOR: research.despread.io/ko/cbdc…
JPN: research.despread.io/ja/cbdc…
ZH: research.despread.io/zh/cbdc…
Andy retweeted
Happy to roll out the HypurrCorea: @SKYGG_Official x @DeSpreadTeam Staking Dashboard!
Stake $HYPE and get ticket point for the upcoming lottery!
Hyperliquid.
hypurrcorea.com/dashboard
We’re excited to announce the launch of the HypurrCorea: @SKYGG_Official x @DeSpreadTeam Validator Dashboard and Ticket Point system for the upcoming Lottery 🎉
HypurrCorea Dashboard Link: hypurrcorea.com/dashboard
Andy retweeted
한국, 중앙은행 vs 민간 스테이블코인 디지털 화폐 주도권 전쟁의 시험장 되다
• 이창용 한국은행 총재, 국내 6대 시중은행(국민·신한·하나·우리·농협·기업은행) CEO들을 직접 방문해 도매형 CBDC (wCBDC) 및 예금 토큰(토큰화 예금) 참여를 독려. 이는 공식적으로 전례 없는 행보로 평가됨.
• 은행들은 4월부터 한국은행의 ‘한강 프로젝트’(국내 예금 토큰 실험)에 참여 중임에도 불구하고, 최근 공동 스테이블코인 발행 계획을 발표하며 공공 vs 민간 디지털 화폐 경쟁 구도 형성.
• CBDC는 BIS 주도의 국제 프로젝트 ‘아고라(Agorá)’와 국내 결제 실험 ‘한강’으로 이중 추진 중. 한강 프로젝트에는 일반 소비자 10만 명도 시범 참여 예정.
• 예금 토큰과 스테이블코인의 핵심 차이점:
- 스테이블코인은 완전 담보(narrow banking) 기반으로 신용 창출 제한 우려 존재.
- 일부 국가는 스테이블코인이 중앙은행 감독 외부에서 유통되어 통화정책 효과 저해 가능성 있음.
- 대부분 스테이블코인은 퍼블릭 체인 기반, 예금 토큰은 허가형 네트워크 사용.
• 이종렬 부총재보, 예금 토큰의 퍼블릭 블록체인 상 발행 허용 가능성 언급. 민간 스테이블코인과의 공존 전략 검토 중임을 시사. 단, 글로벌 스테이블코인이 통화주권을 위협할 수 있음은 재차 강조.
• 한강 프로젝트, 은행 예금 기반 토큰 외에도 wCBDC로 전액 담보된 전자화폐형 토큰, 그리고 증권결제용 제3자 플랫폼 연동 토큰 등 다양한 형태 지원.
• 스테이블코인 관련 입법도 진행 중이며, 한국은행은 감독 주체로서의 중심 역할을 원하고 있음.
• 글로벌 시사점: 한국은 민간 혁신과 통화주권 사이의 균형을 모색 중. 총재의 직접 개입, 비용 지원, 제도적 유연성 확대를 결합한 전략은 다른 나라 중앙은행들의 벤치마크가 될 가능성.
📰 ledgerinsights.com/korea-bec…
Andy retweeted
Interesting. South Korea is a highly valuable market with strong purchasing power for both crypto and AI.
- Weekly active ChatGPT users in Korea has increased 4.5x over the past year.
- Korea ranks second in the world for the number of paid ChatGPT subscribers, following USA.
As someone whose family’s story is deeply tied to Korea, it was especially meaningful to announce today that we’ll soon open an OpenAI office in Seoul.
ChatGPT's growth here has been off the charts—weekly users grew over 4.5x last year, and Korea is now our top country for paid subscribers after the US!
Andy retweeted
Search “Product Marketing Manager” on LinkedIn, you’ll get pages full of information.
Try “Product Marketing” + “Crypto”?
You’ll get zilch, nada, and crickets.
Try “Product Marketing” on Web3 Careers. Only 2 open positions..
That silence is why no one’s using your dApp.
That silence is why your token’s chart looks like a ski slope.
Web2 companies are out here hiring PMMs.
Web3 is hiring vibes.
Because in Web3, we rarely launch products, we launch coins.
