律动BlockBeats

在大多数人眼中去中心化社交这个赛道似乎已经被证伪，几年前数千万融资的项目没有任何进展，连龙头 Farcaster 都说转型钱包，推特创始人 Jack Dorsey 最爱的 Nostr 再也看不到用户，大家越来越集中到 X、Threads 这些平台。

这个背景下，Mask Network 宣布接管 Lens Protocol 就显得异常罕见。

Lens 是 DeFi 顶流 Aave 创始人 Stani 的另一个产物，官方表示有 11 万活跃用户。接管方 Mask Network 在社交领域版图庞大，曾经收购了去中心化社交 Mastodon 规模第二大的服务器，也做了去中心化社交领域最大的第三方客户端 Firefly。

就这场「收购」，律动 BlockBeats 和 Mask 创始人 Suji Yan 聊了聊他对 Lens 的选择和社交产品未来的看法。

问：可以透露下这场收购的具体细节吗，因为 Lens protocol 之前也有过融资。

Suji Yan：准确讲不算收购，只不过说收购比较好理解，但这里面比较复杂。我们当时双方商量了很久这个词，最后选的「steward」，更像是引领的意思。

问：所以 Stani（Lens 创始人）还会在团队中吗？

Suji Yan：他会更专注于 Aave 的 DeFi 业务，在 Lens 里会是顾问的角色。

问：不少人最大的疑问是为什么要接管 Lens，因为在大多数人的概念里，Lens 这个项目几乎已经没了，甚至所谓去中心化社交都快没了，Farcaster 也要转型，Vitalik 似乎也用的少了。

Suji Yan：如果从失败的角度看，我个人认为 Web3 的叙事就是失败的。以 Facebook 为例，大家都知道他们搞 AI 花了很多钱，但当时他们 Web3 花钱的速度完全不亚于现在的 AI，做稳定币 Libra、NFT、DID、钱包，这些其实 Facebook 当年全做完了，最后全砍掉了，什么产品都没留下。

Lens 主要对比的是 Farcaster，我们用各种算法都研究过，这两个都是百万以上的用户，Lens 的数据更好一些，但在我看来都很差，这里的很差不仅是 Lens，包括很多大钱包的产品数据都很差。

我比较坚持社交产品是弱金融但强社交属性的，不是完全没有金融，但要弱，这才是 Crypto 走向未来的希望。Mask 也是 Lens 的投资人，我和 Stani 也很熟悉，知道他是一个什么样的人。Lens 也没有和任何大平台有些秘密的 deal，所以我选择了 Lens。

这个赛道是融过很多钱的，也赚过钱，Friend Tech 当时光手续费就有两三千万美元的收入，但他们最后居然要 100 万美元卖给别人。Farcaster 也卖过老股。我觉得这些钱没有放在合适的人手上。

问：Lens 后面要具体怎么做？

Suji Yan：现在还在做的社交产品已经没有几个了，一只手数的过来，这里面轻金融的更少。比如 Base 在做 Creator Coin，这是完全错误的。很早之前那些 Rally、Whale，那些推文转成 NFT 炒作，都是失败的。所以这些产品已经告诉我们一定不要走哪些路，帮我们筛出来了可能正确的路，我们也不确定哪些对，但现在知道的是哪些不对。

产品上，首先我们很开放。我举个推特的例子，推特之前就 140 个字，后来变成 280 个，因为要支持日语。为什么支持日语，因为除了美国之外，推特最大用户地区是日本。我们也会是一样，开放去做，比如支持多链，多语言，支持预测市场。

其次是不能离开 Web2 的数据根，我们都不是原生 Web3 一代的，现在 10 后是，再之前的人的大部分数据都是在 Web2 上的，甚至都没在网上，他们的数据都在电话、广播、微博、人人、推特、Whatsapp 上。所以你让这些人直接去 Web3 是不可能的，所以我们会做 Web2 的数据映射。这其实已经交接了一段时间，不一定直接要授权，更多是理解和整合。

最后我觉得我们是能做好产品的团队，不会像那些融过大钱但产品还是不行的公司一样。

问：推特最近在平台上的一系列改革，你怎么看，看起来并不是轻金融的方向。

Suji Yan：我不认识 Nikita Bier，对于推特的更新，我目前的理解是他的战术很成功，但战略是失败的。智能标签这些很厉害，但是战略的问题是，比如你钱包用谁的，推特申请了 50 多个州的 money transmitter license，如何解决？我个人不是很理解他在方向上的思考。

问：近期 Lens 有没有发币预期？

Suji Yan：没有明确的发币预期。我也不太希望用户为了刷而互动，不鼓励撸毛行为，我们鼓励真实的社交。

BlockBeats 消息，1 月 21 日，据 OnchainLens 监测，0xC45 开头地址巨鲸从 Binance 提现 8,000 枚 ETH，价值约 2,372 万美元，并将其存入 Aave V3。

目前，该鲸鱼在两个钱包中共持有 21,220 枚 ETH，总价值约 6,287 万美元。

BlockBeats news, on January 21, Ethereum co-founder Vitalik Buterin recently proposed a 'native DVT (Distributed Validator Technology)' plan on the Ethereum Research forum, suggesting that DVT be directly integrated into the Ethereum staking protocol layer to enhance network security while promoting decentralization at the validator level.

