BabyGi

Every time $BTC consolidates sideways, memes start to stir, and this time is no exception.
$DOGE rose 9% last week, leading the charge out, with $SHIB and $PEPE following and showing signs of movement. Some new memes related to TRUMP and GME soared directly by over 300%.
Currently, DOGE is at $0.1143, up slightly by 1% today, while PEPE and SHIB are consolidating slightly at high levels. They haven't collapsed yet, but their momentum has clearly weakened.
Behind this, there is a classic capital rotation logic:
BTC stabilizes → institutional funds flow into mainstream altcoins → ret

Today’s Trump-Xi summit has a pretty friendly atmosphere. Trump opened by saying this could be the biggest summit in history.
He also praised Xi as a great leader, and Xi responded that China and the U.S. are partners, not rivals.
On the U.S. side, corporate bigwigs like Musk and Cook came with the delegation to discuss big deals. I think the fact that Trump brought so many leading American business figures with him sends a very clear signal: the U.S. business community still places a lot of importance on the Chinese market.
In the future, in areas like AI, technology, and supply chains,

Within three weeks, BlackRock, Morgan Stanley, and JPMorgan have successively applied for tokenized money market funds. The Wall Street tokenization race is no longer just research; it's about grabbing territory.
JPMorgan this time is quite interesting, directly targeting stablecoin issuers as their main clients. Stablecoin issuers have large reserve assets that need management.
They used to hold these in off-chain government bonds, but now JPMorgan wants to move this part onto the blockchain. Transparent reserves, real-time verifiable, lower regulatory pressure—this logic makes sense.
A

Bitmine announces goal: Hold 5% of the total supply of $ETH before December
What does 5% mean? The total supply of ETH is about 120 million, 5% = 6 million ETH, at the current price of about $13.8 billion, this is almost a replication of what Strategy is doing with $BTC
But I think these two things cannot be directly equated
The core of Strategy's establishment is a simple narrative, digital gold, limited supply, institutional reserves. This story is easy to tell, can be used for debt issuance and fundraising, and is accepted by the capital market
What is ETH? Gas token? Staking yiel

CPI just came out~3.8%—higher than the expected 3.7%
0.1 percentage point doesn’t sound like much, but it’s the highest since May 2023. Inflation isn’t that it can’t go down—it just can’t go down anymore.
My take: 🤔
First, the market’s reaction to CPI is more calm than expected. $BTC only dropped about 1%, with no panic sell-off. This shows that the buy/support around $80K is real—but it also shows the market has already priced in the bad news.
Second, what truly worries me isn’t today’s 0.1%, but the trend. 3.6% → 3.7% → 3.8%—rising for three straight months. This isn’t just one-mon

CPI just released—3.8%—higher than the expected 3.7%
0.1 percentage point may not seem like much, but it's the highest since May 2023. Inflation isn't going down; it's stuck.
My thoughts: 🤔
First, the market's reaction to the CPI is more subdued than expected. $BTC only dropped about 1%, with no panic selling. This indicates that the support around $80K is real, but also shows that the market has already priced in the bad news.
Second, what really worries me isn't today's 0.1%, but the trend. 3.6% → 3.7% → 3.8%, rising for three consecutive months. This isn't just monthly noise; it's

The open interest (OI) of SOL has increased by 47% over the past 10 days, ETF capital inflows have hit a two-month high, and the largest consensus layer upgrade in history, Alpenglow, has just entered testing—all three events happening simultaneously is no coincidence.
solana: So11111111111111111111111111111111111111112 current price $96, just one step away from $100, but this level has been stuck for a while.
OI is rising quickly, but the price hasn't moved = chips are accumulating, and a direction hasn't been forced out yet.
Alpenglow is the most underestimated variable; the underlying

RWA Perpetual Contracts Q1 2026 Total Trading Volume: $524.79 billion, up 1666% year-over-year. Hyperliquid HIP-3 single-quarter volume surged from 12.6 billion to 130.8 billion, with open interest increasing nearly 50 times in half a year.
The data is right here, I don't want to break it down item by item anymore, I'll just share my perspective.
In the past, RWA was often criticized for narrative being greater than actual activity, with TVL piled high but no real trading happening on-chain. This time is different; trading volume is the most direct proof of liquidity. Without genuine demand, t

Do you think RWA is more of a concept than reality? DTCC doesn't think so.
ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 Yesterday's high was $0.48, up 80.7% in a month.
Prices surged sharply, but what I care more about is the detail behind it.
In early May, DTCC formed a tokenized assets working group, with BlackRock and Goldman Sachs involved.
ONDO is the only native crypto project selected.
This isn't something ONDO boasted about; it's DTCC, the clearing and settlement infrastructure for the entire US capital market, explicitly invited.
Institutions aren't fools—they value

PayPal and Google Cloud made joint statements at Consensus Miami: AI Agent commercial payments require open payment protocols + encrypted multi-party custody, and they are choosing the underlying track of encrypted infrastructure.
I feel that the significance of this matter is seriously underestimated; these two companies announcing the same thing on the same day is no coincidence.
Everyone is still discussing whether $BTC will rise to 100k, but what truly redefines what encryption is used for is this message. AI Agents need to autonomously complete commercial transactions; they cannot op

Nvidia has already committed over $40 billion in AI equity investments this year, and the AI computing narrative is now the market's only consensus anchor; everything else is noise.
But even consensus anchors can break.
Do you think the market is correct in ignoring geopolitics and focusing solely on the AI + rate cut logic, or is it actively avoiding an unpriced tail risk?
Do Your Own Research, not investment advice.
#英伟达 #NVDA

The latest round of conflict in the Iran war is the largest in the past month, with the Strait of Hormuz blockade causing a loss of nearly 1 billion barrels of oil supply, and the situation is still worsening daily.
Global oil and gas executives say this will permanently change the energy market landscape. Meanwhile, Putin says he believes the Ukraine conflict is about to end.
Two wars are simultaneously heading toward a conclusion, and Trump is scheduled to meet Xi Jinping at the summit next week. Investors are viewing this summit as the next key milestone for a US-Iran ceasefire.
The m

The latest round of conflict in the Iran war is the largest in the past month, with the Strait of Hormuz blockade causing a loss of nearly 1 billion barrels of oil supply, and the situation is still worsening daily.
Global oil and gas executives say this will permanently change the energy market landscape. Meanwhile, Putin says he believes the Ukraine conflict is about to end.
Two wars are simultaneously heading toward a conclusion, and Trump is scheduled to meet next week; investors are viewing this summit as the next key point for a US-Iran ceasefire.
The market's reaction is that the

Previously, it was discussed that Polymarket's monthly trading volume peaked at over $1 billion, and the CFTC received more than 1,500 public comments. Prediction markets are transforming from niche tracks into essential financial infrastructure that regulators must address.
But I’d like to talk more about a combination that hasn't gone mainstream yet:
AI Agent × Prediction Market
Prediction markets profit from information pricing—whoever has faster and more accurate information wins. AI Agents have structural advantages in both dimensions: speed is at the second level, and coverage brea