ZK Zhao Profile
ZK Zhao

@zk7hao

Followers
4,436
Following
2,233
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Statuses
1,634

Product / Crypto / Data, UTC+8 豆瓣: 子珂; zkzhao.eth Views are my own

@primitivecrypto
Joined September 2012
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@zk7hao
ZK Zhao
5 months
so many CryptoxAI projects now 😵... how to make sense of them? Share a bit of my taken on the CryptoxAI landscape, and best resources to learn about this space A 🧵👇 (spoiler: full article link at end of the tweet)
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@zk7hao
ZK Zhao
2 years
My take on the Crypto Data Landscape 2022 ... progress, new products and my predictions, updated from my prev one 1y+ ago A 🧵 👇 ...
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@zk7hao
ZK Zhao
1 year
Finally have time to post this ... My take on the Crypto Data Landscape, the 2022 definitive edition ... with tons of updates from 3mon ago, a lot more covered now A 🧵 👇 ...
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@zk7hao
ZK Zhao
2 years
A summary on the Decentralized Identity (DID) space A 🧵 👇 ...
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@zk7hao
ZK Zhao
2 years
行情比较无聊,写写 @GMX_IO 中文区讨论不多,是一个非常有意思的项目,1年内从链上杠杆/期货赛道20+团队中杀出,坐稳赛道前3. 如果不算dydx这种混合dex, 只考虑全链上dex,甚至可算第一大(比最早的 perp, 顶级vc背景的fst的交易量都要大)
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@zk7hao
ZK Zhao
2 years
记录一下最近关于PM(产品经理)的一点思考 工作5年的pm和工作1年的pm有什么区别?因为看上去做的事情都差不多
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@zk7hao
ZK Zhao
1 year
简单记录一下smart contract快速入门的一些资源 主要用于了解实际项目的设计,入门和理解为主,不考虑硬核开发,适合PM学习dapp的设计方式
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@zk7hao
ZK Zhao
3 years
sharing a personal tool i've been using for a while, chainsight
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@zk7hao
ZK Zhao
8 months
最近有个说法,"USDT市值破历史新高,高出牛市顶峰市值",好像牛市马上开始 虽然最近市场好很多,但数据上有些偷换概念了。如果真的看市值,增长主要来源于USDC的持续减少,换成了USDT (下图); 稳定币总市值并没有增加很多 这是我一直关注的币圈宏观指标之一,还以为手上数据出错了 🤣
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@zk7hao
ZK Zhao
1 year
How can we prevent another FTX event? Can an exchange blend safety & performance? Sharing a bit of my research... Orderbook DEXs: the next exit for crypto? - numerous orderbook DEXs, how to understand them? - any novel developments? - what factors drive adoption? A🧵👇 ...
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@zk7hao
ZK Zhao
2 years
有点晚了,还是简单记录一下关于FTX事件的看法 具体影响有多大,还未可知 我觉得只是beginning of the end 应该是这轮周期币圈最大事件了(可能是币圈为止最大的事件),一些推测:
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@zk7hao
ZK Zhao
3 years
@llamacorn888 已知缺老师一天的收益在2000u. Defi目前稳定币挖矿的收益在万5. 可知缺老师的稳定币挖矿仓位大概在5m左右。一般来说,稳定币只占缺老师这种eth大户20%的仓位。可以知道缺老师总仓位大概在25m左右,折合人民币2亿。再考虑到缺老师说的是至少。那么应该是在4亿的样子
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@zk7hao
ZK Zhao
7 months
我认为并不是这样的逻辑。币圈有两类牛市 - 资产牛市: ICO, NFT, Inscription ... 直接创造出大量的新资产以供炒作 - 应用牛市: defi, gamefi, socialfi... 产生新的应用和基本面,可用投资 上轮牛市是defi 和 nft综合; 再往前看到ICO,其实就清晰了...
