AB Kuai Dong
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AB Kuai Dong
Square Verified+2016 年入行从业，专栏作家，兴趣内容分享和研究，现居东京。
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I am very glad to meet CZ in Tokyo. This is his return to Japan after 7 years, and during this time, the entire industry has undergone tremendous changes.
At this event, I asked CZ a question: How do you view the on-chain of everything and the tokenization of stocks?
He replied: There have not yet been large-scale coin-stock products on the market. The possible reason is that each country and region has different policies, making it difficult for coin-stock investors to receive dividends and easily redeem stocks. There are also price differences during trading. However, projects on the chain are usually global in nature, which was a significant pain point back then.
Restrict areas or try to solve it?
But he reiterated that the trend of RWA cannot be stopped. $BNB
At this event, I asked CZ a question: How do you view the on-chain of everything and the tokenization of stocks?
He replied: There have not yet been large-scale coin-stock products on the market. The possible reason is that each country and region has different policies, making it difficult for coin-stock investors to receive dividends and easily redeem stocks. There are also price differences during trading. However, projects on the chain are usually global in nature, which was a significant pain point back then.
Restrict areas or try to solve it?
But he reiterated that the trend of RWA cannot be stopped. $BNB
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Right after Anthropic’s CEO said he’s worried about new hires joining the company out of money rather than believing in the company’s mission.
Anthropic has recently posted an internal notice seeking a compliance investigator whose job is to monitor whether employees have violated any rules, to prevent Claude’s sensitive data and assets from being lost.
Anthropic has recently posted an internal notice seeking a compliance investigator whose job is to monitor whether employees have violated any rules, to prevent Claude’s sensitive data and assets from being lost.
Crack down on surrogate pregnancies and “birth tourism” to the United States: Trump has just signed two executive orders instructing the U.S. government that it must not issue or recognize citizenship for children born in the United States specifically for mothers, or for children conceived through surrogacy in the U.S.
At the same time, “birth tourism” will be raised to a homeland security level. Businesses and institutions that facilitate surrogate pregnancy and U.S.-based childbirth will be subject to action.
At the same time, “birth tourism” will be raised to a homeland security level. Businesses and institutions that facilitate surrogate pregnancy and U.S.-based childbirth will be subject to action.
In the past week of the Huawei bamboo cicada meme, not only netizens have been arguing with each other—now Guangdong news and Jiangsu news are also firing shots at each other across the distance.
Jiangsu said: ‘Be magnanimous and forgive Huawei—are you suited for that?’
Guangdong replied: ‘Only allow exaggerated promotion, but don’t allow the public to joke about it?’
Jiangsu said: ‘Be magnanimous and forgive Huawei—are you suited for that?’
Guangdong replied: ‘Only allow exaggerated promotion, but don’t allow the public to joke about it?’
U.S. Treasury Secretary gave a six-minute interview for the first time explaining why the United States suddenly intervened in the yen after 15 years. He mentioned the Asian financial crisis in the mid-1990s, noting that one of the triggers was a sharp depreciation of the yen.
At the same time, an excessive depreciation of the yen would harm the global economy. Therefore, in addition to this round of currency intervention, he will also monitor the policies that could strengthen the yen going forward.
At the same time, an excessive depreciation of the yen would harm the global economy. Therefore, in addition to this round of currency intervention, he will also monitor the policies that could strengthen the yen going forward.
The current state of open-source AI: regular users can use it for free, but commercial companies have to pay.
Alibaba plans to take a revenue share from Qwen3.8 Max. If commercial companies use it to build paid AI services and make a lot of money, they need to give Alibaba a portion of the revenue.
Similar deals also exist for Kimi K3. For example, if annual revenue exceeds 20 million USD, you have to negotiate a maximum revenue share of 30% with Moonshot AI.
Alibaba plans to take a revenue share from Qwen3.8 Max. If commercial companies use it to build paid AI services and make a lot of money, they need to give Alibaba a portion of the revenue.
Similar deals also exist for Kimi K3. For example, if annual revenue exceeds 20 million USD, you have to negotiate a maximum revenue share of 30% with Moonshot AI.
No need to argue anymore about which office chair to choose.
Domestic super-overtime powerhouse ByteDance has come up with a new option for you.
But when switching from Humanscale to the Quiet S1, it just feels like cost-cutting and efficiency gains?
Domestic super-overtime powerhouse ByteDance has come up with a new option for you.
But when switching from Humanscale to the Quiet S1, it just feels like cost-cutting and efficiency gains?
Verified
Due to limits on leverage, Koreans have gone to bet on U.S. stocks.
Since the end of last month, after South Korea restricted leverage, many retail investors have not exited the market; instead, they moved their money to U.S. stocks to trade leveraged ETFs in the U.S. In just the past 10 days, the top purchase by Koreans was a 3x long semiconductor ETF, with a trading value that exceeded Micron by 9 times.
Meanwhile, during the same period, Korean folks also bought large amounts of 3x long Korea stock ETFs and 2x long Tesla.
Since the end of last month, after South Korea restricted leverage, many retail investors have not exited the market; instead, they moved their money to U.S. stocks to trade leveraged ETFs in the U.S. In just the past 10 days, the top purchase by Koreans was a 3x long semiconductor ETF, with a trading value that exceeded Micron by 9 times.
