Odaily 編輯部茶話會（5月27日）

This is an "informal" column from within the Odaily editorial department. Here, the author shares real-time reactions and different perspectives on industry news, data, hot topics, and their finer details; explores investment ideas and opportunity hypotheses still under verification – which may not be direct "wealth codes" but could simply be questions; shares observations gained from exchanges 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 and does not constitute investment advice (after all, we are equally experienced in losing money). Its purpose is merely to expand perspectives and supplement sources, not to build 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-filler, crypto bystander, media observer

Shares: 1. I’ve got quite a few things I want to rant about lately. Let’s start with the heavy crackdown on brokers like Futu and Tiger – frankly, it was to be expected. Many people in my circle are discussing it, and I think this can be seen as a symbolic turning point, meaning the window for asset allocation for domestic individuals has narrowed further. Without allocating to Hong Kong or US stocks, the only way left is to buy limited quality assets through restricted fund channels, which come with many limitations, including both access and amounts. While this objectively benefits the crypto market, it’s essentially just crypto buying time to carve out room for development – trading time for space.

2. The development of AI has triggered a crisis of human existential value, even forcing the Pope to respond. I also saw a piece about how the two Anthropic employees shaping Claude’s “soul” are philosophy academics. It makes me feel that in this era of technological explosion, reading some philosophy is quite necessary.

3. SpaceX is about to IPO. Several events I placed on Polymarket are about to settle. If you want to catch the tail end, keep an eye out – just search for SpaceX.

4. Trump, the maestro of US stocks, keeps pushing hard. His recent endorsement of Micron sent its market cap above a trillion dollars. Add to that the government’s investments in a few quantum computing concept stocks, I suggest keeping an eye on names like Infleqtion, RGTI, QUBT, QBTS, IONQ, and IBM.

Azuma (@azuma_eth)

Bio: Still learning the ropes

Shares: My recent moves have been relatively low-frequency. A few include:

1. A couple of weeks ago, when crypto was rallying nicely, I shifted some positions into US stocks, mainly buying RKLB (planning to hold until SpaceX’s IPO), HOOD (betting on a strong US stock market and Q2 earnings during the World Cup cycle), and indices.

2. xStocks point farming: I feel the xStocks points currently offer a cost-effective opportunity to position around the "stock tokenization" narrative. For passive players, simply holding xStocks US stock tokens works; for those willing to monitor occasionally, providing LP – especially STRC LP – is recommended due to its low volatility and higher efficiency. (If interested, use this link: https://defi.xstocks.fi/points?ref=IJTX43YQ)

3. Placed some stablecoins into Pendle LP on Apyx and Saturn, betting on the STRC-based yield-bearing stablecoin narrative.

4. Lost heavily on active prediction market trading earlier; planning to only do hedging volume farming and market making before the World Cup.

golem (@web3_golem)

Bio: golem's whimsical ideas

Shares: Currently holding long positions in SPCX. SpaceX plans to IPO on June 12. If it doesn’t hit my take-profit target, I’ll hold until IPO day. I think SpaceX’s current market cap of ~$2.4 trillion isn’t that high; it might even challenge the $3 trillion mark on its first day. The logic behind betting on SpaceX is simple – buying the “Elon premium.” He’s probably the most charismatic figure in US stocks right now, aside from Trump.

Plus, thanks to the development of crypto pre-IPO platforms, ordinary people can also participate in SPCX’s early pricing and potentially hop on this wealth train. Being able to tangibly participate in the largest IPO in human history – making money is secondary. Opportunities like this to witness and take part in history don’t come every day. When Goldman Sachs says SpaceX’s IPO is a once-in-a-generation opportunity, it’s no exaggeration.

Asher (@Asher_0210)

Bio: Regular schedule, long-term investing

Shares: Some thoughts on the recent prediction market track. With less than 3 weeks to the World Cup, this is a period of major push for prediction markets. Binance’s main site has listed predict.fun but has blocked mainland Chinese users – keeping an eye on when it will open up. OKX has reportedly been internally testing its own prediction market platform for a while – watching to see if it launches soon and whether it will allow mainland users. Hyperliquid’s HIP-4 testnet yesterday included World Cup-related prediction events – mainnet launch isn’t far off, and the zero-fee opening is indeed attractive. Let’s see if this pushes Binance and OKX to open up for mainland users sooner.

Qin Xiaofeng (@QinXiaofeng888)

Bio: Options enthusiast, Meme bag holder

Shares: On the operations side, I’ve been consistently trading on Polymarket; my trading volume is approaching $700k, ranking around 22,000th. I was once in the top 10,000 for profits, but I’ve fallen behind significantly. Recently, Polymarket officials have been hinting at POLY token-related content, so TGE might not be far off.

Also, exchanges have started making moves in unison. Over the past two days, the three major exchanges each dropped bombshells: OKX launched the Exchange OS protocol, empowering X Layer and OKB, directly lowering the barrier to deploy spot, perpetual, or prediction markets. Bitget launched Reality, a direct link to US stocks backed by a compliant broker; users’ US stock tokens are no longer air coins – they get liquidity and dividends. Binance introduced Event Rush, turning real-world events like sports, crypto price targets, or news into result tokens tradeable like Memes. From a wealth opportunity perspective, Binance’s Event Rush is worth watching – you can experiment with small capital, aiming for big returns. Recommended reading: "The 42.space Behind Binance’s 'Event Rush'".