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ColorationさんのLIVEに行ってきました✨ みゆちゃんとチェキ撮ったの〜💗 アイドル衣装のみゆちゃん本当に可愛かった🥰 みゆりん覚えてくれてる子いるかなー♡♡ たまたまツインテール運命感じた⌒(´❛-❛`)⌒ このチェキ一生の宝物💎💎💎 #Coloration# #ねぇねぇ美結ちゃん#

LATEST: ⛏️ Bitplanet has signed an MOU with Nasdaq-listed Antalpha to launch Bitcoin mining operations, deploying $10.8M in equipment at colocation sites in Oman and Paraguay starting this month.

Carrier Connect signs definitive agreement for its first U.S. data center platform, with Rochester Colo assets expected to add CAD $885,000 in ARR. Carrier Connect Data Solutions Inc (@CarrierCDS) (TSXV: CCDS | OTCQB: CCDSF) announced today that it has signed a definitive Asset Purchase Agreement, through its wholly owned subsidiary PureColo Inc., to acquire the principal data center assets of Rochester Colo, LLC, a carrier-neutral colocation provider in Rochester, New York. Carrier Connect Data Solutions is a New and Notable company in the B2i Digital (@b2idigital) network. To learn more, visit The proposed acquisition would give Carrier Connect its first U.S. operating platform and sixth data center overall. Rochester Colo serves customers across upstate New York, the broader Northeast, and beyond with secure colocation, power and cooling, network connectivity, physical security, and independently audited operational controls. Rochester Colo is currently generating approximately CAD $885,000 in annual recurring revenue, with more than 60% capacity still available. Upon successful closing, Carrier Connect expects the transaction to increase top-line revenue by approximately 15-17% immediately. Consideration includes USD $250,000 in cash at closing, of which USD $25,000 has already been paid as a deposit, plus 800,000 common shares of Carrier Connect. The shares will be escrowed and released in four equal tranches at 6, 12, 18, and 24 months following closing. The arm’s length transaction carries no finder’s fees and is subject to customary closing conditions, including acceptance by the TSX Venture Exchange. Closing is expected on August 15, 2026, or as otherwise agreed by the parties. Carrier Connect rolls up Tier II/III data centers internationally for AI companies, service providers, enterprises, and small businesses. As a carrier-neutral operator, its systems are fully independent and owned outright within leased space. Principal markets are Vancouver, Ottawa, Saint John, and Perth. The company is led by Mark Binns, CEO; Johan Arnet, CTO; and Mark Alexander, CRO. Full announcement: Discover more emerging growth Featured Companies, industry-leading Featured Experts, and upcoming Featured Conferences at B2i Digital is not a broker-dealer or investment adviser, and content shared here is for informational purposes only and is not investment advice.

财报解析：Cipher Digital (CIFR) Q1 2026——算力基建的价值重估 在近期对大量科技与能源企业的财报复盘中，Cipher Digital (CIFR) 的 2026 财年第一季度电话会议尤为值得关注。这份财报不仅确认了 CIFR 从传统比特币矿商向垂直整合超大规模（Hyperscale）数据中心开发商的彻底转型，也为 AI 基础设施价值链的演进提供了一个极具参考价值的样品： CIFR 目前正处于一个典型的“基本面错位”阶段---短期营收缩水与长期合同爆发并存。 一、 营收倒退的表象与百亿订单的底牌 单看当季利润表，CIFR 的数据似乎在衰退：Q1 营收从上一季度的 6000 万美元降至 3500 万美元。但这属于战略转型期的主动“阵痛”。 营收下降的直接原因是关闭了 Black Pearl 站点的比特币挖矿业务，以为大规模的 HPC 改造腾出空间。真正决定其长期估值锚点的是其**已签约待实现收入（Contracted Revenue）**的跳跃式增长： 极速扩张的合同规模： 短短一个季度内，已签约总收入从约 93 亿美元飙升至 114 亿美元，增幅近 23%。 高确定性的长期现金流： 新签订单主要来自 AWS、Google 等超大规模科技巨头，租约期限普遍长达 10-15 年。 利润兑现时间表： 预计从 2026 年 10 月起，核心园区的年化净运营收益（NOI）将达到 7.87 亿美元。 这表明，市场的核心博弈点已不再是比特币的周期波动，而是如何对这 114 亿的长期基建合同进行定价。 二、 核心护城河：4.2 GW 电力资产与交付能力 在当前的 AI 军备竞赛中，能源容量是硬通货。CIFR 手中握有约 4.2 GW 的电网容量管线，且在交付进度上展现出先发优势： Barber Lake (207 MW)： 结构已封顶，99% 设备就位，进入冲刺交付阶段。 Black Pearl： 挖矿设施清退完毕，全面转入 HPC 建设。 Stingray (100 MW)： 顺利签署第三份租约，预计 2026 年 Q4 即可通电。 跨电网布局： 突破了单一德州（ERCOT）市场的局限，向俄亥俄州（PJM电网）的 Ulysses 站点扩张，以满足科技巨头的多区域算力部署需求。 三、 财务结构优化与“表后发电”的想象空间 基础设施项目的成败高度依赖融资能力与成本控制。CIFR 在本季度的操作为其转型提供了坚实的资本底座： 风险隔离的债务结构： 约 52 亿美元的债务属于非追索权债务，与特定资产强绑定，有效隔离了母公司层面的施工与运营风险。 充裕的流动性： 账面拥有 7.15 亿美元不受限现金。通过发行 20 亿美元高收益债券（且获超额认购）以及设立 2 亿美元循环信贷，证明了主流金融机构对其基建信用背书的认可。 表后发电（Behind the Meter）的破局潜力： 管理层透露正在德州探索现场燃气发电。在电网接入审批日益严格的背景下，直接利用西德州廉价且丰富的天然气进行表后发电，不仅能绕开并网瓶颈、加速投产，更能在极低成本下锁定更高的算力溢价。 四、 关键风险提示 在乐观的转型预期之外，该标的仍面临不容忽视的结构性挑战： 政策与并网风险： 对于 2028 年之后的远期项目（如 McLennan），需面对德州电网（ERCOT）全新的批处理（Batch Process）审批流程。即便公司自评估处于最高优先级，监管变动仍可能拖延交付。 商业模式的摇摆： 目前公司主打低风险的托管（Colocation）模式，但在 Reveille 项目中也在尝试涉足计算设备（Compute）的直接持有与运营。重资产运营 GPU 集群可能带来更高回报，但同时也会大幅抬升技术折旧与市场风险。 结语 CIFR 的 Q1 财报展示了一个教科书级别的资产重组案例：用低廉的电力获取成本，去套利超大规模 AI 算力中心的高额溢价。对于量化分析与深度行研而言，这种从“周期性加密资产”向“公共事业级基建资产”的属性跃迁，正是市场定价容易出现滞后、从而产生有效 Alpha 信号的绝佳温床。 免责声明：本人持有文章中提及资产，观点充满偏见，非投资建议，dyor

