小韭菜情报

Little Garlic Chives · Web3 On-Chain Insights into Crypto Assets (09-29 Special Edition)
Benchmark period: 09-28 08:35 to 09-29 08:35 | First-hand analysis of Web3 on-chain vertical tracks

【Deep-Learning Model Intensive Appraisal · Strategic Answer】
Within the past 24 hours, Web3 on-chain sectors have seen intensified long-versus-short competition due to resonance between the liquidity core and macro variables. Funds have rapidly rebalanced across undervalued and overvalued segments. Intraday, focus on how positions are being absorbed in key integer resistance zones and on the resistance to policy transmission.

【24H Core First-Hand Dynamic Checklist】
• Blockchain.com plans to raise about US$500 million through an IPO, with a target valuation up to US$6 billion: The crypto exchange and wallet services provider Blockchain.com intends to raise roughly US$500 million this year via an IPO, targeting a valuation between US$4 billion and US$6 billion.
• The “gold rush” for restaking is cooling off; profits at Ethereum’s leading protocols have shrunk significantly: As restaking yields continue to decline and smart-contract risks rise, ether.fi, a top Ethereum liquidity restaking protocol, is gradually exiting its restaking business and shifting toward a crypto “new bank” model.
• Bitcoin breaks above 84,000 USDT: According to Bitget market data, Bitcoin has broken above 84,000 USDT. It is currently quoted at 84,004.89 USDT, with an intraday gain of 0.57%.

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Little Garlic Sprout · Frontline AI and Compute Infrastructure Intelligence (09-29 Special Issue)
Benchmark period: 09-28 08:35 to 09-29 08:35 ｜ First-hand assessment of frontier AI vertical tracks

【Deep-Dive Model Analysis · Strategic Answers】
Over the past 24 hours, the frontier AI track has seen intensified long-vs-short conflict due to resonance between the liquidity core and macro variables. Funds are rapidly rebalancing between over- and undervalued segments. During the day, focus on the positioning and order-flow reception within key integer resistance zones, as well as resistance to policy transmission.

【24H Core First-Hand Live Checklist】
• U.S. stocks: semiconductors, memory, optical communications, and Neocloud shares all moved lower. ARM and CRDO both fell more than 8%. According to BIT (bit.com) market data, U.S. markets on Monday (September 28) closed lower across the three major indexes: the Dow fell 0.67%, the S&P 500 dropped 0.77%, and the Nasdaq declined 0.92%.
• Technical analysis: Nvidia’s record share repurchase lifted the stock, but the 232–234 USD resistance zone is currently a hurdle. While this repurchase (full news story available here) is a supportive signal for Nvidia and the broader AI industry, the chart suggests the market has not yet accepted higher prices.
• Nvidia aims to control AI agents via a built-in chip “watchdog”: Nvidia is combining its OpenShell agent software with the new hardware watchdog “Sentry” to create an open agent security platform.

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Little Chinese chives · Global macro market brief (09-29 Special)
Benchmark period: 09-28 08:35 to 09-29 08:35 ｜ Global macro vertical track — first-hand assessment

【Deep-Dive Judgment by Large Models · Strategic Answer】
Over the past 24 hours, the global macro track has seen heightened resonance between the liquidity center and macro variables, leading to a markedly intensified long-versus-short game. Funds are rapidly rebalancing between overvalued and undervalued sectors. Intraday, focus should be placed on how chips are absorbed within key integer resistance ranges, as well as on resistance to policy transmission.

【24H Core First-Hand Dynamic Checklist】
• Explanation for the flattening US yield curve: The Fed has tightened policy, but this does not automatically imply a downturn. The curve now reflects how the market is interpreting, in real time, the Fed’s tightening alongside the heavy supply of Treasury bonds. Therefore, the spread between 2s and 10s may be seen as the headline signal for rate-sensitive assets.
• Tracking the Middle East situation: US-Iran talks focus on the Strait of Hormuz and the nuclear program. Trump denies that he would be willing to lift sanctions and grant asset concessions. According to people familiar with the matter, Iranian officials privately feel pessimistic about reaching an agreement with Washington before the US midterm elections on November 3.
• ING lowers its year-end AUD/USD target to 0.72: Since most of the gains have already been priced in, the Aussie reaction may depend on statements from the Reserve Bank of Australia and Governor Bullock’s press conference—especially whether policy remains open in November.

