// ARCHIVE
cyberfraglab
-
⌬
Circle Prices IPO at $26 – The USDC Math
Float, lock-up window, and what the USDC reserve composition implies.
-
⌬
Binance vs OKX Volume Divergence
What MiCA compliance is doing to flow - and where the lost volume is rotating.
-
⌬
EigenLayer Withdrawal Update – At a Cost
Withdrawals open after the latest patch but the slashing rules cut both ways.
-
⌬
Bitcoin Halving: One Year On
Hashrate, miner economics, and the post-cycle behavior the talking heads got wrong.
-
⌬
Memecoin Graveyard 2026 – Bleaker Than Retail Thinks
89% of 2025 launches are functionally dead. The 2026 cohort is worse.
-
⌬
ARM Q3 Results – Datacenter Royalties Outpace Mobile
For the first time, datacenter licensing revenue passes mobile.
-
⌬
TSMC’s Arizona Fab 2 Hits Volume
4nm production live in Phoenix - the first big customers and what shipped.
-
⌬
Razer Private-Equity Buyout Rumor – Who and at What Multiple
Three PE firms running due diligence at a $4.8-5.4B range, a 30-45% premium.
-
⌬
Meta’s Smart-Glasses Rev Share Leaks – Creators Get 36%
Ray-Ban Display monetization split: creators 36%, Meta 50%, the rest to platforms.
-
⌬
AMD MI450 Roadmap and the Hyperscaler Bake-off
Q4 2026 sample, Q1 2027 ramp, 384GB HBM4 - the AI accelerator landscape just shifted.