Web3 X先生

[NVIDIA-supported company set for an IPO! Raising $7B, yet revenue is 0? 😱💥]

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After AI grabs all the compute, it starts grabbing power⚡

SB Energy has just filed for an IPO application, aiming to raise $7 billion, ticker SBE.

Behind it are NVIDIA, SoftBank, and OpenAI—one big name after another.

But you can open the financial reports, and people are stunned 😳

Not a single data center has been built; revenue is 0, and in the first half it even lost $3.2 billion.

Even the financial report itself admits: it is highly dependent on OpenAI; both tenants and investors are essentially it.

0 revenue, a $7 billion valuation—yet Wall Street is queuing up to get in?

Is AI burning through electricity too fast, or is the story just too easy to sell? 💰

📌 An AI power company backed by NVIDIA + SoftBank + OpenAI is pushing for an IPO—zero revenue, a $3.2B loss, but it still wants to raise $7B

Would you dare to apply for a new share in a company like this? Chat in the comments below👇

#英伟达 #OpenAI #IPO #Technology stocks

[Has the Fed raised rates? The odds jump to 66%, and Trump is getting anxious 😱🔥]

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These figures are interesting. 📊

The probability of a rate hike in September has already surged to 66.4%!

Just a week ago it was 57%, and in two days it jumped by nearly 10 percentage points.

Who did it? The new chairman, Waller. 😤

Right after taking office, he removed the forward guidance, and in his Jackson Hole remarks he said that now they will only focus on prices.

In an internal vote, three committee members already want to raise rates by 25 basis points.

Trump can’t sit still. 🫣

The White House says: U.S. interest rates should be the lowest in the entire world!

Then it adds: I respect Waller—if he wants to do it, then he should go ahead.

Words soften, but the body is honest. 😏

The market crashed first. The Dow fell by 374 points, gold dropped 2.4% over 24 hours to $4,339.

High interest rates are like a tightening spell—nobody can run away. 💸

📌 Summary: The Fed may restart rate hikes, and it won’t help no matter how anxious the president is.

If rate hikes really come, can your position withstand it? Let’s talk in the comments.

#美联储 #加息 #宏观经济 #Gold

【OpenAI ad business up 10x in six months! Can Google search still sit still? 😱📈】

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OpenAI’s advertising business suddenly exploded 😱

In just half a year, annualized revenue hit $1 billion—an exact 10-fold increase!

You read that right: 10x. In terms of speed, how many years has the ad industry not seen this?

Analysts even said directly: the one who should be most worried is Google Search 🔍

And it makes sense—people are asking about AI more and more. Who’s still scrolling through search results?

Advertisers’ money is quietly moving 💸

Google has been collecting money just by relying on search ads every year—but this time, it really met its challenger.

Is AI just starting to take over the ad business?

📌 OpenAI’s ad annualized revenue surged 10x in six months to exceed $1 billion—Google Search is the most hurt

Do you think Google will lose its ad business to AI? Let’s discuss in the comments below 👇

#OpenAI #谷歌 #AI #Technology stocks

【Eurozone inflation surges to 3.3%! What happened to the rate cuts—why did it turn into rate hikes?🔥】

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Europeans just started to breathe easier, but inflation is back again 😱

August CPI jumped straight to 3.3%, hitting the highest in nearly three years!

You have to know—just a few months ago, the eurozone was celebrating as inflation slipped below 2%, but now it’s been thrown back to square one.

The market was still betting on rate cuts, and now everyone is stunned 🤯

The ECB will hold a meeting next week, and expectations for rate hikes have been cranked up overnight 📈

Does this plot look exactly like what happened earlier in the year in the US?

Money is going to get more expensive again—mortgages and auto loans will all be hit right along with it 😮

Even the euro is shaking, and global capital will have to reprice again.

Once inflation sticks, it’s really not that easy to shake off.

