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橙子Joyce
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橙子Joyce

价值投资者:以十年为单位投资美股及BTC.ETH.BNB.SOL.推特X:@Joyce88ai
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Article
Trillion-Parameter! NVIDIA Reportedly Developing a New Generation of AI, Aiming Straight at the World’s Top Open-Source ModelsNVIDIA is fully committed to developing an open-source model, Nemotron 4, with at least 100 trillion parameters, aiming to reduce reliance on leading customers such as OpenAI and on cloud giants. The company has not only substantially increased its cloud service compute commitments to $28 billion through a server leaseback program, but has also formed the “Nemotron Alliance,” an ecosystem co-building effort that includes Mistral, Cursor, and others. NVIDIA shares rose nearly 2% in premarket trading. NVIDIA is heavily betting on its own in-house open-source artificial intelligence model, trying to grow demand for its GPUs—even as this strategy places it in a delicate position of directly competing with its own customers and investment targets.

Trillion-Parameter! NVIDIA Reportedly Developing a New Generation of AI, Aiming Straight at the World’s Top Open-Source Models

NVIDIA is fully committed to developing an open-source model, Nemotron 4, with at least 100 trillion parameters, aiming to reduce reliance on leading customers such as OpenAI and on cloud giants. The company has not only substantially increased its cloud service compute commitments to $28 billion through a server leaseback program, but has also formed the “Nemotron Alliance,” an ecosystem co-building effort that includes Mistral, Cursor, and others. NVIDIA shares rose nearly 2% in premarket trading.
NVIDIA is heavily betting on its own in-house open-source artificial intelligence model, trying to grow demand for its GPUs—even as this strategy places it in a delicate position of directly competing with its own customers and investment targets.
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Article
Targeting the “funding gap” in the AI industry chain! Morgan Stanley (MS.US) launches a $1.5 trillion financing initiative to facilitate the plan, covering AI infrastructure and defense technologyThis comes after last October, when JPMorgan Chase (JPM.US) launched a plan of a comparable scale. Now, another top-tier Wall Street investment bank has mobilized capital on a large scale under the banner of a “national strategy.” The two institutions’ alignment in plan size reflects that large financial institutions are actively tying their business to the United States’ national economic and security strategies. Against a backdrop where the policy environment increasingly emphasizes domestic industry competitiveness, they are seeking to seize leadership in financing for strategic sectors. Morgan Stanley’s plan will be carried out around three core areas: comprehensive coverage from chips to defense. Pillar One: an innovation platform and strategic industries. Key areas include artificial intelligence, advanced computing and software, quantum technology, semiconductors, data infrastructure, network security, aerospace and defense technologies, pharmaceuticals, critical minerals, and industries that are strategically important for the reindustrialization of the United States. In a statement, Dan Simkowitz, Co-President of Morgan Stanley, said: “The United States is entering a period of major investment and innovation in the fields of technology, infrastructure, and strategic industries.”

Targeting the “funding gap” in the AI industry chain! Morgan Stanley (MS.US) launches a $1.5 trillion financing initiative to facilitate the plan, covering AI infrastructure and defense technology

