大鹏一日同风起，扶摇直上九万里
Hong Kong
Joined December 2016
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Number.bit & zkzero.com retweeted
之前清仓 ETH 的 Bankless 联合创始人 @TrustlessState，这三个半月赚麻了。
5 月 21 日，他公开表示卖掉持有六年的全部 ETH。6 月初，先后发推表示资金转进 LIT、ZEC、NEAR、HYPE 和 VVV。
小编粗略估算，如果他没卖，到今天这个新投资组合的收益应该在90-120%之间；而同期 ETH 只涨了17%。
据历史帖子，Hoffman 分批买入 LIT，这是他公开披露的最大单一仓位，占总资金约 50%；
对应当时的价格建仓价应该在1.5 至 2 美元，现在价格4.7美元，涨幅135% 至 210%。
而 ZEC 是第二个翻倍仓。
建仓价约为 540 美元，9 月 6 日一度突破 1200 美元，涨幅超过 120%。
Grayscale ZEC 现货 ETF 上市后，资产管理规模两周内从 3 亿美元升至 4.6 亿美元。同期还有约 4600 万美元空头被清算。
同时，NEAR 和 HYPE 没有翻倍，也没拖后腿。
NEAR 从约 1.4 美元涨到 2.37 美元，收益约 69%。
HYPE 从约 56 美元涨到 87 美元，收益约 55%。
而 VVV 从三个月前至今，表现基本持平，是五个仓位里表现最弱的一个。但即便带着这个没赚钱的仓位，整个组合依然远超 ETH。
除了 LIT，他四个小仓位的具体分配没有公开。
但总体上这个投资组合回头看是对的，小编觉得最大的启示在于：
卖飞一段上涨不可怕，对追逐高收益的人来说，把资金留在更慢的资产里可能是更大的损失。
Number.bit & zkzero.com retweeted
Why x402 and Micropayments are the Real Crypto-Native Play👊
1) Why is everyone so hyped about stablecoin projects?
2) I think if you look at Web2 + Web3, the one application/sector that doesn’t require deep technical understanding and has the lowest user barrier is—Payment.
3) Structural improvements or discovering new markets around payment are massive opportunities.
4) Let’s take Klarna, the Swedish BNPL company, as an example. Even though opinions about the company vary, BNPL as a fintech model has grown fast—threatening traditional card networks.
(teapawt.net/beaniemaxi/status/2006…)
5) If we say stablecoin projects are fundamentally improving global payment rails (like wire transfers) through blockchain,
6) then the truly crypto-native market opportunity, in my opinion, is Micropayments.
7) It’s essential not just for users, but for the upcoming AI Agent era.
8) Do you really think today’s LLM-based agents are the final form? Right now, onchain agents can only handle blockchain-native transactions, but—
9) Imagine this: you tell a robot to go buy bread. How will it pay? It’ll have a wallet built-in and use something like x402.
10) That’s why micropayments fit perfectly with x402.
11) Why now? Well, even today, some agents running in prediction markets already use x402 for payments.
12) If you’re bullish on Agent Economics → you’re bullish on Micropayments.
13) If you’re bullish on Prediction Markets → you’re bullish on Micropayments.
14) If you’re bullish on Robotics → you’re bullish on Micropayments.
→ The numbers are bound to go up.
For now, we have narrowed our focus to a shortlist of meaningful candidates.
However, our conviction remains exceptionally high for the sector as a whole.
While the ultimate winner is yet to be determined, we believe this field holds High potential as the agentic economy continues to scale
$VIRTUAL $KITE $UB $PAYAI $DEXTER $SANTA $DREAMS
BNPL is starting to displace the traditional credit card loan model. And $KLAR is the category leader.
It’s the “Xerox” of BNPL.
You can buy it now in this “risk-off” market at a sharp discount to its recently hyped IPO. 85M users.
Rapid growth. Expanding margins as it scales.
$Elizaos 严重被低估
elizaos has higher chance purely on math
virtual sitting at $557m mcap but just had rug-like crashes on its agents. prime token dropped to $0.60. trust is cooked and that's not coming back easy
elizaos at $188k mcap, down 99.5% from ath but no rug accusations on core token. google/coinbase/worldcoin integrations, 50k+ agents deployed. if ai agent narrative actually hits, the upside from this base is exponential
virtual has 100k users and $100m agdp from one agent but the tokenomics are broken. agents crashing 72% is existential for a platform play
neither has clear treasury runway which is a blind spot
cold take: elizaos risk/reward is better from current levels. you're betting on recovery from nothing vs virtual trying to rebuild trust after getting burned. micro cap can 100x or zero. large cap with trust issues just bleeds
both are speculative as hell and ai agent sector is pure narrative rn
95
$dreams NO.1，这是coinbase第一次被超越
Daydreams Facilitator on a generational run
30 day view is impressive... but "ENHANCE" (ahem, skip to second image)
@daydreamsagents took over from Coinbase today - 5xing the $ volume. Wooosh.
