DONGDBA @dongdba

@btc_charlie - $PONS - $BOW - $MEME - robinhood:0x15d36b6a28d8327abc7afabf0f106ae2c9af5c4d - robinhood:0xe8ffd7e24187f72afb08d75b1bb13088a989a791 - $JUGGERNAUT utility plays in the Robinhood chain eco are especially underrated!

Important $EMBER update changes going live today 🟠After today’s wheel, we’re updating the $EMBER mechanics to better protect current holders. 🟠$EMBER will be removed from the $EMBER Wheel and replaced with stocks only. This is to protect existing bag holders. 🔥The remaining $EMBER supply will be burned forever. Buyback & burn timing will be reduced to every 5 minutes. We are aware that 3–5 tokens had issues with reward distribution (around a 13% fail rate). This will be fixed, affected rewards will be recovered, timers will be reset, and the process will run smoothly again. The $EMBER booster is activating today. Thank you for your patience and support.

兄弟们，@Arc 公共主网 9 月 16 日上线，倒计时只剩 3 天。 我一直在盯它即将推出的生态：预测市场、DeFi、支付、AI、游戏等方向，都已经有项目在建设。 ✦ 我的 @Arc 观察清单，以及重点方向： 【先备好工具】 GMGN：gmgn.ai/r/MjhhuWaq 最早支持 ARC 链的交易工具。 FOMO：fomo.family/r/qkl2058 上线第一天车头会很多，可以在上面跟聪明钱。 1. 预测市场 → @Predarc_：AI 驱动，覆盖加密、体育、政治、科技。 → @kairo_market：基于 Arc 的无许可预测与永续市场。 2. 启动平台 Arc 上最活跃的赛道之一，发射机制各不相同。 → @Arcpad_meme：Uniswap V3 直接发射，LP 永久锁定。 → @ArcadeSwap：债券曲线 + Uniswap V4 直接发射。 → @TollyLabs：USDC 资金池发射，流动性永久锁定。 → @circlewarp：债券曲线发射，毕业进 WarpDex 时市值约 69K。 → @actfunxyz：社区发射平台，结合 AMM、市场与 NFT。 → @synthra_finance：AMM、聚合器与发射平台，带代币回购。 → @Archemistdotfun：发射平台，12.5% 买卖费用用于买 $ARCH。 → @onmidotfun：多链 meme 发射平台，采用债券曲线。 → @minarafun：即时 USDC 流动性代币发射。 → @Fliptfun：债券曲线发射，给持有者费用奖励。 → @liftdotfun：专注 Arc 的发射平台。 也值得看： → @SharcFun：实时发射 + Telegram 交易机器人，支持 Arc 交易、跟单与跨链 OTC。 → @flutchdotfun：桥接 + 兑换 + 发射 + 质押，连接 Robinhood/Solana。 → @Chain_GPT：KYC、退款与 USDC 销售基础设施。 3. DEX / DeFi DeFi 层正围绕 AMM、路由、稳定币流动性和桥接成形。 → @lunya_io：V3 AMM、债券曲线发射与 CCTP USDC 桥。 → @UnitFlowFinance：V2.5/V3/V4 AMM、代币工厂与 CCTP 桥。 → @synthra_finance：一体化 DeFi 与兑换中心。 → @TowerExchange：稳定币聚合器，带路由与原生 AMM。 → @ArcDEXScan：DEX 聚合 + 代币发射。 → @AchProtocol：V2/V3/V4 路由、桥接与无 gas 兑换。 → @lunexfinance：USDC、EURC、USDT 的 StableSwap，带自动复利金库。 → @swaparc_app：专注隐私支付的稳定币兑换。 4. 支付 → @cyclesmoney：支付基础设施。 → @ArrelTechnology：支付基础设施。 → @BlockradarHQ：面向新兴市场金融科技的非托管 WaaS，支持无 gas、AML 与聚合。 → @koshmoney：专注跨境支付的稳定币新银行。 → @juleno14：批量支付、支付链接、兑换与桥接。 → @PulsarMoneyApp：基于 Arc 的消费者货币应用。 → @Xylonet_：Arc 驱动的稳定币 DeFi + 社交打赏。 5. AI / 代理经济 → @gigawork_arc：AI 代理市场，带托管与身份标准。 → @ProofStream_：USDC 工资流，工作完成前锁定。 → @uzenlabs：AI 代理链上身份基础设施。 → @memoAI_ARC：自然语言指令的 AI 支付助手。 → @catena_labs：面向代理的金融基础设施 + Arc 合作伙伴。 → @nexorafi：代理钱包、支出政策、x402 支付、托管与资金库。 → @Arclens_app：Arc 生态中心，AI 层按使用情况奖励构建者。 → @Stublydotorg：AI 代理基础设施。 6. 外汇 / 永续 → @hibachi_xyz：链下外汇 CLOB，ZK 验证链上结算，获 Arc Builders Fund 支持。 7. 隐私 / 保密支付 → @Hinkal_protocol：ZK 钱包 + 保密结算，被 Arc 评为 Day One Architect。 → @swaparc_app：带隐私支付功能的稳定币兑换。 8. 游戏 / NFT → @PlayMossling：Arc 上的玩赚游戏。 → @TurtzWTF：浏览器游戏 + P2E。 → @Orixaxyz：原生 NFT 市场，计划推出主网专属 ORIXIANS。 → @Arc_Punks / @ArcPunksNFT：Arc 上早期 Punk 风格系列。 @Arc 还在主网上线前，所以这不是背书列表，只是我进入 9 月 16 日的观察清单。 真正的信号会在上线后出现：哪些项目能吸到流动性、用户和持续的链上活动。

