🔥 Five pre-TGE projects to keep your eye on... Who's missing from this list...? 🤔 (1) @Monad $MON - Sector: Scalable EVM L1 - TGE Status: Mainnet and token launch expected in late September 2025 - Funding: Raised an incredible $225M in 2024 led by @paradigm (2) @Somnia_Network - Sector: L1 for Gaming/Metaverse - TGE Status: Date to be announced - Funding: Supported by a massive $270M eco fund (3) @MitosisOrg - Sector: DeFi/Liquidity - TGE Status: Awaiting announcements, mainnet launch delayed - Funding: Has raised $7M from likes of @ForesightVen per Tracxn (4) @OpenledgerHQ - Sector: AI Blockchain - TGE Status: No date announced, tokenomics expected in near future - Funding: Backers include major names such as @polychain, @borderless_cap, @HashKey_Capital (5) @PortaltoBitcoin $PTB - Sector: $BTC Infrastructure - TGE Status: Tokenomics revealed, no exact date - Funding: Has raised $42.5M per Tracxn [NeverFinancialAdvice]
🔑 The @OverlayProtocol BuildKey goes live on July 31! Backed by @polychain, @1kxnetwork, @paraficapital, and others, Overlay is building the first decentralized data derivatives protocol. 0.2% of the Overlay token supply allocated for fair launch & price discovery. Get ready: https://t.co/CPxtix7949
According to Noble's official dashboard, the yield-bearing stablecoin USDN, backed by Paradigm and Polychain, has surpassed $1 billion in cumulative trading volume. USDN currently has a total supply of approximately $115 million and is held by around 30,000 addresses. To date, it has distributed over $1.35 million in cumulative yield. https://t.co/HFMspqHZcy
RT @VannaCharmer: My take on this is that the market isn't reacting well to the news because the issue w Celestia has never been that Polychain is selling tokens. Investors sell tokens, this happens with all blockchains. @gtx360ti who is the same source mentioned that in a similar period of time, Polychain sold 80m while the team sold 100m+. There are also many others who are up many multiples on this token, dumping is just part of the game The problem w Celestia is that they had a narrative that CT bought into, but they never delivered on. They rode the airdrop narrative to the top while selling the token and only shied away from it when the token went down (Narrative is no longer useful, let's ditch it) You can buy out Polychain's share, but that is not fixing the fact that: > The product is broken. Data availability is a commodity and nobody is willing to pay a premium to post data to Celestia. They're already giving the product away for free, and it has very little adoption. If you tell the TIA team though they'll send you some chart with a bunch of irrelevant products and some metrics that they themselves came up with, so either they're being intellectually dishonest or deranged from reality. Both equally bad. The big deals they have, Converge and Abstract, are paid for, and yes, there's interest from companies like Robinhood in building their own chains, but they don't have a natural interest in using Celestia DA (It's a commodity, can use anything else or even do it themselves) > There's no demand for the token. The only natural demand for it is using it to pay for DA (No interest in this) and the main use case is still selling it so investors and team can make money. External products built on top of Celestia have no incentive to include TIA because it's competitive to their own token. No value capture for TIA > Their gtm is terrible. If I was the Celestia team right now my focus would be purely on getting good products and increasing adoption, not on pleasing CT or playing defensive, which is what they're trying to do now: Deliberately trying to place the blame on Polychain, instead of themselves to try to buy good will. Embrace introspection. > They're passing random proposals like Proof of Governance which are of interest to the founders (Research chaps) but have no material effect over the robustness of TIA. I guess if they wanted to maybe please CT they could disclose how much was sold by each investor and team member (They're never going to do this) What would I know though, I'm just a kid from Africa.
My take on this is that the market isn't reacting well to the news because the issue w Celestia has never been that Polychain is selling tokens. Investors sell tokens, this happens with all blockchains. @gtx360ti who is the same source mentioned that in a similar period of time, Polychain sold 80m while the team sold 100m+. There are also many others who are up many multiples on this token, dumping is just part of the game The problem w Celestia is that they had a narrative that CT bought into, but they never delivered on. They rode the airdrop narrative to the top while selling the token and only shied away from it when the token went down (Narrative is no longer useful, let's ditch it) You can buy out Polychain's share, but that is not fixing the fact that: > The product is broken. Data availability is a commodity and nobody is willing to pay a premium to post data to Celestia. They're already giving the product away for free, and it has very little adoption. If you tell the TIA team though they'll send you some chart with a bunch of irrelevant products and some metrics that they themselves came up with, so either they're being intellectually dishonest or deranged from reality. Both equally bad. The big deals they have, Converge and Abstract, are paid for, and yes, there's interest from companies like Robinhood in building their own chains, but they don't have a natural interest in using Celestia DA (It's a commodity, can use anything else or even do it themselves) > There's no demand for the token. The only natural demand for it is using it to pay for DA (No interest in this) and the main use case is still selling it so investors and team can make money. External products built on top of Celestia have no incentive to include TIA because it's competitive to their own token. No value capture for TIA > Their gtm is terrible. If I was the Celestia team right now my focus would be purely on getting good products and increasing adoption, not on pleasing CT or playing defensive, which is what they're trying to do now: Deliberately trying to place the blame on Polychain, instead of themselves to try to buy good will. Embrace introspection. > They're passing random proposals like Proof of Governance which are of interest to the founders (Research chaps) but have no material effect over the robustness of TIA. I guess if they wanted to maybe please CT they could disclose how much was sold by each investor and team member (They're never going to do this) What would I know though, I'm just a kid from Africa.
In today's Unchained Daily: 💰 Polychain cashes out of Celestia with $62M sale 🏦 USDtb becomes first GENIUS Act-compliant stablecoin 🧑🌾 Leshner sells Cowboy Ape NFT for $5.15M ⚠️ Hackers drain $14M from WOO X — users made whole 🌎 Read today’s must-know crypto news… and subscribe! https://t.co/vP6AXKR47q
Top headlines: 💵 @polychain sells remaining $62.5 million $TIA stake to @celestia Foundation 🏡 Christie’s opens #Bitcoin & crypto real estate division 🟥 @trondao Inc is listed on Nasdaq
I don’t normally talk price, but isn’t this buyback by the foundation a positive signal? After months of dumping by Polychain, that’s now going to stop. No more sell pressure. Yet markets aren’t responding in the way we expect. I’d love to hear others’ perspective on why. I’d love to hear from Celestia’s biggest critics @VannaCharmer @0xBalloonLover @mirza and more but I can’t think of their handles right now.
RT @celestia: The Celestia Foundation has worked with Polychain Capital to assign Polychain’s entire remaining TIA holdings to new investors. This month, the Foundation purchased 43,451,616.09 TIA from Polychain Capital for $62.5m. Polychain will shortly be undelegating their entire staked TIA holdings in order to settle this transaction. To ensure neutral impact to the Foundation’s financial position, the Foundation is finalizing assignment of this TIA to new investors. These transactions will use a rolling unlock schedule, with the first unlock starting on 16 August and completing on 14 November.
RT @celestia: The Celestia Foundation has worked with Polychain Capital to assign Polychain’s entire remaining TIA holdings to new investors. This month, the Foundation purchased 43,451,616.09 TIA from Polychain Capital for $62.5m. Polychain will shortly be undelegating their entire staked TIA holdings in order to settle this transaction. To ensure neutral impact to the Foundation’s financial position, the Foundation is finalizing assignment of this TIA to new investors. These transactions will use a rolling unlock schedule, with the first unlock starting on 16 August and completing on 14 November.
The Celestia Foundation has announced an agreement with Polychain Capital to purchase 43,451,616.09 TIA for $62.5 million. The acquired tokens will be reassigned to new investors under a rolling unlock schedule from August 16 to November 14. Polychain had previously invested approximately $20 million in the Celestia project. https://t.co/1OQKGPmv5y
1/ NEW: Bitlayer Token Sale on CoinList @BitlayerLabs, backed by @polychain, is building secure, full-stack DeFi infrastructure on Bitcoin. Sale starts July 31, 2025 at 16:00 UTC with different options for US and non-US participants. Register 👉 https://t.co/dUv8wrrc7w https://t.co/FqdJE6H4aT
The Celestia Foundation has worked with Polychain Capital to assign Polychain’s entire remaining TIA holdings to new investors. This month, the Foundation purchased 43,451,616.09 TIA from Polychain Capital for $62.5m. Polychain will shortly be undelegating their entire staked TIA holdings in order to settle this transaction. To ensure neutral impact to the Foundation’s financial position, the Foundation is finalizing assignment of this TIA to new investors. These transactions will use a rolling unlock schedule, with the first unlock starting on 16 August and completing on 14 November.
前几天有幸拿到了 @anoma 的测试网邀请码,今天分享下参与测试网的一些小技巧和对项目的一些分析: 一.激励机制: kaito yappers,anoma测试网用户(未公布具体份额)@anoma 本次测试网是邀请制,top 100 yappers优先获得邀请码,并且 @anoma 拿出了1%的额度分给yappers,其中0.7%给top yappers,0.3%给kaito eco, 二.融资情况: 四轮融资共计 $60m+, @polychain 领投, @cbventures @Delphi_Digital 还有 @realMaskNetwork 创始人 @suji_yan 跟投。 三.测试网指南 测试网指南使用邀请码进入后使用W S A D控制方向 Fitcoin: 相当于gas,想获取测试网points需要消耗fitcoin points:每天参与GARAPON、BITFLIP以及社交活动获取 FITCOIN游戏 每日骑行 人物移动到FITCOIN图标这里,Enter进入,点击strat mining,用空格键一直按,每日上限1000分 BITFLIP 猜btc涨跌游戏 预测15秒btc涨跌,使用points下注,使用fitcoin加杠杆 GARAPON 每日抽奖 使用fitcoin参与抽奖,1次消耗50fitcoin,兑换后抽取points 白球:100 points 蓝球:2500 points 红球:10000 points 金球:5w points THE MAGE红色巫师社交任务 绑定推特-关注 @anoma 推特 - 发布关于 @anoma 内容获取points 其他:任务每天早上8点更新(utc+8),每天获取fitcoin参与任务获取points 没有邀请码的朋友可以去我上一条推特三连,今晚10点机抽1个邀请码。
RT @bidclubio: Jul 1 – Jul 15 BidClub Weekly Liquid Idea Reward Congrats to the $EUL writer for this week’s $1,000 reward. We will be reaching out for details. All posts will be public to non-members 14 days after submission. Bid Smarter. ---------------------------------------- Ideas: $GRAIL: Long Camelot on Robinhood Integration with Arbitrum $EUL: A Mispriced DeFi Blue-Chip with Explosive TVL, New Revenue Lines, and Institutional Tailwinds $VRTX: The Perp DEX Outearning Its Own MC $MPLX long is asymmetric opportunity going into Solana Seeker launch and launchpad wars $GP -- the cheapest liquid proxy for the Solana launch-pad boom at ~1.3x Circ. Mkt Cap / Burn if Bonk keeps it up $TAO: Long $TAO: From Bitcoin to Bittensor $YHC - I dunno what he's gonna do w/ this stonk but he's got something planned, extremely high risk given checked listCo Past ---------------------------------------- 💡 Ticker: $GRAIL 💰 Price: $399.24 🟢LONG 📊 Market Cap: $8.7M | FDV: $34.1M Summary: Long Camelot's $GRAIL token as a pure beta play on increased Arbitrum activity, driven by Robinhood's integration for token-based stocks, anticipating a significant near-term re-rating. TL;DR: • Robinhood's plan to issue token-based stocks for European users via Arbitrum is a major catalyst, potentially migrating a fraction of its $142.9B monthly equities volume on-chain. • Camelot ($GRAIL) is Arbitrum's dominant native DEX with deep ecosystem integrations and a strong value accrual system, making it a direct proxy for Arbitrum's growth. • The token has experienced multi-year consolidation and market neglect, leading to a compressed valuation primed for expansion, despite being a cash-flowing machine with $750k in annualized holder revenue. • A small fraction (e.g., 5%) of Robinhood's volume migrating to Camelot could result in a 6x increase in daily volume, potentially leading to a significant re-rating and a "melt-up" scenario for $GRAIL. • Key risks include limited actual increase in DEX volume from Robinhood's presence, Uniswap's dominant market share, and broader crypto market volatility, though $GRAIL is considered a superior pure-play option to $UNI. Source: @BidClub (https://t.co/67m6Tn0F21) ---------------------------------------- 💡 Ticker: $EUL 💰 Price: $11.43 🟢LONG 📊 Market Cap: $213.5M | FDV: $310.6M Summary: EUL is a fundamentally sound and significantly undervalued DeFi asset, poised for a re-rating given its exponential TVL growth, strong financial metrics, innovative EulerSwap product, institutional adoption, and market dynamics similar to past breakout tokens like PENDLE and SYRUP. TL;DR: • Euler's TVL has grown 200x ($10M to $2.3B) since Q4 2024, while its market cap only 4x ($50M to $200M), indicating significant undervaluation relative to fundamental growth. • The protocol demonstrates strong financial health with a 52% borrow efficiency (highest among peers) and trades at an attractive 14x FDV/Fees ratio. • EulerSwap, a recently launched DEX within Euler, achieved $700M cumulative trading volume in two weeks, showcasing strong product-market fit and new revenue streams. • Key catalysts include institutional adoption, exemplified by BlackRock's BUIDL fund integration, and Euler's position as the leading protocol and direct proxy for the emerging 'Unichain' narrative. • EUL's current setup, including its low FDV (~$290M), high circulating supply (69%), and lack of major CEX listings, mirrors PENDLE and SYRUP before their explosive re-ratings. Source: @BidClub (https://t.co/CMjFwzUDwi) ---------------------------------------- 💡 Ticker: $VRTX 💰 Price: $0.01 🟢LONG 📊 Market Cap: $5.6M | FDV: $10.6M Summary: Vertex (VRTX) presents a compelling long opportunity as a deeply undervalued perp DEX with strong fundamentals and significant upside potential if trading volumes increase and incentive structures are optimized. TL;DR: • VRTX trades at an $11MM FDV ($6M MC) with $10MM annualized fees, making it severely undervalued compared to peers like Synfutures ($88MM FDV) and ApolloX ($300MM FDV) with similar volumes, suggesting it's outearning its market cap. • The primary drag on VRTX's performance is its tokenomics, where 75% of native token incentives accrue to market makers, leading to consistent sell pressure that currently outpaces protocol buybacks. • A path to profitability is visible: if volumes double, Vertex flips into net positive value accrual; at 3x current volume, annualized net value to token holders would exceed the current MC, with catalysts including product launches, revamped incentives, strategic listings, or key partnerships. • VRTX operates in the competitive CLOB perp DEX market and has demonstrated a strong product and team, with potential for a rerating similar to $ZEX's recent rally, offering an asymmetric risk-reward profile. • Key risks include continued token price decline potentially causing market makers to abandon the platform, worsening liquidity, and the high execution dependency required to optimize incentives and attract more volume. Source: @BidClub (https://t.co/OjHXjnSr9q) ---------------------------------------- 💡 Ticker: $MPLX 💰 Price: $0.11 🟢LONG 📊 Market Cap: $90.8M | FDV: $109.5M Summary: Metaplex (MPLX) is deeply undervalued, trading at a significant discount despite dominating Solana's token issuance infrastructure and benefiting from strong revenue-driven buybacks, with upcoming catalysts like the Solana Seeker launch and intensifying 'Launchpad Wars' poised to drive substantial growth. TL;DR: • Metaplex dominates Solana's token issuance, charging fees on every mint (e.g., memecoins), with half of its substantial revenue directly funding MPLX buybacks, shrinking circulating supply by ~1% monthly. • MPLX is currently valued at ~4x annual revenue / ~8x net profit, with an ~$80M circulating market cap, appearing deeply discounted compared to its fundamental business and market position. • Two major catalysts are expected to reignite revenue growth: the Solana Seeker phone launch (pre-installed with token creation features) and increasing competition among memecoin launchpads, driving more token minting. • Valuation scenarios suggest strong asymmetry, with a potential fair value ranging from $0.08 (bear) to $0.70 (bull) per token against the current ~$0.10 price, indicating limited downside and significant upside. • Key risks include high reliance on Solana's ecosystem health, uncertain adoption of the Seeker phone, potential emergence of alternative token standards, and lingering selling pressure from past liquid fund unwinds. Source: @BidClub (https://t.co/jJjnLbLqsY) ---------------------------------------- 💡 Ticker: $GP 💰 Price: $1.70 🟢LONG 📊 Market Cap: $47.5M | FDV: $107.1M Summary: Graphite Protocol ($GP) presents a strong long opportunity as the cheapest liquid proxy for the Solana memecoin launchpad boom, driven by Bonkfun's substantial fee generation, GP's aggressive buyback mechanism, and significant token scarcity, with a clear path to 3-5x upside. TL;DR: • Bonkfun currently grosses ~$1.36M in daily fees, with 7.6% (~$103k/day or ~$37.7M/year) automatically routed to $GP buy-and-burns. • With a circulating market cap of approximately $50M, annual buybacks represent ~75% of the float-cap, while over 50% of $GP tokens are held in illiquid forms (staking, team, locked wallets), creating significant scarcity. • Key catalysts include potential major CEX listings, additional fee-injection events, and https://t.co/fycEFtKceb's upcoming TGE, which could push $GP to 3-5x its current price within 1-3 months. • Primary risks involve the sustainability of Bonkfun's recent fee spike, intense competition from https://t.co/fycEFtKceb, and the inherent volatility of the memecoin sector. Source: @BidClub (https://t.co/tFzIWCdW23) ---------------------------------------- 💡 Ticker: $TAO 💰 Price: $419.73 🟢LONG 📊 Market Cap: $3.95B | FDV: $8.83B Summary: Bittensor (TAO) is a strong long opportunity, positioning itself as the foundational asset for decentralized AI, akin to Bitcoin, due to its fair launch, utility-linked emissions, growing institutional adoption, and a new dynamic tokenomics model that fosters retail speculation. TL;DR: • TAO operates as a "proof-of-intelligence" network where emissions are directly tied to valuable AI outputs, not arbitrary computation, ensuring token supply growth aligns with network utility. • It features a fair launch with no VC, team allocations, or pre-mine, a capped supply of 21 million TAO (8.8M issued as of mid-June 2025), and over 72% of circulating supply currently staked, leading to a tight float. • Significant institutional capital is flowing in (e.g., DCG's Yuma subsidiary, Polychain Capital, BitGo custody, Grayscale Trust, Oblong's public purchase), alongside emerging infrastructure (TaoFi, TaoFu) simplifying ecosystem access. • The Dynamic TAO (dTAO) mechanism, launched Feb 2025, allows subnets to issue tradable alpha tokens, effectively creating a speculative market that funnels retail activity and demand back into the core TAO token. • Despite a current market cap of ~$3.2B and FDV of ~$7.4B, TAO is argued to be materially undervalued compared to other crypto sector leaders, especially considering its role as a foundational AI Layer 1, with an approaching halving in Dec 2025 to reduce inflation. Source: @BidClub (https://t.co/IaDDJJLs4f) ---------------------------------------- 💡 Ticker: $YHC 💰 Price: $3.8 🟢LONG 📊 Market Cap: 0.004B | FDV: $0.004B Summary: The post discusses LQR House Inc ($YHC), highlighting Robert Leshner's acquisition of 57% of the company at $3.77 per share, suggesting he bought the public shell with a plan, possibly related to his startup Superstate's efforts in tokenized securities. The author notes the stock's high risk due to potential management issues and SEC scrutiny, but speculates Robert may use $YHC to further Superstate's business, such as tokenizing its shares or integrating it as a holding company, given Superstate's innovative approach to SEC-compliant tokenized stocks. The author views $YHC as a high-risk, lottery-ticket investment with potential upside if Robert executes on real-world asset tokenization, despite uncertainties and possi
Jul 1 – Jul 15 BidClub Weekly Liquid Idea Reward Congrats to the $EUL writer for this week’s $1,000 reward. We will be reaching out for details. All posts will be public to non-members 14 days after submission. Bid Smarter. ---------------------------------------- Ideas: $GRAIL: Long Camelot on Robinhood Integration with Arbitrum $EUL: A Mispriced DeFi Blue-Chip with Explosive TVL, New Revenue Lines, and Institutional Tailwinds $VRTX: The Perp DEX Outearning Its Own MC $MPLX long is asymmetric opportunity going into Solana Seeker launch and launchpad wars $GP -- the cheapest liquid proxy for the Solana launch-pad boom at ~1.3x Circ. Mkt Cap / Burn if Bonk keeps it up $TAO: Long $TAO: From Bitcoin to Bittensor $YHC - I dunno what he's gonna do w/ this stonk but he's got something planned, extremely high risk given checked listCo Past ---------------------------------------- 💡 Ticker: $GRAIL 💰 Price: $399.24 🟢LONG 📊 Market Cap: $8.7M | FDV: $34.1M Summary: Long Camelot's $GRAIL token as a pure beta play on increased Arbitrum activity, driven by Robinhood's integration for token-based stocks, anticipating a significant near-term re-rating. TL;DR: • Robinhood's plan to issue token-based stocks for European users via Arbitrum is a major catalyst, potentially migrating a fraction of its $142.9B monthly equities volume on-chain. • Camelot ($GRAIL) is Arbitrum's dominant native DEX with deep ecosystem integrations and a strong value accrual system, making it a direct proxy for Arbitrum's growth. • The token has experienced multi-year consolidation and market neglect, leading to a compressed valuation primed for expansion, despite being a cash-flowing machine with $750k in annualized holder revenue. • A small fraction (e.g., 5%) of Robinhood's volume migrating to Camelot could result in a 6x increase in daily volume, potentially leading to a significant re-rating and a "melt-up" scenario for $GRAIL. • Key risks include limited actual increase in DEX volume from Robinhood's presence, Uniswap's dominant market share, and broader crypto market volatility, though $GRAIL is considered a superior pure-play option to $UNI. Source: @BidClub (https://t.co/67m6Tn0F21) ---------------------------------------- 💡 Ticker: $EUL 💰 Price: $11.43 🟢LONG 📊 Market Cap: $213.5M | FDV: $310.6M Summary: EUL is a fundamentally sound and significantly undervalued DeFi asset, poised for a re-rating given its exponential TVL growth, strong financial metrics, innovative EulerSwap product, institutional adoption, and market dynamics similar to past breakout tokens like PENDLE and SYRUP. TL;DR: • Euler's TVL has grown 200x ($10M to $2.3B) since Q4 2024, while its market cap only 4x ($50M to $200M), indicating significant undervaluation relative to fundamental growth. • The protocol demonstrates strong financial health with a 52% borrow efficiency (highest among peers) and trades at an attractive 14x FDV/Fees ratio. • EulerSwap, a recently launched DEX within Euler, achieved $700M cumulative trading volume in two weeks, showcasing strong product-market fit and new revenue streams. • Key catalysts include institutional adoption, exemplified by BlackRock's BUIDL fund integration, and Euler's position as the leading protocol and direct proxy for the emerging 'Unichain' narrative. • EUL's current setup, including its low FDV (~$290M), high circulating supply (69%), and lack of major CEX listings, mirrors PENDLE and SYRUP before their explosive re-ratings. Source: @BidClub (https://t.co/CMjFwzUDwi) ---------------------------------------- 💡 Ticker: $VRTX 💰 Price: $0.01 🟢LONG 📊 Market Cap: $5.6M | FDV: $10.6M Summary: Vertex (VRTX) presents a compelling long opportunity as a deeply undervalued perp DEX with strong fundamentals and significant upside potential if trading volumes increase and incentive structures are optimized. TL;DR: • VRTX trades at an $11MM FDV ($6M MC) with $10MM annualized fees, making it severely undervalued compared to peers like Synfutures ($88MM FDV) and ApolloX ($300MM FDV) with similar volumes, suggesting it's outearning its market cap. • The primary drag on VRTX's performance is its tokenomics, where 75% of native token incentives accrue to market makers, leading to consistent sell pressure that currently outpaces protocol buybacks. • A path to profitability is visible: if volumes double, Vertex flips into net positive value accrual; at 3x current volume, annualized net value to token holders would exceed the current MC, with catalysts including product launches, revamped incentives, strategic listings, or key partnerships. • VRTX operates in the competitive CLOB perp DEX market and has demonstrated a strong product and team, with potential for a rerating similar to $ZEX's recent rally, offering an asymmetric risk-reward profile. • Key risks include continued token price decline potentially causing market makers to abandon the platform, worsening liquidity, and the high execution dependency required to optimize incentives and attract more volume. Source: @BidClub (https://t.co/OjHXjnSr9q) ---------------------------------------- 💡 Ticker: $MPLX 💰 Price: $0.11 🟢LONG 📊 Market Cap: $90.8M | FDV: $109.5M Summary: Metaplex (MPLX) is deeply undervalued, trading at a significant discount despite dominating Solana's token issuance infrastructure and benefiting from strong revenue-driven buybacks, with upcoming catalysts like the Solana Seeker launch and intensifying 'Launchpad Wars' poised to drive substantial growth. TL;DR: • Metaplex dominates Solana's token issuance, charging fees on every mint (e.g., memecoins), with half of its substantial revenue directly funding MPLX buybacks, shrinking circulating supply by ~1% monthly. • MPLX is currently valued at ~4x annual revenue / ~8x net profit, with an ~$80M circulating market cap, appearing deeply discounted compared to its fundamental business and market position. • Two major catalysts are expected to reignite revenue growth: the Solana Seeker phone launch (pre-installed with token creation features) and increasing competition among memecoin launchpads, driving more token minting. • Valuation scenarios suggest strong asymmetry, with a potential fair value ranging from $0.08 (bear) to $0.70 (bull) per token against the current ~$0.10 price, indicating limited downside and significant upside. • Key risks include high reliance on Solana's ecosystem health, uncertain adoption of the Seeker phone, potential emergence of alternative token standards, and lingering selling pressure from past liquid fund unwinds. Source: @BidClub (https://t.co/jJjnLbLqsY) ---------------------------------------- 💡 Ticker: $GP 💰 Price: $1.70 🟢LONG 📊 Market Cap: $47.5M | FDV: $107.1M Summary: Graphite Protocol ($GP) presents a strong long opportunity as the cheapest liquid proxy for the Solana memecoin launchpad boom, driven by Bonkfun's substantial fee generation, GP's aggressive buyback mechanism, and significant token scarcity, with a clear path to 3-5x upside. TL;DR: • Bonkfun currently grosses ~$1.36M in daily fees, with 7.6% (~$103k/day or ~$37.7M/year) automatically routed to $GP buy-and-burns. • With a circulating market cap of approximately $50M, annual buybacks represent ~75% of the float-cap, while over 50% of $GP tokens are held in illiquid forms (staking, team, locked wallets), creating significant scarcity. • Key catalysts include potential major CEX listings, additional fee-injection events, and https://t.co/fycEFtKceb's upcoming TGE, which could push $GP to 3-5x its current price within 1-3 months. • Primary risks involve the sustainability of Bonkfun's recent fee spike, intense competition from https://t.co/fycEFtKceb, and the inherent volatility of the memecoin sector. Source: @BidClub (https://t.co/tFzIWCdW23) ---------------------------------------- 💡 Ticker: $TAO 💰 Price: $419.73 🟢LONG 📊 Market Cap: $3.95B | FDV: $8.83B Summary: Bittensor (TAO) is a strong long opportunity, positioning itself as the foundational asset for decentralized AI, akin to Bitcoin, due to its fair launch, utility-linked emissions, growing institutional adoption, and a new dynamic tokenomics model that fosters retail speculation. TL;DR: • TAO operates as a "proof-of-intelligence" network where emissions are directly tied to valuable AI outputs, not arbitrary computation, ensuring token supply growth aligns with network utility. • It features a fair launch with no VC, team allocations, or pre-mine, a capped supply of 21 million TAO (8.8M issued as of mid-June 2025), and over 72% of circulating supply currently staked, leading to a tight float. • Significant institutional capital is flowing in (e.g., DCG's Yuma subsidiary, Polychain Capital, BitGo custody, Grayscale Trust, Oblong's public purchase), alongside emerging infrastructure (TaoFi, TaoFu) simplifying ecosystem access. • The Dynamic TAO (dTAO) mechanism, launched Feb 2025, allows subnets to issue tradable alpha tokens, effectively creating a speculative market that funnels retail activity and demand back into the core TAO token. • Despite a current market cap of ~$3.2B and FDV of ~$7.4B, TAO is argued to be materially undervalued compared to other crypto sector leaders, especially considering its role as a foundational AI Layer 1, with an approaching halving in Dec 2025 to reduce inflation. Source: @BidClub (https://t.co/IaDDJJLs4f) ---------------------------------------- 💡 Ticker: $YHC 💰 Price: $3.8 🟢LONG 📊 Market Cap: 0.004B | FDV: $0.004B Summary: The post discusses LQR House Inc ($YHC), highlighting Robert Leshner's acquisition of 57% of the company at $3.77 per share, suggesting he bought the public shell with a plan, possibly related to his startup Superstate's efforts in tokenized securities. The author notes the stock's high risk due to potential management issues and SEC scrutiny, but speculates Robert may use $YHC to further Superstate's business, such as tokenizing its shares or integrating it as a holding company, given Superstate's innovative approach to SEC-compliant tokenized stocks. The author views $YHC as a high-risk, lottery-ticket investment with potential upside if Robert executes on real-world asset tokenization, despite uncertainties and possible delays. TL
ℹ️ T3RN OVERVIEW ℹ️ ➡️@t3rn_io is a next-gen crosschain protocol—far beyond token bridges—by enabling atomic, composable smart contract logic across blockchains. It’s built for developers, secured by economic incentives and rigorous crypto design, and designed to power a truly multichain future. 🚀 KEY HIGHLIGHTS 🎖 13K+ Executors participating in the network 🎖 185K+ interacting wallets with the protocol 🎖 116K+ followers on X and growing 🎖 Available on Arbitrum, Base, Unichain, and so much more 🚀 KEY FEATURES 🎖 Cross-chain support (both EVM and AltVMs) 🎖 Simple integration, reliable security 🚀 PARTNERS Polychain Capital, Lemniscap, IOSG Venture, Figment Capital, DFG, etc.