This comes after last October, when JPMorgan Chase (JPM.US) launched a plan of a comparable scale. Now, another top-tier Wall Street investment bank has mobilized capital on a large scale under the banner of a “national strategy.” The two institutions’ alignment in plan size reflects that large financial institutions are actively tying their business to the United States’ national economic and security strategies. Against a backdrop where the policy environment increasingly emphasizes domestic industry competitiveness, they are seeking to seize leadership in financing for strategic sectors.
Morgan Stanley’s plan will be carried out around three core areas: comprehensive coverage from chips to defense.
Pillar One: an innovation platform and strategic industries. Key areas include artificial intelligence, advanced computing and software, quantum technology, semiconductors, data infrastructure, network security, aerospace and defense technologies, pharmaceuticals, critical minerals, and industries that are strategically important for the reindustrialization of the United States. In a statement, Dan Simkowitz, Co-President of Morgan Stanley, said: “The United States is entering a period of major investment and innovation in the fields of technology, infrastructure, and strategic industries.”
JPMUS+0.67%
橙子Joyce
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Targeting the “funding gap” in the AI industry chain! Morgan Stanley (MS.US) launches a $1.5 trillion financing initiative to facilitate the plan, covering AI infrastructure and defense technology
This comes after last October, when JPMorgan Chase (JPM.US) launched a plan of a comparable scale. Now, another top-tier Wall Street investment bank has mobilized capital on a large scale under the banner of a “national strategy.” The two institutions’ alignment in plan size reflects that large financial institutions are actively tying their business to the United States’ national economic and security strategies. Against a backdrop where the policy environment increasingly emphasizes domestic industry competitiveness, they are seeking to seize leadership in financing for strategic sectors.
Morgan Stanley’s plan will be carried out around three core areas: comprehensive coverage from chips to defense.
Pillar One: an innovation platform and strategic industries. Key areas include artificial intelligence, advanced computing and software, quantum technology, semiconductors, data infrastructure, network security, aerospace and defense technologies, pharmaceuticals, critical minerals, and industries that are strategically important for the reindustrialization of the United States. In a statement, Dan Simkowitz, Co-President of Morgan Stanley, said: “The United States is entering a period of major investment and innovation in the fields of technology, infrastructure, and strategic industries.”
橙子Joyce
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Trillion-Parameter! NVIDIA Reportedly Developing a New Generation of AI, Aiming Straight at the World’s Top Open-Source Models
NVIDIA is fully committed to developing an open-source model, Nemotron 4, with at least 100 trillion parameters, aiming to reduce reliance on leading customers such as OpenAI and on cloud giants. The company has not only substantially increased its cloud service compute commitments to $28 billion through a server leaseback program, but has also formed the “Nemotron Alliance,” an ecosystem co-building effort that includes Mistral, Cursor, and others. NVIDIA shares rose nearly 2% in premarket trading.
NVIDIA is heavily betting on its own in-house open-source artificial intelligence model, trying to grow demand for its GPUs—even as this strategy places it in a delicate position of directly competing with its own customers and investment targets.
橙子Joyce
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Targeting the “funding gap” in the AI industry chain! Morgan Stanley (MS.US) launches a $1.5 trillion financing initiative to facilitate the plan, covering AI infrastructure and defense technology
This comes after last October, when JPMorgan Chase (JPM.US) launched a plan of a comparable scale. Now, another top-tier Wall Street investment bank has mobilized capital on a large scale under the banner of a “national strategy.” The two institutions’ alignment in plan size reflects that large financial institutions are actively tying their business to the United States’ national economic and security strategies. Against a backdrop where the policy environment increasingly emphasizes domestic industry competitiveness, they are seeking to seize leadership in financing for strategic sectors.
Morgan Stanley’s plan will be carried out around three core areas: comprehensive coverage from chips to defense.
Pillar One: an innovation platform and strategic industries. Key areas include artificial intelligence, advanced computing and software, quantum technology, semiconductors, data infrastructure, network security, aerospace and defense technologies, pharmaceuticals, critical minerals, and industries that are strategically important for the reindustrialization of the United States. In a statement, Dan Simkowitz, Co-President of Morgan Stanley, said: “The United States is entering a period of major investment and innovation in the fields of technology, infrastructure, and strategic industries.”
橙子Joyce
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Trillion-Parameter! NVIDIA Reportedly Developing a New Generation of AI, Aiming Straight at the World’s Top Open-Source Models
NVIDIA is fully committed to developing an open-source model, Nemotron 4, with at least 100 trillion parameters, aiming to reduce reliance on leading customers such as OpenAI and on cloud giants. The company has not only substantially increased its cloud service compute commitments to $28 billion through a server leaseback program, but has also formed the “Nemotron Alliance,” an ecosystem co-building effort that includes Mistral, Cursor, and others. NVIDIA shares rose nearly 2% in premarket trading.
NVIDIA is heavily betting on its own in-house open-source artificial intelligence model, trying to grow demand for its GPUs—even as this strategy places it in a delicate position of directly competing with its own customers and investment targets.
橙子Joyce
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Targeting the “funding gap” in the AI industry chain! Morgan Stanley (MS.US) launches a $1.5 trillion financing initiative to facilitate the plan, covering AI infrastructure and defense technology
This comes after last October, when JPMorgan Chase (JPM.US) launched a plan of a comparable scale. Now, another top-tier Wall Street investment bank has mobilized capital on a large scale under the banner of a “national strategy.” The two institutions’ alignment in plan size reflects that large financial institutions are actively tying their business to the United States’ national economic and security strategies. Against a backdrop where the policy environment increasingly emphasizes domestic industry competitiveness, they are seeking to seize leadership in financing for strategic sectors.
Morgan Stanley’s plan will be carried out around three core areas: comprehensive coverage from chips to defense.
Pillar One: an innovation platform and strategic industries. Key areas include artificial intelligence, advanced computing and software, quantum technology, semiconductors, data infrastructure, network security, aerospace and defense technologies, pharmaceuticals, critical minerals, and industries that are strategically important for the reindustrialization of the United States. In a statement, Dan Simkowitz, Co-President of Morgan Stanley, said: “The United States is entering a period of major investment and innovation in the fields of technology, infrastructure, and strategic industries.”
