Why are stablecoin issuers like Tether, Circle, and Stripe all rushing to launch public blockchains? In the latest video, we discuss this topic for 11 minutes. ◦ How profitable is Sun's @justinsuntron TRON? ◦ What is the logic behind stablecoin public blockchains? ◦ What threats do new public blockchains pose to TRON? ◦ What opportunities do retail investors and entrepreneurs have to participate? ◦ How does this promote the mass adoption of stablecoins?

Recently, I had a conversation with a few friends outside the crypto space who are interested in web3 due to stablecoins, discussing the current state and trends of the web3/blockchain industry. On a whim, I recorded a video. I thought it would be 3-5 minutes, but it ended up being 23 minutes long. This round of industry development mainly has two major threads: 1/ Internal exploration — Multi-dimensional on-chain: from various new assets to trading platforms, from spot to contracts, from self-custody wallets to the DeFi revival. 2/ External connection — Mainstreaming crypto assets: from spot ETFs to crypto stock asset reserves, from stablecoins to RWA, the industry is rapidly integrating with traditional finance and regulatory compliance. In the future, these two trends may even merge, namely the compliance of ICOs (on-chain × compliance), which is also one of the main ideas of Project Crypto.

Last week, Binance HODLer airdrop went live on $LA. After getting the airdrop, I did a little research and recorded & shared it by the way. As a ZK project, Lagrange's core product is to verify off-chain computation or data analysis, generate proof that "an off-chain computation result is trustworthy", and provide a connection to on-chain 🆚 and off-chain data. It is also ZK technology, which is very different from the L2 scaling solution zkRollup. zkRollup is to package L2 transactions to L1 in batches for verification, which is an interaction between chains. Here's an 🌰 example For example, when we participate in the early days of Web3 projects, we will contribute a lot of data such as transaction volume, points, etc. Generally speaking, in the TGE of the project, the project team calculates the contribution of all users off-chain, which leads to a high cost of trust in the community, and it is difficult for the project team to prove that there is no rat warehouse, and similar unfair airdrop cases occur from time to time. However, if you want to put all these data on the chain and issue tokens according to contributions, the cost of on-chain computing is very high. The @LagrangeDev solution can solve a similar problem, it allows data analysis to be done off-chain, such as querying all users + trading volume in all time first, and then generating a zero-knowledge proof "everyone traded xxx USDC", and then verifying this proof on the chain, the whole process is open and transparent, and every user can verify. When the on-chain verification passes, the smart contract is triggered to allocate the corresponding airdrop to each user. Lagrange has three core products, DeepProve, ZK Prover Network and ZK Coprocessor, with different use case scenarios, such as the ZK Coprocessor core scenario is the airdrop fairness guarantee mentioned above, while DeepProve is more about verifying whether the AI results are credible. They all use ZK technology to solve on-chain verification-oriented problems, and can be combined in some complex scenarios. Lagrange as a whole is like an on-chain version of the "notary office", and ZK Technology is the notary public.

I watched "F1: Speed" yesterday, and the IMAX audio-visual experience is great, and it can lock in the top ten films of 2025, with a production cost of $300 million, and Brad Pitt's personal salary of $30 million, and the real scene is taken from the 2023-2024 F1 championship scene. Seeing the McLaren team sponsored by #OKX, the OKX logo was revealed several times.

Last week, @cz_binance said in a podcast chat with Anthony Pompliano that Binance made a cumulative profit of $1 billion in the first 3-8 months (October 2017 - March 2018). #Binance should be the fastest commercial company to reach this milestone. Out of curiosity, I asked both Grok and ChatGPT, how many years did it take for other tech/internet companies to get a $10 net profit? The leaderboard after the comprehensive answers is as follows, and there may be details that are missing but not a big problem. Tesla - 17 years (2003-2020) Uber - 14 years (2009-2023) Nvidia - 13 years (1993-2006) Apple - 11 years (1976-1987) Alibaba - 11 years (1999-2010) Microsoft - 10 years (1975-1985) Xiaomi - 10 years (2010-2020) Amazon - 9 years (1994-2003) Google - 7 years (1998-2005) Facebook - 7 years (2004-2011) Tencent - 7 years (1998-2005) ByteDance - 7 years (2012-2019) Pinduoduo - 6 years (2015-2021) Binance - 1 year (2017-2018)

Followed Sahara AI for more than half a year, with the project speedrun Binance, OKX, Upbit, Kraken and other heads as a stage of happy ending. Now the pre-market price is around $0.14 (corresponding to 1.4B FDV), which is indeed exceeding expectations on the basis of 600M. For more than a week, the yield is very good for those who participated in TGE. Sahara only supports USD1 and BNB IPOs, and is also the only Web3 AI project that the Trump family's World Liberty Financial official tweets is concerned about, which shows the mysterious relationship. For those who masturbate the airdrop, TGE may mean the end. But for buidler on a long-term project, TGE is just the beginning of a new phase. Sahara AI is also announcing new product upgrades, Agent Builder and AI Marketplace for public beta 🎉 today Agent Builder supports developers with zero code + no configuration, so that they can quickly build and deploy AI Agents, lowering the threshold for developers. The AI Marketplace, which is launched at the same time, brings together open-source models and datasets, allowing users to directly access the build process without having to jump to third-party platforms such as GitHub or Hugging Face. More information: On this basis, the trading function and assetization mechanism of the platform will also be opened soon to promote the circulation and value of AI assets. Recently, Meta acquired nearly half of the shares of Scale AI for $14.3 billion, and data annotation is a hot track in both Web2 and Web3. Sahara AI, as a representative project under the same track of Web3, deserves long-term attention.

