Powerpei
Powerpei
I will share some of my experiences here, welcome to follow me, I will also reply to build the OKX planet together
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Yesterday I renewed a subscription for an overseas data tool I usually use.
It was just a bill for a few dozen dollars, but I kept getting a payment failure.
In the end, my domestic bank sent me a risk control message and froze my credit card.
I called and argued with customer service for almost half an hour.
I had to exhaust my words to prove "I am me, I am spending my own money and I haven't been scammed," before they reluctantly unblocked it.
After hanging up, I looked at the card on my desk and really felt that this old financial system is completely rotten.
You think the money is yours, but in their eyes, you are just a tenant with the right to use it.
> This is also why I kept staring at the announcement of Bybit's 10 million WLFI reward today, reading it several times.
————
Many people look at such activities, their eyes glued to daily check-ins and playing TradeGPT to collect fragments for a lottery.
To be honest, I can't even be bothered to click on those time-consuming data games that act as free labor.
➤ What really caught my attention was the most inconspicuous line in the announcement: permanent zero fees between USDC and USD1, and full access to mainstream coin pairs.
Think about it, what keeps an exchange alive? It's the transaction fees.
Bybit is now willing to cut this fat piece off and even subsidize a few million dollars worth of tokens for the event, what are they after?
If you look at the on-chain data, you'll understand.
➤ USD1 has recently quietly increased its issuance by over 20 million coins.
Moreover, institutions like MovaLab have directly become the first batch of super nodes.
They are starting to slice into the cake of foreign exchange remittances and AI payments.
This is not just a simple spring promotion for the platform; it’s political capital behind it using real money for subsidies.
They are forcibly laying down a parallel dollar track in the market.
————
In this circle, don’t go against the trend.
Now major exchanges are competing for the pricing power and liquidity of this new track.
For us retail investors, arguing about whether this thing is truly decentralized is meaningless.
My operations are extremely boring, but also the most stable.
➤ Move the idle USDC sitting on the chain over; after all, the exchange is zero-cost, and I can easily hit a $500 spot trading volume threshold.
Since the giants are willing to spend money to seize the ecological base, then this certain liquidity subsidy is something to take advantage of.
As for the 1 million prize pool's Mantle chain interaction, if you have the energy, just click a couple of times to grab it.
In this market full of landmines, earning subsidies that you can understand is much more reassuring than blindly guessing the market.
Alright, enough said. I still need to renew that damn tool; after the bank's hassle, I even forgot my login password.

I quite agree with this point.
When people talk about CPO in the market now, many still first look at the big tokens and the hottest names.
But when the industry really moves forward,
what often determines flexibility is not who is the most popular, but who is stuck at the critical links.
Points like lasers, packaging, and connections may not usually be the most eye-catching,
but once demand continues to push upward,
the market can easily start to revalue the importance of these midstream segments.
So I personally pay more attention to who the bottlenecks are, not just who is the most famous.
The Computex and NVDA meetings next month might heat up this topic even more.

Serenity
Win Semi (3105) is almost never mentioned in photonics analyst reports.
But they’ll probably show up as an important bottleneck for scaling lasers next year.
Glad to see Shunsin (6451) start picking up steam from my TW longs.
Foci (3363), MSSCorp (6830) should start getting some attention too imo after Computex / $NVDA conference next month.
Nextronics (8147), I personally kinda expect to 3x down the road.. once disposition is over.
5 of my favorite CPO exposure longs over in Taiwan, especially at current prices.


Everyone is focused on USD1's high APR for yield farming
But if you actually watch the market,
you'll find that the logic behind its pricing has long changed
The market now values USD1 not just for new coin hype
but more like pricing its channels
For a new stablecoin to survive, just having issuance volume isn't enough
It needs people providing entry points, scenarios, and reasons for capital turnover.
USD1 recently happened to hit all these points
/
On the Binance Wallet side
Aster has already launched USD1-denominated perpetuals and collateral scenarios
On Bybit's side
April has the Ecosystem Carnival, and in May they continue with Hold & Earn, using WLFI rewards to attract holding and trading.
More importantly on-chain
Kamino integrated USD1 into the Solana lending market at the start of the year.
This step is actually much more significant than the event page.
Once a stablecoin enters lending pools, it’s no longer just a balance lying in wallets
It starts circulating, entering leverage, liquidity pools, and begins to gain real usage.
/
So now when I look at USD1, I no longer see it as just another stablecoin project
I see it more like a distribution machine: someone provides trading entry, someone provides yield scenarios, someone provides on-chain turnover
What really matters going forward isn’t how high the short-term APR is
What matters is how much of this forcibly injected liquidity ultimately remains.
If this money truly stays on-chain and in trading scenarios, USD1’s story won’t just stop in DeFi.
Note: The above content is purely market analysis and does not constitute any investment advice!
#USD1 #WLFI

