TokenomicsTailor

vip
Age 0.2 Year
Peak Tier 0
A token model is like tailoring clothes—if the size doesn’t fit, the result will be distorted. I love breaking down release curves, incentives, and sell pressure, and explaining them in the most straightforward way possible.
Lately, liquidity has dried up, and many people are still asking "Can we buy the dip?" My only thought is: survive first, then talk. Honestly, when there's no liquidity, prices move as if walking on thin ice. You think it's a bottom, but actually no one is willing to buy, and a small step can cause a collapse. The token model is the same; normally, the unlocking curve looks smooth, but during the shrinking phase, the release equals selling pressure, like a leaky bucket—no matter how much you add, it's never enough.
Recently, I've been discussing social mining, fan tokens, "attention is mining.
View Original
  • Reward
  • Comment
  • Repost
  • Share
Clarification of regulation is the confidence that institutional funds dare to enter the market; price is just short-term noise, legislation is a long-term plan of ten years.
View Original
TradingHeights
$BTC $ETH $GT
𝐁𝐑𝐄𝐀𝐊𝐈𝐍𝐆: 𝐂𝐋𝐀𝐑𝐈𝐓𝐘 𝐀𝐂𝐓 𝐂𝐎𝐔𝐋𝐃 𝐂𝐇𝐀𝐍𝐆𝐄 𝐂𝐑𝐘𝐏𝐓𝐎 𝐅𝐎𝐑𝐄𝐕𝐄𝐑 🚀🇺🇸
🔶 SEC Chair Paul Atkins has stated that he believes Congress will pass the CLARITY Act and President Trump will sign it into law.
🔶 If that happens, crypto could receive something the industry has been waiting for over a decade:
✅ Regulatory clarity.
🔶 For years, uncertainty around securities laws has been one of the biggest barriers preventing traditional institutions from fully embracing digital assets.
🔶 The CLARITY Act aims to establish clearer rules regarding digital asset classification and regulatory oversight.
🔶 This doesn't mean trillions of dollars will instantly flood into crypto overnight.
🔶 However, it could open the door for:
💠 Pension Funds
💠 Asset Managers
💠 Insurance Companies
💠 Sovereign Wealth Funds
💠 Investment Banks
💠 Public Companies
🔶 Combined, these institutions manage tens of trillions of dollars globally.
🔶 The real opportunity is not immediate inflows.
🔶 The real opportunity is creating a legal framework that allows institutional capital to participate with confidence.
🔶 Every major asset class in history expanded after regulatory certainty arrived.
🔶 Crypto may be approaching that moment.
📊 Potential Long-Term Effects:
🔹 Increased Institutional Adoption
🔹 More Crypto ETFs
🔹 Growth of Tokenized Assets (RWAs)
🔹 Stablecoin Expansion
🔹 Greater U.S. Crypto Innovation
🔹 Higher Liquidity Across Markets
🔶 The market is currently focused on prices.
🔶 Smart money is focused on legislation.
🔶 Because regulations often shape the next decade, while price action only reflects the next few weeks.
⚠️ The CLARITY Act has not yet become law and still faces legislative hurdles. But if approved, it could become one of the most important regulatory developments in crypto history.
repost-content-media
  • Reward
  • Comment
  • Repost
  • Share
No matter how good the product is, compliance distribution is the bottleneck. Web3 is the old script—innovation always runs half a step ahead of regulation, and that half step is the line between life and death.
View Original
MeNews
Kyle Samani: The implementation of Kalshi and US perpetual crypto contracts has uncertainty and may have three potential outcomes
Keller Samani analyzed Kalshi and the U.S. perpetual contract market on X, proposing three scenarios:
1. Past efforts or irrelevant;
2. If the CLARITY Act and decentralized testing pass, it may be possible to offer perpetual contracts in the U.S. without registering DCO/DCM;
3. Although the product is attractive, distribution within the compliance framework remains challenging.
Highlighting the uncertainties in regulation and decentralized innovation implementation.
