優質深度分析文章及一週熱點惡補。

AGI, by the definition of twenty years ago, has already arrived.

SemiAnalysis看好的是Meta追趕速度，而非當前模型排名

首週溢價決定它是重估入口還是擁擠交易。

逾200支隊伍完成報名，生態陣容涵蓋20+合作機構及高校、30+媒體合作夥伴，以及多家量化平台與社群。

While the entire internet is caught in an involution frenzy over model capabilities, a group of "technical translators" is quietly reshaping the attention landscape.

Robinhood這個大房客，讓Arbitrum開張收租。

In 2026, crypto market funds did not disappear but shifted from Bitcoin ETFs to the AI and semiconductor sectors. Bitcoin funds saw net outflows of approximately $12 billion, while semiconductor ETFs attracted over $20 billion in inflows, indicating that capital simply moved to a different high-volatility track.

舊時代的船隻無法抵達新大陸，還是連環衝擊下的絕處逢生？

設備股下一波行情，要看台積電、三星和英特爾

USDC 縮量、Robinhood 發鏈、Strategy 賣幣，它們正被哪些新變數重新定價？

The next chapter of the story may no longer star those selling GPUs and HBM, but those using GPUs and HBM to build the next generation of the internet. Capital is flowing from the "shovel sellers" to the "shovel users" — this is not the funeral of AI, but a redistribution of profits within the AI supply chain.

注意力不值钱了。

Saylor has once again pulled a fast one.

Unlike DappRadar, Zapper actually had many opportunities.

美光科技宣佈將美國本土製造投資提升至2500億美元，目標在2035年前實現40%的DRAM在美生產，並創造超過9萬個就業崗位。