i'm used to personal attacks in this space a lot of people here spent the past year assassinating my character and sending the vilest hate my way after i got liquidated of all my perps positions on 10/10 i went from being the greatest thing to ever happen to the trenches to apparently being the spawn of the devil i ignored all of it buried my head deep in the trenches took a bunch of contrarian, high-conviction plays while almost nobody was paying attention (and many even attacked!) and kept putting my thesis out there the entire time then the thesis played out i became the #1 all-time trader on fomo and suddenly i went from being the spawn of the devil to the best thing since sliced bread the entire timeline started glazing me again for weeks until i dared to buy a launchpad token called $EMBER yesterday apparently i'm not allowed to buy anything except the main meme/stock launchpad token the hate attacks came flying in again clowning posts death wishes the whole nine yards none of it really bothered me i've seen it all before and these people always come back bending the knee when the thesis plays out anyway that's just people but one thing did stick with me a lot of people kept circulating an inaccurate Bubblemaps cluster claiming that 50%+ of the $EMBER supply was tied to one cluster some even insinuated that this cluster was connected to me and that this was somehow the reason i didn't buy the biggest meme/stock launchpad token on Solana so let's clear this up once and for all there was no bundle the so-called 'cluster' existed because Bubblemaps linked the wallet used for Ember's flywheel mechanism to all the wallets it was distributing tokens to due to the wallet being an EOA instead of a contract aka legitimate users the flywheel is actually one of Ember's key innovations and one of the features that differentiates it from other launchpads in the space so no there wasn't some massive insider bundle controlling 50%+ of the supply that narrative is simply wrong Bubblemaps also recommended that the EOA be replaced with a contract instead hopefully the Ember dev makes that change so hopefully this puts the entire thing to bed there was no bundle there was no insider cluster and any attempt to connect me to one is pure character assassination i'll take the heat i'll take the clowning i'll take the hate but don't fabricate a narrative around my trades just because you don't like them i've been through this cycle before and i'm still here

Bubblemaps @bubblemaps

4 days ago

We’ve updated the map of $EMBER Team members reached out with more context on a wallet that created a cluster: Wallet GZjYfG is a reward distributor It's now labeled and hidden *** This context wasn’t available onchain Ember’s flywheel mechanism is not standard Rewards are

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Some mistakes were made by me last night. After that, some good people reached out, we had a good talk, and I went to sleep. I woke up today ready to push even harder for $EMBER. Those mistakes came from being emotional after more than 48 hours with almost no sleep. I was trying to connect 10+ terminals, communities, and CEXs, pushing art, pushing stats, fixing errors, reading comments, adding new modules, adding new features, changing rewards, buying back and burning, checking if the server was stable, and fighting DDoS and bots. I accept that I was exhausted, mentally and physically, and that I burst out some words toward the Meteora team and others. I did not want to make those mistakes, and it was not personal. I am solo and I will stay solo, but I have the power to run everything alone. Today I will add new add-ons again things no one has built yet on Solana and the Stonks layer. I have always done that on every chain. Again, to the @MeteoraAG team: the mistakes were made. I am ready to work and grow together.

