竹竹YZZ

Late-night福利: This immortal girl hasn’t gone to sleep yet, and the night’s 『Insomnia Relief Fund』 is being issued.
Don’t ask why it’s so late—ask because I’m not asleep, and you can’t sleep either.
Comment『zz』to get a red envelope!

#参议院推迟clarity法案投票至9月
The White House and Congress in the United States are currently working hard to advance the cryptocurrency market structure bill, 《#CLARITY法案 》. The bill is intended to clarify regulatory authority over digital assets, shifting most responsibilities from the SEC to the CFTC, and is widely regarded as a key milestone for promoting growth in the crypto industry.

However, the bill faces resistance. Democrats and some lawmakers are closely scrutinizing potential conflicts of interest arising from profits the Trump family may have earned from the cryptocurrency business, and they are calling for the inclusion of strict "morality clauses". Prosecutors and law enforcement agencies are also concerned that certain provisions protecting developers could weaken the ability to crack down on illegal finance and money laundering.

Despite the fact that Senate Majority Leader Schumer has initiated procedural motions to confirm that a vote would be missed before the August recess, the White House and congressional camp are actively negotiating and pushing to have the bill quickly placed on the agenda for a key vote after the House reconvenes in September.

#荷姆茲海峽 hidden concerns persist; oil prices surge, weighing on a slight retreat in US stocks

Affected by uncertainty stemming from Middle Eastern geopolitical tensions and shipping developments through the Strait of Hormuz, international crude oil prices rebounded sharply on the 10th. With the market worrying that crude supply chains could be disrupted again, the Brent crude futures price jumped by about 5%, rising to around $87 per barrel, reigniting investors’ concerns about a resurgence of inflation.

Under the dual pressure of higher energy prices and weak performance in technology stocks, major US stock indexes saw a modest pullback on Monday (the 10th), slipping slightly from near their record highs. The Dow Industrial Average fell 0.1%, the S&P 500 also closed down 0.1%, and the Nasdaq Composite dropped 0.3%.

Market analysis noted that this week’s focus will shift to the latest inflation data expected to be released soon. If the inflation figures show easing pressure, the Federal Reserve will likely have more flexibility in future rate policy, which will also influence the subsequent direction of the stock market.
*(Photo source/data: Reuters)*

A 7.4-magnitude earthquake strikes Colombia, causing severe injuries and widespread casualties; the nation enters an emergency state

In the western part of South American country Colombia, a strong earthquake with a magnitude of 7.4 hit in the morning of the 10th local time. The epicenter depth was about 110 kilometers. This is one of the most severe quakes the country has experienced since entering the 21st century. Not only did the entire country feel violent shaking over a wide area, but neighboring Ecuador and Panama were also affected.

According to the latest figures from local authorities and rescue organizations, the disaster has killed at least 164 people, injured more than 880, and left thousands more missing. The earthquake severely damaged buildings, roads, and infrastructure in multiple towns, forcing many residents to flee and remain in the streets.

In response to the grim situation, the Colombian government quickly took contingency measures and declared a national state of emergency. Relevant agencies have fully mobilized the military, police, and medical resources to deploy to the disaster zone, working to carry out search-and-rescue and shelter arrangements, with the aim of minimizing casualties.
(Photos/AP Images/Reuters)

#台积电7月营收增长45%
TSMC reports consolidated revenue for July 2026 of NT$467.58 billion, up 5.6% month-over-month and 44.7% year-over-year. Monthly revenue hits a new high again. Cumulative revenue from January to July totals NT$2,872.064 billion, up 37.0% from the same period last year, with both figures setting historical records.

In terms of its operating outlook, TSMC expects third-quarter U.S. dollar revenue to rise by about 12% quarter-over-quarter, while gross margin is expected to fall within a range of 65% to 67%. The gross margin is slightly lower than the previous quarter, mainly because the ramp-up of its N2 process into early-stage mass production will bring dilution effects of approximately 3 to 4 percentage points.

