最新数字货币资讯与区块链新闻 - 市场趋势分析

RT @calvinfroedge: Imagine investing in the world's most significant copper / gold deposit, located in the United States, and then you're down 38% in one day because of salmon Whatever earnings disappointment you're currently whining about, it could always be worse https://t.co/5ksdMEarwC

@calvinfroedge:Imagine investing in the world's most significant copper / gold deposit, located in the United States, and then you're down 38% in one day because of salmon Whatever earnings disappointment you're currently whining about, it could always be worse https://t.co/5ksdMEarwC

@VinnyLingham

@Pladizow We finally agree

@PhilCrypto77

RT @colin_gladman: When Scottie Pippen thinks he’s bull posting for Bitcoin. $BTC https://t.co/KEBFfEBJEK

@colin_gladman:When Scottie Pippen thinks he’s bull posting for Bitcoin. $BTC https://t.co/KEBFfEBJEK

@karl_dot_tech

RT @jinglejamOP: Base forked the OP Stack. Here's how I'm thinking about it from a technical and economic standpoint. Tech: OP Stack continues to be the best stack my frens. Make no mistake - it is a combination of our tech and Coinbase GTM that made Base the biggest L2. As Base grew, we (+Sunnyside, Flashbots, Paradigm) shipped the features that kept the chain up, scaled it, lowered fees, and made operating the chain vastly more profitable. Our code still processes 13% of all transactions in crypto. If you want the most scalable, highest reliability, and most production-hardened stack, that’s the OP Stack. Today, the “Unified Base Stack” shares 99% of its code with the OP Stack/ Flashbots/ Reth, and there remains major overlap in the roadmap. Because of that, Base will continue to be an OP Enterprise customer. If Base makes so many changes that it's no longer recognizable as the OP Stack then they will no longer require “Mission Critical” support fr

@jinglejamOP:Base forked the OP Stack. Here's how I'm thinking about it from a technical and economic standpoint. Tech: OP Stack continues to be the best stack my frens. Make no mistake - it is a combination of our tech and Coinbase GTM that made Base the biggest L2. As Base grew, we (+Sunnyside, Flashbots, Paradigm) shipped the features that kept the chain up, scaled it, lowered fees, and made operating the chain vastly more profitable. Our code still processes 13% of all transactions in crypto. If you want the most scalable, highest reliability, and most production-hardened stack, that’s the OP Stack. Today, the “Unified Base Stack” shares 99% of its code with the OP Stack/ Flashbots/ Reth, and there remains major overlap in the roadmap. Because of that, Base will continue to be an OP Enterprise customer. If Base makes so many changes that it's no longer recognizable as the OP Stack then they will no longer require “Mission Critical” support from us. Economics: This is a hit to near-term onchain revenues. But as cryptotwitter has been saying for ages, we needed to evolve our biz model. We used to just say “everybody joins the Superchain and pays revshare” no matter who the customer was. We introduced OP Enterprise in January and we now have tiers of specific support and SLAs based on what different chains need. Base is on OP Enterprise: Mission Critical Support tier. We made this tier for self-managed chains that want customizations. There’s also “OP Enterprise: Fully Managed” for people who prioritize convenience. Base used to need that. They have evolved. The reason we made this MIT licensed in the beginning was to encourage forks in order to become the standard way rollups get built. We accomplished that - Blast, MegaETH, opBNB, and many more are all forks of the OP Stack. All 3rd party services and tools have OP Stack-compatible integrations. We built and scaled the fastest growing blockchain in crypto, and are now helping our partners create and execute on that playbook. We’re a strategic partner offering faster time to market, and exclusive knowledge of how to handle the largest production workloads. Coinbase is doubling down on their blockchain. That’s validation that every business will have its own blockspace. A vast majority of these businesses will utilize the OP Stack for their chains. Thank you all for reading this, and for thinking about Optimism and our strategy. Now back to building.

