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每周編輯精選 Weekly Editor's Picks(0613-0619)
投資
AI
預測市場
Strategy
每周編輯精選 Weekly Editor's Picks(0613-0619)
優質深度分析文章及一週熱點惡補。
每周編輯精選 Weekly Editor's Picks(0613-0619)
Walsh's Debut Lands: Dot Plot Remains, But the Fed May Have Already Changed
美股「版本之子」最新調倉:20%押注Anthropic,90億做空輝達,子彈打向電力與記憶體
2026-06-21
金融
投資
幣安
Base
AI
下周必關注|美伊局勢再起疑雲;美光即將發布財報(6.22-6.28)
Weekly Token Unlocks: XPL Unlocks Tokens Worth Tens of Millions of Dollars
This week, SOSO and XPL will have significant token unlocks.
2026-06-20
投資
Weekly Token Unlocks: XPL Unlocks Tokens Worth Tens of Millions of Dollars
2026 以太坊未來發展前瞻 2.2 萬字研報(上篇):從「基礎設施」到「生態中心」還有多遠?
作為當前最重要的智能合約平台之一,以太坊構建了最為豐富的鏈上生態,並持續引領著 Web3 技術創新的發展方向。
2026-06-20
ETH
Layer 1
2026 以太坊未來發展前瞻 2.2 萬字研報(上篇):從「基礎設施」到「生態中心」還有多遠?
Ethereum 2026 Q1 Review: On-Chain Activity Hits Record Highs, Tokenized Assets Lead the Industry
Scaling Drives Divergence in Volume and Value, Institutional Capital Continues to Accelerate Entry.
2026-06-20
ETH
Ethereum 2026 Q1 Review: On-Chain Activity Hits Record Highs, Tokenized Assets Lead the Industry
BIT Investment Research: Is Liquidity Disappearing? Will Bitcoin Repeat the Bottoming Process of 2022?
From Policy Uncertainty to Capital Contraction, the Real Variable is Shifting Toward New Liquidity
2026-06-20
BTC
投資
Strategy
BIT Investment Research: Is Liquidity Disappearing? Will Bitcoin Repeat the Bottoming Process of 2022?
Coding 的投注面板賺錢了,但 Polymarket 真不是個「套利」的好地方
半個多月,1600 美元,30%+ 收益,但這篇文章想說的,不是怎麼賺錢。
2026-06-20
投資
AI
Coding 的投注面板賺錢了,但 Polymarket 真不是個「套利」的好地方
「英伟达概念股」CoreWeave聯創訪談:AI需求似乎每天都在加劇
GPU之後,CPU、儲存與供電成為AI算力新瓶頸
2026-06-19
創始人
AI
「英伟达概念股」CoreWeave聯創訪談:AI需求似乎每天都在加劇
STRC 脫錨 11%,Strategy 的永動機還轉得動嗎?
除了槓桿踩踏,更令人擔憂的是 Strategy 的流動性儲備。
2026-06-19
BTC
投資
Strategy
STRC 脫錨 11%,Strategy 的永動機還轉得動嗎?
When World Cup Meets Agent: From Web2 to Web3, How Will Wallets Evolve Toward Agentic Wallets?
World Cup prediction is not only a potential incremental entry point for Web3 but also an ideal scenario for observing wallet evolution.
2026-06-19
錢包
安全
AI
預測市場
When World Cup Meets Agent: From Web2 to Web3, How Will Wallets Evolve Toward Agentic Wallets?
Gate 研究院:存储三巨頭市值集體破萬億
AI 大模型訓練與推理需求的快速增長,正在推動全球存儲產業進入新一輪價值重估週期。隨著高帶寬內存(HBM)、DDR5 和企業級 SSD 等高階存儲產品需求持續提升,三星電子、SK 海力士和美光科技等存儲龍頭受益於 AI 數據中心擴張、行業供給緊張以及長期供貨協議(LTA)普及,盈利能力與估值體系均出現顯著改善。
2026-06-19
Gate.io
AI
Gate 研究院:存储三巨頭市值集體破萬億
2026-06-19
投資
產業
創始人
技術
AI
Dylan Patel:黃仁勳盛讚的SemiAnalysis,創始人是「養蜂人」、「貼吧老哥」
CARDS The Harsh Truth Behind $535M FDV: Net Revenue Only $43M, Profit Margin Halved
Unveiling Collector Crypt’s True Business Model: A Collector Platform or a High-Speed Casino?
2026-06-18
NFT
CARDS The Harsh Truth Behind $535M FDV: Net Revenue Only $43M, Profit Margin Halved
The popularity of sports events continues to rise, and BitMart comprehensively upgrades the user experience of the prediction market
This optimization focuses on three core dimensions: content display, operational process, and trading efficiency.
2026-06-18
預測市場
The popularity of sports events continues to rise, and BitMart comprehensively upgrades the user experience of the prediction market
Bitcoin Bottoming in Progress: Geopolitical Premium Fades, Patient Capital Enters
Signs of a bottom forming for Bitcoin at $60,000 emerge.
2026-06-18
BTC
期權
Bitcoin Bottoming in Progress: Geopolitical Premium Fades, Patient Capital Enters
揭秘Citrini背后「投研之神」:Substack常年霸榜第一,一篇报告让美股蒸发数千亿
「大多数投资者只关注球本身,但我更多着眼于球接下来会弹向何处。」
2026-06-18
投資
創始人
AI
揭秘Citrini背后「投研之神」:Substack常年霸榜第一,一篇报告让美股蒸发数千亿