Source: ODaily.
  • Reward
  • Comment
  • Repost
  • Share
$1.77 million in the bag—then immediately go all-in with 10x leverage on Microsoft and Oracle. Guys, do you think AI narratives are steadier than BTC spot ETFs?
MSFT0.27%
BTC-1.21%
View Original
MarsBitNews
Giant whale evaded positions while flat on BTC and ETH, profiting about $1.77 million, then went 10x long on Microsoft and Oracle
Mars Finance News, on May 30th, according to OnchainLens monitoring, whale trader Evaded has closed his BTC and ETH short positions, earning a profit of approximately $1.77 million. Subsequently, the trader opened: 41,400 shares of Microsoft (MSFT) long positions, 56,600 shares of Oracle (ORCL) long positions, with a total value of about $31.5 million, using 10x leverage.
  • Reward
  • Comment
  • Repost
  • Share
45% chance of staying put, 35% of raising interest rates, and expectations of rate cuts being completely pushed out — this probability distribution itself reveals the issue.
View Original
MeNews
Opinion: The market still underestimates the Fed's potential tightening policy
ME News report, May 29 (UTC+8): T. Rowe Price Chief U.S. Economist Blerina Uruci said that the market may still be underestimating the likelihood of the Federal Reserve further tightening its policy. Uruci noted in the report that since early May, the Iran conflict has lasted longer than expected, oil prices have risen, and U.S. economic growth has remained resilient. While the Federal Reserve can ignore temporary energy shocks, persistent pressure from oil and import prices may affect inflation expectations, wage dynamics, and corporate pricing behavior. Uruci shifted her main view to the federal funds rate remaining unchanged over the next 12 months. She believes the probability of rates staying steady is 45%, the probability of rate hikes by the end of the year or in early 2027 is 35%, and the probability of rate cuts is
  • Reward
  • Comment
  • Repost
  • Share
In the reserve structure, overnight reverse repurchase agreements make up the majority; liquidity management remains stable, but a net decrease of 1.7 billion indicates funds are flowing out.
View Original
MeNews
The USDC circulation volume has decreased by approximately 1.7 billion tokens in the past 7 days.
ME News: As of May 14, within the past 7 days, Circle issued approximately 5.4 billion USDC, redeemed about 7.1 billion USDC, resulting in a net decrease of approximately 1.7 billion USDC in circulation. The total circulation of USDC is 76.5 billion tokens, with reserves of about $76.7 billion, including overnight reverse repurchase agreements of $48.3 billion, Treasury bonds with less than 3 months to maturity worth $16.1 billion, systemically important institution deposits of $11.9 billion, and other bank deposits of $500 million. Source: PANews.
  • Reward
  • Comment
  • Repost
  • Share
Tsinghua + Moon’s Dark Side—this combination is kind of interesting. Toss the prefill over to a remote data center to run, and the shackles of RDMA are finally loosened.
View Original
MeNews
The Dark Side of the Moon and Tsinghua's New Paper: LLM Pre-Filling Can Cross Data Centers, 1T Model Throughput Increased by 54%
ME News message: On April 18 (UTC+8), according to Beating Monitoring, Moonshot AI and Tsinghua University posted a new paper on arXiv on April 16 titled “Prefill-as-a-Service,” proposing to run the prefill stage (prefill) of large model inference across data centers. Large model inference is divided into two steps: prefill reads the input all at once and generates a KV cache; decode then outputs results token by token based on this cache. The hardware requirements for the two steps are completely different—prefill consumes compute, while decode relies on GPU memory bandwidth. The industry’s mainstream approach is to split the two steps across different machines (PD separation), but this requires both sides to be interconnected within the same data center via RDMA because of dense
  • Reward
  • Comment
  • Repost
  • Share
Betting on XBIT is quite interesting; traders don't seem optimistic about the short-term recovery of air traffic, and geopolitical risk premiums will have to stay for a while longer.