@William11Chan
陳威廉
7 months
现在的行情让人想起了21年最狂热的“动物园”,所有人都陷入了价值币和meme币谁更有价值的大讨论。 其实我比较好奇的是,按照以往牛市规律应该是BTC涨--技术创新涨(如defi)--版块概念轮动---MEME集体爆发---NFT收尾。但是这一轮好像是直接从BTC涨跳到MEME爆发,中间环节出了什么问题呢? 没创新了?
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@zk7hao
ZK Zhao
1 year
Sharing some random thoughts to my Web3 builder & PM frens Why Web3 product feels different from Web2? - why 'Web3 Discord clones' feels off from Web3-native products like Uniswap - how to learn high-level smart contract concepts - how to have more Web3-native app ideas 🧵👇
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@zk7hao
ZK Zhao
2 years
6/ 我才想到,近年来自己显著提升的能力是strategy —— 短期的目标是什么,哪些可以不做,具体配合什么功能,用户真正喜欢产品的点在哪...并且清晰和上下沟通清楚 这样,在短期1-2月时间下,整个团队可以很有目标,围绕这个核心产出很多东西;非重点的部分效果不好,团队上下也很好理解
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@zk7hao
ZK Zhao
11 months
Enough has been said about @TeamUnibot : price action, roadmap, dashboard, tokenomics ... but one important thing missed: How they went from nothing to today in such a short time? imo it's a really inspiring example for most crypto builders to learn
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@zk7hao
ZK Zhao
2 years
4/ 这点在和1y pm, 1st-time founder身上明显,因为执行层面做得都不错(大部分情况下比我强多了),但在面对不确定性环境时,缺乏方向,东做一点、西做一点 导致每个点都做得没错,但因为缺乏strategy, 对整个团队的消耗很大. mkt, eng, design每天在干活,但没有好的结果
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@zk7hao
ZK Zhao
1 year
打算拉一个web3 product + growth的小群 不知道大佬们有没有合适的朋友可以介绍? 另外,也想做些规则,想听听建议 - 隐私, 内容不外传 - 6人小群, 要求水平大致相当 - 2周一次讨论/会议,持续2个月, 结束散伙 - 主要交流工作经验、讨论平时碰到的问题,也可以互相介绍人、工作机会.
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@zk7hao
ZK Zhao
1 year
any web3 game dev fren here? I was wondering what's the web3 gaming infra landscape and after some digging end up with this make any sense? anything I missed?
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@zk7hao
ZK Zhao
1 year
Sharing some random thoughts I've been thinking about for a while... What is a fair way to raise money for a crypto project? and how to strike the right balance between investors and team? Love to hear your feedbacks. For full ref 🧵👇
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@zk7hao
ZK Zhao
3 years
@DuneAnalytics , the data platform for crypto all? some random thoughts 👇👇👇
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@zk7hao
ZK Zhao
1 year
感谢,能看懂的人也不多 🤣
@anqirocks
AnqiRocks 安琪
1 year
#阅读 豆瓣的某本书评下看到 @zk7hao ,分享下这篇文章。 读起来就是简洁又准确,舒服。
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@zk7hao
ZK Zhao
3 years
@realwuzhe 其实BTC, ETH; 然后抵押出稳定币出来投一些早期项目,收益应该能做到极高了. 每个热点都追上不现实.
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@zk7hao
ZK Zhao
5 months
more view and likes than the original thread🤣, thanks @sandraaleow 🙏🙏
@sandraaleow
Sandra
5 months
Study the crypto x ai landscape. h/t: @zk7hao
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@zk7hao
ZK Zhao
1 year
感谢 @Sky9Capital 大佬空投的 @OneKeyHQ touch 用下来各方面完成度都很高,也可以体验到 @ohyishi 对UX的重视 想起自己以前也是支付相关,做全流程和生态不易。相比太多团队发个合约就融资几千万… 扎实做硬件、完整产品的团队让人佩服🫡 就是下次能不能早点空投,就不会和FTX一起归零了😭😭😭
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@zk7hao
ZK Zhao
5 months
note: ~1y ago I wrote a thread on crypto data landscape; data and AI are quite related, but I dont find many things to update in that, so this time let's just talk about cryptoxAI
@zk7hao
ZK Zhao
1 year
Finally have time to post this ... My take on the Crypto Data Landscape, the 2022 definitive edition ... with tons of updates from 3mon ago, a lot more covered now A 🧵 👇 ...