📌 Eurozone August inflation hits 3.3%, a three-year high; expectations for ECB rate hikes heat up sharply

This time, are you betting on rate cuts or rate hikes? Chat in the comments👇

#欧元区 #ECB #宏观经济 #Inflation

【The CLARITY Act is getting stuck again! Before the September 15 vote, there are 3 more hurdles to clear🔥🏛️】

📲 Group chat: 跟进Clarity法案动向✴️

The CLARITY Act, long awaited by the U.S. crypto market,
now finds itself at another critical moment!👀

The Senate is planning a procedural vote on September 15,
but to truly move it forward, at least 3 contentious issues still need to be resolved.⚠️

First hurdle: Crypto conflicts of interest.
The Democrats are calling for tighter restrictions on government officials’ involvement in crypto businesses.🏛️

Second hurdle: DeFi.
Both sides are still debating whether developers should bear traditional financial regulatory responsibilities.⛓️

Third hurdle: Stablecoin yields.
Banks are worried that platforms could effectively pay stablecoin yield through reward mechanisms,
while the crypto industry wants to keep this model.💰

What’s even more interesting is that,
the prediction market shows a clear split on this matter!😳

Kalshi believes there’s a high probability of a vote around September 15,
but the market is clearly not nearly as optimistic about whether it will “ultimately become law this year.”📉

In short:

👉 A vote could come
👉 But passing it is far from a sure thing
👉 The next two weeks are the critical window🔥

📌 The biggest takeaway of the CLARITY Act right now isn’t whether there will be a vote,
but whether these three disputes can be worked out and whether they can rally 60 votes. If an unexpected result occurs on September 15, it could again affect the entire crypto market’s regulatory expectations.👀🏛️

📲 ➕ Get the playbook in the fan group!🔥

Every day, first thing, I’ll help you understand the CLARITY Act, U.S. regulation, ETF fund flows, institutional moves, and BTC price action—in the simplest way possible—so you can read the market and catch the next wave of opportunities!🚀📈
#Anthropic达成350亿美元云计算协议 #黄金较三个月高点下跌5.5% #XRP两周上涨40%未平仓合约下降 #恒生指数跌1% #美股收跌亚马逊遭FTC起诉

[Billionaire] Clears Out a Stock That Soared 500% in One Go! Then Turns Around and Bets Everything on AI—Too Ruthless? 💸😳

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Hedge fund legend David Tepper has just voted with his feet. 🤔

In Q2, he sold off all of SanDisk—every single share, nothing left.

The company makes storage chips. Data centers are snatching them up like crazy, and the stock price has surged 6x in a year! 🔥

Then he turns around and puts 77% of his position entirely into AI. Amazon, TSMC, NVIDIA—he leaves out none. 🤖

His fund, Appaloosa, has a $7.7 billion portfolio and only holds 27 stocks. After cutting them to near-zero, he also cut SanDisk. 📉

He doesn’t hold the stock that surged the most—instead, he goes all-in on AI. What exactly did the big shot see? 💸

Has the AI rally not finished yet, or did chip stocks run too hot? 🤨

📌 Sold the strongest chip stock after a big surge, and heavily bet on AI—his wallet is speaking.

If it were you: after a stock goes up 500%, do you run? Chat in the comments below 👇

#美股 #英伟达 #AI

【Strategy Spends $635 Million to Rescue STRC! Why Can’t This Stock Get Back to $100?🔥💰】

Strategy has made another move!👀

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To bring its perpetual preferred shares of STRC back to around $100, Strategy has already spent about $635 million on buybacks.

The latest purchase alone cost $152 million, with an average buyback price of about $97.48.📊

But here’s the question:

👉 With all this money spent, STRC is still only around $97!

Why?

On the one hand, there are competing products in the market offering higher yields.
For example, Strive’s SATA has an annualized dividend yield of about 13%, while STRC currently sits at around 12%.💰

On the other hand, STRC pays dividends semi-monthly, whereas SATA pays daily—making it more appealing to some investors.

