Author: Deep Tide TechFlow
Publication Date: April 21
Technology Companies
Cook hands over to Ternus, reason for Apple's CEO change revealed for the first time
Cook officially steps back, and Apple hopes the new CEO Ternus can bring back the "rapid decision-making" from the Jobs era, ending the indecisiveness in the hardware product line in recent years. Industry insiders believe this is the most critical leadership transition at Apple in a decade, and Ternus's hardware background may reshape the product pace.
> Hot Comment: Apple under Cook resembled a committee that met endlessly; now the board has directly included "ability to make decisions" in the hiring JD.
Cryptocurrency / Web3
Arbitrum forcibly recovers $71 million from Kelp DAO hacker
The Arbitrum Foundation utilized its privileges to freeze and reclaim the stolen funds, stating "this decision was very difficult." This marks the first large-scale exercise of on-chain intervention rights by L2, sparking debates about decentralization vs. security.
> Hot Comment: When decentralization meets $71 million, it quickly turns into "this is a special case."
Prospects for the CLARITY Act to be signed this month change, Galaxy analyst issues warning
The regulatory bill for stablecoins, CLARITY Act, which the crypto industry had high hopes for, may face obstacles before the midterm elections, and if it cannot be signed this month, it will be delayed by at least six months. This bill directly impacts stablecoin yield compliance and bank participation thresholds.
Musk participates in drafting his own payment laws, closes regulatory agencies, now launches stablecoin
Senator Warren publicly questions: Musk helped draft the law governing his own payment application, disbanded the agency that was supposed to regulate it, and now is issuing a stablecoin. What are the compliance boundaries of this operation?
Bitcoin rises to $76,000, but Schwab warns that $78K and $83K are two hurdles
BTC rebounded to $76K amid easing negotiations in Iran, but Charles Schwab pointed out that there are significant resistance levels at $78K and $83K, which could limit the current rally.
U.S. Stock Community Discussions
Someone invested their mother's entire retirement fund into the 3x leveraged S&P SPXL
A Reddit user shared a screenshot of their mother's account, sparking heated discussions (141 upvotes, 120 comments). Going all in on SPXL means experiencing 3x daily fluctuations. The comment section exploded: some said "this is a casino, not retirement planning," while others remarked "geniuses in bull markets turn into lunatics in bear markets."
"It feels like everyone is all-in on AI/technology stocks. Is anyone reducing their positions?"
Retail investors are beginning to question the crowded trades in AI/technology stocks, worried that if a reversal occurs, there won't be anyone to take their positions. There's a significant divide in the discussion area: some have already reduced their positions toward defensive strategies, while more believe "reducing positions is just missing out."
New Products / New Trends
Will miHoYo's game AI layout take the whole industry by storm like the open world did back then?
Zhihu discussion with 670,000 heat: miHoYo's deep investment in game AI, will it replicate the industry impact of "Genshin Impact's" open world, pushing a new round of technological arms race?
Dji releases FC200 flagship cargo drone with a payload of 200kg and a range of 36km
Dji is entering the industrial-grade heavy-lift market, and the FC200 may change the cost structure of logistics and agricultural operations, with the simultaneously released T200 agricultural drone also targeting scaled planting protection.
Chips / Hardware
AMD collaborates with Gforce to develop CPO solutions
AMD is entering the Co-Packaged Optics (CPO) technology space, which is the next generation solution for AI chip interconnections, aiming to overcome the bottlenecks of electrical signal bandwidth.
Today's Underlying Theme
Apple's decision to change CEOs desires "decisiveness," retail investor mother goes all-in with 3x leverage, Musk plays both referee and athlete—today's news speaks about the same thing: in an era where rules fail, you either bet quickly or get thrown off the train. But Arbitrum's forceful recovery of hacker funds reminds us: the ideals of decentralization will yield in the face of $71 million. This may well be the backdrop for 2025: everyone is accelerating, but no one knows where the brakes are.
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