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很多人都在讨论的 DEXE 暴跌事件到底是什么? 熊市来吃瓜! 纯粹好奇,下午扒拉了一下大家都在发的 DEXE 暴跌事件,扒拉完感觉还是挺有代表性的, 当资产在链上、价格在CEX、风险在合约、交易在内部账本、结算又延迟出现时,我们看到的所谓链上真相,可能只是整个故事的最后一页。 所以链上透明从来不等于市场透明。 来写一篇来龙去脉大家参考: 1️⃣事情经过: (DeXe Protocol 治理代币)在 2026 年 7 月中下旬经历了极端暴跌,引发大量对 DWF Labs 的 FUD(恐惧、不确定性和怀疑), 主要源于链上数据关联、Ceffu 的 MirrorX 机制,以及 DWF 与相关协议的公开联系。 当然目前没有确凿证据证明 DWF 直接操纵砸盘,属于基于线索的推测。 事件时间线与价格表现 1)7 月 12–13 日:DEXE 触及历史新高约 $49.4。 2)7 月 21 日:单日暴跌约 88%,从约 $46–$47 跌至约 $5–$5.65,成交量异常放大(短时间内超数亿美元),订单簿被砸穿。 3)随后 11 天内累计跌幅约 96.8%,低点约 $1.56。之后有反弹(部分报道提到接近翻倍),但整体仍大幅回撤。 这种恐慌下跌很简单:低流动性是放大因素,可交易筹码有限(大量锁在 DAO、团队合约等),任何较大卖压都容易引发踩踏、杠杆清算连锁反应。 2️⃣为什么 FUD 指向 DWF Labs 我觉得指向 DWF 主要是这几个原因: 1)DWF、DeXe、Falcon、Ceffu之间确实存在完整关联:DEXE → DeXe流动性合作方DWF → DWF支持的Falcon接受DEXE抵押 → Falcon使用Ceffu托管及镜像交易。这条链是真实存在的, 但“存在关联”还不等于“已经证明是谁砸盘”。 2)Ceffu从7月13日起分6笔向 Binance 转入约79.79万枚DEXE;DWF与DeXe存在流动性合作;DWF支持的Falcon接受过DEXE抵押并使用Ceffu;Andrei本人已经承认DWF出售过DEXE现货。 但是不能证明这些币全部属于DWF,也不能证明全部已经卖出。 3️⃣到底是谁的问题? 说实话正是因为这些不透明,目前谁的问题无法知晓。 就在写到刚才,发现 @ag_dwf 发布的内容, 他的意思很明确,我们卖了,但这是正常的套保退出和现金管理,不是恶意砸盘。 按照 Andrei 的说法,完整交易路径应该是: 1)2024年大量买入DEXE; 2)2025年卖出一部分获利; 3)之后再次大量买入; 4)2026年上半年,一边持有DEXE现货,一边做空DEXE合约,对冲价格下跌; 5)当资金费率转负,空头开始持续支付资金费,他们选择平掉空单; 6)空单平掉以后,原本被对冲的现货重新暴露在价格风险中,于是卖出DEXE现货,同时增加现金储备。 这个交易逻辑是成立的,假设DWF持有100万枚DEXE现货,同时做空等值永续合约,那么无论价格涨跌,整体净敞口都比较小,相当于锁定利润,而且当时被amm操控的资金费率是-2% 必须要卖出。 但当资金费率转负时,持有空单的一方需要不断付钱,DWF觉得继续套保不划算,于是:买入平掉空单;卖出现货;把仓位转换成现金。 这本质上就是一次解除对冲、缩减风险敞口。 但是,我觉得他还应该说下,卖了多少?什么时候卖?是不是通过Ceffu MirrorX完成?是否与那约80万枚DEXE有关?又对DEXE从46美元跌到5美元贡献了多少卖压? 真正能给这件事定性的,只需要三组数据:DWF/Falcon的UID成交明细、Ceffu资产实际受益人及MirrorX结算记录、DeXe与DWF的完整做市协议。 这也就是我说的链上透明和链下透明的结合处,不透明的话,大家永远不知道。 目前来看,结合所有信息,至于“DWF砸了80万枚、获利4000万美元”,目前依然没有足够证据,峰值名义价值不等于实际利润,Ceffu转账也不等于全部属于DWF。 在这些数据公布之前,最准确的定性是:一次高度可疑的机构风险撤退,叠加低流动性、复杂抵押结构和信息不对称,最终演变成了极端踩踏。 目前最佳的解决争议的方法就是让相关交易所或者独立审计机构确认: DWF的成交时间和数量; Ceffu转入DEXE的实际受益人; MirrorX交易与后续结算的对应关系。
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Exchange-Integrated Liquidity Routing & Security Infrastructure StreamChain 2.0 is introducing key solutions designed to overcome the listing and liquidity barriers typical of standalone Layer 1 blockchains, granting direct access to vast global capital. 