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DeFAI Scope
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DeFAI Scope
@defaiscope
Native News and Research for Crypto | AI | Macro Enjoy: - Our Article Highlights - Daily Outlooks 📊 - Weekly Scope Reports 🔎
Live Updates ⧭ Se unió Kasım 2017
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WILD: 🇺🇸 Lisa Su just ran a 235 billion parameter model live on a mini PC the size of a thick book.
AMD's Ryzen AI Max+ 395 delivers 128 GB unified memory with the GPU accessing around 110 GB, more than triple what an RTX 5090 offers. It outperformed an RTX 5080 by over 3x on large models that wouldn't fit on the Nvidia card.
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SURPRISING: 🇪🇺 Major EU licensed exchanges have removed Tether's $175 billion USDT for users in the region.
Binance, Coinbase, Kraken, and Crypto.com took action after Tether chose not to seek MiCA approval.
Circle's USDC remains available as the leading compliant option.
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BLEEDING: 🇬🇧 Maker's daily treasury has hit an all-time low of $13.53M, down from $200M in December 2025
The decline is not just drawdown, it reflects a deliberate shift in how the protocol deploys capital across the broader Sky ecosystem
A shrinking treasury used to be a warning sign, now it depends entirely on what replaced it.
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MAJOR: 🇺🇸 Salesforce is acquiring Fin, the autonomous AI customer service platform, for $3.6 billion.
Fin handles end-to-end customer support without human involvement. Salesforce is plugging it straight into the enterprise stack.
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JUST IN: 🇺🇸 MicroStrategy has purchased $100 million worth of Bitcoin.
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The losses and being wrong eventually compounds to that big win.
When you give up or hold too long you can’t learn from past mistakes and move on to better opportunities.
Embrace the process and accept losses.
wale.moca 🐳@waleswoosh
Sometimes you just have to take the L and move on. It's sad to see some people holding on to dead metas or projects just because they can't accept that their thesis was wrong. Or that they wasted money believing in something that failed miserably. The good news is that you can be wrong a hundred times and only need one big W for it all to be worth it. But you won' get that one big W if you keep clinging to old narratives. Move on
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LATEST: 🇬🇧 UK Prime Minister Keir Starmer’s announces a ban on social media for under-16s.
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War’s over?
Coins are due for a mind bending pump this week.
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断供人亲身说法：
贷款断供了，所有国内银行卡不可用状态（没被停的也不能有钱进来，会立刻被划扣走），目前靠支付宝。
生活来源：老婆每月给点，以前欠我钱的人隔三差五能要回来点，还不至于断炊，买烟也不能买贵的了。
有人可以靠啃老，但我没这条件。
各大城市失业保险，北上广深差不多2300上下，且只能领1年，最多不超过24个月。24个月以后管你去死。
而且我的关键优势很多人并不具备：丁克，无抚养压力。父母双亡，无抚养压力。
由上可知，吃不起饭自杀，是现实可见风险，不需要抑郁什么的情绪因素，只要你受不了每天出门捡垃圾那样的活着，就有饿死的可能。
HenryMorgan@HenryMorgan_X
失业的人到底都在靠什么维持生计？北京上海深圳广州失业的各位 出来说说？断供的是真的多 未来真的会有人吃不起饭 自杀的吗？经济是看不到一点点的好转
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GPT 5.5 xhigh 给我 debug 一天，不如我洗澡时的灵光一闪，找到了原因……
说明AI不能洗澡，失去尤里卡时刻，是相对人类的大劣势
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一定要去正规市场玩，今天看到有人朋友圈分享的一段话。
东北每到冬天，白雪皑皑，非常冷，要熬到春暖花开才暖和。
但你实际不需要熬，直接买个机票到三亚一直暖和。
dram，smh，qqq，海力士全是好东西，数不过来。
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美国伊朗停战协议签订了，霍尔木兹海峡马上就要重新开放了，油价也已经大幅回落了，但你的股票账户相比起三个月前，有增长吗...
记得今年 3 月份美伊开打的时候，很多人都极度悲观，认为战争短期内不会结束，美国会再次陷入战争泥潭，霍尔木兹海峡会一直封锁，油价会持续飙涨，美股要走熊了。
直到 4 月份美股进入财报季，各大公司基本面得到了实打实的验证，宏观地缘的影响也已经到了我们身后，但还是有很多人盯着中东局势和油价做投资，最后踏空了四五月份美股的大行情。
这和去年关税战的剧本几乎是完全一样的，恐慌踏空的大概是同一批人，最后追涨被套的大概也是同一批人，历史总是在不断重复。
所以我才会一次又一次提醒大家，投资最大的敌人是人性，人性是最大的反指。
极度恐慌时最应该做的事情是买入，极度贪婪时最应该做的事情是卖出，和人性反着操作就对了。
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