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D Domingo_gou
Domingo_gou|#买美股上WEEX
@Domingo_gou

HertzFlow @Hertzflow_xyz 这次测试网重置,第一眼看是数据归零,其实更该看重置后还能不能跑顺。 官方说,这是为Mainnet准备的合约更新。用户合约记录重置,推荐记录保留。旧测试状态先放下,Trade、Pool、Vault要在新合约环境里重新接上。 我会先看交易者能不能正常开仓、持仓、结算;Pool LP能不能围绕单一市场完成存入、持有、退出;Vault LP能不能通过HzV参与多个底层Pool,并看懂Curator策略、份额变化和退出限制。 重置后的页面已经打开新观察窗口。Vaults当前TVL约 $3.99M,Bluechip Crypto、Degen Basket、Tech Giants、Macro四个Vault还在运行,Pools页面结构也完整。但这个阶段别急着拿新旧TVL硬比,合约版本和口径变了,混着看容易看偏。 Pool和Vault都不是保本产品,份额价格会受费用和净交易者PnL影响,提款也会受到PnL Factor和Reserve Factor约束。所以这几天最该看的,其实是钱能不能进,仓位能不能结,份额能不能看懂,退出规则能不能说清。 对HertzFlow来说,主网前最难的不是让按钮亮着,是让交易者需求、LP资金、Vault策略,在同一套新合约里对得上。能对得上,这次重置就有了意义。

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http://x.com/i/article/2080119060583632896

· 8.5K Views

2 Reposts 85 Likes 2 Bookmarks
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51 replies collected of 81 X reports
HOPIUM @UnDrogado_poeta · 15K

@Domingo_gou @Hertzflow_xyz thanks for the clear breakdown appreciate your insights

Chop chop @maxchop46 ·

@Domingo_gou @Hertzflow_xyz The key point is whether the contract can run smoothly after the reset, and that's well said. Let's observe the performance of Trade and Pool in the new environment together, and exchange ideas as we progress.

original · zh

@Domingo_gou @Hertzflow_xyz 重置之后合约能不能跑顺才是关键,这点说到位了。一起观察新环境下 Trade 和 Pool 的表现吧,有进展可以多交流

eth Ming @BNB776 ·

@Domingo_gou @Hertzflow_xyz A 99M TVL looks impressive, but the author is right; the PNL factor and reserve factor are the real tests. A TVL that can't be withdrawn is meaningless. Have you tested the exit process?

original · zh

@Domingo_gou @Hertzflow_xyz 99M TVL看着挺唬人,但作者说得对,pnl factor和reserve factor才是真考验,提不了现的TVL都是虚的,你们测过退出流程没

币圈 . 麻辣烫 @Skyn2026 ·

@Domingo_gou @Hertzflow_xyz After the reset, the TVL is still 3.99 million, but the contract version has changed, so comparing the numbers directly is meaningless. I'm more curious about how the Curator strategy allocates weights across the four Vaults, and whether the share price will suffer a Waterloo upon exit due to the influence of PnL. Seeking answers from experienced users.

original · zh

@Domingo_gou @Hertzflow_xyz 重置后TVL还有399万但合约版本变了硬比数字没意义,我倒好奇Curator策略在四个Vault里怎么分配权重,份额价格受PnL影响退出时会不会有滑铁卢?求老哥解答

加密贝姐LK @BTC100000015252 · 28K

@Domingo_gou @Hertzflow_xyz Reset Meaning

original · zh

@Domingo_gou @Hertzflow_xyz 重置意义

₿illzcollecshun🚦 @billzcollecshun ·

@Domingo_gou @Hertzflow_xyz I'm so glad to see the mainnet launch is in preparation.

original · zh

@Domingo_gou @Hertzflow_xyz 很高兴看到主网上线正在准备中。

Đecentralized Člub © @dens_club · 47K

@Domingo_gou @Hertzflow_xyz while understanding Curator strategies, share changes, and withdrawal restrictions

牛魔王 | OP_CAT @Btcniumowang · 18K

@Domingo_gou @Hertzflow_xyz I understand data clearing, but contract upgrade is the key.

original · zh

@Domingo_gou @Hertzflow_xyz 懂了 数据清零但合约升级才是核心

Saiful Islam @saiful265777507 ·

@Domingo_gou @Hertzflow_xyz Smooth recovery matters more than resets.

Faustino @77bncvbsdcg · 23K

@Domingo_gou @Hertzflow_xyz Looking forward to a better experience with the new contract

original · zh

@Domingo_gou @Hertzflow_xyz 期待新合约能带来更好的体验

web @webxiv ·

@Domingo_gou @Hertzflow_xyz reset only matters if the new contracts actually line up traders, LPs & Vault strategies.