According to the proposal, validators can register multiple independent keys and operate together in the form of 'group validators'; only when the number of key signatures reaches the set threshold will the block proposal or witness be considered valid. This mechanism can significantly reduce the risk of single points of failure or validators going offline due to node compromises, while still maintaining existing slashing protections under reasonable threshold settings.

BlockBeats news, on January 21, the Solana ecosystem perpetual contract trading platform Pacifica, after entering a phase of rapid growth, has seen its trading volume continue to rise from a low of about 200 million US dollars in September, with a total trading volume exceeding 100 billion US dollars within five months, and an average monthly trading volume of about 20 billion US dollars. In the last 24 hours, its open contract volume has remained around 78.8 million US dollars.

In addition, Pacifica completed a 21-day fee reduction activity yesterday. Users can still obtain up to a 23% points bonus through continuous trading to reduce the cost of points acquisition. If combined with the 5% bonus from invitation links, the cost per point can be reduced by about 21.8%, to around 0.301 US dollars.

BlockBeats news, on January 21, according to OnchainLens monitoring, in the past 3 hours, a giant whale address spent 26.85 WBTC (about 2.39 million USD) to buy 490.4 gold tokens XAUT at a unit price of 4,877 USD.

Address: 0x0a8d1805c1c415ae6d11eaa29728ec8d3289ef0e

Original Title: Capital Concentration in an Expanding Crypto Universe

Original Author: Tanay Ved, coinmetrics

Original Compilation: Luffy, Foresight News

TL;DR

The landscape of crypto investment continues to expand, but the range of assets chosen by capital is becoming increasingly narrow: Bitcoin's market dominance is on a sustained upward trend, while the growth of stablecoins and on-chain derivatives is continuously squeezing the market space of altcoins. The altcoin market is shrinking, and the head concentration effect has significantly strengthened: currently, the top ten altcoins account for about 82% of the total market capitalization of the sector, a significant increase from 70% five years ago. Since 2023, the performance of large-cap cryptocurrencies has significantly outperformed mid-cap and small-cap coins; the flow of funds after market fluctuations has further reinforced investors' preference for highly liquid, mature leading assets.

BlockBeats message, on January 21, according to AI monitoring, a 2016 ETH OG whale deposited 14,183 ETH to Coinbase 40 minutes ago, worth 41.93 million USD—this is his first deposit of over one million dollars in ETH in three years. The last suspected ETH accumulation from this address was already in 2022.02-11, with an average withdrawal price as low as 1236.65 USD, while tracing back his ETH transactions can go as far back as 2016.

BlockBeats news, on January 21, according to monitoring by HyperInsight, the '20 million band hunter' address (0x880a…) executed a stop-loss operation on its PAXG (on-chain gold) short position, reducing its holdings by 78.14 PAXG short contracts, valued at approximately 373,000 US dollars.

After this reduction, the total value of its PAXG short position is approximately 1.494 million US dollars. The current floating loss of this position is about 151,000 US dollars, with a loss rate of 50.66%. The average entry price is 4,399.04 US dollars, and the liquidation price is 61,360.732 US dollars.

This address is known for its high-frequency, multi-currency trading style, with an average holding time of about 20 hours. Since October of last year, with approximately 20 million US dollars in principal, it has cumulatively achieved a profit of nearly 100 million US dollars.

BlockBeats news, on January 21, according to HyperInsight monitoring, a certain whale closed a long position of 84.37 BTC opened today at 17:29, ultimately losing 45,000 USD, and currently there are no positions held at the address, remaining on the sidelines.

This address has had frequent fund inflows and outflows recently, with the largest single deposit reaching 10 million USDC, indicating characteristics of a large holder.

BlockBeats news, on January 21, according to monitoring by Hyperinsight, today at 17:23, a whale starting with 0xa503 has established a new long position of 30 BTC at approximately 89,300 USD, corresponding to a value of about 2.68 million USD.

This address currently holds a BTC long position with 40x leverage, with a position size of 30 coins, approximately 2.68 million USD, and an unrealized profit of about 1707 USD, with a liquidation price of approximately 86,000 USD.

BlockBeats news, on January 21, according to Hyperinsight monitoring, at 16:37 today, a whale starting with 0x8d0 closed its position with a stop loss of 81.29 BTC, corresponding to a value of approximately 7.24 million USD.

