Daft Punk马到成功版

Brothers, I heard that industry veterans are once again using streaming to wash other people's top drafts. They boast about collaborations with this one and that one, but in the end, it turns out they are collaborating with Doubao to wash other people's drafts. The scores they flaunt were all washed out. Are you Blue Moon, so capable of washing? This is not named here, guess for yourself on the leaderboard 😂

The creative environment of the square is roughly like this: we ordinary creators are just providing material for the streaming players. I've heard you're still trying to create something original; don't be ridiculous, just wash up and go to sleep. Plagiarism is the only way out for the square; the originals have already starved. Streaming players get over ten thousand views in ten minutes, and if you don't stream, I wouldn't have noticed how outrageous it is. You don't even change the title, haha.

Don't be fooled by the 40 milliseconds of frenzy, Fogo's extreme acceleration is essentially an expensive LAN game.
Recently, I've been staying up late monitoring and deeply analyzing the mainnet of @Fogo Official . Everyone in the circle is bragging that it's the next Solana killer; I can only say that such labels are really superficial. I placed more than ten orders on Valiant DEX, and the kind of matching feedback that feels completely free of latency is just too unreal. I even checked multiple times to confirm whether I had opened the Binance APP. The 40 milliseconds of block time made on-chain interaction feel like the pleasure of a centralized server. Next door, Monad is still relying on a bunch of financing drafts to paint the picture of a parallel EVM, while these people pragmatically squeeze the potential of Firedancer, using brutal physical stacking to achieve an extremely outrageous silky experience.
This nearly pathological speed is undoubtedly marked with a sky-high price. To accommodate such a monstrous synchronization frequency, the requirements for validating nodes are simply inhumane. The narrative of decentralization here has basically become a piece of fabric that can be done without; the physical-level topological centralization simply cannot be hidden. This is far from a Web3 utopia for retail investors; it is clearly a VIP LAN network specially customized for quantitative institutions and high-frequency traders. As a pure tech enthusiast, I really appreciate this hardcore aesthetic of violence, but when it comes to switching back to the trader's perspective and voting with real money, I still need to be a bit more sober.
Putting aside the geek filter to look at the real on-chain data, the current ecosystem is indeed somewhat embarrassingly desolate. Apart from a few leading platforms relying on market makers to support liquidity, real retail liquidity hasn't settled down at all. Although the zero-friction experience brought by account abstraction is indeed very appealing, once future high-frequency concurrency explodes the network state, the invisible costs of subsequent node operations and maintenance will absolutely face exponential loss of control. The current market valuation does look like it is at the bottom of the odds, but in the extreme environment of public chain competition this year, if Fogo cannot firmly hold onto the territory of high-frequency derivatives, merely being a fast backup chain cannot support long-term faith. #fogo $FOGO

When the market was eagerly awaiting Monad's PPT, this group of tech enthusiasts directly launched the Firedancer client, which is reconstructed based on C++, with the ID @Fogo Official . This kind of engineering capability's overwhelming impact indeed caught people off guard. Last night, I stayed up late running several high-frequency strategies on Valiant, and the 40 milliseconds block confirmation speed was simply challenging the physical limits. The smoothness of placing and canceling orders made me momentarily feel like I was operating on Binance or Coinbase's servers. Compared to Solana's recent terrible experience, where congestion required crazy Priority Fees to get packaged, Fogo's high-speed matching based on CLOB has indeed pushed the on-chain trading experience to a new dimension; it is no longer a theoretical model, but has practically realized the low latency that high-frequency quantitative teams yearn for.
This extreme thrill comes at a price, and it's not cheap. To maintain this insane synchronization speed, Fogo has almost exclusive hardware requirements for validation nodes, making it a dream for ordinary users to run a node at home. This directly leads to a visibly centralized network topology, and one could even say it resembles a distributed cloud database dressed in Web3 garb. The so-called 'multi-region consensus' mechanism essentially compromises on geographical location, sacrificing part of the censorship resistance in exchange for that 1.3 seconds of transaction finality. As a tech geek, I am willing to pay for this brutal aesthetic, as it nearly pushes performance metrics to physical limits in the CAP theorem of distributed systems, but as an investor, I must pour a bucket of cold water on it.
The on-chain ecosystem is still desolate; apart from a few leading DEXs pushing volumes, the real DeFi Lego has yet to be built. The gas-free experience brought by account abstraction is indeed friendly to newcomers, as they can interact without having to buy tokens, which is very appealing. However, once the data volume from high-frequency trading bursts the historical records, the operational maintenance costs for nodes will rise exponentially in the later stages. Currently, the market cap of several tens of millions indeed looks like a sweet spot for odds gaming, but the subsequent huge unlocking sell pressure is a sword of Damocles hanging overhead. In this year of severe infrastructure oversupply, Fogo will either become a holy land for high-frequency trading or a faster ghost town, with no gray area in between #fogo $FOGO .