🚀 Congrats on @SperaxUSD's launch on Binance Alpha listing. As a close partner, we've witnessed the Sperax team keep building and grinding over the past five years — despite the Terra and FTX hit. With a strong team and top-tier institutional backers like Polychain and Jump Trading, we believe this marks a new chapter for Sperax. Binance Spot next — maybe? 👀 Something big might be brewing...
最近 OpenLedger 的信息还是挺多的,6月份推出了一个叫 OpenCircle 的孵化项目计划,准备提供价值 2,500 万美元的 OPEN 支持做 AI 和区块链项目的开发者,这里的开发者并不一定是码农,数据标记者,或者是提供算力,都就能拿到部分奖励。 OpenLedger 想要做的就是希望全民都能参与到给 AI 做提供底层支持,去年拿到了 800 万美元融资,包括了 Polychain Capital ,Borderless Capital, Finality Capital,Hashkey等机构,还有一些 OG 的个人投资者,并且还和 Ether 有合作,目前协议有 65 亿美元的 TVL ,主要是帮忙提升 AI 的安全性和训练效率。 最近 AI 和区块链的联系已经越来越密切了,主要就是现在 AI 的内容创造者在平台获得的收益开始被摊薄了,毕竟传统平台的激励是有限的,如果能引入 Web3 本身的激励措施,并且赋予 Token 真正的实用性,可能会让 Web3 的 AI 有本质的提升。 如果对奖励有兴趣的小伙伴可以在这里报名:https://t.co/fjt8OfEoCs
We’re thrilled to welcome Justin Chuh, Head of Trading at @polychaincap, as a speaker at Out East Summit. Justin drives institutional trading strategies at Polychain Capital. https://t.co/aoRWt18vkU
⚡早期参与雷电网络:Thunderbolt Station 之前测试过 PolyChain 领投的比特币雷电网络 @nubit_org 搞的新东西大家可以关注下; 而且连 @worldlibertyfi 旗下的USD1 也登陆雷电网络了,可能是个不错的 Alpha 机会: 简单说—— → 类似“挖矿+网络基础设施激励”结合体; → 存 BTC,稳定币,铭文/符文,可以拿链上收益,盘活链上; 为啥我觉得值得试一下? ✅ Nubit Thunderbolt 是BTC原生网络升级,铭文、符文打通; ✅ 现在玩 Thunderbolt Station,就算收益不高,也算是提前站好坑; ✅ $tsUSD 是关键凭证,后面可能还能交易、转让,价值会不会再发现? 目前是第一阶段,在阶段 1 中,决定你想要存入多少并铸造足够的 $tsUSD 来预留你的分配额。 我自己是直接从 BTC 主网充的 BTC,mint 了 $tsUSD ,等待大概三十分钟确认到账。 操作不难,但得趁基础阶段窗口还开着,后面 mint 关了就只能去二级市场买了。 mint 大概0.0011个 $BTC 就可以获得邀请码,推荐的话可以获得推荐奖励; 入口:https://t.co/NcZPZ6gm6N
Crypto as we know it is changing in front of our eyes at the moment. 4 years where most token launches have done the low float high FDV model. The top of the iceberg is Polychain selling of $240 million $TIA. But are they really to blame? If you think about it, they're just following their mandate. Pretty sure any person with unlocked tokens would have done the same. Anyone remember the golden days when a token got a CEX listing meant it would pump? Well, these days are gone too. Basically everyone is frustrated right now. Traders are adapting to the new game, memecoin trench warriors are PvPing each others, founders complain because people don't use their protocols, retail complains because the markets are saturated, VC's miss the easy days (harder days started end of 2023). TradFi is here, and they are not buying our altcoins. Anyway, now in 2025 we have: too many tokens, tech we don't need, and projects that haven't found PMF, tokenomics that don't work, airdrops which people immediately sell for stablecoins. Yep, basically no one believes in anything. We will get more tokens until we reach a market equilibrium where there is no upside anymore for VCs, KOLs and founders. We're getting closer, but we are not there yet.
RT @VannaCharmer: Crypto gets easier as you understand most altcoins are not so different from memecoins Polychain, team and other investors dumping TIA onto Bain Capital Crypto and retail aren’t so different from fnf cabals dumping. Same underlying dynamic: Dumping a token in which they’re up a lot but it’s actually worthless
Crypto gets easier as you understand most altcoins are not so different from memecoins Polychain, team and other investors dumping TIA onto Bain Capital Crypto and retail aren’t so different from fnf cabals dumping. Same underlying dynamic: Dumping a token in which they’re up a lot but it’s actually worthless
RT @0xBalloonLover: raising from polychain is doing a deal with the devil they will teach you the art of the token but also take advisory on the side and immediately dump whenever they can to them, the shape of the chart is a feature not a bug https://t.co/BeZ89T7abZ
raising from polychain is doing a deal with the devil they will teach you the art of the token but also take advisory on the side and immediately dump whenever they can to them, the shape of the chart is a feature not a bug https://t.co/BeZ89T7abZ
Was bored so decided to do an update to Polychain $TIA sells Polychain has now dumped over $242 million worth of TIA since TGE They still hold around ~44.7 mil TIA ($63.9 mil) https://t.co/sXMLSNA0Q6
比特币二层网络 Botanix 宣布上线主网,现已集成 GMX、Dolomite 等应用,并与 Chainlink、Fireblocks 等生态伙伴同步接入。Botanix 表示自 2024 年 12 月启动测试网以来,其测试网已处理超过 2600 万笔交易,主网上线后平均交易费用仅约 0.02 美元。此前 Botanix Labs 宣布完成 1150 万美元融资,Polychain Capital 领投。https://t.co/A7PxxsrTap
kaito的算法是不是有他妈问题😠,好好的说话写项目叼毛不加分,昨天骂了一个傻逼游戏项目,这叼毛坑过社区的小伙伴。然后早上起来看到直接➕了不少分。这尼玛直接让我无语了😠。是不是以后只能骂项目才能加高分捏? 另外ict好友告诉,项目合集的文章好想权重低?不上分。我也不知道这叼毛ai怎么识别的。 六个字送给自己:随缘写,心态稳 除了牛顿之外?你觉得哪个项目会有机会让你拿到结果? 我个人比较看好@Mira_Network和@campnetworkxyz,@anoma从社区反馈和各类博主的内容上都可以看出来,这3个项目不虚!!! 1️⃣ Mira Network @karansirdesai 去中心化的 AI 输出验证层,通过将 AI 生成内容拆分为可验证“命题”(claims),并通过独立节点集体验证,建立可信、高透明的 AI 系统 结合专门设计的 PoW/PoS 共识机制,将验证任务分发给独立参与节点;使用“大脑”引擎拆解复杂语句以逐条验证 用户和规模:已服务超过 400 万用户,日处理超 3 亿 token,日查询量约 1900 万次,显示其在实践中的可行性 融资进展: 2024 年 6 月,筹得 900 万美元种子轮,由 Bitkraft Ventures、Framework Ventures 领投,加持的还有 Accel、Mechanism Capital 等 同年底至2025 年初先后进行了两轮节点销售(共约 85 万美元)。 生态动态:推出 Klok AI 等验证入口,进行社交任务获取积分与 retrodrop;可以通过日常交互获取代币空投机会 2️⃣ Camp Network @niravmurthy @jameskchi 定位:AI 原生、知识产权(IP)驱动的 Layer‑1 区块链,用于注册、验证创作者内容并供 AI agent 使用,同时具备 L2 以太兼容性 功能特色: 用户可在链上登记 IP,使其可用于 AI 模型训练,同时保护作者权益 提供实时互动与低费率交易,兼容 EVM,可作为 dApp 扩展运行环境 进展与资金: 宣布已完成约 3000 万美元融资,支持“Autonomous IP Layer‑1” 架构和 K2 公测 目前正进行第二阶段公测(K2),并启动“Summit Series”创作者活动 社区通称资产名为“Matchsticks”,用于激励创作及参与 3️⃣ Anoma @awasunyin @adrianbrink @cwgoes 面向多链生态的 “意图驱动操作系统”级 L1 区块链,支持声明式表达用户意图(如交易、交换等),实现隐私保护与跨链协调 核心特点: 意图(Intent)机制:用户只需表达“想要做什么”,系统自动撮合交易对手,从而解耦流程执行 ; 融资历程: 2021 年 Q2 & Q4,累计融资约 675 万美元,强者阵容领投,包括 Polychain, Electric Capital, Coinbase Ventures 等 2023 年 5 月再获 2500 万美元,由 CMCC Global 领投 2025 年初进行 ICO,募集约 250 万美元 技术生态:推出 Namada(隐私资产 L1)、Juvix(意图语言)、Vamp-IR 等多组件;代码库持续活跃,最新更新约在 2025 年 6 月 📊 为什么这三个项目值得关注? 项目 关键创新 当前进展 &生态 Mira AI 输出可信验证机制 用户量大、融资足、节点销售启动 Camp IP+AI agent 结合的原生 L1 完成 K2 公测,Matchstick激励体系,资源投入数千万 Anoma 意图驱动的隐私跨链 L1 多轮融资、生态组件构建完善、支持原子多方结算 要关注 AI 验证类基础设施,Mira @Mira_Network是最具落地性的候选; 若关注 IP权益保护结合生成式 AI,了解 Camp @campnetworkxyz的知识产权治理机制尤有价值; 若关注 隐私交易、跨链生态、声明式交易,Anoma @anoma的意图驱动架构具备深远意义。 —————————————————— 然后是冷门项目没什么国人在卷的,目前不好说是不是大肉,但是是真的不卷哈哈!份额给的也挺多的@NetworkNoya,@theblessnetwork这两个算kaito上份额给的最多的有5%。 以下是对 @NetworkNoya 和 @theblessnetwork 的深度挖掘与总结: 🔹 1. Network Noya Network Noya 是一个 基于 AI 和 ZKML(零知识机器学习)的 omni‑chain DeFi 收益聚合平台,致力于通过智能策略实现跨链流动性优化。 亮点与动态 多链、多协议覆盖广:目前部署于 10+ 区块链,整合超过 40 个 DeFi 协议和 500 多个流动池。 智能 AI 驱动:利用 AI agent 自动部署资金,简化投资流程。“It’s wild how effortless @NetworkNoya makes DeFi feel. No more hopping between chains…” 代币功能讲究实用:NOYA 代币用于治理、社区激励和 Premium 功能访问。“The @NetworkNoya token … reshaping DeFi” 当前已启动 Zealy 社区任务,优质参与者可获取 testnet 白名单资格 。与 KaitoAI 等生态合作,正开展 stakeholder 激励活动 。 🔸 2. The Bless Network @blessbutian @dmikeyanderson @mchen8864 @autosudden Bless 是基于社区驱动的 去中心化边缘计算网,目标是将用户设备组成庞大全球算力云,服务 AI 推理、Web3 节点和去中心化云需求。 “即插即用”网络节点:支持 Mac、Windows、Linux 设备,用户通过客户端即可加入 。 节点长期稳定在线:有用户已贡献超过 1,195 天运行时间,用实际稳定性获得信用分和代币激励 社区拥有与治理:强调去中心化基础设施,用户参与网络搭建,并通过持续贡献获得奖励 广泛节点布署:已有 4.1M+ 节点参与分布,有望成为传统云计算的替代方案 Network Noya Bless 应用领域 omni‑chain 带 AI 策略收益聚合 边缘算力、AI/Web3 通用云 技术驱动 AI agent + 零知识 ML 稳定算力节点 + 动态调度系统 激励模式 NOYA 代币用于治理和 Premium 特权 BLESS 代币 + 贡献时间换奖励 社区参与 Zealy 活动+社区治理 账户绑定社区治理,长期节点运行者积极 想要简化 DeFi 投资:Network Noya @NetworkNoya提供“一键 AI 投资”+跨链收益优化,适合寻求被动收益的 DeFi 用户。 想贡献算力并参与去中心化基础设施建设:Bless Network @theblessnetwork更适合长期运行节点、搭建去中心化云,并获得稳健回报的参与者。 —————————————————— @virtuals_io还在持续的加分,不过项目是一个比一个拉框,这个叼毛token最近币价也不是那么好看,还补仓质押?不出热点项目怕坚持不了多久的感觉。 又暑假季了,李老板暑假了,我这要开始旅行计划了!!今天写完文章后面开始卷旅游攻略了!!哈哈!期待行程开启!!!
@orca_so 🔹 Platform: Orca is a user-friendly DEX built on Solana, offering token swaps, liquidity provision, and yield farming. It also provides plug-and-play DeFi integrations for dApps, with a focus on simplifying access to DeFi. 🔹 Core Strengths: Orca offers a mobile-optimized interface, strong backers (Coinbase Ventures, Polychain, Jump), an active community, and multi-purpose utility for the $ORCA token in governance, liquidity, and farming. 🔹 Security Insight: Hacken’s DYOR Community notes the presence of a bug bounty and a public security audit report. 🔹 Conclusion: Hacken’s DYOR Community considers Orca a promising DeFi platform on Solana, with great UX and strong adoption. That said, gaps in auditing coverage and long-term planning may concern more security-focused users. 🔗 Read the full research here: https://t.co/Fwi23fGR78
RT @tokenterminal: ICYMI: @polychain led @Polymarket's $4M seed round back in 2020. ✅ Contrarian ✅ Right https://t.co/yZQ9Omjwws
ICYMI: @polychain led @Polymarket's $4M seed round back in 2020. ✅ Contrarian ✅ Right https://t.co/yZQ9Omjwws
RT @Crypto_Dealflow: Solana margin‑first DeFi hub @GlowFinanceXYZ raised $9.50M in a Strategic funding round led by @polychain, with participation from @YZiLabs, @vaneck_us, @LBV_VC, @decimafund, @halo__xyz, @PortalVentures, @Auros_global, @SeliniCapital, @gate_io, @RenzoProtocol, Crypto Discover, @presto_labs, @pivotglobal_xyz, @founderheads, @NonceClassic, @BitGo, @adaptivefront, @CurvedVentures, @BaboonVC, @dcfgod, @samkazemian, @mrblocktw, @JasonYanowitz, @PaikCapital. https://t.co/vD42agrr7Q
Solana margin‑first DeFi hub @GlowFinanceXYZ raised $9.50M in a Strategic funding round led by @polychain, with participation from @YZiLabs, @vaneck_us, @LBV_VC, @decimafund, @halo__xyz, @PortalVentures, @Auros_global, @SeliniCapital, @gate_io, @RenzoProtocol, Crypto Discover, @presto_labs, @pivotglobal_xyz, @founderheads, @NonceClassic, @BitGo, @adaptivefront, @CurvedVentures, @BaboonVC, @dcfgod, @samkazemian, @mrblocktw, @JasonYanowitz, @PaikCapital. https://t.co/vD42agrr7Q
Top 5 Crypto Fundraising Rounds this week 👇 @Kalshi - $185M > A regulated exchange and prediction market > @paradigm, @multicoincap, & @sequoia @digitalassetcom - $135M > A regulated exchange and prediction market > @DRWTrading, @Tradeweb, & @polychain @worldlibertyfi - $100M > Trump-backed DeFi platform > @Aqua1Fund @zama_fhe - $57M > An open-source cryptography company enabling developers to launch confidential smart contracts on any blockchain > @BlockchangeVC & @PanteraCapital @veda_labs - $18M > DeFi vault infrastructure for institutions to launch and manage onchain financial products > @coinfund_io, @cbventures, & @animocabrands 28 projects collectively raised $588 million this week.
