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Retail investor "leader" Serenity vs. rising stock market guru Leopold: How do these two top hunters tap into the "physical limits" of AI?
Two rising stars in AI investment, Serenity and Leopold, reveal the revaluation of underlying assets: from hidden dark horses in the chip supply chain to billions of dollars in hedge funds betting on physical bottlenecks, the era of "paying a price for computing power" has arrived.Amidst a "late spring cold snap," three emerging Perp DEX companies have secured nearly $100 million in funding. What are their origins?
In April 2026, crypto venture capital investment plummeted by 74%, but in May, on-chain derivatives bucked the trend and surged. PopDEX, Variational, and Liquid, three major protocols, secured nearly $100 million in funding, and the Perp DEX new battlefield was launched.Trump "assists" Warsh in his official inauguration; beyond the AI bet, the Fed's independence becomes a more crucial battle.
Kevin Warsh was sworn in as the 17th Chairman of the Federal Reserve, attempting to replicate Alan Greenspan's AI revolution, but he faces high stagflation, violent fluctuations in the bond market, and a crisis of confidence in his independence. Can his debut continue the legend?Wall Street giants are scrambling to buy GPU futures, the crypto market has already begun its battle.
Wall Street giants are vying for pricing power over GPU computing power, with ICE and CME launching computing power futures contracts one after another, marking the beginning of the first year of financialization of AI computing power assets.Saying goodbye to unchecked growth, compliance premiums and an open ecosystem define the second half of the stablecoin era.
The stablecoin market is becoming increasingly segmented. The emerging USDG stands out with its dual compliance and open ecosystem, while OKX offers high returns and no holding limits, making it a balanced choice for capturing certainty premiums.Hyperliquid saw multiple positive developments on the same day: Coinbase acquired USDH, and CBRS pre-market perpetual contracts gained popularity.
Hyperliquid partners with Coinbase and Circle; USDH officially gives way to USDC; HYPE breaks through $40, rising over 20%; CBRS Pre-IPO perpetual contract trading volume surges; ETF simultaneously listed on Nasdaq.Strategy's new financial report shows huge losses, but STRC has become a new favorite in DeFi. How did the high interest rate of 11.5% get moved on the blockchain?
Strategy suffered a massive $12.5 billion loss in Q1, but STRC preferred stock has become a new favorite in DeFi. Saturn, Apyx, and Pendle have integrated an 11.5% dividend yield to create an on-chain interest-bearing structure for Bitcoin, but the capital efficiency game hides the risk of a chain of liquidations.With frequent security incidents and a sharp drop in user activity, is anyone still using cross-chain bridges?
Cross-chain bridge daily active users (DAU) continued to decline to 13,000, reflecting a collapse in security trust coupled with a cooling of liquidity. However, true cross-chain interoperability is just beginning: the technology is shifting from consumer-facing (C-end) interaction to business-facing (B-end) infrastructure, chain abstractions and centralized exchanges (CEXs) are diverting users, and the airdrop wave is receding. Cross-chain bridges are taking a backseat, while institutional-grade trading is quietly booming.After AAVE was hit by a bullet, what did Spark do right to attract $1.3 billion in funding against the trend?
Aave suffered a multi-billion dollar run due to the rsETH vulnerability, while Spark, with its prudent risk control, attracted $1.3 billion against the trend. This DeFi crisis reveals the value of a security-first strategy, with funds shifting from pursuing efficiency to seeking stability.KelpDAO's cross-chain fraud went wrong, leaving AAVE as the "foot of the bill," prompting industry calls for a repricing of risk.
KelpDAO suffered a nearly $300 million loss in a hack, exposing a single point of failure vulnerability in the LayerZero cross-chain bridge. The incident triggered nearly $200 million in bad debts on Aave and panic-driven capital outflows from the market, forcing the DeFi industry to re-examine the balance between multi-chain expansion and security risk control, and may drive structural changes such as lending segregation pools and mandatory insurance.How did RAVE achieve a textbook-level short-selling kill with 90% control of the market, surging 80 times in 7 days?
RAVE token surged nearly 80 times in 7 days, but behind its valuation of tens of billions is a 90% monopoly and on-chain manipulation? Unveiling the manipulation traps in the altcoin market, how can investors escape FOMO and short-selling attacks?Crypto exchanges are scrambling to acquire pre-IPO assets: SpaceX shares can now be purchased with stablecoins.
Binance, Bitget, and Gate, three major exchanges, are entering the pre-IPO market by using tokenization protocols to allow retail investors to invest in top unicorns like SpaceX and OpenAI with low barriers to entry, seize the growth dividends of AI, and reshape the global asset allocation landscape.Aave is mired in a trust crisis: service providers are leaving en masse, and the company has failed in its technology, governance, and risk control.
Aave has faced a mass exodus of ecosystem service providers, with Chaos Labs, BGD Labs, and ACI all severing ties, posing a severe challenge to DAO governance and protocol security. This internal split reveals a deep paradox of decentralized governance, making the transformation path of lending leader Aave fraught with difficulties.
