于磨难淬炼心性,于顺遂保持警醒,不骄纵,不松懈。 Temper your mind through hardships, stay alert in good times. No conceit, no slackness. #AI股持续上涨还有哪些投资机会 #ZEC突破1600美元创新高 @Dream Spicer 梦想家
NVIDIA just reported $96.2B in quarterly revenue, up 106% YoY, with Data Center revenue reaching $89B. That shows AI infrastructure demand is still running hot.
But the bigger question now isn’t simply who sells the most GPUs.
Broadcom’s AI semiconductor revenue jumped 143% YoY to $10.8B, while its Q3 AI-chip outlook points to $16B.
At the same time, hyperscalers are committing enormous amounts of capital to AI infrastructure. That creates a second trade: can AI revenue and productivity grow fast enough to justify the spending?
So I’m watching three things next: AI chip demand, hyperscaler capex, and actual AI monetization.
The next phase may be less about the AI hype — and more about which companies can turn massive AI investment into durable cash flow.
Circle is giving institutions another way to unlock liquidity from Bitcoin without selling it.
Its new Digital Asset-Backed Borrowing (DABB) service lets eligible Circle Mint customers deposit BTC, receive cirBTC as collateral, and borrow $USDC through supported lending markets.
At launch, Morpho is the supported protocol, with Aave expected to be added later.
The interesting part is the structure: loans are overcollateralized, while borrowing rates, collateral requirements and liquidation thresholds depend on the lending market.
For institutions, this creates a different path: keep BTC exposure while accessing dollar liquidity.
But the risk is important too. If BTC falls enough, collateral requirements can trigger liquidation.
Would you consider borrowing USDC against BTC rather than selling BTC for liquidity?
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To participate: ✅ Follow me ❤️ Like this post 🔁 Repost this post 💬 Comment “1” below That’s it! 😎 2500 lucky winners will receive $50 in DOGE 🎁🔥 Good luck everyone Let’s see who gets the DOGE bag today🐕 #MuzammilAbbas⁷⁵穆扎米拉巴斯
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