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加密语沫
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Recently, ETH is dead silent. There are new dogs, and Spike is OK, but it is also an old dog.
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加密语沫
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预言机是Web3发展的刚需,随着DEFI 和RWA的发展,预言机正在成为Web3金融底层基础建设的核心。市场三大预言机项目: LINK , PYTH ,API3 ,都值得持续关注,尤其是API3最近有所动作
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去年九月份整个Ton生态还不到 1000万美金的TVL,10个月过去后来到了 6.8 亿美金,还在往上的趋势,随着生态的项目,开发者越来越多,预测最终会形成一个百亿级别的生态,如果用TG生态来看,这会更大 现在的基金都在看Ton生态项目,但是真正把流量玩明白的屈指可数;目前很多项目会在8月前逐步推出,在8-9月参与的项目大概率都还不会亏到哪里去,先信的继续物色项目撸起来或者参与IDO拿筹码 趁现在欧美基金还没大规模进场,正是赚钱的好时机 AI大爆发是本轮最大投递话题,其中包括OpenAI的GPT4o还是Google的Gemini,还是Meta的Llama3。AI竞争中最大的需求便是数据,LLM模型需要海量数据作为养料。但数据隐私现在是当前AI发展的核心痛点。@Privasea_ai就是议会的,由B安投+赞助使用FHE技术(全同态加密)的AI+DePIN网络,值得关注
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$Silly @Sillyctosol 年初的傻龙 IP,蹭的是 $BILLY 这波热度,CTO团队 积极安排营销 推动社区拉新裂变 老外陆续起来了 在VC 氛围还行 目前整体的情绪和节奏 都还是 OK的,目前正在回踩,可以关注下 支撑位置的机会
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Blast我已经都走了。原因有三:
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1-2周左右,ETH ETF大概率会有进一步动作。MtGox开始陆陆续续确认BTC,砸盘价格已经Price in。7月15号,欧洲杯结束,MEME的焦点可以提升。
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