The on-chain wallet wars have entered a new phase The scuffle between exchanges and independent wallets is heating up 🔥 Driven by both Binance Alpha and the points system, Binance Wallet has become the industry's largest trading volume in the past 20 days. Trading volume exceeded $5 billion on May 19 and approached $6 billion on the 20th, corresponding to a suffocating market share of 95-96%. @binancezh @BinanceWallet In terms of trading volume, the next 10 digits are OKX Wallet, TokenPocket, Phantom, GMGN, BullX, Bitget Wallet, MetaMask, Coinbase Wallet, Rabby, Moonshot.

I've been following the @MezoNetwork project for a long time, and with mainnet coming live in May, I've taken a closer look at Mezo's product mechanics. In a word, Mezo is a BTCFi platform that allows users to stake Bitcoin and mint stablecoins $MUSD for DeFi lending, consumer payments, savings and interest-earning. Technically, Mezo combines Bitcoin-native technology with the Proof of HODL mechanism to build a bank-free financial sovereign ecosystem, just like the slogan on Mezo's official website says "Bank on yourself", so that each Bitcoiner can become its own central bank governor. This allows users to release more liquidity without having to sell BTC. Mezo's testnet was launched in 2024 and currently has a TVL of over $168 million, including 1,566 BTC and some stablecoins. The team behind Mezo is Thesis, which has previously launched products such as tBTC and Fold, and has extensive experience developing DeFi projects around BTC. Last year, Mezo received two rounds of investment totaling more than $28 million, including Pantera Capital, Hack VC, Multicoin, and other well-known institutions. The Mezo mainnet will go live in May, with a date yet to be decided, so stay tuned. Stablecoin MUSD MUSD, a permissionless, 100% BTC-backed stablecoin that can be minted by anyone, is Mezo's core product and an important tool for enabling BTCFi. It allows users to unlock more liquidity without having to sell BTC. ◦ How to get MUSD: Mortgage BTC to directly mint (borrow) MUSD, buy MUSD through DEX ◦ MUSD application scenarios: payment, DeFi, savings, depositing in the vault to obtain income, etc ◦ MUSD Revenue Sources: Liquidity pool fees of Mezo's native DEX, interest rates on MUSD passive savings, etc How do I get involved with Mezo? With the mainnet launch as the dividing line, there are two ways for users to participate in Mezo: ◦ Before the mainnet launch: Starting from May 7th, you can deposit BTC / tBTC / wBTC / cbBTC and other assets into Mezo's "pre-launch" vault in advance to earn Mezo ecosystem points mats (which are Mezo's TGE points 👀). When the Mezo mainnet goes live in May, these funds will also be automatically bridged to separate vaults on the Mezo mainnet. It can be used to mint stablecoin MUSD, or to provide liquidity for Mezo's native DEX to earn Yield. ◦ After mainnet launch: Once the Mezo mainnet is live, users can mint stablecoin MUSD and participate in a series of application scenarios mentioned above. When these application scenarios unfold, this is what BTCFi really looks like. Although the short-term BTC ecosystem is a little lonely, the entire industry still keeps a high level of attention to this track, for no other reason than because there will always be more projects salivating 🤤 over BTC's huge liquidity and wanting to leverage and unlock this massive liquidity. Lending and stablecoins that use BTC as collateral will definitely have big projects coming out.

$DOOD will be launching on Solana 🔜 we’ve optimized for a smooth experience and will be airdropping $DOOD to eligible communities, whether you’re a current Doodles NFT holder or a New Blood community member. here's how to get your airdrop ↓

In the past few months, although the issuance of stablecoins has continued to reach new highs, the sentiment in the market is sluggish like a pool of stagnant water, and there is no interest in the conference and the local dogs on the chain. RWA and payment are rare tracks that continue to come up with new things, and the overall feeling is a bit "off the virtual to the real". In the RWA direction, the project I've been focusing on is Plume Network. They have actually made a lot of good progress in Q1, and I will pick a few important ones to talk about: 1) successfully TGE and listed on 40+ CEXs, and the price of the currency has maintained very well, and it has been listed on Binance Alpha and Contract; 2) Plume is the only investment in RWA from YZi Labs and Apollo, the latter of which has $730 billion in global assets under management; 3) Ranked alongside well-known DeFi projects such as ENA, ONDO, PENDLE, etc., and included in Grayscale's list of "assets under consideration"; 4) Nest, the flagship RWA vault product of the Plume ecosystem, has surpassed $50 million in TVL on the Ethereum mainnet. By the way, although they are both star projects in the RWA track, Ondo, as the core of the protocol, is to bring more assets to the chain, and Plume, as the core of the public chain, is to provide the ability to capitalize and distribute RWA assets, and there is also a lot of misalignment cooperation between the two. Although it has not yet been mainnet, Plume has already made these important developments and industry collaborations, which also shows the strong interest in RWA. So one of the most important things to look forward to is the launch of the mainnet of @plumenetwork. Finally, Plume Foundation's tweet from the previous two days revealed that the first phase of airdrop claims has been suspended. The Plume mainnet is coming. This will be a major milestone for the Plume project! For investors, the launch of the mainnet means that the practical value of PLUME will gradually be reflected, the first is that all transactions need to use $PLUME as a gas fee; In addition, judging from the screenshots revealed by the official, $PLUME can also be used for staking. This also benefits the long-term appreciation potential of $PLUME. I've covered the fundamentals of Plume Network before, and it's very good overall ( There is an opportunity to achieve the convergence of retail demand + institutional-grade assets, ushering in a new era of RWAFi powered by RWA.