Tweet “wen launch,” cross our fingers, and pray to the CEX gods.
And when it dumps, we blame the market.
Or the VC, or the vibes.
But maybe the real reason is simpler:
> No funnel.
> No onboarding.
> No retention.
> No one stayed.
Because no one came, in the first place.
Web2 builds journeys, Web3 builds hype.
And then we wonder why we crash.
This isn’t a market problem, it’s a marketing one.
We don’t need more announcements, we need activations.
We don’t need louder influencers, we need smarter funnels, and micro influencers.
You can’t PMF your way out of marketing debt.
And you can’t vibe your way into product adoption.
Here’s the fix:
Build a real product. Market it like a product.
Track CAC. Track usage.
Track retention, not engagement on your teaser post.
Product marketing isn’t a nice-to-have, it’s survival, a must-to-have.
If Web3 wants to outgrow the casino phase, it needs to grow up.
Andy retweeted
BM Beras!🐻
A guidebook to find honey jar.
All about POL mechanism and the ecosystem flywheel.
Henlo, and furthermore, ooga booga
See you all in BeraHive Seoul
👉lu.ma/012rzm94
Andy retweeted
《 @EclipseFND 中文 AMA 重點整理 》
🔍 Sybil/女巫 相關
• 會排除明顯的 bot、無效的 Twitter 和 Discord 帳號
• 沒有 IP/VPN 限制問題
• 強調會「綜合評估」,不只看某一項
• 沒有所謂「50 筆TX」的條件,已明確否認謠言
🐄 養牛相關
• 需要養牛,Turbo Tap 是目前生態的核心
• 交易所活動的 Grass 後續會自動加進去
• 排名不是最重要
🎓 ASC 相關
• ASC 和養牛的獎勵是分開計算的
• ASC 權重表無法公開,暗示會有獎勵的
• 尚未快照,Delist ASC
• Moo game pass 卡沒有實際作用,不要購買
🌐 生態發展
• 生態接下來會重點發展 DeFi 與遊戲 Dapp
• 未來有機會在中國舉辦線下聚會
--
以上是佐哥選擇性的去記錄下來的,有些沒太重要的我就不寫了
謝謝 @purplepill3m @Alucard_eth 用心照顧中文社區,牛逼,thank you 💚
Eclipse everything
Andy retweeted
Bridge the Modular Future with @hyperlane
@MitosisOrg
Join us for the meetup where they will share their vision and goals with the Korean community.
Don’t miss this chance to connect with the team!
Modular Expansion.
lu.ma/arsnq365
Andy retweeted
Growth 0 to 1: Berachain
What inspired me to write "Growth 0 to 1: Berachain" was reading jani(@deepname99)'s "Bonga Bera 101." Looking back at Berachain's journey was fascinating, and I felt compelled to share their growth story with others.
The Berachain team, led by @SmokeyTheBera, @itsdevbear has achieved unprecedented success even at the testnet stage. The scale of their ecosystem, diversity of participants, and sheer liquidity they've attracted sets a benchmark that will be hard to match.
I've documented their growth strategies chronologically as a playbook, analyzing the key moves that drove Berachain's expansion.
My hope is that this analysis will serve as a valuable reference for other projects and growth strategists in the space.
