一个能够正常使用无制裁的屏蔽池对 ETH 来说太重要了，在原生屏蔽池出来之前，ZAMA 能把握好增长机会就好。

Name & Symbol: Zama ($ZAMA)
Address: 0x6907a5986c4950bdaf2f81828ec0737ce787519f

Confidential DeFi 正在出现，这只是一个开始。 通过 @zama 协议在以太坊上原生的把 USDC 变成 cUSDC，让持有者可以保密地屏蔽、转移和持有资产，让 Defi 用户的链上隐私得到保护，多年的 FHE 技术终于落地进入真实的 Defi 而不是演示的 Demo 了。 期待更多协议的集成，也期待 cUSDC 规模的增长。

Name & Symbol: Mind Network ($FHE)
Address: 0xd55c9fb62e176a8eb6968f32958fefdd0962727e

SpaceX ≠ Doge 代币化美股 ≠ ONDO OpenAI -> WLD

Name & Symbol: Ondo ($ONDO)
Address: 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3

原来上周那个项目 TGE 了，58m， 看起来是软 RUG，连个 Alpha 都没去争取。 FHE 一路吃亏！

Name & Symbol: Mind Network ($FHE)
Address: 0xd55c9fb62e176a8eb6968f32958fefdd0962727e

CEX 里劣币驱逐良币，搞流量彩虹屁驱逐实干聪明钱，都在盯着仓位互不接盘，涨了就早买了跌了就早卖了，一问装哑巴不问保密局。 RWA 引入杀死的是所有山寨，老黑确实也没说错，把山寨当软件，只是没人用了而已，谁还在意切水果和神庙逃亡。

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Hello friends. Now I want to write a few things about @zama. Generally, I avoid FUD and negativity, but the situation is very different. Even though I participated in the Zama OG program and made a profit, I'm going to make this criticism. @randhindi , I have a few questions, and I want you to answer them transparently. You say you've been developing the project for years, and you sold tokens to VCs for 1-2 billion dollars. You raised 130 million dollars (supposedly). You manipulated users into bidding 0.08-0.1 in the public presale by creating FOMO. You set the public sale at 0.05 and raised 55 million dollars. You raised another 15 million dollars from Binance and OG NFT holders in the same way. You kept raising money, but the result is disastrous. Don't think you can escape the issues by saying "long term," because hundreds of thousands of users trusted you and invested in you. The result shouldn't be this chart. When I look at this chart, I see a scammer project. There's no support for the token at all. So much money was raised, but there wasn't even an agreement with a market maker this chart shows that. Everyone is in loss with this token, so who is selling? How can a project that raised a total of 150-160 million dollars have a market value of 50 million dollars? Explain it logically. People invested in you, and even if there's no profit guarantee, being down 60% right now is proof that you're scammers.

Name & Symbol: Zama ($ZAMA)
Address: 0x6907a5986c4950bdaf2f81828ec0737ce787519f

账面看现在是惨的，24个月线性释放，能走到这步也行了，相当于 NFT 价格与代币价格强相关，每个 NFT 包含锁仓代币而不是分割了 NFT 与 Token。 就当做锁仓是让自己别卖飞了，不过再也不会消费任何 NFT 了。

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

很多问题都有了答案 Perps 回本的时候走了，该 TGE 的都 TGE 了，HL 地位无法撼动。 BSC Meme 新的一轮，人不会在同一个地方摔到两次。 稳定币 4% 收益，Stable 把自己作死了。 x402 喧闹过后只剩下 Virtual 。 TCG Cards 依然看好赛道 等回本。 Robotics Xmaquina，最适合布局的赛道项目，当一堆牛 X 机器人公司的间接投资人。

Name & Symbol: Stable ($STABLE)
Address: 0x011ebe7d75e2c9d1e0bd0be0bef5c36f0a90075f

很多问题都有了答案 Perps 回本的时候走了，该 TGE 的都 TGE 了，HL 地位无法撼动。 BSC Meme 新的一轮，人不会在同一个地方摔到两次。 稳定币 4% 收益，Stable 把自己作死了。 x402 喧闹过后只剩下 Virtual 。 TCG Cards 依然看好赛道 等回本。 Robotics Xmaquina，最适合布局的赛道项目，当一堆牛 X 机器人公司的间接投资人。

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

怪兽 NB，合约充值了就可以 赎回了，不用再等七天了。 再也不见了 Stable。

Name & Symbol: Stable ($STABLE)
Address: 0x011ebe7d75e2c9d1e0bd0be0bef5c36f0a90075f