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如果你删除市值/交易量较低的叙述,剩下的顶级叙述是什么?
🟦蓝色 = 与MEME相关
🟧橙色 = 嗯...其他
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One of the most beautiful charts of TVL and my biggest long-term #RWA bag 🤝 I have to prepare some public research for @maplefinance finance too 🤔
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$BTC LSD/LST on the run 📈 Any bets?
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Around $300 mil. in stablecoins minted on BSC chain in the last week 🤔 At the same @lista_dao grows on TVL af: Give me @VenusProtocol TVL pump or pump on BSC DEX volume and $BNB or small caps in it's ecosystem could be a good bet 🫡
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Today is an international rug day or something? 🤔 $ARTIC $TAP
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Unichain, Uniswap V4, and the impact on ETH and other projects Here’s a brief reflection: As most of you probably know, Uniswap is set to operate #Unichain (its own Layer 2 built on Superchain with finality around 250ms). I can imagine that Uniswap will want to shift a significant portion of its activities to this new chain. They are already moving in this direction, and in collaboration with ACX, they have created the ERC-7683 standard, which will be supported by Unichain: https://t.co/2Va7DDXFCB (essentially a settlement contract where you lock your assets, and it waits for "processing" on the other side. Once completed, you receive your token as part of the cross-chain swap). Who benefits from this? 🐂 Naturally, @Uniswap ( $UNI ), but also @Optimism ( $OP ) (since Unichain is built on OP's Superchain) and $ACX (due to the cooperation and partnership around ERC-7683). Additionally, part of the fees will flow to Optimism because Uniswap is leveraging their technology. For whom it's bearish? 🐻 Ethereum ( $ETH ). Uniswap is one of the most significant contributors to ETH fees (around $450 million annually). If Uniswap manages to move a portion of its trading activity to its own Layer 2, where the fees go to Optimism, ETH could lose a substantial part of its "revenue." Similarly, Uniswap V4 is bearish for ETH (see my previous research about it here: https://t.co/F7yaRT5duH), as the contract creation and optimization of multi-hop swaps via the Singleton model will lead to lower fees for swaps in general. Resources: https://t.co/jWUOQdNWin
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