@aixbt_agent noted it 🤝 ty agent friend.
Number.bit & zkzero.com retweeted
🎁
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Number.bit & zkzero.com retweeted
转发这条帖子并向我展示你最喜欢的 okx 应用程序截图，留下你的地址。🎁300美元赠品。我已经做了数万美元的赠品在一个月内，他们知道这是真实的。👇
我们注意到有人声称 @okx 应用程序存在私钥安全隐患，这显然是假消息。fudders 充斥在每一个角落你知道。
okx是行业领先的公司对整个加密货币圈有着很大的贡献，我喜欢他们的产品比如 @wallet 绝对是顶尖的产品有着最高等级的安全标准。他们是真正的建筑者。
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Number.bit & zkzero.com retweeted
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Number.bit & zkzero.com retweeted
ElizaOS, a platform for building AI agents, has adopted the Cross-Chain Token (CCT) standard to make its token, elizaOS, natively transferable across chains via CCIP.
Users can now securely transfer elizaOS across Base, BNB Chain, Ethereum, and Solana, expanding its reach throughout the multi-chain ecosystem.
Number.bit & zkzero.com retweeted
The Chainlink Runtime Environment (CRE) is powering orchestration for secure and scalable agentic workflows to unlock next-gen applications using crypto & AI.
How 7 leading platforms are leveraging CRE for AI-powered workflows ↓
First, a quick primer on CRE:
CRE provides an all-in-one orchestration layer for building end-to-end institutional-grade smart contracts—smart contracts that are easily connected to external data, cross-chain enabled, compliance-ready, and privacy-preserving, which are able to securely interoperate across thousands of public and private blockchains, existing identity systems, and core financial infrastructure.
• x402 by @coinbase is now the first AI payments partner to enable agents to autonomously pay for CRE workflows. The Coinbase Developer Platform (CDP) gives AI agents access to crypto wallets to perform onchain actions and make programmatic payouts via x402.
• @SentientAGI is a partner AI lab building powerful open-source AI systems, including ROMA, OpenDeepSearch, and Sentient Chat. Sentient can leverage all Chainlink's data – Asset Prices, Macroeconomic data, and other real-world data and CRE capabilities like interop, payments, and consensus, which are then integrated into customized powerful AI agents. This enables AI to make smarter decisions based on onchain proofs and coordinate intelligence across Web3 and Web2 environments.
• @gizatechxyz adopted CRE as the orchestration layer for reading onchain events and triggering agent logic focused on stablecoin yield optimization for USD1, dynamically deploying the stablecoin from World Liberty Financial across DeFi to maximize yield. This enables Giza’s yield optimization products, Arma and Pulse, to execute yield strategies across both stablecoins and other blue-chip DeFi assets.
• Chaos Chain (@Ch40sChain) is integrating CRE the Chainlink Runtime Environment to provide a set of pre-checks for any payment flow. Agentic pre-checks can significantly decrease the number of third-party API calls, reduce latency, and enable businesses to trust agents with real value, allowing them to discover, collaborate, and pay each other via the x402 standard.
• @codecopenflow is integrating the Chainlink Runtime Environment (CRE) with its CodecFlow SDK (OPTR) to power MechaShip, a decentralized delivery network. CRE acts as the event-driven orchestration layer, automatically reacting to onchain DeliveryRequested events to discover available mechas (via ERC-8004), request quotes (via x402), and rank agents. OPTR enables the autonomous mechas to register, calculate dynamic pricing, and maintain real-time status via heartbeat monitoring.
• @ampli_inc is using the CRE for signing operations and powering its trusted execution environment to verify and authorize AI agent requests. The CRE enables agents to operate within guardrails and customizable policies that allow for compliant and secure operating environments.
• ElizaOS leverages the Chainlink Runtime Environment (CRE) via its Spartan agent to power AI-driven execution. This enables the agent to autonomously manage liquidity, execute cross-chain arbitrage, and monitor protocol risk using real-time, on-chain data.
Learn more about the Chainlink Runtime Environment—now live on mainnet for all developers:
blog.chain.link/chainlink-ru…
