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What have the KOLs in the crypto world been talking about in the past 24 hours?
Note: The following content is compiled from platform X and represents personal opinions only. It does not represent the position of this platform and does not constitute investment advice.
The "strict father" of the crypto is about to make a move: the list of insider traders has been locked down and will be revealed on the 26th!
Bitcoin Deer, a mining company with a market capitalization of $1.9 billion, has sparked controversy by selling off its entire Bitcoin holdings.
International online discussions: Will AI trigger a financial crisis in 2028?
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https://www.bitpush.news/articles/7613842 ;
https://www.bitpush.news/articles/7613859
Popular replies:
First, the claim that SaaS will die out by 2026 is unreliable. Currently, AI accuracy is only 95% to 99%, and this is an inherent characteristic of GenAI. Which company would be willing to accept such inaccuracy in a mission-critical business? Would you dare use software generated by Vibe Code to file taxes? Would you dare use software generated by Vibe Code to build a building?
Currently, people are cheaper than tokens. Try running a few tasks with Lobster and see; even something as simple as checking flight tickets is more expensive than people.
First comes inflation, then deflation, but there's still a long time in between, depending on when AI productivity will materialize and the race to capitalize expenditures.
AI will undoubtedly bring about massive unemployment and a distribution crisis, and may even trigger a severe recession. However, I don't think the most extreme scenario of an "unprecedented financial crisis + a US stock market crash" is likely to occur in 2028 (20-30%?). A more probable scenario is "Japanese-style long-term stagnation + class solidification + inflation and asset bubbles coexisting."
Since AI can raise a lot of money just by telling a story, why don't these people just go back to the AI industry?
Private equity mogul Dan Bin comments on Brother Sun
Popular replies:
You can doubt Sun Ge's character, but you can't doubt the foresight of his investment philosophy. I remember back in 2018, many of the things he talked about on his blog on Himalaya FM have come true.
Dan Bin is quite famous, and his shift to investing in AI shows that he is also keeping up with new market trends.
Learn from young people; admire Dan Bin's breadth of vision and ambition.
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