The chain has a bear on it. - Berachain
Andy retweeted
《 @EclipseFND Turbo Tap Boosts 更新 》
這次共有 4 個:
1. @AstrolFinance 👉 Borrow $200
這個我已經發過多篇推文了,養牛必用,直接放大你的被動草,假設存入 0.3 ETH,借出 0.2 tETH,被動草會用0.5 ETH 做計算!作弊般的存在
astrol.io/?referralCode=6295
🌿Passive Grass+10%
2. @scopenft 👉 持有 5 個不同的 OE 收藏
Eclipse 目前唯一的 NFT 交易平台,希望可以趕快有其他的平台支援,Scope 確實是不太好用 🥲
scopenft.xyz
🌿Grass per Tap+1
3. @save_finance 👉 Borrow $300
基本上跟 Astrol 一樣,都是借貸平台,操作也很雷同,自行評估風險,達成條件就好不要放太多錢
eclipse.save.finance
🌿Passive Grass+10%
4. @relic_dao 👉 Keep Data Staking ON
任務型的平台,透過簽到、看影片(廣告)...等獲取積分這樣,基本上只需連結錢包,並完成基本資料與社群媒體連結就可以完成
eclipse.relicdao.com
🌿Grass per Tap+1
--
目前我的 Boosts
主動點草 +9、被動 1.95x
@CryptaraConq 真的太難了我放棄...能不能改成過第 3 關就好 😭
Andy retweeted
Henlo! 很高興宣布我成為了 Berachain 官方大使! Join Berambassador 🐻
Henlo, excited to announce that I'm now a Berambassador 🐻
Being native and naive, eco builders and community all matter
這是我從行情不好的時候開始了解 Berachain 生態以及接觸當中不少團隊過後的心得
社群和建設者如何看待一個社群,如何互動也將成為一個生態後續的成敗
以下來分享為何我會看好 Berachain,以及後續將會持續往哪些方面邁進,帶給生態價值,又會著重分享哪一類型的資訊給大家
很多人不知道, @berachain 起源於 Olympus 的一個提案,對於上一個週期的 DeFi 玩家肯定不陌生,不過這一點也一直成為我後續考慮要專注於哪一個生態的原因
關於生態飛輪這件事,創新的 PoL 機制會是 berachain 上線後一個很重要的起點,當然對於機制 run 不 run 得起來這件事眾說紛紜,但是 PoL 至少讓我這個 DeFi 老玩家看到了很大的希望,生態需要 TVL,但是現在的散戶卻不喜歡存錢提供流動性
問題出在哪裡?無非就是收益沒有確定性,怕被 pua 太久,享受不到陪伴生態成長的紅利
節點驗證在每一個生態都扮演著極其重要的角色,目前我看到節點商有認真跳下來參與生態的除了早期的 Cosmos 各團隊之外,最積極的無非就是 Berachain 以及近期興起的 Hyperliquid 社群
節點商不再只能躺平賺取被動收益,他們必須和生態用戶、項目方進行博弈,提供資源提高質押誘因,一起參與建設才能讓三方共贏,我想這也是 PoL 可以確保早期用戶真的能夠有遠比其他生態早期參與拿到收益的部分
簡單舉例:
@DeSpreadTeam 韓國代表
@ttt_lab 越南代表
@dappchaser @0xBeraHome 華語代表
提供技術資源支持的同時分別也都有在經營社群、提供資訊上花上了非常多的力氣,這些生態上的「基本面」其實已經有目共睹,更不用說先前 pre deposit 的時候大家一起瘋狂 yap 上榜的時候了 😂
@0xYond @ecrivaine_k @0xSleepinRain @leslienomad
這些背後的重要人物有何共通點?我想就是 native、OG,經營社群不易,不能只是水群而已,要能夠摸清生態核心圈是誰,要帶社群炒幣把握機會,如此才能有飛輪效應,也是我當初選擇 Bera 的一點
因為在各個地方遇到的夥伴都是我認識一陣子或是認同的人
就像上面提到的,關於未來分享資訊這件事,尤其是「生態 alpha」的部分我會繼續努力,除了生態的資訊更新會持續之外,也會努力跟不同地區的團隊保持聯繫,今天也帶你直接認識 Berachain 上面的重要人物!
說到社群中的活躍人物當然不能不提 top 20 berachain yappers
@aixbt_agent 第一位應該不用說了,目前存在感最高的 ai agent,源自於 Virtuals 生態,近期他提到有關 Berachain 的推文如下
1️⃣ berachain 的 pre deposit tvl 已經超過了 13 億美元,超過了 avalanche(目前已經 17 億了 )
teapawt.net/aixbt_agent/status/187…
2️⃣berachain 原生協議在發布前已達到 10 億美元 tvl
RFB 計畫批准了 127 個項目,其中的獎勵將會有 70% 分配給主網用戶,他認為期間將會有 2-3 倍的 TVL 增長,也就是 2-3B 左右的量體
teapawt.net/aixbt_agent/status/187…
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@SmokeyTheBera berachain 的大家長,berchain 共同創辦人,應該也是目前我看過 Layer 1 生態最勤勞 yapping 的大哥了,Smokey 厲害的地方在於不只親自在社群上回覆,同時在很多社群中也都有親自加入,就連我們的
@allaboutbera 他也在裡面,是少數可以超越 aixbt 的存在
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@waleswoosh :知名的 NFT KOL,有趣的是他自己也有 @thewaleshow 節目,將會在這週五晚間 12:30(UTC+8)的時候和 @0xhoneyjar 以及 @deepname99 舉辦 Berchain 生態的 AMA,值得期待!
