Retail investor "leader" Serenity vs. rising stock market guru Leopold: How do these two top hunters tap into the "physical limits" of AI?
Two rising stars in AI investment, Serenity and Leopold, reveal the revaluation of underlying assets: from hidden dark horses in the chip supply chain to billions of dollars in hedge funds betting on physical bottlenecks, the era of "paying a price for computing power" has arrived.
Jae
段永平2026年买了啥？从Circle小仓到AI重仓，盘点最新持仓与市场新信号
依然重仓苹果、伯克希尔。大幅加仓英伟达，首次重仓特斯拉，布局AI产业链。首次试水加密稳定币巨头Circle，并在港股市场大举买入泡泡玛特（置换中国神华）。
137Labs
Wall Street has taken over Bitcoin and stablecoins, but where are the real money-making opportunities for retail investors?
GameFi, NFTs, and Memecoins are heading towards their own demise; altcoins may have a chance if Bitcoin breaks through.
白话区块链
Popular Reddit post: The crypto opportunity is long gone, but nobody wants to admit it.
Don't expect a classic knock-off season; there might be selective, strong performances in a very small number of narratives.
深潮TechFlow
Why Sam Altman's "hydroelectricity theory" sparked a copyright controversy
Sam Altman's claim that AI will be charged by tokens, like water and electricity, has sparked controversy over data copyright and pricing. He provides an in-depth analysis of the business logic and ethical cracks behind the "AI utility."
OmniTools
From the surge in ZEC to Vitalik's endorsement, will the privacy narrative make a comeback?
Starting with the recent surge in ZEC, this article provides an in-depth analysis of the underlying logic behind the return of the privacy sector to the forefront, and reviews ZEC and representative projects.
Biteye
PA Daily News | OpenRouter completes $113 million Series B funding round; BitMine adds 111,900 ETH last week.
Bitcoin spot ETFs saw a net outflow of $334 million yesterday, marking the seventh consecutive day of net outflows; Ethereum staking reached a record high of 39.2 million coins, representing 32.19% of the total supply; the Supreme People's Court announced it will conduct in-depth research on the adjudication rules for new types of cases involving virtual currencies.
PA日报
Bankless founder's account: Why did I sell my ETH?
It's not because I'm bearish on ETH, but because I think the argument that "ETH is currency" is outdated.
链捕手 ChainCatcher
When Contracts Become Memecoin: alt.fun, HyperEVM, and the HYPE Price Spiral
You think you're playing a meme, but you're actually helping Hyperliquid create a contract.
Bitget Wallet
Interview with former Goldman Sachs CEO: Crisis, Leadership, AI, and Advice for Young People
From childhood to Harvard, from J. Aron to CEO of Goldman Sachs, and then to looking at AI after retirement.
a16z2 authors
Trading Moments: Storage prices surged again, while BTC stubbornly held above 75,000. The market anticipates a pullback to fill the 79,000 CME gap before further declines.
The S&P 500, Nasdaq, and Japanese and South Korean stock markets hit new highs. The semiconductor index rose for the fifth consecutive day, with Micron Technology surging 20%. SK Hynix's market capitalization surpassed one trillion US dollars after Samsung Electronics. $78,000 is the main resistance level for Bitcoin. If the bulls can hold $74,900 and successfully break through $78,000, Bitcoin can rise further.
交易时刻
Xiaomi MiMo price cut by 99%, where has the price war among domestic large-format models progressed?
Xiaomi's MiMo V2.5 Pro has received a permanent price reduction, aligning its pricing with DeepSeek V4 Pro; however, Zhipu API saw a cumulative price increase of 83% in Q1. This highlights the polarization in pricing among domestic large-scale model APIs. Based on publicly available data, this article compares the actual cost differences between models that have and have not undergone price reductions, and analyzes the logic and trade-offs between the "ecosystem subsidies" of large companies and the "commercial profits" of startups.
OmniTools
The truth behind Micron's surge: It's no longer a "cyclical stock," and UBS is revaluing it as a "growth stock."
UBS has significantly raised its target price for Micron to $1,625, shifting its valuation methodology to an overall P/E ratio. Long-term agreements are improving earnings stability, and memory chips are poised for a revaluation.
XinGPT
Sam Altman: In the future, you'll buy smart devices just like you pay your utility bills.
Video
OpenAI CEO Sam Altman claimed that intelligence would become a utility like electricity, but this has drawn widespread criticism: models were trained with unauthorized data, and now the company is charging original creators by token, reigniting copyright disputes.
PA影音
225-fold return in 2 years? Unveiling the AI ​​"bottleneck" investment strategy of the mysterious researcher Serenity.
What really matters is not what he bought, but what he saw.
BruceBlue
Was the 10 AM market crash a conspiracy? Grayscale's VP explains: The on-chain anomalies you saw were just "settling accounts."
Grayscale's VP reveals the truth behind the Bitcoin ETF's "10 AM sell-off": it wasn't an institutional conspiracy, but rather a result of NAV pricing, AP subscriptions and redemptions, and market maker hedging. Tokenization is shifting from stablecoins to RWA; why are whales abandoning on-chain transactions for ETFs? A comprehensive analysis of the new market structure under the institutional wave.
深潮TechFlow
DeFi Vault 2026 Annual Report: 8 Major Sectors, Who is Rising and Who is Falling?
Vault Classification and In-Depth TVL Analysis: The Evolution of the DeFi Vault Landscape, with Differentiated Performance Among Lending, Liquidity Staking, and RWA Categories, RWA Vaults Showing a 37.8% Growth Against the Trend, Curated Models Emerging, and Key Trends All Covered.
链捕手 ChainCatcher
X List of 50 Top US Stock Investors and Traders (De-noiseed)
This article compiles a list of 50 of the most noteworthy US stock investment/trading accounts, providing you with a quick and comprehensive source of information on US stocks and tech stocks.
Biteye
从矿池到火星：王纯为何会坐进SpaceX驾驶舱？
F2Pool 联创王纯将担任 SpaceX 首次商业载人星际飞行任务指挥官，从矿池到火星，加密经济与商业航天正在共同推动文明升级。
CryptoPulse
The Beacon Season 1 blockchain game launches: a complete guide to the 7.7 million BCN prize pool and treasure chest gameplay.
We provide step-by-step tutorials and guides, detailing the dungeon's Shadow Shard farming, Kraken Clash betting, and chest reward mechanics. Free players can also claim cosmetic items.
Odaily星球日报