You entered the circle late, you have been deceived too little.
观道
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Check the information more often, looking from high to low. Laziness is a disease. Ninety percent of people in the crypto circle have a common understanding that domestic coins are not good. Often, the truth is only held by a few. Extremes will turn into opposites. Those who are solidified by cognitive inertia will always miss the opportunity to make money. This time, the Hong Kong stablecoin bill also stipulates that stablecoins can only be used overseas, meaning that Hong Kong, Macau, and Hainan, which will close in December, are all pilot areas. For domestic use, technology will be employed, while offshore stablecoins will be used for cross-border trade settlement. The original intention of blockchain is to improve productivity and develop the economy, not some nonsense about decentralization. As long as there are people, it is centralized; do not be brainwashed. We are here to make money, not to be manipulated by religious rhetoric, which would be a distortion of priorities. As long as something can solve the high fees and inefficiencies of cross-border trade and avoid the suppression of the US SWIFT system as much as possible, it will definitely have its own space for survival. We do not expect it to overturn any hegemony, but it cannot be ignored that it has its unique value and ecological development space. Different people see it differently, and the CFX tree diagram is a future pole.
Give you the next trap, hurry up and kneel to thank the Lord for His grace
观道
·
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Check the information more often, looking from high to low. Laziness is a disease. Ninety percent of people in the crypto circle have a common understanding that domestic coins are not good. Often, the truth is only held by a few. Extremes will turn into opposites. Those who are solidified by cognitive inertia will always miss the opportunity to make money. This time, the Hong Kong stablecoin bill also stipulates that stablecoins can only be used overseas, meaning that Hong Kong, Macau, and Hainan, which will close in December, are all pilot areas. For domestic use, technology will be employed, while offshore stablecoins will be used for cross-border trade settlement. The original intention of blockchain is to improve productivity and develop the economy, not some nonsense about decentralization. As long as there are people, it is centralized; do not be brainwashed. We are here to make money, not to be manipulated by religious rhetoric, which would be a distortion of priorities. As long as something can solve the high fees and inefficiencies of cross-border trade and avoid the suppression of the US SWIFT system as much as possible, it will definitely have its own space for survival. We do not expect it to overturn any hegemony, but it cannot be ignored that it has its unique value and ecological development space. Different people see it differently, and the CFX tree diagram is a future pole.
Check the information more often, looking from high to low. Laziness is a disease. Ninety percent of people in the crypto circle have a common understanding that domestic coins are not good. Often, the truth is only held by a few. Extremes will turn into opposites. Those who are solidified by cognitive inertia will always miss the opportunity to make money. This time, the Hong Kong stablecoin bill also stipulates that stablecoins can only be used overseas, meaning that Hong Kong, Macau, and Hainan, which will close in December, are all pilot areas. For domestic use, technology will be employed, while offshore stablecoins will be used for cross-border trade settlement. The original intention of blockchain is to improve productivity and develop the economy, not some nonsense about decentralization. As long as there are people, it is centralized; do not be brainwashed. We are here to make money, not to be manipulated by religious rhetoric, which would be a distortion of priorities. As long as something can solve the high fees and inefficiencies of cross-border trade and avoid the suppression of the US SWIFT system as much as possible, it will definitely have its own space for survival. We do not expect it to overturn any hegemony, but it cannot be ignored that it has its unique value and ecological development space. Different people see it differently, and the CFX tree diagram is a future pole.
[Iron Eagle Nuclear Alert] The Federal Reserve opens the trillion-dollar floodgate! Powell declares: Bank vaults directly connect to the crypto world! Countdown to the closure of the last window for grassroots wealth explosion!
Chapter One: Historic Betrayal! The Federal Reserve surrenders to the crypto empire "The banking system is authorized to serve the cryptocurrency industry" — Powell's 18 words are, in fact, the Federal Reserve's death sentence for the traditional financial order! Essential Decoding: This is not 'allowing transfers'; it is authorizing JPMorgan, Citibank, and other giants to directly feed the crypto world with depositors' funds! Deadly Clause: Banks can engage in exchange clearing, stablecoin issuance, and mining credit three major core businesses, officially linking traditional finance with the crypto world! Chapter Two: Financial Nuclear Explosion! Unlocking the trillion-dollar fiat ammunition depot
Nuclear-level news! The central bank's statement ignites a new battlefield for stablecoins. Tonight, keep a close watch on these two life-and-death lines.
