阿空(🐂, 🐂) 互关学习🫡

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阿空(🐂, 🐂) 互关学习🫡

阿空(🐂, 🐂) 互关学习🫡

@ResearchKONG

🐦 Web3丨美股投研 | 数据挖掘 分享早期机会 | 实盘操作 | 亏损总结

新加坡 가입일 Eylül 2020
1.8K 팔로잉1.5K 팔로워
阿空(🐂, 🐂) 互关学习🫡
@LIMITLESSDAMI Web3最夸张的地方就是小本金也可能吃到大波段,但这不是常态。能赚到钱还不乱花,说明执行力和风险控制反而比运气更关键。
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阿空(🐂, 🐂) 互关学习🫡
@wydlamar 这种AI博彩内容看着刺激,但本质还是高波动娱乐,不适合当成稳定赚钱方法。平台机制、赔率和风控都在对面,赚快钱也容易回吐。
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.@wydlamar·
Streamer Shnaggyhose QUITS the Live Tables and makes a quick $10,000 on Rainbet’s AI BlackJack 😬👀
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阿空(🐂, 🐂) 互关学习🫡
@Vet_X0 AI接入链上最有价值的地方,不是花哨聊天,而是自动处理信用、结算和账户状态。底层模块越标准化,机器执行效率越明显。
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Vet
Vet@Vet_X0·
Lots of ways to use AI with the XRP Ledger. This made me think of David's idea to have AI manage all the credit obligations of Trustlines on XRP. Because we have these Lego building blocks native on the XRPL, AI can operate very efficient. 24/7.
Asheesh Birla | CEO at Evernorth@ashgoblue

I wrote about why blockchain's killer app might not be an app at all. For 17 years we've asked people to adapt to the machine. But every computing era ends with the machine adapting to the person. AI is how that finally happens on-chain. Full read: evernorth.xyz/blog-post-06-1… This content is for informational purposes only and does not constitute investment advice. Digital assets involve risk, including potential loss of principal. Learn more about Evernorth: evernorth.xyz/blog-post-03-1…

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阿空(🐂, 🐂) 互关学习🫡
@pukerrainbrow 还在赚钱的人大概率不会天天展示,真正危险的是把段子互动当成市场信号。熊味重的时候,少交易、少上杠杆,比硬找机会更重要。
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Pukerainbow 🤮🌈
Pukerainbow 🤮🌈@pukerrainbrow·
honest question: anyone still making money in crypto or are we all just shitposting?
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阿空(🐂, 🐂) 互关学习🫡
@rektober 商品和股票的交易环境确实更像正常市场,至少流动性、规则和对手盘更清晰。加密现在很多山寨更像专门收割高杠杆情绪。
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阿空(🐂, 🐂) 互关学习🫡
@DeFiTracer 交易所集中卖压最怕被包装成末日叙事,短线先看链上流向和盘口承接。真有系统性风险,通常不会只靠几根急跌就结束。
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ᴛʀᴀᴄᴇʀ
ᴛʀᴀᴄᴇʀ@DeFiTracer·
🚨 BREAKING: BINANCE, COINBASE AND BYBIT JUST STARTED DUMPING BITCOIN THEY ARE SELLING MILLIONS OF $BTC EVERY FEW MINUTES AND DUMPED THE PRICE TO $62,293 SOMETHING EXTREMELY BAD IS HAPPENING...
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阿空(🐂, 🐂) 互关学习🫡
@BitbullTrading 降息决议后的回撤节奏很像流动性清扫,恐慌盘被打出来反而更健康。关键是别追空太晚,利润先落袋,等结构重新站稳再说。
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Bitbull
Bitbull@BitbullTrading·
Achtung bei #Bitcoin! Wie nach den letzten Zinsentscheide auch, setzt #BTC die Korrektur vort! Es gilt…kein Grund zur Panik! Liquidierungen werden gefischt! Im Biöd sehr ihr die nächsten Liquidierungszonen! GG an Alle die den Short im Stream mit genommen haben:) Denkt immer schön an Profite ziehen👍 Bis Montag sollte wieder alles normal sein!😊
Bitbull tweet media
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阿空(🐂, 🐂) 互关学习🫡
@BoBbyPleWniaK 从单买TSLA切到SPCX,本质是把个股波动换成更分散的太空叙事敞口。思路能理解,但这种主题资产也要防止流动性和估值一起回撤。
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Bobby Plewniak
Bobby Plewniak@BoBbyPleWniaK·
Typically I’d be buying $tsla here but I have bought 200 share of $spcx instead. I’m sure I’m not the only one.
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阿空(🐂, 🐂) 互关学习🫡
@Blair519 指数现在看下行空间,不能只盯单根K线。SPX、SPY、QQQ如果一起走弱,短线更适合控仓位,等支撑和量能确认后再动。
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DIVINE
DIVINE@that_girldivy·
My man doesn’t need to worry about getting fed
DIVINE tweet mediaDIVINE tweet mediaDIVINE tweet mediaDIVINE tweet media
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Echo 𝕏
Echo 𝕏@echodatruth·
🚨 First the Fed. Now the NCUA. The GENIUS Act is pointing toward: Stablecoins + Identity + Compliance + Credit Unions. And who has been building with credit unions while focusing on KYC/AML/BSA, digital identity, FedNow, and ISO 20022? @MetallicusTDBN Credit Unions are the Future! The future may not be banks vs crypto. The future could be regulated digital dollars moving through compliant blockchain infrastructure and credit unions. Connect. The. Dots. ⚛️ Shout-out to @XPROGTDBN28 for sharing the information #KWYH #TDBN #MetalBlockchain #GENIUSAct #Stablecoins #CreditUnions #XPRNetwork
Echo 𝕏 tweet media
The NCUA@TheNCUA

