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叮当 Doraemon

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5年炒币亏成狗，2026埋头苦干web3

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Article

Jensen Huang: AGI is here! NVIDIA behind OpenAI Astra—400,000 GPUs are about to go live

15 hours ago, NVIDIA CEO Jensen Huang congratulated OpenAI on its release of the latest powerful model, Astra, on X.
Boldly and loudly announced: “AGI has arrived.”
AGI refers to artificial general intelligence, a somewhat ambiguous term typically used to describe AI models that reach or exceed human-level intelligence.
OpenAI defines its AGI as “a highly autonomous system that outperforms humans in most economically valuable work.” The company positions Astra as a major research breakthrough and says it marks a shift in the range of tasks that can be handled by AI. The model will be made available to customers this week.

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Bullish

Bitcoin and U.S. stocks are significantly decoupling, similar to the prelude to the 2017 Bitcoin bull market

On September 6, crypto analyst Willy Woo posted that Bitcoin's trend is significantly decoupling from that of U.S. stocks. The last time such a degree of decoupling occurred was in 2015, which was the prelude to the 2017 Bitcoin bull market.

In 2014, the stock market was still in a bull market, while BTC experienced a bear market unrelated to stock market trends. From 2015 to 2016, the stock market fluctuated weakly for two consecutive years, but BTC entered a bull market; then in 2017, when the stock market also turned bullish, BTC rose further and sharply.

Willy Woo believes the current market structure is similar to that time: BTC liquidity continues to strengthen, while the stock market is beginning to show signs of fragility.

This time, the bull market is really here

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Article

The Dawn of the Fomo Dynasty The Collapse of Smart Money and the Ticket Scalper

After MEME exploded on RobinHood and Fomo, these past few days X has been flooded with tools for tracking Fomo addresses. Click any post at random and it’s all KOLs “summarizing Fomo-related tools” for everyone: for example, enter a Fomo username to resolve the address it’s linked to, then copy it with one click; or, conversely, take an on-chain address and look up which Fomo account it corresponds to. You can even batch-identify them on block explorers and various chart pages; there are leaderboards, profit stats, APIs, and Chrome extensions.
There’s even a “prehistoric method” — open the other person’s profile, press F12, and check the address field directly in the network request response. The comments are full of thanks, and the people reposting it call it “godlike.” From 2017 to now, stuff like this has appeared in every rally, but this time, everyone failed to realize that this thing is already useless.

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Article

True bridge-free trading has arrived The competition facing public chains has been redefined

When cross-chain is compressed into a single click, the standard traders use to choose a public chain changes accordingly. “The best market conditions” usually means the strongest wealth effect, the most concentrated liquidity, and the most intense social discussion. The Fomo and Pump.fun app put these three signals into the same information flow, allowing capital to quickly pour into the hottest chain and leave just as quickly once the heat shifts.
The early activity on Robinhood Chain has already revealed this capital structure. On-chain activity statistics from Blockworks Research show that Robinhood Wallet contributed only 2% of activity, while 86% came from cross-chain terminals and multi-chain wallets. The main force supporting the market is still crypto-native capital, which migrates to new venues through existing entry points such as Fomo. New funds brought in by the main Robinhood app have not yet become the core.

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Verified

Article

Behind the thousandfold star-coin stock MEME: AMC CEO attacks Robinhood’s illegal tokenized U.S. stocks and has involved securities lawyers

September 4, today’s widely soaring meme coin project MEME, a star-coin token that reportedly surged by a thousand times, is paired with a tokenized U.S. stock: AMC Entertainment (U.S. cinema company, stock code AMC), using the latter as the pool pairing. Earlier this morning, AMC’s CEO posted a criticism of Robinhood, saying Robinhood is promoting tokenized stocks, including AMC, that purportedly cover more than 190 companies, but these products have not been registered in accordance with U.S. securities laws. This is an unauthorized linkage to the AMC name and its underlying real shares. AMC has nothing to do with it and does not recognize it. The CEO also strongly condemned Robinhood’s actions as “disgusting, absurd, nauseating, despicable, unforgivable, and beneath contempt,” and said external securities attorneys have already been engaged to investigate.

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Verified

Article

Jensen Huang Says AI Is “National Infrastructure” at the G20—Has NVIDIA’s Guidance Been Raised Again?

$NVIDIA (NVDA.US)$ surged more than 8% in a single day after its earnings release, but it has not been able to sustain the strong rally in recent trading; signs of range-bound consolidation have appeared near recent highs.
Recently, JPMorgan cited statements by NVIDIA management at a recent institutional investors meeting: the framework projecting a 70% year-over-year growth in fiscal 2028 is a conservative estimate under the current capacity-constrained scenario, not the true upper limit of demand. If advanced wafer and HBM supply are sufficient, actual growth could have the potential to break 100%. The core significance of this statement is that it converts the long-term pricing uncertainty on the demand side into a solvable supply-side constraint. At the same time, CEO Jensen Huang announced at the G20 summit that “NVIDIA will invest nearly $1 trillion in U.S. infrastructure this year,” and in a conversation with the U.S. Secretary of Commerce, characterized AI determinism as “national infrastructure on par with hydropower.” The rigidity and sustainability of AI computing power demand have been repriced. On September 2, NVIDIA responded with a 3.21% rise.

