New Enterprise Associates（NEA）

《用治国逻辑重估 Solana：从新加坡经验看公链生态转型》（作者 @agintender） 本文以新加坡建国与转型史类比 Solana 生态演进，认为经营公链本质上类似治理数字国家：代币是货币，开发者是公民，DApp 是产业。文章将 FTX 之于 Solana 类比为英军之于早期新加坡，Meme 热潮则类似灰色资金，为生态带来流动性、用户和基础设施压力测试。Solana 若想避免沦为“赌场链”，需要在 Meme 红利消退前完成治理升级、动态代币经济设计和核心产业培育。 阅读全文：https://t.co/sApt9tUivK

RT @DecryptMedia: NEWS: @moonpay Brings Crypto Transactions to Claude and Codex With MoonAgents Desktop App https://t.co/HtjVg4yUo0

Every bear market has a breaking point Let’s revisit the major 2022 bear market events: > BTC tops Nov 2021 > Fed tightening begins > LUNA/UST collapses (May) > Celsius freezes (June) > FTX implodes (Nov) If you look closely, LUNA was the real domino that broke market structure imo Now looking a

Every bear market has a breaking point Let’s revisit the major 2022 bear market events: > BTC tops Nov 2021 > Fed tightening begins > LUNA/UST collapses (May) > Celsius freezes (June) > FTX implodes (Nov) If you look closely, LUNA was the real domino that broke market structure imo Now looking a

Facts 1. We are in the 5% cheapest Bitcoin has ever been 2. Comparable valuations to 2018 capitulation, March 2020, FTX bottom You can verify on Claude or ChatGPT

Bitcoin, Ethereum see largest weekly drop since FTX, market cap down $390B

比特币与以太坊本周或录得自 2022 年 FTX 崩盘以来最大单周跌幅，其中 BTC 周跌 17.3%，ETH 跌 22%。本轮抛售导致加密市场市值蒸发约 3900 亿美元，全网杠杆清算约 70 亿美元。分析称，Strategy 近期少量出售 BTC 动摇了部分市场信心，同时资金向热门 AI 股票轮动，也对加密市场形成抽血效应。（CoinDesk ） https://t.co/sXzQRHv4N4

Facts 1. We are in the 5% cheapest Bitcoin has ever been 2. Comparable valuations to 2018 capitulation, March 2020, FTX bottom You can verify on Claude or ChatGPT

Cali's seen better days, ngl. Had to get out. It can wear you down out there. SF especially, that place was literally the coolest spot on earth during the tech boom, but the glory days kind of faded post COVID. @mattytay we need you out here in Miami lol. I can see it now... the FTX Arena, nah, th

Moonpay’s business model is to onboard the dumbest participants to the highest fees in crypto.