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CZ's New Interview: AI and Biotechnology are great, but I still dedicate 80% of my energy to blockchain.
Nothing can replace Bitcoin yet; micropayments, agent payments, agentic money... these will all come.
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SK Hynix becomes a "traitor to the capitalists," Samsung employees strike.
With 50,000 workers laid off for 18 days, is the global chip supply about to be cut off?
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Cerebras IPO: $48.8 billion valuation, is the "Nvidia Challenger" a bubble or a new king?
Cerebras' IPO valuation of $48.8 billion and a price-to-sales ratio of 95 reveal three paradoxes: profits rely on accounting adjustments, 86% of revenue comes from related parties in the UAE, and actual losses are widening. Is Cerebras a challenger to Nvidia or a narrowband replacement? A deep dive into the prospectus reveals the truth.
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CoreWeave, which Duan Yongping bought at the bottom, is now turning into a fierce battleground between bulls and bears.
Duan Yongping invested $20 million in CoreWeave, but the stock price plummeted 11%. Q1 revenue doubled but losses widened, and Q2 guidance fell far short of expectations. A nearly $100 billion order backlog contrasts sharply with a 1% operating profit margin, and insiders continue to sell. Is this a turning point or a trap in the battle between bulls and bears at this AI computing giant?
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The real-life inspiration for "The Big Short" makes a major investment: shorting Nvidia and going long on software stocks "scared away" by AI.
Michael Burry (the inspiration for the movie "The Big Short"), who rose to fame during the 2008 subprime mortgage crisis, is increasing his short positions on AI leaders Nvidia and Palantir, and expanding his shorting scope to semiconductor ETFs and Nasdaq ETFs. At the same time, he is buying traditional software stocks such as Adobe and Autodesk, which have been suppressed by the AI ​​narrative, to build a complete AI bubble repricing portfolio.
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Consensus Conference in Miami: Some of the most influential men in the crypto industry personally tore up each other's scripts.
Arthur Hayes vehemently denounces regulatory victory, Saylor hints at possible cryptocurrency sales, CZ announces return to the US...
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A Comprehensive Guide to $UORE: A V4 Hook Project That Integrates Mining, Lotteries, and NFTs into a Single Transaction
Uniswap V4 Hook narrative welcomes a new project, $UORE, which integrates on-chain mining, coin purchase lottery, automatic NFT generation and deflationary burning in a four-in-one mining mechanism. Its high gas cost has sparked controversy, causing drastic fluctuations in market value and posing extremely high risks.
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2026 Crypto Funding Reshuffle: Gaming and DePIN are Dead, Two Prediction Market Deals Eat Up 18% of Total Funding for the Year
Gaming and DeFi funding is nearly exhausted, prediction markets Kalshi and Polymarket have raised more money than DeFi combined, M&A deals are matching seed rounds, and capital is shifting towards acquiring leading companies.
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A Silicon Valley AI researcher's 10-day trip to China: Humble, open, no philosophical discussions, just focused on training better models
Chinese AI labs are humble and pragmatic, focusing on training better models, which is very different from the zero-sum atmosphere in the West. DeepSeek has been highly praised and there is widespread optimism about the future of technology and robotics.
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Coinbase reported a net loss of nearly $400 million, but this could be its most valuable earnings report ever.
Trading revenue halved, but derivatives and prediction markets boomed, with 12 product lines generating over 100 million RMB in annualized returns, transforming into a comprehensive financial platform.
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Selling off Nvidia shares and buying fuel cells: The "physics arbitrage" logic of a 24-year-old genius investor.
A 24-year-old genius manages a $5.5 billion AI hedge fund, liquidating his Nvidia holdings and heavily investing in Bloom Energy and Bitcoin mining companies, betting on energy infrastructure. His investment logic is fully dissected.
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Making a fortune without buying Nvidia! The circle of the new US stock market guru is the biggest Alpha.
A 24-year-old German genius fund bet on AI infrastructure, refusing to buy Nvidia and focusing instead on power and chips, resulting in a 61% increase in two months. The portfolio reveals how the information advantage of the circle creates returns.
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Ethena's 100 Billion Dollar Buyback: Market Accumulation or a Self-Directed Performance?
Is this "repurchase" of 25% of the circulating shares a genuine market accumulation or a carefully orchestrated inventory transfer?
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DeepMind founder visits Y Combinator: Only two pieces of the puzzle are missing to reach AGI; Agents are just getting started.
Demis Hassabis shares an AGI timeline and startup advice, pointing out that general artificial intelligence may be realized by 2030, and deep tech entrepreneurs must plan ahead. Where will the next scientific breakthrough be after AlphaFold? How to address reasoning flaws and memory bottlenecks? The podcast highlights all the key points.
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YC's 199 Roadshow Recap: 60% of Projects Go All in AI, 87% of Entrepreneurs Are Doing B2B
AI assistants are disappearing, hardware is making a comeback, and founders are returning to their old companies.
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