Officials
@Opium_Network· 4 months ago🔥It seems that derivatives are back and evolving fast🔥 What is the next innovation 2025? https://t.co/7FARV3rGdj
@Opium_Network· 5 months agoRT @newmichwill: Turns out that auditors cannot figure the algorithm from the code (surprise!), so having to write a quick document for them to understand it https://t.co/9Ep0EFMUNc
@Opium_Network· 8 months ago💹Are you actively using basis trading strategy? 💹
@Opium_Network· 11 months agoRT @belyakov123: Exciting innovation in DeFi from the 1inch team: seamless cross-chain swaps for users, powered by sophisticated rocket science behind the scenes! No reliance on bridges—cryptography ensures swap security 🚀🚀🚀
@Opium_Network· over 1 year agohttps://t.co/OfQjzHiOID
@Opium_Network· over 1 year agoWill Zero Options impact existing Opium users? Absolutely not! No changes to decentralized protocol or governance token. We're adding KYC modules and welcome solvers and arbitrageurs. Join Zero Options for a transformative journey in accessible on-chain derivatives! #ZeroOptions
@Opium_Network· over 1 year ago🚀Big News from Opium Team!🚀 🎊 We're excited to announce that we are evolving! Opium is now pivoting to launch Zero Options (0options), reflecting our renewed focus and adaptation to the market landscape. 🎊 Register for the early access: https://t.co/REy0SDaSVk ⬇️more below⬇️
@Opium_Network· over 1 year agoRT @RealTPlatform: In the first 10 minutes, we have already raised more than $3 million, about 70% of our offering. Be fast, it won't last long 😉 https://t.co/YNJrkdOFBn #RealT #RealTRaise
@Opium_Network· over 1 year agoRT @belyakov123: As I said on #davos2024: DeFi and CeFi liquidity should be hybrid, as it brings better prices, compliance and less trading costs 🚀🚀🚀 Congrats @native_fi
@Opium_Network· over 1 year ago🚀Is market ready for intent-based options?💡💡💡 #goodINTENTtions #defi #options
@Opium_Network· over 1 year agoRT @stakewise_io: Another 🔥 DeFi opportunity just dropped for $osETH holders 🪂 Park your $osETH in the @Opium_Network Turbo Vault to earn staking rewards and option premia from the sale of covered $ETH calls. If you’re hunting for pure ETH-based yield then look no further 👀 Details inside 👇 https://t.co/Nt71diYLZr
@Opium_Network· over 1 year agoRT @impossiblefi: Exploring 9 Decentralized Options Protocols 🌐 Last week, we released our article analysis on the crypto options market and covered CEX vs DEX options in our previous post (Link at end of the post). This week, we will be taking a look at 9 decentralized options protocols! We believe that TVL is a great metric to determine the strongest players in the decentralized options space, so here are the key contenders shaping the decentralized options landscape: 🔹 @opyn_ TVL: $13.17M Chains: Ethereum, Avalanche, Polygon Opyn focuses on developing open finance by leveraging DeFi methodologies and perpetual options and introducing the pioneering perpetual options like Opyn Squeeth. 🔹 @HegicOptions TVL: $10.94M Chains: Arbitrum, Ethereum Hegic simplifies peer-to-pool options with one-click process for various strategies and the cost of an option based solely on premiums, eliminating additional trading or taker fees. 🔹 @aevoxyz / @ribbonfinance TVL: $15.7M (Combined) Arbitrum, Ethereum, Optimism Built by the same team, they are one of the biggest players in the options niche. Aevo is a derivatives L2, offering options & perps trading. As for Ribbon, their first product was the first Decentralized Options Vault (DOV) protocol, offering tokenized structured products and strategies. 🔹 @lyrafinance TVL: $9.45M Chains: Optimism, Arbitrum, Ethereum Innovation: Lyra operates as an automated market maker (AMM) for options, and enhancing capital efficiency and composability with the upcoming V2. 🔹 @PremiaFinance TVL: $5M Chains: Arbitrum, Ethereum, Optimism, Fantom, BSC Premia V3 boasts a Hybrid Orderbook, where each pool equates to a specific strike and liquidity tick, and includes vaults for tokenizing exotic or structured strategies, incentivized by PREMIA and governed by vxPREMIA stakeholders. 🔹 @dopex_io TVL: $4.28M Chains: Arbitrum, BSC, Avalanche, Ethereum Dopex introduces Single Staking Options Vaults (SSOVs) and a dual token system (DPX and rDPX) for governance and liquidity enhancement. 🔹 @ryskfinance TVL: $3.01M Chains: Arbitrum Rysk Finance blends AMM and Request for Quotation (RFQ) systems that offers uncorrelated and delta-hedged yields for its liquidity providers, providing auto-exercising options with efficiency and user-friendliness. 🔹 @Opium_Network TVL: $2.64M Chains: Ethereum, Polygon, BSC, Arbitrum Opium's decentralized escrow system, offering adaptability to various use cases such as sports betting, where participants can place wagers, with the escrow determining payouts based on the event's outcome. 🔹@DualFinance TVL: $2.5M, including staked $18.17M Chains: Solana Dual Finance empowers DAOs with liquid option-based incentives, tools and services. Partner projects can use their Staking Options to sustainably incentivize their communities. ----- TVL data was taken from @DefiLlama, on 24/11/2023. For a comprehensive look at these players and their contributions to the decentralized options space, check out our full article here ⬇ https://t.co/guZaF9ZAV7 If you missed it, last week we took a deep dive into the ever-evolving crypto market ⬇ https://t.co/J8Osg1IAs1
@Opium_Network· about 2 years agoRT @stakewise_io: StakeWise V3 gives stakers the power to access liquid staking from any node, prioritizing control, self-custody, yield and decentralization 🌊 Try StakeWise V3 on testnet: https://t.co/lPwMltCwiK https://t.co/LLr8rlpbwv
@Opium_Network· about 2 years agoRT @sozuhaus: let’s talk about identity tomorrow 1pm at sozu haus @0xMantle @Clique2046 @Knowyourcat_id @gitcoin @zkme_ @worldcoin yes you may jump in the pool after rsvp or ngmi https://t.co/AWjByb0H4B
@Opium_Network· about 2 years ago💎An amazing development of Know Your Cat idea!🐱 🎊 Congrats and kudos to kyCat team! 🎊 kyCat = soulbound token that can whitelist you and much more 🚀 🎯Mint your cat https://t.co/jl2O9QUmQ8 and participate on hackathon #ETHCC #sbt #soulbound
@Opium_Network· about 2 years agoRT @gelatonetwork: With @Opium_Network, you can trade and create customized financial products without intermediaries, and with the integration of Gelato's Web3 Functions, Opium can automate smart contract functions, making scheduled deposits and withdrawals a breeze! https://t.co/LIyG8kNqX9 https://t.co/hdd2Wvg30g
@Opium_Network· about 2 years agoRT @belyakov123: Nice summary on on-chain validation processes!🚀 It's encouraging to witness projects proactively considering regulatory adherence. Could it spur DeFi towards attaining significant growth and maturity? [legal KYC not equal to onchain vefifications, DYOR] https://t.co/yubvWV2Duz
@Opium_Network· about 2 years ago🎯Just as the Opium team and contributors were about to step onto the stage at the Korean Blockchain Week - one of the best blockchain events in Asia 🚀
@Opium_Network· over 2 years agoKudos to @Bancor & @carbondefixyz on the launch 🚀! Opium community has been building those strategies and we are excited for progress in this direction & increased DeFi integrations for capital efficiency #Bancor #CarbonDefiXYZ #DeFiInnovations #CapitalEfficiency #Opium 💰
@Opium_Network· over 2 years agoCompliant, decentralized, and zk 🫣🚀🔥
@Opium_Network· over 2 years agoOpium v2 🚀 was successfully deployed on Arbitrum a year ago, and our community received an airdrop from them for our contributions to both ecosystems. Excited to continue our partnership with this fast and convenient chain! 🤝#Opium #Arbitrum #Partnership https://t.co/kXzRugxK6Z
@Opium_Network· over 2 years agoThe promising DeFi niche of options is yet to be widely adopted, but great article of @0xPBL from @threesigma_xyz provides an insightful overview of the space! 💎💎💎 #defi #defioptions #opiumprotocol
@Opium_Network· over 2 years agoRT @barinov: @MihailoBjelic The diversity of tooling is a standout feature in Polygon's ecosystem. zkBob @zkBob_ has chosen Know Your Cat by Opium as the primary identity infrastructure on Polygon, which utilizes Binance BAB tokens and can easily incorporate new traits. Check it out https://t.co/0s6gh8v2Xu.
