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LC药师先生_万币侯财链

2012开始挖BTC,2017正式入圈;长期主义、风控优先。现居德州休斯敦,从业Web3/加密领域,同时是 YouTuber。交易覆盖现货与合约(Perps):更重仓位管理与风险边界、降低杠杆冲动、严格止损与复盘。风格理性但不端着,偶尔用幽默给市场降温。Perps trader|YouTuber
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The Second Half of the Public Chain War: Why is EVM Compatibility the Biggest 'Asymmetric Advantage' of Plasma ($XPL)?After researching for so long @Plasma I found that the market is often easily swayed by 'novel' technological narratives. Many people are praising the Move language (Sui/Aptos) or new virtual machine architectures, believing that they are the future. But if we return to the essence of business and development, we will discover an overlooked truth: in the field of software engineering, compatibility often triumphs over superiority. We should study carefully, it's not about which language is more elegant, but which migration path has the lowest cost. In the talent war of public chains, Plasma ($XPL) chose a route that seems conservative but is actually highly lethal: extreme EVM (Ethereum Virtual Machine) compatibility.

The Second Half of the Public Chain War: Why is EVM Compatibility the Biggest 'Asymmetric Advantage' of Plasma ($XPL)?

After researching for so long @Plasma I found that the market is often easily swayed by 'novel' technological narratives. Many people are praising the Move language (Sui/Aptos) or new virtual machine architectures, believing that they are the future. But if we return to the essence of business and development, we will discover an overlooked truth: in the field of software engineering, compatibility often triumphs over superiority.
We should study carefully, it's not about which language is more elegant, but which migration path has the lowest cost.
In the talent war of public chains, Plasma ($XPL ) chose a route that seems conservative but is actually highly lethal: extreme EVM (Ethereum Virtual Machine) compatibility.
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ESG Rating Tool: How Vanar Green Infrastructure Attracts Web2 Giants to Settle In?'When 'carbon neutrality' becomes a necessity, the environmental attribute of a public chain is its billion-dollar entry ticket.' [Preface: The invisible 'compliance ceiling'] After studying for so long Only then did I realize that we cannot just look at 'price increase' (ROI), but should really study the 'corporate compliance thresholds' (ESG rating). Many investors do not understand why so many Web2 giants (like Starbucks, Nike) want to enter Web3 but have yet to take action. It's not because the technology is difficult, but because of 'reputational risk'. In the mainstream business world, blockchain is often labeled as 'high energy consumption' and 'not environmentally friendly'. If a listed giant uses a high-energy public chain, its ESG rating will decline, which in turn affects its stock price.

ESG Rating Tool: How Vanar Green Infrastructure Attracts Web2 Giants to Settle In?

'When 'carbon neutrality' becomes a necessity, the environmental attribute of a public chain is its billion-dollar entry ticket.'
[Preface: The invisible 'compliance ceiling']
After studying for so long
Only then did I realize that we cannot just look at 'price increase' (ROI), but should really study the 'corporate compliance thresholds' (ESG rating).
Many investors do not understand why so many Web2 giants (like Starbucks, Nike) want to enter Web3 but have yet to take action.
It's not because the technology is difficult, but because of 'reputational risk'.
In the mainstream business world, blockchain is often labeled as 'high energy consumption' and 'not environmentally friendly'. If a listed giant uses a high-energy public chain, its ESG rating will decline, which in turn affects its stock price.
We often say that "the internet has a memory"; this is actually the biggest lie. After researching for so long @WalrusProtocol , I found that we cannot look at the current Baidu Cloud or Twitter history records, but should truly study the harsh reality of "Digital Rot". On average, every 20 years, existing storage mediums and centralized platforms undergo a major reshuffle. Yahoo blogs are gone, Renren is dead, old hard drives have demagnetized. The digital lives of our generation are facing the risk of "no place to rely on". Walrus is redefining "digital immortality". Thanks to its unique economic model (storage fund), you can prepay a very low fee to permanently engrave your family tree, core code, or letters to the future in a decentralized network. As long as the Walrus network is still running, this data will transcend time periods like mosquitoes in amber. This is not simple storage; this is "against the increase of entropy over time". In the world of bits, Walrus is the only "digital tombstone" or "time capsule" you can leave behind. #walrus @WalrusProtocol $WAL
We often say that "the internet has a memory"; this is actually the biggest lie. After researching for so long @Walrus 🦭/acc , I found that we cannot look at the current Baidu Cloud or Twitter history records, but should truly study the harsh reality of "Digital Rot".

On average, every 20 years, existing storage mediums and centralized platforms undergo a major reshuffle. Yahoo blogs are gone, Renren is dead, old hard drives have demagnetized. The digital lives of our generation are facing the risk of "no place to rely on".

Walrus is redefining "digital immortality". Thanks to its unique economic model (storage fund), you can prepay a very low fee to permanently engrave your family tree, core code, or letters to the future in a decentralized network. As long as the Walrus network is still running, this data will transcend time periods like mosquitoes in amber.

