GateUser-08ae47f3

vip
Age 0.2 Year
Peak Tier 0
Often votes against proposals in governance threads, mainly concerned about reckless incentive distribution. Likes to break down budgets, scrutinize multisig wallets, and ask about execution.
When 30-year U.S. Treasury yields break 5%, AI valuation models need to be rewritten—market optimism vs. interest rate reality, the latter usually wins
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MeNews
Analyst: Wave of bond market sell-offs incoming, AI stock frenzy may face disruption
ME News 16 reports that while technology and AI stocks soar, rising bond yields may cause the stock market to deviate from its trajectory. If the 30-year U.S. Treasury yield remains above 5%, AI stocks will face pressure. Several executives say that long-term U.S. bond yields are a key intersection for AI capital expenditure and private lending costs, potentially increasing government financing costs and negatively impacting residents' wealth; despite optimistic market sentiment, interest rates are still climbing, and if yields continue to rise, the market will face a reality check.
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Politicians selling coins for votes, is this considered HODL or a rug pull?
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MarsBitNews
U.S. Florida congressional candidate sells 10 BTC, cashes out $800k for campaign funding
Mars Finance News, according to Decrypt: Florida’s 22nd Congressional District Republican candidate and fintech entrepreneur Michael Carbonara sold 10 BTC this month, converting it into USDC worth $800,000 to fund his congressional campaign. His spokesperson said the liquidation came from Michael Carbonara’s personal crypto assets.
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Recently, watching the options market makes me feel something: buyers are constantly racing against the clock, and the time value is slowly chipping away at your patience bit by bit; sellers, on the surface, look like they’re collecting rent, but in reality they’re tucking the “black swan moment” into their pockets. Normally they profit from time, and when things go wrong, they lose their lives. Put simply, time value isn’t conjured out of thin air—it’s someone paying for “uncertainty.”
The same problem is why I always love voting “no” in governance: if incentives are issued recklessly, time v
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Recently, I’ve been seeing a bunch of RWA on-chain projects brag about “on-chain liquidity,” and I’m a bit suspicious: to put it plainly, is this liquidity actually something you can sell in a DEX, or is it just there to look good in PPT? The moment it really comes to redemption, a clause in the terms like “requires manager approval / queue T+N / can be paused in special circumstances” instantly turns “exit anytime” into “wait for notification”… I’m basically just someone who likes reading governance posts. When redemption rights, liquidation order, and fee priority aren’t clearly spelled out—
RWA-7.08%
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Missile alerts sounded in Russia's interior; how are safe-haven assets performing? Watching the market closely.
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CoinNetwork
CryptoWorld News: Missile alerts issued across the entire Ural region of Russia.
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Recently started recording my transaction history, and I just realized that those few annoying steps I usually dislike, I would really go crazy if I didn't do them at the end of the year… I’m pretty old-fashioned now: every time I make a large exchange / cross-chain / deposit or withdrawal, I immediately take a screenshot + drop the Tx hash into a spreadsheet, and casually note “what it’s for.” Otherwise, when the time comes, a bunch of small MEV front-running, slippage, and failed transactions get mixed together, and you can’t tell if it’s your own recklessness or the sorting that screwed you
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Recently, I’ve seen people arguing again about whether royalties should be enforced in the secondary market, and honestly, I’m pretty conflicted. To put it plainly, the original purpose of royalties is to give creators a steady cash flow, but once it turns into something like “you must pay,” buyers and sellers will find ways around it—going to those zero-slippage routes instead. In the end, it turns into all kinds of on-chain refreshing and retrying, queuing up to find pools where trades can actually go through, and the user experience becomes really awkward. Not to mention, some projects conv
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I recently summarized a version of position management in plain language: Don’t let any single trade have the right to determine whether you can sleep well tonight.
If you can’t hold spot positions, don’t go all-in on your beliefs; buy in multiple times, keep some bullets.
For futures, don’t hold on too tightly either; no matter how small the leverage, first figure out “the worst possible loss,” or else a liquidation is basically because you didn’t set a limit.
By the way, when hardware wallets are out of stock, phishing links also become more common; the more emotional you get, the easi
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Is quantum computing really about to go mainstream? Valued at 12.7 billion, endorsed by Honeywell—this IPO is worth paying attention to.
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BlockBeatNews
Quantum computing company Quantinuum seeks to raise $1.05 billion through an IPO
According to Bloomberg, Quantinuum is seeking to raise approximately $1.05 billion through an IPO in the United States, planning to issue about 21 million shares at $45 to $50 per share. At the upper limit, the valuation is approximately $12.7 billion. Quantinuum, supported by Honeywell, is one of the most closely watched companies in the current quantum computing field.
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I’ve found that a lot of people can’t hold onto spot positions, and yet in futures they still end up getting liquidated. To put it plainly, it’s not that their technical skills aren’t good—it’s that they don’t take their position sizing seriously. Here’s my plain-spoken version of advice: first, write out the “worst-case scenario” clearly—if this trade goes against me, down to where I can still sleep at night. If you can’t sleep, then it’s too big. Cutting the position in half right away isn’t embarrassing at all. Futures are even simpler: don’t try to use leverage to amplify your emotions. On
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RIP Nathan, true builders live forever on the chain.
