MAG7里市值最高的英伟达反倒成了Peg最低的一个，当下这个时点如果极度看衰英伟达的话可以思考未来一年TPU能切走GPU多大的份额，能到10%么？ 过段时间会不会舆论风向又变了

昨晚Claude Opus 4.5发布，编程实力超越Gemini 3 Pro、GPT-5.1。才一周的时间，AI圈就完成了一次闭环式迭代。全球编码王座，又易主了。  x.com/qinbafrank/sta…

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Among the MAG7 companies, Nvidia, with the highest market capitalization, has the lowest Peg. If one is extremely bearish on Nvidia at this point, one should consider how much of the GPU market share TPUs can take away in the next year—could it reach 10%? Will public opinion shift again after a while?

Key Takeaways

• Bonk launched in late 2022, during Solana's downturn following the FTX crash. The project distributed 50% of its 100 trillion token supply, making it one of Solana's largest airdrops (approximately 50 trillion BONK distributed to approximately 297,000 wallets).

• Initially a meme token, Bonk quickly gained widespread adoption within the Solana ecosystem and is now integrated into 400+ applications, covering DeFi, NFTs, games, and more...

BONK: From Meme Coins to a Practical Flywheel

Bitcoin has broken above $90,000 and Ethereum is trading above $3,000. However, mixed on-chain data reveals a market divided between selling pressure and large outflows.
The kh...

Bitcoin surpasses $90,000 but exchange data shows increasing selling pressure

The cryptocurrency market opened the new day with green spreading across the entire price chart, marking a strong comeback after a week of deep correction. Bitcoin rebounded above the $90,000 threshold, consolidating...

Expectations of a Fed rate cut in December continue to rise, Bitcoin price recovers above $90,000

Things changed today, not just in a while.