建設持續進行中。查看七月的開發進度報告 👇

最漂亮的圖表之一 終極的 USD1 交易，市值低於 1 億，WLFI 即將到來 更高的 $BLOCK

.@ethena_labs kicked off a new era for what I think is going to be one of the continued largest and fastest growing segments of crypto native businesses. I’m still tinkering with the best way to articulate this segment…yieldcoins, onchain asset management…don’t love any of them yet, but the product is primarily YIELD Ethena did several things incredibly well: - bring yield onchain in a yield starved era - opening up access to a popular, profitable TradFi strategy in a crypto-driven manner (BTC/ETH basis) - superior form and function. The $1 denomination was key, instead of doing it on a NAV/PPS basis like typical funds - risk management + building trust Think there is a tremendous opportunity to build hundreds of product strategies here and at least a dozen very valuable businesses. TAM in 10-15 years is probably $500B-$1T at least. Most traditional asset managers will struggle with this (even the crypto friendly ones) because: - unfamiliarity with DeFi/crypto market structure - compliance risk/reward @maplefinance is another great firm I put in this category. @upshift_fi and @MidasRWA also come to mind.

來吧 $PROVE

認為 ZKP 將會像挖礦和質押一樣重要（十億美元的產業）。大多數 ETH 開發者推動這種敘述是有原因的。 - $PROVE 是唯一本質上捕捉 ZKP 敘述的代幣 - 壟斷：ZKP 產生收入，除了 $PROVE 之外沒有其他代幣能捕捉到這一點 - Zksync / Starknet 是孤立的：如果 ZK rollup 成功，$PROVE 也會成功 當以太坊漲到 10k 時，這是一個潛在的操作機會

明天。

我在這個下跌的時候全力買入 $ENA $BLOCK $REI