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@deepname99:同樣是 Berachain 生態系的大家長
honeyjar 創辦人,Honeyjar 可以說是生態中的最元老團隊之一,同時製作的各個協議也在生態中佔有一席之地,包含自身創建的 dashboard、Mibera 以及 Henlo 等等,非常值得期待
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@hosseeb 為 @dragonflyvc 管理合夥人,時常在推特上分享產業洞察,我找到了一份有趣的觀點,Haseeb 認為 Canto 和 Berachain 在 Evmos 之上添增了有意義的創新
teapawt.net/hosseeb/status/1874129…
@wajahat 為 @ivx_fi 團隊成員之一,本身除了是 Berachain 項目方之外,平常也時常撰寫 DeFi 賽道相關內容,也有自己的 youtube 頻道,非常值得追蹤
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@whoiskevin 為 @0xoogabooga 的團隊成員,一樣感覺也是沒在休息的,7/24 都在發文,追蹤他絕對可以對 berachain 生態有深度的了解,數據、生態知識都很豐富
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@captainjack 為 Berachain 官方團隊的 DeFi 負責人,先前待過 Polygon 以及 UBS,早期我們了解 PoL 制度也是多虧了 Jack
要讓 Berachain 生態內的資金跟飛輪跑起來,一定要有一個懂 DeFi 的人,Jack 在這一方面我認為有很大的功勞
其他推薦追蹤的熊鏈官方成員:@camiinthisthang @knowerofmarkets @pandaberaa
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@Cbb0fe 知名 berachain 資產大戶,如果有玩過 friendtech 和 blast 一定對他不陌生
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@henlo 是剛剛提到 @0xhoneyjar 有關的迷因社群項目,目前支援的 NFT 以及迷因幣其實非常多,超過 40 種,建議趕緊綁定你的錢包領取 $HENLO points,除了有
BAYC azuki pudgy 之外,可以看到他們也空投了非常多 solana 生態用戶包含 MadLads $WIF $GOAT $POPCAT 等
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@dcfgod 知名的幣圈 OG 以及天使投資人,本身也是 berachain 投資人,其他投資項目包含 @InfraredFinance @Dolomite_io @origami_fi @0xoogabooga 等
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@leslienomad Berachain 官方亞太 BD,也是華語區的大家長,默默在背後給了我們很多支持,也是一定要 follow 的,跟 Leslie 是上一輪熊市認識的,對於急切想要認識市場上任何的新敘事的朋友,一定要跟緊
@jaibhavnani 為 WaymontCo 團隊成員,他同時也是先前 RariCapital 的共同創辦人
於推特上表示 Berachain 是他目前最看好的生態,其次是 @plumenetwork 、 @movementlabsxyz
@WaymontCo 為一個為高淨值人士設計的託管平台,提供交易策略、安全檢測等功能
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@NhatETH 為近期崛起的大人物之一,有玩過 base 上 @daosdotworld 的人肯定知道他是負責人之一,平常提供的資訊也是非常豐富,同時也看到他開始介紹 Berachain 生態中的 NFT 項目了
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@nics_off 為 @cave_off 的創辦人,Cave 可以簡單理解為 Berachain 生態中的 alpha 社群,其他團隊成員在推特上也挺活躍的,多看肯定有幫助
