Every action I take is intricately tied to the pursuit of wealth. https://xitter.cf/t.co/JMclGCcAiQ https://xitter.cf/t.co/vLHlhv2aex
Joined December 2017
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PDD I KOREA NFT retweeted
What Is TapeOut? A Guide to the TapeOut Stack.
This research explores how Circuits, DeWEB, Containers, TapeKit and TapeSend are forming a new stack for ownable, reusable computation, and why @Blonskr ’s vision deserves attention.
PDD I KOREA NFT retweeted
我基于 @BNBCHAIN ，实现了历史上第一次在L1主网上跑Linux。这是第一个每条指令都由 L1 主网交易执行、全部状态都存在 L1 上的 Linux。
此前这个领域公认的先行者是 Cartesi：它的 RISC-V 虚拟机能启动完整的 Linux，但 Linux 是在链下节点上跑的，以太坊 L1 只负责结算，只有当参与者对结果有争议时，才把争议的那一步拿到链上重算。正常情况下，L1 从头到尾没有执行过一条 Linux 指令。它是 L2 框架，靠欺诈证明和至少一个诚实的挑战者。
而TapeOut做的是真正的，Linux 的每一条指令都在 BNBChain 主网的交易里由验证者算出来，并且拥有32 个寄存器、全部 CSR以及16 MB 内存的每一页都在BNBChain主网上，没有任何链下执行。也就是说Cartesi 上让 L1 能验证 Linux，我们让BNBChain 真实的链上运行完整的 Linux。
它是由TapeOut 的电路+容器组成，第一次组成了一台完整的链上计算机。一片电路（#4246）开通了容器，容器成了这台机器的主人，谁持有这片电路的 NFT，谁就是它的管理员。CPU 是一个 RISC-V 元件，内存是 16 MB、按 1 KB 分页的 16,384 个页合约，写时复制。主板合约用交易跑指令，把改过的内存页写回链上，把串口输出发成事件。
装的是 kernelorg 主线 Linux 6.5.12，它从复位向量 0x80000000 上电，在主网上安拍跑完整个内核启动，直到 root 登录：一共44,988 拍，9,000 余笔交易（花了我好多bnb啊，有点肉疼，另外我还找bnbchain的小伙伴申请了10个tBNB做的测试网测试，感谢 @0xSandy1913 帮助协调测试网的tBNB）。
另外呢，任何人都可以用它。打开 tapeout.net/linux.html，像用真实终端一样直接敲命令：uname -a 会告诉你这是 riscv32 上的 Linux 6.5.12；factor 1000000007 在链上做一次质因数分解；echo 写一个文件，这个文件就住在主网上某一页合约的字节码里，你能在 BscScan 上看见它，谁使用谁自己付 gas（我可支付不起这么多人测试，哈哈）。
这件事说明： @BNBCHAIN 不只是一个公共账本，它可以基于TapeOut承载可验证的生产工具，一台计算机是所有生产工具的底座。
接下来：用门级 RISC-V 核做这台机器的裁判，让每一条指令都有晶体管级的定义；让 Linux 能直接读链上数据；让更多电路拥有自己的不同类型的机器。BNB Chain 的延展性比大多数人想象的大得多，TapeOut在为此全力以赴。
测试用例：tapeout.net/linux.html
@cz_binance @heyibinance @BNBCHAIN @fourdotmemezh
PDD I KOREA NFT retweeted
오랜 기간 크립토와 디파이를 하며 살아온 경험으로는
어떤 FUD가 있건 간에, 인출이 먼저다.
당신이 스마트하지 않다면,
일단 자금을 내 주머니로 인출하고 분석.
그래도 늦지 않는다.
하루 이틀 더 파밍한다고 삶이 변하진 않는다.
다만, 인출하지 않았을때
사고가 발생한다면 삶이 송두리채 변할 수 있다.
PDD I KOREA NFT retweeted
Join Kite at @kbwofficial in Seoul next week! 🇰🇷🪁
We’re hosting and speaking at some of the most exciting events during KBW.
Come meet us ⬇️
PDD I KOREA NFT retweeted
“How Academic Curiosity Led to Building ChainOpera AI” by Professor Salman Avestimehr medium.com/@chainopera/how-a…
PDD I KOREA NFT retweeted
.@dragonflyvc 의 에어드랍 관련 리포트가 올라옴.
