區塊101

☀️ Block 101｜Market Morning News

Past 24H:

① Liquid attackers returned 3,400 BTC, retaining about 600 BTC for further patching and later return
② Cronos rolled back and recovered $110 million; $9.19 million still remains unrecovered
③ Visa launches on-chain lending, with transaction volume increasing by 200%

After Astra’s launch, a noteworthy phenomenon has emerged in the market:

Capital is once again starting to focus on memory.

This actually reflects that the AI investment theme is becoming more mature.

In the first phase, everyone was asking:

“Who can provide the strongest AI GPU?”

But once AI compute capacity continues to expand, the question gradually shifts to:

“If we have the GPUs, how do we feed data in quickly?”

As models grow larger, the required HBM, DRAM, storage, and high-speed interconnects also increase.

And then, further down the line, we’ll run into issues like power, cooling, and data center capacity.

So when researching AI investments, there’s a very practical way to think about it:

Don’t keep looking for the “next NVIDIA.” Instead, look for the next bottleneck in AI.

GPUs used to be the bottleneck.

Now, memory is being repriced by the market.

So what will the next bottleneck be?

#AI #Semiconductors #NVIDIA #Micron #USStocks

🍎 Apple Autumn Event Countdown Is Underway!

Apple’s 2026 autumn event is coming soon, and this year, market attention may not be limited to the usual iPhone upgrade.

Current areas of focus include long-rumored first foldable iPhone, iPhone 18 Pro, as well as new products like the Apple Watch and AirPods.

But for investors, what truly matters isn’t just the new products themselves:

📱 Will the new iPhone trigger a new upgrade cycle?
🤖 Will Apple make bigger moves in the AI space?
💰 New product pricing and strategy for high-end models
📈 Can the new lineup reignite Apple’s growth?
🏭 How might Apple’s supply chain—including TSMC—be affected?

If Apple really launches its first foldable iPhone, would you buy it?

A. Yes—I’ve been waiting for Apple for a long time
B. I’ll decide after seeing the price
C. I’m not interested in foldable phones

⏰ Event time: 1:00 AM on September 10 (Taiwan time)

Block 101 will also continue to sort through the latest products and their impact on the market.

#Apple #AAPL #iPhone #TechStocks #USStocks #Investing

I helped a friend with something half a month ago: taking his child to Chiang Mai for a summer camp that he'd already registered for.

He couldn’t go, because his mother suddenly passed away, and he had to stay home to keep vigil and attend the funeral.

On a bench during a layover in Bangkok, the child was so tired that he fell asleep with his head resting on my leg. I took out my phone and checked my holdings. That stretch of the market was doing well—the account was in the green by even more, and there was even an early project that had sent out an airdrop.

Normally, I would’ve immediately taken a screenshot to post online or chat with my friend. But looking at the child sleeping soundly beside me, I only felt coldness and emptiness.

I’ve known this friend for ten years. In the past few years, in order to find opportunities in the circle and get back what he lost, he’d been glued to the charts day and night—going to meetups, pulling late nights, and even on holidays staring at his phone. He always said, “Once I make enough on this run, I’ll take the whole family out to vacation properly.”

In the end, the market turned, the opportunity arrived—but he didn’t get to wait for it.

I used to think financial freedom was the destination. Now I understand more and more: if the speed at which you make money can’t keep up with how fast your loved ones grow old, then what is the meaning of that string of numbers in your account?

After I got off the plane and handed the child over to the camp teacher, I called home.

Don’t wait until you’ve achieved financial freedom before you go live your life. Call your family a little more often. That window of time may close even faster than a bear market ends.

🚨 Breaking News｜Goldman Sachs upgrades the market size for optical module market; rapid growth in demand for AI server optical modules. Goldman Sachs forecasts that 16T optical module demand will grow to 61%, reflecting that the expansion of AI servers is driving growth in optical communication hardware.

The CLARITY Act, simply put, is the U.S. getting ready to turn crypto’s "gray area" into black-and-white rules.

Who is a security, who is a commodity,
what the SEC regulates, what the CFTC regulates,
all of it is supposed to get an answer.
A lot of people only see it as a "regulatory tailwind."
I think the real thing to watch is not whether it will make BTC go up, but whether it will finally make Wall Street feel safe enough to move money in.

Because crypto has never lacked money.

What it lacks is the rules of the game that make big money willing to enter.

9/15 — that’s what’s worth watching.

🚨 Breaking News | Jensen Huang announces GPT-6 Astra deployment with over 100,000 Blackwell GPUs, AGI has arrived OpenAI's latest GPT-6 Astra uses more than 100,000 Blackwell GPUs, with another 400,000 ready to go online. Why it matters: AI computing resources have increased significantly, driving the rapid development of artificial general intelligence technology.

ChatGPT is simply amazing!

Stop calculating house prices in fiat—it only makes you more anxious.

Switch to Bitcoin units, and the world suddenly looks alarmingly "cheap."

Today I dug into global housing prices for you all. If you’re holding BTC, how many coins would it take to buy a 200-square-meter (about 2,150 sq ft) luxury apartment in prime central locations around the world?

