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关于CEX的一些感受202408
Yolo's Newsletter
Aug 26
交易所的业务来源1. 现货。2. 期货。3. 质押。以coinbase的收入来源来看,50%的零售用户收入,30%的质押利息收入,机构业务4%,10%的链上。从交易所过往的经历来看:期货最容易起量,核心的指标是MM深度;现货最难增长,但底盘相对稳固,业务有很强韧性,核心指标...
关于CEX的一些感受202408
Yolo's Newsletter
Aug 26
交易所的业务来源1. 现货。2. 期货。3. 质押。以coinbase的收入来源来看,50%的零售用户收入,30%的质押利息收入,机构业务4%,10%的链上。从交易所过往的经历来看:期货最容易起量,核心的指标是MM深度;现货最难增长,但底盘相对稳固,业务有很强韧性,核心指标...
Yolo's Newsletter
Jun 18
Status Bus Structure — The View On Depin
Author:Yolo Shen@Foresight VenturesTraditional computers consist of five parts: Computer, Memory, Controller, Bus, I/O. Looking at the development of...
Yolo's Newsletter
Jun 18
Status Bus Structure — The View On Depin
Author:Yolo Shen@Foresight VenturesTraditional computers consist of five parts: Computer, Memory, Controller, Bus, I/O. Looking at the development of...
Yolo's Newsletter
Yolo's Newsletter
Yolo's Newsletter
Jun 19
Alter-L2 ECO Operation Strategy Proposal
","version":"1.0","provider_name":"Google Docs","thumbnail_url":"https://lh7-us.googleusercontent.com/docs/AHkbwyLRMhdvMyAqn_hAXOnATyryrJP10j_6f-blqY...
Yolo's Newsletter
Jun 19
Alter-L2 ECO Operation Strategy Proposal
","version":"1.0","provider_name":"Google Docs","thumbnail_url":"https://lh7-us.googleusercontent.com/docs/AHkbwyLRMhdvMyAqn_hAXOnATyryrJP10j_6f-blqY...
AI时代的流量变革202407
Yolo's Newsletter
Jul 31
围绕端侧上行流量痛点,构建可信数字底座模组生态The Coming Future We Face问题一:端侧上行流量的成本应该有谁承担?如何降低用户门槛问题二:如何保证端侧上传数据的真实性,避免模型收到垃圾数据污染?How to solve the question?细数AI为物联网带来的变化,围...
AI时代的流量变革202407
Yolo's Newsletter
Jul 31
围绕端侧上行流量痛点,构建可信数字底座模组生态The Coming Future We Face问题一:端侧上行流量的成本应该有谁承担?如何降低用户门槛问题二:如何保证端侧上传数据的真实性,避免模型收到垃圾数据污染?How to solve the question?细数AI为物联网带来的变化,围...
Written by
Yolo
Written by
Yolo
Yolo's Newsletter
Oct 19
去中心的布蕾斯顿森林--BTC与黄金相互铆钉的背景
黄金越高,BTC比价越贵,U的势力范围越广。奥尼尔越具有统治力,姚明就相比历史定位更高,tether买BTC和姚明捧奥尼尔很类似。在合规与去中心化张力下,构建一种“链上黄金”为锚的多极共存金融秩序,其犹可为。
Yolo's Newsletter
Oct 19
去中心的布蕾斯顿森林--BTC与黄金相互铆钉的背景
黄金越高,BTC比价越贵,U的势力范围越广。奥尼尔越具有统治力,姚明就相比历史定位更高,tether买BTC和姚明捧奥尼尔很类似。在合规与去中心化张力下,构建一种“链上黄金”为锚的多极共存金融秩序,其犹可为。