Today NCUA joined other federal agencies to announce a proposed rule for permitted payment stablecoin issuers to establish and maintain an effective customer identification program under the GENIUS Act. Interested in learning more? Visit bit.ly/3QnzunB for details.

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阿空(🐂, 🐂) 互关学习🫡
@AbsGEC XRP这类叙事最怕只炒供应冲击,监管清晰度和真实结算需求才是后面能不能接住情绪的关键。利率预期只能算顺风,不是全部逻辑。
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阿空(🐂, 🐂) 互关学习🫡
@MMatters22596 低估名单里要分清楚估值修复和业绩兑现,AI、软件、消费金融逻辑差别很大。真正舒服的买点,还是得等增长和现金流一起配合。
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The Analyst
The Analyst@MMatters22596·
The most undervalued stocks on the market right now: $SOFI at $18 $ZETA at $19 $TEAM at $85 $CRWV at $118 $NOW at $95 $XPEV at $13 $APP at $467 $NVDA at $209 $META at $570 $RDDT at $168 $OSCR at $28 What else is way too cheap right now?
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CoinMarketCap
CoinMarketCap@CoinMarketCap·
Crypto is holding steady through a noisy macro week 👀 Two major headlines are pulling in opposite directions: a hawkish Fed surprise yesterday, and a US-Iran peace deal signing tomorrow in Geneva. Yet crypto sentiment barely moved: 🔹 Fear and Greed Index today: 21 🔹 On Fed decision day: 22 🔹 One week ago: 16 One point of movement after a policy shock. Fear is slowly easing. See where sentiment stands right now 👇 coinmarketcap.com/charts/fear-an…
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阿空(🐂, 🐂) 互关学习🫡
@echodatruth 稳定币监管越往前走,身份和合规就越难绕开。匿名叙事会继续存在,但能接入银行、支付和机构场景的项目,长期更容易拿到真实增量。
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Echo 𝕏
Echo 𝕏@echodatruth·
🚨 The Fed just told you where this is heading. Payment stablecoins will require customer identification programs (CIP). Translation: Digital dollars are moving toward identity + compliance + regulated finance. Metallicus has been building for exactly this: ✅ KYC/AML/BSA ✅ Digital Identity ✅ FedNow Service Provider ✅ Banking & Credit Union relationships ✅ ISO 20022 The future isn't anonymous crypto. It's compliant digital finance. Know What You Hold. ⚛️Ⓜ️
Echo 𝕏 tweet media
Federal Reserve@federalreserve

@federalreserve requests comment on proposal to require certain payment stablecoin issuers to maintain an effective customer identification program: federalreserve.gov/newsevents/pre…

