EricHSU_eth

GM☕️ Polymarket documentation starts charging taker fees for almost all categories today (3/30).

To be honest, I'm the one who realized it late😮‍💨 I previously only knew that Crypto and Sports had fees, but now Politics, Finance, Culture, and Weather have all been added.

The rates are not low: Crypto category peaks at 1.80%, Economics 1.50%, Politics 1.00%, and Sports is at least 0.75%. The only free category left is Geopolitics. Moreover, the rates follow a probability curve, with 50/50 markets charging the most, and the more certain, the lower the fee—basically, the markets you're most conflicted about and want to bet on have the highest fees.

It's clearly felt:

For arbitrage players, the impact is quite significant. Previously with zero fees, a few points of price difference could be taken advantage of, but now with Crypto categories having a unilateral fee of 1.8%, the cost of back-and-forth trading doubles, and many small price difference strategies may need to be recalibrated.

For the wool-pulling faction, every transaction now incurs friction costs, and it's uncertain whether the wool pulled is enough to cover the fees🤣 (Is there even an airdrop?!)

The Maker does have rebates, ranging from 20%-50%, and PM is very clever with this—collecting retail money to subsidize liquidity. Estimated daily income is $800,000 to $1,000,000, marking the official end of the free era.

I’m now just interacting as it comes, feeling relatively stable, opening one trade like this every day😮‍💨, no longer expecting to make big gains.

https://docs.polymarket.com/trading/fees?via=xp

GM☕️ My first Manga Alt Art Card 🤤

#OPCG #TCG

GM☕️ As someone who plays card games both on-chain and offline, I've recently felt an increasingly obvious point — what the on-chain TCG market lacks most is not more Gacha pack drawing platforms, but an independent 'buying agent'. Is anyone interested in doing this? 🤪

Currently, the majority of trading volume on the leading on-chain TCG platforms comes from Gacha pack draws, while the real transaction share of the secondary market is pitifully low, basically just Gacha holding up the scene. Moreover, the repurchase window is very short; if you miss the chance to sell, you might have to wait for the physical card to return for offline trading.

Conversely, if you want to buy a specific card on-chain? It's even harder. The biggest problem I've faced recently is that the card I want has no one listing it 😮‍💨

Actually, there are mature solutions offline — in Japan, there are big card stores like SNKRDUNK and 駿河屋 that provide buying services with transparent prices; you can buy what you want and sell when you want. This buying system is essentially a market-making mechanism.

What if similar roles could appear on-chain? Not bound to Gacha, no time limitations, posting real-time buying and selling prices by series and rating, with both buying and selling able to transact at any time. The buying agents could then digest inventory through on-chain resale, offline channels, and cross-platform arbitrage.

To put it simply, it’s about moving the buying logic of card stores to the on-chain environment. Is it difficult? Definitely, pricing, inventory, and funding are all pitfalls. But this path is much more sustainable than purely relying on Gacha to support trading volume.

PS: I've always wanted to collect all 10 cards of the SV8a Eevee family. After about half a month, I finally completed the collection on @Renaiss Protocol , and I'm celebrating.

GM ☕️ $BP has been recognized for a stop loss 🤡

Originally wanted to enjoy a rebound from the oversold condition. As a result, it continued to drop from 0.2x to 0.14x, and the token's decline is super, super smooth.

The community's trust has been lost. The aftershocks of the large-scale point zeroing incident are still present, and there are new allegations of price manipulation on Polymarket; no matter how good the tokenomics are, they can't withstand the collapse of people's confidence.

Future increases are a logic for the future; this trade opening, failure is just failure.

GM☕️ Renaiss Community Developer Tools have launched the first batch — buy/sell tracking, market data, listing prices, transaction records, portfolio calculator, all created by community members.

I believe this is what makes Renaiss different from other platforms. Opening up data for the community to create tools themselves, rather than having the official slowly grind away. Traditional players had to check prices across three or four platforms; now there are people helping you write tracking and comparison tools, which has definitely improved the experience.

