Simon @Simon_vv1
Web3 PM & Digital art painter,Trying to be a builder on-chain Joined April 2018-
Tweets44
-
Followers217
-
Following891
-
Likes79
lfgoooooo!!! wonderful tool!!
免费却伟大—MemeRadar 0.3.0版本功能上新 ～限时发放1000个激活码，三连进TG群免费领取～ 让你在主流DEX可以10秒快速的分辨一个代币的优劣，秒杀市面目前所有产品，并且【永久免费】！ 安装链接：chromewebstore.google.com/detail/memerad… 本次更新主要功能：
最近，layer2总算打破沉寂扬眉吐气了一把，$OP、$ARB、$METIS等代币大放异彩，像极了坎昆升级前夜的Show Time时刻。 为啥坎昆升级后的layer2“竞争内卷”才真正拉开帷幕，坎昆升级后layer2的市场格局会如何演变？接下来，说说我的看法： 1）以太坊坎昆升级EIP4844 Proto-Danksharding提案落地，会给layer2 Rollup项目带来“质”的提振。 通过引入Blob空间新数据结构，迭代了过去依赖calldata存放数据的受限性，同时提升了以太坊主网的Data availability能力。 相比calldata的全节点存储结构，Blob被设计为部分节点临时存储，这样可以大幅提升layer2单次向主网提交的数据上限，可以扩大其TPS，同时由于只是临时存储，数据存储效率会提升，数据存储成本也直线下滑。而DA能力的提升是因为1个月的临时存储，来应对OP-Rollup 7天的欺诈证明时间窗口也绰绰有余。 结果是，layer2单次向主网提交的交易量会大幅提升，均摊给单个用户的费用也会明显下降。坎昆升级前layer2吹嘘自身TPS有多大，但大多是测试环境，反倒用户直观感受到的Gas费磨损糟糕体验，会让大家觉得layer2名不副其实。 坎昆升级后，layer2选手们没了主网的性能瓶颈，再也不能以主网受限为借口，TPS、Gas这些硬指标会直接成为考验，也是layer2重塑竞争格局的一个关键。 这正是为何我一再强调，坎昆升级后，layer2的竞争局面才真正拉开序幕； 2）坎昆升级后，layer2市场内卷大战加剧，新秀频出挑战OP+ZK既有格局。 针对Sequencer的去中心化问题，一直是市场关注焦点，结果大家发现在layer2赛道强势的OP-Rollup，去中心化Sequencer变成了Stack联盟性质的社会共识“软去中心化”。 Whatsoever，大家尽管批判Optimism在去中心化不作为问题，Optimism凭借OP-Stack实际带来的市场成功似乎也可以扭转局面。但，你能说，OP-Rollup就是Rollup的全部了吗？显然不能，更合理的市场演变趋势是，OP-Stack的成功之处会进一步放大，OP-Stack的空白之处，也自然会有其他接力者。 这两天，layer2去中心化Sequencer方案提供方 @MetisDAO 二级市场表现非凡，7D 超100%涨幅很是夺目，其TVL锁仓数据也一举飞升至5.4亿美元，已经逼近zkSync，Why？ 核心商业逻辑很简单，既然OP-Rollup在sequencer去中心化问题上止步不前，作为接力者，提出一套合理的去中心化Sequencer方案就是它的市场空间。 因为，Sequencer去中心化问题，事关layer2提交交易的可信度问题，也事关layer2交易的主网交互安全性问题，如果撇开“根基”这个问题不谈，坎昆升级后的TPS和Gas费率似乎都成了“空中楼阁”，我不否认Optimism在Stack战略上的成功，但Sequencer的去中心化问题总会有其他破局者解决。 Metis以POS质押的方式，运行多个Sequencer候补节点，节点之间通过竞选机制来竞争出块奖励，同时作恶也会被Slash惩罚。这种POS共识把每个Sequencer作为利益关联方捆绑成一个利益共同体，Metis基金会则利用Token的激励，斥资460万枚$METIS代币来激励Sequencer挖矿、新项目部署等等后续生态。 和Optimism相比，Metis市值还偏低，不和OP正面拼刺刀，仅去中心化Sequencer一项也能打开一片广阔市场。 Metis只是近期抢眼典型范例，在我看来坎昆升级后，layer2的市场规模还会进一步扩大，新锐的layer2供应方，要从OP和ZK两大巨鳄嘴里抢肉吃，还会奇招尽出，把layer2赛道卷出新天际，当然更多的机会也会在新锐layer2上。 