The AI narrative is not over, but capital is shifting from broad CapEx themes to verifiable areas such as storage, optical interconnects, power, and data center infrastructure.

Just yesterday, news broke about the delay of Nvidia's "Kyber rack" project, and today SemiAnalysis has dropped a blockbuster forecast: AI debt will surpass $7 trillion by 2029. Nvidia is underwriting this massive financing with its own 'AA-rated' credit, transforming into an 'AI Central Bank'.

The two main pathways are: directly entering jurisdictions with mature regulatory frameworks, and adopting the technical pathway of on-chain native platforms.

Samsung and SK Hynix still supported by AI, testing short-term rally sustainability

Options data is now more critical.

How exactly is MiCA’s CASP authorization categorized, and what are the differences in regulatory requirements faced by various platforms?

South Korean BTC Treasury Listed Company K Wave Media Liquidates Position, Exits the Bitcoin Treasury Company Ranks.

Whoever gives the president face first will get a good deal from the president first.

钞能力治理攻击：2000万美元BONK是如何被「合法」投走的？

Hong Kong is evolving from a wealth management center into a “technology transit hub.”

SK Hynix is set to list on the Nasdaq under the ticker SKHY, raising approximately $29 billion in what would be the largest ADR offering in history. This article provides a one-stop overview of the listing time, stock ticker, issuance scale, and key investment points.

USDC Rises in Europe, What’s OUSD Trying to Capitalize On?

Another kind of comeback: imp, a former Samsung player, went all-in on Samsung after experiencing career and life highs and lows.

Trump Responds on Whether the "Trump Account" Includes Bitcoin: It Could Happen.

"Everyone is using past efficiency curves to understand AI, but the real leap hasn't come yet. There may still be four to ten orders of magnitude left in the production of intelligence."

BiCS-10 is not a short-term catalyst; AI SSD is the medium-term main theme