137Labs Global

Friday morning, global capital markets held their breath as the Nasdaq opening bell rang. SpaceX completed the largest IPO in history with a fixed offering price of $135 per share, raising a record $75 billion. The stock opened at $150, surged to an intraday high of $176.52, and closed around $161, delivering a 19.22% first-day gain. Its market capitalization instantly surpassed $2.1 trillion, propelling Elon Musk into the ranks of trillion-dollar billionaires.
This “rocket-level” debut not only shattered historical records but also pushed market sentiment from extreme euphoria to deep reflection over the weekend.
This article reviews the SpaceX subscription event through six key dimensions: pricing and first-day trading breakdown, the full xStocks fiasco, pre-IPO perpetual futures volume and Hype platform performance, in-depth analysis of driving factors and valuation, weekend-to-Monday market sentiment evolution, and multi-dimensional investor lessons with long-term outlook.
Pricing and First-Day Trading Recap
SpaceX opted for a fixed offering price of $135, directly locking in $75 billion in fundraising with subscription demand exceeding several times the offering size. On Friday, first-day trading volume exceeded 522 million shares, far surpassing typical large-cap IPO levels. The stock opened at $150, quickly climbed to a high of $176.52, then pulled back modestly but still closed strongly near $160.95.
For platform subscribers, the $135 entry price delivered significant unrealized gains. Taking a 5,000 USDC subscription as an example, participants received approximately 37.037 shares. At the current price of around $180, the position is now worth approximately $6,667 USDC, generating over $1,667 in floating profit — a 33.33% return. This performance underscores the market’s strong confidence in SpaceX’s long-term growth narrative.
The xStocks Fiasco Right Before Opening
Just before the market opened, crypto subscription channels suffered a major setback. Platforms including Binance Wallet, Bybit, and Bitget Wallet launched tokenized SPCXx products based on the xStocks protocol, attracting massive capital inflows. Binance alone collected approximately $557 million in subscriptions from nearly 27,700 wallet addresses.
Cause: xStocks failed to secure sufficient underlying SpaceX shares from IPO underwriters and institutions. Explosive institutional demand, combined with crypto platforms’ weak bargaining power and compliance constraints in traditional capital markets, resulted in a complete shortage of underlying assets.
Timeline: The subscription window ran from June 9–11 with extremely high enthusiasm. As Friday’s opening approached, xStocks confirmed it could not deliver, prompting platforms to issue announcements. User sentiment quickly shifted from anticipation to disappointment.Resolution and Compensation: All platforms implemented 100% full refunds, with principal automatically returned to users. Additional compensation included:
Bybit: 10% APR interest for 4 daysBitget Wallet: refund of 5% handling fee + $10 gas vouchers + priority access to future tokenized IPO whitelistsBinance: additional airdrop of $1 million worth of SPCXB tokens
Meanwhile, platforms like Gate.io that used independent compliant channels successfully completed proportional allocations. Their users received actual shares and participated in trading.
Pre-IPO Perpetual Futures Volume and Hype Platform Performance
Before the IPO, the crypto market conducted price discovery through perpetual futures. Hyperliquid (Hype), one of the leading platforms, launched the SPCX-USDC perpetual contract in mid-May, which quickly exploded in volume. Cumulative trading volume reached tens of billions of dollars, with peak single-day volume easily exceeding several hundred million. Binance and other CEX perpetual products also contributed significantly. By early June, total open interest across the market exceeded $385 million, with cumulative volume surpassing $2.7 billion.
Hyperliquid demonstrated clear advantages during this period: its decentralized nature allowed retail users to gain leveraged exposure without KYC. Both trading volume and open interest outperformed many CEX products. Even after the IPO, synthetic contracts maintained high liquidity, with single-day volume staying in the hundreds of millions during peak periods. This “shadow market” not only accurately anticipated the 19%+ first-day premium but also continued providing price hedging tools for users after the xStocks failure — highlighting the unique value of DeFi perpetuals in the RWA space.
Driving Factors and Valuation Analysis
Multiple factors fueled the strong first-day performance. Elon Musk’s personal influence, Starlink’s global user expansion, Starship technological breakthroughs, and AI data center synergies formed the core narrative. Retail FOMO sentiment further amplified trading heat.
On valuation, the $2.1 trillion market cap implies a high price-to-sales ratio. While SpaceX commands a significant growth premium, it also faces challenges including pressure to achieve profitability, heavy reliance on government contracts, and execution risks. Compared with historical mega-IPOs, this offering price was relatively conservative, leaving room for future performance.
Weekend-to-Monday Market Sentiment
Social media remained highly active over the weekend, with analysts showing divided opinions. Some focused on profit-taking pressure and technical support levels, while others highlighted upcoming catalysts such as Starship test flights and Musk’s activities. By Monday, the price fluctuated in the $170–180 range, reflecting a balance between excitement and caution. Trading volume and volatility are expected to remain elevated, making key support levels worth close monitoring.
Investor Lessons and Long-Term Outlook
This event offers multiple insights for retail investors: behind the convenience of platform subscriptions lies the critical importance of securing underlying assets. The success of Gate.io versus the complete failure of the xStocks path highlights the value of independent compliant channels. The explosion in pre-IPO perpetual futures also proves that DeFi tools can serve as effective alternatives when traditional IPO access is restricted.
Historical data shows that many large IPOs experience short-term pullbacks after strong first-day gains, with long-term performance depending on fundamental delivery. SpaceX’s story is far from over. Starlink’s scaling, the Mars program, and ecosystem synergies will continue to drive growth. For long-term holders, the current price may represent only the beginning.
The RWA tokenization sector has both exposed its weaknesses and accelerated its evolution through this event. Securing underlying assets and building robust settlement channels will become core competitive advantages going forward.
SpaceX’s IPO is not only a milestone for capital markets but also a profound interaction between Musk’s business empire and global investors. Whether you hold a position or not, this recap reminds everyone: stay rational amid surging emotions and seek long-term value in volatility. How will next week’s trading unfold? Can SpaceX’s rocket keep soaring? Every participant should continue to watch closely.
Disclaimer: This article is for informational purposes only and does not constitute any investment advice. The crypto and stock markets are highly volatile. Investing involves risks. Please conduct your own research and bear full responsibility for your decisions.