핵심은 미국의 크립토 관련 문제 (정치적, 법적 불분명한 해석, 각종 규제)로 인해,
2020~2024년 동안 미국 사용자들이 놓친 에어드랍 수익과 정부가 걷지 못한 세금을 수치화한 것.
잠재적 손실: 약 2.4조~3.5조 원
(총 에어드랍 규모 x 미국 사용자 비중 x 우회를 감안한 '국가차단'으로 인한 손실률)
한국인으로서 공감돼서 공유하려 했는데,
샘플 프로젝트들을 보니 에어드랍을 수령한 것들이 꽤 많긴함.
(1inch, Blur, EigenLayer, EtherFi, Arbitrum, Ethena, Optimism, ApeCoin, dYdX, ENS, LayerZero)
물론 같은 맥락의 문제는 한국에도 정말 심하다고 생각.
리포트는 너무 길어서 중간중간 넘겨가며 봤음.
💸 Missed Airdrops for US Users (2020-2024)
• $1.84B - $2.64B
• $525M - $1.38B (in lost tax revenue)
Key takeaways from @dragonflyvc's Airdrops 2025 report:
• Airdrops aren’t just hype, they generate real economic value
• The report quantifies financial losses US users faced due to regulatory exclusion
• It calls for a clear and consistent legal framework
• Methodology used both on-chain and off-chain data (via Dune)
• Total airdrop value ($7.16-$26.6B) × US user share(23%) × geoblocking loss ratio (conservatively 60%~80%)
• VPN usage was factored in, but due to KYC, legal risks, and more complex restrictions beyond IP checks, estimates remain conservative
• Sample airdrops considered (with geoblocking):
1inch, Blur, EigenLayer, EtherFi, Arbitrum, Ethena, Optimism, ApeCoin, dYdX, ENS, LayerZero
PDD I KOREA NFT retweeted
In a paper that analyses US spending habits, they found that for every 1$ spent on gambling, 0.99$ less was spent on long term investments, with outsized effects among poor households
imo this is happening with memecoins, it's not that entertainment money is being redirected to gambling, but rather the money that would go towards long term investments such as a university fund for kids, retirement fuds, buying a house... is being redirected to gambling and lost
Since most of that money ends up lost, this reduction in net investments ends up becoming a serious net negative for society
Furthermore, households with recent bank overdrafts spend 2x as much on gambling relative to their income, that is, families that are in the hole gamble twice as much, pulling them further into the hole
This worries me because I believe crypto is path dependent, and if a large part of society ends up seeing crypto as net bad because of memecoin's effects or if negative policy against all of crypto is created because of that, we could end up in a situation where the negative effects of memecoins spill over and prevent other ideas such as self-sovereign money or trust minimization from flourishing
Source: papers.ssrn.com/sol3/papers.…
PDD I KOREA NFT retweeted
Got Rugged? It's redemption time.
Moo Games: "Average Minds" is now live for 24 hours.
Play Now: rektech.com/x/moo-games
PDD I KOREA NFT retweeted
The Moo Games begin now.
Game 1: "Dev Will Rug" will be live for 24 hours. Will you risk it all, or play it safe?
Play Moo Games: rektech.com/x/moo-games
Join the Eclipse Discord to stay in the loop: discord.gg/eclipse-fnd
PDD I KOREA NFT retweeted
🚨BREAKING: @JupiterExchange announces $JUP buybacks, allocating 50% of protocol fees to repurchase $JUP tokens.
PDD I KOREA NFT retweeted
Coinbase CEO Brian Armstrong says "Bitcoin is a better form of money than gold."
Do you agree?
PDD I KOREA NFT retweeted
✍️2025년 크립토 시장 예측 총정리 - Comprehensive Summary of 2025 Crypto Market Predictions
Goldman Sachs, a16z, Delphi Digital, VanEck, Pantera, Messari, Binance Research, and over 50 other institutions, research firms, VCs, and investors have shared their predictions for 2025.
We've gathered and analyzed them all in Korean for a comprehensive overview.
