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Project Overview
Long is a provably fair auction platform to trade and launch projects built for long-term conviction. Long is powered by dynamic auctions a completely new primitives that establish strong alignment between issuers, early adopters, and long-term holders. The dynamic auction prevents early buyers from accumulating tokens at a very cheap costs, ensuring a healthier market foundation with higher average acquisition prices and higher conviction holders.
“BTC OG Insider Whale” Agent: Only the Convergence of Three Factors – Credit, Fed, Geopolitics – Will Trigger a Market Turning Point
Odaily报道, “BTC OG insider whale” Garrett Jin has released his “Weekly Market Strategy Signal.” In his analysis, he points out that the current geopolitical situation and the trajectory of the US dollar are deadlocked: despite US strikes on Iranian-related targets, tensions in the Strait of Hormuz remain unresolved. Although US Secretary of State Rubio signaled “positive news,” the peace agreement proposed by Iran has already been vetoed by the White House.Long-term US Treasury yields continue to hover in the 5.07% – 5.18% range, reaching their highest levels in 19 years. The S&P 500 index briefly hit a new high before quickly pulling back. Garrett Jin believes that a single positive or negative catalyst is insufficient to change the market landscape. Only when at least two of the three key factors—the credit environment, Federal Reserve policy, and geopolitical conditions—converge can the market experience a substantial shift.On another front, capital expenditure in the AI sector is accelerating its shift from the United States to Asia. ByteDance plans to increase its capital expenditure to as high as $70 billion this year, while Tencent and Alibaba are also ramping up their investments. Competition in the AI arena has now escalated to the level of national competition.
Russia’s Ruble-Backed Stablecoin A7A5 Plans to Transform into a Long-Term Cross-Border Settlement Tool
According to CoinDesk, the ruble-pegged stablecoin A7A5 is transitioning from a tool for circumventing sanctions into a long-term settlement instrument for trade with Russia. Oleg Ogienko, an executive at A7A5, stated that even if sanctions are lifted, the stablecoin will remain competitive by offering fast, non-U.S. dollar cross-border settlements and yield tied to Russia’s high interest rates—currently around 13.5%. A7A5’s current market capitalization stands at approximately $500 million. However, its expansion still faces challenges stemming from restrictions imposed by Western financial infrastructure and from a draft Russian crypto regulation. The draft proposes capping annual investments by non-qualified investors at 300,000 rubles (roughly $4,000). Ogienko revealed that A7A5 is participating in consultations on this regulatory framework. He also noted that Russia’s future central bank digital currency (CBDC) will focus more on budgetary oversight than commercial applications—and therefore will not compete with A7A5.
Australia Plans to Reduce Capital Gains Tax Discount, Potentially Affecting Long-Term Digital Asset Holders
: Australian authorities plan to amend the capital gains tax system in the upcoming federal budget, with the adjustment covering cryptocurrencies and other digital assets. Currently, the Australian Tax Office treats most cryptocurrencies as capital gains tax assets, allowing individual investors who hold them for over 12 months to enjoy a 50% reduction in taxable gains.According to reports, the government is currently considering lowering the 50% discount rate to between 25% and 33%, or adopting inflation indexing to replace the fixed discount, meaning only the real appreciation above inflation would be taxed. The reform applies to stocks, exchange-traded funds, and digital currencies outside of pension accounts. Analysis indicates that the new rules could reduce the after-tax returns on high-growth tokens and may prompt retail investors to adjust their portfolios before the policy potentially takes effect on July 1, 2026. Specific details are pending confirmation in the Finance Minister's budget report.