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@zk7hao
ZK Zhao
5 months
1. Types & Structures I find it's eaiser to categorize projects into: - Gen-AI related: goal is to create things like chatgpt, midjourney... - On-chain ML related: goal is to put ML models on chain (esp on EVM chains), apps like yield optimization, risk mgmt etc. ...
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@zk7hao
ZK Zhao
5 months
- Dev component: things like data and hardware/GPU that are key supporting elements to AI dev (but not related to the client-side apps) and for Gen-AI, On-chain ML we can categroize into App/Middleware/Chains.
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@zk7hao
ZK Zhao
3 years
@0xcryptowizard 记得在去年defi summer后. 还有一种声音说配置defi蓝筹+btc就够了. 因为defi蓝筹相当于eth+杠杆....
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@zk7hao
ZK Zhao
2 years
5/ 以及某些类型的产品看起来吸引人、别人在做,但是实际上要求非常高。因为web3可以直接观察某个细分赛道已经做过很多遍,都没做成功,��细分析可以避免走很多弯路 一些高光团队犯错,大部分也是strategy层面缺乏��验
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@zk7hao
ZK Zhao
2 years
综上,对strategy的理解是3y pm和1y pm的主要区别之一 (我5y才有还是我太菜了🤣); 而且经历过了相当多的项目了才有体验,我刚毕业时也以为自己有在做strategy, 但回过头来看,实际上是看不到这个层次的,只是自己认为的strategy 在web3大创业环境下,能近距离观察极多的创业团队,也是快速成长的方式
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@zk7hao
ZK Zhao
3 years
之前说过一个thesis, 叫做钱包2.0. 也就是随着onchain的兴起, 2017一代的钱包已经不够用了,有新的各类需求可以解决,也成为了新的流量入口.
@Super4DeFi
benmo.eth
3 years
明年,大概率就是onchain钱包的全面之战了。
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@zk7hao
ZK Zhao
1 year
Shout-out to @DarthCastelian and @hanjaycrypto for treating me to such delicious pho, and what a great builder community they have built in VN!
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@zk7hao
ZK Zhao
2 years
(1) 迭代制胜. GMX目前算成功,但刚开始却并不如此. 经历了XVIX -> GMT (bsc) -> GMX (arb)的迭代. GMT的交易量也很小,但团队看到了改进的方向,再做了一系列优化,于是有了GMX的今天
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@zk7hao
ZK Zhao
3 years
哪些特点呢?safety + app + web browser (所以metamask出了手机端; onekey也出了网页端); cross-chain (eth + bsc + .. + sol); asset profile (山寨币的数据必须更全面更准确; 所以debank反过来也出了浏览器钱包); dapp browser; cex整合 (safepal) ....
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@zk7hao
ZK Zhao
7 months
@ohyishi 这个我可以专门写一篇了... 大公司小公司小团队基本上都经历过了,目前感觉基本上出坑了
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@zk7hao
ZK Zhao
7 months
最近又有大v说, "U的入金还是没有明显增加"🤣 从数据看,上条推后增加蛮明显的. 但我觉得 - stablecoin mcap 不一定是牛市的leading indicators - 对市场参与者来说,牛市与否没那么重要. 有行情能炒赚钱就行,没行情不炒就行了... Do you want to be right or do you want to make money?
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@zk7hao
ZK Zhao
8 months
最近有个说法,"USDT市值破历史新高,高出牛市顶峰市值",好像牛市马上开始 虽然最近市场好很多,但数据上有些偷换概念了。如果真的看市值,增长主要来源于USDC的持续减少,换成了USDT (下图); 稳定币总市值并没有增加很多 这是我一直关注的币圈宏观指标之一,还以为手上数据出错了 🤣
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@zk7hao
ZK Zhao
2 years
最后,GMX虽然优秀,但问题也很多。chainlink front-running是最大的问题; 交易模式也决定了BNB, SOL, LTC等没法交易. GMX只是当前技术限制下的一种过渡方案,用户量也就500人... it's always day 1.
