Haotian|Web3DA

After spending the past year in crypto, although I didn’t make much money, I came to deeply understand the three major bugs in this world:
1) The siphoning of global liquidity by the U.S. oil-and-dollar hegemony;
2) Iran, despite being non-nuclear, using the trump card of the Strait of Hormuz to pose an economic threat comparable to that of a nuclear power;
3) North Korea, a tiny, impoverished country, making a fortune with the hidden card of hacker groups like Lazarus Group;

发现不少人根本不懂 @Uniswap 和 @Hookrfun 的关系，谈几点理解吧：
1）每次uni推出官方hooks的时候，总有人说对hookr是利空，巴不得所有hooks都来自hookr且被uni采纳才行。试问真那样hookr还会只有20m吗？ uni肯定会一直自营推更主流安全性更高的官方“通用”hooks，而hookr作为前沿实验孵化基地更多探索推出创新性、试验性且有未来想象力的“定制化”hooks，二者是互补关系；就拿最新的聚合hooks来说，其吸来更多的流动性，对于hookr这种做infra推各类pools的服务方而言肯定是好事一桩；
2）uniswap labs引入v4 hooks发展hooks生态，就好比苹果推出自己的app store一样，但不可能亲自下场做每一个生态app，hookr承载的就是app store里的某个孵化工厂的角色，会探索推出各类非官方重心的各类创新类hooks，如果你盯着必要性肯定暂时会以官方hooks为主，但放长视角更有趣好玩能触发链接meme开关的肯定是hookr这样的孵化工厂。至于当前市值和价格，在整体链上流动性都在枯竭状态，确实需要多一点趋势判断和耐心；
3）uniswap labs和hookr创始dev @NodarJ 的关系有很多文章分析过了，但双方目前还不可能高调摊牌亮明关系，一来每一个hooks都存在理论上的安全风险，一旦为ho

To be honest, after playing around on-chain, with contracts, and in the secondary market lately, I’m feeling somewhat exhausted mentally. It’s hard to imagine how a market full of vitality at the start of a bull run could become this bloody. To sum it up:
1) I’m still making profits on-chain for now, but I know it’s definitely down to luck. I initially went heavily into Pons, AI, and Stonk, then switched my entire position into Hookr and some altcoins I’d rather not name at key points. Although the altcoins caused me a lot of pain, Hookr’s performance has been truly stunning, so fortunately I’

Why is the hooks narrative important? Looking back at the stack narrative from the last cycle makes it clear.
Based on a modular design, stack created a layered and coupled extensibility solution for the security, execution, and application layers, supporting the prosperity of the Layer 2 sector.
Hooks likewise apply the modular design philosophy to combine DeFi pool contracts, plugin contracts 🪝, and various complex, programmable business-logic execution Lego blocks, raising the market potential of DeFi 2.0.

If this wave of on-chain AI Agent narrative hype fails to surpass that of late 2024, it can only mean two things:
1) The capabilities of today’s AI large models and the level of consumer-facing Agent applications still have a long way to go;
2) Those creative and imaginative Devs have yet to return, and the narrative potential of combining Crypto with AI has yet to be fully unlocked.

What deterministic investment opportunities are there?
Especially in a market that has been bearish for a year and is dominated by highly volatile PVP games, every purchase could be made at the top, and every sale could be made at the bottom.
There are only a few certainties:
1) The bull market has arrived, liquidity will gradually become abundant, and opportunities will be everywhere; losses on one project can be recouped from profits on others；
2) MEME paired coin stocks and MEME-bundled Agents will be the two major narratives of the primary uptrend, with both opportunities and information a

$PONS has been highly controversial due to its centralized buyback, while $Agency has been highly favored for its transparent operations, including autonomous agent-driven integrated automated buybacks and burns. Precisely, $HOOKR provides a complete set of composable modules with embeddable, open, transparent, market-prescribed rules.
What does the market fear and prefer? What trend is it buying into, and how will it evolve next? The subtleties lie herein.

Following the MEME coin-stock pairing narrative, it seems MEME-Agent bundling is also gaining momentum.
MEME is the soul, while the paired asset is the hook! The story is becoming increasingly sophisticated😂

Does everyone mostly play on-chain primary markets or pick more from the secondary market?
Looking back, the $ENA and $STX I picked from the secondary market a month ago have both doubled, and $MON has also performed very well. Meanwhile, after playing on-chain for a month and chasing one opportunity after another, my profits were severely thinned out in a major pullback, and I ended up mentally and physically exhausted.
Of course, whether choosing the primary or secondary market, when you feel there is such a large “opportunity cost” to the choice, it clearly means we are in the early stage

robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c 👀
没有消息，没有情绪，没有催化剂。它却在稳稳地涨，这是要站在叙事舞台中央的节奏。

虽然大家都盼着 robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 涨，但回归到平台生意的本质，发射台就是会吃生态红利，生态火热时发射台最大得利，生态低迷时发射台也会被连带波及。
相比不怎么讨喜却熬过一个周期的 $PUMP 又要新高了，而Robinhood Chain上的新秀Pons和AI却双双势能不足，背后就一个原因：
褪去大家对链上新生态的纯粹愿力之外，一定要明白，需要时间，需要时间，需要时间！

The crypto industry has existed from start to finish because of “consensus.”
The consensus split between decentralization and centralization, the split between institution-led VC tokens and retail on-chain PVP, and the various consensus splits reflected in different communities and factions attacking and stepping on one another for their own interests are all simply the industry’s purest “underlying essence.”
Unified consensus can drive the main narrative uptrend, divided consensus can bring complexity and diversity, and fragmented consensus may contain potential trading opportunities. Think a

A healthy bull market always alternates between hot trends in the primary and secondary markets. Get good sleep and stay energized—there will never be a shortage of opportunities.
Yesterday, I was still a secondary-market technical-narrative expert, analyzing the importance of privacy technology for institutional adoption and researching cryptographic technologies such as $ZEC and $NEAR ;
Today, I’ve transformed into an on-chain primary-market (dog-beating) Alpha hunter, thrilled by the new NFT art explosion model of artists and scientists “begging” on-chain sparked by $PAID .
Looking forward

Once you understand the relationship between $PAID and X Money, you also understand the relationship between MEME and crypto stocks, as well as the relationship between privacy infrastructure such as $ZEC and $NEAR and institutional Mass Adoption. Most importantly, you finally understand the relationship between Crypto and AI.
Borrowing the words of the venerable Kevin Kelly, Crypto is AI’s Token.
Over the next year, cherish the Crypto highlights we share.

The impossible trinity for making money on-chain in the early bull market: Robinhood Chain｜ Solana｜BSC
1) Robinhood Chain makes money from innovation sparks in the tokenized stock narrative, consensus amplification, and accompanying the growth of subsequent value protocols;
2) Solana makes money from sentiment buildup, amplified capital flows, and FOMO-driven follow-on investments in various experimental projects emerging from Devs;
3) BSC makes money from the funds spilling over when neither RH nor Solana is making money—or when RH and Solana somehow manage to make money simultaneously.