ARK 木头姐基金的每年报告，是每个投资人必看文摘。
看了很久，一直没时间撰写感想，今天结合晚上space发表一下。
2024年核心主题：大胆构想2024，打破常规，定义未来。
其中从：AI，BTC，智能合约，数字支付，精准医疗，新能源，自动驾驶，回收火箭，3D打印等多个领域做了分析。 

Twitter

The annual report of ARK Cathie Wood Fund is a must-read digest for every investor.
I’ve been watching it for a long time and haven’t had time to write down my thoughts, so I’ll post it today in space tonight.
The core theme of 2024: boldly imagine 2024, break the rules and define the future.
Among them, analysis was conducted from many fields: AI, BTC, smart contracts, digital payments, precision medicine, new energy, autonomous driving, recycled rockets, 3D printing and other fields. 

The most visible bitcoin buyers in the world are buying at near-record pace. It is not enough.
A CryptoQuant weekly report showed overall 30-day apparent demand at negative 63,000 $BTC as of late Marc...

Five data sources say the same thing about bitcoin market. It's thinning from the inside

I. It suddenly started charging money, but you probably didn't even notice.

You might have seen pages like these:

- "Probability of Trump winning the 2024 election: 51.3%"

- "Probability of the Fed cutting interest rates in March: 68.7%"

- "LPL Spring Split Finals, BLG's odds of winning: 1.39"

This isn't a betting website, nor is it media commentary; it's a special entity in the Web3 world—a prediction market.

Simply put, it's a mechanism where you "vote" with real money: you believe something will...

Polymarket, the world's largest prediction market, has started charging fees! Behind this lies a sobering struggle over regulation, survival, and timing.

The current crypto market is in a crucial transitional phase. After months of correction, Bitcoin has recently rebounded slightly and retested a key support level it had previously breached. However, overall, the market recovery remains fragile, and the trend remains vulnerable. Accumulating macroeconomic pressures, weakening liquidity, and approaching key policy events are causing a shift in market pricing logic. Entering April, while there are seasonally stronger expectations, historical performance has been highly divergent, suggesting that market movements are more likely to be driven by liquidity, positioning, and macroeconomic catalysts, rather than simple cyclical repetition.

Support repeatedly validated: Trend fragile...

BIT Research: Bitcoin Approaching Key Support, April May Be a Decisive Period for Direction

核心讲讲AI：
我们通过AI翻译，做了双语版的中英文翻译，需要报告的伙伴，可以咨询电报账号，TG:http://t.me/Rocky_Bitcoin  完成小任务，免费获得。
（GPT4+Web3投研课伙伴在群里直接分享。2024挑战赛伙伴在云盘中已经共享。请各位查收） 

Core talk about AI:
We have made bilingual Chinese and English translations through AI translation. Partners who need to report can consult their Telegram account, TG: http://t.me/Rocky_Bitcoin. Complete small tasks and get them for free.
(GPT4+Web3 investment research class partners share directly in the group. 2024 challenge partners have been shared in the cloud disk. Please check)

ARK预测，AI的突破，将是颠覆式创新的根源，会在生物科技，无人驾驶，机器人，能源材料创新等领域带来范式革命。
并预测，到2030年，颠覆式创新将带来每年40%的产业增长。全球股票市值来计算，从现在23年的颠覆创新领域的19万亿市值，增长到220万亿，11.5倍增幅。 

ARK predicts that breakthroughs in AI will be the source of disruptive innovation and will bring paradigm revolutions in fields such as biotechnology, driverless driving, robotics, and energy materials innovation.
It is also predicted that by 2030, disruptive innovation will bring about 40% annual industry growth. Calculated in terms of global stock market value, the market value in the field of disruptive innovation has grown from 19 trillion in 23 years to 220 trillion, an increase of 11.5 times.

而这种增幅，昨天英伟达股票中，已经展现。英伟达股票马上要突破2万亿美金大关。而2022年10月份，它的股票价格最低108美金，市值仅仅2700亿美金，而一年多，增长了7.2倍。
所以区块链相关的 #AI 项目，要打开想象空间，我预言会诞生千亿级别的 Web3 AI赛道的龙头项目。而目前 #TAO FDV市值也仅仅120亿 

And this kind of growth has already been shown in Nvidia stock yesterday. Nvidia stock is about to break the $2 trillion mark. In October 2022, its stock price was as low as 108 US dollars, and its market value was only 270 billion US dollars. In more than a year, it increased 7.2 times.
Therefore, blockchain-related #AI projects need to open up the imagination. I predict that a leading project in the Web3 AI track with a scale of hundreds of billions will be born. The current market value of #TAO FDV is only 12 billion

人工智能会在4个领域带来颠覆：
1.内容生产，例如文字，图像，影视，游戏等
2.云计算，以 #AI 为驱动的新型软件服务公司，现在的web2 软件都可以基于AI重塑一次。
3.智能设备，这里包含AI人行机器人，家庭智能管家，自动驾驶等
4.科技领域，材料学和生物学，将基于AI模型的深度模拟和运行，带来颠覆。 

Artificial intelligence will bring disruption in 4 areas:
1. Content production, such as text, images, films, games, etc.
2. Cloud computing, a new software service company driven by #AI, the current web2 software can be reshaped based on AI.
3. Smart devices, including AI pedestrian robots, home smart housekeepers, autonomous driving, etc.
4. In the fields of science and technology, materials science and biology, deep simulation and operation based on AI models will bring about subversion.

相关 #AI 的往期分享：
1. #AI 是新生产力，Web3是新生产关系：https://twitter.com/rocky_bitcoin/status/1651261347999670272?s=46
2. #AI 赛道的关注项目：https://twitter.com/rocky_bitcoin/status/1730610433516789795?s=46

Previous sharings related to #AI:
1. #AI is the new productivity, Web3 is the new production relationship: https://twitter.com/rocky_bitcoin/status/1651261347999670272?s=46
2. Projects of concern on the #AI track: https://twitter.com/rocky_bitcoin/status/1730610433516789795?s=46

由于时间关系，Space马上开始，今天分享这么多。有空多看报告，里面有更详细描述。
最后，假如您喜欢今天的文章，并对您有帮助，请多多转发和点赞，您的支持，是我们最大的鼓励。感谢🙏🙏

Due to time constraints, Space will start immediately and I will share so much today. Read the report when you have time, it will be described in more detail.
Finally, if you like today's article and it is helpful to you, please forward it and like it. Your support is our greatest encouragement. Thank you🙏🙏