TheClarityAfterLiquidating

vip
Age 0.2 Year
Peak Tier 0
I only learned to respect the market on the day I liquidated everything. Now, I pay more attention to risk and drawdowns. I prefer to enter and exit in batches, and occasionally remind everyone not to be hypnotized by candlestick charts.
Israeli media leaks, U.S. covert obstruction, the game of Iran nuclear negotiations has a clear bottom line—if the money isn't in place, nothing else is up for discussion. The memorandum of understanding hangs in the air, and it seems it will soon cool off.
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CoinNetwork
CryptoWorld News reports that Iran has stated that at this stage, no commitments have been made regarding the details of the nuclear issue. Iran pointed out that reports from Israeli media suggesting that Iran would not gain access to unfrozen funds before beginning to transfer enriched uranium reserves are incorrect. Iran does not want to link the unfreezing of assets to the nuclear material issue and emphasizes that once an understanding is reached, some frozen assets should be immediately unfrozen to ensure Iran can fully utilize these assets. Iran also stated that if the frozen assets are not unfrozen, it will reach its bottom line, and the two sides will be unable to reach an agreement. Due to various reasons, including the United States blocking the unfreezing of Iranian assets, the contents of the memorandum of understanding have not yet been finalized, and there is a possibility that no consensus can be reached.
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The holiday has shrunk but the market conditions haven't shrunk; watching the implementation of the US-Iran agreement, as oil prices ease up, the crypto world can breathe a sigh of relief again.
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CoinNetwork
Bitcoin faces PCE inflation, GDP data, and Iran agreement updates
Crypto news outlet reports that the U.S. holiday has been shortened, focusing this week on the details of the US-Iran agreement and multiple economic data points. Kobeissi Letter states that this week will be busy but the focus is on the agreement update. If the agreement is confirmed, oil prices may face downward pressure, which is positive for BTC and altcoins. Bitcoin is around $76,700, up 2% for the day; ETH is about $2,100.
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Lately, I've been hearing everyone talk excitedly about modularization and the DA layer, but I'm actually more concerned about those subtle but truly impactful details: oracle price feeds. Honestly, you might think you're diligently watching the K-line, but in reality, the liquidation checks the on-chain spot price. If the feed is delayed, the market has already started to slide downward, and the protocol still calculates positions based on the "old price." When the price suddenly catches up, the health factor drops sharply, and if you haven't added margin in time, you're wiped out in one go.
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This data from France is too outrageous; on average, every two and a half days, there’s a new crypto kidnapping, and holders are turning into mobile ATMs.
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MeNews
Approximately 70% of "wrench attacks" in cryptocurrencies occur in France
ME News message: On May 24 (UTC+8), Bitcoin journalist Joe Nakamoto said that about 70% of “wrench attacks” (physical attacks targeting cryptocurrency holders and their families to steal digital assets) occur in France. Joe Nakamoto said that, as of 2026, France has seen 41 cryptocurrency-related kidnapping cases, averaging one every two and a half days. (Source: PANews)
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AI compresses attack cycles from months to hours, completely changing the DeFi security paradigm
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MeNews
Bloomberg: The AI threat is increasing, and by 2025, more than half of blockchain attacks could theoretically be carried out autonomously by AI.
On May 15th, Drift Protocol and Kelp DAO suffered nearly $600 million in losses from two DeFi attacks, leading to approximately $9 billion in funds flowing out of Aave and other platforms. TRM Labs states that suspected North Korean hacker groups are using AI to screen targets and design attack paths; Failsafe claims that AI has reduced vulnerability discovery time from several months to just a few hours. Research indicates that starting in 2025, AI could autonomously carry out most blockchain attacks, and Anthropic has not released Mythos but claims to have the ability to discover numerous zero-day vulnerabilities. Source: ODAILY
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KimiK2.6 jumps from 50% to 79.9%, Gemini3.0 Flash can even outperform its own Pro—this Meta-System is basically an external big brain for the model, and the coolest part is it doesn't touch the weights at all, relying solely on API external recursive learning. Companies finally don't have to spend money on fine-tuning.
