Crypto十三东生
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Crypto十三东生
对我而言，Web3不仅是技术演进，更是生产关系的变革。
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On July 30, #bStocks流动性 7 news, Dune data showed that Binance stock tokens bStocks recorded a trading volume of $6.123 billion over the past week, hitting an all-time high, with an average of 99% of the trading volume concentrated in the Nasdaq 100 ETF stock token QQQ. Notably, since mid-July, bStocks' daily trading volume has grown from over $100 million to the billion-dollar level, mainly driven by QQQ.
In addition, bStocks' total assets under management (AUM) have reached about $680 million, surpassing xStocks' AUM of about $597 million.
In addition, bStocks' total assets under management (AUM) have reached about $680 million, surpassing xStocks' AUM of about $597 million.
Two big juicy stories over at AI
OpenAI reveals secret techniques: GPT-5.6 Sol surges 3x on the ARC-AGI-3 test (just with two settings)
IBM announces it has entered the “quantum advantage” era—quantum computing begins to do “go beyond traditional computers, and be verifiable”
OpenAI reveals secret techniques: GPT-5.6 Sol surges 3x on the ARC-AGI-3 test (just with two settings)
IBM announces it has entered the “quantum advantage” era—quantum computing begins to do “go beyond traditional computers, and be verifiable”
Storage Chips — Management Begins to Self-Rescue
SK Group Chairman Choi Tae-won personally purchased 3,620 shares of SK Hynix (KRW 4.8 billion, first personal increase)
Yesterday, SK Hynix saw a two-day loss of 25%; today, management stepped in personally → a strong signal
Landi Technology (A-share storage leader) spent KRW 40.86 million to repurchase its own shares in the 194–209 yuan range
Industry bottoming signals are emerging in a concentrated way
SK Group Chairman Choi Tae-won personally purchased 3,620 shares of SK Hynix (KRW 4.8 billion, first personal increase)
Yesterday, SK Hynix saw a two-day loss of 25%; today, management stepped in personally → a strong signal
Landi Technology (A-share storage leader) spent KRW 40.86 million to repurchase its own shares in the 194–209 yuan range
Industry bottoming signals are emerging in a concentrated way
#美国再度空袭伊朗革命卫队 Middle East further escalates—Iran says it will strike U.S. troops F-35
Iran’s Revolutionary Guards claim they shot down/destroyed three U.S. F-35 fighter jets (unverified)
A massive explosion in southern Lebanon, and Iran attacks a U.S. military base in Jordan
But at the same time: Pakistan helped Iran work out the deal for Qatar LNG ships’ safe passage through the Strait of Hormuz—talking while fighting
Energy prices swing wildly; crude oil has become a “political baton”
Iran’s Revolutionary Guards claim they shot down/destroyed three U.S. F-35 fighter jets (unverified)
A massive explosion in southern Lebanon, and Iran attacks a U.S. military base in Jordan
But at the same time: Pakistan helped Iran work out the deal for Qatar LNG ships’ safe passage through the Strait of Hormuz—talking while fighting
Energy prices swing wildly; crude oil has become a “political baton”
The Fed blew up—“Volcker era”’s first split. Early-morning decision: keep interest rates unchanged, but three committee members voted for a rate hike. This is the first time there’s been a public internal split after “Vosh” took power (seen by the market as hawkish). In other words: inflation can’t be tamed—some within the central bank are already getting anxious. Gold today surged to the 4100 level, only to be knocked back again (funds are waiting for direction).
The most explosive macro news today isn’t rate hikes or rate cuts—it's three people within the Federal Reserve openly “pressuring” for a rate hike, marking the first split of the Wozh era.
On the Middle East front, Iran calls for shooting down F-35s, while Pakistan turns around and helps negotiate to allow LNG ships to pass.
The storage big shots can’t sit still: SK hynix’s chairman personally scoops up shares for 4.8 billion KRW, while Montage Technology pours 40 million USD into a share buyback.
In times like this, you need to focus on the people who are actually putting real money on the line.
On the Middle East front, Iran calls for shooting down F-35s, while Pakistan turns around and helps negotiate to allow LNG ships to pass.
The storage big shots can’t sit still: SK hynix’s chairman personally scoops up shares for 4.8 billion KRW, while Montage Technology pours 40 million USD into a share buyback.
In times like this, you need to focus on the people who are actually putting real money on the line.
Have you arrived at the target level?
These damn things in the US and Korean stocks—up and down everywhere.
