Mr.Bai 白先生
投研、二级行情分析博主丨17年入圈丨E卫兵总部创始人丨20年开始定投 $BTC 24年公开逃顶丨CyRunner @cysic_xy 丨ED : @TheoriqAI @SuiNetwork @wardenprotocol @arbitrum
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Stock traders hope for a bull market, and the crypto community hopes for a bull market too!
The movie "Bull Market" initially made only a few thousand at the box office, but suddenly went viral in reverse thanks to netizens playing with memes, curiosity, and derivative creations.
When no one is discussing it, it might be worthless; when everyone starts talking about it, the price itself becomes a carrier of attention.
This is true for Memes and bull markets alike!
First comes attention, then consensus; once consensus is reached, only then do people start researching value.
Looking at the latest July exchange report from @CoinDesk, what's impressive is that @Gate_zh ranked fourth globally in CEX market share for both spot and futures markets!
🌟 Spot trading volume: $35.8B
🌟 Spot market share: 4.93%｜Ranked 4th
🌟 Futures trading volume: $276B
🌟 Futures market share: 9.08%｜Ranked 4th
Moreover, the CoinDesk report directly concludes: Gate ranked 4th in combined spot + derivatives trading volume in July.
From the perspective of exchange competition, what I care about more is not the volume on a single day, but whether it can maintain market share even when the market is low volatility and overall volume shrinks!
Honestly, the overall market in July was not very active—CEX spot trading volume dropped 31.2% month-over-month, and derivatives trading volume also fell 21.9%.
In such a market environment, Gate still managed to hold steady market share in both the core spot and futures markets and entered the top 4 in combined trading volume. I think this ranking is quite solid!
我之前在 base:0x19e8d59ff3d7a31289e0dc04db48d43b02c7ffa6 上线币安Alpha之前就写过 @cysic_xyz 相关的文章！
Cysic 想做的事情，就是把“闲置的算力”变成一种可以赚钱、可以流通的资产。
➤ 简单来说Cysic 的模式
🌟 把 GPU 接入网络 → 提供算力 → 别人使用你的算力 → 你获得收益
➤ 现在？
🌟 @Cysic_CN 不仅没有懈怠老本行，币价也比较稳定，甚至在这波AI热度中，他们也抢占时间窗口，上线 CyOps Desktop ！
🌟 这个可以理解为多个Agent的聚合，类似我们的Codex, 只要我们有想法，从应用、网站、游戏，或其他任何东西，都用 CyOps 构建它！
如果你也感兴趣可以去用一下，毕竟项目方真的在做事！
Regarding the post about the $1.7 million theft on the @Gate_zh platform, the situation is still unfolding.
I have also seen many users in the discussion groups who still support Gate.
Today, Gate CEO @Han_Gate gave a direct response: lawyers have been dispatched to the scene to cooperate directly with the police investigation, and they will actively assist the police in uncovering the truth!
If it is ultimately confirmed that the issue lies with the Gate platform itself, the related responsibilities will be fully compensated! From the current response, at least it feels like Gate is handling this matter proactively.
I think in the end, who is at fault should be determined by the evidence and investigation results!
After all, what users worry about most is the security of their funds, which will always be the most important bottom line for any trading platform!
Dr. Han
A lawyer has already been arranged to cooperate directly with the police on-site to investigate the root cause of the client information leak, track the hacker's funds, freeze related accounts, and assist the police in uncovering the truth to recover losses. If it is Gate's issue, the related responsibility will be fully compensated!
最近很多人都在写@velvet_capital 的文章，虽然也是为了冲 YZi Labs Amplify S1 创作者排行榜，不知道他们的产品兄弟们有没有用过？
➤ 使用场景
🌟 特别是兄弟们打MEME的时候，就可能遇到机会在 A 链，资金却在 B 链的情况，而Velvet 就可以提供完整的全栈交易体验。
🌟 但是Velvet 不只是把不同链上的交易聚合到一起，而是在尝试把 AI、链上数据、交易执行和资产管理放进同一个交易体系。
🌟 比如现在Velvet 已经把 Perps 接入交易终端，并通过 Hyperliquid 提供永续合约交易，这样你只要发现机会，做多/做空，不需要再切换一堆工具，对日内交易者来说，这一点其实非常重要的！
▪️▫️▪️▫️▪️▫️▪️▫️▪️▫️▪️▫️▪️▫️▪️▫️▪️▫️▪️
➤ 怎么玩？
现在有一个比较值得关注的是Velvet Perps Trading Competition 的活动！
🌟 直接放出了 75,000,000 GEMS 奖励池，而且不是只奖励一种交易方式：
➟ PNL Pool —— 拼盈利能力
➟ Volume Pool —— 拼交易量
🌟 也就是说，你可以通过交易做得准获得奖励，也可以通过交易做得多参与竞争，而且两边都有资格。
所以如果你本身就在做 Perps，这一轮我觉得可以重点关注一下。
Velvet | SocialFAI
The Velvet Perps Trading Competition is LIVE & 75,000,000 GEMS are on the line
Two pools. One deadline. Top traders take home the biggest rewards of the epoch
Trade sharp for PNL, trade often for Volume... and you're eligible for BOTH
Ends August 9. This is your last shot before Epoch 11 drops 2.7M $VELVET (over $1M in rewards) on August 10
The arena's open. LFG.