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Article

Bitcoin May See a “Golden Cross” as a Decline in the USDT Share Releases a Risk-On Signal

On September 3, Bitcoin is currently nearing the formation of a “golden cross” technical pattern in which the 50-day moving average crosses above the 200-day moving average. This indicator is typically viewed by the market as a signal of a long-term uptrend.
Although historical performance doesn’t always accurately predict market movements, this golden cross may also receive further support from a decline in the USDT share, which could signal a shift toward higher risk appetite.
In Bitcoin’s history, there have been 12 golden crosses in total, and some stages have brought significant upward market rallies.
Statistics show that among 9 measurable golden crosses, the 3-month average gain is about 24.9%. While there are fewer cases where the trend was sustained for a full year without being broken by a death cross, the average gain over a one-year period for the previous 3 cases reached 250%.

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Real business success isn’t about how much money you make, but how much warmth you bring to others🩷

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Article

The $200 Billion Financing Monster Behind Anthropic: Wall Street Buys the Chips, With Google and Broadcom Providing Backstops

AI Flash News: Behind Anthropic’s Google computing power order, a financing and contracting system worth about $200 billion has already been put in place. (The Financial Times) says that roughly 80% of it is related to TPU chips. Anthropic does not need to fork out all the money upfront; the chip costs are mainly funded by Wall Street, while Google and Broadcom respectively back the data centers and the chips.
The first batch—about $35 billion, 1GW of TPU—was initially sold by Google to Broadcom, then transferred to an SPV (a financing company set up specifically for the deal). Institutions such as Apollo and Blackstone provide debt financing to the SPV, which buys about 1 million TPU chips, and then leases them to Anthropic.

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Article

A clear surge in some BSC ecosystem meme coins; “4” up more than 52% in a single day

On August 29, according to GMGN market data, today’s BSC ecosystem’s meme coins saw a clear surge, including:
“4” up more than 52% in a single day; market cap now at $17.78 million;
「I’m here, damn it」 up 21.35% in a single day; market cap now at $13.64 million;
“Lobster” up 18.11% in a single day; market cap now at $71.27 million, setting a new all-time high again.
“4” up 52% in a single day, leading the pack—but what’s truly worth noting is that “Lobster”’s market cap has already reached $71.27 million. During the rally back in April, its market cap was only $12.89 million; two months ago it dropped back to $24 million, and now it has tripled. This isn’t a broad-based rally—it’s the second re-assembly after a round of structural reshuffling in the BSC Chinese Meme sector.

Your big cousin is already this busy, yet he still makes time to calm down a situation that has nothing to do with you—respect!

Even though what was said—@CZ —offends people, it really hits the mark for me. Every person you’ve met is fate; why does it have to end with ruining each one and leaving them with nothing, just to be “done”?

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Article

The world’s third-largest Bitcoin company megawhale Asia's "MicroStrategy" Metaplanet transferred another 1,350 BTC to Coinbase Prime one hour ago, about $108 million

On August 28, according to Lookonchain monitoring, the Bitcoin treasury company Metaplanet transferred another 1,350 BTC to Coinbase Prime about one hour ago, worth about $108 million.
Previously, the company bought 43,000 BTC at an average price of $96,191, worth approximately $3.48 billion.
Metaplanet announced on August 18 that it would inject 2,100 BTC into the Nasdaq-listed company Super League to build a U.S. stock treasury platform. Just ten days later, it again transferred 1,350 BTC to Coinbase Prime. This was the second large transfer within the past week (it transferred 1,000 BTC on August 25), and the pace is clearly accelerating in crypto.

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Article

Summary of CZ’s remarks at Bitcoin Asia 2026: Bitcoin’s next bull market could catch up to gold’s market cap—don’t view the industry as a zero-sum game

August 27, at Bitcoin Asia 2026 in Hong Kong, CZ said: It doesn’t take 25 years for Bitcoin to reach $1 million—it will happen faster. What’s most lacking today is practical implementation and real-world deployment, especially large-scale payments, as well as becoming a reserve asset for retirement pension funds. He believes Bitcoin will eventually be more important than gold. The current market-cap gap is only about tenfold, and the next bull market could potentially close that gap. He said the shift by major countries takes time because gold holdings and valuation mechanisms are already well established, but the direction is clear. Another very small possibility is that some better digital currency could surpass gold ahead of Bitcoin surpassing gold, but he thinks the probability is low.

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Better Strategy Than Skill? Let Sincerity Prevail

If a person is smooth in every direction, eloquent, and especially good at “playing the game,” it doesn’t necessarily mean they have high emotional intelligence.

Real high emotional intelligence is: once this person steps forward in front of others, they are trusted endlessly. They are also good at sharing good things with others. When others are in trouble, they are willing to help. With this kind of emotional intelligence, among the crowd they will never be rejected.

