密智君 Crypto Plus AI
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密智君 Crypto Plus AI
分享AI Crypto创新洞见，AI实用工具 & 技巧分享，心得，热门话题探讨#CryptoAGI
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Whoa, I just saw this chart in the square, and I'm completely stunned. This isn't trading; it's practically a real-life 'suicidal attack'.
Brothers, did you see clearly? This dude went short on $LAB at 0.68, and now the price has skyrocketed to 4.7. He's sitting on a paper loss of $487,000, with a return rate of negative 85.95%. What's heartbreaking is his message: he's mortgaged his house and car, and has been margin-calling ever since; he really can't borrow any more money now. The liquidation price is at 5.29, just a step away from the current price.
Honestly, looking at this chart really reminds me of my past self. That desperate feeling of watching the price jump toward the liquidation line while being completely powerless is enough to drive anyone insane. This isn't shorting; it's like playing a 'life swap' game with the market makers. You thought 0.68 was a high point, but the market makers are telling you there's always a higher high.
What I admire (and feel sorry for) is his obsession. Going all-in short with 1x leverage, enduring nearly a 7x increase. That takes some serious 'courage' and a thick wallet, huh? But the trading market doesn’t care about tears, and definitely doesn’t believe in 'holding on for dear life'. You try to reason with the market makers, but they just want to drain your last drop of blood. $BTC #LAB
Brothers, did you see clearly? This dude went short on $LAB at 0.68, and now the price has skyrocketed to 4.7. He's sitting on a paper loss of $487,000, with a return rate of negative 85.95%. What's heartbreaking is his message: he's mortgaged his house and car, and has been margin-calling ever since; he really can't borrow any more money now. The liquidation price is at 5.29, just a step away from the current price.
Honestly, looking at this chart really reminds me of my past self. That desperate feeling of watching the price jump toward the liquidation line while being completely powerless is enough to drive anyone insane. This isn't shorting; it's like playing a 'life swap' game with the market makers. You thought 0.68 was a high point, but the market makers are telling you there's always a higher high.
What I admire (and feel sorry for) is his obsession. Going all-in short with 1x leverage, enduring nearly a 7x increase. That takes some serious 'courage' and a thick wallet, huh? But the trading market doesn’t care about tears, and definitely doesn’t believe in 'holding on for dear life'. You try to reason with the market makers, but they just want to drain your last drop of blood. $BTC #LAB
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Wow, this guy made 140,000 times his investment in 14 years. Who else can be as awesome as him? In 2011, he spent less than $8,000 to buy 10,000 $BTC , when one Bitcoin was only $0.78.
So what happened? He just held on for 14 years! By October 2025, when Bitcoin broke through $109,000, he sold everything and cashed out over $1 billion. A 140,000 times return, this is not just investment, this is simply like cultivating immortality.
To be honest, what I admire most is not that he bought early, but that he was able to hold on. Over these 14 years, he experienced hundreds of crashes and endured four long bear markets lasting several years. How many times did the market halve, how many times did the media shout 'Bitcoin will go to zero', and he never wavered once. This kind of determination is really not something ordinary people can possess.
I used to have quite a few good stocks, but I sold when they rose two or three times, and cut losses when they fell by 20%. Seeing others get a 140,000 times increase, I can only mock myself: people like us who can't hold on deserve to miss out on big money.
Risk Warning: This kind of 'get rich quick myth' is an extreme case of survivor bias. Just because he made a fortune after 14 years, don’t think you can do the same. Investment requires caution; first, ask yourself if you can withstand a 90% drawdown.
What do you think? If you bought 10,000 Bitcoins in 2011, could you still hold on until now? Be honest in the comments, at which point would you get off the ride?
$BTC
So what happened? He just held on for 14 years! By October 2025, when Bitcoin broke through $109,000, he sold everything and cashed out over $1 billion. A 140,000 times return, this is not just investment, this is simply like cultivating immortality.
To be honest, what I admire most is not that he bought early, but that he was able to hold on. Over these 14 years, he experienced hundreds of crashes and endured four long bear markets lasting several years. How many times did the market halve, how many times did the media shout 'Bitcoin will go to zero', and he never wavered once. This kind of determination is really not something ordinary people can possess.
I used to have quite a few good stocks, but I sold when they rose two or three times, and cut losses when they fell by 20%. Seeing others get a 140,000 times increase, I can only mock myself: people like us who can't hold on deserve to miss out on big money.
Risk Warning: This kind of 'get rich quick myth' is an extreme case of survivor bias. Just because he made a fortune after 14 years, don’t think you can do the same. Investment requires caution; first, ask yourself if you can withstand a 90% drawdown.
What do you think? If you bought 10,000 Bitcoins in 2011, could you still hold on until now? Be honest in the comments, at which point would you get off the ride?
