Primitive Weekly POV snapshot: This week, our team dives deep into why localization wins in prediction markets, why we invest in @tenbinlabs and why the "Equity Perp" window is the next big global access play. Here is the breakdown from the PV team👇 1/ 🌍 Prediction Markets: Localization is the Moat @DoveyWan challenges the "one size fits all" view of prediction markets.Most platforms miss a key point: Category Mix: >West (Kalshi/Poly): Dominated by Sports & Politics (~80%+). It's a "Reality Show" economy for whales. >East (Opinion): Politics is constrained, but culture and speculation thrive. Just as RedNote is distinct from Instagram, prediction markets will split into regional "recipes." Localization isn't just a feature but the path to compounding repeat volume through cultural curation. 2/ 👏The RWA Liquidity Trap: Enter Tenbin. Stablecoin payments are onboarding the next wave of capital, but existing RWAs are stuck in a "liquidity tax" death spiral. @0xtony0x introduces Tenbin—our latest bet to fix this. Tenbin is the first tokenization platform designed to bring CME-grade depth directly on-chain with: >0% mint/redemption fees. >RFQ-first integration for instant price discovery. >A modular stack for Commodities and FX. We’re moving the world’s most liquid markets at the speed of DeFi. 3/ 📈 The Rise of On-chain Equity Perps @YettaSing drops a massive deep dive on why Equity Perps are the ultimate "Export of Access." The US doesn’t just export dollars; it exports access. Stablecoins did this for T-bills; Equity Perps are doing it for stocks. The Thesis: >By turning equities into plug-and-play collateral, we are moving toward a global tokenized margin network. >The Reality: 24/7 trading and 1:1 capital efficiency are flipping the script on CEXs. >The Risk: The window is closing. As US regulators (SEC/CFTC) begin studying perps, the "offshore" speed advantage will eventually meet onshore rails. The time to scale is now. 4/👀 Macro Check: High-Level Fragility. Is the "Hard Landing" closer than we think? @adaYen72 points out a dangerous divergence in the LMEX (London Metal Exchange Index). >2022: Prices were high on "free money" and fear (Real yields at -0.5%). >2026: Prices are at the same highs, but money is expensive (Real yields at +2%). This is a physical squeeze in a high-rate environment. Corporates running massive capex on 2% real rates have zero margin for error. If cash flow misses, debt service explodes. With sticky supply-driven inflation, there is no "Fed Put" to save us. We are seeing max complacency before a potential hard landing. That’s the snapshot for this week. Stay tuned. Stay primitive. 🛡️

THE GLOBAL FINANCIAL SYSTEM JUST BROKE IN TOKYO Japan’s 30-year bond yield hit 3.41% today. That number means nothing to you. Here’s why it should terrify you. Japan owes 230% of everything it produces. It’s the most indebted nation in human history. For 35 years, they kept the lights on by borrowing at near-zero rates. That era ended this morning. Here’s What Just Happened Core inflation is running at 3.0%. Government bond yields are spiking to levels not seen since 1999. China just conducted its 25th military incursion near Japanese waters this year. Japan is now forced to spend 2% of GDP on defense … nearly 9 trillion yen annually. The Bank of Japan is trapped between two impossible choices: raise rates and trigger a debt collapse, or keep rates low and watch inflation destroy savings. They chose door number two. Why You Should Care Every major bank, hedge fund, and institution on Earth has borrowed yen at cheap rates and invested it elsewhere for 30 years. This “carry trade” could be worth anywhere from $350 billion to $4 trillion. Nobody knows the real number because it’s hidden in derivatives. When Japan’s system breaks, this money unwinds. Fast. The last time we saw a preview … July 2024 … the Nikkei dropped 12.4% in a single day. The Nasdaq fell 13%. That was a small tremor. The earthquake is coming. The Math Is Simple! Japan’s government pays interest on $9 trillion in debt. Every 0.5% increase in rates costs them $45 billion annually. At current yields, debt service will consume 10% of all tax revenue. That’s the death spiral threshold. The yen is trading at 157 to the dollar. If it strengthens to 152, the entire carry trade becomes unprofitable. Unwinding begins. Emerging market currencies could drop 10-15%. The Nasdaq could fall 12-20% as funds are forced to sell. What Happens Next December 18-19, the Bank of Japan meets. Markets are pricing 51% odds they raise rates another 0.25%. If they do, volatility explodes. If they don’t, inflation accelerates and the problem gets worse. There is no way out. Japan’s fiscal dominance is now permanent. They must keep the yen weak to service their debt. This means the free money that powered global markets since 1990 is ending. The Bottom Line Interest rates worldwide are going up 0.5-1.0% permanently. Not because of inflation. Because the world’s largest creditor nation can no longer subsidize global growth. Your mortgage, your car loan, your credit card … all repricing higher. Stock valuations built on cheap money … all compressing. The everything bubble … all deflating. This is not a recession. This is a regime change. The largest liquidity engine in financial history just seized up, and most people won’t understand what happened until their portfolios are down 30%. Tokyo broke the world today. You’ll feel it tomorrow.​​​​​​​​​​​​​​​​ Read the full data driven deep dive article -

