IOSG
219Followers278Articles
IOSG: When reasoning becomes a scarce resource, who captures its value?
Inference bottlenecks are shifting GPUs from training to inference; Cerebras' IPO saw a 20-fold oversubscription; Hyperbolic aggregates fragmented computing power to capture value, reshaping the AI ​​economic landscape.
IOSG
IOSG：拆解2026年CEX上币路径，谁在定价，谁在接盘？
2026年熊市重塑CEX上币逻辑，Coinbase与ByBit领跑价格发现，Binance分层筛选验证，上币路径决定回报差异，结构化认知成为关键Alpha来源。
IOSG
IOSG: DeFi has reached its most dangerous moment; the real vulnerabilities are not in the code.
Stop false "decentralized" marketing, honestly confront the trade-offs of centralization, and label operational security and trust assumptions as core competitive advantages for the future.
IOSG
iOSG founder: Web3 has reached its most dangerous moment. Please tell Vitalik the truth and leave the opportunity to the younger generation.
The Web3 industry is mired in a deep winter, with Ethereum faltering and AI talent draining away. Practitioners are undergoing a great self-rescue. How will Vitalik and the OGs shoulder this responsibility?
IOSG
IOSG: Crypto didn't die after its developer count was halved; it simply made way for AI talent.
The drop in the number of crypto developers from 45K to 23K does not indicate a shrinking market; the number of senior developers has reached a record high, indicating a migration towards the AI ​​field. Blockchain talent is being revalued in areas such as computing power aggregation and agent-based payments, bringing structural opportunities to the industry.
IOSG
IOSG: 70% of top-performing wallets are bots, but AI hasn't taken over the prediction market yet.
Prediction markets are wealth transfer machines, and bots are their operators.
IOSG
IOSG On-Site Observation: Trump Crypto Luncheon and "Young America"
Attending the closed-door, encrypted conference at Trump's Mar-a-Lago resort, from AI agents replacing banks in five years to robots disrupting jobs in 36 months, the collision of radical predictions and resource integration reveals the ambition and anxiety of America's younger generation.
IOSG
IOSG：AI Agent的支付时刻，谁将成为机器经济的Stripe？
Agent 支付进入基础设施竞赛，x402 30 天跑出 330 万笔交易，Visa 与 Stripe 加速入场，Facilitator 层成为最赚钱生态位。
IOSG
IOSG Investment Research: An 11.5% High-Interest Trap? In-depth Analysis of Strategy's STRC Funding Flywheel
How do STRC perpetual preferred shares translate fixed-income demand into buying pressure on Bitcoin? This analysis examines the performance of this 11.5% annualized yield instrument during bull markets and the asymmetric credit risk it faces during Bitcoin declines.
IOSG
IOSG Founder: The Most Dangerous Prisoner's Dilemma in DeFi History
Where did the DeFi spirit go in 2020?
IOSG
IOSG: Global Consumer Crypto Survey – Users, Revenue, and Sector Distribution
The crypto industry has no shortage of users; it's just that Western VCs are targeting the wrong market.
IOSG
IOSG: TAO is Elon Musk, who invested in OpenAI; Subnet is Sam Altman.
Why is it said that the more successful Bittensor becomes, the more dangerous it may be for TAO investors?
IOSG
IOSG: The Next Decade of Digital Finance: When Fintech Merges with Encryption
DeFi stands for Wholesale, not Retail.
IOSG
IOSG: Deconstructing the Truth Behind $PUMP Valuation—On-Chain Evidence Completely Falsifies the "Population Inflating" Theory; Who is Creating a Cognitive Discount?
As the leading Meme token Launchpad for Solana, is Pump.fun's revenue truly real? This report provides an in-depth analysis of its product portfolio and ecosystem strategy, and conducts stress tests on trading volume manipulation to reveal whether $PUMP's current valuation is a pricing discrepancy or a risk discount.
IOSG
IOSG: Stablecoins Reshaping Cross-Border Payments in Asia? Strategic Overview and Investment Opportunities
Stablecoins are not a panacea for cross-border payments.
IOSG
Industry News
Market Trends
Curated Readings
Subscribe