"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."

It turns out that fans are the liquidity exit for Arthur Hayes.

In order to develop STRC, Strategy chose to sacrifice the core metric of MSTR: "Bitcoin holdings per share."

優秀的穩定幣不應只是價值的「錨」，更應成為用戶財富持續增長的工具。

When risk is no longer about "sudden liquidation," that might be the starting point for the next evolution of DeFi.

Despite unrealized losses exceeding tens of billions, Strategy continues to accumulate at lower prices; losses for corporate treasuries holding ETH and SOL are expanding.

Capital is flowing into card issuance, compliance, clearing, settlement, and enterprise APIs. The dividends of stablecoin payments are shifting from the "card" to the "infrastructure."

頂級獨角獸，終向散戶敞開大門。

最近，一條關於遊戲內機器人氾濫的爭議解決引起了 GMA 的關注 —— Abstract 鏈上的競技性烘焙遊戲 Rugpull Bakery 在第二賽季中陷入了自動化腳本氾濫引起的爭議，玩家指責機器人帳號破壞公平性，而團隊最終選擇在第三賽季將其「合法化」並新增 30% 被動獎池。

Where is the cost-performance advantage of memory?

這是教科書式的「流動性傳導失敗」，也是深熊殘酷性的典型樣本。

The four major peak signals have not been fully triggered yet, but each one is closer to the warning line than at the beginning of the year – the window is still open, but it is slowly narrowing.

私鑰洩露、代幣增發，熊市鬧劇永不停歇。

SpaceX或將於6月12日在納斯達克上市，傳發行價為每股135美元。投資者關注IPO時間、估值合理性，以及如何透過SPACEX(PRE)與SPCX參與相關機會。

最終勝出的公司，不會是擁有最多GPU的那一家。

The concept of the "UEX All-in-One Exchange" – enabling investment in global assets from a single account – has become the core proposition for breaking the deadlock.