周末阅读《币安人生》，翻到了 180-182页关于币安被盗 7000枚比特币(2019年5月8日)的经历，颇有共呜。 好巧不巧，在我加入 Trust Wallet 前一个月的圣诞节，插件钱包因为人为小过失，让骇客有机可乘。 @cz_binance 在情况还未被完全诊断清楚之前，率先发推转达Trust Wallet愿意赔偿。 调查后来发现：骇客通过恶意程序渗透了几名员工的电脑，在代码中植入了恶意指令。虽然管理助记词和私钥的核心安全组件并未被攻破，但插件钱包v2.68确实被植入了恶意代码，情况和2019年币安那次类似。在漏洞修复前的短短数小时内打开过插件钱包的用户受到了牵连。 时至今天，@TrustWallet 已加固安全揩施、每天活跃用户量不降反升，对受影响用户赔付进度也已完成95%。而对于已错过申请赔付最后限期的长尾用户，CZ 认为只要对方带著合理凭证，Trust Wallet 该继续受理，「做正确的事」。 Funds are SAFU，从不是一句口号，而是用行动写下的承诺。 Weekend reading Freedom of Money, I reached pages 180-182 about Binance’s May 8, 2019 hack where 7,000 BTC were stolen. It resonated with me. Coincidentally, one month before I joined Trust Wallet, the extension wallet was compromised during Christmas. CZ immediately tweeted that Trust Wallet would reimburse users, even before the issue was fully diagnosed. The investigation showed it was similar to 2019: hackers used malware to infect employee computers and injected malicious code into v2.68 (deprecated). The core seed phrase security was never breached — only users who opened the extension wallet in the few hours before the fix were affected. Today, Trust Wallet has strengthened security, daily active users are up, and 95% of affected users have been compensated. For the remaining vicitms who missed the deadline, CZ believes Trust Wallet should still accept claims with valid proof. Funds are SAFU — not just a slogan, but a promise backed by action.

Tom Lee：华尔街正在选择以太坊作为底层 Bitmine 董事长 Tom Lee 在 1 月 20 日接受 The Master Investor Podcast with Wilfred Frost 采访时表示，尽管 ETH/BTC 长期承压，但在代币化趋势推动下，华尔街已开始将稳定币、货币市场基金及信贷资产部署在以太坊上。随着摩根大通、贝莱德等机构实际使用，以太坊正成为传统金融进入区块链的重要基础设施。 来源：The Master Investor Podcast with Wilfred Frost

In-Depth Investigation: Seizing the Commanding Heights of the Intelligent Era — A Survey of China's Artificial Intelligence Industry Development 深度调研 | 抢占智能时代制高点：我国人工智能产业发展调查 By "Joint Research Team of Qiushi Economics Editorial Department and CCID Research Institute" Translation Interesting comments about Nvidia

OKX 被曝计划与 Korea Investment & Securities 一起入股韩国交易所 Coinone，可能分别买 20% 股权。 今天群里的这个传闻，我查了下来源，是 The Block 的爆料，还没有得到 OKX 官方确认。 最近币圈相对冷淡但股市火热，韩国人也是疯了一样冲，这就是韩国市场的独特性，有非常活跃的散户群体、成熟的韩元交易市场、严格的本地监管门槛。交易所就意味着法币通道、用户流量和本地牌照资源，其价值不只是一个撮合买卖平台。 按用户量、交易量及品牌综合价值，韩国最大的几家交易所是 Upbit > Bithumb > Coinone > Korbit > GOPAX。 也是今天，Hana Financial 宣布将以约 6.65 亿美元买入韩国最大交易所 Upbit 运营方 Dunamu 约 6.55% 股份，整体估值达 101.52 亿美元，传统金融巨头在加速进入 Crypto 市场。 OKX 这次传闻要入股的是第三名 Coinone，第五名 Gopax 已经在 2025 年被币安全资收购。

