AAVE's situation today
Seems to be a positive signal for protocols like morpho and spk.
Actually, I think it's a negative signal for the entire DeFi lending sector.
Systemic risks are fully exposed.
Composability means managing your own risk is useless; if the shortest plank in the barrel breaks, it will affect you too.
These lending protocols are not in a zero-sum relationship,
The market hasn't priced in this kind of systemic risk at all.
Enjoying that 10% APR in the protocol, there's simply not enough risk compensation.

AAVE-3,47%

MORPHO1,37%

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CJ_Blockchain

04-18 05:38

Inspired by Lana's impressive track record,
I also trained an AI to fight in the contract battlefield.
Check out the performance in the picture.
Humans are utterly defeated?
Damn, how good can AI get?
In the past, only dog whales could mess with your mentality, now AI can also mess with your mindset.

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CJ_Blockchain

04-17 10:14

A buddy who heavily invested in Tesla once said that one of his reasons for buying Tesla was seeing Elon Musk sleeping in the workshop. 24/7 full commitment to building cars.
Today, I woke up to see Lei Jun live streaming, driving from Beijing to Shanghai, and he was still on the road just now.
In China, founders like Lei Jun are truly very rare.
Many have achieved success and then stepped back to enjoy life.
But Lei Jun still fights on the front lines. He has already succeeded many times, but he still doesn’t slack off.
Even investors or shareholders wouldn’t require him to do this,

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IShouldHaveSoldMyHouseAndCar:

Short Xiaomi

CJ_Blockchain

04-17 05:38

To cope with the diversion, I bought all the asteroids on Sol ETH. But I forgot to buy BSC. BSC brothers, can you pull the Asteroid on BSC to the top so I can feel a little better?

SOL0,33%

ETH1,09%

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CJ_Blockchain

04-16 15:40

ORDI has taken off today.
I suddenly remembered there was a rune before, one that takes four years to complete, what was it called?
Where can I see it now? I remember I was working on it, thinking I would take off after four years.

ORDI16,1%

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一2三:

SATS

CJ_Blockchain

04-16 10:21

What does “when the heroes of the world swarm like carp crossing a river” mean?
Us “stinky” stock traders—do we really know everything?
What does “professional” mean!! What the hell does “professional” mean?

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CJ_Blockchain

04-14 03:19

Microsoft has posted its worst quarterly performance since 2008.
This drop is directly related to OpenAI’s lackluster performance and losing out to Anthropic in the competition.
And even in this situation, OpenAI still can’t resist kicking its major shareholder once, dumping the blame on Microsoft, and then hyping up major shareholder’s rival, Amazon.
【OpenAI Chief Revenue Officer states that Microsoft has limited our ability to reach customers】
???
I’m truly fed up.

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CJ_Blockchain

04-10 09:01

What happened today with TAO could have been explained with a bunch of causes and effects.
But I thought about it, and it's unnecessary, so I'll just explain in one sentence.
SN3 Templer experienced a Dev Sell incident. DEV sold the tokens and then transferred TAO to the exchange.
Essentially, it was a shameless rug pull event. It has nothing to do with decentralization.
On the contrary, it was precisely because of decentralization that the shameless Sam was able to successfully drain everyone.
If TAO were truly a one-man rule with a fixed constitution, what right would Sam have to s

TAO2,39%

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CJ_Blockchain

04-10 03:31

Anthropic's valuation should be higher than OpenAI's.
Damn it, killing a sector every week, can you handle that?

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CJ_Blockchain

04-09 14:05

Intel officially announces partnership with Google to provide its IPU chips.
This week, Intel has really been releasing endless positive news, almost pushing its stock price to an all-time high during its worst performance.
When was the first time Intel hit $60?
In 2000, 26 years ago, during the internet bubble.

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CJ_Blockchain

04-09 06:03

INTC Intel has hit its annual ATH already, in just a single week.
Let’s sort out what’s happened recently.
1、The former CEO’s blind, reckless expansion left a mess for Chen Liwu
2、First-quarter earnings guidance fell short of expectations
3、Bought back the previously sold Ireland FAB 34
4、Teamed up with Elon Musk to work on Terafab, verifying the logic that big customers are willing to pay—the customer is still Musk
Earlier than that, there was also an unprecedented capital injection from the U.S. government.
Actually, Chinese people should find it easier to understand Intel. Isn

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CJ_Blockchain

04-08 13:20

Iran announces that toll payments for ships passing through the Strait of Hormuz can be made with Bitcoin. To ensure they are not tracked or confiscated due to sanctions.
No wonder Bitcoin was so resilient when the conflict first broke out; it's hard not to think that Iranians are desperately converting assets into BTC.
In times of war, should you run with gold or with BTC? The Iranians give you the answer.

BTC1,59%

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CJ_Blockchain

04-08 09:13

Refocusing on Crypto
Currently, my list
After the big waves, the remaining interesting sectors in the crypto space are these:
1⃣ Real Asset Trading (not too keen on calling it RWA)
$HYPE: Hyperliquid not only addresses the needs of crypto insiders to speculate on real assets and maintain privacy but also solves the weekend trading and hedging needs for the financial industry. It’s basically one of the few gems left in crypto. However, from a fundamental perspective, trading volume is still declining due to the bear market, and the FDV is still too high for me. I’m not looking to buy at this pr

HYPE-0,95%

ONDO0,23%

SKY4,2%

TAO2,39%

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CJ_Blockchain

04-08 08:23

I was watching an interview with Zhang Jike today,
and he said that table tennis can't be played well at high altitudes,
because the ball speed is too fast there, which makes it very different from coastal cities—almost like two different sports.
This statement surprised me. I grew up in Yunnan for a while when I was a kid.
I felt like I was pretty good at table tennis, but after college and then going abroad, I became much worse.
I always thought it was because I hadn’t played in a long time, but now I wonder if it’s possible that practicing at high altitudes before affected me? May

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CJ_Blockchain

04-08 01:03

Iran’s ten agreements—TRUMP actually said they’re acceptable?
If you didn’t know, you’d think the United States was the one being attacked.
Would Zhao Gou dare to sign these agreements? Would Li Hongzhang dare to sign them?

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CJ_Blockchain

04-07 15:48

Iran has sideways validated the appeal of decentralization.
No single leader, or perhaps everyone is a leader.
Kill one Khamenei and there are countless Revolutionary Guard members ready to step up.
Each node has four sets of leadership teams; if a particular node is pro-American, the reserves replace it. (Node confiscation mechanism)
Inefficiency is genuinely low, and it could even develop into warlord fragmentation. But in this special period, the resilience is terrifyingly strong.
This is also why we've been seeing contradictory news from both sides these past few days. Because Iran themsel

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CJ_Blockchain

04-07 12:17

In Q1 2026, the number of apps submitted to the Apple App Store reached 235.8k in a single quarter, a year-over-year increase of 84%.
The widespread adoption of AI has significantly lowered the barriers to app development.
In the foreseeable future, app supply will be almost unlimited.
However, users' time and the traffic available to reach them are limited.
During the Vibe Coding era, solo OPC companies are rushing into the red ocean of startups, everyone is manually building their own apps.
Eventually, they realize that most of the revenue is still being taken by traffic portals li

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CJ_Blockchain

04-07 05:09

Many people are now FOMO about Zhipu and Minimax.
The slogan is
"Claude ARR has already reached $30 billion, but no Chinese people can use it. There must be a domestic company that can meet the demand. If Minimax's ARR can also grow tenfold in a year, then the current valuation is too cheap."
But,
When Google exited China, everyone who went all-in on Baidu thought the same way. 🥲🥲🥲🥲

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