NightTideShell

vip
Age 0.2 Year
Peak Tier 0
Working during the day and checking on-chain data at night, I love tracking capital flows and market sentiment highs and lows. Occasionally, I complain about vaporware projects, but sometimes I can't resist chasing the pump.
These days, I've been looking at LST and re-staking again, everyone is focused on the "extra returns," but honestly, money doesn't just fall from the sky. The part about LST is easier to understand: the rewards from staking itself, plus a bunch of people using it as collateral to play, when liquidity and leverage increase, the returns seem to multiply. Re-staking is more like selling the same "security backing" multiple times; the returns come from fees paid by other protocols, but the risks also stack up: contract issues, not understanding the penalty mechanisms, and difficulty when liquidity
RWA-0.97%
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Trump's move—peace talks need others to initiate, he just responsible for causing a scene?
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MeNews
Trump says the US-Iran ceasefire is "at the request of other countries"
During an interview aboard his private jet, Trump said he does not support a ceasefire between the US and Iran, and that the ceasefire should be proposed by other countries. He said he had once paused hostilities to help Pakistan, and that Pakistan is great. Regarding the Iran proposal, he said it is unacceptable, and if people do not agree with him, he will directly throw away the subsequent content. He also threatened to destroy Iran’s infrastructure, saying that within two days the bridges and the power grid could be paralyzed; if Iran has any form of nuclear weapons, he will no longer read the subsequent content.
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A 1GW data center consumes 8.5 billion yuan annually, and servers are scrapped after three years. This depreciation rate makes even mining machines silent.
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MeNews
How much does it cost to build a 1GW AI data center? A $38 billion entry fee, with 60% used to buy GB200.
Epoch AI estimates the ownership cost of a 1GW AI data center: initial capital expenditure of $38 billion, annual operating expenses of $900 million. After amortization, the annualized total cost is approximately $8.5 billion, with server depreciation about $5 billion, accounting for 60%, and energy and other operational costs around $600 million. If the IT equipment lifespan is 3 years, the annualized cost rises to $12 billion; if it is 7 years, it drops to $7 billion. Source: BlockBeats.
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Six consecutive days of negative premium; this data is much more honest than candlestick charts.
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BlockBeatNews
Coinbase Bitcoin Premium Index records negative values for 6 consecutive days
BlockBeats reports that, according to Coinglass data, Coinbase Bitcoin premium index has been in negative premium for six consecutive days, currently at -0.0919%. Bitcoin spot ETFs continue to see outflows, indicating weak purchasing power in the U.S. market. The index measures the price difference between Coinbase and the global average; negative premium typically indicates increased selling pressure in the U.S. market, decreased risk appetite, or capital outflows.
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Follow up later to see how NATO responds.
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CoinNetwork
CryptoWorld News: Ukrainian President Zelensky:. Russia is considering plans to launch more attacks on Ukraine from that direction, targeting the northern regions and the Chernihiv–Kyiv axis.
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These days, I see a bunch of people talking about re-staking and shared security again.
Basically, it's about splitting the same "sense of security" and selling it multiple times.
The returns seem to stack up, but the risks are quietly piling up too...
What I fear most is that in the end, it becomes an illusion: if the underlying layer encounters an issue, those "extra returns" hanging above could all go to zero at once, and the chain reaction could be faster than expected.
And now, public opinion often loves to use ETF capital flows, or even the risk appetite of the US stock market, t
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Whales secretly accumulate using TWAP; the buying pressure of 180k HYPE tokens makes short-term bears reconsider.
HYPE2.36%
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MarsBitNews
Data: Hyperliquid's HYPE spot demand has rebounded, with net buying pressure exceeding $6.7 million in the next 24 hours
Mars Finance News, according to Hyperinsight monitoring, among the addresses placing buy orders in batches on Hyperliquid via TWAP (Time-Weighted Average Price) method.