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@zk7hao
ZK Zhao
3 years
@ethxman 黄金几千年不需要利好. 稳定存在,作为价值锚定,逐渐被人们接受,adoption curve逐渐增长,作为crypto的gateway将crypto引入主流. 不会大涨, 但也未必会大跌?
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@zk7hao
ZK Zhao
2 years
@ensdomains @LensProtocol @DegenScore @poapxyz @SpruceID @discoxyz @BrightIDProject @DeBankDeFi @nametagtweets @arcxmoney @showkarma_xyz @sealcred @OrangeProtocol @ProjectGalaxyHQ @violetprotocol @Knn3Network 4.2 A better reputation engine? Not drop NFT from a one-time whitelist, but based on dynamic algo / data, incorporating as many data sources as possible, and can be transparent / used by daos. maybe something like web 3 mixpanel.
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@zk7hao
ZK Zhao
1 year
@_0xSea_ 笑死,确实就是这样呀。赚钱就好,没必要创业
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@zk7hao
ZK Zhao
2 years
半年过去了。没有想到GMX成了PERP DEX的市值第一...就在前100的边上,但价格没咋变. 而 dydx 6 -> 1.5u perp 6 -> 0.7u fst 2.3 -> 0.13u ...
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@zk7hao
ZK Zhao
2 years
目前日交易量100~200m, 和bitfinex futures接近; tg社区4k人; coingecko top 200, 估值略低于perp
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@zk7hao
ZK Zhao
5 months
@TheOracleMor
The Oracle E/acc | Morpheus
6 months
Announcing that Livepeer and Syntropy will be contributing the Decentralized AI Future! #LPT #NOIA #MOR #Morpheus Follow the Oracle 🔮
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@zk7hao
ZK Zhao
9 months
@anqirocks 所以我特别不喜欢和大部分国内的PM交流 🤣 总是把产品抬到哲学、认知层面,觉得自己多高明、宏大叙事,把问题复杂化;不愿从一线、用户问题、市场机会、产品缺陷等实际方面思考(当然大部分人也完全不懂...)
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@zk7hao
ZK Zhao
10 months
“If you don't believe me or don't get it, I don't have time to try to convince you, sorry.”
@0xShawnWang
ShawnWang
10 months
好多人都喜欢把crypto比作互联网的早期,然后说互联网早期也一样荒蛮,所以crypto在荒蛮后也会有真正的繁荣。这种论调其实在逻辑上站不住脚,没有任何逻辑关系,Crypto也不是什么下一代的互联网。 互联网虽然泡沫过,但是实打实的创造价值从来都有,创造1分的价值,炒作3分的泡沫。
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@zk7hao
ZK Zhao
2 years
web2: you are the product web3: you are the exit liquidity
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@zk7hao
ZK Zhao
2 years
但结果是arb带来了流量, 而且eth和bsc的用户群体差别很大. 目前愿意用链上杠杆的主要是eth的大户; bsc上散户对这个不感兴趣. 后来再部署avax又带来了大量交易量的不小增长. 都是非常关键的战略.
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@zk7hao
ZK Zhao
8 months
@jaysonhu2018 我是kraken出金到wise然后刷wise, 感觉费用还可以? usdt -> usd的话综合成本0.4%? 不过这个算是pre-paid card...
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@zk7hao
ZK Zhao
2 years
2/ 最大的影响 crypto / web3本质在一个tech adoption的流程(下图),之前是快走到主流用户,预期会有大的增长;这次事件后,主流用户和资金接受度会回退,也就是大佬们说整个行业可能会倒退1-2年 - 新用户视角: 资金安全都没有保障的时候,谁去玩nft, social等各类web3细分赛道?
