Powerpei

Just so happens I have some free time tonight
I ran through the new USD1 promo on Binance Wallet

To put it simply, the official team is promoting the use case of USD1 by putting up a staking subsidy worth 400,000 USD equivalent in $BANK tokens

/

I’ve got two protocols to recommend, pick whichever suits your style:

The first is the Lorenzo pool

This protocol got a big chunk (350,000 USD reward pool)
With this subsidy hard-capping it, the current APY is showing around 18%. If you have idle funds and want to chase some short-term higher interest, this pool offers the best bang for your buck

The second is the Lista pool

Reward pool of 50,000 USD
Its base APY is relatively low (around 1%), but it has a substantial TVL depth
If you’re working with a larger capital or just want to park your funds in a classic pool while snagging some subsidies, this one's for you

The entry barrier for this promo is super low; you can start with just 100 USD1

Here’s a simple guide for newbies who haven’t used Binance Wallet:

Open the Binance App, switch to 'Web3 Wallet' at the top of the homepage
Click on the 'DeFi' section at the bottom, and you'll see the entries for Lorenzo and Lista.

Choose one, click in, input the amount you want to deposit, and confirm

/

Lastly, a straightforward risk reminder:

These high-yield pools with marketing angles have dynamic APYs

As soon as more funds start pouring in over the next couple of days, that 18% yield will be diluted quickly, so essentially, getting in early means you’re first to feast

It’s not too tricky, same old rules: use spare cash to experiment.
#BinanceWallet #USD1

StandX points halved as scheduled on May 24th.

This essentially means the project team is actively performing a "liquidity detox."

They are filtering out that batch of short-term speculative funds that only focus on airdrops and ignore product logic.

On most Perp platforms,

margin has a negative position cost (pure wear); whereas $DUSD has forcibly embedded staking yields into the margin.

What this means is: trading here, your breakeven point is naturally a few percentage points lower than on other platforms.

The $100 million TVL is already in play.
Those who got in early
have indeed built a defense line with high-weight points.

The only observation point moving forward is: can the real trading volume support the sustainability of this spread?

The market doesn’t care about narratives, only the books.

#StandX #defi

Tried buying MUOn and WDCon on Binance Wallet

That slippage snapped me back to reality

To be honest, packaging US stock assets or AI computing power into tokens and bringing them on-chain

That's just the first step, even the easiest one

The real tough nut to crack is: how to ensure the liquidity depth of these assets doesn’t feel like a dead end

If you drop 500 bucks and lose a few points

Then this RWA interaction has zero appeal for high-frequency traders

I just gave some brutally honest feedback to the backend:

First, don’t just focus on increasing supply

Now that there are more options (AI infrastructure, traditional finance, etc.), if the execution efficiency for small trades doesn’t keep up, it’s just a showcase, not a trading venue

Second, about dividends and audit transparency

What we need is verifiable real-time settlement, not waiting until the end of the month to see a PDF signed by who knows who. If I can’t verify the health of the underlying assets on-chain in real time, then that trust is still hanging on the lips of centralized entities, not etched in the contract.

The current RWA landscape has reached a critical point in the compliance and user experience tug-of-war.

Binance's current strategic layout is quite significant, but the iteration speed of the Alpha version needs to ramp up

In this space, effective tools don’t need shout-outs; the data speaks for itself

First, check out their recently updated documents to see if they’ve patched these dead ends.

#RWA

Just wrapped up the weekend's live trading error logs, my eyes are killing me.

Coincidentally stumbled upon Damo's post, and he even tagged me.

Looking at the details he reviewed in the post,

the late nights and hair loss over the past few months finally seem to pay off.

Getting into quant trading looks glamorous from the outside, but behind the scenes, it’s all dirty work.

Our system achieves a 95% win rate manually and 75% in live trading automatically.

This isn't just luck.

