Tanhauser

Lately, I’ve been feeling really worn out and kind of down.
Every day, 90% of the time is spent playing games 🙃

The best story traps the most people.
The phrase "always short of storage" has left many hanging halfway up the mountain.
1/ A story told for over two decades
Memory semiconductors have long been one of the most cyclical businesses in the tech industry.
Every few years, the same script repeats:
▌2000 PC boom → always need memory
▌2018 cloud computing cycle → always need memory
▌2021 pandemic remote work → always need memory
▌2025 AI boom → always short of storage
To be fair, the core logic of this narrative isn't wrong.
In the AI era, data volume grows exponentially, while storage technology i

Financial Bureau
Spain vs Cape Verde
Spain's lineup is luxurious, with the entire team valued at over 1 billion euros, featuring stars like Rodri, Pedri, Yamal, and others.
In contrast, Cape Verde's team might not even be worth a fraction of Spain's.
Currently, Spain's win rate is 92%. If they can lose, it would be a huge upset.
Saudi Arabia vs Uruguay
The strength gap in this match isn't as exaggerated as the previous one. But Uruguay, both in overall depth and player strength, is clearly superior.
Win rate 67%.
Finally
However—football is round.
Competitive sports have ne

Profit of 8.7 years old address with $2.48 million
▌Main Profits
$LINK: Profit of $2.2 million
$SNX : Profit of $320k
$SERV: Profit of $300k (including unrealized gains)
$TIBBIR: Profit of $280k
▌Still Active
This address is still active today.
On June 5th, it also deposited $20k into @aori_io.
▌Profile
Early DeFi Evangelist: This address participated early in core protocols like Curve Finance, Convex Finance, SushiSwap, Votium, and others.
Experienced Developer: Has deployed 24 smart contracts on the Ethereum mainnet. This suggests that behind the address is an experience

FOMO now has perpetual contract functionality
Trade xyz, retweet
Eliminate Axiom to become the boss?
It’s only a matter of time

Surf is the next big deal
No doubt about it

Profit exceeding 3.5 million USD for an 8-year-old address
- $ETH profit of $460k
- $RNDR profit of $430k
- $LCX profit of $320k
- $TRAC profit of $260k
- $RGT profit of $190k
- $LDO profit of $180k
He recently invested in $SERV , with an unrealized profit of about $290k, and a return multiple of 4.7 times.
The address's username on OpenSea is konpyl, sharing the same name as the co-founder of Cyber Fund.
But it is currently unclear whether they are the same person.
FOMO registration:

$PRISM surged 50%
$POD rebounded slightly
Things are getting better too

Up to now, the only comforting things are:
/ $DIEM not falling but rising
I have some holdings in mining, and I've been mining for almost two weeks
/ The short positions on tradexyz have been consistently profitable
Although I haven't increased my position size

▌ $NOCK Profit of 700k USD (including unrealized gains)
▌ Address created in just 45 days
Not sure if it's a front-running account or someone's small account: 0xed969960c7ecb81636c5e591277417dec8dc4557
FOMO registration:

I was originally able to invest in Citrea at a $50 million valuation.
Everything was already agreed with the project team.
But then Echo banned my account, and I couldn’t even borrow a spot.
And that 4x return is just gone like that…
Echo, it’s mine!