Mario.fogo🗿 @Mario_we3 ·

@Domingo_gou @Hertzflow_xyz That's the kind of progress worth watching before mainnet

popy 789.base.eth 🟦| Ⓜ️🐝 @Poppy65592887 ·

@Domingo_gou @Hertzflow_xyz The key is whether the contract integration goes smoothly. Put the TVL figures aside for now and just see how the Vault exit restrictions actually work.

original · zh

@Domingo_gou @Hertzflow_xyz 合约对接顺不顺才是关键的 TVL数字这阶段先放一边 看看Vault退出限制实际怎么走就行

@Domingo_gou @Hertzflow_xyz Let's see if it can run first.

original · zh

@Domingo_gou @Hertzflow_xyz 先看跑不跑得动

恐龙博士🦖🦖🦖 @No_tariff3 · 11K

@Domingo_gou @Hertzflow_xyz Let's learn from each other.

original · zh

@Domingo_gou @Hertzflow_xyz 学习下

贾洛德森pro_🦞💎 @two3pro ·

@Domingo_gou @Hertzflow_xyz 重置後別急著盯TVL,Trade、Pool、Vault能不能在新合約裡順暢對齊才是主網前真正關鍵。

1
Vibe✨元气桃桃 @Vibe718 · 65K

@Domingo_gou @Hertzflow_xyz Focus on exit flow more than TVL.

Sophie #买美股上WEEX @hooe9212 · 29K

@Domingo_gou @Hertzflow_xyz Let's see how smoothly HertzFlow runs.

original · zh

@Domingo_gou @Hertzflow_xyz 看HertzFlow跑得顺不顺吧

@Domingo_gou @Hertzflow_xyz Contracts are only truly useful when they run smoothly.

original · ja

@Domingo_gou @Hertzflow_xyz 合约跑顺了才真的有用

Thaolarry base.eth @Thaolarry01 · 12K

@Domingo_gou @Hertzflow_xyz HertzFlow is developing rapidly

original · zh

@Domingo_gou @Hertzflow_xyz HertzFlow 正在迅速发展

ソハ|暗号資産 🐬TermMax @All3in4out · 22K

@Domingo_gou @Hertzflow_xyz Ngl watching if contracts actually hold

Roziqin @khoirulr331 ·

@Domingo_gou @Hertzflow_xyz The key is whether it can run smoothly after the reset.

original · zh

@Domingo_gou @Hertzflow_xyz 重置后能不能顺利运行是关键呢

Mr. Hunter @cryptob28811588 · 18K

@Domingo_gou @Hertzflow_xyz Monitor liquidity instead of making meaningless TVL comparisons.

original · vi

@Domingo_gou @Hertzflow_xyz Theo dõi thanh khoản chứ đừng so sánh TVL vô nghĩa

乐乐 @WQLOVE0909 · 11K

@Domingo_gou @Hertzflow_xyz Looking forward to the updated version

original · zh

@Domingo_gou @Hertzflow_xyz 期待更新后的它

CRX ROLLINS @crx_rollins · 14K

@Domingo_gou @Hertzflow_xyz Great to see them ironing out every detail.

City小霸王 | 买美股上 WEEX @hanhanbtc · 13K

@Domingo_gou @Hertzflow_xyz Awesome!

original · zh

@Domingo_gou @Hertzflow_xyz 给力啊

小美哥🕊️|🐬TermMax @luke102579 · 15K

@Domingo_gou @Hertzflow_xyz 上主網後能不能跑起來 大家都看著

宝爱金豆 @longtian168 ·

@Domingo_gou @Hertzflow_xyz Great article, I'll study it.

original · zh

@Domingo_gou @Hertzflow_xyz 很好的文章,学习一下

1
猫哥🕊️ @yqgyx123 · 28K

@Domingo_gou @Hertzflow_xyz Looking forward to the updated data after the testnet reset!

original · zh

@Domingo_gou @Hertzflow_xyz 期待测试网重置后的更新数据!

XtruΞ.eth @XtrueFy ·

@Domingo_gou @Hertzflow_xyz Contracts are only truly useful when they run smoothly.

original · ja

@Domingo_gou @Hertzflow_xyz 合约跑顺了才真的有用

Pixiu.eth🐬TermMax @lianshangpixiu · 18K

@Domingo_gou @Hertzflow_xyz can vault exits actually clear now?