There are currently 5 whales planning to buy more than 10k tokens each, with a total purchase of over 182k HYPE, corresponding to approximately 10.8 million USD.
Currently, some of the buy orders have already been partially filled. As of press time, in the existing orders, the net buying momentum of HYPE in the next 24 hours reaches 6.7 million USD, and in the next 1 hour reaches 1.45 million USD.
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Last night, I was browsing on-chain data again and saw someone using the stablecoin supply line to "predict" the market, but honestly, correlation does not equal causation... An increase in supply might just mean off-chain funds are preparing to come in, or it could be that everyone is minting tokens first and waiting for an opportunity, or it could even just be inventory for arbitrage or market making. The same goes for ETFs; net inflows are of course a positive sentiment indicator, but don’t jump to the conclusion that "it will take off tomorrow" just because funds are coming in. Many times,
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17% chance to exceed 3 trillion, I'll just watch this lottery.
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MarsBitNews
Forecasting website betting: SpaceX's valuation could surpass $2 trillion
The bets on Polymarket before SpaceX's IPO show a market capitalization likely exceeding $1 trillion, with a 73% chance of surpassing $2 trillion; the IPO is planned for June, with a target valuation possibly over $1.5 trillion. Probabilities for over $3 trillion and $4 trillion are given as 17% and 2%, respectively, but trading activity on the contracts is light, and the outside world remains cautious about these probabilities.
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From Dflow to Decent, Moonpay's acquisition logic is very clear: traffic entry → execution layer → settlement layer full chain control
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CoinNetwork
CryptoWorld news reports that Moonpay has announced the acquisition of Decent, a YC-backed cross-chain routing and liquidity company, and has simultaneously launched an institution-focused on-chain trading API product called Moonpay Trade. Moonpay said that Moonpay Trade will integrate Decent’s cross-chain routing, bridging, and liquidity infrastructure, as well as Moonpay’s existing fiat on/off-ramp and compliance systems, supporting on-chain execution, settlement, exchange, and payments across more than 200 chains and protocols. This is Moonpay’s fourth acquisition this year; previously, it had acquired Dflow, Dawn, and Sodot.
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It seems we need to deal with the SEC first before discussing disrupting stablecoins.
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CoinNetwork
Crypto World News reports that JPMorgan analysts state that tokenized money market funds currently account for only about 5% of the stablecoin market. Although they have yield advantages and are expected to continue growing, without regulatory changes, it will be difficult to surpass 10% to 15% of the stablecoin market. The analysts say that stablecoins remain the preferred cash tool in the crypto ecosystem. Tokenized money market funds are usually classified as securities, subject to registration, disclosure, reporting obligations, and transfer restrictions, which present "structural regulatory disadvantages."
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Citadel's prediction markets, sports contracts are not appealing, geopolitical hedging is the real deal, for the 2026 midterm elections I support Jim.
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MeNews
Citadel Securities President: Predicts the market will become a new tool for institutional hedging; the U.S. election is the biggest risk
Citadel Securities President Jim Esposito stated that the company is fully capable of providing liquidity for prediction markets but is not optimistic about sports event contracts, valuing their role more in hedging geopolitical risks. He cited the 2026 U.S. midterm elections as an example, saying it will be one of the biggest risks investors face. As platforms like Kalshi and Polymarket emerge, expanding the prediction market size, Citadel is expected to enter.
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A $49 buy order is placed, more precise than my bottom-fishing.
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BlockBeatNews
"BTC OG Insider Whale" may continue to increase holdings in HYPE spot and BTC long positions
BlockBeats News, May 21 — According to on-chain analyst Ai Aunt (@ai_9684xtpa), the "BTC OG Insider Whale" has once again recharged 9 million USDC to Hyperliquid, with a total recharge of $19.01 million since yesterday. The current buying actions of this whale include:

Placing buy orders for HYPE: Planning to buy $1.15 million worth of HYPE within the $49.725 - $52.36 range (currently holding $2.48 million in spot);

Going long on BTC: Currently holding 504.4 units of 5x BTC long positions, valued at $38.95 million, with an unrealized loss of $85k.
