크새(크립토 새싹이라는 뜻)

@seoulgos

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Influence

7d · vs prior week

13.4#113▲45

Subscribers: 626; +0.2%
Posts: 62; +156%
Views per post: 104
View rate: 17%
Last post: 14h ago

Daily trend

21d

10/2010/2711/3

Top coins

30d · 26 messages naming a coin

Top narratives

30d · 13 messages

Against other channels

7d · among 157 posting channels

Subscribers: Bottom 4%
Views per post: Bottom 5%
View rate: Top 34%
Forwards per post: Bottom 8%

Mood

7d · 60 messages analysed

Positive posts28%vs prior week−2pp

All channels 23%

Early calls

Nothing to show yet.

Similar channels

30d · by coins named

Posts

6d ago
LayerZero, with the highly anticipated mainnet launch ahead, how should we value it? A report from LayerZero bros, whom we trust, has come out. Once the Zero mainnet is operational, where will revenue mainly come from, and how much profit might flagship apps like GTE generate, while on the other hand how much supply will be unlocked, etc. Within the LayerZero team, just like during the Robostrategies period before, it seems there's always someone who values things in a sexy way. If you're someone who considers calculation and value-focused investing rather than narrative-based investing, you should definitely read it once! It seems like it will be very helpful for investment. https://x.com/layerggofficial/status/2115371262650339376
106LayerZero
5d ago
They were talking about it on Samplero, also on Osun, everyone's buzzing 'second Ripple incoming' I can't help but click
100XRP
5d ago
450 MILLION DOLLARS ETH STOLEN FROM BYBIT
95Ethereum
2d ago
An article worth reading slowly for study purposes. The Commanding Heights by Will Manidis and Joe Roberts. Rather than how smart AI will become, it covers who will have money and power in a world where intelligence becomes cheap and abundant. It starts with model companies and extends through capital markets, US and China, dollar stablecoins, and employment. The part about how AI changing the world is separate from AI investors making money right now is especially worth thinking about. Even if technology succeeds, competition and overinvestment can result in poor profit margins for the companies that built it. So besides the places that make AI, where are the routes that will continuously have the transactions and demand that AI creates pass through? Conversely, what businesses are good now but AI might bypass those routes? It's a piece that assumes the future quite strongly so you don't need to agree with everything, but it seems like an article that broadens your thinking about the post-AI era. The volume is quite substantial. It might be good to read it over time. https://commanding-heights.com
78#Stablecoin
5d ago
해킹 뉴욕 출장때 해킹이 있네요. 한동안 포스팅 안했지만 중요한 사실 하나만 알려요. 해킹된 USDT, USDC가 아베에 담보로 많이 들어감 그리고 그걸 담보로 ETH를 많이 빌려감 그 후에 그 아베에 있는 돈이 Freeze가 됨 아베는 이제 백퍼 bad debt를 안게 되었고 이걸 어떻게 해결할지 모르겠네요. 왜냐하면 10/10과는 규모가 다릅니다. 참고로 아베는 메인 마켓 비상중지했습니다. Stay safe.
73Ethereum
2d ago
Looks like Hyperliquid HLP was attacked through XPL: https://x.com/kennishjp/status/2116772334811922815
72Hyperliquid Plasma