大晖哥

Faced with Binance's sweep and bloodbath, compliant (onshore) trading platforms can only watch helplessly.
As for other offshore platforms, there aren't many effective response plans available.
Chinese people emphasize 'timeliness and trends'; the only thing offshore platforms can do is meticulous operation, honing their internal skills, and looking for those niche opportunities that Binance does not want to pursue, is unwilling to pursue, or has temporarily overlooked.
Fortunately, the exchange industry is somewhat like securities companies— as long as users continue to trade, they can survive long-term and continue to make profits.
Having dozens or even hundreds of platforms coexisting is the norm.
But now, the scale of Binance and #BNB is already ten times larger than that of all other offshore platforms combined.
The industry concentration has reached a historical record, known as 'one super and many strong'.
In fact, Binance's journey to today is certainly not due to luck; once, around 2023, at the Binance Chinese meeting in Dubai, He Yi mentioned the transition from 'good to great'. I also discussed this issue with Yi Jie, asking how to achieve the transition from 'good to great'; currently, Binance has achieved this 100%.
Since its founding, Binance has made the right choices at almost every key juncture and executed them nearly perfectly:
Founder CZ is a Canadian-Chinese engineer, and co-founder Yi Jie is a marketing expert deeply connected with CZ;
At the end of 2017, decisively went overseas, rising to industry leader from spot trading;
Acquired the old team of OKX, quickly filling the contract gap;
Launched the BNB public chain, turning the platform token into a public chain ecosystem;
Headquarters relocated to Dubai, securing investment and protection from the Abu Dhabi Sovereign Fund;
Attracting traditional financial institutions and listed companies to include BNB in their treasury, further expanding the BNB ecosystem.
Now, Binance and BNB only need to be accountable to Middle Eastern investors (Dubai, Abu Dhabi);
They neither need to heed the U.S. nor the Chinese government's opinions—of course, excluding counter-terrorism and anti-money laundering regulations.
Other offshore platforms, however, are still being pursued and blocked by regulators from various countries.
The 'destructive power' of Crypto is too great; aside from the U.S. and China, even Singapore and Hong Kong find it difficult to fully digest.

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"White-haired Stock God" Serenity spills the tea: Nvidia and Google are rolling out the 800V high-voltage direct current (HVDC) power architecture ahead of schedule, now aiming for small-scale shipments in Q3 2026.
First applications include:
Nvidia's Vera Rubin platform
Google's next-gen AI data center
Why the rush? Because server power consumption has skyrocketed from tens of kilowatts to megawatt levels; the old setups just can't cut it anymore.
Beneficiary supply chain list:
Delta Electronics (2308)
Vertiv (NYSE:VRT)
Songchuan Precision (7788)
Schneider Electric
Eaton (NYSE:ETN)
Siemens (PINK:SIEGY)
In simple terms: the power management and data center infrastructure sectors are set to see a noticeable boost.

US-Iran Peace Deal Hits, Oil Plummets, Stock Market Set to Rally

Big news, geopolitical risks cooling down

The US and Iran have reached a peace deal, with a 'Memorandum of Understanding' set to be officially signed this Friday (June 19) in Switzerland.

Key points are twofold:

Free passage through the Strait of Hormuz
US lifting sanctions on Iran
In the next 60 days, they'll negotiate the final agreement, mainly discussing sanction relief, nuclear issues, how Iran will rebuild, and how to supervise the execution.

The capital markets are already reacting:

Oil prices crashing
US stocks soaring
Expect A-shares and Hong Kong stocks to follow suit.

HPYE 70 is in the bag
Recently, my gains have been all about HPYE and WLD

Circle is launching the ARC token, not just a simple coin drop.

They're designing a profit-sharing mechanism for the entire Arc network: developers, financial institutions, end users, and governance participants are all included in the ecosystem.

At the same time, Circle is holding onto 25% of the ARC.

Essentially, Circle is no longer just the parent company of USDC.

They're building a superflywheel of: stablecoins + payments + on-chain capital markets + financial infrastructure.

A Deep Dive into Crypto's Pricing Power on Wall Street

On Binance, users are holding 606,700 BTC

That's below BlackRock's Bitcoin ETF IBIT with 822,700 BTC
And also below Strategy's holdings of 818,300 BTC

On Binance, users are holding 3,760,000 ETH

That's lower than BitMine's 5,180,000 ETH
And close to BlackRock's Ethereum ETF ETHA holding 3,160,000 ETH

Big players in BTC and ETH—BlackRock, Strategy, and BitMine

You can still actively boost your wealth and power ranking in the AI era; the window of opportunity might not last long.
The scariest thing in the future may not be unemployment, but rather that AI could solidify social mobility.
In the end, most people will only have: consumption, emotional value, and genetic diversity.
Those who master AI, computing power, data, and capital will see the gap widen with ordinary folks. In the future, many will only be able to passively accept 'nipple entertainment,' making it tough to change their social class.