Over the past year, embodied AI has emerged as one of the most closely watched sectors in global technology. From Figure AI and Physical Intelligence in the United States to AgiBot and Galbot in China, investors, researchers, and industry leaders have all been pursuing the same question: Who will build the intelligence layer that powers the next generation of robots?
For decades, robots have largely operated through predefined rules, carefully engineered workflows, and highly structured environments. The vision of truly intelligent machines—robots capable of understanding their surroundings, adapting to unfamiliar situations, predicting outcomes, and making autonomous decisions—has remained elusive. Today, however, advances in foundation models and embodied intelligence are bringing that vision closer to reality.
Against this backdrop, a relatively young Chinese company called Daxiao Robotics has rapidly attracted attention. In the first half of 2026 alone, the company reportedly raised hundreds of millions of dollars and reached unicorn status. At the same time, its proprietary world model, Kairos, has achieved strong results across several influential embodied AI benchmarks, while the company continues to promote its belief that world models—not traditional robot control systems—will become the foundation of future robotic intelligence.
The combination of technical ambition, heavyweight investors, and a high-profile leadership team has made Daxiao Robotics one of the most closely watched companies in China’s embodied AI ecosystem. The key question now is whether it can evolve from a promising startup into a foundational platform for the robotics industry.
Why Has Daxiao Robotics Suddenly Become a Major Story?
At first glance, Daxiao Robotics might appear to be just another company entering the increasingly crowded robotics market. However, a closer look reveals that its focus differs significantly from that of many of its peers.
Most robotics companies are centered around hardware. Their competitive advantage comes from building better humanoid robots, more capable robotic arms, or more agile quadruped systems. Public attention tends to focus on physical performance: how fast a robot can move, how much weight it can carry, or how human-like its appearance may be.
Daxiao Robotics is taking a different approach.
Rather than positioning itself primarily as a hardware company, it is attempting to build what it describes as the “brain” of the robot era. The company’s central product is not a robot body but a world model called Kairos, designed to help machines understand, predict, and interact with the physical world.
In other words, Daxiao is not primarily trying to answer the question, “What should a robot look like?” Instead, it is focused on a much deeper challenge: “How can a robot understand reality well enough to act intelligently within it?”
This distinction is important because it reflects a broader shift happening across the robotics industry. Increasingly, the bottleneck is no longer hardware. The real challenge lies in creating systems that can reason about the world, generalize across environments, and operate safely in unpredictable situations.
Why Are Investors Betting So Aggressively?
One of the most intriguing aspects of Daxiao Robotics is not the amount of capital it has raised but the composition of its investor base.
The company has attracted support from an unusual combination of internet giants, industrial corporations, state-backed funds, and top-tier venture capital firms. Such a coalition rarely forms around an ordinary startup.
This suggests that investors see Daxiao as more than a robotics company. Many appear to view it as a potential provider of critical infrastructure for the future robotics economy.
Among the most notable investors is Ant Group, whose involvement initially surprised many observers. After all, Ant is best known for financial technology and digital services rather than robotics.
Yet from a long-term perspective, the investment makes strategic sense. During the mobile internet era, companies like Ant built platforms that connected people to digital services. In a future where robots become widespread in hotels, shopping centers, office buildings, warehouses, and eventually homes, robots themselves may become a new interface between digital systems and the physical world. From this perspective, Ant is not investing in robots as hardware products; it is investing in a potential platform for real-world intelligence.
Geely Capital represents a different strategic logic. Modern autonomous vehicles and future robots share many underlying technologies, including environmental perception, world modeling, decision-making, and edge computing. In many ways, an advanced robot can be viewed as an autonomous vehicle that operates in three-dimensional human environments rather than on roads. Geely’s investment therefore reflects a belief that robotics may become the next major frontier for technologies originally developed in autonomous driving.