The platform's trading volume has exceeded 6 million U, with over 220,000 users. The last airdrop included a PSA 10 Pikachu physical card + a $30,000 prize pool (I also won 100U myself; although it's not much, I'm genuinely happy 🤪). There will also be a Hackathon in April, and the ecosystem is slowly getting up and running.

To be honest, what the TCG sector has always lacked is not trading platforms but the infrastructure around trading — pricing tools, arbitrage signals, position analysis, and such. The traditional card market is a $7.5 billion pie, and the information gap is still huge. Whoever first completes the toolchain has the opportunity to take a bite out of this segment.

Renaiss letting the community handle this is much smarter than having the officials do it themselves because those who are in the market flipping cards every day always understand the needs best.

GM☕️ Last weekend, the cryptocurrency market received the strongest regulatory package in history, and then the market fell.

The SEC officially stated that BTC and ETH are not securities, the CFTC allows BTC/ETH to be used as futures margin (with a discount rate of only 20%), and the NYSE canceled the ETF options position limit—any one of these would have been enough to boost the market a day three months ago.

So what happened? Iranian missiles hit the area of Israel's nuclear facilities, the Strait of Hormuz may be blocked and may impose transit fees, crude oil surged to $114, and BTC dropped below 68K. Fear & Greed Index: 10.

In short: regulation dealt the best cards, but geopolitical issues flipped the table. A bunch of good news was released, but the market didn't even want to take a glance.

These structural benefits won't disappear, but when they will be repriced is uncertain. Just hang in there 😮‍💨

GM☕️ Recently did something with a lot of poor student stationery—created a TCG collection database in Feishu's multi-dimensional table.

I have recorded all my cards, with card images, numbers, platforms, and valuations all clear at a glance. I can also display my cards directly using the album view, which is really nice to look at.

But manually entering each one? That's so 2020. I connected Claude Code to Feishu's MCP, which means letting AI directly interact with the multi-dimensional table—adding records, batch modifying fields, synchronizing valuations, all done with a single command. Filling in data for dozens of cards used to take me an entire afternoon, now it's done in a few minutes, without even having to adjust the format myself.

To put it simply, I used AI as a data entry clerk, and it's the kind that doesn’t miss fields or fill in the wrong rows, the efficiency is really on a different level 😮‍💨

PS: Next, I'm planning to automate the valuation tracking as well, so it can regularly help me run a market price update, completely freeing up my hands 🤣

#TCG #ClaudeCode #MCP

GM☕️ Tempo has only been online for three days, and several meme coins have already appeared on the chain. Let's do a quick review:

The Tempo mainnet officially launched on 3/18, a payment chain created by Stripe and Paradigm, focusing on the MPP (Machine Payments Protocol) for AI Agent autonomous payments, which essentially allows Agents to spend money on services without human approval.

1. $TIME (TIMECOIN) — Self-proclaimed as the first meme of Tempo, fair mint model, total supply of 1 billion, with an FDV of only $25,000. It reportedly surged dozens of times, but now it has basically leveled off. I thought Tempo wouldn’t produce anything worthwhile, so I didn’t get on board, but it actually had a surge...

2. $PRC (PROTOCOIN) — This concept is quite new, allowing Agents to mint through an API. Total limit of 40,000, with dynamic pricing increasing by 0.1U for each batch, now at the 0.3U mark, still climbing (the speed has noticeably slowed down). I personally threw 100 attempts to Claude Code yesterday, mainly focused when it was at 0.1U, thinking it’s not expensive, the value is in participation. As for who will take it over in the end — an Agent? 🤣

3. StableWhel NFT — I bought about ten before going to sleep last night, and when I woke up, the website directly showed a 404 error, and the Vercel deployment was deleted. I’m a clown 🤡 even running away so cleanly can be seen as a form of efficiency.

