CJ_Blockchain

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

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

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.

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

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

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

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?

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

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

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. 🥲🥲🥲🥲

In this Middle East conflict, you could say that the U.S. is somewhat underperforming strategically because of Trump, or even very underperforming.
But tactically, the U.S. is still the U.S.—whether it's the precise elimination of Qasem Soleimani or the recent "Black Hawk Down" 2.0.
There probably isn't another country in the world that can match this level.
Your uncle is still your uncle.

If the U.S. withdraws its troops and Iran makes the Strait of Hormuz tolls routine,
TRUMP essentially hands over decades of U.S. influence in the Middle East on a silver platter?
It seems Trump at least needs a dignity battle, probably sending ground troops in for a walk and pretending to seize some nuclear material?

The pace of development and change in the era is actually far beyond human subjective perception.
When reading history books, it's easy to get the illusion that the stories in those books are distant from you,
and that the great changes of the times happen very slowly.
But in fact, many times, 20 to 50 years are enough to make you believe that everything impossible to change has actually changed.
From Wanli pacifying the Japanese pirates to the Qing Dynasty's dominance,
from the First Sino-Japanese War to the victory in the Anti-Japanese War,
from the Wright brothers inventing the

The imitation season is here, but it's just the imitation season for MM and project teams.
Has anyone tried the strategy of chasing after a breakout with explosive volume?
After all, the process on the chart is enjoyable, only that one line is painful.

If Trump simply doesn't fight anymore, withdraws troops, and leaves a mess behind.
Let the Gulf countries, Israel, and Iran fight it out.
Anyway, his term is only a little over two years, and America's influence in the Middle East doesn't really matter anymore.
Then he can still TACO. He's already confident he can win in words.
Maybe Iran even wants to rest and recover, prepare for battle, and wait for the enemy.
Collect some passage fees through the straits—everyone benefits.