AI / Large Models
DeepSeek Plans First Financing Round, Valuation Exceeds $10 Billion
A landmark event in the domestic large model space, DeepSeek, which had previously funded itself, is now seeking external financing for the first time, with a valuation that has surpassed $10 billion. This could change the competitive landscape of AI large models domestically and reflects the ongoing pressure of computing power and research and development investments.
Sam Altman's Side Ventures Blur OpenAI Interest Boundaries
The Wall Street Journal reports that multiple personal investment projects by OpenAI CEO Sam Altman potentially conflict with OpenAI's business interests, raising governance issues. As OpenAI prepares for an IPO, this issue may become a regulatory focus.
Running Qwen3.6-35B Locally Delivers Results Comparable to Claude
Users have run the Qwen3.6-35B model (64k context) with 8-bit quantization on an M5 Max 128GB MacBook, achieving experiences close to Claude's level through OpenCode programming. The availability of local large models is rapidly approaching that of cloud services.
Hot Discussion: The developer community is seriously discussing "when we will no longer need to subscribe to Claude."
> Hot Comment: The timing of DeepSeek's financing is subtle—after proving that good models can be created without burning cash, investors are even more eager to give you money.
Cryptocurrency / Web3
KelpDAO Attack Results in $294 Million Loss, LayerZero Cross-Chain Bridge Fails Again
The attacker forged LayerZero cross-chain messages, minting 116,500 rsETH (valued at $294 million) out of thin air, then used it as collateral to withdraw real ETH from lending protocols. The multi-signature paused the protocol 46 minutes later, but the loss was already a done deal.
Hot Discussion: The community questions the trust layer design of cross-chain bridges again, with THORChain seizing the opportunity to promote its "native cross-chain" solution.
Aave Faces $5.4 Billion ETH Withdrawal Surge, Utilization Rate Hits 100%
Following the KelpDAO attack leaving Aave with bad debts, whales reacted by panic withdrawing over $5.4 billion, with Sun Yuchen personally withdrawing $154 million in ETH. The utilization rate of the ETH pool has reached 100% capacity, causing AAVE tokens to plummet by 18% in a single day.
RAVE Cryptocurrency Crashes 95% in One Day, Wiping Out $6.3 Billion Market Value
Alleged internal manipulation led the RAVE token to plummet 95% in one day, erasing a market value of $6.3 billion. Another typical Pump & Dump incident highlights the manipulation risks in the crypto market.
Iran Demands Bitcoin for Strait of Hormuz Transit Fees
In the chaos of repeatedly closing and reopening the Strait of Hormuz, Iran has begun requiring vessels to pay transit fees in Bitcoin. Geopolitical crises are driving the practical application of alternative payment methods.
> Hot Comment: Another incident with cross-chain bridges. This industry's obsession with "trust layers" is just as strong as its obsession with "decentralization"—they talk the talk but take shortcuts in practice.
Chips / Hardware
Jensen Huang Appears Almost Unhinged When Pressed on Chip Sales to China
When questioned about selling chips to China, Nvidia CEO Jensen Huang responded emotionally: "You are not talking to someone who woke up a loser." This rare public display of loss of composure reflects the immense pressure from the US-China chip war.
The Semiconductor Industry Faces Another Price Increase Notification
Following consecutive limit increases by leading optical module device firms, the semiconductor supply chain has again issued price increase notices, impacting coupling and packaging test equipment.
Technology Companies
Tesla Expands Autonomous Driving Taxi Service to Dallas and Houston
The Tesla Robotaxi service continues to expand, adding two major Texas cities. Musk's full-scale commercialization of autonomous driving is accelerating.
US Stock Market
Trump Launches Fast Treatment Plan for Severe Mental Illness
The White House has released a fact sheet announcing accelerated medical treatment approval processes for severe mental illnesses. The WSB community has humorously discussed "finally someone cares about us."
US Stocks "Just Keep Going Up Regardless of What Happens" Sparks Discussion
Despite geopolitical tensions in the Middle East and Iran closing the Strait of Hormuz, US stocks continue to rise. Investors are starting to question whether the market is overly optimistic or numb to risks.
Economics / Macroeconomics
Iran's "Open and Close" of the Strait of Hormuz Exposes Internal Divisions
Iran's foreign minister announced on Friday that the strait was "fully open," only for the Revolutionary Guard to declare hours later via marine radio that it was "still closed," criticizing the foreign ministry's "naive tweets." This public confrontation reflects deep contradictions between Iran's political leadership and hardliners in the military.
Iran War: $50 Billion Loss in Global Oil Revenues Over 50 Days
Since the conflict erupted in late February, the global market has seen a reduction of over 500 million barrels of crude oil and condensate, leading to losses exceeding $50 billion, assuming an average price of $100 per barrel. Analysts claim this is the largest energy supply disruption in modern history.
> Hot Comment: The Iranian Foreign Ministry and the Revolutionary Guard argue on Twitter, resulting in oil prices going on a rollercoaster ride. This is probably the Persian version of "governing by Twitter."
New Products / New Trends
Chinese Humanoid Robot Wins Half Marathon, Beats Human Record
At the Beijing Humanoid Robot Half Marathon, the Honor "Lightning" robot broke the 20-kilometer barrier for the first time and won the title, surpassing some human competitors. Over 70 teams and more than 300 robots participated, marking a milestone breakthrough in humanoid robot athletic capability.
Hot Discussion: Overseas communities are amazed by the speed of China's robot development.
NASA Shuts Down Voyager 1 Instruments to Extend Spacecraft Life
To save energy, NASA has shut down one scientific instrument on Voyager 1. Launched in 1977, this probe has been operating for nearly 50 years, and the team is facing a difficult choice: gather more data or let it fly further.
Today's Underlying Theme
Another incident with cross-chain bridges, US stocks immune to all bad news, and internal conflicts in Iran—the theme today is "a system out of control." Whether it is the trust assumptions at a technical level, the market's risk pricing mechanisms, or the command chains in geopolitical contexts, vulnerabilities are being exposed. Amid the chaos, some are collecting tolls in Bitcoin, while others have robots running marathons. When the old order starts to malfunction, new experiments will emerge.
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