$BTC
I’d always heard: “Diamonds are forever, one diamond lasts forever.” Until I saw that this diamond has already been conquered by technology—the massive diamond growth farms, and artificially cultivated diamond quality is even better than natural diamonds. Just 1 carat for 1,000 yuan Mao Coins—literally wiping out the multi-billion-dollar diamond market that De Beers had monopolized.
Sometimes, you suddenly realize that everything seems like a game... it’s all fake! Would you buy a diamond like this? $BNB
Sometimes, you suddenly realize that everything seems like a game... it’s all fake! Would you buy a diamond like this? $BNB
700,000 yuan in stock trading savings wiped out—what’s most dangerous isn’t the first drop!
Actor Zhu Rui recently shared that she initially put more than 400,000 yuan into the stock market. After her account kept losing, because she wouldn’t accept it, she added another more than 300,000 yuan. In the end, about 700,000 yuan in savings was completely lost, and during her unemployment period she still needed support from her mother.
Zhu Rui was born in 1987 and graduated from the Beijing Film Academy’s Acting Department. Her debut work was <em>Yong Chun</em>. After that, she also worked with actors such as Nicholas Tse and Sammo Hung. <em>The Glorious Era of the Wife</em>, which aired in 2009, made her better known to more viewers. At the time, when she was in her early twenties, Zhu Rui played a rural woman, Pan Fenghuang. She portrayed the character’s shrewdness, fierceness, and lived-in “street savvy” so naturally that many viewers at the time even thought she was an ordinary non-professional actress.
She used nearly 20 years to accumulate her principal, but she may lose most of her options in just one stretch of a market downturn. The truly cruel part of the market is that it won’t hold back on anyone just because the principal was hard-earned.
If your account keeps losing, at what stage would you stop adding to your position and re-check the logic behind your original investment? $GOOGL.US $AAPL.US $NVDAB #股票
Actor Zhu Rui recently shared that she initially put more than 400,000 yuan into the stock market. After her account kept losing, because she wouldn’t accept it, she added another more than 300,000 yuan. In the end, about 700,000 yuan in savings was completely lost, and during her unemployment period she still needed support from her mother.
Zhu Rui was born in 1987 and graduated from the Beijing Film Academy’s Acting Department. Her debut work was <em>Yong Chun</em>. After that, she also worked with actors such as Nicholas Tse and Sammo Hung. <em>The Glorious Era of the Wife</em>, which aired in 2009, made her better known to more viewers. At the time, when she was in her early twenties, Zhu Rui played a rural woman, Pan Fenghuang. She portrayed the character’s shrewdness, fierceness, and lived-in “street savvy” so naturally that many viewers at the time even thought she was an ordinary non-professional actress.
She used nearly 20 years to accumulate her principal, but she may lose most of her options in just one stretch of a market downturn. The truly cruel part of the market is that it won’t hold back on anyone just because the principal was hard-earned.
If your account keeps losing, at what stage would you stop adding to your position and re-check the logic behind your original investment? $GOOGL.US $AAPL.US $NVDAB #股票
$DOS Seven-day surge of 388% — the valuation is already ahead of the product!
I looked into DappOS’s latest market cycle. The price is about $0.489, up 33.7% in 24 hours, with a circulating market cap of about $97.95 million. But only 20% of the tokens are circulating; assuming a total supply of 1 billion coins, the FDV is already close to $489 million.
This valuation is about 63% higher than DappOS’s $300 million valuation when it completed financing in 2024. The project isn’t vaporware: it’s building an intent execution network, letting users use assets across chains through a unified account. Behind it are institutions such as Polychain, Binance Labs, Sequoia China, and IDG.
The conflicts on the order book are even more obvious: contract trades are about $62.39 million, while spot is only $7.43 million — 8.4 times higher for the former. The increase is mainly driven by derivatives trading; spot buy-side demand hasn’t expanded in sync yet. Current open positions are only $2.44 million, suggesting funds are rotating quickly. Whether this can sustain still needs observation.
In the short term, $0.50 is the sentiment level. Only if volume expands and it holds above it — with spot trading also increasing — can it be considered that buyers are willing to support the current valuation. If it falls back below $0.45, it may retest the $0.425–$0.39 range. The longer-term question is how the remaining 80% of supply will be unlocked, and whether DOS can evolve from governance and staking tooling into an asset that truly captures protocol revenue.
Have you sold all the DOS from your airdrop? #空投大毛
I looked into DappOS’s latest market cycle. The price is about $0.489, up 33.7% in 24 hours, with a circulating market cap of about $97.95 million. But only 20% of the tokens are circulating; assuming a total supply of 1 billion coins, the FDV is already close to $489 million.
This valuation is about 63% higher than DappOS’s $300 million valuation when it completed financing in 2024. The project isn’t vaporware: it’s building an intent execution network, letting users use assets across chains through a unified account. Behind it are institutions such as Polychain, Binance Labs, Sequoia China, and IDG.