The participation of MetaX, a leading Chinese GPU company, adds another layer to the story. World models require substantial computational resources for both training and inference. If embodied AI becomes a major industry, demand for robotics-oriented AI infrastructure could grow dramatically. MetaX is effectively positioning itself within that future ecosystem.
Why Are State-Backed Funds Getting Involved?
Equally significant is the participation of government-backed investment funds, including the Shanghai Science and Technology Innovation Fund, the Lingang New Area Fund, and university-affiliated investment platforms.
Their involvement signals that embodied AI is increasingly being viewed not simply as a promising startup category but as a strategically important technology sector.
Over the past two decades, China achieved remarkable success in industries such as mobile internet, digital payments, and electric vehicles. Looking ahead, many policymakers and industry leaders see robotics as one of the next major platforms capable of reshaping economic productivity and industrial competitiveness.
From this perspective, the intelligence layer that powers robots may ultimately prove as important as semiconductors, operating systems, or cloud infrastructure. State-backed investors tend to prioritize long-term strategic technologies rather than short-term market trends. Their presence suggests a belief that foundational robotics intelligence could become a critical national capability over the coming decades.
What Exactly Is a World Model?
Understanding Daxiao Robotics requires understanding the concept of a world model.
Most current robotics systems rely on what is commonly known as a Vision-Language-Action (VLA) architecture. In this framework, a robot observes its environment through sensors, interprets instructions through language models, and then generates actions.
This approach has produced impressive results, but it also has limitations. In many cases, the system learns correlations rather than developing a deeper understanding of how the world works. As a result, performance can deteriorate when robots encounter unfamiliar environments, unexpected objects, or unusual conditions.
World models attempt to address this problem by introducing an internal representation of reality.
Instead of directly mapping observations to actions, a robot first constructs a predictive model of the environment. It uses that model to simulate future outcomes before deciding how to act.
Humans operate in a similar way. When we see a glass sitting precariously near the edge of a table, we instinctively anticipate what could happen if it falls. We understand that the glass may break, water may spill, and the floor may become slippery—even before any of those events occur.
A world model seeks to provide robots with a comparable ability to reason about cause and effect within the physical world.
The ultimate goal is not merely better task execution. It is to create systems capable of adapting to new situations, transferring knowledge across environments, and operating effectively without exhaustive retraining.
Why Is Kairos Receiving So Much Attention?
Among the many claims surrounding Kairos, perhaps the most noteworthy is its reported efficiency.
According to publicly available information, Kairos-4B contains approximately four billion parameters, significantly smaller than several competing systems that range from sixteen to twenty-eight billion parameters. Yet in a number of world-model-related evaluations, Kairos has reportedly achieved competitive or superior performance.
This matters because robotics imposes very different constraints than cloud-based AI systems.
Large language models can run in massive data centers with virtually unlimited computing resources. Robots, by contrast, must operate within strict limitations involving power consumption, hardware costs, latency, thermal management, and onboard computing capacity.
If a relatively compact model can deliver strong performance while running directly on robotic hardware, it may prove far more valuable than a much larger model that requires extensive infrastructure.
For this reason, Kairos is attracting attention not simply because of benchmark results but because it represents a potential alternative path toward scalable robotic intelligence.
The Most Important Milestone: Edge Deployment
While benchmark rankings often dominate headlines, one of Daxiao Robotics’ most significant achievements may be its focus on edge deployment.