Personally, I believe that the Tempo chain, the team never intended to issue a token, as gas fees are paid in USDC, with no native token. Their core focus is on payment infrastructure + Agents using MPP to access various services, having onboarded over 100 service providers right after launch, with Stripe, Visa, Mastercard, Anthropic, OpenAI, and Shopify as partners. This setup is seriously building infrastructure, not just launching meme coins.

Therefore, the memes and NFTs on the chain are basically spontaneous actions by retail investors, not related to the Tempo team. Family members who want to engage in PVP on this chain should be cautious; liquidity is approximately zero, and there isn’t even a proper DEX set up yet.

PS: Losing an NFT project in three days can be considered as experiencing Tempo's high performance at the fastest speed... efficient rug, smooth experience 🤡

GM☕️ Anthropic officially releases Claude Code Channels, direct connection to Claude Code via Telegram/Discord

🤣 I raised a lobster for two months, and it feels like today it officially retired... Once the official team takes action, the whole ecosystem trembles

Logically, I will now connect Claude Code to Discord and Telegram, then keep the Macmini running 24/7, and then skip dangerous permissions. Essentially, this has already turned into a lobster with an Opus 4.6 brain, right?

However, the setting for different personality agents, SOUL. MD still doesn't know how to implement it. If it were possible, I could transfer my "Lobster Pirate Crew".

Looking forward to the next Milestone, Maybe 10 million

GM☕️ Xiaomi quietly launched the MiMo V2 Pro last night, which was previously speculated to be the mysterious model DeepSeek V4, but it turned out to be from Lei Jun's family.🤣

A few key numbers: 1T parameters, 42B activations, 1 million tokens of context. Scored eighth globally and second domestically, with API pricing around 15% of GPT-5.2. Free to use for a week starting today.

Has anyone tried it yet? I'm really curious about how well it works, waiting for feedback online.

The 1 million tokens of context makes me think of lobsters—AI agents rely heavily on context length to work effectively, which has been a bottleneck until now. Xiaomi now directly provides 1M, feeling like the lobsters can feast more.

Speaking of mobile phone manufacturers creating large models, it's quite magical. Lei Jun has transitioned from "born for enthusiasts" to "born for inference," is the next step to run models in the Xiaomi SU7?🤣

GM☕️ ClaudeAI has released Dispatch——a mobile remote control for the desktop version of Claude, allowing for a continuous conversation running on your computer, with commands sent from your phone at any time to see the results.

It feels like independent projects in the AI agent space are becoming increasingly difficult. Once a big company steps in, they can directly handle the tasks that third-party agents were doing. The capabilities that the little lobsters worked hard to build are natively supported by a single update from Claude.

The narrative of AI agents in Web3 is the same — when the underlying model can already perform the tasks of an agent, what is the value of middleware?

PS: Big companies really don’t leave any room for the little lobsters 🤡

#ClaudeDesktop #Dispatch

GM☕️ $SEA has been postponed, the classic "When the market is bad, let's take it slow"

Refund mechanism — In the previous 3-6 rounds, refunds were possible, but all the treasure box rewards received were taken back. Isn't this like a scumbag wanting to take back gifts after a breakup? 🤡

To put it bluntly, during a bull market, they push you to interact, pay fees, and contribute to TVL, dragging you along from season to season. Now that the market has cooled down, they suddenly tell you "Let's pause for now, here’s a 60-day free trial card." So users are just tools, charged when needed and set free when not required.

The project team always has reasons — the market is bad, compliance issues, technical optimizations. But who compensates for the user's time cost and opportunity cost? No one does, because the interaction itself is like signing a blank check.

GM☕️ 143 million people think they are catching Pokémon, but in reality, they helped Niantic build a free AI visual dataset of 30 billion images🤣

Players scanned landmarks, shops, parks, sidewalks around the world, in various angles and weather conditions, and over 8 years, accumulated one of the largest real-world visual databases globally. Now Niantic is using this data to create visual navigation AI for delivery robots.

