South Korean stocks triggered a circuit breaker during intraday trading due to a global semiconductor sell-off, prompting the market to reassess the AI cycle.

There won't be more successful crypto startups.

76岁老人谈当下最火热宏观话题——世界局势与 AI 产业。

Pharos เปิดตัว AI Agent Carnival พร้อมรางวัลรวม 150,000 PROS เพื่อผลักดันให้ Agent เปลี่ยนผ่านสู่แอปพลิเคชันระดับการผลิต

Glassnode Co-founder Indicates Bitcoin Has Entered a Bottom Range, with High Probability Bottom Between $46,000-$54,000.

Intel's stock has rebounded sharply from its lows, and the market is clearly divided on its recovery prospects. This article analyzes INTC's bull and bear targets, its AI chip strategy, and potential trends through 2030.

The U.S. to Release May CPI Data; Arthur Hayes to Disclose Reasons for Liquidation.

优质深度分析文章及一周热点恶补。

The Agent Economy Doesn't Lack Payments, It Lacks Coordination

Every round of technological revolution ultimately requires capital markets to complete value discovery. The entity responsible for this process has always been the mature financial system established by TradFi.

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.

How Wall Street deciphers SpaceX's $1.77 trillion valuation

The reason for the plunge in AI memory stocks may not be a deterioration in demand, but a question of who can continue to capture the profits.

This pricing logic can only hold water if the market simultaneously believes that AI, orbital data centers, next-generation satellite networks, and longer-term space infrastructure can become genuine revenue sources.

SpaceX锁定IPO发行价为135美元；富达将SpaceX IPO最低账户要求从50万美元降至2000美元。

Bitcoin falling below $70,000 is not the end of the crypto industry, but a historic turning point where crypto completely breaks free from Bitcoin's influence.