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Article

SpaceX Binds Cursor: An AI Gamble of 'Locking in First, Acquiring Later'

When SpaceX announced the option to acquire AI programming company Cursor for $60 billion, along with a clause stating 'if not acquired, a $10 billion cooperation fee must be paid', this news quickly caused a stir in global tech and capital markets. However, to merely view it as a potential acquisition deal underestimates the strategic depth behind this arrangement. From structural design to resource exchange and industry timing, it resembles a systemic positioning around the 'core entry of the AI era'.
1. From 'acquisition' to 'option control': a meticulously designed transaction structure

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Article

Q1 2026 'Charting Crypto' In-Depth Analysis: How the Crypto Market is Entering the 'Institutional Dominance Era'

In Q1 2026, the report 'Charting Crypto' jointly released by Coinbase Institutional and Glassnode provides the market with a panoramic analysis framework centered on on-chain data and institutional perspectives. The key takeaway from the report this quarter isn’t the price itself, but rather the profound changes in market structure: crypto assets are gradually evolving from a high-leverage, high-volatility speculative market to a macro asset class driven by institutional dominance and risk management.
Market reconstruction post-deleveraging: risks are shifting from 'explosive' to 'manageable'

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137 · Market Sentiment✨ 4-29

24H Highlights - Market Overview

1. The crypto market saw liquidations of $195 million in the last 24 hours, with long positions accounting for $129 million;

2. Pumpfun burned around $370 million $PUMP and initiated a "50% Revenue" programmatic buyback and burn (1 year);

3. US OFAC: Prohibiting and warning against sanctions related to "Strait of Hormuz toll" payments;

4. #Robinhood Q1 crypto business saw a significant decline, with post-earnings drop exceeding 6%;

5. LayerZero pledges to invest over 10,000 ETH into DeFi United, led by #Aave ;

6. RWA yield platform Nuva Digital completes $5.2 million seed funding, led by Morgan Creek Digital;

7. Bitwise CIO: Strategy (including STRC) could be the single biggest factor for Bitcoin's rebound, with the upward trend likely to continue;

8. Amboss launches RailsX: Self-custody Bitcoin and stablecoin trading on the Lightning Network;

9. Market and stock overview: #ETH short-term breakout above $2300; US stocks closed down, with crypto-related stocks broadly lower.

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Article

SOXX Investment Guide: From Holdings to Comparisons, Understand Semiconductor ETFs in One Go

Recently, SOXX has been a hot topic in the market, with the US semiconductor sector gaining significant attention fueled by the AI wave. Currently, semiconductor stocks account for a record 16.1% of the S&P 500 index market cap, tripling since the bear market of 2022, and surpassing the peak during the 2000 internet bubble by 11 percentage points. In contrast, defensive sectors including energy, healthcare, consumer staples, and utilities only make up 19.2%, which is 4 percentage points lower than the highs of 1999. This imbalance between offense and defense highlights the current strong position of the semiconductor sector.
As an ETF under iShares focused on the semiconductor sector, SOXX serves as a convenient tool for investors to easily get exposure to the entire chip supply chain.

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137 · Market Sentiment ✨ 4-28

A Quick 24H Rundown - Market Overview

1. Geopolitical uncertainties causing turbulence: #BTC briefly dipped below $77k, with $395 million liquidated in 24 hours;

2. Divergence in US stocks, crypto stocks taking a hit: COIN -1.86%, HOOD -1.15%;

3. ZetaChain: GatewayEVM contracts targeted in an attack, cross-chain trading suspended;

4. #Aave leading the ‘DeFi United’ rsETH recovery action: raised over 132k ETH (over $300 million);

5. US ‘Strategic Bitcoin Reserve’: White House advisor hints at a ‘major announcement’ in weeks, bill renaming to push for legalization;

6. Solana Foundation: Eco chooses Falcon as the post-quantum signature solution and has completed initial implementation;