The conflicts on the order book are even more obvious: contract trades are about $62.39 million, while spot is only $7.43 million — 8.4 times higher for the former. The increase is mainly driven by derivatives trading; spot buy-side demand hasn’t expanded in sync yet. Current open positions are only $2.44 million, suggesting funds are rotating quickly. Whether this can sustain still needs observation.
In the short term, $0.50 is the sentiment level. Only if volume expands and it holds above it — with spot trading also increasing — can it be considered that buyers are willing to support the current valuation. If it falls back below $0.45, it may retest the $0.425–$0.39 range. The longer-term question is how the remaining 80% of supply will be unlocked, and whether DOS can evolve from governance and staking tooling into an asset that truly captures protocol revenue.
Have you sold all the DOS from your airdrop? #空投大毛
🎙️ 23 core trading strategies to build your own trading system
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Morning Market Update: Oil Prices Spike 5% Overnight—Is the Market Back to Inflation Trading?
This morning, the trend I’m seeing is that economic data has already started to soften, while an energy shock has once again pushed up rate pressures.
Brent is up to around $88, and talks over the Strait of Hormuz have hit a snag; meanwhile, the U.S. 10-year Treasury yield has risen to 4.70%. Overnight, the S&P 500 fell only 0.06%, and the Nasdaq dropped 0.32%, but Nvidia is down 2.9% and Intel is down 4.1%, with capital rotating from AI hardware to the energy sector.
For now, Asian markets aren’t showing panic—KOSPI is up about 0.3% this morning. $BTC The current price is about $63,800, and $ETH is about $1,915, with limited movement over the past 24 hours.
BTC is bouncing repeatedly between $63,000 and $65,000, like a chessboard—retail investors’ confidence is almost worn down.
Next, I’ll watch the U.S. CPI: if inflation combines with oil prices coming in above expectations, rate-trading could once again weigh on tech stocks and Crypto; if the data is mild, BTC may finally get a chance to challenge $65,000 again.
When do you think BTC will be able to break through the $65,000 pressure level? #特朗普要求伊朗赔偿
This morning, the trend I’m seeing is that economic data has already started to soften, while an energy shock has once again pushed up rate pressures.
Brent is up to around $88, and talks over the Strait of Hormuz have hit a snag; meanwhile, the U.S. 10-year Treasury yield has risen to 4.70%. Overnight, the S&P 500 fell only 0.06%, and the Nasdaq dropped 0.32%, but Nvidia is down 2.9% and Intel is down 4.1%, with capital rotating from AI hardware to the energy sector.
For now, Asian markets aren’t showing panic—KOSPI is up about 0.3% this morning. $BTC The current price is about $63,800, and $ETH is about $1,915, with limited movement over the past 24 hours.
BTC is bouncing repeatedly between $63,000 and $65,000, like a chessboard—retail investors’ confidence is almost worn down.
Next, I’ll watch the U.S. CPI: if inflation combines with oil prices coming in above expectations, rate-trading could once again weigh on tech stocks and Crypto; if the data is mild, BTC may finally get a chance to challenge $65,000 again.
When do you think BTC will be able to break through the $65,000 pressure level? #特朗普要求伊朗赔偿
In 2016 it nearly evened out; 0050 ultimately won to double its value thanks to a two-year AI dividend/windfall
I used to think that high-dividend investing is just switching hands—left hand to right hand—and that in the long run it would definitely lag behind growth assets. But after running the data from January 2008 to June 2026, the results proved more complicated than I imagined.
With a monthly DCA of 100,000 NTD, total contributions would be 2.22 million NTD. For 0050, reinvesting dividends grows to 17.24 million NTD; for 0056, reinvesting dividends grows to 8.43 million NTD. If you instead spend all 0056 dividends, the account ends up with only 4.21 million NTD.
What’s interesting is that over the first 16 years, 0050 and 0056 didn’t pull dramatically apart—during the pandemic period they even came quite close. The real gap—creating a two-fold difference—came from the past two years’ valuation expansion of TSMC and AI-weighted stocks.
So this backtest doesn’t prove that “high dividends don’t work.” Rather, it shows that by concentrating on and hitting one super industrial cycle, the returns can far exceed what steady cash flows can deliver. Conversely, today’s advantage of 0050 is also more dependent on whether the AI theme can keep running.
If AI enters a valuation digestion phase, would you continue holding 0050, or swap part of the position back to 0056 to collect income?#台积电7月营收增长45% $NVDAB
I used to think that high-dividend investing is just switching hands—left hand to right hand—and that in the long run it would definitely lag behind growth assets. But after running the data from January 2008 to June 2026, the results proved more complicated than I imagined.
With a monthly DCA of 100,000 NTD, total contributions would be 2.22 million NTD. For 0050, reinvesting dividends grows to 17.24 million NTD; for 0056, reinvesting dividends grows to 8.43 million NTD. If you instead spend all 0056 dividends, the account ends up with only 4.21 million NTD.
