Powerpei
Powerpei
I will share some of my experiences here, welcome to follow me, I will also reply to build the OKX planet together
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Slept until almost noon on Saturday
Habitually checked my phone to glance at my brokerage account
Last night’s plunge in the US stock market near the close
Brutally wiped out the profits I had just made earlier in the night
Watching the market while reading the news really messes with your head
Oil tankers got bombed in the Middle East
The Strait of Hormuz got tense
Risk-off sentiment dragged the whole market down hard
But if you got scared by this macro panic and sold everything
Chances are you missed the most blatant capital migration on last night’s market
➢➢➢
I reviewed yesterday’s individual stocks and found the main logic in the AI sector has completely shifted
A few months ago everyone blindly bought computing power and chips
But last night Arm dropped 10%
Broadcom and AMD also collectively pulled back
Instead, cloud security company Datadog, after releasing some good earnings news, surged nearly 40% in a revenge rally
Wall Street money is more opportunistic than anyone
This is actually a very clear signal of a market shift:
Big money is totally fed up with the basic infrastructure stories that just pile up computing power and build hardware lumps
Now whoever can turn AI into real money on the software side is where the cash flows
Switching from hardware hype to application implementation
That’s the core reason behind last night’s counter-trend surge
➢➢➢
The Hong Kong market is basically the same story
Semiconductor leaders like SMIC and Hua Hong are pulling back and diverging
But when Duan Yongping said he bought Pop Mart
The toy stocks immediately heated up
My personal view is that this is not a broad bull market at all
It’s all existing funds desperately searching for short-term safe havens amid extreme anxiety
In this crazy market with geopolitical chaos and rapid sector rotation
Trying to guess the market bottom is just making yourself miserable.
I plan to use the weekend market closure to clear out most of the stocks still selling AI hardware stories based on PPT slides
>Tencent and Alibaba earnings reports are coming next week, so tech stock volatility will definitely be pulled around
These days, trading by following where the money wants cash and realized profits is way more reliable than watching Middle East news to guess oil prices.
Wash up, go downstairs for brunch, force myself offline for the weekend, no trading talk.
#USStocks #HKStocks #AI
Powerpei
AMD's Q1 earnings report last night was like throwing a fire into a haystack
Revenue broke through $10.3 billion, with data center business surging 57%
This extremely violent liquidity not only forcibly pushed NVIDIA back to a $5 trillion market cap
The cross-market spillover effect is astonishingly fast
Today, Hong Kong stocks like SMIC and Hua Hong Semiconductor directly soared
Southbound funds swept over 910 billion in buying volume
Confirming that capital is frantically searching for semiconductor undervalued spots across the entire network
Seeing the screen full of surges, many people emotionally shout that the bull market is back
If we strip away this noise and look at the underlying data
The foundation of this rally is actually very solid.
Macroscopically, the ceasefire news in the Middle East directly hammered oil prices down by more than ten percent
The shadow of inflation rebound has been temporarily forcibly dispelled
Looking at the micro industry side, capital expenditure in the AI inference era has become an open card
Now the big players are competing not just on GPUs
Severe capacity mismatch between CPUs and HBM memory is triggering real supply-demand panic in the supply chain.
Capital is pouring down this hardest industrial logic chain, leaving no room for shorts.
But the purer this logic is, and when everyone thinks "buying means making money"
The risk level on the market is even higher
When fundamental benefits are quickly overdrawn in a very short time
Crowded trading channels inevitably plant the seeds for a sharp high-level shakeout
A trend of this magnitude is indeed worth using a small position to ride the premium
But heavy buying at this point is purely like putting your neck on the chopping block
My current move is to only keep the core leaders' base positions
Firmly hold over 30% cash exposure
Let the frenzy money be earned by others
When this wave of sentiment is exhausted and a real structural correction is hammered out
The cash in hand will be the only proof to hold chips at the bottom.