之前投了 Yala 一些钱,所以应邀来分享一下 Yala 的技术细节,其中包括官方文档里没涉及通过求证获得的一些独家内容。 首先一句话概括,Yala 是一个更纯粹的比特币版本的 MakerDAO/SKY,支持用 BTC 抵押印出稳定币 Yu。 他们的团队由 Polychain 领投,成员还包括了 MakerDAO 的前核心成员。 很好理解的例子,根据现在的参数,抵押 110 美金的比特币,最多可以印出 100 美金的稳定币 Yu,用比特币抵押获得流动性。 PS:和昨天美国住房金融局主任 Bill 要求房地产公司支持比特币作为抵押物有异曲同工之妙😂 接下来,很多人会问一个问题:既然 MakerDAO 也支持抵押 WBTC 印出 DAI,大家为什么会考虑再去通过 Yala 把 $BTC 印成 $Yu 呢? 这就要聊一些细节了。 世界上所有的 BTC 质押印币都是两步走: 第一步:BTC 存在哪? 第二步:稳定币怎么印出来? 第二步很成熟,难点在于第一步。 对于 MakerDAO 来说,WBTC 底层真正 BTC是存于美国的持牌托管机构 BitGO。这是一家独立机构,某种意义上的 1/1,过去也有很多人诟病,这里不再赘述。 然后,尤其是在 BitGO 收购传闻出来之后,MakerDAO 通过投票,体系内已经禁止存入新的 WBTC,该资产在 Endgame 框架下被归类为“二级托管抵押品”,除非其重新获得完全信任最小化的托管结构,否则将被逐步淘汰。 这就等于龙大主动让出了一部分市场空间。 而对于 Yala 来说,它的第一步是这样的: BTC 是通过跨链桥,把 $BTC 从比特币主网直接映射到以太坊,变成 $YBTC。 所有的映射类跨链桥,都涉及到两个最致命问题,那就是桥的两头由谁管理。 1. 比特币网络上的 BTC 谁来管理? 这里又细分为两种情况:普通用户&大户。 1.1 普通用户的比特币,最终是进入了一个 3/5 多签。然后在多签基础上,Yala 又使用了 Cubist 的安全硬件。 注意,资金并不是托管在 Cubist。Cubist 是一家私钥管理的安全解决方案的供应商,它们有一项技术会限制公证人的密钥只能签署某种特定类型的签名,这样能让多签更安全。 1.2 大户的比特币,则是进入一个利用 P2WSH 构建的比特币锁定脚本,这种模式可以视为自托管或者 2/2 多签。 在时间锁期限内,这些 BTC 需要大户和 Yala 共同签名才可撤出;过了时间锁期限,大户亦可单独撤出。同时,大户印出的 YBTC 则是由 Yala 进行托管+理财。 PS:Yala 这里还是比较坦诚的,因为几乎所有的 BTCfi 都会和大户达成私下 Deal,这已经公开的秘密,Yala 直接拿到台面上来显然更好。另外这些 BTC 也不是纯躺平,这些 YBTC 也去借贷印出了 Yu,实际上为协议增加了流动性。 此外,关于 P2WSH 这个技术也很有意思,有机会单独开一篇帖子进行分享。 2. 以太坊网络上的 $YBTC 谁来印币? 目前是使用一个 9/11 多签。 这 11 个人是桥的11个公证人。根据Yala 描述,这些公证人从大型机构,投资人,节点运营商,客户,托管机构和中心化交易所里产生,主要来验证交易,例如比特币是否已经到账 6 个区块,然后再批准印出 $YBTC。 目前这个公证人桥没有奖惩机制,还处于义务运营阶段。不过,未来 Yala 桥有计划进化为更加 Permissionless 和 Trustless 的跨链方案,其中也包含基于经济安全性相关的选拔/奖惩机制。 第二步,稳定币是怎么印出来的。 因为通过第一步,BTC 已经变成 YBTC 来到了以太坊上,那么以太坊图灵完备的 EVM 已经可以实现剩下所有功能了。 考虑到这部分代码本身就是 Fork 于MakerDAO,因此经过代码审计后,可以认为它的第二步的安全性是和 MakerDAO 相当的。 包括清算模块清算的也是 YBTC 这个ERC-20 代币,而不会挪动比特币链上的 BTC 本身。 ----分割线---- 这就是 Yala 项目的整个技术框架,这么梳理下来,应该清爽了不少。 目前 Yala 的 TVL 大概有 ~1200 枚 BTC,也开启了相应积分计划,感兴趣的朋友们可以了解一下 @yalaorg 。
According to Hazeflow founder Pavel Paramonov, Polychain invested approximately $20 million in the Celestia project. Without selling its main holdings, Polychain earned over $80 million solely by selling staking rewards from Celestia, achieving more than 4x returns. https://t.co/RGAI0eljQy
RT @GlowFinanceXYZ: 1/ Presenting our Latest Round. Glow up your leverage on Solana $9.5M Led by @polychain. https://t.co/6VxfgqMSgQ
RT @ConcreteXYZ: 1/ Presenting our Latest Round. We’re Taking DeFi to Higher Highs🗿 Powering the next generation of yield and structured products. $9.5M Led by @polychain. https://t.co/IgaMv85IRu
说实话,在这个连“稳定币”都开始卷收益率的 DeFi 世界,我很少会对某个协议产生“这玩意儿不简单”的感觉。但这一次@levelusd 的 lvlUSD 真的让我停下了脚步,甚至忍不住多看几眼、深入研究下。 web3 defi玩家常说“稳定币是链上血液”,但现实中,大多数稳定币只是在传递流动性,很少有谁真正关注“它有没有在为你工作,为你赚钱”,而 Level 正在改写这个叙事。 Level @levelusd 是一个由 Dragonfly 和 Polychain 背书的协议,但它的野心远不止于“背后站了谁”。它发行的核心稳定币 lvlUSD,是一种由 USDC 与 USDT 完全支持的资产,每一枚背后都在蓝筹借贷协议里(如 Aave、Morpho)持续工作、产生收益。听起来很 DeFi 101,但它真正打动我的是:低风险、高收益、链上透明三者兼得——很稀有,很难得。 更妙的是,Level 并没有让收益“锁死”在某个封闭系统里。它进一步推出了 slvlUSD,这是一个收益金库(基于 ERC-4626 标准),你可以将 lvlUSD 质押进去,直接参与收益分配——更神奇的是,由于目前只有大约 30-45% 的 lvlUSD 被质押,也就是说,较少的人瓜分全部收益,slvlUSD 的年化收益率自然就“卷起来了”。 我不喜欢空讲收益率,因为很多项目背后是不可控的高风险。但 Level 的策略我认同——所有收益仅来自 Aave、Morpho 这样的蓝筹借贷协议,没有 DeFi 乐高过度叠加的那种“万一爆雷就全崩”的焦虑感。作为一个在熊市摸爬滚打的老 Web3 用户,这点安全感,说实话比收益率更重要。 更别说,Level 的集成能力也是一绝。lvlUSD 和 slvlUSD 已深入 Morpho、Pendle、Spectra、Curve 等核心生态,让这个“稳定币+收益”系统真正具备了 DeFi 原生流动性和应用能力。比如你可以在 Morpho 上拿 lvlUSD 抵押借 USDC,再回头继续铸造 lvlUSD,形成稳定循环的复利策略。或者在 Pendle 上用 slvlUSD 和 PT/ YT 产品组合,实现收益锁定 + 二级交易,甚至在一些池子里,Level 的流动性深度已经超过 aUSDC。 我很久没看到一个项目如此有体系、有规划,且又不浮夸、不靠空投割韭菜。它不是靠情绪炒作吸引眼球,而是通过产品机制和实际整合去打动你。 说到底,Level 给我的感觉不是一个短期爆点,而是一个有深度、有未来的稳定收益基础设施。在“想要稳健,又不能躺平”的这个新周期里,Level 的价值可能还远没被真正发现 🌟🌟🌟下一波真正“靠技术吃饭”的稳定收益叙事,或许就从 lvlUSD 开始。如果你准备好了,就别再只是“观望”,在链上卡位,总是越早越香。 看完老查介绍估计你也想开始了解 Level并参与起来,下面老查整了简单教程可以参考:铸造与质押教程: 一:你只需准备一个支持 EVM 的钱包(如 MetaMask),钱包中存入少量 ETH 作为 Gas 费,同时准备好 USDC、USDT、ETH、WBTC 或 USD0 等任意一种资产,然后访问官网 https://t.co/lBaRopXzbX 开始操作。 二:首先点击右上角“Sign In”连接钱包,随后在左侧菜单栏选择“Buy”,用你的资产兑换 lvlUSD。交易完成后系统会弹出三个选项:你可以选择质押 lvlUSD 赚收益(Earn Yield)、参与 XP 农耕(Farm)、或去 Curve 提供 LP 获取更多激励积分(20x XP)。 三:如果选择质押收益,只需点击“Earn Yield”,输入你要质押的 lvlUSD 数量,先点击“Approve”授权,再点击“Stake”确认交易,即可获得 slvlUSD,并每周四自动收到复利收益(⚠️⚠️注意:解除质押需要 3天冷却期)。 四:如果你偏好积分玩法,则点击左侧“Farm”,找到 lvlUSD 一行,点击“+”号,输入数量、授权、存入即可开始以 10 倍倍率获取 XP(如果你提供 LP,还能享受 20x 奖励)。最后想看排名,直接进入“Leaderboard”页面查看你的农耕成绩和当前名次。 质押拿收益、农耕拿积分、提供 LP 奖励拉满,so easy?现在就访https://t.co/lBaRopXzbX 最后看到他们发布Level与Morpho @MorphoLabs合作,用户可以用lvlUSD抵押,在Morpho借到USDC,最高借贷比例91.5%,但建议保持更低以防清算。借款利率约1.2%年化,需注意成本和风险。借到的USDC还能继续铸造lvlUSD,实现循环利用。通过质押、流动性挖矿等方式,还能获得高倍Level XP,极大提升资产使用效率。这种跨协议整合不仅增强了lvlUSD的实用性,也为用户带来了更多赚取收益的可能,值得大家去尝试!
老牌项目@anoma 上线在 @KaitoAI 排行榜!新老项目都在卷平台了。哈哈!有点意思!! Anoma给的💰🪂奖励也是很到位: 代币供应量的 1% 作为奖励 0.7% 给yapper们,0.3% 给 Kaito 生态! 好吧今天得给它输出下,一开始我也不知道这吊项目干嘛的,不过看到隐私保护这样的字眼还是很感兴趣,下面跟着老查一起来了解看看。 Anoma 是什么? 它是一个专注于隐私保护和跨链互操作性的创新区块链协议,致力于打造一个支持私密交易和多链资产流转的开放式去中心化网络。它旨在解决当前区块链生态中的两大难题:用户隐私泄露和多链资产、数据孤岛效应。 核心技术与特点 1⃣️ 隐私保护 Anoma 利用先进的零知识证明(zk-SNARKs 等)技术,确保用户交易数据和身份信息的保密性。通过隐私保护机制,交易的发送方、接收方以及交易金额等信息均不被公开,实现真正的匿名和私密。 2⃣️跨链互操作性 Anoma 构建了一个通用的跨链协议,支持不同公链和私链之间的资产和数据无缝流转。它采用自研的跨链桥和协议机制,提升跨链操作的安全性与效率,帮助打破链间壁垒,推动多链生态的整合。 3⃣️模块化协议设计 项目采用模块化架构,开发者可基于 Anoma 灵活开发各类应用,包括隐私支付、去中心化交易、复杂金融合约、以及基于隐私的身份管理等。这种设计使得 Anoma 具备高度的可扩展性和适应性。 4⃣️安全与合规 Anoma 注重协议的安全性和合规性,设有完善的安全审计机制,并积极与监管环境保持沟通,力求在保护用户隐私的同时兼顾合法合规。 应用场景 隐私保护的支付系统 用户可以在链上进行完全匿名的资产转移和支付,保障资金安全和个人隐私。 5⃣️去中心化交易平台 支持私密订单簿和交易撮合,用户交易细节不会被公开,提升交易安全性。 跨链资产转移 打通不同链间资产流通渠道,实现多链资产的自由迁移和交互。 复杂金融合约 支持私密条件执行的智能合约,增强DeFi生态的灵活性和安全性。 应用场景: 涵盖隐私支付系统、私密订单簿的去中心化交易平台、跨链资产转移以及支持私密条件执行的复杂金融合约,极大丰富了区块链的使用边界。 融资方面: Anoma 已完成四轮融资,总额达到 6025 万美元,主要资金来源如下: 1. 2021 年 4 月:私募轮,筹资 675 万美元,主要投资者包括 Polychain Capital、Coinbase Ventures、Electric Capital、CMS Holdings 等。 2. 2021 年 11 月:私募轮,筹资 2600 万美元,主要投资者包括 Polychain Capital、Electric Capital、Maven 11 Capital、CMCC Global 等。 3. 2023 年 5 月:B 轮融资,筹资 2500 万美元,由 CMCC Global 领投,Electric Capital、Delphi Digital、The Spartan Group 等参与。 4. 2025 年 1 月:公开募资,筹资 250 万美元。 此外,Anoma 正在寻求一轮 4000 万美元 的融资,目标估值为 10 亿美元,以进一步推动 Namada 区块链的隐私交易和隐私应用的开发。 Anoma 的主要投资者包括: Polychain Capital:在 2021 年的两轮融资中担任领投方。CMCC Global:在 2023 年的 B 轮融资中担任领投方。 Electric Capital、Coinbase Ventures、Delphi Digital、Maven 11 Capital、The Spartan Group 等。 这些投资者的参与不仅为 Anoma 提供了资金支持,也为其技术发展和生态建设带来了战略指导和资源整合。 Anoma 在隐私保护和跨链互操作领域展现出技术前瞻性和强大潜力。面对复杂技术实现的性能瓶颈、多链协议兼容性挑战,以及激烈的市场竞争,Anoma 需要持续推动技术创新与生态扩张,才能真正脱颖而出,成为未来区块链隐私与多链协作的基石。眼下还是值得关注和期待的下一代隐私跨链基础设施项目。
RT @ConcreteXYZ: 1/ Presenting our Latest Round. We’re Taking DeFi to Higher Highs🗿 Powering the next generation of yield and structured products. $9.5M Led by @polychain. https://t.co/IgaMv85IRu
RT @GlowFinanceXYZ: 1/ Presenting our Latest Round. Glow up your leverage on Solana $9.5M Led by @polychain. https://t.co/6VxfgqMSgQ
RT @pivotglobal_xyz: 1/ Excited to announce our investment into @ConcreteXYZ and @GlowFinanceXYZ alongside @polychain @yzilabs @vaneck_us & other strategic investors https://t.co/aiQimVCISm
1/ Excited to announce our investment into @ConcreteXYZ and @GlowFinanceXYZ alongside @polychain @yzilabs @vaneck_us & other strategic investors https://t.co/aiQimVCISm
DeFi 初创公司 Blueprint Finance 宣布完成由 Polychain Capital 领投的 950 万美元融资,YZi Labs 和 VanEck 参投。Blueprint 旨在简化加密资产的借贷流程,目前已推出支持 EVM 链的借贷产品 Concrete,以及基于 Solana 的一体化平台 Glow。Blueprint 计划将新资金用于招聘、技术开发和市场拓展。该公司已累计融资 1,700 万美元。(Fortune)https://t.co/7r9EFwQkxz
1/ Presenting our Latest Round. Glow up your leverage on Solana $9.5M Led by @polychain. https://t.co/6VxfgqMSgQ
2/ We’re thrilled to announce our strategic round led by @polychain, with investments from @yzilabs (fka @BinanceLabs) and @vaneck_us. As well as @LBV_VC, @decimafund, @halo__xyz, @PortalVentures, @Auros_global, @SeliniCapital, @gate_io. https://t.co/viFqrP8e7X
1/ Presenting our Latest Round. We’re Taking DeFi to Higher Highs🗿 Powering the next generation of yield and structured products. $9.5M Led by @polychain. https://t.co/IgaMv85IRu
🔥 颠覆时刻:当区块链为AI注入公平基因 传统AI的黑暗面正被揭露:巨头用你的博客、论文、社交数据训练千亿模型,却不付一分钱! ▸ 结果:通用模型漏洞百出 → 专业场景错误频发 → 数据贡献者颗粒无收 @OpenledgerHQ 正在终结这场剥削 ——用区块链重构AI基础设施,让每个数据贡献者成为真正的受益者。 `#AI革命 #OpenLedger` --- ⚙️ 核心技术三重突破 1. Proof of Attribution(贡献证明) • 每次数据标注、模型调优都在链上留痕 • 智能合约自动按使用量分配$OPEN奖励 → 菲律宾渔民提交农业图像数据集,月获$3000+分成 2. OpenLoRA:成本杀手 • 单GPU同时运行1000+垂直模型 • 部署成本从$10,000+/GPU降至$100 → 非洲初创公司用旧手机训练医疗诊断模型 3. Model Factory:无代码革命 • 拖拽生成金融/法律/网络安全专用AI • 模型即资产:可交易、可继承、可治理 → 律师3分钟部署合同审查工具,年省$50万 --- 🌐 生态爆发进行时 • 资本矩阵 Polychain + EigenLayer创始人领投$1500万,估值月增40% • 数据印证 550,000日活用户 · 170万链上交易 · 12个生态项目落地 • 真实用例 ▸ 华尔街机构采用DeFi风控SLM,坏账率下降82% ▸ 越南法院用法律合同解析模型,效率提升20倍 --- 🚨 25万美金空投 ▸ 双奖励池 20万 $OPEN + 5万 $COOKIE 通过 @cookiedotfun 发放 ▸ 三种财富路径 ① 内容创作者: 发技术解读帖 + 带 #OpenLedger #SNAPS(基础奖励+优质流量加成) ② 数据贡献者: 提交专业数据集(如中文金融语料/东南亚医疗影像) → 永久享受链上分成 ③ 开发者: 用Model Factory部署SLM工具(文档:https://t.co/YtPRtQzFWI) → 赚取代币+用户付费分成 ▸ 中国社区专属福利 • 任务奖励+30% • 线下见面会优先名额 • 中文开发文档支持 --- ⏰ 为什么此刻必须行动? 技术窗口 • OpenLoRA技术壁垒已筑(专利布局完成) • Model Factory支持模型数突破500+ 经济窗口 • 早期贡献者获治理代币加权分配 • 测试网交互地址将获主网空投 监管窗口 GENIUS Act政策下首个合规AI区块链架构 --- 💎 终极价值锚点 > @OpenledgerHQ 不是改良,是重建AI经济体系—— > 你的每一条数据标注都在铸造数字股权 > 你部署的每个垂直模型都是可增值资产 > 这是Web3与AI融合的奇点时刻" ⏳ 立即参与 1. 空投入口:https://t.co/P1YmpkFxnU 2. 测试网实战:https://t.co/pud1qY8igm 3. 开发者通道:GitHub搜索OpenLoRA --- 🔮 未来已来的三个信号 1. 摩根士丹利正测试OpenLedger信贷模型 2. 联合国粮农组织接入农业病害检测SLM 3. $OPEN 将登陆顶级交易所(内部代号Luna 2.0) 错过比特币挖矿,错过DeFi蓝筹—— 别再错过属于普通人的AI数据革命! #Web3AI #Cookie3 #SparkFi #SNAPS #SPK #CookieDotFun #OpenLedger #spark #sapien
