Odaily Editorial Team Chat (May 27)

This is an "informal" column from within the Odaily editorial department. Here, the author shares instant thoughts and different perspectives on industry news, data, hot events, and their finer details; explores investment ideas and opportunity hypotheses still under verification—these may not be direct wealth passwords, but could simply be questions; shares observations gained from communicating with industry practitioners; and presents materials that have genuinely enhanced our understanding, whether from internal or external sources.

The content of this column is based on the actual investment and observational experiences of Odaily editorial members. It does not accept any form of commercial advertising, nor does it constitute investment advice (after all, we are equally experienced in losing money). Its purpose is merely to expand perspectives and supplement information sources, not to create consensus. You are welcome to join the Odaily community (Telegram Group, X Official Account) to discuss, question, and joke around together.

Wenser (@wenser2010)

Bio: Tea Pouring Apprentice, Crypto Hobbyist, Media Observer

Sharing: 1. Lately, there's been a lot I want to complain about. Let's talk about Futu and Tiger brokers being heavily penalized, which was actually expected. Many people in my circle are discussing this, and I think it marks a symbolic turning point, meaning the window for asset allocation for people in China has narrowed further. If you don't trade Hong Kong or US stocks, you can only buy some high-quality assets through the limited channels of funds, with many restrictions, including both channels and amounts. While objectively beneficial for the crypto market, it's only because crypto can buy some time to develop, exchanging time for space.

2. The development of AI is triggering an existential value crisis for humanity, forcing even the Vatican Pope to respond. I also saw earlier that the two Anthropic employees who shaped Claude's soul were academics in philosophy. I feel that in an era of technological explosion, reading some philosophy is quite necessary.

3. SpaceX is about to IPO. Several events I placed bets on Polymarket are about to settle. If you want to catch the tail end, you can check them out; search for SpaceX to find them.

4. The US stock market tycoon Trump is still going strong. In the past couple of days, his endorsements pushed Micron's market cap above one trillion dollars. Coupled with the government's earlier investments in several quantum computing concept stocks, I suggest keeping an eye on stocks like Infleqtion, RGTI, QUBT, QBTS, IONQ, and IBM.

Azuma (@azuma_eth)

Bio: Beginner, still learning

Sharing: My recent trading frequency has been relatively low. The few operations include:

1. A couple of weeks ago, when Crypto was performing well, I shifted some positions to US stocks, mainly buying RKLB (plan to hold until SpaceX IPO), HOOD (optimistic about the US stock market uptrend and Q2 earnings reports around the World Cup cycle), and indices.

2. xStocks Point Farming: I feel that farming xStocks points is currently a cost-effective opportunity to position for the "US stock tokenization" narrative. Casual players can simply hold xStocks US stock tokens statically; those willing to monitor occasionally can provide LP—especially recommending STRIC's LP due to minimal volatility and higher efficiency. (If interested, use this link: https://defi.xstocks.fi/points?ref=IJTX43YQ)

3. Put some stablecoins into Pendle LP on Apyx and Saturn, betting on the interest-bearing stablecoin narrative of the STRC ecosystem.

4. Prediction market active trading earlier was a disaster. Before the World Cup, I plan to only do hedging volume farming and market making.

golem (@web3_golem)

Bio: golem's Whimsical Ideas

Sharing: I'm currently holding a long position on SPCX. SpaceX plans to IPO on June 12th. If it doesn't hit my take-profit point, I'll hold until the IPO day. I think SpaceX's current market cap of about $2.4 trillion isn't very high; it might even challenge the $3 trillion mark on the first day of the IPO. The logic for being bullish on SpaceX is simple: buying the "Musk premium." He might be the most charismatic figure in the US stock market besides Trump right now.

Plus, thanks to the development of crypto Pre-IPO platforms, ordinary people can participate in the early pricing of SPCX, getting a chance to board this wealth train. Being able to personally participate in the largest IPO in human history makes the amount of profit secondary. Opportunities to witness and participate in history like this don't come every day. When Goldman Sachs says the SpaceX IPO is a once-in-a-generation opportunity, it's no exaggeration.

Asher (@Asher_0210)

Bio: Regular routine, long-term investment

Sharing: Some thoughts on the recent prediction market track. The World Cup starts in less than 3 weeks, and this is a time for significant growth in prediction markets. Although Binance launched predict.fun on its main site, it blocks mainland Chinese users, so I'm closely watching when it will open up. OKX has reportedly been internally testing its own prediction market platform for a long time. I'm watching to see if it will launch soon and whether it will open up to mainland Chinese users. Hyperliquid's HIP-4 testnet already has World Cup prediction events. The mainnet launch isn't far off, and the 0% opening fee is indeed attractive. Let's see if this pushes Binance and OKX to open up to mainland users sooner.

Qin Xiaofeng (@QinXiaofeng888)

Bio: Options enthusiast, Meme bag holder

Sharing: In terms of operations, I've been consistently trading on Polymarket, with a trading volume nearing $700,000, ranking around 22,000. I was once in the top 10,000 for profits but have fallen far behind now. Recently, Polymarket official members have been constantly hinting at POLY token-related content, so the TGE probably isn't far off.

Also, exchanges have started to make big moves recently. Over the past two days, the three major exchanges each rolled out significant initiatives: OKX launched the Exchange OS protocol, empowering X Layer and OKB, directly lowering the barrier for deploying spot, perpetual, or prediction markets; Bitget launched Reality, a direct link to US stocks backed by a compliant brokerage, meaning users' US stock tokens are no longer various shitcoins—they can enjoy liquidity and dividends; Binance launched Event Rush, where real-world events like various sports matches, crypto price targets, or news can become outcome tokens, tradeable like Memes. From a wealth opportunity perspective, Binance's Event Rush is worth paying attention to. You can experiment with small capital to aim for big gains. Recommended reading: "The 42.space Behind Binance's 'Event Rush'".