Ripple to Share North Korean Threat Intelligence with Crypto Industry to Counter Long-Period Social Engineering Attacks
According to CoinDesk, Ripple announced on Monday that it will share its internal intelligence on North Korean hackers with Crypto ISAC, a threat intelligence-sharing organization for the cryptocurrency industry, to help businesses identify coordinated intrusion campaigns. This move comes amid a recent shift in attack patterns targeting the cryptocurrency sector. The April theft of $285 million from the Drift protocol was not a traditional smart-contract vulnerability exploit; instead, North Korean hackers spent months building relationships with Drift contributors and installing malware on their devices before stealing private keys. Ripple stated: “The strongest crypto security posture is a shared one. A threat actor rejected by one company after background screening may submit resumes to three other companies the same week. Without shared intelligence, each company starts from scratch.”
Bitcoin mining company MARA to acquire Long Ridge Energy for $1.5 billion
According to Reuters, Bitcoin mining company MARA Holdings (MARA.O) will acquire Long Ridge Energy & Power, a natural gas power plant operator, from FTAI Infrastructure (FIP.O) for $1.5 billion (including debt). This marks a significant step in the Bitcoin miner’s effort to transform into a digital infrastructure and energy company. The acquisition is expected to close in late 2026, subject to approvals from regulatory bodies including the Federal Energy Regulatory Commission (FERC). The company stated that the $1.5 billion transaction includes the assumption of approximately $785 million in existing debt, while Long Ridge’s power assets generate approximately $144 million in annual adjusted earnings.
Senator Tillis Ends Months-Long Obstruction, Clearing the Way for Waller’s Fed Chairmanship
According to The Wall Street Journal, North Carolina Republican Senator Thom Tillis said Sunday local time that he would support the confirmation of Kevin Warsh as Federal Reserve Chair, thereby clearing the final major hurdle for Trump’s chosen successor to Powell. Tillis had refused for months to vote in favor of Warsh, stating he would not advance any Fed nominee’s confirmation while the Justice Department’s criminal investigation into Powell remained ongoing—calling the probe an attack on the central bank’s independence. However, that investigation appears to have concluded last Friday. (Jin10)
Hyperliquid's Largest SPCX Long Position Fully Closed at $36.4 Million, Incurring a $300,000 Loss
According to on-chain analyst Ember CN, the largest SPCX long position on Hyperliquid has been fully closed, incurring a loss of $300,000. The address had opened a $36.4 million SPCX long position on Hyperliquid before the SPCX launch, with an average entry price of $171.4.After SPCX was listed and began trading, the price failed to continue rising. The address subsequently closed the position over the past few hours at an average price of $169.8.
“Brother Maji” Suffers Partial Liquidation Again on 25x Long ETH Position; Cumulative Losses Reach ~$35 Million
According to on-chain analyst Onchain Lens (@OnchainLens), “Brother Maji” has again suffered partial liquidations amid the market downturn; most of his 25x-leveraged long ETH position has been closed, resulting in cumulative losses of approximately $35 million so far.
Analysis: Bitcoin MVRV Metric Suggests Bear Market May Be Nearing Its End, But Bottom Not Yet Confirmed
According to Odaily, a key on-chain indicator for Bitcoin, the Market Value to Realized Value Z-Score (MVRV Z-Score), is approaching the typical threshold seen at historical bear market bottoms. This metric measures the deviation of Bitcoin's market price from its realized value (the average cost of each coin since its last on-chain transaction), helping investors determine whether the asset is overvalued or undervalued.Data shows that the current MVRV Z-Score stands at 0.24, approaching the upper boundary of the green zone historically considered the "accumulation range" (around 0 and below). Historically, the bottom of every major bear market has occurred when this indicator touched or briefly dipped into the green zone: during the first major crash in 2011-2012, in 2014, at the end of 2018, and in the second half of 2022, each time paving the way for a subsequent bull run.However, the absolute bottom has not yet been confirmed. On-chain data shows that the Short-Term Holder MVRV (STH-MVRV) is 0.84, while the Long-Term Holder MVRV (LTH-MVRV) remains as high as 1.29, indicating that long-term holders still possess substantial unrealized profits. Historically, when the MVRV of short-term and long-term holders converge, a cyclical bottom tends to form (as was the case in 2015, 2019, and 2022).Although it is difficult to precisely predict the market bottom, after the hundreds of billions of dollars in sell-offs last week, conditions that have historically signaled a rebound are gradually emerging. This suggests that the Bitcoin bear market may be approaching its end, and investors can monitor on-chain MVRV indicators and changes in holder behavior to identify potential buying opportunities. (CoinDesk)
Sell SK Hynix shares equivalent to 40% of daily trading volume? Analyst suggests 7709 HK may need to sell 2 million SK Hynix shares at Monday's South Korea market open
Odaily AI investor degentrading posted on X platform, stating that 7709 HK appears to need to sell 2 million shares of SK Hynix stock when the South Korean market opens on Monday, equivalent to 40% of the daily trading volume. It was also noted that the data is based on personal calculations, and community feedback and corrections are encouraged.Note: 7709.HK is the SK Hynix Daily (2x) Leveraged Product issued by CSOP (CSOP Double Long SK Hynix). Rebalancing is typically executed at the close of the Korea Exchange (KRX), but due to time zone differences and potential Monday opening gaps, actual selling pressure may concentrate in the early Monday session. This data is the analyst's personal estimate based on public market information.