Looking ahead to the second half of the year, in addition to early N2 mass-production costs, overseas wafer fabrication plants scheduled to come online over the next several years are also expected to cause gross margin dilution of 2% to 4%. However, supported by strong demand for advanced processes, improvements in production efficiency, and cost optimization, TSMC remains confident in its ability to maintain long-term profitability.

#灰度撤回三只山寨币etf申请
Grayscale, a major cryptocurrency asset manager, filed a withdrawal statement with the U.S. Securities and Exchange Commission (SEC) on August 7, officially ending the S-1 registration applications for three trust ETFs: Cardano (#ADA ), Hedera (#HBAR ), and Polkadot (#DOT ).

According to SEC filings, these three withdrawal requests were submitted in quick succession within less than four minutes. It needs to be clarified that this change was not an official rejection by the SEC; rather, Grayscale voluntarily halted the process based on its own business considerations and indicated in its filings that it has no intention to continue with the share issuance plans for these funds. Since the related crypto currency trusts had previously faced challenges stemming from changes to exchange listing rules, the market broadly interpreted this as Grayscale making a strategic adjustment to its altcoin product line.

Even so, Grayscale’s potential ETF plans for other cryptocurrency asset holdings remain active. Whether it will resubmit filings in response to changes in market conditions remains to be seen.

Crushing Delay Rumors! NVIDIA’s #黃仁勳親赴大摩 roadshow crowd shouted: “NVIDIA’s quarterly revenue will move toward $100 billion!”

Amid the recent clamor in the market over the semiconductor sector and the progress of AI chips, NVIDIA CEO Jensen Huang recently led top executives on a trip to California to attend Morgan Stanley’s non-deal investor roadshow (NDR). With the toughest posture possible, he delivered reassurance to the market. Huang was direct in saying that NVIDIA’s growth has not peaked—instead, it continues to accelerate, driven by diverse demand.

Regarding earlier worries circulating on Wall Street that the next-generation Rubin Ultra chips might be delayed until 2028 shipments, Huang openly denied the rumor at the meeting and reiterated that the new products would be released as scheduled next year. He further explained that although the system architecture and rack design have received advantageous optimization upgrades, the overall timeline has not been materially delayed. At the same time, in the face of competitive pressure from cloud service providers’ in-house ASIC chip development, the meeting minutes released by Morgan Stanley noted that many AI lab customers that previously relied heavily on their own chips have recently substantially increased the share of NVIDIA GPUs—confirming NVIDIA’s absolute advantages in cost-effectiveness and in training and inference expenses.

What most excited investors was that Huang disclosed during the meeting that NVIDIA’s quarterly revenue is rapidly approaching the $100 billion mark. This high-level, on-the-ground address not only instantly dispelled market concerns about chip progress, but also signaled to global capital markets that AI hardware’s dominant leader is unshakably entrenched as the undisputed powerhouse.

NVIDIA shells out $1.6T to secure power, partnering with crypto-miner Hut 8 to seize the AI energy race!

NVIDIA is partnering with Hut 8, which transitioned from Bitcoin mining, to lease the Beacon Point AI data center in Texas. According to the Financial Times, if the 15-year lease is extended to 30 years, the total value could reach as much as $50 billion (about NT$1.6 trillion). NVIDIA is no longer just selling chips—it is also helping with financing, finding sites and power, and connecting the supply chain, upgrading its role to a data-center integrator.

Hut 8 wins with an “energy first” strategy. It holds contracts worth more than $26.6 billion and can provide 1GW of power at a single location—roughly half of Taipei City’s daily usage. As U.S. power grids face mounting strain from the surge in AI electricity demand, power has become the next critical bottleneck. The partnership highlights the new rules of the AI competition: if you have electricity, you have compute. However, if demand cools, high-cost infrastructure could face oversupply and recycling risks.
$NVDA.US

【Institutional and Whale Long-Short Interweave; Crypto Markets See a Wave of Fund Rotation】

Recently, the cryptocurrency market has demonstrated fierce emotional tug-of-war amid price fluctuations. On one hand, under the leadership of “female stock goddess” Cathie Wood, Ark Invest continues to aggressively buy related stocks and crypto-ecosystem assets tied to #Circle through its ETFs, suggesting that traditional institutions’ long-term confidence in blockchain financial infrastructure and stablecoin applications remains undiminished.