Being worldly, good at “being in the right place,” and mastering various methods and techniques of social interaction are only at the level of “technique” (shu). The level of “the Way” (dao) is character—how one treats others by putting oneself in their shoes, guided by virtue.

Face all complexity with pure intention, and use your truest heart and actions to weed out those who can’t resonate with you.

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Breaking news: SpaceX has just announced that it will invest $100 billion in Louisiana to build a major Starship launch site. This will be the largest capital investment project in the state's history.

Located in Vermilion Parish, this new high-frequency launch facility will:

• Create more than 3,000 direct jobs, and indirectly create thousands more
• Support large-scale Starship launches
• Include propellant production and power-generation facilities
• Feature vehicle processing facilities, an airport, and deep-water shipping capabilities

SpaceX says the goal is for Starship to ultimately launch thousands of times per year, making rocket launches as commonplace as air travel.

This is another major step toward scaling up Starship and making humanity a multi-planet species.

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Niúlái and Pénglái fight, a bit looking forward to it

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Article

SpaceX’s shareholder roster revealed! Besides Musk, who is making a major bet on a trillion-dollar space empire?

Why is institutional capital heavily concentrating its bets on SpaceX?
1. From reducing launch costs to running a viable business model
The answer first comes from changes in the underlying costs of commercial space.
A Goldman report shows that in 1981, using the U.S. Space Shuttle to send one kilogram of payload into low Earth orbit cost about $65,400; today, SpaceX’s Falcon Heavy has reduced that cost to about $1,500—a drop of roughly 97.7%.
Source: Goldman
A reusable rocket turns high-priced payload delivery tools that were previously used only once into reusable infrastructure. After launch costs drop, small satellites and low-Earth-orbit satellite constellations become feasible for large-scale deployment. Commercial space, once a high-barrier project only a few governments could participate in, transforms into an industry that can continuously generate revenue. And Starlink further proves that low-cost launches can be converted into a real business model.

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The Cry of SpaceX X…

Global family offices move in big to build positions in SpaceX: totaling $3.8 billion; the Hyatt hotel heiress holds a concentrated $1.8 billion stake
On August 17, ultra-high-net-worth family offices from the Americas, Europe, and the Middle East had cumulatively built up about $3.8 billion in SpaceX holdings. The largest single position comes from the family office under Hyatt hotel heiress Nick Pritzker. As of the end of June, it held a SpaceX position worth about $1.8 billion, with the buildup occurring just a few weeks after SpaceX went public.

Two major trends are emerging: First, family offices are reallocating funds from traditional allocations, actively positioning for long-cycle themes such as rockets, satellites, and AI infrastructure. Second, SpaceX’s capital structure in the secondary market is shifting from the previous PE/VC holders to a broader base of ultra-high-net-worth individuals and institutional investors. Against the backdrop of volatility in SpaceX’s share price after listing, the pressure from unlocks and selling, and a short-squeeze environment, large-scale accumulation by family offices has provided the market with new buy-side support.

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Birds of a feather flock together; people are drawn to their kind.

What’s right for you is what matters.

Interacting with others requires fate.

Only when you share common interests can you communicate deeply and build lasting relationships 🌹

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📍Ma Boss is up to something again!
Directly targeting ASMI, building their own lithography machine.

SpaceX + Tesla invested $16.8 billion to build a Terafab chip plant in Texas
Someone leaked: go straight for a free-electron laser FEL, aiming to push EUV from 13.5nm down to 6nm

Musk himself replied with three words: FEL FTW
Will ASML’s monopoly be stabbed in the back? Or is this yet another promise on paper?
Let the comments bet!

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Jensen Huang: AGI is here! NVIDIA behind OpenAI Astra—400,000 GPUs are about to go live

The Dawn of the Fomo Dynasty The Collapse of Smart Money and the Ticket Scalper

True bridge-free trading has arrived The competition facing public chains has been redefined

Behind the thousandfold star-coin stock MEME: AMC CEO attacks Robinhood’s illegal tokenized U.S. stocks and has involved securities lawyers

Jensen Huang Says AI Is “National Infrastructure” at the G20—Has NVIDIA’s Guidance Been Raised Again?

Bitcoin May See a “Golden Cross” as a Decline in the USDT Share Releases a Risk-On Signal

The $200 Billion Financing Monster Behind Anthropic: Wall Street Buys the Chips, With Google and Broadcom Providing Backstops

A clear surge in some BSC ecosystem meme coins; “4” up more than 52% in a single day

The world’s third-largest Bitcoin company megawhale Asia's "MicroStrategy" Metaplanet transferred another 1,350 BTC to Coinbase Prime one hour ago, about $108 million

Summary of CZ’s remarks at Bitcoin Asia 2026: Bitcoin’s next bull market could catch up to gold’s market cap—don’t view the industry as a zero-sum game

SpaceX’s shareholder roster revealed! Besides Musk, who is making a major bet on a trillion-dollar space empire?

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