Александр

ПрофеСССР

[Jake Koch-Gallup @immutablejacob]

maybe i'm midcurving, but i don't understand pearl-2:native as an investment.

don't get me wrong, i loved the idea of proof of useful work when i first heard about it, and i still do. @prlnet is innovative tech. i just don't see it as an investment.

it has:

> no cash flow to holders today, so for now the case is monetary like BTC. but BTC's supply grows ~0.8%/yr. PRL's circulating supply grows ~90% over the next year
> at $1.35, that's ~$1.4M/day of new supply going to miners who have GPU and power bills to pay, against $2 - 6M of daily volume
> AI customers pay for inference in USD, not PRL, so the useful work doesn't create demand for the token
> no moat yet. nothing stops someone from forking bitcoin and swapping in their own proof of useful work for AI compute. BTC's moat is 17 years of network effects, PRL is 5 months old
> only ~16% of the 2.1B supply has been mined, so a ~$455M mcap is a ~$2.8B FDV
> all spot volume is on two small exchanges (SafeTrade and BigONE) with ~$35k of bids within 2% of the price

so if you're trading the narrative short term, i get it. but fundamentally the tokenomics are unsustainable.

[degentrading @degentradingLSD]

Also - its easy to have conviction when things are going up ... and easy to get bearish when things are nuking. How many people turned bearish on $ZEC during its nuke because of some unintelligble FUD. Likewise so many people are bearish semiconductors because price went down. lmao

[degentrading @degentradingLSD]

Right when everyone became bearish on memory - i was telling you that the companies themselves would be the next buyer of memory stock. I have no paid service. All my posts are free. But i will be locking my account soon because i am tired of responding to trolls. Drop me a follow if my posts have helped you!

[Jukan @jukan05]

China's CXMT Plays Hardball — Strengthening Samsung and SK's DRAM Bargaining Power

Apple, which had recently been evaluating China's Changxin Memory Technologies (CXMT) as a new supply-chain source in a bid to cut costs, is understood to be struggling in negotiations to secure further price reductions. Paradoxically, with the cheap-Chinese-component workaround now blocked, Samsung Electronics and SK hynix have been relieved of the burden of shipping commodity DRAM and are concentrating their production lines on high-value AI memory such as high-bandwidth memory (HBM) — creating a market dynamic in which they now hold complete control over global memory pricing power.

◆ "More expensive than Samsung" — CXMT rebuffs Apple as DRAM market leadership flips

According to semiconductor industry sources on the 5th, Apple recently negotiated with CXMT over supply pricing for mobile DRAM including LPDDR5X, seeking to ease manufacturing cost pressure on its next iPhone and smart-device lineups, but was reportedly refused a price cut. CXMT instead held firm at prices equal to or higher than those quoted by Samsung Electronics and SK hynix. In effect, Apple — long a byword for buying power in the finished-goods market — has been stonewalled by a component supplier's hardball pricing.

Behind CXMT's willingness to flatly reject Apple's demands is the wholesale volume sweep by Chinese IT giants such as Huawei and Xiaomi. With Washington's semiconductor sanctions on China still in force, Chinese device makers pursuing domestic self-sufficiency have locked up CXMT's DRAM output in advance through high-priced long-term contracts — leaving CXMT with no reason to bend to an Apple that demands both exacting quality qualification and lower prices. Analysts say the solid captive demand of China's domestic market is providing CXMT with a powerful pricing shield.

The "cross-diversification into cheap Chinese components" playbook favored by Apple and other global device giants for beating down component prices has been rendered useless amid the commodity DRAM shortage. Finished-goods divisions have historically deliberately dangled Chinese panels or memory as bait to pressure affiliates and incumbent suppliers, thereby seizing the upper hand in annual pricing contracts. But as the supply-demand imbalance across the memory market accelerates, the balance of power is seen as having shifted decisively from set makers to memory manufacturers.

◆ Big Tech's cheap workaround closes — the shortage spreads to commodity DRAM

This phenomenon is read as a knock-on effect of the sharp drop in absolute capacity for commodity DRAM (DDR5, LPDDR5X) caused by the buildout of HBM-dedicated production lines throughout the first half. As major memory makers cut wafer input for commodity DRAM and concentrated on HBM packaging processes to meet demand from next-generation AI servers and accelerators, even commodity DRAM prices have surged, entrenching the "memflation" phenomenon. With Chinese memory makers — once viewed as the alternative — now demanding full price as well, Big Tech has lost its detour around rising costs.

