MemeSourdough

vip
Age 0.2 Year
Peak Tier 0
I bake bread and manage positions; posting is like fermentation: slow to start but powerful in the end. In DeFi, I enjoy analyzing interest rate curves and liquidation chain reactions.
Old money plays with new money—using preferred shares as ammo and sweeping up 10 billion in just 10 months. Is this institutional FOMO, or structural arbitrage?
View Original
MeNews
Multiple cryptocurrency treasury companies' stock prices decline, shifting to explore digital credit fundraising, but sustainability is questionable.
May 31, due to the decline in the prices of Bitcoin and other crypto assets, the stock prices of some crypto reserve companies fell.
These companies have started raising funds through "digital credit" financing tools such as issuing high-yield perpetual preferred stocks, continuing to buy Bitcoin.
Since its launch about 10 months ago, this model has attracted approximately $10.5 billion in capital inflows.
Currently, several crypto reserve companies, including Strive Asset Management, The Smarter Web Company, and Capital B, plan to emulate this financing strategy.
  • Reward
  • Comment
  • Repost
  • Share
Fox's interview contains a lot of information—rhetorical upgrade from "good" to "better," plus the Department of Defense backing it up, maximizing bargaining chips at the negotiation table, but will Iran respond?
View Original
MeNews
Trump: If the US and Iran cannot reach an agreement, the "Department of War" will intervene
Trump said in an interview with Fox News that the US and Iran are close to reaching a "very good agreement," and is striving to reach a "better agreement" as soon as possible; if negotiations fail, he will ask the U.S. Department of Defense to resolve it "by another means." He stated that the agreement would ensure the safe passage through the Strait of Hormuz and Iran's denuclearization, and emphasized that negotiations should not be rushed, or it would be difficult to achieve the desired outcome.
  • Reward
  • Comment
  • Repost
  • Share
Trump’s “final decision” amounts to saying nothing—playing out the strategy of deliberate ambiguity exactly as it was meant to.
View Original
MarsBitNews
The Iran-U.S. agreement is caught in a game of "strategic ambiguity": Trump delays the final decision, Iran denies reaching a consensus
The US and Iran's game over the ceasefire memorandum escalates. Trump stated he would make a final decision but has not received approval; the US demands Iran permanently abandon nuclear weapons, open the Strait of Hormuz, and unfreeze approximately $12 billion in assets, Iran denies and claims actual control. The US continues maritime blockade and warns of actions, with both sides maintaining strategic ambiguity until the final agreement is reached.
  • Reward
  • Comment
  • Repost
  • Share
Yesterday, when I was adjusting my positions, I suddenly felt a bit scared: I almost put a sum of money that was meant to be "withdrawable at any time" into a pool where I staked an LST. The annualized rate on that interface looked pretty appealing, but honestly, the returns don’t just fall from the sky. The main value of LSTs still comes from staking rewards plus trading fees. When you restake, it starts to layer: others use your "staking credit" to take on more work (validation services, AVS, etc.), and you get higher compensation, but the risks also stack up—contracts, oracles, exit liquidi
RWA9.44%
View Original
  • Reward
  • Comment
  • Repost
  • Share
These days, the group has started chasing all kinds of memes and celebrity quotes that set the rhythm, and I find it a bit headache-inducing... Veteran players say that not taking the final step is not about pretending to be clear-headed; mainly, once you get excited, it's easy to rush onto the mainnet and make hard pushes, gas fees are high, and entering and exiting feel like you're paying an extra "emotional tax."
My current compromise is very simple: for daily interactions and trying out new protocols, I first use L2, it's cheap and convenient, and I don't mind if I fail; if I need to move
MEME5.66%
View Original
  • Reward
  • Comment
  • Repost
  • Share
I just saw a friend do it again for the sake of convenience—setting a contract authorization to “Unlimited” with a direct click. It sounds to me like going to sleep without turning off the stove… Sure, it’s convenient in the moment, but if anything really goes wrong, liquidation and chain reactions arrive faster than dough getting overproofed. Plainly put, authorization isn’t really “borrow it for a bit”; it’s more like handing someone the keys—especially for protocols with lots of interactions. Later upgrades, front-end hijacking, when the routing changes… and the blame may still end up being
View Original
  • Reward
  • Comment
  • Repost
  • Share
Options data is here, with a June concentration of 40%, clearly indicating the market is waiting for bigger players.
