From how blocks are built, to how transactions are executed, to how on-chain state is charged, Ethereum is re-laying the foundation for a higher Gas Limit.

穩定幣浮動收益預估7%

In Q1 2026, USDC on-chain transaction volume reached $30 trillion, accounting for 80% of all dollar stablecoin transactions.

“Among all existing assets today, BTC offers one of the widest margins of safety, even if the final low is about 15-20% lower from here.”

真正方向，仍需待財報季驗證。

Meta計畫出售過剩算力，擊碎了「算力絕對稀缺」信仰，股價單日暴漲10%，創下年內最佳表現，而晶片等AI硬體則遭遇重挫。

比特幣跌破6萬美元、上半年累計下跌約30%，但渣打銀行仍維持年底10萬美元目標，認為回調或許是買入機會。本文將結合Bernstein觀點、ETF資金流及關鍵價位，分析7月BTC能否反彈。

Gemini and DeepSeek craft scripts for upsets and dark horses; Grok and Qwen nail the small-margin scores in popular matchups; ChatGPT and Claude are better suited for analyzing match processes.

伊朗準備向除以色列以外的所有國家出售石油。

不是因为运气，是把「赌」变成了一套稳健的系统。

產業鏈邏輯正確，但定價空間已經狹窄。

Murata仍是多頭核心倉位，但對沖基金已開始尋找高估值空頭

當 AI Agent 成為可以被調用、交易和組合的生產力，OKX 選擇持續為它建設經濟基礎設施。

In the past narrative of AI, there was a line of thinking: inference efficiency would kill the demand for chips. However, the reality is that the cheaper AI becomes, the more valuable physical computing power gets—every dollar that model companies slash from their prices ultimately flows into the pockets of chip and wafer fabs.

AI需求正推高PCB、光互連和SiC熱度

CRCL hit by OUSD; patiently waiting for deep dips for DCA.