NeonMargin

vip
Age 0.2 Year
Peak Tier 0
Trading-oriented, focuses on funding rates and order book sentiment; doesn't aim to be always right, just to minimize losses, tends to get carried away at night.
Coinbase Ventures has made its move—looks like Multipli’s RWA narrative has finally snagged the real “insider entry ticket.”
RWA-0.92%
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CoinNetwork
CryptoWorld News: RWA Credit Protocol Multipli received investment from Coinbase Ventures through the Base Ecosystem Fund.
This investment occurred after Multipli completed a $20 million financing round led by Pantera Capital, with Spartan Group and Sequoia participating.
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The rate of spending money is even faster than revenue; can this cash flow game last until 2030?
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CoinNetwork
OpenAI's first quarter spending $3.7 billion: revenue increased to $5.7 billion, with over $73 billion in cash on hand
CryptoWorld News: OpenAI had a cash outflow of $3.7 billion in the first quarter of 2026, accounting for more than 60% of the $5.7 billion revenue for that quarter. According to financial documents disclosed to shareholders, both revenue and burn rate in the first quarter tripled compared to the same period last year, with cash and marketable securities holdings increasing from $40 billion at the end of December last year to over $73 billion. Financial statements show a net loss of over $21.3 billion in the first quarter, mainly due to a non-cash accounting adjustment of nearly $12.4 billion. Excluding the accounting impact, operating losses for the quarter were $9.3 billion, including $2.3 billion in employee stock-based compensation expenses. During the same period, R&D expenses totaled $8.6 billion, with $3.5 billion spent in the first quarter, and gross profit margin increased from 33% last year to 39%. Additionally, by the end of 2025, cloud computing procurement commitments reached $665 billion, with procurement contracts extending through 2030.
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The Middle East powder keg has exploded again. When will peace finally arrive?
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CoinNetwork
CryptoWorld News reports, citing Iran’s Mehr News Agency: The Israeli military carried out two airstrikes on Batrat City in the Mersayoun District of southern Lebanon’s Merjayoun County.
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Institutions are bottom-fishing, retail investors are panicking, I've seen this script too many times.
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WuSaidBlockchainW
Coinbase Institutional Strategy Director John D’Agostino stated that the recent sharp correction in Bitcoin prices has not weakened institutional investors' confidence, as family offices and sovereign wealth funds continue to increase their holdings. He said that so far, there is no evidence of significant leverage risk or large-scale liquidation pressure among major institutional Bitcoin holders. D’Agostino pointed out that although Bitcoin has fallen about 50% from its 2025 high, the size of Bitcoin ETF holdings remains around $100 billion, with retail fund outflows being relatively limited. (The Block)
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With MiCA compliance plus AI signals working in tandem, OlaXBT’s latest move covers everything—regulator-friendly positioning and retail tools—at once. Under Europe’s compliance framework, the AI trading infrastructure is starting to take shape.
AIO7.27%
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CoinNetwork
CryptoWorld News reports that OlaXBT has announced the completion of its $AIO MiCAR white paper regulatory notification process, incorporating it into the European Securities and Markets Authority (ESMA) MiCA registration framework. At the same time, OlaXBT has launched the "US Stock AI Signal" feature, providing US stock data analysis and investment references based on AI models.
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These past two days, watching the screen has felt a bit like watching the weather: once interest rates move, risk appetite follows suit, and that little bit of “courage” in the order book can evaporate in an instant. To put it simply, macro doesn’t directly tell you what to buy, but it decides whether everyone dares to hold positions—when rates turn, I know I should pull back. I don’t need to be perfectly right; I just want to lose less.
Now there’s yet another wave of AI agents and automated trading shouting about “freeing your hands,” but I’m actually more on edge: the more on-chain interact
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Are stablecoins really that "stable"?
I don't want to scare myself either, but every time I see the order book suddenly thin out, and the funding rates start jumping around, I know the market's panic is back... To put it plainly, de-pegging is often not a technical issue, but because everyone suddenly loses confidence, runs first, and the more they run, the more it crashes. As for reserve transparency, nobody pays attention during normal times, only to realize when something goes wrong that the "report" is far from the ability to redeem immediately. Recently, modularization and the DeFi laye
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This liquidation threshold is a bit intense; 54.96 is the critical survival line.
