Get live statistics and analysis of 币圈女菩萨 | Pizza披萨🍕 's profile on X / Twitter Archetype analysis The Connector 币圈女菩萨 | Pizza披萨🍕 is a vibrant crypto community connector who shares candid investment musings with a sincere and playful voice. She thrives on genuine interaction and engagement, turning her Twitter into a bustling hub of conversation and camaraderie. Despite frequent investment losses, her authenticity and consistent presence make her a trusted figure in the Web3 space.
🔥 Roast They say you can’t teach an old dog new tricks, but you’d never know with her—she’s the crypto world’s very own ‘perpetual learner’ who redefines ‘losing money with style’ every single day. At this rate, her crypto losses have more commitment than most people’s morning routines!
⚡️ Nice achievement Her biggest win is cultivating a lively and loyal community of thousands who eagerly participate in her giveaways and discussions, proving that genuine engagement and transparency trump flawless investment records in building lasting influence.
🌟 Life's purpose To build a tight-knit, informed community by fostering honest dialogue and sharing her learning journey within the crypto world, empowering others to navigate their own paths without losing sight of the human side behind the investments.
💬 Values and Beliefs She values authenticity, consistency, and the power of community over perfection. She believes in learning through experience and transparent sharing, trusting that real connections and steady effort outperform shortcuts or hype.
💪 Strength Her greatest strength is her relentless engagement and genuine interaction, consistently dedicating time daily to nurture conversations, support newcomers, and maintain an active, real presence in a fast-paced, impersonal market.
🫣 Weakness Her overly self-deprecating style and frequent public acknowledgment of losses might unintentionally undermine her authority or discourage some followers who seek confident leadership in investments.
⚡️ Growth audience tips To grow her audience on X, she should leverage her authenticity by sharing more success stories alongside losses, use engaging multimedia content like short videos or live Q&As to deepen connection, and strategically collaborate with other crypto influencers to expand reach while retaining her trusted voice.
💁 Bonus Fun fact: Despite publicly admitting to often losing money in investments, she uses that vulnerability to create relatable and trustworthy content, turning losses into lessons for her audience.
Top tweets of 币圈女菩萨 | Pizza披萨🍕Most engaged tweets of 币圈女菩萨 | Pizza披萨🍕People with Connector archetype Explore Related Archetypes If you enjoy the connector profiles, you might also like these personality types:
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在做情绪和资金的地图。谁有影响力,市场在聊什么,它给出一个更直观的面板。配上 Arbitrum 的真实成交,可以校验这些信号是不是有用。\n\nMindoAI @MindoAI 用 AI 给项目做ROI 打分。你可以把它当成新一代预言机。如果它的分数和链上回报能对上,就会被交易者当工具用。\n\n4️⃣其他类型 ⬇️⬇️⬇️⬇️\n\nAntix @antix_in 做数字分身和社交资产,更像 SocialFi 里的身份和分发层。要看它能不能带来真实的留存,而不是一波活动就冷掉。\n\nTEN Protocol @tenprotocol 做隐私型 L2。给以太坊应用加可选隐私。机构、社交、AI 都需要这个。等到更多 Arbitrum 应用把账户抽象和自动化搞起来,隐私会和可用性一起上台阶。\n\n很明显现在 arbitrum 已经把那些半死不活的layer2 拉开了很大的距离,因为 arbitrum 已经从靠空投吸引tvl的阶段到有了能自己造血的商圈。步入交易深、用户真、开发者愿意留下,底层能力还在稳步上新的新台阶。\n\n相比之下,不少半死不活的 L2 还靠空投预期堆 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Windows还是Mac?\nMac。\n6. 哪种体液最被高估?\nspit (哈哈哈哈哈)\n7. 要给你多少钱,你才会放弃你的第一个孩子?\nno~~~拒绝放弃\n8.有史以来最好的运动员是谁?\nSachin Tendulkar,印度著名板球运动员。\n9. 你一生中骨折过多少次?\n目前一次,但总共可能7-8次。\n10. 人们应该知道关于SentientAGI 的什么内容??\nSentientAGI是找到最酷的代理,builders进行构建设的地方。\n——————————————————\n\n除此之外 @SentientAGI 宣布启动一个名为 MindGames Arena 的研究与竞赛项目,将在 NeurIPS 2025,全球顶级 AI 学术会议上举办。\n\n网站:https://t.co/uRhJ5nAX3g\n\n合作方阵容非常强:Princeton、MIT CSAIL、Meta、UT Austin、NYU、Radboud University等\n\n这个项目的目的是:\n让 AI 智能体在能说、会骗、懂合作、敢背叛的社会环境中学习成长。他们想要看 ai 能不能像人类一样在复杂环境中做出长期规划、结盟、谈判、甚至欺骗。\n\nMindGames 是一个统一的 AI 智能体竞技场,它为不同类型的社交推理场景提供标准化环境,专门测试多智能体的战略博弈能力。\n\nSentient 选择这条路,说明他们在探索一种新的方向\nAI 不只是单机模型,而是一个个能自主学习、能彼此沟通的个体。这正是构建 开放式 AGI 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就放弃了\n额……","in_reply_to_user_id_str":"1056818658","in_reply_to_status_id_str":"1979944483333791953","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[23,28],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1654408775837646850","name":"哔哔赖赖🔶钻到归零","screen_name":"AnMakeszou","indices":[0,11]},{"id_str":"1894023907386216448","name":"River4FUN 🐝","screen_name":"River4fun","indices":[12,22]}]},"favorited":false,"in_reply_to_screen_name":"AnMakeszou","lang":"zh","retweeted":false,"fact_check":null,"id":"1979967837499449722","view_count":41,"bookmark_count":0,"created_at":1760896093000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1979922101248176132","full_text":"@AnMakeszou @River4fun 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20w也很香辣\n感恩的心","in_reply_to_user_id_str":"1393107434059616257","in_reply_to_status_id_str":"1979937278525853765","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,25],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1163059050","name":"阿毛 $M | 🐜","screen_name":"BarlowLi","indices":[0,9]},{"id_str":"1894023907386216448","name":"River4FUN 🐝","screen_name":"River4fun","indices":[10,20]}]},"favorited":false,"in_reply_to_screen_name":"BarlowLi","lang":"zh","retweeted":false,"fact_check":null,"id":"1979922632590954917","view_count":114,"bookmark_count":0,"created_at":1760885315000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1979922101248176132","full_text":"@BarlowLi @River4fun 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哈哈哈哈哈哈哈好玩","in_reply_to_user_id_str":"1422176834372833280","in_reply_to_status_id_str":"1981878801459225066","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,16],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1851526809915179008","name":"元界🔸BNB","screen_name":"0xbebn","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"0xbebn","lang":"zh","retweeted":false,"fact_check":null,"id":"1981882411869970789","view_count":3771,"bookmark_count":0,"created_at":1761352563000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1981730184043831381","full_text":"@0xbebn 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@mooncake_fi 是在 Solana 上的一个杠杆代币平台。\n\n厉害之处在于持有一个代币就能获得杠杆效果,不用去借贷、开仓、盯盘,且全链上运行、自动加杠杆、没有清算风险。\n\n它由 RateX 孵化,RateX @RateX_Dex 是 Solana 上最早玩利率拆分的团队,他们把借贷利息这类资产拆成可以单独交易的代币,让利率也能被自由买卖。mooncake是ratex的一个产品线,他未来的营收都是归Ratex和它的代币。\n\nMooncake的杠杆代币创新玩法非常有意思,感觉大脑又学到了很多新知识,特意写一篇非常详细的解说给大家介绍一下,一起长长脑子。\nMooncake的玩法跟传统永续合约有什么区别?\n在这里我做了个对比,方便大家很直观的可以了解。\n\n1️⃣传统杠杆,比如在永续合约上\n假设你有 100 美元,想开 3 倍杠杆做多 SOL。\n那你得:\n拿这 100 美元当保证金;\n借 200 美元然后用 300 美元去买 SOL;\n一旦价格下跌 33%,保证金就没了 → 被爆仓。\n 传统杠杆 = 自己出保证金 + 借钱 + 有清算风险。\n\n2️⃣Mooncake 的做法,无保证金,无清算。\nMooncake 你直接买一个代币就行,比如 3xSOL。它在背后自动拆分、配平,不需要出额外保证金。买入后持有就行,不需要盯着仓位防止爆仓。\n\n比如买入 1 个 SOL,系统自动把这 1 个 SOL 拆成两部分:\n0.5 SOL → 放进 Funding Position稳定仓\n0.5 SOL → 放进 Leveraged Position杠杆仓\n这两个仓在系统内部自动平衡,相当于用了杠杆。\n\nSOL在分拆成Leveraged Token和Funding Token之后。Mooncake 为了保持市场的流动性。为了让用户可以买到 LT,比如 3xSOL,系统会让 Funding Token(FT) 去和 流动性池LP 中的 Leveraged Token(LT) 进行交换。\n\n这一步的本质是:把Leveraged Token 从 LP 池子里买出来给用户,同时把 Funding Token 给到 LP 池,作为稳定仓位的补偿。\n\n这样一来会发生一个重要的变化:\n用户拿到的全是 LT(杠杆部分),→ 拥有放大后的收益(当然风险也更大)。\nLP 池子里留的是 FT(资金部分),→ 收取资金费,承担较小的风险。\n\n也就是说,系统通过交换,让价格波动的部份从 LP 转移到了愿意去博杠杆收益用户手上。LP 则获得稳定收益收资金费,整个系统达成了风险与收益的平衡。两者自动配对,风险和收益在系统内部重新分配,整个过程不需要借贷或清算,就完成了杠杆的生成。\n\n所以,没有借钱,也没有额外保证金,但获得了杠杆收益,而且不会被清算。\n\n虽然没有爆仓,但还是有下跌风险,波动风险:SOL 下跌 10%,3xSOL 可能会跌 30%。可以把它理解成一个内置了保证金和借贷逻辑的代币,你买的就是已经配好杠杆的版本,你只出一份钱,但系统在内部自动帮你放大敞口。\n\n实操举例:\n首先进入 Mooncake 网站:\nhttps://t.co/PI5hQ61ZAf\n\n比如我购买了10usdc的3xsol,就只需要输入我要买的金额,点击一下钱包确认就购买好了,非常方便快捷。\n交易路径是 10usdc 变为 0.049sol,0.049sol购入0.0495的3xsol。\n\n这时候如果sol涨了10%,因为杠杆放大了3x,那么我赚的代币理论上会涨大约:\n\n10% × 3 = 30%\n我的 10 USDC 目前价值 ≈ 13 USDC,赚 3 USDC\n\n但是因为Mooncake 的杠杆代币会自动再平衡,所以实际涨幅可能 略高于 30%,因为它会复利放大趋势行情。所以最终收益可能在 +30%~+33% 之间。\n\n如果sol跌了10%,-10% × 3 = -30%\n所以我的 10 USDC 变成大约 7 USDC,亏 3 USDC。\n\n但 Mooncake 有自动降杠杆机制,不会被爆仓,所以不会归零。如果市场一直震荡或反弹,它还能活着继续参与后续行情,这个机制叫自动再平衡机制,动态维持目标杠杆率,完全无清算,非常适合想加杠杆的人但是又怕爆仓的人,他们的内测版本甚至扛住了1011的暴力插针。\n\n其实这种玩法在传统金融里,这类结构化产品很常见。比如有那种3倍纳斯达克ETF,每天追踪指数涨跌的三倍,全球市值上千亿美元。\n\n币圈其实也尝试过,比如中心化交易所推出的杠杆代币、或者一些 DeFi 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到底怎么玩?\n机制其实很简单:\n进入:https://t.co/rVNJsftYbT\n\n找到右上角显示正在进行中的活动, 挑选自己喜欢的池子进行质押。\n\n比如最新一期的 SYND 活动,就可以选择质押 SYND、USDT、或者 MNT。\n\n如果是像我一样比较求稳的话,推荐稳定币池 USDT 和 平台币 MNT , 其中我认为 MNT 是可以像 BNB和 OKB 一样长期持有的,是已经非常成熟的资产选择之一。\n\n如果追求高收益,又能承担风险,或者会套保的话,可以选择新币质押。\n\n为什么我觉得 MNT 还被低估?\n数据摆在那:\nBNB 市值接近 1000 亿,而 MNT 连它的 1/10 都不到。可 Bybit 的交易量、市占率、机构活跃度,早就不输 Binance 的早期阶段了。\n\n再看趋势:现在能同时做到合规 + 高收益的交易所已经不多,Bybit 反而在稳步扩张。\n\n而且平台币的价值已经不是打折券这种逻辑,而是跟平台生态一起成长的红利凭证。每一期 Launchpool 都在强化 MNT 的实用性和地位。\n\n所以我觉得,现在的 MNT 其实还处在 BNB 2018 那种阶段——市值小、故事刚起、生态正在成形。\n其实很多聪明的钱已经注意到了。他们看的不是短期 APR,而是 Bybit 正在靠 Launchpool 和 MNT 一起,重塑整个 CeFi 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在做情绪和资金的地图。谁有影响力,市场在聊什么,它给出一个更直观的面板。配上 Arbitrum 的真实成交,可以校验这些信号是不是有用。\n\nMindoAI @MindoAI 用 AI 给项目做ROI 打分。你可以把它当成新一代预言机。如果它的分数和链上回报能对上,就会被交易者当工具用。\n\n4️⃣其他类型 ⬇️⬇️⬇️⬇️\n\nAntix @antix_in 做数字分身和社交资产,更像 SocialFi 里的身份和分发层。要看它能不能带来真实的留存,而不是一波活动就冷掉。\n\nTEN Protocol @tenprotocol 做隐私型 L2。给以太坊应用加可选隐私。机构、社交、AI 都需要这个。等到更多 Arbitrum 应用把账户抽象和自动化搞起来,隐私会和可用性一起上台阶。