1️⃣ ERC-20 Cross-Chain Bridge (Integrated Liquidity Routing) We completely resolve the immense costs, complex integration procedures, and lengthy development timelines associated with listing new L1 mainnets on CEXs through our Advanced Ethereum Cross-Chain Interoperability Protocol. Cost-Effective CEX Listings💡 : Exchanges can list $STC using their existing, proven Ethereum node infrastructure. This entirely bypasses the heavy integration fees and engineering overhead required for custom mainnet node deployments. Instant Access to Deep Liquidity🌊 : The bridge connects our ecosystem directly to Ethereum’s massive Decentralized Finance (DeFi) liquidity pools and institutional capital. Dual-Layer User Flexibility⚡️: Native StreamChain: Zero-latency, ultra-fast, and cost-effective microtransactions (e.g., StreamLive donations/tips). ERC-20 Wrapped Token: Seamless access to high-liquidity trading and secure institutional-grade custody services. StreamChain 2.0 is accelerating toward sustainable ecosystem expansion and major global listings. Stay tuned for more updates! 🔥 #StreamChain# #STC# #Layer1# #CryptoListing# #CrossChain# #DeFi# #Web3# #CryptoNews# #SmartContracts# #BlockchainSecurity# #AMM# #AITech#
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DualPool 的出现,让我越来越确定一件事:V4 Hooks 真的开始了 很多人看到的是 Spark 把 1.5 亿美元稳定币流动性迁到了 Uniswap v4 我看到的是另一件更重要的事: Hook 已经开始从"概念"进入"生产环境” 以前大家聊 Hook,更多是在讨论: Hook 能做什么? 能不能实现? 有没有人会用? 现在这些问题,正在变成: 已经完成审计 已经开源 已经有真实协议部署 已经有真实资金验证 这是质的变化 很多人还不知道 DualPool 到底解决了什么 传统 LP 很简单: 资金一直放在池子里,等待别人来交易 除了赚手续费,大部分时间资产都是闲置的 DualPool 不一样 LP 的资金平时放在 ERC-4626 Vault 里赚收益 有人交易时,Hook 再把资金瞬间调到 Pool 完成 Swap,交易结束后立即回到 Vault 同一份资金,同时赚: Swap Fee Vault Yield 这就是 Hook 带来的资本效率提升 更重要的是,它改变的不只是收益 它改变了 Uniswap 的定位 以前,AMM 更像一个交易池 现在,Hook 让它变成一个可编程的流动性执行层 开发者可以把自己的金融逻辑直接写进交易生命周期 例如: 交易前,可以做权限控制、动态费率、风控 交易中,可以做 JIT 流动性、MEV 防护、库存管理 交易后,可以做奖励分配、收益结算、NFT 更新、链上状态同步 交易本身,开始变成一个可以编程的过程 这也是为什么: V4 Hooks 不是一个新功能,而是一套新的金融开发框架 未来真正竞争的,不是谁 Fork 一个 AMM 而是谁能写出更好的 Hook 谁能提高资本效率 谁能降低做市成本 谁能吸引真实流动性 Spark 把 1.5 亿美元迁到 V4,我认为意义远大于金额本身 真正值得关注的是: 开始有真实资金愿意采用 Hook 架构 过去很多 Hook 都停留在 Demo、Hackathon、PPT 现在开始进入真实部署 这才是市场真正关心的信号 未来我认为 Hook 会沿着几个方向快速发展: 收益增强(DualPool、Vault) 动态费率 JIT 流动性 Oracle Anti-MEV Settlement RWA 链上做市 AI Agent 未来每一个流动池,都可能拥有自己的 Hook 所以 V4 Hooks 不只是 Uniswap 的升级 它更像是 DeFi 下一轮基础设施升级 过去大家在造协议 未来大家会开始造 Hook 谁能把 Hook 做成真正的产品,谁能拿到真实流动性,谁就更有机会成为下一轮 DeFi Alpha Hook Summer 才刚刚开始。
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A new chapter for green maritime transport has unfolded in Nanjing. Antwerpen, the world’s first ammonia-fueled ocean-going cargo vessel, completed its maiden commercial loading operation at Qingjiang Terminal in Jiangbei New Area. It loaded roughly 30,200 tonnes of green liquid ammonia, marking the launch of a brand-new international export corridor.
