在 DeFi 世界,最值得关注的指标是 Protocol Revenue(协议收入),不是交易量,不是TVL,不是活跃用户数。
因为只有收入,才代表了真正的产品需求,和用户愿意付出的价值。
⸻
很多协议看起来风风火火:
•交易量刷得飞起
•TVL靠补贴砸上去
•用户数用空投吸引
brutoshi
931 posts
Founder · Chief Lobster Chef 🦞@OpenClaw_Asia
Hong Kong
Joined January 2009
- 🚨 BREAKING from the 🇭🇰@TaprootWizards party The bald wizard @udiWertheimer actually has real hair, no floating wig found during the pool shower challenge! Other brave witness wizards : @dominikyea @janbtc @Dr_DAO_ @z3thnft 🧙🪄
00:00 - 与 @BobBodily 认识时间跨越了一个完整周期,从 2022 年一起在 ICP 生态打拼,到后来转战比特币生态,他一直是我们信赖的 Builder 和朋友。 这次 ODIN 安全事件令人遗憾,我们坚定支持 Bob,相信他的为人和专业能力。Wizz 团队已参与协助初步技术排查,期待官方后续披露,我们也会持续提供协助。Replying to @BobBodilyWe've stopped trading/withdraws to ensure this isn't a broader issue on the platform. Still investigating.
- Finally met Jens Groth @Jens_Groth16 in person, the renowned cryptography scientist behind Groth16, the most widely used zkSNARK algorithm in #zeroknowledge. He gave an excellent talk on ECDSA signatures analysis for threshold ECDSA signing service. Jens was pleased to hear
- Replying to @aifindcar美团和点评合并后盘点员工,发现有人在两边都拿工资,原来这些是派去对方公司做收集情报的。 而且两边公司都有。 信息来源,其中一家的元老级HRBP
- In the realm of decentralization, Where the Internet money magic grows stronger by the block, I wield my scepter with grace, Witness my attestation of #WizardShower 🧙♂️🚿, I humbly seek to join the @TaprootWizard on their quest. @udiWertheimer @ercwl
00:00 - Bitcoin becoming Real World AssetBitcoin is about to become "safe collateral" Cantor Fitzgerald is discussing receiving support from Tether for its planned multibillion-dollar program to lend dollars to clients who put up Bitcoin as collateral: BBG
- 给Casey强烈安利了我们喜爱数字的亚洲文化,建议他升级协议把数字加到 #Runes 名字。 发现Casey @rodarmor 和 Erin @realizingerin 的播客取名为“Hell Money” ,来源于中国的 “冥鈔”含义,而且他对孙悟空真了解。 Casey and Erin named their podcast "Hell Money" @hellmoneypod deriving from the
- Replying to @Atomicals_CN澄清一下, Arthur解决了智能合约重入的安全问题, 近期将在Bitcoin测试网上跑通AVM. AVM测试版正式发布还需等待
- Thanks @nftplay_fun hardware gallery display, finally I can show off my NFT collections such as #BAYC in physical world. 😎
- Made some cool new 🇨🇦 friends today @0xRDL @fudmaster_nft 😎 Thanks @BoredApeYC @BoredClubCanada @card3_ai !
- 最新这期播客,我们请行業OG 大山 @shanshan521 讲讲从以太坊生态转战比特币生态背后的投资逻辑,以及比特币L2 open.spotify.com/episode/0z8pCH… @mempoolDAO @waterdripfund
- #Atomicals 协议的ARC20代币标准,在多年前的染色币理论基础上做了“一币一聪”的限制。(染色币细节参考 mirror.xyz/0x5CCF44ACd0D1…) 正因为做了减法,反而打开了各种可能性。 而复用比特币账本作为ARC20代币的账本,无需像BRC20那样依赖链外索引器作为结算层,双花的风险为零。看了一下 #Atomicals 的具体实现,有一种似曾相识的感觉,特别像 #CKB 上的 #Spore 协议 - Atom:1 sat = 1 token,用 sat 数量去代表 token 数量。 - Spore:1 ckb = 1 byte 存储空间,用 ckb 直接去存储数据。 都是拿着底层原生代币当盒子去盛放额外的物品,看似铺张浪费,却有着一种暴力的美感。