So what Strategy is doing now isn’t just “buying back stock”—it’s competing with other Bitcoin treasury firms’ financial products for capital.🏦

Worth noting: Strategy has also recently repurchased 4,603 BTC, spending about $370 million. It currently holds 845,000 BTC.₿🔥

📌 Strategy’s frenzy buyback of STRC isn’t really about the stock price itself—the real contest behind it is “who can attract capital with better return conditions.” As more Bitcoin treasury companies emerge, this race in financial innovation may have only just begun.👀💰

📲 ➕ Get the Strategy in the fan group!🔥

Every day, first thing, I’ll help you understand the latest moves of BTC, Strategy, institutional capital, ETFs, and Bitcoin treasury companies—using the simplest way to read the market and seize the next opportunity!🚀📈
#Anthropic达成350亿美元云计算协议 #黄金较三个月高点下跌5.5% #XRP两周上涨40%未平仓合约下降 #a16z成长基金扩大至85亿美元 #美股收跌亚马逊遭FTC起诉

【Global government bonds are being dumped in panic! Yields surge—will inflation come back?📉🔥】

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Oil prices just broke through $90, and global bond markets were bloodied again😱

U.S. and European government bonds are being sold off relentlessly, and yields are rising nonstop📈

“The safest asset” isn’t safe anymore—money is collectively fleeing🏃

There are only two drivers: Middle East conflict won’t stop, and oil prices are stoking inflation🔥

The new Fed chief turned hawkish—markets immediately bet on more rate hikes💥

Gold fell first as a courtesy, straight down to a two-week low📉

Even JPMorgan traders have flipped to shorting U.S. stocks—the tide really has turned🧐

Last week was peaceful and calm; this week is all scares😵
Global money is running—there’s nowhere to hide😤

📌 Bonds are being dumped, gold plunges, and oil rockets—global assets are moving in a major relocation

At this point, do you chase or not? Do cash holders dare to board? Let’s chat in the comments👇

#美联储 #通胀 #全球市场 #原油 #恒生指数跌1%

【AI is getting onto lawyers’ fees! The big three banks join forces to force law firms to cut prices🤖】

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The Wall Street big three banks have collectively launched an attack on law firms!

Goldman Sachs, JPMorgan Chase, and Citibank all said at the same time: the bills should be lowered.

The reason is simple—AI completes the work faster, so why still charge the old prices?💸

In the past, lawyers would flip through case files and search for precedents, charging by the hour—slower work meant higher costs.

Now AI produces results in seconds. How should this bill even be calculated anymore?😱

The banks directly put it plainly: the old model of funding top-tier lawyers for decades can’t hold up in the AI era.

The executives at law firms probably won’t be sleeping well either.

If prices really come down, the whole industry’s quoting system will have to collapse along with it.

📌 When AI maximizes efficiency, the business of hourly billing is the first to suffer

How much do you think AI will cut into the value of the legal profession? Talk in the comments👇

#AI #华尔街 #律师 #科技 #美国拨款1.74亿美元建澳大利亚镓厂

【Shein listed, first day plummeted 9%! Valuation of $100 billion shrank to $26.5 billion? 👗💸】

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Shein finally went public—but as soon as trading opened, it crashed.

On its first day on the Hong Kong stock exchange, it fell 9% directly, leaving new IPO subscribers holding the bag on the spot.😅

What’s even more painful is the valuation.

Back in 2022, the private market valued it at $100 billion; now, after the IPO, it’s down to just $26.5 billion.

In three years, it’s shrunk by three-quarters—who can stomach that kind of gap?📉

Its offer price was HK$48.56, which is already a notch below the highest price.

It raised HK$17.4 billion—so it’s managed to get listed, barely.

But it lost US$99 million in the first quarter alone, and revenue growth is still slowing.😬

Didn’t make it to New York, didn’t make it to London either—ended up circling back and landing in Hong Kong.

Tariffs are squeezing profits, and TikTok is still grabbing market share.