Meanwhile, during the same period, Korean folks also bought large amounts of 3x long Korea stock ETFs and 2x long Tesla.
Verified
Accelerate debt financing! To further burn money building AI data centers, Google’s parent company Alphabet is reportedly preparing to borrow up to $25 billion more from the market, and issue up to 10 types of bonds at a time, with maturities ranging from 2 years to 40 years.
Just in the first half of this year, the company has already issued more than $50 billion in bonds, and has also raised $85 billion in stock financing. Currently, major technology companies are all competing to raise funds.$GOOGL $GOOGLB
Just in the first half of this year, the company has already issued more than $50 billion in bonds, and has also raised $85 billion in stock financing. Currently, major technology companies are all competing to raise funds.$GOOGL $GOOGLB
Ah, this. People’s Daily published an article calling on the media, textbooks, and universities to use Chinese terms such as “word units” and “intelligent agents” more often, and to use fewer English symbols like “Token,” “Agent,” and “LLM.” The reason is that they exist only as plain symbols in the field of AI and do not have the unified Chinese features of form, sound, and meaning.
Is Tesla so good at retaining value? The China Automobile Circulation Association released this year’s main electric-vehicle resale value rates. For pure electric vehicles with a three-year mileage age limit, the best-performing models are all Teslas: the Model 3, Model X, and Model Y. The fourth place is the Porsche Taycan.
Sure enough, this is the black-market Xianyu—one guy found a listing where the item is called “You can private chat to see the blessing,” and the listing includes a girl’s selfie.
After he ordered for 10 yuan, he actually received an image with a blessing. The guy was so overwhelmed that he immediately went to the Xianyu platform to appeal.
After he ordered for 10 yuan, he actually received an image with a blessing. The guy was so overwhelmed that he immediately went to the Xianyu platform to appeal.
The official side can’t hold it anymore. DeepSeek pushed alerts to all API users this morning, stating that they will soon raise the overall interface pricing, with a significant increase expected.
And just over the past few days, DeepSeek’s API has repeatedly seen performance degradation and outages, likely due to customers using it at high volume.
And just over the past few days, DeepSeek’s API has repeatedly seen performance degradation and outages, likely due to customers using it at high volume.
Can you play it like this? Microsoft is rumored to get about 70% of its AI revenue from OpenAI. To run ChatGPT, they need to keep buying cloud computing capacity from Microsoft, then share part of their revenue with Microsoft—while Microsoft counts these amounts as its own AI revenue.
However, the market is also skeptical: in this revenue, how much is real money from OpenAI, and how much is merely accounting revenue created by the service terms in earlier investment agreements and the revenue-sharing arrangement.
However, the market is also skeptical: in this revenue, how much is real money from OpenAI, and how much is merely accounting revenue created by the service terms in earlier investment agreements and the revenue-sharing arrangement.
To prevent a repeat of TikTok being blocked, information sources have leaked that ByteDance founder Zhang Yiming, in a rare address at an employee meeting last month, said that even if it’s behind, it must not treat AI distillation as a shortcut to improving model capabilities.
Employees believe that ByteDance’s reluctance to do distillation—fearing it might lose the TikTok U.S. market—is also a major reason that Doubao lags behind other AI companies.
Employees believe that ByteDance’s reluctance to do distillation—fearing it might lose the TikTok U.S. market—is also a major reason that Doubao lags behind other AI companies.
Graphics cards across the board get price hikes! Multiple hardware distributors today issued price-hike notices, including ASUS and GIGABYTE, formally implementing the new round of August price adjustment policies. This covers all models of NVIDIA RTX 50 and AMD Radeon series graphics cards.
Among them, the RTX 5090D V2 series has a price increase ranging from 3,000 to 4,500 yuan.
Among them, the RTX 5090D V2 series has a price increase ranging from 3,000 to 4,500 yuan.
Precious metals sector, with a broad-based surge.
More AI demand has driven more compute demand. More compute demand has driven more equipment production and data center construction. More production and construction demand has driven procurement of copper, silver, and gold.
$PAXG $XAG
More AI demand has driven more compute demand. More compute demand has driven more equipment production and data center construction. More production and construction demand has driven procurement of copper, silver, and gold.
$PAXG $XAG
Did Zeng Yongping also get PR? Yesterday, Big Brother cited a netizen comment, believing that Huawei’s best car under 10 million RMB—this kind of promotion may violate the Advertising Law.
As a result, when opening this post again today, it shows that the author has deleted it.
As a result, when opening this post again today, it shows that the author has deleted it.
To mitigate policy risks from the United States, South Korea’s Samsung and SK Hynix have begun testing China-made chip equipment.
Reuters reported that Samsung and SK Hynix are concerned that the U.S. has been restricting advanced semiconductor equipment from entering China. In the future, their existing factories in China and even equipment maintenance could be held up. As a result, they are testing etching equipment, including that supplied by NASDAQ: N? (AMEC?). This equipment is mainly used to etch ultra-fine circuits on chips.
Reuters reported that Samsung and SK Hynix are concerned that the U.S. has been restricting advanced semiconductor equipment from entering China. In the future, their existing factories in China and even equipment maintenance could be held up. As a result, they are testing etching equipment, including that supplied by NASDAQ: N? (AMEC?). This equipment is mainly used to etch ultra-fine circuits on chips.
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