広瀬彩海 3rd Live 〜colouration〜 本当にありがとうございました！！ たくさんの方に来ていただいて本当に嬉しかったです！！！！ また会える日を楽しみに頑張ります！！！ ちょーーーーーーー楽しかった😭😭😭いい疲労。 バチくそ寝ます♡みんなも沢山寝てね！！！ #彩colour#

“Leftists be like: ‘No, hate has absolutely no place here.’ Also leftists: ‘Yes, we hate men, we hate everything that isn’t leftist, the police, corporations, billionaires, white men, everything that isn’t vegan… ah, and what isn’t leftist.’”

Chamath explains the political calculus behind Obama’s anti AI speech “This is a very important moment for a very simple reason, which is that the world is about to endow 3-6 companies with about $10 trillion of wealth.” “And what Obama knows very well is that most of those companies are overwhelmingly left leaning. And what he also knows is that there is a huge portion of that money that will then get put into philanthropic and charitable causes that then he and the people around him will be beneficiaries of." “That is the truth. We already know this because we know that some of these frontier corporations actually ask you to sign up DAFTs and have a portion of your stock that you're willing to pledge. So this money is going to go to things other than consumption or savings. It's going to go into PACs, it's going to go into political movements, and they stand to disproportionately benefit." “So this has nothing to do with prosperity. This is a very simple political calculus. If you freeze frame the economy the way it is today, a handful of organizations that will disproportionately be able to affect the Democrats will win, they will capture the lion's share of the economic gains. And then they will help the Democrats win power. That's all this is."

关于减持英伟达（NASDAQ：NVDA）股份的公告 基于本机构资产配置安排及阶段性资金使用计划，萃猫资本拟于2026年9月23日起，择机减持所持英伟达公司（NVIDIA Corporation，NASDAQ：NVDA）股份1,000股。 本次减持所得资金，拟用于国庆期间消费市场实地调研，重点考察餐饮、零售及周边生活服务行业景气度，并开展相关产业研究工作。 本次减持属于正常的资产配置调整，不代表萃猫资本对英伟达（NVDA）基本面及长期发展前景的判断发生变化。 相关交易将根据市场情况择机实施，实际成交价格、数量及最终结果以实际执行情况为准。 敬请市场参与者理性看待，注意投资风险。 特此公告。 萃猫资本 2026年9月23日

