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$01 最近在默默上涨,期待为整个 #V4Hook# 赛道打开天花板 @zero1cash
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GM $SATO 🚀 $SATO 今日行情有点刺激🔥 目前价格在 0.4-0.42 美元附近,24h 波动超10-15%,早盘一度冲高后回落。 市场整体低迷,币圈资金跑去 #美股,但# $SATO 依然有成交和关注,V4 Hook机制的叙事还在。 老铁们是继续坚守还是先去美股薅两把AI? 这波是底还是继续磨?👀 $SATO #加密货币# $BTC #V4hook#
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V4 Hook $SATO 的指数Bonding Curve,正在重塑加密共识! 不同于传统PvP零和博弈,这里是纯链上、无预挖、无团队、无admin的极致公平机制: • 买入ETH → 智能合约根据指数曲线自动铸造$SATO • 所有ETH永久作为储备背书留在合约 • 卖出时部分代币燃烧,供应自动收缩 价格由数学+共识共同决定,越多人长期持有(Diamond Hand),曲线越陡峭,稀缺性越强! 目前已有超9800名坚定持有者,峰值市值接近**$40M**。即使回调,一万人齐心建设从未停止——我们不是在炒作,而是在共同铸就当之无愧的龙一! 回归区块链本质,从理解Bonding Curve开始💡 $SATO #V4Hook# #BondingCurve# #SATO#
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just applied for a @UniswapFND grant 🦄 we're a small team building Hey Research Lab on robinhood chain. lots of late nights. the idea is simple: price tells you what the market is doing. we want to show what the builder is doing. before asking uniswap for anything, we didn't want to just write a nice proposal. we wanted to actually understand what's on chain. so we read every uniswap v4 hook on robinhood chain. all of them. what we found surprised us: → 24,287 hook contracts → 321,938 pools using a hook → 16 hooks carry 83% of those hooked pools → 1 launch-protocol hook alone sits behind 189,583 of them → 21,508 hooks were used exactly once → 96.4% hook into swaps, 48.1% can rewrite the swap amount → on 15 sep, 5,515 hooks with the exact same permissions appeared in about 8 hours, one pool each → of 1,920 pools labelled "uniswap", only 437 actually came from uniswap's own v2/v3 factories that's when it clicked for us. counting hooks isn't counting builders. somewhere in that long tail are real teams shipping real things on @Uniswap, and right now almost nobody can see them. that's what we want to build. a map of who actually builds here, checked on chain, open for anyone to use. detection is already live. attribution is next. application's in. whether it gets picked or not, we're building this anyway. it's the thing we wished existed when we started on robinhood chain. data read 1 oct 2026 · @RobinhoodApp
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明天 HOOD Summit 就要开始了,受 @0xminion 老师的启发,简单聊聊我对 Robinhood 上的两个 Launchpad @longdotxyz 和 @ponsdotfamily 的一些粗浅见解。 先说结论:流动性才是 Launchpad 最大的护城河,更深的流动性会让 bundling/控盘变贵,也意味着这些拥有深度流动性的资产更能扛极端波动。Launchpad 下一阶段的竞争,是谁能把原本属于 MEV/套利/做市/细分板块的流动性留住,并把它们变成自身不可复制的资产。LONG 和 PONS 正在采用两种完全不同的方式来致力于做到这一点。 LONG:内化模型,流动性收在自己的产品体系里 1)Fee 转化成池子里的卖墙(Sell Wall/Floor)和金库里的股票 普通 Launchpad 的 Fee 一般是进创作者钱包或拿来做平台币回购,后续的池子里的交易基本就跟这笔钱没关系了。LONG 则把同一笔成交所产生的 Fee 拆分进入两个不同的容器——池子和金库。 池子是干活的库存。 robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 /NVDA 这种币股配对盘,买 meme 就是在往池子里塞股票;股票再涨,同一数量 token 能换到的美元也会跟着变厚。 更关键的是手续费侧的更新。LONG 上线初期创作者拿的 Fee 约 1%,币和股票两边都能领,带来的一个缺陷是热门盘容易变成开发者砸盘的单点故障。