雨中狂睡
区块链技术爱好者，一二级亏钱选手
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US Stock Market Returns After Long Weekend: AI Hype Enters the 'Second Half', Three Major Bottlenecks Hide Big Opportunities
TSMC's financial report affects AI chip supply chain, CoWoS capacity expansion benefits AMKR; Nvidia shifts to high-power liquid cooling, power bottlenecks spawn new opportunities like NRG. Storage HBM prices soar, MLCC shortage risk intensifies, seize the opportunity.
雨中狂睡
Stop gambling within the framework of "fortune": Don't ask AI if it will buy; first talk to it about your mindset and current situation.
Most of the pain in Yi Zhong's life often stems from the mismatch between his personality and his holdings, and from abandoning the illusion of being all-powerful.
雨中狂睡
Is HyperEVM dragging Hyperliquid down?
The lack of alignment between the HyperEVM ecosystem and $HYPE has resulted in the market's valuation rating of Hyperliquid remaining at the application level of Aave and Uniswap, rather than the infrastructure level of Layer 1/Layer 2.
雨中狂睡
From Stablecoins to Hypeliquid, Let’s Talk About the Current Crypto Meta-Narrative
From stablecoins to Hypeliquid, let’s talk about the current crypto meta-narrative.
雨中狂睡
A brief discussion on Sonic and TikTok narrative from the perspective of ecology and traffic
The crypto industry has a natural interest in projects that can bring Web2 users into the Web3 market.
雨中狂睡
Beyond Meme, PENGU's Expectations and Future
Thoughts on PENGU.
雨中狂睡
From popular applications to infrastructure, the market's interest in AI agents is shifting
The Crypto AI Agent faction can be roughly divided into two major factions: the Virtuals faction and the ai16z faction.
雨中狂睡
Token issuance is imminent, let’s talk about “on-chain micro-strategy” Solv Protocol
“Personally, I think Solv’s fundamentals are OK. What it lacks now is a narrative. Once the narrative comes, it will be a good target.”
雨中狂睡
Crypto Market Outlook for December: The overall situation of AI Meme track has been basically determined, and only more segmented and practical projects can be favored
The future trend is "Agents that can run independently and collaborate with each other."
雨中狂睡
Viewpoint: How to solve BGT’s liquidity problem?
What BGT Market is doing is "effectively pricing the implicit value of BGT in the market."
雨中狂睡
Crypto Market Outlook for November: Why AI Agents Are Worth Betting On?
The AI Agent track may see a hype path from meme to infrastructure.
雨中狂睡
Crypto Market Outlook for November: Ethereum, US Election, and Alpha...
Ethereum still has a chance, and its core advantages lie in two points: ETF and RWA.
雨中狂睡
A brief analysis of Puffpaw: Can the e-cigarette DePIN really help users quit smoking?
Puffpaw is like a combination of StepN and Helium Mobile. Although its core is the DePIN physical facility, the process of users participating in "mining" is gamified.
雨中狂睡
加密市场10月展望：链抽象、Layer1战争、AI......
市场的炒作一般分为两种模式，一种是人造叙事，另一种是创新的酝酿、出现和爆发。
雨中狂睡
浅析Binance与TON基金会的需求和博弈：能够带来哪些财富机会？
在 CATI 上线之际，来和大家聊一下 TON 基金会和 Binance 两方的需求和博弈，以及对应的财富机会。
雨中狂睡
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