Every crypto trader should hold Circle. Circle is the hope for widespread adoption in the crypto space.

Starting in June
SpaceX, OpenAI, and Anthropic will be going public
It's expected that these three companies will raise over $240 billion combined
Will we see a liquidity crunch?

Dog farm, don't cut me
Current price, buy BTC, ETH, BNB, PEPE, FORM
What else can I buy?
Last 10U, also fill it up

New evidence has emerged in the Meme coin "LIBRA" scandal involving Argentine President Milei.

According to The New York Times, investigations show that Argentine President Milei had 7 phone calls with related entrepreneur Mauricio Novelli on the night of February 14, 2025, when the Meme coin "LIBRA" was launched, covering the time before and after his promotional post on X (Twitter).

Key points:
1. The timing of the calls highly overlaps with the promotional nodes.
2. Suspected payment recordings + draft funding arrangements appeared in the mobile evidence.
3. There is a clear conflict with previous public statements that claimed "no connection."

Currently, Milei has not been formally charged but has become a key target of the investigation.

Born in Russia and long-term resident of Dubai, Telegram founder Pavel Durov revealed that 65 million Russians use Telegram daily, with over 50 million sending messages each day.
There are approximately 110 million to 120 million adults aged 18 and above in Russia, meaning that over 50% of Russian adults use Telegram.
Iran has about 50 million Telegram users.
There are around 70 million adults aged 15 and above in Iran, meaning that over 70% of Iranian adults use Telegram.

Not a complete recovery, but the most dangerous phase may have passed.
Shipping in the Strait of Hormuz is slowly recovering.
An Indian-flagged very large LPG ship, Green Sanvi, has successfully sailed out of the Persian Gulf and reached the waters near Muscat, Oman.
This is the 7th similar vessel to complete transit recently.
Key details:
· Flying the Indian flag, with Indian crew
· Operated by the Japanese Mitsui OSK Lines' Indian subsidiary
Possible market signals:
· Shipping is undergoing a "tentative recovery"
· Energy transportation risks are decreasing
· Geopolitical risks in the Middle East are beginning to ease.
For the investment market, oil prices are starting to decline from high levels, liquidity in risk assets (U.S. stocks/Crypto) will return, and value restoration is beginning.

Great news, the bull is back, the return is fast
The oil shipping route is smooth, and the oil prices are expected to drop, while risk assets (U.S. stocks / Crypto) are set to rise
Key changes in the Strait of Hormuz
A French background container ship CMA CGM Kribi has successfully crossed the Strait of Hormuz, becoming one of the first known Western European vessels to successfully pass through since this round of conflict began.
Route:
Departing from near Dubai
Sailing along the Iranian coast
Through the channel between Qeshm Island & Larak Island
Currently in waters near Muscat, Oman
The signal is very clear: the shipping route is restoring its passage capacity, even if it is 'borderline passage'

Hong Kong stablecoin licenses are more 'cautious' than expected.
The first batch of stablecoin issuer licenses, originally scheduled to be issued in March 2026, has yet to materialize.
Market consensus is clear: the first batch will most likely belong to the two major issuers - HSBC and Standard Chartered.
In the second tier, Futu Securities and OSL have become the most noteworthy players.

OpenAI has completed a new round of $122 billion Pre-IPO financing, with a post-investment valuation of $852 billion.
The investors include: Amazon ($50 billion), NVIDIA ($30 billion), and SoftBank ($30 billion).
Among them, Amazon has a performance guarantee, which must meet one of the following: an IPO or the realization of General Artificial Intelligence (AGI); NVIDIA and SoftBank are funding in batches (July, October, etc.).
Other investment institutions include: Andreessen Horowitz (a16z), BlackRock, Sequoia Capital, Temasek, Fidelity, etc., totaling about $70 billion.
For the first time, “individual investors” have been introduced, raising funds through bank channels: about $3 billion, and also secured an additional credit line of about $4.7 billion from banks such as JPMorgan, Goldman Sachs, and Citibank.
On the data side, OpenAI's annual revenue is about $24 billion, with over 900 million monthly active users, and corporate revenue accounting for 40%.
The sudden surge of Fundrise Innovation (NYSE:VCX), which holds private equity in OpenAI, Anthropic, SpaceX, etc., is likely related to the news of OpenAI's massive financing, with intraday drops of 8%, closing up nearly 18%, and continuing to rise 3.6% after hours, with a cumulative increase of over 40% (unit price from 95-137).

