业余加密研究员

#十月加密行情 Been in the game for a while, and many familiar faces have disappeared. Have they hit the jackpot or retired from the grind?

#zk
$ZK
Regarding the basic on-chain data, the total locked position on the chain is currently 135.1m USD 135 million, ARB is 3 billion, OP is 720 million, ZK total is 21 billion, and the fully diluted market value is 5 billion+
The total number of on-chain ecological DeFi projects is 104, and the overall locked position amount is concentrated in the top 18

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v: Bitcoin177

$ZK rug chain is not to mention, the project owner has very bad character

1. Ethereum
Advantages:
Broad developer community: Ethereum has the largest developer community, rich development tools and resources.
Mature ecosystem: A large number of DeFi and NFT projects, as well as various middleware and infrastructure.
Security: Ethereum has been running for many years, and its security and stability have been verified.
Disadvantages:
High transaction fees: Transaction fees on the Ethereum network are high, especially when the network is congested.
Scalability issues: Although Ethereum 2.0 and Layer 2 solutions (such as Arbitrum and Optimism) are working hard to improve scalability, there are still certain limitations.
2. Polygon (formerly Matic)
Advantages:
Low transaction fees: Compared with Ethereum, Polygon's transaction fees are extremely low.
High throughput: Able to handle a large number of transactions, it is very suitable for games that require frequent transactions.
Compatible with Ethereum: Polygon is Ethereum's Layer 2 expansion solution and can leverage Ethereum's ecosystem.
Disadvantages:
Degree of centralization: Compared with Ethereum, Polygon is less decentralized.
3. Solana
Advantages:
High performance: Solana can handle thousands of transactions per second (TPS) with low latency, making it ideal for games that require high-frequency transactions.
Low transaction fees: Transaction fees are extremely low, making it suitable for scenarios with a large number of small transactions.
Disadvantages:
Emerging ecosystem: Although growing rapidly, the ecosystem and developer tools are not as mature as Ethereum.
Decentralization controversy: Some community members have questioned its degree of decentralization.
4. Binance Smart Chain (BSC)
Advantages:
Low transaction fees: BSC's transaction fees are much lower than Ethereum's.
High throughput: It can handle a large number of transactions.
Compatibility: Compatible with the Ethereum Virtual Machine (EVM), developers can easily port DApps on Ethereum.
Disadvantages:
Degree of centralization: BSC has a small number of nodes, is controlled by Binance, and has a low degree of decentralization.
5. Sui Network and Aptos
Advantages:
High performance and low latency: Both chains focus on high performance and low latency, making them particularly suitable for gaming applications that require high-frequency transactions.
Innovative consensus mechanism: As mentioned above, Sui Network and Aptos use innovative consensus mechanisms to improve the network's scalability and transaction processing capabilities.
Move programming language: Move language has advantages in security and concurrent processing#ETH

$SUI #sui/usdt

Share my financial strategy for Sui spot
Although Sui and APT are both from Facebook and use the Move language as the new underlying architecture, the difference between the two is huge. I will talk about it next time

Everyone should know that each project or public chain will send a certain amount of airdrops to the community to quickly gain market popularity. Sui's airdrop format is different from other projects. Most other projects are for you to interact with the test network or main network to give you some. Sui keeps you in its ecosystem and it will continue to reward you. For details, see the figure below

Part of my position is in Cetus to mine the Sui-USDC trading pair. If If it is 20% above or below, then my annual return will be about 80%. The other part is held in spot and exchanged for VSUI or AFSUI, which is similar to ETH's LRT. The annual return is 35-45%. The other one is chasing higher returns, of course, small positions. I put it in KRiya and it will automatically reinvest my LP rewards. In addition, I will use the idle U to mine SUI. Because it is a stable currency LP, there is no volatility risk. The return is 28-30% of the annual return. These rewards are subsidies from the SUI Foundation, which can be said to be a disguised airdrop. I think the subsidy intensity of the SUI Foundation for users on the chain is very large, so if you have SUI spot, you can start financial management! This article only introduces SUI financial management. The next article will introduce the characteristics and current development status of the SUI chain, as well as all product experiences and the differences between SUI and APTOS.

#PYTHUSDT📈 #LINKUSD

$LINK $PYTH

In theory, the oracle track should be a winner-takes-all track, but pyth and link have different focuses. Link is rooted in evm, and pyth focuses on non-evm, apt, sui, sol. I think one thing that pyth is better than link is that its quotation is fast and can be actively retrieved, while link keeps pushing it to you. Link's focus has now shifted to rwa. Link's market share is 45%-50%, and pyth currently accounts for about 8%. When the market is very bad and bearish, I should go to stock up some pyth. It still has room for survival. In addition, pyth will distribute airdrops of other projects when it goes to the official website for staking. It is estimated that the token unlocking knife will also distribute income to link holders to a certain extent like link in the future. So if the friends who hold pyth are cut in half, they should still hold it. This is a long-term benchmark.