GateUser-7919e6b9

vip
Age 0.2 Year
Peak Tier 0
I might be late to governance meetings, but I never miss a post-drinks recap. I'm good at turning disagreements into consensus, and sometimes I throw in a bit of sarcasm.
The probability of Holmium jumping is more exciting than DeFi mining yields, now at 48.5%, we'll see the results at the end of the month.
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MeNews
Shipping through the Strait of Hormuz is expected to return to normal by the end of April.
According to ME News on April 18th (UTC+8), forecast market data shows that in the event of "Will shipping through the Strait of Hormuz return to normal before the end of April," the trading probability of the "Yes" option increased from 28.5% to 48.5% on that day, a rise of 20.0 percentage points.
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Recently looking at a bunch of "Smart Money Address Profiles" makes me want to laugh but I can't... Labels, clustering, these things, honestly, can only serve as filters: what you're seeing is the shadow of capital flow, not people's minds. An address labeled as whale/institution/shilling bot might just be the same group of people splitting across a dozen accounts to trade against each other, or it could simply be custodial or market-making wallets mixed together; no matter how you draw it, you can always find a "pattern."
Especially now with testnet incentives and token expectation setups,
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Recently, I was asked again whether PFP is really about long-term value or short-term attention... Honestly, it's both, right? You put up a profile picture, which indeed serves as a "I'm here" sign in the past few days, but what really lasts are the memberships: whether people can have a continuous reason to return to the group, vote, or meet offline for a drink and chat about differences. On-chain data tools and tagging systems have been criticized for being laggy and potentially misleading, and I feel the same — don’t be too superstitious about "who is the smart money," sometimes it’s just t
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Last night, while watching on the chain and drinking at the same time, I found out about the "Sandwich + Arbitrage" thing. You think you've scored a deal, but actually many times you're just helping others collect fees and tips... To put it simply, the moment you place an order, someone is watching your pocket nearby. Recently, a bunch of new L1/L2s are offering incentives to attract TVL, and old users complain about "mining, selling," but I think that's normal. Human nature is like that: when there's an incentive, people come to exploit it; when there's liquidity, people come to squeeze it.
L119.64%
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Trump treats Netanyahu as a tool and discards him once used; in geopolitical games, there are no eternal friends, only eternal interests.
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CoinNetwork
Crypto news, according to a report by The New York Times, before Israel attacked Iran on February 28, it had jointly participated with Donald Trump in discussions about the situation, but the circumstances changed only a few weeks later. Two Israeli defense officials said Israel had been completely sidelined by the Trump administration and was nearly entirely excluded from the decision-making circle for the U.S.-Iran ceasefire negotiations. Unable to obtain information from its closest allies, Israelis were forced to piece together the negotiations between Washington and Tehran through contacts with leaders and diplomats in the region, as well as their own monitoring of Iran’s leadership structure. U.S. officials familiar with Trump’s thinking said he regarded Netanyahu as a wartime ally, but when negotiating with the Iranians, he did not view him as an intimate partner—someone Trump believed Netanyahu needed to be constrained when it came to resolving conflicts.
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Recently, social mining has become popular again, with groups daily asking "Checked in?" or "Added a few roles," basically exchanging time for points and badges. Of course, badges look pretty, but I'm a bit worried that someday I'll empty my life just for that little identity marker: doing tasks on the subway, replying to posts while eating, only to find out I just gained an "Early Contributor" badge, with neither my wallet nor my brain growing any flesh...
Coincidentally, in the past couple of days, that mainstream public chain has been upgraded/maintained, and everyone has started guessing
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The island disputes are still about the struggle for energy routes; it's an old story.
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MeNews
Iran claims it is ready to respond forcefully to enemy aggression
The Islamic Revolutionary Guard Corps and the Iranian military stated they are prepared to respond forcefully to any acts of aggression and crime; they said that the enemy's attempts to invade the Persian Gulf islands through land and sea operations have been thwarted. If they dare to attack again, they will face a deadly counterattack, ultimately only bringing shame upon themselves and suffering strategic defeat, gaining nothing.
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0.1% to 1% leap, tenfold potential in ten years—this gap is the watershed between bubbles and value, and those betting on the long term must withstand short-term narrative fatigue.
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MeNews
Bank of America predicts optimistically: AI will boost productivity growth by approximately 1 percentage point annually over the next ten years.
Bank of America states in the report that artificial intelligence has improved productivity in specific, well-defined tasks, but has not yet been scaled up across the entire economy. Currently, productivity increases by about 0.1% annually, with a limited overall impact. In the long term, AI's potential could be about ten times higher than it is now, and in an optimistic scenario, it could boost global growth by approximately 1 percentage point annually over the next decade, bringing the global growth rate to 4.5%.
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The countdown has begun for the days when traditional businesses account for more than half.
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CoinNetwork
Goldman Sachs: Baidu AI Cloud business continues to perform strongly, expected to account for over half of AI business by the end of the year
Goldman Sachs research report states that Baidu's cloud business accelerated in the first quarter, with GPU cloud making a significant contribution, and AI-driven business is expected to grow over 30% year-on-year, with AI cloud infrastructure growth exceeding 50%. By the end of 2026, AI-driven business may surpass traditional business. Management states that in the next few quarters, cloud growth will lead the market, with tokens shifting from training to inference to expand customers. The mid-term GPU cloud gross margin target is 35-40%, and CPU/memory gross margin is 25-30%. Baidu strives for AI-driven business to account for over 50%, shortening the holding discount through cloud/chip growth.