\n\n很明显现在 arbitrum 已经把那些半死不活的layer2 拉开了很大的距离,因为 arbitrum 已经从靠空投吸引tvl的阶段到有了能自己造血的商圈。步入交易深、用户真、开发者愿意留下,底层能力还在稳步上新的新台阶。\n\n相比之下,不少半死不活的 L2 还靠空投预期堆 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Windows还是Mac?\nMac。\n6. 哪种体液最被高估?\nspit (哈哈哈哈哈)\n7. 要给你多少钱,你才会放弃你的第一个孩子?\nno~~~拒绝放弃\n8.有史以来最好的运动员是谁?\nSachin Tendulkar,印度著名板球运动员。\n9. 你一生中骨折过多少次?\n目前一次,但总共可能7-8次。\n10. 人们应该知道关于SentientAGI 的什么内容??\nSentientAGI是找到最酷的代理,builders进行构建设的地方。\n——————————————————\n\n除此之外 @SentientAGI 宣布启动一个名为 MindGames Arena 的研究与竞赛项目,将在 NeurIPS 2025,全球顶级 AI 学术会议上举办。\n\n网站:https://t.co/uRhJ5nAX3g\n\n合作方阵容非常强:Princeton、MIT CSAIL、Meta、UT Austin、NYU、Radboud University等\n\n这个项目的目的是:\n让 AI 智能体在能说、会骗、懂合作、敢背叛的社会环境中学习成长。他们想要看 ai 能不能像人类一样在复杂环境中做出长期规划、结盟、谈判、甚至欺骗。\n\nMindGames 是一个统一的 AI 智能体竞技场,它为不同类型的社交推理场景提供标准化环境,专门测试多智能体的战略博弈能力。\n\nSentient 选择这条路,说明他们在探索一种新的方向\nAI 不只是单机模型,而是一个个能自主学习、能彼此沟通的个体。这正是构建 开放式 AGI 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就放弃了\n额……","in_reply_to_user_id_str":"1056818658","in_reply_to_status_id_str":"1979944483333791953","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[23,28],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1654408775837646850","name":"哔哔赖赖🔶钻到归零","screen_name":"AnMakeszou","indices":[0,11]},{"id_str":"1894023907386216448","name":"River4FUN 🐝","screen_name":"River4fun","indices":[12,22]}]},"favorited":false,"in_reply_to_screen_name":"AnMakeszou","lang":"zh","retweeted":false,"fact_check":null,"id":"1979967837499449722","view_count":41,"bookmark_count":0,"created_at":1760896093000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1979922101248176132","full_text":"@AnMakeszou @River4fun 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20w也很香辣\n感恩的心","in_reply_to_user_id_str":"1393107434059616257","in_reply_to_status_id_str":"1979937278525853765","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,25],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1163059050","name":"阿毛 $M | 🐜","screen_name":"BarlowLi","indices":[0,9]},{"id_str":"1894023907386216448","name":"River4FUN 🐝","screen_name":"River4fun","indices":[10,20]}]},"favorited":false,"in_reply_to_screen_name":"BarlowLi","lang":"zh","retweeted":false,"fact_check":null,"id":"1979922632590954917","view_count":114,"bookmark_count":0,"created_at":1760885315000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1979922101248176132","full_text":"@BarlowLi @River4fun 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哈哈哈哈哈哈哈好玩","in_reply_to_user_id_str":"1422176834372833280","in_reply_to_status_id_str":"1981878801459225066","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,16],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1851526809915179008","name":"元界🔸BNB","screen_name":"0xbebn","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"0xbebn","lang":"zh","retweeted":false,"fact_check":null,"id":"1981882411869970789","view_count":3771,"bookmark_count":0,"created_at":1761352563000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1981730184043831381","full_text":"@0xbebn 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@mooncake_fi 是在 Solana 上的一个杠杆代币平台。\n\n厉害之处在于持有一个代币就能获得杠杆效果,不用去借贷、开仓、盯盘,且全链上运行、自动加杠杆、没有清算风险。\n\n它由 RateX 孵化,RateX @RateX_Dex 是 Solana 上最早玩利率拆分的团队,他们把借贷利息这类资产拆成可以单独交易的代币,让利率也能被自由买卖。mooncake是ratex的一个产品线,他未来的营收都是归Ratex和它的代币。\n\nMooncake的杠杆代币创新玩法非常有意思,感觉大脑又学到了很多新知识,特意写一篇非常详细的解说给大家介绍一下,一起长长脑子。\nMooncake的玩法跟传统永续合约有什么区别?\n在这里我做了个对比,方便大家很直观的可以了解。\n\n1️⃣传统杠杆,比如在永续合约上\n假设你有 100 美元,想开 3 倍杠杆做多 SOL。\n那你得:\n拿这 100 美元当保证金;\n借 200 美元然后用 300 美元去买 SOL;\n一旦价格下跌 33%,保证金就没了 → 被爆仓。\n 传统杠杆 = 自己出保证金 + 借钱 + 有清算风险。\n\n2️⃣Mooncake 的做法,无保证金,无清算。\nMooncake 你直接买一个代币就行,比如 3xSOL。它在背后自动拆分、配平,不需要出额外保证金。买入后持有就行,不需要盯着仓位防止爆仓。\n\n比如买入 1 个 SOL,系统自动把这 1 个 SOL 拆成两部分:\n0.5 SOL → 放进 Funding Position稳定仓\n0.5 SOL → 放进 Leveraged Position杠杆仓\n这两个仓在系统内部自动平衡,相当于用了杠杆。\n\nSOL在分拆成Leveraged Token和Funding Token之后。Mooncake 为了保持市场的流动性。为了让用户可以买到 LT,比如 3xSOL,系统会让 Funding Token(FT) 去和 流动性池LP 中的 Leveraged Token(LT) 进行交换。\n\n这一步的本质是:把Leveraged Token 从 LP 池子里买出来给用户,同时把 Funding Token 给到 LP 池,作为稳定仓位的补偿。\n\n这样一来会发生一个重要的变化:\n用户拿到的全是 LT(杠杆部分),→ 拥有放大后的收益(当然风险也更大)。\nLP 池子里留的是 FT(资金部分),→ 收取资金费,承担较小的风险。\n\n也就是说,系统通过交换,让价格波动的部份从 LP 转移到了愿意去博杠杆收益用户手上。LP 则获得稳定收益收资金费,整个系统达成了风险与收益的平衡。两者自动配对,风险和收益在系统内部重新分配,整个过程不需要借贷或清算,就完成了杠杆的生成。\n\n所以,没有借钱,也没有额外保证金,但获得了杠杆收益,而且不会被清算。\n\n虽然没有爆仓,但还是有下跌风险,波动风险:SOL 下跌 10%,3xSOL 可能会跌 30%。可以把它理解成一个内置了保证金和借贷逻辑的代币,你买的就是已经配好杠杆的版本,你只出一份钱,但系统在内部自动帮你放大敞口。\n\n实操举例:\n首先进入 Mooncake 网站:\nhttps://t.co/PI5hQ61ZAf\n\n比如我购买了10usdc的3xsol,就只需要输入我要买的金额,点击一下钱包确认就购买好了,非常方便快捷。\n交易路径是 10usdc 变为 0.049sol,0.049sol购入0.0495的3xsol。\n\n这时候如果sol涨了10%,因为杠杆放大了3x,那么我赚的代币理论上会涨大约:\n\n10% × 3 = 30%\n我的 10 USDC 目前价值 ≈ 13 USDC,赚 3 USDC\n\n但是因为Mooncake 的杠杆代币会自动再平衡,所以实际涨幅可能 略高于 30%,因为它会复利放大趋势行情。所以最终收益可能在 +30%~+33% 之间。\n\n如果sol跌了10%,-10% × 3 = -30%\n所以我的 10 USDC 变成大约 7 USDC,亏 3 USDC。\n\n但 Mooncake 有自动降杠杆机制,不会被爆仓,所以不会归零。如果市场一直震荡或反弹,它还能活着继续参与后续行情,这个机制叫自动再平衡机制,动态维持目标杠杆率,完全无清算,非常适合想加杠杆的人但是又怕爆仓的人,他们的内测版本甚至扛住了1011的暴力插针。\n\n其实这种玩法在传统金融里,这类结构化产品很常见。比如有那种3倍纳斯达克ETF,每天追踪指数涨跌的三倍,全球市值上千亿美元。\n\n币圈其实也尝试过,比如中心化交易所推出的杠杆代币、或者一些 DeFi 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到底怎么玩?\n机制其实很简单:\n进入:https://t.co/rVNJsftYbT\n\n找到右上角显示正在进行中的活动, 挑选自己喜欢的池子进行质押。\n\n比如最新一期的 SYND 活动,就可以选择质押 SYND、USDT、或者 MNT。\n\n如果是像我一样比较求稳的话,推荐稳定币池 USDT 和 平台币 MNT , 其中我认为 MNT 是可以像 BNB和 OKB 一样长期持有的,是已经非常成熟的资产选择之一。\n\n如果追求高收益,又能承担风险,或者会套保的话,可以选择新币质押。\n\n为什么我觉得 MNT 还被低估?\n数据摆在那:\nBNB 市值接近 1000 亿,而 MNT 连它的 1/10 都不到。可 Bybit 的交易量、市占率、机构活跃度,早就不输 Binance 的早期阶段了。\n\n再看趋势:现在能同时做到合规 + 高收益的交易所已经不多,Bybit 反而在稳步扩张。\n\n而且平台币的价值已经不是打折券这种逻辑,而是跟平台生态一起成长的红利凭证。每一期 Launchpool 都在强化 MNT 的实用性和地位。\n\n所以我觉得,现在的 MNT 其实还处在 BNB 2018 那种阶段——市值小、故事刚起、生态正在成形。\n其实很多聪明的钱已经注意到了。他们看的不是短期 APR,而是 Bybit 正在靠 Launchpool 和 MNT 一起,重塑整个 CeFi 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在做情绪和资金的地图。谁有影响力,市场在聊什么,它给出一个更直观的面板。配上 Arbitrum 的真实成交,可以校验这些信号是不是有用。\n\nMindoAI @MindoAI 用 AI 给项目做ROI 打分。你可以把它当成新一代预言机。如果它的分数和链上回报能对上,就会被交易者当工具用。\n\n4️⃣其他类型 ⬇️⬇️⬇️⬇️\n\nAntix @antix_in 做数字分身和社交资产,更像 SocialFi 里的身份和分发层。要看它能不能带来真实的留存,而不是一波活动就冷掉。\n\nTEN Protocol @tenprotocol 做隐私型 L2。给以太坊应用加可选隐私。机构、社交、AI 都需要这个。等到更多 Arbitrum 应用把账户抽象和自动化搞起来,隐私会和可用性一起上台阶。\n\n很明显现在 arbitrum 已经把那些半死不活的layer2 拉开了很大的距离,因为 arbitrum 已经从靠空投吸引tvl的阶段到有了能自己造血的商圈。步入交易深、用户真、开发者愿意留下,底层能力还在稳步上新的新台阶。\n\n相比之下,不少半死不活的 L2 还靠空投预期堆 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Windows还是Mac?\nMac。\n6. 哪种体液最被高估?\nspit (哈哈哈哈哈)\n7. 要给你多少钱,你才会放弃你的第一个孩子?\nno~~~拒绝放弃\n8.有史以来最好的运动员是谁?\nSachin Tendulkar,印度著名板球运动员。\n9. 你一生中骨折过多少次?\n目前一次,但总共可能7-8次。\n10. 人们应该知道关于SentientAGI 的什么内容??\nSentientAGI是找到最酷的代理,builders进行构建设的地方。\n——————————————————\n\n除此之外 @SentientAGI 宣布启动一个名为 MindGames Arena 的研究与竞赛项目,将在 NeurIPS 2025,全球顶级 AI 学术会议上举办。\n\n网站:https://t.co/uRhJ5nAX3g\n\n合作方阵容非常强:Princeton、MIT CSAIL、Meta、UT Austin、NYU、Radboud University等\n\n这个项目的目的是:\n让 AI 智能体在能说、会骗、懂合作、敢背叛的社会环境中学习成长。他们想要看 ai 能不能像人类一样在复杂环境中做出长期规划、结盟、谈判、甚至欺骗。\n\nMindGames 是一个统一的 AI 智能体竞技场,它为不同类型的社交推理场景提供标准化环境,专门测试多智能体的战略博弈能力。\n\nSentient 选择这条路,说明他们在探索一种新的方向\nAI 不只是单机模型,而是一个个能自主学习、能彼此沟通的个体。这正是构建 开放式 AGI 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就放弃了\n额……","in_reply_to_user_id_str":"1056818658","in_reply_to_status_id_str":"1979944483333791953","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[23,28],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1654408775837646850","name":"哔哔赖赖🔶钻到归零","screen_name":"AnMakeszou","indices":[0,11]},{"id_str":"1894023907386216448","name":"River4FUN 🐝","screen_name":"River4fun","indices":[12,22]}]},"favorited":false,"in_reply_to_screen_name":"AnMakeszou","lang":"zh","retweeted":false,"fact_check":null,"id":"1979967837499449722","view_count":41,"bookmark_count":0,"created_at":1760896093000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1979922101248176132","full_text":"@AnMakeszou @River4fun 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20w也很香辣\n感恩的心","in_reply_to_user_id_str":"1393107434059616257","in_reply_to_status_id_str":"1979937278525853765","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,25],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1163059050","name":"阿毛 $M | 🐜","screen_name":"BarlowLi","indices":[0,9]},{"id_str":"1894023907386216448","name":"River4FUN 🐝","screen_name":"River4fun","indices":[10,20]}]},"favorited":false,"in_reply_to_screen_name":"BarlowLi","lang":"zh","retweeted":false,"fact_check":null,"id":"1979922632590954917","view_count":114,"bookmark_count":0,"created_at":1760885315000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1979922101248176132","full_text":"@BarlowLi @River4fun 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哈哈哈哈哈哈哈好玩","in_reply_to_user_id_str":"1422176834372833280","in_reply_to_status_id_str":"1981878801459225066","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,16],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1851526809915179008","name":"元界🔸BNB","screen_name":"0xbebn","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"0xbebn","lang":"zh","retweeted":false,"fact_check":null,"id":"1981882411869970789","view_count":3771,"bookmark_count":0,"created_at":1761352563000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1981730184043831381","full_text":"@0xbebn 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@mooncake_fi 是在 Solana 上的一个杠杆代币平台。\n\n厉害之处在于持有一个代币就能获得杠杆效果,不用去借贷、开仓、盯盘,且全链上运行、自动加杠杆、没有清算风险。