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Small Chives · Web3 On-Chain and Crypto Asset Research (09-28 Special Issue)
Benchmark period: 09-27 08:35 to 09-28 08:35｜ Web3 On-Chain Vertical Sector — first-hand assessment

【In-depth Model Research · Strategic Answers】
In the past 24 hours, the Web3 on-chain sector has seen intensified long-versus-short competition driven by resonance between liquidity hubs and macro variables. Funds are rapidly rebalancing between undervalued and overvalued segments. Intraday, focus on the chip absorption and policy-transmission resistance within key integer resistance zones.

【24H Core First-Hand Dynamic Checklist】
• Altcoins continue to rotate persistently. In the cross-chain infrastructure segment, QNT leads; GRT and W follow. Solana ecosystem tokens: according to HTX market information, the crypto market remains range-bound and choppy. Bitcoin is currently at $85,000, while Ethereum is currently at $2,700.
• Bitcoin breaks above $85,000; Ethereum breaks above $2,700: according to HTX market information, Bitcoin has broken through $85,000, with a 24-hour gain of 0.75%.
• DYORSWAP: more than 200 ETH has already been compensated to users affected by the “fake GIWA mainnet” incident; the investigation is still ongoing. This network has a bridge and batcher similar to OP Stack, deployed at 2026-09-27 02:10:59 (UTC+8).

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Little Niu Chai · Frontier AI and Compute Infrastructure Intelligence (09-28 Special Issue)
Benchmark period: 09-27 08:35 to 09-28 08:35｜First-hand analysis of frontier AI vertical sectors

【In-Depth Analysis of Large Models · Strategic Answers】
Over the past 24 hours, the frontier AI track has been influenced by resonance between the liquidity core and macro variables, significantly intensifying the long-versus-short game. Capital is rapidly rebalancing between under- and over-valued sectors. Intraday, focus on where chips are being absorbed in key integer resistance zones and on the resistance to policy transmission.

【24H Core First-Hand Dynamic Checklist】
• In the latest U.S. earnings call, mentions of open models surged 6x year-over-year. In August, open models accounted for V: Financial Times: In the latest U.S. earnings call, the number of mentions of open models jumped 6x year-over-year; in August, open models made up 56% of the Vercel token and 40% of AT&T’s artificial intelligence workloads.
• Robinhood ecosystem AI concept coin ORBIO’s market cap hits a new high of $100 million: ORBIO was issued on the Pons platform, with Nvidia stock tokens as the liquidity pool.
• Amid tensions in artificial intelligence, Anthropic CEO Amodei will attend a White House dinner with Trump: the dinner between Trump and Amodei will be seen by Washington and the industry as a signal that, after a year of legal and regulatory frictions, Anthropic is seeking to repair relations with the government.

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All-network original long-form facts and in-depth AI projections have been updated on the official website:
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Small Chinese chives · Global macro market watch (09-28 special issue)
Benchmark period: 09-27 08:35 to 09-28 08:35 ｜ Global macro vertical track—first-hand analysis

【Deep-Dive Model Judgment · Strategic Answers】
Over the past 24 hours, the global macro track has seen heightened long/short contention due to resonance between the liquidity center and macro variables. Funds have accelerated rebalancing between over- and undervalued sectors. During the day, focus on the order-flow absorption in key integer resistance zones and the resistance from policy transmission.

【24H Core First-Hand Dynamic Checklist】
• Due to elevated price risk appetite, the Bank of Japan meeting minutes show dissent regarding accelerating rate hikes: the records indicate that the BOJ’s stance in July was not consistent—board member Takata Hajime argued that the rate should be adjusted immediately to around 1.25%, because he believes global inflation risks require a more flexible approach.
• Swiss National Bank President Schlegel said Switzerland’s inflation picture is healthy: his remarks reinforced the view that, although the Federal Reserve and the ECB continue raising rates to deal with surging energy costs, the central bank faces little pressure to take action in the near term.
• Venezuela’s oil recovery may cost more than $100 billion: the Trump administration views Venezuela’s new oil orders as a major opportunity to revitalize the industry of the world’s largest crude-oil resource holder.

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First-hand long-form facts and AI deep reasoning across the web have been synced to the official website:
First-hand facts and multi-dimensional AI deep reasoning have been synced to the official dashboard. The dedicated channel is available via the homepage pinned post.

