朱老师区块链
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价值投资社区，项目投研专家，返佣码：BC3000。2项国家级区块链重点研发项目核心成员，10年讲3000个项目。公众号：书中自有大饼屋，油管：朱老师区块链3000问，b站同名节目，推特：朱老师区块链
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Stablecoin Infrastructure Enthusiast? -sign 3-minute report
Briefly talking about the sign project, sign is a full-chain certification + infrastructure provider, mainly helping governments, countries, or institutions issue/manage CBDC (Central Bank Digital Currency) and regulated stablecoins, as well as providing tools for Token distribution, digital identity, etc.
Currently, it has helped Kyrgyzstan build a stablecoin KGST pegged to the Som (running on the BNB Chain). Sign is responsible for the CBDC part, and the stablecoin part is issued on the BNB Chain.
In Sierra Leone, it is building a blockchain-based digital identity system and stablecoin payment infrastructure, serving as the cornerstone of the country's digital economy.
Other cross-border settlement projects are successively landing in the Middle East/Central Asia.
So sign has not directly entered the stablecoin track, but is acting as an infrastructure provider, engaging in the tog business.
In the current environment, this is relatively smart; directly operating stablecoins requires consideration of compliance, customer sourcing, and fierce competition.
Thus, being an infrastructure provider reduces pressure; a complete system can be infinitely replicated, compressing costs, and this track is not tiring.
Then identity verification tools + trusted data should be corresponding functions developed in line with the compliance of various countries.
The financing scale is 55 million; although this scale is considered top-tier, it is still very high.
The investors are quite strong: first is IDG, haskkey, Sequoia Capital, YZi Labs, Amber Group, Animoca Brands. All are well-known investors in the industry.
Although the financing valuation is not disclosed, based on the 20% investor ratio in the token, the financing valuation is 55 million * 5 = 275 million.
Currently, the market value of the token is 52 million, with fdv 400 million.
Why did it drop to 0.02 before? That is, fdv 200 million, lower than the financing valuation, triggering the protective price.
I specifically investigated that YZi Labs has invested a total of 25 million, accounting for over 50%, making it the leading investor. Moreover, it has been listed on Binance, so Binance will surely support it.
In conclusion, the direction taken by the project side in this ecological niche is still okay. First, governments around the world have a certain demand for this as economic development progresses, but there are certainly difficulties and it may not be easy to promote, as it involves legal regulations. Therefore, the future will depend on business advancement.
The question is whether the token unlock can have a strong consumption or repurchase mechanism to cope with the subsequent inflation. $SIGN
#Sign地缘政治基建
Briefly talking about the sign project, sign is a full-chain certification + infrastructure provider, mainly helping governments, countries, or institutions issue/manage CBDC (Central Bank Digital Currency) and regulated stablecoins, as well as providing tools for Token distribution, digital identity, etc.
Currently, it has helped Kyrgyzstan build a stablecoin KGST pegged to the Som (running on the BNB Chain). Sign is responsible for the CBDC part, and the stablecoin part is issued on the BNB Chain.
In Sierra Leone, it is building a blockchain-based digital identity system and stablecoin payment infrastructure, serving as the cornerstone of the country's digital economy.
Other cross-border settlement projects are successively landing in the Middle East/Central Asia.
So sign has not directly entered the stablecoin track, but is acting as an infrastructure provider, engaging in the tog business.
In the current environment, this is relatively smart; directly operating stablecoins requires consideration of compliance, customer sourcing, and fierce competition.
Thus, being an infrastructure provider reduces pressure; a complete system can be infinitely replicated, compressing costs, and this track is not tiring.
Then identity verification tools + trusted data should be corresponding functions developed in line with the compliance of various countries.
The financing scale is 55 million; although this scale is considered top-tier, it is still very high.
The investors are quite strong: first is IDG, haskkey, Sequoia Capital, YZi Labs, Amber Group, Animoca Brands. All are well-known investors in the industry.