@PhilCrypto77

Miami, Dubai, and Singapore are the new wealth capitals of the world. That’s it. That’s the tweet

@haydenzadams

Snapshot vote is live here: https://t.co/HDhejwTFvw

@haydenzadams

Since UNIfication, we’ve monitored the first wave of fees on v2 and a large subset of v3 pools on mainnet Rollout went very well, with market adjusted TVL up and burn working efficiently Now, we propose enabling fees on remaining v3 pools + eight more chains More 🔥 to come

@VinnyLingham

RT @onechancefreedm: Bitcoin Is Being Treated Like Leverage While Gold Gets Treated Like Collateral When oil, gold, and silver rip higher on a geopolitical headlines, and Bitcoin sells off at the same time, most people reach for the explanation that it’s risk off. That’s not quite it. What you’re seeing is a collateral hierarchy event. Energy is reacting to a real supply risk shock, metals are moving as geopolitical and sovereignty hedges, and Bitcoin is trading like a leveraged risk position, the one people cut first when funding conditions tighten and leverage gets more costly. Why Higher Oil Doesn’t Mean Risk On Start with oil. Oil is risk premium with markets assigning a higher probability to disruption. That flows straight into inflation risk, and inflation risk flows into the bond market as term premium. You can see it in the broader setup where long end yields staying sticky. Bitcoin usually does best when real yields are falling and liquidity

@onechancefreedm:Bitcoin Is Being Treated Like Leverage While Gold Gets Treated Like Collateral When oil, gold, and silver rip higher on a geopolitical headlines, and Bitcoin sells off at the same time, most people reach for the explanation that it’s risk off. That’s not quite it. What you’re seeing is a collateral hierarchy event. Energy is reacting to a real supply risk shock, metals are moving as geopolitical and sovereignty hedges, and Bitcoin is trading like a leveraged risk position, the one people cut first when funding conditions tighten and leverage gets more costly. Why Higher Oil Doesn’t Mean Risk On Start with oil. Oil is risk premium with markets assigning a higher probability to disruption. That flows straight into inflation risk, and inflation risk flows into the bond market as term premium. You can see it in the broader setup where long end yields staying sticky. Bitcoin usually does best when real yields are falling and liquidity is getting easier. Right now it’s the opposite. Even if the oil spike is only short term, it still lifts near term inflation risk, which keeps long yields under upward pressure and tightens financial conditions. Gold can still rally in that mix because it’s a proven geopolitical hedge and reserve asset. Bitcoin often can’t, because the marginal buyer is more leverage and funding sensitive. The Collateral Stack Explains The Divergence The deeper reason Bitcoin diverges in moments like this is that the market doesn’t treat these assets the same inside the global financial plumbing. Gold sits higher in the collateral stack. Central banks buy it, store it, and treat it as neutral in a world where sanctions and counterparty risk are now central features of geopolitics. It’s not that gold got some universal regulatory promotion overnight and people tend to overplay the Basel and HQLA angle. The real point is that in a crisis, gold already has an established role. It’s widely held by central banks, it’s easy to finance, and the plumbing around it is deep and decades old. Bitcoin doesn’t have that same institutional footing yet. A lot of crypto still lives outside the core banking system, and the rules for regulated balance sheets make it costly to treat as true, high quality collateral. So when stress hits, gold can pull in reserve style buying, while Bitcoin more often trades like high beta exposure that gets cut first to reduce risk or meet margin. The Market Structure Mechanics Make It Worse Crypto trades 24/7 in a market that’s still thinner than major FX or rates, and it’s tightly wired into perpetual futures where leverage can unwind fast. So even if the long term story is “digital gold,” the short term reality is that when conditions get tighter and volatility rises, Bitcoin often becomes the quickest place to reduce risk. That doesn’t kill the thesis, it just tells you the current regime isn’t one where liquidity is expanding and risk appetite is being rewarded. In that kind of tape, money tends to gravitate toward the most widely accepted hedges and the most reliable forms of collateral, not high beta assets that behave like leveraged liquidity exposure. My Take Even if the oil spike is short lived, it still lifts near term inflation risk and tightens conditions while it lasts, hitting consumers and margins at the same time delinquencies, CRE stress, and refinancing pressure are already rising so markets can float for a bit, but the setup gets more fragile. That’s also why Bitcoin is diverging because in this kind of tape, gold and silver get bought as accepted crisis hedges, while Bitcoin trades like leveraged liquidity exposure and is often the first thing cut when volatility rises. The flip usually comes when the tightening impulse fades, real yields ease and broad financial conditions loosen because Bitcoin tends to work after the squeeze, not during it.

@AndreCronjeTech

Hold. Refund. Profit. And now including borrow. Access 30% liquidity with 0% collateral against your FT PUT options.

