Robinhood這個大房客，讓Arbitrum開張收租。

In 2026, crypto market funds did not disappear but shifted from Bitcoin ETFs to the AI and semiconductor sectors. Bitcoin funds saw net outflows of approximately $12 billion, while semiconductor ETFs attracted over $20 billion in inflows, indicating that capital simply moved to a different high-volatility track.

舊時代的船隻無法抵達新大陸，還是連環衝擊下的絕處逢生？

設備股下一波行情，要看台積電、三星和英特爾

USDC 縮量、Robinhood 發鏈、Strategy 賣幣，它們正被哪些新變數重新定價？

The next chapter of the story may no longer star those selling GPUs and HBM, but those using GPUs and HBM to build the next generation of the internet. Capital is flowing from the "shovel sellers" to the "shovel users" — this is not the funeral of AI, but a redistribution of profits within the AI supply chain.

注意力不值钱了。

Saylor has once again pulled a fast one.

Unlike DappRadar, Zapper actually had many opportunities.

美光科技宣佈將美國本土製造投資提升至2500億美元，目標在2035年前實現40%的DRAM在美生產，並創造超過9萬個就業崗位。

Bitcoin entity-adjusted realized losses for long-term holders hit a 3.5-year high, reaching $280 million/day.

算力是國王，能源是瓶頸，但最不對稱的賭注，是那些還沒被分發的智慧。

三條路沒有一條走得通，日本央行能選的，只是輸得慢一點還是慘一點。

ADR定價約158.26美元，發行規模約282億美元，為外國公司美國上市歷史之最。

Goldman Sachs is bullish on Microsoft, but earnings need to prove AI investments can turn into cloud revenue.

When security risks expand from a single point into a connected chain, user defenses must also evolve from merely protecting private keys into a comprehensive set of habits.