StarsInTheGlassDome

vip
Active for: 0.4y
Peak Tier 0
Does not chase short-term fluctuations, prefers to view technological progress as a roadmap. Focuses on modularity and data availability, with a gentle and educational writing style.
I spent the whole night scrolling through group chats, watching screenshots of huge transfers fly around—one minute people were saying whales were entering, the next they were claiming cold wallets were on the move. The more I watched, the more I laughed. On-chain data can sometimes just be internal exchange transfers being organized, only to be mistaken for a signal that “smart money” is going all in. What’s annoying is that people really do believe it, rush in, and then pay the price for the volatility themselves. Thinking back, the people calling trades in the groups aren’t much different f
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I just saw someone discussing MEV and whether on-chain “front-running” is fair. When I was a beginner, I also thought the transaction order is simply first-come, first-served—so why should validators or searchers get extra profit. Later, I gradually realized that the right to ordering itself is a resource, just like in real life when someone pays to buy a position in line. The issue isn’t the act of cutting in, but whether the rules for cutting in are transparent enough and whether the profit flows back to users. In the past couple of years, I’ve seen many projects trying to implement fairer o
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Liang Wenfeng’s personal wealth doubled to $36 billion. This round of DeepSeek’s fundraising has directly left the founders of OpenAI and Anthropic far behind, and domestic large-model valuations have taken off.
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CoinNetwork
Cointelegraph news: After DeepSeek completed its latest round of financing, founder Liang Wenfeng’s personal wealth increased by more than 1 time, reaching $36.0 billion, surpassing Anthropic co-founder Dario Amodei and OpenAI co-founder Greg Brockman. This comparison only covers companies whose main business and most of their revenue directly come from AI foundation models, and does not include diversified large technology groups such as Alibaba and Tencent. Most of Liang Wenfeng’s wealth comes from his controlling stake in DeepSeek. In June, DeepSeek completed financing of 500 billion yuan; the company’s valuation exceeded 3300 billion yuan, and Liang Wenfeng personally contributed 200 billion yuan.
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After Iran’s counterattack this round, oil prices and BTC will probably have to shake three times too.
BTC-1.25%
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CoinNetwork
Coin World News, citing an Iranian media report on the 12th, said that Iran launched a series of attacks on U.S. targets in the Middle East.
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Strategy sold off again last week, cashing out 3588 BTC for 220M USD—does this pace indicate swing trading, or are they really short on cash flow?
BTC-1.25%
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CoinNetwork
CoinWorld news: Strategy reduced its holdings by 3,588 BTC last week, worth over $220 million, and currently holds 843,775 BTC.
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Fell from 10% to 3.7%, this meme hype is completely dead, on-chain data doesn't lie.
MEME-1.30%
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WuSaidBlockchainW
Wu noted that, according to CryptoQuant on-chain analyst Darkfost, the dominance of Meme coins relative to the altcoin market has dropped to its lowest level since February 2024. The cited indicator is the ratio of the total market cap of Meme coins to the total market cap of altcoins, used to observe the heat of the Meme coin market. Data shows that in November 2024, the Meme coin rally pushed this ratio above 10%, but it has now fallen back to 3.7%.
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In the CoinGecko report, Micron's monthly volume surged 17x, and TradFi capital is entering faster than I expected. Tokenized stocks are becoming the new liquidity black hole.
MU-0.34%
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CoinNetwork
CoinGecko releases 2026 crypto exchange TradFi report
According to CoinGecko's "2026 Crypto Exchange TradFi Report," from early 2025 to May 2026, exchanges listed 358 types of RWA spot and perpetual contracts, with a May trading volume of $347.1 billion, a 1,472-fold increase from the beginning of the year. The monthly trading volume of tokenized stocks rose from $831 million in July to $34 billion in May, an increase of about 40 times. NVIDIA and Tesla were the most frequently traded stocks, while Micron's May trading volume was $13.16 billion, up about 17 times from April.
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Lately I’ve been seeing posts about AI Agents automatically placing orders. To be honest, I’m a little tempted, but also a little scared—not of the robot, but of myself getting into leverage before I’ve even figured out “how much to put in.”
My version used to be pretty outdated. I used to think, “going all-in is faith.” The result? I couldn’t hold onto spot positions, my futures got liquidated, and after doing that loop twice, I finally understood this: position management, in plain terms, is just one piece of human language—when you lose, you can still sleep at night.
Now in my 2.0 version,
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The growth rate of prediction markets in this wave is too exaggerated. Polymarket and Kalshi have directly turned non-sports categories into the main track.
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WuSaidBlockchainW
a16z crypto stated that last week, the weekly trading volume of prediction markets reached $14.4 billion for the first time, setting a new all-time high for the third consecutive week, more than doubling from the approximately $5 billion to $6 billion at the beginning of the year and increasing over tenfold compared to a year ago. Meanwhile, open interest rose to $1.6 billion, also hitting a record for the third straight week, growing about eightfold from last autumn. Last week, Kalshi and Polymarket's non-sports markets (politics, economy, geopolitics, etc.) saw trading volumes of $3.6 billion, already surpassing the entire scale of prediction market trading (including sports) last year.
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The memory shortage shows no end in sight, with no brakes on the demand side and no increase in supply. How much longer will this script play out?
