AI x Crypto Dynamic Research

In this wave of AI, capital is clearly more inclined to pay a premium for segments that have real orders, visible supply bottlenecks, and quantifiable profits, which also puts the Crypto AI narrative under more direct scrutiny regarding the certainty of value realization.

A large number of Silicon Valley investors have actively contacted the fund to express their willingness to make additional investments. Sequoia Capital partner Pat Grady publicly stated, "He will be an important figure in Silicon Valley for a long time," and the setbacks have reinforced his "hero persona." Venture capitalist Elad Gil announced his first application to invest in the fund. Meanwhile, Wall Street views it as a classic lesson in excessive leverage, emphasizing the preservation of principal and strict risk management.

Even though the actual Gas revenue flowing to Ethereum accounts for a very small proportion of the entire system, ETH is still the garbage coin driving the "tokenization of everything."

Why is it that products with the same name of "storage" have such vastly different market performances?

Agency economy, physical AI, machine-driven discovery.

In the next ten years, nuclear energy may not be the most attractive narrative in the AI industry, but it could become one of the most underestimated infrastructures.

ASML's second-quarter performance and full-year guidance both exceeded expectations, and it announced a large-scale expansion plan for 2027-2028 for the first time. Wall Street is collectively optimistic, believing that AI demand will continue to drive investments in EUV equipment and HBM, with profit expectations for 2028 being revised upward, effectively rebutting the "peak memory" theory.

In the field where company alpha operates, expert-tuned open models have simultaneously outperformed the cutting edge in terms of accuracy and cost, and the infrastructure to build it in a privacy environment is arriving node by node.

The AI laboratory is not just a money-burning research ivory tower. It can be a high-margin, high-retention, high-growth commercial machine.

The internet has been shouting for so many years about devouring everything. Has it really devoured everything now? Is it the internet that devours everything, or is it the large models that devour everything? Both are devouring, and nothing is left?