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MeNews
No weight adjustment, pure API tuning: Poetiq "plugin" boosts Kimi by 29.9 percentage points, lightweight Gemini counterattacks Claude Opus
Poetiq's six-member team’s Meta-System set a new high score on LiveCodeBench Pro. This pure API plugin improves itself through recursive self-enhancement to extract task experience, without touching weights or fine-tuning, significantly boosting weak models. After integration, KimiK2.6 increased from 50.0% to 79.9%, Gemini3.0 Flash gained 10 points, surpassing Gemini3.1 Pro, Claude Opus4.7, and GPT5.2 High. GPT5.5 High reached 93.9% through the plugin, Gemini3.1 Pro paired at 90.9%, surpassing Gemini3 Deep Think. Enterprises can improve reasoning capabilities without costly fine-tuning.
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Lately I’ve been looking at projects on-chain in RWA, and the more I look, the more I feel that the two words “liquidity” carry a bit of an illusion: just because on-chain tokens can be sold at any time doesn’t mean the underlying assets can be redeemed at any time. Redemption windows, queues, minimum amounts, and even suspension clauses are all spelled out clearly—it's just that when everyone scrolls through the K-line chart, they don’t really like to click in and read… For now, I basically treat it as a “packaged fixed-term,” and my position is only a token of it—I come in in batches, and if
RWA-1.35%
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YC's medical AI investments are becoming more precise, and this sector is entering a harvest period.
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MeNews
Astraea uses a fully automated clinical biostatistics process to shorten the new drug approval cycle to just a few days
Astraea is an AI-native platform designed to automate the biostatistics processes of clinical trials. By inputting raw data, trial protocols, and metadata, it automatically generates SDTM, ADaM datasets, TFLs, and FDA-ready outputs that comply with CDISC standards. Traditional processes typically take 9 months and involve a team of 5-10 people, whereas this platform can complete the task within days. Currently focused on oncology and rare diseases, it is led by co-founders Joshua Wang (CEO) and Sanmay Sarada (CTO), both with backgrounds from Stanford, and has received support from YC.
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Is Europe finally coming around to the idea of a euro stablecoin?
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MeNews
France's Finance Minister Calls for Europe to Develop Euro Stablecoins and Support Bank Union Plans
ME News message: On April 17 (UTC+8), French Finance Minister Roland Lescure said that Europe needs more euro-denominated stablecoins and encouraged EU banks to explore tokenized deposits. Lescure also supports those including BBVA, ING, UniCredit, and BNP
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New dimension of API performance optimization: it's not about making the model faster, but about getting the model ready earlier
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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 initial 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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Trump's obsession with Cuba runs even deeper than the Cuban-American votes in Florida.
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BlockBeatNews
The U.S. Department of Justice accuses former Cuban leader Raúl Castro, as the Trump administration intensifies pressure on Cuba
The U.S. Department of Justice has charged former Cuban leader Raúl Castro, accusing him of involvement in the 1996 shoot-down of two humanitarian aid planes, which resulted in the deaths of four American citizens. This is seen as the latest move by the Trump administration to pressure Cuba. Díaz-Canel responded by dismissing the charges as unfounded and politically motivated. The article also mentions the Biden administration's strategy adjustments toward Cuba before leaving office, as well as Trump's reclassification of Cuba as a "state sponsor of terrorism" and the expansion of sanctions, hinting at possible military action.
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The biggest feeling I've had while watching the market these days is: liquidity has dried up, and all the "bottom-fishing logic" has become self-comforting. The order book is as thin as paper, a slight impact causes a string of slippage, and it's not even certain you can escape if you want to run. I’ve also seen discussions about rate cut expectations and the US dollar index. To be honest, no matter how good the macro narrative is, if the funds don’t come in, it’s all just idle chatter. When risk assets rise and fall together, they are more easily dragged along by emotions.
Now I’d rather slow
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From edge functions to persistent execution, Vercel completes the final piece of the serverless puzzle
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MeNews
Vercel Workflows officially launched, replacing the entire backend orchestration infrastructure with just two lines of code commands
Vercel releases Workflows, integrating persistent execution into application code, offering persistent streams, default encryption, suspend and wake capabilities, reducing the cost of standalone orchestration infrastructure, and billing based on actual usage. The Python SDK is in public beta, AI SDK v7 is launched simultaneously, open adapters, and native concurrency and snapshot runtime will be introduced in the future.
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MoonPay's fourth acquisition this year, this pace is quite aggressive.
