Meta sells computing power, Palantir complains, Zhipu becomes Silicon Valley's top star – the AI Capex story needs a new narrative
AI Capex was the sole driver of the recent market rally.
2026-07-02
AI
Tiger Research: The $1.5 Billion Monthly Crypto Payment Card is Stuck in the 1990s
The next step for crypto payment cards is to become a universal financial infrastructure for everyone.
2026-07-02
穩定幣
貨幣
Nvidia is starting to take a share of cloud providers' revenue
Evolving from a chip seller to the "central bank" of the AI computing ecosystem.
2026-07-02
投資
AI
Bitget CEO Open Letter: Breaking the Impossible
UEX is not a competition over the number of assets; it is a competition over user value, asset efficiency, and trading experience.
2026-07-02
金融
貨幣
AI
Bitget
当 Meta 準備販售算力，AI 牛市的「鬼故事」要來了嗎？
我的 AI 還沒回本，巨頭們的算力，真的就過剩了？
2026-07-02
投資
產業
AI
a16z invests $500 million in a month, while small funds are closing down: Where is the crypto VC money flowing?
Breaking down what TVPI and DPI really mean, and what GPs and LPs will face respectively in the second half of 2026. Who will be the true winners?
2026-07-02
a16z
黑客松
Bitwsie 首席投資官：STRC大跌是底部訊號，牛市將在秋季開啟
STRC的劇烈波動是加密市場週期裡正常且關鍵的一環。
2026-07-02
BTC
Strategy
Before heading to the U.S., SK Hynix dropped like a memecoin
Still in the golden age?
2026-07-02
投資
AI
World Cup upsets keep coming, and the "dumb money" in prediction markets is hilarious to watch
Can you bet against the "dumb money"? Don't pick up pennies in front of a steamroller.
2026-07-02
預測市場
硅基流動流血衝刺 IPO，Token 工廠是否是一門好生意？
好的技術，應該配得上商業上的成功。
2026-07-02
AI
EF：以太坊正成為政府與機構最需要的中立基礎設施
當前許多數位服務依賴中心化中介，存在單點故障、網路攻擊或政治壓力等風險，以太坊的去中心化架構更適合用於數位身份、公共記錄和資產代幣化等應用。
2026-07-02
區塊鏈
政策
技術
AI的萬億黑洞：錢燒進去了，但除了兩家虧錢公司，誰在真正買單？
如果微軟、谷歌、亞馬遜決定停止每季度300億美元的GPU採購，整條供應鏈都將崩塌。
2026-07-02
投資
技術
AI
Meta算力「掀桌」，AI晶片的黃金時代要踩煞車了嗎？
對於關注晶片股的投資者來說，當前的局面可以總結為一句話：不確定性極高，短期內波動會加劇。
2026-07-02
投資
AI
表象承壓，底層蓄力，比特幣正處於築底初期？
比特幣跌破6萬美元表象下，長期持有者悄然開啟積累。
2026-07-02
BTC
投資
The biggest upgrade since The Merge? How will Glamsterdam affect Ethereum?
From how blocks are built, to how transactions are executed, to how on-chain state is charged, Ethereum is re-laying the foundation for a higher Gas Limit.
2026-07-02
ETH
MEV
Robinhood Chain主網上線，股票終於可以搬進錢包了嗎？
穩定幣浮動收益預估7%
2026-07-02
穩定幣
Robinhood
