Gracedoudou

I spent all day at SGLang Summit in San Francisco @lmsysorg @sgl_project #SGLangSummit, and here are a few takeaways from the speakers on site～
1️⃣ Open-source inference is becoming “consortium-style infrastructure.” SGLang released v1.0 and established a Consortium, bringing NVIDIA, AMD, Google, Meta, Intel, and others to the same table to build a roadmap together. The vibe is familiar: open-source protocols + ecosystem-wide governance, much like crypto’s early days.
2️⃣ The focus of competition is shifting from “who’s smarter” to “who’s faster and more efficient.” The biggest pain point in t

Are chips a bubble? Yesterday at Stanford, after hearing SiddharthMehta (formerly of Anthropic) speak about AI Infra Economics, the takeaway was:
Chips aren’t a bubble; inefficiency is. In the agent era, what’s scarce isn’t models, but an OS that brings power, chips, utilization, contracts, and tokens together and charges based on outcomes. Enterprise GPUs average just 5% utilization—a $3 GPU-hour actually costs $60 to deliver one hour of useful compute. By 2030, inference demand will reach 93GW, exceeding training’s 62GW, while grid connections take 5 years. What will really get squeezed out

Come play at Brother Sun’s venue—the same outcome😂

The Unyielding Generals of the Bears

Yesterday is the rhyming script of the historical coincidence mentioned by Rekt Capital about the 200-week moving average:
On June 13, 2022, BTC first touched the 200-week moving average during a bear market;
And in 2026, BTC nearly revisits the 200-week moving average again around the same time four years later.
Looking back at history:
▪️ In 2018, after touching the 200-week moving average, it traded sideways for months to start a new cycle
▪️ In 2022, after touching the 200-week moving average, despite experiencing the FTX explosion and hitting new lows, it ultimately confirmed the bottom a

Crypto ppl 520 ❤️❤️🧡💛💚🩵💙💜

After watching Woodie's 0207 share, the real focus is not the decline of tech stocks, but rather a process of "system switching."
Gold rising → indicates market uncertainty and concerns about the old financial system.
AI and quantum computing → are rebuilding a new technological stack for productivity.
Bitcoin's volatility → is the market re-pricing the next-generation currency system.
This is not a collapse.
Instead, capital is flowing from the old world to the new world.
Gold carries safe-haven assets,
AI unleashes productivity,
Bitcoin points to the next-generation value sys

Wishing you good luck in the Year of the Horse
#venturesinHK

Liquidity follows execution quality. @SuiNetwork

#Sui isn’t pumping on vibes,
it’s growing because the architecture holds.

$1B TVL is not the peak,
it’s the market acknowledging that the system works.

#SUI is in a hold-and-build phase.

Price is respecting structure, with support around 1.5–1.7 and resistance at 2.1–2.3, while fundamentals continue to strengthen. TVL has already moved SUI into the core second-tier L1 bracket, and real DeFi activity is live across lending, AMMs, and liquidity infrastructure.

On top of that, the Nasdaq-listed 21Shares SUI ETF filing signals early institutional positioning — not for short-term price, but for long-term exposure.

This phase isn’t about chasing candles.
It’s about holding through structure, building through ranges, and letting the ecosystem com