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AI Within Artillery Range
"Cloud" service is a metaphor, but data centers are not.
2026-03-03
AI
AI Within Artillery Range
The More Powerful AI Becomes, the More Valuable McDonald's Is
The world's smartest money is buying the world's "dumbest" companies.
2026-03-02
invest
technology
AI
The More Powerful AI Becomes, the More Valuable McDonald's Is
Fundraising, Pricing, Market Making All in One Click: HIP-6 Aims to Make Hyperliquid the Go-to Platform for Token Launches
Hyperliquid plans to introduce a permissionless token issuance auction system, Hy-CO, fundamentally rewriting the rules for on-chain IPOs.
2026-03-02
Perp DEX
Fundraising, Pricing, Market Making All in One Click: HIP-6 Aims to Make Hyperliquid the Go-to Platform for Token Launches
The $2 Trillion Dilemma: Michael Saylor Decodes the Truth Behind Bitcoin's 'Invisible Selling Pressure'
Bitcoin is digital capital. I could spend a thousand hours explaining it to you, and you'd eventually understand, but you'd still have to endure a 45% crash.
2026-02-28
founder
Strategy
The $2 Trillion Dilemma: Michael Saylor Decodes the Truth Behind Bitcoin's 'Invisible Selling Pressure'
Snapshot of 100 Crypto KOLs' Holdings: 10 Stocks They Are Quietly Accumulating
The flow of funds from crypto to stocks is real and accelerating.
2026-02-28
invest
Snapshot of 100 Crypto KOLs' Holdings: 10 Stocks They Are Quietly Accumulating
What brought GPT and Claude together was their shared opposition to the Pentagon?
This time they joined forces, but it likely only lasted a few hours.
2026-02-28
AI
What brought GPT and Claude together was their shared opposition to the Pentagon?
Wintermute: Crypto Market Faces "Capital Drain" as Retail Frenzy Shifts to US Stocks
Retail investors are pouring into US stocks at a record pace, causing the relationship between the crypto market and US stocks to shift from "rising and falling together" to a "seesaw" effect.
2026-02-27
invest
currency
AI
Wintermute: Crypto Market Faces "Capital Drain" as Retail Frenzy Shifts to US Stocks
The Pentagon's Ultimatum: Anthropic's 72-Hour Life-or-Death Crisis
The end of an identity crisis is often the disappearance of the identity itself.
2026-02-27
AI
The Pentagon's Ultimatum: Anthropic's 72-Hour Life-or-Death Crisis
On-chain Investigator ZachXBT Confirms: Axiom Employees Exploited Internal Privileges for Insider Trading
The involved employee planned to help accomplices quickly profit $200,000.
2026-02-27
wallet
Safety
On-chain Investigator ZachXBT Confirms: Axiom Employees Exploited Internal Privileges for Insider Trading
Bitcoin's 10 AM Plunge: Jane Street Manipulating the Market? Data Points in Another Direction
The real issue isn't Jane Street, but the black box of price discovery in the ETF era.
2026-02-27
BTC
Bitcoin's 10 AM Plunge: Jane Street Manipulating the Market? Data Points in Another Direction
Dovey Wan: AI Is Siphoning Global Liquidity, Bitcoin Hasn't Hit a Real Bear Market Yet
If you are a volatility-harvesting trader, 2026 will be a "golden year."
2026-02-26
invest
Dovey Wan: AI Is Siphoning Global Liquidity, Bitcoin Hasn't Hit a Real Bear Market Yet
Ray Dalio: The Light of the Grand Investment Cycle
My goal is simply to see and understand what has happened in the past, and then do my best to show it to you.
2026-02-25
invest
Ray Dalio: The Light of the Grand Investment Cycle
Ten Minutes Before Luna's Crash, Market Maker Jane Street Exited Perfectly at the "Right Moment"
"The gentry's money is returned in full, the commoners' money is split 30-70." Reality is even more brutal than the movies.
2026-02-25
Terra
Ten Minutes Before Luna's Crash, Market Maker Jane Street Exited Perfectly at the "Right Moment"
BTC's "Narrative Crisis": Bloomberg Is Right, But Only Half Right
BTC isn't dead; it's just constantly shedding its skin...
2026-02-24
BTC
BTC's "Narrative Crisis": Bloomberg Is Right, But Only Half Right
ETF Outflows $4.5 Billion: Will BTC Drop Another 30% in the Next 3 Months?
Bitcoin is increasingly resembling a macro-sensitive high-beta asset, particularly standing out during risk-off periods.
2026-02-24
BTC
ETF Outflows $4.5 Billion: Will BTC Drop Another 30% in the Next 3 Months?