Point Nine

据 Castle Labs 与 Kaiko 联合报告，区块链收入模型正在从单纯“出售区块空间”转向垂直化，即链自身开始控制交易所、稳定币、排序/优先交易、应用分发等关键收入环节。报告指出，随着交易成本下降、区块空间商品化，仅靠 Gas 或排序器收入已难以支撑许多公链估值。Hyperliquid 是该趋势的典型案例，过去 12 个月产生超过 10 亿美元费用，其中永续 DEX 贡献约 8.81 亿美元，而链 Gas 费仅约 1040 万美元。报告还称，Ethereum、Tron、Solana、Hyperliquid 四条链当前合计 TVL 约 480 亿美元，但收入分布与 TVL 并不匹配；Et

One of the first people that saw the potential in Tenderly and I'm sad the market didn't let you realize yours. My go to example of a cool crypto use-case to normies has always been per second salaries, which is something you shared with us as an idea in a very small burger joint in 2019. Onwards an

RT @TenderlyApp: On the blockchain, every decision is final. You sign a transaction, run a financial strategy, or deploy an integration.…

The infrastructure for onchain finance is in place. The next step is operating on top of it at an institutional scale. Today, Tenderly expands its product offering to enable onchain institutions to model every move before capital is exposed. 🧵 https://blog.tenderly.co/simulation-company-for-oncha

有没有统一金融市场数据聚合服务商? 没有一家又便宜又覆盖"加密多所+美股+外汇+预测市场"的逐笔统一源。 现实是两个分裂的世界各有盟主: 1、加密世界 Kaiko(吞并 Amberdata)= 事实垄断的机构盟主 Tardis = 中端最佳 CoinAPI = L3 微观结构 2、传统世界 dxFeed = 多资产合并 ticker plant(最像"统一") Databento = 逐笔性价比王 Polygon = 便宜的多资产

最近重新用AI梳理交易系统， 顺带把全球金融市场开发成模拟游戏。 涉及到多个市场的数据源， 调研了一圈，大多数市场数据都挺贵的。 加密是唯一"免费就能拿真逐笔多所"的市场。 claude给我的调研结果： 历史最全: https://t.co/Rt05Aw8RdO(归一化逐笔+L2盘口+衍生品,多所时间对齐,replay+实时一套) ; Kaiko(收购了 Amberdata,200+所/20+链/2万资产,机构级); CoinAPI(L1/L2/L3 逐单)实时 各所原生 ws / https://t.co/1tWHtDDzrR / Tardis 实时免费起步: Binance Visio

amazing video explaining how one of the biggest ethereum security rounds on @Giveth broke most public good funding records. Nice to see that a lot of re-routing txns were removed and the final filtered data so easy to understand and play with. Appreciate the @web3sec_news shout out as well ☺️