币圈灯塔
关注区块链长期结构与真实应用落地，主要讨论公链基础设施、AI Web3、以及现实世界场景的链上融合。
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#ai $AR The future AI cannot be controlled by private companies; the most powerful AI must be free, using the best quality data. $AR has deployed an AO computing layer, and the AR data is also of the highest quality (prepaid storage fees for 200 years), so the fame of $AR is just a matter of time. Just three years or five years.
换句话说，全球这么多资产，ai竞争需要的东西，需要人干活。中美肯定抢着超发货币
When everyone is in panic, are you running away or positioning yourself?
If you understand history, now might just be the best time to position yourself.
Let's play a time-reversal game.
Looking back to October last year, BTC hit 130000, ETH hit 5000. What was the market saying then? 'We will never see the big coin below 100000 again' 'A second coin below 4000 is a luxury.' The emotions were extremely excited, and FOMO permeated the entire market.
I believed it at that time too. While insisting on regular investments, I couldn't help but increase my position. Back then, I didn't understand bulls and bears; I just felt that these were quality assets worth owning even if they were a bit expensive.
But people are always contradictory. When buying at 110000 for the big coin and 4000 for the second coin, I also fantasized—how great it would be to encounter even lower prices.
Let's play a time-reversal game.
Looking back to October last year, BTC hit 130000, ETH hit 5000. What was the market saying then? 'We will never see the big coin below 100000 again' 'A second coin below 4000 is a luxury.' The emotions were extremely excited, and FOMO permeated the entire market.
I believed it at that time too. While insisting on regular investments, I couldn't help but increase my position. Back then, I didn't understand bulls and bears; I just felt that these were quality assets worth owning even if they were a bit expensive.
But people are always contradictory. When buying at 110000 for the big coin and 4000 for the second coin, I also fantasized—how great it would be to encounter even lower prices.
This thing doesn't know what it's for, good projects are bearish, very interesting.
Trash money-making projects are bullish. $XMR
Trash money-making projects are bullish. $XMR
Binance News
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Monero falls over 65%, bearish flag pattern suggests downtrend continues
Monero (XMR) has fallen over 65% since its peak in January and is currently in a bearish flag pattern, indicating that the downtrend is still ongoing. According to NS3 reports, exchange flow data shows that the rebound is being used for selling rather than accumulation. The derivatives market indicates a decrease in open interest and weak funding rates. Technical analysis points out that the key support level is at $314, and if it breaks down, there is a risk of falling to $150.
Don't attack me anymore, I don't care about profits or losses, and I'm not a crooked tree. Investors should check the locked position on the website, and they will know by simulating with data. $AR the cheaper it is, under the same data, the larger the locked position, the faster the deflation, without discussing any external variables. Even if it continues like this, the data won't explode. Do the math yourself.
$AR As long as you keep falling, I'll keep buying.
It's obvious that there is capital market making, controlling the price.
It's obvious that there is capital market making, controlling the price.
$DOGE memecoin's main purpose is to reward the author, it's not that complicated, if you like it, just reward, having the mindset of investing to make money is too much, there will definitely be no good result. It's excessive to treat it as a project to speculate.
In addition, I am optimistic about $BCH $ETH $TRX ,
these three cannot be avoided in the future, as they are products of the relay.
these three cannot be avoided in the future, as they are products of the relay.
$AR guarantees personal freedom of speech, evidence anchoring, history cannot be altered
$BTC guarantees fair wealth, currency cannot be misissued, wealth cannot be stolen
$XMR guarantees private transactions, free from power control.
Nowadays, people look at coins, only seeing money, not the content.
Most other projects are primarily for raising funds.
$BTC guarantees fair wealth, currency cannot be misissued, wealth cannot be stolen
$XMR guarantees private transactions, free from power control.
Nowadays, people look at coins, only seeing money, not the content.
Most other projects are primarily for raising funds.
$AR guarantees personal freedom of speech, evidence anchoring, history cannot be altered
$BTC guarantees fair wealth, currency cannot be misissued, wealth cannot be stolen
$XMR guarantees private transactions, free from power control.
Nowadays, people look at coins, only seeing money, not the content.
Most other projects are primarily for raising funds.
$BTC guarantees fair wealth, currency cannot be misissued, wealth cannot be stolen
$XMR guarantees private transactions, free from power control.
