DaoAfterparty

vip
Age 0.2 Year
Peak Tier 0
More concerned about people and atmosphere: who is driving things forward, who is holding things back. Governance is observed, but they prefer post-meeting reviews, and often complain about meetings being too long.
Whale activity is diverging: some are withdrawing and pledging, while others are taking profits and cashing out; the HYPE tokens are being reshuffled.
HYPE1.41%
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CoinNetwork
CryptoWorld News reports that, according to monitoring data, a newly created wallet address 0x9c4 withdrew 180k HYPE tokens from Coinbase, worth approximately $180k, and used them for staking. Another address, 0x913, sold 238.8k HYPE tokens, earning $1.3 million, and is currently still staking 10k HYPE tokens.
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Removing SpaceX's ETF? Sounds like an emotional product tailored for Musk's critics, but will the market really buy it?
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MeNews
Analyst: The market may see an "exclusion of SpaceX" index ETF, but demand is expected to be limited
ME News report, June 1 (UTC+8). According to BlockBeats, Bloomberg senior ETF analyst Eric Balchunas revealed that several market participants have proposed launching an S&P 500 ETF that does not include SpaceX stock. However, Balchunas is somewhat pessimistic about the market response to such a product. He noted that there are currently about 24 ETFs related to SpaceX, but the actual demand for a “SpaceX exclusion” strategy may be overestimated. The controversy surrounding SpaceX mainly comes from active social media communities rather than mainstream investors. Earlier, the market had launched an S&P 500 ETF that excluded technology stocks, but it did not receive widespread attention. In the future, if SpaceX’s IPO succeeds, the market may see short or inverse SpaceX ETFs, allowing investors to manage risk. Additionally, he said
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Recently, people are talking again about re-staking + shared security, and the idea of layered yield stacking sounds really great—but I always feel that what everyone is stacking is a bit like an “illusion layer”… Put simply, security isn’t infinitely replicable, and the risks won’t disappear just because you change the name. In the community, they’re arguing now about whether it’s “nested dolls”—but I think the arguing itself is pretty real: some want to push for KPIs, some are afraid of taking the blame, and some just want to get things clearly explained.
My definition of “long-term” is actu
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With the high-interest environment lasting even longer than expected, the RWA and stablecoin yield tracks are actually about to take off.
RWA-2.77%
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MeNews
Grayscale: Accelerating U.S. inflation delays Federal Reserve rate cuts, stablecoin issuers will receive higher reserve yields
ME News Report, May 16 (UTC+8), Grayscale Research states that accelerating inflation in the United States limits the Federal Reserve's room to cut interest rates. The market expects rate cuts not until September 2027. The macroeconomic environment's impact on the crypto market includes: trading to hedge against fiat devaluation will be under pressure, tokenized fixed income markets will accelerate development, and stablecoin issuers will earn higher yields from reserves. (Source: MLion)
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Recently, everyone has been talking about AI Agents going on-chain to automatically do work.
I really want to be lazy, but honestly, many steps still require human oversight: it can help you scan proposals, run scripts, click transactions, but when it comes to "approve or reject this transaction, sign or not sign this authorization, whether to turn off permissions," this is a big responsibility that still needs a person to handle.
Especially now with phishing links being common and hardware wallets out of stock, my partner keeps saying "Anyway, the robot will help you check," and I almost
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Total transactions are nearly 900k. Are Falcons fans panicking now?
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MeNews
Total losses exceed $700,000; the account bought in over $140,000. "CS2 IEM Rio Major playoffs: Spirit defeats Team Falcons"
On April 18, an Odaily Seer–monitored Polymarket prediction event showed that account Dhdhsjsj bought about $140,000 worth of Spirit to beat Falcons, at an average price of $0.415, for 357,106.3 shares. The total trading volume for Spirit vs. Falcons was $897,000, and the match is still ongoing. CS2 IEM Rio playoffs is a top-tier event, and both Spirit and Falcons are mainstream powerhouse teams; market fluctuations had already appeared before pricing.