Whale "Set 10 Big Goals First" Sees Unrealized Profit of $3.62 Million on Long BTC Position
whale "Set 10 Big Goals First" has shared a screenshot showing an unrealized profit of $3.62 million on a 4x long Bitcoin position.
Whale Loracle Continues Accumulating and Averaging Down ZEC Long Positions, Increasing Exposure to $10.8 Million and Inadvertently Becoming ZEC’s Largest Market Participant
According to Hyperinsight monitoring, during ZEC’s sharp price decline, Loracle—a well-known trader on Hyperliquid—saw the unrealized losses on their long positions continuously widen. In response to the downward trend, this address persistently added to its long positions against the market, deploying large sums to “hold firm” through the downturn; it accumulated longs all the way down to near $250, lowering the average entry price from above $500 to $354.
Ripple to Share North Korean Threat Intelligence with Crypto Industry to Counter Long-Period Social Engineering Attacks
According to CoinDesk, Ripple announced on Monday that it will share its internal intelligence on North Korean hackers with Crypto ISAC, a threat intelligence-sharing organization for the cryptocurrency industry, to help businesses identify coordinated intrusion campaigns. This move comes amid a recent shift in attack patterns targeting the cryptocurrency sector. The April theft of $285 million from the Drift protocol was not a traditional smart-contract vulnerability exploit; instead, North Korean hackers spent months building relationships with Drift contributors and installing malware on their devices before stealing private keys. Ripple stated: “The strongest crypto security posture is a shared one. A threat actor rejected by one company after background screening may submit resumes to three other companies the same week. Without shared intelligence, each company starts from scratch.”
Senator Tillis Ends Months-Long Obstruction, Clearing the Way for Waller’s Fed Chairmanship
According to The Wall Street Journal, North Carolina Republican Senator Thom Tillis said Sunday local time that he would support the confirmation of Kevin Warsh as Federal Reserve Chair, thereby clearing the final major hurdle for Trump’s chosen successor to Powell. Tillis had refused for months to vote in favor of Warsh, stating he would not advance any Fed nominee’s confirmation while the Justice Department’s criminal investigation into Powell remained ongoing—calling the probe an attack on the central bank’s independence. However, that investigation appears to have concluded last Friday. (Jin10)
0xSun: News-Driven Trading Still Holds Advantages, Currently Inclined to Long BTC and Hedge by Shorting Altcoins
Odaily News Trader 0xSun posted stating that news-driven trading remains one of the more cost-effective strategies in the current crypto market, with its core lying in the directionality and volatility brought by events.Reviewing several recent events, including abnormal ETH transactions, Arc fee adjustments, TAO ecosystem changes, RAVE-related investigations, and the KelpDAO security incident, all triggered significant price fluctuations within a short period. He believes that participating in such opportunities relies on either the speed of information acquisition or the ability to judge the impact of events.Furthermore, he indicated that as the recent altcoin market has gradually cooled down, he has resumed the strategy of going long on BTC while hedging by shorting some altcoin assets. He believes that against the backdrop of relatively weak liquidity and the fading of certain narratives, the overall performance of altcoins may face relatively more pressure.