Nowadays, people look at coins, only seeing money, not the content.
Most other projects are primarily for raising funds.
Author: Kong Weicheng
Primary Assets
$BTC / AR / $XMR / $TRX
They have only one thing in common:
Usage itself = An unavoidable payment behavior.
• BTC: To settle value in the world, one must buy block space
• AR: To permanently store data in the world, one must pay AR
• XMR: For private transactions in the world, one can only use XMR
• TRX: To settle stablecoins in reality, one must freeze TRX to operate
👉 No subsidies
👉 No "gas-free"
👉 No team to back you up
If the world doesn't use them, there’s no demand; once the world uses them, payment is a must.
These types of assets are not operated by a team but are enforced by the real world usage.
Primary Assets
$BTC / AR / $XMR / $TRX
They have only one thing in common:
Usage itself = An unavoidable payment behavior.
• BTC: To settle value in the world, one must buy block space
• AR: To permanently store data in the world, one must pay AR
• XMR: For private transactions in the world, one can only use XMR
• TRX: To settle stablecoins in reality, one must freeze TRX to operate
👉 No subsidies
👉 No "gas-free"
👉 No team to back you up
If the world doesn't use them, there’s no demand; once the world uses them, payment is a must.
These types of assets are not operated by a team but are enforced by the real world usage.
$AR As long as you keep falling, I'll keep buying.
It's obvious that there is capital market making, controlling the price.
It's obvious that there is capital market making, controlling the price.
$XMR What is black money? What is white money? Isn't government taxation robbery? Printing money out of thin air gives it purchasing power? Let's go, brothers!
The Orbit of Legitimacy and Privacy: Dusk's Infrastructure Role in RWA
In the context of the current RWA (Real World Assets) gradually becoming a mainstream discussion, the real challenge does not lie in whether "assets can be put on-chain," but rather whether the financial structures of the real world can be allowed to enter the on-chain system without violating regulations. From this perspective, @Dusk 's positioning is not simply a privacy chain or DeFi platform, but is closer to an infrastructure framework that serves "compliant finance and RWA scenarios." Therefore, $DUSK 's value logic comes more from its adaptability within the real financial structure, rather than from short-term narratives.#Dusk
Trend Research under Yi Lihua has liquidated all ETH in their on-chain accounts and has deposited the last 534 ETH into Binance exchange.
Currently, only 0.183 ETH remains on-chain.
$ETH
Currently, only 0.183 ETH remains on-chain.
$ETH
Dusk, born in 2018: Two cycles ahead of RWA
In the past two years, as RWA (real-world assets) gradually became the core narrative in the blockchain space, many projects began to layout around asset tokenization, compliance frameworks, and institutional adoption. However, if we pull the timeline back, we find that the starting point of @Dusk was far earlier than this discussion. Dusk Network was founded in 2018, and this point in time itself determined that its thinking direction is fundamentally different from most 'RWA projects' today. $DUSK From the very beginning, it was not born to chase the narrative. #Dusk
In 2018, the world of blockchain had not yet experienced DeFi Summer, there was no NFT craze, and the mature concept of RWA did not exist. The real question being seriously discussed at that stage was whether blockchain could enter the traditional financial system, rather than how to generate traffic or sentiment. Against this backdrop, Dusk chose to focus on financial compliance, securities-like assets, and institutional-level applications, essentially a choice to 'bet early on future pain points.'
In 2018, the world of blockchain had not yet experienced DeFi Summer, there was no NFT craze, and the mature concept of RWA did not exist. The real question being seriously discussed at that stage was whether blockchain could enter the traditional financial system, rather than how to generate traffic or sentiment. Against this backdrop, Dusk chose to focus on financial compliance, securities-like assets, and institutional-level applications, essentially a choice to 'bet early on future pain points.'
AI Infrastructure Supporting 3 Billion Users in the Future
The longer I stay in the crypto world, the easier it is to become immune to terms like 'new narratives', 'high TPS', and 'next-generation public chains'. It's not because technology isn't important, but because the real issues often aren't in the parameter tables, but are: who is this chain actually prepared to serve? Can it run long-term?
Especially after AI has truly started to enter the production and content phases, this issue has become more realistic.