What’s interesting is that over the first 16 years, 0050 and 0056 didn’t pull dramatically apart—during the pandemic period they even came quite close. The real gap—creating a two-fold difference—came from the past two years’ valuation expansion of TSMC and AI-weighted stocks.
So this backtest doesn’t prove that “high dividends don’t work.” Rather, it shows that by concentrating on and hitting one super industrial cycle, the returns can far exceed what steady cash flows can deliver. Conversely, today’s advantage of 0050 is also more dependent on whether the AI theme can keep running.
If AI enters a valuation digestion phase, would you continue holding 0050, or swap part of the position back to 0056 to collect income?#台积电7月营收增长45% $NVDAB
It’s also reported that China is going to crack down on all illegal VPNs within its territory. Another report: things are getting crazy.
We don’t know whether this “little essay” is true or not, but:
1️⃣ The U.S. Embassy in China directly sent out a reminder about VPN usage.
2️⃣ Passport processing also really has been restricted—if you don’t have the relevant documents, you can’t apply for a passport casually.
How are things at your airport now? #VPN $BTC
We don’t know whether this “little essay” is true or not, but:
1️⃣ The U.S. Embassy in China directly sent out a reminder about VPN usage.
2️⃣ Passport processing also really has been restricted—if you don’t have the relevant documents, you can’t apply for a passport casually.
How are things at your airport now? #VPN $BTC
🎙️ 1:20 times, how can you achieve stable profits?
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SanDisk drops 13% after earnings, while CXMT surges 466%: Memory price hikes don’t necessarily lift the stock
SanDisk’s earnings report last week was actually strong: quarterly revenue of $8.97 billion and adjusted EPS of $3.925, with data center revenue up about 400% year over year. Yet the stock at one point fell 13.3% to $1,178. The reason isn’t poor performance—it’s that the market had already priced in even more aggressive growth ahead of the results. The company’s guidance for next quarter calls for revenue of $10.3B–$10.8B, below market expectations of $11.15B. NAND price hikes are still ongoing, but the rate of increase has started to slow.
On the chart, I see around $1,170 as a short-term defensive zone, and $1,100 as the next layer of support. On the upside, I first look for the $1,280–$1,350 range. Only if the stock regains and holds above $1,350 would it suggest the valuation compression after the earnings has started to bottom out. If it breaks below $1,100, it may continue to digest the more than 400% rally from the past year.
SanDisk and CXMT can’t be compared directly on valuation. SanDisk’s core is NAND, enterprise SSDs, and AI data storage. CXMT mainly does DRAM, and it wants to move into HBM in the future. On its IPO day, CXMT jumped from 8.66 yuan to 49 yuan—a 466% gain—giving it a market cap of about 3.3 trillion yuan, but with free float of only 6.73%. Its share price reflects not just fundamentals, but also domestic substitution, policy-related scarcity, and low float premium. You can’t simply interpret it as meaning its profitability already exceeds Samsung, SK hynix, and Micron.
For the coming quarter, TrendForce expects DRAM contract prices to rise 13%–18% and NAND to increase 10%–15%. The industry is still in a favorable cycle, but the stock’s logic is shifting from “prices rise when supply is tight” to “who can lock in long-term orders, maintain gross margins, and control capacity expansion.”
I’m more bullish on SanDisk’s earnings certainty, but CXMT offers greater trading upside. Will you choose $$SNDK , where cash flow has already been realized, or $CXMT ？#闪迪 #长鑫存储 , which is more expensive on valuation but has more room for domestic substitution?
SanDisk’s earnings report last week was actually strong: quarterly revenue of $8.97 billion and adjusted EPS of $3.925, with data center revenue up about 400% year over year. Yet the stock at one point fell 13.3% to $1,178. The reason isn’t poor performance—it’s that the market had already priced in even more aggressive growth ahead of the results. The company’s guidance for next quarter calls for revenue of $10.3B–$10.8B, below market expectations of $11.15B. NAND price hikes are still ongoing, but the rate of increase has started to slow.
On the chart, I see around $1,170 as a short-term defensive zone, and $1,100 as the next layer of support. On the upside, I first look for the $1,280–$1,350 range. Only if the stock regains and holds above $1,350 would it suggest the valuation compression after the earnings has started to bottom out. If it breaks below $1,100, it may continue to digest the more than 400% rally from the past year.
SanDisk and CXMT can’t be compared directly on valuation. SanDisk’s core is NAND, enterprise SSDs, and AI data storage. CXMT mainly does DRAM, and it wants to move into HBM in the future. On its IPO day, CXMT jumped from 8.66 yuan to 49 yuan—a 466% gain—giving it a market cap of about 3.3 trillion yuan, but with free float of only 6.73%. Its share price reflects not just fundamentals, but also domestic substitution, policy-related scarcity, and low float premium. You can’t simply interpret it as meaning its profitability already exceeds Samsung, SK hynix, and Micron.
