VIX和VXN之間的差距正在快速拉大，這是一個極其重要的訊號。它說明：市場的恐慌並不是均勻的，而是高度集中在科技板塊。

押注「不可能完成」的項目，連虧十年、燒掉366億——合肥用一場豪賭改寫了中國存儲芯片產業史。

The most impressive moment in the on-chain market: providing price discovery for an A-share IPO.

代幣換股權，承諾還是空頭支票？

From the end of 2025 to the first half of 2026, as other sectors (such as some high-valuation growth, cyclical, and purely narrative themes) fade, while AI Capex continues to exceed expectations and semiconductor and data center-related stocks significantly outperform, a market consensus has truly formed — "AI is no longer just one of the themes, but has become the absolute main line of the global capital market."

Hartnett認為，債券市場正成為AI牛市的最大威脅。若債市斷供並倒逼聯準會升息，將觸發風險資產新一輪去槓桿。

Only the rules written on ordinary days can withstand market emotions at 11 PM.

中國皇冠上的明珠──DRAM晶片。

A $1 billion investment in Naver, which is currently advancing its acquisition of Upbit.

Young South Koreans used leverage to "gamble on the nation's fortunes," ultimately ending up bankrupt.

So that's how Bloomberg and the WSJ come up with their so-called "insider information."

DRAM供需缺口持續，而長鑫兼具「量價齊升+國產替代」雙重紅利。

Technology and momentum positions are far from cleared, and coupled with multiple pressures from geopolitics, tariffs, and interest rates, high volatility will persist in the third quarter.

MSX Founder: Intends to Acquire Bitmart, Will Make Spot and Futures Trading Fees Free.

這階段誰都焦慮，吃著碗裡，看著鍋裡。

交易所倒闭潮还在继续，下一个会是谁？