@Opium_Network· over 2 years agoRT @Knowyourcat_id: .@zkBob_ users can soon increase their limits for $BOB tokens by using @Knowyourcat_id protocol, which leverages Binance BAB tokens on @0xPolygon. Exciting news for #zkBOB and #KnowYourCat protocol! Read more about the integration here: https://t.co/qAcx6iTUna #crypto #defi
@Opium_Network· over 2 years agoRT @ammalgam: Ammalgam unleashes more #DeFi by combining lending and trading in one protocol. This composes yield sources, improves capital efficiency and unlocks unlimited strategies for MMs. Permission-less pairwise lending empowers traders to short anything. Our story 🧵👇: https://t.co/bQWMXeYLAH
@Opium_Network· over 2 years ago🍒Excited to announce 2022 updates to the Opium Protocol:📊500 million in notional traded 🚀v2 launch🏗️custom derivative constructor 🎯1inch limit orders 💎DeFi RFQ🧑⚖️Dutch auctions v2🪪Web3 IDand much more...https://t.co/AYcVYlHvmF#OpiumProtocol #DeFi #OptionsTrading
@Opium_Network· over 2 years agoRT @RealTPlatform: Did you mint your web3 ID made by our friends from @Opium_Network?If not follow special link (gas free Gnosis mint) and create your privileged Cheshire Cat => https://t.co/cPapAA1FABYou can learn more about it on this article: https://t.co/2mbkyWKxYn
KOLs
@gladstein· 17 days agoRT @dwarkesh_sp: First Sarah Paine lecture & interview is out! How Imperial Japan (population 47M) crushed Tsarist Russia (130M) and Qing China (400M). For me, the most interesting thing was that Japan's surprise attack on Port Arthur at the beginning of the Russo-Japanese War (1904) helps us understand why Japan might have thought Pearl Harbor would work. 0:00:00 – Japan's Meiji reforms 0:15:26 – Trans-Siberian Railway & Japan's 3-year window for empire 0:30:42 – The most important battle in the Russo-Japanese war 0:49:22 – China's implosion: imperialism, civil wars, and opium 1:00:15 – Was Russia on track to dominate Asia? 1:15:04 – Pearl Harbor (1941) vs surprise attack of Port Arthur (1904) 1:34:47 – Why big countries still lose wars 1:47:40 – Grand strategy for small countries Available on YouTube, Apple Podcasts, Spotify, etc.
@dwarkesh_sp· 18 days agoFirst Sarah Paine lecture & interview is out! How Imperial Japan (population 47M) crushed Tsarist Russia (130M) and Qing China (400M). For me, the most interesting thing was that Japan's surprise attack on Port Arthur at the beginning of the Russo-Japanese War (1904) helps us understand why Japan might have thought Pearl Harbor would work. 0:00:00 – Japan's Meiji reforms 0:15:26 – Trans-Siberian Railway & Japan's 3-year window for empire 0:30:42 – The most important battle in the Russo-Japanese war 0:49:22 – China's implosion: imperialism, civil wars, and opium 1:00:15 – Was Russia on track to dominate Asia? 1:15:04 – Pearl Harbor (1941) vs surprise attack of Port Arthur (1904) 1:34:47 – Why big countries still lose wars 1:47:40 – Grand strategy for small countries Available on YouTube, Apple Podcasts, Spotify, etc.
@Callum_Thomas· about 2 months agoOK, yes it's in nominal terms, but even the yeah-but-crew will notice that it basically went sideways for a little over a decade before breaking out -- things are changing... It's the transition from software to hardware Last decade was "Big Tech" (aka ads and digital opium), next decade will be more about actually building and making stuff 😤
@stevesi· about 2 months agoRT @CynicalPublius: WHY I SUPPORT ISRAEL’S RECENT ACTIONS IN IRAN By Cynical Publius As a veteran who frequently rails against what I call “useless, endless wars,” I feel a duty to explain my seemingly contradictory position of supporting Israel’s recent kinetic actions in Iran. First, by “useless, endless wars,” I am specifically referring to the expenditure of American blood and/or treasure in a war that ultimately does not serve the national security interests of the USA. Examples: -Squandering American lives in a futile and unwinnable effort to transform a medieval society of deranged, violent goat herders and opium growers (who also practice actual slavery and bacha bāzī (Google it), and who have an utter disregard for human life) is a “useless, endless war.” -Invading Iraq with zero plan to install a new government, and then dragging out a guerilla conflict for over a decade under the inept leadership of generals trained to fight the Soviet Union in the Fulda Gap, and then cutting and running when it was finally possible for strategic, pro-USA objectives to be achieved, is a “useless, endless war.” -Sending billions of American taxpayer dollars to the steppes of Ukraine in an effort to interject NATO into a war between two corrupt oligarchies (in a conflict that has literally spanned thousands of years, on and off), while never promoting a single, meaningful strategic national security objective of the USA, while simultaneously increasing the chances of a humanity-destroying global, thermonuclear war is a “useless, endless war.” So how are Israel's actions in blowing up Iran’s nuclear and command/control capabilities any different? I’ll explain: 1. There are no American boots on the ground in Iran, nor are there likely to be. America’s only direct involvement in the conflict is to assist the Israelis with purely defensive, land- and sea-based missile/drone defense units and ships, in or near Israel. 2. America has been engaged in low-intensity military conflict with the Iranian regime continuously since 1979. 3. Iran has killed many American troops, and by that I mean MANY AMERICAN TROOPS. I vividly remember sitting in Iraq in 2003 as CNN and Democrat politicians assured us on satellite television that Iran was not supplying Iraqi insurgents, while LITERALLY AT THE EXACT SAME TIME AS THAT BROADCAST I was staring at cases of RPGs and 82mm mortar rounds we had just captured from Iraqi insurgents, all with Iranian Army markings on the wooden cases. 4. Iran literally has a national holiday called “Death to America Day.” 5. Iran has been working feverishly for years to produce nuclear weapons and has been absolutely unwilling to enter into any international agreement that would fully prevent them from gaining such capability. Specifically, they have been unwilling to accept an inspection regime that would fully prevent them from achieving nuclear capability. 6. Iran’s leadership has specifically and repeatedly pledged to use nuclear weapons on Israel. A nuclear war between Iran and Israel is in no one’s interest. Moreover, given Iran’s desire for “Death to America,” it is not unreasonable to assume that our nation would also be the target of an eventual nuclear attack, killing many millions of American citizens. 7. There is no “realpolitik” here. The Iranian mullahs cannot be reasoned with from a position of rational self-interest, as could even the Soviet Union in its heyday. Instead the Iranian government is solely motivated by a vision of Shia Islam forcibly dominating the world. Moreover, they believe that the “Twelfth Imam” (Google it) will someday come to usher in the end times. An apocalyptic religious death cult is not a group you want possessing nuclear weapons, plain and simple. 8. Israel’s attacks have been limited to military and nuclear targets. Unlike the unguided missiles randomly launched at civilians in Israel by Iran, Hamas and Hezbollah, Israel is not launching terror attacks against the civilian population in Iran. 9. There is a non-zero chance that Israel’s actions will result in an internal overthrow of the mullahs by peace-loving Persians, ending the threat this nation has represented to world peace since 1979, and helping Iran rejoin the family of nations. In summary, Israel is putting its OWN BLOOD AND TREASURE on the line in a military effort that clearly and unequivocally serves the USA’s national interests. Iran’s government (not its people) is a crazed long-term foe that is centered on apocalyptic religious zealotry and seeks capabilities that could literally end civilization. Israel is doing the USA, the world and civilized peoples everywhere a huge favor by eliminating that risk, and it is bearing the cost almost exclusively by itself. Israel is putting its civilian population at risk as a worldwide public service, truly. (Don't believe me? Witness the Tel Aviv civilian apartment complex wrecked a few hours ago by unguided Iranian ballistic missiles.) I salute Israel's actions, and I do so as a patriotic American veteran who hates war. Eradicating Iran’s nuclear capability and military command and control infrastructure is for the benefit of Israel, of course. But it is also to the great benefit of the USA and all of humanity. It’s not a “useless, endless war.” If you are someone who despises Israel for whatever reason, I urge you to consider this conflict objectively, and realize what a great service Israel is doing for the USA. Thank you Israel.