【Technical nuclear explosion】
Pan Gongsheng dropped a bombshell this morning at the Lujiazui Forum: Blockchain + distributed ledger directly shatters the cross-border payment chain! Cross-border transfers reduced from 3 days to 10 seconds, transaction fees cut from 6% to 0.6%, even the coffin lid for those old SWIFT dinosaurs can hardly hold on. This is not wishful thinking — the international operation center for digital RMB officially launched today, with leaked data from the Hong Kong sandbox showing that the daily transaction volume for cross-border payments has surpassed 8 billion dollars, and on-chain settlement speed has skyrocketed to 3000 transactions per second, directly rubbing USDT into the ground.
What's even more ruthless is the smart contract, this dragon-slaying sword: automatic settlement, real-time auditing, and full-chain monitoring of fund flows, the traditional bank's “T+3” settlement model has been swept into the historical junk pile.
【The bloody game between regulation and the market】
1. Compliance arms race
Digital RMB shows its cards: 100% fiat currency reserves + monthly on-chain audits + central bank credit endorsement, this is charging into the USDT and USDC marketplace with a machine gun!
2. The end of the wild path
On-chain monitoring detected that a whale dumped 89 million USDT last night to invest in the digital RMB ecosystem, causing the USDT premium on offshore exchanges to collapse to 0.008 in an instant.
Even more terrifying is Binance's sudden increase of 27 million USDC minting this morning, clearly aiming to strike a compliance combo with the central bank.
3. The life-and-death speed between technology and regulation
Decentralized finance (DeFi) and regulators are playing a “cat and mouse game”:
Regulatory blade: The SEC requires all stablecoin projects to complete compliance registration by June 24, otherwise face a global delisting.
Technological breakthrough: AAVE, COMPOUND upgraded their smart contracts overnight, creating a dynamic reserve proof system to counter scrutiny.
【Tonight, two major explosive points must be monitored】
Binance's nuclear button: The compliance stablecoin area is expected to go live tonight at 11 PM, countdown starts for banning trading of unverified assets.
On-chain nuclear bomb: The digital RMB reserve address 0x37d...a9c has suddenly increased by 1.8 billion USDC, suspected to be a cross-border liquidity pool in preparation. #GENIUS稳定币法案 $BTC {future}(BTCUSDT) Follow me, I will help you get ahead of others and create an information gap.
Nuclear-level news! The central bank's statement ignites a new battlefield for stablecoins. Tonight, keep a close watch on these two life-and-death lines.
【Technical nuclear explosion】
Pan Gongsheng dropped a bombshell this morning at the Lujiazui Forum: Blockchain + distributed ledger directly shatters the cross-border payment chain! Cross-border transfers reduced from 3 days to 10 seconds, transaction fees cut from 6% to 0.6%, even the coffin lid for those old SWIFT dinosaurs can hardly hold on. This is not wishful thinking — the international operation center for digital RMB officially launched today, with leaked data from the Hong Kong sandbox showing that the daily transaction volume for cross-border payments has surpassed 8 billion dollars, and on-chain settlement speed has skyrocketed to 3000 transactions per second, directly rubbing USDT into the ground.
What's even more ruthless is the smart contract, this dragon-slaying sword: automatic settlement, real-time auditing, and full-chain monitoring of fund flows, the traditional bank's “T+3” settlement model has been swept into the historical junk pile.
【The bloody game between regulation and the market】
1. Compliance arms race
Digital RMB shows its cards: 100% fiat currency reserves + monthly on-chain audits + central bank credit endorsement, this is charging into the USDT and USDC marketplace with a machine gun!
2. The end of the wild path
On-chain monitoring detected that a whale dumped 89 million USDT last night to invest in the digital RMB ecosystem, causing the USDT premium on offshore exchanges to collapse to 0.008 in an instant.