For the coming quarter, TrendForce expects DRAM contract prices to rise 13%–18% and NAND to increase 10%–15%. The industry is still in a favorable cycle, but the stock’s logic is shifting from “prices rise when supply is tight” to “who can lock in long-term orders, maintain gross margins, and control capacity expansion.”
I’m more bullish on SanDisk’s earnings certainty, but CXMT offers greater trading upside. Will you choose $$SNDK , where cash flow has already been realized, or $CXMT ？#闪迪 #长鑫存储 , which is more expensive on valuation but has more room for domestic substitution?
Damn: $BTC has been ranging for two months—will $60,000 replay the fake bottom of 2018?
BTC’s price action yesterday was only a frustrating 0.3%; the market has been grinding on and on. I looked at this chart and found it pretty interesting:
In three past cycles, the period’s low points all landed near a profitable supply ratio of about 40%, and the one-month realized volatility climbed to 68%—100%. Right now, profitable supply is still around 56%, while volatility is only about 28%. Coin holders really are bearing losses, but the market hasn’t shown the kind of concentrated liquidation, panic rotation, and volatility release seen in the past.
That’s why this $60,000—$70,000 sideways move looks more like a breathing pause after a drop. Back in 2018, BTC also traded back and forth in the $6,000—$7,000 range for about two and a half months. Low volatility was mistaken for the idea that selling pressure had exhausted—only after it broke did the real “coin clearing” of positions complete.
Now the setup looks just like BTC’s piled-up trapped supply—if it copies the path of the first three times.
If BTC holds above $70,000 and keeps seeing profitable supply rise, then the “calm bottom-building” thesis holds. If it breaks below $60,000 and the losing supply, trading volume, and volatility all rise together, then the 2018-style second clearing will enter the real-life script.
With this current market, would you rather keep catching the bottom—or believe it still has another 50% drop in it? #BTCPay vulnerability leads to funds stolen from Lightning nodes
BTC’s price action yesterday was only a frustrating 0.3%; the market has been grinding on and on. I looked at this chart and found it pretty interesting:
In three past cycles, the period’s low points all landed near a profitable supply ratio of about 40%, and the one-month realized volatility climbed to 68%—100%. Right now, profitable supply is still around 56%, while volatility is only about 28%. Coin holders really are bearing losses, but the market hasn’t shown the kind of concentrated liquidation, panic rotation, and volatility release seen in the past.
That’s why this $60,000—$70,000 sideways move looks more like a breathing pause after a drop. Back in 2018, BTC also traded back and forth in the $6,000—$7,000 range for about two and a half months. Low volatility was mistaken for the idea that selling pressure had exhausted—only after it broke did the real “coin clearing” of positions complete.
Now the setup looks just like BTC’s piled-up trapped supply—if it copies the path of the first three times.
If BTC holds above $70,000 and keeps seeing profitable supply rise, then the “calm bottom-building” thesis holds. If it breaks below $60,000 and the losing supply, trading volume, and volatility all rise together, then the 2018-style second clearing will enter the real-life script.
With this current market, would you rather keep catching the bottom—or believe it still has another 50% drop in it? #BTCPay vulnerability leads to funds stolen from Lightning nodes
Last week’s market roundup: Non-Farm Payrolls down by 23k—yet US stocks hit new highs while crude oil climbs to $84?
The market was still as dull as ever last week: US July Non-Farm Payrolls fell by 23k, and the probability of a September rate hike dropped from 67% to 44%; but Brent crude also rose to $84.32, bringing energy inflation back onto the stage.
Weak employment first lifts risk assets. Last Friday, the S&P 500 rose 0.62% and set a new all-time high, while the Nasdaq gained 1.30%. Today in Asia, the rebound continues: Nikkei is up 0.6% and KOSPI up 0.5%. However, US 10-year Treasury yields have climbed back to 4.673%, suggesting investors are not fully positioning for easing.
As of August 10 update, $BTC is about $64,880, up 0.1% in 24 hours (it’s really very boring—more like nothing changed), with trading volume of $13.29 billion; $ETH is about $1,907, up 0.4% in 24 hours, with trading volume of $4.22 billion.
With US stocks hitting new highs, but crypto hovering near flat, I’m more inclined to interpret it as money waiting for the US July CPI rather than a new trend already being underway.
Today I’m watching two points of tension: whether BTC can reclaim $65,360, and whether rising oil prices could lift CPI expectations. Do you believe the liquidity from weak employment more, or the inflation pressure from $84 oil? #伊拉克石油出口下降75% #MichaelSaylor暗示增持BTC
The market was still as dull as ever last week: US July Non-Farm Payrolls fell by 23k, and the probability of a September rate hike dropped from 67% to 44%; but Brent crude also rose to $84.32, bringing energy inflation back onto the stage.
