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Leadership is about Action. 🫡 Following our official buyback, our CEO @RollandSaf has now executed his personal 1% buyback and locked it into the Strategic Reserve. 🔹 Official Buyback In December: DONE ✅ 🔹 CEO Personal Buyback: DONE ✅ Total alignment. Unwavering confidence. We are fully prepared for explosive growth in 2026. 🚀 #UXLINK# #SocialFi# #MassAdoption# #RWS# #Trust#
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Kraken 收购 Reap,交易所的增长逻辑已经变了 Reap 是香港一家名不见经传的支付公司,成立于 2018 年,后来逐渐转向 stablecoin 原生的支付基础设施,把稳定币结算、公司卡、跨境付款、企业财务管理做成 API 化能力。 这个定位很像 Stripe 在 2025 年收购的 Bridge。有意思的是,Reap 创始人 Daren Guo 本身就是 Stripe 第 90 号员工,参与了 Stripe 全球扩张和亚太业务启动。 这笔收购,以 Kraken 母公司 Payward 估值 200 亿美元作为基准对价,也是为 Kraken 接下来冲刺 IPO 进行蓄力。 过去一年多时间,Payward 有 7 笔重要收购 (附图),包括对股票 RWA 发行商 xStocks (Backed) 的收购,这是币圈用户比较熟悉的一个平台。这些交易不是孤立的,能明显感受到,Payward 不希望业务只是交易所,还覆盖了交易、期货衍生品、股票 RWA、稳定币支付等赛道。 基于稳定的支付,是区块链技术最有可能实现 mass adoption 的方向。在这个方向上,其它交易所 / 支付巨头也都在行动: ◦ Coinbase 在 2024 年收购了 Utopia Labs,以加速 Coinbase Wallet 的链上支付路线; ◦ Stripe 在 2025 年收购了 Bridge,Web2 支付巨头全面进军链上。近期还拉了 Meta 一起合作,通过 Bridge 向 Meta 的内容创作者跨境支付 USDC。 ◦ Binance 在主推 Binance Pay,包括扫码支付、与 IM 聊天整合在一起的转账支付体验,近期在越南也有很多动作; ◦ OKX 在主 app 里,基于 X Layer 这条链,推 USDG 和 OKX Pay,环环相扣;还接入了 GrabPay 商户网络,用户可以用 USDC/USDT 扫 GrabPay 二维码,商户最终收到 SGD 法币。 交易所的增长逻辑已经变了。 以前,交易所竞争的是深度、币种、手续费、衍生品等交易逻辑;现在稳定币成为链上美元,交易所开始竞争「谁能把稳定币余额变成真实支付流」。
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咱就说白了 jiso 极搜。这种产品 才是币圈最适合的。mass adoption 可惜现在币圈的投融资体系 这种韭菜构成 这种从业人员结构 已经很难孵化出有生命力的项目了
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🚀 Governance Proposal: Unlocking UXLINK’s True Value & Monthly Buyback As the world’s largest Web3 social infrastructure, UXLINK is the critical engine driving Web3 mass adoption—connecting real users and empowering the entire ecosystem. Despite maintaining robust monthly profitability and solid growth, the market has not fully reflected the fundamental value we bring to the industry. Based on our unwavering confidence in the future, we propose a continuous value-capture mechanism: 📈 Proposal: Use monthly project profits to buy back no less than 1% of UXLINK tokens and place them into Strategic Reserves. Our infrastructure is solid. Our impact on mass adoption is real. It's time to capture the value. 👇 Vote now: #UXLINK# #Governance# #Buyback# #Web3# #SocialFi#
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🧵AMA Recap|Moonlight × UXLINK CEO Rolland Our AMA title was “Why UXLINK May Be One of the Most Mispriced Mass-Adoption Infrastructures in Web3?” In every Web3 cycle, “Mass Adoption” becomes the loudest catchphrase.  But after hosting countless AMAs and speaking with teams across ecosystems, I’ve learned one thing: very few projects are actually solving the hardest part of adoption, bringing real Web2 users into Web3 and keeping them there through real relationships, real usage, and real value. That’s exactly why I invited Rolland, CEO of UXLINK, to this AMA.  Our goal was simple: cut through the hype and examine who is quietly building the long-term growth infrastructure of Web3. What followed was a conversation that reframed how I, and likely many listeners, should think about mass adoption. Mass adoption is already happening, but not in the way most people think. Rolland began by acknowledging that mass adoption is no longer theoretical.  We’ve already seen projects like Catizen, CYBER, and PARTI drive explosive user growth in their respective domains, gaming, decentralized identity, and AI content.  Each of them is executing extremely well on a clearly defined track and has successfully pulled waves of new users toward Web3. But Rolland challenged us to look beneath the surface. While these projects shine within specific verticals, very few are building a persistent network of real people and real relationships.  UXLINK operates precisely in this overlooked layer, not as a spotlight application, but as the foundation beneath the ecosystem. From my perspective as the host, this was the first key insight: UXLINK is not competing for attention; it is competing to become indispensable. To explain this difference, Rolland introduced an analogy that stayed with me throughout the AMA.  He described most successful applications as “track leaders”, highly optimized products designed to win within a single scenario. UXLINK, by contrast, is building the “soil.” If other projects are digging wells on their own land, UXLINK is laying the underground water network. Instead of optimizing for one product form, UXLINK focuses on connecting real users, verifying social relationships, and creating a reusable growth layer that any project can build upon.  Tracks may change over time, but soil compounds. One of the most important moments of the AMA came when Rolland reframed UXLINK’s core mission.  Most Web3 projects ask, “How do we grow faster?” UXLINK asks a very different question: “How do we make the entire industry grow more easily?” That distinction explains why UXLINK doesn’t always look flashy during short-term market cycles. Infrastructure rarely does.  But once established, it becomes extremely difficult to replace.  From a host’s perspective, this also clarifies why UXLINK may be systematically undervalued, its value shows up in what others are able to launch, scale, and sustain because of it. Rolland then broke down UXLINK’s long-term value into four deep moats, and hearing them explained together made it clear why the project sits in a category of its own. First is the real social graph. In an industry filled with bots, scripts, and artificial activity, UXLINK insists on doing the hardest thing: connecting real people through acquaintance-based social networks.  This approach has enabled the genuine migration of tens of millions of Web2 users into Web3. Real relationships are an asset that cannot be fabricated or gamed. Second is OAOG, UXLINK’s cold-start engine. OAOG is not a marketing slogan but a precision-operated growth system.  By combining social trust, verifiable relationships, and fission mechanisms, it allows projects to bootstrap real communities across chains, regions, and markets, breaking the traditional cold-start curse in Web3.
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