This is not simple storage; this is "against the increase of entropy over time". In the world of bits, Walrus is the only "digital tombstone" or "time capsule" you can leave behind.
#walrus @Walrus 🦭/acc $WAL
We always thought that as long as the smart contract is on the chain, DeFi is absolutely secure. But after studying for so long @WalrusProtocol , I realized that we cannot rely on those so-called 'contract audit reports', but should really research where the 'web front end' you are accessing is actually deployed. The truth is awkward: 90% of Web3 projects still run their front-end web pages (UI) on centralized servers like AWS or Vercel. As long as Amazon pulls the plug, or a regulatory agency issues a subpoena, your DeFi webpage will instantly 404, and no matter how secure the contract is, you won't be able to connect to your wallet. The emergence of Walrus Sites is meant to tear apart this last piece of shame. It allows developers to deploy the entire website's front-end code directly on the Walrus network. No centralized servers, no DNS hijacking, no 'server maintenance'. This is the truly unstoppable application. If Ethereum liberated the backend, then Walrus is liberating the front end. Don’t wait until the webpage is inaccessible to realize that you are only playing with 'half of Web3'. #walrus @WalrusProtocol $WAL
We always thought that as long as the smart contract is on the chain, DeFi is absolutely secure. But after studying for so long @Walrus 🦭/acc , I realized that we cannot rely on those so-called 'contract audit reports', but should really research where the 'web front end' you are accessing is actually deployed.

The truth is awkward: 90% of Web3 projects still run their front-end web pages (UI) on centralized servers like AWS or Vercel. As long as Amazon pulls the plug, or a regulatory agency issues a subpoena, your DeFi webpage will instantly 404, and no matter how secure the contract is, you won't be able to connect to your wallet.

The emergence of Walrus Sites is meant to tear apart this last piece of shame. It allows developers to deploy the entire website's front-end code directly on the Walrus network. No centralized servers, no DNS hijacking, no 'server maintenance'. This is the truly unstoppable application. If Ethereum liberated the backend, then Walrus is liberating the front end. Don’t wait until the webpage is inaccessible to realize that you are only playing with 'half of Web3'.
#walrus @Walrus 🦭/acc $WAL
Everyone is talking about Web3 storage being 'indelible', but after studying it for so long @WalrusProtocol , I've realized that we cannot view the narrative of 'permanent storage' from a single-dimensional perspective. Instead, we should genuinely study the real needs of enterprise-level clients—'programmability' and 'compliance'. Arweave promotes 'write once, never delete', which sounds cool, but in the business world, it can be fatal. Imagine if a user requests the deletion of their personal privacy data under GDPR (General Data Protection Regulation), or if a gaming company needs to update a bug patch; storage that cannot be modified or deleted is as troublesome as being carved in stone. The genius of Walrus lies in its support for data modification and deletion. It has both decentralized anti-censorship capabilities and retains the flexible management capacity of Web2. It's like giving blockchain storage a 'regret medicine'. For traditional giants looking to venture into Web3, Walrus's 'manageable and controllable' decentralized solution is the only infrastructure they dare to use. #walrus @WalrusProtocol $WAL
Everyone is talking about Web3 storage being 'indelible', but after studying it for so long @Walrus 🦭/acc , I've realized that we cannot view the narrative of 'permanent storage' from a single-dimensional perspective. Instead, we should genuinely study the real needs of enterprise-level clients—'programmability' and 'compliance'.

Arweave promotes 'write once, never delete', which sounds cool, but in the business world, it can be fatal. Imagine if a user requests the deletion of their personal privacy data under GDPR (General Data Protection Regulation), or if a gaming company needs to update a bug patch; storage that cannot be modified or deleted is as troublesome as being carved in stone.

The genius of Walrus lies in its support for data modification and deletion. It has both decentralized anti-censorship capabilities and retains the flexible management capacity of Web2. It's like giving blockchain storage a 'regret medicine'. For traditional giants looking to venture into Web3, Walrus's 'manageable and controllable' decentralized solution is the only infrastructure they dare to use.
#walrus @Walrus 🦭/acc $WAL
After studying for so long, I only realized after @Dusk_Foundation that I shouldn't just focus on the mainnet launch in January, but should really study the DuskTrade platform, which is expected to officially launch in 2026, as it is the 'money transport vehicle' that will truly move 300 million euros of assets onto the chain. Dusk's killer application—DuskTrade will officially launch in 2026. The current whitelist has already opened in January; this is not just taking a spot, but it's grabbing a ticket for the next decade. Why am I so confident in what I say? Because the emergence of DuskTrade has completely ended the awkward situation in the RWA track of 'only hearing the sound of the stairs and not seeing anyone come down.' 1. Reject 'commercial naked running': the only solution for institutions to enter 2. 300 million euros of 'real money' injected 3. Positioning MiCA, covering the European market The launch of DuskTrade marks the official entry of the RWA track into the second half of 'landing'. The valuation logic has changed; it is no longer about who makes the best PPT (market dream rate), but about who has more real assets running above (prosperity). 2026 is not the end, but just the beginning. $DUSK #dusk @Dusk_Foundation
After studying for so long, I only realized after @Dusk that I shouldn't just focus on the mainnet launch in January, but should really study the DuskTrade platform, which is expected to officially launch in 2026, as it is the 'money transport vehicle' that will truly move 300 million euros of assets onto the chain.

Dusk's killer application—DuskTrade will officially launch in 2026. The current whitelist has already opened in January; this is not just taking a spot, but it's grabbing a ticket for the next decade.

Why am I so confident in what I say? Because the emergence of DuskTrade has completely ended the awkward situation in the RWA track of 'only hearing the sound of the stairs and not seeing anyone come down.'

