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Narrative of the Week: Everyone Wants a Stablecoin 🔹Tether and the Government of Georgia launch GEL₮, an official sovereign stablecoin. 🔹Fintech firm SoFi launches SoFiUSD, with tokenized deposits planned next. 🔹Falcon Finance and Anchorage Digital Bank launch fUSD, a GENIUS-compliant stablecoin with a 3% target yield via Ceffu. Every company and government seek to issue their own stablecoin to keep up with the global adoption of stablecoins as 24/7 global payment rails. 3/6

把特朗普的持仓报告扒了下挖到两个质量还不错的公司 $ADBE 大名鼎鼎的 Adobe ，目前价格$241， 市盈率只有 13，总市值千亿美金，10.8% 的自由现金流收益率和 89% 的毛利率，还有250 亿美元的回购计划。但是价格这么低不是没有原因的，因为受到 AI 冲击，订阅式的商业模式不再适用。 目前来看Adobe 不是一家正在死掉的公司，是一家正在变慢的公司。 $WDAY 和 SNOW 和 NOW、CRM 等同一赛道，Workday解决的是企业核心管理系统的刚需——人力资本管理（HCM）和财务管理（FMS），目前价格$130 目前正站在一个关键的十字路口，市场既害怕AI颠覆它的商业模式，又期待AI成为它的新增长引擎。 今天晚点会更新一下，投研报告，记得关注 @lianyanshe

🔔 Novaex AI | What Will Happen with NEX as its Ecosystem Grows Larger? 👀Many users are now starting to ponder this question: ✅As more and more real users continuously join the Novaex AI ecosystem ✅what will happen to the future value of NEX? ✅Because in the Web3 world the larger the user base the stronger the community consensus and the higher the ecosystem activity the greater the future circulation demand and market attention for the NEX token will often be This is why more and more early adopters are actively building their own communities and teams. 🌠 Because many people know that what truly matters in the future may not be "when did you find out about NEX?" 💻But rather: how much NEX have you accumulated before the ecosystem truly expands? #Web3# #Blockchain# #Crypto# #DeFi# #AI# #CryptoNews# #BlockchainTechnology# #Web3Community# #AsiaCrypto# #Novaexai#

有意思的是，量子安全这件事正在从 meme 变成现实问题。 以前大家争的是：量子到底会不会影响 crypto？ 现在问题慢慢变成：如果真的要升级安全，怎么做到不把现有生态全部推倒重来？ 这也是我觉得 @quipnetwork 值得看的地方。 很多安全升级听起来很正确，但落到链上就会变得很痛。 迁移资产、换链、改共识、硬分叉、冻结旧资产，每一步都会牵动用户、协议、交易所和开发者。 真正难的不是提出一个更安全的方案。 而是让大多数人能在不感知巨大摩擦的情况下完成升级。 @quipnetwork 的思路更接近现实 adoption。 不是逼用户离开 BTC、ETH、SOL 这些已经有共识的资产网络，而是在它们下面补一层后量子保护能力。 链还是原来的链。 资产还是原来的资产。 但底层安全边界开始被重新加固。 这类 invisible infrastructure 往往更容易赢。 用户不想被教育十遍，也不想为了安全重新学习一整套系统。 他们只会在风险越来越明显的时候，选择那个迁移成本最低、保护路径最清楚的方案。 所以我现在看 $QUIP，不只是看它有没有量子标签。 更看它能不能成为现有 crypto 世界安全升级的中间层。 真正的大规模采用，很多时候不是靠颠覆，而是靠不打断。