Although the financing valuation is not disclosed, based on the 20% investor ratio in the token, the financing valuation is 55 million * 5 = 275 million.
Currently, the market value of the token is 52 million, with fdv 400 million.
Why did it drop to 0.02 before? That is, fdv 200 million, lower than the financing valuation, triggering the protective price.
I specifically investigated that YZi Labs has invested a total of 25 million, accounting for over 50%, making it the leading investor. Moreover, it has been listed on Binance, so Binance will surely support it.
In conclusion, the direction taken by the project side in this ecological niche is still okay. First, governments around the world have a certain demand for this as economic development progresses, but there are certainly difficulties and it may not be easy to promote, as it involves legal regulations. Therefore, the future will depend on business advancement.
The question is whether the token unlock can have a strong consumption or repurchase mechanism to cope with the subsequent inflation. $SIGN
#Sign地缘政治基建
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The strongest project research report collection in the universe - Portal (All)
Here is all the research report on blockchain projects you want to know, fundamental analysis! Not finished yet, there are still a lot of projects that have not moved into the square! Like and bookmark, we have already done research reports on over 800 projects, good projects are easy to identify from bad ones. Although many projects are added to the crypto space every day, quality projects are few and far between. I hope we are all value investors, finding projects that can withstand market fluctuations. You can follow me!
Public Chain:
国产公链之光-CFX超强潜力分析
波卡上的以太坊-GLMR目前进入到了价值洼地了吗？
Public Chain:
国产公链之光-CFX超强潜力分析
波卡上的以太坊-GLMR目前进入到了价值洼地了吗？
The top 50 addresses of SIREN have been monitored with crayfish for many days, and there have been no transfer records.
I really wonder, with such strong washing, this庄 is truly disgusting.
Last live stream, a brother said, is there a possibility to go on the spot? It really is possible, after all, the market cap is sufficient, and there haven't been any good targets recently, plus it's an early project on the four platform, so the time is also enough.
(Purely random analysis, not investment advice!) $SIREN
I really wonder, with such strong washing, this庄 is truly disgusting.
Last live stream, a brother said, is there a possibility to go on the spot? It really is possible, after all, the market cap is sufficient, and there haven't been any good targets recently, plus it's an early project on the four platform, so the time is also enough.
(Purely random analysis, not investment advice!) $SIREN
The biggest lie of this round of AI: computing power is not the bottleneck, electricity is!
By 2030, the power consumption of AI data centers will soar by 160%. The power grid is becoming the ceiling for AI.
A power struggle has already begun.
In Huang Renxun's (AI isa 5-Layer Cake) long article, the foundation of the 5-layer cake is energy, so I will gradually break down the opportunities in the energy sector of the US stock market! The underlying revolution for future AI is the power revolution; AI servers and data centers require a large amount of electricity, and the power grid needs to be rebuilt. In the future, AI data centers may account for 5%–9% of electricity demand in the United States!
Since we have all seen the long-term trend, I hope we can seize some opportunities!
A power struggle has already begun.
In Huang Renxun's (AI isa 5-Layer Cake) long article, the foundation of the 5-layer cake is energy, so I will gradually break down the opportunities in the energy sector of the US stock market! The underlying revolution for future AI is the power revolution; AI servers and data centers require a large amount of electricity, and the power grid needs to be rebuilt. In the future, AI data centers may account for 5%–9% of electricity demand in the United States!
Since we have all seen the long-term trend, I hope we can seize some opportunities!
Is Brother Sun going to start the market? Breakthrough + volume!
Currently starting the dat mode.
$TRX
Currently starting the dat mode.
$TRX
朱老师区块链
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The Strongest 90s Generation: In-depth Analysis of Justin Sun's TRX!
Today continues the 4th episode of the 2026 new research and investment journey—Tron (TRX), the project led by Justin Sun (Brother Sun), who is undoubtedly someone very skilled at generating buzz and controversy within the industry.