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@Alvin0617 就是我了 😎 歡迎 follow @allaboutbera 瞭解更多,我們的社群主要在 telegram 上,會不定時分享 berachain 生態中的相關資訊 ✨
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@rezmah 近期加入了 berachain 團隊,過去這篇推文有提到他加入的理由,我很喜歡他提到的一點
「光有技術創新並不足以建立持久的競爭優勢」
teapawt.net/allaboutbera/status/18…
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@Neoo_Nav 為 @pendle_fi 的大使,來自越南,近期由於 Pendle 以及 Berachain 也合作推出了許多 vault ,自然多了更多 farming 機會,如果想要多探索這一類型機會的人推薦追蹤 👍
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@BlurCrypto 知名 trader KOL,近期很樂衷 yapping,時常提到 Kaito ,所以如果你是個 yapper 或許可以考慮多跟他互動,會有意想不到的驚喜
以上就是 top 20 的名單了,我敢說如果你都追蹤的話肯定會對 Berachain 瞭解更多,資訊真的很多,我很肯定如果多花時間了解,肯定會有所收穫
目前跟幾位夥伴一起做的關於小熊 也有 5.6 個月的時間了,儘管大家很多都有自己的工作,不過都靠著對生態的熱情一點一點了解機制或是認識來自各方的熊鏈團隊
2025 年我們準備好了 🐻 很期待接下來的發展
這篇文章中,@rezmah 解釋為什麼要加入 Berachain 團隊,主要論點如下:
1️⃣ 在 Web3 領域,光有技術創新並不足以建立持久的競爭優勢。就像 Solana 不是第一個高性能區塊鏈,Base 也不是第一條 Optimistic rollup
2️⃣ 大多數區塊鏈的網路效應都依賴熱度,一但熱度消退,應用就會轉移到其他鏈上。這是因為區塊空間已經變成了一種標準化商品。
3️⃣ Berachain 的特別之處在於:
・透過流動性證明(Proof of Liquidity)機制,讓他們的區塊空間與眾不同
・團隊非常注重應用生態系統的發展
・有獨特的機制來回饋優質應用程式
・能更好地管理和分配 MEV(礦工可提取價值)
4️⃣ 作者認為 Berachain 不只是技術創新,更重要的是他們建立了一個能讓應用程式永續發展的商業模式和文化。團隊聚焦於確保應用的成功,無論是透過 PoL 獎勵、MEV 收益分配,還是強大的生態分發能力。
5️⃣ 未來展望:
・打造新一代能持續盈利的應用生態
・建立更公平的價值分配機制
・將區塊空間從基礎設施升級為商業平台
這種全新的思維方式,或許能為 Web3 的發展開闢一條新路徑 🥹
🐻⛓️ 關於小熊 特別提醒:
・歡迎加入我們的中文 Telegram 討論群:t.me/allaboutbera
・還有 Telegram 頻道:t.me/allaboutbera_alpha
一起等待熊鏈主網上線 ❤️🔥
Andy retweeted
Base 生态 AI 大掘金:Virtuals 之外,全面盘点那些你可能忽略的宝藏项目们
人人都说 AI Agent 好,Solana 生态是个宝。
但在 Solana 之外,Base 也是这轮热潮的发源地之一。
大家喜欢 Base 生态的原因之一,是其 PVP 程度没有 Solana 那么卷,其中也能淘到不少好宝贝;
但相应的,由于信息零散、部分知名度相对不够高和信息茧房等原因,想要抓住 Base 上的机会也没有那么容易。
现在的 Base 上还有哪些项目是你可能漏掉的宝藏?
编辑部的小编们决定开启一场大掘金,试图寻找更多 Base 上的 AI Agent 相关项目,以还原整个生态中的机会全貌 🧵🧵🧵:
Andy retweeted
🆕#3ridge 신규 이벤트: Henlo
@berachain 생태계 @0xhoneyjar가 만든 밈코인 @henlo의 한국 커뮤니티 이벤트가 3ridge에서 개최됩니다. 뱃지 획득 기회를 놓치지 마세요!
🎁보상: 50p / 커피 기프트콘(100명), 코리안 베라즈 뱃지
⏰기간: 1월 8일 오전 5시 ~ 1월 15일
▶️3ridge.io/short/v8ty9su7da7









