Intel’s EMIB Packaging Is Growing Rapidly — Silicon Capacitors Are Taking Off Too Silicon capacitors are poised for explosive growth in the AI semiconductor space. Intel has been found to be planning a large-scale adoption of silicon capacitors starting next year, in order to enhance the performance of its in-house 2.5D packaging technology, “EMIB.” The most clearly visible source of demand is Google. Google plans to launch its next-generation AI accelerator, “v8e,” in the second half of next year, and has adopted an EMIB substrate with embedded silicon capacitors for that chip. With other Big Tech companies such as Amazon also currently applying EMIB, analysts say demand could increase sharply. According to industry sources on the 27th, Intel plans to apply silicon capacitors to its 2.5D packaging starting next year. Intel Adopts “Silicon Capacitors” for 2.5D Packaging… Google AI Chip Gets First Application 2.5D is an advanced packaging technology that inserts a thin-film interposer between the semiconductor and the substrate. Because it can connect circuits at higher density compared with conventional packaging that uses only a substrate, demand is rising in the AI and HPC fields. To improve cost efficiency in 2.5D packaging, Intel devised its own technology called EMIB. Rather than using a broad, spread-out interposer, EMIB connects chip to chip using a small silicon bridge. Since bridges only need to be placed where chip-to-chip connections are required, chips can be arranged more flexibly and efficiently. Recently, EMIB has been drawing attention as an alternative to TSMC, which had been leading the existing 2.5D packaging market. This is because TSMC’s 2.5D packaging capacity is suffering from a supply shortage amid the rapid development of the AI industry. Indeed, global Big Tech player Google is also paying attention to EMIB. Google has decided to adopt EMIB for its in-house AI semiconductor “v8e,” which it plans to launch in the second half of next year. Under this structure, TSMC handles chip mass production, MediaTek handles design and manufacturing support, and Intel handles packaging. However, there have been concerns that EMIB is gradually showing limitations in providing stable power supply for AI semiconductors, which consume large amounts of power. Accordingly, Intel plans to introduce new technologies such as silicon capacitors and through-silicon vias (TSV) to ensure stable packaging for the v8e. A capacitor is a component that stores and releases electricity in an electronic circuit. In the case of silicon capacitors, their resistance (ESL/ESR) is more than 100 times lower than that of conventional multilayer ceramic capacitors (MLCC), minimizing the signal loss that occurs in high-performance semiconductors. They can also be designed in an ultra-thin structure based on a silicon wafer, enabling high-density integration. A semiconductor industry official explained, “Because the voltage drop (the phenomenon of voltage decreasing) that occurs in the high-frequency region within AI chips is difficult to solve with MLCC, we understand that Intel is adopting silicon capacitors as a solution,” adding, “The relevant supply chain is now in place, and mass production is set to begin in earnest next year.” EMIB-T Is Already on a Growth Trajectory — The Related Ecosystem and Market Are Expanding Together Intel has also inserted TSVs, which serve as power-delivery channels, into the silicon bridge. The key point is that by using TSVs to shorten the power-delivery path between the substrate and the chip, Intel has improved power efficiency and signal integrity. Intel calls this “EMIB-T.” The industry expects the EMIB-T and silicon capacitor markets to grow rapidly. This is because Japan’s Ibiden — one of the major companies that mass-produces semiconductor substrates for EMIB-T — is aggressively pursuing capital investment. Previously, Ibiden had planned to build its Kawashima (Gama) plant in Gifu Prefecture as a substrate plant for Intel CPUs. However, it postponed that schedule and decided in the first half of this year to officially convert the Gama plant into a mass-production line for EMIB-T substrates. The investment is 220 billion yen (about KRW 2.1 trillion). In its recent earnings announcement, Ibiden stated, “Operation of the Gama plant will begin in 2027 and enter full-scale mass production in 2028,” adding, “EMIB-T substrate capacity is currently far short of demand. However, adding further capacity is quite difficult, so we are discussing options with our customers.” A semiconductor industry official explained, “Ibiden’s EMIB-T-dedicated line is being built with most of the investment coming from customers such as Google, Amazon, and Intel,” adding, “This demonstrates that AI semiconductors based on EMIB-T will grow significantly going forward, and silicon capacitors are likely to expand alongside them.”

／ 資料に合う画像がない！ それ、生成AIで解決できます◎ ＼ Adobe AcrobatとAdobe Expressが連携💡 文章を選択するだけで、内容にぴったりの画像を生成できます。 ・プロンプト入力なしで画像生成 ・AIアシスタントが作成をサポート ▼画像をチェック

BREAKING: Cumulative crypto card payment volumes have reached a record $7.8 billion, with monthly volumes now up +230% since May 2025. Crypto card adoption has rapidly accelerated in 2026 due to growing access to stablecoins as a payment rail through crypto cards. In other words, more people can now spend stablecoins like fiat by using crypto cards, further driving adoption. The growth comes amid the launch of Jupiter Global, which has seen a +648% surge in spending volume over the last 2 months. Visa is capturing ~90% of onchain card transactions via crypto-native infrastructure partnerships like Jupiter Global. Crypto cards are the ultimate use case for stablecoins.

教育実習〜ツノガキの育て方〜 裏:フレネミー研修 ps 毎分毎秒可愛いすぎて無料ライブなの申し訳ないよ🫶🫶🫶🫶🫶🫶 @i__fu93

Dans le manifeste "techno-optimiste" de Marc Andreessen, il y a une phrase qui m'a marqué : "Our enemies are not bad people – but rather bad ideas." Nos ennemis ne sont pas des mauvaises personnes. Ce sont des mauvaises idées. Prenons Jancovici. L'homme est brillant, sincère, travailleur. Il ne se lève pas le matin en se disant qu'il va nuire à l'humanité. Mais l'idée qu'il porte la décroissance, le rationnement, la frugalité érigée en horizon civilisationnel est une idée profondément destructrice. Elle prend des esprits brillants et les transforme en commissaires politiques d'un futur appauvri. Et le plus fascinant, c'est ce que cette idée fait aux gens qui l'adoptent. Dans mon entourage, une grosse partie de mes amis est sur cette ligne décroissantiste, avec tout le package qui va avec. L'argent c'est mal mais ils en veulent. Il faut moins prendre l'avion mais ils rêvent de voyager partout. Il faut consommer moins mais ils ne renoncent à rien de ce qu'ils aiment vraiment. Et tous ont un point commun : ils sont déprimés. L'un d'eux m'a même confié qu'il était sous antidépresseurs. Ce n'est pas un hasard. C'est mécanique. Quand tu crois que ton désir de vivre, de créer, de t'élever est moralement suspect tu te détruis de l'intérieur. Tu passes ta vie à t'excuser d'exister. Tu vis dans la dissonance permanente entre ce que ton corps veut (plus, mieux, plus loin) et ce que ton idéologie t'ordonne (moins, sobre, immobile). D'où ma théorie : Quand on pense quelque chose de fondamentalement faux décroissance, communisme, extrémisme religieux (de tout ordre) ce n'est qu'une question de temps avant que ça devienne vraiment destructeur. D'abord pour soi. Puis pour les autres. Les mauvaises idées tuent. Lentement chez ceux qui y croient, brutalement chez ceux qui les subissent. C'est pour ça que la bataille des idées n'est pas un luxe d'intellectuel. C'est la bataille la plus importante de notre époque.