帮转 OpenLedger 的中国行活动 明天 22 号晚上在上海 时间是 6:30-9:30 感兴趣的朋友们欢迎去参加他们的活动 据说现场还有未来白名单的空投 OpenLedger 之前分析过几次了 它是一个 Polychain 领投的帮助确定 AI 数据归属的区块链。 感兴趣的开发者欢迎去现场了解一下 https://t.co/8EeAxD1Lu5
RT @CoinList: The @EnsoBuild token sale is now extended to June 26 at 17:00 UTC. Don't miss one of the most community-first sales we’ve hosted. 🔹100% unlock at TGE 🔹Discounted FDV 🔹Backed by Multicoin, Polychain, and others 🔹Used by Berachain, Uniswap, Stargate, LayerZero, CowSwap
The @EnsoBuild token sale is now extended to June 26 at 17:00 UTC. Don't miss one of the most community-first sales we’ve hosted. 🔹100% unlock at TGE 🔹Discounted FDV 🔹Backed by Multicoin, Polychain, and others 🔹Used by Berachain, Uniswap, Stargate, LayerZero, CowSwap
刚看到 @KaitoAI 改进了对推文质量的AI算法判断,更注重质量而非数量,这对我们好好手打的博主是利好。 有段时间没有好好写项目了,我目前打算主要写三个项目,后面还有两个在观察中,希望能比较好的平衡信息挖掘、读者参与和嘴撸三点。 今天打算稍微多讲一些的是 @OpenledgerHQ ,也是AI赛道,因为我觉得AI是目前币圈为数不多依然存在Infra PK的叙事赛道了。 ~~~~~~~~~~~~~~~~ Openledger解决了一个很根本性的问题,如何让AI模型需要的数据从源头变的可验证归属,有记录可寻,并最终让贡献者根据数据的影响获得补偿。 更简单的说: 现在我们的数据都被无偿拿去训练AI大模型了,但我们一无所获,OpenLedger想要通过Proof of Attention(归属证明)机制来给现在的系统加上经济激励。 任何人都可以贡献数据、微调模型、部署 AI 模型或代理人,并根据其实际创造的价值获得奖励。 刚开始我看到这个概念的时候其实是挺不信的,天天在用ChatGPT,已经很好用了,一个区块链项目说要去改变巨头们的模式,这个难度太大了吧? 但后来发现他们本来就只打算针对SLMs(专属语言模型),也就是细分的小众特定领域,这一下突然就豁然开朗了。 我的确尝试了很多种AI工具,希望能有一个专门针对币圈,甚至针对Defi的大预言模型,能更精准,高效实时,更懂我的风险倾向和机会喜好。但目前真的还没有一个达到我心理预期的。 所以, @OpenledgerHQ 至少我有兴趣看看他们是否真的能解决这个问题。 好歹也是从 @polychain @HashKey_Global 和一众知名天使投资人手里拿到1500万美金的。 更多具体情况我后续再开专门的帖子来说,刚好最近他们团队亚洲行,今天去杭州 ,想要近距离接触和拿他们周边/空投/奖品的小伙伴赶紧去报名。 传送门在这里: https://t.co/w8l0EfHw1A 后面还有几场分别是深圳成都上海,可以提前报名起来了。 Unlock exclusive airdrop access – only for the legends who show up OFFLINE! 📍 June 18 – Hangzhou - https://t.co/EPWjk2hCn6 📍 June 20 – Shenzhen - https://t.co/pgUKl8Kcsm 📍 June 21 – Chengdu - https://t.co/aHvG0ajond 📍 June 22 – Shanghai - https://t.co/wHVQBhmyvA
🔥 @bluefinapp is Sui’s leading spot and perps DEX! Backed by Polychain, SIG, and Brevan Howard, with a strong focus on security and UX! • Skynet Score: 87.83 (AA) • Code Security: 85.39 → Both #1 on Sui 📊TVL: $186.6M | 24h Vol: $12.25M (Top 5%) https://t.co/oj1TOTYUqW https://t.co/EkYOYVL3p5
RT @EnsoBuild: 72hs left ⏳ The Enso Token Sale is live on @CoinList, and you get the best terms. 🟡 $125M FDV (VCs at $140M) 🟡 100% unlock at TGE (VCs 2-year vest) 🟡 Min $100 / Max $2.5M 🟡 Backed by Multicoin, Polychain & more Join the Enso Network from day one: https://t.co/Ztp8lEYoek https://t.co/lhKDjkCbBP
72hs left ⏳ The Enso Token Sale is live on @CoinList, and you get the best terms. 🟡 $125M FDV (VCs at $140M) 🟡 100% unlock at TGE (VCs 2-year vest) 🟡 Min $100 / Max $2.5M 🟡 Backed by Multicoin, Polychain & more Join the Enso Network from day one: https://t.co/Ztp8lEYoek https://t.co/lhKDjkCbBP
45% of VC-backed crypto projects from 2023-24 are already dead ☠️ 🤯 77% make under $1K/month! Even @a16z @polychain @balajis @StaniKulechov @sandeepnailwal & Binance Labs took major L's. Big logos ≠ product-market fit. @graminitha1 breaks down the truth on VC in crypto ⤵️ https://t.co/jWHeDpPuxa
RT @CoinList: The @EnsoBuild token sale is live 💥 🔹 100% unlock at TGE 🔹 $125M FDV (previous round at $140M) 🔹 $100 min, $2.5M max 🔹 Backed by Multicoin, Polychain, and many others 🔹 Sale closes June 19, 2025 at 17:00 UTC Link below, get in there ⤵️ https://t.co/ShHpVcKn7o
The @EnsoBuild token sale is live 💥 🔹 100% unlock at TGE 🔹 $125M FDV (previous round at $140M) 🔹 $100 min, $2.5M max 🔹 Backed by Multicoin, Polychain, and many others 🔹 Sale closes June 19, 2025 at 17:00 UTC Link below, get in there ⤵️ https://t.co/ShHpVcKn7o
3/ Sale Terms *️⃣ FDV: $125,000,000 *️⃣ Supply: 4,000,000 $ENSO *️⃣ Token price: $1.25 *️⃣ Vesting: 100% at TGE *️⃣ Initial Purchase Limits: $100 min, $2,500,000 max *️⃣ Backers: @polychain, @multicoincap, @draftventures, and others *️⃣ Purchase structure: Filling up from the bottom
RT @hosseeb: To the class of '24/'25: There's a famous line from @pmarca when he moved to Silicon Valley in 1994. The Internet boom was already under way. He came from a small town in Iowa, and seeing these growing giants like AOL and Cisco, he was worried that he was already too late. That by 1994, he worried the whole Internet thing was basically done. I felt the same when I first got into crypto VC in 2018. Polychain, Pantera, a16z, DCG, and others were already legendary. Was there really space for another crypto VC? Seemed like maybe it was already too late, and the industry had consolidated. Don't worry. Barely anything has happened yet. BTC is still 1/10 of gold. Less than 1% of the world is on-chain. There hasn't been a single law passed in the US about crypto. And there's not a single major central bank in the world owning any of this stuff. You're not late. Crypto is still tiny compared to what it's going to be in 20 years. So welcome to the crypto—a lot is going to change from here. Come make your mark.
RT @hosseeb: To the class of '24/'25: There's a famous line from @pmarca when he moved to Silicon Valley in 1994. The Internet boom was already under way. He came from a small town in Iowa, and seeing these growing giants like AOL and Cisco, he was worried that he was already too late. That by 1994, he worried the whole Internet thing was basically done. I felt the same when I first got into crypto VC in 2018. Polychain, Pantera, a16z, DCG, and others were already legendary. Was there really space for another crypto VC? Seemed like maybe it was already too late, and the industry had consolidated. Don't worry. Barely anything has happened yet. BTC is still 1/10 of gold. Less than 1% of the world is on-chain. There hasn't been a single law passed in the US about crypto. And there's not a single major central bank in the world owning any of this stuff. You're not late. Crypto is still tiny compared to what it's going to be in 20 years. So welcome to the crypto—a lot is going to change from here. Come make your mark.
RT @hosseeb: To the class of '24/'25: There's a famous line from @pmarca when he moved to Silicon Valley in 1994. The Internet boom was already under way. He came from a small town in Iowa, and seeing these growing giants like AOL and Cisco, he was worried that he was already too late. That by 1994, he worried the whole Internet thing was basically done. I felt the same when I first got into crypto VC in 2018. Polychain, Pantera, a16z, DCG, and others were already legendary. Was there really space for another crypto VC? Seemed like maybe it was already too late, and the industry had consolidated. Don't worry. Barely anything has happened yet. BTC is still 1/10 of gold. Less than 1% of the world is on-chain. There hasn't been a single law passed in the US about crypto. And there's not a single major central bank in the world owning any of this stuff. You're not late. Crypto is still tiny compared to what it's going to be in 20 years. So welcome to the crypto—a lot is going to change from here. Come make your mark.
To the class of '24/'25: There's a famous line from @pmarca when he moved to Silicon Valley in 1994. The Internet boom was already under way. He came from a small town in Iowa, and seeing these growing giants like AOL and Cisco, he was worried that he was already too late. That by 1994, he worried the whole Internet thing was basically done. I felt the same when I first got into crypto VC in 2018. Polychain, Pantera, a16z, DCG, and others were already legendary. Was there really space for another crypto VC? Seemed like maybe it was already too late, and the industry had consolidated. Don't worry. Barely anything has happened yet. BTC is still 1/10 of gold. Less than 1% of the world is on-chain. There hasn't been a single law passed in the US about crypto. And there's not a single major central bank in the world owning any of this stuff. You're not late. Crypto is still tiny compared to what it's going to be in 20 years. So welcome to the crypto—a lot is going to change from here. Come make your mark.