@CynicalPublius· about 2 months agoWHY I SUPPORT ISRAEL’S RECENT ACTIONS IN IRAN By Cynical Publius As a veteran who frequently rails against what I call “useless, endless wars,” I feel a duty to explain my seemingly contradictory position of supporting Israel’s recent kinetic actions in Iran. First, by “useless, endless wars,” I am specifically referring to the expenditure of American blood and/or treasure in a war that ultimately does not serve the national security interests of the USA. Examples: -Squandering American lives in a futile and unwinnable effort to transform a medieval society of deranged, violent goat herders and opium growers (who also practice actual slavery and bacha bāzī (Google it), and who have an utter disregard for human life) is a “useless, endless war.” -Invading Iraq with zero plan to install a new government, and then dragging out a guerilla conflict for over a decade under the inept leadership of generals trained to fight the Soviet Union in the Fulda Gap, and then cutting and running when it was finally possible for strategic, pro-USA objectives to be achieved, is a “useless, endless war.” -Sending billions of American taxpayer dollars to the steppes of Ukraine in an effort to interject NATO into a war between two corrupt oligarchies (in a conflict that has literally spanned thousands of years, on and off), while never promoting a single, meaningful strategic national security objective of the USA, while simultaneously increasing the chances of a humanity-destroying global, thermonuclear war is a “useless, endless war.” So how are Israel's actions in blowing up Iran’s nuclear and command/control capabilities any different? I’ll explain: 1. There are no American boots on the ground in Iran, nor are there likely to be. America’s only direct involvement in the conflict is to assist the Israelis with purely defensive, land- and sea-based missile/drone defense units and ships, in or near Israel. 2. America has been engaged in low-intensity military conflict with the Iranian regime continuously since 1979. 3. Iran has killed many American troops, and by that I mean MANY AMERICAN TROOPS. I vividly remember sitting in Iraq in 2003 as CNN and Democrat politicians assured us on satellite television that Iran was not supplying Iraqi insurgents, while LITERALLY AT THE EXACT SAME TIME AS THAT BROADCAST I was staring at cases of RPGs and 82mm mortar rounds we had just captured from Iraqi insurgents, all with Iranian Army markings on the wooden cases. 4. Iran literally has a national holiday called “Death to America Day.” 5. Iran has been working feverishly for years to produce nuclear weapons and has been absolutely unwilling to enter into any international agreement that would fully prevent them from gaining such capability. Specifically, they have been unwilling to accept an inspection regime that would fully prevent them from achieving nuclear capability. 6. Iran’s leadership has specifically and repeatedly pledged to use nuclear weapons on Israel. A nuclear war between Iran and Israel is in no one’s interest. Moreover, given Iran’s desire for “Death to America,” it is not unreasonable to assume that our nation would also be the target of an eventual nuclear attack, killing many millions of American citizens. 7. There is no “realpolitik” here. The Iranian mullahs cannot be reasoned with from a position of rational self-interest, as could even the Soviet Union in its heyday. Instead the Iranian government is solely motivated by a vision of Shia Islam forcibly dominating the world. Moreover, they believe that the “Twelfth Imam” (Google it) will someday come to usher in the end times. An apocalyptic religious death cult is not a group you want possessing nuclear weapons, plain and simple. 8. Israel’s attacks have been limited to military and nuclear targets. Unlike the unguided missiles randomly launched at civilians in Israel by Iran, Hamas and Hezbollah, Israel is not launching terror attacks against the civilian population in Iran. 9. There is a non-zero chance that Israel’s actions will result in an internal overthrow of the mullahs by peace-loving Persians, ending the threat this nation has represented to world peace since 1979, and helping Iran rejoin the family of nations. In summary, Israel is putting its OWN BLOOD AND TREASURE on the line in a military effort that clearly and unequivocally serves the USA’s national interests. Iran’s government (not its people) is a crazed long-term foe that is centered on apocalyptic religious zealotry and seeks capabilities that could literally end civilization. Israel is doing the USA, the world and civilized peoples everywhere a huge favor by eliminating that risk, and it is bearing the cost almost exclusively by itself. Israel is putting its civilian population at risk as a worldwide public service, truly. (Don't believe me? Witness the Tel Aviv civilian apartment complex wrecked a few hours ago by unguided Iranian ballistic missiles.) I salute Israel's actions, and I do so as a patriotic American veteran who hates war. Eradicating Iran’s nuclear capability and military command and control infrastructure is for the benefit of Israel, of course. But it is also to the great benefit of the USA and all of humanity. It’s not a “useless, endless war.” If you are someone who despises Israel for whatever reason, I urge you to consider this conflict objectively, and realize what a great service Israel is doing for the USA. Thank you Israel.