On the other hand, on-chain data indicates that during periods of volatility, some whale wallets and long-term holding addresses of major coins such as Ethereum have shown significant large-scale buying and rebalancing activities. Some funds take advantage of low points to allocate assets and absorb them via over-the-counter channels, while other early holdings adjust dynamically amid the swings. This phenomenon of “buying while rebalancing” reflects that institutional capital is recalibrating market risk, and it also sets variables for the行情 to come.

The U.S. Department of the Treasury strikes back! Targets cross-border crypto exchanges to cut off #伊朗革命衛隊金流

The standoff between cryptocurrencies and geopolitics is heating up at a rapid pace. The U.S. Treasury Department’s Office of Foreign Assets Control (OFAC) has officially announced a major round of sanctions, placing a cross-border cryptocurrency exchange (such as Shelbit, reportedly headquartered in Dubai) and the network behind it squarely on the blacklist. The move targets the platform for allegedly laundering money for, and evading sanctions against, Iran’s Islamic Revolutionary Guard Corps (IRGC). This action is the U.S.’s heavy-handed response—coming after a series of investigations—aimed at shutting down a suspected haven for illicit funds within virtual assets.

According to the investigation, the platform was involved in an Iranian sanctions-evasion scheme worth as much as $4 billion, and—through a massive transfer of digital assets and an illegal online gambling network—it helped shield the Iranian regime’s backroom operations within the international financial system.

The U.S. Treasury Secretary emphasized that Washington will do everything in its power to track down and dismantle any illegal financial networks attempting to support hostile regimes. The case once again sends a serious compliance warning to the global crypto community: as regulators around the world launch sweeping crackdowns on the anonymity of virtual currencies and money-laundering loopholes, “decentralization” is no longer a shield for evading international laws and national security.
(Image/FARRAH SKEIKY FOR THE WALL STREET JOURNAL)

Palantir Turns in an “Otherworldly” Earnings Report! Revenue Soars, Stock Price Explodes Within a Single Week to Shock Wall Street

The dark horse in the artificial intelligence arena is taking over the market across the board! Data analytics powerhouse #Palantir released a jaw-dropping Q2 earnings report that not only surged 93% year over year in revenue, but also saw U.S. commercial revenue skyrocket by 149%.

CEO Alex Karp was candid, describing this quarter as “Otherworldly.” Spurred by the momentum, Palantir’s stock price surged dramatically, delivering what’s been described as its most perfect single-week performance in recent years—completely crushing lingering concerns that the market may have been overvaluing the company.

The key to this standout performance is Palantir’s success in turning AI technology into tangible, enterprise-level economic value. Its “Rule of 40” score even climbed to an astonishing 155%, and free cash flow surpassed $1.2 billion. As total enterprise contract value and the number of customers continued to post strong gains, Palantir also significantly raised its full-year revenue guidance.

This doesn’t just cement its dominance as the top player in enterprise AI operating systems—it also sends a global message: the AI gold rush is entering a profitable harvest phase, and the true king that can make money has already arrived!

Corporate earnings back in full force—#油價 falls again! #標普500 launches an all-out comeback to hit a record high

Once again, Wall Street has proven to the world the hard truth of “the strong always get stronger.” Recently, U.S. stock markets have entered an exhilarating super rally. The S&P 500 and the Dow Jones Industrial Average have both broken out of the sideways pattern that had persisted for months, reaching record highs.

Behind this breakout rally that has grabbed global investors’ attention are two main engines: first, corporate earnings have completely shattered market pessimism and expectations; second, a fall in international oil prices has significantly eased inflation pressure.

According to FactSet data, companies’ year-over-year earnings per share growth in the latest quarter far exceeded expectations, marking the strongest growth surge since the 2021 economic reopening. Beyond tech giants continuing to turn in strong results, demand for heavy-industry and AI-related hardware has also been ignited at the same time.

