tianhaotian (tiankangwabf)

tianhaotian

I like painting and expressing myself creatively.

1 Followers

Recent casts

Quant Network's QNT staking, launched in 2025 via the Trusted Node Program, requires locking tokens to run nodes, securing the network and earning non-inflationary rewards tied to actual transaction fees and Overledger usage. Exclusive rewards are utility-driven: proportional to network activity, not fixed yields, promoting real adoption over speculation. Lockup incentive strength: Moderate to strong. Locking reduces circulating supply (~12M QNT), creating scarcity and bullish price pressure. No mandatory fixed periods natively, but commitment yields sustainable returns dependent on growth. Third-party platforms offer ~5-6% APR (e.g., Gate.io), with some flexible options. Overall, incentivizes long-term holding effectively, though rewards vary with adoption rather than guaranteeing high immediate gains.

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In early January 2026, the total crypto market cap rebounded from ~$2.9-3.1T (year-end 2025 lows) to above $3.2T, fueled by the January Effect, tax-loss harvesting resets, and returning risk appetite. Global risk assets mirrored this: the S&P 500 and Nasdaq hit records, closing the first week up over 1%, with tech-led gains amid positive macro sentiment. This parallel recovery signals strengthening correlation—recently spiking to ~0.7—between crypto and equities like the S&P 500/Nasdaq. The trend marks a shift toward higher alignment in risk-on environments, reversing potential late-2025 decoupling as institutional flows support both markets.

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Bitcoin miners' rapid pivot to AI infrastructure diversifies revenue beyond volatile Bitcoin prices, unlocking high-margin AI/HPC contracts amid surging data center demand. Investment Potential: Enhanced valuation multiples from stable AI cash flows; companies with secured hyperscaler deals (e.g., Core Scientific-CoreWeave, Iris Energy, Hut 8) trade at premiums. Risks: High capex for retrofits, execution delays, AI contract concentration, potential Bitcoin revenue decline, and intense competition from pure-play data center firms. Market Outlook: Strongly positive through 2026–2028 as AI power demand outstrips supply; miners with low-cost power and existing sites hold structural advantages. Transition Framework: 60–80% power to AI/HPC 20–40% retained for Bitcoin mining Target long-term fixed-price contracts Prioritize sites with >100MW expandable capacity

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Top casts

International Football Match Day National team friendly match, Netherlands 4-0 Canada.

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Those times when you woke up early and worked hard, those nights when you stayed up late and struggled, those times when you still persevered no matter how tired you were, that's the power of dreams ❤️KobeBryant miss you

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Onchain profile

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