\n\n它由 RateX 孵化,RateX @RateX_Dex 是 Solana 上最早玩利率拆分的团队,他们把借贷利息这类资产拆成可以单独交易的代币,让利率也能被自由买卖。mooncake是ratex的一个产品线,他未来的营收都是归Ratex和它的代币。\n\nMooncake的杠杆代币创新玩法非常有意思,感觉大脑又学到了很多新知识,特意写一篇非常详细的解说给大家介绍一下,一起长长脑子。\nMooncake的玩法跟传统永续合约有什么区别?\n在这里我做了个对比,方便大家很直观的可以了解。\n\n1️⃣传统杠杆,比如在永续合约上\n假设你有 100 美元,想开 3 倍杠杆做多 SOL。\n那你得:\n拿这 100 美元当保证金;\n借 200 美元然后用 300 美元去买 SOL;\n一旦价格下跌 33%,保证金就没了 → 被爆仓。\n 传统杠杆 = 自己出保证金 + 借钱 + 有清算风险。\n\n2️⃣Mooncake 的做法,无保证金,无清算。\nMooncake 你直接买一个代币就行,比如 3xSOL。它在背后自动拆分、配平,不需要出额外保证金。买入后持有就行,不需要盯着仓位防止爆仓。\n\n比如买入 1 个 SOL,系统自动把这 1 个 SOL 拆成两部分:\n0.5 SOL → 放进 Funding Position稳定仓\n0.5 SOL → 放进 Leveraged Position杠杆仓\n这两个仓在系统内部自动平衡,相当于用了杠杆。\n\nSOL在分拆成Leveraged Token和Funding Token之后。Mooncake 为了保持市场的流动性。为了让用户可以买到 LT,比如 3xSOL,系统会让 Funding Token(FT) 去和 流动性池LP 中的 Leveraged Token(LT) 进行交换。\n\n这一步的本质是:把Leveraged Token 从 LP 池子里买出来给用户,同时把 Funding Token 给到 LP 池,作为稳定仓位的补偿。\n\n这样一来会发生一个重要的变化:\n用户拿到的全是 LT(杠杆部分),→ 拥有放大后的收益(当然风险也更大)。\nLP 池子里留的是 FT(资金部分),→ 收取资金费,承担较小的风险。\n\n也就是说,系统通过交换,让价格波动的部份从 LP 转移到了愿意去博杠杆收益用户手上。LP 则获得稳定收益收资金费,整个系统达成了风险与收益的平衡。两者自动配对,风险和收益在系统内部重新分配,整个过程不需要借贷或清算,就完成了杠杆的生成。\n\n所以,没有借钱,也没有额外保证金,但获得了杠杆收益,而且不会被清算。\n\n虽然没有爆仓,但还是有下跌风险,波动风险:SOL 下跌 10%,3xSOL 可能会跌 30%。可以把它理解成一个内置了保证金和借贷逻辑的代币,你买的就是已经配好杠杆的版本,你只出一份钱,但系统在内部自动帮你放大敞口。\n\n实操举例:\n首先进入 Mooncake 网站:\nhttps://t.co/PI5hQ61ZAf\n\n比如我购买了10usdc的3xsol,就只需要输入我要买的金额,点击一下钱包确认就购买好了,非常方便快捷。\n交易路径是 10usdc 变为 0.049sol,0.049sol购入0.0495的3xsol。\n\n这时候如果sol涨了10%,因为杠杆放大了3x,那么我赚的代币理论上会涨大约:\n\n10% × 3 = 30%\n我的 10 USDC 目前价值 ≈ 13 USDC,赚 3 USDC\n\n但是因为Mooncake 的杠杆代币会自动再平衡,所以实际涨幅可能 略高于 30%,因为它会复利放大趋势行情。所以最终收益可能在 +30%~+33% 之间。\n\n如果sol跌了10%,-10% × 3 = -30%\n所以我的 10 USDC 变成大约 7 USDC,亏 3 USDC。\n\n但 Mooncake 有自动降杠杆机制,不会被爆仓,所以不会归零。如果市场一直震荡或反弹,它还能活着继续参与后续行情,这个机制叫自动再平衡机制,动态维持目标杠杆率,完全无清算,非常适合想加杠杆的人但是又怕爆仓的人,他们的内测版本甚至扛住了1011的暴力插针。\n\n其实这种玩法在传统金融里,这类结构化产品很常见。比如有那种3倍纳斯达克ETF,每天追踪指数涨跌的三倍,全球市值上千亿美元。\n\n币圈其实也尝试过,比如中心化交易所推出的杠杆代币、或者一些 DeFi 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到底怎么玩?\n机制其实很简单:\n进入:https://t.co/rVNJsftYbT\n\n找到右上角显示正在进行中的活动, 挑选自己喜欢的池子进行质押。\n\n比如最新一期的 SYND 活动,就可以选择质押 SYND、USDT、或者 MNT。\n\n如果是像我一样比较求稳的话,推荐稳定币池 USDT 和 平台币 MNT , 其中我认为 MNT 是可以像 BNB和 OKB 一样长期持有的,是已经非常成熟的资产选择之一。\n\n如果追求高收益,又能承担风险,或者会套保的话,可以选择新币质押。\n\n为什么我觉得 MNT 还被低估?\n数据摆在那:\nBNB 市值接近 1000 亿,而 MNT 连它的 1/10 都不到。可 Bybit 的交易量、市占率、机构活跃度,早就不输 Binance 的早期阶段了。\n\n再看趋势:现在能同时做到合规 + 高收益的交易所已经不多,Bybit 反而在稳步扩张。\n\n而且平台币的价值已经不是打折券这种逻辑,而是跟平台生态一起成长的红利凭证。每一期 Launchpool 都在强化 MNT 的实用性和地位。\n\n所以我觉得,现在的 MNT 其实还处在 BNB 2018 那种阶段——市值小、故事刚起、生态正在成形。\n其实很多聪明的钱已经注意到了。他们看的不是短期 APR,而是 Bybit 正在靠 Launchpool 和 MNT 一起,重塑整个 CeFi 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在做情绪和资金的地图。谁有影响力,市场在聊什么,它给出一个更直观的面板。配上 Arbitrum 的真实成交,可以校验这些信号是不是有用。\n\nMindoAI @MindoAI 用 AI 给项目做ROI 打分。你可以把它当成新一代预言机。如果它的分数和链上回报能对上,就会被交易者当工具用。\n\n4️⃣其他类型 ⬇️⬇️⬇️⬇️\n\nAntix @antix_in 做数字分身和社交资产,更像 SocialFi 里的身份和分发层。要看它能不能带来真实的留存,而不是一波活动就冷掉。\n\nTEN Protocol @tenprotocol 做隐私型 L2。给以太坊应用加可选隐私。机构、社交、AI 都需要这个。等到更多 Arbitrum 应用把账户抽象和自动化搞起来,隐私会和可用性一起上台阶。\n\n很明显现在 arbitrum 已经把那些半死不活的layer2 拉开了很大的距离,因为 arbitrum 已经从靠空投吸引tvl的阶段到有了能自己造血的商圈。步入交易深、用户真、开发者愿意留下,底层能力还在稳步上新的新台阶。\n\n相比之下,不少半死不活的 L2 还靠空投预期堆 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Windows还是Mac?\nMac。\n6. 哪种体液最被高估?\nspit (哈哈哈哈哈)\n7. 要给你多少钱,你才会放弃你的第一个孩子?\nno~~~拒绝放弃\n8.有史以来最好的运动员是谁?\nSachin Tendulkar,印度著名板球运动员。\n9. 你一生中骨折过多少次?\n目前一次,但总共可能7-8次。\n10. 人们应该知道关于SentientAGI 的什么内容??\nSentientAGI是找到最酷的代理,builders进行构建设的地方。\n——————————————————\n\n除此之外 @SentientAGI 宣布启动一个名为 MindGames Arena 的研究与竞赛项目,将在 NeurIPS 2025,全球顶级 AI 学术会议上举办。\n\n网站:https://t.co/uRhJ5nAX3g\n\n合作方阵容非常强:Princeton、MIT CSAIL、Meta、UT Austin、NYU、Radboud University等\n\n这个项目的目的是:\n让 AI 智能体在能说、会骗、懂合作、敢背叛的社会环境中学习成长。他们想要看 ai 能不能像人类一样在复杂环境中做出长期规划、结盟、谈判、甚至欺骗。\n\nMindGames 是一个统一的 AI 智能体竞技场,它为不同类型的社交推理场景提供标准化环境,专门测试多智能体的战略博弈能力。\n\nSentient 选择这条路,说明他们在探索一种新的方向\nAI 不只是单机模型,而是一个个能自主学习、能彼此沟通的个体。这正是构建 开放式 AGI 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就放弃了\n额……","in_reply_to_user_id_str":"1056818658","in_reply_to_status_id_str":"1979944483333791953","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[23,28],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1654408775837646850","name":"哔哔赖赖🔶钻到归零","screen_name":"AnMakeszou","indices":[0,11]},{"id_str":"1894023907386216448","name":"River4FUN 🐝","screen_name":"River4fun","indices":[12,22]}]},"favorited":false,"in_reply_to_screen_name":"AnMakeszou","lang":"zh","retweeted":false,"fact_check":null,"id":"1979967837499449722","view_count":41,"bookmark_count":0,"created_at":1760896093000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1979922101248176132","full_text":"@AnMakeszou @River4fun 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20w也很香辣\n感恩的心","in_reply_to_user_id_str":"1393107434059616257","in_reply_to_status_id_str":"1979937278525853765","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,25],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1163059050","name":"阿毛 $M | 🐜","screen_name":"BarlowLi","indices":[0,9]},{"id_str":"1894023907386216448","name":"River4FUN 🐝","screen_name":"River4fun","indices":[10,20]}]},"favorited":false,"in_reply_to_screen_name":"BarlowLi","lang":"zh","retweeted":false,"fact_check":null,"id":"1979922632590954917","view_count":114,"bookmark_count":0,"created_at":1760885315000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1979922101248176132","full_text":"@BarlowLi @River4fun 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哈哈哈哈哈哈哈好玩","in_reply_to_user_id_str":"1422176834372833280","in_reply_to_status_id_str":"1981878801459225066","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,16],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1851526809915179008","name":"元界🔸BNB","screen_name":"0xbebn","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"0xbebn","lang":"zh","retweeted":false,"fact_check":null,"id":"1981882411869970789","view_count":3771,"bookmark_count":0,"created_at":1761352563000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1981730184043831381","full_text":"@0xbebn 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@mooncake_fi 是在 Solana 上的一个杠杆代币平台。\n\n厉害之处在于持有一个代币就能获得杠杆效果,不用去借贷、开仓、盯盘,且全链上运行、自动加杠杆、没有清算风险。\n\n它由 RateX 孵化,RateX @RateX_Dex 是 Solana 上最早玩利率拆分的团队,他们把借贷利息这类资产拆成可以单独交易的代币,让利率也能被自由买卖。mooncake是ratex的一个产品线,他未来的营收都是归Ratex和它的代币。\n\nMooncake的杠杆代币创新玩法非常有意思,感觉大脑又学到了很多新知识,特意写一篇非常详细的解说给大家介绍一下,一起长长脑子。\nMooncake的玩法跟传统永续合约有什么区别?\n在这里我做了个对比,方便大家很直观的可以了解。\n\n1️⃣传统杠杆,比如在永续合约上\n假设你有 100 美元,想开 3 倍杠杆做多 SOL。\n那你得:\n拿这 100 美元当保证金;\n借 200 美元然后用 300 美元去买 SOL;\n一旦价格下跌 33%,保证金就没了 → 被爆仓。\n 传统杠杆 = 自己出保证金 + 借钱 + 有清算风险。\n\n2️⃣Mooncake 的做法,无保证金,无清算。\nMooncake 你直接买一个代币就行,比如 3xSOL。它在背后自动拆分、配平,不需要出额外保证金。买入后持有就行,不需要盯着仓位防止爆仓。\n\n比如买入 1 个 SOL,系统自动把这 1 个 SOL 拆成两部分:\n0.5 SOL → 放进 Funding Position稳定仓\n0.5 SOL → 放进 Leveraged Position杠杆仓\n这两个仓在系统内部自动平衡,相当于用了杠杆。\n\nSOL在分拆成Leveraged Token和Funding Token之后。Mooncake 为了保持市场的流动性。为了让用户可以买到 LT,比如 3xSOL,系统会让 Funding Token(FT) 去和 流动性池LP 中的 Leveraged Token(LT) 进行交换。\n\n这一步的本质是:把Leveraged Token 从 LP 池子里买出来给用户,同时把 Funding Token 给到 LP 池,作为稳定仓位的补偿。\n\n这样一来会发生一个重要的变化:\n用户拿到的全是 LT(杠杆部分),→ 拥有放大后的收益(当然风险也更大)。\nLP 池子里留的是 FT(资金部分),→ 收取资金费,承担较小的风险。\n\n也就是说,系统通过交换,让价格波动的部份从 LP 转移到了愿意去博杠杆收益用户手上。LP 则获得稳定收益收资金费,整个系统达成了风险与收益的平衡。两者自动配对,风险和收益在系统内部重新分配,整个过程不需要借贷或清算,就完成了杠杆的生成。\n\n所以,没有借钱,也没有额外保证金,但获得了杠杆收益,而且不会被清算。\n\n虽然没有爆仓,但还是有下跌风险,波动风险:SOL 下跌 10%,3xSOL 可能会跌 30%。可以把它理解成一个内置了保证金和借贷逻辑的代币,你买的就是已经配好杠杆的版本,你只出一份钱,但系统在内部自动帮你放大敞口。\n\n实操举例:\n首先进入 Mooncake 网站:\nhttps://t.co/PI5hQ61ZAf\n\n比如我购买了10usdc的3xsol,就只需要输入我要买的金额,点击一下钱包确认就购买好了,非常方便快捷。\n交易路径是 10usdc 变为 0.049sol,0.049sol购入0.0495的3xsol。\n\n这时候如果sol涨了10%,因为杠杆放大了3x,那么我赚的代币理论上会涨大约:\n\n10% × 3 = 30%\n我的 10 USDC 目前价值 ≈ 13 USDC,赚 3 USDC\n\n但是因为Mooncake 的杠杆代币会自动再平衡,所以实际涨幅可能 略高于 30%,因为它会复利放大趋势行情。所以最终收益可能在 +30%~+33% 之间。\n\n如果sol跌了10%,-10% × 3 = -30%\n所以我的 10 USDC 变成大约 7 USDC,亏 3 USDC。\n\n但 Mooncake 有自动降杠杆机制,不会被爆仓,所以不会归零。如果市场一直震荡或反弹,它还能活着继续参与后续行情,这个机制叫自动再平衡机制,动态维持目标杠杆率,完全无清算,非常适合想加杠杆的人但是又怕爆仓的人,他们的内测版本甚至扛住了1011的暴力插针。\n\n其实这种玩法在传统金融里,这类结构化产品很常见。比如有那种3倍纳斯达克ETF,每天追踪指数涨跌的三倍,全球市值上千亿美元。\n\n币圈其实也尝试过,比如中心化交易所推出的杠杆代币、或者一些 DeFi 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到底怎么玩?\n机制其实很简单:\n进入:https://t.co/rVNJsftYbT\n\n找到右上角显示正在进行中的活动, 挑选自己喜欢的池子进行质押。\n\n比如最新一期的 SYND 活动,就可以选择质押 SYND、USDT、或者 MNT。\n\n如果是像我一样比较求稳的话,推荐稳定币池 USDT 和 平台币 MNT , 其中我认为 MNT 是可以像 BNB和 OKB 一样长期持有的,是已经非常成熟的资产选择之一。\n\n如果追求高收益,又能承担风险,或者会套保的话,可以选择新币质押。\n\n为什么我觉得 MNT 还被低估?\n数据摆在那:\nBNB 市值接近 1000 亿,而 MNT 连它的 1/10 都不到。可 Bybit 的交易量、市占率、机构活跃度,早就不输 Binance 的早期阶段了。\n\n再看趋势:现在能同时做到合规 + 高收益的交易所已经不多,Bybit 反而在稳步扩张。\n\n而且平台币的价值已经不是打折券这种逻辑,而是跟平台生态一起成长的红利凭证。每一期 Launchpool 都在强化 MNT 的实用性和地位。\n\n所以我觉得,现在的 MNT 其实还处在 BNB 2018 那种阶段——市值小、故事刚起、生态正在成形。\n其实很多聪明的钱已经注意到了。他们看的不是短期 APR,而是 Bybit 正在靠 Launchpool 和 MNT 一起,重塑整个 CeFi 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在做情绪和资金的地图。谁有影响力,市场在聊什么,它给出一个更直观的面板。配上 Arbitrum 的真实成交,可以校验这些信号是不是有用。\n\nMindoAI @MindoAI 用 AI 给项目做ROI 打分。你可以把它当成新一代预言机。如果它的分数和链上回报能对上,就会被交易者当工具用。\n\n4️⃣其他类型 ⬇️⬇️⬇️⬇️\n\nAntix @antix_in 做数字分身和社交资产,更像 SocialFi 里的身份和分发层。要看它能不能带来真实的留存,而不是一波活动就冷掉。\n\nTEN Protocol @tenprotocol 做隐私型 L2。给以太坊应用加可选隐私。机构、社交、AI 都需要这个。等到更多 Arbitrum 应用把账户抽象和自动化搞起来,隐私会和可用性一起上台阶。\n\n很明显现在 arbitrum 已经把那些半死不活的layer2 拉开了很大的距离,因为 arbitrum 已经从靠空投吸引tvl的阶段到有了能自己造血的商圈。步入交易深、用户真、开发者愿意留下,底层能力还在稳步上新的新台阶。\n\n相比之下,不少半死不活的 L2 还靠空投预期堆 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Windows还是Mac?\nMac。\n6. 哪种体液最被高估?\nspit (哈哈哈哈哈)\n7. 要给你多少钱,你才会放弃你的第一个孩子?\nno~~~拒绝放弃\n8.