表面标普500屡创新高，实则是7只AI股票在支撑。

所有新增算力，都需要「更强的记忆能力」来撑起。

More reasons to stay up late watching the World Cup: predict.fun's over $2.3 million prize pool, OKX's maximum of 16.6 BTC, Bybit's million-dollar campaign...

The Pre-market Contract Battle Intensifies: More Important Than Listing Speed is Whose Product Rules Are Clearer.

SpaceX's IPO has reportedly been oversubscribed several times over.

At WWDC this year, it borrowed models from Google, borrowed computing power from Nvidia, and borrowed another year of patience from users.

ใช้ไม้บรรทัดคนละอัน วัดสิ่งเดียวกัน

2026年筑底，2029年冲顶？

Arthur Hayes’ fund Maelstrom has liquidated its AI stock positions, reduced its cryptocurrency holdings, and increased its allocation to energy production companies.

市场真正关心的不是一次系统更新，而是苹果能不能把 AI 嵌进全球最大的消费电子生态。

"There is no bubble in the Taiwan AI industry chain. The real risk lies not in cross-strait relations, but in the capital expenditures of hyperscale cloud service providers."

ที่แท้แฟนคลับต่างหากที่เป็นทางออกด้านสภาพคล่องของ Arthur Hayes

Strategy chose to sacrifice MSTR's core metric of "Bitcoin holdings per share" for the development of STRC.

优秀的稳定币不应只是价值的“锚”，更应成为用户财富持续增长的工具。

When risk is no longer about "sudden liquidation," that might be the true starting point for the next evolution of DeFi.

Strategy浮亏超百亿仍在低位增持；ETH、SOL财库公司亏损规模持续扩大。