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ArkStream Founding Partner: Discussed Investment with Li Bojie, But Later Found the Contract Extremely Amateurish and Unclear on Unlock Terms

Ye Su, Founding Partner of ArkStream Capital, posted on X: "Li Bojie also approached us during the fundraising stage. At the time, we thought the project had a solid background and expressed interest. Later, during the due diligence phase, we found that Li Bojie deliberately conflated interested funds with those that had already invested. The contract he sent over was extremely amateurish, and the team hadn't even figured out how to unlock the tokens. One moment they said 'we'll decide then', and the next 'we can set a term for now', so we decided to pass."Ye Su also mentioned: "Having been in primary investments for 8 years, my deepest insight is that a founder's character has nothing to do with their talent. When founders are down and fundraising, they are very humble. But when they start to gain something, that is the true test of a person's integrity. Li Bojie is a perfect example. The fact that he dares to come out and respond shows he is brazenly cheating people out of their money."

Polymarket has a new prediction market: "June world is peaceful and uneventful," with the probability of nothing happening currently reported at 86%

Odaily Seer Channel monitors that Polymarket has launched a new prediction market titled "June world is peaceful and uneventful." Currently, the probability of something major happening (Something) stands at 14%, while the probability of nothing happening (Nothing) is reported at 86%.Traders believe there is an 86% likelihood that the market will see "no major progress" in June, as no significant diplomatic or policy breakthroughs appear imminent in the initial weeks.If any of the following conditions are met between the market creation and June 30, 2026, at 11:59 PM Eastern Time (US):- WTI crude oil price breaks through $150;- The U.S. confirms the existence of extraterrestrials;- The Federal Reserve decides on any policy adjustments in June;- A ceasefire between Russia and Ukraine;- Iran agrees to hand over its enriched uranium stockpile.Then the market will be settled as "Something"; otherwise, it will be settled as "Nothing."Odaily Seer Channel continues to follow prediction markets, seeing the changes before prices are set.

Elon Musk: SpaceX is internally exploring chip manufacturing, targeting mass production by March 2028

Odaily reports: SpaceX released its third-quarter financial results after the U.S. stock market closed early this morning. During the investor call following the earnings release, analyst Adam Jonas asked Elon Musk about "whether SpaceX has already purchased lithography equipment and the progress of its in-house chip manufacturing."Elon Musk responded: "We are still figuring out chip manufacturing technology. I can share our internal expectations, though these expectations obviously carry great uncertainty, because we don't yet know whether we can actually achieve the goal. But our internal target right now is to try to produce the first fully functional test chip around May or June of next year. It will only be something like an SRAM chip, mainly used to test the entire production line. It will be completed at our research fab in Austin. Our goal is to achieve large-scale mass production at the Terafab main site at Gibbons Creek by the third quarter of 2028. Of course, these timelines are very aggressive. To achieve this goal, we are very grateful to ASML and all other suppliers for their support in accelerating equipment delivery."

Bonk Guy: I'm not an "all-knowing trader," I can't guarantee every trade is right

Odaily report: Well-known trader Bonk Guy once again responded to skeptics, urging the public not to assume that he "knows something" or "should know something," and stating that he, like many others, is just a Degen and an ordinary trader, often getting only 2 to 4 hours of sleep a day, so it's not that he doesn't make mistakes — his "fame" actually magnifies those mistakes.Bonk Guy added that his goal was never to be right on every trade, but to achieve overall profitability through enough correct trades; if people think his judgment is wrong, rather than directly criticizing him, it would be more beneficial for both sides to point out the error and share a better alternative.