Analysts note that although the market had previously remained concerned about geopolitical risks and the downside threats posed by high interest rates, U.S. stocks successfully defused potential trouble thanks to solid corporate profits and a decline in Treasury yields. This bull-market feast once again tells investors: as long as profit growth is strong enough, any short-term volatility is simply a great opportunity to get on board!
(Chart/Reuters)

#舍利子
🪷 Sacred Relic｜#苦行僧哲學遊戲規則 🪷
“Five minutes of mindfulness—only the final坚持 (one who persists) will refine into a sacred relic.”
This is a community welfare game that tests patience, judgment, and persistence.

① Game Start
The community contributes a specified amount of sacred relics as the initial prize pool. The game then officially begins and launches a 5-minute countdown.

② 5-Minute Relay
During the countdown, as long as there is a new valid transfer in:
The game continues, restarting the 5-minute countdown based on the account time of the latest valid transfer.
As long as people keep participating, the game keeps going.

③ Final 5 Minutes｜Decide the Winner
When there are no valid transfers for a continuous 5 minutes,
🪷 the countdown reaches zero and the game officially ends 🪷

The address of the last valid transfer in this round—“#最後贏家佛緣者 ”—represents “#修成舍利子 ”.

1st Place (Buddha-kin): receives 50% of the prize pool
2nd Place (Buddha-kin): receives 20% of the prize pool
3rd Place (Buddha-kin): receives 10% of the prize pool
Black hole burn/destroy: 10%
Prize pool: 10%

#舍利子 🪷 Not here to chase the spike and sell the dip—I'm here to cultivate the mind, guard the heart, and move forward together for the long term 🪷

🪷 The 360/30 #礦池 is now open—join at your own pace 🪷
We bring this “relic” of culture and faith into Web3.

🪷 Buddhist spirit × blockchain 🪷
What we truly want to say is not just the coin price.
After you make money, can you keep it?

Virtue should match one’s position; otherwise you can’t hold on to wealth and precious things.
Wealth is only a result—virtue and character are the key.

Life is a practice; the market is a mirror.
Keep going, keep cultivating, and cherish what you have.

🪷 Life is a practice; the market is also a mirror 🪷
Keep going, keep cultivating, and cherish what you have.
Time will find answers for all questions.

@舍利子Sarira @舍利子 yunyun

Retail investors in South Korea spark a profit-taking wave: this week they have狂 sold U.S. leveraged ETFs, shifting funds to #美光 and #SK海力士

Data from the Korea Securities Depository’s SEIBRO platform shows that as of Monday of this week (the 3rd), South Korean U.S. stock investors recorded net daily selling of the Nasdaq 100 3x leveraged ETF (SOXL) totaling $664 million (about KRW 948.6 billion). This reflects that retail investors collectively chose to take profits after SOXL rebounded from its drop since early July’s peak.

Although South Korean retail investors continued the trend of net buying U.S. stocks for three consecutive months—net purchases of $633 million in June and a surge to $4.669 billion in July—at the start of August, they still net bought $278 million over the first two days. However, the allocation strategy has clearly shifted. In the first two days of this week, SOXL and the 3x bullish South Korea equity ETF (KORU) both suffered significant adjustments, indicating that funds are actively moving away from high-risk leveraged ETFs.

Market analysts note, however, that this does not mean money is leaving the semiconductor sector. Instead, the shift is from short-term trading to actual stocks. In the first two trading days this week, Micron (Micron) recorded the largest net buy of $141 million, followed by SanDisk with $145 million. SK Hynix ADR ranked third with $93.23 million (about KRW 133 billion).

Analysts believe leveraged ETFs are prone to eroding long-term returns due to high volatility. During the AI and high-bandwidth memory (HBM) upcycle, retail investors increasingly drop chasing leverage amid high-beta conditions, turning instead to underlying stocks with strong earnings realization.

