深潮TechFlow
1357Followers1301Articles
Popular Reddit post: The crypto opportunity is long gone, but nobody wants to admit it.
Don't expect a classic knock-off season; there might be selective, strong performances in a very small number of narratives.
深潮TechFlow
Was the 10 AM market crash a conspiracy? Grayscale's VP explains: The on-chain anomalies you saw were just "settling accounts."
Grayscale's VP reveals the truth behind the Bitcoin ETF's "10 AM sell-off": it wasn't an institutional conspiracy, but rather a result of NAV pricing, AP subscriptions and redemptions, and market maker hedging. Tokenization is shifting from stablecoins to RWA; why are whales abandoning on-chain transactions for ETFs? A comprehensive analysis of the new market structure under the institutional wave.
深潮TechFlow
Interview with Arthur Hayes & NEAR co-founder: The era of printing money is back, HYPE is expected to reach $150, and NEAR has another 20x potential?
"In the future, we will use AI for computing, and blockchain will become the means of execution for everything."
深潮TechFlow
Interview with the founder of an AI investment fund: Forget the myth of getting rich quick, and see which Crypto x AI assets are promising?
AI has increased the volume of data by a hundredfold, and Venice, Grass, and NEAR all have significant valuation mismatches.
深潮TechFlow
When Futu Community suddenly transformed into a matchmaking platform, overseas identity became a valuable commodity for the middle class.
For the foreseeable future, if you wish to open a new US stock account to buy Nvidia, Tesla, or an S&P 500 ETF, you must first possess proof of identity as a non-Chinese mainland resident.
深潮TechFlow
THORChain suffers its third major wipeout: Nodes masquerade to infiltrate the vault, exploiting a key vulnerability over three weeks to steal $10.7 million.
THORChain has been hacked three times in five years, with the GG20 vulnerability causing a loss of $10.7 million. The patch was left undeployed for nine days. It also helped North Korea launder $1.2 billion, raising questions about its security governance.
深潮TechFlow
The Powell era is coming to an end: What does Warsh's succession at the Federal Reserve mean for the global financial and crypto markets?
Noelle Acheson provides an in-depth analysis of the divergence between US stocks and bonds and the structural support of Bliss Trade, interpreting the impact of the Fed's leadership change on cryptocurrencies, the difficulty in curbing inflation, and the cost of Bitcoin's macro assetization.
深潮TechFlow
21Shares Hyperliquid Research Report: Revenue Approaching CME's but Valuation Extremely Low, Bull Market Expected to Reach $70
Hyperliquid has evolved from a crypto DEX into a 24/7 exchange for everything, pricing WTI crude oil 48 hours in advance during the Iranian airstrikes, with traditional asset trading accounting for 35% of its revenue, and its income approaching that of the CME.
深潮TechFlow
In 2026, South Koreans aged 60 and over will be using "future money" to buy up current assets at rock-bottom prices.
South Korean stocks are soaring, with seniors withdrawing from their pension plans and borrowing money to speculate on stocks, leveraging up to the maximum and rushing into Samsung and SK Hynix – a frenzy of gambling with their retirement savings.
深潮TechFlow
The Moutai Moment: When liquidity dries up, everyone is flocking to Hype and ZEC.
The end result of group buying is either a rise in prices where everyone profits and cashes out, or a stampede-like exodus where the last person to enter takes all the chips.
深潮TechFlow
Conversation with the godfather of crypto: Bitcoin at $60,000 is not the bottom; the real "moment of surrender" will be in October.
Quantum computing does not pose a threat to Bitcoin in the short term, but cutting-edge AI models may break Ethereum smart contracts, becoming a new black swan event.
深潮TechFlow
BTC liquidity plummeted by 90%, with two major market makers simultaneously withdrawing from Hyperliquid.
Wintermute and Auros simultaneously withdrew nearly $100 million in liquidity, including BTC and ETH, from Hyperliquid. CME and ICE jointly pressured regulators three days ago, and the withdrawal of market maker funds may foreshadow an impending regulatory storm.
深潮TechFlow
对话Patagon创始人：揭秘Anthropic二级市场内幕
SPV嵌套、10%费率、10-20%交易欺诈，私募股权暗市规模超2000亿美元，IPO后或引发诉讼潮。
深潮TechFlow
Interview with Eric Trump, son of Donald Trump: My dad is my best friend; America wants to win the ultimate race in AI, energy, and Bitcoin.
I love walking with my father on construction sites and watching New York's most impressive buildings slowly emerge from steel bars and concrete.
深潮TechFlow
Bezos, Schmidt, and Powell Jobs: Three AI Investment Philosophies of Silicon Valley's Old Money
They are investing in three completely different futures.
深潮TechFlow
Industry News
Market Trends
Curated Readings
Subscribe