There’s currently a 1 in 1.5 BILLION (0.000000065%) chance the average American will get Ebola this year. You’re 1,228 times more likely to get struck by lightning this year than catch Ebola. Don't be fooled by the mass media.

Closing in on 2% 哈基米 Supply. These are my plans: - 10% of all profits made at any time will go towards @hajimi_fund, to be used for charities to help real life Hajimis. - if it ever makes it to binance spot (which no other community deserves more than the 哈基米 community). I plan to airdrop 0.5% of the supply to cult members of the Hajimi community. Who have been building non-stop for 7 months!! - If the price ever goes anywhere near previous lows. I will buy more supply and immediately start burning it. I will only keep 1.5% supply for myself. I am grateful to be a part of 哈基米 cult, enjoying Chinese Culture. I am just a small voice in the community who did not give up & kept building despite!! 哈基米 is the cat of BSC & the cat of the east. Building 哈基米 Together!!!

[📢] 𝗗-𝗟𝗜𝗧𝗘 𝗝𝗔𝗣𝗔𝗡 𝗟𝗜𝗩𝗘 𝗧𝗢𝗨𝗥 𝟮𝟬𝟮𝟰 - 𝗘𝗻𝗰𝗼𝗿𝗲- 𝗨𝗺𝗯𝗿𝗲𝗹𝗹𝗮 (傘) (𝗗’𝘀 𝗜𝗦 𝗠𝗘 𝗟𝗶𝗺𝗶𝘁𝗲𝗱 𝗘𝗱𝗶𝘁𝗶𝗼𝗻) 𝗢𝗡-𝗦𝗜𝗧𝗘 𝗦𝗔𝗟𝗘 𝗢𝗡𝗟𝗬 ⠀ ■詳細 1.OUT BOX (68x99mm) 2.IMAGE CARD (55x85mm) CARD (55x85mm / Random 1ea out of 2ea) PHOTO CARD (55x85mm) 5.SCRATCH CARD (85x55mm / Random 1ea out of 2ea) 6.LYRICS (255x165mm) ⠀ ■当日直接販売開始時間 ✔ 2024年11月30日(土) 東京・武蔵野の森総合スポーツプラザ メインアリーナ 会場前物販ブースにて　12:00～終演後まで ✔ 2024年12月1日(日)　 東京・武蔵野の森総合スポーツプラザ メインアリーナ 会場前物販ブースにて　11:00～終演後まで ✔ 2024年12月14日(土)　 兵庫・神戸ワールド記念ホール 会場前物販ブースにて　12:00～終演後まで ✔ 2024年12月15日(日)　 兵庫・神戸ワールド記念ホール 会場前物販ブースにて　11:00～終演後まで ⠀ ■PLVEアルバムの使い方 2.SNSアカウントで認証後、ログイン。 3.画面下部の「イメージボタン」をタップして、イメージカードをスキャン。 4.シリアルナンバーを登録。 5.アルバムをダウンロード。 ※一度登録したアルバムは、再登録不可になりますので、予めご了承ください。 ※2024年11月30日(土)19時以降にシリアルナンバーが記載されているイメージカードのスキャンが可能となります。 ※商品に不備がない限り、返品はご遠慮いただきますようお願いいたします。ご購入時に商品に不備がないか必ずご確認ください。 ⠀ ■PLVE販売 ※本商品は、各会場のグッズ販売所にて販売いたします。 ※音楽の視聴開始は、11月30日19時からとなります。 ※本商品は会場限定・数量限定での販売となります。 予めご了承ください。 ※当日の公演チケットをお持ちのお客様のみ、お一人様2点までご購入いただけます。 ※当日の状況により、販売時間が変更となる場合がございます。予めご了承ください。 ⠀ ■PLVEお問い合わせ ✔ アプリ内：設定ボタン（⚙️）>> 「1対1お問い合わせ」 ✔ メールアドレス：umkent@gadi.co.kr ⠀ #대성# #DAESUNG# #DLITE# #Ds_IS_ME# #Encore# #Live_tour#

