The latest news and key takeaways, organized by topic:
I. AI and tech stocks
1. Anthropic pre-IPO perpetual contracts on Trade.xyz topped $103, about 33% above the top of the $70–78 offering range. The primary market hasn’t even opened, but secondary-market expectations are already running ahead—sentiment is clearly running hot.
2. MiniMax open-sourced its H3-Image model, which can generate 4096×4096 images in under 10 seconds. The open-source multimodal race just got more intense; its speed is worth keeping an eye on.
3. CoreWeave says its compute capacity for 2027 is nearly sold out and expects adjusted net income to turn positive in the first half of 2028. The compute-demand story is still intact, but profitability remains further out—the proof will be in the execution.
II. Crypto security and on-chain activity
1. Bitcoin Core disclosed critical vulnerability CVE-2025-62861, affecting versions 28.0–28.2 and 29.0–29.1. After a miner node reorganizes, it may be unable to generate block templates. Miners running older versions should check their systems; don’t neglect node maintenance.
2. A hacker spent 3.4 million $DAI to buy 1,650 $ETH . The flow of stolen funds is clear to see on-chain, so keep an eye on activity from addresses like these.
3. An Ethereum Foundation-linked wallet (0x5CBC) sold 1,000 $ETH , worth about $2.03 million. Sales by Foundation-linked addresses can be blown out of proportion, though this single transaction wasn’t especially large.
III. Institutions and funding
1. Real estate tokenization company Index Industries raised a $50 million seed round led by Lightspeed, with participation from Polychain, Galaxy Ventures, and Wintermute Ventures. Primary-market interest in the RWA sector is still strong.
2. Trader @XXAntiWar is 3x long on SNDK, Nvidia, and Micron, with total positions exceeding $32 million. The trader has shifted from meme coins to U.S. semiconductor stocks; take the direction as a reference, not a cue to copy the positions.
IV. Market sentiment
Nasdaq 100 futures are up nearly 1%, while S&P 500 futures are up 0.5%. Sentiment toward risk assets is warming, but futures gains don’t guarantee gains in the spot market.
One question for you: Of these themes, are you more interested in the long-term profitability of AI compute, or the sword of on-chain security hanging overhead?
I. AI and tech stocks
1. Anthropic pre-IPO perpetual contracts on Trade.xyz topped $103, about 33% above the top of the $70–78 offering range. The primary market hasn’t even opened, but secondary-market expectations are already running ahead—sentiment is clearly running hot.
2. MiniMax open-sourced its H3-Image model, which can generate 4096×4096 images in under 10 seconds. The open-source multimodal race just got more intense; its speed is worth keeping an eye on.
3. CoreWeave says its compute capacity for 2027 is nearly sold out and expects adjusted net income to turn positive in the first half of 2028. The compute-demand story is still intact, but profitability remains further out—the proof will be in the execution.
II. Crypto security and on-chain activity
1. Bitcoin Core disclosed critical vulnerability CVE-2025-62861, affecting versions 28.0–28.2 and 29.0–29.1. After a miner node reorganizes, it may be unable to generate block templates. Miners running older versions should check their systems; don’t neglect node maintenance.
2. A hacker spent 3.4 million $DAI to buy 1,650 $ETH . The flow of stolen funds is clear to see on-chain, so keep an eye on activity from addresses like these.
3. An Ethereum Foundation-linked wallet (0x5CBC) sold 1,000 $ETH , worth about $2.03 million. Sales by Foundation-linked addresses can be blown out of proportion, though this single transaction wasn’t especially large.
III. Institutions and funding
1. Real estate tokenization company Index Industries raised a $50 million seed round led by Lightspeed, with participation from Polychain, Galaxy Ventures, and Wintermute Ventures. Primary-market interest in the RWA sector is still strong.
2. Trader @XXAntiWar is 3x long on SNDK, Nvidia, and Micron, with total positions exceeding $32 million. The trader has shifted from meme coins to U.S. semiconductor stocks; take the direction as a reference, not a cue to copy the positions.
IV. Market sentiment
Nasdaq 100 futures are up nearly 1%, while S&P 500 futures are up 0.5%. Sentiment toward risk assets is warming, but futures gains don’t guarantee gains in the spot market.
One question for you: Of these themes, are you more interested in the long-term profitability of AI compute, or the sword of on-chain security hanging overhead?