Polymarket has a new prediction market: "June world is peaceful and uneventful," with the probability of nothing happening currently reported at 86%

Odaily Seer Channel monitors that Polymarket has launched a new prediction market titled "June world is peaceful and uneventful." Currently, the probability of something major happening (Something) stands at 14%, while the probability of nothing happening (Nothing) is reported at 86%.Traders believe there is an 86% likelihood that the market will see "no major progress" in June, as no significant diplomatic or policy breakthroughs appear imminent in the initial weeks.If any of the following conditions are met between the market creation and June 30, 2026, at 11:59 PM Eastern Time (US):- WTI crude oil price breaks through $150;- The U.S. confirms the existence of extraterrestrials;- The Federal Reserve decides on any policy adjustments in June;- A ceasefire between Russia and Ukraine;- Iran agrees to hand over its enriched uranium stockpile.Then the market will be settled as "Something"; otherwise, it will be settled as "Nothing."Odaily Seer Channel continues to follow prediction markets, seeing the changes before prices are set.

Trump threatens to strike Iran's "Mount Khao" underground nuclear facility

Trump stated in an interview that the U.S. will strike Iran's "Mount Khao" underground nuclear facility and warned that it will continue to launch fierce airstrikes against Iran. Trump said, "We will destroy 'Mount Khao.' Tell the Iranians to be prepared." He noted that the U.S. has been closely monitoring the facility, adding, "There's no activity there right now. Their nuclear program is not progressing well. Every time we detect something, we blow it up. We might strike 'Mount Khao' very soon." Reportedly, "Mount Khao" is located near Iran's Natanz uranium enrichment facility and contains two deep underground tunnel complexes. It is considered one of Iran's most fortified underground nuclear facilities, potentially capable of withstanding attacks from even the most powerful U.S. bunker-buster bombs currently in service. Trump also reiterated that the U.S. will continue its heavy strikes against Iran tonight and tomorrow, stating, "We will hit them hard tonight and hit them hard tomorrow. There's nothing they can do about it." (Jin Shi)

Elon Musk: SpaceX is internally exploring chip manufacturing, targeting mass production by March 2028

Odaily reports: SpaceX released its third-quarter financial results after the U.S. stock market closed early this morning. During the investor call following the earnings release, analyst Adam Jonas asked Elon Musk about "whether SpaceX has already purchased lithography equipment and the progress of its in-house chip manufacturing."Elon Musk responded: "We are still figuring out chip manufacturing technology. I can share our internal expectations, though these expectations obviously carry great uncertainty, because we don't yet know whether we can actually achieve the goal. But our internal target right now is to try to produce the first fully functional test chip around May or June of next year. It will only be something like an SRAM chip, mainly used to test the entire production line. It will be completed at our research fab in Austin. Our goal is to achieve large-scale mass production at the Terafab main site at Gibbons Creek by the third quarter of 2028. Of course, these timelines are very aggressive. To achieve this goal, we are very grateful to ASML and all other suppliers for their support in accelerating equipment delivery."

Citrini Comments on "AI Stock God Seeking New Funding Support": The Fund's Founding LPs Still Have a 130% Return Rate, Will Likely Buy the Dip, the Fund Will Secure Sufficient Capital and Unwind Hedges to Avoid Liquidation

