佐爷歪脖山
做人民群众喜闻乐见的项目研究
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Misalignment: Ethereum is bleeding, Hyperliquid is stalling.
ETH has already emerged from the bull-bear cycle, but HYPE has not yet experienced a true bear market. Sentiment is a very valuable consensus, and there is not much time left for HYPE and HyperEVM to align.
佐爷歪脖山2025-11-25 01:00
The market hasn't recovered, only admitted its innocence: crypto repricing in the post-market maker era.
Network effects extend beyond the internet.
佐爷歪脖山2025-11-24 07:00
2025 On-Chain Movement Review Report: Making DeFi More DeFi
Code is Law; it's about to become Lawyer is Coder.
佐爷歪脖山2025-11-17 11:00
The dilemma of managers: How did DeFi “selected markets” become a breeding ground for toxic assets?
Seek data, data that sees through everything, data that sees through leverage ratios and reserves. Transparent data doesn't lie. Don't rely on opinions to evaluate facts.
佐爷歪脖山2025-11-06 05:00
How does Variational use opaque subsidies to challenge the dominance of Binance and Hyperliquid?
Before Variational, market liquidity was underground and fragmented, but Variational brought retail investors into the mix, challenging market makers and large trading platforms.
佐爷歪脖山2025-11-03 05:00
Web3 needs one "Black Myth," but it also needs 100 "Darkobovs."
Duck Duck Revelation, when Web3 is no longer young.
佐爷歪脖山2025-10-29 04:00
Hyperliquid's Path (Part 4): Liquidation Unfinished
What came after the war was not peace, but a long period of reckoning.
佐爷歪脖山2025-10-21 05:00
Hyperliquid's Journey (Part 2): Sprouting
Build a chain by gradually selling yourself
佐爷歪脖山2025-10-09 07:00
Hyperliquid's Journey (Part 1): Taking Root
Either it will be the next living Binance, or it will be the next dead FTX.
佐爷歪脖山2025-09-29 12:00
VC Paradigm Anxiety: From Asset Creation to Transaction Orientation, What’s Next?
VC wins the comeback game, where will capital flow go?
佐爷歪脖山2025-09-25 08:00
Payment as Code: Paradigm Shift from USDT Flow to Agentic Payment
Only when stablecoin payments replace banks and existing distribution channels can they be called a Web3 payment system.
佐爷歪脖山2025-09-22 10:00
Crypto America's Change of Heart: Peter Thiel at a Historical Turning Point
When technology and finance are integrated, the balance of political power in Washington will also tilt. This is the overtone of cryptocurrency and AI, which will exclude Wall Street from productivity and the financial system, allowing right-wing technology giants to take over everything in the United States and everything in the world.
佐爷歪脖山2025-09-14 01:14
Leverage Symphony: The End of the Cycle Under the Triple Helix of Cryptocurrency, Stocks, and Bonds
Let’s briefly review the current historical coordinates to frame why the interweaving of currencies, stocks and bonds is important.
佐爷歪脖山2025-09-05 11:00
Hyperliquid: A new king of Perp DEX emerging amidst governance disputes and market gaps
In an era when retail investors refuse to trade, what exactly are the big investors making money from?
佐爷歪脖山2025-08-28 02:00
Free loss transfer: Is Curve's new Yield Basis a financial innovation or a Ponzi scheme?
However, after the flywheel of Ethena/Aave/Pendle was launched, Curve's new project Yield Basis also wanted to share a piece of the stablecoin market, also starting with circular leveraged loans, but this time it is trading, hoping to use trading to eliminate the chronic disease of AMM DEX - impermanent loss (IL).
佐爷歪脖山2025-08-25 03:00
From Schrödinger's cat to Vitalik's medicine, decoding DeSci's immortality narrative
DeSci is the cryptocurrency adaptation of the AI4Sci movement.
佐爷歪脖山2025-08-18 05:00
Stablecoin public chains: Distributing in the name of institutions
Software is eating the world, and stablecoins are eating blockchain.
佐爷歪脖山2025-08-14 08:00
The Six-Protocol Crypto Civil War: HyperEVM vs. Ethereum
Connectionism, the power-law expansion of on-chain assets.
佐爷歪脖山2025-08-12 02:00
As the SEC "surrenders" to encryption, DeFi has its securities law moment
The Great Depression created the SEC; cryptocurrency will end the SEC.
佐爷歪脖山2025-08-04 06:00
Boom or Bubble? Analyzing the Dilemma of “Real Adoption” Under the Ethena Capital Flywheel
8% DAI, 12% sUSDe
佐爷歪脖山2025-07-30 09:00
The new order of stablecoins: reconstruction of US dollar hegemony under the iron curtain
From underground businesses in Asia, Africa and Latin America to the Indian diaspora on the Arabian Sea, an iron curtain has been drawn across the Third World continent.
佐爷歪脖山2025-07-24 07:01
After the Genius Act, how does the CLARITY Act define the new order of encryption?
From the edge to the center, and finally to the spotlight.
佐爷歪脖山2025-07-22 03:00
BNB empowers a new paradigm: DEX’s liquidity self-rescue from the perspective of Bonding Curve game theory
Bonding Curve does not solve the problem of liquidity creation, but artificially increases the number of candidates to collide with the most likely Meme token.
佐爷歪脖山2025-07-17 06:00
Traffic entrance, wallet still loses to CEX
An era ended so quietly.
佐爷歪脖山2025-07-16 01:01
As the meme craze recedes, why can PumpFun make the "last penny"?
PumpFun's coin issuance is to maximize its value as a Meme platform.
佐爷歪脖山2025-07-14 10:00
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