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$MATIC $POL

这一轮老去猜牛顶的人都是苦命人

My bold prediction for Polygon in 2025 (a hot take many will doubt): Polygon will emerge as one of the most popular EVM chains for mainstream stablecoin integrations 🤯Four mind-blowing data trends in 2024 (WTF at the last one) that hint at explosive growth in mainstream

x.com/i/article/1874…

SSV 2.0 upgrades its tokenomics with a three-dimensional fee structure, adding staking, burning, and expanded validator incentives to enhance decentralization and security. 🎙️ Watch the full interview with SSV Labs Founder (Core contributor to SSV Network) @ammuroch to learn

重要提醒：数据，信息和分析仅供参考，不做投资指引。 作为一个在半导体行业多家核心公司工作贡献了20多年的老人，我的推主要是关于对半导体和芯片产业，以及AI，HPC，以及算力的产业链研究。 欢迎大家看看我的历史文章，已经详细扒了如下AI产业链的公司： Broadcom博通 $AVGO Part 1 ——

$BTDR - Reaccumulating here, as I feel the upside of the A4 (and the IP) is extremely high, even if the P(success) is not 100%. Regardless of the A4, they will accrue hashrate (A2, A3) at cost (a massive competitive advantage), and their power pipeline has upside as well. In

美国消费出现问题，对降息预期没有那么悲观

监控资金费率差异 - **数据收集**：查看目标品种在不同交易所的当前资金费率。例如，Binance的BTC永续合约费率为+0.02%，而OKX为-0.01%。 - **寻找套利机会**：当两个交易所的资金费率方向相反（如一个正、一个负）或差异显著时，套利机会出现。正费率意味着多头付给空头，负费率则相反。 -

$IREN , $BTDR and $CIFR have a combined ppa of 8.4GW and their combined market cap is 5 Billion dollars. That’s 600K per MW While the market is paying 30M per MW for data centre companies like $DLR and $EQIX

Coinbase just lost the 2nd largest ETH staking protocol position to SSV Network. And SSV just announced something way bigger: Based Applications (bApps) Let's take a deep dive into SSV 2.0 and why it's better than Restaking: 🧵

我来说一句，下周开始反弹

hhh

欢迎空头打爆微策略

polygon团队简直是对pol持有者的抢劫，所有东西100%买过来，经过几年的孵化，项目一旦成熟就剥离，然后给pol持有者5%-10%空投，算作对持有者的施舍

building and spinning off is the real fun for polygon team. cost- 100% on pol holder benefit- 10% for pol holder, 90% for polygon team member and vc firms.

WARNING: BTC's security model is broken; doomed to collapse within a decade! ⚠️ The coming "bank run" will prevent most from exiting once the crisis begins, trapping them in a death spiral From 51% attacks, splits & breaking the 21M limit! This is the story of how BTC dies: 🧵

不少人把 vitalik.eth 强调以太坊是“世界账本”视为全新的战略调整，但事实上，这个转型在EIP-1559上线的那一刻就已经完成了。而稳定币在以太坊上的50%的独占份额，只是强化了以太坊金融结算层的定位。来，我来细说下：