Even more terrifying is Binance's sudden increase of 27 million USDC minting this morning, clearly aiming to strike a compliance combo with the central bank.
3. The life-and-death speed between technology and regulation
Decentralized finance (DeFi) and regulators are playing a “cat and mouse game”:
Regulatory blade: The SEC requires all stablecoin projects to complete compliance registration by June 24, otherwise face a global delisting.
Technological breakthrough: AAVE, COMPOUND upgraded their smart contracts overnight, creating a dynamic reserve proof system to counter scrutiny.
【Tonight, two major explosive points must be monitored】
Binance's nuclear button: The compliance stablecoin area is expected to go live tonight at 11 PM, countdown starts for banning trading of unverified assets.
On-chain nuclear bomb: The digital RMB reserve address 0x37d...a9c has suddenly increased by 1.8 billion USDC, suspected to be a cross-border liquidity pool in preparation. #GENIUS稳定币法案 $BTC {future}(BTCUSDT) Follow me, I will help you get ahead of others and create an information gap.
——Understanding the two 'turbocharged' carriages of AI Agent:
1) Virtuals is relatively closed and has taken an 'Apple-like' ecological expansion route, which certainly has advantages in the early stages. AI Agent projects within the ecosystem can synergistically form potential energy, continuously empowering Virtuals, while ai16z is more open-source, resembling an 'Android-like' developer ecological alliance route. In the early stages, most of ai16z's related coins have weaker relationships, which can create a sense of chaos in the market.
2) Virtuals had a complete Tokenomics early on, requiring users to stake tokens to create AI Agents. Users need to consume Virtuals to purchase new AI Agent tokens; thus, as more AI Agents are issued on Virtuals, the demand for Virtuals tokens increases, naturally creating a positive growth flywheel effect. However, Virtuals focuses on being an asset issuance platform, providing a standard AI Agent framework, leading to heavier homogeneity among the AI Agents on the platform.
🔥 Understand the recently popular $ai16z behind ElizaOS and $ELIZA in one minute
1. What is ElizaOS? 2. What is the relationship between ElizaOS and ai16z? 3. What is the relationship between the $ELIZA token and ElizaOS? 4. Who are the competitors of ElizaOS? 5. What is the recently popular TEE? What is its relationship with ElizaOS?
1. What is ElizaOS? ElizaOS is an open-source agent development framework primarily developed by @ai16zdao co-founder @shawmakesmagic. Using this framework, developers can quickly create agents that integrate large language models and web2 media interactions (such as tweeting on Twitter). See the attached diagram for architecture.
2. What is the relationship between ElizaOS and ai16z? ElizaOS is launched by ai16z, and ai16z's own investment agent @degenspartanai is also developed based on ElizaOS.
3. What is the relationship between the $ELIZA token and ElizaOS? The uppercase $ELIZA @elizawakesup and the lowercase $eliza are operated by independent teams, with the uppercase $ELIZA team led by @AvaDoesAI, while the lowercase team is community-operated.
The uppercase $ELIZA positions itself as the virtual character ELIZA, gaining endorsement from members of the official ai16z team. $ELIZA is comparable to the $Luna on the base chain.
4. Who are the competitors of ElizaOS? ElizaOS faces competition from other open-source frameworks. Currently, the Solana-native $arc @arcdotfun has also gained significant attention, along with zerebro @0xzerebro and @virtuals_io on the base chain.
5. What is the recently popular TEE? What is its relationship with ElizaOS? TEE aims to provide an isolated and protected execution environment for AI systems, ensuring AI operates autonomously without human control. Related on-chain tokens include $spore @sporedotfun and $metav @aipool_tee, while the secondary market token $pha @PhalaNetwork is also closely related to TEE.
ElizaOS plans to support TEE and collaborate with @PhalaNetwork.
If you find the above information helpful, please like and share.
1. I am optimistic about AI + DePIN, it is indeed a perfect match.
2. I am not optimistic about AI + MEME; to put it simply, it is still asset issuance. The crypto space does not lack channels and methods for issuing assets. Every narrative MEME will give birth to fixed leaders, and most importantly, if a MEME is tied to a fixed narrative, it will face significant limitations, just like $ACT.
