Tanhauser

Familiar taste, the same script?
▌ $RAVE
February 11: Listed on Coinbase
April: Entering a rapid upward trend, currently ranked in the top 30 by market cap
▌ $CHECK @AnichessGame
April 3: Listed on Coinbase
April 14: Surged 150%, overnight influx of Coinbase and US funds
According to the bubble chart, $CHECK has a very high concentration of chips, with the top 10 addresses controlling 99.82% of the chips.
But "carving a boat to seek a sword" may not always be effective.
For reference only

Some smart money addresses are truly everywhere.
It's insider information $RIVER
It's insider information again $SIREN
Now it's insider information again $RAVE
Are there such coincidences in the world?
Who is that KOL, can they give us a hand?

It took me a whole day to build a webpage.
In the end, I found that the underlying framework had issues and I need to start over 🥲.
People who lack patience can go learn vibe code.

Stablecoins are one of the most lucrative business models in human history.
In Q1 2024, Tether's net profit was $4.5 billion.
At that time, the Tether team consisted of only about 100 people, meaning an average quarterly profit of $45 million per person.
By comparison: Goldman Sachs needs 45,000 employees to earn the same profit.
What is Tether's secret?
It is a perfect "shadow bank."
Utilizing the extremely low distribution costs of blockchain, it arbitrages the credit spread of dollars worldwide.
However, this highly profitable business also has deadly hidden risks.
Asset-s

Harvey's post-investment valuation has already risen to $11 billion.
In just 3.5 years, the valuation has skyrocketed by 2,200 times.
Top institutions such as GIC (Singapore's sovereign wealth fund), Sequoia Capital, a16z, and others have participated.
As one of the first projects personally incubated by OpenAI, @harvey has gone through three stages of evolution:
1.0 Stage: Legal Assistant
2.0 Stage: Deep Workflow Integration
3.0 Stage: Operating a "Legal Operating System" with 25,000 customized intelligent agents
In the Legal AI track, Harvey currently leads the pack.
Th

# Setting Aside Bias, Sun's Commercial Insights Were Truly Ahead of His Time
The key to Tron's rise was capturing the "distribution dividend" of the USDT 1.0 era.
## 1/ Tron's "Dollar Distribution Layer" Narrative
Before 2019, USDT primarily ran on Bitcoin and Ethereum—expensive and slow.
He keenly sensed that stablecoins needed a "fast and cheap" transfer layer. Through massive subsidies and extremely aggressive business tactics, he transformed Tron into the largest USDT issuance network. TRC-20 USDT became the hard currency for cross-border transfers, daily payments, and gambling settlements

Vibe code created a website to track projects they're bullish on.
Currently there are 31 in total.
Website link:
Breakdown by category:
Prediction Markets - @opinionlabsxyz @42space
Robots - @BitRobotNetwork
RWA - @bpn_network @Theo_Network
On-chain Trading Terminal - @tryfomo @AxiomExchange
Vertical AI - @SurfAI @MossAI_Official
Public Chain/L2 - @arc @RialoHQ
Launchpad - @buidlpad @legiondotcc
Will continue to update regularly.

Do you play King of Glory?
I play Yaoyao and ride on your head😂

I have given up on the idea of making big money through prediction markets.
I tried all kinds of strategies, and currently I am only making a small profit.
So I changed my approach and started viewing betting as a form of “cognitive reverse forcing.”
Taleb considers Skin in the Game one of the most effective learning methods.
When real money is at stake under uncertainty, the brain truly enters a high-frequency learning mode.
For example, I bet on the “Vietnamese Prime Minister” market on黎明兴.
Not only did I learn about黎明兴 himself, but I also gained a rough understanding of Vietnam’

Going to be laughed at by papers that are shit on.
"An Archaeological Narrative Study of the Parent-Child Relationship between Sikong Zhen and Storm Dragon King"
"The Bootlicker Economics—Irrational Spending of Men Pursuing Women and Falling into the Sunk Cost Fallacy"
"On the Significant Improvement of Graduate Students' Sense of Happiness and Spatial Belonging through Smooth Mirror Reflection Research"
🤣

Are there any banned books or interesting books?
Recently reading "Chinese Cannibal Historical Records Collection"
Quite interesting

I'm really fed up with these poor relatives. Today they want 200, tomorrow 300. If my parents didn't occasionally need their help, I would really want to block all of them😡

Playing Chopin's Nocturne for you
In memory of my lost love~
GG Kaito

Unauthorized intrusion into the heavenly home.
@o1_exchange - Coinbase + a16z investment.
@GeniusTerminal - YZi Labs investment + CZ as advisor.
@AxiomExchange - YC incubation, with a first-mover advantage.
The on-chain terminal competition is in full swing.
I'm not sure which one to promote right now.

I love reading some strange and unusual content.
Today's reading:
The rise and fall of the "white male Asian female" partner phenomenon in the United States
Research on the consumption behavior and psychology of domestic doll collectors
…

nbot's Channel/Curator feature is really useful.
I currently run two channels myself:
Vibe code
Macro and Commodities
If traditional RSS readers are just information aggregation, then nbot is a complete closed loop of information understanding + intelligent filtering + personalized recommendations.
I hope @SurfAI can also provide similar services, focusing on niche Crypto content push.
Funding information
RWA
DePIN
and so on

Secretly register
Don't make a fuss
@RaxFinance waitlist registration:
Go complete a few tasks to level up.
▌$4 million funding participated by Hashkey and FBG Capital
▌Full-stack RWA layer for AI infrastructure
From a traditional perspective, GPUs are the core bottleneck for AI. But RAX sees a deeper dependency.
GPU clusters require stable industrial-grade power supply
Data center energy costs account for 40-60% of operating expenses
Access to energy determines the ceiling for computing power expansion
RAX assetizes the entire AI vertical stack, from GPU chipsets to the energy that powers the

Just built a single-page project tracking webpage with Vibe code.
Compared to general tools like @SurfAI@ for tracking, I found several key differences:
1/ Path Optimization
Desktop direct access vs web page redirection
The path actually determines usage frequency
2/ Real-time Updates
Surf often fails to include new projects in tracking promptly
Self-built systems can add any project at any time, without being limited by platform update cycles
3/ Customization
Able to add relevant content and analysis dimensions based on your own research framework
Instead of passively accepting the platform's

50u can't do anything in the crypto world
But in reality, you can buy a cute little terrier
Met one by chance on the street, checked after 2 days of raising it
Fortunately, there are no major issues, just a bit malnourished