深潮TechFlow
1369Followers1347Articles
Ray Dalio on Bubbles, Cash, and AI: Bear Market Could Drop Another 60%, but No One Can Time It Precisely
Bridgewater Associates founder Ray Dalio, who accurately predicted the 2008 crisis, now warns: typical signals of an AI bubble have appeared, with an 80-year supercycle resonating with debt and geopolitical conflicts. Cash is the worst in the long run; between gold and Bitcoin, which is the true safe haven? Amid the employment impact of AI, how should ordinary people diversify their allocations and invest in themselves.Interview with Robinhood Executive: Meme + Tokenized US Stocks as 'Barbell' Customer Acquisition Strategy, Each Business Line Achieving Hundreds of Millions in Revenue
Robinhood Chain launched three weeks ago with DEX trading volume exceeding $3 billion, barbell strategy deployed in meme and RWA, how do 27 million accounts go on-chain? Executive reveals Arbitrum technology stack selection and super app ambitions.Conversation with Tom Lee: AI bubble far from over, the current plunge is just "forced deleveraging," don't swing trade in a bull market
Tom Lee believes that the sharp decline in the Korean stock market and AI semiconductor sector over the past month is a "forced deleveraging" event. The Korean market has introduced a large number of leveraged products in recent years, amplifying two-way volatility.Jensen Huang on China's AI, Trump, and the Trillion-Agent Era: Wall Street Misunderstands DeepSeek, AI Doomsday Theories Are Nonsense, Chip Demand Will Expand 5 to 10 Times
"The semiconductor industry needs to expand 5 to 10 times. Today, everything is in short supply: chip shortages, memory shortages, land, electricity, construction workers—all in shortage. This shortage is actually a good thing; it gives us time to build infrastructure."How Did the Power, Talent, and Capital Left by the Crypto Cycle Systematically Nourish the AI Industry?
Bitcoin mining companies pivot to AI, transitioning from mining to data centers. Companies like CoreWeave and OpenRouter achieve a magnificent transformation as crypto capital and computing power facilities pour into the new frontier of artificial intelligence.Investment giant Bill Ackman: Sold Alphabet, increased holdings in Microsoft, betting on AI infrastructure, Bitcoin and gold are speculation, not investment
"I don't like the trend of intraday options; it's just gambling. No one can predict whether a stock will go up or down in a day, unless you have inside information."
