DYORMaster

Most people are captivated by the huge amount of money raised in OpenAI's recent $110 billion funding announcement, but the truly important point lies elsewhere.
In this round, where Amazon invested $50 billion, NVIDIA $30 billion, and SoftBank $30 billion, the order in which Sam Altman expressed his thanks is quite interesting. It was Amazon, Microsoft, NVIDIA, then SoftBank, and hidden within this order is a strategic insight.
As pointed out by overseas blogger Aakash Gupta, the real key terms are "Stateless API" and "Stateful Runtime Environment." These are the technological concepts that a

Recently, the statements from Ripple CEO Garlinghouse have been making headlines. The "switch flipping" of XRP.
At a conference held last month at Crown Towers Sydney, he revealed that Ripple has actually already turned on thousands of switches one after another. It’s not a big sudden change, but rather a feeling of small movements accumulating.
This phrase itself dates back to 2019. Back then, Garlinghouse was at Fortune, and the origin was that banks were ready to fully adopt XRP using xRapid. Afterwards, YouTube creators and social media users started to use it informally to mean "the momen

Bitcoin is experiencing significant fluctuations at a level that’s attracting attention. Even though over $800 million flowed into the BTC ETF last week, the price remained within the range of $67,000 to $68,000, and there are still no signs of a breakout.
Multiple traders are pointing out that the weekly RSI has once again reached oversold territory. In past cycles, when this condition aligned, Bitcoin subsequently moved toward new highs, but whether the same pattern will repeat this time is uncertain. The price is currently testing near the lower boundary of the upward channel on the chart.

I came across some interesting news related to stablecoins. Tether is participating in a funding round for SDEV through its investment division.
The amount is $134 million. Since firms like Framework Ventures are also involved, it's probably a pretty notable project. By the way, SDEV stands for Stablecoin Development Corporation, and it seems to aim for a platform for equity holdings on the blockchain.
What’s interesting is that SDEV is targeting the practical use of stablecoins and DeFi. They’re envisioning real-world scenarios like payments, remittances, and cross-platform fund transfers. Up

It’s been featured in Forbes as well, but it seems that Trump’s remarks could be a tailwind for BTC. The reason appears to be that expectations for FRB monetary easing are rising. I think this is a positive trend for the cryptocurrency market as a whole. On the other hand, the ETH staking waitlist has reportedly hit an all-time high. When you hear that 3.4 million ETH are waiting, it makes you feel like everyone wants to take part in staking.
This weekend, Hyperliquid’s trading volume reportedly exceeded $11.5 billion. Is on-chain finance finally about to explode, or is it just temporary? Bitw

After the Drift hack, Project 0 has resumed operations, but the haircut for the lenders is pretty severe. It’s said to be an average loss of 2.61%.
USDC and SOL, USDT only need a 1% reduction, but BTC and ETH are at 2.61%. WIF and BONK are even worse, with cuts up to 6.62%. Since there’s about $1.91 million in remaining losses, they seem to have decided to distribute that to the credit pool.
Due to this hacking attack, until Drift’s assets gradually recover, the actual haircut might be slightly smaller. Some members of the community are unhappy with the unified pool system. Loss distribution i

Recently, a former Ripple employee made an interesting point. In an era where institutional funds are fully entering the cryptocurrency market, the rise and fall of Ripple's price are actually unrelated in essence.
Because moving forward, capital is seeking stable cash flow rather than price movements. By using delta-neutral strategies, whether XRP rises 50% or falls 50%, it can consistently generate an annual return of 8-15%. In other words, regardless of Ripple's price fluctuations, the system earns revenue from spreads, fees, and premiums.
This is a key point. Although the total market capi

Testnet news has started to circulate. It seems that Casper validators have overwhelmingly supported the upgrade proposal. Since this is an important step before the mainnet launch, it's worth paying close attention. Currently, CSPR has decreased by 1.41% over 24 hours, but liquidity is still sufficient. If this testnet phase is successful, it will set the stage for the next volume increase. We need to keep an eye on support level movements. Especially during this protocol development stage, market reactions tend to become unpredictable. $CSPR

Since the Supreme Court's ruling, Bitcoin's movements have become truly fascinating.
The moment news of the tariff nullification came out, the market reacted instantly, and I thought BTC would surge sharply, but it quickly turned downward.
What's really happening here?
Currently, BTC is around 77.66K, down 1.64% over 24 hours.
Is this short-term volatility, or a sign of a larger macro shift?
It's hard to judge at this point.
Thinking about it, the factors involved are really complex.
Trade policy directions, inflation outlook, strength or weakness of the dollar, and overall inves

The improvement in U.S. PMI is stimulating the altcoin market. In periods when this indicator improves, high-beta digital assets have historically shown strong performance. Now, that movement is beginning to reappear.
Altcoins such as Cardano, Chainlink, and Hedera are breaking out of their correction phases and making technical improvements. In particular, Cardano is steadily expanding its smart contract ecosystem, with increases in wallet numbers and active staking activities indicating solid community engagement.
Chainlink functions as a vital infrastructure for decentralized data verificat