: In response to recent reports that "AI stock god Leopold Aschenbrenner's Situational Awareness Fund is seeking new capital support," well-known investment research firm Citrini officially commented on X platform: "If you are an LP of Situational Awareness, you invested in the fund based on information from its offering memo, such as 'AI is the only thing that matters, and if you recognize this and wish to invest in a vehicle that expresses this view by going all-in long on the most leveraged expression of our most optimistic AI thesis in the stock market, then you invest.' Not just because you're bullish on AI, but because you believe Leopold is one of the few 'hundreds' / knows these 'hundreds' who will bring about the machine god by 2030. And then, over the next two years, this fund did exactly what it promised. And it went up. Probably over 20x, if I recall correctly.Again, in this scenario, you are the person who read 'Situational Awareness' (that paper) and said: 'Yes, I agree AI is more powerful than nuclear bombs and will turn the world upside down before the end of this decade. And I want to put my investment into the hedge fund version of that thesis.' Now those stocks have fallen, so the fund's assets have also fallen.Let me ask you—do these LPs look like the type of people who would turn bearish on AI just because SK Hynix dropped 50% in six weeks? The kind who likely view the level of tech optimism akin to 'I'm going long TQQQ' as normal people treat municipal bond fund investments?Yeah... I wouldn't expect many of them to be calling Mr. Ash Burner to complain right now. Some people don't realize how insane a 2200% gain since inception (2024) really is. To put it in perspective, if you invested $100 million when SALP launched and lost ninety percent (of those gains) in July, your investment would still be worth $230 million today.I think LPs are very likely to buy the dip. Situational Awareness will get the money they're asking for. And once the capital is in, they will unwind their (likely short-term) hedges because they won't face the risk of being liquidated by their prime broker. This means the market makers who sold them those hedges will have to delta-hedge their unwind on what could be a fairly significant notional exposure. At the same time, they will deploy these funds into what they see as 'the best buying opportunity since April 2025.' I don't think Leopold is in trouble; rather, it's more likely he can raise the capital he needs, meaning it's more probable Leopold triggers a market bottom than drives AI stocks lower.If there's something I'm missing that would cause this group of AI super-believers—who are likely still significantly profitable on their SALP investment—to decide they'd rather not buy the dip, then yeah, any stock that even smells of AI might head straight to hell. But... (that's not the reality).”

Uniswap Founder: DEX Aggregators Haven’t Eliminated AMM Distribution Advantages

Uniswap founder Hayden posted on X, stating that one of the biggest misconceptions in the DeFi space is that DEX aggregators have eliminated the distribution advantages of AMMs. Listing a token on Uniswap is like being simultaneously listed on all global exchanges for free, something other AMMs cannot achieve.

Related news

Elon Musk: SpaceX is internally exploring chip manufacturing, targeting mass production by March 2028

Odaily reports: SpaceX released its third-quarter financial results after the U.S. stock market closed early this morning. During the investor call following the earnings release, analyst Adam Jonas asked Elon Musk about "whether SpaceX has already purchased lithography equipment and the progress of its in-house chip manufacturing."Elon Musk responded: "We are still figuring out chip manufacturing technology. I can share our internal expectations, though these expectations obviously carry great uncertainty, because we don't yet know whether we can actually achieve the goal. But our internal target right now is to try to produce the first fully functional test chip around May or June of next year. It will only be something like an SRAM chip, mainly used to test the entire production line. It will be completed at our research fab in Austin. Our goal is to achieve large-scale mass production at the Terafab main site at Gibbons Creek by the third quarter of 2028. Of course, these timelines are very aggressive. To achieve this goal, we are very grateful to ASML and all other suppliers for their support in accelerating equipment delivery."

CZ Responds to Vitalik on AI and Cryptographic Security: Teaming Up Could Make a Difference

Responding to Vitalik’s lengthy post warning that AI-accelerated mathematical research could jeopardize cryptographic security, CZ posted on X that he rates Vitalik’s math proficiency at 99.99 points and his own at 0.01 points, joking, "Put together, we might actually accomplish something." CZ also noted that while readers might find Vitalik's technical analysis as challenging to follow as he does, it is still worth diving into such an engaging discussion. Previously, Vitalik Buterin posted a warning that AI-accelerated mathematical research could significantly weaken the practical security of lattice-based cryptosystems within the next two years, affecting related technologies such as ML-DSA and fully homomorphic encryption (FHE), and potentially exposing ECDSA to cryptographic breakthroughs earlier than anticipated. He suggested that AI could accelerate mathematical research progress comparable to that of the past 50 years within just two years. Consequently, over the past year, the Ethereum Lean roadmap has been gradually shifting toward pure hash-based signature schemes to reduce dependence on lattice-based cryptography.

