Jolin612

摩根大通称 AI 定制芯片出货量将于明年超过 GPU，且未来几年有 40%～50% 的复合增长率。

其中高端 ASIC 最高的是 Broadcom，占 80%～85%，Marvell 排第二约 10%～12%。

Hold on, the market is about to open—let’s first take a look at the current situation.
Although the holiday U.S.-Iran exchange of fire has been canceled and the talks won’t take place, it’s still expected that they will resume within the next few days.
Even though last Friday the Taiwan stock market and the U.S. stock market both fell sharply, in the end the Taiwan index futures’ overnight session rebounded by 1.22%.

Right now, the three major U.S. stock index futures are up in the overnight session by 0.5% to 1%.
The U.S. dollar index continues to stay around 101.
Bitcoin and gold are down slightly, about 1%.
Oil prices have been holding around $70 and have not been affected by the U.S.-Iran exchange of fire.

South Korea’s market opened down nearly 2%.
Japan’s Nikkei is up 0.5%.

Will Taiwan’s stock market be able to hold steady today, right??

Latest Update: The Bank for International Settlements (BIS) warns that private digital tokens fail to meet the basic requirements of sound money, which could lead to fragmentation of the global financial system. It urges policymakers everywhere to accelerate the tokenization of central bank and commercial bank money.

Latest news: Apple is seeking approval from the Trump administration regarding its purchase of storage chips from China’s memory chip maker CXMT. However, CXMT was added to the U.S. blacklist over allegations of links to the military. The matter was first reported by the Financial Times.

Deep Sea Data | CZ Wealth Surpasses Bill Gates

Binance founder Changpeng Zhao (CZ) has personal wealth that has surpassed Bill Gates, placing him among the world’s top-tier richest.

Key points:
· Person: Changpeng Zhao (CZ)
· Comparison target: Bill Gates
· Signal: The crypto industry’s leading-platform founder’s net worth continues to rise

The exchange track remains one of the most concentrated areas of crypto wealth, and the industry’s “making fortunes” effect is still ongoing.

#CZ #Wealth

Grok 4.5 enters beta

Musk announced that Grok 4.5, trained on a 1.5-trillion-parameter V9 base model, has entered beta testing at SpaceX and Tesla.

Key points:
· Base model: V9, with 1.5 trillion parameters
· Beta scope: SpaceX, Tesla
· Additional training: includes Cursor data

Competition in the AI large model race is still accelerating, as leading players are pushing capabilities into internal business scenarios for testing.

#AI #Grok

Geopolitical tensions are heating up, and Bitcoin’s response is muted

As the situation between Iran and the U.S. escalates again, navigation through the strait has once more been restricted. Bitcoin fell slightly by about 1%, and the market reaction was not particularly intense.

Key economic and financial highlights:
· The average price of notebook PCs has returned to a 10-year high
· Samsung’s foreign shareholders have reached their lowest level in nearly 13 years
· Gold has fallen for the fourth consecutive week
· Price increases for TV LCD panels have paused; in June they may fall
· SpaceX will be added to the Nasdaq 100 on July 7
· China’s May profit of industrial enterprises rose 21.1%, mainly driven by AI-related businesses
· NASA selected Relativity to partner on a Mars exploration mission
· Google restricts Meta’s use of the Gemini AI model

#财经 #比特币 #US stocks

💡 Where are ordinary people’s opportunities in the next 5 years?

Not in the big headwinds—capital, channels, supply chains, traffic—someone has already claimed the slots.

The real opportunities are actually in small demands that big companies find too much trouble to handle.

📌 A few examples:
· In-home organization for people living alone
· Light entrepreneurship “coaching and accompaniment” for career professionals
· Phone services for middle-aged and elderly people
· Upgrading local life in county towns
· Emotional value and companionship within small circles

✅ Shared characteristics:
· Real customers and clear, specific needs
· Low cost to get started
· Big players are unwilling to do it

It’s not that there are no opportunities—it's that people are still using an industrial-era mindset to look for them, always trying to “compete on” capital, resources, and scale.

Ordinary people’s first bucket of gold isn’t afraid of being small—it’s afraid of going up against “big players” right from the start.

#创业 #Business Thinking

🌊 Deep Sea Data

Latest on-chain capital movements:
· Net outflow of over $400 million in a single week
· EU regulatory transition window is approaching

Observation: Early data does not yet show large-scale user migration; platform user stickiness still needs ongoing monitoring.

#链上数据 #Regulation

China’s economic downturn is really getting worse—so much so that even women who drive a BMW 325 are looking to be paid for relationships at 20,000 yuan a month. And women who drive a BMW 325 are still willing to act very obedient for money. Looks like something big is about to come.

At yesterday’s close, someone gradually bought SPCX call options worth $1.4 million with a strike price of $300, set to expire next Thursday (July 2). This trade has doubled—don’t tell me anything big SpaceX is going to announce next week.

Jolin summer is in full swing ☀️

Bought Bitcoin for 130,000, now it’s at 60,000
Bought gold for over 12,000, now it’s at over 8,000
Bought silver for 32, now it’s at 14
Bought a building for 1.3 million, now it’s at over 50
Bought BBA for 500,000, now it’s at over 20
Only the wife you married for just over 20, now it’s at over 40

Humans need parks ⛲️🌳
The “twenty-minute park effect” is real!
Even if it’s just doing nothing, it can still be joyful

In a season of becoming,
I’m learning to bloom in my own way. 🌷

Thankful for every person, every lesson, and every beautiful surprise along the journey.…

Between chasing goals and enjoying life,
don’t forget to leave a little space for doing absolutely nothing.☕️

Long time no campus. 🌿
Walking through the trees and red-brick buildings today felt like stepping back into a chapter I thought I’d already finished.