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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.
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Obsidian (OBSDN)
401 posts
Obsidian (OBSDN)
@obsdntrade
Only place to trade equity perps you actually want, off the news. Building on @monad
Katılım Kasım 2025
37 Takip Edilen468 Takipçiler
@momoflisa_21 @roborockglobal Yes some of us here are Korean at the company ㅋㅋㅋㅋㅋㅋ
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요즘 어지러운 크립토 시장 보면서
멘탈 관리용으로 시작한 청소와 정리.
원래 성격상 흐린눈 장인이었는데,
주변이 깨끗해지니까 확실히 머릿속도 같이 정리되는 기분이다.
시장이 안 오르면 내 집 청결도라도 올려야지...
결론: 로보락은 신세계고, 다들 멘탈 잘 잡으시길 💜
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@0xHanMoon Don't worry - I am korean so I understand hahahaha
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@obsdntrade folks just have a fundamental missunderstanding of the trading culture and market here hahah
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Every finance account said Korea was cooked.
KOSPI today: first ever close above 8,000. Hynix to a record. Samsung to a record. Foreigners flipped net buyer in one session.
Up 90% YTD. Up 8% this week. The shorts are now the fuel.
Wednesday's CXMT listing plus NVDA print decides the next leg.
Trade events. Trade ideas. → obsdn.trade
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@0xHanMoon Never thought it was cooked - but so many folks were bad mouthing the market lol
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Obsidian (OBSDN) retweetledi
Custom AI chips: the biggest semi trade right now.
Broadcom $1.5T. Marvell $90B. Alchip $8B. Co-designing Trainium with Marvell. Same trade. 1% the price.
The catch: it lives behind a Taiwan brokerage wall.
We're building the door.
Obsidian (OBSDN)@obsdntrade
The biggest AI chip company you've never heard of is in Taiwan. - Alchip (3661.TW). $12B. Builds Amazon's AI chips. Builds Meta's AI chips. Already working on the chips after those. - Broadcom does the same thing at $1.4T. Marvell does it at $80B. Alchip does it at $12B with no US listing and zero coverage. - Same trade. 1% the price. You can't buy it without a Taiwan brokerage account. Trade events. Trade ideas. → obsdn.trade
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The biggest AI chip company you've never heard of is in Taiwan.
- Alchip (3661.TW). $12B. Builds Amazon's AI chips. Builds Meta's AI chips. Already working on the chips after those.
- Broadcom does the same thing at $1.4T. Marvell does it at $80B. Alchip does it at $12B with no US listing and zero coverage.
- Same trade. 1% the price.
You can't buy it without a Taiwan brokerage account.
Trade events. Trade ideas. → obsdn.trade
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Every finance post on X this month: Korea is cooked. $28B foreign exit. Biggest in history. Hynix dead. Samsung dead.
- KOSPI: just broke 8,000. First time ever.
- Korean retail ate every share and set the all-time single-day buy record while X was writing the obituary.
- One side is dead wrong. Wednesday's CXMT listing picks the winner.
Trade events. Trade ideas. → obsdn.trade
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Obsidian (OBSDN) retweetledi
In EVMs, there is currently only one L1 in the crypto industry that meets decentralization, is continuously programmable and scalable, and has high performance.
That's called @monad, which is where privacy will be introduced as well soon.
Sooner, Crypto and also Korean stock Perp trading platforms like @obsdntrade will be introduced, which will have a huge impact on the monad chain fee or revenue, and if these killer Dapp platforms Certain % of revenue buy back $MON on their own for the community, that would be huge indeed and could be the new PMF needed for public L1s right now.
As i said we need killer Dapps and we need this kind of New PMF too.
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Lightelligence (1879.HK). 400% Day 1. 5,784x oversubscribed.
Tencent-backed. Crypto missed it. US funds can't own it.
The entire AI optical thesis trades behind a Hong Kong gate.
- A month later it's $10B, October lockup is the next catalyst, and Western desks are still Googling the name.
- The chip that connects AI processors with light instead of copper. Every NVDA earnings call is a referendum on the bottleneck it solves.
Trade events. Trade ideas. → obsdn.trade
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@aiqiang888 Hello ser! I saw that you had gotten onto our waitlist. Since I know you mentioned it here you have not been getting in - would you be interested in joining? That is if you are willing to do some perps trading :)
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Obsidian (OBSDN) retweetledi
The most important chip company you've never heard of gets approved to go public Wednesday in Shanghai, 12 hours before NVDA earnings.