7. Polymarket: $1 million liquidity rewards distributed on CLOBv2 migration day;

8. AWS Bedrock set to directly open OpenAI models in the coming weeks, launching a joint development environment;

9. Polymarket high-stakes betting activity: two addresses combined bet around $470k on NBA point spreads;

10. Japan's macro data: March unemployment rate at 2.7%, job openings/applications ratio at 1.18.

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Is the App Era Coming to an End? OpenAI is Redesigning 'Smartphones'

In recent years, AI companies like OpenAI have been breaking through tech boundaries at lightning speed, evolving from basic chat models to AI Agents with real 'execution power.' When this capability merges with our most essential device—smartphones—a quiet revolution in 'entry points' is underway. According to multiple industry sources, OpenAI is pushing a game-changing initiative: to create a next-gen smartphone centered around AI Agents, collaborating with key supply chain partners like MediaTek, Qualcomm, and Luxshare Precision Industry, aiming for mass production by 2028. This isn't just an upgrade in hardware; it could signal the end of one era and the dawn of another.

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137 · Market Sentiment✨4-27

Reviewing the 24H Hotspots - Market Overview

1. This week is packed with macro data and earnings reports: #FOMC利率决议 will be announced, with tech giants revealing their earnings;

2. Crude Oil: The deadlock in US-Iran negotiations and restricted shipping in Hormuz are pushing oil prices up; Goldman Sachs raises Q4 target price to $83 for #WTI ;

3. Major token unlocks this week: total value around $102 million; #SUI will unlock approximately $40.19 million on May 1;

4. Follow-up on the White House Correspondents' Association dinner shooting/safety incident: the suspect will be prosecuted in federal court on the 27th, with statements from multiple government officials;

5. Security incident: Scallop reportedly suffered an exploit, losing 150,000 SUI; the project team claims they will fully compensate;

6. US Treasuries/Fed: This week we’re watching for interest rate decisions and Treasury auctions; swap markets show about a 40% chance of interest rate cuts by year-end;

7. #BTC ETF: has seen only 9 instances of "monthly net outflows" since January 2024;

8. Coinbase Bitcoin premium index has been positive for 18 consecutive days, indicating strong demand in the US spot market;

9. Nasdaq-listed Tron Inc. discloses increased holdings in TRX, with #TRX reserves rising to over 693.3 million coins;

10. #PiNetwork will sponsor Consensus 2026 (Miami), with both founders planning to speak.

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Nasdaq Hits New High, Who's Really Driving This Rally?

Recently, the Nasdaq Composite Index, representing the US tech stock market, has hit new intraday all-time highs. Meanwhile, crypto-related stocks have notably strengthened. At first glance, this appears to be a classic tech-driven rally, but when we break it down using weight structure, volatility indicators, and sector rotation rhythms, we can see that this rally is actually driven by a triple mechanism of 'concentration of weights + enhanced profit expectations + released risk appetite.'
From panic to recovery: A quant path based on VIX sentiment.
In the past month, the most significant change in the market isn't the price itself, but the reconstruction of the risk pricing mechanism. Sentiment indicators, represented by the CBOE Volatility Index (VIX), provide the most direct quantifiable evidence.

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Article

A Half-Month Review of the Trillion-Yuan Forecasting Market: Hot Events Erupt Collectively, Perpetual Futures Gain Market Footprint, Crackdown on Insider Trading Intensifies

The market forecasting industry is currently experiencing rapid growth and has developed into an important financial and informational tool. This article summarizes recent hot topics, platform transaction data, feature updates, and regulatory developments over the past two weeks, supplementing multiple dimensions to provide a comprehensive analysis. From April 10th to 24th, 2026, geopolitical conflicts, sporting events, and the 2028 general election will collectively drive market activity.
Summary of market participation hot topics in the past two weeks
In the past two weeks, geopolitical events have dominated the market, sporting events have contributed the main trading volume, contracts related to the 2028 election have continued to attract funds, and cryptocurrencies and economic indicators have provided additional opportunities. News events directly drive odds fluctuations and changes in trading volume.

