奋斗Hustle1688
982 Posts
奋斗Hustle1688
Square Verified+Web3.AI.RWA|币安活跃创作者|BTC与BNB持有者|每日16.00-18.30点直播--KOL宣发&项目推广|AMA项目合作--币安广场直播打包宣发
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正乾--四条2
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Do transactions always have to be initiated by people?
Recently, a certain viewpoint has been widely shared on X. It goes beyond the familiar ups and downs of crypto prices and short-term battles over candlestick charts, and takes a fresh look at crypto finance in the broader context of the AI wave. Researchers at traditional institutions and asset allocation professionals alike are discussing how our understanding of the crypto market has mostly focused on speculative trading between people. But the core use case for the next generation of crypto finance may be the exchange of value between machines.
Before we get into this, let’s start with a simple question: What is money, really?
Textbooks tell us that money is a medium of exchange. From ancient times to the present, every monetary system, bank account, and payment clearing network has been designed around people. People hold accounts, initiate transfers, verify identities, and manually approve transaction limits. This system has supported centuries of commercial activity and is highly mature, but it has an inherent weakness: it cannot efficiently serve automated, high-frequency, low-value machine transactions running 24/7.
Before we get into this, let’s start with a simple question: What is money, really?
Textbooks tell us that money is a medium of exchange. From ancient times to the present, every monetary system, bank account, and payment clearing network has been designed around people. People hold accounts, initiate transfers, verify identities, and manually approve transaction limits. This system has supported centuries of commercial activity and is highly mature, but it has an inherent weakness: it cannot efficiently serve automated, high-frequency, low-value machine transactions running 24/7.
@周周1688
is speaking[LIVE] 🎙️ Trade live and invest with PROM together!
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橙子Joyce
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Bullish🔥 The AI wave is surging! Samsung’s Q3 operating profit skyrockets 782%, surpasses 100 trillion won to set an all-time record
Samsung Electronics, the world’s largest memory chipmaker, today released its preliminary results for the third quarter of 2026. Driven by strong demand for AI-related chips, several key financial metrics hit new all-time highs:
📊 Key highlights:
• Operating profit: 107.4 trillion won (approximately $80.17 billion), up 782% year over year and beating analysts’ expectations of 106.1 trillion won. This marks the first time Samsung’s quarterly operating profit has exceeded 100 trillion won, and its fourth consecutive quarter of record-high profits.
• Revenue: 195 trillion won, up 127% year over year (compared with 86.06 trillion won in the same period last year).
• Main growth drivers: A sharp surge in prices for high-bandwidth memory (HBM) and conventional DRAM/NAND. Analysts estimate Samsung’s HBM shipments jumped nearly 50% quarter over quarter in Q3.
⚠️ Industry signals and supply-demand dynamics:
• The memory supply-demand gap is expected to persist through 2027–2028: Demand from AI infrastructure is surging, while memory chip capacity remains severely constrained.
• Micron’s results are also soaring: Micron’s latest quarterly net profit surged more than tenfold year over year to $37.7 billion. The company said customers have already booked more than 75% of its 2027 capacity, with negotiations extending into 2028.
• Pressure on downstream supply chains: Rising memory prices are benefiting semiconductor divisions, but they are also driving up component costs for downstream products such as smartphones and consumer electronics, squeezing profit margins in related divisions.
💡 As AI infrastructure construction intensifies, memory chips have become one of the most critical “hard currencies” in the computing value chain.
$MU
$MUU.ETF
Samsung Electronics, the world’s largest memory chipmaker, today released its preliminary results for the third quarter of 2026. Driven by strong demand for AI-related chips, several key financial metrics hit new all-time highs:
📊 Key highlights:
• Operating profit: 107.4 trillion won (approximately $80.17 billion), up 782% year over year and beating analysts’ expectations of 106.1 trillion won. This marks the first time Samsung’s quarterly operating profit has exceeded 100 trillion won, and its fourth consecutive quarter of record-high profits.
• Revenue: 195 trillion won, up 127% year over year (compared with 86.06 trillion won in the same period last year).
• Main growth drivers: A sharp surge in prices for high-bandwidth memory (HBM) and conventional DRAM/NAND. Analysts estimate Samsung’s HBM shipments jumped nearly 50% quarter over quarter in Q3.
⚠️ Industry signals and supply-demand dynamics:
• The memory supply-demand gap is expected to persist through 2027–2028: Demand from AI infrastructure is surging, while memory chip capacity remains severely constrained.
• Micron’s results are also soaring: Micron’s latest quarterly net profit surged more than tenfold year over year to $37.7 billion. The company said customers have already booked more than 75% of its 2027 capacity, with negotiations extending into 2028.
• Pressure on downstream supply chains: Rising memory prices are benefiting semiconductor divisions, but they are also driving up component costs for downstream products such as smartphones and consumer electronics, squeezing profit margins in related divisions.
💡 As AI infrastructure construction intensifies, memory chips have become one of the most critical “hard currencies” in the computing value chain.
$MU
$MUU.ETF
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🎙️ The market is pulling back—time to start dollar-cost averaging into BNB
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02 h 14 m 28 s
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🎙️ Build Binance Square, hold BNB | Thursday: Lots of long positions were liquidated over the past 24 hours. How are you holding up? Come chat.
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04 h 38 m 02 s
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🎙️ Cautious but victorious. If there's an opportunity, we take it 🔥🤍🔥
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05 h 59 m 58 s
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🎙️ 🚀🚀🚀🚀Orange Joyce’s daily livestream, 9:00–11:30 PM Beijing time: Binance US stock investment strategy analysis and trading ✨✨✨✨ Long-term investing and building BNB
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03 h 34 m 22 s
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8
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🎙️ Dollar-Cost Averaging into BNB and Chatting About Binance AI
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02 h 09 m 43 s
3.3k
BNB
Holding
+78.07
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🎙️ Yesterday’s queen AMA: What can Binance AI bring you? What better opportunities could BNB offer?
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02 h 22 m 11 s
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🎙️ On the last day of the National Day holiday, bullish or bearish? Ready to make some money?
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04 h 05 m 50 s
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🎙️ Building Binance Square, holding BNB | Wednesday: The market has been moving sideways for days. Is it gearing up for another takeoff? Come chat.
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04 h 45 m 02 s
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🎙️ 🚀🚀🚀🚀Orange Joyce’s daily livestream, 21:00–23:30 Beijing time: U.S. stock investment strategy analysis and trading on Binance ✨✨ BNB’s long-term development
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02 h 49 m 16 s
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🎙️ Dollar-Cost Averaging into BNB and Discussing Binance AI
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02 h 06 m 17 s
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BNB
Holding
+78.06
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🎙️ The arrival of Binance’s AI era: if you’re still asleep, that would be terrifying. BNB
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02 h 03 m 21 s
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🎙️ Let's talk about tonight's Binance Smart product launch at 8 PM
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02 h 10 m 18 s
2.4k
BNB
Holding
+78.21
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