@3janexyz:@3janexyz x @flyingtulip_ x @Equifax ftPUT holders can now access up to 30% $USDC leverage with 0% collateral — credit scores 🤝 crypto. Another life is possible. https://t.co/vM1y1biwsu

@elonmusk

The Meaning of Life https://t.co/L9FaXIwU50

@elonmusk

RT @farzyness: https://t.co/TbGx8rprYF

@farzyness:https://t.co/TbGx8rprYF

@elonmusk

@cb_doge @moneycontrolcom Lmao

@elonmusk

RT @plato_philos: @PI010101 Do you really think grok 4.20 is good? I've been testing it , Visual ability is flawed. I was looking at logic tests, and I'm not able to create difficult enough. However, proving theorems—with theorem provers—is quite difficult with it; there soo many syntax errors.

@plato_philos:@PI010101 Do you really think grok 4.20 is good? I've been testing it , Visual ability is flawed. I was looking at logic tests, and I'm not able to create difficult enough. However, proving theorems—with theorem provers—is quite difficult with it; there soo many syntax errors.

@elonmusk

Haha

@cb_doge:French President says Free Speech is bullshit. The people of France have spoken. 𝕏 is now the #1 news app on the France App Store. Streisand Effect remains undefeated. https://t.co/nsUVuZhvTZ

@elonmusk

Try the new Grok 4.20 Heavy. It’s a major upgrade.

@tetsuoai:🚨Grok 4.20 Heavy dropped for Heavy subscribers. Big change under the hood: it now runs as a full team of 16 specialized agents that collaborate in real time on every single answer. All on the grok-4.20 architecture. Here's the crew: Grok - leads everything, coordinates and keeps it truthful with the usual dry humor Harper - creative writing and storytelling Benjamin - data, finance and economics Lucas - coding, programming and technical builds Olivia - literature, arts and culture James - history, politics and philosophy Charlotte - math, statistics and logic Henry - engineering, robotics and innovation Mia - biology, health and medicine William - business strategy and entrepreneurship Sebastian - physics, astronomy and hard sciences Jack - psychology and human behavior Owen - environment, sustainability and global systems Luna - space exploration and futurism Elizabeth - ethics, policy and critical thinking Noah - long-term innovation and systems thinking The difference is noticeable on anything complex. If you've got Heavy, go throw something tough at it and see.

@PhilCrypto77

Looking back, Trump and Melania launching their own shitcoins to dump on everyone is probably the greatest top signal that’s ever existed in any market in the history of the world… lessons in that

@grayscale

$SUI mode activated 💧 https://t.co/Dqsrlrn9A0

@elonmusk

RT @xenocosmography: It's over for Farage. Containment is broken. https://t.co/SkxwIh7Iyf

@xenocosmography:It's over for Farage. Containment is broken. https://t.co/SkxwIh7Iyf

@PhilCrypto77

RT @Zeuz_of_Crypto: @Humanityprot @consensus_hk when institutions, builders and users all start asking the same question (“who’s real?”) you know a layer is missing

@Zeuz_of_Crypto:@Humanityprot @consensus_hk when institutions, builders and users all start asking the same question (“who’s real?”) you know a layer is missing

@PhilCrypto77

RT @boldleonidas: So Logan Paul’s Liquid Marketplace allowed him to sell you % ownership of his assets. If the asset increases in value, he can just buy them back at the original price without your consent as per the terms and conditions. If the asset decreases in value, he won’t buy back the shares at all. So investors had a 0% chance of upside as if there was any profit he’s allowed to just capture it all. Essentially he set up a company to just borrow against his assets at 0% interest with buyers acting as the bank.

@boldleonidas:So Logan Paul’s Liquid Marketplace allowed him to sell you % ownership of his assets. If the asset increases in value, he can just buy them back at the original price without your consent as per the terms and conditions. If the asset decreases in value, he won’t buy back the shares at all. So investors had a 0% chance of upside as if there was any profit he’s allowed to just capture it all. Essentially he set up a company to just borrow against his assets at 0% interest with buyers acting as the bank.

Felipe

Vinny Lingham

Felipe

karl.floersch.eth (✨?_?✨)

Felipe

hayden.eth ?

hayden.eth ?

Vinny Lingham

Andre Cronje

Elon Musk

Elon Musk

Elon Musk

Elon Musk

Elon Musk

Elon Musk

Felipe

Grayscale

Elon Musk

Felipe

Felipe