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@zk7hao
ZK Zhao
2 years
@ensdomains @LensProtocol @DegenScore @poapxyz @SpruceID @discoxyz @BrightIDProject @DeBankDeFi @nametagtweets @arcxmoney @showkarma_xyz 2.2 Badge-issuance @sealcred ZKP-powered privacy NFT/Badge protocol; impressed by their execution, much better than competitors. @orangeprotocol goes a step further from @poapxyz @ProjectGalaxyHQ , can issue badge based on dataset computation, not static whitelists.
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@zk7hao
ZK Zhao
7 months
完全同意... 之前有朋友说要做价值投资... 问题是币圈的项目99%没有可持续的现金流 (可能几个大交易所除外了),实际上都是meme罢了, btc本身也是meme起家
@0xcryptowizard
🔮0xWizard🧙‍♂️
7 months
抛开争论观点,说个简单的道理。 币圈99%以上的币,本来就没基本面,哪里有热度和流量,哪个币就会涨。 你喜欢不喜欢,这也是事实。央视点名批评某币诈骗,立刻有游资去拉。 本质是,资金选择哪个标的表演都可以,自然选择观众最多的舞台。
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@zk7hao
ZK Zhao
5 months
2. Why CryptoxAI? recom checking this from @MessariCrypto ; tldr - issues like GPU shortage suitable for crypto experiment - crypto is a good way to support open dev platform (alternative to centralized, close-source platform like OpenAI)
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@zk7hao
ZK Zhao
1 year
(3) API is getting hot: @nxyzdata raised from paradigm, @CoherentAPI from coinbase, and @TransposeData is also doing well (4) uni platform: @SpaceandTimeDB @ZettaBlockHQ @ChainbaseOnline all solid teams and very ambitious, and have good conn w/ me, recom trying
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@zk7hao
ZK Zhao
1 year
Sharing my exp using ChatGPT so far! Hope this can be useful for my friends. 1/ Access - Sadly, no easy way for most in CN to use - Recom getting plus + API together: cheap & powerful - Special thanks to @Cydiar404 , w/o him I wouldn't have been able to use GPT-4 at all!
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@zk7hao
ZK Zhao
1 year
updated again. should be good enough now
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@zk7hao
ZK Zhao
2 years
1/ 一直以来我都觉得做PM很容易 不是“哇我想了个牛逼的点子,明天上线”这种容易 而是——“竞品调研、客户访谈、快速原型调整、具体方案、上线后分析数据、复盘”,这种容易
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@zk7hao
ZK Zhao
3 years
其实就全层面,我最希望见到的是Nansen和dune的合并. 就是一方面有极强的造血能力,另一方面又能平台性的回馈社区。不过现在资本直接买单也好。dune最大的问题就是不赚钱....但也不应该赚多少钱
@0xwayne_z
Wayne
3 years
1/ 今天都在说 Nansen 和 Dune 的融资和估值,也跟朋友大概聊了一下,因为我们也有类似的业务。 个人认为 @nansen_ai 的融 $70m 融资(估值)有些高了,而 @DuneAnalytics $100m 估值则是低了。🧵⬇️
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@zk7hao
ZK Zhao
2 years
1/ 整体影响 - 二级市场: 短期内流动性进一步降低 -> 所有项目估值下降 - 一级市场: 受二级市场估值降低、资金短缺的影响 -> 融资进一步变难 - 主流市场、tradfi: 受ftx scam影响,短期内不会进入(~6mon),场内资金进一步短缺
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@zk7hao
ZK Zhao
2 years
@realwuzhe 能不能先给一下财富密码....