1. Reject 'commercial naked running': the only solution for institutions to enter
2. 300 million euros of 'real money' injected
3. Positioning MiCA, covering the European market

The launch of DuskTrade marks the official entry of the RWA track into the second half of 'landing'. The valuation logic has changed; it is no longer about who makes the best PPT (market dream rate), but about who has more real assets running above (prosperity). 2026 is not the end, but just the beginning.
$DUSK #dusk @Dusk
Is it interest or principal that you want? Dusk's 'real yield' gives you the answer Brothers, let's talk about something more realistic. Recently, the price of $DUSK has been fluctuating wildly, and many people are panicking, asking me: 'If I stake Dusk, what if the price drops? Is that little interest enough to cover the loss? Am I just after the interest while they are taking my principal?' If you have this concern, it means you are a mature investor, educated by the risks of the market. But I must tell you, the staking logic of Dusk is fundamentally different from those Ponzi schemes that rely on inflation to maintain high returns. 1. Reject 'air grains' of 'left foot stepping on right foot' How do most DeFi projects generate staking returns? They are printed out by the project team like a money printer. In this model, the amount of tokens increases, and their value dilutes. The interest you earn is actually just the devaluation portion due to the drop in token price. This is a typical 'deadlock'. 2. Dusk's returns are 'tolls' But Dusk is different. Its staking returns come from the real cash flow of RWA (real-world assets). Think about it: after the 300 million euros of assets from NPEX are on-chain, every stock trade and every bond dividend requires Dusk as Gas. Where does this Gas go? A portion is burned (deflation), and a portion is distributed to the stakers (you). This means that what you receive is not 'printed air', but the 'toll' paid by institutions entering the market. 3. The 'double hit' of interest as profit So, for Dusk, there is no choice between 'interest or principal'. Because the more people stake, the fewer tokens are in circulation (supply shock); the busier the on-chain business, the more Gas consumed (real demand). This will create a 'Davis Double Hit': you not only earn continuous tolls (interest) but also enjoy the increase in token price (principal profit) due to the depletion of circulating supply. If you only pay attention to today's K-line for fluctuations, you are a speculator; if you focus on the RWA business on-chain for dividends, you are the landlord of this financial building. Would a landlord sell their property due to fluctuations in property prices? No, as long as the rent (Real Yield) is increasing, we hold on tight. $DUSK #dusk @Dusk_Foundation
Is it interest or principal that you want? Dusk's 'real yield' gives you the answer
Brothers, let's talk about something more realistic. Recently, the price of $DUSK has been fluctuating wildly, and many people are panicking, asking me: 'If I stake Dusk, what if the price drops? Is that little interest enough to cover the loss? Am I just after the interest while they are taking my principal?'

If you have this concern, it means you are a mature investor, educated by the risks of the market. But I must tell you, the staking logic of Dusk is fundamentally different from those Ponzi schemes that rely on inflation to maintain high returns.

1. Reject 'air grains' of 'left foot stepping on right foot'
How do most DeFi projects generate staking returns? They are printed out by the project team like a money printer. In this model, the amount of tokens increases, and their value dilutes. The interest you earn is actually just the devaluation portion due to the drop in token price. This is a typical 'deadlock'.

2. Dusk's returns are 'tolls'
But Dusk is different. Its staking returns come from the real cash flow of RWA (real-world assets). Think about it: after the 300 million euros of assets from NPEX are on-chain, every stock trade and every bond dividend requires Dusk as Gas. Where does this Gas go? A portion is burned (deflation), and a portion is distributed to the stakers (you).
This means that what you receive is not 'printed air', but the 'toll' paid by institutions entering the market.

3. The 'double hit' of interest as profit
So, for Dusk, there is no choice between 'interest or principal'.
Because the more people stake, the fewer tokens are in circulation (supply shock); the busier the on-chain business, the more Gas consumed (real demand). This will create a 'Davis Double Hit': you not only earn continuous tolls (interest) but also enjoy the increase in token price (principal profit) due to the depletion of circulating supply.

If you only pay attention to today's K-line for fluctuations, you are a speculator; if you focus on the RWA business on-chain for dividends, you are the landlord of this financial building. Would a landlord sell their property due to fluctuations in property prices? No, as long as the rent (Real Yield) is increasing, we hold on tight.
$DUSK #dusk @Dusk
In the past, I always thought that decentralized storage meant "buying a few hard drives for backup", but after researching for so long @WalrusProtocol , I realized that we shouldn't look at those obscure academic papers (from the perspective of an average person), but should really study how #walrus uses a set of "mathematical magic" to reduce storage costs by 80% (which is the core argument we want to make). For us beginners, what's the biggest fear when storing large files? Losing them, and even worse, the cost. Traditional cloud storage or home NAS (RAID mode) relies on the dumb method of "keeping several copies" to prevent loss. It's like writing 10 copies of your homework and hiding them in different cabinets to avoid losing them—exhausting, right? Expensive, isn’t it? The core technology of Walrus, RedStuff, is like a "magical shredder". It cuts the 1GB movie you store into countless encrypted small fragments scattered around the world. Here comes the magic: even if 2/3 of the nodes globally are down or even destroyed, as long as your computer can connect to the remaining 1/3 of the fragments, Walrus can instantly "revive" that movie 100% intact through mathematical reverse calculations. This is a thousand times stronger than RAID! With RAID, if two disks fail, all the data is gone; with Walrus, even if half the network fails, the data remains. Moreover, because it doesn’t need to stupidly copy 10 copies, Walrus saves storage space extremely well, which is why it can be 80% cheaper than competitors, this is the underlying logic behind it. @WalrusProtocol #walrus $WAL
In the past, I always thought that decentralized storage meant "buying a few hard drives for backup", but after researching for so long @Walrus 🦭/acc , I realized that we shouldn't look at those obscure academic papers (from the perspective of an average person), but should really study how #walrus uses a set of "mathematical magic" to reduce storage costs by 80% (which is the core argument we want to make).