The king of fast fashion doesn’t seem so appealing anymore.🔥

📌 A 75% drop from a trillion-dollar valuation—Shein broke below its issue price on day one. Was it just the bubble getting squeezed out, or was the story finally over?

Comment below—at this level, would you dare to take the plunge?👇

#Shein #港股 #IPO #破发 #英伟达拟向联发科投资35亿美元

【South Korea throws down a $597 billion budget! The whole nation pours money into AI—just to catch up with the United States? 💥🇰🇷】

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This time, South Korea is really in a hurry. 😤

The 2027 budget goes straight up to $597 billion—an all-time record, the biggest ever!

Where does the money come from? A chip tax! Samsung and SK hynix are making a killing, and the government taxes along the way, raking it in hand over fist. 💰

Just for chips and AI alone, it sets aside $15.6 billion—no blinking. 💸

The results are already here: exports surged nearly 70% in August, all thanks to AI chips bearing the flag. 📈

A small country, betting big on AI with the power of the whole nation. This ferocity would make the global arms race tremble. 👀

📌 South Korea’s record-breaking $597 billion budget, with $15.6 billion dedicated specifically to AI chips—the bet is on a nation’s fate.

Do you think South Korea can catch up to the U.S. with chips? Let’s discuss in the comments below👇

#AI #芯片 #科技 #South Korea

[Gold drops to a two-week low! Will US employment data spark the next wave? 📉🥇]

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This drop in gold has been a bit brutal.
Two-week low—just like that, it got broken. 📉
After bulls fought for so long, they still couldn’t hold the line.

Why?
The sound of rate hikes from the Fed has gotten louder again.
Once rate hikes come, non-yielding gold is the first to be discarded. 🥇

Those who rushed to buy gold as a safe haven earlier are now completely confused.
This week’s US employment data is the real make-or-break moment. ⚡
If the data is strong, rate-hike expectations spike and the gold price still needs to be smashed lower.
If the data is weak, gold gets a chance to catch its breath.
Analysts are saying: this move could trigger the next round of declines.
In the previous hiking cycle, gold fell for about half a year. Will it repeat this time? ⏳

📌 Gold price trapped near the two-week lows—one employment report decides life or death

At this point, do you dare to bottom-fish gold?
Or keep watching for downside? Let’s chat in the comments below 👇

#黄金 #美联储 #宏观经济 #美国就业数据 #美国拨款1.74亿美元建澳大利亚镓厂

[US Treasury Secretary tells Russia face to face: “If you don’t fight the war to the end, you won’t get a single cent?” 💥]

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At the G20 finance ministers’ meeting, the US and Russian finance ministers met.

Not small talk—straight confrontation in person. 😳

Bessent said just one thing: If the war in Ukraine isn’t fought to completion, no talks—sanctions won’t be lifted, and new agreements won’t be discussed.

The Russian finance minister wanted to talk about other cooperation?

He was shot down immediately: Before the war ends, nothing is possible. 💢

How rare is this scene?

Since the war began in 2022, it’s the first time the Russian finance minister has personally attended a G20.

European officials turned grim on the spot, refusing even to include him in the group photo. 😤

On one side, the US wants to reopen a dialogue channel.

On the other, Europe is determined to keep isolating.

Same venue—two different scripts. 🎭

📌 Sanctions are the bargaining chip, war is the switch: as long as the fighting doesn’t stop, the money won’t move.