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Passing by and giving a kick, the World Cup atmosphere is at its peak
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CoinNetwork
CryptoWorld News reports that XBIT DEX says the World Cup atmosphere is growing stronger, and everyone is welcome to stop by and have a quick kick.
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Tehran communicates through Islamabad; this channel is chosen delicately — it preserves face while drawing a red line.
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MeNews
Iran has stated that it has informed the U.S. that it has not yet agreed to hold the next round of negotiations.
ME News Report, April 18 (UTC+8), Iran has not yet agreed to hold the next round of talks with the United States. Iran has informed U.S. officials of this through Pakistan. According to sources from relevant departments, due to the U.S. imposing a maritime blockade on Iran and making excessive demands during negotiations, Iran has not yet agreed to hold the next round of talks with the U.S. Iran emphasizes that the main condition for continuing negotiations is the U.S. "avoiding making excessive demands," otherwise, Iran "is unwilling to waste time on prolonged and meaningless negotiations." (Source: PANews)
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Right now, I look at whether a DAO/project team is serious or not.
First, I don't judge by how polished their PPT is; I look at how the treasury funds are spent:
It's not about "market/operations" being a one-man show, but whether it can be broken down into milestones,
and once reached, the next fund is unlocked; if not, they honestly explain where the bottleneck is.
To put it simply, the more vague the spending, the more bickering there will be later,
and in the end, it becomes "who has the loudest voice wins."
I'm also pretty casual about "long-term":
On-chain, I consider a qua
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Coze needs to scale up and be implemented in practice; the underlying computing power must be in their own hands. This move is very aggressive.
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CoinNetwork
ByteDance develops custom CPUs to support AI needs
ByteDance is developing custom CPUs to meet the growing demand for AI infrastructure. Due to rising chip prices and long-term shortages, the company is accelerating its in-house development, planning to deploy self-developed CPUs in its own servers and data centers to support internal operations and prepare for large-scale deployment of proxy products like Coze. Currently, two architectural paths are being pursued in parallel: based on ARM and based on open-source RISC-V, to evaluate the best design for long-term data center needs. At the same time, they still purchase CPUs from Intel and AMD, but recent price increases from both vendors have accelerated the internal substitution process.
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Recently, governance voting feels a bit like my mindset version update: v1 still stays up late to read proposals, v2 starts only caring about who’s pushing and who’s dragging, v3 is outright discouraged by the “Delegate” button... To be blunt, delegated voting was originally meant to be convenient, but it slowly turns into “handing the keyboard to familiar people,” and in the end, those familiar people become the few large accounts. So, who exactly does governance tokens govern? Maybe it’s everyone’s time and patience.
And whenever new L1/L2 incentives roll out to boost TVL, the longtime users
L1-20.77%
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Can a $550 billion valuation support a trillion-yuan investment? Chip restrictions are forcing a low-cost approach, and the quarterly adjustment explanation shows that even ByteDance is feeling its way across the river.
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BlockBeatNews
ByteDance plans to ramp up this year’s capital expenditure to a record high of $70 billion, and next year it is set to lay the groundwork for a battle at the “hundreds of billions” level.
ByteDance plans to raise this year’s capital expenditures to about $70 billion, to expand AI infrastructure, with a budget of RMB 4000–5000 billion; if the environment is favorable, it could increase to about $100 billion, or even as high as $100 billion, next year. Its expansion scale is far beyond that of domestic peers. Although Tencent and Alibaba have also made investments, it is difficult to match ByteDance’s single-year scale. Affected by chip export controls, the low costs in China remain a key advantage. The company is supplementing computing power through its own data centers and customized ASICs, while also advancing AI research and development. Its valuation is about $550 billion, and future spending will be adjusted on a quarterly basis.
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I'm now judging whether the project is serious or not, not by how fancy their PPT is, but by focusing on the treasury expenditures: where the money was spent, who signed off, and whether it matches the milestones. To put it simply, the kind of "ecosystem incentives" every month that have no deliverables, no reviews, and no one taking responsibility—I assume they are just dragging it out.
Later, I thought it was quite funny—everyone arguing like they’re trying to save the world at the governance meeting, but after it’s over, it’s just “we’ll sync again next week.”
