ChanceIn @ChanceIn

Minato-ku, Tokyo Joined October 2022

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蓝狐 @lanhubiji

8 months ago

按照以太坊的路线图，可以预见，5-10年内，有机会看到一个截然不同的以太坊： * L1 TPS 10,000; L1+L2TPS 1,000,000； * 手机验证的时代，更去中心化的以太坊； * 稳定币2-3万亿美元以上； * AI agent经济体规模突破万亿美元； * 数百个L2应用链每月处理超过数千亿次的交易规模； * 实现抗量子计算的以太坊； *zk证明低成本时代，解锁机构加密金融隐私，RWA突破万亿美元； * L1/L2流动性割裂基本得到解决，价值捕获问题也不再是关注问题； ……… 总体看，一步步显示出世界结算层的雏型，一骑绝尘。这是前所未有的新物种。

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RYAN SΞAN ADAMS @RyanSAdams

2 years ago

Will this cycle skip Ethereum? I'm going to take the perspective of long-term Ethereum bulls, not the obviously wrong dyed in the wool Ethereum is dead haters. There's broadly two perspectives. 1) This cycle will skip Ethereum. Why? Puberty is why. Ethereum is going through it's awkward emo stage where trying out adulthood and the wORLd doesn't uNDerSTAND. The big change is L2s. This is the first cycle Ethereum is basically telling new users - nah don't use Eth, we're too expensive, but good news we've got 100 shiny new L2s you'll love it. Bridge, fragment, frustrate, repeat. "But L2s are Ethereum!!!" Yeah yeah i know in the fullness of time that's right. L2s are amazing, the best long-term way to scale decentralization, vitalik's vision etc etc. Don't tell me - I've been mod-pilled since like 2021 polynya - but thing is, i'm not the new marginal buyer of ETH. Who is the new buyer? It's memecoin chad. It's app-user stacy. It's tradfi larry. But chad and stacy are busy buying the token on the chain they're using and there's 96 distractions on L2beat. Larry's buying bitcoin - you think he gaf about onchain cash flows rn? "But fragmentation is being solved and fundamentals matter because...." Let me stop you there. I know. It's puberty. Ethereum is biting the bullet, taking the hard road, going through its necessary awk phase in order to become a mature and well-functioning grown ass chain while toddler chains take shortcuts. FEW. It's the long term play but will it pay off this bull cycle? Nope. We skip the cycle. 2) The ETH Bull is Coming. "You stupid narrative trader" the second ETH bull says. "Of course 10k ETH is coming...give it a min. BTC first, then ETH this is how it happens." Indeed you'd have to be a fool not to see how much stronger Ethereum is compared to its 2020 cycle. Only profitable chain & it's not even close. Rock solid monetary economics. Largest exchanges in the world doing ETH L2s. ZkEVMs here. Unlimited L2 budgets accelerating ETH tech. Verge of ETH ETF. Blackrock tokenized treasuries...omg the fundamentals are insane. Your chain has 1m users? Cool. Ethereum is the root-chain for 1,000 chains w/ 1m users each watch them eat your fees - L2 chain fragmentation?? 100% being fixed, other chains taking mad centralization debt they'll have to pay back - THIS IS THE GWEI Only a matter of time before investors wake up and start starting valuing cash flows instead of narrative junk food. ETH missing this cycle would be the dumbest of outcomes and is just so improbable it's barely worth considering...markets are weighing machine so The ETH Bull is Coming. Two perspectives for ETH bulls. The Skippooors and the Waitoors. Which are you?

