168X
168X 是一个深度连结东、西方的顶级对话平台，致力于探索区块链、AI、Biotech将如何重塑未来
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Dialogue with Dragonfly Partner Haseeb: Agents Don't Need Crypto — Humans Do!
AI Agents are adopting Cards over Crypto for payments first, with privacy and financial autonomy becoming the real core value; Hyperliquid is expanding the market rather than cannibalizing CEXs, the HIP-3 model faces challenges, and Robinhood Chain still needs to prove its RWA and developer ecosystem; in the future, Crypto will be integrated into the financial substrate, and the "Crypto VC" category may even disappear.
168X
Robinhood Chain Is Exploding! After $AI and $PONS, Is the Next Wave of Wealth Effect in RWA DeFi?
An in-depth analysis of the Robinhood Chain ecosystem: LONG vs. PONS issuance models, revaluation of tokens like $AI, $SHROOM, and $HOOKR, and why RWA DeFi is the real big opportunity in 2026.
168X
经历4轮牛市的资深交易员：比特币正在“黄金化”，BTC主升段尚未触发
Benson Sun称比特币黄金化开启，BTC/黄金相关性升至历史极值，主升段尚未触发。山寨聚焦ZEC、HYPE、UNI、NEAR等已跑出主线，ETF资金与机构流动性决定顶部。
168X2 authors
Lao Bai：这是Crypto最后一轮像样的牛市！RWA、Perp、Privacy三条主线
市场已进入“后叙事时代”，低垂的果实已被摘完，竞争焦点从“讲故事”转向PMF和现金流。
Lao Bai2 authors
As long as we don't enter an interest rate hike cycle, is the current pullback a buying opportunity?
Interest rate hikes are just noise; semiconductors rebound from lows, software right-side opportunities emerge, Nvidia is undervalued again. Detailed explanation of the Fed's reaction mechanism, open-source model pricing power, and the prerequisites for the explosion of intelligent agents—buy when no one is paying attention.
168X
US Treasuries, AI, and Crypto: Reviewing the August Market and Key Logic for Positioning for Year-End
Bitcoin pulled back after breaking above 80,000, AI demand is strong but macro pressures weigh, high long-term bond yields suppress risk assets, and CSP value reassessment and Q3 earnings are in focus. qinbafrank breaks down the year-end market: volatility around the midterm elections, a possible pullback in mid-to-late September, key positioning before November, Anthropic IPO liquidity drain, US-Iran tensions, and the oil price turning point will determine direction, providing investors with practical high-sell-low-buy strategies.
168X
AI is in a credit expansion period; the stronger AI is, the more the Fed needs to cut rates
The Fed's ultimate mission is not inflation and employment, but protecting US Treasuries? The stronger AI is, the more the Fed should cut rates? Tiezhu breaks down the 60% probability of a rate cut by year-end, the truth about Treasury buybacks, tech debt and US Treasuries competing for the same liquidity, and even bluntly states that AI credit expansion has only just begun, and the bubble period is still early.
168X
Pick up after the bubble bursts! 2027 is a highly destructive year
Signs of the AI bubble peaking appear frequently. After a violent rebound in semiconductors, is it a top or a crash? Unitree's IPO surged 600%. Top AI Labs show obvious short-term bubbles. 2027 may see an exponential-level crash.
168X
The Truth About AI Relay Stations: Thin Profits, High Churn, 'Distribution' Is the Only Competition
Relay stations have thin profits and high churn; what really makes money is the 10% serving B-end and large customers; and in an era when models are getting cheaper and software is accelerating into obsolescence, "In the future everyone will sell Token, and your only competitiveness is distribution."
168X
Deconstructing the Next Crypto Cycle: VCs Will Disappear, Prediction Markets Are Overrated, Which Perp DEX Can Challenge Hyperliquid?
Veteran investor Lao Bai's in-depth review: In crypto, only stablecoins and perpetual contracts have truly worked; token issuance is a liability; crypto VCs will soon disappear; the ceiling for prediction markets is far lower than perps.
168X
Will Unitree's IPO follow a SpaceX trajectory? Pre-market valuation called at 235 billion yuan
On the day before SpaceX's listing, the 'pre-market contract' on the crypto exchange Hyperliquid was quoted at around $167 per share.
168X
AI Bubble, Storage Cycle, and Demographic Dividend: Top Investor Bill Qian Reveals the Rise and Fall of Nations and Investment Logic Under the AI Wave
Chinese models are too successful, global intelligence prices collapse. Will AI, like electric vehicles, win the technology but lose the investment?
168X2 authors
Getting AI Right Doesn't Mean Picking the Right Stocks! How to Allocate Both Software and Hardware in H2? From Big Tech, Intel to Defense and Healthcare
Investment TALK Jun deeply analyzes the logic from Anthropic to Amazon, investment opportunities in Big Tech, Intel, defense and healthcare, dissects the truth behind Meta selling computing power, reducing hardware positions without liquidating, guiding H2 portfolio allocation.
168X
The Shovel Seller in the AI Cold War: A New Arms Race Beyond the Moon Landing, 'Money into Taiwan Stocks' Second Act Just Beginning
The AI Cold War repeats the space race; TSMC becomes the global arsenal; Taiwan stock market's market capitalization jumps to fifth in the world. Supply chain orders are lined up until 2028, and a generational wealth redistribution is spreading from leading stocks to small and medium-sized targets.
168X
AI Semiconductor 'Era of Easy Money' Ends: Beware of the Unfolding 'Ghost Stories'
AI semiconductors enter 'hard mode', Big Teacher breaks down SK Hynix ADR, Meta selling computing power, and Rubin mass production bottlenecks; how to survive the high-volatility shakeout?
168X
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