3. I am optimistic about AI Agents. I have seen such projects in the blockchain space, where AI understands user intentions through chat dialogues and ultimately executes actions. However, AI Agents can take many forms; just like the future development of crypto and intentions, we should not be fixated on being entirely on-chain, as many niche AI Agent projects can emerge.
After reading the full text, I feel that Haotian is betting on AI + Crypto + MEME to create FOMO and attract funding and users from outside the circle. This idea probably came about a month late?
I still don’t have a strong feeling about the final conclusion of "AI Agent + AI MEME + AI Platform + AI DePIN."
Mainly because the current Web2 AI has not sparked the transformative change that was imagined.
Of course, if the leading true AI companies start building in Web3 directly, it could create a very different scenario!
1. I am optimistic about AI + DePIN, it is indeed a perfect match.
2. I am not optimistic about AI + MEME; to put it simply, it is still asset issuance. The crypto space does not lack channels and methods for issuing assets. Every narrative MEME will give birth to fixed leaders, and most importantly, if a MEME is tied to a fixed narrative, it will face significant limitations, just like $ACT.
3. I am optimistic about AI Agents. I have seen such projects in the blockchain space, where AI understands user intentions through chat dialogues and ultimately executes actions. However, AI Agents can take many forms; just like the future development of crypto and intentions, we should not be fixated on being entirely on-chain, as many niche AI Agent projects can emerge.
After reading the full text, I feel that Haotian is betting on AI + Crypto + MEME to create FOMO and attract funding and users from outside the circle. This idea probably came about a month late?
I still don’t have a strong feeling about the final conclusion of "AI Agent + AI MEME + AI Platform + AI DePIN."
Mainly because the current Web2 AI has not sparked the transformative change that was imagined.
Of course, if the leading true AI companies start building in Web3 directly, it could create a very different scenario!
What is a Bio-Protocol (BIO)? Bio-Protocol Overview
What is Bio Protocol (BIO)? Bio Protocol (BIO) is a management and liquidity provider protocol designed to advance decentralized science (DeSci). BIO's mission is to accelerate the biotechnology industry by empowering patients, scientists and global biotech experts to fund, develop and own projects and intellectual property (IP) in the form of tokens. The Bio Protocol team includes experts who were involved in the establishment of Molecule, a platform for tokenizing medical projects, and VitaDAO, a decentralized community focused on the science of longevity. What problem does Bio Protocol solve?
1) A major country among the G7 or BRICS will establish and announce a strategic Bitcoin reserve; 2) Stablecoins will continue to grow, doubling in size to over $400 billion; 3) Bitcoin DeFi supported by L2 will become a major growth trend; 4) Bitcoin ETFs will continue to surge, with new cryptocurrency-focused ETFs emerging; 5) A company among the 'Seven Sisters' of US stocks will add Bitcoin to its balance sheet (beyond Tesla); 6) The total market capitalization of cryptocurrencies will exceed $8 trillion; 7) A resurgence of crypto startups, with the US becoming a global crypto powerhouse again.
When I saw it, I felt that BIO @bioprotocol would be this year's Portal, which is simply a presale, with a good background + concept, and the script leading directly to Binance.
As the leader in the DeSci track, Bio carries the expectation of opening up a new track, with a guaranteed 1B aiming at a track-level opportunity of 10B. Currently, it is at an off-market price of 0.5u, basically in the initial circulation MC price range of 700 million.
Reviewing this track itself has brought too many opportunities to everyone.
- Initially noticed from the investment announcement of Binance Labs that this track narrative is very new and aligns with the preferences and industry outlook predictions revealed in a series of previous statements from cz. - When I saw the presale opportunity, I mainly thank @Luyaoyuan1 for sharing this opportunity at the beginning. At first, I thought it was arbitrage, but after watching for a while, I directly chose the few coins with the best liquidity to fill the presale. - The reason that prompted me to invest some money was that it coincided with Devcon's bio event, where Vitalik and cz attended their event, and I was also at devcon, with the discussion heating up. - After the event, two leading memes of the DeSci track appeared: $RIF $URO — this is another M-level opportunity. - The off-market accumulation cost of 0.32-0.35 allows for quite a bit of inventory, and since I am optimistic about the track, I continued to accumulate more.