橙子Joyce
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Trillion-Parameter! NVIDIA Reportedly Developing a New Generation of AI, Aiming Straight at the World’s Top Open-Source Models
NVIDIA is fully committed to developing an open-source model, Nemotron 4, with at least 100 trillion parameters, aiming to reduce reliance on leading customers such as OpenAI and on cloud giants. The company has not only substantially increased its cloud service compute commitments to $28 billion through a server leaseback program, but has also formed the “Nemotron Alliance,” an ecosystem co-building effort that includes Mistral, Cursor, and others. NVIDIA shares rose nearly 2% in premarket trading.
NVIDIA is heavily betting on its own in-house open-source artificial intelligence model, trying to grow demand for its GPUs—even as this strategy places it in a delicate position of directly competing with its own customers and investment targets.
橙子Joyce
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Targeting the “funding gap” in the AI industry chain! Morgan Stanley (MS.US) launches a $1.5 trillion financing initiative to facilitate the plan, covering AI infrastructure and defense technology
This comes after last October, when JPMorgan Chase (JPM.US) launched a plan of a comparable scale. Now, another top-tier Wall Street investment bank has mobilized capital on a large scale under the banner of a “national strategy.” The two institutions’ alignment in plan size reflects that large financial institutions are actively tying their business to the United States’ national economic and security strategies. Against a backdrop where the policy environment increasingly emphasizes domestic industry competitiveness, they are seeking to seize leadership in financing for strategic sectors.
Morgan Stanley’s plan will be carried out around three core areas: comprehensive coverage from chips to defense.
Pillar One: an innovation platform and strategic industries. Key areas include artificial intelligence, advanced computing and software, quantum technology, semiconductors, data infrastructure, network security, aerospace and defense technologies, pharmaceuticals, critical minerals, and industries that are strategically important for the reindustrialization of the United States. In a statement, Dan Simkowitz, Co-President of Morgan Stanley, said: “The United States is entering a period of major investment and innovation in the fields of technology, infrastructure, and strategic industries.”
橙子Joyce
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Trillion-Parameter! NVIDIA Reportedly Developing a New Generation of AI, Aiming Straight at the World’s Top Open-Source Models
NVIDIA is fully committed to developing an open-source model, Nemotron 4, with at least 100 trillion parameters, aiming to reduce reliance on leading customers such as OpenAI and on cloud giants. The company has not only substantially increased its cloud service compute commitments to $28 billion through a server leaseback program, but has also formed the “Nemotron Alliance,” an ecosystem co-building effort that includes Mistral, Cursor, and others. NVIDIA shares rose nearly 2% in premarket trading.
NVIDIA is heavily betting on its own in-house open-source artificial intelligence model, trying to grow demand for its GPUs—even as this strategy places it in a delicate position of directly competing with its own customers and investment targets.
橙子Joyce
·
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Targeting the “funding gap” in the AI industry chain! Morgan Stanley (MS.US) launches a $1.5 trillion financing initiative to facilitate the plan, covering AI infrastructure and defense technology
This comes after last October, when JPMorgan Chase (JPM.US) launched a plan of a comparable scale. Now, another top-tier Wall Street investment bank has mobilized capital on a large scale under the banner of a “national strategy.” The two institutions’ alignment in plan size reflects that large financial institutions are actively tying their business to the United States’ national economic and security strategies. Against a backdrop where the policy environment increasingly emphasizes domestic industry competitiveness, they are seeking to seize leadership in financing for strategic sectors.
Morgan Stanley’s plan will be carried out around three core areas: comprehensive coverage from chips to defense.
Pillar One: an innovation platform and strategic industries. Key areas include artificial intelligence, advanced computing and software, quantum technology, semiconductors, data infrastructure, network security, aerospace and defense technologies, pharmaceuticals, critical minerals, and industries that are strategically important for the reindustrialization of the United States. In a statement, Dan Simkowitz, Co-President of Morgan Stanley, said: “The United States is entering a period of major investment and innovation in the fields of technology, infrastructure, and strategic industries.”
橙子Joyce
·
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Trillion-Parameter! NVIDIA Reportedly Developing a New Generation of AI, Aiming Straight at the World’s Top Open-Source Models
NVIDIA is fully committed to developing an open-source model, Nemotron 4, with at least 100 trillion parameters, aiming to reduce reliance on leading customers such as OpenAI and on cloud giants. The company has not only substantially increased its cloud service compute commitments to $28 billion through a server leaseback program, but has also formed the “Nemotron Alliance,” an ecosystem co-building effort that includes Mistral, Cursor, and others. NVIDIA shares rose nearly 2% in premarket trading.
NVIDIA is heavily betting on its own in-house open-source artificial intelligence model, trying to grow demand for its GPUs—even as this strategy places it in a delicate position of directly competing with its own customers and investment targets.
橙子Joyce
·
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Targeting the “funding gap” in the AI industry chain! Morgan Stanley (MS.US) launches a $1.5 trillion financing initiative to facilitate the plan, covering AI infrastructure and defense technology
This comes after last October, when JPMorgan Chase (JPM.US) launched a plan of a comparable scale. Now, another top-tier Wall Street investment bank has mobilized capital on a large scale under the banner of a “national strategy.” The two institutions’ alignment in plan size reflects that large financial institutions are actively tying their business to the United States’ national economic and security strategies. Against a backdrop where the policy environment increasingly emphasizes domestic industry competitiveness, they are seeking to seize leadership in financing for strategic sectors.
Morgan Stanley’s plan will be carried out around three core areas: comprehensive coverage from chips to defense.
Pillar One: an innovation platform and strategic industries. Key areas include artificial intelligence, advanced computing and software, quantum technology, semiconductors, data infrastructure, network security, aerospace and defense technologies, pharmaceuticals, critical minerals, and industries that are strategically important for the reindustrialization of the United States. In a statement, Dan Simkowitz, Co-President of Morgan Stanley, said: “The United States is entering a period of major investment and innovation in the fields of technology, infrastructure, and strategic industries.”
橙子Joyce
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Bullish
SpaceX(Nasdaq: SPCX) plans to launch 29 Starlink satellites from Cape Canaveral on Monday using a Falcon 9 rocket booster that has previously flown 17 missions.

