Arthur Hayes' fund Maelstrom has fully liquidated its AI stock holdings, reduced its cryptocurrency positions, and increased allocations to energy production companies.

The market isn't really concerned about a single system update; the real question is whether Apple can embed AI into the world's largest consumer electronics ecosystem.

"There is no bubble in the Taiwan AI supply chain. The real risk lies not across the strait, but in the capital expenditures of hyperscale cloud service providers."

Turns out, fans are Arthur Hayes' liquidity exit.

Strategy Continues to Increase Holdings at Low Levels Despite Over $10 Billion in Unrealized Losses; ETH and SOL Corporate Treasury Losses Widen.

Where does storage offer the best value?

SpaceX is reportedly set to list on the Nasdaq on June 12, with an offering price of $135 per share. Investors are focused on the IPO timeline, valuation rationality, and how to participate in related opportunities through SPACEX(PRE) and SPCX.

The ultimate winner will not be the company with the most GPUs.

What truly constitutes deep research in the age of AI, and how to build a complementary collaborative relationship between humans and AI.

LP: Can you give me the most direct, no-nonsense strategy for making money?

This article analyzes the AI Agent economy, AI Payment, AI Protocol, and AIFi, pointing out that current AI Payment remains largely in the H2A stage, while the real trend will be the A2A ecosystem and the Agent Autonomous economy. As AI Agents gradually become independent economic entities, AI Protocol and Crypto Protocol will converge, driving the identification, exchange, and capitalization of AI-native value.

Market news: SBF officially applies for a pardon from Trump.

Navigating Global Asset Allocation in the Second Half Under the Twin Themes of Trade Friction and AI.

Genius, Wealth, and a Party That's Not Over Yet

The new information poor are not those without AI, but those who have AI and answers, yet are unable to turn those answers into opportunities.

A full-scale rout triggered by the nonfarm payrolls report.