
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。
Cerebras IPO:488 億美元估值,「輝達挑戰者」是泡沫還是新王?
CBRS 這筆 IPO,作為事件,是 2026 年最值得關注的 AI 硬體資本事件。
2026-05-12
投資
AI

US stocks hit new highs day after day, are you starting to get scared?
The index continues to rise, yet making money is increasingly dependent on a few main themes. So the real danger isn’t missing the rally, but holding onto the position habits from when the market was at lower levels.
2026-05-12
投資
期權
AI

Bitcoin on-chain indicators are turning positive. Are we about to emerge from the bear market?
The most恐慌阶段可能已经过去,但宣告新牛市開啟還為時過早。
2026-05-12
BTC

币股风向标丨上市公司单周BTC净买入骤降逾80%,Coinbase、Block 首次逆势增持;Bitmine ETH持仓量增至约 520.6 万枚,目标为年内持有5%流通量的ETH(5月12日)
海外投資者美股配置比例達63%,超過網際網路泡沫時期的峰值。
2026-05-12
BTC
ETH
金融
投資
Solana
Strategy

Peer-to-Pool + 100% Buyback: Deconstructing the "Flywheel Engine" of Base's New Dark Horse, POD
What Dolphin aims to do is transform the world's idle GPUs into a "money-making AI computing network."
2026-05-12
Base
AI

Solana 基金會與 Google 合作推出 Pay.sh,能否打通智能體經濟中 Web2 與 Web3 的支付鏈路?
深入一線探尋並篩選當前發生的熱點事件,並進行價值解讀、點評與原理分析。
2026-05-12
Solana
x402

Apyx:當Saylor的股息流進DeFi
這是TradFi和DeFi第一次以現金流的方式,認真地握了一次手。
2026-05-12
BTC
穩定幣
DeFi
RWA
Strategy

Distribution is King: Robinhood is Eating the Prediction Market
The Survival Crisis of Kalshi and Polymarket: Robinhood Is Building an Uncopyable Distribution Moat with Prediction Markets + Full Asset Integration.
2026-05-12
Robinhood
預測市場

Arthur Hayes最新長文:AI泡沫就是最大的機會
牛市來了,我閉眼買入。趁烏合之眾還沒醒來,趁AI泡沫還沒破裂。
2026-05-12
BTC
金融
貨幣

SK海力士繼承者們:當財閥劇本失靈之後
當海力士成為地緣政治資產,繼承就不再是家事
2026-05-12
產業
AI

A9神話到負債百萬,Meme玩家5年沉浮錄
靠 TRUMP 賺了接近一個億,結果全賠在 Meme 抄底上。
2026-05-12
狗狗幣
Meme
川普

Anthropic和OpenAI,親手斬斷了盤前幣股的邏輯
你以為你買的是公司股票,但大廠隨時可以宣布轉讓無效。
2026-05-12
投資
AI

AI基建三條線,誰先漲、誰最猛、誰還能追?
別只盯著模型熱不熱,真正把AI行情推上去的,是背後的三條硬基建線。
2026-05-12
產業
AI

BTC's Three Post-Market Projections & a Clash of Two Forces | Expert Analysis
From a bullish perspective, an A-B-C three-wave decline has terminated at $60,000, and a new upward wave has initiated; two bearish projections respectively point to a breakdown decline after the D-wave rebound ends and a larger-scale C-wave sell-off.
2026-05-12
BTC
投資
技術

Circle Releases Arc Whitepaper: What Early Interaction Opportunities Exist?
60% of Total Supply Reserved for Ecosystem, Community Activities Are Key.
2026-05-12
Circle
空投
Arc Chain

24H Hot Coins & Headlines|Circle Posts $42M Revenue in Q1, Price Surges to $134; U.S. President Trump to Make State Visit to China (May 12)
Polymarket IPO Date Seemingly Disclosed, Possibly December 31 This Year.
2026-05-12
ETH
Circle
FTX
AI
馬斯克
川普