For us beginners, what's the biggest fear when storing large files? Losing them, and even worse, the cost. Traditional cloud storage or home NAS (RAID mode) relies on the dumb method of "keeping several copies" to prevent loss. It's like writing 10 copies of your homework and hiding them in different cabinets to avoid losing them—exhausting, right? Expensive, isn’t it?

The core technology of Walrus, RedStuff, is like a "magical shredder". It cuts the 1GB movie you store into countless encrypted small fragments scattered around the world.

Here comes the magic: even if 2/3 of the nodes globally are down or even destroyed, as long as your computer can connect to the remaining 1/3 of the fragments, Walrus can instantly "revive" that movie 100% intact through mathematical reverse calculations.

This is a thousand times stronger than RAID! With RAID, if two disks fail, all the data is gone; with Walrus, even if half the network fails, the data remains. Moreover, because it doesn’t need to stupidly copy 10 copies, Walrus saves storage space extremely well, which is why it can be 80% cheaper than competitors, this is the underlying logic behind it.
@Walrus 🦭/acc #walrus $WAL
Have you ever experienced a moment of breakdown like this: you paid over 300 for an SVIP annual fee, and suddenly the compressed files you stored before turned into "8-second educational films" or directly displayed "violations cannot be downloaded"? After researching for so long @WalrusProtocol , I realized that we shouldn't rely on the promises of "super large space" from centralized cloud storage. Instead, we should truly study what real "data sovereignty" is— in this era where accounts can be banned and files locked at any moment, only decentralized storage can be your digital asset's Ark of the Covenant. We are used to entrusting our lives and fortunes to Baidu Cloud, thinking that paying means we are in the hands of God. But the reality is, your data is merely temporarily residing on someone else's server; the administrator can view or delete it at will, and ten years of photo memories could vanish overnight. Walrus has completely changed the rules of the game. It uses RedStuff technology to shred the photos and videos you upload into pieces, encrypting them and scattering them across thousands of nodes worldwide. What does this mean? It means that in the Walrus network, no single point (including node operators or project parties) can spy on your data, and there is no "super administrator" who can just click a mouse to gray out your files. Only you, holding the private key, can piece these fragments back together. This is called confidence—what Walrus gives you is not just storage space, but absolute freedom of "not being restricted," "no speed limits," and "not being spied on." Stop paying for that compressed file that could disappear at any time; in the world of Web3, my data, my rules. (The screenshot below is from when I just tried a certain cloud again. Sure enough, the valuable materials collected over more than ten years were deleted and could not be downloaded, xx him xx.) @WalrusProtocol #walrus $WAL
Have you ever experienced a moment of breakdown like this: you paid over 300 for an SVIP annual fee, and suddenly the compressed files you stored before turned into "8-second educational films" or directly displayed "violations cannot be downloaded"?

After researching for so long @Walrus 🦭/acc , I realized that we shouldn't rely on the promises of "super large space" from centralized cloud storage. Instead, we should truly study what real "data sovereignty" is— in this era where accounts can be banned and files locked at any moment, only decentralized storage can be your digital asset's Ark of the Covenant.

We are used to entrusting our lives and fortunes to Baidu Cloud, thinking that paying means we are in the hands of God. But the reality is, your data is merely temporarily residing on someone else's server; the administrator can view or delete it at will, and ten years of photo memories could vanish overnight. Walrus has completely changed the rules of the game. It uses RedStuff technology to shred the photos and videos you upload into pieces, encrypting them and scattering them across thousands of nodes worldwide.

What does this mean? It means that in the Walrus network, no single point (including node operators or project parties) can spy on your data, and there is no "super administrator" who can just click a mouse to gray out your files. Only you, holding the private key, can piece these fragments back together. This is called confidence—what Walrus gives you is not just storage space, but absolute freedom of "not being restricted," "no speed limits," and "not being spied on." Stop paying for that compressed file that could disappear at any time; in the world of Web3, my data, my rules. (The screenshot below is from when I just tried a certain cloud again. Sure enough, the valuable materials collected over more than ten years were deleted and could not be downloaded, xx him xx.)
@Walrus 🦭/acc #walrus $WAL
After studying for so long @Dusk_Foundation , I realized that I shouldn't pay attention to the so-called 'public transparency' boasted by those public chains, but should really study why real business giants prefer to use slow and expensive bank wire transfers instead of settling supply chains with USDC on Ethereum. Brothers, don't be brainwashed. In the business world, transparency = suicide. A simple example: if I am someone, I want to pay a battery supplier. If I pay using USDC on Ethereum, the on-chain data will instantly expose all my secrets. My competitors (corporate spies) just need to watch the wallet address to figure out: who I transferred to (exposing the supply chain), how much I transferred (exposing costs), and when I transferred (exposing the production cycle). Before long, my gross margin and bottom line will be fully exposed. This is called 'naked running on the chain'; how can I continue to do business like this? This is why Web3 has been shouting for so many years, yet not a single Fortune 500 company dares to move its core business onto a public chain. Dusk is the only antidote. Its 'confidential payment' feature gives businesses a bulletproof vest. On Dusk, businesses still enjoy instant transactions and low fees, but transaction details (amount, counterparty) are perfectly hidden by zero-knowledge proofs. What I can see is a compliant transaction result; what competitors want to see is all garbled. In the future RWA (real-world assets) track, it's not about who has the highest TPS, but about who can protect their business secrets. Without privacy, there is no B2B. Dusk is bringing those companies that dare not run naked into Web3, one by one. $DUSK #dusk @Dusk_Foundation
After studying for so long @Dusk , I realized that I shouldn't pay attention to the so-called 'public transparency' boasted by those public chains, but should really study why real business giants prefer to use slow and expensive bank wire transfers instead of settling supply chains with USDC on Ethereum.