Weak employment first lifts risk assets. Last Friday, the S&P 500 rose 0.62% and set a new all-time high, while the Nasdaq gained 1.30%. Today in Asia, the rebound continues: Nikkei is up 0.6% and KOSPI up 0.5%. However, US 10-year Treasury yields have climbed back to 4.673%, suggesting investors are not fully positioning for easing.
As of August 10 update, $BTC is about $64,880, up 0.1% in 24 hours (it’s really very boring—more like nothing changed), with trading volume of $13.29 billion; $ETH is about $1,907, up 0.4% in 24 hours, with trading volume of $4.22 billion.
With US stocks hitting new highs, but crypto hovering near flat, I’m more inclined to interpret it as money waiting for the US July CPI rather than a new trend already being underway.
Today I’m watching two points of tension: whether BTC can reclaim $65,360, and whether rising oil prices could lift CPI expectations. Do you believe the liquidity from weak employment more, or the inflation pressure from $84 oil? #伊拉克石油出口下降75% #MichaelSaylor暗示增持BTC
Zhihu top-voted: If you won 100 million from the lottery, what would you do? If you buy $BTC , will you make 100 million?
I spent 4 hours building a global AI news and learning website: MASTERLEARN.
The reason is very simple. There’s just too much AI news right now—every day is full of new models, new products, and new funding rounds. But truly useful information is scattered across dozens of platforms. For ordinary people, keeping up with the industry is already exhausting just from having to filter information.
So I gathered global AI news, videos, product reviews, and free courses from major companies like Microsoft, AWS, and OpenAI in one place. The news updates every 30 minutes. The goal isn’t for everyone to read more news—it’s to spend 10 minutes a day and know what’s happening in the AI industry and which tools are worth learning.
The site is still very early, and many things are definitely not perfect yet. What I really want to know is: if an AI website could help you filter out the noise, save time, and connect news to learning paths, would you be willing to subscribe?
If not, which feature is most missing: in-depth Chinese analysis, hands-on tool testing, or personalized intelligence delivery?$AI #AI
The reason is very simple. There’s just too much AI news right now—every day is full of new models, new products, and new funding rounds. But truly useful information is scattered across dozens of platforms. For ordinary people, keeping up with the industry is already exhausting just from having to filter information.
So I gathered global AI news, videos, product reviews, and free courses from major companies like Microsoft, AWS, and OpenAI in one place. The news updates every 30 minutes. The goal isn’t for everyone to read more news—it’s to spend 10 minutes a day and know what’s happening in the AI industry and which tools are worth learning.
The site is still very early, and many things are definitely not perfect yet. What I really want to know is: if an AI website could help you filter out the noise, save time, and connect news to learning paths, would you be willing to subscribe?
If not, which feature is most missing: in-depth Chinese analysis, hands-on tool testing, or personalized intelligence delivery?$AI #AI
Outpacing Wang Jianlin by 8.5 billion USD, what Sun Yuchen has won is a shift in asset pricing!
In 2014, Wang Sicong was still mocking Sun Yuchen—saying that at the Buffett dinner table, they were both “greens.” More than a decade later, Forbes valued Sun Yuchen’s real-time net worth at 8.5 billion USD, while Wang Jianlin’s was about 4.4 billion USD.
What’s interesting about these rankings isn’t who is better at making money, but how the assets behind two generations of wealth have changed direction completely.
Wang Jianlin’s fortune was built on commercial real estate, cinema chains, and highly leveraged expansion. When the real estate sector entered a deleveraging cycle, asset valuations fell, financing channels tightened, and Wanda continued to sell hotels, cultural tourism assets, and overseas holdings.
Sun Yuchen’s wealth, on the other hand, is concentrated in Crypto assets such as $TRX , HTX, and Poloniex. As long as token prices, stablecoin settlement volumes, and exchange-platform valuations rise, personal wealth can inflate quickly. The price is that liquidity, the attribution of holdings, and the valuations of unlisted companies are all harder to verify—so 8.5 billion USD doesn’t necessarily mean cash that can be readily cashed out at any time.
A decade ago, real estate represented the certainty of wealth, and Crypto was treated as speculation. Now it’s the opposite: one is priced by global on-chain liquidity, the other has to shrink painfully within a domestic balance sheet. Rankings can change anytime, but the power to price wealth has already shifted.
$TRX $BTC #孙宇晨巴菲特晚餐 #Wang Sicong
In 2014, Wang Sicong was still mocking Sun Yuchen—saying that at the Buffett dinner table, they were both “greens.” More than a decade later, Forbes valued Sun Yuchen’s real-time net worth at 8.5 billion USD, while Wang Jianlin’s was about 4.4 billion USD.
What’s interesting about these rankings isn’t who is better at making money, but how the assets behind two generations of wealth have changed direction completely.