$MET bull thesis: > the liquidity layer of solana > new 1:1 redeemable stock liquidity > great products (DLMM, DAMMv2) > dynamic bonding curves (TRUMP used this) > alpha vaults that stop snipers > multiple launchpads built on top > every swap on solana routes through it > fees flow to the people providing depth, basically making them retail market makers now add a 20% APY for staking. no chain scales without liquidity.

fabiano.sol @FabianoSolana

2 months ago

Is $MET staking worth it? I did the math so you don't have to... - Stake MET: Worth it ✅ Even with 50M staked still 20%+ APY - 2% protocol fees: Worth it if you're a power user ✅ - 8% protocol fees from your friends: Worth it ✅

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🐋 WHALE WATCH : Nine sectors nine leaderboards. Heres whos running each one in 2026. => Privacy Coins $ZEC $XMR $ZEN $SCRT $ALEO => Real World Assets $ONDO $LINK $SKY $CFG $SYRUP => DeFi $LDO $AAVE $HYPE $UNI $MORPHO => AI & Decentralized AI $TAO $FET $RENDER $NEAR $VIRTUAL => DePIN $ATH $GEOD $IO $RENDER $HNT => Layer 1 $ETH $SOL $BNB $TRX $AVAX => Meme Coins $DOGE $MOG $SHIB $PEPE $PENGU => Gaming $IMX $RON $BEAM $GALA $SAND => Stablecoins $USDT $USDC $USDS $USDe $DAI $RENDER is the only ticker on two lists AI and DePIN. Decentralized compute and AI infrastructure have converged enough that the category boundary no longer holds.

No regrets

PlanB @100trillionUSD

2 years ago

⚠️ Disclosure ⚠️ I have transferred my bitcoin to ETFs. Yes I know, not your keys not your coins. But it is just easier for me to manage bitcoin the same way as equities and bonds. Also, not having to hassle with keys gives me peace of mind. I guess I am not a maxi anymore.

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空仓观望了整整两个月后，顶级加密播客 @MilkRoadDaily 的主理人 John（@BitcoinJesusETH）终于扣动扳机，他建仓的第三大重仓资产 $UNI，直接在一周内爆拉了 30%。 结合美国财政部近期的隐秘动作，这轮反弹的节奏可能比所有人预想的都要快。在他的最新复盘里，完整拆解了这波抄底的底层逻辑与操作纪律： 1/ 别被表象迷惑，“变相放水”才是本轮反弹的底座 表面上是 Trump 提了一嘴交易所引发的空头回补，但真正的燃料在宏观：美国财政部预计 9 月 9 日回购 120 亿美元长债、同时再发短债。这等同于缩短政府债务久期，直接向市场灌注流动性并压低美元。这是真金白银的利好。 2/ Uniswap 暴涨 30% 的硬逻辑：隐藏的回购买盘 除了 Uniswap 更改代币经济（让持币者分到协议收入）这层明牌，John 看到了一个隐藏买盘：Robinhood 链上的土狗和代币化股票交易量，正创纪录地流经 Uniswap V4。这直接为 UNI 构筑了最坚实的回购买压。 3/ 最具爆发力的新叙事：Robinhood 链的“资产武器化” 资金正在向新战场迁移。Robinhood 链把土狗和代币化股票绑在了一起，交易对从传统的 SOL、ETH 变成了英伟达、特斯拉。Vlad Tenev 成功把散户对土狗的热情“武器化”成了和华尔街资产对打的牌。这是当前资产代币化最鲜活的样本。 4/ 保持清醒：情绪见底，但不一定是单边牛市 虽然散户冲进土狗池子是情绪拐点的标志，但 9 月历来是中期选举年比特币最差的月份。如果后续美联储加息预期生变，或者 Clarity Act 失败，随时可能泼冷水。他依然在手里留着大量现金防御。 5/ 胜率最高的建仓纪律 不要被 FOMO 带着跑，对想买的资产挂追踪买单等回调；先建 5% 到 15% 的底仓压住手痒，再慢慢定投。“买在恐慌里，任何价格都是好买卖。” 终局思考： 无论叙事怎么变，最终的流动性都要结算回以太坊。 “ $ETH 就是钱，是全球金融的根。”

