I spotted a wallet withdraw 9.2M $ARB from Binance 3h ago
It swapped all $ARB for 760 wETH on Uniswap, then bridged wETH to Optimism
Whale rotated from Arbitrum to Optimism liquidity https://t.co/BW1xHwlAmd
I spotted a wallet withdraw 9.2M $ARB from Binance 3h ago
It swapped all $ARB for 760 wETH on Uniswap, then bridged wETH to Optimism
Whale rotated from Arbitrum to Optimism liquidity https://t.co/BW1xHwlAmd
Cheaper tokens mean you can spend more on APIs downstream.
Tech spend is zero-sum because you have to allocate budgets.
For example, we tout X402 so much, but gas fees on ARB/Base are more expensive than a single DeepSeek Flash call. It's even worse for frontier models.
Where are we heading?
·Bet on Layer2 “撸毛” with Arb+Starknet.
·In the post‑zombie‑bull era, bet on M.
·Second wave of Perp Dex, bet on Aster.
·In the conceptual stage of the book, bet on life.
Now?
In the current exchange‑stock era, bet on
| BlackBerry + Nokia.
Hope the fifth bet
can push the capital beyond 5 million RMB!