AI infrastructure is evolving from a "CapEx cycle" within the tech industry into a financing cycle jointly borne by the entire financial system.

Bank of America Securities Chief Investment Strategist Michael Hartnett argues in his latest report that there is no need to pick sides between bulls and bears; investors might instead consider allocating to two asset classes simultaneously.

Clarity Act fading? SEC's new policy is the real catalyst.

The financialization of computing power is moving from product narratives to real demand, with debt financing and public procurement driving genuine hedging needs.

Computing power is transitioning from an IT cost to a capital asset, and the uncertainty surrounding future rental income and residual value is turning it into a new financial risk exposure.

As we enter a compounding era on one hand, and debate actively suppressing future yields on the other, Ethereum's staking logic is undergoing a fundamental shift.

Breaking Down Three New Cloud Models: CoreWeave, Nebius, and Cerebras

Smart money is treating current prices as entry points, steadily accumulating at the bottom.

In just 82 days, the valuation has surged more than fivefold — what's Stripe's rationale?

With token prices soaring over 10x, will the market buy into the TapeOut on-chain mining machine narrative?

Chips, electricity, depreciation, and debt are eating into profit margins

The most important 5 habits for the future in the AI era

This week, the market is at a critical structural validation stage: whether BTC's daily adjustment can stabilize above $60,950, and whether HYPE can effectively hold the $58–$58.5 resistance zone to form a departure segment from the consolidation zone—these are the two core observation points that will determine the direction of the market.

Gold is the best hedge against dollar depreciation, bond market collapse, and political risk.

If you want institutional money, get a license first.

Acquired by Stripe.