It’s thanks to Panda @dajingou1 grinding the robust underlying framework for stability,
@fan128168 tirelessly digging for factor strategies,
while I'm glued to live trading data hunting for bugs.

A few brothers have turned the trading logic we wrote on paper

into a real cash-generating machine.

Damo hit the nail on the head: with smart agents like OpenClaw, the barrier to entry for quant trading has indeed been shattered.

In the past, if a regular person wanted to do quant, just connecting an API and setting up a backtesting environment could scare them off.

Now AI handles the grunt work of coding for you.

But it won't just spit out cash for you.

The core of the system will always be the trading understanding in human brains.

How do you quantify concepts like "absorption" and "bullish divergence" into specific parameters that people can instantly grasp? There are no shortcuts.

It’s purely our team’s experience feeding the system one lesson at a time.

We’ve stumbled into too many pitfalls lately; the most critical lesson is signal disconnection.

Many people run backtests themselves, and when they see the curves looking beautiful, they end up losing their shirts in live trading.

Our firm directive now is: backtesting and live trading's WebSocket checks must share the same codebase, only switching mode parameters.

If you can't nail this, live trading will always be an illusion.

Also, we absolutely avoid small cap coins.

Low liquidity markets are riddled with fake signals drawn by market makers on the candlesticks.

Initially, we poured all our energy into verifying within the deep waters of BTC and ETH.

In deep waters, the signals are real.

In the AI era of quant trading, it’s no longer about syntax.

It’s about whether you can break down market intuition into cold, hard rules,

and then relentlessly crush and validate them with data.

Once this system iterates again and we start public testing with copy trading, everyone can just watch the flow.

I’m going to catch some sleep; keeping an eye on live trading is giving me a headache.

(Real thoughts, no marketing involved)

One thing that often trips up newbies in on-chain US stocks is:

When you see AAPLx, NVDAx, TSLAx, it doesn’t mean you actually hold that stock directly.

You need to clear that up first.

Some on-chain US stocks are tokenized shares.

For example, products like xStocks emphasize a 1:1 backing, meaning there's a corresponding stock or ETF supporting it.

Other products are more like price contracts.

Users get exposure to price fluctuations, but may not have real equity in the stock.

And some products are just packaged with US stock names, but the rules, redemption, trading hours, and applicable regions are all different.

So, for newbies looking at on-chain US stocks, I suggest not rushing into the code, but rather asking four questions:

First, is there real asset backing this token?

Second, am I buying stock equity or just price exposure?

Third, can I redeem it, or can I only sell it on the secondary market?

Fourth, does this platform allow users from my region to participate?

The real interesting aspect of on-chain US stocks isn’t just that US stocks can go on-chain.

What it truly changes is the trading entry point.

Previously, for regular folks to buy US stocks, they had to open accounts, deposit funds, and wait for trading hours.

Now, many on-chain products turn US stocks into assets in your wallet, allowing access to DEX, DeFi, and a 24/7 trading environment.

This lowers the barriers but also brings new risks.

On-chain trading has smart contract risks.

Tokenized stocks carry issuer and custody risks.

When liquidity is low, prices may deviate from US stock spot prices.

Different regions have varying compliance requirements.

So, my understanding is:

On-chain US stocks aren’t a shortcut tool for newbies.
They’re more like the first version of entry for US stock assets into the on-chain world.

Newbies can pay attention, but don’t just focus on the ticker.

First, look at the rules, then the liquidity, and finally the price.

#美股

On Friday, the US stock market closed, and what's worth pondering isn't just that the indexes are up again, but that the leadership positions have shifted.

Dow up 0.6%, hitting a new all-time closing high.
S&P 500 up 0.4%, marking its 8th consecutive week of gains.
Nasdaq only up 0.2%.

If it were still a pure AI-driven market, we’d typically see Nasdaq leading the charge.

But this time, that's not the case.

Funds are starting to move from 'just buying tech giants' to a broader range of sectors.

Industrials, finance, utilities, and other previously less exciting sectors are starting to catch some buy orders.