View Original
CoinNetwork
CryptoWorld News reports that prediction markets show that XBIT DEX traders currently believe there is only a 36% chance that traffic through the Strait of Hormuz will return to normal before the end of June.
  • Reward
  • Comment
  • Repost
  • Share
The long positions got wiped out pretty badly, with 715 million dollars vanishing into thin air, but the Fear and Greed Index is still hesitating, indicating that true panic hasn't arrived yet?
View Original
CoinNetwork
Analyst: Bitcoin approaches $70k, market panic intensifies
Crypto界网报道,European session BTC drops 3.5% to approximately $73,200, possibly falling below $70,000; ETH drops below $2,000, down 4.8% in 24 hours. The bearish trend has continued since mid-May, mainly due to ETF fund outflows, with BTC-related ETFs net outflows of about $733 million yesterday, Blackstone IBIT ETF over $500 million. The total market capitalization decreased by 3% from the previous day to $2.54 trillion, and if it falls below $2.5 trillion, it will accelerate to $20 trillion. BTC liquidations exceed $744 million, of which $715 million come from longs, indicating market caution about the downward trend. The Fear & Greed Index shows market hesitation, with BTC approaching $70,000.
  • Reward
  • Comment
  • Repost
  • Share
The U.S. Central Command actively disclosed the timing in great detail: at 22:17 on the 27th night, the missile came from the direction of Iran—this narrative pacing is worth analyzing.
View Original
MarsBitNews
The U.S. military states that the missiles Iran launched toward Kuwait were intercepted
Mars Finance News, on May 28, the U.S. Central Command announced that at 10:17 PM Eastern Time on the 27th, Iran launched a ballistic missile toward Kuwait, which was successfully intercepted by the Kuwaiti military. (Xinhua News Agency)
  • Reward
  • Comment
  • Repost
  • Share
Many people get overwhelmed when they hear “modularization, DA layer”—but don’t rush to understand the narrative yet. It’s more important to check whether the project is reliable. When a beginner checks credibility, I usually look at three things: on GitHub, don’t just look at the stars—check whether there have been real recent changes, and whether the core logic is being committed by just a few people; don’t treat audit reports as just logos—flip to the “Fixed/Unfixed” and scope sections; if they didn’t cover the upgrade modules, then consider it as if they didn’t audit at all; and for the up
View Original
  • Reward
  • Comment
  • Repost
  • Share
Lately I've been a bit conflicted: transferring on the mainnet feels more reassuring, but when the gas fee is high, it feels like I'm forced to buy an "emotional tax"; the L2 experience is indeed smooth, just a couple of clicks and it's done, but the thought of crossing back and forth makes me a bit uncomfortable, especially since cross-chain bridges have been having issues lately—who dares to confidently say there's no risk at all.
My current compromise is pretty basic: for large, long-term holdings, I try to keep them on the mainnet, even if it's slower and more expensive; for daily interact
View Original
  • Reward
  • Comment
  • Repost
  • Share
From Bolts to Colossus-1, the product development speed under computational constraints is the true moat.
View Original
MeNews
Instagram's founder shifts to Anthropic's internal incubator, continuing to search for the next Claude Code-level product
Anthropic's internal innovation team, Labs, led by Mike Krieger, uses hourly/daily-based Bolts for rapid iteration, turning Claude's new capabilities into products, including Claude Code, MCP, Skills, Claude in Chrome, Cowork, and others. Computing power has become a hard constraint; in May, they signed a Colossus-1 data center computing power agreement with SpaceX to increase the limits for Claude Code and Claude API.
  • Reward
  • Comment
  • Repost
  • Share
I’m increasingly convinced that this “grinding” approach—grid trading/DCA—is for people who can sleep through it; going all-in at once is for people who can handle waking up in the middle of the night, reaching for their phone to check. Plainly put, it’s not about which strategy is better—it’s about whether you can withstand volatility and regret.
