AI x Crypto Dynamic Research

AI has accelerated attack efficiency and also promoted the upgrade of defense systems. The security audit sector is undergoing a transition from a dividend model to a competitive model.

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.

The government successfully inserted itself as an approver between commercial AI models and their users for the first time.

This gamble of transforming into AI is testing the financial strength and execution capability of mining companies.

The entire industry supply chain—from wafers to packaging to silicon photonics... everything is in short supply due to such high demand. This situation will last for several years.

The company that ultimately wins will not be the one with the most GPUs, but the one that can tell you which GPUs are available where and at what price, and route each workload to where it can run at the lowest cost.

Treat Claude Code as a horse (or as a person), not as a car. A car turns under its own command, while a horse has its own ideas; we just need to set the goals and boundaries.

After the singularity explosion, the evolution clock of AI accelerated continuously, leading to the rapid formation of new civilizational generations in different regions around the world.

In the high-value scenario of finance, blockchain serves as an open financial testing ground, and stablecoins are the certificates for agents optimizing market processes. This is not about scale and resource investment; it is about the establishment and expansion of mechanisms.

In the clamor of the bubble, the potential of the underlying productivity is not inflated at all.