coinX.eth retweeted
【 $BTC 四年周期系列 81】
2012橙蓝金叉：41天后到牛市复苏顶
2015橙蓝金叉：44天后到牛市复苏顶
2019橙蓝金叉：44天后到牛市复苏顶
2023橙蓝金叉：22天后到牛市复苏次顶
2026：今日刚叉
┌── 🐼 指标详情 ──┐
黑线：比特币价格
橙线：比特币矿工收入30日均线
蓝线：比特币矿工收入365日均线
【 $BTC 四年周期系列 80】
2012减半前：橙线最高达到 2.3 (对应小牛顶)
2016减半前：橙线最高达到 2.1 (对应小牛顶)
2020减半前：橙线最高达到 2.3 (对应小牛顶)
2024减半前：橙线最高达到 2.3 (对应小牛顶)
┌── 🐼 链上数据详情 ──┐
黑线：比特币价格
橙线：比特币MVRV (剔除>7年未动BTC)
coinX.eth retweeted
When Brantly was cancelled over 4 years ago, anyone else in his shoes would have stopped working on ENS on the spot.
Instead he decided to continue to work on improving ENS and he continued to make a huge impact on ENS and the Ethereum ecosystem.
If that situation was not enough to make Brantly quit, the fact that he's moving on from ENS now really shows how dire the situation is this time around.
Thank you @BrantlyMillegan and the rest of your team for your work over the years, I do hope to see you all continue to build other projects in the space 🫡
the .eth comes off, the end of a chapter for me
I have decided to move on from ENS, given recent events and other reasons. I'm grateful for my time with ENS and I wish everyone well going forward
This includes winding down @ethidorg. I and my incredible teammates are open to new opportunities, DMs are welcome. My team has been amazing! Any of them would make a great addition to your team: @0xthrpw @encrypteddegen @sat_eth @jalilwahdat @quantumly 🔥
Re our projects like @grailsmarket, @ensmarketbot, @efp, etc: Thank you to all of our users, we appreciate you! Most of these projects will sunset over the next few weeks (tho code remains open source), more information will be posted later
Godspeed everyone 🤝
coinX.eth retweeted
You say the DAO has wasted money and needs better governance over the money. *Everyone actually agrees with this.* The DAO has already cut its 3 Working Groups down to 1. SPP has a budget % cap and is using a different mechanism for picking projects to fund this year.
Then there's the elephant in the room: Labs gets about 2/3rds of the current spend. Labs doubled its budget 1.5 yr ago to do Namechain, didn't deliver (even ENSv2 hasn't shipped amazingly), and hasn't cut your funding to reflect that.
And then there's the Foundation board proposal. There is *consensus* around expanding the Foundation and putting them in charge of budgeting. This has been talked about extensively in the last 7-8 months. And everyone - Labs and non-Labs people - says they think the board should be independent and hold accountable any organization that receives money.
Months ago Katherine first proposed a Board that would have 2 Labs people, 3 "independent" people *chosen exclusively by her*. It would set budgets that the DAO would approve each year (treasury staying with the DAO). I and many others said this board certainly doesn't appear independent, and legitimacy matters. We said: how about Nick gets a permanent seat (respecting his position as the creator), and the other 4 people are chosen by the DAO in an open process. Katherine can still propose her people, but other people can too. It would give legitimacy to the process. This was months ago.
Months go by, nothing from Katherine. Then suddenly without warning she posts her current proposal: Still a board entirely chosen by her, and now the treasury actually goes to them (that's new!), and Nick is delegating 3m tokens to force it through with no discussion whatsoever. Whoa!
In other words, Nick is going to unilaterally vote to give the treasury to an organization Labs controls while still falsely claiming the board is independent. Sure seems like the last 6 months of good faith discussions about and independent board and accountability were in bad faith and a waste of time.
So your whole framing of "we just want better governance, DAOs don't work, why is everyone against that" is simply false.