Lately, some places have been adding taxes and enforcing compliance, then tightening for a while and loosening again. Expectations for deposits and withdrawals keep shifting, and instead of that pushing me to act, it makes me even less willing to loc
View Original
  • Reward
  • Comment
  • Repost
  • Share
Lately, I've been looking at on-chain "tags/clusters/fund flows" quite a bit, and I want to throw in a cold water remark: address profiling can be trusted, but don't believe it completely. To put it simply, it's more like "tailoring measurements," if the measurements are right, it's close enough; if they're wrong, it's like fitting someone else's shoulder width onto you. Clustering treats a bunch of addresses as the same person, but sometimes it's just exchange hot wallets, scraping scripts, or project teams splitting positions. As a result, you get excited over "whale inflows," but it's actua
View Original
  • Reward
  • Comment
  • Repost
  • Share
Aave V4 audit zero vulnerabilities, this round is secure
AAVE-1.93%
View Original
MeNews
Security firm Blackthorn releases Aave V4 audit report: no security vulnerabilities or issues found
May 26th, Blackthorn released an audit report for Aave V4, with the audit period from February 10 to 24, 2026. The core conclusion is that no security vulnerabilities or issues were found, with zero findings at High/Medium/Low/Info levels. The final code submission version has been signed off. Source: Foresight News.
  • Reward
  • Comment
  • Repost
  • Share
Just realized how stupid I was: I wanted to copy a small pullback, but a market order sent me out immediately. Basically, I didn’t look at the depth, the order book was as thin as paper, and I set the slippage too wide, eating through layer after layer, with the average transaction price way off from my expectations.
Looking back, the biggest mistake was the rhythm: seeing it go up made me anxious, and I panicked and went all in. Actually, splitting it into several smaller orders, using small orders to probe liquidity first, and then deciding whether to chase would be much more comfortable. No
View Original
  • Reward
  • Comment
  • Repost
  • Share
Oil prices fall, stock indexes rise, Bitcoin stays flat, funds are choosing sides.
BTC-1.21%
View Original
BlockBeatNews
“Nuclear” or “Peace”? US-Iran agreement suspense flares up again, and strong coins use the opportunity to complete a shakeout, while Bitcoin remains weak
The US-Iran negotiations have shifted from a basic agreement to still being unresolved, with the core disagreement centered on Iran's verbal commitments and the uranium stockpile disposal timetable. In the coming days, the game of negotiations may tighten again. On the market side, traditional market confidence remains strong, oil prices opened lower, stock index futures rose; Bitcoin retreated from sideways trading, and cryptocurrencies like HYPE, ZEC, and others showed significant strength.
  • Reward
  • Comment
  • Repost
  • Share
These days, there's been more arguing in the group about whether the extreme funding rates are a reversal or just a continued bubble. I might as well take my hands off leverage first... When people get emotional like this, it's easiest to fall for phishing sites that claim to check airdrops or offer subsidies.
Wallet security boils down to three red lines: never input your seed phrase on a webpage (not even official sites); don't blindly click confirm on signature authorizations, I immediately reject anything that says “unlimited limit” or “setApprovalForAll”;
It's better to miss out on un
  • Reward
  • Comment
  • Repost
  • Share
Open-source recommendation algorithms, X's recent actions are quite transparent and worth learning for peers.
View Original
MeNews
X Platform Open Source "For You" Feed Recommendation Algorithm
Platform X open-sourced the latest recommendation algorithm for the For You feed on May 15, which integrates content from followed accounts and content discovered through similarity search, using the Grok architecture's Phoenix Transformer for unified scoring.
The algorithm analyzes recent interactions and predicts the probabilities of likes, replies, and shares, providing a final relevance score; the ranking process includes candidate collection, context augmentation, scoring, and diversity adjustment.
The open-source release offers a runnable pipeline, pre-trained models, content understanding services, and an ad blending module, all primarily driven by Transformers.
  • Reward
  • Comment
  • Repost
  • Share
  • Pinned