2026/3/4 分析 · 使用者 #8dbe41 提供 47 則貼文 (2024-01-24 ~ 2026-01-07)
風險分析
帳號數據
兩年間共 47 則貼文，平均每月約 2 則，發文頻率極低。79% 為原創、21% 為轉貼。發文時間不規律，無明顯排程痕跡。偶爾出現集中發文（如 [11]-[13] 的 thread、[31]-[34] 同日連發），其餘時間間隔數週甚至數月。
發文時段分佈
時區：UTC
原創 vs 轉貼
互動數據（原創貼文平均）
資料期間: 2024-01-24 ~ 2026-01-07
AI 深度分析
@wraecca 帳號可信度分析報告
1. 真實性分析
此帳號高度可能為 Perpetual Protocol / Nekodex 的核心建設者（創辦人或高層主管）。多項證據支持身分真實性：
- [13] 以「我們」（we）代表 @perpprotocol 發表官方立場聲明，並發佈 9 則 thread 說明協議方向
- [17] 提到赴紐約參加 AI Engineer Summit 並邀請見面
- [24] [25] 聲稱在 Devcon 發表演講並附上議程連結
- [45] [46] [47] 以繁體中文分享 PERP v3 開發進度，語氣為內部人員
帳號使用中英文雙語發文，內容涵蓋技術細節（EIP-7212 passkeys、ERC-7683、chain abstraction）與產業觀察，展現真實且深入的 DeFi 專業知識。未發現偽造專業身分的跡象，此人確實是 DeFi 生態的長期參與者。
2. 原創性分析
- 原創比例高：47 則中有 37 則為原創（79%），10 則為轉貼（21%）
- 內容品質中上：原創貼文涵蓋產業觀點 [6] [9] [14]、技術評論 [3] [15]、個人 Substack 文章 [2] [5] [6]，以及產品推廣
- 非 AI 生成：文風自然，帶有個人語氣（如 [7] "oops @AnthropicAI"、[18] "Wen Netflix"、[27] "Never underestimate Toblerone bar"），有明顯的人格特質
- 非聚合器帳號：轉貼均與自身業務相關，非大量無差別轉發
值得注意的是，帳號有數篇具深度的原創觀點文章，如 [9] 討論 AI 能力提升後工具抽象層的未來、[23] 對「ETH 缺少應用」論述的反駁、[14] 引用對 MCP 中介軟體的批判分析，這些都展現獨立思考能力。
3. 利益動機分析
這是本帳號最需要注意的面向。 帳號主人與 Perpetual Protocol / Nekodex 有直接商業利益關係，而大量貼文在推廣這些產品：
明確的產品推廣：
- [19] 以「羨慕美國用戶」的個人感受切入，實則詳細介紹 Nekodex 的 Apple Pay、免 gas、免助記詞等功能
- [22] 以「很多人錯過 140% 漲幅」的 FOMO 切入，推薦使用 Nekodex 交易
- [30] 展示跨鏈購買 $OP、$ARB 的體驗，推廣「100 L2s feels like 1」
- [42] 「唯一能讓非幣圈朋友試用的 dapp」
Referral 連結：
- [31] 包含邀請碼連結
?code=28930412，未明確揭露
轉貼均為自家生態：
緩解因素： 作為協議建設者推廣自家產品在幣圈屬常見且合理行為。部分推廣貼文確實包含有價值的使用者體驗觀察 [34] [37]。Perpetual Protocol 為有歷史的合法 DeFi 協議，非詐騙項目。
4. 操作手法分析
整體而言，此帳號未使用明顯的不當操作手法：
- 無情緒操作：即使在市場下跌時 [13]，語氣理性平穩，未刻意散播恐慌或過度樂觀
- 無事後諸葛：未見選擇性展示成功預測的行為
- 無虛假權威：未誇大自身頭銜或成就
- 無重複洗版：雖然 Nekodex 主題反覆出現，但每則貼文角度不同，非複製貼上
輕微值得注意的手法：
- 部分貼文使用「個人推薦」口吻包裝產品行銷（如 [42]「終於能推薦給非幣圈朋友」），雖然可能是真心感受，但客觀上模糊了利益關係
- [21] 以讚揚 Morpho Labs 的形式帶出「我們提供最簡單的方式交易 $MORPHO」，屬於典型的「借勢行銷」手法
- [22] 使用「錯過 140%」的 FOMO 語言，但以 NFA/DYOR 作結，尚在合理範圍
總結
@wraecca 是一個真實的 DeFi 產業建設者帳號，具有合法的專業背景和原創觀點。主要風險在於大量推廣自家產品（Nekodex / Perpetual Protocol）且未總是明確揭露利益關係。讀者應意識到此帳號對 DeFi UX 和 Ethereum 生態的觀點帶有明確的商業立場，但其技術見解和產業觀察仍具參考價值。
引用來源
Navigating Moats in the AI Transition https://open.substack.com/pub/shaokang/p/navigating-moats-in-the-ai-transition?utm_campaign=post-expanded-share&utm_medium=web
The Uniswap CCA looks genuinely fairer all around, but idk if fairness is what market participants really want. Def worth trying out the @aztecnetwork case to learn more.
從有限供給到無限競爭 https://open.substack.com/pub/shaokang/p/582?r=658e&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Linux for Finance https://open.substack.com/pub/shaokang/p/linux-for-finance?r=658e&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
If AI becomes as capable as senior engineers, do we still need custom tools or MCP? Or would it be faster to just give them a VM with internet access and let them handle everything via CLI? What's the ideal abstraction to fully leverage advancing LLM capabilities?
