BrotherTim
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Old Powell is also two-faced, last night the market had a big pump, it was just one word from Powell that ignited the whole scene.
In the past few months, the tone that the Federal Reserve has conveyed to the market has been "cautiously observing, avoiding premature easing," but yesterday's speech took a completely different turn.
Three key points:
1️⃣ Policy Shift: First signal of rate cut released, no longer just "wait and see."
2️⃣ Employment concerns: Emphasizing "significant slowdown," the downward risk in employment outweighs inflation worries.
3️⃣ Inflation marginalization: Acknowledgin
ETH-1.14%
BTC-1.51%
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Returning still as a youth, interpreting the vision of "making Crypto Assets invisible" proposed by @burnt_xion.
What XION aims to do is really practical, as most people in real life are not concerned about concepts like "blockchain", "Gas fees", and "private keys".
They only care about the results: whether it can be used, whether it is safe, and whether the experience is smooth. Just to give a casual example from daily life:
🏦 Traditional Bank vs Blockchain Wallet
When you transfer money at a bank, you never think about whether it uses the SWIFT system or a clearinghouse; you just need to en
XION0.66%
TOKEN-2.19%
USDC0.03%
ATOM3.63%
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Recently, friends have given feedback that Almanak and Infinit seem to be doing similar things. Let's break it down and take a look.
To be honest, it feels a bit similar, both are "AI + DeFi automation."
However, a deeper analysis reveals that they actually serve completely different user groups, and their technological approaches also differ significantly.
1. Project positioning differences
@Almanak__ → Strategy Factory (DeFi Agent Platform)
Focus on automating existing strategies for traders/asset managers and optimizing execution.
@Infinit_Labs → Protocol Factory (DeFi Abstraction Layer)
Ai
IN-8.84%
DEFI1.26%
AGENT1.76%
BZZ2.05%
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Kaito's fourth project @rise_chain has too low popularity, should it be launched or not?
I think there are a few main reasons for the lack of enthusiasm:
1. Serious lack of information disclosure
RISE only announced a 200 million FDV + 4% public offering share, but key information such as total token supply, team/investor allocation, and unlocking mechanisms are missing, making it difficult for investors to assess the sell pressure risk and long-term value, leading to a wait-and-see sentiment.
2. Mismatch Between Valuation and Market Sentiment
The RISE positioning is in the L2 track, with a 20
KAITO-0.48%
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Brothers should still remember the @grass that allowed countless people to make a fortune some time ago.
It gained popularity through low barriers to entry and quick airdrops, with its market value once soaring to over $700 million, becoming a star project in the DePIN track.
But what I want to talk about today is @theblessnetwork, which is on the same track and will be launched soon.
In my opinion, the design of Bless is more promising than Grass in terms of long-term sustainability and network effects.
Token model comparison: Bless is more innovative.
Grass: Single currency model, fixed supp
GRASS-1.07%
KAITO-0.48%
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Everyone is calling for the on-chain transformation of IP. Who will truly have more vitality in the future?
@StoryProtocol has a valuation of up to $2.25 billion, focusing on enterprise-level AI and major brand licensing. The model is mature, but community engagement is limited.
@soneium has a large enterprise IP pipeline, but it is a typical "Web2 to Web3" path, lacking the open gene native to crypto.
And @campnetworkxyz is taking a completely different path:
🔹Prioritizing the community and centering on creators, an open Token incentive mechanism binds the creative ecosystem to user consensu
IP-0.47%
TOKEN-2.19%
VC11.69%
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Looking at the big pump of ETH, I am most optimistic about the potential of Layer 2 Tokens, especially $ARB.
Ethereum broke through the 4,000 mark and continued to rise to 4,606, benefiting the entire Layer 2 ecosystem.
Among the major Layer 2 Tokens, $ARB shows unique institutional adoption advantages and potential for technological breakthroughs, expected to achieve excess returns in this round of rising cycle. The analysis is as follows:
First of all, from the perspective of price and capital inflow, ARB's performance is not simply a rise, but carries a clear signal of capital preference.
A
ETH-1.14%
ARB4.44%
PYUSD-0.01%
OP1.93%
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Why the founding team of @JoinSapien is its biggest asymmetric advantage.
I believe that the competitiveness of Sapien does not simply come from its establishment of a decentralized AI data labeling platform, but because its founding team has fully addressed the three major sectors of "technology-business-capital" simultaneously, and it is a rare complementary combination.
👉Rowan Stone: A Full-Stack CEO from Blockchain Infrastructure to Global Commercialization
@RowanRK6's resume almost covers every key stage of blockchain infrastructure development: participating in Bitcoin mining as early a
BTC-1.51%
DEFI1.26%
USDC0.03%
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Looking at the future trend of $GAIA from the perspective of the Agent Economy value reassessment.
I think that in the past, AI was more like a "single-task tool". In the next 3-5 years, it will evolve into an intelligent agent network capable of autonomous collaboration and managing complex processes, and @Gaianet_AI is at the core of this trend.
🔍 Why Gaia?
GAIA is the infrastructure for decentralized AI Agents, aiming to build the next generation of "programmable trust" AI economic systems.
🔹Scale: 700,000+ active nodes, with 23.2 trillion inference calls completed.
🔹Funding: 20 million
AGENT1.76%
DEAI0.55%
FET-2.89%
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ETH broke through 4,200, hitting a four-year high 🚀
I have to say, @defidotapp's operational rhythm is really on point, it's hard not to become popular this time. At this critical moment, the @defidotapp iOS mobile perpetual contract has been launched.
Many friends may not understand that in the past few years, DeFi perpetual contracts have indeed been stuck in the quagmire of browser wallets and high gas fees, with the mobile experience almost monopolized by CeFi.
Using the @defidotapp iOS client, there's no need to top up Gas or switch networks, making it suitable for the current high-volat
ETH-1.14%
DEFI1.26%
HYPE0.12%
HOME-6.29%
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Full Network Praise
I don't know why the 75 like task from @boundless_xyz can never be completed.
You all should have reached diamond by now.
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