View Original
CoinNetwork
Analysis of Bitcoin and Ethereum options expiration data
This week, 84,000 Bitcoin options are set to expire; the put/call ratio is 0.88, and the maximum pain point is $75,000. Ethereum options totaling 639,000 are set to expire; the ratio is 0.81, and the maximum pain point is $2,200. As Bitcoin fell below $75,000, it failed to find support at the maximum pain point, and market sentiment is defensive. This month, only 20% of options expire, and concentration in the June contracts rises to 40%. The bulls have not reclaimed key levels; risk appetite has declined, and both the coin and Ethereum are under pressure. Short-term implied volatility may fall after expiration; the current put/call ratio does not look extreme, and bearish sentiment is neutral-to-defensive.
  • Reward
  • Comment
  • Repost
  • Share
A daily inflow of 500 million looks terrifying, but it's actually less than 1% of the historical inflow. Institutions are just playing with their hearts.
View Original
CoinNetwork
CryptoWorld News reports that Bloomberg ETF senior analyst Eric Balchunas stated that BlackRock's iShares Bitcoin ETF (IBIT) recorded a net outflow of $528 million yesterday, marking the second-largest single-day outflow since the ETF's inception.
This wave of outflows was mainly due to a large block trade on Tuesday, which led to a "step back" (correction) phase.
However, analysts noted that IBIT has still accumulated a net inflow of $2 billion this year, ranking in the top 2% of all market ETFs.
Its total historical inflow has reached $64 billion, and this outflow accounts for less than 1% of the total historical inflow.
  • Reward
  • Comment
  • Repost
  • Share
Oil majors use AI to find oil and mineral deposits—does this count as traditional industries embracing technology, or as AI rolling out into a new kind of application scenario?
View Original
CoinNetwork
CryptoWorld News reports that ExxonMobil executives state that AI analysis has identified 150 exploration opportunities worldwide.
  • Reward
  • Comment
  • Repost
  • Share
Recently, I keep seeing screenshots of "whale addresses buying again," and then I want to follow the trades. To be clear, first figure out whether they are building a position or hedging; otherwise, you might think they are bottom-fishing, but they might just be holding spot to suppress the price, while opening a reverse position on perpetuals, so the net position hasn't actually changed much... Looking on-chain seems lively, but a wallet move could also be just swapping collateral, adding margin, or even preparing to accept a liquidation.
My current habit is: when I see large inflows/outflows
View Original
  • Reward
  • Comment
  • Repost
  • Share
With the macro narrative turned all the way up, get through the BTC deleveraging phase by holding on first—then wait until the Federal Reserve loosens its stance before deciding what to do.
BTC0.4%
View Original
BlockBeatNews
Bitunix Analyst: BTC falls below $74,000, the crypto market enters the leverage shakeout phase
BlockBeats points out that the market is still affected by rising inflation and the long-term impact of geopolitical conflicts. The Federal Reserve is hawkish; if inflation does not decrease, interest rate hikes may resume, and energy, AI investments, and global supply chain costs could increase inflationary stickiness. Tensions in the Middle East are high, with ongoing U.S. strikes on Iran and sanctions, raising risks to the energy supply chain. The AI/semiconductor boom has boosted related stock prices and costs, but equipment and infrastructure spending have also increased. After Bitcoin fell below $74k, it entered a deleveraging phase, with the $70,000–$78k range creating pressure.
  • Reward
  • Comment
  • Repost
  • Share
alpharaccoon, this alias is pretty cute, but the work it does isn’t cute at all—using internal search trends as an oracle, Web3 arbitrage has turned into a Silicon Valley version of Breaking Bad.
View Original
CoinNetwork
Crypto界网 reports that a Google engineer has been charged with insider trading related to Polymarket, with the FBI stating that the employee used confidential internal search trend data to place millions of dollars in bets on Polymarket under the alias "alpharaccoon." On-chain data reveals that before attempting to launder money through privacy tools and offshore accounts, he had profited approximately $1.2 million.
  • Reward
  • Comment
  • Repost
  • Share
Replace + extend with natural language to rephrase the segment — so that future demo iterations can be ten times faster.