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@zk7hao
ZK Zhao
3 years
1/ recently i was thinking about the data stack in crypto data space; and find we can categorize crypto data orgs into different layers: data collect, data dev, and data app (similar to data platform in big tech companies)
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@zk7hao
ZK Zhao
10 months
and that's pretty much about it! and so happy to finally meet IRL w/ @JoyceInNYC , @Mulan0x , @RaccoonHKG , @NintendoDoomed , @2lambro , @0xSea , @byobu4 , @cwweb3 and all my anon fren. really appreciate your help along the way 🙏🙏
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@zk7hao
ZK Zhao
11 months
any giga brain looking into crypto-native leveraged product? e.g. @stella , @AlpacaFinance , @ExtraFi_io ... love to learn about your thinking 🫡🫡
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@zk7hao
ZK Zhao
5 months
3. Any good material to dive deeper? @caseykcaruso thoughts on decentralized AI
@caseykcaruso
CASΞY
6 months
my thoughts on decentralized AI in a thesis + anti-thesis format
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@zk7hao
ZK Zhao
5 months
@VitalikButerin
vitalik.eth
5 months
The promise and challenges of crypto + AI applications:
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@zk7hao
ZK Zhao
1 year
... problem space. Love to hear your ideas on it, and hope we can see more Web3-native apps 🤣 Thanks to @0xShah @sharqwy @angelomint @ArthurZubkoff @RiceMaximalist @NintendoDoomed @Web3holy @0xBobie @dAnxBuidl @jasonmeinzer @lazervike for the encouragement and feedback🙏
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@zk7hao
ZK Zhao
1 year
@yuyue_chris 是这样没错,几个角度 第1层: 单纯炒作热点罢了,币圈见过太多 第2层: AA是新应用模式的基础的一部分; 比如说真的有新的应用了,要吸纳新用户,基于AA当然更好 (infra <-> app是互为飞轮的) 第3层: 但这个点也未必, stepn这个级别并不需要AA (直接中心化完事); ton network也不需要
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@zk7hao
ZK Zhao
1 year
Recently, I delved into a book on venture studios. It was not only easy to grasp but also quite inspiring for builders in the crypto space. If you're considering building your dapps today, I highly recommend it.
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@zk7hao
ZK Zhao
2 years
3/ 但这几年在crypto / web3观察了大量项目,很多失败和很少的不错的,我发现还是有区别的 有些项目,虽然背景豪华,团队来自顶级大厂、学校,拿了顶级vc的钱,但却发现项目做得太烂....甚至直接重复踩一些别的团队踩过的坑,实在太明显不过的strategy问题了
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@zk7hao
ZK Zhao
1 year
2.3 data dev / data infra (1) @DuneAnalytics is certainly leading w/ a lot of progress, and @flipsidecrypto is catching up quickly (some good release recently) (2) @AlliumLabs (seasoned team), @onluabase @GeniiData focus more on biz customers (vs. community)
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@zk7hao
ZK Zhao
2 years
这样说有些抽象,可以举些web3的例子 - GMX退出bsc, 选择arbitrum re-launch - 无数的web3 social里, farcaster为什么可以跑出来 - 这么多defi insurance失败了,还有人想做,起码可以避免哪些坑
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@zk7hao
ZK Zhao
2 years
目前日交易量100~200m, 和bitfinex futures接近; tg社区4k人; coingecko top 200, 估值略低于perp
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@zk7hao
ZK Zhao
2 years
3.5 Communities / DAOs @MetricsDAO : finally a DAO for ppl work w/ data, but sadly no time to get involved 😭. Analysts are rare assets in crypto (prob more data startups than analysts atm 🤣), and I believe communities can bring amazing value to the industry in the long term.
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@zk7hao
ZK Zhao
3 years
@mindaoyang 其实比较简单的做法是看mc, 1m mc, 3m mc, ..fdv.
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@zk7hao
ZK Zhao
8 months
@coinbender_lfg 没,我直接从coingecko API拿的
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@zk7hao
ZK Zhao
1 year
@oran_ge 之前写过一些 - 写文档 - 轻量原型代码 - SQL 分析数据 - 调研和阅读文档、总结文档 - diagram (目前有plugin说支持,不过我还没试)
@zk7hao
ZK Zhao
1 year
Sharing my exp using ChatGPT so far! Hope this can be useful for my friends. 1/ Access - Sadly, no easy way for most in CN to use - Recom getting plus + API together: cheap & powerful - Special thanks to @Cydiar404 , w/o him I wouldn't have been able to use GPT-4 at all!