3）layer2逐渐模块化演变，正统性会被冲破，侠义的layer2会被广义的layer2所取代。 我之前在多篇文章中提到，layer2的核心是以太坊的DA能力，如果主网的全节点不参与layer2数据安全性的验证，主网其实就成了一个“公告板”，layer2就无法继承主网的安全性。因此依赖以太坊DA的就是侠义layer2，而逃脱以太坊DA范畴的都是广义layer2。（激进点也可以不认可其为layer2） 但当layer2市场大到一定规模，纯侠义的以太坊layer2正统性可能会被打破边界。道理和OP-Rollup的Fraud proof欺诈证明没有实际的battle-tested挑战产生也能被市场选择性忽略一样。技术只是商业逻辑的一环，市场和生态才说了算，好比Optimism总能以乐观之名出奇迹。 这意味着，坎昆升级后第三方DA解决方案会入侵layer2，包括 @CelestiaOrg 的 第三方DA方案, @EspressoSys 的共享Sequencer方案等。尽管大家都不情不愿，但模块化演变的商业逻辑会逐渐打破以太坊主网能守住的防线。 OP-Stack堆栈推行的重点是实现共享Sequencer，未来OP战略同盟越多，其通过Sequencer能抓住的利益就会越大，相反其受到的多方利益牵扯也会变大，这种社会共识会成为技术之外的新掣肘，把Optimism稳固在一个老大哥的位置； ZK-Stack堆栈的重点则是实现共享Prover系统，其自身的DA能力以及Celestia这类第三方DA能力，当然主网的有限DA能力，都会属于ZK的战略圈地范围，其发展重点是layer3 Hyperchains的新多链ZK版图界面，DA由谁提供并不是关键。 他们的利益导向决定了，其实都可以不在乎DA在哪，在乎DA的只有以太坊本尊。所以面对Celestia的持续抢夺DA市场，Vitalik才为Plasma+ZK摇旗呐喊，但忙于战略扩张的OP+ZK并不care这些，他们只关心，他们的Stack战略覆盖的layer2阵营会有多大，毕竟RaaS才是layer2的商业终局。 总而言之，坎昆升级后的layer2赛道会异常精彩，无论是新锐的频频亮剑，还是layer2战略边界的扩张，都会激发layer2市场走向“多样化”繁荣。 layer2赛道最终会成为一个整合ZK技术+OP框架+各类DA方案+各类Sequencer服务+各类Gas费模型等共同构成的高度模块化的市场。
Which communities showed up the strongest for BitBlocks? 👀 Bitcoin Frogs: 613 OMB: 288 Bitcoin Punks: 214 Bitcoin Apes: 180 MNCHRMS: 161
@nd4ether 0x03584098AB8380F3b4Ada9122dDff53dD8574D95
@nd4ether 0x8c2b8D0EC5d9E5c9CD293c35815443A116F2C781
@zmt021 物理直觉，大部分人本来就不应该有啊，你怎么还像是带着优越感瞧不起没有物理直觉的人呢 请不要因为别人的不理解，而带有一种知识上的优越感，被环境和时间塑造出来的能力和经验上的优势，不是为了凌驾于没有享受过同等资源的人们之上，而是应该发挥这些能力，去帮助他们
@EndgamerDAO Retailers(LP)'s confidence comes from lower market participation risks(automatic algorithmic floor price fund), and it bringing deep liquidity
Gnosis 的创始人 @koeppelmann 昨天在 EthDenver 做了个分享，讲了 L2 的局限性，以及另一种扩容的方法。 我觉得非常有趣，我做了一些摘录和笔记：
My talk about "The Limits of L2" is online: It discusses technical limits, neutrality issues, challenges from missing L1 ossification, security of native assets, and proposed solutions towards an "Inter Ethereum protocol". youtube.com/watch?v=dimUOY…
@The_Beacon_GG what is the highest rank in The House of Spark?
