WTF is Obsidian?? 1/ Most perp DEXs today are LARPing as “innovations.” Same coins, same charts, same points games, zero awareness of what is actually moving the world. Obsidian exists because that meta is cooked.

After a hard look at market conditions and where we stand operationally, we've made the call to wind down OBSDN. Key dates: • Friday, July 31: all live positions will be closed • August 15: final deadline to withdraw funds To every trader, LP, partner, and friend who showed up for us early: thank you. You took a shot on something unproven, and we don't forget that. A special thank you to @monad . What they did for us went far beyond a normal partnership. They believed in the thesis, backed us through the hardest stretches, and gave us a real shot at building something new. Forever indebted. If you have open positions or funds on the platform, please act before the deadlines above. Team is on standby to help. This isn't the ending we wanted, but we're proud of what we built and grateful for who we built it with.

Closed alpha is in the books. Feedback was positive, the wedge held under real flow, so we're tightening the book and rotating to the next set of names. Delisting at today's Asia close (Wed): - Kioxia - Samsung E-M Both settle at the market-close print. Clean close, no games. Listings live tomorrow: - Cambricon Technologies - Foxconn We're rotating liquidity toward where the catalysts are: APAC AI capex and the contract-manufacturing complex. Closed alpha is done. We're now open to the public. Anyone can trade at app.obsdn.trade. Appreciate the alpha traders who ran it with us. More names coming.

Did anyone still not get into our discord? First 50 again. Turn on post notif. Link in comments!

First 50 discord invites are gone. You missed it. Opening 50 more spots for the early role. Trade Samsung Electro-Mechanics. The supplier behind Nvidia, Broadcom, AMD, Google, Qualcomm. Turn on post notif. 50 spots. That's it. Link below.

KOSPI just had its worst day in history. Samsung Electro-Mechanics got force-sold -10% on a leverage unwind. Not earnings. Not guidance. Just margin calls. The fundamentals didn't change. Qualcomm AI200 went into mass production Monday. Two analyst target hikes last week. Customer list: Nvidia, Broadcom, AMD, Google, Qualcomm. Up 760% YTD. No US listing. No perp anywhere else. Live on OBSDN now. Trade events. Trade ideas. → obsdn.trade

Samsung Electro-Mechanics just started mass production for Qualcomm's first AI chip. Up 760% this year. Now supplies Nvidia, Broadcom, AMD, Google, and Qualcomm. Two analyst target hikes in 72 hours. Super-cycle locked through 2028. No US listing. No perp anywhere on earth. Live on OBSDN this week. Trade events. Trade ideas. → obsdn.trade

Hormuz just closed. While every fund manager on earth panics about oil, one stock quietly becomes the trade of the year. Kioxia. 74% operating margins. Revenue contracts locked in dollars through 2028. Fab2 came online Friday. Oil shock kills growth multiples. Doesn't touch locked-in supply contracts. This is the only AI name that wins a war tape. And the only place to leverage it is OBSDN. Trade events. Trade ideas. → obsdn.trade

Zhipu just beat GPT-5, Claude, and Gemini. At 1/24th the cost. And they gave it away for free. Zhipu is worth $120B and you can't trade it anywhere on earth. Lists on OBSDN next week. Trade events. Trade ideas. → obsdn.trade

China's ChatGPT just hit $120B. Up 18x since January. Up 51% this week. Almost nobody can trade it with leverage. Coming soon to obsdn.trade. Trade events. Trade ideas. → obsdn.trade

Kioxia just filed for NYSE. #1 stock in Japan. +820% YTD. 2026 NAND already sold out. When the ADR lists, every US fund gets it. Right now, almost nobody can size it with leverage. Kioxia perps. Live on OBSDN. Only here. Trade events. Trade ideas. → obsdn.trade