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WuSaidBlockchainW
MoonPay announced the acquisition of Decent, a cross-chain routing and liquidity company supported by YC, and simultaneously launched an on-chain trading API product for institutions called MoonPay Trade. MoonPay stated that MoonPay Trade will integrate Decent's cross-chain routing, bridging, and liquidity infrastructure, as well as MoonPay's existing fiat on/off-ramp and compliance systems, supporting on-chain execution, settlement, exchange, and payments across more than 200 chains and protocols. This acquisition is MoonPay's fourth acquisition this year, following the acquisitions of DFlow, Dawn, and Sodot. (The Block)
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Windows users rejoice, AI code writing finally has a cage to contain it
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MeNews
Building a secure and effective sandbox on Windows to enable Codex
AIMPACT News, May 14 (UTC+8), OpenAI has built a secure sandbox environment for Codex on the Windows platform. This sandbox ensures the safety of code generation and execution processes by strictly controlling file access permissions and implementing network restrictions. This initiative allows Codex-based coding assistants to operate efficiently and in a controlled manner, providing powerful programming support while effectively isolating potential risks and safeguarding user systems. (Source: AiHot)
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Average price 1.14, current price 1.32, +170k dollars profit, after reducing the position, sleep well.
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CoinNetwork
CryptoWorld News reports that the well-known trader Loracle has reduced his LIT long positions by 259,666 units within the Hyperliquid ecosystem, which is approximately worth $329,010.78. His current position size is $1,282,023.95, with an average price of $1.14. His current profit and loss is +$179,025.11 (+41.89%). The current token price is $1.32, and the liquidation price is $0.
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TEE handles hardware isolation, ZK performs mathematical proofs, and choosing the Cycles tech stack is quite pragmatic.
ZK-4.02%
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CoinNetwork
Cycles raises $6.4 million to build a private crypto clearing network
CryptoWorld reports that Cycles has completed a $6.4 million seed round, bringing the total to $8.7 million. Blockchange Ventures led the investment, with participation from Coinbase Ventures, Compound VC, Primitive Ventures, and others. Cycles aims to build a private clearing network that purifies participant obligations before final settlement, reducing counterparty risk and market liquidity requirements. It uses zero-knowledge proofs and TEE to enable privacy cooperation for sensitive financial activities, addressing the lack of traditional clearing infrastructure in the crypto market.
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Key fact extraction rather than stacking the entire context, the approach is very correct
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MeNews
Mem0 releases research on long-term memory architecture: accuracy surpasses OpenAI by 26%, reasoning latency reduced by 91%
Mem0 announces the core long-term memory algorithm research: extracting key facts through a two-stage pipeline and updating memory to avoid forgetfulness. Under the LOCOMO benchmark, accuracy is 26% higher than OpenAI's built-in memory, P95 reasoning latency is reduced by 91%, and token consumption is decreased by 90%. The enhanced variant Mem0ᵍ introduces a graph database to capture cross-session entity relationships. From memory retrieval to response, the production end takes only 0.71 seconds, far better than the nearly 10 seconds for full context. The research has been accepted by ECAI, and the code is open-sourced on GitHub.
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From committee member to associate professor, the identity has changed, but influence may not have diminished; sometimes, the academic community can speak out more effectively.
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CoinNetwork
CoinWorld News, Hester Peirce, also known as the "Crypto Mom," a commissioner of the U.S. Securities and Exchange Commission (SEC), plans to leave the SEC in 2026 to join Regent University School of Law as an associate professor. Peirce has served as an SEC commissioner since 2018 and led the agency's crypto task force in 2025. She is widely known for supporting clearer cryptocurrency regulations and criticizing enforcement-focused regulatory approaches. Peirce's departure has sparked concerns over leadership vacancies at the SEC, especially as Congress discusses new legislation for the crypto market. Peirce's influence is widely recognized in the crypto industry, and her departure is seen as the end of an important era in U.S. digital asset regulation.
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Anthropic is renting chips from Microsoft; the plot twist happened a bit quickly.
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MarsBitNews
Anthropic is reportedly in talks to use Microsoft's AI chips.
Mars Finance News May 21 – According to reports, two individuals who spoke with participating executives revealed that Anthropic is negotiating to lease AI server chips designed by Microsoft to seek higher computing power to meet its growing AI demands. (Broad Perspective)
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