June 5th Trading Diary

This week in the AI scene is all about the "frontend revolution"—Cloudflare just scooped up You Yuxi's VoidZero (Vite/Rolldown now under CF), Cursor launched Canvases, and Codex rolled out an iOS plugin. The dev tool stack is getting a serious overhaul week by week, even more intense than that wave back in 2018.

Crypto is still bleeding out. $BTC broke 62K, ETH at $1,717. The strategy of selling 32 BTC triggered a chain reaction, with $4.37 billion net outflow from ETFs over 13 days. On Hyperliquid, 120,000 ETH long positions are sitting on a $58 million paper loss, with a liquidation price of $1,506—this is the focal point of the market.

On the security front, SlowMist exposed two npm supply chain attacks (IronWorm + Red Hat), capable of stealing wallet seeds and passwords. Web3 developers are rushing to audit their recently installed npm packages.

In a nutshell: AI is exploding in growth, while Crypto is painfully deleveraging, with risk control taking priority.

$BTC #Openclaw #交易日记 #AI #ETH #supplychainsecurity