Wang Jianlin’s fortune was built on commercial real estate, cinema chains, and highly leveraged expansion. When the real estate sector entered a deleveraging cycle, asset valuations fell, financing channels tightened, and Wanda continued to sell hotels, cultural tourism assets, and overseas holdings.
Sun Yuchen’s wealth, on the other hand, is concentrated in Crypto assets such as $TRX , HTX, and Poloniex. As long as token prices, stablecoin settlement volumes, and exchange-platform valuations rise, personal wealth can inflate quickly. The price is that liquidity, the attribution of holdings, and the valuations of unlisted companies are all harder to verify—so 8.5 billion USD doesn’t necessarily mean cash that can be readily cashed out at any time.
A decade ago, real estate represented the certainty of wealth, and Crypto was treated as speculation. Now it’s the opposite: one is priced by global on-chain liquidity, the other has to shrink painfully within a domestic balance sheet. Rankings can change anytime, but the power to price wealth has already shifted.
$TRX $BTC #孙宇晨巴菲特晚餐 #Wang Sicong
4.4 million USD to control 200 million in treasury—BONK turns DAO governance into a price tag!
BonkDAO didn’t lose its private keys, and the contract wasn’t hacked. The attacker simply bought about 88,240 billion units of $BONK , just barely crossing the 1% voting threshold, then used their votes to pass BIP-76 and transfer 4.426 trillion BONK tokens from the treasury into a designated wallet.
The proposal was publicly posted for about 6 days. Out of more than 18,000 governance addresses, only 7 wallets participated. The attacker controlled 99.9% of the yes votes, spent about 4.4 million USD, and gained roughly 20 million USD in assets—an almost 1:5 input-to-output ratio.
What I care about isn’t just that the attacker exploited a loophole; it’s that the cost to control the treasury is far lower than the treasury itself. Voting power can be temporarily bought. After the proposal passes, there’s no time lock, no veto, no secondary confirmation—the code can only faithfully execute governance that almost nobody participates in.
Afterward, multiple Korean exchanges paused deposits/withdrawals or issued trading warnings for BONK. The secondary market ended up bearing the cost of governance failure. Decentralization doesn’t automatically produce self-governance. When most token holders never vote, decision power ultimately belongs to whoever is willing to pay to reach the quorum.
The standard for judging the BONK incident is very direct: when evaluating a DAO, first calculate how much it costs to buy the voting threshold, then see how much asset it’s meant to protect.
$BONK $SOL #Bonk
BonkDAO didn’t lose its private keys, and the contract wasn’t hacked. The attacker simply bought about 88,240 billion units of $BONK , just barely crossing the 1% voting threshold, then used their votes to pass BIP-76 and transfer 4.426 trillion BONK tokens from the treasury into a designated wallet.
The proposal was publicly posted for about 6 days. Out of more than 18,000 governance addresses, only 7 wallets participated. The attacker controlled 99.9% of the yes votes, spent about 4.4 million USD, and gained roughly 20 million USD in assets—an almost 1:5 input-to-output ratio.
What I care about isn’t just that the attacker exploited a loophole; it’s that the cost to control the treasury is far lower than the treasury itself. Voting power can be temporarily bought. After the proposal passes, there’s no time lock, no veto, no secondary confirmation—the code can only faithfully execute governance that almost nobody participates in.
Afterward, multiple Korean exchanges paused deposits/withdrawals or issued trading warnings for BONK. The secondary market ended up bearing the cost of governance failure. Decentralization doesn’t automatically produce self-governance. When most token holders never vote, decision power ultimately belongs to whoever is willing to pay to reach the quorum.
The standard for judging the BONK incident is very direct: when evaluating a DAO, first calculate how much it costs to buy the voting threshold, then see how much asset it’s meant to protect.
$BONK $SOL #Bonk
Nonfarm payrolls unexpectedly fell by 23,000, U.S. stocks hit fresh highs—why is BTC still trading in a range around $65,000?
The biggest conflict I saw this morning is that the same employment data is being traded in opposite directions by two markets.
U.S. July nonfarm payrolls fell by 23,000, far below expectations of an increase of 80,000. The data for May and June was also revised downward by a combined 103,000. Concerns about rate hikes cooled: the 10-year Treasury yield slipped to 4.64%; the S&P rose 0.6% to a new high, the Nasdaq gained 1.3%, and SpaceX rebounded 15.8%.
Crypto, however, didn’t follow. As of this morning, $BTC is about $64,907, down 2.75% over 24 hours; $ETH is about $1,915, down 3.5%. BTC open interest has dropped to about $47.5 billion, with roughly $154 million liquidated over 24 hours—the market is actively shedding weekend leverage.
U.S. stocks are trading “lighter rate pressure,” while Crypto is more worried about “weaker employment plus insufficient liquidity.” Next, if inflation continues to cool, both sides could rise together again; if inflation remains sticky, the Fed will face the challenge of weak jobs alongside high prices.