This actually signals a new phase for the US stock market:

AI is still here, but it’s not the only game in town.

In the past two years, the market has been buying NVDA, cloud firms, models, and computing power, but now the funds are starting to ask more realistic questions:

After the data centers are built, where’s the power coming from? Who supplies the equipment? Who’s handling the financing? Where’s the cash flow going?

So now, the market narrative isn’t just about tech stocks, but about the spillover of AI capital expenditures.

No need to get too hyped in the short term.

After 8 weeks of gains in the S&P 500, it's prone to profit-taking; the lack of clear leadership in Nasdaq also indicates that the tech sector isn’t in a blind rush phase.

But as long as the index doesn’t break down from high levels and sector rotation continues, the breath of the US market hasn’t dissipated.

What’s more worth watching now isn’t whether 'AI is still viable,' but where the funds will flow after moving out of AI leaders.
#USMarket

Before the TGE, I usually focus on one thing: is it a ticket for the next stage?

Bullbit's TaskOn mission is live now, and it's a smooth process: connect your wallet, complete tasks, and stack up points.

https://taskon.xyz/quest/60235145

The TGE is set for the end of June 2026, and Phase 2 is coming up soon.

The points you're stacking now could very well be the basis for your level and participation eligibility later.

Whitelist users start with +50 points.

Don't wait until the trading competition kicks off to realize you haven’t entered the game yet.
#BullbitTGE #Airdrop @BullbitDEXHQ

Note: The above content is purely informational and not investment advice!

Just finished flexing two slices of pizza at noon, and I stumbled upon this long article and poster posted by Kim from Binance's Chinese community.

I casually asked him to whip up a similar poster, and he delivered right away.

Honestly, it's pretty touching to hear an official say, "We need to understand what everyone truly cares about and bring back the real voices." It resonates with me.

When folks vent in the group, it's often because they've been battered by the market and can't find real feedback.

Kim's willingness to bend down and listen to complaints really adds a human touch to this cold trading platform.

Recently, the market took a dive with gold dropping sharply, leaving a bunch of people in a daze. Over in the US, the tech giants are splitting at high positions, and even oil is bouncing around.

Taking advantage of the recent anxiety, Binance Square launched a posting activity that everyone can join.

I took a close look at the rules—it's just a simple giveaway.

The time span is pretty long, from May 20th all the way to the morning of the 29th (07:59 UTC+8).
The barrier to entry is low: just include the topic #在币安广场聊传统金融 and write an original piece that's over 100 words.

You can freely share your thoughts: like discussing which tech giant is swimming naked, whether gold's recent pullback is a good buy-in opportunity, or what the next script for oil cycles looks like.

In the end, the officials will select 50 creators based on real interaction data like views, and they'll split a $1000 token voucher (credited directly before June 18th).

Brothers with ideas, take advantage of Pizza Day to write some real talk in the Square and maybe earn back your pizza money for next month. I finished eating and am ready to start typing too.

After checking out Nvidia's earnings report last night, I'm even more convinced of one thing:

The AI wave isn’t over, but the phase of "blindly buying tech giants" is pretty much done.

If you look at this scorecard, it’s actually so strong that there’s not much to nitpick.

Quarterly revenue hit $81.6 billion, with a year-on-year increase of 85%.

Next quarter's guidance is still above market expectations, and they casually threw in an $80 billion share buyback.

Based on the market vibes from the past couple of years, this level of data would usually be enough for another round of euphoria.

But not this time.

After hours, the stock price dropped by 1.6% at one point. This actually says a lot: it’s not that the earnings report wasn’t good enough, but rather that the market's threshold has been raised too high.

In the past, everyone was buying into the idea that "AI is definitely going to be huge," so as long as you were on that line,

you’d get valuations, imagination, and emotional premiums. Now, it’s different.

The market is starting to seriously ask: when will your capex actually turn into revenue, profit, and cash flow?