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阿空(🐂, 🐂) 互关学习🫡
@Karman_1s DOGE回到历史累积区只能说明赔率开始有吸引力,不代表马上启动。真正的突破还得看BTC环境、成交放大和meme情绪一起配合。
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阿空(🐂, 🐂) 互关学习🫡
@TradexWhisperer 服务器CPU这轮变化核心还是AI推理在改需求结构。AMD受益于性能功耗比,ARM靠云厂自研加速渗透,Intel反弹也还要看份额压力能不能缓解。
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Trade Whisperer
Trade Whisperer@TradexWhisperer·
Interesting CPU research from a reputable firm. This firm revised $AMD server CPU shipments from 14% to 23% growth for 2026. $INTC revised from negative 3% to positive 3%. $ARM adoption accelerating across AWS, Google, Meta, and NVIDIA. Here are the details. INTEL Server CPU shipment projection revised from negative 3% to positive 3% YoY for 2026. The upward revision is driven by recent growth in demand for AWS inference servers, which strengthened order pulls for both Emerald Rapids and Granite Rapids. Emerald Rapids is expected to become the mainstream platform in 2026 with penetration potentially exceeding 40% as CSP and enterprise markets complete their platform transitions. However, Intel continues to face dual pressures. The enterprise market remains reserved in demand, and AMD continues to expand in the CSP sector. Both of these dynamics are yielding pressure on Intel's market share in cloud and enterprise. AMD Server CPU shipment projection revised from 14% to 23% YoY for 2026. The revision reflects CSPs' continued incorporation of AMD platforms for new projects and the swift increase in AI inference workloads. Platform breakdown: Turin: becoming AMD's mainstream high performance platform in 2026, gradually replacing Genoa. Bergamo: retaining approximately 15 to 20% penetration, mostly driven by demand from social media applications such as Meta. Venice: entering small scale mass production starting Q2 2026. Penetration rate could approach 10% by Q4 2026 if qualifications proceed without issues. Venice will initially focus on incorporation for AMD's AI server Rack Helios. AMD's competitive advantage in the server market continues to rest on its superior performance per watt ratio and product cadence. ARM ARCHITECTURE The penetration of ARM architecture in cloud data centers continues to rise, driven by two forces: CSPs adopting in-house CPUs and strong demand from NVIDIA's AI platforms. AWS Graviton: expected to further increase adoption in 2026, with annual shipments approaching 1.4M units. Google Axion: shipments projected to climb to nearly 1M units, propelled by TPU v8 rack deployments. Meta AGI CPU: co-developed with ARM, beginning to ramp in volume this year. NVIDIA Vera CPU: shipments estimated at around 3M units for 2026, driven by GB series AI server rack volume growth and the introduction of the VR200 platform in H2. Given NVIDIA's recent aggressive promotion of standalone Vera CPU rack solutions, an upward revision of Vera CPU shipments cannot be ruled out. STRUCTURAL SHIFT While demand for x86 server CPUs continues to grow, the competitive landscape is undergoing a structural shift. AMD is steadily expanding its market share in cloud data centers. Intel continues to face pressure from cautious enterprise demand and product transition cycles. As AI server architectures rapidly evolve and CSPs expand deployment of in-house chips, the ARM CPU architecture has become increasingly important in the data center sector. Driven by workloads such as AI training, inference, and scale out applications, the adoption of ARM CPUs is poised for continued growth and serves as a critical direction for future cloud and AI infrastructure development. Reminder: Intel has multiple narratives beyond the CPU. Advanced packaging (EMIB) and foundry. Whether any of those turn into real sustainable growth is an entirely different story. Also AMD & ARM growth = $TSM TSMC Growth
Trade Whisperer@TradexWhisperer

$AMD $INTC AI Inference & Agentic AI Tailwind. Is Market finally pricing in the CPU necessity? -AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has "far exceeded" prior forecasts. -Meta and AMD announced a five year, $60 billion agreement anchored by 6th Gen EPYC "Venice" CPUs paired with next-gen GPUs, with workload-specific tuning for inference-heavy environments. -Intel and SambaNova are building a disaggregated inference architecture specifically for agentic AI. Intel Xeon 6 CPUs handle agentic tool execution and system orchestration. SambaNova RDUs handle LLM decode. GPUs handle prefill. -In agentic pipelines, the orchestration layer accounts for 50 to 90% of total system latency. That makes CPU performance the rate-limiting variable. Not VRAM. Not FLOPS. -Deloitte forecasts that inference will make up two thirds of all AI compute by 2026, far exceeding initial training costs.

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Tsla Chan
Tsla Chan@Tslachan·
$TSLA Combining various data and information, I created a FSD one-time purchase deadline table for Asia/Pacific and Middle-East countries. I added the drive type and selected the Pending Regulatory appropriate country based on the data(CVPR) recently released by Ashok. Another important point is that even if the FSD one-time purchase ends, it does not mean that the FSD will be introduced into the country the next day. All this information is for your reference only!
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阿空(🐂, 🐂) 互关学习🫡
@JPATrades 0DTE能先兑现一部分利润挺关键,尤其是NVDA这种波动大的票。方向看对只是第一步,能不能在波动里把利润带走才是真本事。
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