A director who doesn't come up to the builder's heels makes a four-hour film about him. Yesterday in Venice, Alex Gibney's nearly four-hour documentary "Musk" had its world premiere. It is a classic case of someone who has spent a career telling other people's stories taking on a man who actually builds those stories with rockets, cars, satellites, and infrastructure, not slides. Alex Gibney is an acclaimed documentarian. An Oscar for Taxi to the Dark Side, Emmys for Going Clear on Scientology, high-profile films on Enron, Elizabeth Holmes and Theranos. His specialty is exposing corporations, cults, and frauds. He does it skillfully and with a thesis. The problem starts when he applies the same method to someone who is not selling an illusion, but hardware that either flies or blows up in front of the entire world. Gibney's fuel is controversy. Elon's fuel is the pursuit of truth hard, engineering truth, the kind that either works on the test stand or it doesn't. It would have been enough to make a film based on facts. Instead we got another rut that fits the slogans of provocation: megalomaniac, confidence man, threat to democracy, an AI avatar reciting old quotes, ex-wives, his father, a former partner. Musk said in 2023 it would be a hit piece. After the premiere, a large share of reviewers effectively agreed with him. I don't know about you, but four hours of falsified formulas would bore me. Instead I watch how much Elon has already done. His energy is extraordinary. Tesla changed the car industry. SpaceX brings rockets back. Starlink works. Starship stands on the pad and prepares for the next flight. This is not a PowerPoint. It is steel, fuel, engines, and people who cannot hide failure in the edit suite. A weak documentary like this is a crumb on the shoulder of his jacket. Now it depends on us when and how quickly that blown-off crumb a utopian attention vampire is simply starved of attention. You could list the names of people who tried to take Elon's energy. Energy is the most precious thing we have. Anyone who steals it with slogans, gossip, and a four-hour indictment that excludes the main subject is sowing under his own feet. Gibney: you reap what you sow. If you have a shred of shame, look at the list of Elon's accomplishments. Look at what kind of person he is for the world and what he does around himself so that things get better cars that drive, internet from orbit, rockets that return, attempts at a brain-computer interface, AI that is supposed to be more than another chatbot. You can dislike his tweets, his political alliances. You cannot honestly erase the scale of what was physically built. A good documentarian should stand, at least for a moment, in the shoes of the person he is portraying. Gibney did not just fail to do that. He took a measure cut for Enron and Holmes and held it up to a man who lands rockets. He left Elon's shoes in the edit suite. Elon walked on barefoot and kept building. One man tells stories about the world from an editing chair. The other moves that world. A four-hour film will not change that. At most it will confirm what people who already disliked Musk already believed. Everyone else can blow the crumb off the jacket and keep going. History does not judge a man by the length of a film. It judges him by what is still in the air when the camera has stopped running. Controversy feeds on attention. Building feeds on repetition. One vanishes when you look away. The other keeps flying. You can cut a man together in four hours. You cannot cut a landing together. A documentary can be switched off. The work cannot.

8.19梭哈晨报： 这个美股涨多了回调回调很正常吧，不会又有兄弟逃顶开空了吧，那可真的是股神了，每一次小波段都吃的麻麻的！ 1. $BTC 加密挺起了脊梁，看起来表现比隔壁回调的美股好点，难道真的那啥要来了吗？ 2. $ETH 跟着大饼一起，反弹更加猛点； 3. $SOL 发现pumpfun在做solana基金会做的事情，以前这都是toly做的啊； 4.CFTC 主席 Mike Selig：反加密势力多年来扼杀创新，CFTC 正开启金融新前沿； 5.预测市场公司未获邀，白宫明日将与特朗普举办科技领袖活动； 桌都上不了了？ 6.Ripple 的 CLO 表示 9月15日 将是 CLARITY Act 市场结构法案的“风向标”； 7.韩国交易所启动KOSPI侧车机制； 韩国人今天加班了啊； 8.GSR法律与战略官：SEC加密新规作用或被市场高估，无法突破现行证券法限制； 9. @Pumpfun 开发公司Baton Corporation正扩充营销团队，招聘X运营及视频编辑； 发现了，自产自销了，自己招纳KOL，自己发币，自己喊单，自己收割，难怪 $PUMP 底部200%了； 10.SemiAnalysis：Anthropic Q2 超 40% ARR 来自间接渠道； Anthropic拟引入超级投票权，保护创始团队控制权； 11.怀俄明州官方稳定币FRNT从LayerZero迁移至Chainlink，以避免安全问题； 12.美国会计准则组织提议将稳定币视为“现金等价物”； 13.Pavel Durov：Telegram已申请 .gram域名，用户未来或可通过提示词创建个人网站； 从Telegram说接管Ton后，多少人被套在山顶了； 14.Brian Armstrong：SEC推进代币分类，呼吁尽快通过CLARITY法案； 15.SEC委员会通过《Regulation Crypto Assets》提案，委员在公开会议外分别投票； 16.Lynq 首席执行官表示，仅靠加密货币监管无法解决机构结算缺口问题； --------------- 今天宇树科技上市，兄弟们又要发财了，一签几十万来着😭，为什么我就中不了呢？ 持有股神的仓位，涨多了回调可以理解，但是当我抄底进去了，请迅速反弹，谢谢了。 #Bitcoin# #Ethereum# #Solana# #Crypto# #Nasdaq#