Do you think a BTC drop below $65,000 is just weekend leverage-clearing, or is the cooling economy beginning to backfire on risk assets?
Risk warning: Weekend liquidity is thin, and weak employment data and sudden news can amplify liquidations.
The biggest conflict I saw this morning is that the same employment data is being traded in opposite directions by two markets.
U.S. July nonfarm payrolls fell by 23,000, far below expectations of an increase of 80,000. The data for May and June was also revised downward by a combined 103,000. Concerns about rate hikes cooled: the 10-year Treasury yield slipped to 4.64%; the S&P rose 0.6% to a new high, the Nasdaq gained 1.3%, and SpaceX rebounded 15.8%.
Crypto, however, didn’t follow. As of this morning, $BTC is about $64,907, down 2.75% over 24 hours; $ETH is about $1,915, down 3.5%. BTC open interest has dropped to about $47.5 billion, with roughly $154 million liquidated over 24 hours—the market is actively shedding weekend leverage.
U.S. stocks are trading “lighter rate pressure,” while Crypto is more worried about “weaker employment plus insufficient liquidity.” Next, if inflation continues to cool, both sides could rise together again; if inflation remains sticky, the Fed will face the challenge of weak jobs alongside high prices.
Do you think a BTC drop below $65,000 is just weekend leverage-clearing, or is the cooling economy beginning to backfire on risk assets?
Risk warning: Weekend liquidity is thin, and weak employment data and sudden news can amplify liquidations.
SanDisk’s earnings surge 372%—why is it still down nearly 8% after hours?
After reading SanDisk’s earnings report, the biggest conflict is very straightforward: the company delivered almost unbelievable growth, but the stock only wants to lock in profits.
In its fourth fiscal quarter, revenue was $8.97 billion, up 372% year over year; adjusted EPS reached $3.925, beating expectations across the board. Data center revenue grew 103% YoY. More importantly, the company signed eight long-term agreements with six major customers. The potential deal value is at least $93.9 billion, with a median contract term of four years. AI storage demand isn’t just a slogan—the orders are already in the books.
But the market trades on expectation gaps. SanDisk’s stock price rose about 470% this year, yet its next-quarter revenue guidance is $10.3 billion to $10.8 billion; even the upper end is still slightly below Wall Street expectations. Revenue from the consumer business was only $556 million, also clearly weaker than expected. The results are strong, but not strong enough to continue supporting an extreme valuation.
Industry fundamentals still offer support. TrendForce expects a NAND supply shortfall of around 4%–5% in 2026, and enterprise SSD demand continues to squeeze capacity. Still, the longer customer orders are locked in, the stronger SanDisk’s protection of high pricing may be. When supply recovers in the future, it may also face renewed renegotiation.
I think the mid-term thesis of $SNDK hasn’t been broken by the earnings report, but in the short term it has entered a phase of “earnings chasing valuation.” Whether the Investor Day on August 13 can provide clearer guidance for 2027—production capacity, profit margins, and cash flow—will determine whether the upcoming adjustment is merely digesting the rally or whether the valuation will keep being marked down.
Do you find the $93.9 billion long-term orders more convincing, or should you be more wary of the 470% year-to-date surge? #闪迪 #storage
After reading SanDisk’s earnings report, the biggest conflict is very straightforward: the company delivered almost unbelievable growth, but the stock only wants to lock in profits.
In its fourth fiscal quarter, revenue was $8.97 billion, up 372% year over year; adjusted EPS reached $3.925, beating expectations across the board. Data center revenue grew 103% YoY. More importantly, the company signed eight long-term agreements with six major customers. The potential deal value is at least $93.9 billion, with a median contract term of four years. AI storage demand isn’t just a slogan—the orders are already in the books.
But the market trades on expectation gaps. SanDisk’s stock price rose about 470% this year, yet its next-quarter revenue guidance is $10.3 billion to $10.8 billion; even the upper end is still slightly below Wall Street expectations. Revenue from the consumer business was only $556 million, also clearly weaker than expected. The results are strong, but not strong enough to continue supporting an extreme valuation.
Industry fundamentals still offer support. TrendForce expects a NAND supply shortfall of around 4%–5% in 2026, and enterprise SSD demand continues to squeeze capacity. Still, the longer customer orders are locked in, the stronger SanDisk’s protection of high pricing may be. When supply recovers in the future, it may also face renewed renegotiation.
I think the mid-term thesis of $SNDK hasn’t been broken by the earnings report, but in the short term it has entered a phase of “earnings chasing valuation.” Whether the Investor Day on August 13 can provide clearer guidance for 2027—production capacity, profit margins, and cash flow—will determine whether the upcoming adjustment is merely digesting the rally or whether the valuation will keep being marked down.
Do you find the $93.9 billion long-term orders more convincing, or should you be more wary of the 470% year-to-date surge? #闪迪 #storage
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