半沐

Indeed, the whole market is in a bloodbath. Nvidia GPUs are still in short supply, and HBM supply can’t keep up. The market probably won’t peak until Nvidia has time to produce the 60 series.

After all these hacks, turns out BNB was the only thing that didn’t get hacked, huh? CZ, you’re really something—so it’s everyone for themselves, huh?
$BNB

Binance once again demonstrated its strong fault tolerance and extremely fast response. Unfortunately, Fish God had warned CZ and Sister Yi in advance about the unusual ETH withdrawals, but the response was a little slow. Otherwise, it might have been possible to stop the 140,000 ETH from being transferred. Still, this proves that Binance isn't completely airtight: a breach of an operations engineer's laptop was enough to create such a massive security gap. Binance needs to reflect on this. Of course, from now on, every move the hacker makes will be closely monitored. The hacker can only slowly move the funds out bit by bit. Sister Yi has said she'll keep an eye on the hacker's every move. I doubt they'll get away anytime in the next 10 years.

BNB is launching a new L1: faster, stronger, with an energy ring, and built for AI. The coin is still $BNB

$BNB has undergone 37 quarterly burns, and only 130 million tokens remain. In the future, both CZ and the top female influencer will have to pay to buy $BNB

Understanding a business is hard, but what if it’s an elephant right in the distance ahead? The investment philosophy of Zhang Yongping is still worth learning. Just do what you’re supposed to do, and be the kind of person who sticks to their duty
$UNI

Two-way comparison: this wave should be an automatic monthly investment of $UNI cash

Bitget wallet hacked, stay safe

Share a bullish logic for UNI—go ahead and refute it.

Once the SEC bill is implemented, tokenized securities will move to on-chain trading. Tokenized stocks will be on-chain, and spot will have to go through DEXs. Uniswap has been sitting at this checkpoint for years.

Over the past 30 days, tokenized securities TVL has grown: Uniswap V4 is #1, +$54.7M; V3 is #2, +$28.1M. Just the two Uniswap versions combined are already more than the total of the other eight.

Now look at valuation.

UNI FDV is $8.6B, HYPE is $91B—market cap is 10x apart. But the gap in 7-day revenue is narrowing: UNI $3.07M vs HYPE $14.39M.

Many people compare HYPE to UNI, but they’re simply not on the same track. HYPE is about derivatives plus a self-built chain ecosystem, while UNI is about the spot trading infrastructure layer. What the bill benefits is on-chain securities spot trading—this checkpoint is on UNI’s side.

At $8.6B FDV, buying a DEX monopoly slot catalyzed by this bill—this price can be measured and weighed.

Feel free to come argue and slap this down. Hold spot—don’t use any leverage.
$UNI

CZ shared the “Immortal Fruit Fly,” hoping someone would implement a faithful replica on BNB.
The most terrifying part of the immortal fruit fly is that it replicates the fruit fly’s neural network one-to-one—about 166,000 neurons—with no training at all, yet it performs all the fruit fly’s actions.

This suggests that we may be living inside a huge virtual world. And the one who opens this Pandora’s box is Geoffrey Hinton, the father of deep learning in AI. What CZ wants to explore is whether humans can combine blockchain with AI to achieve digital immortality.

Would you be willing to believe that the BNB hinted by cz will break through 1888? @CZ @Yi He
$BNB

$BTC $BNB In the next 4 years, you will experience an unprecedented surge in growth. Make sure you have your chips ready—there isn’t much time left for everyone.

Gemini 4 Pro is coming—bro, hold the wheel tight; AGI might actually be coming $GOOGLB

#Nvidia Acquires Hugging Face for $12.9 Billion—Only Alibaba’s MagicPaddle Remains as the Lone Mentee

Today’s Korean stock market and China’s A-shares in 2015 can’t be said to be similar—they’re basically exactly the same.

ChangXin started a fight with Huawei. ChangXin wanted to raise the price of Huawei’s chips, but Huawei couldn’t take it anymore and directly demanded a price cut. Without saying a word, ChangXin kicked Huawei’s on-site team back to their mother’s house.

As for Alibaba: it holds 5% of ChangXin Storage shares, so it directly gets a long-term contract price—cheaper and more favorable. Who told you all to have voted back then? Only you, Huawei, were stubborn: $BABAB

Alibaba comes in so strong right away; it looks like the most powerful domestic inference chip besides Huawei.$BABAB

Made in China is rising—burst the US stock bubble. ChangXin goes public, burst the US storage bubble. Domestic lithography machines go public, burst ASML’s hegemony. Everyone, come back—Big Brother is back.

Alibaba invests 7.9 billion to acquire 5% of Changxin Memory shares; now its value is 180 billion RMB—just say how strong that is.

ChangXin Storage’s market value is 3.66 trillion, and Alibaba directly earned 180 billion RMB