#HongKongStocks #USStocks #AIsemiconductors
I just read a paper from Silicon Valley
It said that the iteration of large models is about to hit an invisible wall
The reason is quite funny: it's not a shortage of Nvidia GPUs, but that the standard text data available on the internet for crawling has basically been exhausted by giants like OpenAI and Google
What these large models are most envious of now
Are those non-standard, accented, and even mixed with local slang "live human voices" from the physical world
Without this grassroots data
No matter how powerful the AI is, when it comes to Asia or emerging markets
It’s still a useless tool that can’t understand human speech
Following this line of thought, I suddenly understood what @psdnai’s recently launched Numo project is up to
They are collecting voice data in small languages like Bengali, Hindi, and Tamil
On the surface, this work is dirty and tiring, extremely "grassroots"
But the commercial intuition is extremely sharp
Big companies want to sell AI globally but are struggling to buy this high-quality local data
Numo is basically inserting a straw right into the biggest anxiety gap of these giants.
For ordinary players like us, it’s meaningless to understand the underlying code of large models
But using this data hunger to earn some profit makes sense
Record some audio, contribute some data, and get rewards
If you happen to be a core user of the old Poseidon App, you can even get a free multiplier on your earnings
Instead of taking over those overvalued shell AI coins in the secondary market
It’s better to do this most fundamental water-selling business
After all, big companies will always lack real data, and the buyers can’t escape paying for it.
Note: Not a promotion, not investment advice, be cautious of risks! DROY
The market has finally caught its breath these past few days
Looking at the screen full of green bars
Various groups started flooding the chat again, shouting that the bull is returning quickly
Everyone is watching how much blood their altcoins have recovered
But I am watching another floodgate of capital outflow
Yesterday I came across a PR report from Bitget official:
They do forex and gold CFDs, and their daily trading volume surprisingly reached 8 billion USD
Let's not discuss how much fluff is in this official announcement data
But at the moment when the crypto market is warming up
Such huge capital not rushing into memecoins
Instead, crowding into trading traditional assets, this itself is very counterintuitive
If you carefully consider the capital flow behind this
Whales holding massive amounts of USDT
If they want to hedge a bit in US stocks or gold during this macro volatility
Using traditional brokers’ T+2 settlement and cumbersome capital checks
They would practically be asked to strip down to their underwear
Exchanges understand these big funds’ pain points very well
They directly use a unified margin model
Forcibly bringing the traditional finance desk into crypto accounts
No need to withdraw funds, no need to exchange currencies, just use U to open positions directly
My personal view is that crypto giants are taking advantage of liquidity recovery
Frenzily stealing market share from traditional brokers
Whether you play these cross-border derivatives or not, one trend is clear:
Web3 funds are no longer satisfied with fighting in their small pools
Using the extreme efficiency of crypto channels
To inversely devour the huge liquidity of traditional finance, this is the ultimate big casino that these smart money players are laying out.
Note: The above content is for informational reference only and does not constitute any investment advice!!
AMD's Q1 earnings report last night was like throwing a fire into a haystack
Revenue broke through $10.3 billion, with data center business surging 57%
This extremely violent liquidity not only forcibly pushed NVIDIA back to a $5 trillion market cap
The cross-market spillover effect is astonishingly fast
Today, Hong Kong stocks like SMIC and Hua Hong Semiconductor directly soared
Southbound funds swept over 910 billion in buying volume
Confirming that capital is frantically searching for semiconductor undervalued spots across the entire network
Seeing the screen full of surges, many people emotionally shout that the bull market is back
If we strip away this noise and look at the underlying data
The foundation of this rally is actually very solid.
Macroscopically, the ceasefire news in the Middle East directly hammered oil prices down by more than ten percent
The shadow of inflation rebound has been temporarily forcibly dispelled
Looking at the micro industry side, capital expenditure in the AI inference era has become an open card
Now the big players are competing not just on GPUs
Severe capacity mismatch between CPUs and HBM memory is triggering real supply-demand panic in the supply chain.
Capital is pouring down this hardest industrial logic chain, leaving no room for shorts.
But the purer this logic is, and when everyone thinks "buying means making money"
The risk level on the market is even higher
When fundamental benefits are quickly overdrawn in a very short time
Crowded trading channels inevitably plant the seeds for a sharp high-level shakeout
A trend of this magnitude is indeed worth using a small position to ride the premium
But heavy buying at this point is purely like putting your neck on the chopping block
My current move is to only keep the core leaders' base positions
Firmly hold over 30% cash exposure
Let the frenzy money be earned by others
When this wave of sentiment is exhausted and a real structural correction is hammered out
The cash in hand will be the only proof to hold chips at the bottom.