In simpler terms, the most valuable AI training dataset in the world is not assembled in data centers; it is 'played' out by a group of ordinary users who have no idea what they are doing. Google is still a shareholder 😮‍💨

Isn't this just the Web2 version of milking the cow? — You contribute data and labor, the platform monetizes it, and you, my friend, get... a Pikachu or a Charizard 🤡

GM ☕️ I went to the card exhibition in Hong Kong this weekend and got a Moonlit Eevee 🤤

It was my first time at a card exhibition, and I finally witnessed the strength of collectors in person.

#TCG

GM☕️ BackpackTGE has finally been set for 3.23.

For those who rode from S1 all the way to the end, seeing this date brings mixed feelings. After waiting so long, the lottery is finally about to be drawn, but the pre-launch price has already dropped from $1 to $0.38, with an FDV of about $376M. It has been halved before even launching 😮‍💨

The structure of the tokenomics is quite sincere—there are no private placements, 75% is locked in growth milestones, the team takes equity instead of tokens, and 25% is directly unlocked to the community on TGE day. However, looking closely at the distribution: 24% is for points users, and Mad Lads holders only get 1%.

1%... Looking at these two Mad Lads in my hand, which I bought for 70+ SOL, dropping all the way down to now, they are almost becoming collectibles, and the result is that TGE only allocates 1%? To be honest, it feels a bit disappointing. Those who entered with the consensus of blue-chip projects now have the experience of: NFTs have dropped, and there isn't much airdrop; the only gain is learning what 'long-termism' means 🤡

That said, Backpack's structure is indeed stronger than a bunch of 'dump right after launch' projects. At least there is no VC unlocking to crash the price; the real chips are the points accumulated slowly over the past few seasons. While I may not be a significant points holder, at least I am someone who has interacted all the way to today.

GM☕️ Last week I used the @ether_fi Cash Gold Card throughout my trip to Osaka, the 4% cashback was too good

Thanks to Mr. Blockchain for the recommendation🙏, I successfully applied for the Gold Card. Meals, transportation, buying card packs, everything was settled with this card, and the cashback was directly credited to wETH, which is like earning ETH while spending. The consumption experience was really smooth.

Non-custodial, no annual fee, cashback goes directly into the vault, allowing for spending without needing to sell coins, this is what DeFi should look like.

PS: The money spent scanning the M2a card pack at the Pokémon Center also received cashback, which means I used ETH to subsidize my TCG hobby🤣

GM☕️ Highly recommended Banana Brother @frozenraspberry has created a small tool for analyzing tweets!

In simple terms, it directly scrapes your Twitter timeline in a browser pop-up and then sends it to Opus 4.6 for analysis and summary (you can change it to scrape other platforms as well).

The effect is incredibly explosive (you can feel it through the images and videos), equivalent to spending several hours on the timeline, while the AI extracts the key points for you in just a few seconds.

To be honest, my first reaction after using this tool wasn't 'Wow, that's impressive,' but rather 'Why wasn't this made by me' 🤣

AI models are really strong now, and Opus 4.6's comprehension ability is already quite astonishing. But the problem is—no matter how strong the model is, if you don't know what to do with it, it’s like having nothing at all.

I'm the typical type of 'poor student with many stationery.' I subscribed to Claude Pro, have the API key, and have tinkered with MCP, but most of the time I'm still manually scrolling through tweets and organizing them manually. I have all the tools, but my brain just can't keep up.

Banana Brother's idea is actually very simple: scrape data + feed it to a large model = information gap. The technical barrier is not high, but they thought of it, made it, and put it to use.

In short, the biggest alpha in the AI era is not whose model is more expensive or has more features, but who first incorporates the tools into their workflow.

PS: I really need to reflect on my execution ability 😮‍💨

GM☕️ Osaka trip is back, full of gains😁

#TCG

GM☕️ Crude oil opened high today, those who are long on crude oil should have woken up laughing today, right?🤣