Dawn Yang

A hardcore ai&web3 investooooor Investing, strategy & cycle analysis. Angel Investor of @ShardingCapital

[Dawn Yang @dawn_sharding]

@wolfyxbt dd

[Dawn Yang @dawn_sharding]

@bitfish @ilizhi 许多创业者都是在生存层和机会层 来回蹦极，哈哈！

[Sharding Capital @ShardingCapital]

Welcome to the 133th edition of Sharding Weekly!

2026/5/25 - 2026/5/31

Some Highlights:

🔸Trump says he will “never let crypto down.”

🔸The US military struck Iranian drones and a launch unit after Iran fired at a US commercial ship

🔸The US and Iran reportedly reached a deal to extend their ceasefire by 60 days, pending Trump’s final approval

🔸Former BoJ board member says a rate hike is likely in June

🔸Robinhood to launch AI agent trading for stocks and crypto

🔸Banca Sella becomes the first major Italian bank to offer crypto services

🔸ICE held multiple discussions with Hyperliquid to evaluate the onchain perps market

🔸FTX targets July 31 for its next creditor payout and seeks approval to unlock another $600m

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📰News
$BTC
•Strategy repurchased $1.5B of its 2029 notes at an 8% discount, boosting BTC Yield and lowering debt
•Vivek Ramaswamy’s ‘Strive’ buys 1,109 Bitcoin
•Sequans ends its Bitcoin treasury strategy and plans to sell its remaining 658 BTC

$ETH
•BitMine added 111,942 ETH last week

Others
•Treasury Secretary Scott Bessent says the U.S. has seized nearly $1B in Iran-linked crypto
•SEC grants Paxos approval to clear and settle securities on blockchain rails
•OKX’s X Layer launches Exchange OS for creating custom crypto markets
•SoFi officially launches access to its stablecoin for 15M users
•Mastercard secures a New York BitLicense to expand its stablecoin and blockchain settlement infrastructure
•@Pumpfun launches multichain trading with one wallet and SOL-powered gas sponsorship
•Samsung affiliates are acquiring a $408M stake in Upbit parent Dunamu
•Tokenized Pokémon card marketplaces hit a record $7.4M in volume ahead of the franchise’s 30th anniversary
•CFTC seeks to void Gemini’s $5M settlement, saying the 2022 case should never have been filed
•@Polymarket VP says KYC only applies to its early beta product, not the main platform
•Grayscale delays IPO plans
•Anthropic launches Claude Opus 4.8 with 3x cheaper Fast Mode pricing
•Jamie Dimon criticizes the Clarity Act and says banks will oppose it

---
📖Good Reads
•@VitalikButerin - Ethereum Foundation’s Shift Toward Decentralization and Long-Term Resilience
•@TrustlessState - Why I Sold My ETH
•@dunleavy89 - Why Ethereum May Be Deeply Mispriced and What Most Investors Are Missing
•@brian_armstrong - 8 Key Upgrades Needed for the Future Financial System
•@Grayscale - Hyperliquid Breaks the Mold
•@cyrilXBT - @pmarca drops 17 massive AI predictions
•@stacy_muur - My gameplay for Web3.1
•@neuralunlock - How to Raise (A VC’s Perspective)
•@HFI_Research - We Are Going Full Speed Into The Wall
•@PanteraCapital - Pantera Blockchain Letter :: May 2026

---
💰Crypto Fundraising
Infrastructure
AI
•@AIW3_official - $TBD Strategic investment from @Liquid_Capital_
•@Replit - $TBD Strategic investment from @Visa

DeFi
•@HypernovaX - 3m Pre-Seed led by @Lemniscap

Exchange
•@CoinoneOfficial - 53m Strategic

Analytics Platform
•@otomato_xyz - 2m Strategic led by @Improbableio

Compliance
•@getdidit - 7.5m Seed

Interoperability
•@squidrouter - 6m Strategic led by @NorthIslandVC

That’s all🥂

---
If you feel this thread is helpful, welcome to follow @ciaobelindazhou @cchungccc

Thank you for all your support!

Have a great day!