Brothers, don't be brainwashed. In the business world, transparency = suicide. A simple example: if I am someone, I want to pay a battery supplier. If I pay using USDC on Ethereum, the on-chain data will instantly expose all my secrets.

My competitors (corporate spies) just need to watch the wallet address to figure out: who I transferred to (exposing the supply chain), how much I transferred (exposing costs), and when I transferred (exposing the production cycle). Before long, my gross margin and bottom line will be fully exposed. This is called 'naked running on the chain'; how can I continue to do business like this?

This is why Web3 has been shouting for so many years, yet not a single Fortune 500 company dares to move its core business onto a public chain. Dusk is the only antidote.

Its 'confidential payment' feature gives businesses a bulletproof vest. On Dusk, businesses still enjoy instant transactions and low fees, but transaction details (amount, counterparty) are perfectly hidden by zero-knowledge proofs.

What I can see is a compliant transaction result; what competitors want to see is all garbled. In the future RWA (real-world assets) track, it's not about who has the highest TPS, but about who can protect their business secrets. Without privacy, there is no B2B. Dusk is bringing those companies that dare not run naked into Web3, one by one.
$DUSK #dusk @Dusk
A visual guide to understanding the 'burn engine' of $WAL and its real commercial valueReject air tokens! After researching for so long @WalrusProtocol I realized that we should not focus on those elusive so-called 'governance voting rights,' but should truly study WAL as a commodity with 'essential' attributes — how it is consumed, locked, and circulated in the real business world. In the world of Web3, 99% of tokens are 'air governance tokens' — they are worthless except for voting on logo colors within large investor groups. The value of such tokens completely depends on sentiment. However, Walrus ($WAL) belongs to that other 1%. It is not just a simple ballot; it is the 'digital fuel' driving the entire decentralized storage network. If we compare the Walrus network to the electricity grid of Web3, then WAL is the electricity. As long as someone uses electricity (stores data), $WAL must be consumed. This supply-demand relationship based on real business needs is the hard truth that transcends bull and bear markets.

A visual guide to understanding the 'burn engine' of $WAL and its real commercial value

Reject air tokens! After researching for so long @Walrus 🦭/acc I realized that we should not focus on those elusive so-called 'governance voting rights,' but should truly study WAL as a commodity with 'essential' attributes — how it is consumed, locked, and circulated in the real business world.
In the world of Web3, 99% of tokens are 'air governance tokens' — they are worthless except for voting on logo colors within large investor groups. The value of such tokens completely depends on sentiment. However, Walrus ($WAL ) belongs to that other 1%. It is not just a simple ballot; it is the 'digital fuel' driving the entire decentralized storage network. If we compare the Walrus network to the electricity grid of Web3, then WAL is the electricity. As long as someone uses electricity (stores data), $WAL must be consumed. This supply-demand relationship based on real business needs is the hard truth that transcends bull and bear markets.
Stop arguing! Is generating electricity more appealing than BTC? The real wealth secret is the "physical-digital integration" locked by Walrus!After studying for so long @WalrusProtocol , I realized that one should not focus on the short-term games regarding the fluctuations in coin prices, but rather truly study how it serves as the only "physical-digital integration connector" in the Web3 world, and how it fundamentally connects the real economy and digital assets. The recent market is very fragmented. On one side, AI giants are scrambling to buy nuclear power plants and photovoltaic panels, with some shouting, "Energy is the hard currency of the computing power era; generating electricity is more appealing than trading coins." On the other side, BTC has broken new highs, and believers insist, "Digital gold is humanity's ultimate asset."

Stop arguing! Is generating electricity more appealing than BTC? The real wealth secret is the "physical-digital integration" locked by Walrus!

After studying for so long @Walrus 🦭/acc , I realized that one should not focus on the short-term games regarding the fluctuations in coin prices, but rather truly study how it serves as the only "physical-digital integration connector" in the Web3 world, and how it fundamentally connects the real economy and digital assets.
The recent market is very fragmented. On one side, AI giants are scrambling to buy nuclear power plants and photovoltaic panels, with some shouting, "Energy is the hard currency of the computing power era; generating electricity is more appealing than trading coins." On the other side, BTC has broken new highs, and believers insist, "Digital gold is humanity's ultimate asset."
Is Walrus the 'smart delivery locker' of Web3, while others are just old 'suburban warehouses'?After studying for so long @WalrusProtocol I realized that it is not about looking at the superficial market capitalization rankings or the timing of entry, but rather about truly researching the fundamental iterations of storage technology architecture that have occurred in the AI era—from the qualitative change of 'piling up quantity' to 'pursuing efficiency.' In the storage track of Web3, we have heard too many grand narratives: Filecoin wants to be the 'eternal library of human data,' and Arweave aims to be the 'indelible history book.' These visions are beautiful, but the reality is harsh. For developers and ordinary users, the user experience is often: it's easy to deposit, but retrieving feels like constipation, and the costs are absurd. It's like storing furniture in a huge warehouse in the suburbs; while it's safe, every time you want to get a chair, you have to drive for three hours and fill out five forms. The emergence of Walrus is precisely to solve this problem—it does not aim to build a bigger warehouse but to construct a row of 'smart delivery lockers' for on-demand access in the vibrant streets of Web3 (Sui ecosystem).

Is Walrus the 'smart delivery locker' of Web3, while others are just old 'suburban warehouses'?

