Odaily Evening News
1. Vitalik: Bitcoin mining costs are roughly split between computing power capital expenditure and electricity costs, while AI inference costs mainly come from computing power investment;
2. Tom Lee: Cryptocurrencies and other assets have pulled back to support levels, and with solid fundamentals, the risk-reward is attractive;
3. Arthur Hayes: OpenAI and Anthropic have no value; the bigger the AI bubble, the higher Bitcoin's gains;
4. Stolen funds continue to flow into ZEC, involving the Cryptobills Ledger incident and a $12 million Triple-A hack;
5. Gold may come under pressure again this year, mainly because there is still great uncertainty about the Fed's next move;
6. Anthropic co-founder: AI could significantly boost U.S. GDP to $44 trillion;
7. Robinhood CEO reviews post-IPO transformation: return to growth through business diversification, platform customer assets exceeded $350 billion in Q2;
8. DeepSeek V4.1 Flash new version released, wish-style programming made real with one click.
