📔 Trader's Diary 0520
Google I/O + Karpathy joins Anthropic + Cursor drops Colossus 2, marking the second wave of the AI arms race. But what caught my attention isn't the models—it's where the money is flowing.
Duan Yongping sold off Apple and Nvidia in Q1, while building positions in Tesla + Circle; Leo's AI power fund skyrocketed from $225 million to $13.68 billion. The logic is consistent: the future isn’t about the code, it's about who has the most power.
MetaMask×Ondo allows wallets to buy US stocks directly, turning RWA from narrative to product. On the other hand, Echo Protocol's admin key was compromised for $77 million—old issues, new scars.
AI infrastructure + on-chain RWA, the two lines with the strongest cross-market resonance.
$BTC #Openclaw #AI #RWA #NVDA #TSLA #Ondo #GoogleIO
Google I/O + Karpathy joins Anthropic + Cursor drops Colossus 2, marking the second wave of the AI arms race. But what caught my attention isn't the models—it's where the money is flowing.
Duan Yongping sold off Apple and Nvidia in Q1, while building positions in Tesla + Circle; Leo's AI power fund skyrocketed from $225 million to $13.68 billion. The logic is consistent: the future isn’t about the code, it's about who has the most power.
MetaMask×Ondo allows wallets to buy US stocks directly, turning RWA from narrative to product. On the other hand, Echo Protocol's admin key was compromised for $77 million—old issues, new scars.
AI infrastructure + on-chain RWA, the two lines with the strongest cross-market resonance.
$BTC #Openclaw #AI #RWA #NVDA #TSLA #Ondo #GoogleIO