Robinhood will keep Robinhood Chain platform-neutral, avoiding favoring specific projects

Odaily News: Robinhood CEO Vlad Tenev stated that Robinhood Chain will not deliberately pick or support specific winners, and will remain platform-neutral while minimizing fees as much as possible. Robinhood aims to help developers and will continue to attract more users and developers to Robinhood Chain, building it into something better.

Bonk Guy: I'm not an "all-knowing trader," I can't guarantee every trade is right

Odaily report: Well-known trader Bonk Guy once again responded to skeptics, urging the public not to assume that he "knows something" or "should know something," and stating that he, like many others, is just a Degen and an ordinary trader, often getting only 2 to 4 hours of sleep a day, so it's not that he doesn't make mistakes — his "fame" actually magnifies those mistakes.Bonk Guy added that his goal was never to be right on every trade, but to achieve overall profitability through enough correct trades; if people think his judgment is wrong, rather than directly criticizing him, it would be more beneficial for both sides to point out the error and share a better alternative.

Citrini Comments on "AI Stock God Seeking New Funding Support": The Fund's Founding LPs Still Have a 130% Return Rate, Will Likely Buy the Dip, the Fund Will Secure Sufficient Capital and Unwind Hedges to Avoid Liquidation

: In response to recent reports that "AI stock god Leopold Aschenbrenner's Situational Awareness Fund is seeking new capital support," well-known investment research firm Citrini officially commented on X platform: "If you are an LP of Situational Awareness, you invested in the fund based on information from its offering memo, such as 'AI is the only thing that matters, and if you recognize this and wish to invest in a vehicle that expresses this view by going all-in long on the most leveraged expression of our most optimistic AI thesis in the stock market, then you invest.' Not just because you're bullish on AI, but because you believe Leopold is one of the few 'hundreds' / knows these 'hundreds' who will bring about the machine god by 2030. And then, over the next two years, this fund did exactly what it promised. And it went up. Probably over 20x, if I recall correctly.Again, in this scenario, you are the person who read 'Situational Awareness' (that paper) and said: 'Yes, I agree AI is more powerful than nuclear bombs and will turn the world upside down before the end of this decade. And I want to put my investment into the hedge fund version of that thesis.' Now those stocks have fallen, so the fund's assets have also fallen.Let me ask you—do these LPs look like the type of people who would turn bearish on AI just because SK Hynix dropped 50% in six weeks? The kind who likely view the level of tech optimism akin to 'I'm going long TQQQ' as normal people treat municipal bond fund investments?Yeah... I wouldn't expect many of them to be calling Mr. Ash Burner to complain right now. Some people don't realize how insane a 2200% gain since inception (2024) really is. To put it in perspective, if you invested $100 million when SALP launched and lost ninety percent (of those gains) in July, your investment would still be worth $230 million today.I think LPs are very likely to buy the dip. Situational Awareness will get the money they're asking for. And once the capital is in, they will unwind their (likely short-term) hedges because they won't face the risk of being liquidated by their prime broker. This means the market makers who sold them those hedges will have to delta-hedge their unwind on what could be a fairly significant notional exposure. At the same time, they will deploy these funds into what they see as 'the best buying opportunity since April 2025.' I don't think Leopold is in trouble; rather, it's more likely he can raise the capital he needs, meaning it's more probable Leopold triggers a market bottom than drives AI stocks lower.If there's something I'm missing that would cause this group of AI super-believers—who are likely still significantly profitable on their SALP investment—to decide they'd rather not buy the dip, then yeah, any stock that even smells of AI might head straight to hell. But... (that's not the reality).”

Uniswap Founder: DEX Aggregators Haven’t Eliminated AMM Distribution Advantages

Uniswap founder Hayden posted on X, stating that one of the biggest misconceptions in the DeFi space is that DEX aggregators have eliminated the distribution advantages of AMMs. Listing a token on Uniswap is like being simultaneously listed on all global exchanges for free, something other AMMs cannot achieve.