After studying for so long @Walrus 🦭/acc I realized that it is not about looking at the superficial market capitalization rankings or the timing of entry, but rather about truly researching the fundamental iterations of storage technology architecture that have occurred in the AI era—from the qualitative change of 'piling up quantity' to 'pursuing efficiency.'
In the storage track of Web3, we have heard too many grand narratives: Filecoin wants to be the 'eternal library of human data,' and Arweave aims to be the 'indelible history book.' These visions are beautiful, but the reality is harsh. For developers and ordinary users, the user experience is often: it's easy to deposit, but retrieving feels like constipation, and the costs are absurd. It's like storing furniture in a huge warehouse in the suburbs; while it's safe, every time you want to get a chair, you have to drive for three hours and fill out five forms. The emergence of Walrus is precisely to solve this problem—it does not aim to build a bigger warehouse but to construct a row of 'smart delivery lockers' for on-demand access in the vibrant streets of Web3 (Sui ecosystem).
From 2018 to 2026: Dusk's eight years of solitary courage have brought about this moment of starry seas.“Don't ask Dusk why it has only risen now. It has endured eight years of loneliness, outlasting all its competitors, just to wait for the winds to come.” After studying @Dusk_Foundation for so long, I realized that I shouldn't look at its past few years of lifeless K-lines and the delayed mainnet due to technological iterations. Instead, I should thoroughly study its persistence in every code submission over the past eight years in the dark, and why it is precisely in 2026 that it becomes its year of explosion. Brothers, if you are an old player who entered the circle in 2017 or 2018, seeing Dusk's performance today, your feeling must not be ecstasy, but rather wanting to cry.

From 2018 to 2026: Dusk's eight years of solitary courage have brought about this moment of starry seas.

“Don't ask Dusk why it has only risen now. It has endured eight years of loneliness, outlasting all its competitors, just to wait for the winds to come.”
After studying @Dusk for so long, I realized that I shouldn't look at its past few years of lifeless K-lines and the delayed mainnet due to technological iterations. Instead, I should thoroughly study its persistence in every code submission over the past eight years in the dark, and why it is precisely in 2026 that it becomes its year of explosion.
Brothers, if you are an old player who entered the circle in 2017 or 2018, seeing Dusk's performance today, your feeling must not be ecstasy, but rather wanting to cry.
Don't be scared by the delisting wave, Dusk is performing a textbook-level 'survival of the fittest' in the 'regulatory hell' of the EUAfter studying for so long @Dusk_Foundation , I realized that we shouldn't just pay attention to the panic news about major exchanges following suit to delist XMR (Monero), but instead, we should really study why Dusk can boldly engage in privacy business in Europe, which is dubbed as the 'global crypto regulatory hell', with a MiCA compliance license. Brothers, recently Binance and other major exchanges have successively delisted privacy coins like XMR, and the market is in despair. Many retail investors were scared and sold all their privacy track tokens, thinking that the word 'privacy' is a dead end in Web3.

Don't be scared by the delisting wave, Dusk is performing a textbook-level 'survival of the fittest' in the 'regulatory hell' of the EU

After studying for so long @Dusk , I realized that we shouldn't just pay attention to the panic news about major exchanges following suit to delist XMR (Monero), but instead, we should really study why Dusk can boldly engage in privacy business in Europe, which is dubbed as the 'global crypto regulatory hell', with a MiCA compliance license.
Brothers, recently Binance and other major exchanges have successively delisted privacy coins like XMR, and the market is in despair. Many retail investors were scared and sold all their privacy track tokens, thinking that the word 'privacy' is a dead end in Web3.
【Hedger: A Zero-threshold 'Trap', A Conspiracy to 'Suck Blood' from Ethereum】 After studying for so long @Dusk_Foundation , I realized that we shouldn't pay attention to those new public chains boasting about their groundbreaking programming languages, but rather we should thoroughly research how Dusk's Hedger tool exploits developers' 'laziness' to effortlessly 'suck' the Ethereum ecosystem over. Brothers, let's talk about some hardcore ecological logic. Nowadays, those projects working on ZK (Zero-Knowledge Proofs) or high-performance public chains are all very arrogant. For example, Starknet makes you learn the Cairo language, and Solana makes you learn Rust. Although the technology is good, for the vast majority of developers who have written code on Ethereum for years, this is simply torture. Who would want to struggle through an obscure and difficult book just to launch a project? At this point, Dusk unleashed its super weapon—Hedger. You can think of Hedger as a 'magic translation machine.' Its logic is extremely simple and brutal: Developers, you don’t need to change any habits; you can continue to write code in your most familiar Solidity (Ethereum's programming language). After you finish writing, just throw it into Hedger, and it will automatically compile it into a privacy-protected smart contract that can run on the Dusk virtual machine. This move is amazing. It is simply a **'trap'** targeting the Ethereum ecosystem. What does this mean? It means that the mature and verified DeFi protocols on Ethereum—like Uniswap, AAVE, Compound—only require their developers to copy and paste the code, tweak a few parameters, and they can deploy a 'compliant privacy version' of the same application on Dusk. Previously, developers had to face sky-high barriers to create privacy applications; now Dusk has directly trampled those barriers into the mud. This is a blatant 'blood-sucking attack.' Dusk doesn't need to cultivate developers from scratch; it directly fishes from the huge pond of Ethereum. While other chains are still struggling to teach developers how to write 'Hello World,' Dusk may have already filled up with all kinds of top-tier DApps that have been 'one-click migrated.' $DUSK #dusk @Dusk_Foundation
【Hedger: A Zero-threshold 'Trap', A Conspiracy to 'Suck Blood' from Ethereum】

After studying for so long @Dusk , I realized that we shouldn't pay attention to those new public chains boasting about their groundbreaking programming languages, but rather we should thoroughly research how Dusk's Hedger tool exploits developers' 'laziness' to effortlessly 'suck' the Ethereum ecosystem over.

