Introduction:
1. The KOL who used the scraper on Loud made more than 50 times the profit [I really didn’t expect that the hot project could be scraped directly]
2. usde has a 18% interest rate in ton chain, but the order limit is 10,000 dollars
3. TACO transaction plays a role again, and the US extends the 301 exemption period again
4. Musk announced the launch of xchat, which has information encryption, message self-destruction function, the ability to send any type of file, and supports audio/video calls (it feels like it may indirectly benefit the series of tokens on the time.fun platform)
1. Macro Market
1. Traditional Market
One-year US credit default swaps (CDS) have risen to 52 basis points, close to the highest level since 2023. Excluding the debt ceiling crisis in 2023, the cost of insuring a US government default is at its highest level in 12 years.
2. Policy Direction
1. [Now talking about TACO Trumps always chickens out, Chuanzi will definitely back down at the last minute] The Office of the United States Trade Representative announced the extension of the exemption period in the 301 investigation of China's acts, policies and practices in technology transfer, intellectual property and innovation. These exemptions were originally scheduled to expire on May 31, 2025 and have now been extended to August 31, 2025.
[Logic: The harder Chuanzi shouts, the more the market plummets, which is often an opportunity, because he is likely to retreat at the last moment.]
2. According to an insider of the Ukrainian Security Service, Ukraine's special operation codenamed "Spider Web" took 18 months to plan and implement, and successfully destroyed 41 Russian strategic bombers. The operation was targeted, and about 34% of the strategic bombers at major Russian airports were attacked.
2. Market Inventory
1. Market data: BTC market value accounts for 64.5%
2. Stablecoin data outflow of 60 million
3. ETF data
U.S. Bitcoin spot ETFs saw a total net inflow of $5.2 billion in May, with the price of Bitcoin rising by about 11% during the same period, from $94,200 to $104,000.
BlackRock IBIT had a total net inflow of $5.9 billion in May, Grayscale's ETFs had a net outflow of $321 million, and ARKB had an outflow of $292 million.
3. Industry Hotspots
1. CZ: Now may be a good time to launch a dark pool perpetual DEX
2. Musk posted this morning that XChat, a new feature of the X platform, is now available, with information encryption, message self-destruction, the ability to send any type of file, and support audio/video calls. The application is built on the Rust language, uses Bitcoin-style encryption technology, and adopts a brand new architecture.
3. At the ETHGlobal Prague conference, Ethereum founder Vitalik said that Ethereum will expand the scale of L1 by about 10 times within a year and then "take a breath" before the next leap.
4. Alpha
1. Loud-related profit opportunities
(1) Scraper
Kol used a scraper to snipe the loud opening, and invested 20 seconds to get 1.1k sol
https://x.com/ZLiao3/status/1929058995257663978
(2) Loud: Keep an eye on the odds and you may get into the second round (it is said that the priority fee is 0.2s)
(3) [Other opportunities] Load revealed the addresses of a large number of domestic and foreign big Vs (those who follow Smart Money can take a look)
For more details, please see https://x.com/tiger_web3/status/1929066257384415682
Remark:
[1] The community revealed that Kaito’s first LOUD token, whose team had previously issued JONES, is currently trading at a -99% price drop.
[2] 0.2s can get 225,000 coins, with a market value of about 30m, and can produce about 40s (6000U)
2. @cookiedotfun can bind wallet address
I don't know how long the window period is, fill it out quickly
Portal: http://cookie.fun/profile/wallets
3. usde is as high as 18% in ton chain years. Xiangxiang mine is coming
Event duration: 16 weeks
Base APY: Approximately 8% (fluctuates with Ethena rewards)
APY Gradient: Week 1-4: +10% (decreasing by 1% every 4 weeks)
Reward frequency: weekly, minimum 0.1 TON
Single wallet limit: 10,000 tsUSDe can enjoy bonus (no upper limit for basic income)
Minimum threshold: 10 tsUSDe + 10 TON
Eligibility and Restrictions
The wallet must hold ≥10 TON and ≥10 tsUSDe at the same time
Each user is limited to one eligible wallet; all rewards will be cancelled if multiple addresses are detected
Users from sanctioned or restricted regions (such as Iran, North Korea, etc.) are not allowed to participate
All wallets will be screened against the OFAC SDN list
Full content
https://x.com/linzhiyang7/status/1928462905206243688
4、@DoggfatherCrew
Introduced the BRC 2.0 upgrade plan. BRC 2.0 will bring smart contract capabilities to Bitcoin by introducing virtual machine functions, supporting use cases such as real world asset (RWA) tokenization, stablecoins and DeFi. Best in Slot expects the RWA market to reach $10 trillion by 2030. BRC 2.0 is expected to be launched on the mainnet in the next 4 to 6 months (i.e. September to November 2025), and more projects will be launched at that time.
