「Stock Market Oracle」 Serenity Accumulates XFAB: Bullish on EU Chip Act 2.0 and Deep Integration with NVIDIA, $1.3 Billion Market Cap Seen as Undervalued
On May 27, Serenity, a highly influential senior trader on Reddit’s WallStreetBets (WSB), took to social media to reveal they had established a position in semiconductor company XFAB. The WSB standout flagged XFAB’s $12.8 billion current market cap as attractive and laid out their core reasoning behind the call.
Serenity’s key catalyst? The upcoming rollout of the EU’s Chip Act 2.0 this week, which is expected to prioritize support for photonics firms. XFAB already benefited from the original Chip Act, and Serenity believes it’s poised to be included again this time around. The trader emphasized XFAB’s deep integration with NVIDIA across two high-growth sectors: silicon photonics/CPO and power semiconductors. For silicon photonics, XFAB is gearing up for mass production of NVIDIA’s photonics evaluative transceivers, optical switches, and other products via its “photonixFAB” project—a partnership Serenity says the market is likely overlooking. In power semiconductors, XFAB operates as
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The Coinbase Bitcoin Premium Index has recorded a negative value for 13 consecutive days, signaling weak buying power in the U.S. market.
May 27th: According to data from Coinglass, Coinbase’s Bitcoin Premium Index has remained in negative territory for six consecutive days, standing at -0.1644% as of press time. Multi-day outflows from Bitcoin spot ETFs point to weak buying demand in the U.S. market.
The Coinbase Bitcoin Premium Index tracks Bitcoin’s price on the Coinbase exchange relative to the global market average. A negative premium typically signals heavy selling pressure in the U.S. market, declining investor risk appetite, rising market risk aversion, or capital flight.
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a16z: Ethereum Still Leads in the Tokenized Assets Space, But a Multi-Chain Ecosystem Has Emerged
May 27: Andreessen Horowitz (a16z) announced in a social media post that Ethereum remains the leader in the tokenized assets sector, backed by its early-mover edge in decentralized finance (DeFi) and strong institutional adoption. Here’s the current value of tokenized assets across major blockchains, per the firm’s data:
- Ethereum: $15.7 billion
- BNB Chain: $4 billion
- Solana: $2.2 billion
- Stellar: $1.7 billion
- Liquid Network: $1.5 billion
- XRP Ledger, ZKsync Era, Arbitrum: roughly $1 billion each
a16z added that tokenized assets aren’t concentrated on one blockchain; instead, they’re spreading across multiple ecosystems based on factors like cost, liquidity, compliance rules, and market access connections, resulting in a multi-chain coexistence landscape.
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OpenZeppelin Co-founder: "All DeFi is insecure," has advised friends and family to withdraw funds
May 27: Manuel Aráoz, co-founder of crypto security firm OpenZeppelin, posted on social media that he now believes the entire DeFi sector is insecure. He has begun advising friends and family to exit all their DeFi positions—even supposedly low-risk positions in blue-chip protocols like Aave, MakerDAO, and Compound.
Aráoz pointed out the asymmetric dynamic between attackers and defenders in security incidents: “Auditors are far better at finding vulnerabilities, but smart contract security is too lopsided. Defenders have to fix every single bug, while attackers only need to find one to steal funds.”
His comments reflect heightened market concern over DeFi security after a string of major incidents in recent months. Data shows April saw nearly $630 million hacked from DeFi protocols, making it the worst month since the $1.5 billion Bybit hack in February 2025. April’s exploits, including Drift’s $285 million loss and Kelp DAO’s $293 million loss, are widely tied to North Korean govern
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OKX will list perpetual swaps for IBM, NOK, and BE stocks
May 27: Per official announcements, OKX will launch stock perpetual swaps for IBM, NOK, and BE today, with opening times at 6:30 PM, 6:45 PM, and 7:00 PM respectively.
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Fed's Kashkari: Fed Must Focus on Inflation Risks, Too Early to Predict Next Move
May 27 — Minneapolis Federal Reserve President Neel Kashkari on Tuesday said the Fed must prioritize curbing surging inflation risks, but he’s not even close to predicting when the central bank will adjust interest rates. Kashkari also flagged that the “inflation shockwave” stemming from the Middle East conflict could linger, with those concerns now starting to show up in the bond market. When weighing the Middle East’s fallout on the U.S. economy, he noted inflation risks currently carry more weight than the chance of a weakening labor market — though he emphasized the Fed needs to watch both closely.
Kashkari previously backed the Fed’s decision to hold rates steady in April, but was among officials who pushed back against the central bank’s dovish forward guidance. He argued the Fed should adopt “neutral guidance,” meaning future rate moves will hinge on upcoming economic data. “Since that dissent — several weeks ago now — I think most data points to inflation risks rising, not f
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