The market's read is that this episode is feeding a virtuous cycle delivering record practical windfalls to Korean semiconductor giants Samsung Electronics and SK hynix. Because CXMT is absorbing large volumes of China-focused commodity DRAM, Korean firms have been fully freed from the shipment pressure of clearing low-priced commodity volume and from the associated price-decline risk.

Into the space vacated by commodity DRAM oversupply fears, Samsung Electronics and SK hynix are aggressively pushing forward ultra-high-value AI memory lineups such as HBM4, LPCAMM2 and eSSD. Having reengineered their product mix toward high-value products, the two now hold unrivaled pricing power heading into second-half long-term pricing negotiations with global Big Tech.

"An unusual situation has emerged in which CXMT is holding the price floor and thereby firmly underpinning commodity DRAM pricing as well," one industry official said. "With the commodity DRAM floor intact and Samsung and SK hynix monopolizing leadership in high-value AI memory like HBM4, operating margins and global market control for Korea's semiconductor camp should rise all the more steeply in the second half."

[Serenity @aleabitoreddit]

I've monitored the situation for you.

TLDR on hyperscaler capex spend (signal aside from $TSM).

From $MSFT, $AMZN, $META earnings:

Upstream semi supply chains go brrr.

$META: 2026 FY capex $115-$135B
Revised Q1 ER: $125B-$145B capex raised.

-> Higher component prices (price hikes)
-> Aggressive AI infra spending
-> Custom Model Training

$MSFT: was actually $31.9B vs ($35.29B) but due to supply chain bottlenecks, rather than lack of resources.

Still waiting for confirmation around $AMZN but their original capex projection was ~$200B from Jassy's note earlier this year.

So you can sleep easy, all the semi supply chain names still likely to keep going brr next quarter, since there's so much capex funneled into them.

Then you get the new fed chair who is gung-ho all in on AI + rate cuts, with Jerome keeping stuff chill in the back (which markets probably like)

[Michael Egorov @newmichwill]

So let me start. DeFi is the future of the World Financial System. That's my belief, and this is why we are here.

This amount of absolutely preventable hacks we see in DeFi (with root causes attributable to CENTRALIZED points of failure) is enormous recently. This damages out industry, and I build for this industry. So I cannot remain silent.

Imagine an average grandma (mass adoption is here?) putting her life savings on Aave. And then BOOM, she cannot withdraw her funds on Monday. Aave (the biggest DeFi protocol btw) said it's operating as intended - just rsETH got exploited. rsETH said that all code is safu - just LayerZero bridge got hacked. LayerZero (the biggest bridge securing quarter of a trillion $) said that everything operating as intended. Yet, she cannot withdraw here funds. WTF? Are we industry of clowns?

But here's the thing. All issues like this should be prevented BEFORE they happen, not AFTER. Number of single points of failure should be reduced, not increased. When these points of failure are unavoidable - trust should be split. If there's a reliance on infrastructure - we should share best practices how to configure it. Not to mention that code should be very well checked - everyone gets that already.

We should probably come together and develop safety standards for DeFi. How to build safely, and how to verify safety. Probably everyone should bring their best practices, and the projects, auditors and risk assessment groups should know them. Maybe we need @ethereumfndn and @SolanaFndn bringing all the ecosystem projects to participate and come up with principles, rules and recommendations of safe building. And, perhaps, we can even learn something about protecting the few remaining centralized points of failure from traditional finance who have many more of those.

DeFi will win

[Barter @BarterDeFi]

Traveler, your journey begins here → https://t.co/KBk5ab1Jj0

[Mark Gadala-Maria @markgadala]

A Bloomberg Terminal costs $24,000 a year. Someone just recreated one using Perplexity Computer for $200 a month.

Bloomberg's moat was never the data, that's increasingly commoditized. It was the interface: thousands of keyboard shortcuts, proprietary screens, and muscle memory that finance professionals spent years learning. The switching cost wasn't price, it was retraining.

AI agents collapse that moat. If Computer can replicate the interface and pull equivalent data from public sources, the only remaining lock-in is the chat network and real-time feeds. One is a social product. The other is a licensing negotiation.

Bloomberg did $12.6 billion in revenue last year selling terminals. The first credible open-source alternative just got built in an afternoon.

[Michael Egorov @newmichwill]

While @yieldbasis upcoming HybridVaults will take away more pressure on crvUSD than the pools produce, the "normal" pools do affect the peg when imbalanced.

