Marco Nguyen

Detecting an engineer related to North Korea who participated in developing MetaMask source code

The blockchain company accidentally hired a North Korean consultant who accessed MetaMask’s core source code before being discovered and removed, according to ConsenSys.

This developer used the alias "Tyler Knapp" and participated via an external contractor. He worked on source code related to MetaMask, such as the exchange function for swapping cryptocurrency assets to fiat money.

ConsenSys has suspended access after identifying the risk. Currently:
・No asset or data leakage
・No malicious code was introduced
・No harm to users

In general, both hot wallets and cold wallets carry security risks. The best approach is for everyone to split assets across multiple places, both on exchanges and wallets, so you don’t put all your eggs in one basket 👍

Bitcoin has nearly doubled compared to the previous season’s peak, while ETH has been disappointing—so far it has only managed to return to its old peak zone.

But maybe that could actually be Ethereum’s biggest opportunity in the next cycle.

Here’s an interesting question:

If Solana is faster and much cheaper than Ethereum in fees, then why do BlackRock, Ondo Finance, and countless other major financial institutions choose Ethereum to build RWA products?

In my view, the answer lies in trust.

When managing tens or hundreds of billions of dollars in assets, what institutions need is not the cheapest blockchain—but the safest, most stable blockchain, with the most complete ecosystem.

Right now, Ethereum is still the leading platform for RWA, holding more than 54% of the market share. Simply put: out of every 100 USD of real-world assets put onto the blockchain, more than 54 USD is on Ethereum.

If last cycle’s driver for new inflows into Bitcoin was ETFs, then the next cycle is very likely to be RWA—moving stocks, bonds, ETF funds, gold... onto the blockchain.

And if this trend truly takes off, ETH may no longer be just a coin, but the infrastructure for the entire on-chain financial system.

I’m not saying ETH will definitely be the one that rises the most.

But if you believe RWA is a major narrative of the next cycle, then ETH is a name that I think would be very hard to ignore.

What do you think? Has it come time for ETH to reclaim its position, or will faster blockchains like Solana be the real winners?

$LAB is a setup that you can Short correctly... but you can still lose money

More than a month ago, I made a video saying that $LAB has nothing special besides pumping the selloff volume—today, it has officially gone underground

Short funding on Binance reached as high as 2% per hour

Example:
Capital: $1,000
Short x10 -> Position: $10,000
Funding 2%/hour -> Lose $200 each hour

If the price keeps going sideways:
After 1 hour, lose $200
After 2 hours, lose $400
After 5 hours, the funding money equals the original capital

That’s why there are setups where you guess the trend correctly but still end up losing, because you can’t withstand the funding fees

Don’t just look at the price—look at the Funding Rate too before opening a Futures trade. Sometimes going sideways is actually the thing that eats away your account the fastest

Trump makes over $1.1 billion from crypto

In the latest financial disclosure report:

- $635.1M → TRUMP memecoin
- $236.3M → Selling WLFI tokens
- $196.9M → Selling ownership rights in the USD1 stablecoin project
- $65.6M → Selling part of Trump’s equity in World Liberty Financial
- $6.0M → NFT sales and Melania Trump’s collectibles business
- $1.82M → Ethereum validator rewards (staking)

You guys know where your money is going 😬

IF YOU CAN’T HOLD THE PARKING LOT, WHERE DOES MICROSTRATEGY GET THE MONEY TO KEEP BUYING BITCOIN?

1. Use available cash: About more than 1 billion USD. But this money is currently a “shield” to pay dividends (up to 15.4%/year) in order to reassure STSC investors. If it’s used to buy BTC, investors will panic

2. Keep borrowing (issue bonds): This method is too risky because the interest payments are mandatory pressure—if you can’t pay on time, it’s easy to go into default

3. Dilute existing shares (MSTR): This is the most feasible option in the short term, but if abused, the old shareholders will protest because the Bitcoin per share ratio is reduced.

The only move to save Uncle Saylor right now is that Bitcoin must be on the line. He’s gambling using his own legitimate reputation

Brothers, how is it going this time?

BUYING 20 TIMES FROM THE PEAK: A NEW OFFICIAL “FREEZE PLUG-IN FEE” ALTCOIN

Sure, every sadness will eventually pass—only the sadness of holding an Altcoin never lets you go! 🥲

Do you still remember Sophon ($SOPH ) — the “favorite child” that once made waves for a time? Yesterday, the project officially announced: Shut down (stop operations) its own blockchain!

Let’s take a look back at a project’s “life cycle”:

Glorious past: Raised a huge 60 MILLION USD from major players like Binance Labs, OKX Ventures...

Glorious listing: Headed straight to Binance listing in May 2025, with high expectations from many.

Harsh reality: After more than 1 year, the token price “pulled its legs back” from $0.08 straight down to $0.004$ (Chia 20 times from the peak!).

The end: From the “DeFi brain” of the ZK ecosystem, it split off into its own chain, and finally became a “dead chain.” Now it’s giving up, turning around to build an app on Base.

This is exactly the “signature dish” of this season. When projects have already sold all their tokens, spent the treasury on operating costs without real users, they will choose to “let it go” to prepare to draw up a new project for next season.

Even ZK technology (Zero-Knowledge)—once praised by Vitalik Buterin as the “Endgame of Layer 2”—now looks, when you look it up on the DeFi rankings, like it’s... disappeared.

In the end, the money and users still only stay with familiar names: Ethereum, Solana, BSC, and Base.

Does anyone else still hold $SOPH or any ZK ecosystems?

