Devin阿文
234 Posts
Devin阿文
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Right now, the hype for a trip to Sichuan is at its peak!
Someone talk me out of it.
Someone talk me out of it.
It's late, folks
Can you share some insights that us retail traders will never get to see?
I'm just a small fish looking to broaden my horizons.
Can you share some insights that us retail traders will never get to see?
I'm just a small fish looking to broaden my horizons.
Heard Apple is gearing up to drop some smart glasses that can recognize your prescription—finally, some good news for those of us in specs! 🏝️
Welcome to Beijing🍖
Is this life considered a success?
Brothers, what comes to mind when you see this? Any hints?
Let me tell you, buy the stocks related to these companies, they're bound to moon 📈
Let me tell you, buy the stocks related to these companies, they're bound to moon 📈
Has TikTok already seen this?
SUI just hit its third anniversary! The major unlocks for early contributors, VCs, and the team are all done.
The circulating supply jumped from 395 million to 400.5 million on May 1st (+52 million, which is 0.52% of the total supply), yet the price skyrocketed from $0.86 at the beginning of April to between $1.07 and $1.42 by May 10th (24h +18.4%), with a market cap holding steady at $4.97 billion.
Let’s celebrate this milestone in style! Hahaha
The circulating supply jumped from 395 million to 400.5 million on May 1st (+52 million, which is 0.52% of the total supply), yet the price skyrocketed from $0.86 at the beginning of April to between $1.07 and $1.42 by May 10th (24h +18.4%), with a market cap holding steady at $4.97 billion.
Let’s celebrate this milestone in style! Hahaha
US stocks are doing pretty well, huh!
AI Relay Stations: A Business So Profitable It's Scary
Right now, the hottest topic in the crypto space is AI relay stations. People say this business is insanely profitable, and it's no exaggeration. Just look at who's in this game—famous figures like Brother Sun from the crypto world are involved, the former boss of Cheetah Mobile, Fu Sheng, is in on it, and the most unbelievable part is that even the Trump family has recently jumped in, showing just how lucrative this venture is.
But how should we view AI relay stations?
The business model of AI relay stations essentially revolves around the “middleman model” that exploits mismatches in supply and demand. It survives on information asymmetry and resource disparities, offering short-term profits but with significant long-term risks. It has elements of both legitimacy and gray areas, which can be objectively viewed from three points:
Existence of Legitimacy: Domestic users currently face many barriers when trying to access high-quality foreign AI (like Claude and GPT)—network restrictions, payment barriers, IP bans, and high subscription costs with complicated operations. Relay stations purchase computing power in bulk, integrate multiple models, and create user-friendly tools, allowing ordinary folks to access global AI at low costs and with ease. This “filling the gaps” positioning is the core reason for its rapid rise and has generated real market demand.
Layered Profit Models and Chaos: The more legitimate ones earn reasonable price differentials, buying computing power in bulk to get discounts, splitting official accounts for sharing, making “hard-earned arbitrage money.” However, many relay stations take a gray route, even resorting to switching out models and using low-quality factory models to impersonate the latest Claude and GPT versions, relying on users' limited AI understanding to get by.
Risks and Limitations Not to Be Ignored: Upstream model manufacturers (like Anthropic) have strengthened risk control, cracking down on behaviors like interface wrapping and account sharing. In early 2026, there was a situation where 80% of relay service providers got their accounts banned, crippling their operations. Relay stations relying on gray paths are extremely prone to collapse. On the other hand, issues like model switching and data leaks not only violate user rights but also potentially breach unfair competition laws and related regulations. The technical barriers are quite low, as multiple open-source frameworks can be set up, leading to intense homogenous competition. With tightening compliance policies, long-term survival space is limited, making it more like a “short-term business” born from a temporal windfall rather than a sustainable model.
Right now, the hottest topic in the crypto space is AI relay stations. People say this business is insanely profitable, and it's no exaggeration. Just look at who's in this game—famous figures like Brother Sun from the crypto world are involved, the former boss of Cheetah Mobile, Fu Sheng, is in on it, and the most unbelievable part is that even the Trump family has recently jumped in, showing just how lucrative this venture is.
But how should we view AI relay stations?
The business model of AI relay stations essentially revolves around the “middleman model” that exploits mismatches in supply and demand. It survives on information asymmetry and resource disparities, offering short-term profits but with significant long-term risks. It has elements of both legitimacy and gray areas, which can be objectively viewed from three points:
Existence of Legitimacy: Domestic users currently face many barriers when trying to access high-quality foreign AI (like Claude and GPT)—network restrictions, payment barriers, IP bans, and high subscription costs with complicated operations. Relay stations purchase computing power in bulk, integrate multiple models, and create user-friendly tools, allowing ordinary folks to access global AI at low costs and with ease. This “filling the gaps” positioning is the core reason for its rapid rise and has generated real market demand.
Layered Profit Models and Chaos: The more legitimate ones earn reasonable price differentials, buying computing power in bulk to get discounts, splitting official accounts for sharing, making “hard-earned arbitrage money.” However, many relay stations take a gray route, even resorting to switching out models and using low-quality factory models to impersonate the latest Claude and GPT versions, relying on users' limited AI understanding to get by.
Risks and Limitations Not to Be Ignored: Upstream model manufacturers (like Anthropic) have strengthened risk control, cracking down on behaviors like interface wrapping and account sharing. In early 2026, there was a situation where 80% of relay service providers got their accounts banned, crippling their operations. Relay stations relying on gray paths are extremely prone to collapse. On the other hand, issues like model switching and data leaks not only violate user rights but also potentially breach unfair competition laws and related regulations. The technical barriers are quite low, as multiple open-source frameworks can be set up, leading to intense homogenous competition. With tightening compliance policies, long-term survival space is limited, making it more like a “short-term business” born from a temporal windfall rather than a sustainable model.