I started paying attention to @Vanarchain not because of a few market fluctuations, but because it is doing something that many projects are reluctant to do but will eventually have to face—preparing a truly feasible chain for large-scale applications in the AI era. From the very beginning, Vanar Chain has not packaged itself as a 'universal public chain', but has very clearly positioned itself in real scenarios that require extremely high performance, latency, and user experience in entertainment, games, brands, and content. These are precisely the areas where AI is most likely to take off first.
Especially after AI has truly started to enter the production and content phases, this issue has become more realistic.
I started paying attention to @Vanarchain not because of a few market fluctuations, but because it is doing something that many projects are reluctant to do but will eventually have to face—preparing a truly feasible chain for large-scale applications in the AI era. From the very beginning, Vanar Chain has not packaged itself as a 'universal public chain', but has very clearly positioned itself in real scenarios that require extremely high performance, latency, and user experience in entertainment, games, brands, and content. These are precisely the areas where AI is most likely to take off first.
To be honest, after watching RWA for so many years, I've gradually come to understand one thing: the issue is never just about whether 'assets are on-chain', but rather who is providing the safety net, how it operates, and who is accountable when something goes wrong. This is also the reason I've been paying attention to @Dusk . Dusk hasn't taken the flashy route; it is more concerned with compliance, auditing, and privacy—these 'boring but fatal' fundamental issues. $DUSK is not something I see as a means to stir emotions, but rather as the layer that paves the way for real finance to go on-chain. Those that can truly survive are often these quiet projects. #Dusk
The Basic Track of RWA? Real World Solutions Provided by Dusk
Author: Kong Weicheng
As RWA (Real World Assets) gradually becomes an important topic in the blockchain field, many discussions still focus on the level of 'how to tokenize assets.' However, in the context of real finance, the real challenge is not just the mapping of assets itself, but whether the institutional structures that these assets rely on can be safely and acceptably brought into on-chain systems. From this perspective, what RWA needs first is not a more diversified set of assets, but a stable, trustworthy, and compliant 'base track.'
The reason why financial assets in the real world can operate for a long time is not dependent on high-frequency trading or complete transparency, but rather on clear relationships of rights and responsibilities, privacy boundaries, and enforceable regulatory frameworks. Securities, funds, debt, and other assets essentially operate within a set of institutional environments that 'default to user privacy, which can be disclosed when necessary.' If we simply apply the fully transparent model of traditional public chains, institutional-level finance would be almost impossible to operate normally; however, if we completely lean towards extreme privacy, we would directly lose the basis for compliance. This is the most core structural contradiction in the process of bringing RWA on-chain.
As RWA (Real World Assets) gradually becomes an important topic in the blockchain field, many discussions still focus on the level of 'how to tokenize assets.' However, in the context of real finance, the real challenge is not just the mapping of assets itself, but whether the institutional structures that these assets rely on can be safely and acceptably brought into on-chain systems. From this perspective, what RWA needs first is not a more diversified set of assets, but a stable, trustworthy, and compliant 'base track.'
The reason why financial assets in the real world can operate for a long time is not dependent on high-frequency trading or complete transparency, but rather on clear relationships of rights and responsibilities, privacy boundaries, and enforceable regulatory frameworks. Securities, funds, debt, and other assets essentially operate within a set of institutional environments that 'default to user privacy, which can be disclosed when necessary.' If we simply apply the fully transparent model of traditional public chains, institutional-level finance would be almost impossible to operate normally; however, if we completely lean towards extreme privacy, we would directly lose the basis for compliance. This is the most core structural contradiction in the process of bringing RWA on-chain.
Recently started to pay serious attention to @Plasma , not because of the short-term market, but because it is doing something that very few projects are willing to do now: solidifying the security of blockchain and the logic of the execution layer. Compared to blindly pursuing speed and hype, Plasma is more like laying the foundation for long-term usage scenarios. For me, the value of $XPL is not in 'how much it rises today,' but in whether it can become part of the future on-chain infrastructure. Projects that can truly go far often do not make noise at the beginning. #plasma
When blockchain no longer pursues 'faster', but returns to 'more real' - why I began to pay attention to Plasma
In recent years in the crypto world, I have increasingly felt a sense of fatigue.
It's not that the market is bad, but rather that the narrative is too loud.
Every cycle is about 'faster chains', 'higher TPS', 'bigger narratives', but when it truly reaches users, it increasingly looks like a beautifully packaged experiment. Thus, I began to question one issue:
What was the original purpose of blockchain?