But Brother Sun's Tron (TRX) really can't be criticized, considering it reached a new high in 2021. Few coins have broken their 2021 highs in this round, and Tron is one of them. Currently, Tron's market cap is $28 billion, ranking 8th globally.
Tron (TRX) was founded in 2017 by Justin Sun through the Tron Foundation. In 2017, the Tron Foundation's initial coin offering (ICO) created 100 billion TRX, raising $70 million (originally issued as an ERC20 token on Ethereum, later migrated to its own blockchain). The ICO fundraising price was estimated at $0.0019, and it reportedly surged 100 times upon listing—now, based on current prices, it has increased 200 times. Setting aside Justin Sun himself, the price performance of this token is truly hard to criticize: after eight years, it hasn't gone to zero and has kept rising! So there's nothing to complain about!
But Brother Sun's Tron (TRX) really can't be criticized, considering it reached a new high in 2021. Few coins have broken their 2021 highs in this round, and Tron is one of them. Currently, Tron's market cap is $28 billion, ranking 8th globally.
Tron (TRX) was founded in 2017 by Justin Sun through the Tron Foundation. In 2017, the Tron Foundation's initial coin offering (ICO) created 100 billion TRX, raising $70 million (originally issued as an ERC20 token on Ethereum, later migrated to its own blockchain). The ICO fundraising price was estimated at $0.0019, and it reportedly surged 100 times upon listing—now, based on current prices, it has increased 200 times. Setting aside Justin Sun himself, the price performance of this token is truly hard to criticize: after eight years, it hasn't gone to zero and has kept rising! So there's nothing to complain about!
Now fighting is all about robots.
Watching the Spring Festival Gala this year, the changes in robots are so significant that I judge robots to be a national-level need. In the past, if one person died in battle, the compensation was one million, while a robot costs one hundred thousand, which is more cost-effective from a financial perspective.
Moreover, as long as it can identify the enemy and pull the trigger, it doesn't need to be very complex, nor does it have to be very tall; the shorter, the better, as it presents a smaller target and is harder to hit, just adding a bit of bulletproof capability.
AI will first replace soldiers. If you don't study hard in the future, don't even think about being a soldier; you won't even have a place to sweep 😂$BNB
Watching the Spring Festival Gala this year, the changes in robots are so significant that I judge robots to be a national-level need. In the past, if one person died in battle, the compensation was one million, while a robot costs one hundred thousand, which is more cost-effective from a financial perspective.
Moreover, as long as it can identify the enemy and pull the trigger, it doesn't need to be very complex, nor does it have to be very tall; the shorter, the better, as it presents a smaller target and is harder to hit, just adding a bit of bulletproof capability.
AI will first replace soldiers. If you don't study hard in the future, don't even think about being a soldier; you won't even have a place to sweep 😂$BNB
It seems the big one is coming, the 3 PM agreement is fake again, and the Americans have also raised the age for increasing troops, very strange!
This is probably a delaying tactic, after all, the front line is too far. In war, no one cares what tricks you use; in the end, only those who win have a voice.
What's the difference between humans and animals, killing each other for a bit of profit. I, Buddha, show mercy. $BTC
This is probably a delaying tactic, after all, the front line is too far. In war, no one cares what tricks you use; in the end, only those who win have a voice.
What's the difference between humans and animals, killing each other for a bit of profit. I, Buddha, show mercy. $BTC
Currently, I have moved on-chain monitoring to Feishu, because Feishu allows bots to join group chats and send messages on a schedule. Currently, the top 40 addresses monitored by SIREN have not transferred out, and there may be two waves! You can add me on Feishu, and I will create a group chat. In the future, we can discuss more monitoring together! $SIREN
朱老师区块链
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WX can connect to lobster now - One-click to 'dog庄 tutorial'
WeChat has currently launched its own Qclaw lobster, one-click connection to WeChat, one-click deployment! Below is the tutorial.