Here we go again with the hype, not sure if this time it’s a "buy the rumor" situation. If it is, I feel like BTC could rally to 85k – 90k. If not, then we might all be bracing for a pullback!
The May Day holidays are over, are you all back to trading?
The U.S. has been attacking Iran for 62 days now, and the strait remains closed!
Feels like those in foreign trade must be raking it in during this time. A buddy from Dongguan mentioned it's been about ten years since things have been this booming.
Orders are overflowing, machines that were put on ice are being fired up again, and there's a serious labor shortage.
Factories in Vietnam, India, and Southeast Asia are all shut down, and orders that previously went to those regions are coming back due to the fuel crisis. The so-called industrial shift is incredibly fragile; after ten years of planning, they couldn't handle a month without oil. Now, these foreign traders are just praying for a major U.S.-Iran conflict, hoping for a total mess in the Middle East that blocks all the straits.
They might be the ones wishing for Trump’s re-election the most, even more loyal than Vance +.
So, when it comes to profiting off war, it really makes you lose your moral compass.
Feels like those in foreign trade must be raking it in during this time. A buddy from Dongguan mentioned it's been about ten years since things have been this booming.
Orders are overflowing, machines that were put on ice are being fired up again, and there's a serious labor shortage.
Factories in Vietnam, India, and Southeast Asia are all shut down, and orders that previously went to those regions are coming back due to the fuel crisis. The so-called industrial shift is incredibly fragile; after ten years of planning, they couldn't handle a month without oil. Now, these foreign traders are just praying for a major U.S.-Iran conflict, hoping for a total mess in the Middle East that blocks all the straits.
They might be the ones wishing for Trump’s re-election the most, even more loyal than Vance +.
So, when it comes to profiting off war, it really makes you lose your moral compass.
This morning I saw PumpFun burn all of their in-house tokens that they previously bought back, which amounts to a whopping $370 million, accounting for about 36% of the circulating tokens on the market.
I’m guessing they did this to calm the market and address concerns about the lack of transparency and predictability in their buyback rules.
Additionally, the platform has set new rules: for the next whole year, half of the profits will go towards automatically buying back their tokens and continuously burning them, gradually reducing the circulating supply and making the rules more transparent and the price action more predictable.
Can this move really pump the price up again?
#PUMP
I’m guessing they did this to calm the market and address concerns about the lack of transparency and predictability in their buyback rules.
Additionally, the platform has set new rules: for the next whole year, half of the profits will go towards automatically buying back their tokens and continuously burning them, gradually reducing the circulating supply and making the rules more transparent and the price action more predictable.
Can this move really pump the price up again?
#PUMP
Why is everyone talking about $DOGE ?
I haven't bought in a while, and the market isn't giving me any opportunities.
Right now, the price isn't showing much action, and the gains aren't significant yet 🤔
Any insider pros want to chime in? I need to stack up my position ASAP.
I haven't bought in a while, and the market isn't giving me any opportunities.
Right now, the price isn't showing much action, and the gains aren't significant yet 🤔
Any insider pros want to chime in? I need to stack up my position ASAP.
DeFi top-tier players are pooling funds for an emergency rescue of Aave
1. Background of the incident
Recently, the rsETH protocol fell victim to a hacker attack, leaving Aave with a massive gap of approximately $160 million in funds. If this gap isn’t filled, the platform risks a bad debt explosion, user assets could be in jeopardy, and the entire DeFi space would face panic selling.
2. Industry solidarity for rescue
To stabilize the situation, key players in the space launched a 'DeFi United' joint rescue initiative, where major institutions and big names came together to raise funds.
So far, they have raised a total of 132,000 ETH, equivalent to over $300 million, which comfortably covers the $160 million loss, completely filling the hole.
3. Two heavyweight figures step up to support
Joseph Lubin, founder of Consensys, a core player in the Ethereum ecosystem, made a significant contribution by directly putting in 30,000 ETH, making him one of the top contributors in this rescue; stablecoin giant Circle also entered the fray, buying AAVE tokens to support the coin’s price and stabilize market sentiment, preventing panic selling.
What initially threatened to shake the entire DeFi landscape turned into a collective lifeline from industry leaders, with top-tier capital providing a safety net. With enough funds, strong backing, and risks mitigated, Aave has managed to pull through this precarious situation.
#Aave
1. Background of the incident
Recently, the rsETH protocol fell victim to a hacker attack, leaving Aave with a massive gap of approximately $160 million in funds. If this gap isn’t filled, the platform risks a bad debt explosion, user assets could be in jeopardy, and the entire DeFi space would face panic selling.
2. Industry solidarity for rescue
To stabilize the situation, key players in the space launched a 'DeFi United' joint rescue initiative, where major institutions and big names came together to raise funds.
So far, they have raised a total of 132,000 ETH, equivalent to over $300 million, which comfortably covers the $160 million loss, completely filling the hole.
3. Two heavyweight figures step up to support
Joseph Lubin, founder of Consensys, a core player in the Ethereum ecosystem, made a significant contribution by directly putting in 30,000 ETH, making him one of the top contributors in this rescue; stablecoin giant Circle also entered the fray, buying AAVE tokens to support the coin’s price and stabilize market sentiment, preventing panic selling.
What initially threatened to shake the entire DeFi landscape turned into a collective lifeline from industry leaders, with top-tier capital providing a safety net. With enough funds, strong backing, and risks mitigated, Aave has managed to pull through this precarious situation.
#Aave
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