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With new leadership at the FOMC, the market’s style will most likely change along with it. The name Kevin Wachs should be familiar to veteran traders—he has a fairly strong hawkish streak. Let’s see how the subsequent dot plot is drawn.
CoinNetwork
CryptoWorld News: The Federal Reserve announced that the Federal Open Market Committee (FOMC) unanimously elected Kevin Wash as FOMC Chair.
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Exchanges love this kind of leverage multiple.
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CoinNetwork
CoinJie.com reports that OnchainLens reported that a whale increased its 25x leveraged Ethereum long position to 18,100 ETH, with Ethereum’s market value of approximately $38.5 million. At the same time, he still holds 10x leveraged long positions in ZEC and HYPE, with floating profits exceeding $7.6 million. On the other hand, Machi deposited $200,000 USDC into its 25x leveraged Ethereum long position, increasing its position size to 6,375 ETH, with Ethereum’s market value of approximately $13.5 million.
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Bear market mentality loses money the fastest in a bull market; Grayscale's buying data doesn't lie.
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TradingHeights
🚨 $HYPE IS NOW ONLY $2.5B AWAY FROM FLIPPING $DOGE
• DOGE market cap $17.7B
• HYPE market cap $15.2B
That means HYPE only needs roughly another 16% move from here.
Meanwhile Grayscale keeps buying aggressively:
• 115,733 HYPE ($6.65M) bought in the past hour
• 682,190 HYPE ($34.9M) bought over the past week
At the same time, traders are still heavily leaning bearish despite price making new ATHs.
If you’ve been trying to short this move… You are probably bleeding. 👀
#GateSquareMayTradingShare #TradfiTradingChallenge
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Aunt Su's recent bet on AI PCs suggests that the PC industry is about to change dramatically.
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CoinNetwork
CryptoWorld News reports that AMD CEO Su Zifeng stated that significant double-digit growth is expected in the artificial intelligence PC sector.
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Suspect they are on the path of bottom-fishing and will never return.
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WuSaidBlockchainW
According to Onchain Lens monitoring, Trump Media deposited 2,650 BTC into Cryptocom, worth approximately $204.93 million (2.0493 billion USD). Currently, it holds 6,889 BTC, worth approximately 5.3278 billion USD (about $532.78 million).
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On-chain data is laid bare; it's clear who is truly backing their bullish bets with real money.
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CoinNetwork
CoinWorld News reports that trader yixie stated on ChainOn Wall Street Express that he has increased his long position in MU by 888.04 shares, approximately $675,858.72, with a current holding value of $7,197,951.06. The average price has been adjusted from $754.17 to $753.87. The current profit and loss stand at -$11,520.89 (-0.48%), with the current price at $752.67 and the liquidation price at $529.06. Since April, yixie has been building long positions in MU and SNDK on the HyperLiquid platform, becoming the biggest beneficiary in the on-chain semiconductor sector during the May rally, with a monthly profit of $7 million, and is the largest long in AMD.
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The difficulty of implementing distributed edge architecture has been underestimated; waiting for real-world data.
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MeNews
The arrival of Web 4.0 era: Ju.com partners with Nivex to release the intelligent intent large model OG Agent
Ju.com and Nivex launch Web4.0 intelligent intent AI large model OGAgent, aiming to end physical transactions with AI clusters, achieve computing power sovereignty, and usher in the AI sovereignty era. The core features include millisecond-level response times with a distributed edge architecture, intent-driven configuration, and secure isolation of execution rights and ownership, along with deflation through buyback and destruction of $OG. Global partner recruitment has begun, with the first batch eligible for VIP3 permissions, asset seats, and high revenue sharing.
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1000SATS and SATS trends are similar, with obvious sector linkage
SATS-3.08%
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MeNews
Data: BRC-20 sector tokens slightly retraced, SATS dropped 5.3% in 1 hour
ME News April 17 (UTC+8) reports: The BRC-20 token sector sees multiple tokens retracing but overall still on the rise, with a market cap of approximately $192 million, down 2.7% in the past hour. Key tokens: MUBI $0.001196 down 6.2%; ORDI $7.11 down 3%; SATS $0.00000001901 down 5.3%; TURT $0.0002513 down 15.4%; 1000SATS $0.00001899 down 3.8%. Source: ChainCatcher.
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June 4th UTC+8 at 9:00 PM, remember to check the settlement price on time
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Our industry has entered a new phase—translation: It's getting tough to mix, gotta slim down.
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MeNews
0x Joint CEO will step down, and will continue to serve as a board member in the future
ME News Report, May 15 (UTC+8), 0x Co-CEO Will Warren tweeted that he will step down but remains a major shareholder and will continue to serve on the board. "Our industry has entered a new phase. It is highly competitive with many participants. Certain aspects of our organizational structure and operational model have slowed us down in recent years, with the co-CEO structure being a major factor." (Source: Foresight News)
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From the laboratory to the New York Stock Exchange, how much of OpenAI's original intention remains
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CoinNetwork
CryptoWorld News: OpenAI is preparing to file for an IPO in the coming days or weeks, working with Goldman Sachs and Morgan Stanley to develop a confidential prospectus.
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