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@zk7hao
ZK Zhao
2 years
2.3 @DefiLlama just so surprised and impressed that they made this far; much better offering than lots of vc-funded projects; shipping nonstop, fully open-source, tracking hundreds of protocols... just incredible.
@0xngmi
0xngmi
2 years
same page, 1 year ago vs now
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@zk7hao
ZK Zhao
1 year
@ohyishi 所以我劝了很多人很久,不要做web3 data, 很费力又真的不赚钱
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@zk7hao
ZK Zhao
2 years
3/ 好的方面 说实话没啥好事情,唯一可说的是创新空间重回custody, exchange, defi 1.0; 资产安全的重要性深入人心. 因此,下一代钱包 (如 @OneKeyHQ ), 下一代交易所(比如支持merkle tree proof of reserve)会有更多adoption和增长,资本也更愿意支持
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@zk7hao
ZK Zhao
2 years
- if you're a crypto user: hope this help you understand the crypto data space in general, and maybe find some products useful to you - if you work in crypto data (analyst, dev, investor...): hope it cover sth that you missed 🤣🤣.
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@zk7hao
ZK Zhao
1 year
4/ 学习材料推荐 4.1 @AlchemyLearn - Road to Web3 应该是目前最好的教程 - 有视频 - 大部分有github代码 - 具体用例为主(从基本的721标准,tip, staking, 到marketplace...) 非常好理解,2-3天可快速看完(如果只关心核心的智能合约概念),可惜challenge部分没有参考
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@zk7hao
ZK Zhao
2 years
@ensdomains @LensProtocol @DegenScore @poapxyz @SpruceID @discoxyz @BrightIDProject @DeBankDeFi @nametagtweets @arcxmoney 2.1 Profile / Reputation @degenscore . cryto-native and well received so far, very fun. @showkarma_xyz serious reputation solution, already partnered w/ ENS, Gitcoin to tackle governance reputation scoring.
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@zk7hao
ZK Zhao
1 year
This is really a good move for @impossiblefi , as now arbitrum does not have a really reputable IDO platform, but market demands it; and impossible has the exp that can help those projects and real builders
@calchulus
Calvin | Impossible is always BUIDLing
1 year
1/n Wanted to share a bit of the behind the scenes of why we're bringing our @impossiblefi product and community to support new projects within the @arbitrum ecosystem: Impossible started on BNBChain in 2021, where BNBChain was the dominant player.
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@zk7hao
ZK Zhao
5 months
@DistilledCrypto AI watchelist
@DistilledCrypto
Crypto, Distilled
5 months
Updated AI Watchlist - (25 w/o Tokens) Web3 AI is teeming with innovation, DYOR. AI Agents: @Dainprotocol : AI agent economy on $SOL @MorpheusAIs : smart agent tooling @ShinkaiProtocol : agent operating system @Polywrap_io : agent development platform @Chainml_ : B2B AI agent
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@zk7hao
ZK Zhao
2 years
4/ the fix of FTX 顺带聊聊下一代交易所,怎么避免盗用资产。一年前就有朋友在做相关的事,简单聊聊 目前最好的方案应该是starkex的,几个特性 - proof-of-reserve: cex中的用户资产持续更新到链上,外界可不断对账 - force-withdraw: 可以通过智能合约强制取款(有条件) 但这个东西也没那么好,
@EliBenSasson
Eli Ben-Sasson
2 years
FTX shit couldn't have happened on StarkEx, the #1 Self-custody exchange tech. Powering @rhinofi , @dYdX , @Sorare , @Immutable , @canvas_defi , @reddio_com and more on the way. More here:
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@zk7hao
ZK Zhao
2 years
- 投资视角: 之前是只要宏观走好,币圈作为增量市场自己就能走出来;现在这个增量要打问号了. (昨天晚上的宏观数据反应也印证了这一点) 实在太过可惜,宏观转折点一些看法是这2个Q可以见底,结果这一遭,宏观和币圈没啥关系了...
