WTF is Obsidian??
1/
Most perp DEXs today are LARPing as “innovations.”
Same coins, same charts, same points games, zero awareness of what is actually moving the world.
Obsidian exists because that meta is cooked.
Hexens Builder Support × @obsdntrade
Happy to have supported @obsdntrade through our Builder Support program, backing early-stage teams building thoughtful protocols in Web3.
Our audit focused on account delegation (ERC-1271), order and balance modules (EIP-712), and vault
The Chinese ChatGPT is up 10x in 5 months.
Zhipu AI (2513.HK)
$69B market cap.
Just added to Hang Seng Tech Index.
Shanghai STAR dual listing approved last week.
Trained their frontier model on Huawei chips. Zero Nvidia.
No US ADR. No perps. No tokenized
Just a heads up - we will be launching closed alpha this week.
Tune in - just trying to make sure for our traders can run their trades and making sure all risk parameters are in check.
KOSPI just triggered the circuit breaker. -8% at open.
Trading halted 20 minutes. Nikkei -4%.
War. Oil. Fed.
The 3 Asian AI names with no Western listing are getting force-sold right now:
Hanmi Semi (042700.KS)
Samsung Electro-Mechanics (009150.KS)
Kioxia (6600.T)
Order books
KOSPI -5.5% today.
Korean retail panic-sold one name harder than any other.
Hanmi Semi (042700.KS)
The only company that makes the machine that stacks every AI memory chip.
Sells to both Hynix AND Samsung.
Booked through late 2027.
$39B market cap. No US listing. No way for
great news everyone, markets got nuked after close so its officially a great time to buy.
KOSPI -5.5%, Hynix -10%, AVGO -12%, nothing says value like a falling knife.
back up the truck. load the bags. trust me bro.
this is fine lol
Biggest semi IPO of 2026 lands this month.
CXMT. China's #4 DRAM maker.
Q1 revenue: $7.3B, up 115% in one quarter.
Profit up 1,688% year-over-year.
Valuation range: $42B floor, $290B bull case.
Lists on Shanghai STAR. No US ADR. No HKEX.
99% of Western capital can't touch it.