wenlin

@717171

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一季度，黑石集团，美国银行，富达基金，同时加仓了微策略的股票，黑石是美国最大的另类投资机构，美国银行是美国最大还是第二大的银行，富达是美国最大的资管机构，微策略持有14万个btc。这三个机构同时买入微策略股票，7500万美金，也许只是巧合，不过也反应出巨头机构，也在考虑配置btc的事情了。

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缺了15年之前的大饼数据，不然13年btc涨幅肯定第一。

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项目三月大事件一览。

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Lens Protocol 🌿

Head to our booth at Eth Denver📍regenlandia, claim a POAP, and leave with more Lens knowledge and rare swag 🔥

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paradigm超级重仓LDO，a16z 重仓UNI。

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Lens Protocol 🌿

Find us at ETH Denver

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Did you know there's a list of Brazilian 🇧🇷 people, projects, and Portuguese speakers on #lens? 👇 https://lists.inlens.xyz/lists/830024255839797249 Know someone? Tag in the comments! 🫶

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分享本轮周期看好的一些小币： 1、Ldo 以太坊质押赛道龙头，经过了熊市的考验。 2、 SSV，丽都上游服务商。 3、OP，是以太坊二层生态领先项目，最好的arb还没发币。 4 、Magic ，是Arbitrum生态龙头之一。

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web3 social means only having to build your following once. and having your followers continue to grow across the entire ecosystem of apps and future apps forever without having to do…

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当年的主流币，现在还能保住这个称号的基本上就剩比特币了

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按照Btc的主流叙事逻辑，木头姐把Btc的估值分为数字黄金、机构投资、汇款资产、经济结算网络、对冲资产等等。并对Btc在每一个大类资产渗透率做了一个预测，按熊市、中性、牛市三档不同价格计算： 2030年，Btc在熊市价格25.8万刀，正常价格68.2万刀，牛市价格148万刀。

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Btc 2030年破100万美金是怎么回事？很多媒体报道，方舟资本的木头姐，鼓吹Btc100万刀一枚。木头姐的基金偏好成长，类似VC的打法，和早年的张磊很像，重仓下注未来，基金投资的版块包括新能源、区块链和人工智能。木头姐认为Btc达到100万刀，也并非满嘴跑火车，而是用通用的行研手法做的预判

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DeFi developers - the @gho docs & SDKs are live for building on Goerli Testnet 👻 - GHO & Aave V3 Contracts & Source Code - GHO JavaScript SDK - Learn GHO tutorial -…

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听说zksync要发币啦啦😁

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弱水三千只取一瓢

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弱水三千只取一瓢

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弱水三千，只取一瓢

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