Fake web4: AI replaces people in performing low-difficulty repetitive tasks.
Real web4: sells you MAC mini, sells you token, sells you electricity.

Top 20, the streaming numbers are more than 20, you can check the traffic of the top 10 on fogo and the daily bonus points. If you give the top 20, you might as well just create a table and airdrop it directly 😆😅🤣

The Violent Power of Fogo: A Gamble to Extract the Benefits of Firedancer
After delving into the underlying code of @Fogo Official , I am convinced that this group has made extremely aggressive modifications. They directly launched a newly rewritten Firedancer client based on C as a new consensus layer, forcefully achieving a 40-millisecond deterministic block time. Over the past few days, I have been running high-frequency strategies on Valiant DEX, with sub-second feedback being incredibly exhilarating. Those arbitrage strategies on Ethereum, which are easily susceptible to front-running and capital liquidation, can actually yield Alpha returns here.
Enjoying the smoothness of physical limits certainly comes at a cost. To stabilize the heartbeat frequency, the network has extremely strict hardware requirements for nodes, and the topology visibly trends towards physical centralization. Multi-party consensus essentially exchanges anti-censorship attributes for high concurrent throughput. Compared to Monad's stubborn insistence on parallelization or Sei's navigation in Cosmos, Fogo simply flips the table and cuts into high-frequency trading, using extreme performance to resist the pressure of on-chain order books.
The radical flavor in ecological construction is equally evident. The Ignition liquidation mechanism is impressive, but the current liquidity depth cannot support large institutional funds. I experienced several Fogo Sessions; the seamless operation of signing-free transactions was flowing, yet it was also crazily testing the security limits of assets. Setting these aside, a single client is the biggest systemic risk. The entire chain completely lacks backup disaster recovery plans, and once a tiny vulnerability appears in the underlying system under high load, it will inevitably lead to disaster.
Currently, the low circulating market value on the Layer1 track is indeed at the horizon, making it an excellent chip for various funds betting on technological premiums. Don't let low valuations cloud your judgment; the massive amount of tokens waiting to be unlocked is like a powder keg hanging over your head. Institutions entering the market only care about liquidity absorption capabilities. Once inflation is released, whether a rapidly established moat can withstand the intense selling pressure remains a huge unknown. #fogo $FOGO

Half a month ago, Alpha was still the most dazzling guy, but recently it has become Alpaca.
The project is solid, and even after an 80% drop, a bunch of people are buying the dip!
The quadruple points are about to end, and it is estimated that there will be a bloodbath.
When you get fat, it will be time to shear—no, wait, it will be time to slaughter.
#Ultiland #ARTX

Fogo: Dancing on a Nasdaq-level matching engine, how long can this "pseudo-decentralized" gamble last?\nI have been intensively reviewing the on-chain interaction data of the mainnet @Fogo Official over the past few days; this simple and crude engineering aesthetic indeed evokes complex feelings. Unlike Monad, which is still dangling market appetites with PPTs and financing quotas, Fogo's direct approach of moving the Firedancer client architecture onto the mainnet is like setting fire in Solana's backyard while also barbecuing. During real tests on ValiantTrade, the embedded CLOB in the underlying protocol directly invokes the system-level matching engine, creating a unique atomic combination experience brought by a 40-millisecond block time, which feels quite novel for LPs accustomed to Uniswap-style AMM impermanent loss. This architecture, which directly hard embeds limit order books at the Layer 1 protocol level, completely abandons the old path of liquidity fragmentation, allowing market makers to provide unified quotes at the base level, combined with millisecond-level pricing from native oracles, compressing slippage to the extreme.\nHowever, behind this technological carnival, the cold start problem of liquidity is glaringly exposed. Although the protocol layer supports CLOB, the current depth entirely relies on the inventory of market makers. I tested several non-mainstream trading pairs, and the buy-sell spread even reached as high as 2%, which is almost a fatal blow for a chain claiming a CEX experience. The current Fogo is more like a car equipped with a Ferrari engine but without a body, making it look quite awkward. While Sui and Aptos also have strong performance, the high threshold of the Move language hinders ecological migration, whereas Fogo pragmatically chose to be fully compatible with SVM, allowing Solana developers to copy-paste code at zero cost. This bloodsucking strategy can quickly run high-frequency trading strategies in the early stages and is indeed more direct than simply talking about technical vision.\nThe cost behind this extreme performance is incredibly high, even a blatant challenge to the concept of decentralization. To maintain this 40ms heartbeat, Fogo's hardware requirements for validating nodes have reached a perverse level, which directly leads the network topology to inevitably move towards physical centralization. This "local area network in a wide area network" architecture is essentially a bold compromise towards centralization. Once it encounters a single point of failure at the physical level or geopolitical interference, the network's robustness will face severe tests. #fogo $FOGO