关于 Sahara AI 的项目分析 之所以关注到这个项目,是因为它的投资机构包括 Binance Labs,Polychain 和 Pantera 等等。 最直接的理解是,Sahara 是 AI 一条龙工具,其中包括有一条区块链(Sahara链)。 然后这个 AI 一条龙包括什么: 一个数据标注平台,让用户能收集、精炼和标注数据集,并获得激励。 什么是数据标注? 数据标注流程用于识别原始数据(图片、文本文件、视频等)并添加一些信息标签作为上下文,例如你是人类,然后对着一幅鸟的图片,写下来告诉 AI 这是一只百灵鸟。 一个数据代币化平台,让用户上传数据集、在链上注册,并铸造一个所有权 NFT,来完成对数据和 AI 资产的来源确权。 为什么把数据代币化? 例如你有一些现成的数据,例如之前聊过的人类 DNA 样本数据,其他人可以购买或者租用这些数据直接训练专门的 AI,而代币化是为了确权,来让自己的数据盈利。 一个 AI 部署平台,让开发者利用这个上面的各种数据发射自己的 AI。 感谢各种开源项目,让现在的开发者不用再自己研究神经网络和算法,直接用现有模型,比如说 DeepSeek,然后喂进去不同的数据,就可以训练垂直领域的 AI。所以,Sahara 还计划提供与之配套的 GPU 和 CPU 算力服务。 一条 L1 区块链,也就是 Sahara 链。刚才说的一条龙的各个环节,例如数据资产的交易、AI 资产的交易,大概率都发生在这条链上。 很多年前,行业有一个梦想,就是每个平台都有一条自己的链,现在看是基本实现了。Sahara 链的虚拟机是 EVM 的,开发组件是 Cosmos SDK,看起来应该是一条标准的 PoS 链。它的代币虽然还没发出(但是公募也快了),想必代币重要作用之一就是作为 GAS 费。 所以,这个所谓 AI 开发一条龙,从数据标注到 AI 模型再到 GPU算力,四大部分凑齐,也就组成了 Sahara AI @SaharaLabsAI 基本框架。
RT @BTW0205: 🧐 Sahara:AI × Web3 基础设施的隐秘王者?|关于 $Sahara Buidlpad 分发背后隐藏的细节—— 有心人可能都看到我头像上多了一个可爱的小动物,名称后面也多了个 🔆 ,疑惑这到底是什么; 其实这是 @SaharaLabsAI AI/ALL = AI for ALL 活动; 作为中文区最早参与 Sahara AI 标注,并且一直持续在做标注的博主,我几乎见证了 Sahara 的一路成长; Binance YZI @yzilabs 和 Polychain 领投还有一众顶级基金参与的王牌项目,Sahara 终于迎来了即将到来的在 Buidlpad 上推出的 $SAHARA 社区分发计划: 我认为这是一件需要关注的大事件; 为什么它值得关注?👇 1️⃣ Sahara的核心定位: Sahara 是一个为 AI 时代打造的 Web3 操作系统,打通从数据贡献到模型执行与收益分配的全链闭环,让 AI 真正可被确权、调用与分润。 以太坊当年引入 Solidity,开启链上智能合约时代;现在,AI 正在成为新的“认知操作系统”。 但问题是:Web3 还没有为 AI 设计的“原生链”。 绝大多数所谓的“AI项目”,只是炒 Narrative:没有产品、没有激励结构、更没有为 AI 设计的链级运行机制; Sahara 的不同在于,它像以太坊之于智能合约,是AI 时代的“链级 OS”;他核心定位在于:为 AI 提供从数据贡献 → 模型执行 → 激励分配的全链闭环 简单说,Sahara 不只是一个“项目”,而是一整套 AI × Web3 的 底层操作系统: 有自己的 Layer1(EVM兼容); 有链下执行协议,支持 Agent 全生命周期; 有经济模型,支持贡献者长期获益。 它不仅是“链上AI”,还是“AI链”;未来,你可能看到: 📍某个 MyShell 的模型来自 Sahara DSP; 📍某个 AI 项目的 Agent 是基于 Sahara 上训练的; 📍某个企业用 Sahara 做定制化私有部署。 2️⃣关于 Buidlpad 分发,有几个值得散户特别注意的点: 很多人都当成了一个普通打新盘,但这里其实藏着一些 Sahara 设计的细节: 1)这是一个专门为生态「老用户」设计的发行机制 普通项目发币,拼的是大资金谁抢得快、投得猛。但 Sahara 明确把优先配额(最多 30%)预留给—— 做过 Sahara 标注,写过内容、做过视频,长期跟进生态的人; 也就是说,如果你过去没交卷、没产出内容、没参与,只想靠资金拼额度,那基本没戏。它在打造的,是一个先奖励社区、再开放资本的分发序列。 2)针对「女巫攻击」的防御性资格审核 分发流程里专门有一轮资格审查(查多账户、女巫攻击),而不是简单拼注册、拼手速。 简单说:没真实参与、没贡献痕迹的号,直接被筛掉。 对散户来说,这其实是个信号,Sahara 未来的生态分红、数据激励,可能都会围绕真实贡献者展开,规则更偏公平而非拼资金。 3)供款和结算阶段,为什么是 USD1 和 BNB? 为什么不是更主流的 USDT、USDC呢?有一点显而易见: USD1作为特朗普家族官方推行的稳定币,本质上是一张「政治牌」,而且已经深度绑定Binance,几乎已经明牌是特朗普利益集团与币安联手的纽带。 Sahara 和 Buidlpad 选择这条链上资金路,说明它背后有 Binance 体系的强力加持。 对于散户来说,这意味着: 作为第一个背靠大树的AI明星项目,未来 Sahara 很可能会拿到 Binance 生态和背后更多的流量入口、资源导流、长期曝光。 这不只是一轮分发,更像是 Binance 稳定币扩张的第一步棋。 最后总结一下: 📌 Sahara 是一个 面向 AI 时代的新公链 📌 不只是接入 AI,而是为 AI 再造 Web3 基础设施 📌 数据、模型、agent 都可链上确权、收益与协作 📌 与其说是“AI项目”,不如说是 AI × Web3 的新结构设计; 还有时间,提前码住关注 buidlpad ✖️ Sahara 活动! 入口:https://t.co/gRQJ9CmNMm #AIforALL @SaharaLabsAI
🧐 Sahara:AI × Web3 基础设施的隐秘王者?|关于 $Sahara Buidlpad 分发背后隐藏的细节—— 有心人可能都看到我头像上多了一个可爱的小动物,名称后面也多了个 🔆 ,疑惑这到底是什么; 其实这是 @SaharaLabsAI AI/ALL = AI for ALL 活动; 作为中文区最早参与 Sahara AI 标注,并且一直持续在做标注的博主,我几乎见证了 Sahara 的一路成长; Binance YZI @yzilabs 和 Polychain 领投还有一众顶级基金参与的王牌项目,Sahara 终于迎来了即将到来的在 Buidlpad 上推出的 $SAHARA 社区分发计划: 我认为这是一件需要关注的大事件; 为什么它值得关注?👇 1️⃣ Sahara的核心定位: Sahara 是一个为 AI 时代打造的 Web3 操作系统,打通从数据贡献到模型执行与收益分配的全链闭环,让 AI 真正可被确权、调用与分润。 以太坊当年引入 Solidity,开启链上智能合约时代;现在,AI 正在成为新的“认知操作系统”。 但问题是:Web3 还没有为 AI 设计的“原生链”。 绝大多数所谓的“AI项目”,只是炒 Narrative:没有产品、没有激励结构、更没有为 AI 设计的链级运行机制; Sahara 的不同在于,它像以太坊之于智能合约,是AI 时代的“链级 OS”;他核心定位在于:为 AI 提供从数据贡献 → 模型执行 → 激励分配的全链闭环 简单说,Sahara 不只是一个“项目”,而是一整套 AI × Web3 的 底层操作系统: 有自己的 Layer1(EVM兼容); 有链下执行协议,支持 Agent 全生命周期; 有经济模型,支持贡献者长期获益。 它不仅是“链上AI”,还是“AI链”;未来,你可能看到: 📍某个 MyShell 的模型来自 Sahara DSP; 📍某个 AI 项目的 Agent 是基于 Sahara 上训练的; 📍某个企业用 Sahara 做定制化私有部署。 2️⃣关于 Buidlpad 分发,有几个值得散户特别注意的点: 很多人都当成了一个普通打新盘,但这里其实藏着一些 Sahara 设计的细节: 1)这是一个专门为生态「老用户」设计的发行机制 普通项目发币,拼的是大资金谁抢得快、投得猛。但 Sahara 明确把优先配额(最多 30%)预留给—— 做过 Sahara 标注,写过内容、做过视频,长期跟进生态的人; 也就是说,如果你过去没交卷、没产出内容、没参与,只想靠资金拼额度,那基本没戏。它在打造的,是一个先奖励社区、再开放资本的分发序列。 2)针对「女巫攻击」的防御性资格审核 分发流程里专门有一轮资格审查(查多账户、女巫攻击),而不是简单拼注册、拼手速。 简单说:没真实参与、没贡献痕迹的号,直接被筛掉。 对散户来说,这其实是个信号,Sahara 未来的生态分红、数据激励,可能都会围绕真实贡献者展开,规则更偏公平而非拼资金。 3)供款和结算阶段,为什么是 USD1 和 BNB? 为什么不是更主流的 USDT、USDC呢?有一点显而易见: USD1作为特朗普家族官方推行的稳定币,本质上是一张「政治牌」,而且已经深度绑定Binance,几乎已经明牌是特朗普利益集团与币安联手的纽带。 Sahara 和 Buidlpad 选择这条链上资金路,说明它背后有 Binance 体系的强力加持。 对于散户来说,这意味着: 作为第一个背靠大树的AI明星项目,未来 Sahara 很可能会拿到 Binance 生态和背后更多的流量入口、资源导流、长期曝光。 这不只是一轮分发,更像是 Binance 稳定币扩张的第一步棋。 最后总结一下: 📌 Sahara 是一个 面向 AI 时代的新公链 📌 不只是接入 AI,而是为 AI 再造 Web3 基础设施 📌 数据、模型、agent 都可链上确权、收益与协作 📌 与其说是“AI项目”,不如说是 AI × Web3 的新结构设计; 还有时间,提前码住关注 buidlpad ✖️ Sahara 活动! 入口:https://t.co/gRQJ9CmNMm #AIforALL @SaharaLabsAI
Polychain dump fest
RT @0xBalloonLover: pasternak completely disrupted polychain's business of turning 60th percentile berkeley and stanford kids into crypto scammers
pasternak completely disrupted polychain's business of turning 60th percentile berkeley and stanford kids into crypto scammers
Theta Capital has secured $175 million for its crypto fund The firm is focused on backing #crypto-native #VC managers like #Polychain and #CoinFund leveraging their expertise in identifying promising innovations. 👉 https://t.co/oEL3st7iPo https://t.co/M8vc0wx1XY
RT @StoryProtocol: Workshop lineup for next week: ꩜ Tues: Opening Ceremony w @jacobmtucker ꩜ Tues: RWAS w @Aria_Protocol ꩜ Weds: Programmable IP 101 w @jacobmtucker ꩜ Thurs: Founder Mode w @jasonjzhao ꩜ Fri: Developing Your Pitch w @WhatTheLJW Expand for key dates, meetups, and bounties ∞ Key dates: ꩜ May 20: Opening Ceremony ꩜ May 20–23: Workshops ꩜ June 19: Projects due ꩜ June 25: Judging complete ꩜ June 26: Demo Day IRL Meetups: ꩜ May 20: with @balajis Network School in Malaysia ꩜ June 12: with @encodeclub in London ꩜ For more events → https://t.co/jATbjGKqYf Sign up with @encodeclub below. 🔗 https://t.co/5z6zcSFnyo 🔗 Hat-tip to our bounty partners: @tomo_social @gelatonetwork @STP_Network @thenetworkstate @crossmint @thirdweb @fleek @Yakoa_ @deBridgeFinance @Gaianet_AI @HoloworldAI @JUXTAMODE @XPINNetwork ꩜ This Buildathon was co-crafted with @encodeclub, supported by @AngelHack, and brought to life with participation from @PanteraCapital, @OKX_Ventures, and @polychain ꩜ Want to offer a bounty? • events@storyprotocol.xyz • Funds go straight to participating surrealists.
INSIGHTS 🧠: Starting with a 2018 #Ethereum Foundation grant, Uniswap Labs, led by Hayden Adams, raised $165M by 2022 from VCs like Polychain. The team’s focus on open-source innovation keeps Uniswap a top #DEX, now exploring L2 with Unichain. #Crypto
Workshop lineup for next week: ꩜ Tues: Opening Ceremony w @jacobmtucker ꩜ Tues: RWAS w @Aria_Protocol ꩜ Weds: Programmable IP 101 w @jacobmtucker ꩜ Thurs: Founder Mode w @jasonjzhao ꩜ Fri: Developing Your Pitch w @WhatTheLJW Expand for key dates, meetups, and bounties ∞ Key dates: ꩜ May 20: Opening Ceremony ꩜ May 20–23: Workshops ꩜ June 19: Projects due ꩜ June 25: Judging complete ꩜ June 26: Demo Day IRL Meetups: ꩜ May 20: with @balajis Network School in Malaysia ꩜ June 12: with @encodeclub in London ꩜ For more events → https://t.co/jATbjGKqYf Sign up with @encodeclub below. 🔗 https://t.co/5z6zcSFnyo 🔗 Hat-tip to our bounty partners: @tomo_social @gelatonetwork @STP_Network @thenetworkstate @crossmint @thirdweb @fleek @Yakoa_ @deBridgeFinance @Gaianet_AI @HoloworldAI @JUXTAMODE @XPINNetwork ꩜ This Buildathon was co-crafted with @encodeclub, supported by @AngelHack, and brought to life with participation from @PanteraCapital, @OKX_Ventures, and @polychain ꩜ Want to offer a bounty? • events@storyprotocol.xyz • Funds go straight to participating surrealists.
Top 10 Crypto VCs by Total Funding Raised !! #a16z –-- $8.11B ( @a16zcrypto ) #Paradigm –-- $3.35B ( @paradigm ) #FTXVentures – --$2B . #HaunVentures --– $1.5B ( @HaunVentures ) #YZiLabs –-- $1.5B ( @yzilabs ) #Hivemind –-- $1.5B ( @HivemindCap ) #BlockTower –-- $1.5B (@BlockTower ) #Polychain –-- $1.13B ( @polychain ) #Electric Capital –--$1.11B ( @ElectricCapital ) #Pantera –-- $1.06B ( @PanteraCapital ) VCs betting BIG on the future of crypto.