有史以来最好的运动员是谁?\nSachin Tendulkar,印度著名板球运动员。\n9. 你一生中骨折过多少次?\n目前一次,但总共可能7-8次。\n10. 人们应该知道关于SentientAGI 的什么内容??\nSentientAGI是找到最酷的代理,builders进行构建设的地方。\n——————————————————\n\n除此之外 @SentientAGI 宣布启动一个名为 MindGames Arena 的研究与竞赛项目,将在 NeurIPS 2025,全球顶级 AI 学术会议上举办。\n\n网站:https://t.co/uRhJ5nAX3g\n\n合作方阵容非常强:Princeton、MIT CSAIL、Meta、UT Austin、NYU、Radboud University等\n\n这个项目的目的是:\n让 AI 智能体在能说、会骗、懂合作、敢背叛的社会环境中学习成长。他们想要看 ai 能不能像人类一样在复杂环境中做出长期规划、结盟、谈判、甚至欺骗。\n\nMindGames 是一个统一的 AI 智能体竞技场,它为不同类型的社交推理场景提供标准化环境,专门测试多智能体的战略博弈能力。\n\nSentient 选择这条路,说明他们在探索一种新的方向\nAI 不只是单机模型,而是一个个能自主学习、能彼此沟通的个体。这正是构建 开放式 AGI 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就放弃了\n额……","in_reply_to_user_id_str":"1056818658","in_reply_to_status_id_str":"1979944483333791953","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[23,28],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1654408775837646850","name":"哔哔赖赖🔶钻到归零","screen_name":"AnMakeszou","indices":[0,11]},{"id_str":"1894023907386216448","name":"River4FUN 🐝","screen_name":"River4fun","indices":[12,22]}]},"favorited":false,"in_reply_to_screen_name":"AnMakeszou","lang":"zh","retweeted":false,"fact_check":null,"id":"1979967837499449722","view_count":41,"bookmark_count":0,"created_at":1760896093000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1979922101248176132","full_text":"@AnMakeszou @River4fun 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20w也很香辣\n感恩的心","in_reply_to_user_id_str":"1393107434059616257","in_reply_to_status_id_str":"1979937278525853765","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,25],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1163059050","name":"阿毛 $M | 🐜","screen_name":"BarlowLi","indices":[0,9]},{"id_str":"1894023907386216448","name":"River4FUN 🐝","screen_name":"River4fun","indices":[10,20]}]},"favorited":false,"in_reply_to_screen_name":"BarlowLi","lang":"zh","retweeted":false,"fact_check":null,"id":"1979922632590954917","view_count":114,"bookmark_count":0,"created_at":1760885315000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1979922101248176132","full_text":"@BarlowLi @River4fun 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哈哈哈哈哈哈哈好玩","in_reply_to_user_id_str":"1422176834372833280","in_reply_to_status_id_str":"1981878801459225066","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,16],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1851526809915179008","name":"元界🔸BNB","screen_name":"0xbebn","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"0xbebn","lang":"zh","retweeted":false,"fact_check":null,"id":"1981882411869970789","view_count":3771,"bookmark_count":0,"created_at":1761352563000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1981730184043831381","full_text":"@0xbebn 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@mooncake_fi 是在 Solana 上的一个杠杆代币平台。\n\n厉害之处在于持有一个代币就能获得杠杆效果,不用去借贷、开仓、盯盘,且全链上运行、自动加杠杆、没有清算风险。\n\n它由 RateX 孵化,RateX @RateX_Dex 是 Solana 上最早玩利率拆分的团队,他们把借贷利息这类资产拆成可以单独交易的代币,让利率也能被自由买卖。mooncake是ratex的一个产品线,他未来的营收都是归Ratex和它的代币。\n\nMooncake的杠杆代币创新玩法非常有意思,感觉大脑又学到了很多新知识,特意写一篇非常详细的解说给大家介绍一下,一起长长脑子。\nMooncake的玩法跟传统永续合约有什么区别?\n在这里我做了个对比,方便大家很直观的可以了解。\n\n1️⃣传统杠杆,比如在永续合约上\n假设你有 100 美元,想开 3 倍杠杆做多 SOL。\n那你得:\n拿这 100 美元当保证金;\n借 200 美元然后用 300 美元去买 SOL;\n一旦价格下跌 33%,保证金就没了 → 被爆仓。\n 传统杠杆 = 自己出保证金 + 借钱 + 有清算风险。\n\n2️⃣Mooncake 的做法,无保证金,无清算。\nMooncake 你直接买一个代币就行,比如 3xSOL。它在背后自动拆分、配平,不需要出额外保证金。买入后持有就行,不需要盯着仓位防止爆仓。\n\n比如买入 1 个 SOL,系统自动把这 1 个 SOL 拆成两部分:\n0.5 SOL → 放进 Funding Position稳定仓\n0.5 SOL → 放进 Leveraged Position杠杆仓\n这两个仓在系统内部自动平衡,相当于用了杠杆。\n\nSOL在分拆成Leveraged Token和Funding Token之后。Mooncake 为了保持市场的流动性。为了让用户可以买到 LT,比如 3xSOL,系统会让 Funding Token(FT) 去和 流动性池LP 中的 Leveraged Token(LT) 进行交换。\n\n这一步的本质是:把Leveraged Token 从 LP 池子里买出来给用户,同时把 Funding Token 给到 LP 池,作为稳定仓位的补偿。\n\n这样一来会发生一个重要的变化:\n用户拿到的全是 LT(杠杆部分),→ 拥有放大后的收益(当然风险也更大)。\nLP 池子里留的是 FT(资金部分),→ 收取资金费,承担较小的风险。\n\n也就是说,系统通过交换,让价格波动的部份从 LP 转移到了愿意去博杠杆收益用户手上。LP 则获得稳定收益收资金费,整个系统达成了风险与收益的平衡。两者自动配对,风险和收益在系统内部重新分配,整个过程不需要借贷或清算,就完成了杠杆的生成。\n\n所以,没有借钱,也没有额外保证金,但获得了杠杆收益,而且不会被清算。\n\n虽然没有爆仓,但还是有下跌风险,波动风险:SOL 下跌 10%,3xSOL 可能会跌 30%。可以把它理解成一个内置了保证金和借贷逻辑的代币,你买的就是已经配好杠杆的版本,你只出一份钱,但系统在内部自动帮你放大敞口。\n\n实操举例:\n首先进入 Mooncake 网站:\nhttps://t.co/PI5hQ61ZAf\n\n比如我购买了10usdc的3xsol,就只需要输入我要买的金额,点击一下钱包确认就购买好了,非常方便快捷。\n交易路径是 10usdc 变为 0.049sol,0.049sol购入0.0495的3xsol。\n\n这时候如果sol涨了10%,因为杠杆放大了3x,那么我赚的代币理论上会涨大约:\n\n10% × 3 = 30%\n我的 10 USDC 目前价值 ≈ 13 USDC,赚 3 USDC\n\n但是因为Mooncake 的杠杆代币会自动再平衡,所以实际涨幅可能 略高于 30%,因为它会复利放大趋势行情。所以最终收益可能在 +30%~+33% 之间。\n\n如果sol跌了10%,-10% × 3 = -30%\n所以我的 10 USDC 变成大约 7 USDC,亏 3 USDC。\n\n但 Mooncake 有自动降杠杆机制,不会被爆仓,所以不会归零。如果市场一直震荡或反弹,它还能活着继续参与后续行情,这个机制叫自动再平衡机制,动态维持目标杠杆率,完全无清算,非常适合想加杠杆的人但是又怕爆仓的人,他们的内测版本甚至扛住了1011的暴力插针。\n\n其实这种玩法在传统金融里,这类结构化产品很常见。比如有那种3倍纳斯达克ETF,每天追踪指数涨跌的三倍,全球市值上千亿美元。\n\n币圈其实也尝试过,比如中心化交易所推出的杠杆代币、或者一些 DeFi 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到底怎么玩?\n机制其实很简单:\n进入:https://t.co/rVNJsftYbT\n\n找到右上角显示正在进行中的活动, 挑选自己喜欢的池子进行质押。\n\n比如最新一期的 SYND 活动,就可以选择质押 SYND、USDT、或者 MNT。\n\n如果是像我一样比较求稳的话,推荐稳定币池 USDT 和 平台币 MNT , 其中我认为 MNT 是可以像 BNB和 OKB 一样长期持有的,是已经非常成熟的资产选择之一。\n\n如果追求高收益,又能承担风险,或者会套保的话,可以选择新币质押。\n\n为什么我觉得 MNT 还被低估?\n数据摆在那:\nBNB 市值接近 1000 亿,而 MNT 连它的 1/10 都不到。可 Bybit 的交易量、市占率、机构活跃度,早就不输 Binance 的早期阶段了。\n\n再看趋势:现在能同时做到合规 + 高收益的交易所已经不多,Bybit 反而在稳步扩张。\n\n而且平台币的价值已经不是打折券这种逻辑,而是跟平台生态一起成长的红利凭证。每一期 Launchpool 都在强化 MNT 的实用性和地位。\n\n所以我觉得,现在的 MNT 其实还处在 BNB 2018 那种阶段——市值小、故事刚起、生态正在成形。\n其实很多聪明的钱已经注意到了。他们看的不是短期 APR,而是 Bybit 正在靠 Launchpool 和 MNT 一起,重塑整个 CeFi 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At this rate, Twitter might just rename 'Tweet' to 'Monkesh-post'.","win":"Successfully captured viral attention with tweets that bring attention to local alternatives for global apps and culturally resonant content, igniting spirited conversations and community pride.","recommendation":"Focus on quality over quantity by curating threads or themed tweet series that showcase deep dives on cultural tech, personal stories, or community highlights. Engage actively with followers through timely replies and polls to transform your vast network into an active audience on X."},"created":1763123866487,"type":"the connector","id":"monkesh18"},{"user":{"id":"1450793843511672832","name":"Jerrell","description":"| Web3 🌎: Crypto / NFTs / InFoFi | Health🍀 & Wealth💰| DM for Business Inquiries 📩","followers_count":13082,"friends_count":7062,"statuses_count":84084,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1968307710128017408/6uzIA10O_normal.jpg","screen_name":"JerrellsWorld","location":"United Kingdom","entities":{"description":{"urls":[]}}},"details":{"type":"The Connector","description":"Jerrell is the friendly neighborhood digital cheerleader who never misses a chance to greet the day and rally his legion of followers with positive vibes. With a focus on Web3, NFTs, and health & wealth, he effortlessly combines tech savvy with everyday motivation. 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Through building the Launch Collective and sharing insightful weekly letters, Devan empowers creators to build early and grow organically with their audience. Constantly encouraging purposeful hustle, Devan inspires others to align their ventures with deeper life meaning.","purpose":"Devan’s life purpose centers on linking ambitious entrepreneurs to the clarity and communal support they need to flourish, helping them realize ventures that resonate deeply with their true selves and foster sustainable growth.","beliefs":"Devan believes that success stems from purpose-driven work where business ventures and personal values align, that thriving comes from authentic connection over mere numbers, and that persistence with clarity leads to true flourishing, or eudaimonia.","facts":"Fun fact: Devan doesn’t wait to have an audience before building a product — instead, they champion launching early and growing alongside the community, flipping the usual creator playbook on its head.","strength":"Devan’s greatest strength lies in their ability to foster genuine connections and clarify purpose, helping founders not only build products but also meaningful communities that grow organically in alignment with their vision.","weakness":"A potential weakness is Devan’s relatively low engagement and follower visibility, which may stem from cultivating a niche audience too early or under-leveraging the interactive potential of X’s platform.","recommendation":"To grow their audience on X, Devan should engage more actively by initiating discussions around purposeful entrepreneurship, amplifying follower interactions through polls or Q&As, and sharing more personal stories that showcase the real-world impact of the Launch Collective.","roast":"Devan’s so busy connecting founders to purpose, they probably forget to connect their tweets to a bigger audience—let’s get those follower numbers aligned with that clarity you preach!","win":"Devan’s biggest win is founding the Launch Collective, a community-driven initiative that equips creators and entrepreneurs to build with clarity and purpose from day one, demonstrating real leadership in purposeful growth."