The co-founder of Monad has come up with an interesting proposal. Looking at recent major loss incidents related to rsETH, there's a growing discussion that there might be fundamental issues with protocols related to liquidity pools.
What Keone Hon is saying is that instead of allowing a large amount of assets to be supplied all at once, it should be increased gradually. For example, at a pace of adding $10 million every 10 minutes. This approach helps build resilience against problems like the "infinite minting vulnerability."
In short, implementing a smart cap system is key. Start with a sup

Meta is showing signs of seriously re-entering the stablecoin market. There are reports that the tech giant led by Mark Zuckerberg is considering a comeback in the second half of this year through a new wallet.
What’s interesting is that this strategy appears to be quite cautious. Instead of launching its own stablecoin directly, it plans to support stablecoin payments by integrating third-party providers into a new wallet. In other words, there’s an apparent intention to enter the market while minimizing regulatory risks.
The mention of Stripe as a potential partner is also noteworthy. Partne

Recently, an interesting story has come up, and it seems there is quite a bit of legal tension between the Federal Reserve and the U.S. Department of Justice.
The Fed is contesting a subpoena from the Justice Department related to a criminal investigation of Chairman Jerome Powell, arguing against it in a closed court. The focus appears to be whether there were false statements about a building renovation project during last summer’s congressional testimony.
Chairman Powell himself claims that this investigation is a “pretext” to counteract pressure from former President Trump to lower interes

It seems that there are no more buyers for metaverse land.
Plots that once had a value of several hundred million yen are now being traded at just a few ten-thousand yen levels.
Even the famous Snoopverse project in The Sandbox, which was sold for several million yen at the time, is now almost worth nothing.
I think this is not just a problem with metaverse land, but a broader reset happening across the entire NFT market.
According to DappRadar data, NFT trading volume dropped by 45% last year, but the number of transactions actually increased by 78%.
In other words, there’s a shift

Recently, the movement of gold's market capitalization has been truly fascinating. It surged by $2.2 trillion in a single day, reaching an all-time high of $38.93 trillion, which makes me realize once again the scale of it. In terms of market capitalization, gold is on a level that cannot be compared to cryptocurrencies.
By the way, Bitcoin's current market cap is about $1.566 trillion, and XRP is around $8.93B. When gold's market cap is this large, the difference with XRP is truly obvious. The record-high price of gold at $5,600 is indeed remarkable, but it seems to have entered a correction

The mysterious founder of Bitcoin, Satoshi Nakamoto's assets, are attracting attention. The approximately 1.1 million BTC he owns are now valued at nearly $129 billion in the current market. Warren Buffett's net worth is $143.3 billion, so Satoshi Nakamoto's assets are approaching that level.
Bitcoin's price has been rising rapidly lately, reaching as high as $126,000 at one point. As a result, the valuation of Satoshi Nakamoto's assets has also significantly increased. Since he continues to hold them unused, this asset value has been steadily growing.
What's interesting is that Buffett has be

Recently, MicroStrategy's capital strategy movements have been attracting market attention.
What is particularly interesting is how the relationship between the company's Bitcoin holdings strategy and mNAV will evolve.
Looking back over the past year, the fluctuations in mNAV have been truly intense.
Once, the premium had expanded to nearly four times the amount of Bitcoin holdings, but now it has been compressed to a level close to the holdings themselves.
Is this just a temporary speculative frenzy, or will it return if Bitcoin prices rise again?
Discussions on this point are ongoi

Pay later apps—I’ve tried a variety of them and learned some things. In the end, it all comes down to the balance between fees and ease of use.
If I had to recommend the latest pay later apps, Paidy is overwhelmingly the best. With bank account transfers, there are zero fees, and both high amounts and installment payments are completely free. It’s also great that you can start using it within 1 hour of signing up. You can use it on Amazon and at physical stores too, and having an Apple-exclusive 36-installment plan is subtly convenient.
Also, Atokara from GMO Payment Service is good. You can u

Recently, SoftBank's movements are quite interesting. There was news that in mid-April, they issued dollar-denominated bonds at the highest interest rate level in history, and this gives us insight into how the market is evaluating them.
Specifically, they raised approximately $1.5 billion and €1.75 billion, but what’s noteworthy is the coupon rate. The 10-year dollar-denominated bonds with an 8.5% rate are at a record high for the company. Since this surpasses the previous high from October last year, it’s clear that the market is raising its risk assessment of SoftBank.
The reason for this s

It looks like Goldman Sachs has significantly raised BlackRock’s target stock price. The increase from $1,181 to $1,313 keeps the valuation at a “Buy” rating.
Because BlackRock offers multiple Bitcoin-related products, including ibit stock, a large portion of it is tied to movements in the crypto assets market. The fact that Goldman Sachs is raising its target stock price at this timing could be one indicator of how it views institutional investors’ demand for crypto assets.
They probably believe that demand for spot physical products like ibit stock remains strong. BlackRock’s stock performan