@BBCWorld· 3 months agoOf opium, fire temples, and sarees: A peek into the world of India's dwindling Parsis https://t.co/XreHXOonSj
@ASvanevik· 4 months agoRT @howdymerry: most westerners do not understand that this is THE moment that china has been waiting on for centuries to finally reclaim dominance on the world stage for millennia, china was the center of innovation and power--gunpowder, paper, confucian philosophy--while the rest of the world was stuck in the dark age. they grew to see themselves as the cosmologically / divine chosen, the most civilized people on earth, only to be rudely awakened by the century of humiliation forced into predatory treaties, land concession, their people zombified by the proliferation of opium on their shores by the very westerners they regarded as inferior for thousands of years have you ever walked in the ruins of the summer palace? because its palpable how heavy the atmosphere feels, you can feel the opulence and chinese greatness that was destroyed by the british just because they could, and the chinese preserved the ruins to remind themselves of that national humiliation china was still a backwater when kissinger/nixon first visited, there were many moments that america could have rendered china critically dependent on itself, but now china is strong enough to stand alone / has actually invested in increasing economic sovereignty (dual circ + investments into quantum compute + domesticating entire supply chain on chip making etc) and built economic dependence by other countries on itself via b&r infra projects i think ishowspeed touring china was a huge / historic turning point--millions of americans suddenly realized that it is in fact the usa that is falling off (sputnik moment but this time there's no strong leadership to counter and compete on the national level) americans generally think the world more or less went back to normal post covid while the chinese have continued to message to their people to mentally adjust to a world without american leadership and increased suspicion on all foreigners to see this administration in charge validating these claims made by china's ministry of propaganda that america was not to be trusted, xi jinping all together too capable of running circles around trump, refusing to capitulate to trump's escalating tariffs, compelling trump to bend the knee first and state the US publicly invites a call from china? its asia session baby
@krugermacro· 4 months agoI asked Grok to fact-check me. Here's its response: Historical Context of Trade Disputes Leading to War Trade disputes and economic coercion have frequently been catalysts for military conflict throughout history, often because they threaten national interests, economic stability, or sovereignty. The web search results you provided offer several relevant examples: First Opium War (1839–1842) The Qing government in China blockaded its ports, confiscated opium contraband, and confined British traders due to disputes over the opium trade. This economic restriction prompted Britain to dispatch its navy, leading to the Battle of Kowloon and a full-scale war. The trigger here was less about tariffs and more about trade access and control, but the principle is similar: economic restrictions were perceived as a threat to national interests, escalating to military conflict. Compared to the U.S.-China situation, the opium trade dispute was arguably a smaller economic issue than a modern global trade blockade involving 70+ nations. First Anglo-Dutch War (1652–1654) This war was directly caused by trade disputes, starting with English attacks on Dutch merchant shipping. The conflict arose from competition over trade routes and economic dominance, exacerbated by the English Navigation Acts, which restricted Dutch trade. The scale of economic provocation here was significant but still smaller than a coordinated effort by 70+ nations to isolate a major economy like China today. Yet, it led to "vast fleet actions" and full-scale war, showing how trade tensions can rapidly escalate. Shimonoseki Campaign (1863–1864) This conflict arose after Japan’s unrest over the shogunate’s open-door policy to foreign trade. Western powers, including the U.S., Britain, France, and the Netherlands, bombarded Shimonoseki to force Japan to open its ports. The economic stakes—access to Japanese markets—were relatively minor compared to the global trade implications of isolating China today, yet it still resulted in military action. Massacre of the Bandanese (1621) The Dutch East India Company massacred the Bandanese population after alleged violations of a new trade treaty. This was a smaller-scale conflict, but it illustrates how even minor trade disagreements (in this case, treaty violations) could lead to violent outcomes, especially when one party feels its economic interests are threatened. U.S.-Japan Tensions Before WWII The U.S. strategy resembles the economic pressures applied to Japan before World War II. In the 1930s, the U.S. imposed oil embargoes and trade restrictions on Japan to curb its imperial ambitions. These measures, while not as extensive as a 70-nation coalition, crippled Japan’s economy, which relied heavily on imports. Japan perceived this as an existential threat, contributing to its decision to attack Pearl Harbor in 1941. The economic stakes in that case were high, but the coordination and scale of the modern U.S. plan against China are arguably greater.
@mdudas· 4 months agoRT @joel_john95: Some general thoughts on the state of the market -- or how I think crypto evolves from here. 1. Crypto at its core is money is rails in its current form. Blockchains do to money/assets what the internet did to information. The after-effect of that, is that speculation continues to be the dominant use case in the industry. The velocity and quantum at which speculation happens may vary - but the largest outcomes (and biggest sinks of revenue) will continue to be speculation - and its second order use cases (lending, derivs, broker-dealers etc) 2. The stablecoin opportunity will reach a local maxima with Circle's IPO. Imo lowering interest rate will be another domino that affects it. Between distribution moats and regulatory challenges - the next big opportunity in stablecoins may not be as hot. The marginal opportunity is in geo-local fintech use cases that can use crypto pay-rails. It is not in exporting the US dollar. Especially if you are a founder that is not from SV. Whole different story if you can raise $10mil+ from the get-go and are based in the US. 3. DePin - is hot in theory, but when clubbed with SLAs and the kind of scale large AI projects will need - the opportunity (to invest) will cluster around networks that can manage ±100mil+ in demand side revenue. Those kinds of networks will almost (always) work with PE funds or hedge funds to bridge short term capital liquidity needs. I am yet to see a token based network that can scale to that extent (and be reliant). The good news is - the networks that can scale to such scale do exist. The bad news is, much of that revenue does not touch tokens. 4. We talk of tokens and revenue because of two seismic shifts. - The premium that exists for being a token has vanished in a post pump-fun world where hitting $100mil+ in fdv is challenging once assets vest. - The marginal bid in crypto has vanished in a world where stocks/currencies are just as volatile with clearer directional tendencies The real reason teams will worry of revenue going forward is that for liquid funds (last line of marginal bids) - the mix of assets that can be bid is around ±50 tokens with revenue. Within which maybe there's sub 30 with meaningful upside. 5. VCs have a strong incentive to argue tokens as a business model have not died. That Web3 is around the corner. If your incentives are to be blind about the writing on the wall - you may pretend to be illiterate for a while. IMO we are going into a phase where fewer founders issue tokens and instead hold on to revenue as smaller teams. Crypto VCs are probably not well equipped for this shift because historically liquidity came from exchange listings and retail bids. One could argue that the reason crypto VC deployment reduced is broader macro. The real reason is that the ability of portfolios to provide a return has eviscerated in how the market shifted in the years since FTX. 6. IMO the number of funds that can sign cheques to produce uber/cisco like outcomes are sub 10. Within which, the number of partners that understand what it takes to produce those outcomes is sub ±30. One thinks the reason crypto has no large consumer apps is the UX or bad marketing or whatever. Part of the challenge is how the nature of capital has a timeline of 3 years, and a fixation on token listing liquidity. It's the opium of crypto VC. There's probably an opportunity somewhere in there to build large scale consumer apps with longer time horizons. 7. Crypto x AI feels hot but struggles to keep pace with how AI itself moves. This is probably the first time a sector has shown the emperor has no clothes to our industry. Things like provenance and sourcing distributed compute feel hot in principal but it remains to be seen how they scale. Most networks that have scaled rely on distributed data centers who still collect revenue in dollars. Models have not shown a premium simply because the source of the data was "compensated". The one part that feels hot - or rhymes with P2E is crowd-sourcing IP addresses. I think that segment is very interesting. 8. There is an opportunity for mid to high income banking in a way that is crypto native. Think everything from payroll management + wiring money + portfolio building (stocks/tbills)+ loans for crypto native users. The user persona here is someone that earns ±5-20k within crypto and wants a bank that can handle all of it. The TAM for such a bank is ±5-10k people. But IMO there's value to be generated in building it. 9. Farcaster will make DAOs great again. Those things died because it turns out people don't want to govern how lending or derivatives platforms work. If communities on Farcaster grow to 10k+ individuals and these communities coordinate resources (like community assets) on-chain - DAOs will be relevant again. My hope is that this is how meme coins make a return. Such assets could be far more sustainable than dog/cat coins if done right. Farcaster's big challenge will be navigating the needs of its content creators and the financialisation of its platform. In the absence of financialisation - it could be perceived as yet another protocol. In the presence of financialisation, its the future of the web. 10. Crypto gaming feels dead but on a r:r perspective - among consumer apps, it is the single highest ROI segment. It takes a certain kind of madness to still want to be building there and anyone doing it - if worth their mettle will probably have millions of users and market places that are sustainable to show for it. People think the sector died in 2022 (post Axie) - but if accounting for 1 year for mania to stabilise, and 2+ for products to be shipped - ±2025/2026 could be breakout year for it. 11. Long-tail of altcoins will struggle to make a come back .This is not like 2018/2023 where retail is no longer bidding. Retail is here. They are active. They just don't want the 50th token doing the same thing. IMO this will change how we do comp/raises within crypto. Historically, the bet was "can this token list". Now it will be "will this token matter". The two are very distinctly different questions - with few people having the answers to them. 12. Crypto's talent glut will hit us faster than a liquidity glut. That is - seeing people leave for AI or the lack of progress within crypto pushing people to work elsewhere will affect morale worse than prices will. Unlike 2018/2023 - the macro environment is one that suggests longer term pain while AI continues to compound on its improvements. In such a market, specific firms will evolve to be beacons of hope. Culture does become a moat. Very few founders equipped to see that transition. 