Ok making a calculated move here. Sold my $Nude position and moved the entire position to double down on @downto_finance ($DTF), a day before the protocol is turned on (September 7). All tokens are staked and ready for the protocol launch tomorrow. This could either be a massively successful trade or a dramatic fail. It's risky, it's dangerous, it's shoving your hand into the fire and hoping you don't end up with permanent scars. $DTF is trading at around ~6M FDV. Delays and antsy holders have beaten down the cap by 50% over the past few weeks. WHY? Novel DeFi. That's why. You can stop there and leave if you don't like long, windy, and probably boring threads. A lot of infra has pumped this week, especially some of the memestock launchpads (SHROOMS, PAIR, STONK, STONKX) I get the trade there, and there are clear revenues and a dartboard marketcap on the ceiling (PONS), where you can play a game of 'throw the darts' to guess what market caps are achievable on what chain. Great. Money to be made there. Easy trades. But all of these launchpads are basically competing with each other, slicing into each other's pie here, contesting for the same damn volume. We are NOT pulling in new users here, onboarding retail money, offering unique products that will service the trillions in tradefi. We are simply rotating crypto bags and calling it volume. Yes, gains are being made. The dry spell walking through the desert is over, and degens have found the oasis full of fruit trees and are ravaging everything edible. Beyond this frenetic orgy of gains, there's a bigger story unfolding: creating the infra that can handle the 95% of the world's finance NOT plugged into crypto. This is the world of tradfi, the world of equities, and a world that is just starting to be bridged over into our web3 realm. It's starting as a trickle, but it will become a roaring flood soon. Protocols and apps that build the infrastructure to channel, maintain, control, and access this will be the next billion-dollar protocols. And the landscape is wide open, a yet-unviolated wilderness ripe for conquest. That infra is being built out. The new stuff. The cool stuff, the novel stuff that is creating new spaces where there were none before. And @downto_finance, if it works, is one of those new and completely wild protocols. It's doing what Uniswap did for tokens, but for tokenized funds. One of those new financial protocols that are bringing something brand new to the table, offering yeild where there was, before, no yeild, creating markets that previously did not exist or were too difficult to access efficiently. Or simply taking markets that exist in TradFi and tokenizing them. I think these kinds of protocols are interesting, and because they are pushing into new frontiers, there is no comparable ceiling by which to easily value them. This can lend to some outrageously ridiculous market cap expansions when the trade becomes the consensus. Let's talk about WHY I'm DTF @downto_finance. @downto_finance ($DTF) is trying to create a new kind of product that doesn't yet exist: Decentralized ETFs. Fund strategies are issued as tokens, and a strategy is composed of tokens: onchain equities, chain protocols, infra, memes, etc. This turns Downtown Finance into the layer that every onchain asset can be plugged into a vault, managed and monetized. It opens an entire new layer of finance, a new base primitive around which new markets can be created. TradFi ETFs hold ~14% of the world's investable assets. @downto_finance is going to issue a decentralized version of this (the DETF). The dev is autistic, and he's trying to solve a very hard problem. This is novel DeFi, the kind of experiment that, if it works, is going to be repriced rapidly. It can also fail dramatically. The developer, one of the original Olympus DAO team, is taking the Ponzi that ran to billions and trying to tame it and leash it, and direct the mechanisms into a self-balancing ecosystem that allows for decentralized ETFs. I don't know if this will work. But if it does, I want to be there. And at about 5M FDV, this is cheap (but hell of risky here, as the protocol might not work). We've seen other novel DeFi experiments speed-run market caps, with the most recent being SHROOMS, which is altogether far less interesting or innovative than what @downto_finance is doing. Let's see how this one plays out. If this works, this will be a 50M+ new DeFi protocol with a path to 9-10 figures.