},"created":1763115584069,"type":"the connector","id":"devan_hemmings"},{"user":{"id":"1930559337753432064","name":"网瘾少女🎾kina酱","description":"为了网球自由勇闯web3的音频博主⛰️ 一个还没走出叛逆期的成年人 |所有推文不构成投资建议","followers_count":857,"friends_count":1162,"statuses_count":2587,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1976207948285415424/ZbBMbJgi_normal.jpg","screen_name":"qingerqq2024","location":"","entities":{"description":{"urls":[]}}},"details":{"type":"The Connector","description":"网瘾少女🎾kina酱 is a vibrant and passionate Web3 audio blogger with a deep love for tennis and community connection. 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She trusts in steady learning, self-awareness, and the power of perseverance amidst the chaos of crypto hustle.","facts":"Fun fact: Despite her intense involvement in multiple crypto projects, she openly admits to being in a 'rebellious adult' phase and humorously warns that none of her tweets should be considered investment advice—a refreshing honesty in the world of hype!","strength":"Exceptional at fostering connections and community engagement, she combines her genuine personality with deep enthusiasm for her projects, which helps her build a loyal and interactive audience. Her adaptability and willingness to learn from seasoned crypto veterans keep her grounded and continuously growing.","weakness":"Her fast-paced approach sometimes clashes with her natural slow pace, leading to moments where she feels overwhelmed or left behind by rapid market changes. 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Sharing more behind-the-scenes content and relatable personal stories in both text and audio formats will deepen her community bonds and boost engagement.","roast":"For someone who claims to be stuck in a rebellious phase, you sure have the patience of a saint sitting through endless DeFi updates and Twitter dramas—maybe next rebellion, try unplugging the laptop instead of doubling down on the hustle?","win":"Successfully built a supportive and engaged community around the INFINIT Labs project, highlighting the power of female creators and fostering meaningful interactions that helped push user adoption to over 170,000 real users with hundreds of thousands of transactions."},"created":1763114661465,"type":"the connector","id":"qingerqq2024"},{"user":{"id":"299781895","name":"Oliver","description":"","followers_count":128,"friends_count":580,"statuses_count":9383,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1860692854135193600/G4NBT5Sf_normal.jpg","screen_name":"oliver_x44","location":"","entities":{"description":{"urls":[]}}},"details":{"type":"The Connector","description":"Oliver is a social media engager who thrives on sharing and amplifying others' voices, frequently retweeting impactful content and sparking conversations around current events. 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Oliver believes that influence often comes from elevating others rather than self-promotion.","facts":"Despite tweeting over 9,000 times, Oliver's most prominent interactions come from retweets rather than original tweets, highlighting his role as a connector, not necessarily a creator.","strength":"He excels at curating and broadcasting timely and relevant content that resonates widely, boosting important messages with his retweets and interactions.","weakness":"His low original engagement and minimal direct responses might limit personal brand growth and deeper audience attachment, as followers may not see his unique voice or expertise.","roast":"Oliver retweets so much, he's basically a social media VCR—just replaying other people’s hits and hoping no one notices he never hits ‘record’ himself.","win":"Racking up hundreds of thousands of views and hundreds of retweets on multiple posts, Oliver has mastered the art of digital amplification and message relay.","recommendation":"To grow his audience on X, Oliver should sprinkle in more original thoughts or insights alongside his retweets to showcase his unique perspective. Engaging directly with followers through replies and creating personalized content will strengthen his personal brand and increase follower loyalty."},"created":1763113957759,"type":"the connector","id":"oliver_x44"},{"user":{"id":"1297549206958342146","name":"Marketing Angel🪄💕","description":"Social media manager| Helping your brand show up online & reach the right audience | A fine girl🌸| 👻:Nomethefinegirl","followers_count":2084,"friends_count":1513,"statuses_count":10879,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1901011473566232578/xi2UNSxE_normal.jpg","screen_name":"onomeeeee","location":"Ibadan, Nigeria","entities":{"description":{"urls":[]}}},"details":{"type":"The Connector","description":"Marketing Angel🪄💕 is a vibrant social media manager who thrives on helping brands build genuine online relationships and engage authentically with their audiences. Her tweets reveal a passion for storytelling and innovative marketing strategies, always eager to learn and share insights. With a friendly and approachable style, she creates community-driven conversations that resonate deeply with her followers.","purpose":"Her life purpose is to bridge the gap between brands and their audiences by humanizing digital interactions, fostering trust, and building emotional connections through creative storytelling and engaging content. She’s driven to empower small businesses and creators to shine online and feel seen, heard, and valued.","beliefs":"She believes that authenticity wins hearts, stories connect people more than products, and that digital platforms should be spaces where real human experiences are shared and celebrated. Marketing isn’t just about selling—it’s about creating meaningful narratives that invite others to belong.","facts":"Fun fact: She’s fascinated by how email marketing can create intimate, story-driven connections, and can turn even ‘boring’ brands into storytellers who people genuinely want to follow.","strength":"Her strengths lie in authentic engagement, storytelling prowess, and a generous willingness to help others grow by sharing tools, insights, and even free services. Her adaptability in using AI to enhance content reflects a forward-thinking mindset.","weakness":"Her eagerness to connect with everyone and offer free services might stretch her too thin, risking burnout or diluted focus. Also, with a large following-to-following ratio, she may appear more as a follower than a standout leader to some.","recommendation":"To grow her audience on X, she should amplify her unique storytelling voice by creating original mini case studies or behind-the-scenes threads that demonstrate her marketing magic in action. 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在做情绪和资金的地图。谁有影响力,市场在聊什么,它给出一个更直观的面板。配上 Arbitrum 的真实成交,可以校验这些信号是不是有用。\n\nMindoAI @MindoAI 用 AI 给项目做ROI 打分。你可以把它当成新一代预言机。如果它的分数和链上回报能对上,就会被交易者当工具用。\n\n4️⃣其他类型 ⬇️⬇️⬇️⬇️\n\nAntix @antix_in 做数字分身和社交资产,更像 SocialFi 里的身份和分发层。要看它能不能带来真实的留存,而不是一波活动就冷掉。\n\nTEN Protocol @tenprotocol 做隐私型 L2。给以太坊应用加可选隐私。机构、社交、AI 都需要这个。等到更多 Arbitrum 应用把账户抽象和自动化搞起来,隐私会和可用性一起上台阶。\n\n很明显现在 arbitrum 已经把那些半死不活的layer2 拉开了很大的距离,因为 arbitrum 已经从靠空投吸引tvl的阶段到有了能自己造血的商圈。步入交易深、用户真、开发者愿意留下,底层能力还在稳步上新的新台阶。\n\n相比之下,不少半死不活的 L2 还靠空投预期堆 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Windows还是Mac?\nMac。\n6. 哪种体液最被高估?\nspit (哈哈哈哈哈)\n7. 要给你多少钱,你才会放弃你的第一个孩子?\nno~~~拒绝放弃\n8.有史以来最好的运动员是谁?\nSachin Tendulkar,印度著名板球运动员。\n9. 你一生中骨折过多少次?\n目前一次,但总共可能7-8次。\n10. 人们应该知道关于SentientAGI 的什么内容??\nSentientAGI是找到最酷的代理,builders进行构建设的地方。\n——————————————————\n\n除此之外 @SentientAGI 宣布启动一个名为 MindGames Arena 的研究与竞赛项目,将在 NeurIPS 2025,全球顶级 AI 学术会议上举办。\n\n网站:https://t.co/uRhJ5nAX3g\n\n合作方阵容非常强:Princeton、MIT CSAIL、Meta、UT Austin、NYU、Radboud University等\n\n这个项目的目的是:\n让 AI 智能体在能说、会骗、懂合作、敢背叛的社会环境中学习成长。他们想要看 ai 能不能像人类一样在复杂环境中做出长期规划、结盟、谈判、甚至欺骗。\n\nMindGames 是一个统一的 AI 智能体竞技场,它为不同类型的社交推理场景提供标准化环境,专门测试多智能体的战略博弈能力。\n\nSentient 选择这条路,说明他们在探索一种新的方向\nAI 不只是单机模型,而是一个个能自主学习、能彼此沟通的个体。这正是构建 开放式 AGI 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就放弃了\n额……","in_reply_to_user_id_str":"1056818658","in_reply_to_status_id_str":"1979944483333791953","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[23,28],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1654408775837646850","name":"哔哔赖赖🔶钻到归零","screen_name":"AnMakeszou","indices":[0,11]},{"id_str":"1894023907386216448","name":"River4FUN 🐝","screen_name":"River4fun","indices":[12,22]}]},"favorited":false,"in_reply_to_screen_name":"AnMakeszou","lang":"zh","retweeted":false,"fact_check":null,"id":"1979967837499449722","view_count":41,"bookmark_count":0,"created_at":1760896093000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1979922101248176132","full_text":"@AnMakeszou @River4fun 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20w也很香辣\n感恩的心","in_reply_to_user_id_str":"1393107434059616257","in_reply_to_status_id_str":"1979937278525853765","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,25],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1163059050","name":"阿毛 $M | 🐜","screen_name":"BarlowLi","indices":[0,9]},{"id_str":"1894023907386216448","name":"River4FUN 🐝","screen_name":"River4fun","indices":[10,20]}]},"favorited":false,"in_reply_to_screen_name":"BarlowLi","lang":"zh","retweeted":false,"fact_check":null,"id":"1979922632590954917","view_count":114,"bookmark_count":0,"created_at":1760885315000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1979922101248176132","full_text":"@BarlowLi @River4fun 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哈哈哈哈哈哈哈好玩","in_reply_to_user_id_str":"1422176834372833280","in_reply_to_status_id_str":"1981878801459225066","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,16],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1851526809915179008","name":"元界🔸BNB","screen_name":"0xbebn","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"0xbebn","lang":"zh","retweeted":false,"fact_check":null,"id":"1981882411869970789","view_count":3771,"bookmark_count":0,"created_at":1761352563000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1981730184043831381","full_text":"@0xbebn 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@mooncake_fi 是在 Solana 上的一个杠杆代币平台。