RT @Yoonivee: 🆕 New Mission Unlocked: Earn $AURA 🎮 YooniVee is teaming up with @commondotxyz — the full-stack platform for onchain communities, proudly backed by 🛡️ @polychain , 🐉 @dragonfly_xyz , 🧱 @hiFramework & more! 🧩 Start your quest now: 👉 https://t.co/X9JcRGYEnz Now live on @soneium 🎯 Exclusive Quest for @Yoonivee Holders ✅ Complete the quest → Earn $AURA 🎁 Loyalty = Rewards
🆕 New Mission Unlocked: Earn $AURA 🎮 YooniVee is teaming up with @commondotxyz — the full-stack platform for onchain communities, proudly backed by 🛡️ @polychain , 🐉 @dragonfly_xyz , 🧱 @hiFramework & more! 🧩 Start your quest now: 👉 https://t.co/X9JcRGYEnz Now live on @soneium 🎯 Exclusive Quest for @Yoonivee Holders ✅ Complete the quest → Earn $AURA 🎁 Loyalty = Rewards
RT @DogeOS: Much Wow! Very Funded! 🤑 DogeOS just raised $6.9M (nice) to turn Dogecoin into the internet’s favorite app layer. Big thanks to @polychain for leading the round, and to all our amazing supporters backing the mission. We're just getting started! 🚀 https://t.co/YtoRWGYdVL
Coming soon: Surreal World Assets. A virtual buildathon at the uncanny intersection of AI, blockchain, and the physical world as we know it. Open to technical and non-technical builders alike, this event and workshop series explores the tokenization of IP and historically intangible assets. Build to win a shot at pitching top investors. Built to get product feedback. Build to bend reality. Tracks: ꩜ Track 1: Non-Technical / Creator ꩜ Track 2: AI Agents ꩜ Track 3: UX / Creative Front-End ꩜ Track 4: IP Detection & Enforcement ꩜ Track 5: IP Marketplace Innovation / IPFi ꩜ Track 6: Data ꩜ Track 7: People's Choice with @jokerace_io Key dates: ꩜ May 20: Opening Ceremony ꩜ May 20–23: Workshops ꩜ June 19: Projects due ꩜ June 25: Judging complete ꩜ June 26: Demo Day IRL Meetups: ꩜ May 20: with @balajis Network School in Malaysia ꩜ June 12: with @encodeclub in London ꩜ For more events → https://t.co/jATbjGKqYf Sign up here: 🔗 https://t.co/5z6zcSFnyo 🔗 This buildathon was co-crafted with @encodeclub, supported by @AngelHack, and brought to life with participation from @PanteraCapital, @OKX_Ventures, and @polychain. Hat-tip to our bounty partners: @tomo_social @gelatonetwork @STP_Network @thenetworkstate @crossmint @thirdweb @fleek @Yakoa_ @deBridgeFinance @Gaianet_AI @HoloworldAI @JUXTAMODE @XPINNetwork Want to offer a bounty? • events@storyprotocol.xyz • Funds go straight to participating surrealists.
Polyhedra was listed on Binance Alpha today, and airdrops were given to Binance users. Polyhedra Network is a blockchain project focused on advancing interoperability, scalability, and privacy in the Web3 ecosystem by leveraging zero-knowledge proof tech. Polyhedra Network raised $20m from Binance Labs, Polychain Capital, OKX Ventures, and Animoca Brands.
RT @DogeOS: Much Wow! Very Funded! 🤑 DogeOS just raised $6.9M (nice) to turn Dogecoin into the internet’s favorite app layer. Big thanks to @polychain for leading the round, and to all our amazing supporters backing the mission. We're just getting started! 🚀 https://t.co/YtoRWGYdVL
Much Wow! Very Funded! 🤑 DogeOS just raised $6.9M (nice) to turn Dogecoin into the internet’s favorite app layer. Big thanks to @polychain for leading the round, and to all our amazing supporters backing the mission. We're just getting started! 🚀 https://t.co/YtoRWGYdVL
.@DogeOS, an application development layer for the Dogecoin ecosystem, successfully closed a $6.9 million funding round led by Polychain Capital. By @shauryamalwa. https://t.co/LA2EtdG5Yw
【9】融资 Polychain Capital自2019年起孵化Bittensor,目前持有价值约2亿美元的TAO代币;Dao5持有约价值5000万美元的TAO,也是Bittensor 生态系统的早期支持者。2024年,Pantera Capital和Collab Currency通过战略投资进一步加码。同年8月,灰度集团将TAO纳入其去中心化AI基金,标志着机构投资者对项目价值的高度认可和长期看好。
RT @StoryProtocol: Introducing: ꧁ Surreal World Assets ꧂ A buildathon dedicated to the reality-bending notion of tokenizing intellectual property, ideas, and historically intangible assets. In an era where AI, blockchain, and digital culture are converging, the very definition of "asset" is being rewritten in real time. So let's build. Winners will have the opportunity to pitch directly to investors and receive product feedback. Build across: ꩜ Track 1: Non-Technical / Creator ꩜ Track 2: AI Agents ꩜ Track 3: UX / Creative Front-End ꩜ Track 4: IP Detection & Enforcement ꩜ Track 5: IP Marketplace Innovation / IPFi ꩜ Track 6: Data ꩜ Track 7: People's choice Technical and non-technical builders welcome. Curiosity mandatory. Convention optional. Key dates: ꩜ May 20th: Opening Ceremony ꩜ May 20th–23rd: Workshops ꩜ June 12th: IRL meetup at Encode HQ ꩜ June 19th: Projects due ꩜ June 25: Judging complete ꩜ June 26: Demo Day This buildathon was co-crafted with @encodeclub, brought to life with participation from @PanteraCapital, @OKX_Ventures, and @polychain. Want to offer a bounty? • events@storyprotocol.xyz • Funds go straight to participating surrealists.
Introducing: ꧁ Surreal World Assets ꧂ A buildathon dedicated to the reality-bending notion of tokenizing intellectual property, ideas, and historically intangible assets. In an era where AI, blockchain, and digital culture are converging, the very definition of "asset" is being rewritten in real time. So let's build. Winners will have the opportunity to pitch directly to investors and receive product feedback. Build across: ꩜ Track 1: Non-Technical / Creator ꩜ Track 2: AI Agents ꩜ Track 3: UX / Creative Front-End ꩜ Track 4: IP Detection & Enforcement ꩜ Track 5: IP Marketplace Innovation / IPFi ꩜ Track 6: Data ꩜ Track 7: People's choice Technical and non-technical builders welcome. Curiosity mandatory. Convention optional. Key dates: ꩜ May 20th: Opening Ceremony ꩜ May 20th–23rd: Workshops ꩜ June 12th: IRL meetup at Encode HQ ꩜ June 19th: Projects due ꩜ June 25: Judging complete ꩜ June 26: Demo Day This buildathon was co-crafted with @encodeclub, brought to life with participation from @PanteraCapital, @OKX_Ventures, and @polychain. Want to offer a bounty? • events@storyprotocol.xyz • Funds go straight to participating surrealists.
Gm_!Optimum这个抓紧搞下 Polychain CTO领投,Polygon/Wormhole/Aztec等顶级项目核心成员加持 ✅ 首创RLNC技术:用"随机线性网络编码"重构区块链内存基础设施 ✅ 测试网名额限量开放(还剩不到2小时!) 步骤 1️⃣ 加入Discord👉 https://t.co/L9lh9TcUzV (建议修改昵称为"ETH-昵称"格式,显得更专业) 2️⃣ 抢占测试网白名单: 👉 注册链接:https://t.co/yWeu801h8c (需填写邮箱+钱包地址,建议用小号) 3️⃣ 蹲守4月15日重大公告: • 可能涉及代币模型/空投规则 • 关注官推 @get_optimum 开推送提醒 💡 老司机提示: • RLNC技术简析:通过编码算法提升节点间数据传输效率,解决区块链存储扩容难题 • 早期测试者往往有更高空投权重
Axelar x OneKey are giving away 3 co-branded hardware wallets ($300 value) + exclusive 8% off coupons! 🎁 Stacking season is here. We’re giving you protection to match. How to win: (1) Follow @OneKeyHQ + @axelar (2) Bookmark Quote this post w/ your accumulation plan 🫡 (3) Check limited 8% coupons at https://t.co/6W9xaeUaSS community ⏰ 2 weeks Did you know? ✨ @axelar is the backbone of many top-tier projects—and a low-key champ in the cross-chain interoperability game. Its native token $AXL is already listed on Binance and Coinbase. Ecosystem highlights: ✨ - Chains: Connected to 74 chains, integrated with 600+ smart contracts - DeFi: dYdX, Frax, Lido, PancakeSwap - Enterprise: Deutsche Bank, Microsoft, Onyx (J.P. Morgan) - RWAs: Centrifuge, Circle, Ondo Finance Backed by $100M+ in funding from top-tier investors: Binance Labs, Coinbase Ventures, Polychain Capital, Dragonfly, and more. Cross-chain is the future—and Axelar is already there. 🛠️
Babylon Overview Key Metrics: • TVL: $4B • Market Cap: $250M • FDV: $1.09B • Price: $0.109 • VC Avg. Unrealized Profit: 3.47x • VC & Backer Ownership: 30.5% • Notable Backers: @paradigm, @polychain, @HashKeyGroup, @galaxyhq, @hack_vc, @yzilabs and others. Is there room to grow?📈
🔥@OpenledgerHQ的热度持续高涨,很大程度上源于其在 AI 和区块链结合领域的创新定位,以及社区的活跃参与。他们打造了一个专注于 AI 数据信任的去中心化基础设施,通过“数据网络”(Datanets)收集和精炼数据,赋能 AI 模型和代理的开发。这种技术方向紧扣当前 AI 发展和数据主权的热点,吸引了大量关注。 在 @KaitoAI上拿到第一名我一点也不奇怪,因为 OpenLedger 在社区互动和项目进展上表现突出。近期他们推出了测试网节点、积分奖励机制,甚至还有 NFT 和人性验证等玩法,这些都刺激了用户参与度。加上有 Polychain 领投、Coinbase CTO 等背书,项目可信度和潜力被进一步放大。很多人看好它的“零撸”挂机模式,降低了参与门槛,吸引了更多散户和工作室入场。估计后面要tge的时候直接淦爆热点。⚠️⚠️继续参与每周活动奖励10000美元,创意信息视频奖励5000美元。总计15000美元。等到tge来袭的时候,它绝对会成为热议话题!赶紧来淦!
4/ Backers include Paradigm, Polychain, and a16z, with $96M+ raised. Led by Stanford’s David Tse. Where does this go next? Hard to say, but the infra being built could be foundational for Bitcoin-native yields adding additional benefits to buying and hodling Bitcoin
Gaming company Neon Machine is in deep financial crisis, with a large amount of debt outstanding and millions of dollars owed to external suppliers. The number of employees has dropped from a peak of about 100 to only about 12. The token SHRAP plummeted by more than 98%, and the co-founder was accused of continuous selling. Previously, Neon Machine had completed a $20 million financing led by Polychain. https://t.co/0AbgxbOIi0
游戏公司 Neon Machine 深陷财务危机,大量债务未偿还,欠外部供应商数百万美元。多轮裁员后,员工人数从最高约 100 人锐减至仅约 12 名全职员工。项目代币 SHRAP 暴跌超 98%,联合创始人被指持续抛售。此前 Neon Machine 曾完成由 Polychain Capital 领投的 2000 万美元融资。(Blockworks)https://t.co/JISL2ol0zy
Paradigm-backed project @Babylon unveils $BABY tokenomics, allocating 6% (600M) to early users Eligible categories include stakers, Pioneer Pass NFT holders, and GitHub contributors. The project is backed by Paradigm, Polychain, OKX, and Hack VC. 👉 https://t.co/O8zGNfS2Nh https://t.co/zoBmWz4v9B
市场是无情的,。 StakeStone 算是 LSD 赛道的龙二了,融资2200万美金, 头部vc @yzilabs @polychain 都参与了。 目前流通市值仅 1500w u,总市值 6800w u。 https://t.co/Hk7YSV2ijS
RT @charles48011843: 🔥OpenLedger @OpenledgerHQ:通过社区驱动的创新赋能去中心化AI的未来,好的项目值得持续的建设,认识它也是通过 @KaitoAI ,也对其进行了梭哈性的投票,但是有很多人还是不了解这个项目到底是做什么,以及他们的活动介绍,一起往下看: OpenLedger是一个下一代区块链网络,旨在彻底改变人工智能(AI)与去中心化技术的交汇处。作为一个开创性的平台,OpenLedger为在去中心化生态系统中创建、管理和扩展AI模型及代理提供了强大的基础设施。 OpenLedger通过其创新的数据网络(datanet)为开发者和创作者提供高质量、特定领域的数据集访问权限。这些数据集经过精心筛选以确保精确性,使开发者能够训练出具有卓越领域知识的高级AI模型。OpenLedger注重透明度、流动性和社区驱动的治理,为AI在去中心化世界中的发展设定了新标准。 OpenLedger是做什么? OpenLedger的核心在于构建一个去中心化的信任基础设施,使AI模型成为区块链可追踪的资产。通过其初次AI发行(Initial AI Offering,IAO),创作者可以对模型进行代币化、交易和优化,同时受益于社区的意见和治理。 OpenLedger的模型工厂(Model Factory)使开发者能够使用来自数据储备(Data Reservoir)的精选数据集来优化和改进AI模型,确保可验证的归属和透明度。该平台营造了一个环境,让贡献者可以协作调整和改进AI模型。 无论是为AI代理、聊天机器人还是副驾驶(copilots)提供支持,OpenLedger都在打造一个推动去中心化AI应用创新的数据区块链。他们的测试网(https://t.co/4CEABhfPhl)进一步允许用户探索并参与这个生态系统,使其成为AI和区块链爱好者的中心。 技术与AI驱动的强大力量 OpenLedger的使命深深植根于推动技术和AI的发展。据https://t.co/vfg9KFO5fO报道,OpenLedger获得了来自Polychain Capital、Hash3和Haskey Capital等知名投资者的800万美元融资,成为区块链-AI领域的重要参与者。他们专注于专业语言模型和去中心化AI解决方案,将其置于创新的前沿。通过利用区块链技术,OpenLedger确保AI开发过程透明、安全且由社区驱动。这种技术优先的方法不仅赋予了开发者更多能力,还培养了一个充满热情的贡献者社区,共同塑造AI的未来。 🎁200万 $OPN 代币奖池:奖励社区贡献 OpenLedger致力于奖励社区的参与和贡献。2025年3月6日,OpenLedger宣布了一项巨大的200万OPN代币奖池,作为与KaitoAI合作升级的Yapper Arena计划的一部分。 这一重大升级旨在通过奖励OpenLedger Kaito Yapper排行榜上排名前200的贡献者,在OpenLedger生态系统中放大社区的声音,活动将持续6个月。延长的活动时间鼓励围绕去中心化AI和OpenLedger在该领域关键角色的更深入、更具影响力的参与。 杰出的贡献还可能获得额外奖励,这为社区成员提供了一个参与并因努力获得认可的绝佳机会。详细的参与指南预计将很快发布,敬请关注更多更新! YAPtopus每周竞赛:一种有趣的参与方式 除了@KaitoAI Yapper Arena,OpenLedger还通过YAPtopus每周竞赛保持社区的热情。2025年3月20日宣布,该竞赛邀请社区成员参与一个有趣且有回报的挑战。 📌 竞赛详情 🏆 总奖金池:10,000 USDT,每周分配给优胜者! 📅 启动时间:3 月 29 日(周五)12 PM UTC 📸 首个快照:开启后一周!! 🎯 参与条件 ✅ 排行榜名次:每周快照时,需位列 OpenLedger 排行榜前 100 名。 ✅ 内容质量:提交内容可包括 文章、推文串、长文或高质量帖子,鼓励深度研究和详细解析。 ✅ 创意 & 表达:内容需具备创意,且视觉呈现需吸引人,增强可读性和互动性。 OpenLedger通过创意和互动活动促进持续参与的承诺。这是社区成员联系、贡献并在OpenLedger不断增长的生态系统中获得奖励的另一种方式。 🏃跟着老查一起加入OpenLedger运动 OpenLedger不仅仅是一个区块链平台——它是一场重新定义AI与去中心化技术如何协同工作的运动。无论您是希望构建尖端AI模型的开发者、渴望塑造去中心化AI未来的贡献者,还是准备通过“yap”登上排行榜的社区成员,OpenLedger都能为您提供机会。 