Over the past two weeks, our team XDO has been working closely with @worldlibertyfi — and honestly, it’s been a real surprise for me. 最近两周，我们团队XDO开始和 @worldlibertyfi 密切合作，狠狠的教育了我！ Tbh, I had my own stereotypes at the beginning. Trump-backing, access to top-tier global resources — I assumed the team would be the type like: big vision, endless resources, everyone coming to them instead of the other way around. I mean, you can easily afford to be a “laid-back” team with this level of privilege and prestige.😂 说实话，刚开始接触的时候我是有刻板印象的。总统家族背景，全球顶流资源，我assume团体风格会是：愿景很大、资源很多，一定是所有的资源去找他们。可以猜想这种有顶级资源的美国团队有多么躺。 But after two weeks of working with them, I was genuinely impressed — even humbled. 但接触下来非常惊喜，甚至教育到我。 On nye, co-founder @ZachWitkoff was still handling interviews job. By Jan 2nd — when most people were still in holiday mode — their entire team was fully back in action. Every sync was well-prepared, execution was fast, and nothing was half-hearted. Even though many team members didn’t come from a Web3 background, everyone was actively and intensely learning. In every discussion, they consistently identified the single most critical key to success, made fast decisions, and mobilized the entire team to execute. From @ZachWitkoff & @zakfolkman founding-team-level market strategy decisions to execution, implementation, and even contract reviews — all of that can happen within a single day. 新年当天，Co-founder @ZachWitkoff 还在处理这面试的工作。1月2号，当大多数人还在休假模式的时候，他们已经全员到岗火力全开了。每次对接，准备充分，执行迅速，一点不含糊。虽然，很多人之前没有Web3背景，但是每个人在饥渴的学习Web3的知识。并且每次探讨中，总是可以找到决定事情成功的最核心的KEY，然后快速决策并全团队响应执行。是的，从大市场战略的Founding team决策到对其执行到落地执行包括审核合同，一天足以。 This made me reflect: why is a team with such a background working even harder than many startup founders? 这让我开始反思：为什么有这种背景的团队，反而比很多一般的创业者还拼？ My guess? Because the whole world is watching. If a normal project fails, you pivot and start over. But WLFI is different — with this kind of background, success is expected. That expectation pushes the founding team to focus on how to succeed even more. That pressure forces them to put in 200% effort to prove that what they build goes far beyond what their so-called “background” could ever hand them. 我猜的——因为全世界都在看。普通项目失败了，换个赛道重来就是。但 WLFI 不一样，顶着这种背景，成功变成了是应该的。所以，整个创始团队更聚焦在如何可以更加成功！这种压力，逼着他们必须用 200% 的努力去证明自己可以做的事情要远远超过他们“所谓的背景”可以给予的。 Another detail I noticed: their execution logic is extremely clear. It’s not the “we have resources, let’s just throw money at it” mindset. They are deliberately building long-term value step by step. They value every partner and every dollar — while also knowing how to turn those into weapons for rapid market capture. And when it comes to critical decisions, they don’t hesitate to invest heavily. You can imagine what this combination can ultimately become: top-tier resources + top-tier execution + a massive market = Massive future for @worldlibertyfi $USD1 By the way, this also validates a thesis I shared in my previous article (link below): in 2025, stablecoins are increasingly becoming the bridge to mainstream assets. Sustainability at the business level matters — and this is exactly the direction we’ve been betting on. 而且我观察到一个细节：他们团队做事的逻辑非常清晰，不是那种「有资源就随便造」的心态，而是真的在一步步构建长期价值。珍惜每一个合作伙伴，珍惜每一分钱，但是同时这些也可以成为快速抢占市场的武器。对于关键事情上，丝毫不吝惜。我们可以想象这种组合——顶级资源 + 顶级执行力 + 超级大的市场 WLFI USD1可以成为什么样最终形态。顺便说一句，也验证了我在之前一篇长文里的思考，今年稳定币成为连接主流资产的趋势越来越明显了。业务本身的可持续性。这也是我们一直在押注的方向。 So YEP! My view on WLFI has completely changed. This is a team that genuinely takes execution seriously, and have the power to make all dreams come true. 所以我现在对 WLFI 的看法彻底改变了。至少从合作体验来说，这是一个认真做事并且有实现造梦能力的团队。 If people with backgrounds are working this hard, what excuse do those without one have to be laid-back?? 「Don't make excuses for not being where you want to be. It usually comes down to not trying hard enough, or focusing on the wrong things.」 「Jiayi never used to create anxiety. But from now on, anxiety and self-reflection start with Jiayi.」 有背景的人都在拼命，没背景的凭什么躺平？ 「不要给自己的不够优秀找借口。大多数就是自己不够努力，或者努力方向不对！」 「Jiayi之前不制造焦虑。但是从现在开始，焦虑和反思从Jiayi开始。」 Side note: after deeply engaging with the founding team, I started allocating heavily into $ALTS (already 100% in profit so far) and $WLFI. I’m happy to say that so far, the results have been very encouraging. 题外话： 正式因为深度的接触了创始团队后。我开始重仓WLFI的DAT股票 $ALTS (且翻倍了）和 $WLFI。很开心，目前为止，让我看到了好的结果。 LONG Crypto 🚀 LONG Stablecoin 🚀 LONG Myself

Cathie Wood 旗下的资管巨头 Ark Invest（方舟投资）近日再次买入稳定币 USDC 发行商 Circle 的股票。ARK 通过 ARKF、ARKK 和 ARKW 三只 ETF 买入 41,904 股 Circle，按 131.76 美元收盘价计算，价值约 550 万美元。根据 ARK 最新持仓披露，Circle 目前为 ARKK ETF 第六大持仓，权重为 4.6%，市值约 3.065 亿美元。（ The Block ）