\n\n厉害之处在于持有一个代币就能获得杠杆效果,不用去借贷、开仓、盯盘,且全链上运行、自动加杠杆、没有清算风险。\n\n它由 RateX 孵化,RateX @RateX_Dex 是 Solana 上最早玩利率拆分的团队,他们把借贷利息这类资产拆成可以单独交易的代币,让利率也能被自由买卖。mooncake是ratex的一个产品线,他未来的营收都是归Ratex和它的代币。\n\nMooncake的杠杆代币创新玩法非常有意思,感觉大脑又学到了很多新知识,特意写一篇非常详细的解说给大家介绍一下,一起长长脑子。\nMooncake的玩法跟传统永续合约有什么区别?\n在这里我做了个对比,方便大家很直观的可以了解。\n\n1️⃣传统杠杆,比如在永续合约上\n假设你有 100 美元,想开 3 倍杠杆做多 SOL。\n那你得:\n拿这 100 美元当保证金;\n借 200 美元然后用 300 美元去买 SOL;\n一旦价格下跌 33%,保证金就没了 → 被爆仓。\n 传统杠杆 = 自己出保证金 + 借钱 + 有清算风险。\n\n2️⃣Mooncake 的做法,无保证金,无清算。\nMooncake 你直接买一个代币就行,比如 3xSOL。它在背后自动拆分、配平,不需要出额外保证金。买入后持有就行,不需要盯着仓位防止爆仓。\n\n比如买入 1 个 SOL,系统自动把这 1 个 SOL 拆成两部分:\n0.5 SOL → 放进 Funding Position稳定仓\n0.5 SOL → 放进 Leveraged Position杠杆仓\n这两个仓在系统内部自动平衡,相当于用了杠杆。\n\nSOL在分拆成Leveraged Token和Funding Token之后。Mooncake 为了保持市场的流动性。为了让用户可以买到 LT,比如 3xSOL,系统会让 Funding Token(FT) 去和 流动性池LP 中的 Leveraged Token(LT) 进行交换。\n\n这一步的本质是:把Leveraged Token 从 LP 池子里买出来给用户,同时把 Funding Token 给到 LP 池,作为稳定仓位的补偿。\n\n这样一来会发生一个重要的变化:\n用户拿到的全是 LT(杠杆部分),→ 拥有放大后的收益(当然风险也更大)。\nLP 池子里留的是 FT(资金部分),→ 收取资金费,承担较小的风险。\n\n也就是说,系统通过交换,让价格波动的部份从 LP 转移到了愿意去博杠杆收益用户手上。LP 则获得稳定收益收资金费,整个系统达成了风险与收益的平衡。两者自动配对,风险和收益在系统内部重新分配,整个过程不需要借贷或清算,就完成了杠杆的生成。\n\n所以,没有借钱,也没有额外保证金,但获得了杠杆收益,而且不会被清算。\n\n虽然没有爆仓,但还是有下跌风险,波动风险:SOL 下跌 10%,3xSOL 可能会跌 30%。可以把它理解成一个内置了保证金和借贷逻辑的代币,你买的就是已经配好杠杆的版本,你只出一份钱,但系统在内部自动帮你放大敞口。\n\n实操举例:\n首先进入 Mooncake 网站:\nhttps://t.co/PI5hQ61ZAf\n\n比如我购买了10usdc的3xsol,就只需要输入我要买的金额,点击一下钱包确认就购买好了,非常方便快捷。\n交易路径是 10usdc 变为 0.049sol,0.049sol购入0.0495的3xsol。\n\n这时候如果sol涨了10%,因为杠杆放大了3x,那么我赚的代币理论上会涨大约:\n\n10% × 3 = 30%\n我的 10 USDC 目前价值 ≈ 13 USDC,赚 3 USDC\n\n但是因为Mooncake 的杠杆代币会自动再平衡,所以实际涨幅可能 略高于 30%,因为它会复利放大趋势行情。所以最终收益可能在 +30%~+33% 之间。\n\n如果sol跌了10%,-10% × 3 = -30%\n所以我的 10 USDC 变成大约 7 USDC,亏 3 USDC。\n\n但 Mooncake 有自动降杠杆机制,不会被爆仓,所以不会归零。如果市场一直震荡或反弹,它还能活着继续参与后续行情,这个机制叫自动再平衡机制,动态维持目标杠杆率,完全无清算,非常适合想加杠杆的人但是又怕爆仓的人,他们的内测版本甚至扛住了1011的暴力插针。\n\n其实这种玩法在传统金融里,这类结构化产品很常见。比如有那种3倍纳斯达克ETF,每天追踪指数涨跌的三倍,全球市值上千亿美元。\n\n币圈其实也尝试过,比如中心化交易所推出的杠杆代币、或者一些 DeFi 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到底怎么玩?\n机制其实很简单:\n进入:https://t.co/rVNJsftYbT\n\n找到右上角显示正在进行中的活动, 挑选自己喜欢的池子进行质押。\n\n比如最新一期的 SYND 活动,就可以选择质押 SYND、USDT、或者 MNT。\n\n如果是像我一样比较求稳的话,推荐稳定币池 USDT 和 平台币 MNT , 其中我认为 MNT 是可以像 BNB和 OKB 一样长期持有的,是已经非常成熟的资产选择之一。\n\n如果追求高收益,又能承担风险,或者会套保的话,可以选择新币质押。\n\n为什么我觉得 MNT 还被低估?\n数据摆在那:\nBNB 市值接近 1000 亿,而 MNT 连它的 1/10 都不到。可 Bybit 的交易量、市占率、机构活跃度,早就不输 Binance 的早期阶段了。\n\n再看趋势:现在能同时做到合规 + 高收益的交易所已经不多,Bybit 反而在稳步扩张。\n\n而且平台币的价值已经不是打折券这种逻辑,而是跟平台生态一起成长的红利凭证。每一期 Launchpool 都在强化 MNT 的实用性和地位。\n\n所以我觉得,现在的 MNT 其实还处在 BNB 2018 那种阶段——市值小、故事刚起、生态正在成形。\n其实很多聪明的钱已经注意到了。他们看的不是短期 APR,而是 Bybit 正在靠 Launchpool 和 MNT 一起,重塑整个 CeFi 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在做情绪和资金的地图。谁有影响力,市场在聊什么,它给出一个更直观的面板。配上 Arbitrum 的真实成交,可以校验这些信号是不是有用。\n\nMindoAI @MindoAI 用 AI 给项目做ROI 打分。你可以把它当成新一代预言机。如果它的分数和链上回报能对上,就会被交易者当工具用。\n\n4️⃣其他类型 ⬇️⬇️⬇️⬇️\n\nAntix @antix_in 做数字分身和社交资产,更像 SocialFi 里的身份和分发层。要看它能不能带来真实的留存,而不是一波活动就冷掉。\n\nTEN Protocol @tenprotocol 做隐私型 L2。给以太坊应用加可选隐私。机构、社交、AI 都需要这个。等到更多 Arbitrum 应用把账户抽象和自动化搞起来,隐私会和可用性一起上台阶。\n\n很明显现在 arbitrum 已经把那些半死不活的layer2 拉开了很大的距离,因为 arbitrum 已经从靠空投吸引tvl的阶段到有了能自己造血的商圈。步入交易深、用户真、开发者愿意留下,底层能力还在稳步上新的新台阶。\n\n相比之下,不少半死不活的 L2 还靠空投预期堆 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Windows还是Mac?\nMac。\n6. 哪种体液最被高估?\nspit (哈哈哈哈哈)\n7. 要给你多少钱,你才会放弃你的第一个孩子?\nno~~~拒绝放弃\n8.有史以来最好的运动员是谁?\nSachin Tendulkar,印度著名板球运动员。\n9. 你一生中骨折过多少次?\n目前一次,但总共可能7-8次。\n10. 人们应该知道关于SentientAGI 的什么内容??\nSentientAGI是找到最酷的代理,builders进行构建设的地方。\n——————————————————\n\n除此之外 @SentientAGI 宣布启动一个名为 MindGames Arena 的研究与竞赛项目,将在 NeurIPS 2025,全球顶级 AI 学术会议上举办。\n\n网站:https://t.co/uRhJ5nAX3g\n\n合作方阵容非常强:Princeton、MIT CSAIL、Meta、UT Austin、NYU、Radboud University等\n\n这个项目的目的是:\n让 AI 智能体在能说、会骗、懂合作、敢背叛的社会环境中学习成长。他们想要看 ai 能不能像人类一样在复杂环境中做出长期规划、结盟、谈判、甚至欺骗。\n\nMindGames 是一个统一的 AI 智能体竞技场,它为不同类型的社交推理场景提供标准化环境,专门测试多智能体的战略博弈能力。\n\nSentient 选择这条路,说明他们在探索一种新的方向\nAI 不只是单机模型,而是一个个能自主学习、能彼此沟通的个体。这正是构建 开放式 AGI 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就放弃了\n额……","in_reply_to_user_id_str":"1056818658","in_reply_to_status_id_str":"1979944483333791953","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[23,28],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1654408775837646850","name":"哔哔赖赖🔶钻到归零","screen_name":"AnMakeszou","indices":[0,11]},{"id_str":"1894023907386216448","name":"River4FUN 🐝","screen_name":"River4fun","indices":[12,22]}]},"favorited":false,"in_reply_to_screen_name":"AnMakeszou","lang":"zh","retweeted":false,"fact_check":null,"id":"1979967837499449722","view_count":41,"bookmark_count":0,"created_at":1760896093000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1979922101248176132","full_text":"@AnMakeszou @River4fun 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20w也很香辣\n感恩的心","in_reply_to_user_id_str":"1393107434059616257","in_reply_to_status_id_str":"1979937278525853765","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,25],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1163059050","name":"阿毛 $M | 🐜","screen_name":"BarlowLi","indices":[0,9]},{"id_str":"1894023907386216448","name":"River4FUN 🐝","screen_name":"River4fun","indices":[10,20]}]},"favorited":false,"in_reply_to_screen_name":"BarlowLi","lang":"zh","retweeted":false,"fact_check":null,"id":"1979922632590954917","view_count":114,"bookmark_count":0,"created_at":1760885315000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1979922101248176132","full_text":"@BarlowLi @River4fun 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哈哈哈哈哈哈哈好玩","in_reply_to_user_id_str":"1422176834372833280","in_reply_to_status_id_str":"1981878801459225066","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,16],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1851526809915179008","name":"元界🔸BNB","screen_name":"0xbebn","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"0xbebn","lang":"zh","retweeted":false,"fact_check":null,"id":"1981882411869970789","view_count":3771,"bookmark_count":0,"created_at":1761352563000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1981730184043831381","full_text":"@0xbebn 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@mooncake_fi 是在 Solana 上的一个杠杆代币平台。\n\n厉害之处在于持有一个代币就能获得杠杆效果,不用去借贷、开仓、盯盘,且全链上运行、自动加杠杆、没有清算风险。\n\n它由 RateX 孵化,RateX @RateX_Dex 是 Solana 上最早玩利率拆分的团队,他们把借贷利息这类资产拆成可以单独交易的代币,让利率也能被自由买卖。mooncake是ratex的一个产品线,他未来的营收都是归Ratex和它的代币。\n\nMooncake的杠杆代币创新玩法非常有意思,感觉大脑又学到了很多新知识,特意写一篇非常详细的解说给大家介绍一下,一起长长脑子。\nMooncake的玩法跟传统永续合约有什么区别?\n在这里我做了个对比,方便大家很直观的可以了解。\n\n1️⃣传统杠杆,比如在永续合约上\n假设你有 100 美元,想开 3 倍杠杆做多 SOL。\n那你得:\n拿这 100 美元当保证金;\n借 200 美元然后用 300 美元去买 SOL;\n一旦价格下跌 33%,保证金就没了 → 被爆仓。\n 传统杠杆 = 自己出保证金 + 借钱 + 有清算风险。\n\n2️⃣Mooncake 的做法,无保证金,无清算。\nMooncake 你直接买一个代币就行,比如 3xSOL。它在背后自动拆分、配平,不需要出额外保证金。买入后持有就行,不需要盯着仓位防止爆仓。\n\n比如买入 1 个 SOL,系统自动把这 1 个 SOL 拆成两部分:\n0.5 SOL → 放进 Funding Position稳定仓\n0.5 SOL → 放进 Leveraged Position杠杆仓\n这两个仓在系统内部自动平衡,相当于用了杠杆。\n\nSOL在分拆成Leveraged Token和Funding Token之后。Mooncake 为了保持市场的流动性。为了让用户可以买到 LT,比如 3xSOL,系统会让 Funding Token(FT) 去和 流动性池LP 中的 Leveraged Token(LT) 进行交换。\n\n这一步的本质是:把Leveraged Token 从 LP 池子里买出来给用户,同时把 Funding Token 给到 LP 池,作为稳定仓位的补偿。\n\n这样一来会发生一个重要的变化:\n用户拿到的全是 LT(杠杆部分),→ 拥有放大后的收益(当然风险也更大)。\nLP 池子里留的是 FT(资金部分),→ 收取资金费,承担较小的风险。\n\n也就是说,系统通过交换,让价格波动的部份从 LP 转移到了愿意去博杠杆收益用户手上。LP 则获得稳定收益收资金费,整个系统达成了风险与收益的平衡。两者自动配对,风险和收益在系统内部重新分配,整个过程不需要借贷或清算,就完成了杠杆的生成。\n\n所以,没有借钱,也没有额外保证金,但获得了杠杆收益,而且不会被清算。\n\n虽然没有爆仓,但还是有下跌风险,波动风险:SOL 下跌 10%,3xSOL 可能会跌 30%。可以把它理解成一个内置了保证金和借贷逻辑的代币,你买的就是已经配好杠杆的版本,你只出一份钱,但系统在内部自动帮你放大敞口。\n\n实操举例:\n首先进入 Mooncake 网站:\nhttps://t.co/PI5hQ61ZAf\n\n比如我购买了10usdc的3xsol,就只需要输入我要买的金额,点击一下钱包确认就购买好了,非常方便快捷。\n交易路径是 10usdc 变为 0.049sol,0.049sol购入0.0495的3xsol。\n\n这时候如果sol涨了10%,因为杠杆放大了3x,那么我赚的代币理论上会涨大约:\n\n10% × 3 = 30%\n我的 10 USDC 目前价值 ≈ 13 USDC,赚 3 USDC\n\n但是因为Mooncake 的杠杆代币会自动再平衡,所以实际涨幅可能 略高于 30%,因为它会复利放大趋势行情。所以最终收益可能在 +30%~+33% 之间。\n\n如果sol跌了10%,-10% × 3 = -30%\n所以我的 10 USDC 变成大约 7 USDC,亏 3 USDC。\n\n但 Mooncake 有自动降杠杆机制,不会被爆仓,所以不会归零。如果市场一直震荡或反弹,它还能活着继续参与后续行情,这个机制叫自动再平衡机制,动态维持目标杠杆率,完全无清算,非常适合想加杠杆的人但是又怕爆仓的人,他们的内测版本甚至扛住了1011的暴力插针。\n\n其实这种玩法在传统金融里,这类结构化产品很常见。比如有那种3倍纳斯达克ETF,每天追踪指数涨跌的三倍,全球市值上千亿美元。\n\n币圈其实也尝试过,比如中心化交易所推出的杠杆代币、或者一些 DeFi 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到底怎么玩?\n机制其实很简单:\n进入:https://t.co/rVNJsftYbT\n\n找到右上角显示正在进行中的活动, 挑选自己喜欢的池子进行质押。\n\n比如最新一期的 SYND 活动,就可以选择质押 SYND、USDT、或者 MNT。\n\n如果是像我一样比较求稳的话,推荐稳定币池 USDT 和 平台币 MNT , 其中我认为 MNT 是可以像 BNB和 OKB 一样长期持有的,是已经非常成熟的资产选择之一。\n\n如果追求高收益,又能承担风险,或者会套保的话,可以选择新币质押。\n\n为什么我觉得 MNT 还被低估?\n数据摆在那:\nBNB 市值接近 1000 亿,而 MNT 连它的 1/10 都不到。可 Bybit 的交易量、市占率、机构活跃度,早就不输 Binance 的早期阶段了。\n\n再看趋势:现在能同时做到合规 + 高收益的交易所已经不多,Bybit 反而在稳步扩张。\n\n而且平台币的价值已经不是打折券这种逻辑,而是跟平台生态一起成长的红利凭证。