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CoinNetwork
Crypto News: In a report released on Thursday, JPMorgan analysts indicated that the memory shortage is driven by explosive demand for AI factory infrastructure. They believe that memory's role as a strategic asset in artificial general intelligence (AGI) remains unchanged. There is currently little sign of demand destruction or memory content optimization that could alleviate the supply-demand imbalance.
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Brother Sun verification +1, this melon is guaranteed to ripen, but the rollercoaster of the coin price is really exciting
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CoinNetwork
Yi He warns about impersonation scams, CoinUp denies any connection with Zhu Pan
Crypto.com reports that CoinUp co-founder Yi He warns of impostor Zhu Pan attempting to scam her and others; TRON founder Justin Sun states on social media that it is "absolutely true" and supports this claim. CoinUp says Zhu Pan is not a member and does not participate in core operations, and the related accusations spreading in Chinese circles have caused misunderstandings. CPX hit a new high of over $0.829 last Friday, but due to selling fluctuations, no evidence of hacking or data breaches has been found.
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Bitwise swept 77k HYPE tokens an hour ago, and institutions are starting to act.
HYPE-0.82%
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CoinNetwork
CryptoWorld news reports that, according to Lookonchain monitoring, Bitwise purchased 77,097 HYPE via FalconX 1 hour ago, worth approximately $5.18 million based on the real-time price.
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The macro narrative isn't over; crypto assets still depend on how the US stock market performs. Let's just hang in there before the CPI data comes out.
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WuSaidBlockchainW
QCP analysis indicates that cross-asset selling is still ongoing, and the crypto market remains correlated with overall risk sentiment. When geopolitical tensions, interest rates, inflation expectations, and AI stock trends all exert downward pressure simultaneously, digital assets find it difficult to detach from overall market fluctuations. QCP states that before the release of CPI data and Oracle's earnings report, the market may continue to stay fragile, influenced by headlines, and face further de-risking pressure.
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The U.S. military directly intervenes; this time, the Middle East powder keg has truly been ignited.
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CoinNetwork
CryptoWorld News reports that in the early hours of the 10th local time, several explosions occurred in the eastern region of Hormozgan Province in southern Iran, including Sirik and Minab. The exact source and location of the explosions are unclear, but local sources say that some areas of the province have air defense systems activated. The U.S. Central Command announced earlier that U.S. forces had launched an attack on Iran in retaliation for an Apache helicopter being shot down by Iran.
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Lately I’ve been checking those “tags/clusters/capital flow” dashboards, and the more I look, the more they feel like star maps: they can point to a rough direction, but if you try to use them for navigation, you’ll get into trouble. Address profiling is often just a slice of behavior—today it looks like market making, and tomorrow it could be copy-trading/arb work done across markets. Switch up the router or swap to a different cross-chain bridge and you can scatter the trail. In plain terms: it’s credible, but you shouldn’t blindly trust it.
Right now, I’m more willing to treat it as noise a
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Lately, I’ve been seeing people chat about block builders and bundles, and I feel retail users really don’t need to force themselves to become researchers… I think knowing these three things is basically enough: first, the transaction you broadcast may not end up in a block in the order you intended—there may be someone in the middle who “packages and arranges placements”; second, don’t take “I clicked, so it got filled” for granted—risks like slippage, frontrunning, and sandwich attacks are real; third, use reliable wallet/front-end protection options (private transactions, anti-sandwich aler
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The most obvious feeling recently is: even if I haven't sold yet, unrealized losses really are more likely to cause insomnia than unrealized gains. To put it simply, the loss area looks like a constantly lit red dot, and my mind keeps thinking "Did I judge wrong? Should I cut now?" even though rationally I know it's just fluctuations; but unrealized gains are easier for me to treat as "lucky to leave it alone for now," so I don't feel as urgent to handle them.
In the past two days, when the funding rate was extreme, the group was arguing again about whether it's a reversal or just more bubble
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ADP exceeds expectations, the job market remains resilient, but will the Fed become more hawkish because of this?
ADP-1.05%
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CoinNetwork
CryptoWorld News reports that Wu said the U.S. ADP employment in May was 122,000, the largest increase since January last year. The forecast was 117,000, and the previous figure was 109,000.
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The long positions got wiped out pretty badly, $1.8 billion vanished into thin air. Now it's all about whether $67K can hold.
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Crypto_WolfOG
BTC has since recovered slightly to around $67,000, but the market is now testing a critical support zone. A decisive break below current levels could open the door to a deeper correction, with even the $60,000 area no longer looking guaranteed as a floor.
The sharp move triggered a wave of liquidations across leveraged positions. Over the past 24 hours, more than $1.8 billion has been wiped out from the crypto market, including roughly $1.58 billion in long positions alone.
For now, traders are closely watching whether Bitcoin can defend this support level—or if another leg down is still ahead.
$BTC
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MiCA is finally being implemented, and the puzzle of cross-border regulatory cooperation has been completed. The era of stablecoin compliance is coming.
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CoinNetwork
CryptoWorld News reports that the financial regulators of New York State and the European Union have signed a memorandum of understanding to jointly supervise cross-border stablecoin activities. Under the Markets in Crypto-Assets (MiCA) regulations in the market, the European Banking Authority (EBA) said that this agreement will facilitate information exchange and coordination of stablecoin regulatory activities. The agreement is intended to strengthen oversight of entities participating in stablecoin activities, identify market trends and risks, and promote the integrity of the stablecoin market. The global stablecoin market has now grown to more than $319 billion.
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