Brothers, let's talk about some hardcore ecological logic. Nowadays, those projects working on ZK (Zero-Knowledge Proofs) or high-performance public chains are all very arrogant. For example, Starknet makes you learn the Cairo language, and Solana makes you learn Rust. Although the technology is good, for the vast majority of developers who have written code on Ethereum for years, this is simply torture. Who would want to struggle through an obscure and difficult book just to launch a project?
At this point, Dusk unleashed its super weapon—Hedger.

You can think of Hedger as a 'magic translation machine.' Its logic is extremely simple and brutal: Developers, you don’t need to change any habits; you can continue to write code in your most familiar Solidity (Ethereum's programming language). After you finish writing, just throw it into Hedger, and it will automatically compile it into a privacy-protected smart contract that can run on the Dusk virtual machine.

This move is amazing. It is simply a **'trap'** targeting the Ethereum ecosystem.
What does this mean? It means that the mature and verified DeFi protocols on Ethereum—like Uniswap, AAVE, Compound—only require their developers to copy and paste the code, tweak a few parameters, and they can deploy a 'compliant privacy version' of the same application on Dusk.

Previously, developers had to face sky-high barriers to create privacy applications; now Dusk has directly trampled those barriers into the mud.

This is a blatant 'blood-sucking attack.' Dusk doesn't need to cultivate developers from scratch; it directly fishes from the huge pond of Ethereum. While other chains are still struggling to teach developers how to write 'Hello World,' Dusk may have already filled up with all kinds of top-tier DApps that have been 'one-click migrated.'
$DUSK #dusk @Dusk
Go Ocean
Go Ocean
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Brothers, in this circle, the scariest thing is not the price of coins dropping, but the chain being 'stopped'. Just look at those top L2s (Layer 2 networks) now; even if their market cap is in the hundreds of billions, most of them are essentially just 'single-player games'. Their lifeline is in the hands of something called a 'Sequencer'. This sequencer is usually controlled by the project team itself, which is equivalent to them having 'God's perspective' and 'the power of life and death'. As long as they want, or if the server crashes, the entire chain can be paralyzed. Your money may still be there, but you can't transfer it out. Have you ever experienced this kind of despair? After studying for so long @Dusk_Foundation , I realized that we shouldn't focus on the TPS that those L2 project teams boast about, or how fast they are, but rather we should truly research more about whether they can directly 'unplug the network cable' to freeze your assets instantly if you offend the project team or if their server goes down. This is not Web3 at all! This is clearly a Web2 server dressed in blockchain clothing! But Dusk has taken a completely different path. As a native L1 public chain, Dusk has an almost obsessive pursuit of decentralization. It does not have a so-called centralized sequencer; its network is maintained by thousands of nodes scattered all over the world. This brings us to Dusk's Archiver nodes. These nodes are like the 'night watchmen' of the network. As long as there is one Dusk node running on Earth, the network will not stop, and your assets can flow freely forever. No CEO can unplug the network cable, and no AWS crash can bring the whole network down. Moreover, Dusk's node entry threshold is extremely low (as I mentioned in the previous article, you can participate with just 1000 coins). This means that Dusk's network structure is not a fragile pillar, but a huge, densely packed 'hive'. Each node is a hexagonal warrior; they are interconnected and back each other up. It's easy to hack a centralized server, but to attack tens of thousands of distributed nodes scattered around the world? Dream on. In the world of Dusk, there are no kings, only citizens. Your node, your say. This is the original intention for us to come to the crypto space, isn't it? $DUSK #dusk @Dusk_Foundation
Brothers, in this circle, the scariest thing is not the price of coins dropping, but the chain being 'stopped'. Just look at those top L2s (Layer 2 networks) now; even if their market cap is in the hundreds of billions, most of them are essentially just 'single-player games'. Their lifeline is in the hands of something called a 'Sequencer'. This sequencer is usually controlled by the project team itself, which is equivalent to them having 'God's perspective' and 'the power of life and death'. As long as they want, or if the server crashes, the entire chain can be paralyzed. Your money may still be there, but you can't transfer it out. Have you ever experienced this kind of despair?

After studying for so long @Dusk , I realized that we shouldn't focus on the TPS that those L2 project teams boast about, or how fast they are, but rather we should truly research more about whether they can directly 'unplug the network cable' to freeze your assets instantly if you offend the project team or if their server goes down.

This is not Web3 at all! This is clearly a Web2 server dressed in blockchain clothing!
But Dusk has taken a completely different path. As a native L1 public chain, Dusk has an almost obsessive pursuit of decentralization. It does not have a so-called centralized sequencer; its network is maintained by thousands of nodes scattered all over the world.

This brings us to Dusk's Archiver nodes. These nodes are like the 'night watchmen' of the network. As long as there is one Dusk node running on Earth, the network will not stop, and your assets can flow freely forever. No CEO can unplug the network cable, and no AWS crash can bring the whole network down.

Moreover, Dusk's node entry threshold is extremely low (as I mentioned in the previous article, you can participate with just 1000 coins). This means that Dusk's network structure is not a fragile pillar, but a huge, densely packed 'hive'. Each node is a hexagonal warrior; they are interconnected and back each other up. It's easy to hack a centralized server, but to attack tens of thousands of distributed nodes scattered around the world? Dream on.