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@zk7hao
ZK Zhao
2 years
作为投资人,也需要从这个最本质的角度去看项目,哪怕是在牛市顶峰。很庆幸给身边的朋友提示了风险,不幸的是MCB又套牢了一些朋友🤣。这点对非Defi应用也很重要。比如曾经全网热议的Monaco, 现在还有人用吗?
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@zk7hao
ZK Zhao
2 years
(2) 专注核心. 在crypto做项目方,找好的vc的钱很重要,做好社区很重要,有meme很重要,有CMO很重要... 但做好核心的东西最重要(在链上杠杆交易来说是交易机制). 所以看到GMX没有拿VC的钱做到这个地位,而FST拿到了顶级VC的钱,做了1年却一地鸡毛.
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@zk7hao
ZK Zhao
2 years
(4) 活跃的社区. GMX的社区人很少,但非常活跃. 贡献了dashboard, @GBlueberryClub , leaderboard等很多内容; 而且也有 @FloodCapital @DoveyWan 等大咖站台. 在我来看,就是让社区资本获益后, 会由衷的为项目呐喊、加油. 或者对大佬们来说,就是和大伙一起赚钱,比一个人赚钱更有意思吧.
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@zk7hao
ZK Zhao
10 months
@Christianeth 不是这个意思。这些书说好听一点是"屠龙之技", 说不好听一点,和绝大部分创业团队一点关系都没有. 远远不如YC startup school的课程来得有用、实际,我更推荐创业的视角.
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@zk7hao
ZK Zhao
2 years
这类机制优化的效果很难预知, 直到上线才有反馈。而一些很明显的思路(比如fst/lev基于uni做margin trading),则因为没考虑完整的交易成本而无人问津. 目前GMX的方案,是绝大部分团队最开始想不到的。但又是根据市场、技术迭代出来被接受的东西
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@zk7hao
ZK Zhao
2 years
具体到dydx上 - 每6个小时对l1 智能合约上的用户资产同步一次 - 没有开启force-withdraw 也就是说,最多也就是能看到有那么多钱,但出问题了可能你也提不走. 而且撮合是中心化的,依然能作恶 所以短期trade sentiment买dydx没啥问题,但局限性还是挺大的
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@zk7hao
ZK Zhao
1 year
is there any zkML expert? want to know about this topic 👀👀
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@zk7hao
ZK Zhao
2 years
@ensdomains @LensProtocol @DegenScore @poapxyz @SpruceID @discoxyz @BrightIDProject @DeBankDeFi @nametagtweets @arcxmoney @showkarma_xyz @sealcred @OrangeProtocol @ProjectGalaxyHQ @violetprotocol @Knn3Network Finance-side would be different (violet protocol, very useful use case). However, if web3 is the future, VC should be the answer. I'm short-term bullish on onchain DID (easier adopted by crypto-natives), long-term bullish on VC based DID (privacy & mass adoption).
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@zk7hao
ZK Zhao
2 years
@0xJuGou @buji_dao 能不能做个死神敲门的meme. 菊狗拿着镰刀,ust, luna, usdt都完了,现在到solana了
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@zk7hao
ZK Zhao
5 months
@Wuhuoqiu view on private cryptoxAI
@Wuhuoqiu
Lao Bai
5 months
ABCDE:从一级市场视角看待AI+Crypto 时隔Chatgpt发布一年多,最近市场上关于AI+Crpyo的讨论再次热闹起来,AI被视作24-25年牛市一个最为重要的赛道之一,就连V神本人都发文《The promise and challenges of crypto + AI applications》(Crypto+AI 应用前景和挑战)探讨未来AI+Cryto可能的探索方向
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@zk7hao
ZK Zhao
2 years
不讨论炒币,从builder角度回顾,因为是一个很近、很真实的创业“阶段性成功”的例子。对于新进web3, crypto的新创业团队可能有所启示
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@zk7hao
ZK Zhao
1 year
- I still think bootstrapped data app team (vs. vc-funded) will in a better position in this bear market. sometimes it doesn't cost too much to build a decent data app (e.g., nft analytics), and if you do w/ 2 people, and can get ppl pay, then you're profitable from day1 ...
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