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137 · Market Sentiment ✨ 4-24

24H Hotspots Recap - Market Overview

1. #BTC Intraday volatility intensifies: dipped below 77,000, then bounced back above 78,000;

2. April 24th options expiry looming: BTC/ETH nominal value totals approximately $9.87 billion;

3. US stocks close down, crypto-related stocks weaken: COIN -3.41%, HOOD -4.95%;

4. #MegaETH Official announcement for April 30 TGE: claims 10 applications are already live on-chain; pre-market and unlocking rules update;

5. $AAVE spearheads 'DeFi United' to address KelpDAO/rsETH vulnerability follow-up, gap around $292 million;

6. US military personnel arrested for insider trading in prediction markets; Trump states he will investigate federal betting issues;

7. Tether freezes about $344 million USDT on Tron; Ethereum network mints an additional 1 billion USDT;

8. Middle East tensions and Strait of Hormuz risks disrupt: oil prices break $101, dollar strengthens, gold retreats.

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Article

Iran-U.S. Conflict in Two Weeks: Strait of Hormuz Paralysis, Yet Financial Markets Strengthen Against the Tide

In the past two weeks (from April 9 to April 23), the situation between Iran and the U.S. has shown a complex mix of extended ceasefire and actual maritime friction. This article systematically reviews both sides' military actions, diplomatic negotiations, the current state of passage through the Strait of Hormuz, and the impact on global financial markets. The U.S. is applying pressure through a naval blockade, while Iran is countering by seizing merchant vessels. This key shipping route, responsible for about 20% of global oil transport, has become the focal point of the conflict, continuously affecting energy supply and market expectations. Overall, the conflict has shifted from potential military confrontation to a phase of economic pressure and diplomatic maneuvering.

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Article

When Tesla is No Longer Just an Auto Company: A Deep Dive into Tesla's Q1 2026 Earnings Report

On April 22, 2026, after hours, #Tesla released its Q1 earnings report. At first glance, it's a 'slightly better than expected but with some red flags' quarterly performance report. However, when viewed through a longer-term strategic lens, this earnings report actually marks a crucial pivot in the company's growth trajectory. In this report and the subsequent earnings call, Elon Musk repeatedly highlighted the importance of artificial intelligence, autonomous driving, and humanoid robotics, indicating that the company is transitioning from being a core EV manufacturer to an AI-driven integrated tech platform. This transformation will not only alter the company's business structure but will also reshape its valuation framework and market expectations.

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137 · Market Sentiment✨ 4-23

24H Highlights - Market Overview

1. US stock markets closed strong, with the S&P and Nasdaq hitting new closing highs; crypto-related stocks on the rise;

2. Tesla Q1 FY2026: No Bitcoin trades reported; digital asset book value drops to $786 million;

3. SBF temporarily withdraws motion for retrial, claiming he can't get a 'fair hearing' from Judge Kaplan;

4. Bloomberg: Blockchain Capital plans to raise $700 million for two new funds;

5. Concerns over market 'insider betting/compliance' heat up: New York Governor takes action, multiple states restrict participation of government employees;

6. Dispute with #WLFI escalates with Sun Yuchen: Eric Trump speaks out; lawsuit claims threats to 'burn tokens';

7. Trump Media Technology Group CEO Devin Nunes resigns, Kevin McGurn appointed as interim CEO;

8. #Believe App founder arrested: facing second-degree strangulation and assault charges; BELIEVE down over 99% from its peak;

9. Binance launches #Alpha Page (Alpha Zone);

10. SpaceX IPO filing risk notice: Orbital AI computation/data centers and deep space industrialization still in early stages; Starship delays may limit growth;

11. #Anthropic Court documents (Axios cites): If the model is deployed by the Pentagon, the company will be 'unable to control or shut down';

12. #Polymarket reported to be preparing perpetual contracts (perps): opens waitlist for up to 10x leverage.