13. Crypto research/media is undergoing a period of consolidation. Average creative is done with the industry because primary source of financing historically were L2s - and working with them has become a pain. The only way creatives will survive in the next 18 months is through hyper-financialisation. Margins large enough to have the luxury of spending time on putting together good work. Firms that combine the craft (of writing/research) with financialisation (of assets/deal-structuring) and moats (of distribution/process) - will make a killing. That DNA however is extremely scarce. 14. If fewer founders issue tokens and more founders are able to scale to millions of users - then the next pool of capital that will unlock in crypto is private equity. We have not seen this (at scale) yet - but PE firms will probably be a dominant force in the next 18 months so long as firms have north of $10mil in revenue. The sea of firms that have it is probably around ±50. And maybe there's 20 that are privately owned. So that's currently a small market. 15. I think there's opportunity for a ±10 mil fund to be set up that explicitly focuses on combining creative output (music, art, writing) with crypto-native primitives and distributing at scale. But that requires partners with taste, understanding of consumer distribution and empathy for creatives. Just one of those things that interest me. 16. Crypto is equal parts morally bankrupt and idealistic in how it can shape the world. It has ±100x more PMF than it did in 2018 - but a fraction of the premium it once collected. In such a market, knowing to block out the pundits and looking at what the numbers suggest is an art form. Perhaps even a skill. Important to remember that one moulds the world one belongs to as much as one is moulded by the world one is in. Agency is a moat.
@joel_john95· 4 months agoSome general thoughts on the state of the market -- or how I think crypto evolves from here. 1. Crypto at its core is money is rails in its current form. Blockchains do to money/assets what the internet did to information. The after-effect of that, is that speculation continues to be the dominant use case in the industry. The velocity and quantum at which speculation happens may vary - but the largest outcomes (and biggest sinks of revenue) will continue to be speculation - and its second order use cases (lending, derivs, broker-dealers etc) 2. The stablecoin opportunity will reach a local maxima with Circle's IPO. Imo lowering interest rate will be another domino that affects it. Between distribution moats and regulatory challenges - the next big opportunity in stablecoins may not be as hot. The marginal opportunity is in geo-local fintech use cases that can use crypto pay-rails. It is not in exporting the US dollar. Especially if you are a founder that is not from SV. Whole different story if you can raise $10mil+ from the get-go and are based in the US. 3. DePin - is hot in theory, but when clubbed with SLAs and the kind of scale large AI projects will need - the opportunity (to invest) will cluster around networks that can manage ±100mil+ in demand side revenue. Those kinds of networks will almost (always) work with PE funds or hedge funds to bridge short term capital liquidity needs. I am yet to see a token based network that can scale to that extent (and be reliant). The good news is - the networks that can scale to such scale do exist. The bad news is, much of that revenue does not touch tokens. 4. We talk of tokens and revenue because of two seismic shifts. - The premium that exists for being a token has vanished in a post pump-fun world where hitting $100mil+ in fdv is challenging once assets vest. - The marginal bid in crypto has vanished in a world where stocks/currencies are just as volatile with clearer directional tendencies The real reason teams will worry of revenue going forward is that for liquid funds (last line of marginal bids) - the mix of assets that can be bid is around ±50 tokens with revenue. Within which maybe there's sub 30 with meaningful upside. 5. VCs have a strong incentive to argue tokens as a business model have not died. That Web3 is around the corner. If your incentives are to be blind about the writing on the wall - you may pretend to be illiterate for a while. IMO we are going into a phase where fewer founders issue tokens and instead hold on to revenue as smaller teams. Crypto VCs are probably not well equipped for this shift because historically liquidity came from exchange listings and retail bids. One could argue that the reason crypto VC deployment reduced is broader macro. The real reason is that the ability of portfolios to provide a return has eviscerated in how the market shifted in the years since FTX. 6. IMO the number of funds that can sign cheques to produce uber/cisco like outcomes are sub 10. Within which, the number of partners that understand what it takes to produce those outcomes is sub ±30. One thinks the reason crypto has no large consumer apps is the UX or bad marketing or whatever. Part of the challenge is how the nature of capital has a timeline of 3 years, and a fixation on token listing liquidity. It's the opium of crypto VC. There's probably an opportunity somewhere in there to build large scale consumer apps with longer time horizons. 7. Crypto x AI feels hot but struggles to keep pace with how AI itself moves. This is probably the first time a sector has shown the emperor has no clothes to our industry. Things like provenance and sourcing distributed compute feel hot in principal but it remains to be seen how they scale. Most networks that have scaled rely on distributed data centers who still collect revenue in dollars. Models have not shown a premium simply because the source of the data was "compensated". The one part that feels hot - or rhymes with P2E is crowd-sourcing IP addresses. I think that segment is very interesting. 8. There is an opportunity for mid to high income banking in a way that is crypto native. Think everything from payroll management + wiring money + portfolio building (stocks/tbills)+ loans for crypto native users. The user persona here is someone that earns ±5-20k within crypto and wants a bank that can handle all of it. The TAM for such a bank is ±5-10k people. But IMO there's value to be generated in building it. 9. Farcaster will make DAOs great again. Those things died because it turns out people don't want to govern how lending or derivatives platforms work. If communities on Farcaster grow to 10k+ individuals and these communities coordinate resources (like community assets) on-chain - DAOs will be relevant again. My hope is that this is how meme coins make a return. Such assets could be far more sustainable than dog/cat coins if done right. Farcaster's big challenge will be navigating the needs of its content creators and the financialisation of its platform. In the absence of financialisation - it could be perceived as yet another protocol. In the presence of financialisation, its the future of the web. 10. Crypto gaming feels dead but on a r:r perspective - among consumer apps, it is the single highest ROI segment. It takes a certain kind of madness to still want to be building there and anyone doing it - if worth their mettle will probably have millions of users and market places that are sustainable to show for it. People think the sector died in 2022 (post Axie) - but if accounting for 1 year for mania to stabilise, and 2+ for products to be shipped - ±2025/2026 could be breakout year for it. 11. Long-tail of altcoins will struggle to make a come back .This is not like 2018/2023 where retail is no longer bidding. Retail is here. They are active. They just don't want the 50th token doing the same thing. IMO this will change how we do comp/raises within crypto. Historically, the bet was "can this token list". Now it will be "will this token matter". The two are very distinctly different questions - with few people having the answers to them. 12. Crypto's talent glut will hit us faster than a liquidity glut. That is - seeing people leave for AI or the lack of progress within crypto pushing people to work elsewhere will affect morale worse than prices will. Unlike 2018/2023 - the macro environment is one that suggests longer term pain while AI continues to compound on its improvements. In such a market, specific firms will evolve to be beacons of hope. Culture does become a moat. Very few founders equipped to see that transition. 13. Crypto research/media is undergoing a period of consolidation. Average creative is done with the industry because primary source of financing historically were L2s - and working with them has become a pain. The only way creatives will survive in the next 18 months is through hyper-financialisation. Margins large enough to have the luxury of spending time on putting together good work. Firms that combine the craft (of writing/research) with financialisation (of assets/deal-structuring) and moats (of distribution/process) - will make a killing. That DNA however is extremely scarce. 14. If fewer founders issue tokens and more founders are able to scale to millions of users - then the next pool of capital that will unlock in crypto is private equity. We have not seen this (at scale) yet - but PE firms will probably be a dominant force in the next 18 months so long as firms have north of $10mil in revenue. The sea of firms that have it is probably around ±50. And maybe there's 20 that are privately owned. So that's currently a small market. 15. I think there's opportunity for a ±10 mil fund to be set up that explicitly focuses on combining creative output (music, art, writing) with crypto-native primitives and distributing at scale. But that requires partners with taste, understanding of consumer distribution and empathy for creatives. Just one of those things that interest me. 16. Crypto is equal parts morally bankrupt and idealistic in how it can shape the world. It has ±100x more PMF than it did in 2018 - but a fraction of the premium it once collected. In such a market, knowing to block out the pundits and looking at what the numbers suggest is an art form. Perhaps even a skill. Important to remember that one moulds the world one belongs to as much as one is moulded by the world one is in. Agency is a moat.