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Singapore is running faster and faster in the compliant stablecoin race.
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MeNews
Bank of Singapore launches stablecoin minting and redemption services, supporting real-time cross-border settlements for businesses
Singapore Gulf Bank announces the launch of stablecoin minting and redemption services, allowing corporate and high-net-worth clients to instantly convert and settle between fiat currency and stablecoins via SGB accounts, without the need for traditional correspondent banking processes. This service is integrated into the SGB Net clearing network, supporting seamless on-chain and off-chain fund flows. The initial support will be for USDC, with a minimum transaction amount of $100k, and will later expand to USDT, USDe, and USDG.
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Coinbase Institutional的流出,往往 precedes 大行情。
CoinNetwork
CryptoWorld News reports that, according to Whale Alert data, 671 BTC (approximately $52.04 million) has just been transferred from Coinbase Institutional to an unknown wallet.
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On-chain closed-loop exit, this gameplay can't be learned from traditional IPOs
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MeNews
MSX's first Pre-IPO project Cerebras ($CBRS.M) triggered a trading halt at opening, early investors secured extremely high returns
MSX Mai Tong launches Cerebras' U.S. stock token CBRS.M spot trading, opening at 350, reaching a high of 386.34 and triggering a circuit breaker. Cerebras is the first pre-IPO target for MSX, with an early lock-in price of 100.35, now valued at about 350, with a return of over 300%. On-chain RWA closed-loop allows retail investors to participate in new issues and exit. Cerebras is seen as a strong competitor to NVIDIA, the world's largest AI training chip manufacturer, having signed strategic agreements worth over 20 billion USD with OpenAI.
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Model S/X ends, the robot era begins
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MarsBitNews
Tesla's final batch of Model S/X has been delivered, and the original production line will begin mass-producing robots.
With the last batch of Tesla Model S/X rolling off the production line at the Fremont factory in California, these two legendary models that sparked the global electric vehicle wave are officially retiring. The Model S/X production line here will be dismantled and reconstructed within four months, transforming into a dedicated production line for Tesla humanoid robots, with an annual capacity planned to reach 1 million units; the second-generation production line being prepared at the Texas factory aims for a target capacity directly in the tens of millions. (Sina Tech)
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Where does Youdao's confidence in its open-source core model come from?
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MarsBitNews
Youdao Fully Open-Source "Zi Yue 4" Multimodal and TTS Engine
Mars Finance News, recently, NetEase Youdao announced that the "Zi Yue" large model has received a comprehensive upgrade to version 4.0.
"Zi Yue 4" officially enters the all-modal era, supporting integrated interaction of text, images, and audio. Youdao also announced that the core "multimodal model" and "text-to-speech (TTS) model" have been officially open-sourced.
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8.8 million + 29.87 million, totaling just under 40 million, is HYPE planning to make a move?
HYPE2.36%
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OpenAI holds a closed-door meeting to listen to the wind; the executive order hasn't been signed yet, but the rumors are already spreading.
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BlockBeatNews
The White House's stance on the AI review executive order is "voluntary," and laboratories are strongly lobbying to shorten the sharing deadline to 14 days before release.
According to Beating Monitoring, US ONCD convened a closed-door meeting with leading laboratories such as OpenAI on May 19, to discuss the upcoming AI executive order, which is set as a voluntary pre-release review framework. The new regulation explicitly states that laboratories must disclose to the government up to 90 days before public release, and they are working to reduce this period to 14 days before release. Standards for cutting-edge models will be jointly drafted by NSA, ONCD, OSTP, and others, with the Department of Defense establishing a classified assessment process. Previously, Anthropic's Mythos demonstrated the ability to discover zero-day vulnerabilities, which directly accelerated the formation of the new regulation.
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