#preOPAI# 是否会受到OpenAI股权转让限制的影响？ 1、preOPAI 底层的 OpenAI 股权通过直接投资获得，而非投资者之间的股权转让，不受该份近期声明影响。 2、preOPAI 由Republic发行的债务凭证，旨在反映 OpenAI 业绩表现，并非真实股票，持有代币不代表持有OpenAI股权。因此，preOPAI 的交易和转移不受OpenAI股权转让限制，因为它不等于 OpenAI 的股权。 Will preOPAI be affected by OpenAI’s equity transfer restrictions? 1. The underlying OpenAI equity exposure of preOPAI was obtained through direct investment, not through equity transfers between investors, and is therefore not affected by the recent statement. 2. preOPAI is a debt instrument issued by Republic, designed to reflect OpenAI’s performance. It is not actual equity, and holding the token does not represent ownership of OpenAI shares. Therefore, trading and transferring preOPAI are not subject to OpenAI’s equity transfer restrictions, as preOPAI is not OpenAI equity.

🚀 Crypto News Daily | 币圈新闻日报 (2026.05.13) 1️⃣ Market Pulse | 市场脉动 BTC Holding Strong: Trading around $80,400. Market dominance rose to 58.5%, showing capital flowing back to the "King" as altcoins cool down. BTC 企稳： 报约 $80,400。比特币市占率升至 58.5%，资金回流大饼，山寨币表现相对疲软。 Resistance Zone: Analysts eye $82,000 as the key breakout level toward the $90,000 target. 阻力位： 分析师关注 $82,000；若能有效突破，目标直指 9 万美元。 2️⃣ Institutional Moves | 机构大动作 JPMorgan Expansion: Planning its second tokenized money market fund on Ethereum, deepening RWA (Real World Assets) integration. 摩根大通扩张： 计划在以太坊推出第二只代币化货币市场基金，深化 RWA（现实世界资产）布局。 Safety First: Ethereum working group releases "Clear Signing" standard to eliminate "blind signing" risks. 安全升级： 以太坊工作组发布“明文签名”标准，旨在杜绝“盲签”隐患，提升交易安全。 3️⃣ Regulation & Macro | 监管与宏观 Fed Watch: 97.1% probability of holding rates steady in June. Senate confirms Waller as Fed Governor. 美联储动向： 6 月维持利率不变概率达 97.1%。参议院确认 Waller 连任美联储理事。 The "Clarity" Bill: Crypto community eyes the Senate vote on the CLARITY Act, seen as a potential $90k BTC catalyst. CLARITY 法案： 社区密切关注该法案在参议院的投票，这被视为 BTC 冲击 9 万美元的关键催化剂。 4️⃣ Hot Headlines | 其他热点 Musk in Beijing: As Elon Musk joins the U.S. delegation to China, investors are speculating on potential AI or digital asset mentions. 马斯克访华： 随团抵达北京。市场正猜测其是否会提及 AI 或数字资产相关合作。 VC Funding: Osero (Privacy/Infra) raised $13.5M; Jewel Bank secured $5M. 一级市场： 隐私基建项目 Osero 获 1350 万美元融资；Jewel Bank 获 500 万美元融资。 📌 Key Hashtags | 热门标签 #Bitcoin# #Ethereum# #CryptoNews# #RWA# #Web3# #JPMorgan# #BTC# #CryptoDaily# #CryptoAnalysis# #TradingStrategy# #BearMarket# #Arc镇守使# bitcoin:native

过去 2 小时跟踪了全网 197 条新闻消息，筛出 5 条值得关注的核心信号。Kevin Warsh 正式入局美联储，配合智利铜矿与中东原油的双重实物紧缩，全球宏观定价正从 '增长博弈' 转向 '硬资产封锁'。 1. Kevin Warsh confirmed for 14-year Fed term, clearing the path to Chair. Senate voted 51-45 to install the 'sound money' hawk, marking the end of the Powell era. Market must now price in a Fed that prioritizes financial stability and currency strength over liquidity bailouts. $TSM $NVDA 2. EIA extends Hormuz closure forecast through May with 10.8M bpd peak outage. Global inventories are projected to shrink by 2.6 million bpd in 2026, a massive revision from previous estimates. This is a structural supply shock that won't fully resolve until 2027. $FCX $CPER 3. Chile copper output collapses as Escondida reports 15.7% production drop. March data shows Codelco also down 9.98% YoY, proving that physical mining limits are overriding price incentives. The 'sell-the-news' metal trade is being dismantled by raw physical scarcity hitting the tape. $FCX $CPER 4. US DOE to inject billions into long-lead nuclear reactor components. As commercial power demand is set to surpass residential use for the first time in 2027, the government is treating baseload nuclear as a national security priority for the AI arms race. $CEG $URA 5. SpaceX and Google pivot to orbital data centers to solve grid constraints. Moving compute to space bypasses terrestrial power limits and cooling bottlenecks, marking a paradigm shift in AI infrastructure. If scalable, this redefines the capital expenditure ceiling for the entire sector. $GOOG $AVGO That's the signal from this window. With Chile output dropping 15% and Hormuz closed through May, are you still betting on a soft landing for inflation? Repost if useful.