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深潮TechFlow
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特邀专栏作者
深潮TechFlow是区块链行业原创深度媒体
Investor Bill Ackman: Sold Alphabet, Added Microsoft, Betting on AI Infrastructure
$14 Billion in Just 11 Stocks, Recently Reduced Google Position to Swap in $2 Billion for Microsoft—If You Want to Copy His Moves, You Can Directly Buy the PSUS Fund
2026-07-22
投資
AI
Investor Bill Ackman: Sold Alphabet, Added Microsoft, Betting on AI Infrastructure
GSR資管負責人:判斷這輪反彈真偽,只需緊盯Aave上的一個數字
"如果Aave的借幣利率和國債收益率差不多,說明沒人急著上槓桿,離真正的趨勢反轉還很遠。"
2026-07-22
BTC
投資
DeFi
GSR資管負責人:判斷這輪反彈真偽,只需緊盯Aave上的一個數字
OpenAI的至暗一週:蘋果起訴、甲骨文降級、AI價格戰
這家估值千億的AI巨頭,會不會成為史上最大的科技泡沫?
2026-07-21
金融
投資
AI
OpenAI的至暗一週:蘋果起訴、甲骨文降級、AI價格戰
标普低波指数「反着走」,美股要变天?
历史数据显示,这种信号往往预示股市和科技股接下来表现不佳。
2026-07-21
投資
AI
标普低波指数「反着走」,美股要变天?
前紐約證交所做市員:BTC 見底要看這 7 項信號,別只盯一個價格
「如果你在等 BTC 4 萬到 5 萬,按 M2 貨幣供應調整後,你已經等到了。」
2026-07-20
BTC
貨幣
前紐約證交所做市員:BTC 見底要看這 7 項信號,別只盯一個價格
Dialogue with CZ: Don’t think about quitting crypto. If I had to start over, I would still build an exchange.
“You wouldn’t quit the internet, you wouldn’t quit AI, and you shouldn’t quit crypto. It’s a technology, not speculative chips.”
2026-07-17
交易所
創始人
CZ
Dialogue with CZ: Don’t think about quitting crypto. If I had to start over, I would still build an exchange.
特朗普的帖子以毫秒级速度卖给华尔街,细数Truth Social母公司的「影响力生意经」
一位现任总统的社交媒体平台将信息优势明码标价卖给华尔街这件事,在监管和伦理上,真的没有边界吗?
2026-07-17
金融
川普
特朗普的帖子以毫秒级速度卖给华尔街,细数Truth Social母公司的「影响力生意经」
Stripe 534億美元收購PayPal:穩定幣帝國的最後一塊拼圖
這可能是穩定幣戰爭從「技術競賽」轉向「客戶爭奪」的標誌性時刻。
2026-07-17
穩定幣
貨幣
Stripe 534億美元收購PayPal:穩定幣帝國的最後一塊拼圖
Opinion: Ordinary investors cannot buy value; there will be no more altcoin cycles
The main problem tokens solve is allowing early investors to exit without the company having to create value.
2026-07-16
ETH
投資
Opinion: Ordinary investors cannot buy value; there will be no more altcoin cycles
Quantum computing is about to crack BTC? The truth is, it won't happen until at least 2035
The US National Institute of Standards and Technology/National Security Agency has set a target of 2035 for phasing out vulnerable cryptography.
2026-07-16
安全
BTC
Quantum computing is about to crack BTC? The truth is, it won't happen until at least 2035
一个老外眼裡的智譜AI:模型免費、巨額虧損,市值為何一度超過美團?
清華血統、國資背書、73.7%營收來自國企私有化部署,這才是智譜真正在賣的東西。
2026-07-15
投資
技術
AI
一个老外眼裡的智譜AI:模型免費、巨額虧損,市值為何一度超過美團?
2026-07-15
區塊鏈
金融
DeFi
a16z: Traditional Finance Doesn’t Want DeFi, It Only Wants Blockchain as the Infrastructure Layer
OpenAI 與 Anthropic 的 IPO 對決:兆元估值、價格戰與中國開源轉向
Anthropic 可能以三兆美元估值上市,但你的 token 帳單每 45 天翻一倍,ROI 卻接近零。
2026-07-14
投資
創始人
AI
OpenAI 與 Anthropic 的 IPO 對決:兆元估值、價格戰與中國開源轉向
“Sell the News” or Cycle Top? The Real Logic Behind the Plummeting Stock Prices of Samsung and SK Hynix
For every $100 of memory sold, SK Hynix takes $72 in profit. Are the memory kings being misunderstood?
2026-07-13
投資
AI
“Sell the News” or Cycle Top? The Real Logic Behind the Plummeting Stock Prices of Samsung and SK Hynix