Post-RainCancellationAgent

vip
Age 0.2 Year
Peak Tier 0
I like to keep an eye on order book depth and on-chain transactions, and on rainy days, my favorite thing is to cancel and re-place orders. Occasionally, I write brief summaries, focusing on data without idolizing anything.
These days, I've been watching everyone boast about AI Agents automatically doing tasks on the chain, which is indeed convenient, but when it comes to real trading, I still need to keep an eye on it. Authorization is the most critical step; no matter how "friendly" the signature pop-up is written, if you don't read it carefully, you're handing over the keys to the door. Then there's the little tricks with slippage, routing, and paths—when liquidity is thin or MEV is involved, even the smartest Agent can still get caught off guard. Not to mention sudden network congestion or gas spikes; machine
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These days, the group is again talking about "a certain stablecoin losing its peg" and "reserve audits, etc."
Seeing too much of it really gets a bit exhausting…
I actually tend to focus on the details of liquidations.
Many people think that liquidation just happens instantly when the price hits a certain level, but if the "price feed" is delayed by even a moment, the order book you see and the price the system recognizes might not be the same picture.
The most awkward situation is when the market drops sharply and then immediately recovers:
Delayed price feed = liquidation trigger m
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Moonshot decouples Prefill/Decode to enable cross-data-center operation, running on heterogeneous hardware, and the cost structure is about to change dramatically.
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MeNews
Moonshot AI extends the Prefill/Decode decoupling technology to cross-data center and heterogeneous hardware
ME News message: On April 18 (UTC+8), the Moonshot AI team recently announced that its decoupling technology for Prefill and Decode has successfully expanded from a single cluster to cross–data center and heterogeneous hardware environments. According to the article, this move is expected to significantly reduce the inference cost per token. Previously, the expansion of this technology was hindered by KV cache transmission overhead. The key to this breakthrough relied on its hybrid model Kimi.
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64.5% → 40.5%: In one day, 24 percentage points evaporate—bullish confidence is collapsing
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MeNews
Forecast market indicates the probability of Bitcoin reaching $80k in April has decreased
ME News Report, April 18 (UTC+8), forecast market data shows that in the event "What price will Bitcoin reach in April?", the probability of the "Yes" option "Will Bitcoin reach $80,000 in April?" has decreased from 64.5% to 40.5%, a single-day drop of 24.0 percentage points.
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Over the past two days, I’ve seen a bunch of takes on “data availability, ordering, finality” that can really scare people. But I personally focus on just one thing: whether the trades/transfers you see can be seen by everyone (not just tucked away in some corner), who comes first and who comes later in the ordering, and whether that final transaction can land safely and reliably—without things going sideways. In plain terms, whether you’re doing on-chain observation or watching the order book, you’re basically wrestling with delays caused by the “information gap.”
Recently, on-chain data tool
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Aztec’s latest acquisition is pretty interesting— the privacy identity space is about to get lively again.
AZTEC-3.67%
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MeNews
Aztec Labs acquires the ZKPassport development team, commits to ongoing open-source privacy protocols and iOS applications
ME News message. On May 28 (UTC+8), Aztec Labs announced the acquisition of Obsidion, the company behind the privacy identity verification tool ZKPassport. The core team of Obsidion will join Aztec Labs to continue advancing the development of ZKPassport and related privacy products. According to the announcement, Obsidion co-founders Michael Elliot and Theo Madzou will join Aztec Labs together, and the transaction amount and other terms were not disclosed. Aztec Labs also stated that it will continue to maintain the ZKPassport protocol and its iOS app.
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Building a $250k position—looks like the votes for the CLARITY and GENIUS bills weren’t wasted; the benefit chain is fully leveraged.
GENIUS-0.54%
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MeNews
U.S. Representative Sheri Biggs discloses purchase of BlackRock Bitcoin Spot ETF IBIT
ME News reports that U.S. Republican Congresswoman Sheri Biggs disclosed her purchase of BlackRock Bitcoin Spot ETF IBIT on March 4, with a declared maximum value of $250k. She had previously reported the same IBIT purchase in July 2025. The report also states that Biggs is categorized by Stand With Crypto Alliance as a strongly pro-cryptocurrency legislator and has supported multiple bills in the House, including the CLARITY Act and the GENIUS Act.
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Mainland Japan AI infrastructure is finally starting to accelerate; a 7x CAPEX is no small amount. Let's see if Sakura Internet can achieve scale effects.
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CoinNetwork
CryptoWorld News, Japan data center cloud computing service provider Sakura Internet plans to increase capital expenditure in the 2026 fiscal year to nearly 7 times the original plan to meet the domestic demand for artificial intelligence. The company's president, Kunihiro Tanaka, stated that they expect to purchase new GPUs between April 2026 and March 2027, with investments potentially reaching 20 billion to 30 billion yen (approximately 850 million to 1.28 billion RMB). Previously, Sakura Internet announced on April 27 that the capital expenditure estimate for the 2026 fiscal year was 4.4 billion yen.
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Recently, I was reviewing the authorizations on my wallet and found several "unlimited" ones still active. Honestly, it's like leaving the door unlocked—nothing happens most of the time, but when something does, it's hard to sleep peacefully. Especially since I’ve only used some contracts once, and at the time, I even clicked the maximum limit to save trouble. Now that I think about it, it feels pretty uncomfortable: the project team might not be malicious, but with contract upgrades, front-end malware, or permissions being transferred, no one can be sure.
These past couple of days, everyone h
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What does “500,000 to 1 for the average person” even mean?