The crypto community racks their brains every day trying to pull retail investors from outside the circle to deposit funds
Only to find the most efficient method
Is to directly shove concept stocks into the must-buy list of passive funds in the US stock market
It's a dimensionality reduction strike, for sure

蓝狐
Two publicly traded companies related to Ethereum (ETH) (Sharplink SBET and BitMine BMNR) will officially be included in the U.S. Russell Index on June 29, 2026 (U.S. market open).
Current situation:
SBET (Sharplink) confirmed to join Russell 2000 (small-cap index) and Russell 3000
BMNR (BitMine) on the preliminary list, expected to join Russell 3000, with a high probability of entering Russell 1000 (large-cap index)
What does this mean?
Imagine the U.S. has a super large passive investment "automatic shopping system"—such as passive index funds, ETFs, pension funds, 401k plans, etc.
They don’t pick stocks themselves but strictly buy according to which companies are on the Russell index list and their weightings.
This time, SBET and BMNR being added to the list is equivalent to:
Opening the "gate of passive capital" for SBET and BMNR, allowing millions of ordinary investors who don’t trade crypto or understand Ethereum to automatically hold them, effectively pushing Ethereum’s opportunity into the mainstream traditional financial channels.
Specifically,
The global funds tracking Russell 2000 and Russell 3000 are enormous (trillions of dollars).
Once officially included, these funds must buy the corresponding stocks to match the index.
Previously, usually only investors actively researching crypto would buy these stocks.
Now that they are in the index, mainstream investors who "don’t want to pick stocks and only buy index funds" (including many retail and institutional investors) will have their money automatically flow into SBET and BMNR.
This naturally integrates Ethereum-related investment opportunities into mainstream U.S. traditional financial portfolios.
Passive fund purchases create real demand, especially around the inclusion date, often providing short-term price support (the so-called "index inclusion effect").
In the long term, it will also improve stock liquidity and increase institutional ownership ratios (many mature companies have passive ownership ratios reaching 20-25% or more).
It should be noted that passive funds buy SBET and BMNR stocks, not ETH. To match the index, funds must buy these two stocks and will not directly buy ETH on exchanges. However, this will indirectly encourage the companies to buy more ETH.
synthetic exposure fixing the broken tradfi private markets is such a massive narrative
unicorns can void SPVs, but they can't block on-chain perps
listening to this on a monday morning in china
incredible alpha as always laura.🔥

Laura Shin
I spoke with Dio Casares (@diogenes) of @patagon about why Anthropic and OpenAI voided secondary shares before their IPOs — and why, structurally, pre-IPO perps sidestep almost all of those problems.
It’s an inside look at why pre-IPO perps avoid the legal hot potato aspect of pre-IPO trading activity. 🎧
Timestamps:
🚀 00:45 Why are we seeing so much pre-IPO activity bubble up right now
🗂️ 02:45 The types of market activity that are happening pre-IPO and why they’re happening
💙 6:04 Coinbase: Get 20% off the first year of your Coinbase One annual plan at
⛓️ 07:52 The kinds of problems that buyers and sellers of pre-IPO shares are trying to solve by going onchain
⚖️ 11:15 How unicorns have wanted to be private but have their shares
📊 13:19 Why people aren’t just waiting till pre-IPO share perps go live to get exposure
🃏 15:30 The problems can arise in second- and third-layer SPV situations
🏦 18:19 Where the Robinhood tokenized-share model fits in all this
🏛️ 19:59 Where the FTX bankruptcy Anthropic block falls
🗺️ 21:55 The spectrum of players — from offchain to onchain, from shadier to more legitimate
🤺 24:30 Why more of this activity is happening on Solana than Ethereum
🤝 25:23 What Patagon does in the secondaries market
🔭 29:27 How Dio expects the onchain private market space to evolve
One of the easiest misconceptions for beginners about on-chain US stocks is:
Seeing AAPLx, NVDAx, TSLAx doesn’t necessarily mean you directly own those stocks.
This needs to be clarified first.
Some on-chain US stocks are tokenized stocks.
For example, products like xStocks emphasize 1:1 backing, meaning they are supported by corresponding stocks or ETFs.
Some products are more like price contracts.
Users get price fluctuations but don’t necessarily have real stock rights.
Other products just package the US stock names, but the rules, redemption, trading hours, and applicable regions are different.
So for beginners looking at on-chain US stocks, I suggest not rushing to buy tokens but first ask four questions:
First, is there real asset backing behind this token?
Second, am I buying stock rights or price exposure?
Third, can I redeem it, or can I only sell it on the secondary market?
Fourth, does this platform allow users from my region to participate?
The truly interesting part about on-chain US stocks isn’t just that US stocks can be on-chain.
What it really changes is the trading entry point.
Previously, ordinary people buying US stocks had to open accounts, deposit funds, and wait for trading hours.
Now many on-chain products turn US stocks into assets in wallets, allowing them to enter DEXs, DeFi, and 24/7 trading environments.
This lowers the barrier but also brings new risks.
On-chain trading has smart contract risks.
Tokenized stocks have issuer and custody risks.
When liquidity is insufficient, prices may deviate from US stock spot prices.
Compliance requirements vary by region.
So my understanding is:
On-chain US stocks are not a shortcut tool for beginners.
They are more like the first version of US stock assets entering the on-chain world.
Beginners can pay attention but shouldn’t just look at the ticker.
You need to look at the rules first, then liquidity, and finally the price.
#美股