Historically, many robotics systems have depended heavily on cloud computing. Robots collect information from their environment, send it to remote servers for processing, and then receive instructions in return.
Although this approach provides access to powerful models, it also introduces latency, network dependence, operational costs, and reliability concerns.
Daxiao claims that Kairos can run directly on robotic hardware, enabling local perception, reasoning, and decision-making without continuous reliance on cloud infrastructure.
If this capability proves robust in real-world environments, it could represent a major step forward. Robots that operate independently and respond in real time are essential for large-scale deployment across homes, factories, public spaces, and industrial settings.
How Far Has Commercialization Progressed?
Despite the excitement surrounding the technology, commercialization remains the ultimate test.
Daxiao Robotics has publicly discussed applications in retail, security patrols, hospitality, tourism, and intelligent facility management. The company has also highlighted pilot programs involving robotic patrol systems.
However, it is important to maintain perspective. The entire embodied AI industry remains in its early stages.
Neither Daxiao Robotics nor most of its international peers have yet demonstrated deployment at truly massive scale. Large recurring revenue streams, widespread adoption, and proven business models remain largely works in progress.
As a result, Daxiao’s next challenge may not be technological innovation but rather translating technological leadership into sustainable commercial value.
The Real Competitive Advantage: The Team
Ultimately, technology companies succeed because of people, and this may be Daxiao Robotics’ strongest asset.
The company is led by Wang Xiaogang, co-founder of SenseTime and a highly respected figure in computer vision and artificial intelligence. Educated at the University of Science and Technology of China and MIT, Wang combines world-class research credentials with extensive experience in industrial deployment. Unlike many researchers who remain focused on academia, he has successfully scaled AI technologies into commercial products, including large-scale automotive applications.
Alongside him is Professor Dacheng Tao, one of the most influential AI researchers in the Chinese-speaking world. A Fellow of the Australian Academy of Science and former founding dean of JD Explore Academy, Tao brings deep expertise in both academic research and applied AI development.
Together, they represent a rare combination of scientific leadership and commercialization experience, providing Daxiao with a significant strategic advantage.
What Is Daxiao Robotics Really Building?
Although Daxiao Robotics is often described as a robotics company, that label may actually be too narrow.
Viewed through the lens of its technology, investors, and long-term vision, the company appears to be pursuing something much larger: a foundational intelligence platform for robots.
If the future robotics industry evolves in a way that resembles the smartphone industry, robot manufacturers may eventually resemble smartphone makers, while world models function as the equivalent of Android or iOS—a shared intelligence layer that powers an entire ecosystem.
From this perspective, Daxiao’s long-term value may not come from selling robots themselves. It may come from becoming the platform upon which many future robots depend.
Whether that vision ultimately succeeds remains uncertain. But it is increasingly clear that this is the opportunity investors are betting on.
Conclusion
It is still far too early to declare any company the winner of the embodied AI race.
Global competitors such as Figure AI, Physical Intelligence, NVIDIA Cosmos, and Google DeepMind are all advancing rapidly, and the industry remains highly fluid. The technologies involved are still evolving, and commercialization challenges remain substantial.
What does seem increasingly clear, however, is that the future of robotics will be determined less by hardware and more by intelligence. The industry’s center of gravity is shifting from mechanical engineering toward world modeling, reasoning, and generalization.
In that context, Daxiao Robotics has positioned itself at one of the most important intersections in the field. Its commitment to world models, its exceptional investor base, and its leadership team have made it one of the most compelling companies to watch in China’s emerging embodied AI ecosystem.
The most important question over the next five years may not be when robots enter everyday life, but rather who succeeds in building the cognitive architecture that makes widespread robotic intelligence possible.
Daxiao Robotics is attempting to become part of that answer.

