Kathy.sats⚡️
@KathySats
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Bitcoin activist in the trenches. Cooking @MezoNetwork. Crypto Class 18. Ex-Investor @ofrfund / Growth @binance.
Cyberspace
Joined February 2018
Protocol fees vs. revenues: who are really making money? 🧐. Which protocols are truly capturing value, and how do profit margins differ across categories? . I crunched the numbers from @DefiLlama on the top 30 protocols by fees (30D) and compared them to the top 30 by protocol
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Likes fade, trends stay.
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Every single blockchain product / dev shall seriously get an Alipay Chinese account and learn. Alipay is the dream of every stablecoin / on-chain bank.
The world hasn’t seen enough power of Chinese devs mainly bc Chinese are less presentable. If you are ever a heavy user of TikTok and CEXs (at least have used futures, earn/loan and wallets), you shall have a rough idea of the sophistication behind.
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The world hasn’t seen enough power of Chinese devs mainly bc Chinese are less presentable. If you are ever a heavy user of TikTok and CEXs (at least have used futures, earn/loan and wallets), you shall have a rough idea of the sophistication behind.
Dev tier list cheat sheet (useful for those hiring, use at your own caution):. S: Chinese American.A: white American, Chinese.B: Indian American, eastern euro.C: euros (work slowly), viet, Argentine.D: Indians, phillipinos, other SE Asia.F: Africans, Nigerians.
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Just ended a call with @2lambro who made my day 🥹🥹. So blessed to have such great friends who are here to listen in crypto 🤞🤞.
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SEC开绿灯，上市公司很快开始把ETH战略储备用来staking生息了，那么：. 铸造新的LST --> LST抵押印出更多钱 --> 创造更多新资产. 合理猜测，ETH主网上会有新的Meme神盘. What's the new cooking ？ $MOG 😹🙌.
A Big Day for Ethereum: SEC Clarity on Liquid Staking. Yesterday's SEC guidance confirming that liquid staking and receipt tokens like stETH do not constitute securities provides the much needed guidance that Lido and the industry have needed. As the leading liquid staking.
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一个Web3中登牛马的回顾：我的经验与教训. 最近在做职业生涯阶段性回顾，分享点思考和心得。. 我是18年毕业即入行，最早做记者，很快遇到人生第一个大贵人 @mscryptojiayi 进了Binance；在PR团队做了一年多，20年初又转到了Binacne
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论币圈生态位. 除了交易所恒定在顶端，散户恒定在底部，币圈的生态位随市场周期和供需的变动不断调整。. 6个月前，币圈的生态位层级是：.交易所 > 项目> KOL (和agency）> 做市商 > 二级基金 > VC > KOL > 散户.最近，币圈的生态位层级有点变化：.交易所 > 做市商 > = 二级基金 > = KOL （和agency）>.
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去中心化的弊端。. 都认可比特币，但大家对比特币的理解很分裂。从市场采用来看，在比特币原生区块链做智能合约的胜率都很渺茫。.
比特币生态的分裂。. brc 2.0 没有unisat的支持， unisat现在只想把仅存的 #brc20 社区转移到他们自己的Fractal。. brc2.0是domo对brc-20的分叉，domo和unisat摘了ordinals的桃子，然后unisat又把domo晾一边架空了，brc20里domo也没什么话语权。. ---.
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Bio finally calls itself as a "launchpad" - . raising funds for DeSci initiatives are too IQ150; launchpad with AI bio-agent is easier to understand. All platform tokens act as a leverage for new assets.
Dive into our vision for shared system state in science, fueled by BioAgents:.
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RT @BrightAvian: How did I miss that my knight of hearts lil @pudgypenguins was licensed for @vibes_tcg set 2 😳 Sooo excited to see two of….
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RT @crypto_linn: ask yourself “what would make my life more exciting?”. seek Controlled Risk:.- Build a business, seek financial freedom.-….
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A complete comms disaster . Alon probably has locked a crypto jail allocation at this cycle.
my full interview with @a1lon9 is live on YouTube. Enjoy
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RT @0xPickleCati: The real model behind $SBET:. 1. Stake $ETH to earn a 3% yield.2. Slap on a 30x valuation multiple.3. Pitch this “dream”….
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都在惊讶moonbirds的地板价翻倍，一个月前 @OrangeCAPGames 的融资新闻里就提到过OCG从Yuga Labs接手了Moonbirds，新闻一出来地板价就翻番了，华语圈没人注意. OCG的创始人是 @spencer ，不仅是企鹅庄，还有专门的NFT二级基金。和企鹅一样会搞事又会做庄的团队，moonbirds值得期待.
恭喜OCG！去年投的几个项目里最“实”的一个，我愿称为Crypto IP规模化拓展的一个有趣实验。. IP是个内容和影响力的生意。OCG的切入点是卡牌游戏，而且是桌游卡牌。. OCG旗下的@vibes_tcg 去年卖了两套@pudgypenguins.
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Suspect a $Pump airdrop 👀👀.
Please get ready to claim the Binance Alpha airdrop today at 7:00 (UTC). Users with at least 180 Binance Alpha Points can claim the token on a first-come, first-served basis, until the airdrop pool is fully distributed or the airdrop event expires. Further details will be.
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Did anyone notice that $COW is a perfect beta for $WLFI? . 从去年年底开始，WLFI的大新闻都利好$COW。
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