The launch is scheduled for 10:49 a.m. Eastern Time. If all goes well, the B1085 booster will land about eight minutes later on the company’s unmanned recovery ship in the Atlantic Ocean.

Per SpaceX’s standards, the 18th flight is routine operations. Another booster, B1067, just completed a record 36th flight last month.

This kind of routinization is the foundation of SpaceX’s commercial model. By reusing rockets instead of discarding them after a single use, the company can carry out launches more frequently while reducing the cost of each mission.

NASA proved reuse is feasible, but it did not achieve low cost or rapid turnaround.

Reusable spacecraft are not a new concept.

NASA’s Space Shuttles and their solid rocket boosters repeatedly flew missions over three decades, with the Space Shuttle Endeavour completing 39 missions on its own—more than any Falcon 9 booster has flown so far.

The problem was that shuttle maintenance was always expensive and took a long time.

NASA initially envisioned a turnaround time of two weeks, but it was never achieved in fewer than 55 days, and a later NASA analysis estimated the cost per launch at about $1.5 billion. Today, the cost of a single Falcon 9 launch is about $74 million.

Flight-proven hardware is now the norm.

In recent filings with the U.S. Securities and Exchange Commission (SEC), SpaceX said it has completed about 650 orbital launches, with more than 540 using flight-proven Falcon rockets. For years, building brand-new boosters for each mission has long ceased to be the company’s standard operating model.