Intel CEO Lip-Bu Tan sat down with CNBC’s Jim Cramer to talk about Apple; Intel 14A rivaling TSMC's top chip production technology; Shortages of CPUs and substrates; and the state of Intel's turnaround. How to know when Intel signs Apple or other foundry customers: Intel CEO Lip-Bu Tan: “Over time, the IP will be ready so we can serve some of these customers. I think the best indication, when you see I increase my capex, I’m putting money to buy equipment, that means I have real customers. That’s the discipline I have.” Intel 14A manufacturing process and EMIB-T advanced packaging: Intel CEO: “(A14) is 1.4nm, this is the most advanced. To be candid with you, in 2028 we will have risk production. 2029 will be volume production. It will be the same time as TSMC. So that is a major, major breakthrough, and I’m so excited. And we already have multiple customers engaged with us, and we have 0.5 PDK available.” Taking advantage of TSMC’s CoWoS shortage Intel CEO: “Our technology is called EMIB-T, this is the next generation of advanced packaging. We really have the best technology and now we are making sure we can bring it into volume production with reliable yield so the customer can count on us.” CEO: “You know, CoWoS…(TSMC) ran out of capacity, so in a way we’ve become in the unique position to support that and that’s something we are very excited (about).” Shortages of CPUs and Substrates CEO on the CPU shortage: “I’ll give you one example. I had one customer say Lip Bu, we gave you the forecast for this year, but we want to increase 3x, and I say I cannot do it overnight but give me a few quarters and I will catch up. So, I think this demand is not short term, it’s the next couple of years. It’s a great opportunity.” CEO: “Right now, as I mentioned, CPU is in high demand. And that’s good for me. I cannot even ship enough to the customer. It used to be the CPU to GPU ratio for training was 1-to-8. And now, because of inference and agentic AI, and more agents you have to manage, and orchestration, and reinforced learning, CPU is actually better, so that becomes 1-to-4 and 1-to-1 and some people even talk about 4-to1, and so that’s a huge opportunity to me to drive the CPU....” CEO on Substrates: “A couple of customers have prepaid for substrates, because the substrate supply chain is very tight – so I need to put up the money to secure this material…(and it shows) the commitment to me – so that’s very exciting.” Intel’s Turnaround CEO: “We used to have leadership in data center, and over the years we lost it…We made some big mistakes,” he said, adding he’s brought back some talent to refocus the product lines and that “Coral Rapids will have multi-threading, and will come out very strong.” CEO: “When I took over, the 18A yield was not good, so I had to ask some of the ecosystem partners to help me look at the data, see how to improve. The best practice is to see 7% or 8% yield improvement per month, and now I’m seeing it.” CEO: “The other part is supposed to be the yield performance, defect density, you know at the end of the year to see the target. Now I see that even before the end of the year – so that is very big encouragement for me and also that’s why Panther Lake can be shipped in volume now. And now some customers knock on my door and say Lip Bu, now we hear you are making great progress, can you now open up to outside customers? So that is very exciting. It’s a lot of hard work, it’s a lot of teamwork, it’s a lot of talent I’ve brought on board.” CEO: “In the past we made a lot of mistakes and now we correct the mistake and we’ve simplified the roadmap. By the way, from Day 1 I came on board as the CEO, I have all the engineers report to me so I have an understanding, hear from the customer, and know where are the mistakes.” Cramer: “They didn’t report to the previous CEO?” CEO: “No. And in a way, they had too many silos, too many people reporting…So I decided, the best thing is to really understand where the problem is, so I can focus on the engineering, how to redesign, simplify the product and then get the real killer products out.” Cramer asks about China, Taiwan and the importance of US manufacturing: CEO: “I was very glad for President Trump understanding the strategic importance for the United States to have (chip manufacturing supply chain) and their support is so valuable to me – it’s so critical for the country to have the technology, R&D development, manufacturing in the United States. That’s why I came back in, as a U.S. citizen – as a calling – to do that.” CEO: “From time to time I update President Trump and also (Sec.) Howard Lutnick and they are big supporters of me and we are delighted to have their support.” Going forward: CEO: “I recruited some key talent…and now, by the end of June, I will have my team, what I consider my team, so that we can work on the next 5-years, 10-years, how to become a different company. I call it the New Intel, work at the speed of light, work as a team to progress forward.” $INTC $TSM #Samsung# $UMC $GFS #semiconductors#