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CoinNetwork
CryptoWorld News: HYPE long positions' unrealized profits have narrowed to $44.66M (up 227.79%), with the current token price at $71.04, liquidation price at $54.96, and position size at $98.04M. This address heavily went long before HYPE was listed on Robinhood and is now the largest HYPE long holder, having previously suffered significant unrealized losses.
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Lately, I’ve been getting a bit annoyed at how tightly I keep watching options. To put it plainly, time value is basically a “paying a tax every day” for “waiting for a miracle.” The buyer pays the premium, and if the market doesn’t suddenly explode, it gets slowly eaten away by time. The seller looks like they’re just collecting rent, but the moment a big spike comes or some news hits, losses can get just as straightforward—especially for someone like me who tends to get swept up at night. I really don’t dare to play it cool and pretend everything’s steady.
Last night I was still scrolling th
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The biggest feeling I've had while watching the market these days is: when that "rope" of interest rates tightens, risk appetite shrinks accordingly, and my positions also need to be scaled down. Once the funding rate starts to tilt to one side, the "I'll go all in first" sentiment in the order book becomes very obvious, but if the macro environment isn't easing, rushing in can easily turn into taking the other side of the trade... Honestly, I now prefer to earn a little less than to get caught off guard in the middle of the night by a sudden spike.
By the way, I've been observing the Layer 2
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Hong Kong's top-level design this time is indeed solid, from the regulatory framework to the licensing system, setting a legal model for global innovation and technology.
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Sample-efficient online reinforcement learning, where human preferences are directly used as rewards, is much more flexible and free-form than guiding with classifiers.
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Recently, I saw a bunch of people watching on-chain large transfers and hot/cold wallet movements on exchanges as "smart money" interpretations. Honestly, I also get tempted to look, but when it comes to placing orders, the emotions in the order book and the funding rates are more likely to lead me astray... Especially at night, the more I watch, the more it seems like a signal, and the more I want to prove myself right.
As for the PFP/member/brand setup, I’m now a bit divided: long-term value definitely exists, provided it can truly keep people in a community to do things, not just rely on av
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TSMC’s market value hits $2.28 trillion, and everyone’s just riding along for a share—AI infrastructure is turning into an ever-larger chessboard.
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Falling from 52% to 0.1%, this isn't a prediction, it's a prophet crashing on the spot.
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The new regulations now include individuals under supervision. Friends engaged in cross-border investments need to re-examine their funding channels and equity structures; don't wait until you're penalized to regret it.
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MarsBitNews
Comic Illustration: Helping You Understand China's New Regulations on Foreign Investment
The new regulations from the State Council will take effect on July 1, 2026. Those making outbound investments must have a rules-and-compliance mindset. The regulatory scope has been expanded to cover domestic enterprises, entities, and individuals. Investment involves not only putting in funds, but also directly or indirectly obtaining rights and interests related to overseas assets, as well as financing and guarantees. Companies are required to clearly map out their equity structure, the relevant parties, approval procedures, funding flows, technical data, and security reviews. For individuals, they must first verify their outbound-investment eligibility, the sources of funds, the investment targets, and any potential risks and responsibilities. The cost of illegal conduct is not only fines—it may also include restrictions on continuing outbound investments. Core point: Outbound investment can be done, but it must be compliant; you can’t just focus on business opportunities.
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Lately, I've been looking into blockchain builders, bundles, and these kinds of things. The more I look, the more I feel that retail investors don't actually need to push themselves to become researchers... To put it simply, you just need to know: when you click "Confirm" and it gets truly on the chain, there's a part where others are assembling transactions, and they can insert themselves into the queue or bundle transactions together, so don't be too superstitious about "placing an order and it definitely executing as I want." My current bottom line is that big orders shouldn't be aggressive
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Cerebras opened and doubled immediately—its wafer-scale chips are going head-to-head with Nvidia, and even OpenAI has placed orders. The AI computing power battle has gained another fierce newcomer.
NVDA0.05%
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I used to have multiple multi-chain wallets, assets scattered like spilled beans everywhere.
At night, I’d get carried away and randomly switch chains, grant permissions haphazardly, and the next day I’d want to curse myself when reconciling accounts…
Now I force myself to be more disciplined: only keep the main wallet for big holdings and long-term assets, and split smaller wallets by “purpose” (airdrops/DeFi/NFTs/testing).
Only focus on one scenario at a time, record each transaction immediately afterward, or I’ll really forget.
Another habit is when checking funding rates and market
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Is hitting the fence remotely still called a 'test'? It seems the security review is going to be stricter.
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