Kelp Incident Causes ZRO to Drop; A Whale Loses $2.88 Million as Part of Long Position Liquidated
According to on-chain analyst Onchain Lens (@OnchainLens), Kelp DAO lost approximately $294 million in the cross-chain bridge exploit. As a result, $ZRO dropped from $2 to $1.40. A whale holding a long $ZRO position on HyperLiquid was partially liquidated, incurring a loss of $2.88 million. The whale still holds the position, with an unrealized loss exceeding $750,000 and a total loss of approximately $28.98 million.
Audiera Releases Agent Economy Roadmap, Evolving into Agent-Native Participation Economy
Odaily News Audiera officially released its Agent Economy Roadmap, outlining a long-term strategic vision to evolve from an AI-Native entertainment platform into an Agent-Native Participation Economy.The five key phases of the roadmap are as follows:- Phase 1: Participation Infrastructure — Completed. Launched Telegram Mini-App, Web3 dApp, mobile rhythm game, AI music studio, AI voting system, and the BEAT token economy.- Phase 2: Persistent Agent Identity — Completed/Ongoing. Introduced AI companions such as Kira & Ray, featuring memory systems and emotional interaction layers, transforming Agents into digital lifeforms with enduring relationships.- Phase 3: Agent Participation Layer — Current focus (partially launched). Agents can autonomously create content, participate in events, vote on curation, and interact with users, earning BEAT through engagement scoring and reward mechanisms.- Phase 4: Agent Economy (2026–2027). Will introduce Agent wallets, deployment frameworks, and skill marketplaces (including creator, curator, social, and gaming skills), enabling Agents to autonomously generate, own, and trade value.- Phase 5: Open Agent Network (Long-term Vision). Aims to achieve autonomous collaboration among Agents, an open Agent marketplace, third-party developer integration, and cross-platform participation, positioning Audiera as the underlying coordination layer for the Agent economy.https://audiera.fi/
ProShares to Launch 2x Long SpaceX ETF, Listed on IPO Day
: ProShares, the world's largest issuer of leveraged and inverse ETFs, announced that it will launch a 2x Long ETF on June 12, the first day of SpaceX's (SPCX) IPO, tracking 2x (pre-fees) the daily returns of the stock. While directly listing a single-stock leveraged ETF on the IPO day is uncommon, it has become increasingly popular in recent years for high-profile tech and growth stock IPOs, reflecting significantly heightened demand for leveraged exposure to high-volatility new stocks among retail and short-term traders.
