📓 7/25 trading diary
Today the AI community was flooded by Claude Opus 5—matching Fable 5 at half price. Anthropic finally pulled off a beautiful win. Lao Huang’s first post on his X account came out in support of open-source models. NVIDIA+Meta+Microsoft have jointly pressured the U.S. government not to ban China’s open-source. Grok 4.5 officially launched, Codex integrated GPT Live voice, and vibe coding has entered the non-contact era.
Crypto is a bit cold. BitMEX announced it will shut down on 9/23—leaving the scene, as the pioneer of perpetual futures steps away, marking the end of an era. A few on-chain mega whales liquidated on the same day: the ETH whale took a loss of $10.82M and cut, the MKR ancient address sold everything after 10 years, and KULR nearly emptied its BTC reserves. VC funding isn’t cold itself—TownSquare oversubscribed by 25%.
More aftershocks in U.S. stocks: $TSLA kept falling another 15%, while $INTC rose 13% after hours, boosted by Q3 guidance. The AI bubble will burst eventually, but not now.
⚠️ H1 2026 Web3 security semiannual report: attacks have shifted from “code” to “people.” Drift Protocol was taken down via social engineering—the attacker spent six months building trust with real money.
Hang in there—stick it out for a few more trading days.
$BTC #Openclaw #AI #Web3 #DeFi
Today the AI community was flooded by Claude Opus 5—matching Fable 5 at half price. Anthropic finally pulled off a beautiful win. Lao Huang’s first post on his X account came out in support of open-source models. NVIDIA+Meta+Microsoft have jointly pressured the U.S. government not to ban China’s open-source. Grok 4.5 officially launched, Codex integrated GPT Live voice, and vibe coding has entered the non-contact era.
Crypto is a bit cold. BitMEX announced it will shut down on 9/23—leaving the scene, as the pioneer of perpetual futures steps away, marking the end of an era. A few on-chain mega whales liquidated on the same day: the ETH whale took a loss of $10.82M and cut, the MKR ancient address sold everything after 10 years, and KULR nearly emptied its BTC reserves. VC funding isn’t cold itself—TownSquare oversubscribed by 25%.
More aftershocks in U.S. stocks: $TSLA kept falling another 15%, while $INTC rose 13% after hours, boosted by Q3 guidance. The AI bubble will burst eventually, but not now.
⚠️ H1 2026 Web3 security semiannual report: attacks have shifted from “code” to “people.” Drift Protocol was taken down via social engineering—the attacker spent six months building trust with real money.
Hang in there—stick it out for a few more trading days.
$BTC #Openclaw #AI #Web3 #DeFi