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8.27梭哈晨报: 这个月又靠英伟达拯救市场了吗,上一次靠的是微软,果然这些M7总能拯救市场,下次能是谁呢? 1. $BTC 一晃眼都要周五了马上,调整3天了,不知道是不是要蓄势待发了; 2. $ETH Tom Lee距离5%很近了貌似,下一步拉盘? 3. $SOL 唯一能和Robin Hood竞争的地方; 4. 据彭博社援引知情人士报道,摩根大通近期评估了推出自有稳定币的可能性; 5. 谷歌重组DeepMind,将90人AI责任团队移出; 6.美联储9月维持利率不变的概率为63.5%; 8 月 27 日,据金十数据,7 月美国 PCE 物价指数数据显示通胀仍具粘性,促使市场上调美联储 9 月加息概率; 7.数据:链上最大 HYPE 多头,浮盈 5800 万美元,清算价格上调至 65 美元; 8.黄金和比特币ETF五天共吸引70亿美元资金,其中贝莱德IBIT流入15亿美元; 9.Coldcard 熵漏洞暴露单签风险,多厂商多签成比特币托管新基线; 10.英伟达电话会:亚马逊将额外部署200万块GPUs,Vera Rubin助推每GW产值飙升至400亿美元; 英伟达 CFO 预计 2028 财年营收将增约 70%; 11.地缘方面,伊朗宣布已与阿曼就霍尔木兹海峡通行费分配达成明确分成协议; 这也是有点意思的; 12.SEC 重启加密资产托管规则,填补监管空白; 13.39 家美国州银行协会组建 BankChain 联盟,目标 2027 年推出区块链网络; 14.DefiLlama与Forgd推出UTR,已为128种代币评级; 15.Chainlink 为 Coinbase 代币化股票打开了 DeFi 借贷通道; --------------- 只能说大家好才是真的好,挺好的情况,就看到底谁的波动大了。 #Bitcoin# #Ethereum# #Solana# #Crypto# #Nasdaq#
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Just wondering… has anyone actually connected Grok Bot to their bank account yet? I’m seriously thinking about doing it. My thinking is… if Grok Bot can see everything coming in and going out, track spending, move money, pay bills, watch for weird charges, and help me make smarter decisions… at what point do I even need a personal banker? My significant other is telling me ABSOLUTELY NOT bc she thinks something bad could happen if I give an AI that much access. I personally think this is where everything is headed anyway and I trust Grok Bot to do a much better job. LMK.
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LATEST: ⚡️ 39 US state bankers associations have formed BankChain Alliance, an industry-owned blockchain network targeting a 2027 launch to offer stablecoins, tokenized deposits, and automated settlement.
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美国 39 家州银行协会宣布成立 BankChain Alliance,计划于 2027 年推出由银行业主导的全国性区块链网络,用于支持智能支付、代币化存款和稳定币等金融应用。该联盟由佛罗里达银行家协会 CEO、前美国消费者金融保护局局长 Kathy Kraninger 担任临时主席,成员协会表示该网络将由银行业拥有、设计和治理,并计划寻找技术合作伙伴建设可与其他网络互操作的基础设施。(CoinDesk)
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Had a lot of fun chatting again with my twin brother @dylan522p We went through lab economics over the next few years - the shift from inference to training as RSI draws near; and how Anthropic and OpenAI are on track to control most of the world’s usable FLOPs within the next few years (because they can monetize compute better and thus outbid everyone). And then we discuss whether the >$10T of total AI capex we’ll see by the end of the decade will cause a sovereign debt crisis, where hyperscaler debt raises interest rates, drives non-AI exposed countries into bankruptcy, and crashes non-AI equities. One question we weren’t able to resolve is whether there’s anything that can counter all the forces barrelling towards centralization in this industry - the economies of scale in training, the scarcity of compute, and eventually continual learning and RSI. 0:00:00 – Two labs will soon control most of the world’s compute 0:07:01 – $6 billion in fab capex enables $1t+ of end revenue 0:13:08 – Compute prices will rise if the labs outbid everyone 0:18:22 – Which layer will capture most of the surplus? 0:25:40 – Will datacenter regulation slow down AI? 0:29:43 – Labs are shifting compute from inference to R&D 0:33:27 – China gets less than 10% of new compute, but its labs need less 0:48:48 – Will AI cause a sovereign debt crisis? 1:07:52 – Will the world's future workforce belong to a few companies?
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🤖 AI信号 (RBH) ⚪ 观望 📌 CATPAY ($CATPAY) CA: 0x9c2b109d5aca65a2110cc22db85b6aec6db58d50 ⏰ 信号时间: 11:31:27 (36秒前) | 币龄: 12小时内 💰 MC: $48,355 | 流动性: $27,904 👥 Holders: 237 | 1h涨幅: +391% | 1h成交: $18,444 🧠 聪明钱包: 3个买入 (SW-13bf, SW-7aba, SW-6d9a) 🤖 AI 分析(推文12条) ① 叙事:基于Robinhood API自带`/catpay`端点返回“meow”的彩蛋,被社区做成链上代币,属技术梗叙事。 ② 推特热度:有讨论。bankrbot(11.4万粉)发部署信息,mr_pschmitt(8.3万)列为候选,meligamble等中粉喊单;另混有catecoin项目同名迁移推文。 ③ 风险评语:dev历史未知;推文中出现多个不同合约地址,同名混乱;无官方社交资料,需警惕误认。 ⚠️ 非买入信号·可实现中位−23% DYOR Telegram频道: @ memmememjk
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Crypto exchanges bankrupt Mt Gox, Quadriga, Voyager, Celsius, BlockFi, FTX.. DeFi solutions gone LUNA/UST.. Cold wallets hacked Coldcard.. There is NO safe solution You ALWAYS carry high risk to lose funds The only real mitigation is a return that justifies the risk taken
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Coinbase is likely to bankrupt in this cycle @coinbase
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BREAKING: "I said we will never be a socialist country. But I was right. We're going to be a communist country. That's what they want." President Trump blasts the growing radical movement from progressives within the Democratic Party, calling their penchant for pushing communism the "greatest threat to our country in history." "This is a serious threat because they're going to promise all sorts of things. In one year, the country will be absolutely bankrupt. You'll live in squalor. You'll live in fear. You won't have police. You won't have firemen. You won't have anybody." "We're a very nice party. We shouldn't be so nice, to be honest with you."
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New satellite images show Iran quickly rebuilding nuclear sites struck by the U.S. Former Defense Secretary Mark Esper warns Tehran is rapidly restoring its military capabilities, including missiles and drones, as it seeks to regain leverage. He argues the answer is to "strangle" Iran economically, saying cutting off the regime's revenue would cripple its ability to rebuild and bankroll terrorist proxies.
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