Delphi Digital: Only About 12% of Newly Listed Tokens on CEXs Since January Last Year Have Outperformed Their Issuance Price, Reflecting Market Depth Imbalance
Delphi Digital has released its "Token Market Status Report," indicating that the token market in this cycle has been suppressed by multiple structural issues, including token unlocks occurring on a fixed schedule regardless of project performance, protocol revenues failing to effectively flow back to token holders, and airdrops gradually evolving into sources of exit liquidity.The report shows that since January 2025, among all newly listed tokens on major centralized exchanges (CEX), if purchased on the listing day and held to the present, an average investment of $1,000 would have dwindled to approximately $500. The median decline is 82%, with only about 12% of tokens still trading above their issuance price, reflecting a market structure that prioritizes "listing quantity over quality."Regarding tokenomic design, the research points out that across more than 400 unlock events, within a sample of 33, 28 tokens significantly underperformed relative to Bitcoin in the three weeks before and after the unlock, resulting in an average excess loss of approximately 7%. Moreover, most unlocks occur within 30 days, making it difficult for the market to effectively absorb the supply shock.The report also notes that the long-standing industry issue of "missing value accrual" is beginning to change. An increasing number of protocols are starting to use "Fee Switch" mechanisms to return revenue to token holders. For example, Hyperliquid allocates nearly all its fees to buybacks, Uniswap is burning 100 million UNI tokens, Jupiter uses 50% of its fees for buybacks locked for three years, and Aave has passed a DAO-approved weekly buyback plan of $1 million.However, the report emphasizes that fee-based buybacks alone are insufficient to resolve supply pressure. For instance, the scale of buybacks for some projects still cannot offset the selling pressure from token unlocks, leading to a situation where "buybacks only offset inflation but fail to generate net buying pressure."Simultaneously, the structure of institutional capital is shifting. Institutional holdings of Bitcoin-related ETFs like IBIT have grown 62% year-over-year, with advisory channels increasing by 204% and sovereign wealth funds and endowments rising by 228%, while arbitrage-focused hedge funds continue to exit. Long-term capital, including BlackRock, Morgan Stanley, and Mubadala Investment Company, is increasing its allocation.The report concludes that in the next phase, more attractive token assets will simultaneously feature "revenue accrual mechanisms" and "supply release structures linked to protocol performance." However, the current market remains in the early stages of structural repair.
“White-Haired Stock Guru” Serenity: Bullish on Long-Term Opportunities in Chinese Stocks, Foreign Investor Perspectives May Be Underestimated by the Market
“White-Haired Stock Guru” Serenity posted on X platform, stating that the public often interprets his stock picks as “harvesting retail investors,” but he hopes his recommended targets can change the market’s perception that certain stocks are only suitable for short-term speculation, and prove that high-quality companies also possess long-term holding value.Serenity pointed out that the only Chinese concept stock he recommended last year was the optical module manufacturer Zhongji Innolight (Innolight), which has since hit an all-time high, achieving a cumulative gain in the triple digits. He stated that his investment logic is primarily based on Western institutional research frameworks, comprehensively referencing research views from institutions such as JPMorgan Chase and Goldman Sachs, and focusing closely on demand changes from US cloud computing giants like Google and Microsoft.Furthermore, Serenity mentioned that when researching individual stocks, he also continuously evaluates geopolitical and game theory factors, for example in his analysis of companies like AXT. He believes that the perspective of foreign investors can bring different types of Alpha to the Chinese stock market, and he looks forward to further exploration of investment opportunities in the Chinese stock market in the future.Regarding the rumor circulating in the market that there is a Chinese institutional team behind him, Serenity denied it, emphasizing that he is just an individual investor who shares his investment thoughts daily. English is his primary language, and since most of his content is posted via mobile phone, posting over 20 times a day, occasional spelling errors are normal.
ChatGPT Introduces Conversation Directory Navigation for Quick Content Access in Long Conversations
ChatGPT introduces a conversation table-of-contents navigation feature. Once a single conversation reaches a certain length, the system automatically generates a table of contents to help users quickly jump to and browse historical content.
“BTC OG Insider Whale” Agent: Only the Convergence of Three Factors – Credit, Fed, Geopolitics – Will Trigger a Market Turning Point
Odaily报道, “BTC OG insider whale” Garrett Jin has released his “Weekly Market Strategy Signal.” In his analysis, he points out that the current geopolitical situation and the trajectory of the US dollar are deadlocked: despite US strikes on Iranian-related targets, tensions in the Strait of Hormuz remain unresolved. Although US Secretary of State Rubio signaled “positive news,” the peace agreement proposed by Iran has already been vetoed by the White House.Long-term US Treasury yields continue to hover in the 5.07% – 5.18% range, reaching their highest levels in 19 years. The S&P 500 index briefly hit a new high before quickly pulling back. Garrett Jin believes that a single positive or negative catalyst is insufficient to change the market landscape. Only when at least two of the three key factors—the credit environment, Federal Reserve policy, and geopolitical conditions—converge can the market experience a substantial shift.On another front, capital expenditure in the AI sector is accelerating its shift from the United States to Asia. ByteDance plans to increase its capital expenditure to as high as $70 billion this year, while Tencent and Alibaba are also ramping up their investments. Competition in the AI arena has now escalated to the level of national competition.
