EssBee

EssBee@imawickedlemon · 2026/05/01观点输出

100% agree with this.

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

EssBee@imawickedlemon · 2026/04/30赛道影响

RT @Surgexyz_: $VEERA Gated Launch is now LIVE. Introducing @On_Veera's stack: - Global onchain neobank - 2M+ users worldwide - Supported…

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

EssBee@imawickedlemon · 2026/04/23观点输出

RT @Surgexyz_: Neobanks and ICM are rebuilding finance from the ground up. Join @AerodromeFi, @On_Veera, and @czech_pawel this Thursday @…

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

EssBee@imawickedlemon · 2026/04/22赛道影响

RT @Surgexyz_: Welcoming $VEERA to Surge Gated Launches. A global neobank built fully onchain, @On_Veera enables you to earn, invest, borr…

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

EssBee@imawickedlemon · 2026/04/21赛道影响

Tokenized equities just crossed $25B in lifetime volume. The category that didn't exist 18 months ago is reshaping what trades on-chain. https://t.co/QQIR8jzs8N

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

EssBee@imawickedlemon · 2026/03/27政策影响

The CLARITY Act just reshaped DeFi yield — and most haven’t noticed. Custodial platforms? Done. No more earning interest just for parking stablecoins. But here’s the loophole that isn’t a loophole: Fully on-chain, non-custodial DeFi is explicitly allowed. Protocols like Aave, Compound, and Morpho pass — because they don’t hold your funds. Just code, not custody. Meanwhile, custodial finance keeps breaking: Frozen accounts, rejected transfers, users locked out. That model just got shut down. So where does the money go? Billions now have one path: on-chain, non-custodial DeFi. This isn’t survival. It’s a handoff. @On_Veera we’ve built a world class non-custodial crypto bank & the time has come now. Start getting yield on your stable coin on Veera.

AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

EssBee@imawickedlemon · 2026/03/25政策影响

3/3 Who wins? The legacy banks, obviously. They’d rather you keep your cash in their 0.01% savings accounts so they can lend it out at 7%+. This isn’t “clarity” — it’s clearing the field for bank-controlled stablecoins to take over. I was starting to feel the stablecoin supercycle building… and then this. The whole “be your own bank” crypto promise just took a massive regulatory hit. Feels like we’re marching one step closer to CBDCs every single time. Endgame was always this, wasn’t it?

AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

EssBee@imawickedlemon · 2026/03/25市场影响

2/3 Circle’s business? 96% of revenue comes straight from the interest earned on USDC reserves. Say it with me — ninety-six percent. One single paragraph in a bill just torched their entire model. $CRCL tanks. Coinbase $COIN drops double digits too.

AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。

EssBee@imawickedlemon · 2026/03/25政策影响

1/3 $CRCL just got absolutely smoked — down nearly 18-20% today. Banks are laughing all the way to… well, their own vaults. Fresh language slipped into the CLARITY Act on Capitol Hill basically says: platforms can’t offer any yield or interest-like rewards on stablecoin holdings. In plain English? No more earning on your USDC. Full stop.

AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

EssBee@imawickedlemon · 2026/03/22政策影响

Yesterday, @Visa filed to become a Weight 10 Super Validator on the @CantonNetwork !! Weight 10 is the maximum tier. The same weight as DTCC, Broadridge, and Tradeweb. What makes this proposal unusual ? The milestones are confidential. The proposal says Visa has made private commitments to the Canton Foundation's Tokenomics and Accountability Committees, and those commitments will only be made public when Visa and the Foundation decide it is appropriate. That is intentional. Visa does not announce strategy on a mailing list. But the CIP author, Eric Saraniecki, put it plainly in the motivation section: this represents "a powerful convergence of traditional payment rails and next-generation financial infrastructure." Visa is not integrating with Canton. They are asking to help govern it. Why this is the signal ? Visa processes 240 million transactions a day. It is the backbone of global commerce. When that institution decides it wants a governance seat on the network that Goldman, DTCC, and JPMorgan are already building on, the question worth asking is: what does Visa see coming that requires them to be inside the settlement layer rather than just on top of it? Tokenization, programmable money, agentic commerce, stablecoins. The rails of the next decade are being decided right now. And the world's largest payment network just raised its hand to help run them. Watch this one closely.

AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。