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tradery

@eknom9421·19.4K followers·1st percentile influence
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support tweets · Sep 20 → Sep 20, 2026
1200
zksnarks
(@zksnarks_ OR zksnarks) -is:retweetSep 20 → Sep 20, 2026
1critiques · pull ×1.1

Thank god I faded this at the last minute. 复盘一下这次的判断。 我越来越觉得： 上一轮周期有效的叙事、资产和估值体系，到了新一轮周期里往往不能直接套用。 因为每轮周期的参与者、资金来源、市场环境和财富效应都在变化。 这次很多人把 zkSNARKs 类比成： “这个周期的 NodeMonkes。” 但这个类比有几个核心问题。 1. NodeMonkes 当时有真实的财富效应支撑 NodeMonkes 诞生时，Ordinals / BRC-20 已经连续制造了两轮巨大的财富效应。 从 ORDI、

2026-09-206095% negative
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