The result is a launch cadence unmatched. The Starlink mission launched from California on Saturday was the 92nd flight of the Falcon 9 in 2026, and Monday’s mission will be the 93rd. By comparison, Europe has conducted only 334 space launches in total since 1970.

Kalshi traders predict SpaceX will complete 156 launches this year.

China is now trying to land SpaceX’s rockets, which it has already been reusing.
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Bullish
SpaceX(Nasdaq: SPCX) plans to launch 29 Starlink satellites from Cape Canaveral on Monday using a Falcon 9 rocket booster that has previously flown 17 missions. The launch is scheduled for 10:49 a.m. Eastern Time. If all goes well, the B1085 booster will land about eight minutes later on the company’s unmanned recovery ship in the Atlantic Ocean. Per SpaceX’s standards, the 18th flight is routine operations. Another booster, B1067, just completed a record 36th flight last month. This kind of routinization is the foundation of SpaceX’s commercial model. By reusing rockets instead of discarding them after a single use, the company can carry out launches more frequently while reducing the cost of each mission. NASA proved reuse is feasible, but it did not achieve low cost or rapid turnaround. Reusable spacecraft are not a new concept. NASA’s Space Shuttles and their solid rocket boosters repeatedly flew missions over three decades, with the Space Shuttle Endeavour completing 39 missions on its own—more than any Falcon 9 booster has flown so far. The problem was that shuttle maintenance was always expensive and took a long time. NASA initially envisioned a turnaround time of two weeks, but it was never achieved in fewer than 55 days, and a later NASA analysis estimated the cost per launch at about $1.5 billion. Today, the cost of a single Falcon 9 launch is about $74 million. Flight-proven hardware is now the norm. In recent filings with the U.S. Securities and Exchange Commission (SEC), SpaceX said it has completed about 650 orbital launches, with more than 540 using flight-proven Falcon rockets. For years, building brand-new boosters for each mission has long ceased to be the company’s standard operating model. The result is a launch cadence unmatched. The Starlink mission launched from California on Saturday was the 92nd flight of the Falcon 9 in 2026, and Monday’s mission will be the 93rd. By comparison, Europe has conducted only 334 space launches in total since 1970. Kalshi traders predict SpaceX will complete 156 launches this year. China is now trying to land SpaceX’s rockets, which it has already been reusing.
SpaceX(Nasdaq: SPCX) plans to launch 29 Starlink satellites from Cape Canaveral on Monday using a Falcon 9 rocket booster that has previously flown 17 missions.

The launch is scheduled for 10:49 a.m. Eastern Time. If all goes well, the B1085 booster will land about eight minutes later on the company’s unmanned recovery ship in the Atlantic Ocean.

Per SpaceX’s standards, the 18th flight is routine operations. Another booster, B1067, just completed a record 36th flight last month.

This kind of routinization is the foundation of SpaceX’s commercial model. By reusing rockets instead of discarding them after a single use, the company can carry out launches more frequently while reducing the cost of each mission.

NASA proved reuse is feasible, but it did not achieve low cost or rapid turnaround.

Reusable spacecraft are not a new concept.

NASA’s Space Shuttles and their solid rocket boosters repeatedly flew missions over three decades, with the Space Shuttle Endeavour completing 39 missions on its own—more than any Falcon 9 booster has flown so far.

The problem was that shuttle maintenance was always expensive and took a long time.

NASA initially envisioned a turnaround time of two weeks, but it was never achieved in fewer than 55 days, and a later NASA analysis estimated the cost per launch at about $1.5 billion. Today, the cost of a single Falcon 9 launch is about $74 million.

Flight-proven hardware is now the norm.

In recent filings with the U.S. Securities and Exchange Commission (SEC), SpaceX said it has completed about 650 orbital launches, with more than 540 using flight-proven Falcon rockets. For years, building brand-new boosters for each mission has long ceased to be the company’s standard operating model.

The result is a launch cadence unmatched. The Starlink mission launched from California on Saturday was the 92nd flight of the Falcon 9 in 2026, and Monday’s mission will be the 93rd. By comparison, Europe has conducted only 334 space launches in total since 1970.

Kalshi traders predict SpaceX will complete 156 launches this year.