Full content 👇

https://t.co/XqvqLWwfLe

[Dawn Yang @dawn_sharding]

@wangtxxl dd一下

[Dawn Yang @dawn_sharding]

@0xshawnpang Shawn 看你之前有关注EWA，我们在探索这方面的产品，可以约的交流一下！

[Dawn Yang @dawn_sharding]

@chenmo dd

[AI搞钱研究院 @gaoqian2580]

在闲鱼被倒卖到 698 元的 Claude Code 内部入门视频，终于有人把底裤扒下来了！

🤯这也是我目前见过含金量最高、最适合小白的爆款工具教程。

今天不搞信息差，100% 免费分享给你，而且全网首发纯中文硬核拆解版！👇

[老李来了 @lxrcr1201]

有了Wise之后把u换成cny竟然如此简单！

肉身在国内没有港卡的也可以轻松操作。

测试使用的 @Backpack 免费提现法币通道，存入USDC就可以提美元出来。

第一步：看我引用的上一条如何注册wise推文。
注册链接：https://t.co/d7ty4NfRzJ

第二步：注册 Backpack ，每个月都有免费提法币次数。
注册链接：https://t.co/6TcO7kyRFp

第三步：找到 wise 银行地址，在首页点Account details就有详细信息，填入到 backpack 提现里去。

第四步：美元提到wise后兑换成港币，提到自己名下的微信或者支付宝里就OK了。

没有港卡也可以轻松把u换回rmb。

[不惑X nitama.de @jaylenngx]

这段时间，香港 MyCuniq月神卡eSIM又火了一把！有小道消息，这张香港月神卡后面又会提高门槛了，需要的就不要再等了！

恰好这位老弟@Hpp2yy 又在我的时间线上抛出了一篇详细的月神卡操作教程和需要注意的坑点，大家赶紧看看然后操作起来！并且我超喜欢他的配图，光从他的图片上，基本就明白这张卡是咋回事儿，有多优秀了👍

[Echo @EchoProtocolLab]

🚀 Google’s AP2 Protocol (launched 9/15/25) powers secure AI-driven payments!

Echo aligns perfectly:
✅ Smart accounts you control
✅ TEE secures deals in <2s
✅ ZKP ensures privacy + compliance

Follow @EchoProtocolLab & reply: AP2’s impact on Web3?

https://t.co/l5TnLP9sO6

#AI #DeFi #AP2 #AIPayment

[Dawn Yang @dawn_sharding]

@shanshan521 上个周期一级太难做啦！

[Katie Haun @katie_haun]

It was great to join @BloombergTV this morning as we unveiled our new funds and talked about the future as we see it at Haun Ventures. Wonderful to chat with you, @CarolineHydeTV

[Sencrazy 🔶🐼 @Sencrazy_1]

整了篇科普熊猫头表情包的文章，很多内容都是网上东拼西凑的。希望中文meme不止限于此！

[鱼总聊AI @AI_Jasonyu]

据说线下的711店都买不到Clubesim了，这么抢手吗？🤣

大家还是赶紧去线上申请吧，这个保姆级攻略可以让大家申请到clubesim，搭配Xesim等写卡器就可以用啦，这个卡目前依然是能申请到，且非常稳定的手机卡！

[fyfone @fyfone]

真是用魔法打败魔法，有人直接用 GPT-image-2 AI 生成了张香港身份证，然后拿去KYC验证秒过！

验证界面直接弹出“你已通过验证，可信访问权限已激活”，还能点“前往 Codex”。第一眼觉得是 P 图，但结合最近趋势，这事越来越真实了。

另外视频是用Grok创作的法国女生，视频里连身份证都有着完美的反光再过一段时间，别说图片了，连视频也没办法相信。

各家平台的KYC机制是时候再升个级了，不然真要被AI按在地上摩擦了。

[libapi @libapi_]

零基础搭建一个属于自己的 vpn 全部交给hermes AI

安装中过程中什么都不需要下载，只需要在面板里沟通
面板推荐 ：https://t.co/HpqmlttpVl

第一步在任何一个云服务商购买一个服务器 ，我这里用的是DMIT 香港的服务器 所以不属于翻墙 ，中国香港

第二步把你的服务器ip； 账号密码 / SSH Keys 发给你的Ai

第三步给你Ai说：bash <(curl -Ls https://t.co/ybQywARQOd) 搭建 3xui 面板

第四步等待就完成了，AI 会给你访问的 网站 还有账号密码
登陆后就能看到你的 3xui 面板 添加入站规则就好了。

[雷校长、🫟 @CEOLei]

@0xNathanWalk 这几个手敲出来的，很不错。https://t.co/T8xlxg3YgM

[Nathan @0xNathanWalk]

https://t.co/jcBQmO67Vj