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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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.
Got up early and rushed to the late market. Baidu’s AI assistant, Wen Xiaoyan, has officially fallen below the top 5 mainstream AI apps by monthly active users, overtaken by Kimi.
Meanwhile, Doubao, Qianwen, and DeepSeek have taken a sharp drop and are firmly holding the top 3 positions in terms of users’ monthly active data.
Meanwhile, Doubao, Qianwen, and DeepSeek have taken a sharp drop and are firmly holding the top 3 positions in terms of users’ monthly active data.
Partly True
The aunties won again. Today’s morning copper price hit a historic high, officially breaking through 6.7 dollars. Over the past year, the return has been as high as 52%.
Copper is a strategic resource for areas such as AI and electric vehicles. To ease shortages caused by copper becoming concentrated in the U.S., China is actively strengthening its copper stockpiles. In just June, copper cathode imports alone reached 280,000 tons. In the next phase of the AI competition between China and the U.S., it’s all about抢铜—getting copper first!
Copper is a strategic resource for areas such as AI and electric vehicles. To ease shortages caused by copper becoming concentrated in the U.S., China is actively strengthening its copper stockpiles. In just June, copper cathode imports alone reached 280,000 tons. In the next phase of the AI competition between China and the U.S., it’s all about抢铜—getting copper first!
Due to the large amount of computing resources, companies have shifted to cheaper Chinese models.
The price of AI tokens has seen a historic crash. From OpenAI to Gemini, every vendor has been forced to join this price war.
The price of AI tokens has seen a historic crash. From OpenAI to Gemini, every vendor has been forced to join this price war.
After SpaceX released its financial report, the stock fell from $128 to $114, wiping out all of last night's gains.
Although revenue for Starlink, Star Shield, and the Big Rocket business came in above expectations, AI-related capital expenditures have continued to expand, and the company also admitted that capital spending will continue over the next two quarters.
But their financial reporting is just too good—it’s almost like a movie.
Although revenue for Starlink, Star Shield, and the Big Rocket business came in above expectations, AI-related capital expenditures have continued to expand, and the company also admitted that capital spending will continue over the next two quarters.
But their financial reporting is just too good—it’s almost like a movie.
It’s fully blown up. Apple has officially gone to the federal court to file for a preliminary injunction, seeking to bar two former employees and the OpenAI company from using and disclosing Apple’s business secrets that were allegedly obtained unlawfully.
Previously, in addition to suing OpenAI, Apple also sued its former senior vice president, Tang Dan; a former Apple engineer, Liu Chang; and an Apple employee currently on the job, Peng Yuting.
The allegations claim that, through a range of methods, they obtained Apple’s internal confidential information and then provided it to OpenAI, to help OpenAI move into the consumer hardware market.
Some of these people even went directly to work for OpenAI.
The hearing is scheduled for October 1 this year. Both sides are expected to present more evidence and details beforehand.
Previously, in addition to suing OpenAI, Apple also sued its former senior vice president, Tang Dan; a former Apple engineer, Liu Chang; and an Apple employee currently on the job, Peng Yuting.
The allegations claim that, through a range of methods, they obtained Apple’s internal confidential information and then provided it to OpenAI, to help OpenAI move into the consumer hardware market.
Some of these people even went directly to work for OpenAI.
The hearing is scheduled for October 1 this year. Both sides are expected to present more evidence and details beforehand.
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