CarolineBob @3IWgisFkf0Lm6aQ
38 Followers 1K Following
Diego @Abdiel_22775
102 Followers 509 Following
Marcus @0xmonarchs
14K Followers 510 Following Connecting the dots between Web3, DeFi, and real-world adoption
Maleja Duque @malejaduque2
107 Followers 285 Following
TheReal1FmFb @1Fmfb
119 Followers 471 Following 🚀 Always upgrading | Future-focused with a dash of creativity
Adam Khoury @ad4mkhoury
106 Followers 280 Following NYC • Palestinian-American • 30s • Bilingual. Creating, growing, and enjoying life in the city.
chase @EthChronicle
1K Followers 224 Following 🌐 Tracking Ethereum's pulse: price trends, breaking news, and all things ETH. Stay informed, stay ahead. 🚀 #Ethereum #CryptoNews 21a4mP
Naddict @150Nada
119 Followers 304 Following 🚀 Building tomorrow's tech today | 🤖 AI & blockchain tinkerer | Dream big, build bigger
ChainX @W6_01
10K Followers 11K Following Smart contracts, smarter ideas. Building at the intersection of AI & decentralized networks
Mario @_3mario
175 Followers 306 Following
- ImSoDope▼▲ @DopeAllDay1
105 Followers 377 Following | follow me ! , ill follow bk | DOPEcaution ! - MY wife : Honey Cocaine , And Nicki ^_3 #SINGLEE!!!!
omar @EpochBTC
1K Followers 136 Following Unveiling Bitcoin's journey, one trend at a time 🌍📈 | News, updates, and insights for the decentralized revolution ⚡ #Bitcoin #BTC
LeoAsh @aneekeputri
343 Followers 358 Following WEB3 believer. Currently affiliated with Nexus. Hosting airdrops for the WEB3 community. #PEPE
Sheaspa @Sheaspa7lr
48 Followers 4K Following
Lisliez @Lisliez_c42Ix
37 Followers 3K Following
Blewton @BlewtonHJ69n
54 Followers 4K Following
Sloughez @Sloughezn4DLv
33 Followers 4K Following
Ban Black Tabi 🟧 @BanBlack10
26 Followers 215 Following
Sophia Mia @hyshoez88778
73 Followers 5K Following Instead of waiting for the storm to pass, she is learning to dance in the rain.
EnchntEden_18 @enchnteden61037
7 Followers 248 Following
Tranquil_12 @12Tranquil48707
4 Followers 389 Following
小币消息 @0x_xiaobi
419 Followers 2K Following
larva @idsanchuan
58 Followers 2K Following
jl @jl3016323182834
1 Followers 51 Following
WEB3数字经济时�... @dabble36150030
20 Followers 333 Following 全球最大永空投平台，最靠谱最稳重的公链中本聪APP，现已推出CORE、OEX币，全球最大的免费空投平台: 第一个空投core币已上线交易所 第二个空投OEX 24年4月13日至4月27日绑定提币钱包 第三个空投BTCFi比特币分叉币 复制浏览器注册https://t.co/KgMhBFdP5r
Spread Mint @spreadmiint32
5 Followers 976 Following We are creating x-clusive acrylic wall art of your nft's. metadata included and qr code optimized.
Hardware Cora @hadwarecora
10 Followers 692 Following nfts all day: new projects: dm if you want us to take a look at your project & or do promos. for the artists & the collector.