7 月 26–27 日起,之后新发的配对盘改了默认的 Fee 结构:大约是成交额的 0.1% 量级给创作者、一部分 v4 Hook 会在卖出时买回(手动销毁,计划自动化)、更大的一部分直接锁进 LP。此前,官方还试过贴着现价的 NVDA 加卖墙,现价下方 10–20% 的可吃深度明显变厚,另外还计划把 v4 LP NFT 转进不可变合约。 金库是不干活的储备。Community Vault 把费用里的股票侧费用打到独立地址,不参与换汇,暴跌时不会因为有人卖 meme 就被抽走;meme 那一侧则锁一部分、烧一部分。池子负责让砸盘变贵,金库负责留一笔不跟盘口一起变动的 NVDA/一篮子股票。 这部分的「费用内化」不是让钱进 LONG 公司账户,而是让这个市场自己的地板和社区名下的股票储备随成交变厚。 2)板块职能由自家产品矩阵顶上 除了 robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18/NVDA、 $MOO/MU 这种常规币股配对盘,指数仓、LongX 3x 杠杆包装等都是 LONG 的产品矩阵,叙事独立、社区独立,但报价资产、复利路径、费用入口都在同一套产品面上。新盘还可以给旗舰金库送股票腿(LONG 500:新股票配对盘的股票费用里切一部分进 robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 金库,另切一部分买回销毁新币,LP 复利继续转)。 3)No vamp 复制一个 Bonding Curve 很容易,但复制「已经锁在现价附近的那批 NVDA + 成为这个股票的链上默认盘口」却很难。官方如果再发一个更低费率的工厂吸自己,等于拆自己的库存和路由权。利益绑在一起,就没有动力对自己生态抽血。 PONS:外化模型,专注发行 + 流量入口,职能下放垂直团队 1)只做最大的那一层:发行机器 + 订单流 Pons 已经证明流量入口可以做到很大:链上最大的发行机器之一,单日费用规模一度达到 $6M 以上级别,远超同期市场上的其他 Launchpad。价值捕获路径极垂直:1% Hook 费 → 70% 创作者 / 30% 协议 → 协议份里约 80% 用于回购销毁 robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 。 下一步如果把做市、Hook 设计、AI 管盘、推理资本、跨股票路由全做进官方产品,会变成和每个垂直团队抢叙事、抢 Token。因此,将这些职能外置才是最理性的:Pons 自己作为发行底层继续收租,垂直板块让已经跑出来的生态伙伴基于自己的发行底层在做一层。 2)生态垂直团队充当独立事业部 基于上一点的分析,Pons 生态中其实已经有好几个垂直团队可以充当他的职能臂,且每一个都能对上一个已经在 Pons 上跑且有自己 Token 的模块: v4 hook 规则市场(防狙击、动态费、arb recapture)→ @Hookrfun $HOOKR AI swarm 锁 bundle、双边做市 → @Moshdottrade $BUN 跨股票 LP、吃波动和错价 → @shroom_network $SHROOM Agent 发行 + 可交易推理额度 → @orbiodotso $ORBIO 职能臂都是独立协议,自己管理自己的金库、销毁、用户和估值叙事逻辑,它们可以各自都长到 100M 以上级别,但不会稀释 Pons 的估值叙事逻辑。Pons 只负责提供槽位和成交,不把它们收成官方产品线。 最终谁会胜出? 按照 @0xminion 老师的说法,两个平台两种模型应该是 Both win,逻辑在于: 内化赢在资产负债表。 LONG 把股票深度、金库、板块币、杠杆包装做成同一套账,复制成本随平台 TVL 的上升而上升。 缺点是:所有创新都要自己做,速度慢;没有明确的平台币,二级市场很难按照发行机器 + 链上股票流动性中枢的叙事逻辑给 LONG 单独定价。这里额外多说一句个人的看法,LONG 大概率是不会发行平台币了, robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 就是平台币的角色,这个角度也需要一些时间让市场达成充分共识,一旦市场反应过来了, robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 应该也很难像现在这么便宜了。 外化赢在分工和估值切分。 Pons 继续做最大流量入口, robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 吃总闸门费用;Hook/AI 做市/推理资本市场/跨票路由各自有独立股权故事。 缺点是:伙伴做大了可以换入口,比如 Mosh 自己说过他们的机制能挂在任何 Launchpad 上;协调成本高;Pons 官方一旦自研同类 Hook,就是对伙伴的隐性 Vamp。 所以最终谁会胜出,相信大家自己心里都有答案。最后强烈推荐大家关注 @0xminion 老师,总是走在最前沿的高认知研究员 & Trader,每次看他的推文都受益良多,以上很多内容都是我看他的推文受到的启发,然后结合自己的理解写的,如果有理解不对/不足之处,欢迎老师们多多指教。 cc @Natan_benish @MEADGod
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DeFi summer 101 During DeFi summer things were simple. There were rules that we looked at to determine the ceiling of a product long term. Tokens with custom contract functionalities including tax basis within their token or v4 hook which is the basis for their revenue model cannot scale. These models break when listed in CEXs which is where 99% of users and liquidity still remain. At Stonkbrokers we are committed to helping great teams developing great technologies on Robinhood chain set up their early token infrastructure so they can scale long term.