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Ethereum is for shipping. Here are some of the things the Ethereum ecosystem launched, upgraded, and announced over the past month. 0/ @RobinhoodApp launched Robinhood Chain (@RobinhoodCrypto) on mainnet, an Ethereum Layer 2 built on the @arbitrum stack, enabling 24/7 trading of tokenized stocks and ETFs for users in over 120 countries through Robinhood Wallet. The network surpassed $1B in DEX volume in just over a week. 1/ @aztecnetwork achieved Stage 2 rollup decentralization under @l2beat's framework, removing governance control over its core protocol and taking another step toward trust-minimized infrastructure. 2/ @VitalikButerin shared updates to Ethereum's evolving technical roadmap, outlining the next phase of Lean Ethereum and the protocol's long-term direction. 3/ @ethlabs_org launched as a non-profit R&D lab for Ethereum and ETH. Their mission is to make Ethereum the settlement layer of the global economy. 4/ @ethereuminsti launched as an independent non-profit dedicated to accelerating the institutional adoption of Ethereum, its L2s, applications and overall ecosystem. 5/ @aave introduced Stable Vaults, fixed-rate stablecoin yield vaults designed for seamless integration into consumer applications. 6/ @zama launched the First DeFi Yield Venue for Confidential USDC (cUSDC) in partnership with @Morpho and @SteakhouseFi, bringing private stablecoin lending to Ethereum. 7/ @swissknifexyz launched a new Privacy Protocol Tracker, making it easier to compare fees, wait times, supported chains, and other metrics across Ethereum privacy protocols. 8/ Global tickets for @EFDevcon 8 went live, alongside speaker applications for this year’s conference in Mumbai, India. 9/ @Optimism and @toss__official signed an agreement to explore bringing the Korean Won onchain, expanding blockchain-based financial infrastructure for one of South Korea's largest fintech platforms. 10/ @OctantApp completed Epoch 12, its first full quadratic funding round using a zero-knowledge vote coprocessor and new voting application, distributing 88.1 WETH to Ethereum public goods projects. 11/ @0xprivacypools launched the trusted setup ceremony for Privacy Pools V2 ahead of its next protocol deployment. 12/ Gwei Name Service launched an ownerless, immutable Ethereum naming system built without administrative ownership. 13/ @ammalgam launched on Ethereum mainnet, introducing oracle-free lending without impermanent loss. 14/ @lodestar_eth added support for Fast Confirmations, allowing Ethereum node operators to confirm transactions in a single slot using validator attestations. 15/ @PrivacyBoost introduced preconfirmations for private transfers, allowing transfers to be treated as usable in around one second before final settlement. 16/ The @ethereumfndn published Ethereum Basics for Governments and Institutions, a new primer introducing Ethereum as a credibly neutral digital public utility for policymakers and enterprise leaders. 17/ @OndoFinance launched @OndoPerps, enabling tokenized stocks to be used as collateral for perpetual futures across equities, commodities, and indices. 18/ @base introduced Base Privacy, giving enterprises infrastructure to trade, pay, and settle onchain with built-in confidentiality and compliance features. 19/ @BGDA_UK launched BAGEY, a natively tokenized UK regulated fund on Ethereum where the blockchain serves as the legal register of record. 20/ @sparkdotfi launched the Stablecoin FX Layer on @Uniswap v4, introducing shared liquidity infrastructure that lets stablecoins access a common liquidity layer. 21/ @Trueo_ launched user-created prediction markets, allowing anyone to create a market by asking a question and letting participants trade on the outcome through a fully onchain prediction market. 22/ @kpk_io integrated @OpenCover Covered Vaults, allowing depositors to add opt-in onchain insurance to curated vaults, with coverage underwritten by @NexusMutual. 23/ @PropellerSwap launched Turbine on Ethereum mainnet, enabling large trades to settle with lower slippage by sourcing liquidity across onchain, offchain, and peer-to-peer markets. 24/ Hosted by @web3privacy, the Neocypherpunk Summit brought together around 1,000 builders and researchers in Berlin to advance privacy, open-source infrastructure, and human rights. 25/ @eth_systems launched as a company building modular privacy infrastructure for institutional Ethereum.