Related news
Loracle ZEC 10x Long Position Floating Profit Reaches $4.5 Million
According to Onchain Lens monitoring, as the ZEC price rises again, Loracle's ZEC 10x long position currently has a floating profit of approximately $4.5 million. The address has increased its NEAR 10x long position to 4.23 million NEAR, while still holding long positions in HYPE, WLD, TON, ASTER, XMR, and TSLA, with total floating profits of $3.48 million.
Coinbase CEO: Remains Bullish on Bitcoin as Always, Holds Long-Term Long Position
Odaily Odaily News: Coinbase CEO Brian Armstrong posted on platform X, stating that he is as bullish on Bitcoin as ever and still holds a long-term long position. He noted that things are never as good or as bad as they seem.
Serenity on Technical Analysis: More Like “Astrology” for Traders—Long-Term Stock Price Trends Are Still Determined by Fundamentals
“White-Haired Stock God” Serenity stated that technical analysis is primarily a tool for observing market sentiment and trading behavior, and is unreliable for accurately predicting a stock’s true upside potential. He believes the core drivers behind hot sectors such as AI and semiconductors remain fundamentals, industry catalysts, and earnings expectations.
Hyperliquid's Largest SPCX Long Position Fully Closed at $36.4 Million, Incurring a $300,000 Loss
According to on-chain analyst Ember CN, the largest SPCX long position on Hyperliquid has been fully closed, incurring a loss of $300,000. The address had opened a $36.4 million SPCX long position on Hyperliquid before the SPCX launch, with an average entry price of $171.4.After SPCX was listed and began trading, the price failed to continue rising. The address subsequently closed the position over the past few hours at an average price of $169.8.
Audiera Releases Agent Economy Roadmap, Evolving into Agent-Native Participation Economy
Odaily News Audiera officially released its Agent Economy Roadmap, outlining a long-term strategic vision to evolve from an AI-Native entertainment platform into an Agent-Native Participation Economy.The five key phases of the roadmap are as follows:- Phase 1: Participation Infrastructure — Completed. Launched Telegram Mini-App, Web3 dApp, mobile rhythm game, AI music studio, AI voting system, and the BEAT token economy.- Phase 2: Persistent Agent Identity — Completed/Ongoing. Introduced AI companions such as Kira & Ray, featuring memory systems and emotional interaction layers, transforming Agents into digital lifeforms with enduring relationships.- Phase 3: Agent Participation Layer — Current focus (partially launched). Agents can autonomously create content, participate in events, vote on curation, and interact with users, earning BEAT through engagement scoring and reward mechanisms.- Phase 4: Agent Economy (2026–2027). Will introduce Agent wallets, deployment frameworks, and skill marketplaces (including creator, curator, social, and gaming skills), enabling Agents to autonomously generate, own, and trade value.- Phase 5: Open Agent Network (Long-term Vision). Aims to achieve autonomous collaboration among Agents, an open Agent marketplace, third-party developer integration, and cross-platform participation, positioning Audiera as the underlying coordination layer for the Agent economy.https://audiera.fi/
ProShares to Launch 2x Long SpaceX ETF, Listed on IPO Day
: ProShares, the world's largest issuer of leveraged and inverse ETFs, announced that it will launch a 2x Long ETF on June 12, the first day of SpaceX's (SPCX) IPO, tracking 2x (pre-fees) the daily returns of the stock. While directly listing a single-stock leveraged ETF on the IPO day is uncommon, it has become increasingly popular in recent years for high-profile tech and growth stock IPOs, reflecting significantly heightened demand for leveraged exposure to high-volatility new stocks among retail and short-term traders.