China is now trying to land SpaceX’s rockets, which it has already been reusing.
Verified
Article
Deutsche Bank Q2 increased its stake in Micron Technology; Nvidia ranks first among top holdings—initiates $200 million in SpaceXDeutsche Bank’s total market value of holdings in Q2 was $344 billion, compared with $303 billion in the previous quarter, a quarter-over-quarter increase of 13.5%. According to disclosures by the U.S. Securities and Exchange Commission (SEC), $Deutsche Bank (DB.US)$ submitted its Q2 holdings report (13F) for the period ending June 30, 2026. According to statistics, Deutsche Bank’s total market value of holdings in Q2 was $344 billion, compared with $303 billion in the previous quarter, a quarter-over-quarter increase of 13.5%. In Q2, Deutsche Bank added positions in 285 stocks to its holdings portfolio and increased positions in 2,238 stocks. Meanwhile, it reduced positions in 1,016 stocks and fully exited 203 stocks. Of these, the top ten holdings accounted for 26.34% of the total market value.

Deutsche Bank Q2 increased its stake in Micron Technology; Nvidia ranks first among top holdings—initiates $200 million in SpaceX

Deutsche Bank’s total market value of holdings in Q2 was $344 billion, compared with $303 billion in the previous quarter, a quarter-over-quarter increase of 13.5%.
According to disclosures by the U.S. Securities and Exchange Commission (SEC), $Deutsche Bank (DB.US)$ submitted its Q2 holdings report (13F) for the period ending June 30, 2026.
According to statistics, Deutsche Bank’s total market value of holdings in Q2 was $344 billion, compared with $303 billion in the previous quarter, a quarter-over-quarter increase of 13.5%. In Q2, Deutsche Bank added positions in 285 stocks to its holdings portfolio and increased positions in 2,238 stocks. Meanwhile, it reduced positions in 1,016 stocks and fully exited 203 stocks. Of these, the top ten holdings accounted for 26.34% of the total market value.
AAPLUS-0.93%
MSFTUS-0.99%
NVDAUS+0.31%
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Bullish
August 9, Cathie Wood: Bitcoin and stablecoins are likely to be the two biggest beneficiaries of the smart-agent business transformation. “Wood Lady” Cathie Wood believes that the latest employment report may look concerning on the surface, but the reality is not as bad as it seems. What truly matters is the economic shift behind the employment data. Currently, the U.S. federal budget deficit as a share of GDP is 5.6%. She believes this level is similar to the early 1980s under Reaganomics; if productivity and technology adoption continue to accelerate in line with ARK’s expectations, the ratio could come close to 5% by year-end. The bigger risk in the future may not be inflation, but deflation—especially for companies that fail to adopt AI and productivity tools. In oil, an oversupply is taking shape. After the UAE exited OPEC in May, its production rose to a historical high. Cathie Wood believes oil prices could fall significantly and views this as a deflationary driver for most regions of the world. At the same time, capital expenditures have already broken out of the range seen over the past 30 years. She believes market concerns about an AI bubble are exaggerated, and that the market is still in the early stage of a technological revolution. In crypto assets, Cathie Wood says that Bitcoin’s performance relative to gold is stabilizing again, and she believes that both Bitcoin and stablecoins could be the two primary beneficiaries of the smart-agent business transformation.
August 9, Cathie Wood: Bitcoin and stablecoins are likely to be the two biggest beneficiaries of the smart-agent business transformation. “Wood Lady” Cathie Wood believes that the latest employment report may look concerning on the surface, but the reality is not as bad as it seems. What truly matters is the economic shift behind the employment data. Currently, the U.S. federal budget deficit as a share of GDP is 5.6%. She believes this level is similar to the early 1980s under Reaganomics; if productivity and technology adoption continue to accelerate in line with ARK’s expectations, the ratio could come close to 5% by year-end. The bigger risk in the future may not be inflation, but deflation—especially for companies that fail to adopt AI and productivity tools.

In oil, an oversupply is taking shape. After the UAE exited OPEC in May, its production rose to a historical high. Cathie Wood believes oil prices could fall significantly and views this as a deflationary driver for most regions of the world. At the same time, capital expenditures have already broken out of the range seen over the past 30 years. She believes market concerns about an AI bubble are exaggerated, and that the market is still in the early stage of a technological revolution.