You can't trade it. You can't bet against the Korean incumbents in size. You can't get exposure to the Chinese suppliers from a US wallet.
Every event that matters happens somewhere you can't reach.
We're fixing that.
Obsidian (OBSDN)@obsdntrade
China is about to break the AI memory monopoly. Wednesday, 12 hours before NVDA earnings, CXMT gets its Shanghai listing review - China's first domestic producer of the memory chips that make AI possible. - Q1 2026 revenue: $7.1B (+719% YoY) - Target valuation: $42B - Raise: $4.3B - Sampling HBM3 to Huawei Ascend - 5%~7.7% of global DRAM share Samsung and SK Hynix have been the only game in town. That changes Wednesday. Trade events. Trade ideas. → obsdn.trade
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China is about to break the AI memory monopoly.
Wednesday, 12 hours before NVDA earnings, CXMT gets its Shanghai listing review - China's first domestic producer of the memory chips that make AI possible.
- Q1 2026 revenue: $7.1B (+719% YoY)
- Target valuation: $42B
- Raise: $4.3B
- Sampling HBM3 to Huawei Ascend
- 5%~7.7% of global DRAM share
Samsung and SK Hynix have been the only game in town. That changes Wednesday.
Trade events. Trade ideas. → obsdn.trade
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Kioxia update.
Japan's NAND chip giant just became the country's most valuable stock. Worth $188 billion. Bigger than Toyota.
Last night Tokyo hit an all-time high. Foreign funds piled into two names: SoftBank and Kioxia.
What's loaded into Wednesday's Nvidia earnings:
– Oil down to $98 on the Iran deal
– Nvidia just got cleared to sell its top chip into China
– Kioxia's chip orders are already sold out through 2026
– US listing filed — first chance for American investors to buy in
Five tailwinds in five days.
Trade events. Trade ideas. → obsdn.trade
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Obsidian (OBSDN) retweetledi
The Kioxia trade is the cleanest AI play I've seen all year.
My Japanese friends who don't touch crypto loaded up last week. Up 15% already.
Nvidia reports Wednesday. If they confirm AI spending stays strong, this isn't done.
And you still can't trade Japan's NVIDIA on-chain.
Anywhere.
Yet.
Obsidian (OBSDN)@obsdntrade
Kioxia update. Japan's NAND chip giant just became the country's most valuable stock. Worth $188 billion. Bigger than Toyota. Last night Tokyo hit an all-time high. Foreign funds piled into two names: SoftBank and Kioxia. What's loaded into Wednesday's Nvidia earnings: – Oil down to $98 on the Iran deal – Nvidia just got cleared to sell its top chip into China – Kioxia's chip orders are already sold out through 2026 – US listing filed — first chance for American investors to buy in Five tailwinds in five days. Trade events. Trade ideas. → obsdn.trade
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@Techni_ssu 키옥시아는 미국에 조만간 ADR 등재될거라 - 더 변동성이 커질듯...사는거 추천드려요 ㅋ;
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lol we called this out last week - Japan's nvidia Kioxia just crossed $188B market cap.
Now Japan's #1 MSCI weight. Bigger than Tokyo Electron. Bigger than Toyota.
We called it out last week:
– +300% YTD
– NAND fully booked through 2026
– Q4 op profit +454% QoQ
– US ADS listing filed
Monday open: Nikkei 65,161 ATH. Advantest +5%. Tokyo Electron +3%.
Then NVDA prints Wednesday.
Trade events. Trade ideas. → obsdn.trade
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Obsidian (OBSDN) retweetledi
My Japanese friends just texted me saying thank you.
They aren't crypto folks. I asked them to load up on Kioxia, Japan's NVIDIA. Its up 15% today. This isn't some shitcoin.
Literally the AI play in Japan. Where can you trade this on-chain?
Nowhere. Not on HL. Not on Binance. Nowhere.
Coming soon next week.
Obsidian (OBSDN)@obsdntrade
lol we called this out last week - Japan's nvidia Kioxia just crossed $188B market cap. Now Japan's #1 MSCI weight. Bigger than Tokyo Electron. Bigger than Toyota. We called it out last week: – +300% YTD – NAND fully booked through 2026 – Q4 op profit +454% QoQ – US ADS listing filed Monday open: Nikkei 65,161 ATH. Advantest +5%. Tokyo Electron +3%. Then NVDA prints Wednesday. Trade events. Trade ideas. → obsdn.trade
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