Just reviewed the 42 Roundtable AMA by @42space again, and my main takeaway is:
Eventcoins is not just a rebrand of prediction markets; it aims to turn real-world attention into on-chain assets that can be traded, co-built, and spontaneously generate liquidity.
The lineup for this roundtable was quite interesting.
Host @Jenni_Web3 managed the session very steadily, able to bring out technical questions and also capture the community narrative.
The core is @Leo_ozavaat.
His background ranges from Morgan Stanley quantitative analyst to early crypto and MEV research since 2017, then to Alkimiya’s blockchain space auctions and liquidity design. The whole logic leans heavily on market structure rather than just storytelling.
So my understanding of Eventcoins’ positioning is:
> meme-driven hype
+
> traditional prediction market result settlement
+
> permissionless market creation
These three elements combined.
Everyone knows the problems with traditional prediction markets: high barriers to market creation, difficult liquidity cold start, and in the end, only big traffic events like sports and politics tend to thrive.
But memes have obvious issues too: narratives can heat up quickly but often lack a clear settlement anchor.
What Eventcoins wants to fill is exactly this middle ground.
----
It uses bonding curves to allow event assets to be traded continuously throughout their lifecycle, with prices fluctuating in real-time based on participation, sentiment, and narrative changes.
➤ More importantly, anyone can create a market around a niche event:
Local tournaments, KOL memes, friend groups, gaming communities, even temporary hot topics all have the chance to bootstrap liquidity themselves.
This transforms prediction from an institutional market into a social, narrative, and trading closed loop that ordinary people can participate in.
The community is also quite lively; @jiamigou, @borsch737, @Lilibee1227908, @ZhanweiC, @kaylyn_0x, and others were present, with many details discussed.
At the AMA’s end, it was mentioned that over 1000 ambassador applications were filtered down using a 30-minute limited Google Form, showing clear execution and community enthusiasm.
//
Currently, the football market is live, with points and props available, and the IP Championship is underway.
The team clearly aims to fully develop the 2026 World Cup line: national team coins, player narratives, final match matrix—all natural event entry points.
My favorite part is:
42space is not just building a trading platform but more like infrastructure for “social + narrative + market.”
Turning attention from friend groups, interest circles, and creator communities into something you can bet on together, hype together, and co-build together.
This direction is a step beyond pure prediction markets.
Of course, risks remain: liquidity after hype fades, regulatory gray areas, and whether event markets can sustain activity all need time to prove.
But at least from this AMA, 42space is not aiming for short-term harvesting but building the foundational gameplay for the next-generation event economy.
If you missed the AMA➤ you can check out @borsch737’s summary post or directly experience the bonding curve.
The World Cup is coming soon; this time, we might not just be spectators.
Note: The above content is a personal summary and does not constitute any investment advice, DORY
#Eventcoins #42space #WorldCup2026 #Web3PredictionMarket

Powerpei reposted

According to the weak propagation theory, during the midterm elections, Fud Trump and matters or projects related to the Trump family will become a method to attract traffic.
Take @worldlibertyfi as an example. From the beginning, rumors about Eric Trump and other Trump family members withdrawing from this project and outsourcing it to a Chinese team have all been strongly refuted by Eric.
The spread of rumors can infiltrate the community, but people don't remember the content of the refutations.
Weak propagation means that in communication, especially in social media, the weaker party wins.
Although I believe that according to the weak propagation theory, it will be difficult for Trump to win the public opinion before the midterm results. But as a deeply trapped secondary holder of the WLFI token, I hope the Trump family wins the final victory.
BTW, this visit to China is for business purposes, so we didn't see the shadow of the US First Lady. Eric Trump is the key attendee, hoping to learn from the bravery and pragmatism of the Chinese people, which will ultimately be reflected in the WLFI coin price 😍
USD1 I have eaten well, now only waiting for WLFI to take off 🛫
Powerpei reposted

most agents look smart until reality checks them
personality is a bubble but memory is a loop
EVOEVO IS NOW LIVE to stop agents from just talking and start absorbing outcomes
prompts are cheap but a verified reasoning history is the only thing that scales
would you trust a logic chain that has never been wrong