The address currently still holds a long position of 0.503 BTC, with a leverage of 20 times, and a position value of approximately 45,000 USD, with an unrealized loss of about 153.8 USD based on the current market price, at an average price of 89,000 USD.

BlockBeats news, on January 21, according to EmberCN monitoring, '7 Siblings' deposited 596,800 ETH (worth about $1.765 billion) through 8 addresses on the lending protocol Spark, making them the largest depositors on Spark. They then borrowed 193 million stablecoins (including DAI, USDT, USDS) from Spark.

During the drop in October-November last year, these borrowed stablecoins bought 49,287 ETH at an average price of $3,531, and they have now incurred a floating loss of $27.7 million. The 2nd to 7th and 10th to 11th largest addresses on Spark all belong to '7 Siblings'.

BlockBeats news, on January 21, QCP pointed out in its latest daily market analysis that global market risk appetite has clearly cooled over the past week, with shocks in the Japanese bond market compounded by geopolitical tensions, prompting funds to shift towards defensive positions. U.S. stocks once fell by over 2%, with the global bond market under pressure simultaneously.

The report states that Japan has become the core of current market anxiety. After a long period of ultra-low interest rates, the yield on Japan's 10-year government bonds has risen to about 2.29%, the highest since 1999, exposing serious fiscal vulnerabilities. Japan's government debt has exceeded 240% of GDP, with total debt amounting to approximately 1,342 trillion yen, and it is expected that debt interest payments will account for about a quarter of fiscal expenditures by 2026. The rising yields are triggering widespread concerns in the market about the sustainability of Japan's public finances, with spillover effects occurring in the global bond market.

BlockBeats news, on January 21, according to Bitget market data, the pre-market cryptocurrency concept stocks in the US showed mixed results, including:

· MSTR up 0.26%;

· COIN up 0.25%;

· HOOD up 0.30%;

· SBET up 0.00%;

· BMNR down 0.50%;

· CRCL up 1.11%.

Original title: (Why do the meme coins you buy only fall? — Deconstructing the growth spiral and volume of Meme with first principles)

Original author: danny, crypto analyst

In the eyes of most people, Meme coins are irrational revelry, a casino for fools. But from a mathematical perspective, the birth of every ten-thousandfold myth is not accidental; it is actually a middle school spatial geometry evolution application problem.

This article presents a disruptive perspective: the market value of Meme coins is not 'gained' but 'sustained'. The value of Memes can be calculated!

According to BlockBeats news on January 21, based on Coinglass data, the cumulative net outflow of CEX over the past 24 hours was 38,600 ETH, with the top three CEXs for outflows as follows:

· Binance, net outflow of 33,900 ETH;

· Coinbase Pro, net outflow of 9714.83 ETH;

· OKX, net outflow of 7469.71 ETH.

In addition, Kraken saw an inflow of 10,600 ETH, ranking first in inflows.

BlockBeats message, on January 21, Binance will launch Ripple USD (RLUSD) and introduce a zero-fee trading event for RLUSD.

BlockBeats news, on January 21, according to Hyperinsight monitoring, the 'largest on-chain gold bull' trader closed their long position on xyz:ORCL (pegged to the US stock price of Oracle) 11 hours ago, incurring a loss of $199,000.

Currently, this address is still long on gold token PAX Gold (PAXG) with 5x leverage, and also taking high leverage long positions on a basket of on-chain US stock tokens, including Apple, Intel, Micron Technology, AMD, and Palantir.

BlockBeats reports that on January 21, according to GMGN market data, the new Meme coin 'memes' in the BSC ecosystem saw a short-term market value drop to $4 million, now rebounding to $7.6 million, with a 24-hour trading volume rising to $47.4 million. Previously, the market value had briefly surged past $27.8 million.

According to reports, the term 'memes' originates from a tweet released by the White House earlier today stating 'The winning will continue. The deportations will continue. The memes will continue.' Following the retweet of this tweet by Binance CEO He Yi, there has been a significant increase. Currently, He Yi has deleted the retweet, which may be the direct cause of the sharp decline of this meme coin.

BlockBeats news, on January 21, Ethereum co-founder Vitalik Buterin stated that he plans to fully return to decentralized social networks in 2026 and calls for the industry to rethink the meaning of 'social' itself. He pointed out that if we want a better society, we must have better mass communication tools, rather than centralized platforms focused on short-term interaction rates and speculation.

Vitalik believes that truly valuable social tools should help users discover high-quality information, rational viewpoints, and consensus, rather than maximizing short-term engagement. He emphasizes that there is no 'simple trick' to achieve this goal, but an important starting point is more competition, and decentralization is the key path to achieving that competition—by sharing a data layer, allowing anyone to build their own client.