It was also during this process that I seriously looked at what @Plasma was doing for the first time.
Plasma gave me the first feeling of not being 'exciting', but rather restrained.
It's not that the market is bad, but rather that the narrative is too loud.
Every cycle is about 'faster chains', 'higher TPS', 'bigger narratives', but when it truly reaches users, it increasingly looks like a beautifully packaged experiment. Thus, I began to question one issue:
What was the original purpose of blockchain?
It was also during this process that I seriously looked at what @Plasma was doing for the first time.
Plasma gave me the first feeling of not being 'exciting', but rather restrained.
When blockchain no longer pursues 'faster', but returns to 'more real' - why I began to pay attention to Plasma
In recent years in the crypto world, I have increasingly felt a sense of fatigue.
It's not that the market is bad, but rather that the narrative is too loud.
Every cycle is about 'faster chains', 'higher TPS', 'bigger narratives', but when it truly reaches users, it increasingly looks like a beautifully packaged experiment. Thus, I began to question one issue:
What was the original purpose of blockchain?
It was also during this process that I seriously looked at what @Plasma was doing for the first time.
Plasma gave me the first feeling of not being 'exciting', but rather restrained.
It's not that the market is bad, but rather that the narrative is too loud.
Every cycle is about 'faster chains', 'higher TPS', 'bigger narratives', but when it truly reaches users, it increasingly looks like a beautifully packaged experiment. Thus, I began to question one issue:
What was the original purpose of blockchain?
It was also during this process that I seriously looked at what @Plasma was doing for the first time.
Plasma gave me the first feeling of not being 'exciting', but rather restrained.
The Basic Track of RWA? Real World Solutions Provided by Dusk
Author: Kong Weicheng
As RWA (Real World Assets) gradually becomes an important topic in the blockchain field, many discussions still focus on the level of 'how to tokenize assets.' However, in the context of real finance, the real challenge is not just the mapping of assets itself, but whether the institutional structures that these assets rely on can be safely and acceptably brought into on-chain systems. From this perspective, what RWA needs first is not a more diversified set of assets, but a stable, trustworthy, and compliant 'base track.'
The reason why financial assets in the real world can operate for a long time is not dependent on high-frequency trading or complete transparency, but rather on clear relationships of rights and responsibilities, privacy boundaries, and enforceable regulatory frameworks. Securities, funds, debt, and other assets essentially operate within a set of institutional environments that 'default to user privacy, which can be disclosed when necessary.' If we simply apply the fully transparent model of traditional public chains, institutional-level finance would be almost impossible to operate normally; however, if we completely lean towards extreme privacy, we would directly lose the basis for compliance. This is the most core structural contradiction in the process of bringing RWA on-chain.
As RWA (Real World Assets) gradually becomes an important topic in the blockchain field, many discussions still focus on the level of 'how to tokenize assets.' However, in the context of real finance, the real challenge is not just the mapping of assets itself, but whether the institutional structures that these assets rely on can be safely and acceptably brought into on-chain systems. From this perspective, what RWA needs first is not a more diversified set of assets, but a stable, trustworthy, and compliant 'base track.'
The reason why financial assets in the real world can operate for a long time is not dependent on high-frequency trading or complete transparency, but rather on clear relationships of rights and responsibilities, privacy boundaries, and enforceable regulatory frameworks. Securities, funds, debt, and other assets essentially operate within a set of institutional environments that 'default to user privacy, which can be disclosed when necessary.' If we simply apply the fully transparent model of traditional public chains, institutional-level finance would be almost impossible to operate normally; however, if we completely lean towards extreme privacy, we would directly lose the basis for compliance. This is the most core structural contradiction in the process of bringing RWA on-chain.
$AR The price of the token has fallen, which is normal because there is no project team. If the price rises, the team gains nothing, so why would they come out?
This is a coin without institutions or market makers. If it falls, breaking the level is very normal. One must understand the reasons behind it, so why be afraid?
Recommendation Index: ⭐️⭐️⭐️⭐️⭐️
This is a coin without institutions or market makers. If it falls, breaking the level is very normal. One must understand the reasons behind it, so why be afraid?
Recommendation Index: ⭐️⭐️⭐️⭐️⭐️
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