In this issue of Odaily's editorial tea talk, editors share their recent operations and observations in US stocks and crypto markets. Key points include: Circle (CRCL) faces FUD from Open USD's OUSD launch, but most editors see it as a buying opportunity due to compliance moats; semiconductor equipment giants (ASML, LRCX, AMAT, KLAC) hit record highs amid expansion cycles, while Micron's HBM premium may weaken as SK Hynix lists in the US; Rocket Lab surges on Iridium acquisition, Robinhood reports record trading volumes. Some editors wait for BTC below $50K and ETH below $1,400 to start DCA, and focus on prediction markets (Polymarket, predict.fun) for airdrops and profit.

Odaily编辑部多位成员分享了近期美股与加密市场的操作思路。重点包括：Circle（CRCL）因Open USD的FUD大跌17%，但多数编辑认为这是逢低买入机会，长期看合规壁垒仍存；半导体设备巨头ASML、LRCX、AMAT、KLAC集体创新高，扩产周期确定性极高；Strategy（STRC）推出12.5亿美元卖币计划，可能修复股价；海力士赴美前压估值，提供抄底窗口；Rocket Lab（RKLB）收购Iridium后大涨；Robinhood（HOOD）交易量创新高。此外，预测市场方面，PPP跟单工具与Polymarket策略正在优化。

Odaily editors share their recent market observations, covering Circle's (CRCL) 17% drop due to Open USD FUD, the limited actual threat from OUSD (similar to Paxos' USDG with only $3B issuance), the all-time highs of semiconductor equipment giants (ASML, LRCX, AMAT, KLAC) driven by global expansion, SK Hynix US listing potentially diluting Micron's HBM premium, short-term trades on Rocket Lab after Iridium acquisition, Robinhood's record trading volume, and the shift of focus to predictive markets (Polymarket with PPP tool, predict.fun for airdrops). Includes specific price targets and rationale.

The Odaily editorial team held a roundtable discussion covering the latest developments in the stablecoin market, the semiconductor cycle, and divergent US stock strategies. Multiple editors expressed skepticism about Open USD's ability to disrupt USDC's dominance, citing low adoption of previous similar models (Paxos' USDG). Circle (CRCL) dropped 17% but many see it as a buying opportunity at $56-60. On semiconductors, ASML, LRCX, AMAT, and KLAC hit all-time highs as the global expansion cycle (South Korea's 800 trillion won plan) fuels demand for equipment. Editors also shared personal trades: bullish on SK Hynix ahead of US listing, holding Robinhood (HOOD) on record trading volume, adding Rocket Lab (RKLB) after the Iridium acquisition, and eyeing Strategy (STRC) as a speculative rebound play. Meanwhile, a cautious editor prefers to wait for crypto bottoms (BTC below $50K, ETH below $1400) and accumulate HYPE, PUMP. Prediction markets like Polymarket and predict.fun remain a focus for some editors.

Loopring, one of the earliest Ethereum Layer2 protocols, has announced the immediate cessation of all DEX trading services and relayers. The shutdown is attributed to a lack of meaningful adoption, the absence of a virtual machine that stifled ecosystem growth, the delisting of LRC from major exchanges in 2026, and the obsolescence of its specialized architecture compared to modern zkEVM solutions. The team outlined a detailed asset retrieval process: a final balance snapshot will be published in the coming days, contracts will be upgraded to allow only whitelisted transfers, a two-week review period will be provided, and then assets will be sent directly to users' L1 wallets in batches — only accounts with balances above $10 are eligible, with all gas fees covered by the team.

Ethereum Layer2 protocol Loopring has announced the immediate cessation of all trading services on its DEX and the deactivation of its relayers. The team attributed the shutdown to insufficient adoption, a lack of virtual machine support that stunted ecosystem growth, the delisting of LRC by major exchanges in 2026, and the obsolescence of its specialized architecture in favor of modern zkEVM solutions. A four-step asset recovery process will follow: publishing final balance snapshots, upgrading contracts to whitelist-only transfers, a two-week review period, and batch distribution of assets directly to users' L1 wallets (only for accounts above $10 value). All gas costs are covered by the team. This marks the conclusion of the first zkRollup platform and serves as a cautionary tale for specialized Layer2 designs.

Ethereum Layer2 protocol Loopring announced the immediate shutdown of its DEX and the deactivation of its relayer. Reasons include lack of meaningful adoption, absence of a virtual machine causing ecosystem limitations, delisting of LRC by major exchanges in 2026, and the obsolescence of its specialized architecture compared to modern zkEVM solutions. The shutdown process involves publishing final balance lists, upgrading contracts to allow only whitelist transfers, a two-week review period, and batch asset distribution to L1 wallets for accounts with balances over $10. Users need not take action or pay gas fees. The event reflects the challenges faced by early zkRollup pioneers in an evolving industry.

Ethereum Layer 2 protocol Loopring announced an immediate halt to all DEX trading services, taking its relayers offline. The team cited lack of meaningful adoption, lack of a virtual machine in its early zkRollup design, and the delisting of LRC tokens from major exchanges in 2026 as key factors. Modern zkEVM solutions have rendered its architecture obsolete. The shutdown process includes publishing final balance lists, upgrading contracts to whitelist-only transfers, a two-week review period, and batch distribution of assets to L1 wallets for accounts with balances exceeding $10. Users need to take no action and pay no gas fees.