View Original
MeNews
ProducerAI rebranded as Flow Music, launching clip replacement and extension
Google Flow Music is officially launched, renaming ProducerAI to flowmusic.google, joining the Google Flow family. Added replace and extend two remix capabilities, allowing users to select segments with natural language for the AI to modify, such as extending the intro into dubstep, replacing multiple chorus sections, or providing alternatives for guitar solos. The workflow shifts from "whole song regeneration" to "local control," aligning more closely with the iterative pace of professional music production.
  • Reward
  • Comment
  • Repost
  • Share
Bitwise—this speed. HYPE positions have already broken 100 million. The ETF buy orders are the real faith, backed by solid cash.
HYPE4.35%
View Original
MarsBitNews
Bitwise HYPE ETF bought $11.31 million worth of HYPE in the past two hours
Mars Finance News, on May 27, according to Onchain Lens monitoring, the Bitwise HYPE ETF bought 183,162 HYPE tokens in the past two hours, worth $11.31 million.
As of May 25, they had purchased 1,037,410 HYPE tokens valued at $62.92 million.
  • Reward
  • Comment
  • Repost
  • Share
The S&P 500's target for next year is 7,620 points, and institutions are once again hyping up the market; I'll believe half of it.
SPYX0.03%
View Original
MarsBitNews
The S&P 500 Index is expected to reach 7,620 points by the end of 2026.
Mars Finance News reports that, according to Jintou, a Reuters survey shows that the S&P 500 Index is expected to reach 7,620 points by the end of 2026, up from 7,500 points in the first-quarter survey.
  • Reward
  • Comment
  • Repost
  • Share
Ethical clauses become key variables, and the suspense over subsequent votes on the CLARITY Act sharply increases.
View Original
MeNews
Cryptocurrency legislation faces ethical issues and obstacles
ME News Report, May 16 (UTC+8), Lindsay Fraser of the Blockchain Association stated that even though the CLARITY Act has passed the Senate Banking Committee, ethical issues remain the biggest obstacle to cryptocurrency legislation. Senators Gallego and Brooks said that their support in the committee does not mean they will support in subsequent votes, and they need some form of ethical language. (Source: MLion)
  • Reward
  • Comment
  • Repost
  • Share
I've been lurking in the group for a long time, and seeing the discussion about block builders and bundles again, I can't help but share a retail investor perspective: actually, you don't need to study "who is packaging blocks" into a thesis; a sufficient understanding is—knowing that the order you place may not be executed exactly at the moment you click the button, and in the middle, it might be "cut in line/ squeezed in," especially with large amounts, high slippage, or chasing hot trends.
I personally remember three things: don't set too loose a slippage; don't rush in when liquidity is th
  • Reward
  • Comment
  • Repost
  • Share
Recently, there’s been another wave of social mining, points, and badges, all urging people to check in—just looking at it makes me feel kind of worn out… To put it plainly, badges can’t fill your stomach. If you really let it suck the time right out of you, in the end you’re only left with a string of identities, while your positions get even more tangled.
Anyway, I’m just going to pick two or three real protocols I’ll actually use and slowly monitor them—whether the yield curve is weird, or whether liquidations could trigger a domino effect. Those feel more like real-money games than “how
  • Reward
  • Comment
  • Repost
  • Share
Why do I get itchy fingers and click randomly? Basically, it's because I see the on-chain fluctuations, then scroll through miner/validator income and MEV, the unfair ordering complaints, and I always feel like "I have to do something or I'll lose out." As a result, at the end of the month, I look at my records and they resemble over-proofed dough, full of holes... Now I just use a simple method: every time I make a transaction, I quickly jot down the tx hash, time, currency, and the purpose at that moment (swap/loan repayment/claim airdrop), and also take a screenshot of the wallet activity p
View Original
  • Reward
  • Comment
  • Repost
  • Share
The liquidity on the chain has been thin these days, and I'm a bit hesitant. To be honest, it's better to survive first and talk about bottom-fishing later. Dough fermentation still depends on temperature and moisture, and position sizing too: keep a thicker cushion of cash/stablecoins, avoid leverage if possible, don’t expect a “quick rebound” to save you. When the interest rate curve shifts and liquidations chain react, the fall happens faster than you think. I've seen bottom-fishing turn into catching flying knives before. AI agents and automated trading have been pretty popular lately, but
  • Reward
  • Comment
  • Repost
  • Share
  • Pinned