Hong Kong listed company Bit Metaverse (08645.HK) announced that Hu Mingdai resigned as executive director and was reassigned as the group's director of administration; appointed Tian Jia as executive director with an annual salary of HKD 240,000 for a term of 3 years, responsible for the company's technology strategy, blockchain/metaverse business, and virtual asset-related layout.
As of March 30, 2026, Bit Metaverse's closing price: HKD 0.47, market capitalization: approximately HKD 363 million.
Tian Jia is a well-known figure in the Crypto industry, 39 years old, Bachelor of Engineering from Tsinghua University, and Master of Computer Science.
His resume includes: software engineer at Baidu and Alibaba, CTO of Fortune Function, advisor at Ant Mining Pool, CTO of Pyra, and venture partner at ZhenFund.

I think many people overlook a problem:
Social collaboration and organizational structure is an extremely complex system.
Now, the 'One Person Company' (OPC)
is not much different from the 'mass entrepreneurship and innovation' around 2015.
Starting a business without considering the business model will ultimately lead to a mess.
The greater probability in the future is not that 'One Person Companies' will bloom everywhere, but rather that more people will be unemployed.
AI does not replace jobs; it replaces nodes in the chain of socialized collaboration. When a large company starts using AI to cut out the middle layers, those who are released will not automatically become the bosses of 'One Person Companies', but rather become people without income.
There will definitely be a small group of people who can successfully run the 'One Person Company' model. For example:
- Tech wizards who create products alone and live on subscription income or sell to large companies, such as OpenClaw.
- Super individuals who take orders based on personal branding, with extremely high profit margins, such as self-media and influential figures.
But this is just like 'mass entrepreneurship': what you see are the survivors; no one mentions those who died within three months.
In the context of the significant productivity improvement brought by AI large models and high-performance robots, the tools have become stronger, but the speed of iteration has become faster, and the life cycle shorter.
The biggest pitfall of 'One Person Companies' is: it leads us to believe that we can succeed without dealing with complex systems. But the real world has never operated this way.

In the past seven years, the changes have been significant.
In 2017, discussions were about whether it was possible to buy Crypto.
By 2026, discussions shifted to whether it was possible to use Crypto to buy a house.
Crypto assets are transitioning from 'speculative products' to 'collateralizable assets'.
This time, it's related to the U.S. real estate sector’s state-owned enterprise—Fannie Mae, which was the main character in the 2008 'subprime mortgage crisis', surprisingly wants to engage in Crypto-backed mortgages.
Mortgage service provider Better Home (NASDAQ:BETR) and Crypto exchange Coinbase (NASDAQ:COIN) have collaborated to launch a new product:
When you apply for a mortgage to buy a house, you can use your Crypto assets as collateral for the down payment without having to sell them for cash.
Although using Crypto assets to buy a house is not a novel idea and similar products have been available in the market for a while, the key this time is Fannie Mae's involvement.
The ideal scenario for this play is:
Buying a house → Using Crypto assets as collateral for the down payment → Obtaining a mortgage → The house appreciates + Crypto assets still in hand.
Fannie Mae, to put it bluntly, is the 'national team' of the U.S. mortgage market.
It does not lend money directly to homebuyers; instead, it buys mortgages from banks, allowing banks to have funds to continue lending.
It's essentially a 'funding pump' for the mortgage market, ensuring that homebuyers can borrow money when purchasing a house.
Founded in 1938, it has the backing of the U.S. federal government, is regulated by the Federal Housing Finance Agency, and primarily serves low to moderate-income families.
The 2008 'subprime mortgage crisis' plunged many U.S. financial giants into trouble. Fannie Mae and Freddie Mac were taken over by the government, and Lehman Brothers went bankrupt, becoming a hallmark of the global financial crisis.
This time, Fannie Mae's entry to support Crypto-backed mortgages sends a clear signal: the mainstream financial system is starting to take Crypto assets seriously.
Xiao Huihui believes this is a tangible benefit for the Crypto industry, but is also concerned that Fannie Mae might mismanage risks and mess up, after all, they had a slip-up ten years ago.