2034 Earth–Venus–Mars opportunity looks promising. 10–15 on-orbit refueling operations may be needed to make a crewed ship full. Most can be done at an altitude of 180–200 km, made possible by Starship’s size. The final refueling may be performed at a higher altitude of ~2000 km, just below the Van Allen belt. Earth departure on 2034-08-21 from 2000 km orbit. A Trans-Venus Injection burn of ~3.7 km/s will place the ship on an Earth–Venus–Earth free-return trajectory. Venus flyby is expected on 2034-12-19, 120 days after departure. Two weeks before the encounter, if the mission proceeds as planned, a 25-m/s maneuver will shift the trajectory from Earth-return to Mars-bound. If not, the ship will free return to Earth in September 2035. The Venus gravity assist will send the ship into another Earth free-return trajectory, with Mars flyby around 2035-06-02. One week before reaching Mars, a system health check will determine whether to commit to Mars Orbit Insertion. If it’s GO, a small 10-m/s manuever will put the ship to less than 100 km altitude periapsis. Otherwise, a Mars flyby will lead to an Earth return in May 2036. The ship will enter the Martian atmosphere at about 9.4 km/s, performing an aerobrake to slow to 4.88 km/s and capture into a 100x140000 km, 7-day period high elliptical orbit. At apoapsis, a 50-m/s plane change will align the inclination with Mars’ equator, followed by additional aerobraking to remove about 650 m/s of velocity, placing the spacecraft in a 120x6128 km orbit. A 550-m/s burn at 6128 km altitude will then adjust the trajectory into Phobos orbit. The ship will stay at Phobos for about 7 days. The Mars–Phobos L1 point is only about two miles above Phobos’ surface, and Mars would dominate nearly half the sky, appearing about 80 times larger than the Moon from Earth. The ship will depart for Deimos afterward. Two burns totaling roughly 750 m/s will transfer the ship from Phobos to Deimos. And the ship will stay at Deimos for 7 days more. From Deimos, the ship will raise its apoapsis to form a 20000x140000 km altitude, 7-day orbit, requiring about 420 m/s of delta-v. At apogee, a 50-m/s burn will adjust inclination and lower periapsis to ~500 km for final Trans-Earth Injection. If time and propellant allow, the orbit can be aligned to a polar inclination for Mars ice-cap observations before departure. A Trans-Earth Injection burn at 500 km altitude, requiring 1.5–1.6 km/s of delta-v in early July 2035. If departure on the first days in July, Earth arrival is expected in December 2035. If missed that window, a March 2036 arrival may look more feasible. Nominal mission duration: 490 days, with 30 days in Mars orbit and 14 days at Phobos and Deimos. Two planets, two moons for 3.7+0.025+0.010+0.05+0.42+0.55+0.75+1.55=7.06 km/s Δv

✨ [Update] StickerX 1.0.5 Released! ⏬ • New: Custom canvas ratio and dimensions • Improve: iOS 26 transparency and liquid glass style • Improve: WeChat sticker sharing • Fix: Unable to export stickers to iMessage • Fix: Crashes on certain devices