@howdymerry· 4 months agomost westerners do not understand that this is THE moment that china has been waiting on for centuries to finally reclaim dominance on the world stage for millennia, china was the center of innovation and power--gunpowder, paper, confucian philosophy--while the rest of the world was stuck in the dark age. they grew to see themselves as the cosmologically / divine chosen, the most civilized people on earth, only to be rudely awakened by the century of humiliation forced into predatory treaties, land concession, their people zombified by the proliferation of opium on their shores by the very westerners they regarded as inferior for thousands of years have you ever walked in the ruins of the summer palace? because its palpable how heavy the atmosphere feels, you can feel the opulence and chinese greatness that was destroyed by the british just because they could, and the chinese preserved the ruins to remind themselves of that national humiliation china was still a backwater when kissinger/nixon first visited, there were many moments that america could have rendered china critically dependent on itself, but now china is strong enough to stand alone / has actually invested in increasing economic sovereignty (dual circ + investments into quantum compute + domesticating entire supply chain on chip making etc) and built economic dependence by other countries on itself via b&r infra projects i think ishowspeed touring china was a huge / historic turning point--millions of americans suddenly realized that it is in fact the usa that is falling off (sputnik moment but this time there's no strong leadership to counter and compete on the national level) americans generally think the world more or less went back to normal post covid while the chinese have continued to message to their people to mentally adjust to a world without american leadership and increased suspicion on all foreigners to see this administration in charge validating these claims made by china's ministry of propaganda that america was not to be trusted, xi jinping all together too capable of running circles around trump, refusing to capitulate to trump's escalating tariffs, compelling trump to bend the knee first and state the US publicly invites a call from china? its asia session baby
@leadlagreport· 4 months agoGood news: TikTok gets a 75-day extension to rot our brains for another couple of months. Any guesses who might end up buying the digital version of opium? https://t.co/FISL3x7rJ1
@naval· 4 months agoRT @yishan: Heh, I'm neither neocon nor academic, but I came of age during the early 2000s, which was the last great gasp of neocon power (GWBush, Cheney, Rumsfeld, Wolfowitz) so I really studied it when it was happening. I run a startup dedicated to planting trees faster and I used to be the CEO of Reddit. Neither of those things is very neocon or academic, haha. My view on what the US should do to ensure its global leadership role is that it should let the NATO relationship wither naturally, and instead forge an alliance with China and run the world together as the two dominant powers. This is outside the Overton Window of basically like... everyone I know, but aligns with what I know of history. Russia is a dangerous rogue actor and needs to be sidelined. Allowing China and Russia to align was a horrible mistake. China and the US are more alike than most people realize. Both are fundamentally isolationist countries: the US only took on the role of world police post-WW2 because it had no choice, and China had to look beyond its borders for security to ensure it will not be colonized again. In the past, both were resolutely isolationist: the US prior to WW1, and China prior to the Opium Wars. People in both countries don't really care about the rest of the world if they don't have to: they just want to be left in peace and most importantly - they don't want to dominate others - they just want to get rich and live nice comfortable lives. Their own countries are large enough to provide for them. Right now within the US, the view is that China is the new enemy, but that's because the rise of China threatens US elites. The elites own and run everything, but if Chinese industries do better, the assets that the elites own won't be worth as much as their influence will wane. In contrast, China produces tons of things cheaply, so it would benefit average Americans because they could afford to have more. China's whole economic philosophy is "get good at making stuff, so we can all have more stuff." The big mistake here is that many people map their conception of the Soviet Union onto China (because both are "communist"). But the Soviet Union explicitly wanted to export its political system and control other countries. China just wants to trade with everyone: controlling other countries is a headache, and Chinese people just want to get rich. Literally that's all they care about. (There's a negative stereotype about Chinese people being materialistic and it's kind of true - but it's also better than being ideological zealots: if what someone cares about is money, you can always strike a deal) Here is the acid test proof that China is wholly pragmatic: the communist party abandoned state control and changed over completely to market-based systems. Has there ever been, in the history of any country, an authoritarian government that said, "Hey, this isn't working, let's do the complete opposite thing instead." Like, who does that? China, apparently. America is also like that. Both countries have been forced into having to fund big military spending only out of necessity, and increasingly because they are worried about the other one. But China doesn't want to conquer and run the US, and the US doesn't want to conquer and run China. Doing either of those things means your people can't have as much stuff. That whole imperialism thing is a European concept (and it spread to Russia, who are paranoid and envious of Europe). So keeping the EU managed and Russia sidelined is important, but America and China both care more about self-development than taking over other countries. The way to 21st century peace and prosperity is for the US and China to deescalate the mistaken tension that's arisen, ally together as the two great leading civilizations of the world, and get moving on the more important things like fixing the climate and space colonization. Working together, no one is going to fuck with China, and no one is going to fuck with the US. But right now smaller countries can play one off the other, and that's not good. It's unstable and leads to all sorts of little wars. US and China can be "frenemies" - there will be a bit of tension and competitiveness, but I think that'll be good - it'll spur things on in terms of development - but knowing it is a cross-cultural human alliance of the two most powerful countries is the key to prosperity and global security.