Recently, the NFT royalty
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Recently, someone has been arguing over "on-chain data" as if it were an imperial decree, and I really want to laugh… The transfers, holdings, liquidations you see are often just versions "translated" for you by nodes/RPCs/indexers. Blocked, slow synchronization, queued indexing—just a little delay can make you start half an hour late. Especially during unlock days, everyone watches the token unlock calendar expecting selling pressure to come, but in reality, the data you're looking at is still on its way.
What I regret isn't the outcome, but trusting too much that "what I see on my side is ju
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Let’s set the liquidation line in that lending position. Based on my experience, if you’re three steps away from the red line, don’t pretend to be calm… First, treat your position as if it could be “pulled away for a meeting tonight.” If you can reduce it, reduce a little—don’t think about averaging down and turning the situation around in one move. Then, switch your collateral to something with lower volatility, or simply add a bit of margin to pull the health score back up, so you can sleep more peacefully. If you really want to stubbornly hold on, that’s also fine—but at least make sure the
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This round of mediation in Qatar is worth an MVP; freezing assets and unfreezing them are often the first steps to breaking the ice in negotiations.
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BlockBeatNews
Sources: US and Iran reach understanding on Iran's frozen assets, agreement may be announced tomorrow
BlockBeats News, May 26 — According to Al Jazeera, a source familiar with the talks between Iran's senior delegation and Doha officials stated that Qatar's mediation has facilitated an understanding with the United States regarding Iran's frozen financial assets. The source added that, as an agreement has been reached on this critical issue for Iran, it is very likely that the US and Iran will announce the deal tomorrow. (Jin10)
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Regulatory decision is final; overseas identity has become hard currency. The generational game has just begun.
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MarsBitNews
When Futu becomes a matchmaking corner, overseas identities become the hard currency of the middle class
On May 22, after the CSRC issued hefty fines to overseas brokers such as Futu, Tiger, and Changqiao, the Futu app community suddenly evolved into a covert, marriage-and-dating-style securities market, revealing the middle class’s intense demand for overseas identities. The account-opening threshold has been raised step by step—from utility and water/electricity bills to overseas passports—making identity a rare, hard currency and enabling asset allocations such as U.S. stocks and overseas insurance. With regulators’ crackdown finally landing, the price of “identity insurance” has jumped, and this intergenerational transfer will continue to push up the value of overseas identities.
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Lately, I've been feeling a bit anxious about taxes and reporting... Usually, trading is fun, but at the end of the year, reconciling accounts feels like digging up old debts. Now I force myself: every time I interact on-chain or switch between CEXs, I casually put the tx hash, time, counterparty, and a screenshot into a spreadsheet, plus a note saying "what this transaction was for" (otherwise, I won't recognize it after three months). AI agents and automated trading have been pretty popular lately, with all the hype, but honestly, the easiest things to overlook are security and record-keepin
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Last night, I was checking on-chain transfers and saw a series of "coincidences": A sent to B, and B just happened to transfer to C. I thought someone was acting again... But then I followed the path and broke it down, and it turns out: funds were withdrawn from an exchange → routed through an aggregator for swapping → then sent to a commonly used wallet for distribution. The whole process is like stopping by to buy groceries on the way home from work, not some mysterious organization.
But now the community is arguing quite fiercely about privacy coins/mixing/ compliance. Some people shout "la
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The fleet being detained is already a sensitive issue, and going on-site to film mocking videos is confusing.
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CoinNetwork
CryptoWorld News reports that, according to The Israel Times, Italian Prime Minister Meloni and Foreign Minister Tajani issued a joint statement on the 20th condemning Israeli National Security Minister Ben-Gvir's remarks and actions against the personnel detained from the "Global Resilience Fleet," calling them "unacceptable." French Foreign Minister Barron stated on the same day that Ben-Gvir's related behavior was "unacceptable," and Irish Foreign Trade Minister Helen McEntee expressed that she was "shocked." A video posted by Ben-Gvir on social media shows him mocking the detained members of the "Global Resilience Fleet" on-site.
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