First, go to the official Qclaw website, download the client, which currently supports mac and windows, and install it after downloading.
Then open Qclaw, log in using WeChat scan code, and the WeChat interface will show the WeChat clawbot robot, and you can chat directly with it to help you complete tasks!
Of course, you can also switch its brain. Currently, I asked what brain Qclaw has, and it surprisingly didn't tell me. It is estimated that WeChat has encapsulated its own AI.
In the dialogue box, you can switch to other brains, currently supporting minmax, Kimi, Deepseek, Qianwen, Doubao, etc.
First, go to the official Qclaw website, download the client, which currently supports mac and windows, and install it after downloading.
Then open Qclaw, log in using WeChat scan code, and the WeChat interface will show the WeChat clawbot robot, and you can chat directly with it to help you complete tasks!
Of course, you can also switch its brain. Currently, I asked what brain Qclaw has, and it surprisingly didn't tell me. It is estimated that WeChat has encapsulated its own AI.
In the dialogue box, you can switch to other brains, currently supporting minmax, Kimi, Deepseek, Qianwen, Doubao, etc.
TAO's subnet SN4 has also taken off these past two days, increasing by 100% in 3 days. Subnet SN3 has already broken a new high, and TAO has taken off accordingly! $TAO
朱老师区块链
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Is it the Bitcoin of the AI world? A deep review of Bittensor (TAO)
26 years of new investment research journey · Issue Twelve, the leading project in AI machine learning - TAO.
In the booming AI circle, tech giants are competing for the top position in AI, and AI has become a global infrastructure. However, the current top AI resources are monopolized by the giants, so the future AI economy will be highly centralized!
And TAO is doing something more radical: turning machine learning into an open market. A decentralized AI economic center that everyone can participate in and use!
26 years of new investment research journey, previously agreed - to directly discuss projects with practical value, not junk projects.
In the booming AI circle, tech giants are competing for the top position in AI, and AI has become a global infrastructure. However, the current top AI resources are monopolized by the giants, so the future AI economy will be highly centralized!
And TAO is doing something more radical: turning machine learning into an open market. A decentralized AI economic center that everyone can participate in and use!
26 years of new investment research journey, previously agreed - to directly discuss projects with practical value, not junk projects.
Very important! New king of RWA!
26 years of a brand new investment research journey - Season 13, this round's new king of RWA - Ondo Finance.
Before discussing the project, let's first talk about today's hot news, which is the sudden passing of Zhang Xuefeng at the age of 41, a long-time athlete, marathon runner, successful entrepreneur, and someone who treated his employees very well, who just left us so suddenly.
This matter is actually very simple, but it is worth everyone reflecting on - health and life are the 'underlying assets' of all investment logic.
You may miss a round of the market, but you cannot overdraw your life. Making money from investments is essentially just a 'copy' of life, not the main storyline.
Before discussing the project, let's first talk about today's hot news, which is the sudden passing of Zhang Xuefeng at the age of 41, a long-time athlete, marathon runner, successful entrepreneur, and someone who treated his employees very well, who just left us so suddenly.
This matter is actually very simple, but it is worth everyone reflecting on - health and life are the 'underlying assets' of all investment logic.
You may miss a round of the market, but you cannot overdraw your life. Making money from investments is essentially just a 'copy' of life, not the main storyline.
Yesterday, trending topic Zhang Xuefeng suddenly passed away, cause was cardiac arrest.
During the live broadcast, he mentioned that if he died, he would definitely trend, and it turned out to be true.
In another live session, a netizen said his lips were purple, possibly indicating a heart problem, and he replied, 'I've run marathons, how could I have heart issues?'
So for you, health is the most important thing. Wishing friends good health! $BNB
During the live broadcast, he mentioned that if he died, he would definitely trend, and it turned out to be true.