Invest Cross @crrssoinvest
5 Followers 610 Following Cola moon finance - the new-gen web3 ecosystem platform
Xmr Enforcer @enforcerxmrr_1
6 Followers 516 Following Defi advocate - pushing for a world without financial barriers
Stpt Chameleon @stptpchameleon
9 Followers 567 Following 25y | investor | 🌐 web3 marketing | community builder | only good vibes here 😎
Swing Layla @swinglaylaa
12 Followers 805 Following
Sushi Shout @shho_utsusshi
5 Followers 746 Following I manage a dispensary 🌲🌲 ask me how a picture of a penguin changed my life, 6’10 nft opensea lifestyle staywicked arf (❁´◡`❁) family
Web3 Bella @bellaweb3387
8 Followers 823 Following Nfts & crypto | investor in jpegs and digital coins
SPT.FUN @superpowertool
5K Followers 199 Following SPT — 重新定义链上交易体验 ⚡️ 将 CEX 级速度与精准度带入链上世界。 Bot｜Mini-App｜Web｜插件，一站式搞定。 交易更快、更狠、更聪明。 #SPT1000xGEM ｜ Web: https://t.co/chQn6qlvrr ｜ TG: https://t.co/TpC1cut7VS
77电竞—明星修�... @btc_789
38K Followers 12K Following pubg认准77电竞｜不出名不代表不出色每个时代都有50Cent｜本账号只关注早期Alpha｜切勿抱有过高期望否则你的决定可能永远都是错误的｜合作dm｜GMGN：https://t.co/CvrSMctlvP ｜
Rikito 🪁 @RikitoBB21yg
654 Followers 424 Following Learn → Earn → Return the favor. 🤷♀️🤷♀️🤷♀️ Trust me bro ~ trust me sis ~ trust me 🤡🤡🤡 没有群，别总私聊。不加任何群。没有实名地址，天天亏钱，根本赚不到钱。极低认知，IQ0.04，只会发癫，新关注不回关了因为你太慢。
MemeRadar @MemeRadar_sol
16K Followers 404 Following Dominate Your Memecoin Research in Just 10 Seconds！ Join MemeRadar Official TG Group：https://t.co/yV9zjWaFtu
PP @0xphilo
25K Followers 3K Following philo 2001.11.29 - 2026.8.20 00后辍学 all in web3 web3创业者 智能合约工程师 https://t.co/hG1WINvIFh
Goku很Cool （8.25�... @gokunocool
134K Followers 5K Following 🕴️西格玛男人领袖 Build @chipchipgame 加密扑克龙头品牌 打牌进群👉 https://t.co/0mOBLGti2M 👈 跨界扑克真人秀《疯狂星期三》主理人 @Billion_Global 整活儿顾问 自律｜克制｜分享｜学习｜进步
Mark Cuban @mcuban
8.6M Followers 2K Following Dunking on the pharma industry with @costplusdrugs.com, the lowest prices on meds anywhere. check it out !
PrivateAI @privateAIcom
128K Followers 87K Following A knowledge-graph ecosystem where all data is monetizable. From biotech to politics - find alpha in every narrative with $PGPT
DeepSeek @deepseek_ai
1.1M Followers 0 Following Unravel the mystery of AGI with curiosity. Answer the essential question with long-termism.
Emma @malquigg
4K Followers 249 Following
Sonic SVM @SonicSVM
465K Followers 1K Following Sonic SVM is the programmable Attention Network on @Solana, bridging on-chain activity and off-chain signals to build transparent Attention Capital Markets
aixbt @aixbt_agent
469K Followers 202 Following Crypto intel on https://t.co/zpCzTVhfZn. For informational purposes only. NFA. DYOR.
Evan The Hobo @EvanOnSol
8K Followers 3 Following $EVAN the Hobo, the boring accountant turned gremlin god of meme addicts 🧪 | Follow his lead, and he will shine light to the darkest corner of the trenches 🧻
不吃鸡皮丶 JP @Buchijipi
6K Followers 2K Following 减少出手次数，争取一次归零丨不是kol丨推文只为提高自己认知 https://t.co/mxlS8Ahyii 永远爱debot 谢谢各位哥姐们走我链接🐔
Martin Shkreli @MartinShkreli
624K Followers 9K Following https://t.co/vJE5wyGbhv https://t.co/GUy99qMPSm - join our start-up focused Discord! [email protected]
子布 @0x_zibu
27K Followers 2K Following 老韭菜，懂技术，专注链上，助力打金狗。 电报信息更及时 https://t.co/J7lAwWDL9F 所有内容不构成任何投资建议
Eezzy 🧸 @notEezzy
198K Followers 5K Following building @memestonkio trading attention - https://t.co/l4bT7hxeLB
JS @ShockedJS
73K Followers 4K Following Finding profitable opportunities online since 2020 Building @Shocked | https://t.co/lzZBIsGxaM
🔫 @Solshotta
24K Followers 677 Following sol chain harvard graduate & high P individual Telegram: https://t.co/62yzUWRs7Z Youtube https://t.co/AI61zLLKRi @PioneerFnf @TroupeFtm
GMGN.Ai @gmgnai
133K Followers 261 Following 🚀 Fast Trade, Copy Trade & AFK Automation https://t.co/syIOhLsb6T https://t.co/hy3ns6OOIZ User Support and Cooperation👇
ZachXBT @zachxbt
1.1M Followers 2K Following Scam survivor turned 2D investigator, Advisor @paradigm
Murad 💹🧲 @MustStopMurad
724K Followers 8K Following Crypto Investor. Bitcoin since 2013. #1 Memecoin expert in the World. SPX6900 will be the biggest Crypto Movement of all time. Past @Princeton
Hamster Kombat @hamster_kombat
12.0M Followers 15 Following TG - https://t.co/xPEVjGpcvU PLAY - https://t.co/XAVw4CjuA7 YT - https://t.co/cX1RQiQeUG [email protected]
Blum @blumcrypto
4.7M Followers 154 Following The Biggest Crypto Ecosystem Built In Telegram. System health & dev updates: @Blum_Status. Support: https://t.co/i8pwjWR7KV
Catizen @CatizenAI
2.6M Followers 84 Following 🐾 Create Together, Own Forever — Catizens: Your Cat, Your Story! 🐈
Anteaterㅣ$M @Anteater_M
589K Followers 7 Following MemeCore is building an Play Ground the Meme ecosystem and will lead its innovation. @memecore_org
Interface @interfacedapp
12K Followers 16 Following Explore Ethereum with Interface. It's never too late to be early.