See translation
#韩国限制杠杆etf交易 868美元的单股成交直接引发了Hyperliquid上SK海力士永续合约约8000万美元的清算。
事件起点：韩国另类交易系统NXT盘前一笔仅成交1股的SK海力士股票，价格触及跌停下限（约868美元），这笔真实成交被数据商采纳。
传导至链上：TradeXYZ在盘前时段（北京时间7点）切换至外部报价，直接引用了该异常价格作为SKHX预言机输入，导致标记价格暴跌。
清算爆仓：短短一分钟内，SKHX最低跌至927美元，数百个多头账户被强平，未平仓合约骤减1.5亿美元，清算规模近8000万美元，其中约2626万美元由系统后备地址被动承接并再次清算。
对比Binance：币安同类合约放弃了盘前外部报价，坚持内部定价，指数仅微跌，避免了大规模清算。
核心问题：外部报价机制未能识别流动性不足市场的孤立成交，标记价格的设计虽有多层平滑，仍未能阻止异常价格带来的连续清算。
教训：价格发现需结合市场深度，单一成交不应直接主导高杠杆合约的风险控制。
事件起点：韩国另类交易系统NXT盘前一笔仅成交1股的SK海力士股票，价格触及跌停下限（约868美元），这笔真实成交被数据商采纳。
传导至链上：TradeXYZ在盘前时段（北京时间7点）切换至外部报价，直接引用了该异常价格作为SKHX预言机输入，导致标记价格暴跌。
清算爆仓：短短一分钟内，SKHX最低跌至927美元，数百个多头账户被强平，未平仓合约骤减1.5亿美元，清算规模近8000万美元，其中约2626万美元由系统后备地址被动承接并再次清算。
对比Binance：币安同类合约放弃了盘前外部报价，坚持内部定价，指数仅微跌，避免了大规模清算。
核心问题：外部报价机制未能识别流动性不足市场的孤立成交，标记价格的设计虽有多层平滑，仍未能阻止异常价格带来的连续清算。
教训：价格发现需结合市场深度，单一成交不应直接主导高杠杆合约的风险控制。
We’re about to pull the trigger—at least we have to show some effort. Stability is the key. Get the rounds chambered. As-sie-ba!
It’s true that Kailai is losing money—losing it badly.
AB Kuai Dong
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Still, Koreans are tough—because this round of leveraged liquidation has involved too many people. In front of Seoul’s National Assembly Building, investors placed 30 funeral wreaths, demanding that the South Korean government impose strong regulation on high leverage.
And on the wreaths, it also said, “Is investor protection just talk? Demand delisting!”
And on the wreaths, it also said, “Is investor protection just talk? Demand delisting!”
Haha😄. Some are happy, others are sad.
AB Kuai Dong
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Although the South Korean stock market has closed, the discussion boards for SK Hynix and Samsung Electronics have already gone wild.
More than 20 comments per minute—mostly friendly, warm greetings—but many people are still holding onto their stocks, waiting for a rebound.
More than 20 comments per minute—mostly friendly, warm greetings—but many people are still holding onto their stocks, waiting for a rebound.
Is the yellow-haired guy’s son going to do a paternity test tonight? And if there’s a rate cut, it will be confirmed that he’s the biological son.
#U.S. Federal Reserve interest rate decision
#U.S. Federal Reserve interest rate decision
Haha
AB Kuai Dong
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Ah, what? OpenAI, Anthropic, Google, and other companies’ 1,178 employees have issued a joint statement calling on the U.S. government to take the lead in launching international action, so that countries and AI companies worldwide can slow down their R&D progress in sync.
They believe that AI development that’s happening too quickly may ultimately outpace society’s ability to adapt, leading to uncontrollable outcomes.
However, the signatories are mainly from these three companies—people who know, know.
They believe that AI development that’s happening too quickly may ultimately outpace society’s ability to adapt, leading to uncontrollable outcomes.
However, the signatories are mainly from these three companies—people who know, know.
#道指涨超500点 Global market today sees a mixed “ice and fire” scenario: South Korean stocks halt trading down 8%, and SK Hynix erased 25% in two days; China’s A-shares turn green against the tide, with storage chips surging higher on unusual moves. Tonight’s main event— the Fed’s interest rate decision. Will Powell strike the first shot of a rate hike? The shockwave from this shot will leave no asset untouched tonight.
Going from profit to loss—what does it feel like? Haha 😄😄😄
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