$BTC aggressively broke above the MA200 & EMA200 on the daily. That's a huge wake-up call for the bears In 2018 & 2022 such a violent pump above the key MAs confirmed the end of the Bear Market 🐻❌ 💭 I question myself: Do we have enough time to retrace this pump before the classic Bear Market runs out of time? And to be honest, it's hard to imagine what should happen to completely retrace this pump by mid October 🤷‍♂️ Maybe this Bear Market could last beyond October, but if there are no new lows by December 1st, I will flip 100% bullish

这轮周期负债了75万买比特币，我已经囤不动币了，现在就是每个月用1万的工资继续定投买比特币，日常消费用招行的闪电贷消费，因上努力，果上随缘，未来的我请不要责怪我为什么当初没再多囤一点比特币，我已经尽力了。

Uniswap 终于忍不住，自己在robinhood下场做lauchpad了。 没办法，看着那么多小团队用自己的基础设施，几天时间随便搞个台子，每天收到的手续费居然和自己差不多，是个人都不能忍吧。 有 Uniswap 的技术能力和正统性在，虽然基本还影响不到 Pump，但对于 EVM 链上大部分千篇一律、没啥特色的Lauchpad，基本属于灭顶之灾了。

0xWill (张烫烫) @tangtanglovebtc

2 months ago

26 年熊市建仓标的系统——第1期 ($UNI) 一句话逻辑： Uniswap 是链上资产发行、市场创建、流动性接入的默认标准，是链上金融不可或缺的基础设施。 合规压力的逐步解除，费用开关的逐步打开，让代币价格逐步实现价值回归。 核心优势： 1. 真正的链上流动性基建龙头，AMM DEX 市占率

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Which portfolio would you choose? Portfolio A: $SUI + $S + $SOL + $CC + $TEL Portfolio B: $HYPE + $ARB + $BNB + $APT + $VSN Portfolio C: $TRX + $INJ + $XRP + $LINK + $ZAMA

A pattern I’ve seen lately: People feel low morale and negative about Stacks, then they see me active here again and discuss their worries. I give my raw, unfiltered answers and they feel better. Same fundamentals, different sentiment. It’s like talking to the captain of a ship that is going through really choppy waters. If the captain says, “Yes, it’s choppy waters, but we’ll be fine.” You feel better than if the captain goes silent. Then you have no idea how bad the situation might get. I was away from X not because of Stacks or the bear market, but some personal/family matters that are almost under control now. There was no mental space for the additional distraction of X during that time. My personal view is that the worst of the bear market for Stacks is behind us. My family office has been going long all the way down in 2025 and 2026. The latest purchase was at $0.14. Not financial advice for you. What I can tell you is the captain is here, willing to go down with the ship if ever needed. And I also dare to tell you, unfiltered, that the fundamentals are strong and the vision for a thriving on-chain bitcoin economy is intact; we’ve stood the test of time, and the industry doesn’t yet fully appreciate our innovations. And yes, better waters ahead. Forward!

Pick one from each narrative. RWA: $ONDO / $PLUME / $CFG DeFi: $AAVE / $MORPHO / $SYRUP DeAI: $TAO / $RENDER / $AKT L1: $SUI / $SEI / $AVAX Perps: $HYPE / $DYDX / $JUP Privacy: $ZEC / $XMR / $SCRT Not on the list? Name yours and say why. We'll tally every reply and publish the results next Sunday!

今天刷到这个，真有点离谱。 有人把一整套 Claude 课程直接免费放出来了，整整 1 小时，讲的不是那种空话，而是怎么用 Claude 构建东西、自动化流程，甚至拿它去赚钱。 说白了。 你少看一集电视剧，把这 1 小时啃完，明天醒来可能就多了一门能变现的手艺。 关键是，他居然不卖课。 免费教你怎么玩，爽吧！

In my honest opinion, if you have no more cash to invest then it is better to book loss on 80% positions and convert to USDT and keep holding 20%. Use this USDT to buy non-privacy coins like $FET, $INJ, $VET, $SOL, $ACH, $TEL in July when $BTC reaches 39k.