Von Branchenranking zu einer Karte der finanziellen Macht
Im Juni 2026 hat Fortune seine erste Crypto 100 vorgestellt, ein umfassendes Ranking, das darauf abzielt, die einflussreichsten Unternehmen, Protokolle und Institutionen im digitalen Vermögensökosystem zu identifizieren. Im Gegensatz zu traditionellen Rankings, die sich ausschließlich auf Umsatz, Marktkapitalisierung oder Handelsvolumen stützen, versucht die Crypto 100 etwas viel Ambitionierteres: Sie will die Organisationen kartieren, die die Infrastruktur der nächsten finanziellen Ära aufbauen.
Das Ranking teilt die Branche in zehn Kategorien auf – Zentralisierte Finanzen (CeFi), Traditionelle Finanzen (TradFi), Fintech, Dezentralisierte Finanzen (DeFi), Risikokapital, Stablecoins, Krypto-Dienste, Digitale Vermögenswerte & ETFs, Mining und Blockchain-Protokolle. Dadurch bietet es einen der klarsten Einblicke, wie sich die Landschaft der digitalen Vermögenswerte entwickelt.

Im Juni 2026 hat Oracle möglicherweise den folgenschwersten Earnings-Report seiner Geschichte geliefert. Der Umsatz im Quartal erreichte 19,2 Milliarden Dollar, was einem Anstieg von 21 % im Vergleich zum Vorjahr entspricht, während der Umsatz für das gesamte Jahr auf einen Rekord von 67,4 Milliarden Dollar kletterte. Besonders auffällig war jedoch die verbleibenden Leistungsverpflichtungen (RPO) des Unternehmens, die auf erstaunliche 638 Milliarden Dollar anstiegen, was einem Anstieg von 363 % im Vergleich zum Vorjahr entspricht. Diese Zahl bedeutet effektiv, dass Oracle einen zukünftigen Umsatzrückstand von fast zehn Jahren seines aktuellen Jahresumsatzes angesammelt hat.