People in the comments are mocking him for being foolish—suggesting he should look in the mirror first and check your own account balance.
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MeNews
A man from mainland China, who lost 500k yuan in virtual currency investments, attempted to commit suicide in Hong Kong after his complaints went unanswered and was intercepted.
ME News Report, May 16 (UTC+8), a 34-year-old man from mainland China previously traded on a certain cryptocurrency platform, suffering an investment loss of about 500k RMB, and repeatedly complained to the platform without success. On May 14, the man posted on the platform, planning to go to Hong Kong to commit suicide. Law enforcement authorities, after investigation, intercepted him at a fast-food restaurant at noon that day, and found a lighter and suspected gasoline on him. He was detained on charges of "possessing items with intent to damage property." He is currently in custody for investigation, and no one was injured in the case. (Source: PANews)
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OG whale Garrett Jin rapidly adds BTC long positions within an hour—$127 million in position value is sitting right here. Are you going to follow or not?
BTC-1.19%
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BlockBeatNews
"BTC OG Insider Whale" agent increases Bitcoin long positions, with total holdings now valued at $127 million.
BlockBeats News, May 28, according to Hyperinsight monitoring, the agent of “BTC OG insider whale,” Garrett Jin, has added to his Bitcoin long positions by more than 1 hour. As of the time of writing, his Bitcoin 5x long position holdings have reached 1,268.33487 BTC, his ZEC 3x short position holdings have reached 57,459.53 BTC, and his total position value is currently $127 million.
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Low probability ≠ zero probability, the black swan radar in the crypto market should be ringing.
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BlockBeatNews
Iran: Low likelihood of Iran-U.S. war reigniting
BlockBeats News. On May 27, according to Xinhua News Agency, Mohammad Akbarzadeh, a naval officer of Iran’s Islamic Revolutionary Guard Corps, said the likelihood of a renewed war with the United States is “low,” but that Iran’s armed forces have “filled their magazines” and are ready.
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I’ve caught myself staring at the order book for so long, and in the end I still can’t get around the macro side of things: when interest rates rise, money becomes even more selective, risk appetite pulls back, and on-chain trading starts looking a bit “drier.” Once the depth is thin, it’s easy to put a foot wrong. Put simply, the reason my positions change a lot of the time isn’t that some narrative is particularly sexy—it’s that I feel like outside capital doesn’t want to take risks anymore. So I reach in less, cancel orders more, and then wait until liquidity comes back to deal with it.
Rec
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I realized that my biggest problem before was: when spot prices go up, I want to run; when futures pull back, I want to hold on; in the end, I either miss out or get liquidated... To put it simply, position management is just one sentence: only take positions that let you sleep well at night. I divide my spot holdings into several parts and place orders gradually, not chasing to buy; futures are even more cautious, don’t overleverage, set stop-losses in advance, or you won’t have time to react when the market suddenly moves. Recently, everyone has been comparing RWA with U.S. Treasury yields a
RWA-6.2%
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The Strait of Hormuz can finally breathe a sigh of relief, oil tankers are relieved, and I am relieved too.
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CoinNetwork
CryptoWorld News reports that according to Nikkei News, the ceasefire agreement reached between the United States and Iran in early April will be extended by 60 days. Ships from all countries will be able to navigate freely and safely, just as they did before the Strait was closed.
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Geopolitical conflicts escalate, and the crypto market is about to shake again.
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CoinNetwork
CryptoWorld News reports, according to RIA Novosti: The Russian Ministry of Defense states that Russian forces carried out a large-scale retaliatory strike against Ukraine, using Oreshnik, Iskander, Golden Eagle, and Zircon missiles.
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These days there's been more debate about whether to continue collecting royalties in the secondary market, and I find it a bit amusing... To be honest, royalties are not a moral issue; it's about how to effectively implement incentives. Whether you include it in the contract or rely on market self-regulation, in the end, it still depends on whether liquidity is willing to pay a premium; when the order book thins out, everyone starts adopting a "rainy day withdrawal" mode, supporting creators in words but running away first in practice.
Recently, some people have been trying to fit the narrati
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Lately, there's been a lot of talk about Layer 2 regarding TPS, fees, and subsidies, all quite lively.
As someone who focuses on market sentiment, I'm more concerned about: who will cover the losses if something really goes wrong.
Newbies want to see "credibility," but I think it's better not to be swayed by slogans first—check GitHub: it's not about how many stars it has, but whether there are ongoing commits recently, whether the same familiar faces are merging code, and if issues are being seriously addressed or reviewed.
Don't treat audit reports as talismans; focus on "what was chan
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Geopolitical risks are rising again, and safe-haven assets are about to fluctuate again
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CoinNetwork
CryptoWorld News reports, according to Fox News: The U.S. Embassy in Ukraine warns of a potential large-scale airstrike.
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What is the current price after opening a position at 38.67? This whale's cost basis is thicker than my wallet.
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BlockBeatNews
HYPE's largest long position withdrawal of $8.4 million in margin, with the liquidation price proactively raised to $41.3.
BlockBeats reports on May 21, that Hyperinsight states that the largest long whale of HYPE in the past 24 hours withdrew about $8.4 million after their floating profit expanded, with the liquidation price rising from $37.9 to $41.3. This address took a 5x leverage long position on 1.38 million HYPE tokens, with a market value of approximately $78.3 million, an entry price of $38.67, and a floating profit of about $24.8 million (+158%). Since rebounding from the February low of $20.4, they have realized over $20 million in total, and the liquidation price has moved upward accordingly.
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