Fogo Mainnet Testing: The Aesthetic of Early Overdrafting of Firedancer's Bonus and Hidden Reefs
After several late nights running high-frequency interactions on the @Fogo Official mainnet, to be honest, the silky feeling of 40 milliseconds per block is really counterintuitive. The entire market is still eagerly waiting for Solana to implement the narrative of Firedancer, while these folks at Fogo have directly moved this rewritten client architecture onto their own mainnet. Last night, I tested placing and canceling orders back and forth on Valiant DEX, and the instant feedback from the matching engine made me think several times that I had switched back to the CEX interface. This approach of directly monetizing someone else's PowerPoint is indeed unsightly, but you have to admit that its implementation on the engineering level is extremely crude yet effective.
Compared to those public chains on the market that are still relying on parallel EVMs to make promises or stubbornly sticking to the Move language, Fogo's direct compatibility with SVM is simply too clever. It completely hits the pain points of developers, as Solana's existing projects can almost migrate smoothly without major code changes. This vampire-like strategy is indeed effective in seizing early liquidity. However, while the extreme TPS running on-chain looks impressive, just turning my head to take a glance at the massive amount of data for node synchronization makes me feel uneasy.
To maintain this abnormal level of heartbeat frequency, the network's exclusive hardware requirements for nodes are absurdly high. Ordinary retail investors dreaming of running a node at home are simply delusional; the entire network's topology is visibly converging towards a few super data centers. The decentralization here has completely given way to extreme efficiency. In fact, everyone knows that the current valuation premium is more about benefiting from the overflow bonuses during market congestion. When the day comes for massive token unlocks and dumps, or when Solana's official upgrade goes live smoothly, whether Fogo's moat, built purely on speed, can withstand the selling pressure is still a big question mark. #fogo $FOGO

This is really starting, directly smashing the market, it seems the cryptocurrency circle is all Chinese, as soon as it starts, they are selling off.😓

Peeling back the Web3 exterior of cloud databases: The moat and costs behind Fogo's performance surge
​Staying up late, I ran high-frequency strategies on the mainnet at @Fogo Official for a few days, and my emotions are quite complex. Solana is still painting a big picture with Firedancer, while Fogo has directly rewritten the underlying end in C++. The way of eating is not very elegant, but the engineering capability is undeniable. Last night’s on-chain test data was extremely exaggerated, with a confirmation delay of 40 milliseconds completely challenging the limits of physics. The smoothness of placing and canceling orders gave me the illusion several times that I was back at a centralized exchange. Veteran players who are used to congestion and stuttering indeed feel a sense of dimensionality reduction that they can't go back from when facing this kind of physical examination.
​Looking at Monad, which has been hyped to the sky, it is still stuck in the PPT stage. Although Sui and Aptos perform well, the barrier of having developers relearn the Move language is too high. Fogo's direct compatibility with SVM is extremely lethal, allowing old projects to migrate with almost no code changes. Glancing at the on-chain data, the order book model’s matching efficiency under ultra-low latency completely crushes traditional AMMs, with slippage control being quite impressive.
​However, looking at the amount of data synchronized by the nodes, I couldn't help but gasp. Maintaining this abnormal concurrency has a very high hardware threshold, and retail investors running nodes at home are purely daydreaming, with the network topology visibly centralized. This is clearly a distributed cloud database in disguise, specifically tailored for high-frequency trading. Sacrificing resistance to censorship in exchange for extreme efficiency, this specialized soldier is easily remembered in the Layer 1 red sea. Currently, the valuation looks like a bargain, but facing the selling pressure from a massive amount of token unlocks overhead, whether the quickly established stronghold can withstand it remains a big question mark. #fogo $FOGO