BTC+0.03%

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Article

SpaceX IPO Countdown: Unpacking the Real Returns of Pre-IPO Investments

In April 2026, SpaceX secretly filed for an IPO with the SEC, aiming to kick off a roadshow around June, planning to raise approximately $75 billion, with a valuation potentially reaching $1.75 trillion. This could become one of the largest IPOs in history. At the same time, AI giants like OpenAI and Anthropic are nearing their own IPO windows, creating a rare super IPO cycle. Many investors are seeing this as a chance and are actively looking for Pre-IPO entry points. Historical data shows that among retail investors participating in these investments, about 80% end up seeing their actual returns turn negative within six months post-IPO. The reasons include fee erosion, liquidity constraints, and poor timing on exits.

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Article

$ASTEROID Narrative Drives ETH Mainnet: Observing On-Chain Activity Behind the Ten Thousand Times Increase

In just a few days, a memecoin named #ASTEROID on the #ETH mainnet started from a low market value of several tens of thousands of dollars and achieved an astonishing increase of nearly ten thousand times, with a peak market value once soaring to 160-170 million dollars, quickly igniting the attention of the entire cryptocurrency market. This article will explore this phenomenon, comprehensively sorting out the complete context of $ASTEROID from the origin of the story to the heat wave it triggered through token price performance, narrative fermentation process, community FOMO sentiment, active indicators on the ETH mainnet chain over the past 7 days, as well as historical background and risk discussions, demonstrating how meme narratives have sparked a wave of short-term trading frenzy and network activity pulse on the ETH mainnet.

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Article

Cook's Exit and Ternus's Takeover: The Disruption and Restart of Apple's $4 Trillion Empire

Just now, Tim Cook officially announced that he will step down as CEO, and this news has quickly swept through the global tech community. Since taking over the reins from Steve Jobs in 2011, Cook has spent fifteen years pushing Apple from a tech company valued at about $350 billion to a historic high approaching $4 trillion.
This is a nearly undisputed business legend. However, the end of a legend often signifies the beginning of new uncertainties. According to the schedule, Cook will officially step down as CEO in September this year, transitioning to the role of executive chairman, while the position will be taken over by the only 50-year-old John Ternus — a 'pure-bred engineer' who has grown within Apple.

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137 · Market Trends ✨ 4-21

Review of 24H Hotspots - Market Overview

1、#比特币 Breaks $76,000: Multi-channel quotes are consistent but there are differences in the 'intraday increase' measurement;

2、@Aave Faces potential bad debt risk due to the Kelp DAO (rsETH) cross-chain bridge incident and has urgently frozen the rsETH market;

3、Lido Discloses rsETH risk exposure and promotes deleveraging, activating $3 million 'first loss protection' if necessary;

4、#DeFi Security incidents drag down industry data: losses exceed $600 million over three weeks, with TVL retracting to approximately $82.4 billion;

5、Anthropic Expands cooperation and financing with AWS: plans to invest over $100 billion in the next decade and lock in a maximum of 5GW computing power;

6、Large on-chain movements: Paradigm unstakes approximately 2.14 million HYPE (around $88 million);

7、Moonshot AI (The Dark Side of the Moon) is open-source and launches Kimi K2.6;

8、Federal Reserve's interest rate expectations and overseas inflation: April unchanged probability 100%, New Zealand 1Q CPI higher than expected;

9、Apple announces leadership change: John Ternus will take over as CEO on September 1, with Tim Cook transitioning to Executive Chairman

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Article

Q1 2026 Cryptocurrency Industry Report: After the Market Crash, Where is the Cryptocurrency Industry Headed?