In simple terms, AI trading has shifted from phase one to phase two.

Phase one was about who could tell the best story.
Phase two is about who can turn that story into real cash.

So, the divergence in US tech stocks right now essentially reflects the market filtering out the players:

Who is the rock-solid anchor, and who is just an emotional bubble?

The former, even if pricey, the market is still willing to give a premium because they’ve proven they can convert AI into orders, cloud revenue, and industry pricing power.

The latter is different; they soar the highest during rallies and have the sexiest narratives, but if they lag even a little in delivering, their valuations will take the hit first.

I’m increasingly feeling that this isn’t a sudden burst of an AI bubble, but rather the market finally starting to pick winners.

What can still hold steady isn’t about who tells the best AI story, but who first turns AI into a profit statement. #在币安广场聊传统金融

The biggest bottleneck for AI Agents may no longer be model capability, but rather the trust layer.

Over the past year, I've deeply utilized Claude, Grok, o1, and several open-source agent frameworks.

They've become quite strong in complex reasoning, long-context planning, and code generation, but once we dive into real-world execution, long-term memory assetization, and cross-system value transfer, they all hit a wall:

> Outputs are not auditable,

> Decision-making processes are a black box,

> Reputation cannot be quantified or solidified.

Without a verifiable infrastructure, even the strongest models struggle to truly support the Agent Economy.

This is why I'm keeping an eye on the AI alliance initiated by @NeoSoulAI in collaboration with OG, Primus Labs, Cregis, and other projects.

What I find truly interesting is not just the synergy among multiple projects, but their attempt to fill the critical foundational capabilities missing in the Agent Economy:

➤ OG provides modular infrastructure for storage, computation, DA, and on-chain execution, giving agents a reliable, auditable body.

➤ NeoSoul is developing AI-native prediction markets + Agentic Oracles, transforming the uncertainties of the real world into staking, challengeable, and settleable signals, which could become an important entry point for Agent Reputation.

➤ Other partners will work on critical modules like memory assetization, privacy validation, autonomous trading, and stablecoin payments.

I'm increasingly leaning towards a judgment:

The future of the Agent Economy is likely not about creating a universal super-agent, but rather about many specialized agents competing, collaborating, and mutually validating in a verifiable environment, gradually filtering out truly valuable systems through outcome-based reputation.

This holds more structural significance than a single project trying to go it alone.

Of course, let's not ignore the cold hard facts:

→ Cold Start,

→ Sybil Resistance,

→ Cross-project reputation interoperability.

Each of these issues is no small feat, and whether this alliance can genuinely get it right still needs time to prove.

But at least the direction is correct.

Rather than just rolling out stronger demos,

It's better to first establish verifiable infrastructure and outcome-based reputation.

If the Agent Economy is really going to enter the economic activity layer, I actually think:

Prediction markets and trust layers

are likely to be more important than the models themselves.

Activities are already live on Galxe and TaskOn, so if you're interested, you can participate.

【Voting kicks off on May 28 | June 4 \ $TEA officially TGE: TEA is building the 'trust layer' for software in the AI era】

AI is making ‘coding’ easier than ever

But what’s really scarce in the software world isn’t the code itself, but rather: trust

Current AI Agents can already:
▪ Auto-generate code
▪ Auto-test and deploy
▪ Quickly pull various open-source components

Software development efficiency has indeed skyrocketed.