#crypto #altcoin #SOPH #Sophon #Layer2 #Bitcoin #downtrend

🗓 IMPORTANT ECONOMIC CALENDAR THIS WEEK

🟩 Thursday, 26/06 - 19:30 (VN time)

m/m PCE (Previous: +0.4%)
y/y PCE (Previous: +3.8%)
Core m/m PCE (Forecast: 0.3% | Previous: +0.2%)
Core y/y PCE (Previous: +3.3%)

PCE is an inflation measure the FED has used for many years and remains the most important economic data point this week.

However, unlike during Jerome Powell’s tenure, the newly appointed FED Chairman Kevin Warsh is said to be more interested in inflation indicators such as Trimmed Mean PCE and Median PCE rather than focusing only on traditional Core PCE.

Even so, the PCE report is still the basis for the market to assess the FED’s interest-rate outlook in the coming period.

If PCE is higher than forecast, the likelihood that the FED will keep rates high for longer increases, putting pressure on Bitcoin, gold, and stocks.

Conversely, if PCE is lower than forecast, the market may expect the FED to ease monetary policy sooner, supporting risk assets.

"Good Day..."

The resignation wave has spread from $ETH to $S (Sonic)

“The Godfather” DeFi, once legendary, announced its resignation from the board of directors

Token price $S has fallen 34-fold since its peak

Old altcoins find it hard to survive until the next season

The new trend is likely that former personnel are leaving to build new projects

Next season will still have x10 opportunities to attract newcomers, but those altcoins still haven’t appeared yet

The most bullish stories from last season: GameFi, Layer 2 will fade into the past; the new season will bring new stories

Tomorrow, the new FED chairman Kevin Warsh will announce interest rates and give his first speech

🟩 Thursday, 18/06:

- 01:00 (VN time): FOMC interest rate decision

The market is currently expecting the FED to keep interest rates unchanged. However, what investors are most concerned about is how many times the FED will signal a rate cut in the near future

- 01:30 (VN time): Chairman Kevin Warsh press conference

This is typically when the market experiences the most volatility as traders analyze every word from the FED chairman to forecast monetary policy in the upcoming months.

If Mr. Warsh speaks "hawkish" (favoring higher rates for a longer period), Bitcoin and gold could face downward pressure

Conversely, if his comments are "dovish" (supporting monetary easing), risk assets might benefit

🇺🇸 US inflation rises to 4.2% as expected

To curb inflation, President Trump must open the Strait of Hormuz

If not, inflation will linger well into the end of the year

A prolonged situation could lead the FED to change its stance, raising interest rates by year-end

=> bad news for investment channels like Bitcoin and Gold

🗓 ECONOMIC CALENDAR IMPORTANT THIS WEEK

🟩 Wednesday, 10/06 - 19:30 (VN time)

- CPI month/month (Forecast: +0.5% | Prior: +0.2%)
- CPI year/year (Forecast: +4.2% | Prior: +4.0%)
- Core CPI year/year (Forecast: +2.9% | Prior: +2.8%)

CPI is the measure of U.S. inflation and is a key data point that strongly affects the FED’s interest rate expectations.
If CPI is higher than forecast, the likelihood that the FED will keep interest rates high will increase, putting pressure on Bitcoin, gold, and stocks

Next week, you guys will hear "good afternoon" from the newly announced FED chairman after the interest rate is released

Disillusioned $ETH 10k, expanded wave 15k 20k

I once hoped ETH would reach at least 10k in 2025

And life doesn’t take everything from anyone; if the heavens take away my good looks, then it happens to grant me fate to know $ETH

Back when it ran up in $BTC from 97k, I also considered closing everything at $ETH at 3k3—reason said yes, but my heart said no

In the end, I said goodbye to it at $2340. I bought again yesterday, and when it rebounded back to the selling zone, I was already up 50%.

Turns out investing is simple, huh 😁

Early June and already $BTC dropped by 20%

Keep watching—waiting is happiness 🙈

Market is hesitating, waiting for a big news from the market

Saylor says he won’t sell until the $BTC th, but now he’s already starting to sell the first 32 coins

So I don’t trust anyone in this market

I compile information from various sources, then make my own assumptions, decisions, and place my bet on it

Luck decides how to act—win brag, lose cover 😁

Specials of the downtrend season, this phase is always filled with fear and tension

This year will see the bottom of assets
This year is tough for the wealth to come in 2 years
Wealth is never meant for the masses
Very few can wait for the cycles of assets to bottom out
Crypto 4 years, Real Estate 5 years, Gold 8-10 years

Which asset do you choose?

the day when we can collateralize crypto for loans is coming soon 😁

$CL I'm predicting we'll hit the 8x zone and then bounce back

Trump's jawing about things looking good, but it's not all good yet, fam

My long-term prediction is that oil prices will stay high until the end of the year 👌

Don't hike the rates, bro Kevin 😂

Tonight at 10 PM, Kevin Warsh will be sworn in as the Chairman of the Federal Reserve, officially replacing Jerome Powell.

The new chairman is estimated to have a net worth of over $200 million, and notably, his father-in-law's daughter has a net worth of over $2 billion.

A pro crypto trader stepping up as the Fed chairman, kicking off a new economic cycle 😁

Savings rates hitting 10.7%/year

High interest rates are always the enemy of assets

This year and next will be the years to find the bottom of assets

Just one correct cycle will help everyone multiply their assets visibly; if you know how to use leverage and compound interest, it gets even crazier (this is for the pros).