Why does this track work? Because it is inherently linked to the political and economic lines summarized earlier with @0xcryptowizard. I believe that life sciences and research are important economic lines, and longevity is one of the consensus topics that humanity cares about, so I am still very optimistic about the opportunities in this track.
However, my cost is relatively low, so there may be a result theory where the bottom line dictates the brain. I do not provide investment advice; I am simply sharing a review of the entire track's opportunity thinking path.
For a bull market, the most important thing is not to acquire information, but to conduct in-depth analysis. When encountering information, it is essential to group up with some smart friends around who can charge together, so that when opportunities arise, a complete strategy can be analyzed — **execution** is the most important. The biggest fear is missing opportunities due to laziness and being in a comfort zone.
On December 23, Binance announced the launch of the 63rd Launchpool project, Bio Protocol (BIO) @bioprotocol.
What is Bio Protocol?
BIO Protocol is a curation and liquidity protocol in the decentralized science (DeSci) field, first invested in by Binance Labs, aimed at supporting and providing resources for scientific research projects to promote research innovation.
You can think of it as the 'on-chain science version of Y Combinator.'
BIO Protocol includes core components such as BioDAO, curation systems, IP commercialization, liquidity, and incentive mechanisms, building a diverse and highly participatory community through multiple rounds of auctions and airdrop programs, laying the foundation for a decentralized biomedical research network.
Among these, the most important is BioDAO, which raises funds through token sales and uses those funds to support and develop biotechnology projects related to its mission, creating shared intellectual property ownership among its members.
According to official information, there are currently 7 sub-DAOs that have successfully launched, with 3 sub-DAOs still in progress, raising a total of $23.5 million and deploying $7.2 million in research funding.
The 7 launched sub-DAOs are:
- $VITA (VitaDAO): A group focused on funding early longevity research, which has received investment from Pfizer. During Devcon, VitaDAO also showcased its first longevity product, VD001, a high-dose spermidine supplement approved by the Thai Food and Drug Administration.
It is worth noting that BIO Protocol co-founder Paul Kohlhaas @paulkhls is also the initiator of VitaDAO and the author of the VitaDAO white paper.
- $ATH (AthenaDAO): Focused on reproductive health research and drug discovery for women.
- $GROW (ValleyDAO): A decentralized, community governance platform focused on anti-aging drugs and longevity projects.
- $PSY (PsyDAO): Focused on psychedelic science research, which completed its first PSY token sale in mid-November 2024, raising $2 million.
- $HAIR (HairDAO): Aims to address hair loss issues and has launched the Follicool shampoo product, free of harmful parabens or sulfates. Consumers receive 1 million POO tokens for each bottle of FolliCool purchased ($49.95).
- $CRYO (CryoDAO): Dedicated to advancing cryopreservation research.
- $NEURON (CerebrumDAO): Promoting brain health, having raised over $1.5 million.
pump science: A DeSci funding platform sponsored by the Solana Foundation
In September of this year, the Solana Foundation provided a grant to Molecule, a company founded by the co-founder of BIO Protocol, to build the Solana-based DeSci funding platform pump.science, established on Pump.fun.
Currently, two experimental studies are underway on the pump.science platform, which are:
Rifampicin (RIF) Urolithin A (URO)
Both of these experiments are currently in the fruit fly testing stage.
RIF is an important antibiotic primarily used to treat bacterial infections such as tuberculosis, Mycobacterium avium complex, leprosy, and legionnaires' disease. Research has found that it can activate the natural defense mechanisms of cells in tiny organisms like Caenorhabditis elegans, helping to resist stress and damage.
URO is a compound produced by the human body after digesting foods rich in ellagitannins, such as pomegranates. Its main function is to promote mitochondrial autophagy, which means clearing out aging and dysfunctional mitochondria to provide growth space for new, healthy mitochondria. Human studies have shown that this substance holds promise in improving muscle health and enhancing energy levels.