In crypto assets, Cathie Wood says that Bitcoin’s performance relative to gold is stabilizing again, and she believes that both Bitcoin and stablecoins could be the two primary beneficiaries of the smart-agent business transformation.
Verified
On August 9, according to CME’s “Fed Watch” data, the probability that the Federal Reserve will keep interest rates unchanged in September is currently 55.6%, while the probability of a 25-basis-point rate hike is 44.4%. Institutional analysis points out that, after the U.S. CPI is expected to decline 0.4% month-over-month in June, markets generally expect it to rise 0.1% month-over-month in July. Excluding fuel and food, the core CPI is expected to be 0.2% month-over-month and 2.5% year-over-year, the smallest year-over-year increase since February. After the release of a weak July nonfarm payrolls report on Friday, slower inflation growth may help ease the Federal Reserve’s internal inflation concerns. Previously, at the July 29 meeting, three officials voted in favor of a rate hike. The CPI report may show that pressure from energy-related prices has eased. This pressure had surged sharply in the months following the end of February, when the U.S. went to war with Iran. In early July, retail gasoline prices fell to their lowest level in nearly four months, then rebounded by the end of the month to above $4 per gallon. The report may also show that airfares have declined as jet fuel costs move toward stabilization.
On August 9, according to CME’s “Fed Watch” data, the probability that the Federal Reserve will keep interest rates unchanged in September is currently 55.6%, while the probability of a 25-basis-point rate hike is 44.4%.

Institutional analysis points out that, after the U.S. CPI is expected to decline 0.4% month-over-month in June, markets generally expect it to rise 0.1% month-over-month in July. Excluding fuel and food, the core CPI is expected to be 0.2% month-over-month and 2.5% year-over-year, the smallest year-over-year increase since February. After the release of a weak July nonfarm payrolls report on Friday, slower inflation growth may help ease the Federal Reserve’s internal inflation concerns. Previously, at the July 29 meeting, three officials voted in favor of a rate hike.

The CPI report may show that pressure from energy-related prices has eased. This pressure had surged sharply in the months following the end of February, when the U.S. went to war with Iran. In early July, retail gasoline prices fell to their lowest level in nearly four months, then rebounded by the end of the month to above $4 per gallon. The report may also show that airfares have declined as jet fuel costs move toward stabilization.
橙子Joyce
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On August 8, according to Bloomberg citing people familiar with the matter, Leopold Aschenbrenner, the 25-year-old Wall Street rising AI “stock god” and a former OpenAI researcher, returned to the investment stage just days after his hedge fund was on the verge of collapse. He splashed out $400 million to back a privately held company supported by Sequoia Capital. The latest disclosure today is that the private company is Source Foundry, a chip-manufacturing startup. The fund previously invested $100 million in Source Foundry; after adding another $400 million, its total investment in Source Foundry reaches $500 million.

The investment, completed on Tuesday, is the first sign of how Leopold is putting the pieces back together after his Situational Awareness fund nearly fell apart last week when many Wall Street lenders issued intensive margin calls.

Source Foundry is a stealthy chip-manufacturing startup founded in 2025 in San Francisco by Stanford materials scientists Abdulmalik Obaid (CEO) and Joe Burg. Focusing on developing simpler, lower-cost, and faster semiconductor lithography, manufacturing processes, and tools, it aims to challenge ASML’s extreme ultraviolet (EUV) lithography machines—addressing the enormous gap between the exponential growth in AI computing demand and the linear expansion of traditional chip production capacity—thereby reshaping how advanced AI chips are produced.
On August 8, according to monitoring by TheDataNerd, a whale that used 40x leverage to short $102 million worth of Bitcoin recently faced partial liquidations. Over the past week, it has incurred losses of $1.46 million. At present, the additional margin will reduce the short position to about $60 million. The opening price was $64,212.5, and the liquidation price is $65,310.2.
On August 8, according to monitoring by TheDataNerd, a whale that used 40x leverage to short $102 million worth of Bitcoin recently faced partial liquidations. Over the past week, it has incurred losses of $1.46 million. At present, the additional margin will reduce the short position to about $60 million. The opening price was $64,212.5, and the liquidation price is $65,310.2.
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