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Police officer vs 1st ammendment biker 😭💀
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I tested Kimi K3 vs Claude Opus 4.8 Same prompt, an armory bay with lighting, props, and detail. Top is Kimi K3, bottom is Opus 4.8. It's not even close. Kimi K3 built a full scene with textures, proper lighting, ammo crates, weapon racks, working detail everywhere. Opus 4.8 gave me a near empty room with a couple of floating tables. No doubt it beats Opus 4.8. Kimi K3 is Fable 5 level, and it's clearly better than GPT-5.6 Sol at 3D and games. An open weight model just matched the best closed models on the market. Let that sink in.
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Kash (@kash_bot ) is no longer just a local testnet it’s a full-fledged infrastructure that’s aggressively integrating into other powerful communities. I stand corrected and present the most comprehensive alpha update on partners and metrics! While other platforms are trying to lure users to their external websites, Kash has deployed its protocol directly on the Base L2 network and set out to capture an audience through powerful collaborations: Tier-1 Ecosystem and Partnerships: Chiliz @Chiliz : The leading sports blockchain has officially confirmed its integration with Kash. This is a brilliant move: direct access to a multi-million fan base with fan tokens, right in time for the current FIFA World Cup. PerpTools @perptools : Joint launch of “AI Arena.” Now, right in the PerpTools feed, you can bet on the performance of AI trading agents. Prediction markets have been combined with AI trading. Warp Chain @WarpGameCHAIN : Scaling in GameFi. Web3 guilds now have a tool to create on-chain markets for the outcomes of esports tournaments, ladder matches, and intra-team disputes. Doppel Games: Confirmed integration to combine poker and AvA games with the platform’s mechanics. Offline Dominance: The project is already sharing the stage with industry leaders. Kash co-organized the private “Prediction Meeting” meetup in Paris alongside Polymarket and the decentralized exchange Hyperliquid. Real-World Traction on Mainnet: The mainnet launch has already demonstrated organic growth: 793+ unique players. 3,800+ open on-chain predictions. $63,000+ in trading volume. Technical Infrastructure: The secret to such rapid adoption is the completely frictionless “No wallet. No app” approach. There are no traditional order books; liquidity is provided by a custom AMM. To launch your own market lasting 15 minutes or longer, or to open a position, simply repost a tweet on X Twitter and tag the official account @kash_bot_trades. The integrity of payouts is monitored by the autonomous LLM Council AI consortium, whose decisions are securely protected by ZK cryptography. Stay up to date via Discord: Website:
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🚨#BREAKING#: Absolutely STUNNING new details are emerging around the horrifying assault on police officers in North Charleston SC on July 4th. Officers say they found a MAKESHIFT SPEAR at the "teen party" while responding to a call that said "teens" were SHOOTING FIREWORKS AT PASSING CARS and multiple gunshots were reported... Officers directed everyone to leave the event... however, fights broke out, and even MORE shots were fired. Police also recovered a huge number of firearms and ammo. Four people were arrested, but more arrests are coming. WE DO NOT HAVE TO LIVE LIKE THIS!!!!!
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