中国缺芯
已有的算力很快就会到天花板
而租用第三方算力本质上是让中间商赚差价
这就是为什么，美股大科技的ai基建capex如此之高的原因
模型同质化的时代，得算力者得天下！
https://twitter.com/rickawsb/status/2022212544690266127

Twitter

China is facing a chip shortage; existing computing power will soon reach its limit; and renting third-party computing power essentially allows intermediaries to profit from the difference. This is why the capex (capital expenditure) of AI infrastructure in the US tech sector is so high. In an era of model homogenization, whoever controls computing power controls the market!

https://twitter.com/rickawsb/status/2022212544690266127

This trader made a total of 48 predictions of market movements within 15 minutes, earning a net profit of $80,000 in one day.

Earning $80,000 a day, this top player treats Polymarket like an ATM.

Written by: Mahe, Foresight News
Solana, one of the most successful public blockchains, is also facing a winter.
Since the market crash on February 5th, Solana's token SOL once fell to $67, a new low since December 2023. As of now, SOL is currently priced at $80, a 24-hour drop of 3.57%. Looking at the monthly chart, SOL has been declining for five consecutive months since its October 2025 high, with a maximum drop exceeding 71%. The most well-known aspect of this ecosystem...

Meme wanes, narratives cool: Solana's cyclical boom ends as it falls below $80.

Original Author: He Hao, Wall Street Insights

On Thursday, US stocks plunged, with the Nasdaq falling over 2%. Some traders sold precious metals to offset losses in the stock market, causing gold, silver, copper, platinum, and palladium to decline sharply. The US dollar index rose slightly.

Amid renewed concerns about whether massive investments in artificial intelligence can truly be implemented on a large scale, US tech stocks declined. Metal prices suddenly fell due to suspected algorithmic trading selling, forcing some investors to exit commodity positions, including metals, to obtain liquidity, while some funds turned to US Treasury bonds for safety.

Spot gold fell as much as 4.1%, and silver plummeted 11...

Gold fell more than 4% at one point, and silver plummeted 11%, as a sharp drop in US stocks triggered a sell-off in algorithmically traded precious metals.