(1/9) Amidst the market crash and global chaos, we want to clearly communicate @perpprotocol 's current focus, what's next, and why we're confident in realizing our vision.
"Middleware never quite lives up to these promises in practice. MCP, if history is any guide, will go down one of two paths: 1. Everyone will use it. 2. Everyone but one key platform will use it"
Just noticed Ethereum Mainnet is now the cheapest chain on Kraken...
I’ll be in New York until 2/26 for the AI Engineer Summit. If you’re here for the AI events, hit me up - whether you’re from crypto or not!
For the first time, I’m feeling a bit envious of US users - being able to use Apple Pay to access DeFi without KYC (< $500). Pair that with Nekodex, and you get an experience that makes onchain finance feel seamless: no gas token, no seed phrases, no bridges - just yield and trading across multiple chains as if it’s one. Coinbase users from other countries can deposit directly, too. Nekodex hand picked legit investing product such as Morpho, Pendle and USDM. And for traders: early access to coins like VIRTUAL, FAI, and CLANKER before they hit CEXs - all on Base, Arbitrum, Optimism, and Mainnet, seamlessly working together as if they’re one unified chain.
RT @AcrossProtocol: Nekodex: Simplifying DeFi with Account and Chain Abstraction - Powered by Across & ERC-7683 Nekodex supports token trading across multiple blockchains using the crosschain settlement network from Across Protocol. Read the full article below:
I believe most DeFi builders aspire to create something like @MorphoLabs : - Gained traction without incentives - Solves real problems instead of focusing on competition - Immutable contract = low maintenance and peace of mind Grateful we can offer the easiest way to trade $MORPHO onchain before Binance/Coinbase list it! NFA/DYOR
Many people missed 140% because they avoided parking funds on the pricey mainnet. You don’t have to. With @Nekodex_app , trade @AcrossProtocol and top Mainnet/L2 coins in seconds. Passkey login, 1-tap trades. No bridge, no gas token, no wallet connect.
ETH needs more apps, but that doesn’t mean we have too much infra. We need both - it’s not a conflict. Better infra helps app like @Nekodex_app build faster and easier. If you think we need more consumer apps, invest them, use them, or promote them. Don’t just blame the infra.
For people who think there’s no app talk in @EFDevcon , check out my talk. https://app.devcon.org/schedule/JLCMVQ
People are criticizing Devcon for having no app. As the one who just share our experience building @Nekodex_app in @EFDevcon today, i can’t help but wonder - who’s really ignoring app?
RT @AcrossProtocol: Ready for cross-chain trading? @Nekodex_app, the mobile trading app created by @perpprotocol, is integrating Across Settlement to deploy a cross-chain intents DEX. ✨ The integration will add account abstraction for users, providing best-in-class UX. Read more 👇
Buying $OP , $ARB and $cbETH just like operating within a single chain. No more dealing with scattered gas here and there. 100 L2s feels like 1.
I promise it’s worth a few minutes to give it a try, to feel how smooth the on-chain experience could be. In a year or two, most dApps will likely match fintech app usability. Why not see for yourself today? https://app.nekodex.org/?code=28930412
My Solana friends keep laughing at me: “Why are you still in Ethereum? The experience is just a disaster.” Despite many breakthroughs happening from ETH ecosystem every day, I still couldn’t find a product that fully utilizes these new tech and is easy enough for new user.
RT @zerodev_app: Powered by ZeroDev, Nekodex from @perpprotocol is a great showcase of how AA can improve DeFi UX, with passkeys, gasless transactions, 1-click trading via session keys, and more. Check out their new cross-chain DEX that supports AA + chain abstraction! 🚀
RT @Nekodex_app: People have been meowing a lot about DeFi UX And how we'll be saved by intents and chain abstraction Neko heard and started building 🚧🐈🚧 And today Nekodex USDC spot trading using intents and chain abstraction is 𝗟𝗜𝗩𝗘! Keep reading 👇
Using Wallet Connect on mobile exclusively while in Europe for the past 2w, it’s still as challenging as it was a few yrs ago. While I respect the hard work by its team, it’s hard to imagine a future where everyone use it over other solutions like embedded wallet with passkey.
RT @zerodev_app: Nekodex by @perpprotocol is the first DeFi product that combines two of ZeroDev's most powerful features: - On-chain (EIP-7212) passkeys - ECDSA Session Keys The result? The best perp trading experience you've ever seen 😱 Get started now: https://nekodex.org Thread 👇
Mobile dapp is not usable if it requires jumping back and forth between Metamask. @Nekodex_app is the only dapp I can finally ask my non-crypto friend to give it a try. No seed phrase, no gas, no chain, no wallet connect, just use the product.
熊市的結束比預期更早，我們正在調整步伐，並已經在測試網上進行了一系列迭代。同時，我們預計在解決流動性問題後，將能專注於提升用戶體驗。這在過去從來就不是我們的重點，但現在情況已經改變。
整個DeFi生態系的體驗即將來到一個轉折點。可能還需要一些時間，但我相信2024年將是翻轉DeFi體驗的一年。很快，你就能在PERP v3上體驗這一切。 https://perp.com/Perp-V3-Beta
PERP v3將賦予我們最大的彈性以兼容所有LP策略。我們建立了一個極簡的框架：無論是xyk AMM，訂單簿，預言機報價策略，還是與其他交易所價格同步避險的套利策略，只要能在鏈上或鏈下提供價格，都能與PERP v3完美結合。