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VALORANT Challengers Japan 2025 Season Finals Grand Final 🔥FENNEL vs RIDDLE ORDER🔥 生観戦してきました！！！🤩 RIDDLE強かった…！ 優勝おめでとうございます👏🏻 VCT Pacific Ascensionも頑張ってください！！！ #ChallengersJP# #VALORANT# #CLスパイカメラ#

Interesting split in @okx X-Perp activity: Crypto is still highly concentrated: • BTC: 55.6% • ETH: 14.3% • SOL: 5.1% → Top 3 = 75% of crypto volume Equities are much more diversified: • SNDK: 22.8% • SPCX: 18.7% • BEAT: 15.1% → Top 3 = 56.6% Meanwhile, gold dominates metals at 70.7%, while CL accounts for 69.4% of commodity volume. Nice to see OKX evolving into more than just a crypto venue. Try it via my affiliate link:

越临近宏观大事件（周三PCE、周五沃什讲话等）期间， 地缘就开始释放利好预期 #Bitcoin# 今天油价 #WTI# 甚至一举跌破82美金，目前82.5附近震荡 接下来看海峡情况、美伊和谈进度、美对伊制裁软化有无实质性进展 个人觉得既然官方说有重大突破、加上油价已从85美金回落至82，有临近沃什讲话 这个乐观预期应该能继续显现，也就是说油价或能继续回落预期 拿着 的 #BZ# 空单已帐目转正，#CL# 是80.2 还差一点，希望有继续利好预期吧 至于 #Bitcoin# 今天冲高回落，且看785能否稳住，但这周宏观事件多，估计波动性高 既然都冲81了，应该不会就这么简单结束，加上地缘预期缓和 看会不会在约78-82区间震荡，或有网格化波动可以玩玩讷 DYOR

I updated my 2023 roadmap diagram to overlay where the items that were there sit in the current Strawmap ( ). In general, a lot of overlap, but: * Some things got reshuffled in order (eg. quantum safety up-prioritized) * Some things deprioritized (eg. VDFs; many EVM improvements) * Some things replaced with superior constructions (eg. Verkle -> unified BT -> PBT; state expiry -> new state types) What's most striking, however, is that some completely new things are in the strawmap that are NOT in this diagram, because they were not in the 2023 roadmap at all. These reflect changing priorities. Notably: * First-class attention to strong privacy. This covers: keyed nonces and recent roots, aspects of FOCIL, lean privacy pool & wormholes * Aggressive scaling in the context of post-quantum. This covers: leanSPHINCS signatures and aggregation, zkzk frames (see ) * Lean-ification of the spec, to assist in formal verification (full FV of everything is only possible because of modern AI) * Blob and gas futures (this idea just didn't exist back in 2023) * Native rollups (SNARKs were nowhere near mature enough to even consider this back in 2023) * A more open design space for the "future of the EVM". zkzk frames already implies that the protocol will expose to users some ISA that's not the EVM - current leading candidates are leanISA and RISC-V. These ISAs are more simple, modern and efficient than the EVM. Once they're there, why not expose them to developers everywhere? (And then, why not turn the EVM into being an IR on top of that ISA, instead of an enshrined feature massively complicating the base protocol?) Though much of the deeper exploration here is too early even for the strawmap. * New state types are not just a replacement for expiry, they're a fundamentally different paradigm to how Ethereum does scaling A common theme in scaling, found in both state types and zkzk frames (both new ideas), is that instead of trying to maximally scale ALL ethereum activity, we try to create specialized mechanisms that have more restrictive properties that make them more scaling-friendly, while supporting the heaviest loads incurred by users and applications today (eg. token transfers, swaps) and tomorrow (eg. privacy protocols). The other common theme is treating STARKs and AI-accelerated FV as first-class objects, that we are okay betting the technical future of Ethereum on. There are recursive STARKs in many layers of the protocol, one particular primitive (the "aggregate to union verified dependencies" primitive) is expected to be used in *three* places in the protocol: EL, CL and DL. This can only be safe with formal verification, which is itself only feasible with modern AI tools. In general, many steps forward in maturity. And a huge amount of hard work by many dozens of Ethereum researchers and developers on all of these features. Ethereum will be quantum-safe. Ethereum will put users' privacy first. Ethereum will be secure. Ethereum will be censorship-resistant. Ethereum will be highly performant and scalable while satisfying the above. And Ethereum will be Lean.

我已经在原油上杀了个四进四出了！杀红眼了都，特朗普现在又送一次😁（底层逻辑分析） 简单分析一下事情经过： 1️⃣ 特朗普喊话伊朗公开保证霍尔木兹海峡的通行安全 2️⃣ 伊朗反而直接袭击了一艘试图通过海峡的商业船只，并再次宣布关闭海峡 3️⃣ 美国随即展开报复，对伊朗的军事设施实施打击 先不要害怕，Punk 告诉你底层逻辑是什么： 表面上看是在不断升级，但往深一层看，双方的每一次施压、袭击和反击，本质上都是在为后面的谈判桌增加筹码 🇮🇷 伊朗要证明自己仍然握着霍尔木兹海峡这张牌； 🇺🇸 美国则要证明，伊朗每使用一次这张牌，都必须付出更大的代价。 所以我现在的核心判断仍然是： 枪杆子里出政权，只有打才能更快的和平 我已经在原油里四进四出，赚了不少猪脚饭。现在又进去一次，等待后续核谈判和海峡问题的结果 仓位上不会单边梭哈，而是考虑用等额的 $CL 和 $BTC 做组合，尽量降低单一方向判断错误带来的风险 --- #BIT美股# 7 年资管平台70 亿美金资管规模、美股平台费最便宜、身份证开户直接送$100

这是刚做多就遭重哇😂 伊朗外交部长：（伊朗）石油和石化出口被豁免，封锁解除，部分冻结资产释放，同时伊朗启动重大重建与发展计划。 消息一出原油下跌 3%，这个早上开多 CL 的鲸鱼已经被套 $120 万。

2 小时前，一个地址把 424 万 USDC 转进 Hyperliquid，然后 10 倍杠杆开多了价值 $3910 万的 WTI 原油 ($CL)。 成为 Hyperliquid 上最大的原油仓位。 看起来他是要赌美伊间的和谈仍会有拉扯反复。 他的开多价格 $78.18，目前浮亏 $23 万。清算价格在 $71.5。 地址： -------------------------------------------------------------------------- #Bitget# 来了就是VIP！Crypto、美股、CFD，全球先机一站布局

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一个扎心的事实。 打开币安 @binancezh APP，首页热门合约板块： OPENAI、SPCX（SpaceX）、CL（原油）、BZ（布伦特）、QQQ（纳斯达克）。 BTC呢？ 对不起，在查看更多里。 原来加密货币的尽头，真的是美股？ 不过换个角度想, 当加密交易所开始蚕食传统金融的定价权， 到底是加密在投降，还是加密在扩张？🫡