读完这篇《The $763.9 Million Shift》，一方面和我们的创始人 Leo @leofanxiong 解释了为什么仅靠审计是不够的！
另一方面，我最大的感受是觉得Web3 的安全问题，也在发生根本性的迁移！
Q2 2026，67 起安全事件造成 7.639 亿美元损失，更值得警惕的是，超过 88% 的损失来自密钥、签名者和基础设施的攻陷，而不是智能合约本身的漏洞！
➤ 为什么仅靠审计是不够的？
🌟 因为审计本质上是对某一段代码、在某一个时间点的安全评估。
🌟 它并不能天然覆盖，签名设备、云端基础设施、CI/CD 流程、权限管理、第三方依赖、后续升级等等！
🌟 换句话说，审计证明的是“代码在当时可能没问题”，但不代表整个系统在未来一定安全。
🌟 当智能合约越来越成熟，攻击者自然会寻找新的突破口，如果正面攻破代码越来越难，那就绕过代码，去攻击密钥、基础设施、权限和人为操作。
所以Web3 的安全思路也必须升级：从 “审计之后再上线”，走向 “从设计之初就具备可验证的安全性”。
这也是我理解的 @cysic_xyz 的价值所在！
我认为，从相信，当确实验证系统没问题，这可能才是 ZK 和可验证计算在 Web3 安全领域真正值得期待的方向。
Brothers, @dappOS_com's update speed is really a bit crazy, basically delivering a new SOP every few days!
Remember last time I used xBubble to help me make a prediction market website and poster, now I directly coded a real-time virtual person on xBubble.
The key point is not just the video, but that this virtual person can interact with voice in real time and communicate like a live broadcast.
You say something in the chat box, and it can respond in real time. The whole process doesn't require a real person on camera, nor is it a pre-recorded video!
➤ So how can this thing actually make money?
🌟 This is actually quite suitable for Web2, the virtual person can live stream 24 hours according to a script, perform actions in real time, do funny stuff, AI live stream selling courses...
🌟 Maybe in the future, you can directly create an "AI Plaza," where different virtual people each start their own streams, receive users, chat, and sell products?
🌟 For example: prophets, African sisters, virtual anchors, AI teachers... as long as you can write an SOP, AI can help you run that character.
Before, one person doing content, live streaming, and products needed photographers, anchors, programmers, operators...
Now OPC might only need: one person + AI + an idea! This might be the truly interesting part of OPC as I understand it!
白先生ETH
Brothers, last time I used @dappOS_com's xBubble to create a prediction market website, and the whole process took about 10 minutes to code!
In the past, building a website required finding programmers, product managers, UI designers, and lots of back-and-forth communication.
Now, with just one person + AI, you can quickly validate your ideas.
Actually, this trend is no longer just about Web3; many successful cases have emerged in traditional industries.
From graphic design, US stock buy-side research reports, e-commerce applications, AI companions, prediction market trading, contract arbitrage, to mainstream coin technical trading, AI is increasingly taking over more specialized tasks!
More importantly, their iteration speed is really fast; commonly used features are updated almost every few days with highly refined SOPs!
Many processes that used to require half a day of research can now basically be completed with just a few clicks, lowering the learning curve.
This is a huge help for someone like me who works on prediction markets. Besides helping me build the website, xBubble also helped me produce selling points and posters!
Honestly, I barely gave any detailed instructions; many things I hadn't even fully figured out myself!
It not only organized the product's selling points but also created promotional posters, even considering materials needed for different sizes and scenarios in advance. The attention to detail is really impressive.
Recently, they can even directly build and deploy a real-time Robinhood Chain token leaderboard website, using on-chain real-time data instead of a hardcoded token list!
This has been quite popular lately, and I've been using it well. I'll keep following it～