@SwanBitcoin· 5 months agoRT @Swan: “Inflation is the true opium of the people and it is administered to them by anticapitalist governments and parties.” — Ludwig von Mises https://t.co/s083n1eBCo
@Swan· 5 months ago“Inflation is the true opium of the people and it is administered to them by anticapitalist governments and parties.” — Ludwig von Mises https://t.co/s083n1eBCo
@DMTLAND_· 8 months agoGreat thread from $TRAC that will give some opium regarding DKG V8. Knowledge Assets (KAs) are important now that AI Agent Memory has improved. When an information network is built, AI can do more and is much less likely to be biassed. Discover below some diagrams and visuals to better understand what is currently happening on #OriginTrail
@yishan· 9 months agoHeh, I'm neither neocon nor academic, but I came of age during the early 2000s, which was the last great gasp of neocon power (GWBush, Cheney, Rumsfeld, Wolfowitz) so I really studied it when it was happening. I run a startup dedicated to planting trees faster and I used to be the CEO of Reddit. Neither of those things is very neocon or academic, haha. My view on what the US should do to ensure its global leadership role is that it should let the NATO relationship wither naturally, and instead forge an alliance with China and run the world together as the two dominant powers. This is outside the Overton Window of basically like... everyone I know, but aligns with what I know of history. Russia is a dangerous rogue actor and needs to be sidelined. Allowing China and Russia to align was a horrible mistake. China and the US are more alike than most people realize. Both are fundamentally isolationist countries: the US only took on the role of world police post-WW2 because it had no choice, and China had to look beyond its borders for security to ensure it will not be colonized again. In the past, both were resolutely isolationist: the US prior to WW1, and China prior to the Opium Wars. People in both countries don't really care about the rest of the world if they don't have to: they just want to be left in peace and most importantly - they don't want to dominate others - they just want to get rich and live nice comfortable lives. Their own countries are large enough to provide for them. Right now within the US, the view is that China is the new enemy, but that's because the rise of China threatens US elites. The elites own and run everything, but if Chinese industries do better, the assets that the elites own won't be worth as much as their influence will wane. In contrast, China produces tons of things cheaply, so it would benefit average Americans because they could afford to have more. China's whole economic philosophy is "get good at making stuff, so we can all have more stuff." The big mistake here is that many people map their conception of the Soviet Union onto China (because both are "communist"). But the Soviet Union explicitly wanted to export its political system and control other countries. China just wants to trade with everyone: controlling other countries is a headache, and Chinese people just want to get rich. Literally that's all they care about. (There's a negative stereotype about Chinese people being materialistic and it's kind of true - but it's also better than being ideological zealots: if what someone cares about is money, you can always strike a deal) Here is the acid test proof that China is wholly pragmatic: the communist party abandoned state control and changed over completely to market-based systems. Has there ever been, in the history of any country, an authoritarian government that said, "Hey, this isn't working, let's do the complete opposite thing instead." Like, who does that? China, apparently. America is also like that. Both countries have been forced into having to fund big military spending only out of necessity, and increasingly because they are worried about the other one. But China doesn't want to conquer and run the US, and the US doesn't want to conquer and run China. Doing either of those things means your people can't have as much stuff. That whole imperialism thing is a European concept (and it spread to Russia, who are paranoid and envious of Europe). So keeping the EU managed and Russia sidelined is important, but America and China both care more about self-development than taking over other countries. The way to 21st century peace and prosperity is for the US and China to deescalate the mistaken tension that's arisen, ally together as the two great leading civilizations of the world, and get moving on the more important things like fixing the climate and space colonization. Working together, no one is going to fuck with China, and no one is going to fuck with the US. But right now smaller countries can play one off the other, and that's not good. It's unstable and leads to all sorts of little wars. US and China can be "frenemies" - there will be a bit of tension and competitiveness, but I think that'll be good - it'll spur things on in terms of development - but knowing it is a cross-cultural human alliance of the two most powerful countries is the key to prosperity and global security.
@kyle_chasse· 9 months agoIMAGINE THINKING THIS WAS THE REAL CREATOR OF #BITCOIN 😂 HE LOOKS LIKE HE INVENTED OPIUM LOOOOOOL https://t.co/7Qt6bJ3bly
@KanekoaTheGreat· 11 months agoWhy did opium production in Afghanistan fall by 99% after the US military left? https://t.co/xoxqx5kpHe
@WuBlockchain· about 1 year agoThe founder of IOSG, one of the most famous Crypto VCs in Asia, said that many entrepreneurs doubt their direction after seeing the success of memes. Memes are like opium, and the crypto communities are in a crazy state of hyping memes. He said that entrepreneurs should resist memes. Read more https://t.co/YJBjAOjYA1
@nntaleb· about 1 year agoBefore the shameful opium wars in which Britain viciously helped trigger the collapse of China, the former had only 1/8 of the GDP of the latter. All what Britain had was a navy. GDPs are about back to that level and now China has drone carriers.
@Opium_Network· over 1 year agoWill Zero Options impact existing Opium users? Absolutely not! No changes to decentralized protocol or governance token. We're adding KYC modules and welcome solvers and arbitrageurs. Join Zero Options for a transformative journey in accessible on-chain derivatives! #ZeroOptions
@Opium_Network· over 1 year ago🚀Big News from Opium Team!🚀 🎊 We're excited to announce that we are evolving! Opium is now pivoting to launch Zero Options (0options), reflecting our renewed focus and adaptation to the market landscape. 🎊 Register for the early access: https://t.co/REy0SDaSVk ⬇️more below⬇️
@loomdart· over 1 year agoRT @lepuppeteerfou: new honorary for @itsmadeofcheese. hierophant ob de matriarch. minter of the first opium puppet. long time supporter of my work. brought me (among with others) to ordinals. thank you zekku, we love you. https://t.co/clG9MReDgM
@lepuppeteerfou· over 1 year agonew honorary for @itsmadeofcheese. hierophant ob de matriarch. minter of the first opium puppet. long time supporter of my work. brought me (among with others) to ordinals. thank you zekku, we love you. https://t.co/clG9MReDgM
@0xcryptowizard· over 1 year ago我看到一些朋友玩新生态，遇到资产跌就在抱怨，这种心态是很不好的。 去年5月因为 ordi 的财富效应，我开始关注并且深度玩 btc 生态。 玩到7-8月战绩如何？ 亏惨了。 偶尔有赚的，但是一级大部分nft是亏的，包括后面让我收益颇丰的木偶，一代 opium 也是买了就是山顶，腰斩多一直底部大半年。 二级抄底 ordi 也是，7u 抄到 3u，均价 5u 买了流通差不多1%，底部的时候腰斩横盘了几个月的时间。 真的想死啊，一级链上二级交易所里，没有一个赚钱的。 但是，兄弟们看我在推特上抱怨一句了么？ 我在推上还是坚持自己的观点： 🌟牛市三定律 回顾过去的几轮牛市，总结牛市三定律，确定 btc 生态就是本轮牛市发动机。 🌟坚持玩新不玩旧 每轮牛市都会有新东西，玩这个生态一定好过旧生态。只要这个是赛道级别的创新，那就坚定看好继续玩下去，亏损被套都是暂时的，总体一定会收益不错。 后面的故事，你们都知道了： ordi 10倍； 梅林收益颇丰； ordinals 木偶为代表，加上后续符文空投已经20btc以上； ckb 3倍，并且抓住seal打新，以及二级收的已经4倍。 兄弟们，抱怨是最低级的一种形式。 停止抱怨，多总结经验，多思考自己的底层逻辑，如果是自认为是在对的道路上。 那就让子弹飞一会儿，多一点耐心吧。