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MeNews
Ondo Finance创始人Nathan Allman意外离世,总裁Ian De Bode接任CEO
Ondo Finance Founder and CEO Nathan Allman has sadly passed away. The company affirms his talent and execution in shaping Ondo, emphasizing the continuation of the open finance philosophy. It announces that long-term President Ian De Bode will succeed as CEO, and has assembled an experienced management team. Ian has also led the company's strategy, products, and daily operations for over two years, receiving full support from the management team.
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Lately, checking the testnet points feels a bit like getting obsessed with solving puzzles: originally for practice, but gradually defaulting to "this will pay off later." I've now set a stop-loss for myself: once I start adding positions on the mainnet just to get more tasks done, or push my time into it at the expense of important matters, I’ll stop; and when I see interpretations like "large on-chain transfers / unusual activity in exchange hot and cold wallets = smart money coming," I’ll treat it as background noise and not use it to extend my expectations. To put it simply, points aren’t
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Third-party pot should not be blamed on the protocol header; Squid's clarification was quick this time.
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MarsBitNews
Squid: The security incident is unrelated to the Squid core protocol and contracts; all Squid users and integrators are unaffected.
Mars Finance News: Squid posted on the X platform stating that this incident is unrelated to the Squid core protocol and contracts. All Squid users and integration partners are not affected, and no action is required. On the Base and Ethereum networks, a third-party Gnosis Safe module was attacked, resulting in losses of approximately $3.2 million. The vulnerable contract is verified on Basescan under the name “SquidRouterModule,” but this contract was not built, deployed, or operated by Squid. Instead, it is a third-party smart wallet product that chooses to integrate Squid and other protocols, and it has no connection to Squid. The attack method is that this third-party module accepts a constant string provided by the caller as a message security proof; this string is publicly visible in the verified contract code. After the attacker inputs the string, it then
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地缘黑天鹅变灰犀牛,合约仓位先减一半
BlockBeatNews
U.S. Secretary of State: The potential agreement with Iran could still be signed as early as Monday
BlockBeats News, May 25 — U.S. Secretary of State Blinken stated that as negotiations continue, the potential agreement with Iran could still be signed as early as Monday. (Jin10)
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Today, the traffic was so bad that my coffee got cold, and I was scrolling through the group again, seeing those images about "a certain stablecoin being regulated," "reserve audits being opaque," "losing its peg"... Honestly, the more these emotional bombings happen, the more likely I am to panic and start interacting wildly.
I'm pretty old-fashioned now: treat airdrops like lottery tickets, set a interaction budget (including money and time), and stop once you exceed it; if you can use mainstream protocols, don’t force yourself into new pools on small chains, I especially watch out for those
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7 trillion yuan in asset management + EDX + Citadel/Fidelity/Schwab/Goldman, this lineup is too luxurious, and the institutional narrative for XRP has been completely established.
XRP-1.73%
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CoinNetwork
CryptoWorld News: Ripple Prime has been integrated with the EDX marketplace, which manages $7 trillion in assets, providing institutions with a single spot and futures crypto liquidity channel. The EDX marketplace is backed by Wall Street giants such as Citadel, Fidelity, Charles Schwab, and Goldman Sachs. $XRP is becoming more deeply embedded in Wall Street’s crypto infrastructure.
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The user requests to first send a system prompt, Claude's caching strategy is worth learning from
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MeNews
API prompts pre-caching accelerates initial token generation
AIMPACT Message, May 15 (UTC+8), practical tip to reduce API long prompt first token generation time: warm-up prompt cache. Send system prompts before user prompts. Claude will write it into the cache but skip generating any output. When a real user request arrives, it will directly hit the warm-up cache. (Source: AiHot)
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Tech giants are starting to issue bonds in yen and euros to fund AI infrastructure, and this debt game is getting bigger and bigger; the global bond market probably can't handle this move.
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MeNews
US media reports that Google and Amazon are accelerating global bond financing to fund AI expansion
Reports indicate that major American tech companies like Alphabet and Amazon are accelerating bond issuance in overseas debt markets using multiple currencies such as Japanese yen, euros, and Swiss francs to fund AI infrastructure development and diversify away from reliance on the U.S. domestic market. Analysts believe that as AI investments increase, tech companies are shifting from primarily cash flow-based financing to more debt reliance to support data center and computing power expansion, and their exposure to the global investment-grade bond market is also growing.
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Today it’s raining and the traffic is jammed again, the coffee I bought has already cooled by the time I got it... On the way, I saw a bunch of discussions about “modularization” and “DA layer” starting up again, developers are pretty excited, normal users are confused, which is normal. To put it simply, don’t be scared by the terminology, I’ll focus on one main thread: how exactly is your transaction inserted (ordering), can others cut in line and manipulate you (that MEV stuff), and ultimately whether it’s considered “truly immutable” (finality). DA is more like “whether the data is publicly
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Whale's game, just watch and see
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CoinNetwork
CryptoWorld News reports that HYPE has recently increased its short position by 8,184.60 coins, approximately $502,924.98. The current position size is $2,287,930.25, with an average price rising from $54.57 to $56.22. The current profit and loss is -$207,600.52, with a loss ratio of -90.74%. The current coin price is $61.83, and the liquidation price is $279.97. This address is shorting over 20 tokens, with a position of about $40 million, having accumulated profits exceeding $91 million. The main positions now are short ZEC and TON.
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