有了200万 $OPN 代币奖池和YAPtopus每周竞赛这样的活动,现在是参与的最佳时机,不要错过!! (⚠️记得多写写原创的文章哈哈,排进前100哦) 参与入口:https://t.co/oo1Wd1RfcT 🔥 OpenLedger @OpenledgerHQ: Empowering the Future of Decentralized AI Through Community-Driven Innovation A great project deserves continuous development! I discovered OpenLedger through @KaitoAI and even went all-in with my votes. However, many people are still unaware of what this project does and the details of their ongoing initiatives. Let’s dive in: What is OpenLedger? OpenLedger is a next-generation blockchain network designed to revolutionize the intersection of artificial intelligence (AI) and decentralized technology. As a pioneering platform, OpenLedger provides a robust infrastructure for creating, managing, and scaling AI models and agents within a decentralized ecosystem. By leveraging its innovative datanet, OpenLedger grants developers and creators access to high-quality, domain-specific datasets. These datasets are carefully curated to ensure accuracy, enabling developers to train advanced AI models with exceptional domain expertise. OpenLedger emphasizes transparency, liquidity, and community-driven governance, setting a new standard for AI in the decentralized world. What Does OpenLedger Do? At its core, OpenLedger is building a decentralized trust infrastructure that makes AI models traceable assets on the blockchain. Through its Initial AI Offering (IAO) mechanism, creators can tokenize, trade, and optimize their AI models while benefiting from community feedback and governance. The Model Factory allows developers to enhance AI models using curated datasets from the Data Reservoir, ensuring verifiable ownership and transparency. The platform fosters an environment where contributors can collaborate to fine-tune and improve AI models. Whether it’s AI agents, chatbots, or copilots, OpenLedger is building a data blockchain that drives decentralized AI applications forward. Their testnet (https://t.co/4CEABhfPhl) enables users to explore and engage with the ecosystem, making OpenLedger a central hub for AI and blockchain enthusiasts. A Powerful Force Driven by Technology & AI OpenLedger’s mission is deeply rooted in advancing both technology and AI. According to https://t.co/vfg9KFO5fO, OpenLedger has secured $8M in funding from leading investors like Polychain Capital, Hash3, and Haskey Capital, solidifying its position as a major player in the blockchain-AI space. By focusing on specialized language models and decentralized AI solutions, OpenLedger is at the forefront of innovation. Utilizing blockchain technology ensures that AI development remains transparent, secure, and community-driven. This tech-first approach empowers developers and fosters a passionate community of contributors, all working together to shape the future of AI. 🎁 2,000,000 $OPN Token Reward Pool: Rewarding Community Contributions OpenLedger is committed to rewarding community engagement and contributions. On March 6, 2025, OpenLedger announced a massive 2,000,000 $OPN token reward pool, as part of the upgraded Yapper Arena program in collaboration with KaitoAI. Program Highlights: 🔹 Top 200 contributors on the OpenLedger Kaito Yapper leaderboard will be rewarded over a 6-month period. 🔹 This extended timeframe encourages deeper and more meaningful participation in discussions about decentralized AI and OpenLedger’s critical role in the space. 🔹 Exceptional contributions may receive additional bonuses, offering community members an excellent opportunity to participate and be recognized for their efforts. 📢 A detailed participation guide will be released soon—stay tuned! 🎉 YAPtopus Weekly Contest: A Fun Way to Engage! In addition to Yapper Arena, OpenLedger keeps the community engaged through the YAPtopus Weekly Contest, launched on March 20, 2025. This contest invites community members to participate in a fun and rewarding challenge. 📌 Contest Details: 🏆 Total Prize Pool: 10,000 USDT, distributed weekly to winners! 📅 Launch Date: March 29 (Friday) at 12 PM UTC 📸 First Snapshot: One week after launch 🎯 Participation Requirements: ✅ Leaderboard Ranking: Must be in the Top 100 on the OpenLedger leaderboard at the time of the weekly snapshot. ✅ Content Quality: Submissions can be articles, tweet threads, long-form posts, or high-quality write-ups, encouraging deep research and analysis. ✅ Creativity & Presentation: Content should be engaging, visually appealing, and well-structured to enhance readability and interaction. OpenLedger’s commitment to sustained engagement through creative and interactive events provides community members with an exciting way to connect, contribute, and be rewarded in its growing ecosystem. 🏃 Join the OpenLedger Movement with Lao Cha! OpenLedger is more than just a blockchain platform—it’s a movement redefining how AI and decentralized technology work together. Whether you’re a developer looking to build cutting-edge AI models, a contributor eager to shape the future of decentralized AI, or a community member ready to climb the leaderboard through yapping, OpenLedger offers you the opportunity to get involved. With a 2,000,000 $OPN token reward pool and YAPtopus Weekly Contest, now is the best time to participate—don’t miss out! ⚠️ (And remember, write more original articles to get into the Top 100! 😂) 📍 Join Now: https://t.co/oo1Wd1RfcT
Top 5 Crypto Fundraising Rounds this week 👇 @raincards - $24.5M > Crypto card issuer integrated with the Visa network > @NorwestVP, @cbventures, & @galaxyhq @Coreskyofficial - $15M > Memecoin incubation platform leveraging user voting to assess public sentiment > @TidoCapital, @WVenturesCap, & @ParallelCapital @joinabound - $14M > Remittance app enabling more Indian Americans to send money home > @NEARFoundation, @circle, & @TimesInternet @ChronicleLabs - $12M > Blockchain-agnostic oracle solution that launched Ethereum’s first oracle > @strobefund, @fenbushi, & @robotventures @warlock_xyz - $8M > Building next-gen market-making and order flow monetization tools > @polychain, @greenfield_cap, & @symbolicvc 25+ projects collectively raised ~$154 million this week.
🔥OpenLedger @OpenledgerHQ:通过社区驱动的创新赋能去中心化AI的未来,好的项目值得持续的建设,认识它也是通过 @KaitoAI ,也对其进行了梭哈性的投票,但是有很多人还是不了解这个项目到底是做什么,以及他们的活动介绍,一起往下看: OpenLedger是一个下一代区块链网络,旨在彻底改变人工智能(AI)与去中心化技术的交汇处。作为一个开创性的平台,OpenLedger为在去中心化生态系统中创建、管理和扩展AI模型及代理提供了强大的基础设施。 OpenLedger通过其创新的数据网络(datanet)为开发者和创作者提供高质量、特定领域的数据集访问权限。这些数据集经过精心筛选以确保精确性,使开发者能够训练出具有卓越领域知识的高级AI模型。OpenLedger注重透明度、流动性和社区驱动的治理,为AI在去中心化世界中的发展设定了新标准。 OpenLedger是做什么? OpenLedger的核心在于构建一个去中心化的信任基础设施,使AI模型成为区块链可追踪的资产。通过其初次AI发行(Initial AI Offering,IAO),创作者可以对模型进行代币化、交易和优化,同时受益于社区的意见和治理。 OpenLedger的模型工厂(Model Factory)使开发者能够使用来自数据储备(Data Reservoir)的精选数据集来优化和改进AI模型,确保可验证的归属和透明度。该平台营造了一个环境,让贡献者可以协作调整和改进AI模型。 无论是为AI代理、聊天机器人还是副驾驶(copilots)提供支持,OpenLedger都在打造一个推动去中心化AI应用创新的数据区块链。他们的测试网(https://t.co/4CEABhfPhl)进一步允许用户探索并参与这个生态系统,使其成为AI和区块链爱好者的中心。 技术与AI驱动的强大力量 OpenLedger的使命深深植根于推动技术和AI的发展。据https://t.co/vfg9KFO5fO报道,OpenLedger获得了来自Polychain Capital、Hash3和Haskey Capital等知名投资者的800万美元融资,成为区块链-AI领域的重要参与者。他们专注于专业语言模型和去中心化AI解决方案,将其置于创新的前沿。通过利用区块链技术,OpenLedger确保AI开发过程透明、安全且由社区驱动。这种技术优先的方法不仅赋予了开发者更多能力,还培养了一个充满热情的贡献者社区,共同塑造AI的未来。 🎁200万 $OPN 代币奖池:奖励社区贡献 OpenLedger致力于奖励社区的参与和贡献。2025年3月6日,OpenLedger宣布了一项巨大的200万OPN代币奖池,作为与KaitoAI合作升级的Yapper Arena计划的一部分。 这一重大升级旨在通过奖励OpenLedger Kaito Yapper排行榜上排名前200的贡献者,在OpenLedger生态系统中放大社区的声音,活动将持续6个月。延长的活动时间鼓励围绕去中心化AI和OpenLedger在该领域关键角色的更深入、更具影响力的参与。 杰出的贡献还可能获得额外奖励,这为社区成员提供了一个参与并因努力获得认可的绝佳机会。详细的参与指南预计将很快发布,敬请关注更多更新! YAPtopus每周竞赛:一种有趣的参与方式 除了@KaitoAI Yapper Arena,OpenLedger还通过YAPtopus每周竞赛保持社区的热情。2025年3月20日宣布,该竞赛邀请社区成员参与一个有趣且有回报的挑战。 📌 竞赛详情 🏆 总奖金池:10,000 USDT,每周分配给优胜者! 📅 启动时间:3 月 29 日(周五)12 PM UTC 📸 首个快照:开启后一周!! 🎯 参与条件 ✅ 排行榜名次:每周快照时,需位列 OpenLedger 排行榜前 100 名。 ✅ 内容质量:提交内容可包括 文章、推文串、长文或高质量帖子,鼓励深度研究和详细解析。 ✅ 创意 & 表达:内容需具备创意,且视觉呈现需吸引人,增强可读性和互动性。 OpenLedger通过创意和互动活动促进持续参与的承诺。这是社区成员联系、贡献并在OpenLedger不断增长的生态系统中获得奖励的另一种方式。 🏃跟着老查一起加入OpenLedger运动 OpenLedger不仅仅是一个区块链平台——它是一场重新定义AI与去中心化技术如何协同工作的运动。无论您是希望构建尖端AI模型的开发者、渴望塑造去中心化AI未来的贡献者,还是准备通过“yap”登上排行榜的社区成员,OpenLedger都能为您提供机会。 有了200万 $OPN 代币奖池和YAPtopus每周竞赛这样的活动,现在是参与的最佳时机,不要错过!! (⚠️记得多写写原创的文章哈哈,排进前100哦) 参与入口:https://t.co/oo1Wd1RfcT 🔥 OpenLedger @OpenledgerHQ: Empowering the Future of Decentralized AI Through Community-Driven Innovation A great project deserves continuous development! I discovered OpenLedger through @KaitoAI and even went all-in with my votes. However, many people are still unaware of what this project does and the details of their ongoing initiatives. Let’s dive in: What is OpenLedger? OpenLedger is a next-generation blockchain network designed to revolutionize the intersection of artificial intelligence (AI) and decentralized technology. As a pioneering platform, OpenLedger provides a robust infrastructure for creating, managing, and scaling AI models and agents within a decentralized ecosystem. By leveraging its innovative datanet, OpenLedger grants developers and creators access to high-quality, domain-specific datasets. These datasets are carefully curated to ensure accuracy, enabling developers to train advanced AI models with exceptional domain expertise. OpenLedger emphasizes transparency, liquidity, and community-driven governance, setting a new standard for AI in the decentralized world. What Does OpenLedger Do? At its core, OpenLedger is building a decentralized trust infrastructure that makes AI models traceable assets on the blockchain. Through its Initial AI Offering (IAO) mechanism, creators can tokenize, trade, and optimize their AI models while benefiting from community feedback and governance. The Model Factory allows developers to enhance AI models using curated datasets from the Data Reservoir, ensuring verifiable ownership and transparency. The platform fosters an environment where contributors can collaborate to fine-tune and improve AI models. Whether it’s AI agents, chatbots, or copilots, OpenLedger is building a data blockchain that drives decentralized AI applications forward. Their testnet (https://t.co/4CEABhfPhl) enables users to explore and engage with the ecosystem, making OpenLedger a central hub for AI and blockchain enthusiasts. A Powerful Force Driven by Technology & AI OpenLedger’s mission is deeply rooted in advancing both technology and AI. According to https://t.co/vfg9KFO5fO, OpenLedger has secured $8M in funding from leading investors like Polychain Capital, Hash3, and Haskey Capital, solidifying its position as a major player in the blockchain-AI space. By focusing on specialized language models and decentralized AI solutions, OpenLedger is at the forefront of innovation. Utilizing blockchain technology ensures that AI development remains transparent, secure, and community-driven. This tech-first approach empowers developers and fosters a passionate community of contributors, all working together to shape the future of AI. 🎁 2,000,000 $OPN Token Reward Pool: Rewarding Community Contributions OpenLedger is committed to rewarding community engagement and contributions. On March 6, 2025, OpenLedger announced a massive 2,000,000 $OPN token reward pool, as part of the upgraded Yapper Arena program in collaboration with KaitoAI. Program Highlights: 🔹 Top 200 contributors on the OpenLedger Kaito Yapper leaderboard will be rewarded over a 6-month period. 🔹 This extended timeframe encourages deeper and more meaningful participation in discussions about decentralized AI and OpenLedger’s critical role in the space. 🔹 Exceptional contributions may receive additional bonuses, offering community members an excellent opportunity to participate and be recognized for their efforts. 📢 A detailed participation guide will be released soon—stay tuned! 🎉 YAPtopus Weekly Contest: A Fun Way to Engage! In addition to Yapper Arena, OpenLedger keeps the community engaged through the YAPtopus Weekly Contest, launched on March 20, 2025. This contest invites community members to participate in a fun and rewarding challenge. 📌 Contest Details: 🏆 Total Prize Pool: 10,000 USDT, distributed weekly to winners! 📅 Launch Date: March 29 (Friday) at 12 PM UTC 📸 First Snapshot: One week after launch 🎯 Participation Requirements: ✅ Leaderboard Ranking: Must be in the Top 100 on the OpenLedger leaderboard at the time of the weekly snapshot. ✅ Content Quality: Submissions can be articles, tweet threads, long-form posts, or high-quality write-ups, encouraging deep research and analysis. ✅ Creativity & Presentation: Content should be engaging, visually appealing, and well-structured to enhance readability and interaction. OpenLedger’s commitment to sustained engagement through creative and interactive events provides community members with an exciting way to connect, contribute, and be rewarded in its growing ecosystem. 🏃 Join the OpenLedger Movement with Lao Cha! OpenLedger is more than just a blockchain platform—it’s a movement redefining how AI and decentralized technology work together. Whether you’re a developer looking to build cutting-edge AI models, a contributor eager to shape the future of decentralized AI, or a community member ready to climb the leaderboard through yapping, OpenLedger offers you the opportunity to get involved. With a 2,000,000 $OPN token reward pool and YAPtopus Weekly Contest, now is the best time to participate—don’t miss out! ⚠️ (And remember, write more original articles to get into the Top 100! 😂) 📍 Join Now: https://t.co/oo1Wd1RfcT
RT @TiltTrade: We are excited to announce our $8M seed round, led by @polychain with participation from @greenfield_cap, @trgcapi, @recvcx, @symbolicvc, and @AmbushCapital to disintermediate the MEV landscape. https://t.co/gUNkOGMbtk