0XsundayCook

vip
Active for: 0.5y
Peak Tier 0
I cook on weekends and do on-chain analysis during the week. I'm skilled at breaking down address behavior into a recipe: ingredients, heat, and serving time.
I was planning to be lazy and make tomato beef brisket this weekend, but while caramelizing the sugar, my mind suddenly wandered to the AMM pool data I saw yesterday... and I suddenly realized that cooking and market making are exactly the same.
If you turn off the heat before it’s ready, the meat turns tough; if the heat is too high and you don’t keep stirring, it burns to the bottom. Impermanent loss works the same way: the token price takes a tumble in the pool, you think you’ve earned fees, but when you check the bottom line, you find your principal has shrunk. Especially lately, everyone’
Stablecoin supply has been rising again lately, and the comments section immediately calls it “big money entering the market.” I mean, just because I put too much salt in a dish doesn’t mean my wife is in a good mood today. Correlation is one thing, but treating it as causation is as easy to mess up as frying flour as if it were cocaine. The ETF side is the same: a few institutions rebalance their portfolios, and suddenly it gets interpreted as “global hot money pouring in.” Anyway, when I dig through addresses, I only look at one thing: whether the money actually moved, and where it went. The
There’s a ring of sticky notes around my monitor, covered with various to-dos. I looked at them a couple of days ago and saw that I’d rubbed the edges of several into curls. One read, “How do you make a sandwich without burning your hands?”
Actually, sandwiches are a lot like stir-frying. Stir-frying depends on heat and the order in which ingredients go in, and arbitrage works the same way. You think you’ve spotted an opportunity, but you haven’t noticed the two slices of bread sandwiching you front and back—slippage, fees, and the aftereffects of GAS are all on you. Put simply, you’re the pan
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To be honest, I used to be too lazy to keep transaction records too. I figured everything could be checked on-chain and I’d deal with it at the end of the year. But when tax filing season actually came around, I nearly lost my mind just going through the addresses, let alone calculating the cost basis and sorting out transfers in and out. I learned my lesson later and started casually keeping a spreadsheet, recording the time, chain, amount, gas, counterparty, plus a note like “what it was for.” It doesn’t need to be neat—just readable to me. And don’t put too much faith in those one-click exp
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I just finished looking through on-chain data for an RWA pool, and I have some thoughts—I’ll just write them down casually.
A lot of RWA projects look like their TVL is surging, but the liquidity is actually being propped up by a few big players. The moment a redemption window hits, everything falls apart. In plain terms, the on-chain tokens can be sold, but the pile of underlying real assets (like US Treasuries or real estate) literally can’t be pulled out instantly. Last week I saw a pool where the redemption terms have “T+3” or even longer time locks, yet on the surface the price is posted
RWA+2.33%
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Ethereum remains firmly in the top spot in the tokenized RWA sector, with an increase of $7.2 billion in a single year—this market share advantage will be hard to dislodge.
CoinNetwork
CoinJie.com News: According to Cointelegraph, Ethereum’s tokenized RWA market capitalization has increased by $7.2 billion over the past decade, and it currently remains the leader with a 52.5% market share.
ETH+1.59%
RWA+2.33%
Triple knockout: the Middle East, AI, and hawkish policymakers—markets need to shake three times.
CoinNetwork
A message from Crypto Realm said that Vishnu Varrathan, head of Asia-Pacific macro strategy at Mizuho Securities, noted that global financial markets are facing a triple blow: the escalation of the Middle East conflict, panic sparked by overheated AI valuations, and the Federal Reserve adopting a hawkish stance due to persistently high inflation.
Ugh, lately I’ve been staring at the time value in options, and it really makes my head spin. Buyers always think, “If I just wait a bit longer, it’ll explode upward soon,” but theta is like the gas stove in a weekend kitchen—it’s on and burning, yet the food still hasn’t hit the pan. Time just whooshes away. The sellers, though, are steady: they slowly collect “rent,” like simmering a stock—once the heat is right, the flavor naturally comes out. To put it plainly, one side is betting on direction, the other on time. But once market volatility drops, the buyer’s little bit of premium is left w
The Middle East powder keg has another log on the fire—although the casualties from Nay’in this time aren’t that great, the signals that the situation is escalating are already very clear.
CoinNetwork
Crypto news portal message: A deputy governor of Iran’s Isfahan Province said that after a US military strike on a military base, an attack took place in the Nain area, resulting in 1 death and 7 injuries.
SGP-20 is implemented, with no additional selling pressure after July 2026. The veSPECTRA lock logic remains unchanged, but the impact of rebasing to zero on holder sentiment needs to be observed for several cycles. The protocol states that trading and MetaVaults will operate as usual. The key is whether the DEX's 160 million in trading volume can be sustained—since there will be no more emission incentives going forward, it will rely purely on product stickiness.
WuSaidBlockchainW
Spectra Governance Proposal SGP-20 has taken effect, with new SPECTRA issuance reduced to zero.
