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Leopold Aschenbrenner’s complete Q2 performance before his newest trades release Monday Top tier: • SanDisk $SNDK: -62% • Micron $MU: -34% Second tier: • Bloom Energy $BE: -38% • Taiwan Semiconductor $TSM: -18% • Nebius $NBIS: -59% Third tier: • CoreWeave $CRWV: -49% • Core Scientific $CORZ: -45% • STMicroelectronics $STM: -39% • Applied Digital $APLD: -49% • Riot Platforms $RIOT: -37% • SharonAI $SHAZ: -74% • IREN $IREN: -61% Smaller positions: • T1 Energy $TE: -82% • WhiteFiber $WYFI: -76% • Babcock & Wilcox $BW: -69% • Keel Infrastructure $KEEL: -69% • Bitdeer $BTDR: -66% • HIVE Digital $HIVE: -58% • CleanSpark $CLSK: -56% • Cerebras $CBRS: -53% • Vishay $VSH: -52% • ProPetro $PUMP: -49% • Solaris Energy $SEI: -23% Options: • Bloom Energy $BE [Calls]: $44,100,000 • Taiwan Semiconductor $TSM [Calls]: $23,900,000 • Infosys $INFY [Puts]: $5,200,000 Summary: Every common stock position is red. His entire portfolio is down 46.8% from Q2 release to present day. His newest trades release Monday, November 16th, showing what he owned on September 30th, after he sold most of this to Citadel in late July

DeepSeek 今晚剥夺了“装机佬”的快乐 作为大数据研究僧，搭建环境是咱的拿手绝活儿，不知多少日夜拉着进度条，那种把 3、5台机器拉起来，装好数据，曾让我多次在东方既白的清晨无比兴奋 现在，WorkBuddy 中的 DeepSeek V4 Pro 硬是半小时左右帮我搞定了在 vmware 中起一台 Hive, 连 dbeaver 都装好了... 是的，我都没明白 WorkBuddy 是怎么调教 VMWare的，一闪而过。难怪很多线下培训学员，指明就要 WorkBuddy 至于 Harness, 他们不想听...

A new episode of Hivemind is out now! In this special in-person episode, the team discusses crypto’s move from experimentation to adoption, the rise of tokenization, and why onchain options could be the next major opportunity. Timestamps: 00:00 Intro & Market Surprises 06:00 Tokenization, Zcash & Crypto’s Winners 20:51 Onchain Options: The Next Big Opportunity? 32:52 Is Crypto Still the Frontier? 46:40 AI Labs, Infrastructure & Bubble Risks 1:08:00 What We’re Avoiding 1:20:34 Biggest Risks & What Comes Next

吴说获悉，数字资产投资管理公司 Hivemind Digital Group 宣布完成 1700 万美元战略融资，由英国资产管理公司 M&G Investments 领投，CPIC Investment Management（H.K.）、ZA Bank、FalconX 和 Sonic Boom Ventures 等参与投资。M&G Investments 影响力投资与私募股权负责人 Alex Seddon 将加入 Hivemind 董事会。Hivemind 表示，本轮融资将用于建设面向区块链及前沿科技资产的机构级投资基础设施，为投资者提供数字资产相关投资工具和治理框架。

🚀 BiFinance will soon list HIVE/USDT! HIVE PROTOCOL is a next-generation AI-driven financial network, building the world’s first AI Finance core protocol by integrating AI computing power, on-chain finance, and traditional capital markets. 📌 Deposits: July 2, 08:30 UTC 📌 Trading: July 2, 08:30 UTC 📌 Withdrawals: July 2, 08:30 UTC 🌐 Official Website: #BiFinance# #HIVE# #AI# #AIFinance# #Web3# #RWA# #Crypto#