Teilweiser Regierungsstillstand endet, aber ein größerer politischer Kampf steht bevor
Am 3. Februar 2026 genehmigte das US-Repräsentantenhaus knapp ein umfassendes Paket zur Finanzierung der Regierung mit 217–214 Stimmen, was das Ende eines kurzlebigen Teilschlusses der Bundesregierung bedeutete. Das Gesetz, das insgesamt etwa 1,2 Billionen Dollar beträgt, wurde schnell von Präsident Donald Trump unterzeichnet, wodurch die meisten Bundesbehörden ihre normalen Abläufe wieder aufnehmen konnten.
Doch die Vereinbarung blieb weit hinter einer vollständigen Lösung zurück. Während die Gesetzgebung die meisten Regierungsabteilungen bis zum Ende des Haushaltsjahres am 30. September finanziert, bietet sie nur eine zweiwöchige vorübergehende Verlängerung für das Ministerium für nationale Sicherheit (DHS). Diese Entscheidung verschob effektiv den umstrittensten Streit an der Wurzel des Stillstands: wie weit der Kongress gehen sollte, um Beschränkungen für die Durchsetzung der bundesstaatlichen Einwanderungsgesetze zu setzen.

Wenn Sie kürzlich durch New York City spaziert sind und einen Pop-up-Lebensmittelmarkt gesehen haben, der Lebensmittel kostenlos abgibt, besteht eine gute Chance, dass Sie bereits in der Erzählung der Prognosemärkte waren – ohne es zu merken.
Anfang 2026 starteten Polymarket und sein Hauptkonkurrent Kalshi nahezu zeitgleich „kostenlose Lebensmittel“-Aktivierungen in New York. Keine Spendenboxen, keine Krypto-Brieftaschen, keine Einführungstutorials. Nur eine Schlange, eine Tüte Lebensmittel und eine stille Markenpräsenz.
Das war keine Wohltätigkeit. Und es war kein Gimmick.

Die Ethereum-Stiftung sagt, dass ERC-8004 bald auf das Hauptnetz kommt. Für viele Menschen ist die erste Reaktion vertraut: ein weiterer neuer Standard - spielt das überhaupt eine Rolle?
Diesmal könnte es so sein.
ERC-8004 geht nicht um schnellere Blöcke oder auffälligere Apps. Es zielt auf ein unangenehmeres Problem ab - eines, das unvermeidlich wird, sobald KI-Agenten in unserem Namen handeln und echtes Geld ausgeben:
Wie wissen Sie, dass der Agent auf der anderen Seite legitim ist - und vertrauenswürdig?
1. Wenn Agenten skalieren, bricht das Vertrauen zuerst.

Moltbook: Sind Menschen noch im System?In sozialen Medien ist eine der häufigsten Anschuldigungen, die Menschen sich gegenseitig machen, einfach: „Bist du ein Bot?“Moltbook bringt diese Idee auf ihren logischen Extrempunkt. Es fragt nicht, ob du menschlich bist oder nicht – es geht davon aus, dass du dort von vornherein nicht sein solltest.Moltbook sieht auf den ersten Blick vertraut aus. Es ähnelt Reddit: themenbasierte Foren, Beiträge, Kommentare, Upvotes. Aber es gibt einen grundsätzlichen Unterschied. Fast jeder, der auf der Plattform postet und interagiert, ist ein KI-Agent. Menschen dürfen zusehen, aber nicht teilnehmen.Das ist nicht „KI, die dir hilft, einen Beitrag zu schreiben.“Es ist nicht „Menschen, die mit KI chatten.“Es ist KI, die mit KI in einem gemeinsamen öffentlichen Raum spricht – streitet, Allianzen bildet, nicht einverstanden ist, prahlt und gelegentlich einander auseinanderreißt.Menschen werden ausdrücklich an den Rand gedrängt. Wir sind Beobachter, keine Teilnehmer.

Bis 2026 hat der dezentrale Perpetuals-Markt eindeutig einen Wendepunkt erreicht.
Nach Jahren wettbewerbsgetriebener Anreize und aggressiven Liquiditätsbergungen verlagert sich der Fokus allmählich auf eine grundlegendere Frage:
Welche Protokolle sind tatsächlich in der Lage, Handelsaktivitäten in nachhaltigen, langfristigen Wert umzuwandeln?
Vor diesem Hintergrund hat sich die Diskussion um Hyperliquid über das Wachstum des Rohvolumens hinaus zu tiefergehenden strukturellen Fragen entwickelt — die Stabilität seiner Einnahmen, wie Gewinne verteilt werden, ob das Token-Angebot handhabbar ist und ob seine Marktposition über die Zeit bestehen bleiben kann.

