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聖誕行情、還是2000年泡沫重演?華爾街兩大歷史劇本正面交鋒
AI
聖誕行情、還是2000年泡沫重演?華爾街兩大歷史劇本正面交鋒
當聖誕行情敘事與2000年科技泡沫幽靈正面交鋒,華爾街最難判斷的方向性時刻悄然降臨。德銀援引近百年數據力挺年底反彈,BTIG卻以費城半導體指數崩潰為模板發出警告——期權市場零恐慌、僅一個板塊超賣、兩大科技財報遭拋售,真正的出清從未發生。答案或許藏在本週五的收盤價裡。
聖誕行情、還是2000年泡沫重演?華爾街兩大歷史劇本正面交鋒
在幣安被盜63億美元前夜,Vitalik剛警告中心化防禦的脆弱性
聚合器 Hooks 把外部流動性裝進 v4,Uniswap 打的什麼算盤?
Global Bond Market Simultaneous Sell-off: Are We at Another Turning Point?
The baseline has shifted, causing a major earthquake in the global bond market.
2026-05-20
金融
投資
Global Bond Market Simultaneous Sell-off: Are We at Another Turning Point?
Morse code 「偷了」Bankr 44 萬美元,AI 代理間信任再失守
Grok 沒有 bug,Bankrbot 沒有 bug,它們只是各自做了自己被設計來做的事。
2026-05-20
錢包
安全
Morse code 「偷了」Bankr 44 萬美元,AI 代理間信任再失守
谷歌I/O大會All in AI:Gemini模型上新,搜尋框25年來最大改版,AI眼鏡回歸,Spark智能體首秀
谷歌正試圖把AI嵌入整個互聯網入口體系——搜尋、Android、辦公、視頻乃至下一代硬體。
2026-05-20
Gemini
AI
谷歌I/O大會All in AI:Gemini模型上新,搜尋框25年來最大改版,AI眼鏡回歸,Spark智能體首秀
Nvidia earnings countdown: Beating expectations is basically a given, but Wall Street cares most about these five issues
Bank of America expects Nvidia's quarterly revenue to reach $83 billion to $84 billion, exceeding management guidance by about 7%.
2026-05-20
AI
Nvidia earnings countdown: Beating expectations is basically a given, but Wall Street cares most about these five issues
段永平建倉Circle,他在賭什麼?
段永平的投資哲學一向秉持「看不懂的不投」。
2026-05-20
穩定幣
Circle
段永平建倉Circle,他在賭什麼?
Why is HYPE still surging? Has it peaked?
The Hope of the Entire Village: Hyperliquid Expands from Perp DEX to a Full-Category On-Chain Trading System.
2026-05-20
USDC
RWA
預測市場
Perp DEX
Why is HYPE still surging? Has it peaked?
2026-05-20
BTC
ETH
穩定幣
投資
政策
Circle
AI
馬斯克
川普
24H Trending Tokens & Headlines|US-Iran Talks Make Little Progress; Duan Yongping Opens New Position in Circle in Q1 (May 20)
世界正面對新一輪通膨,「長債風暴」席捲全球
長端利率全球共振上行,一個利率長期高企的新時代或許已悄然降臨。
2026-05-19
投資
世界正面對新一輪通膨,「長債風暴」席捲全球
開發者數量腰斬之後:Crypto沒有死,只是把人才讓給了AI
加密開發者減半,「老兵」轉戰AI基礎設施迎來新機遇
2026-05-19
開發者
AI
開發者數量腰斬之後:Crypto沒有死,只是把人才讓給了AI
老將出走、升級延期,以太坊基金會重組迎來「大考」
短短數月,多名核心成員相繼離開以太坊基金會(EF),讓本就士氣低迷的以太坊社區進一步受挫,尤其在當前 ETH 價格表現相對低迷之際。
2026-05-19
ETH
老將出走、升級延期,以太坊基金會重組迎來「大考」
With the World Cup approaching, sports are entering an era of "fractional finance."
Beyond prediction markets, this industry is also quietly heating up.
2026-05-19
NFT
預測市場
With the World Cup approaching, sports are entering an era of "fractional finance."
Vitalik's latest long article: In the age of AI, how can code become safer?
When AI starts automatically finding bugs, Vitalik's answer is "formal verification"
2026-05-19
Vitalik
技術
AI
Vitalik's latest long article: In the age of AI, how can code become safer?
2026-05-19
BTC
區塊鏈
金融
政策
貨幣
Iran is collecting Bitcoin on the surface while threatening to cut off internet cables underwater, systematically "strangling" the dollar system
The Second Half of the Ratio Repair: Gold Steps Aside, When Will Bitcoin Take the Stage?
Technical signals are approaching a golden cross, suggesting Bitcoin could outperform Gold in the second half of the year.
2026-05-19
BTC
貨幣
The Second Half of the Ratio Repair: Gold Steps Aside, When Will Bitcoin Take the Stage?
Walsh to Shrink the Balance Sheet? Bank of America: It’s Probably Just “All Bark and No Bite”
The newly appointed Federal Reserve Chairman, Kevin Warsh, is perceived as a hawk on shrinking the balance sheet, causing market anxiety to intensify. However, Bank of America bluntly states that regardless of scale or composition, Warsh’s maneuvering room is extremely limited, and the direct impact on the market is nearly zero. The real key to change may lie in a mechanism reform overlooked by the mainstream—aligning the standing repo rate for banks with the interest rate on reserves.
2026-05-19
政策
貨幣
Walsh to Shrink the Balance Sheet? Bank of America: It’s Probably Just “All Bark and No Bite”