Just came across this—really well said. Spending thousands of USDT just to join VIP copy-trading groups isn’t really necessary. It’s much smarter to first observe the strategies for free, then decide whether to follow.

Isn’t it required to stake 5,000 to participate in the current airdrop? Why is the price dropping so much?! I got badly dumped on! @KaitoAI https://t.co/oyfXwdzRZd

TermMax has officially launched on @RobinhoodApp Chain. This is the first lending market on this chain to support “fixed rate + fixed term” borrowing. You can use tokenized QQQ, SPY, and NVDA as collateral to directly borrow USDG from @global_dollar, with the interest rate locked at position opening—no need to monitor fluctuating rates. Conversely, depositing USDG earns you premium returns aligned with the chosen term. During the initial launch period, additional accelerations are available: • Vault deposits: 120x XP/AP • Borrowing: 10x XP • Options trading: 20x AP Please note: 120x refers to XP/AP multipliers, not a 120x increase in APY. Actual interest rates, borrowing limits, and liquidity availability should be checked in real time on the product page. Fixed rates and fixed terms are common in traditional finance but remain rare on-chain. Now, this option is available on Robinhood Chain. @TermMaxFi

The latest data from gmgn is quite interesting. The combined meme trading volume on Solana, BNB, and Robinhood has exceeded $250 million, down only 5.3%环比, indicating sustained market momentum. BNB Chain has emerged strongly, with a single-day increase of 73.1%. Early projects like NiuLai, Ansem, and Gun are essentially betting on the emotional premium of early-stage communities. To be honest, seeing data like this too often can induce anxiety—it feels like everyone else is making money while you’ve missed out. But in the meme space, liquidity comes fast and goes faster; those chasing in now might be holding the last baton. Wu Shuo is right: volatility is extreme, and risk is very high. My current strategy is simple: observe the hype, but strictly control position size. The real long-term opportunities still lie with projects that have actual use cases and compliant foundations. Take Dusk, for example—what impressed me most is that it has truly turned “privacy” and “compliance” into programmable capabilities. Traditional public blockchains are fully transparent, deterring institutions; purely private chains lose liquidity and composability. Dusk achieves programmable privacy through zero-knowledge proofs: transaction details can be hidden, yet authorized parties (such as regulators) retain the ability to selectively disclose and verify. This protects sensitive data without compromising audit requirements. This design enables regulated securities and RWA to be natively issued and settled on-chain—not merely mapped from off-chain systems. For users, this means the future will allow safer participation in institutional-grade assets while preserving necessary privacy. @DuskFoundation #dusk dusk-network:native

Abraxas is adding more BTC short positions again. The main address just increased its BTC short position by 34.11 BTC, approximately $2.11 million, bringing its total open interest to over $39 million. The average entry price has slightly adjusted from $62,889 to $62,897; current unrealized loss is around $97,000 (-1.25%), with the current price at $63,055 and the liquidation price still near $117,000—plenty of room left. This address began accumulating large short positions back in May and was previously one of the largest funding rate whales on Hyperliquid, with peak holdings reaching $920 million. After consistently taking profits since November, it’s now adding back in—quite interesting. In my view, this kind of institutional activity seems more like systematic hedging or portfolio management rather than simply betting on direction. By combining spot holdings with short futures contracts to achieve delta neutrality, they profit from the shorts when the market drops (offsetting spot losses) and rely on spot gains when the market rises. What’s visible on the public order book is merely the tip of the iceberg; the full strategy likely operates off-chain or across other exchanges. As a seasoned trader, seeing positions of this scale reminds me: derivatives are something institutions can withstand volatility and dynamically adjust—most of us cannot. I’ve been burned before; now I believe “understanding is more important than copying trades.” Also worth mentioning: I’ve recently been looking into Dusk. The DuskEVM testnet has just launched, supporting Solidity and Hardhat out of the box, while integrating privacy and compliance. Institutions truly need infrastructure that allows them to go on-chain without fully exposing their full positions and strategies on public order books. Hyperliquid’s transparent perpetuals are great—but precisely because they’re so transparent, large players’ true intentions are often fully exposed. Dusk takes a different path: providing privacy for regulated financial activities while enabling RWA and compliant settlements. I believe this direction is worth ongoing observation. Data provided for reference only; not investment advice. Markets are always more complex than we imagine. @DuskFoundation #DUSK dusk-network:native