Während die globale Risikoaversion weiterhin zunimmt, hat sich die Leistung von Vermögenswerten über die Märkte hinweg zunehmend polarisiert. Gold hat sich über 5.000 USD pro Unze gehalten, und das bereits zum zweiten Mal in Folge, während Bitcoin Ermüdungserscheinungen zeigt und auf hohen Niveaus schwebt, ohne klare Dynamik. Die Daten zum Kapitalfluss deuten darauf hin, dass Investoren systematisch die Risikoprofile verschiedener Anlageklassen neu bewerten.
Allein in der vergangenen Woche wurden mehr als 1,3 Milliarden USD aus bitcoinbezogenen Fonds abgezogen, was einen signifikanten Teil der breiteren Abflüsse aus Kryptowährungs-ETFs darstellt.

OpenMind wurde kürzlich wieder ins Rampenlicht der Kryptowährungen gezogen, wegen des öffentlichen Verkaufs von ROBO.
Diese Aufmerksamkeit ist verständlich – aber sie ist auch irreführend.
Wenn Sie OpenMind als typisches Web3- oder tokenbasiertes Projekt betrachten, ist es fast garantiert, dass Sie missverstehen, was es tatsächlich zu tun versucht.
Im Kern ist OpenMind ein Unternehmen für Robotik-Infrastruktur. Und das Problem, dem es nachgeht, ist nicht neu, auffällig oder spekulativ. Es hat die Robotikindustrie seit Jahren zurückgehalten.
Roboter arbeiten nicht zusammen.

Der Gründer und ehemalige CEO von Binance leitet nicht mehr die größte Krypto-Börse der Welt. Doch beim Weltwirtschaftsforum 2026 bleibt er ein zentraler Punkt für sowohl Medien- als auch politische Kreise.
Die Aufmerksamkeit wird nicht durch kühne Preisschätzungen getrieben – ganz im Gegenteil. Er hat absichtlich versucht, kurzfristige Marktprognosen zu vermeiden.
Ende Januar erwähnte er beiläufig Pläne, bis Ende Februar ein Memoir zu veröffentlichen. Die Bemerkung selbst war straightforward und nicht das, worum es in diesem Stück wirklich geht.
Was näherer Aufmerksamkeit bedarf, ist das Timing dieses Kommentars und die Worte, die er in den letzten Wochen wiederholt hat:

Als Binance ein 30-tägiges USD1-Sparprodukt mit fast 20 % APY einführte, war die Marktreaktion sofort und intensiv.
Große Mengen Kapital wurden von USDT und USDC in
innerhalb von Tagen.
Kurz darauf begann USD1 zu einem bemerkbaren Aufschlag zu handeln, und Diskussionen über das Abkoppeln, das Risiko eines Bankruns und ob man frühzeitig aussteigen sollte, begannen sich auszubreiten.
Anstatt voreilige Schlüsse zu ziehen, möchte ich einen Schritt zurücktreten und durchgehen, was tatsächlich passiert ist – von Preisverhalten über Renditeanreize bis hin zu den grundlegenden Mechanismen von USD1 – und sehen, ob die Bedenken strukturell oder eher situativ sind.

Wenn das Jahr wechselt, werden die Krypto-Zeitlinien erneut mit Airdrop-„Watchlists“ überflutet. Einige argumentieren, dass die Airdrop-Ära vorbei ist – aber jeder Marktzyklus produziert weiterhin neue Projekte, die sehr reale Belohnungen für Benutzer bieten, die frühzeitig und konsequent teilnehmen.
Ich habe eine breite Palette aktiver Ökosysteme überprüft und diese Watchlist basierend auf Produktreife, Teamhintergrund und Gemeinschaftsmomentum kuratiert. Um klarzustellen, können keine der unten aufgeführten Projekte einen Airdrop garantieren. Die meisten von ihnen befinden sich jedoch in einer kritischen Entwicklungsphase, was sie äußerst wertvoll macht, um sie zu verstehen – und in einigen Fällen aktiv damit zu interagieren.