Not to mention: All ENS metrics have been down only since 2022. ENS didn't even get a significant bump in 2025. Annual revenue is currently about half of what even just Labs gets. ENS needs radical leadership change to get out of its death spiral. Right now we're seeing the primary leadership that has led this poor performance get more entrenched.
coinX.eth retweeted
美股AI超级周期轮动全节奏，给兄弟们捋一遍
现在的资金已经不是在炒AI了，是在沿着产业链，一层一层往下轮。
第一波炒芯片，
第二波炒存储，
第三波炒光通信，
现在正在猛攻算力和数据中心。
下一个是谁？
给兄弟们捋一遍。
第一波主线：半导体
NVDA，英伟达，AI GPU绝对核心。
ARM，CPU架构底层。
AMD，GPU加CPU双核玩家。
AVGO，博通，AI网络加ASIC芯片。
INTC，英特尔，在追赶。
这波是AI革命的开端，资金最先涌进来。
第二波：存储芯片赛道
MU，美光，HBM核心受益。
WDC，西部数据。
STX，希捷。
SNDK，闪迪。
算力暴涨，存储需求跟着暴涨。
HBM价格涨60%，产能排到2028年。
第三波：光模块和光通信赛道
NOK，诺基亚，通信设备。
LITE，Lumentum，光通信组件。
COHR，Coherent，光电激光器。
AAOI，AOI，光模块。
GLW，康宁，光纤。
CIEN，Ciena，光网络。
MRVL，迈威尔，数据中心互联。
数据中心之间要传数据，800G、1.6T光模块需求爆发。
当下资金正在扎堆猛攻：算力和AI数据中心
IREN，AI算力。
CIFR，Cipher Mining，挖矿转AI算力。
WULF，Terawulf，能源加AI算力。
CORZ，Core Scientific，AI基础设施。
NBIS，Nebius，AI算力云。
CRWV，AI数据中心。
P，Pinterest，AI应用。
这是当下最热的方向，资金在猛攻。
接下来大概率轮动爆发的方向：
01）原材料和稀土赛道
MP，MP Materials，稀土。
USAR，USA Rare Earth，稀土。
UUUU，Energy Fuels，铀和稀土。
FCX，Freeport-McMoRan，铜矿。
AA，美国铝业。
AI数据中心是吞电怪兽，原材料和稀土是供给瓶颈。
02）网络设备赛道
ANET，Arista，数据中心交换机。
AVGO，博通。
MRVL，迈威尔。
CSCO，思科。
03）电源和电网和温控散热赛道
VRT，Vertiv，数据中心电源和冷却。
ETN，伊顿，电源管理。
GEV，GE Vernova，电力设备。
CEG，Constellation Energy，核电。
SMR，NuScale，小型核反应堆。
OKLO，Oklo，核电。
AI数据中心的电力需求暴增，核电和电网设备是长线方向。
04）太空航天赛道
ASTS，AST SpaceMobile，卫星通信。
RKLB，Rocket Lab，商业火箭。
LUNR，Intuitive Machines，月球着陆器。
PL，Planet Labs，遥感卫星。
05）国防军工和无人机赛道
KTOS，Kratos，无人机和国防。
AVAV，AeroVironment，无人机。
ONDS，Ondas，无人机系统。
LMT，洛克希德马丁，军工巨头。
06）机器人和自动驾驶赛道
TSLA，特斯拉，自动驾驶、机器人。
PATH，UiPath，RPA机器人流程自动化。
SYM，Symbotic，仓储机器人。
SERV，Serve Robotics，配送机器人。
AI超级周期，节奏很清晰。
第一波半导体，第二波存储，第三波光通信，现在资金在猛攻算力和数据中心。
接下来，原材料、电网、核电、太空、军工、机器人，一个赛道一个赛道轮过去。
轮动不是让你每个赛道都追。
轮动是让你提前蹲在下一个方向，等资金来抬。
追涨杀跌的，永远是最后接盘的那个。
提前蹲好的，才是吃肉的那个兄弟们。
coinX.eth retweeted
222.eth 16e
100.eth 8.8e
lend.eth 8e
Joy.eth 3e
Yahoo.eth 3e
1666.eth 06e
9888.eth 08e
8181.eth 0.4e
9988.eth 0.6e
Comp.eth 0.15e
guo.eth 0.1e
It's already available on opensea and grails.app!
Price drops continue! Unless ETH goes to zero, ENS is expected to appreciate in value!
@grailsmarket @furyan_eth @BrantlyMillegan @opensea
coinX.eth retweeted
BIG week for new features on @grailsmarket!
➡️ Grails is the best @ensdomains manager & market, grails.app
✅ Grails Chat 💬
- Message any Ethereum account on the Grails app
- Easier negotiation between sellers and buyers
- Try it out: message me (brantly.eth) and say hi and i'll message you back! 🤝
✅ Comments 🗣️
- Public comments section on all name pages
- Name owner gets a notification!