While organizing on-chain notes recently, I noticed a phenomenon: there are many “privacy blockchains” on the market, but very few are truly deepening their approach. Most projects simply wrap a layer of encryption around EVM—hiding transactions, swapping state roots with hashes—and boldly call themselves private. It’s convenient, but it also hits a hard ceiling. Only after thoroughly reading Dusk’s technical documentation did I understand the real difference. Dusk didn’t take the EVM-wrapping route. Instead, it built Piecrust from scratch. My first reaction: privacy chains most urgently need liquidity and ecosystem bootstrapping—reusing EVM seems like the safer path. Why choose the harder route? EVM was never designed for zero-knowledge proofs. Its state model, instruction set, and gas metering are all built around transparent execution. Forcing ZK proofs into it results in slow proof generation, high circuit complexity, and an architecture that locks in what’s possible. Many teams spend years building zkEVMs—essentially fighting against a system not designed for proving. Dusk replaced the execution environment entirely. Smart contracts are compiled to WASM, not EVM bytecode. WASM instructions are lighter and more semantically consistent, making them naturally suited for circuitization and proof systems. Key points: The execution environment is fully isolated, with host-accessible interfaces narrowed to an absolute minimum. The narrower the interface, the smaller the proof scope—and the more controllable the circuit size. This mirrors the TEE approach of minimizing the TCB, but uses ZK to converge trust boundaries without relying on hardware assumptions. WASM instructions are highly quantifiable, enabling precise gas metering. EVM carries decades of legacy baggage, with countless edge cases; many on-chain incidents stem from inconsistent metering being exploited. Dusk avoids this at the foundational level. Execution results must be identical across all nodes—otherwise, consensus fails. A deterministic sandbox ensures the same WASM code produces identical state on any machine, forming the bedrock of private computation. In short, Dusk’s judgment is clear: privacy and ZK are not features you can bolt on later—they must be reimagined from the ground up, starting with the virtual machine’s instruction set and execution model. Piecrust isn’t a patch for EVM; it’s a clean slate, purpose-built from the foundation for native ZK. It sacrifices ecosystem compatibility in the short term. But over time, if ZK is the endgame of blockchain, projects that natively adapt their execution layer to proof systems will outpace those patching EVM. Technology paths aren’t judged by which is easier today—but by which aligns with the destination. @DuskFoundation $DUSK #dusk

🤖 AI Daily #031 Good morning~ Today, I’m sharing another tool I’ve been using a lot lately: Notion AI. It simply combines Notion’s note-taking features with AI—what I find most convenient is not having to constantly copy and paste between notes and a chat box. Here are the features I use most often: 1️⃣ Call AI directly within notes When I’ve jotted down something messy, I just ask it to summarize or rewrite for me—it saves me a ton of back-and-forth effort. 2️⃣ Organizing information is really easy For example, if I have a bunch of scattered bits of info, I can have it turn them into tables, checklists, or outlines—no need to manually restructure everything myself. 3️⃣ Great for long-term accumulation I regularly dump tweet ideas, project docs, and reflection notes into it. Over time, it becomes easy to find and reuse past content. 4️⃣ Seamless switching between phone and computer I jot down ideas on my phone whenever they come to me, then pick up and refine them on my computer later—the whole flow feels smooth. Here’s how I typically use it now: First, dump all raw ideas and materials into Notion ↓ Let AI help organize my thoughts ↓ Finally, refine it myself into publish-ready content For me, this is way more comfortable than opening a separate chat window and copying/pasting back and forth 😂 If you’re still using your phone’s notes app or have files scattered everywhere, give Notion AI a try. Good morning everyone ☀️ What other useful AI tools do you use? Drop them in the comments—I’d love to test them out!