每一期 Launchpool 都在强化 MNT 的实用性和地位。\n\n所以我觉得,现在的 MNT 其实还处在 BNB 2018 那种阶段——市值小、故事刚起、生态正在成形。\n其实很多聪明的钱已经注意到了。他们看的不是短期 APR,而是 Bybit 正在靠 Launchpool 和 MNT 一起,重塑整个 CeFi 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在做情绪和资金的地图。谁有影响力,市场在聊什么,它给出一个更直观的面板。配上 Arbitrum 的真实成交,可以校验这些信号是不是有用。\n\nMindoAI @MindoAI 用 AI 给项目做ROI 打分。你可以把它当成新一代预言机。如果它的分数和链上回报能对上,就会被交易者当工具用。\n\n4️⃣其他类型 ⬇️⬇️⬇️⬇️\n\nAntix @antix_in 做数字分身和社交资产,更像 SocialFi 里的身份和分发层。要看它能不能带来真实的留存,而不是一波活动就冷掉。\n\nTEN Protocol @tenprotocol 做隐私型 L2。给以太坊应用加可选隐私。机构、社交、AI 都需要这个。等到更多 Arbitrum 应用把账户抽象和自动化搞起来,隐私会和可用性一起上台阶。\n\n很明显现在 arbitrum 已经把那些半死不活的layer2 拉开了很大的距离,因为 arbitrum 已经从靠空投吸引tvl的阶段到有了能自己造血的商圈。步入交易深、用户真、开发者愿意留下,底层能力还在稳步上新的新台阶。\n\n相比之下,不少半死不活的 L2 还靠空投预期堆 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Windows还是Mac?\nMac。\n6. 哪种体液最被高估?\nspit (哈哈哈哈哈)\n7. 要给你多少钱,你才会放弃你的第一个孩子?\nno~~~拒绝放弃\n8.有史以来最好的运动员是谁?\nSachin Tendulkar,印度著名板球运动员。\n9. 你一生中骨折过多少次?\n目前一次,但总共可能7-8次。\n10. 人们应该知道关于SentientAGI 的什么内容??\nSentientAGI是找到最酷的代理,builders进行构建设的地方。\n——————————————————\n\n除此之外 @SentientAGI 宣布启动一个名为 MindGames Arena 的研究与竞赛项目,将在 NeurIPS 2025,全球顶级 AI 学术会议上举办。\n\n网站:https://t.co/uRhJ5nAX3g\n\n合作方阵容非常强:Princeton、MIT CSAIL、Meta、UT Austin、NYU、Radboud University等\n\n这个项目的目的是:\n让 AI 智能体在能说、会骗、懂合作、敢背叛的社会环境中学习成长。他们想要看 ai 能不能像人类一样在复杂环境中做出长期规划、结盟、谈判、甚至欺骗。\n\nMindGames 是一个统一的 AI 智能体竞技场,它为不同类型的社交推理场景提供标准化环境,专门测试多智能体的战略博弈能力。\n\nSentient 选择这条路,说明他们在探索一种新的方向\nAI 不只是单机模型,而是一个个能自主学习、能彼此沟通的个体。这正是构建 开放式 AGI 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就放弃了\n额……","in_reply_to_user_id_str":"1056818658","in_reply_to_status_id_str":"1979944483333791953","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[23,28],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1654408775837646850","name":"哔哔赖赖🔶钻到归零","screen_name":"AnMakeszou","indices":[0,11]},{"id_str":"1894023907386216448","name":"River4FUN 🐝","screen_name":"River4fun","indices":[12,22]}]},"favorited":false,"in_reply_to_screen_name":"AnMakeszou","lang":"zh","retweeted":false,"fact_check":null,"id":"1979967837499449722","view_count":41,"bookmark_count":0,"created_at":1760896093000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1979922101248176132","full_text":"@AnMakeszou @River4fun 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20w也很香辣\n感恩的心","in_reply_to_user_id_str":"1393107434059616257","in_reply_to_status_id_str":"1979937278525853765","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,25],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1163059050","name":"阿毛 $M | 🐜","screen_name":"BarlowLi","indices":[0,9]},{"id_str":"1894023907386216448","name":"River4FUN 🐝","screen_name":"River4fun","indices":[10,20]}]},"favorited":false,"in_reply_to_screen_name":"BarlowLi","lang":"zh","retweeted":false,"fact_check":null,"id":"1979922632590954917","view_count":114,"bookmark_count":0,"created_at":1760885315000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1979922101248176132","full_text":"@BarlowLi @River4fun 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哈哈哈哈哈哈哈好玩","in_reply_to_user_id_str":"1422176834372833280","in_reply_to_status_id_str":"1981878801459225066","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,16],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1851526809915179008","name":"元界🔸BNB","screen_name":"0xbebn","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"0xbebn","lang":"zh","retweeted":false,"fact_check":null,"id":"1981882411869970789","view_count":3771,"bookmark_count":0,"created_at":1761352563000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1981730184043831381","full_text":"@0xbebn 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@mooncake_fi 是在 Solana 上的一个杠杆代币平台。\n\n厉害之处在于持有一个代币就能获得杠杆效果,不用去借贷、开仓、盯盘,且全链上运行、自动加杠杆、没有清算风险。\n\n它由 RateX 孵化,RateX @RateX_Dex 是 Solana 上最早玩利率拆分的团队,他们把借贷利息这类资产拆成可以单独交易的代币,让利率也能被自由买卖。mooncake是ratex的一个产品线,他未来的营收都是归Ratex和它的代币。\n\nMooncake的杠杆代币创新玩法非常有意思,感觉大脑又学到了很多新知识,特意写一篇非常详细的解说给大家介绍一下,一起长长脑子。\nMooncake的玩法跟传统永续合约有什么区别?\n在这里我做了个对比,方便大家很直观的可以了解。\n\n1️⃣传统杠杆,比如在永续合约上\n假设你有 100 美元,想开 3 倍杠杆做多 SOL。\n那你得:\n拿这 100 美元当保证金;\n借 200 美元然后用 300 美元去买 SOL;\n一旦价格下跌 33%,保证金就没了 → 被爆仓。\n 传统杠杆 = 自己出保证金 + 借钱 + 有清算风险。\n\n2️⃣Mooncake 的做法,无保证金,无清算。\nMooncake 你直接买一个代币就行,比如 3xSOL。它在背后自动拆分、配平,不需要出额外保证金。买入后持有就行,不需要盯着仓位防止爆仓。\n\n比如买入 1 个 SOL,系统自动把这 1 个 SOL 拆成两部分:\n0.5 SOL → 放进 Funding Position稳定仓\n0.5 SOL → 放进 Leveraged Position杠杆仓\n这两个仓在系统内部自动平衡,相当于用了杠杆。\n\nSOL在分拆成Leveraged Token和Funding Token之后。Mooncake 为了保持市场的流动性。为了让用户可以买到 LT,比如 3xSOL,系统会让 Funding Token(FT) 去和 流动性池LP 中的 Leveraged Token(LT) 进行交换。\n\n这一步的本质是:把Leveraged Token 从 LP 池子里买出来给用户,同时把 Funding Token 给到 LP 池,作为稳定仓位的补偿。\n\n这样一来会发生一个重要的变化:\n用户拿到的全是 LT(杠杆部分),→ 拥有放大后的收益(当然风险也更大)。\nLP 池子里留的是 FT(资金部分),→ 收取资金费,承担较小的风险。\n\n也就是说,系统通过交换,让价格波动的部份从 LP 转移到了愿意去博杠杆收益用户手上。LP 则获得稳定收益收资金费,整个系统达成了风险与收益的平衡。两者自动配对,风险和收益在系统内部重新分配,整个过程不需要借贷或清算,就完成了杠杆的生成。\n\n所以,没有借钱,也没有额外保证金,但获得了杠杆收益,而且不会被清算。\n\n虽然没有爆仓,但还是有下跌风险,波动风险:SOL 下跌 10%,3xSOL 可能会跌 30%。可以把它理解成一个内置了保证金和借贷逻辑的代币,你买的就是已经配好杠杆的版本,你只出一份钱,但系统在内部自动帮你放大敞口。\n\n实操举例:\n首先进入 Mooncake 网站:\nhttps://t.co/PI5hQ61ZAf\n\n比如我购买了10usdc的3xsol,就只需要输入我要买的金额,点击一下钱包确认就购买好了,非常方便快捷。\n交易路径是 10usdc 变为 0.049sol,0.049sol购入0.0495的3xsol。\n\n这时候如果sol涨了10%,因为杠杆放大了3x,那么我赚的代币理论上会涨大约:\n\n10% × 3 = 30%\n我的 10 USDC 目前价值 ≈ 13 USDC,赚 3 USDC\n\n但是因为Mooncake 的杠杆代币会自动再平衡,所以实际涨幅可能 略高于 30%,因为它会复利放大趋势行情。所以最终收益可能在 +30%~+33% 之间。\n\n如果sol跌了10%,-10% × 3 = -30%\n所以我的 10 USDC 变成大约 7 USDC,亏 3 USDC。\n\n但 Mooncake 有自动降杠杆机制,不会被爆仓,所以不会归零。如果市场一直震荡或反弹,它还能活着继续参与后续行情,这个机制叫自动再平衡机制,动态维持目标杠杆率,完全无清算,非常适合想加杠杆的人但是又怕爆仓的人,他们的内测版本甚至扛住了1011的暴力插针。\n\n其实这种玩法在传统金融里,这类结构化产品很常见。比如有那种3倍纳斯达克ETF,每天追踪指数涨跌的三倍,全球市值上千亿美元。\n\n币圈其实也尝试过,比如中心化交易所推出的杠杆代币、或者一些 DeFi 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到底怎么玩?\n机制其实很简单:\n进入:https://t.co/rVNJsftYbT\n\n找到右上角显示正在进行中的活动, 挑选自己喜欢的池子进行质押。\n\n比如最新一期的 SYND 活动,就可以选择质押 SYND、USDT、或者 MNT。\n\n如果是像我一样比较求稳的话,推荐稳定币池 USDT 和 平台币 MNT , 其中我认为 MNT 是可以像 BNB和 OKB 一样长期持有的,是已经非常成熟的资产选择之一。\n\n如果追求高收益,又能承担风险,或者会套保的话,可以选择新币质押。\n\n为什么我觉得 MNT 还被低估?\n数据摆在那:\nBNB 市值接近 1000 亿,而 MNT 连它的 1/10 都不到。可 Bybit 的交易量、市占率、机构活跃度,早就不输 Binance 的早期阶段了。\n\n再看趋势:现在能同时做到合规 + 高收益的交易所已经不多,Bybit 反而在稳步扩张。\n\n而且平台币的价值已经不是打折券这种逻辑,而是跟平台生态一起成长的红利凭证。每一期 Launchpool 都在强化 MNT 的实用性和地位。\n\n所以我觉得,现在的 MNT 其实还处在 BNB 2018 那种阶段——市值小、故事刚起、生态正在成形。\n其实很多聪明的钱已经注意到了。他们看的不是短期 APR,而是 Bybit 正在靠 Launchpool 和 MNT 一起,重塑整个 CeFi 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在做情绪和资金的地图。谁有影响力,市场在聊什么,它给出一个更直观的面板。配上 Arbitrum 的真实成交,可以校验这些信号是不是有用。\n\nMindoAI @MindoAI 用 AI 给项目做ROI 打分。你可以把它当成新一代预言机。如果它的分数和链上回报能对上,就会被交易者当工具用。\n\n4️⃣其他类型 ⬇️⬇️⬇️⬇️\n\nAntix @antix_in 做数字分身和社交资产,更像 SocialFi 里的身份和分发层。要看它能不能带来真实的留存,而不是一波活动就冷掉。\n\nTEN Protocol @tenprotocol 做隐私型 L2。给以太坊应用加可选隐私。机构、社交、AI 都需要这个。等到更多 Arbitrum 应用把账户抽象和自动化搞起来,隐私会和可用性一起上台阶。\n\n很明显现在 arbitrum 已经把那些半死不活的layer2 拉开了很大的距离,因为 arbitrum 已经从靠空投吸引tvl的阶段到有了能自己造血的商圈。步入交易深、用户真、开发者愿意留下,底层能力还在稳步上新的新台阶。\n\n相比之下,不少半死不活的 L2 还靠空投预期堆 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Windows还是Mac?\nMac。\n6. 哪种体液最被高估?\nspit (哈哈哈哈哈)\n7. 要给你多少钱,你才会放弃你的第一个孩子?\nno~~~拒绝放弃\n8.有史以来最好的运动员是谁?\nSachin Tendulkar,印度著名板球运动员。\n9. 你一生中骨折过多少次?\n目前一次,但总共可能7-8次。\n10. 人们应该知道关于SentientAGI 的什么内容??\nSentientAGI是找到最酷的代理,builders进行构建设的地方。\n——————————————————\n\n除此之外 @SentientAGI 宣布启动一个名为 MindGames Arena 的研究与竞赛项目,将在 NeurIPS 2025,全球顶级 AI 学术会议上举办。\n\n网站:https://t.co/uRhJ5nAX3g\n\n合作方阵容非常强:Princeton、MIT CSAIL、Meta、UT Austin、NYU、Radboud University等\n\n这个项目的目的是:\n让 AI 智能体在能说、会骗、懂合作、敢背叛的社会环境中学习成长。他们想要看 ai 能不能像人类一样在复杂环境中做出长期规划、结盟、谈判、甚至欺骗。\n\nMindGames 是一个统一的 AI 智能体竞技场,它为不同类型的社交推理场景提供标准化环境,专门测试多智能体的战略博弈能力。\n\nSentient 选择这条路,说明他们在探索一种新的方向\nAI 不只是单机模型,而是一个个能自主学习、能彼此沟通的个体。这正是构建 开放式 AGI 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就放弃了\n额……","in_reply_to_user_id_str":"1056818658","in_reply_to_status_id_str":"1979944483333791953","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[23,28],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1654408775837646850","name":"哔哔赖赖🔶钻到归零","screen_name":"AnMakeszou","indices":[0,11]},{"id_str":"1894023907386216448","name":"River4FUN 🐝","screen_name":"River4fun","indices":[12,22]}]},"favorited":false,"in_reply_to_screen_name":"AnMakeszou","lang":"zh","retweeted":false,"fact_check":null,"id":"1979967837499449722","view_count":41,"bookmark_count":0,"created_at":1760896093000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1979922101248176132","full_text":"@AnMakeszou @River4fun 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20w也很香辣\n感恩的心","in_reply_to_user_id_str":"1393107434059616257","in_reply_to_status_id_str":"1979937278525853765","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,25],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1163059050","name":"阿毛 $M | 🐜","screen_name":"BarlowLi","indices":[0,9]},{"id_str":"1894023907386216448","name":"River4FUN 🐝","screen_name":"River4fun","indices":[10,20]}]},"favorited":false,"in_reply_to_screen_name":"BarlowLi","lang":"zh","retweeted":false,"fact_check":null,"id":"1979922632590954917","view_count":114,"bookmark_count":0,"created_at":1760885315000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1979922101248176132","full_text":"@BarlowLi @River4fun 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哈哈哈哈哈哈哈好玩","in_reply_to_user_id_str":"1422176834372833280","in_reply_to_status_id_str":"1981878801459225066","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,16],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1851526809915179008","name":"元界🔸BNB","screen_name":"0xbebn","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"0xbebn","lang":"zh","retweeted":false,"fact_check":null,"id":"1981882411869970789","view_count":3771,"bookmark_count":0,"created_at":1761352563000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1981730184043831381","full_text":"@0xbebn 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@mooncake_fi 是在 Solana 上的一个杠杆代币平台。