Crypto墨城 @mocheng88888 · 13K

@Domingo_gou @Hertzflow_xyz This is a really good project!

original · zh

@Domingo_gou @Hertzflow_xyz 很不错的项目啊

K-Line @Maddere7 · 10K

@Domingo_gou @Hertzflow_xyz A TVL of 99M looks okay, but once the contract changes its wording, that number is just for show. After the reset, the most important thing to watch is how the PnL Factor is calculated. Have you actually tried withdrawing any funds, or are you just looking at the screen with the money lit up?

original · zh

@Domingo_gou @Hertzflow_xyz 99M的TVL看着还行,但合约一换口径,这数字看看就好。重置后最该盯的是PnL Factor到底怎么算,你真试过提款没,还是光看界面亮着

Dylan.迪伦丨🌊RIVER🐬TermMax @BTC99M · 108K

@Domingo_gou @Hertzflow_xyz There's no need to even mention it. I just want to know if the money in the pool can still be withdrawn normally.

original · zh

@Domingo_gou @Hertzflow_xyz 提都不用提了,我就想知道池子里的钱现在还能不能正常退出来。

0xMomo @0xmomonifty ·

@Domingo_gou @Hertzflow_xyz With so many vaults, the reserves must be very high.

original · zh

@Domingo_gou @Hertzflow_xyz 有这么多金库,应该储备很高吧

1
绒绒🐰Bunny @Bunnyy566 · 27K

@Domingo_gou @Hertzflow_xyz Let's try withdrawing the money first to see if it goes smoothly.

original · zh

@Domingo_gou @Hertzflow_xyz 先试下提款顺不顺

小薯条🕊️ @bjrya39878759 ·

@Domingo_gou @Hertzflow_xyz Data zeroing out isn't important; the key is whether the process runs smoothly.

original · zh

@Domingo_gou @Hertzflow_xyz 数据归零不重要,流程顺不顺才是关键

Cryptomania @Cryptocore001 ·

@Domingo_gou @Hertzflow_xyz Visible progress motivates, CNPY rewards make tracking effortless.

Dzola @Dzola17 ·

@Domingo_gou @Hertzflow_xyz I agree. The most important thing before the mainnet launch is to see if the funds and strategies under the new contract can truly match and operate.

original · zh

@Domingo_gou @Hertzflow_xyz 我同意,主网上线前最重要的是看新合约下资金和策略能否真正匹配运转。

@Domingo_gou @Hertzflow_xyz A smooth recovery is more important than a reset.

original · zh

@Domingo_gou @Hertzflow_xyz 平稳恢复比重置更重要。

naionislam @naion_islam ·

@Domingo_gou @Hertzflow_xyz Successful resets prove stronger foundations.

@Domingo_gou @Hertzflow_xyz We definitely need to try out the testnet.

original · zh

@Domingo_gou @Hertzflow_xyz 测试网必须要去体验体验

W0RLD 👾 @World100x ·

@Domingo_gou @Hertzflow_xyz Worth looking into

Lina 🦅 @XNXX_EN · 167K

@Domingo_gou @Hertzflow_xyz reset is the real test of whether the system actually works

@Domingo_gou @Hertzflow_xyz It's worth continuing to observe after the reset.

original · zh

@Domingo_gou @Hertzflow_xyz 重置后更值得继续观察

BIT Dragon @dsnb0159 ·

@Domingo_gou @Hertzflow_xyz Web3 evolves when the various elements of Web3 projects harmonize.

1
jiek @EeeQqqwww2426 ·

@Domingo_gou @Hertzflow_xyz If the Vault model can make its strategies transparent and let users know how the funds are operated, it will be more attractive in the long run than simply showing APY.

original · zh

@Domingo_gou @Hertzflow_xyz Vault 模式如果能把策略透明化,让用户知道资金怎么运作,会比单纯展示 APY 更有长期吸引力。

Cruise橘子哥🦧 @_dongjing7 ·

@Domingo_gou @Hertzflow_xyz This persistence warms my heart.

original · zh

@Domingo_gou @Hertzflow_xyz 这份坚持,看得心里暖暖的

苗公子🇨🇳 @Miao888_1000X · 13K

@Domingo_gou @Hertzflow_xyz Test network experience first Just waiting for the product to be released.

original · zh

@Domingo_gou @Hertzflow_xyz 测试网先体验 就等产品落地了。

hanqing @hanqing1120 ·

@Domingo_gou @Hertzflow_xyz The contract went to zero but the referral record remains, which is a signal in itself: HertzFlow's real goal isn't to migrate positions, but rather the user-generated relationship network. The hardest part before the mainnet launch has never been running the contracts smoothly, but getting traders willing to bring others into this new arena.

original · zh

@Domingo_gou @Hertzflow_xyz 合约归零但推荐记录还在,这本身就是信号:HertzFlow真正要迁移的不是仓位,而是用户裂变的关系网络。主网前最难的从来不是合约跑顺,是让交易者愿意带人进这个新局。