#HongKongStocks #USStocks #AIsemiconductors
Powerpei
The May Day holiday just ended, and I’m finally coming to my senses after the traffic jam on the highway.
As soon as I opened my computer, I was slapped in the face by the Hong Kong stock market's opening surge.
On Twitter, people are still arguing about the AI singularity every day.
The grand narratives of giant valuations are hanging in the air.
But today, the money in the market is extremely real.
It directly ran to vote for the most struggling manufacturing sector.
➤ Xiaomi surged nearly 7 points, and semiconductor stocks like SMIC and Hua Hong also took off.
The logic is very straightforward: after being battered by geopolitical risks and regulatory washouts several times, smart money has long stopped looking at PPTs.
If you can deliver 30,000 cars in a month, if you have real chip orders, the funds will flow to you.
But to be honest, looking at these bullish candles, I didn’t feel excited; instead, I felt an extreme sense of defeat.
Because I realized that as a person, I am becoming more and more like a useless player in this game.
——————
I just went to check the backend logs of my self-developed Web3 monitoring tool.
In the seconds before the spot market moved, my AI Agent had already captured abnormal capital flows from the Perp order books of Hyperliquid and Aster’s tokenized stocks.
It directly issued a warning in natural language.
While I was hesitating in front of the screen about whether to chase the high, still weighing the situation in the Middle East in my mind,
the machine had already calculated the slippage without emotion and made the risk control decision.
This is the most despairing gap.
You think you are competing with the big players,
but in reality, you are fighting against code that responds tirelessly in milliseconds.
In a volatile market, those few seconds of early reaction from the machine save you the principal you would have lost.
I’ve completely given up on the idea of "manual trading".
These days, I don’t want to do anything else; I just plan to focus on iterating my AI Agent’s cross-market monitoring and risk control modules.
➢➢➢
The trend has already changed.
Tools serve people, and people are in turn being eliminated by tools.
For those still relying on their hands to draw support lines and chase hot stocks based on market feel, good luck to you.
The money you lost on slippage will ultimately turn into electricity fees for the algorithms.
The clumsy methods in the past of relying on deploying offline hardware and scanning biometric features for identity verification
Everyone knows why they haven't gained traction over the past few years
Handing over irreversible biometric information to a hardware black box
This inhumane promotion approach is doomed to struggle
In the identity verification business, the ultimate winner will most likely be the low-barrier pure software path
This explains why Billions Network ($BILL), which just launched its token on May 4th, has an unusually high funding heat
---
I thoroughly reviewed the fundamentals of this project
>The teams behind Polygon ID and Disco abandoned hardware
>They directly use mobile devices combined with ZK (zero-knowledge proofs) for the identity layer
In this year’s environment where Deepfake is rampant and AI Agents will soon outnumber real people online
They are actually collecting a very scarce trust tax
➤ The core business logic is very straightforward:
Grant machines property rights
Allow every bot online to be traceable back to a real boss
While cutting off the risk of underlying privacy leaks.
Top-tier essential narrative, backed by Polychain and 2.4 million real verified users, the credentials are impressive
➢ From a trading perspective, the current circulating market cap of $BILL is around $150 million, with an FDV of $650 million
---
Many people in the group have already started calculating odds based on a $1 billion market cap target
Frankly, combined with the relatively slow unlocking schedule and the current AI trust demand
It indeed has the framework to touch that red line
However, the early presale phase experienced adjustments in lock-up rules
Indicating that the capital game behind it is very real
This kind of initial chip structure collision requires a wave of real market turnover to solidify the foundation for an upward push.
---
You can hardly treat it as a blind all-in gamble
This is purely an infrastructure asset that requires strict calculation of risk and reward
➢ Its value capture mechanism (staking for reputation, payment verification fee discounts) is logically closed-loop
But whether this system can convert into sustained buying pressure in the secondary market
Heavily depends on the willingness of third-party apps to actually integrate and pay
If no one genuinely calls it, this economic model is just a piece of worthless paper
The initial token launch window naturally amplifies volatility
Instead of blindly chasing highs at the peak of emotions, it’s better to slow down the pace a bit
The sector logic is sound, but I personally prefer to wait for the initial chips to settle
→ Meanwhile, observe its real on-chain call volume later
Set a comfortable mental position with an alert, and let the fundamentals verify the price.