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XTruth Integrates with OKX Onchain Outcomes to Provide Onchain Result Adjudication for World Cup Prediction Markets Summary XTruth has now integrated with OKX Onchain Outcomes, providing result submission, dispute resolution, and onchain settlement support for its World Cup prediction markets. OKX Onchain Outcomes serves as the infrastructure for this edition's official OKX World Cup prediction event. The first batch of markets covers six major categories — including overall champion and Golden Boot — as well as all 104 individual matches throughout the tournament. XTruth: Bringing Real-World Outcomes Onchain, Credibly XTruth is an open optimistic oracle deployed on X Layer, focused on solving one problem: how to credibly submit and settle clearly defined, verifiable real-world event outcomes onchain. Every prediction market needs a clear final outcome. Under XTruth's mechanism, a proposer submits an event result according to preset rules, while other participants can verify the proposal during a dispute window and challenge incorrect results. If a proposal goes unchallenged during the dispute period, the result moves to final settlement; if a dispute arises, it's handled according to the protocol's adjudication process. All proposals, challenges, and settlement records are recorded onchain and are publicly verifiable. XTruth also uses economic incentives to encourage community participation in result adjudication. Proposers who submit correct results earn adjudication rewards, while disputers who successfully challenge incorrect proposals can earn rewards according to protocol rules. The first round of community proposer recruitment has been completed, and the initial cohort of participants has already begun submitting and verifying match results in World Cup–related markets, earning OKB rewards in the process. Shortening Settlement Cycles for Time-Sensitive Markets Traditional optimistic oracles typically set relatively long dispute periods. Once a proposal enters the dispute process, the market may also need to wait for additional voting or adjudication time. For sporting events, results are usually clear shortly after the match ends, and users want markets to settle as quickly as possible. For these time-sensitive scenarios with clearly defined outcomes, XTruth supports configuring dispute periods as short as a few minutes, reducing the wait time from result submission to final settlement. A shorter dispute period doesn't mean skipping verification. Proposers still must submit results according to the rules and data sources predetermined by the market, and disputers can still challenge incorrect proposals within the allotted time. XTruth aims to strike the right balance between settlement efficiency and result reliability for high-time-sensitivity markets. Beyond Sports: Expanding into More Real-World Scenarios Sports isn't the only application XTruth is built for. As long as an outcome is clearly defined, the data source is well established, and a verifiable conclusion is possible, the same mechanism can be applied to macroeconomic events, onchain metrics, and entertainment data, among other scenarios. For example, whether a central bank rate decision resulted in a rate cut, whether a given chain's TVL exceeded a preset threshold at a specific point in time, or whether a film's opening-weekend box office (per a specified data source) hit a target figure — all of these can be defined as events requiring onchain adjudication. Such markets need to clearly specify, at creation, the object being observed, the data source, the measurement