# Yolo's Newsletter

## Recent Posts

- [去中心的布蕾斯顿森林--BTC与黄金相互铆钉的背景](https://paragraph.com/@0xyolo/%E5%8E%BB%E4%B8%AD%E5%BF%83%E7%9A%84%E5%B8%83%E8%95%BE%E6%96%AF%E9%A1%BF%E6%A3%AE%E6%9E%97-btc%E4%B8%8E%E9%BB%84%E9%87%91%E7%9B%B8%E4%BA%92%E9%93%86%E9%92%89%E7%9A%84%E8%83%8C%E6%99%AF): 黄金起舞之下未来的货币秩序。
- [关于CEX的一些感受202408](https://paragraph.com/@0xyolo/%E5%85%B3%E4%BA%8Ecex%E7%9A%84%E4%B8%80%E4%BA%9B%E6%84%9F%E5%8F%97202408): CEX看成“交易所”会面临极大的挑战，不如暂时视为CeDeFi，类似于一个为BTC服务的实体营业部。从确定性角度讲，虽然我们不知道BTC的占有率会不会持续提高，但是BTC相关的市值和交易量应该是稳步上升的。围绕着这个热点的用户，交易量，资产托管量，都会稳步提升。
- [AI时代的流量变革202407](https://paragraph.com/@0xyolo/ai%E6%97%B6%E4%BB%A3%E7%9A%84%E6%B5%81%E9%87%8F%E5%8F%98%E9%9D%A9202407): 边缘侧上行流量机会
- [Alter-L2 ECO Operation Strategy Proposal](https://paragraph.com/@0xyolo/alter-l2-eco-operation-strategy-proposal): what we learn from PDD
- [Status Bus Structure — The View On Depin](https://paragraph.com/@0xyolo/status-bus-structure-%E2%80%94-the-view-on-depin): how to trust in Depin

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