Note: The above content is for informational reference only and does not constitute any investment advice, DROY!
It seems Justin Sun has really hit a hard wall this time.
I just glanced at the public court documents, and @worldlibertyfi has directly sued Justin Sun in Florida for defamation.
This drama is a bit overwhelming for me.
Usually, conflicts in the crypto space at most involve posting long tweets or hosting a Space to exchange family greetings.
But WLFI didn’t waste any words and slapped a lawyer’s letter right in his face.
The cause of the issue is actually extremely simple.
At the end of last year, Justin Sun made a large purchase of WLFI tokens, and the sales terms clearly stated that transfers were prohibited at this stage.
But he stubbornly tried to operate anyway, precisely triggering the freeze mechanism in the smart contract, and the funds were directly locked.
Accepting the bet and its consequences should be common sense.
Yet he immediately used his influencer status to launch social attacks, even publicly threatening to crash the token price.
He kept shouting that the project team left a backdoor to commit fraud.
This is highly ironic.
Everyone constantly talks about “Code is Law.”
But when the code ruthlessly enforces the rules and freezes a whale’s funds,
the whale’s first reaction is still to use their media privilege to overturn the table.
WLFI’s counterattack this time serves as a wake-up call for the entire community.
These people are backed by traditional political resources and old money capital.
They have no interest in playing the “decentralized community governance” game or any of those half-hearted tricks.
I honestly don’t care who wins or loses this lawsuit in the end.
What I’m really looking forward to is the evidence exchange (Discovery) during the court trial.
When both sides are forced to lay all their cards on the table, it will definitely reveal on-chain information that’s ten times more exciting than what we have now.
Going to make a cup of coffee and wait for trial updates.
#WLFI #DeFi
Powerpei reposted
BNB Chain's Data and Layout in the AI Agent Track
Recently, I saw a set of data: on January 1, 2026, the number of AI Agents on BNB Chain was 337. Four months later, this number is 75,957.
No matter how you view this ecosystem, a growth rate of 50,048% is definitely worth noting.
According to data from 8004scan, BNB Chain currently ranks first with 75,938 registered Agents, surpassing Ethereum and Base, accounting for more than one-third of the ERC-8004 deployment share.
What are they doing?
From the tech stack perspective, BNB Chain has launched several tools for AI developers in recent months:
bnbagent-sdk: a Python SDK that enables Agents to have wallets and order-taking capabilities (based on ERC-8004 + APEX)
bnbchain-mcp: allows AI tools like Cursor and Claude to operate on-chain data using natural language
bnbchain-skills: plug-and-play profiles that teach AI Agents how to use BNB Chain
In short, they are lowering the threshold for AI developers to access on-chain infrastructure.
You don’t need to understand crypto; just pip install and you can add payment and identity capabilities to your Agent.
Why now?
The timing is indeed critical. OpenAI is promoting the Apps ecosystem, Anthropic is pushing the MCP protocol, the ERC-8004 standard is just beginning to be adopted, and the infrastructure for the Agent economy is being defined.
BNB Chain’s strategy is not to educate crypto users to use AI, but rather the opposite—to let AI developers unknowingly use on-chain capabilities. At least logically, this direction makes sense.
Actual implementation
From hackathon projects to deployed Agents, the use cases are indeed expanding.
But frankly, it’s still too early to judge the quality and actual usage of these Agents. Growth in numbers is one thing; how many truly valuable applications emerge is another.
However, one thing is certain: in scenarios where Agents need on-chain identity, autonomous payment, and verifiable work capabilities, Binance, as an industry leader, now provides relatively complete infrastructure.
As for whether it can become the "default choice" for AI Agents, we’ll have to see how the ecosystem develops over the next 6 months to 1 year.
Currently, the data is there, and the tools are gradually coming online. As practitioners, it’s worth continuously monitoring progress in this direction, after all, the big direction is AI! The big trend is also AI! #AIonBNB
@0xsandy1913 @BNBCHAINZH