✅ New ENS metadata service 🪪
- We built our own service to generate NFT images for ENS names
- Images should load much faster!
- Different colors for Registered, Premium, Available, Grace, w/ nice transitions
✅ Bulk Search page 🔎🔎🔎
- Grails has long had bulk search, up to 10k terms, built into the normal search
- This is a dedicated Bulk Service page with a large input box
- Find it in the More navbar menu, alongside Live Activity, Analytics, Leaderboard
coinX.eth retweeted
Can anyone with a ENS badge confirm the outcome of this scenario?
So if or when ENS decides to roll out ENS V2 with 1 month grace periods, What happens to names that are in Grace beyond that 1 month in the current version of ENS for example 35 days in Grace?
@nicksdjohnson @workem0n @mely_jpg @Helgesson_ @domicoeth @184eth @NancyNugent @yoginth @dhaiwat @katherinewu @saniyamore @taytems @gregskril @erni_eth @aurbelis @Jefflau @JamesJohnBeck @schmidsi @md_tanrikulu @HarrisBell @ValidatorEth @adraffy
@makoto_inoue @talbert_leon @ensdomains @ENS_DAO
coinX.eth retweeted
No one missed your table, but on the contrary, everyone noticed perfectly well that in an unreliable project, they are trying to suck more money out of them at a time...
nitter.gq/184eth/status/20473681…
coinX.eth retweeted
ETH will go back to 4500 and all the disillusioned people will start using .eth again
I was always here
MEGA 🫡
coinX.eth retweeted
The ENS Referral Program is offering up to 50% revenue share on .eth registrations and renewals.
Open to anyone: apps, wallets, creators, communities. Generate a referral link today or integrate directly into your app.
Program overview 👇 ensawards.org/ens-referral-p…
coinX.eth retweeted
Everyone posting "NFTs are back" today has never owned one.
I was on the Bored Ape Council. 2021–22. Inside the cult during the peak. I watched people turn $30k into $2M, and I watched the same people turn $2M into nothing.
I was one of them. $250k to zero in 2023. Every blue chip I held got halved, then quartered, then bidless.
The line most people repeat now is that NFTs died. They didn't. What died was the pretending. The 10k-project grift. The airdrop farmers. The celebrity drops. The "utility" that was just a Discord tier. The whole machine that only worked while liquidity was infinite and every JPEG had a greater fool underneath it.
What didn't die is the handful of collections where people actually wanted the thing.
Look at what's happening right now. BAYC to CryptoPunks floor ratio went from 5:1 to 3:1 in a week. No ATH narrative driving it. No airdrop pumping the bag. No roadmap announcement. No celebrity tweet. Just floors moving.
That's the signal. Everything else is noise.
The first cycle was mimetic. People wanted apes because other people wanted apes. Supply of tourists was infinite, so demand looked infinite. When the tourists left, 99% of collections discovered they had no actual demand underneath, just a queue of people waiting to flip to the next guy.
The collections bidding now are the ones where the queue was never the point. Where the holder base is the product. You can't fake that. You can only find out who has it after the music stops for two years.
Which is what just happened.
I lost a lot in 2023. What I learned is that the Lindy test for NFTs is silence.
If a collection can survive 18 months of zero narrative, zero airdrops, zero hype, and still have a floor it's real. If it can't, it never was.
Everyone about to chase this is going to buy the loudest comeback story. That's not the trade. The trade is the three collections that quietly held their floor through the worst of it. Those are the ones with holders, not renters.
This isn't new money coming in. It's old money coming back for the only thing that was ever real.
coinX.eth retweeted
🚨 ENS fam, the vibe is LIVE 🔥
Real-time renewals & registrations hitting VisionVibe.xyz right now — built exclusively for Vision community.
Watch the pulse of the .eth ecosystem drop in front of your eyes. No more guessing, just pure on-chain action.
Your @ENSVision bags deserve this level of clarity.
Go check it: visionvibe.xyz
What’s the current vibe looking like today? 👀
@VisionVibe_eth
#VisionVibe #ENS #ENSVision
coinX.eth retweeted
zero.eth currently holds 1% of @ENS999club collection
what a whale 👀 #ENS
🏛️ REGISTERED: 867.eth
For: $2,407.30 (1.03 ETH)
Minter: zero.eth
Category: 999 Club @ens999club
grails.app/867.eth
