Author: Deep Tide TechFlow
Release Date: April 20
AI / Large Models
DeepSeek Reportedly Raises 2 Billion RMB
DeepSeek, which has consistently claimed it would not raise funds, is rumored to have raised 2 billion RMB, with discussions on Zhihu exceeding 1.3 million. If true, the valuation and identity of the investors will become a focal point in the industry.
Claude Helps Users Build Wet Labs at Home, Completing Whole Genome Sequencing with Zero Experience
A user with no laboratory experience successfully built a wet lab under Claude's guidance and completed personal whole genome sequencing. The barrier to AI-assisted biological experiments is being lowered at an astonishing rate.
> Hot Comment: The next step is probably "Claude helped me build a nuclear fusion reactor in my garage, I'm an arts student".
Claude User Account Banned, Sparking Community Debate
A Claude user was banned without any explanation, leading to a Reddit thread discussing alternatives that received 119 upvotes and 101 comments. As users become more dependent on AI services, account security has become a new pain point.
Encryption / Web3
KelpDAO Hacked, Losing 293 Million USD, The Largest DeFi Attack of 2026
A hacker stole 116,500 rsETH (approximately 293 million USD) by forging LayerZero cross-chain messages, accounting for 18% of the circulating supply, triggering an emergency freeze by Aave, SparkLend, and Fluid. The attackers are suspected to be the North Korean hacking group Lazarus Group, exploiting a single DVN configuration vulnerability in KelpDAO in conjunction with RPC node hijacking to carry out the attack.
Hot Discussion: The DeFi community is debating loss-sharing plans—socializing losses among all users, making L2 users bear them, or compensating through snapshots, with each plan leaving a gap of tens of millions of dollars.
SEC Announces Some Crypto Front Ends Do Not Need to Register as Brokers
The U.S. Securities and Exchange Commission recently announced that certain crypto front ends do not need to register as brokers, potentially paving the way for tokenized securities. This is yet another signal of the shift in crypto regulation under the Trump administration.
RAVE Token-Related Addresses Crash Price, Falling 30% Temporarily
A major address associated with RAVEDAO transferred 23 million USD in RAVE to Bitget, causing the spot price to temporarily plummet by 30%. Subsequently, another 10 million USD was transferred to the exchange.
Saylor Hints at Larger Bitcoin Purchases
MicroStrategy founder Saylor hinted at "larger" BTC purchases a few days after proposing a bi-monthly dividend plan. The company has accumulated over 5 billion USD in Bitcoin purchases.
Chips / Hardware
SK Hynix Mass Produces 192GB SOCAMM2 Memory for NVIDIA AI Servers
SK Hynix has begun mass production of 192GB SOCAMM2 memory modules designed specifically for NVIDIA AI servers. The capacity per module has doubled, significantly increasing the memory density of AI training clusters.
Technology Companies
MacBook Neo Sells Out, Official Delivery Extended to May
After its release, Apple's MacBook Neo is in high demand, with the official website indicating that delivery times have been pushed back to May. Discussions on Zhihu titled "Even Cook didn't expect this" have garnered 1.33 million interactions, with users eagerly debating its appeal.
Apple's First Foldable iPhone Fold Final Design Exposed
A blogger exposed the final design of Apple's iPhone Fold, sparking a heated discussion with 1.17 million interactions. With Samsung, Huawei, and OPPO having worked on foldable screens for years, whether Apple can leverage its ecosystem advantage in entering the market becomes a focal point.
GitHub Fake Star Economy Investigation Reveals Star-Boosting Industry Chain
An investigation revealed a large-scale star-boosting industry on GitHub, with some projects purchasing fake stars to improve rankings. This exposes the vulnerability of the trust mechanism within the open-source community.
> Hot Comment: In an era where open-source projects rely on star counts for funding, fake stars, like fake resumes, have become a necessity.
U.S. Stocks
Blue Origin "Accidentally" Sends Competitor's Satellite into Wrong Orbit
Blue Origin "accidentally" deployed a competitor's satellite into the wrong orbit during a launch mission, garnering 3,812 upvotes on Reddit. Was it an accident or intentional? The market awaits an official explanation.
Iran War Tensions Rise, Dow Futures Drop 400 Points
Iran closed the Strait of Hormuz again over the weekend, putting the U.S.-Iran temporary ceasefire agreement in jeopardy, resulting in a 400-point drop in Dow futures. Energy and defense stocks became focal points of volatility.
Finance / Macroeconomics
Iran Repeatedly Opens and Closes the Strait of Hormuz, Oil Prices Fall and Rise Dramatically in a Single Day
On Friday, Iran announced the reopening of the Strait, causing oil prices to plummet by over 10%; on Saturday evening, it announced a closure again, stating the U.S. had not lifted the port blockade. The Strait has been virtually interrupted for over 50 days, with a daily supply gap of about 2 million barrels, and spot crude oil once soared to nearly 150 USD per barrel. The U.S.-Iran temporary ceasefire will expire on April 22, with core disagreements unresolved.
Hot Discussion: The market is betting on whether the ceasefire will be extended or war will resume, with options positions indicating investors are betting on both extreme directions simultaneously.
Tesla's Texas Lithium Refinery Begins Production, Challenging China's Dominance with Non-Acid Process
Tesla has launched the first large-scale lithium refinery in the U.S. in Corpus Christi, Texas, using a non-sulfuric acid process, replacing the traditional 8-12 steps with a 6-step process, with an annual capacity sufficient for 1 million electric vehicles. Musk claimed this is an industrial-level response to China's dominance in lithium refining.
> Hot Comment: Building a refinery in a city named "Holy Body" (Corpus Christi), Musk is telling a story even in site selection.
Today's Dark Lines
KelpDAO hackers stole 300 million USD, Blue Origin "mistake" sent satellites to the wrong place, Iran opens and closes the strait like playing a game—today's news has a common point: the vulnerability of infrastructure is being systematically tested by various forces. Whether it's LayerZero's single point of failure, commercial space's "accidents," or the geopolitical games around the global energy choke point, the core logic is the same: when the system relies heavily on a few nodes, whether in terms of technology or politics, the attack surface is enlarged. Meanwhile, Tesla ignites the refinery in Texas, and SK Hynix mass-produces high-capacity memory—the real solution is not to strengthen single points, but to reconstruct the supply chain.
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