Pioneer's View: Interviews with Crypto Celebrities

Pioneer's View: Interviews with Crypto Celebrities

Exclusive interviews with crypto celebrities, sharing unique observations and insights.

179 articles
Latest SemiAnalysis Interview: Storage Still Has Room to Double, Short- to Medium-Term Caution on CPO, CPU Is Just a Supporting Role
SemiAnalysis founder details AI infrastructure: Anthropic already has positive free cash flow, structural memory shortage persists for years, CPO large-scale deployment delayed to end of 2028, data centers self-building power sources become new opportunity.
华尔街见闻
Dragonfly Partner: In the Age of AI Frenzy and OG Departures, How to Safeguard Crypto's 'Exponential Growth'?
If you can't hold on during the downturn, then you really should go into AI.
Odaily星球日报
From ByteDance to Financial Freedom: How Did 'Byte Bro' Leto Cultivate the Investment Judgment to Achieve a 30 Million Yuan Comeback?
Former ByteDance data engineer Leto opens up for the first time, reviewing his journey to a 30 million yuan comeback in US stocks. Using data-driven and A/B testing approaches for investment decisions, he details options strategies, risk management, and recent storage sector opportunities, offering a practical methodology for salaried workers to achieve financial freedom.
Leto Bao2 authors
Dan Bin's Latest Speech: The AI Era Is Not a Bubble; the Risk of Missing the Era Outweighs Short-Term Bubble Worries
From the industry cycle perspective, the AI wave can be benchmarked against the decade-long rhythm of the internet; investors should seize the primary cause of technological progress and never miss out on the great era.
加密名人堂
"AI Godmother" Fei-Fei Li's Latest Interview: In 10 Years, Only These Two Types of People Will Remain in the Workplace
In ten years, the workplace will only have the top 1% of elite experts and highly proactive generalists; the middle layer will be compressed. AI is not replacing humans, but elevating value. Learn to use tools rather than be replaced by them to break through.
加密名人堂
Interview with CSOP CIO Wang Yi: Tokenization hinges on compliance framework, AI remains the main thrust of global capital
Video
Investment focus should follow the flow of 'AI CAPEX', especially the downstream segments that absorb capex (e.g., memory makers like Micron and SK Hynix).
The Round Trip2 authors
Exclusive Interview with Strategy CEO: Can STRC Recover After Selling Bitcoin?
"Doing nothing" is one of our extremely important strategic options, and we are not worried that DeFi protocols built on STRC will trigger a cascade of collapses.
吴说区块链
Anthropic CEO's 10,000-Word Interview: Balancing Business and Safety as AI Becomes a Superweapon
Revealing the inside story of leaving OpenAI, why the Mythos model isn't being released, and the trade-offs in AI competition and safety.
Felix
An Investor Holding 28 Stocks Across the US, Japan, Korea, and Taiwan: How to Bet on the Second Half of AI?
Transitioning from crypto to US stocks, Fiona uses first principles to uncover the AI semiconductor supply chain. Storage, MLCC, optical interconnects, and power semiconductors—she only buys the most certain directions.
168X
对话Hash Global创始人KK：VC现在还会投链游吗？什么项目还能拿到融资？
Web3 投资已进入下半场，请放下叙事，回归常识。
GMA
qinbaFrank: AI Computing Power Wave Review and Outlook — From Nvidia's Three Major Debates to Optical Interconnects and SpaceX IPO, How Is Capital Rotating?
The complete path of the AI market from 2023 to the present: from the market's three major debates on AI, to how penetration rate dividends determine commercialization efficiency, and now to the critical stage of shifting from hardware scarcity to commercialization validation.
qinbafrank2 authors
Interview with Morgan Stanley's Head of Digital Assets: Bitcoin Reaching One Million Dollars Isn't Difficult, the Difficulty Lies in Education
Bitcoin ETFs are seeing record demand, so why aren't institutions fully committed? She believes a real breakthrough might require a crisis in the traditional financial system, and reaching millions of dollars within five years is not impossible.
深潮TechFlow
The Power Game and Decentralization Debate in Cutting-Edge AI: From the Fable 5 Ban to the Future of DeAI
Anthropic's Claude Fable 5 was exposed for secretly "lowering its intelligence," and Microsoft's ban triggered a crisis of trust. Crypto experts CoinFund, Dragonfly, and Sentora debated whether decentralized AI could break centralized monopolies and censorship, and what its future holds.
Yuliya
Sequoia Capital interviews Jensen Huang: The computing paradigm is undergoing a 60-year transformation; you won't be replaced by AI, but you will be outmaneuvered by those who "use AI effectively."
AI factories usher in the era of intelligent networks, from retrieval to generation, with five layers of investment logic and job enhancement. Don't let your job be taken away; learn to use AI instead.
Yuliya
Are US stocks too expensive? This top CIO scoured the globe and found 5 stocks that are even better than Nvidia.
Looking at international markets, these 5 stocks will outperform the S&P 500.
深潮TechFlow
6MV Partner: ETH's narrative is confusing, Solana's growth is stagnant, and Hyperliquid is "the DeFi version of Tether".
6MV partner Mike Dudas analyzes the reasons for Ethereum's confusing narrative and lack of configuration, compares Hyperliquid to Tether, discusses the opportunities and shortcomings of Solana, and highlights the key role of programmatic buybacks and value capture mechanisms.
深潮TechFlow
Interview with a Binance Research researcher: How are institutions changing the crypto market?
The gradual improvement of institutionalization and regulation is driving the crypto market toward maturity; L1 is transforming from general-purpose to specialized.
Felix
Interview with the founder of IOSG: Asia's Crypto VC industry has entered "hell mode," and high-quality projects often emerge from the lowest points of uncertainty.
Many venture capitalists have disappeared, fundraising is difficult, and talent is flowing to AI.
Foresight News
From Crypto OG to Three Storage Giants Heavily Invested In: AI Bull Market Correction Prediction, Web4 and Opportunities for the Younger Generation
Chris Lee, former CEO of OKEx and CFO of Huobi, believes that the main source of exorbitant profits over the past decade has shifted from crypto to AI infrastructure (semiconductors, storage, and optical interconnects).
168X
Interview with VanEck CEO: In the crypto winter, only BTC and stablecoins will survive; the surge in memory chip prices is more like a bubble.
Nvidia has become the "host" of the AI ​​era, gold is regaining its position as the world's number one currency, Wall Street will absorb blockchain technology, but most token ecosystems will disappear.
深潮TechFlow