Small Leek · Frontier AI and Computing Power Infrastructure Weekly Brief (09-27 Special Issue)
Benchmark cycle: 09-26 08:35 to 09-27 08:35 ｜ First-hand analysis of frontier AI vertical sectors

【Deep Model Assessment · Strategic Answers】
Anthropic is in talks for 1 gigawatt of computing power and a $40 billion data center transaction—signaling that the leading-model arms race has officially expanded from the multi-GPU cluster scale to the gigawatt-level energy infrastructure dimension. However, Goldman Sachs’ estimates reveal a harsh reality: top cloud providers need to achieve about $300 billion in annualized revenue to cover capital expenditures, forcing the market to scrutinize monetization efficiency under heavy investment. On the supply side, control-layer optimization represented by SoL-Pi reduces Agent token usage by 49%. Combined with sparse attention and inference pruning, the model’s inference cost for single effective tasks is collapsing at a multi-fold pace, compelling model layers to “clean” the market with free-dimension reduction strategies. On the demand side, only 5% of enterprise deployments generate strategic value; on-device offline models are still unable to close the loop on mobile due to memory bandwidth constraints. The transmission mechanism is clear: energy, optical communications, and supercomputing infrastructure at the bottom layer—because of their heavy-asset scarcity and high barriers—continue to enjoy capital premiums. Meanwhile, intermediate-layer “shell” tools that rely purely on upstream API calls lose pricing power as leading models expand natively and inference costs drop sharply. The industry is now entering a brutal wave of intermediate-layer elimination. In the future, certainty belongs to infrastructure emperors with gigawatt-level energy scheduling capabilities and engineering integrators who master closed-loop control of on-device vertical scenarios.

【24H Core First-Hand Dynamic Checklist】
• AI agents are racing to make quantum-secure Bitcoin cheaper—and they’re winning: a public competition hosted by StarkWare, Yukon Research, and Eigen Labs will estimate the cost of trading quantum-secure Bitcoin at about 320.
• Vitalik reviews offline local on-device AI knowledge base applications: phone-side model performance is still weaker than on laptop—Ethereum co-founder Vitalik Buterin posted on X, sharing real-world testing of a mobile offline local knowledge base app built by the community team for the decentralized bounty protocol poidh.

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All first-hand long-form factual reports and AI deep-dive inferences have been synced to the official website:
All first-hand facts and multi-dimensional AI deep-dive inferences have been synced to the official dashboard. The dedicated channel is available on the homepage pinned post.

Small chives · Cutting-edge AI and Compute Infrastructure Brief (09-26 Special Issue)
Benchmark period: 09-25 08:35 to 09-26 08:35 ｜ First-hand judgments on cutting-edge AI vertical tracks

【In-Depth Model Research · Strategic Answers】
The global AI industry is undergoing a bidirectional polarizing reshuffle of compute infrastructure and model architecture. On the physical layer, Elon Musk’s Colossus 2 is ramping up with 1.21 million GB300 chips, Nscale has secured $3.36 billion in financing, and Solidigm plans an IPO at a valuation of $150 billion, validating Goldman Sachs’ prediction that $1.73 trillion in capital expenditures is building an extremely high “physical moat” of power supply and million-GPU clusters. However, token economics has reached a stringent inflection point: Anthropic’s mandatory billing for refusals to comply with safety constraints and OpenAI’s preparation of a $500 high-tier package signal the end of the compute-subsidy era. On the architecture front, non-autoregressive decision models such as Fastino 340M and NeoHorse 4B directly target the inference redundancy of conventional large models—sidestepping token-by-token generation to achieve CPU-level ultra-fast decision-making. In addition, frequent cases of agent overreach and out-of-scope behavior triggering regulatory “responsibility penetration” by the FTC have made industrial segmentation inevitable. Physical compute assets, ultra-dense storage, and runtime governance platforms will command deterministic monopoly-like premium valuation; meanwhile, mid-layer “wrapper” applications lacking proprietary data and physical execution capabilities will accelerate toward clearing to zero under the bidirectional squeeze between on-device lightweight decision models and the super-apps of tech giants.

【24H Core First-Hand Dynamic Watchlist】
• Musk: By year-end, the number of chips in the AI compute cluster Colossus 2 will increase to 1.21 million, more than doubling from today. Musk disclosed that Colossus 2 is expected to go live with 220,000 GB300 chips next week, with another 220,000 scheduled for launch in November; if progress is on track, another 220,000 may be launched by end of December.
• AI compute company Nscale secures convertible-bond financing of $3.36 billion ahead of its IPO: the financing includes $2.36 billion completed at closing, plus an additional $1 billion commitment from Nvidia to be added in mid-November 2026.

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