\n\n厉害之处在于持有一个代币就能获得杠杆效果,不用去借贷、开仓、盯盘,且全链上运行、自动加杠杆、没有清算风险。\n\n它由 RateX 孵化,RateX @RateX_Dex 是 Solana 上最早玩利率拆分的团队,他们把借贷利息这类资产拆成可以单独交易的代币,让利率也能被自由买卖。mooncake是ratex的一个产品线,他未来的营收都是归Ratex和它的代币。\n\nMooncake的杠杆代币创新玩法非常有意思,感觉大脑又学到了很多新知识,特意写一篇非常详细的解说给大家介绍一下,一起长长脑子。\nMooncake的玩法跟传统永续合约有什么区别?\n在这里我做了个对比,方便大家很直观的可以了解。\n\n1️⃣传统杠杆,比如在永续合约上\n假设你有 100 美元,想开 3 倍杠杆做多 SOL。\n那你得:\n拿这 100 美元当保证金;\n借 200 美元然后用 300 美元去买 SOL;\n一旦价格下跌 33%,保证金就没了 → 被爆仓。\n 传统杠杆 = 自己出保证金 + 借钱 + 有清算风险。\n\n2️⃣Mooncake 的做法,无保证金,无清算。\nMooncake 你直接买一个代币就行,比如 3xSOL。它在背后自动拆分、配平,不需要出额外保证金。买入后持有就行,不需要盯着仓位防止爆仓。\n\n比如买入 1 个 SOL,系统自动把这 1 个 SOL 拆成两部分:\n0.5 SOL → 放进 Funding Position稳定仓\n0.5 SOL → 放进 Leveraged Position杠杆仓\n这两个仓在系统内部自动平衡,相当于用了杠杆。\n\nSOL在分拆成Leveraged Token和Funding Token之后。Mooncake 为了保持市场的流动性。为了让用户可以买到 LT,比如 3xSOL,系统会让 Funding Token(FT) 去和 流动性池LP 中的 Leveraged Token(LT) 进行交换。\n\n这一步的本质是:把Leveraged Token 从 LP 池子里买出来给用户,同时把 Funding Token 给到 LP 池,作为稳定仓位的补偿。\n\n这样一来会发生一个重要的变化:\n用户拿到的全是 LT(杠杆部分),→ 拥有放大后的收益(当然风险也更大)。\nLP 池子里留的是 FT(资金部分),→ 收取资金费,承担较小的风险。\n\n也就是说,系统通过交换,让价格波动的部份从 LP 转移到了愿意去博杠杆收益用户手上。LP 则获得稳定收益收资金费,整个系统达成了风险与收益的平衡。两者自动配对,风险和收益在系统内部重新分配,整个过程不需要借贷或清算,就完成了杠杆的生成。\n\n所以,没有借钱,也没有额外保证金,但获得了杠杆收益,而且不会被清算。\n\n虽然没有爆仓,但还是有下跌风险,波动风险:SOL 下跌 10%,3xSOL 可能会跌 30%。可以把它理解成一个内置了保证金和借贷逻辑的代币,你买的就是已经配好杠杆的版本,你只出一份钱,但系统在内部自动帮你放大敞口。\n\n实操举例:\n首先进入 Mooncake 网站:\nhttps://t.co/PI5hQ61ZAf\n\n比如我购买了10usdc的3xsol,就只需要输入我要买的金额,点击一下钱包确认就购买好了,非常方便快捷。\n交易路径是 10usdc 变为 0.049sol,0.049sol购入0.0495的3xsol。\n\n这时候如果sol涨了10%,因为杠杆放大了3x,那么我赚的代币理论上会涨大约:\n\n10% × 3 = 30%\n我的 10 USDC 目前价值 ≈ 13 USDC,赚 3 USDC\n\n但是因为Mooncake 的杠杆代币会自动再平衡,所以实际涨幅可能 略高于 30%,因为它会复利放大趋势行情。所以最终收益可能在 +30%~+33% 之间。\n\n如果sol跌了10%,-10% × 3 = -30%\n所以我的 10 USDC 变成大约 7 USDC,亏 3 USDC。\n\n但 Mooncake 有自动降杠杆机制,不会被爆仓,所以不会归零。如果市场一直震荡或反弹,它还能活着继续参与后续行情,这个机制叫自动再平衡机制,动态维持目标杠杆率,完全无清算,非常适合想加杠杆的人但是又怕爆仓的人,他们的内测版本甚至扛住了1011的暴力插针。\n\n其实这种玩法在传统金融里,这类结构化产品很常见。比如有那种3倍纳斯达克ETF,每天追踪指数涨跌的三倍,全球市值上千亿美元。\n\n币圈其实也尝试过,比如中心化交易所推出的杠杆代币、或者一些 DeFi 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到底怎么玩?\n机制其实很简单:\n进入:https://t.co/rVNJsftYbT\n\n找到右上角显示正在进行中的活动, 挑选自己喜欢的池子进行质押。\n\n比如最新一期的 SYND 活动,就可以选择质押 SYND、USDT、或者 MNT。\n\n如果是像我一样比较求稳的话,推荐稳定币池 USDT 和 平台币 MNT , 其中我认为 MNT 是可以像 BNB和 OKB 一样长期持有的,是已经非常成熟的资产选择之一。\n\n如果追求高收益,又能承担风险,或者会套保的话,可以选择新币质押。\n\n为什么我觉得 MNT 还被低估?\n数据摆在那:\nBNB 市值接近 1000 亿,而 MNT 连它的 1/10 都不到。可 Bybit 的交易量、市占率、机构活跃度,早就不输 Binance 的早期阶段了。\n\n再看趋势:现在能同时做到合规 + 高收益的交易所已经不多,Bybit 反而在稳步扩张。\n\n而且平台币的价值已经不是打折券这种逻辑,而是跟平台生态一起成长的红利凭证。每一期 Launchpool 都在强化 MNT 的实用性和地位。\n\n所以我觉得,现在的 MNT 其实还处在 BNB 2018 那种阶段——市值小、故事刚起、生态正在成形。\n其实很多聪明的钱已经注意到了。他们看的不是短期 APR,而是 Bybit 正在靠 Launchpool 和 MNT 一起,重塑整个 CeFi 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在做情绪和资金的地图。谁有影响力,市场在聊什么,它给出一个更直观的面板。配上 Arbitrum 的真实成交,可以校验这些信号是不是有用。\n\nMindoAI @MindoAI 用 AI 给项目做ROI 打分。你可以把它当成新一代预言机。如果它的分数和链上回报能对上,就会被交易者当工具用。\n\n4️⃣其他类型 ⬇️⬇️⬇️⬇️\n\nAntix @antix_in 做数字分身和社交资产,更像 SocialFi 里的身份和分发层。要看它能不能带来真实的留存,而不是一波活动就冷掉。\n\nTEN Protocol @tenprotocol 做隐私型 L2。给以太坊应用加可选隐私。机构、社交、AI 都需要这个。等到更多 Arbitrum 应用把账户抽象和自动化搞起来,隐私会和可用性一起上台阶。\n\n很明显现在 arbitrum 已经把那些半死不活的layer2 拉开了很大的距离,因为 arbitrum 已经从靠空投吸引tvl的阶段到有了能自己造血的商圈。步入交易深、用户真、开发者愿意留下,底层能力还在稳步上新的新台阶。\n\n相比之下,不少半死不活的 L2 还靠空投预期堆 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Windows还是Mac?\nMac。\n6. 哪种体液最被高估?\nspit (哈哈哈哈哈)\n7. 要给你多少钱,你才会放弃你的第一个孩子?\nno~~~拒绝放弃\n8.有史以来最好的运动员是谁?\nSachin Tendulkar,印度著名板球运动员。\n9. 你一生中骨折过多少次?\n目前一次,但总共可能7-8次。\n10. 人们应该知道关于SentientAGI 的什么内容??\nSentientAGI是找到最酷的代理,builders进行构建设的地方。\n——————————————————\n\n除此之外 @SentientAGI 宣布启动一个名为 MindGames Arena 的研究与竞赛项目,将在 NeurIPS 2025,全球顶级 AI 学术会议上举办。\n\n网站:https://t.co/uRhJ5nAX3g\n\n合作方阵容非常强:Princeton、MIT CSAIL、Meta、UT Austin、NYU、Radboud University等\n\n这个项目的目的是:\n让 AI 智能体在能说、会骗、懂合作、敢背叛的社会环境中学习成长。他们想要看 ai 能不能像人类一样在复杂环境中做出长期规划、结盟、谈判、甚至欺骗。\n\nMindGames 是一个统一的 AI 智能体竞技场,它为不同类型的社交推理场景提供标准化环境,专门测试多智能体的战略博弈能力。\n\nSentient 选择这条路,说明他们在探索一种新的方向\nAI 不只是单机模型,而是一个个能自主学习、能彼此沟通的个体。这正是构建 开放式 AGI 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就放弃了\n额……","in_reply_to_user_id_str":"1056818658","in_reply_to_status_id_str":"1979944483333791953","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[23,28],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1654408775837646850","name":"哔哔赖赖🔶钻到归零","screen_name":"AnMakeszou","indices":[0,11]},{"id_str":"1894023907386216448","name":"River4FUN 🐝","screen_name":"River4fun","indices":[12,22]}]},"favorited":false,"in_reply_to_screen_name":"AnMakeszou","lang":"zh","retweeted":false,"fact_check":null,"id":"1979967837499449722","view_count":41,"bookmark_count":0,"created_at":1760896093000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1979922101248176132","full_text":"@AnMakeszou @River4fun 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20w也很香辣\n感恩的心","in_reply_to_user_id_str":"1393107434059616257","in_reply_to_status_id_str":"1979937278525853765","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,25],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1163059050","name":"阿毛 $M | 🐜","screen_name":"BarlowLi","indices":[0,9]},{"id_str":"1894023907386216448","name":"River4FUN 🐝","screen_name":"River4fun","indices":[10,20]}]},"favorited":false,"in_reply_to_screen_name":"BarlowLi","lang":"zh","retweeted":false,"fact_check":null,"id":"1979922632590954917","view_count":114,"bookmark_count":0,"created_at":1760885315000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1979922101248176132","full_text":"@BarlowLi @River4fun 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哈哈哈哈哈哈哈好玩","in_reply_to_user_id_str":"1422176834372833280","in_reply_to_status_id_str":"1981878801459225066","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,16],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1851526809915179008","name":"元界🔸BNB","screen_name":"0xbebn","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"0xbebn","lang":"zh","retweeted":false,"fact_check":null,"id":"1981882411869970789","view_count":3771,"bookmark_count":0,"created_at":1761352563000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1533037218444476416","conversation_id_str":"1981730184043831381","full_text":"@0xbebn 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@mooncake_fi 是在 Solana 上的一个杠杆代币平台。\n\n厉害之处在于持有一个代币就能获得杠杆效果,不用去借贷、开仓、盯盘,且全链上运行、自动加杠杆、没有清算风险。\n\n它由 RateX 孵化,RateX @RateX_Dex 是 Solana 上最早玩利率拆分的团队,他们把借贷利息这类资产拆成可以单独交易的代币,让利率也能被自由买卖。mooncake是ratex的一个产品线,他未来的营收都是归Ratex和它的代币。\n\nMooncake的杠杆代币创新玩法非常有意思,感觉大脑又学到了很多新知识,特意写一篇非常详细的解说给大家介绍一下,一起长长脑子。\nMooncake的玩法跟传统永续合约有什么区别?\n在这里我做了个对比,方便大家很直观的可以了解。\n\n1️⃣传统杠杆,比如在永续合约上\n假设你有 100 美元,想开 3 倍杠杆做多 SOL。\n那你得:\n拿这 100 美元当保证金;\n借 200 美元然后用 300 美元去买 SOL;\n一旦价格下跌 33%,保证金就没了 → 被爆仓。\n 传统杠杆 = 自己出保证金 + 借钱 + 有清算风险。\n\n2️⃣Mooncake 的做法,无保证金,无清算。\nMooncake 你直接买一个代币就行,比如 3xSOL。它在背后自动拆分、配平,不需要出额外保证金。买入后持有就行,不需要盯着仓位防止爆仓。\n\n比如买入 1 个 SOL,系统自动把这 1 个 SOL 拆成两部分:\n0.5 SOL → 放进 Funding Position稳定仓\n0.5 SOL → 放进 Leveraged Position杠杆仓\n这两个仓在系统内部自动平衡,相当于用了杠杆。\n\nSOL在分拆成Leveraged Token和Funding Token之后。Mooncake 为了保持市场的流动性。为了让用户可以买到 LT,比如 3xSOL,系统会让 Funding Token(FT) 去和 流动性池LP 中的 Leveraged Token(LT) 进行交换。\n\n这一步的本质是:把Leveraged Token 从 LP 池子里买出来给用户,同时把 Funding Token 给到 LP 池,作为稳定仓位的补偿。\n\n这样一来会发生一个重要的变化:\n用户拿到的全是 LT(杠杆部分),→ 拥有放大后的收益(当然风险也更大)。\nLP 池子里留的是 FT(资金部分),→ 收取资金费,承担较小的风险。\n\n也就是说,系统通过交换,让价格波动的部份从 LP 转移到了愿意去博杠杆收益用户手上。LP 则获得稳定收益收资金费,整个系统达成了风险与收益的平衡。两者自动配对,风险和收益在系统内部重新分配,整个过程不需要借贷或清算,就完成了杠杆的生成。\n\n所以,没有借钱,也没有额外保证金,但获得了杠杆收益,而且不会被清算。\n\n虽然没有爆仓,但还是有下跌风险,波动风险:SOL 下跌 10%,3xSOL 可能会跌 30%。可以把它理解成一个内置了保证金和借贷逻辑的代币,你买的就是已经配好杠杆的版本,你只出一份钱,但系统在内部自动帮你放大敞口。\n\n实操举例:\n首先进入 Mooncake 网站:\nhttps://t.co/PI5hQ61ZAf\n\n比如我购买了10usdc的3xsol,就只需要输入我要买的金额,点击一下钱包确认就购买好了,非常方便快捷。\n交易路径是 10usdc 变为 0.049sol,0.049sol购入0.0495的3xsol。\n\n这时候如果sol涨了10%,因为杠杆放大了3x,那么我赚的代币理论上会涨大约:\n\n10% × 3 = 30%\n我的 10 USDC 目前价值 ≈ 13 USDC,赚 3 USDC\n\n但是因为Mooncake 的杠杆代币会自动再平衡,所以实际涨幅可能 略高于 30%,因为它会复利放大趋势行情。所以最终收益可能在 +30%~+33% 之间。\n\n如果sol跌了10%,-10% × 3 = -30%\n所以我的 10 USDC 变成大约 7 USDC,亏 3 USDC。\n\n但 Mooncake 有自动降杠杆机制,不会被爆仓,所以不会归零。如果市场一直震荡或反弹,它还能活着继续参与后续行情,这个机制叫自动再平衡机制,动态维持目标杠杆率,完全无清算,非常适合想加杠杆的人但是又怕爆仓的人,他们的内测版本甚至扛住了1011的暴力插针。\n\n其实这种玩法在传统金融里,这类结构化产品很常见。比如有那种3倍纳斯达克ETF,每天追踪指数涨跌的三倍,全球市值上千亿美元。\n\n币圈其实也尝试过,比如中心化交易所推出的杠杆代币、或者一些 DeFi 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到底怎么玩?\n机制其实很简单:\n进入:https://t.co/rVNJsftYbT\n\n找到右上角显示正在进行中的活动, 挑选自己喜欢的池子进行质押。\n\n比如最新一期的 SYND 活动,就可以选择质押 SYND、USDT、或者 MNT。\n\n如果是像我一样比较求稳的话,推荐稳定币池 USDT 和 平台币 MNT , 其中我认为 MNT 是可以像 BNB和 OKB 一样长期持有的,是已经非常成熟的资产选择之一。\n\n如果追求高收益,又能承担风险,或者会套保的话,可以选择新币质押。\n\n为什么我觉得 MNT 还被低估?\n数据摆在那:\nBNB 市值接近 1000 亿,而 MNT 连它的 1/10 都不到。可 Bybit 的交易量、市占率、机构活跃度,早就不输 Binance 的早期阶段了。\n\n再看趋势:现在能同时做到合规 + 高收益的交易所已经不多,Bybit 反而在稳步扩张。\n\n而且平台币的价值已经不是打折券这种逻辑,而是跟平台生态一起成长的红利凭证。每一期 Launchpool 都在强化 MNT 的实用性和地位。\n\n所以我觉得,现在的 MNT 其实还处在 BNB 2018 那种阶段——市值小、故事刚起、生态正在成形。\n其实很多聪明的钱已经注意到了。他们看的不是短期 APR,而是 Bybit 正在靠 Launchpool 和 MNT 一起,重塑整个 CeFi 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