The focus of semiconductor investment needs to shift towards the CPU+GPU narrative.

Assets may rise, but that doesn't mean you will become richer

The World Cup provides the most natural mass-market scenario. Wallets may also evolve from being mere asset gateways to becoming entry points for participating in real-world events.

The outcome depends on where the liquidity generated by the tokenization wave ultimately flows.

In 2026, leading private tech companies represented by SpaceX, OpenAI, and Anthropic have successively advanced their IPO plans. Among them, SpaceX has a target valuation of as high as $1.75 trillion and plans to raise $75 billion, potentially becoming the largest IPO in history. The capital absorption effect of these mega IPOs could pose a potential short-term liquidity shock to the crypto market.

South Korea's investor-protection-focused regulations have paradoxically pushed its crypto exchanges into the most speculative corners of the market.

Market focus is not merely on the simple interest rate adjustment, but on three core themes: the shifting dot plot and the interest rate path for the year, the debate over the Fed's policy independence, and the comprehensive reform of the central bank's communication framework championed by Walsh.

This FOMC meeting is likely to hold rates steady, and how Walsh changes the Fed's pricing framework is the real focal point.

AI infrastructure remains a direction I’m willing to research during dips, but entry points must adhere to position-size discipline. In a phase characterized by high returns, high drawdowns, and high volatility, layer your approach before taking action.

Is SpaceX Worth Betting On? Can You Still Chase HYPE?

Is the Hype Around Tokenized Stocks Actually Just a Lifeline for Traditional Capital?

Walsch's inaugural session might send a clear signal — the Fed's next move could be a rate hike.

Participate in World Cup prediction market trading and share the reward pool through fee-based points.

中国光模块产业能不能把利润池从上游抢过来

Options squeezing and passive capital are decoupling the stock price from fundamentals

BTTInferGrid aims to build a decentralized computing network for AI inference scenarios, connecting global idle GPU supply with computing demand in the AI inference market.