Do you think this US–Russia meeting is genuine talks, or just a performance? Chat in the comments below 👇

#美俄 #G20 #制裁 #乌克兰 #英伟达拟向联发科投资35亿美元

[AI detects heart disease in 2 seconds! More “vicious” than the human eye? 😱]

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Every year, the world needs to do 1 billion ECGs.
Unfortunately, an ECG by itself can’t detect heart disease. 😮

Want a confirmed diagnosis? You need an echocardiogram.
Wait in line for months, and the condition could worsen in the meantime. ⏳

Now doctors have created a “superhuman” AI.
In 2 seconds—just 2 seconds—from a normal ECG, it can pick out heart failure and valvular disease. ⚡

Real-world test on 67,000 U.S. patients:
Heart failure recognition rate: 81%; valvular disease: 90%. 💪

What’s it strong at?
Details the human eye can’t see—AI focuses on them, trained on millions of data samples. 🧠

Just released at the Munich Global Heart Congress.
Next, it will be turned into a handheld device so doctors can carry it with them. 🚀

Don’t mythologize it.
AI only provides strong hints—final diagnosis still requires a doctor to make the call. 🤔

📌 Detect heart disease in 2 seconds! Tested on 67,000 people—up to 90% accuracy

How long do you think it will take for an AI doctor to get into hospitals near you?
Chat in the comments below 👇

#人工智能 #AI医疗 #医疗科技 #比特币8月上涨23%跑赢黄金股市

[A tanker was hit with three shots at the Strait of Hormuz! Brent oil breaks through $90, and Trump says: hit back hard!🛢️💥]

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A tanker is crossing the Strait of Hormuz.
Suddenly, three unidentified projectiles came raining down!
Thankfully, there were no casualties 😰

Who did it?
The timing was too coincidental—just as Iran had blown up two U.S. bases in Jordan!
The U.S. hit first: it took out the rocket launcher on al-Larazke Island 🤔

For the first time in more than a month, the U.S. and Iran have engaged in direct fighting.
Trump went straight to the point: “Hit back hard!”
"There will definitely be a response" 🔥

The market panicked first.
Brent surged straight past $90, with the latest quote at $91!
WTI also jumped up to 86.65 📈

This battle has been going on for 7 months.
Global energy supply has been thrown into chaos.
The U.S. is also stepping up sanctions on Iranian oil 💰

📌 The moment Hormuz goes off, oil prices explode—$90 is only the starting point?

When a tanker is attacked and U.S. bases are blasted, would you dare to chase long positions from this location?
Let’s talk in the comments below 👇

#原油 #美伊局势 #霍尔木兹海峡 #油价 #美国加密关联股指8月涨8.81%

【Did Grok suddenly gain direct access to Microsoft’s entire suite? Office workers start to panic 🤖💼】

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This Grok upgrade is a bit intense. It directly connects to Microsoft’s entire suite—Word, Excel, Teams, you can call them at will. 😲

Before, AI only knew how to chat. Now it really can get work done. You can handle documents, spreadsheets, meeting notes—all with a single command. ⚡

This is basically stuffing AI into the daily routine of office workers. Just thinking about it is thrilling. 🔥

Bosses’ eyes light up: productivity doubles, costs halve? Sounds like a dream worth laughing about when you wake up. 💰

But office workers are worried: can this thing finish a day’s worth of work in one day—what about job security? 😅

Security experts pour cold water first: once company data is put in, how do we protect privacy? If something goes wrong, who takes responsibility? 🛡️

On one side is the efficiency fantasy, on the other is data being exposed. For this multiple-choice question, what will bosses choose? 🤔

📌 Grok integrated with Microsoft’s suite—efficiency soars, privacy pays the bill.

With this upgrade, do you stand for efficiency or stand for privacy? Discuss in the comments. 💬

#AI #科技 #微软 #Grok #美国拨款1.74亿美元建澳大利亚镓厂

【Apple Sues OpenAI! Former Employee Stole Chip Blueprint Images and Destroyed Evidence ⚡】

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This time, Apple is really panicking.
In the lawsuit, they throw out “explosive evidence.”
A former employee switched jobs to OpenAI,
accused of stealing Apple’s chip circuit diagrams!
Those are the lifeblood of the entire iPhone empire 😱

What’s even worse?
He knew he was being investigated,
so he turned around and destroyed all the evidence.
Hard drive logs and chat records were all dug up—
Apple’s legal team says the evidentiary chain is already sealed 🔒

