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Haotian | CryptoInsight
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独立研究员| Researcher | 以技术和商业视角解读区块链前沿科技 | ZK、AI Agent、DePIN ,etc | 硬核科普 | Previously：@ambergroup_io | @peckshield | DMs for Collab ｜ 社群只对Substack订阅会员开放
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Haotian | CryptoInsight
Here's the translation: Looking at it, the ecosystem strategy of @plumenetwork after mainnet launch has some notable points: 1) The dual-wheel drive strategy of RWA DEX + yield aggregator is quite smart. @roosterprotocol specializes in the RWAFI track, and the AMM architecture based on MAV Protocol can provide more precise liquidity control, with the ve(3,3) model being the mainstream approach for DeFi yield optimization. 5M TVL with 34.8M monthly trading volume shows a considerable turnover rate, indicating good capital utilization efficiency. 2) @roycoprotocol's "second-layer amplifier" design is interesting. Users first mine YAP on Rooster (tokens obtained by depositing nALPHA + pUSD into liquidity pools), then throw YAP into Royco to continue mining PLUME, essentially stacking the yield of the same funds twice. The 34.3M TVL also confirms the market's recognition of this approach. This "nested" yield strategy essentially uses $PLUME's inflationary rewards to cold-start the entire DeFi ecosystem, enhancing user stickiness through multi-layer incentive mechanisms. Note: This is an officially supported yield aggregator. While the RWA track is still in its early stages, it is indeed the inevitable path for traditional finance to migrate on-chain. The key now is whether enough application scenarios can be built at the RWA infrastructure level, with continuous yield mining attractiveness being the first step. However, the "mine-withdraw-sell" ecosystem maintained by nested models poses significant challenges to the main token's price stability. Compared to other mature DeFi protocols, the Plume ecosystem is still a newborn and needs more time to be verified.
Arya@羊姐社区
@Arya_web3
06-24
$PLUME 主网已经上线，对于一个公链来说，主网上线后首要任务就是发展生态， 主打的DEX是 @roosterprotocol 和 @roycoprotocol ，看下这两个DEX的基本情况： 1、Rooster Protocol - RWA DEX @roosterprotocol ：运行在 @plumenetwork 上的 专属 RWAFI DEX 平台 ，构建于 @mavprotocol AMM
RWA
2.19%
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Haotian | CryptoInsight
06-22
B3's investment in Andromeda Insights and the launch of B3PC marks a significant strategic leap from a pure software gaming platform to an integrated software and hardware ecosystem. Previously, when analyzing the @b3dotfun business model, it was mentioned that B3 aims to solve the "island isolation" problem of gaming platforms. Now, B3's solution appears clearer: not only to achieve interoperability between games through GameChains at the software level, but also to provide native Web3 gaming experiences for "serious gamers" at the hardware level. This "having it both ways" approach is indeed very Coinbase-style - direct, pragmatic, and bold in betting on future tracks. What are the benefits? 1) At the experience level, it solves the current disconnection between hardware devices and on-chain needs in Web3 games, manifested in players constantly switching between high-performance gaming experiences and Web3 functions, creating a strong sense of fragmentation. B3PC's built-in hardware wallet, military-grade encryption, and self-destruct drive essentially integrate Web3 gaming needs previously scattered across different devices and software at the physical level. 2) In terms of business revenue, it builds a complete value chain from hardware sales to game ecosystem. B3 can acquire users through hardware and then retain and monetize through GameChains, creating stronger user stickiness and higher LTV. Hardware sales alone can directly bring in millions of dollars in annual revenue for B3. However, hardware business's capital occupation, supply chain management, and channel deployment are not the strengths of Web3 native teams. Andromeda Insights' experience in the gaming PC field happens to complement this. Looking at a macro level, mining machines went through a specialization process from CPU to GPU to ASIC in earlier years. In my view, the emergence of B3PC will also be an important trend in the Web3 Gaming track: transitioning from dependence on traditional hardware ecosystems to large-scale application of dedicated gaming hardware.
B3
@b3dotfun
06-17
B3 has made a strategic investment into Andromeda Insights, one of the fastest-growing custom PC companies in gaming. together, we’re launching the B3PC. a first of its kind machine, with power for serious gamers and security never before seen. 🧨 self-destruct drive 🔒
B3
0.08%
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Haotian | CryptoInsight
06-21
Thread
Here's the translation: Many people view @VitalikButerin's emphasis on ETH as a "world ledger" as a completely new strategic adjustment, but in fact, this transformation was completed the moment EIP-1559 went online. The 50% exclusive share of stablecoins on ETH only reinforces its positioning as a financial settlement layer. Let me explain in detail: 1) The core of EIP-1559 is not about reducing gas fees, but redefining the value capture mechanism of the ETH mainnet, establishing a new model where ETH no longer captures value through increased transaction gas consumption. Previously, all transactions (DeFi, Non-Fungible Token, GameFi, etc.) were crowded on the mainnet, causing significant ETH gas consumption, with nearly thousands of ETH burned daily in 2021. At that time, the ETH mainnet was congested, and Layer 2 had to join the gas war when submitting batch data for verification on the mainnet, with high and unpredictable costs. But EIP-1559 changed the game rules: After introducing a predictable base fee mechanism, the batch submission cost for Layer 2 on the mainnet became stable and controllable. This directly lowered the operational threshold for Layer 2, allowing more Layer 2 to rely solely on ETH for final settlement. On the surface, EIP-1559 facilitated Layer 2, but actually deeply transformed ETH's value capture logic: from a "consumption-based growth" dependent on high-frequency mainnet transactions to a "tax-based growth" dependent on Layer 2 settlement needs. 2) According to defillama data, the global stablecoin total market value currently exceeds $250 billion, with ETH occupying a 50% share, which has not decreased but increased after EIP-1559's launch. Why can ETH attract such capital? The answer is simple: an irreplaceable security premium. Specifically, USDT has $62.99 billion deposited on ETH, USDC has $38.15 billion. In comparison, Solana has only $10.7 billion in stablecoins, and BNB Chain has $10.4 billion, which together don't even match a fraction of ETH's amount. 3) When ETmainnet focuses focus on being a "central bank" level settlement layer, the strategic positioning of the entire ETH ecosystem becomes clear: Base, Arbitrum, Optimism handle high-frequency transactions, while the ETH mainnet focuses on final settlement, with clear and efficient division of labor. Each settlement from Layer 2 back to the mainnet continues to burn ETH, making thisdeflation flywheel spin faster. [The rest of the text continues follows the same translation principles]
ETH
0.47%
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