Hyperliquid whales pre-bet on CPI: $760 million flows into crypto and tech, leverage moves first Just browsing Hyperliquid data, I noticed something interesting. The U.S. July CPI hasn’t been released yet, but leverage in the market has already started moving. On Monday, Hyperliquid’s total open interest (OI) was around $10.56 billion; now it’s at $11.325 billion. In just four days, net OI increased by approximately $765 million—a 7.2% rise. Breaking it down further gets even more intriguing: - Crypto assets increased by ~$583 million - HIP-3 increased by ~$183 million Moreover, recent 24-hour position buildup is clearly concentrated in crypto and large-cap tech stocks. ETH rose just 0.7%, yet its OI surged by ~$86.5 million. BTC dipped 0.5%, yet its OI still rose by ~$39.5 million. Even more striking: PLTR, whose stock only climbed 0.4%, saw OI jump 253%—adding ~$29.47 million. META’s OI rose 37%. Even GOOGL, down 3.1%, still showed continued position growth. So I find this market dynamic quite fascinating 😂 Prices barely moved—but leverage kicked off first. Of course, rising OI alone doesn’t equate to pure bullishness, since both long and short positions contribute to OI increases. But it clearly indicates that ahead of the CPI release, capital is already positioning for volatility. Especially with BTC, ETH, and then tech stocks like PLTR, META, and GOOGL—funds aren’t simply betting one way; they’re layering leverage across multiple assets. At this point, I’m less concerned about whether the market is long or short. What I’m really watching is: After CPI is released, which of these pre-built leveraged positions will crack first. Because the real catalyst may not be the CPI number itself. It’ll be the market’s subsequent liquidation of these提前 positioned bets.

🤖 AI Daily #029 Today, I want to sincerely recommend a tool I’ve been using for a long time—and one that has dramatically boosted my productivity when paired with AI: Obsidian. It’s a locally-first note-taking app with a simple core principle: connect notes using “bidirectional links” to gradually build your own personal knowledge network. Why do I find it so useful? 1. Your data is yours—peace of mind All notes are stored directly on your local device and work offline. No worries about platform failures or data leaks—you own and control everything. 2. Bidirectional links make writing feel more intuitive Simply typing [[keyword]] creates a link to another note. Over time, your knowledge naturally forms a web. When you revisit old notes or write new content, you often stumble upon unexpected connections that spark fresh ideas. 3. Pairing with AI? Seamless. Here’s how I use it now: · First, dump raw materials and fragmented thoughts into Obsidian · Then, use AI to structure them, extract key points, and add tags · Finally, let AI expand your existing notes into full analyses or outlines This is far more effective than starting from a blank chat window—because you’re building on your own curated content, the output feels more personal and aligned with your needs. 4. Endless plugins—customize however you like Calendars, Kanban boards, mind maps, AI integrations… there’s a rich ecosystem of plugins. Build your ideal workflow without being locked into rigid features. 5. Free—and more than enough The core features are free and perfectly sufficient for daily analysis, reflection, and knowledge collection. I’ve never felt the need to upgrade. Who is this for? · Anyone who wants to build long-term knowledge—not just temporary notes · Writers, researchers, or content creators who regularly produce analyses · People looking to turn scattered information into a coherent system · Those who care about data privacy and prefer not to store everything in the cloud If you’re still juggling between memo apps, folders, or purely cloud-based note tools, give Obsidian a try. It does take some time to get used to—but once it clicks, your productivity and mental clarity will transform. What tools do you use to organize knowledge and information? I’d love to hear your thoughts—let’s learn from each other!

Bored at night, I checked—here are the projects with the fastest growth in whale transaction volume this week: $H leads with a massive +500% increase. WBTC on Optimism rose 440%, while MKR and $TUSD both jumped +400%. Further down the list: SPX +238%, BORG +200%, RETH +200%, WLD +123%, CRO +122%, ENS +117%. Stablecoins and wrapped assets account for several spots, showing that large capital hasn’t been idle—there’s been plenty of rebalancing and fund reallocation lately. But personally, I’m more interested in the non-stablecoin projects. Santiment’s point is simple: when whale activity surges in a project, it’s often followed by increased price volatility. Still, after years of trading, my first reaction to “whales suddenly active” isn’t “Is this a pump?” 😂 Instead, I ask: Is this accumulation or distribution? Is real capital flowing in, or are big players just engaging in short-term speculation? Especially with projects like $H and $SPX—where the increases are so extreme—the potential for bigger swings ahead is high. So now, as seasoned traders, our habit is: keep watching, but don’t get hooked. When whales move, retail traders often chase the emotion—and end up as liquidity themselves 😅 The broader market is still ranging, so these localized capital shifts are worth extra attention. Watch closely—but hold off on drawing conclusions just yet.