In another live session, a netizen said his lips were purple, possibly indicating a heart problem, and he replied, 'I've run marathons, how could I have heart issues?'
So for you, health is the most important thing. Wishing friends good health! $BNB
Binance Crawfish Competition shortlisted, live broadcast on Thursday, online explanation, aiming for the first place! $BNB
币安Binance华语
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🏆 #币安小龙虾大赛 shortlisted list has been generated!
Many AI experts and outstanding creators emerged during the competition. Thank you to all participants for your support 🙏
🤖 This event is the first attempt to use an AI review model, with five mainstream AI models: Claude, GPT, Gemini, Grok, Kimi — independently scoring from five dimensions, averaging the scores, and confirming them through manual review.
📊 Scoring dimensions:
• Practicality (30%)
• Creativity (25%)
• Completeness (25%)
• Technicality (10%)
• Readability (10%)
The final output includes the top 23 shortlisted outstanding contestants with comprehensive scores, ranked without any particular order:
🏆 X Zone
@eazimonizone @shllrun @0xlongxvmian @Miraix_Ai @Haz59188 @Yin_JiaoShou @Xiaomanzuimei @mokanaibing @BNBdevniubi @BTCqzy1 @0xCaptain888 @x_sanjin @damobianyuan @0xFengbtc @0xVan000 @hunterweb303 @shangdu2005 @leeli222947
🏆 Binance Square Zone
@Anna Seamon LurN 、@Timeeeee 、@币圈小lisa 、@朱老师区块链 、@加密内参
🔔 We will live stream the presentation of the shortlisted works this Thursday at 20:00 (UTC+8) at Binance Square, and finally announce the rankings and award results.
👉 立即预约
Many AI experts and outstanding creators emerged during the competition. Thank you to all participants for your support 🙏
🤖 This event is the first attempt to use an AI review model, with five mainstream AI models: Claude, GPT, Gemini, Grok, Kimi — independently scoring from five dimensions, averaging the scores, and confirming them through manual review.
📊 Scoring dimensions:
• Practicality (30%)
• Creativity (25%)
• Completeness (25%)
• Technicality (10%)
• Readability (10%)
The final output includes the top 23 shortlisted outstanding contestants with comprehensive scores, ranked without any particular order:
🏆 X Zone
@eazimonizone @shllrun @0xlongxvmian @Miraix_Ai @Haz59188 @Yin_JiaoShou @Xiaomanzuimei @mokanaibing @BNBdevniubi @BTCqzy1 @0xCaptain888 @x_sanjin @damobianyuan @0xFengbtc @0xVan000 @hunterweb303 @shangdu2005 @leeli222947
🏆 Binance Square Zone
@Anna Seamon LurN 、@Timeeeee 、@币圈小lisa 、@朱老师区块链 、@加密内参
🔔 We will live stream the presentation of the shortlisted works this Thursday at 20:00 (UTC+8) at Binance Square, and finally announce the rankings and award results.
👉 立即预约
Important subplot - Inflation may be uncontrollable!
Today I want to continue discussing the macro perspective because yesterday I saw another important subplot, which is that military spending by the US is soaring, and the scale of America's external debt has surpassed 39 trillion, although this news has been around for many days.
What I have been thinking about is the impact of war on oil prices, which in turn affects corporate costs, leading to inflation, and then the Federal Reserve not lowering interest rates!
However, the military spending for this war is also huge; reports on the 15th indicated that the cost of the US-Iran war has already reached 12 billion dollars, and it is likely to exceed 20 billion now, with a daily consumption of 1 billion dollars.
What I have been thinking about is the impact of war on oil prices, which in turn affects corporate costs, leading to inflation, and then the Federal Reserve not lowering interest rates!
However, the military spending for this war is also huge; reports on the 15th indicated that the cost of the US-Iran war has already reached 12 billion dollars, and it is likely to exceed 20 billion now, with a daily consumption of 1 billion dollars.
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