In the first quarter of 2026, the cryptocurrency market did not experience a rebound; instead, it further deteriorated amid the downward trend that began at the end of 2025, gradually entering a more defined 'bear market phase.' Under the dual influence of tightening macroeconomic conditions and geopolitical conflicts, the entire industry exhibits clear signs of contraction and restructuring.
If I had to summarize this quarter in one sentence: the market is not just declining; it is being reshuffled.
1. Overall market: the decline is just the surface; the key issue is the 'loss of growth momentum'
Q1 2026, the total market capitalization of the cryptocurrency market has significantly shrunk:
· Total market capitalization fell to $2.4 trillion

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Article

Comprehensive Analysis of Aave's Crisis: A Complete Review of the Kelp DAO rsETH Bridge Attack Incident

On April 18, the rsETH cross-chain bridge of @KelpDAO was attacked. The hacker extracted approximately 116500 rsETH through a LayerZero vulnerability, valued at about $292 million to $293 million, accounting for about 18% of the circulating supply. These unsupported rsETH were subsequently deposited into @aave V3 and V4, used as collateral to borrow a large amount of WETH, resulting in Aave generating approximately $196 million in specific bad debts, with total debt positions exceeding $236 million.
This incident quickly spread through DeFi composability. Aave has urgently frozen markets related to rsETH. Aave's TVL fell by approximately $8.45 billion within 48 hours, from about $2.64 billion to around $1.79 billion. The total DeFi TVL dropped from $9.95 billion to around $8.63 billion. The $AAVE token once fell 16% to 20%.

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137 · Market Trends ✨ 4-20

Reviewing 24H Hotspots - Market Overview

1. Cryptocurrency market retreat: #BTC fell below $75,000/$74,000, #ETH fell below $2,300;

2. The conflict between the U.S. and Iran and rising risks in the Strait of Hormuz have led to a sharp increase in oil prices in a single day, while stock index futures weakened;

3. KelpDAO rsETH vulnerability affects Aave, raising concerns about bad debts and liquidity tightening;

4. Web3 hosting “backbone service provider” Vercel confirms it has been breached, with hackers demanding a ransom of $2 million;

5. #比特币 spot ETF saw a net inflow of approximately $996 million this week, the highest single-week net inflow since mid-January;

6. Large bets in prediction markets: Polymarket “Spurs vs. Trail Blazers” event saw a position of about $1.18 million

7. Netflix founder Reed Hastings steps down during record earnings report to focus on AI security.

BTC+0.03%

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137Labs

SpaceX Binds Cursor: An AI Gamble of 'Locking in First, Acquiring Later'

Q1 2026 'Charting Crypto' In-Depth Analysis: How the Crypto Market is Entering the 'Institutional Dominance Era'

SOXX Investment Guide: From Holdings to Comparisons, Understand Semiconductor ETFs in One Go

Is the App Era Coming to an End? OpenAI is Redesigning 'Smartphones'

Nasdaq Hits New High, Who's Really Driving This Rally?

A Half-Month Review of the Trillion-Yuan Forecasting Market: Hot Events Erupt Collectively, Perpetual Futures Gain Market Footprint, Crackdown on Insider Trading Intensifies

Iran-U.S. Conflict in Two Weeks: Strait of Hormuz Paralysis, Yet Financial Markets Strengthen Against the Tide

When Tesla is No Longer Just an Auto Company: A Deep Dive into Tesla's Q1 2026 Earnings Report

SpaceX IPO Countdown: Unpacking the Real Returns of Pre-IPO Investments

$ASTEROID Narrative Drives ETH Mainnet: Observing On-Chain Activity Behind the Ten Thousand Times Increase

Cook's Exit and Ternus's Takeover: The Disruption and Restart of Apple's $4 Trillion Empire

Q1 2026 Cryptocurrency Industry Report: After the Market Crash, Where is the Cryptocurrency Industry Headed?

Comprehensive Analysis of Aave's Crisis: A Complete Review of the Kelp DAO rsETH Bridge Attack Incident

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