NingNing
独立研究员，d/acc，消极自由主义者。
557Followers24Articles
L2's triumphant return? Arbitrum's three arrows of renaissance and the key to breaking the deadlock.
The Arbitrum Foundation’s three arrows—the DRIP program, the incubation of Variational, and betting on the tokenization of US stocks—are both focused on the present and aimed at the future.
NingNing2025-11-13 13:00
Why might the "four-year cycle theory" be wrong? Using Bayes' theorem to calculate market risk at the end of 2025.
Tactical defense is needed, not strategic retreat.
NingNing2025-11-10 12:00
Tokenization of US stocks vs. tokenization of US stocks: Nasdaq's technical path may disappoint you
Some innovations are meant to change the world, while some innovations are meant not to be changed by the world.
NingNing2025-09-11 01:00
Two main themes of the crypto market in the second half of 2025: Deterministic opportunities under the game of interest rate cuts and system reconstruction
In 2025, the crypto market is deeply involved in the interest rate cut game between Trump and Powell, and at the same time becomes a chess piece in the reshaping of the US dollar system. How can retail investors anchor the certain opportunities in 2026 in the storm?
NingNing2025-06-16 13:00
The second wave of stablecoins: 5 new common sense we need to know
The Trump administration explicitly opposes CBDC, believing that CBDC will strengthen public power and undermine the integrity of individual freedom, while it is friendly to stablecoin policies and believes that stablecoins will help enhance and consolidate the hegemony of the US dollar.
NingNing2025-03-27 23:00
Q1 Crypto Narrative Observation: No Main Thread, Only Real Gains
Amid the current chaotic market structure, a clue is emerging: funds are flowing from narrative-only on-chain PVP to yield farming supported by fundamentals.
NingNing2025-03-04 07:00
What impact will the advancement from SynFutures to AI Agent have?
The product form of AI Agent is more suitable as embedded service middleware, which helps to make the transaction experience return to the simplicity and intuitiveness of Web2.
NingNing2025-02-21 09:00
The macro environment is turbulent. What should crypto investors do?
The weather is stormy and dark, which is not good for adults. You should conserve your capital.
NingNing2025-02-13 07:00
Why is it said that Clara, the AI Agent protocol on AO, is repeating the Internet TCP/IP moment?
Clara is unique in that it chooses AO as the underlying infrastructure, breaking through the single-threaded execution limitations of traditional blockchains and supporting unlimited parallel processing.
NingNing2025-02-10 13:00
Three thoughts on Vitalik’s latest “essay”
Although both the Ethereum ecosystem and the Solana ecosystem refuse to acknowledge the existence of the Ethereum-Solana War, everyone knows that the Ethereum-Solana War will inevitably become the main theme of the industry in 2025.
NingNing2025-01-26 01:30
A look at the MVP settlement screen on the TRUMP coin trading chain
Diamond hands are as rare as diamonds.
NingNing2025-01-22 03:26
Summary of investment experience in 2024: How to allocate reasonably and outperform the market?
In the field of crypto investment, there are actually two investment logics, one is the so-called technological determinism, and the other is that community is king.
NingNing2024-12-30 06:02
Messari 2025 Outlook Distilled: How to Find Crypto Alpha in This 190-Page Report
Messari's 190-page report consists of three parts: the current status of encryption (macro environment, institutional status, where are the users) + track analysis (Bitcoin, Ethereum, Solana, Alt L1s +infra, DeFi, AlxCrypto, DePin, Consumer, CeFi) + analyst choice award.
NingNing2024-12-26 11:00
ai16z's AI Agent framework Eliza V2 is released. What upgrades has it made?
What are the differences between the current version and V2?
NingNing2024-12-19 04:00
Another top student in the Cosmos ecosystem? A quick look at Initia’s VIP program
The Cosmos ecosystem will always be one Epoch ahead of the Ethereum community, with Celesita, the modularization cycle, in front and Initia, the chain abstraction cycle, behind.
NingNing2024-12-09 10:00
What do you think about the recent hotly debated $M3M3?
Inspired by MEME (3, 3), the Meteora community used the M3M3 platform to launch the platform's first Meme coin $M3M3.
NingNing2024-12-06 09:00
Why should we allocate some "Japanese National Chain" ASTR in this bull market cycle?
Today, let’s talk about Astar, which has transformed from Japan’s national chain into Sony’s Web3 business ecosystem, and its native protocol token ASTR.
NingNing2024-12-05 08:00
With over $10 billion in assets, the current state of RWA in the real world
As of December 1, the total asset size of RWA was $13.55B, while the total asset size of stablecoin projects was $192.78B.
NingNing2024-12-04 04:00
The DeSci concept is hot, but does it really need Meme coins?
Meme coin does not need positive externalities, its primary nature is the cyber lottery of the 2020s.
NingNing2024-11-27 00:00
Bitcoin continues to hit new highs and is approaching $100,000. What should I do with my hands full of counterfeit coins?
We have to admit that the duration and degree of the decoupling between BTC and altcoins this time far exceeds historical cases.
NingNing2024-11-21 11:00
Chain abstraction = liquidity pool bridge + account abstraction + social account login
How to understand chain abstraction? In the eyes of IQ100, chain abstraction = liquidity pool bridge + account abstraction + social account login.
NingNing2024-11-11 23:00
Alpha on Chain Mining P1: Interpreting SynFutures' Perp Launchpad, a new perpetual contract issuance model
In July, Base, the "digital American West", welcomed a big player: SynFutures. As of today, SynFutures has accumulated $26 billion in trading volume on Base, accounting for more than half of the market share of the PerpDEX track in the Base ecosystem.
NingNing2024-11-08 13:00
After Trump’s victory, the logical shift in discovering on-chain Alpha
After Trump’s victory in the election, the entire crypto market system environment will be reset, and the logic of discovering on-chain Alpha must keep pace with the times.
NingNing2024-11-08 00:00
Have they played PVP to the limit? Analysis of the trading patterns of the “chain kings”
“I selected eight chain king addresses from the 7d yield rankings of the gmgn platform based on the two criteria of high yield and high number of transactions. Then I fed their transaction data to an AI Agent I created to analyze the transaction pattern of each address.”
NingNing2024-10-30 11:00
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