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BITWU
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With Etherfi also officially announcing the spin-off of its Restaking business, the LRT track is basically coming to an end——
As of September 30, the total TVL of the entire liquidity restaking market is about $1.45 billion, while the protocol revenue generated by the entire track in one week is only about $100,000.
Converted, the annualized income to TVL ratio is about 0.36%, leaving almost nothing after deducting operating costs.
Looking back to 2024, starting from Manta at the beginning of the year, then Eigenlayer, Etherfi, Kelp……
Every ethereum:native achieved seamless integration and kept thriving until the end of the year;
The token price doubled, the token quantity also doubled, truly a golden era that will never return!
Open AI's Dot is here: directly competing with Meta's Muse!
I just tried it out; it's like an OpenAI personal agent installed inside Open AI's own little assistant, capable of thinking automatically to help you complete and improve many tasks.
The official description is: Dot is a highly capable, always-online intelligent agent that understands what matters to you, always works on your behalf, and takes important tasks off your desk.
It has its own computer it can control, and of course, if you trust it, you can also hand over control of your computer to it.
The difference from ordinary ChatGPT is that Dot continuously advances tasks across conversations instead of starting fresh each time.
DOT is powered by GPT-6 Astra and connects to 4000+ applications through plugins. It can also use your computer with your authorization, learning your preferences, judgment criteria, and working style from feedback. It can advance multiple projects simultaneously and conduct proactive read-only research in the background, reporting, asking questions, or requesting your decisions at key points.
Official scenarios include monitoring customer feedback and submitting PRs with tests, updating release materials after scope changes, rerunning analyses after data updates, revising proposals, editing content and writing posts in your style. Early testers said it found a forgotten invoice, prepared the content, and sent it after confirmation.
This update feels like a direct competitor to Meta's Muse and Instinct, which were launched earlier this month—both are cloud computers + browsers + cross-application autonomous agents.
I haven't given it access to my local computer yet.
It is using its own cloud computer!
Wealth is inner peace and tranquility!
Not the numbers on paper and appearances that need constant maintenance and monitoring, which only bring you greater desire and anxiety.
I recommend the 40th issue of "Enough and More" from Unknown to All.
It was quite shocking to see Charles Feeney donate almost all of his fortune, 8 billion, and remain unknown for fourteen years, only forced to be revealed in the end!
How to become the most badass KOL?
Change your mindset, logic, and way of expression in everything, and you will be the most badass KOL without any flaws!
Here’s an example to enlighten you!
Saying you like someone else’s wife sounds inappropriate, right? But if you say the person you like became someone else’s wife, it sounds especially affectionate.
Saying a college student studies during the day and works at a KTV at night makes them seem degenerate, but if you say she works at a KTV at night and still insists on studying during the day, it makes her seem very inspiring.
It’s the same for KOL content! Some say they don’t dare to trade live; what’s there to be afraid of? A KOL must trade live. Trading live isn’t important; what matters is how you justify it to yourself.
If you buy and it drops, it’s definitely not being trapped; it’s because you planned ahead and are optimistic about the future market. How the market goes later, they will forget anyway.
Entering after a 200% rise is definitely not chasing highs; don’t be so shallow. Just tell others that your strength is right-side confirmation.
Originally wanted to do short-term trading but got stuck for three years—is that a failed operation? Absolutely not, it’s called successfully transitioning from a trader to a value investor.
Got it?
Besides the 3%, there might have been expectations of token issuance at the time, as well as lobbying from the project team. The real situation is something we don't know.
But to put such a large amount of funds in just to earn a few percentage points of profit is really not advisable!
Yesterday afternoon, chatting with @datzmycat, I also mentioned why I'm not very keen on large-scale DeFi funds.
1️⃣ Risk prevention is the primary principle; maximizing returns is never the first!
The larger the capital scale, the more you must remember: don't get eliminated, don't lose control! Contract risk, custody risk, governance risk, platform risk control, hacker attacks—any one of these tail events could cause losses not just of that 3% return, but 100% of the principal.
Thinking about risk is very important, but many people are used to only looking at returns.
2️⃣ I trust the dumbbell strategy more.
Put most of the core assets in places you truly control and that are sufficiently secure; then use a small portion of funds to take on high risk and seek high odds.
The worst allocation is:
Using the most important large principal to earn moderate or even very low returns, yet bearing high tail risk.
Returns have an upper limit, but risks have no limit; this odds ratio itself is wrong.
3️⃣ The maturity of DeFi itself requires time.
Audited, large TVL, institutional backing, running for one or two years—none of these guarantee true safety.
Whether a financial protocol is stable or not is often only known after experiencing hackers, bank runs, extreme market conditions, liquidity exhaustion, and several full cycles.
I am not against DeFi. On the contrary, I believe DeFi will become increasingly important.
But the larger the capital size, the exponentially higher the safety requirements should be.
Small money can pursue efficiency; big money must first consider survival.
After all, in investing, first don't die, then you can talk about compounding.
