九菲特

$ORCL still, buying dips in these established US stock companies is safer. Oracle was listed in 1986—it's been 40 years on the market, witnessing several cycles of bull and bear markets! The more pullbacks you get, the more likely there will be a rebound! Last year it peaked at 345, and by last month it had fallen 67%! Now it's started another rebound—rising, then pulling back—the trend is very clear.

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$XAG the largest silver ETF globally. As holdings continue to grow, it indicates institutions or large sums of money are subscribing to shares of this ETF. The fund manager must simultaneously buy physical silver to support the shares. This directly reflects that market demand for physical silver is rising!

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$XAU Global’s largest physical gold ETF holdings have risen, indicating that institutions or large amounts of capital are buying up shares of this ETF. It intuitively reflects that market demand for physical gold is increasing!

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The market is picking up again 😂 Today, AMA Big Brother (Big Brother Table) replied to my question.

I asked CZ about the difference between the recent gold and Bitcoin trends, and about that debate in Dubai. Bitcoin definitely has various advantages over gold, but why is gold actually outperforming and overwhelming Bitcoin? CZ said it’s about adoption rate.

It’s crucially important, and it’s still gonna take more time for most people to accept Bitcoin as the new money system.

It’s like AI is pretty awesome and can do all kinds of things. But that doesn’t mean it can accomplish everything immediately right now.

This adoption rate is the root cause of the noise in the time lag! More steady mindset—keep HODLing!

#CZ Binance Square AMA

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AI sovereignty is now moving from large language models into the field of inference chips.

The UK government confirmed today at 16:23 that Sovereign AI has taken an equity stake in OLIX; meanwhile, the company’s official disclosure states that it has completed a $312 million Series B round, valuing it at $3.3 billion. X-1 breaks down the inference process into dedicated chips and enables communication through SRAM and optical interconnects, with an architecture that eliminates dependence on HBM.

Don’t rush to label it the “UK version of Nvidia” just yet: both the funding amount and the valuation come from company announcements. Its actual costs and performance have not yet been verified by a third party, and DX-1 is currently only planned to deliver to the first batch of customers in the second half of 2027. The core of the government’s bet here is controlling inference costs and ensuring an independently controllable, secure supply chain.

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So tragic: media companies under the Trump family have admitted that the company plans to cut back on business lines such as bocai and cryptocurrency, and will instead fully bet on its own social platform, Truth Social. The $100,000-a-month subscription fee it offers is said to help users obtain access to Trump’s account faster, through a service that sends push notifications about the account.

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《Principles》 author Dalio celebrates his 77th birthday, partying with his family at a nightclub and dancing until 4 a.m.

U.S. President Trump turns 80, watches a fight on the White House lawn, then flies overnight to France to attend the G7 Summit.

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A paid service promising to get Donald Trump’s tweets 100,000 USD earlier somehow went viral and sold like crazy. In its financial report, Trump Media said customers are digging into their pockets to pay for subscriptions—so they can be among the first to see priority pushes from Truth Social’s top accounts.

A company representative admitted that in just 1 week after launch, more than 10 customers had placed orders, and most buyers are high-frequency trading firms.

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There’s a verified big shot who is a Xiaomi employee. He posted a leak claiming that Xiaomi has recruited a bunch of undercover agents from Huawei and Honor, and that the whole company is almost being hollowed out.

However, many industry peers couldn’t stand it and mocked the guy, saying it’s nothing but delusions—forgetting that Xiaomi originally also relied on poaching others, stealing walls, and copying and learning from others.

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Tencent employees fought over an AI feature—apparently because today WeChat launched a small-scale internal test. It added AI-assisted Moments writing, which supports one-click generation of copywriting, or automatically commenting on other people’s posts.

However, this feature has also sparked doubts. For example, former Tencent director Cheng Lingfeng criticized it, saying this will make there be fewer real people on the platform, and everyone will turn into NPCs.

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There’s this older guy who figured out a trick to make his own Claude Opus 5 respond at lightning speed. Just give it an instruction to focus fully on the work, don’t waste time with pointless talk, and don’t add any evaluation or criticism—just deliver the results. With that, the AI’s output efficiency can skyrocket by a full 10 times… It’s basically a real-life version of workplace PUA.

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Supreme-level investment! In this round, SpaceX is unlocking in batches, and Google is the biggest winner. According to 13F filings, Alphabet invested $900 million into SpaceX in 2015. At its peak, its market value soared to around $94.2 billion—about 95% of Google’s publicly disclosed equity investment portfolio.

Even though SpaceX’s share price has since pulled back, it still holds a value of $75 billion, with on-paper gains up more than 80 times.

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Updating BN Square to now, this is the first time I’ve received a tip

And it turned out to be from Big Sister…

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AI is now quietly giving people nicknames. Recently, the community has widely noticed that in DeepSeek’s thinking logs, the model will, based on this person’s conversation style, personality, and historical content, privately assign users a nickname.

This includes names like Momo, the Question-Requester Knight, and the Little Fortune Teller. With deep interaction, by reading its thinking logs, you can find the nicknames it has assigned.

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Trump is also worried about assassination. According to media reports, during his visit to Turkey, in order to avoid an Iranian assassination attempt, shortly after publicly boarding his own Air Force One, Trump quietly got on a catering truck and quickly left that aircraft.

Then that catering truck drove alongside another aircraft, completing Trump’s secret plane change operation.

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Over $50 billion, finance bigwigs are starting to set up the deal. This morning, Huang Renxun posted an article mentioning that although the A100 was released six years ago, a large number of customers are still using it, and he estimates this hardware can last 10 years.

He then said that the one-year H100 rental price has risen from about $1.7 per GPU per hour in October last year, to about $2.35 per GPU per hour in March this year, and that Blackwell compute power is even more expensive.

Cloud rental fees for the B200 have also reached roughly $5.3 to $7.05 per GPU per hour.

So, in response to the market’s current urgent demand, they plan to put together a new $50 billion funding scheme, with financial giants such as BlackRock, Blackstone, KKR, and Goldman Sachs investing to build AI factories packed with NVIDIA GPUs.

In this setup, AI companies, cloud providers, and enterprises can rent compute power on an annual basis and pay the rental fees. This means companies that don’t have the money to buy large numbers of GPUs upfront can still access compute power, while financial institutions treat the rental income as long-term investment returns.

As for NVIDIA, they can sell more chips while shifting the risk of having no customers onto the financial institutions. NVIDIA only needs to provide residual value support of up to 25% for each project—meaning that if the equipment can’t be rented out later or depreciates too quickly, NVIDIA may have to bear some portion of the risk.

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马斯克近 30 天，点名并互动了 4 次中国。

而他母亲 Maye Musk 全年提到次数不下 20 回，是海外头号中吹。

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$BTC live room orders have already reached the take-profit level! Short-term traders can take profit for safety! Long-term players keep grinding and looking bearish! Bearish! Bearish! Bearish! Get me a royal palace! Uninstall the buy key for me! Anyone who doesn’t go short, take them out and execute them! 👇👇👇

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