(Estimated at $BTC ≈ $80,000, based on top-tier luxury properties in core districts only)

Monaco: ~138 BTC (the global tax haven for the ultra-rich—truly prestigious)

Hong Kong (Central/Mid-Levels): ~70 BTC (once the ceiling; now just a few dozen coins)

New York (Manhattan): ~63 BTC (next door to Wall Street elites)

London (Mayfair): ~55 BTC (the entry ticket to an old-money empire)

Singapore: ~50 BTC (the first choice for Web3 founders holding meetings)

Paris: ~48 BTC (the price of a view of the Eiffel Tower)

Shanghai (Lujiazui/Bund): ~45 BTC (same view as Tomson Riviera)

Taipei (Xinyi/Daan): ~38 BTC (a front-row spot for Taipei 101 fireworks)

Tokyo (Minato): ~36 BTC (after the yen’s depreciation, Tokyo is extremely good value)

Dubai: ~23 BTC (a tax-free paradise packed with Web3 acquaintances)

Bangkok: ~13 BTC (living like a boss in a top-tier affluent district)

After looking at these numbers, I came to only two conclusions:

Fiat is inflating, but the world is massively discounting itself in BTC. Ten years ago, buying a house in Bangkok cost over 1,000 BTC; now it’s only a dozen or so. Do you think homes got more expensive? No—the fiat currency is shrinking, and hard money is taking everything.

Concrete vs seed phrase: 200 square meters of concrete can’t be moved, and it still comes with annual property taxes and management fees; dozens of BTC can sit in a cold wallet, and you can take them across borders without even setting off a metal detector.

If we really reach the peak of a bull market and BTC surges to $200,000 or $500,000... maybe just 10 BTC could sweep Manhattan and London.

Which city could your BTC stack fully pay for a home in right now?

🚨 Breaking News｜U.S. August nonfarm payrolls far exceeded expectations, with employment rising by 162,000, well above the market forecast of 56,000; the unemployment rate remained at 4.1%.
After the strong jobs data was released, markets raised expectations again for a Fed rate hike in September; U.S. Treasury yields and the dollar rose, gold came under pressure, and U.S. stock futures weakened.
Why it matters: the labor market is stronger than expected, shifting September Fed policy pressure back toward inflation, and the upcoming CPI data will be key.

🚨 Breaking News | U.S. regulators have preliminarily approved blockchain bank OpenReserve to operate. The U.S. Office of the Comptroller of the Currency has granted it a temporary banking license, making it a new member of the crypto-native banking sector.

☀️ Block 101｜Crypto Morning News (Past 24H):
① Bitcoin surged to $81,000, Ethereum broke through $2,500, and liquidations exceeded $434 million.
② Standard Chartered Bank launched spot trading for Bitcoin and Ethereum in the UAE.
③ The U.S. Department of Justice seized over $560,000 in crypto assets flowing to Hamas; the FBI took over the fundraising network.

Broadcom’s AI business surges 221%—is the AI infrastructure boom still not over?

Broadcom’s latest FY2026 Q3 earnings report once again proves that AI capital expenditures remain strong:
Revenue: $29.59B
Adjusted EPS: $3.32
AI semiconductor revenue: $16.7B, up 221% year over year
Q4 AI semiconductor revenue guidance: $21.7B
What’s truly worth paying attention to are the last two figures.
Broadcom’s AI semiconductor revenue is expected to grow next quarter from $16.7B to $21.7B, indicating that major tech companies’ demand for AI compute, custom chips, and high-speed networking is still expanding rapidly.
This is also something crypto investors should pay attention to.
Because AI and Crypto are currently competing for the same set of core infrastructure: chips, compute, data centers, and power.
So by looking at the earnings reports of AI infrastructure companies like NVIDIA and Broadcom, you’re also effectively gauging the “temperature” of global compute-capex.

Our take:
The AI Trade isn’t over yet, but the market is gradually broadening from “buy NVIDIA” to the entire AI infrastructure supply chain.
$AVGO #Broadcom #AI #semiconductors #USstocks

Nepal’s massive glacier collapse and flash floods swept away hydropower stations and roads, leaving thousands missing. In the face of natural disasters, life is heartbreakingly fragile. But after every major catastrophe, affected areas often face a second round of secondary disasters: “Banks are offline and paralyzed, international remittances are reviewed for a week, and private donations disappear into a black box with no clear whereabouts.” Many people ask: What can Web3 do besides trading coins? The answer lies in “humanitarian rescue for extreme disasters” 🧵👇
1️⃣ Golden 72 hours: code runs faster than banks When bridges in disaster areas break and power is damaged, traditional SWIFT wire transfers simply can’t keep up. In past Turkey earthquakes or international relief efforts, cross-border stablecoins (USDT/USDC) can reach front-line volunteer phones within seconds—enabling immediate purchases of drones, blankets, and drinking water.
2️⃣ Clarity in plain sight: erasing the “Red Cross black box” Every on-chain charitable payment, and every wallet address the funds go to, is公開 and transparent on the blockchain explorer. If intermediaries try to take a cut, their actions leave no hiding place in the chain records.
3️⃣ Smart contracts’ automated mega-disaster insurance (Parametric Insurance) Combined with satellite imagery and oracles, once the river water level exceeds the alert threshold, the smart contract automatically transfers compensation to affected users’ wallets—avoiding months of tedious assessment and claim verification.
💡 The original purpose of blockchain was never gambling, but to ensure that even when the internet is down, in war, or amid extreme calamities, individuals’ assets still have the resilience to cross borders and help save lives. We pray for the disaster-stricken, and we hope technology can illuminate more people in times of crisis.

pessimistic

😭😭😭

Hahaha

Profound