However, a deeper issue is surfacing:
Do you really know what the software you’re using depends on at its core?
In reality, almost every App, website, or AI product is built on a vast open-source dependency system:

▪ Packages
▪ Dependencies
▪ Maintainers
▪ Governance

These often 'invisible' infrastructures truly determine whether software is safe, stable, and trustworthy.
What the Tea Protocol aims to do is to create an economic system out of this infrastructure.
——————————
🚨 The timeline for TEA is becoming clearer:
📍May 28
Aerodrome voting starts, lasts for 1 week
📍June 4
\$TEA officially TGE
The official announcement also mentioned:
More CEX listings are expected to be announced in the coming weeks.
——————————
Through the Tea Network and TEA DApp, users and developers can:

▪ Discover quality open-source projects
▪ Track software dependencies
▪ Verify code sources and trustworthiness
▪ Participate in governance and ecosystem incentives
▪ Support truly important open-source contributors

If I had to sum it up in one sentence, what TEA aims to do is:
Provide a layer of 'trust infrastructure' for the software world in the AI era.
In the future, AI will undoubtedly generate more and more code.
But what really matters isn't who writes faster, but who can establish the trust system behind the code.
That’s why I believe Tea Protocol is worth keeping an eye on.
📢 Official announcement tweet: https://reurl.cc/L2g64x
📢 The Tea party is officially starting, don’t miss out! https://reurl.cc/A9a0XY

In the past couple of days watching Hong Kong IPOs, my biggest takeaway is not that the hype has cooled off, but that making profits is starting to get tricky.

As of May 20, 2026, the market hype is still there:

> Topcon CNC's dark trading once soared 47.8% above the IPO price
> Yushi Technology's dark trading, however, dipped 1.2% below the listing price
> Danano Pharmaceuticals-B reportedly oversubscribed over 9000 times in the public offering
> Yunyinggu Technology, Deep Learning Intelligence, and Huaxida are still in the issuance phase.

On the surface, the new stock market still looks hot.

But looking at all this together, my feeling is clear:

It's not that there's no money left,
but that the market is starting to clearly pick and choose stocks.

Those that can secure high premiums are usually still in a few categories:
Scarcity in the track
A clear narrative
A more appealing chip structure

So, Hong Kong IPOs in 2026 are shifting from a phase where any hype could push them up, to a phase where only recognizable names attract attention.

In a nutshell:

Hong Kong IPOs haven't fizzled out,
but the phase of easy profits is basically over.
#港股打新

A lot of stablecoins are actually in a bit of an awkward spot.

When they first launch, they can talk a big game about issuance scale, reserve backing, partnerships, social media buzz—it's all very polished.

But after a while, the core question often boils down to just one:

Is it actually being used in the wild?

If users are just stashing it in their accounts, trading it occasionally for promotions, or it’s only popping up in announcements, then it’s essentially a "static stablecoin."

So when I saw Binance roll out the BTC/USD1 perpetual contracts, my first instinct wasn’t just to call it bullish.

I thought, this is putting USD1 into a space that the market can actually test.

The BTC perpetual scene is very real.

High trading frequency, high liquidity demands, and picky users.

If it’s not user-friendly, they won’t use it; if the slippage is uncomfortable, they will swap; and if capital efficiency is lacking, they won't stick around.

This is different from standard partnership announcements.

Partnership announcements can weave a narrative, ecosystem activities can boost short-term metrics, but derivatives trading environments can’t rely on sentiment for the long haul.

If USD1 gets into Binance Futures and really starts generating volume, margin requirements, and a habitual usage pattern, then its role won’t just be “some new stablecoin.”

It will start to resemble settlement fuel within the trading system.

Conversely, if the hype dies down and no one continues to use it, that also signals the market just bought into a narrative for a brief moment.

This is quite crucial for $WLFI as well.

Because whether $WLFI can keep the narrative alive hinges not just on how much attention the Trump tag can draw.

More importantly, can USD1 transition from being a topical stablecoin to one with a genuine usage pathway?

I believe the next round of competition among stablecoins will become increasingly pragmatic.

Issuance volume, backing, partnerships, and buzz are certainly important, but those can only determine if the market will notice it.

What truly decides whether it sticks around is if it enters the daily trading, margin, settlement, and on-chain liquidity scenarios of users.

Binance has given USD1 an entry point.

Now it’s not about how the story is spun,

but whether traders will actually use it.

That’s more honest than any announcement.