According to Apple, the guy even deleted critical logs.
The more he deleted, the more suspicious it looks—
the more suspicious it is, the more they have to investigate it to the end.
Silicon Valley recruiters probably broke out in a cold sweat 😅

On one side is the iPhone empire that prints the most money in Silicon Valley.
On the other is the AI newcomer valued at over a trillion.
The two tech giants go head-to-head in court—
this drama, the whole tech world is waiting for what comes next 💥

📌 Apple accuses a former employee of stealing chip secrets and transferring them to OpenAI, and claims he destroyed evidence. The two sides are officially going at it.

Do you think OpenAI will back down and settle, or fight it all the way to the end? Let’s talk in the comments 🤔

#苹果 #OpenAI #AI #科技圈 #比特币8月上涨23%跑赢黄金股市

[Trump Secures Venezuela 65 Billion Barrels of Oil! Why Is U.S. Gasoline Prices Still Rising?🔥🛢️]

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Trump just pulled another headline: the United States has taken control of Venezuela’s 65 billion barrels of oil!

That’s two-tenths of the proven reserves—sounds absolutely震撼😲

But don’t cheer just yet—experts are pouring cold water: oil prices won’t come down in the short term at all!❄️

The average U.S. gas price is now $4.08 per gallon, about 30% higher than the same time last year💸

With the Labor Day period coming, prices are on track to break records. The old record from 2012—$3.83—looks like it’s about to be stepped on.

Why? Ukraine bombed Russian refineries, and the Middle East is also at war—supply is completely chaotic😤

What about Venezuela? After years of neglect, the oilfields are in bad shape, with production down to only 1.2 million barrels per day.

At its peak, it was 3.5 million barrels per day! To restore output, they’d need to pour in $180 billion💀

Even crazier: not a single word of the deal’s terms has been made public.

A former energy envoy complained: “Right now, we’re basically relying on Twitter and rumors to guess.”🤷

📌 The pie in the form of 6.5 billion barrels looks huge, but for American drivers to actually see lower prices, they may have to wait for several more years.

In this high-stakes gamble, do you think Trump can deliver? Drop your thoughts in the comments!👇
#美国拨款1.74亿美元建澳大利亚镓厂 #美国加密关联股指8月涨8.81% #俄罗斯9月1日启动数字卢布大规模推广 #比特币守稳78000美元上方 #MichaelSaylor暗示增持BTC

【Trump: Can the US economy grow by 20%? Once in 80 years—does the Fed still want to raise rates? 🤯💸】

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Trump is back with a tough statement again.
At a White House press conference, he threw out numbers directly: GDP could reach 14, 15, 16— even 20%! 🤯

He said that a successful growth rate will not lead to inflation.
He added: The US should have the lowest interest rates in the world. 😏

But the data kind of slaps that down.
From 1947 to now, there has only been one quarter with an annualized growth rate exceeding 20%.
In Q3 2020, it was 34.9%.
That was still a rebound driven by the post-pandemic “revenge comeback”—the previous quarter was -28%. 😂

So what’s the real growth rate now?
In Q2 2026: 1.5%.
In Q1: 2.1%.
It’s nowhere near 20%—not even close.

What’s even more tangled is the Fed.
Interest rates are stuck at 3.5%–3.75%, while inflation is still hovering above the 2% target.
At the July meeting, three commissioners immediately called for a rate hike.
By September, the market was already preparing for another increase. 😬

Trump is getting anxious: In the past, when good data was released, rates would move downward.
Now, when good data is released, rates actually surge upward.
He’s afraid of inflation—so much that it’s in his bones.

📌 20% is a slogan; 1.5% is reality. Either the Fed or the president is lying.

What do you think? Can the US economy really take off—or is Trump once again selling a dream? Let’s talk in the comments below. 👇

#美国经济 #美联储 #特朗普 #宏观经济 #美国加密关联股指8月涨8.81%