In the world of Dusk, there are no kings, only citizens. Your node, your say. This is the original intention for us to come to the crypto space, isn't it?
$DUSK #dusk @Dusk
The hacking of the Scroll founder's account is just the beginning. Why can only Dusk's 'Digital Citadel' end this trust crisis?After studying for so long @Dusk_Foundation , I realized that we shouldn't view the hacking of the Scroll founder's Twitter as an isolated incident, but rather we should delve deeper into why our method of confirming identity remains so primitive and fragile in a Web3 world with billions in assets, and how Dusk's Citadel protocol aims to fundamentally solve this century-old problem. Brothers, today I saw the news that the Scroll co-founder's Twitter was hacked. To be honest, I'm not surprised at all, and I even feel a bit sad. This is the current state of Web3 we are in: we are dealing with billions of dollars in decentralized finance on the chain, yet we have to rely on a centralized and bug-ridden Web2 social software (Twitter/X) to confirm whether the project team has issued airdrops or contract addresses. It's like you have stored gold bars in a vault, but the key to the vault door is a plastic toy key.

The hacking of the Scroll founder's account is just the beginning. Why can only Dusk's 'Digital Citadel' end this trust crisis?

After studying for so long @Dusk , I realized that we shouldn't view the hacking of the Scroll founder's Twitter as an isolated incident, but rather we should delve deeper into why our method of confirming identity remains so primitive and fragile in a Web3 world with billions in assets, and how Dusk's Citadel protocol aims to fundamentally solve this century-old problem.
Brothers, today I saw the news that the Scroll co-founder's Twitter was hacked. To be honest, I'm not surprised at all, and I even feel a bit sad. This is the current state of Web3 we are in: we are dealing with billions of dollars in decentralized finance on the chain, yet we have to rely on a centralized and bug-ridden Web2 social software (Twitter/X) to confirm whether the project team has issued airdrops or contract addresses. It's like you have stored gold bars in a vault, but the key to the vault door is a plastic toy key.
#Scroll联创X账户被盗 Scroll The incident of the Lianchuang X account being hacked undoubtedly sounds the alarm for Web3 security once again. Even the core figures of top projects cannot escape the security vulnerabilities of social media platforms. This reminds us that the security of Web3 is not only on-chain; it permeates every link connecting on-chain and off-chain. Plasma, as a project dedicated to building reliable payment infrastructure, has a profound understanding of these security pain points. Such incidents expose multiple risks. On one hand, it reveals the vulnerabilities of centralized social media, which, once breached, can become a springboard for attacking Web3 users; on the other hand, it reflects the rigor of project teams regarding private key management, multi-factor authentication, and other internal security protocols. Every collapse of trust affects the confidence of the entire Web3 ecosystem and the process of large-scale adoption. Plasma remains highly vigilant in this regard. True security requires multi-layered protection and cannot solely rely on the robustness of a single platform, nor can it depend on the invulnerability of personal accounts. Excellent Web3 projects enhance overall security through underlying protocol design, such as adopting stronger consensus mechanisms, introducing external anchoring, or enforcing strict access controls. Plasma provides unique solutions in these areas. Taking Plasma as an example, its core Bitcoin underlying anchoring technology offers strong external security guarantees for on-chain assets. This means that even in extreme situations, such as a single account being breached, the data integrity of the core chain can still be verified and protected through the Bitcoin network. This gives Plasma a stronger resilience when facing such risks. Moreover, Plasma's emphasis on compliance also indirectly prompts it to adopt more rigorous measures in internal operations and identity management, thereby reducing risks including social engineering attacks. On the road to pursuing large-scale adoption of Web3, trust is the cornerstone. Plasma is working to rebuild industry confidence through these efforts, providing users with a safer digital financial environment. #Plasma $XPL @Plasma #风险管理
#Scroll联创X账户被盗 Scroll The incident of the Lianchuang X account being hacked undoubtedly sounds the alarm for Web3 security once again. Even the core figures of top projects cannot escape the security vulnerabilities of social media platforms. This reminds us that the security of Web3 is not only on-chain; it permeates every link connecting on-chain and off-chain. Plasma, as a project dedicated to building reliable payment infrastructure, has a profound understanding of these security pain points.
Such incidents expose multiple risks. On one hand, it reveals the vulnerabilities of centralized social media, which, once breached, can become a springboard for attacking Web3 users; on the other hand, it reflects the rigor of project teams regarding private key management, multi-factor authentication, and other internal security protocols. Every collapse of trust affects the confidence of the entire Web3 ecosystem and the process of large-scale adoption. Plasma remains highly vigilant in this regard.
True security requires multi-layered protection and cannot solely rely on the robustness of a single platform, nor can it depend on the invulnerability of personal accounts. Excellent Web3 projects enhance overall security through underlying protocol design, such as adopting stronger consensus mechanisms, introducing external anchoring, or enforcing strict access controls. Plasma provides unique solutions in these areas.
Taking Plasma as an example, its core Bitcoin underlying anchoring technology offers strong external security guarantees for on-chain assets. This means that even in extreme situations, such as a single account being breached, the data integrity of the core chain can still be verified and protected through the Bitcoin network. This gives Plasma a stronger resilience when facing such risks.
Moreover, Plasma's emphasis on compliance also indirectly prompts it to adopt more rigorous measures in internal operations and identity management, thereby reducing risks including social engineering attacks. On the road to pursuing large-scale adoption of Web3, trust is the cornerstone. Plasma is working to rebuild industry confidence through these efforts, providing users with a safer digital financial environment.
#Plasma $XPL @Plasma #风险管理
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