SpaceX’s First Earnings Call: Full Adoption of AI by Embracing Nvidia, Yet the Stock Plunges 13% Against the Trend
In SpaceX’s first-ever earnings conference call in company history, CEO #馬斯克 (Elon Musk) dropped a bombshell, announcing that future AI services will rely entirely on the #輝達 (Nvidia) system. He also plans to build a forward-looking space-orbit data center with the “Starmind satellite.”

Musk said SpaceX will fully adopt Nvidia’s latest Vera Rubin architecture as the AI core system. Spurred by this, Nvidia’s shares rose 3.43% on Wednesday, closing at $219.22; however, SpaceX’s stock tumbled 13.61%, ending at $108.27. Market analysts believe this reflects investors’ concerns about the massive costs and technical challenges of space deployment.

In terms of computing power planning, Musk expects that by the end of this year, compute capacity will exceed 2 gigawatts (GW), and by the end of next year it will be close to 10 gigawatts. At the same time, the company expects to launch Starmind satellites next year, and will deploy Vera Rubin NVL72 rack-level systems both on the ground and in space—aiming to break through bottlenecks related to land use and energy consumption on Earth.

Despite the high attention on capital expenditure challenges, SpaceX’s earnings performance remains impressive. Benefiting from cloud service agreements, along with growth in Grok and X subscriptions, its AI revenue surged significantly—up 213% quarter-over-quarter and 247% year-over-year—reaching $2.6 billion. In addition, SpaceX has already signed multi-billion-dollar leasing agreements with Google and Anthropic, providing powerful computing support for the development of its AI services.
$NVDA.US

Welcome to today’s event. ZhuZhu will be there too＾＾

The market situation has been changing relatively quickly lately, and many people are starting to pay renewed attention to projects with long-term stories.
#宇宙之心 has chosen space exploration as the core narrative, with the goal of building a digital ecosystem for the future era.
Although it is still in the development stage, this innovative direction is definitely worth keeping an eye on.
#宇宙之心 $SPCX

Meta expands the rollout of programming agents, strongly taking on the AI software engineering market

To seize an early advantage in the increasingly fierce generative AI race, social media giant Meta has recently officially launched a brand-new set of programming agents (Coding Agents) and automation workflow tools, comprehensively strengthening the developer ecosystem and its software engineering automation strategy.

As major tech companies have been integrating AI agents into their core production lines, Meta, by introducing autonomous agent tools capable of independently executing complex tasks such as coding, testing, and deployment, further aims to boost internal engineering teams’ productivity. It also plans to significantly increase the proportion of AI-generated code by the end of the year. This move reflects Meta’s strategic intent to continue deepening open-source ecosystems while strengthening competitiveness at the application layer.

However, under scrutiny from the capital markets, analysts point out that, compared with competitors like Google—which can directly translate massive compute investments into scalable cloud revenue—investors remain cautious about when Meta’s large AI capital expenditures will deliver a clear monetization model. How Meta will balance financial discipline and shareholder returns while accelerating the rollout of forward-looking AI applications will be a key focus for investors over the coming quarters.

Google speeds up AI organizational restructuring: 75% of internal code generated by artificial intelligence

As AI technology officially steps into an era of fully autonomous execution from auxiliary tools, tech giant Google has recently comprehensively reorganized its AI R&D and related departments, signaling its determination to accelerate product deployment and optimize cloud computing efficiency. In its latest financial reports and technology briefings, Google management revealed that as automated development workflows have deepened, the company’s internal codebase now has as much as three-quarters (75%) of new code written automatically by AI or completed with assistance from AI agents.

This figure marks a structural shift in the software engineering field. From code autocompletion in the past, to engineers now taking on the role of “system architects and supervisors,” Google’s internally driven, highly autonomous AI teams have enabled major improvements—several-fold—in the efficiency of complex code migrations and system iterations.

Market analysis suggests that Google, through internal organizational optimization and precise allocation of massive compute resources, has successfully transformed infrastructure advantages into real development momentum. This not only significantly shortens R&D cycles for core products, but also further strengthens its leading position in the cloud services and enterprise AI solutions market—setting a new benchmark for the global tech industry to adopt an end-to-end AI production pipeline.