6MV Fund Partner Interview: Zero ETH Holdings, Hyperliquid Is the New Tether of the Crypto World

The surge in AAOI on June 4 against the market trend should not be interpreted as a counterexample to AI valuation concerns. Rather, it serves as an early signal that the market has begun "differentiated pricing" within the AI sector.

To understand how NVIDIA uses capital to weave the AI ecosystem, one must start with the "three-track architecture" of its investment system.

For A-share optical module stocks, a statement by Hock Tan regarding AI networking business during the earnings call may be more damaging than the overall AI guidance.

The surface narrative is bearish, but the underlying fundamentals are growing steadily.

a16z may be listed between 2028-2030, and the rules of the entire VC industry will be rewritten.

承认加密下坡路，不等于股市那边就是安全屋。

十倍戴尔，AI与白宫双重定价。

Reddit Hotly Debates the Second Wave of AI: Is Capital Rotating from Compute Stocks to the Application Layer?

The HYPE token has risen approximately 150% year-to-date, far outperforming Bitcoin over the same period.

Conversation with VanEck CEO: Memory Chip Stocks Are a Supply-Demand Mismatch Bubble; Most Crypto Projects Will Die in Five Years

In the past, each cycle had so-called “ETH killers,” but many were just vaporware. The problem now is that someone has finally built a car that looks cooler and goes faster.

Don't expect a classic altcoin season; selective strength may only appear in a very few narratives.

สัมภาษณ์รองประธานอาวุโสของ Grayscale: การที่เรียกว่า "การทุ่มขายเวลา 10 นาฬิกา" ไม่ใช่แผนสมคบคิด แต่เป็นเรื่องปกติใหม่ของ ETF

Privacy is a prerequisite for crypto adoption.