I propose a vote which will, essenially, make it not possible to "deposit the dip" when BTC goes down - we'll scale YB via different means!

https://t.co/Jt9SLkpshr

[Александр @ProfeSSSR]

Вы помните, когда зарегистрировались в X? Я — да. #МояГодовщинаВX

[Hyperdash @hypurrdash]

We're thrilled to enter this next chapter under the PVP banner.

Hyperliquid's transparency is unique. Hyperdash 2.0 is a full-stack solution for advanced Hyperliquid traders, combining sleek execution with granular, actionable data.

See you in the orderbooks, and don't get liquidated.

[HyperSwap @HyperSwapX]

https://t.co/szkmANyqB4

[Hypurr Capital @HypurrCap]

Raise Round is now open 😻

https://t.co/m4K8XBr98B

[Chip.hl // Evgeny Yurchenko @chip1cr]

🧵 🚀 Forget overcrowded airdrops - here's why HyperEVM ($HYPE) is the hidden gem you're missing:

• Only 10K wallets farming vs 100K+ on competitors (looking at you, $BERA and $S)
• 38% tokens still reserved for rewards
• Organic trading volume due to HyperCore arbitrage, not just emissions

Want to know the optimal farming strategy? 👇

[Hyper_Up @hyper_updates]

🚀 $HYPE: Fueling the Future of DeFi 🚀

💰 42.81% of $HYPE supply (~$3.73B at current prices) is reserved for future emissions and community rewards, ensuring long-term growth and engagement. This creates a unique opportunity for:
🔹 High trading volumes.
🔹 Strategic staking incentives.
🔹 Potential airdrops to $HYPE holders, driving demand.

🔄 Why HyperLiquid Stands Out:
1️⃣ Lightning-Fast Execution: 20,000 orders/second for unmatched performance.
2️⃣ Low Fees: Maker 0.01%, Taker 0.035% — perfect for high-frequency traders.
3️⃣ Seamless UX: One-click trading to focus on strategies, not technical hurdles.

🌉 What’s Next?
• Leveraged yield strategies with Yield Looping.
• Tokenized perp positions for flexible portfolio management.
• Cross-chain lending to unify liquidity on HyperEVM.

HyperLiquid isn’t just a platform — it’s a vision to revolutionize DeFi by maximizing capital efficiency and delivering cutting-edge innovations. 🌟

👉 Join the future today: https://t.co/NK8sYlKjEg

#Crypto #HYPE #DeFi #Blockchain #CryptoLending #Innovation #CryptoCommunity

[Александр @ProfeSSSR]

I’m getting OHNO (not points, a real fucking token) from @oh______no

If you’ve been rugged, hacked, scammed, bags are down bad, or simply held some trash in your wallet - you might get OHNO too.

Check now:

https://t.co/MK5Oayi29S

[GoMining @GoMining]

🤩 Just look at what a cool and most importantly rare miner one of our users managed to create!

👏 Two legendary traits and one uncommon all at once. It’s almost impossible to get such a miner! Congratulations to the owner!

🍀 Want to try your luck and claim NFT with the rarest traits too?

Then go to the My NFT - Miners page and follow these simple instructions:
✔️ Click the Create Miner button;
✔️ Select the desired power and energy efficiency of this miner. In the future, you will be able to upgrade both of these indicators;
✔️ Choose a payment method that is convenient for you and pay for the creation of the NFT;
☑️ Done! To see what your miner looks like, as well as what traits you got, click the View Miner button.

🔍 Some interesting statistics regarding our most unpredictable series The Mine Box Collection:

🟣 On average our users create 680 miners every day;

🟣 Six NFTs have 2 legendary traits each, three of them also have 1 uncommon trait. So far, no one has created a miner possessing all the categories of traits at once: common, uncommon, rare, and legendary;

🟣 Basically, users create small-capacity miners, and then upgrade them. Some 70% of these newly created NFTs have a power of 1 TH/s, 13.7% have 2 TH/s, 8.5% have 4 TH/s, 3.4% of users choose 8 TH/s, with the share of more powerful miners accounting for less than 2%;

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[SAX Trade (🎷^🎷) @PulseTradingXYZ]

Alright it's about the saxxy time 🎷

Send 0 ETH to
0xc83993cB34FdC73cf55904464fdf0cA29B7f32D0 (which is also saxtrade.eth) on Blast, then quote-retweet this tweet with text:

"I want to get #saxxed. [your transaction hash]"

24 hours only

[Александр @ProfeSSSR]

@sax_trade I want to get #saxxed. 0x0a9f7082f2905a2ea7e029dbe4515df2e494465d5272bc221d4ac2695a13735c.

[Александр @ProfeSSSR]

@ordlords in the agonizing expectation 🫣