methodology, and the deadline. XTruth is then responsible for supporting result submission, dispute resolution, and final settlement. Exchange OS is an open protocol for the X Layer ecosystem. For prediction markets and dApps that require real-world result adjudication, XTruth plans to offer standardized oracle integration capabilities. Airdrop Season 1 Is Now Live XTruth Season 1 has officially launched, with a total ecosystem incentive pool of 5 million XTR allocated this season to reward participants who make meaningful contributions to the ecosystem. After completing basic tasks and qualifying for participation, users can get involved in three ways: joining the Hook x World Cup Hackathon to build a V4 Hook; completing designated tasks during the BillionLive World Cup season; or deploying and trading tokens on Eulr. For detailed task requirements, contribution calculation methods, and reward distribution rules, please visit: Becoming X Layer's Real-World Result Adjudication Layer XTruth's goal is to become the result adjudication layer connecting onchain markets with real-world events across the X Layer ecosystem. Starting with World Cup prediction markets, XTruth will continue to validate its open result submission, community challenge, and onchain settlement mechanisms. As more integrations come online, an expanding range of clearly defined, verifiable real-world events will be able to be asserted, verified, and settled on X Layer. XTruth 接入 OKX Onchain Outcomes,为世界杯竞猜市场提供链上结果裁定 XTruth 现已接入 OKX Onchain Outcomes,为其世界杯竞猜市场提供结果提交、争议处理与链上结算支持。OKX Onchain Outcomes 是本届 OKX 世界杯官方竞猜活动的基础设施。首批市场覆盖总冠军、金靴等六类主题,以及贯穿整届赛事的 104 场单场比赛。 XTruth:将现实结果可信地写入链上 XTruth 是部署于 X Layer 的开放式乐观预言机,专注于解决一个问题:如何将定义清晰、结果可验证的现实世界事件可信地提交并结算到链上。 每一个预测市场都需要明确的最终结果。在 XTruth 的运行机制中,proposer 根据预设规则提交事件结果,其他参与者可以在争议期内核验提案,并对错误结果发起挑战。如果提案在争议期内未被成功挑战,该结果将进入最终结算;如果发生争议,则按照协议设定的裁定流程处理。相关提案、挑战和结算记录均在链上留痕,可供公开核验。 XTruth 同时通过经济激励鼓励社区参与结果裁定。正确提交结果的 proposer 可以获得裁决奖励;成功挑战错误提案的 disputer 可以按照协议规则获得相应奖励。 第一轮社区 proposer 招募现已完成,首批参与者已经开始在世界杯相关市场中提交和核验比赛结果,并从中赚取okb奖励。 为高时效市场缩短结算周期 传统乐观预言机通常设置较长的争议期。当提案进入争议流程后,市场还可能需要等待额外的投票或裁定时间。 对体育赛事而言,结果通常在比赛结束后迅速明确,用户也希望市场能够尽快完成结算。针对这类结果明确、时效性要求较高的场景,XTruth 支持配置分钟级争议期,以缩短从结果提交到最终结算的等待时间。 更短的争议期并不意味着取消核验环节。proposer 仍需按照市场预先确定的规则和数据来源提交结果,disputer 也可以在规定时间内对错误提案发起挑战。 XTruth 希望在结算效率与结果可信度之间建立适合高时效市场的平衡。 从体育赛事走向更多现实场景 体育并不是 XTruth 唯一面向的应用方向。 在结果定义清晰、数据来源明确且具备可验证结论的前提下,同一套机制还可以用于宏观事件、链上指标和娱乐数据等场景。例如,某次议息会议公布的目标利率是否下调、某条链在指定时间点的 TVL 是否超过预设数值,或某部影片按指定数据源统计的首周末票房是否达到目标,都可以被定义为需要链上裁定的事件。 这些市场需要在创建时明确观察对象、数据来源、统计口径和截止时间。XTruth 则负责支持结果提交、争议处理与最终结算。 Exchange OS 是面向 X Layer 生态的开放协议。对于需要现实结果裁定的预测市场和 dApp,XTruth 计划提供标准化的预言机接入能力。 Airdrop Season 1 已开启 XTruth Season 1 现已启动,本季设置总计 500 万枚 XTR 的生态激励额度,用于回馈对生态作出有效贡献的参与者。 用户完成基础任务并获得参与资格后,可以通过三类方式参与:参加 Hook x World Cup Hackathon 并构建 V4 Hook;在 BillionLive 世界杯赛季中完成指定任务;或在 Eulr 上部署和交易代币。 具体任务要求、贡献计算方式及奖励分配规则请查看: 成为 X Layer 的现实结果裁定层 XTruth 的目标,是成为 X Layer 生态连接链上市场与现实事件的结果裁定层。 从世界杯竞猜开始,XTruth 将继续验证开放式结果提交、社区挑战和链上结算机制。随着接入场景增加,更多定义清晰、结果可验证的现实事件,将能够在 X Layer 上被断言、被核验并完成结算。 #Xtruth# #OKX# #Xlayer#
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擦,漏掉 $Upeg 了,大不敬,在我心里他是 V4 Hook 启蒙老师
虽然最近 Robinhood Chain 行情很热,但是我个的心头爱仍然是 V4 Hook,今天大盘 $ETH 和 $UNI 涨了,Hook Summer 继续! $Prism $Sato $01 $Slop $Swing
最近发现,当初的infofi之王 $KAITO 一直在逆势大涨!目前基本回到了去年四五月份价格! 记得那会是辉煌的infofi时代爆发,直到年底,各种空投拿到手软,并且账号也得到了飞跃式发展! 其实细看,在经历生死劫之后,Kaito表现一直非常强势,从高点跌幅远远比大多数币种小很多,其实这也是市场共识的一种期待!都在期待,注意力之王王者归来! 前几天项目公布的最新社交卡,意味着@KaitoAI 的新的破圈之旅,期待后面新产品的表现! 我质押的Kaito基本没动,就是小幅度解压了一点,换仓了最近一直布道的V4-Hook龙头 $SATO ! 我期待开拓(KAITO)人生和洒脱(SATO)人生继续双双崛起! 发现没,他们最后两位都是TO,玄学,哈哈,让我TO Success!!
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