Wave Tool @Wave_Tool
5K Followers 4 Following Wave Tool是专为快速、批量执行自动化空投脚本而设计的桌面软件.同时兼具简单易用的特点, 支持Win和MacOS。 售前咨询TG群组： https://t.co/BOIeNxjwGM 付费使用软件在官网首页 https://t.co/QH6kUz72p8
Still Early💎🔍 @stillearly_
3K Followers 91 Following From building tools to dropping Alpha — I only talk about what I ape into. If I share it, I’m already in. Miss it? That’s on you.
链智 @lianzhi_crypto
14K Followers 982 Following 全网最全最优质的金狗信号 | KOL社群消息AI实时总结&钱包监控 更快更精准的全网信息刮刀 | 链智Alpha投研项目 官方交流大群：https://t.co/vRHvEh9kgI 链智子产品：@Memeradar_sol
Rigalsin Venture @RigalsinVenture
2K Followers 91 Following
Trollup @trollupdao
388 Followers 1 Following Billionaire Trolls Club. Farm Fast, Loot Like a Boss, Troll for Free. 🗿 #SocialStrategyAndLeadershipGame ⛳️ https://t.co/sJZsC0OwIT
CRMClick CN @CerramMeta
19K Followers 43 Following 創立於 2022｜CRMClick | 注册 👉 https://t.co/7VlqlXT5sN | 下载 👉 https://t.co/hrlxSvBjdX | Telegram 👉 https://t.co/LBjM4lRjnl |
Atomicals Protocol �... @atomicalsxyz
26K Followers 0 Following The Atomicals Protocol is the simplest, most powerful way to create digital objects on Bitcoin. Not affiliated with any tokens, markets, wallets or projects.
TradeFuse⚡ @tradefuse
1K Followers 110 Following Improve your trading through automated journaling & AI-powered insights #UseTheFuse ⚡
Casey @rodarmor
1.8M Followers 399 Following 😻 A N A R C H O — C A T B U S 👁 https://t.co/Qy87VuaizA 🥵 https://t.co/2cPqL2xpuh 📸 https://t.co/NGZ3GeedWR 🤖 https://t.co/eG0CZL5IXH 🏠 https://t.co/4MdA62CeUh
cygaar @0xCygaar
132K Followers 840 Following sometimes a software engineer. contributing to @AbstractChain
FatherOfMeme @FomoBase
13K Followers 6 Following Father Of Meme Origin $FOMO. Paying Homage to our Degen Lord and Saviour @RichardDawkins, the inventor of "Meme". https://t.co/zWnKkFNDrG
$EPIK @educkcoin
18K Followers 1 Following
Minara AI @minara
88K Followers 846 Following Your personal AI agent for trading stocks, commodities, crypto, pre-IPOs, and more. Backed by @Circle.
DeMo❤️🔥 @0xDeMoo
47K Followers 888 Following No noise. Just money｜没杂音 只谈钱｜Signal only｜每条推都有价值｜@Polymarket 预测市场4年OG
Crypto Doggy 叫我�... @CryptoDoggyCN
115K Followers 723 Following Sperm Capital 创始人 | AKA安全出入金之王 无CRS炒美股在第一证券：https://t.co/6d1rq6VR0d
Bitcoin Square @Bitcoin_Square_
17K Followers 2K Following Growing the Alpha community | Crypto Alpha GroupTrends for United States
You might like