@Opium_Network· over 1 year agoRT @impossiblefi: Exploring 9 Decentralized Options Protocols 🌐 Last week, we released our article analysis on the crypto options market and covered CEX vs DEX options in our previous post (Link at end of the post). This week, we will be taking a look at 9 decentralized options protocols! We believe that TVL is a great metric to determine the strongest players in the decentralized options space, so here are the key contenders shaping the decentralized options landscape: 🔹 @opyn_ TVL: $13.17M Chains: Ethereum, Avalanche, Polygon Opyn focuses on developing open finance by leveraging DeFi methodologies and perpetual options and introducing the pioneering perpetual options like Opyn Squeeth. 🔹 @HegicOptions TVL: $10.94M Chains: Arbitrum, Ethereum Hegic simplifies peer-to-pool options with one-click process for various strategies and the cost of an option based solely on premiums, eliminating additional trading or taker fees. 🔹 @aevoxyz / @ribbonfinance TVL: $15.7M (Combined) Arbitrum, Ethereum, Optimism Built by the same team, they are one of the biggest players in the options niche. Aevo is a derivatives L2, offering options & perps trading. As for Ribbon, their first product was the first Decentralized Options Vault (DOV) protocol, offering tokenized structured products and strategies. 🔹 @lyrafinance TVL: $9.45M Chains: Optimism, Arbitrum, Ethereum Innovation: Lyra operates as an automated market maker (AMM) for options, and enhancing capital efficiency and composability with the upcoming V2. 🔹 @PremiaFinance TVL: $5M Chains: Arbitrum, Ethereum, Optimism, Fantom, BSC Premia V3 boasts a Hybrid Orderbook, where each pool equates to a specific strike and liquidity tick, and includes vaults for tokenizing exotic or structured strategies, incentivized by PREMIA and governed by vxPREMIA stakeholders. 🔹 @dopex_io TVL: $4.28M Chains: Arbitrum, BSC, Avalanche, Ethereum Dopex introduces Single Staking Options Vaults (SSOVs) and a dual token system (DPX and rDPX) for governance and liquidity enhancement. 🔹 @ryskfinance TVL: $3.01M Chains: Arbitrum Rysk Finance blends AMM and Request for Quotation (RFQ) systems that offers uncorrelated and delta-hedged yields for its liquidity providers, providing auto-exercising options with efficiency and user-friendliness. 🔹 @Opium_Network TVL: $2.64M Chains: Ethereum, Polygon, BSC, Arbitrum Opium's decentralized escrow system, offering adaptability to various use cases such as sports betting, where participants can place wagers, with the escrow determining payouts based on the event's outcome. 🔹@DualFinance TVL: $2.5M, including staked $18.17M Chains: Solana Dual Finance empowers DAOs with liquid option-based incentives, tools and services. Partner projects can use their Staking Options to sustainably incentivize their communities. ----- TVL data was taken from @DefiLlama, on 24/11/2023. For a comprehensive look at these players and their contributions to the decentralized options space, check out our full article here ⬇ https://t.co/guZaF9ZAV7 If you missed it, last week we took a deep dive into the ever-evolving crypto market ⬇ https://t.co/J8Osg1IAs1
@impossiblefi· over 1 year agoExploring 9 Decentralized Options Protocols 🌐 Last week, we released our article analysis on the crypto options market and covered CEX vs DEX options in our previous post (Link at end of the post). This week, we will be taking a look at 9 decentralized options protocols! We believe that TVL is a great metric to determine the strongest players in the decentralized options space, so here are the key contenders shaping the decentralized options landscape: 🔹 @opyn_ TVL: $13.17M Chains: Ethereum, Avalanche, Polygon Opyn focuses on developing open finance by leveraging DeFi methodologies and perpetual options and introducing the pioneering perpetual options like Opyn Squeeth. 🔹 @HegicOptions TVL: $10.94M Chains: Arbitrum, Ethereum Hegic simplifies peer-to-pool options with one-click process for various strategies and the cost of an option based solely on premiums, eliminating additional trading or taker fees. 🔹 @aevoxyz / @ribbonfinance TVL: $15.7M (Combined) Arbitrum, Ethereum, Optimism Built by the same team, they are one of the biggest players in the options niche. Aevo is a derivatives L2, offering options & perps trading. As for Ribbon, their first product was the first Decentralized Options Vault (DOV) protocol, offering tokenized structured products and strategies. 🔹 @lyrafinance TVL: $9.45M Chains: Optimism, Arbitrum, Ethereum Innovation: Lyra operates as an automated market maker (AMM) for options, and enhancing capital efficiency and composability with the upcoming V2. 🔹 @PremiaFinance TVL: $5M Chains: Arbitrum, Ethereum, Optimism, Fantom, BSC Premia V3 boasts a Hybrid Orderbook, where each pool equates to a specific strike and liquidity tick, and includes vaults for tokenizing exotic or structured strategies, incentivized by PREMIA and governed by vxPREMIA stakeholders. 🔹 @dopex_io TVL: $4.28M Chains: Arbitrum, BSC, Avalanche, Ethereum Dopex introduces Single Staking Options Vaults (SSOVs) and a dual token system (DPX and rDPX) for governance and liquidity enhancement. 🔹 @ryskfinance TVL: $3.01M Chains: Arbitrum Rysk Finance blends AMM and Request for Quotation (RFQ) systems that offers uncorrelated and delta-hedged yields for its liquidity providers, providing auto-exercising options with efficiency and user-friendliness. 🔹 @Opium_Network TVL: $2.64M Chains: Ethereum, Polygon, BSC, Arbitrum Opium's decentralized escrow system, offering adaptability to various use cases such as sports betting, where participants can place wagers, with the escrow determining payouts based on the event's outcome. 🔹@DualFinance TVL: $2.5M, including staked $18.17M Chains: Solana Dual Finance empowers DAOs with liquid option-based incentives, tools and services. Partner projects can use their Staking Options to sustainably incentivize their communities. ----- TVL data was taken from @DefiLlama, on 24/11/2023. For a comprehensive look at these players and their contributions to the decentralized options space, check out our full article here ⬇ https://t.co/guZaF9ZAV7 If you missed it, last week we took a deep dive into the ever-evolving crypto market ⬇ https://t.co/J8Osg1IAs1
@Opium_Network· about 2 years agoRT @gelatonetwork: With @Opium_Network, you can trade and create customized financial products without intermediaries, and with the integration of Gelato's Web3 Functions, Opium can automate smart contract functions, making scheduled deposits and withdrawals a breeze! https://t.co/LIyG8kNqX9 https://t.co/hdd2Wvg30g
@gelatonetwork· about 2 years agoWith @Opium_Network, you can trade and create customized financial products without intermediaries, and with the integration of Gelato's Web3 Functions, Opium can automate smart contract functions, making scheduled deposits and withdrawals a breeze! https://t.co/LIyG8kNqX9 https://t.co/hdd2Wvg30g
@Opium_Network· about 2 years ago🎯Just as the Opium team and contributors were about to step onto the stage at the Korean Blockchain Week - one of the best blockchain events in Asia 🚀
@Opium_Network· over 2 years agoDo we need permissionless options for alt coins in one click? 💰 #AltCoins #opium #options #defi
@Opium_Network· over 2 years agoKudos to @Bancor & @carbondefixyz on the launch 🚀! Opium community has been building those strategies and we are excited for progress in this direction & increased DeFi integrations for capital efficiency #Bancor #CarbonDefiXYZ #DeFiInnovations #CapitalEfficiency #Opium 💰