起床就是噩耗：大盘下跌，手里的山寨也缩水了不少；
昨天领的MMT昨晚大涨，可惜已经卖飞。
我人还迷糊，手已经条件反射去翻昨晚做的一份“跨链风险清单”，顺手把 @skate_chain 的 S2 页面再打开。跨 VM 的环节越多，暴露面越大；与其桥→换链→多签名三连，不如把复杂性藏到基础设施里，这点我今天格外认同。
S2 的关键不在“喊口号”，而在把激励跟真实使用绑定：官方承诺三个月总额 150万 $ezSKATE，按月度 TVL 快照决定当月发放，并配合每 14 天一次的创作榜单快照与质量系数，鼓励能拉动真实交易/留存的内容。
档位上，TVL > $10M → 每月 500K，$5–10M → 300K，更低档位比例递减；11 月 30 日还有当月 TVL 的月度结算点，这一刀直接影响当月配额。
思远认为，这一套是“内容→TVL→协议费→回流激励”的闭环，能抑制纯刷屏。
我这周的打法：
1）验证路线：做一轮 EVM↔SVM↔TON↔（Sui 扩展在路上）同款资产的真实兑换与 LP，记录“到手时间/滑点/gas/失败率”，用图和 TX 链接说话；
2）抓节奏：对齐 14 天快照，输出两篇“可复现教程”+一篇“数据复盘”，打在能转化 TVL 的场景上；
3）跟进变更：AMM 加流/LP 开关与 DAO 回购提案一旦落地，马上评估费率回流与做市收益对 TVL 的边际影响。
上轮我写到一半犹豫，错过了窗口，这次不做观众。
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