Wu said that the DeFi yield trading protocol Spectra announced that governance proposal SGP-20 has been passed and enacted. Starting July 2, 2026, SPECTRA weekly emissions will drop to zero, with epoch 80 being the last cycle containing emissions. Spectra stated that this change only affects new SPECTRA supply; protocol trading, fixed-term markets, MetaVaults, and fee generation will continue to operate as usual. Gauge emissions, SGP-19 liquidity wallet allocations, and rebase are all set to zero, while veSPECTRA locking, governance, voting rights, and treasury fee accumulation mechanisms remain unchanged. Previously, in 2026, nearly all protocol activity came from markets outside the emission plan, with DEX trading volume exceeding 1.6.
TD Securities' suggestion is quite practical. The U.S. Treasury yield range is right there. Buying some 10-year Treasuries on dips is much more reliable than blindly guessing the Fed's moves.
CoinNetwork
CoinWorld News, TD Securities' interest rate strategists noted in a report that investors may consider buying when the 10-year U.S. Treasury bond price falls. They said that uncertainty surrounding the Fed's policy path could keep the 10-year U.S. Treasury yield in the 4.25%-4.66% range in the near term. TD Securities does not expect the Fed to raise rates, but as the Fed is still waiting for more data, rate hike expectations may remain elevated.
I see complexity as my enemy.
Write the seed phrase on paper and tuck it in a book; before signing authorization, pause for three seconds and check the domain name — those are the two lines of defense against phishing sites. Anything else? Nope.
Recently I saw the group chatting about ETF capital flows and U.S. stock risk appetite, saying crypto's ups and downs are led by these two factors — I don't understand macro anyway, I just know I don’t want my wallet to be led away by someone else. That’s it for now.
Opened a 25x leveraged short on 22k ETH. Did this whale sniff out a signal or is it just making a big bet?
CoinNetwork
CoinWorld News, the whale address 0xa6e recently opened a new short position of 22,000 ETH with 25x leverage, with a notional value of approximately $35 million.
ETH+1.61%
Utility is the moat of Crypto, financial engineering can only tell stories.
CoinNetwork
CoinWorld news, according to Cointelegraph, Ripple CEO Brad Garlinghouse said that the long-term value of cryptocurrencies comes from utility, not financial engineering.
Let's go, brothers, we must secure this Crypton wave! 🔥
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Gtax has been acquired, and after the brand integration in October, the landscape of crypto tax services in Japan is about to change—regulatory frameworks are tightening, and leading platforms are competing for compliance access.
WuSaidBlockchainW
According to Nikkei News, Pafin, the operator of Japan's crypto asset management service Cryptact, has acquired crypto tax service provider Gtax, and the two parties plan to complete brand integration by October this year. In recent years, the Japanese government has gradually incorporated crypto assets into the traditional financial product regulatory framework through legislative amendments (such as revisions to the Financial Instruments and Exchange Act), which has driven the continuous improvement of compliance standards and thresholds for crypto compliance services.
Canada's recent compliance guidelines have classified all crypto transfers originating from Iran as high-risk, requiring monitoring. Even with strong on-chain anonymity, traces must be kept, and regulatory oversight is becoming more granular.
CoinNetwork
CryptoWorld News reports that WuShuo has learned that the Canadian Financial Transactions and Reports Analysis Centre (FINTRAC) updated its compliance guidelines for financial transactions related to Iran on June 23rd, requiring reporting entities to treat all financial transactions originating from or destined for Iran as high-risk transactions. The guidelines specify that electronic fund transfers and virtual currency transfers involving Iran, regardless of amount, must record the source of funds or virtual currency, the purpose of the transaction, and report to FINTRAC as required.
Huang Licheng increased his ETH long position in this wave, going from over 100 million to just hundreds of thousands and still playing so big—does he really dare to gamble or is he truly wealthy?
CoinNetwork
Crypto界网消息,MaJiHuang Licheng increased his ETH long position by 600 coins, approximately $1,091,400.
The current position size is $6,215,400, with the average price rising from $1,709.74 to $1,712.14.
Current profit and loss is +$51,671.49 (+20.78%), with the current coin price at $1,726.49 and liquidation price at $1,684.32.
This trader previously profited from blue-chip NFTs, but after becoming active this year, he has experienced massive drawdowns since October, with funds shrinking from over a hundred million to several hundred thousand dollars.
ETH+1.61%
Maintaining jobs and expanding employment, even in the AI era, people still need to have a livelihood. This plan really hits the mark.
CoinNetwork
Coin World News, officials from the National Development and Reform Commission and the Ministry of Human Resources and Social Security stated in an interview that the "15th Five-Year Plan" for implementing the employment priority strategy has outlined nine key areas of focus, including strengthening macroeconomic regulation with an employment-first orientation, enhancing the coordination of macro policies for employment, implementing stable job retention, expansion, and quality improvement initiatives, adapting to artificial intelligence development to promote employment and entrepreneurship, strengthening industry and employment coordination, stabilizing employment levels in labor-intensive industries, expanding employment capacity in the service sector, tapping into emerging fields to absorb employment potential, strengthening the protection of workers' employment rights, improving the labor standards system and labor relations negotiation and coordination mechanisms, and safeguarding equal employment rights.