@binhdia9 $ACH will do 1000x for sure. But the bottom is at 0.00125$ in Q1 2027.

Feels like 2026 just started and we're already staring at H2. AI still got a seat in basically every portfolio. TradFi is still throwing stupid money at AI infra. So crypto continues to have a lot of room to grow, but where does crypto have a real wedge instead of just borrowing Nvidia’s narrative? I only focus on real tech coins with catalysts heading into H2 2026. 1/ AI agent utility ramp Agents are the easiest narrative for CT to understand because they already look like onchain behavior. The froth died, and now the surviving names need to prove real agent payments, real launchpad revenue, real trading flow, and real wallet usage. $VIRTUAL: ACP v2, ERC-8183, Revenue Network, and still the index bet on agent commerce and tokenized AI workers. $BNKR: already doing more launchpad volume than Virtuals and controlling 67% market share on Base. Every AI launch on Base routes value to $BNKR. $SERV : building full-stack agent startup rails with BRAID, no-code tools, SDKs, staking, launch payments, and buyback/burn mechanics, while already pointing at UAE government usage. 2/ DePIN supply explosion from consumer hardware and robotics The next AI bottleneck is real-world data, robot data, bandwidth, machine identity, and eventually robots paying each other for skills, maps, energy, and maintenance. Tesla wants 50,000 Optimus units by the end of 2026, Figure is already inside BMW, 1X is shipping NEO, and Unitree keeps pushing cheap robots into the market. $GRASS: turning idle bandwidth into AI fuel with 2.5M+ active nodes and $33M verified revenue. Season 2 is the big H2 event with a 170M GRASS distribution. $PEAQ: machine economy L1 with 3M+ machines, 60+ DePIN apps, 20+ industries, and 1.7B+ PEAQ staked. $DEUS: the most direct retail wrapper for private robotics exposure, with treasury exposure to Apptronik, Figure AI, 1X, Agility, Neura, and Robotico. $ROBO: building identity, coordination, and payment rails for robots through OM1 and crypto wallets for machines. $CODEC: operator execution rails for robotics and AI agents. Just shipped SimArena to train robots directly in the browser. 3/ Privacy AI Nobody serious wants their agent leaking prompts, customer data, trading logic, or source code into some random model endpoint forever. $VVV: 2M+ users, 1M+ API calls/day, and 50k–150k DAU. People will continue staking $VVV for inference capacity. DIEM turns compute into a weird perpetual API credit. $NEAR: NEAR AI Cloud, Private Chat, IronClaw, Confidential Intents, chain abstraction, and Intents all stack together. $19B cumulative Intents volume, $32M fees, and $68M shielded volume. $NIL: privacy compute underdog with nilDB, nilAI, and nilCC, plus 130M+ privacy-preserved data points processed. $NOCK: ZK proof-of-work L1 where miners generate STARK proofs over NockVM, and the cuPoW thesis lets MatMul work connect directly to AI workloads. 4/ AI data and compute Hyperscalers are fighting for power, HBM, CoWoS, data centers, and GPU clusters. Half of the US data centers planned for 2026 are facing delays from land, energy, and permitting constraints. Real decentralized compute, model, inference, and data marketplaces look like shadow supply. $TAO: still the main play on decentralized intelligence with 128 active subnets, ~70% of supply staked, and the $TAO ETF narrative coming. $PRL: trying to turn AI computation itself into network security through Proof of Useful Work. Generates zk proofs through Plonky2 and secures the chain while producing compute that can be reused for inference. $RENDER: GPU coordination at scale. 63M+ rendered frames and thousands of active GPU nodes. Started with rendering but increasingly sits inside the broader AI workload conversation. $AKT: decentralized cloud markets. Record $5M Q1 compute spend, 120B tokens processed in April, and growing AI demand looking for cheaper alternatives to hyperscalers. Not every AI headline will need a ticker. The market probably rewards the ones with revenue, tech, and utility rather than vapor.