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OneKey 华语 @OneKeyCN

3 years ago

“Taproot”到底是什么玩意？如果你是个 BTC 生态的新玩家，你肯定会被搞晕： “到底什么是 Taproot 地址和 Assets?” "怎么这么多个 XX Assets?" 可以说没有 Taproot ，就没有铭文造富。不懂 Taproot 等于连 BTC 生态的门都没有进呢！点赞收藏，OneKey 帮你一点就通⬇️。 Taproot 升级 Taproot 这一词以及后续在币圈的衍生，都来源于比特币 2021 年末的一次技术升级。这个 Taproot 升级，提升了交易的私密性、效率以及 BTC 网络处理智能合约的能力。简单来说，就是 BTC 主网史诗级加强！经过 Segwit 隔离见证升级、Taproot 升级之后，人们看到了 BTC 有了生态的希望 —— 扩容二层、发行新资产、NFT、Defi 等等。于是，这一轮牛市命运的齿轮，便开始转动... Taproot 地址这个地址类型以“bc1p”开头，是专为比特币执行 Taproot 升级设计的。这大概率是你第一次听说 “Taproot” 这个词的地方。以 OneKey 的热钱包为例，创建钱包的时候能看到所有的比特币地址类型。特别是铭文入圈的朋友，肯定对这个地址类型不陌生。Ordinals 协议就是利用了 Taproot 升级的 Taprootscript 给 BTC 主网带来的拓展性，实现了简单的资产发行和转移。可以说没有 Taproot 升级，就没有后来的 Oridnals 各种造富奇迹（你踩到了嘛？）。 Taproot Assets 协议铭文的火爆是几家欢喜几家愁。你在冲铭文的时候，铭文数据都会以区块形式被打包进比特币网络，这必然导致 BTC 主网拥堵，手续费飙升（矿工狂喜）。但是一些 BTC OG 不乐意了，BTC 核心开发者 @LukeDashjr 在推特炮轰铭文都是垃圾信息（x.com/LukeDashjr/sta…），是利用了 Taproot 的 Bug，需要通过修复，将这些不利于比特币简洁性的非标活动踢出网络。在争论中，我们看到 Luke 对把铭文丢到 L2 比较认同。BTC 主网天天这么堵，也不是办法，这一下引起了人们对于 BTC L2 扩容的关注。而 Taproot Assets 协议（曾用名 Taro）结合闪电网络，是其中的一种解决方案。这个协议由开发了闪电网络协议的 Lightning Lab @lightning 提出并在主网启动，今年 10 月的 v0.3 已经发布震惊四座。（x.com/lightning/stat…）如果粗暴地简化，你可以理解为：利用 Taproot Assets 协议可以在 BTC 网络上发行各种代币，包括稳定币。然后闪电网络作为运行多年的 “BTC” 高速路，可以实现资产分发的即时、低费用。这些潜在的用例，相当于开启了 BTC 生态 ico + defi 的想象力，其联创称这将会带来“比特币复兴”。此后，基于 Taproot Assets 协议也诞生了不少项目，比如 Nostr Assets / Lightning Assets / Flash Assets 等等，都在资产发射、空投、交易市场甚至是BTCfi做了尝试。以上就是对包含“Taproot”的术语解读。 🫵还有不懂的吗？评论留下你的问题。或者留下你的 Taproot 财富密码。 💚还有关注 OneKey，点赞转发给咱们 OneKey 研究院加个鸡腿。

Lightning Labs⚡️🌐 @lightning

3 years ago

Announcing the first mainnet release of Taproot Assets 🥕, a protocol for assets on #bitcoin and Lightning. With this release, developers can issue financial assets on-chain in a scalable manner. 💱 Today marks a new era of multi-asset bitcoin. 🌅 lightning.engineering/posts/2023-10-…

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ERM LABS @erm_labs

3 years ago

ᴇʀᴍ ʟᴇᴀᴅɪɴɢ ᴡᴇʙ3 ᴇꜱᴄᴀᴘᴇ ᴛᴏ ᴛʜᴇ ᴠɪʀᴛᴜᴀʟ ʀᴇᴀʟᴍ Today, we experience 5 different games from Miss GAME , a prominent escape room IP located📍Taipei Our participants are practically puzzle wizards!! @ben_tokimi @EarthDeFIRE @seewhy @motoko1_00 @0xLucasFear @krishaamer 🔥Shall we do this more often in Taiwan!?🔥 #EscapeRoomMetaverse #missgame #ERM