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Crypto vs Stocks: The New Battle for Global Liquidity （加密市场VS美股：全球流动性争夺战） x.com/i/spaces/1PKqrrlnljeGb

去迈阿密参加了Consensus大会，几乎没什么中国人 以下是Crypto西方的状况： 共识在哪？ Zcash是美国的新共识，naval a16z multicoin，至于为什么我会单开一个帖子/视频来讲，估计短期不会结束 公链 - 在把Monad/megaeth 对标成当年sui/aptos双雄，钱都很多，各有优劣。谁是 - Canton的钱很多，但是圈子很难混，因为压根就不是crypto圈子，都是华尔街的人 - Upbit l2最近讨论的很多，但是大家预期普遍一般 - Tempo在币圈没什么动静，paradigm已经在玩更高维度的游戏了 - Sol在找方向，但是看起来没找到特别合适的方向 Perpdex： - Hyperliquid活动还是很火热，但是见不太到hype的人。现在美国对hype的价格有比较多的分歧，后面单独写一篇来讲 - perp dex现在是人手一个，每家交易所、每个稳定币、每个链都、每个MM都想做一个perp dex 老牌CEX： - Coinbase账上有很多钱，但是不会玩degen游戏，也不需要玩degen游戏，看不上这点钱 - Kraken很会玩，跟的很快，Nado肯定行 - OKX，Bybit，Bitget都在很努力的做美国合规市场。Bitget CEO去演讲都带保镖了，这是在美国文化里地位的象征 新的变种交易所（trading terminal交易前端）: - 各种Trading terminal和ai trading的变体，Genius，vergex，tplus，liquid等 - 美国的perp快要合规了，这其实是个大机会。你们敢想象之前美国人都不能加杠杆炒币或者去做空炒币吗 DAT: - Strategy在大量搞生态项目，BTC还在加杠杆过程的早期阶段，举例就是 @saturn_credit RWA: - 接下来1-2年最重要的趋势，最近起来了大量的RWA资产，带头的是各种股票perp、startup perp VC： - 亚洲VC彻底死完了，Yzi还在积极出手（但是yzi不能算是亚洲vc），demo day搞得很好，项目还是不少的。能看到一些很好的项目，比如 @renaissxyz - 西方Crypto VC募资压力很大，a16z搞了个大的是因为他们是a16z - 其他西方VC各有各的死法，有的死在完全不会玩本周期的山寨币游戏，有的死在乱投二级乱投DAT MM - 主动MM游戏也蔓延到了西方，但是founder有坐牢风险，加上信任问题推进程度都一般 - 很多合规的被动MM目光都在转向预测市场 挖了很多的坑，之后准备做视频来讲内容了，表现力更好也说得更明白

Few snaps from day 1 at Miami Consensus 2026 @Consensus2026 Met some sharp minds, had real conversations, and felt the kind of energy you don’t get online 😍 Ready for day 2, see you there? 👀

📢 IT'S OFFICIAL: We will be at Consensus Miami 2026 this year. CoinW is proud to join @consensus2026 as a Block Sponsor! 💜 Meet us at 📍 Booth 1607 for sharp market insights, exclusive conversations, and next-level networking. Let's keep the momentum going! 👏 #Consensus2026

Initial Listing $BASED @BasedOneX 🔸 Deposit available: Mar 30 10 AM UTC 🔥 Join the BASED bounty program and share a 13,000 USDT reward! Learn more: bit.ly/483NCb3

New Listing $Backpack @Backpack 🔸 Listing time: Mar 24, 4 AM UTC 🔥 Join the Backpack bounty program and share a 13,000 USDT reward! Join now: bit.ly/4lRjXrp

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Join us for an exclusive WTalk Space AMA as we break down how Dash is powering real world payments 🚀 From everyday transactions to global adoption, this is digital cash in action. 🥳 Hosted by @MKCoinW 🎙️ With @TheDesertLynx @DariaChernozub 🗓️ Mar 6th, 3:30 UTC 🍿 Tune in: bit.ly/4siaxXP 🎁 Extra bonus: $50 reward for 5 lucky listeners! ✅ Follow @CoinWOfficial RT ❤️ ✅ Drop your CoinW UID ✅ Tag 3 friends who still think crypto isn't usable

CNY Wishes

After a month of open Beta optimising we are now officially live! More than 18.000 checkins and 8000 reviews battletested our mobile app! Available for download on iOS, Android and @solanamobile Let's get into it 🧵

My First Space, Set a REMINDER!

You trade all Bonk.Fun token in @GemWOfficial by @CoinWOfficial

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This holiday, make every W a Win! 🎊 🎅 If you’re holding a Christmas wish in your mind, say it out loud and let CoinW hear you. 💜 Drop your Wish & CoinW UID 💜 Join with hashtag #CWish & #Christmas 🎁 1,000 USD in DOGE is up for grabs for the lucky winners!

Join us for an exclusive AMA with WTalk Space as we dive into the Fusaka Upgrade and discuss whether Ethereum and L2s are finally cracking the code for mass adoption. From scalability breakthroughs to real-world impact, we unpack what’s next for the $ETH ecosystem. 🎙️ With @chevpr, @DMSKwak, @0xkatz and @Pigi_Pal 🗓️ Dec 23rd, 10:00 UTC 🍿 Tune in: bit.ly/4pNrbOj

🎙️ #GemW WTalk — Meet $MOMO The first female Shibe Inu 🐶✨ Calling all @Momo_bonk $MOMO holders 👀 Real talk. Live voices. Pure community energy. 🗓 Dec 23 · 2:00 PM UTC 🔊 Join the Space: twitter.com/i/spaces/1kvJpMO… 💰 10 Winners × $10 $MOMO How to Join: 1️⃣ Follow @GemWOfficial & @Momo_bonk 2️⃣ Like RT Tag 3 friends 3️⃣ Join TG: t.me/GEMWOFFICIAL 4️⃣ Comment with TG screenshot Space listening screenshot 🔥 memes • alpha • vibes Be there when the room heats up 🚀 #CoinW #WTalk #Airdrop #solanamemecoin

A new era of mobile finance is coming to Xiaomi's global user base. A next-gen finance app powered by Sei and designed for stablecoin payments, will be integrated into the Xiaomi mobile ecosystem, coming pre-installed on new devices. Money made instant — built into your phone.

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