🔗t.me/dolbikong/3790
1. Equilibrium(@equilibrium_co)의 2025년 크립토 업계 기술 발전 및 트렌드 예측
2. 골드만삭스(@GoldmanSachs)의 2025년 시장 전망: 낙관적이나 헤징 필수
3. a16z(@a16zcrypto)의 2025년 크립토 시장 예측: excited about in crypto
4. Delphi Digital(@Delphi_Digital): 2025년 크립토 시장 전망
5. Delphi Digital: The Year Ahead for Gaming 2025
6. The Year Ahead: 10 Crypto Predictions for 2025(Bitwise(@bitwise))
7. Delphi Digital: The Year Ahead for Infra 2025
8. VanEck(@vaneck_us)’s 10 Crypto Predictions for 2025
9. Presto Research(@Presto_Research): 2024 Crypto Market Review & 2025 Forecasts
10. 2025년 가상자산 시장 전망(@GOPAX_kr): 새로운 문명의 탄생
11. Hashed(@hashed_official) Thesis 2025: 아시아를 중심으로 한 글로벌 블록체인 대중화
12. Daryl Lau(@Daryllautk)의 2025년 투자 테마/포지셔닝
13. Coinbase(@coinbase): 2025 Crypto Market Outlook
14. Messari(@MessariCrypto): ‘The Crypto Theses 2025’
15. Delphi Digital: The Year Ahead for AI + DePIN 2025
16. hitesh(@hmalviya9)'s top 15 crypto predictions for 2025
17. Mippo(@MikeIppolito_)'s 27 predictions for 2025
18. Pantera Capatial: 8 Predictions for 2025
19. 2025년 주목해야 할 크립토 산업 핵심 내러티브 5가지(@0xNairolf)
20. 0xKyle(@0xkyle__)'s The 2025 Gameplan
21. binji(@binji_x)'s 24 predictions for 2025
22. Galaxy Research(@glxyresearch): Crypto Predictions for 2025
23. redphone(@redphone)'s 25 PREDICTIONS FOR 2025
24. arndxt(@arndxt_xo)'s The 2025 Crypto Prophecy
25. D(@EffortCapital)'s Crypto Predictions for 2025
26. 전통금융들(@Stoiiic)의 2025년 시장 전망 핵심 정리
27. Eugene Ng Ah Sio(@0xENAS)'s Q1 2025 Outlook(feat. Ansem(@blknoiz06))
28. WuBlockchain(@WuBlockchain) 2025년 온체인 예측
29. Momir(@momir_amidzic)'s 2025 Crypto Outlook: 슈뢰딩거의 고양이
30. 10대 크립토 VC가 바라본 2025년 펀딩 전망
31. DeFi Cheetah(@DeFi_Cheetah)'s prediction of crypto market in 2025
32. Haseeb(@hosseeb)'s 2025 Crypto Predictions
33. KuCoin(@kucoincom): Crypto Market Outlook 2025
34. The Block(@TheBlock__): 2025 Digital Assets Outlook
35. Miles Deutscher(@milesdeutscher)'s 10 Crypto Predictions For 2025
36. Grayscale(@Grayscale) Research Insights: Crypto Sectors in Q1 2025
37. Messari's 6 hot takes for 2025
38. Robbie Petersen(@robbiepetersen_)'s 2025 Predictions
39. AVC(@standwithcrypto): What Will Happen In 2025
40. Rice(@ricematcha)'s Crypto Predictions for 2025
41. Ian(@Ian_Unsworth) (Kairos Research @Kairos_Res)'s Bull Predictions for 2025
42. Crypto Truths & Lies for the Year 2025(@DefiIgnas)
43. CARBON Copy's predictions for ReFi in 2025
44. a16z(@a16z) 7 Big Ideas for 2025
45. The Spartan Group(@TheSpartanGroup): 12 things that excite us in Web3 in 2025
46. Multicoin Capital(@multicoin): Frontier Ideas For 2025
47. Rex Woodbury: 25 Predictions for 2025
48. Teng Yan(@0xPrismatic): What I'm Watching in 2025
49. thesis(@thesis_co) : 2025 Predictions
50. Marco Manoppo(@ManoppoMarco): 2025 Predictions
51. 2025 Crypto 크립토 시장 정세: Local Tops(@mikeykremer)
52. egirl capital(@egirl_capital): 2025 prediction
53. Pantera Capitial: The Year Ahead In Crypto
54. Onchain Research(@OnchainHQ): Top 10 Predictions for 2025
55. Onchain’s 39 Web3 Predictions for 2025
56. Top 10 Delphi Predictions for 2025
57. Rex Woodbury: 25 Predictions for 2025 (Part II)
58. Wintermute(@wintermute_t) OTC: 2025 outlook
59. Binance Research(@BinanceResearch): Themes for 2025
60. Lemniscap(@Lemniscap): 주목할 크립토 6대 혁신 분야
