Dannyy

If there is any love-hate storyline in the crypto circle
CZ and Star can definitely count as a pair 🤣
Really relentless pursuit~ 🤣🤣🤣
Remember in technical school, the mentor said that the person who knows you best is likely not yourself, but your opponent
If you want to know what areas you still need to improve, perfect, or weaknesses — see how your opponent attacks you?
Now it really seems to be the case.

I took a closer look and think $meta has someone with real expertise behind this move.
The old equipment for new narrative, taking advantage of the depreciation to play the time gap in industrial upgrades, paving the way for the next round of financing and expanding AI capex.
I have to say, it's a very practical and efficient set of Wall Street financial tactics.
Known:
1. One of the most troublesome things (among others) in semiconductor finance is depreciation.
2. Technically, the efficiency gap between each generation is huge; the older generation lags by a notch.
3. Meta still

Compliance is a very interesting topic
1. Because it can be a hundred ways to Rome - thanks to various overseas structures like SPV isolation; but after something goes wrong, only those who reach Rome are safe
2. The compliance of emerging assets can be said to be very flexible, as long as you protect user funds well, do not commingle, and perform proper KYC and AML
3. When your scale is small, basically no one is paying attention to you (because of insufficient destructive power?)
4. When your scale is large, even if you are compliant, you are not truly compliant
5. Many people think complian

Did I miss something? Why did both crypto and the US stock market go up?
It can't be the trouble at the Strait of Hormuz, right?

Electric power (especially building power plants) is a very complex issue
Besides funding and technology, it is also a political problem
At this point, only those 3-5 people/organizations in each country can solve it, don’t laugh 😊
Even Elon Musk can't handle this
If you build it in a more free place (aka the United States), there’s still maintenance afterward

I casually asked AI to find some AI industry chain stocks that have been discussed more recently on X and are around 100 in PE:
$LITE, $AAOI, $AXTI, $NOK , $XFAB,
$MRVL, $AXTI, $SOI , $SIVE
I have a bold prediction: these stocks will experience 1-2 waves of correction in June (~30%), and we can revisit them in July.
The narrative is there, but the financial reports/capacity haven't reflected it yet. It's not a one-time thing; buy again in July.

Hearing the uncle next door discussing storage and chips at the coffee shop...
Brothers, can our June still turn around?
Has the US stock market already reached the point where beta is considered alpha? If you're FOMO, why not wait until July to take another look?

One of the underlying logics of the current market is that the existing models like transformers, scaling laws, etc., remain unchanged, and the training methods stay the same... That is, more computing power = greater capability.
Based on the speed at which AI solves complex problems, forget about the Riemann Hypothesis, the Seven Bridges of Königsberg problem... Soon, LLMs might be iterated again, and the models, training, and learning methods at that time may no longer look like they do now.
By then, it might become: capability decoupled from computing power. The capability could match s

If you’re tired of all kinds of U.S. stocks and AI-content people, here’s something different
Tonight, I’ll go over the ins and outs of why the British government put this entity on its “sanctions” list
There are lots of details here worth thinking over, and some things are also pretty thought-provoking—after all, at this point in time, right?
And here’s also a reminder for all exchange owners

Opus 4.8 not only consumes tokens at a faster rate but also has a perceptible difference:
Previously: Let AI write code to perform task xxx
Now: Let the AI agent directly execute task xxx
In the future, more and more tasks that originally required writing code can be directly executed by the agent