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The benchmarks: Kimi K3 beat Anthropic's Opus 4.8 and OpenAI's GPT-5.5 in front-end coding tests, and only trailed the very top tier, Claude Fable 5 and GPT-5.6 Sol, on overall capability.
The price: Moonshot says it costs roughly 40% less to run than Opus 4.8.
The catch: Unlike the premium US labs, Moonshot is releasing Kimi as a fully open-weight model on July 27. It means that anyone, including foreign governments, can download it and run it on their own infrastructure.
The pattern: Kimi K3 lands just weeks after z.AI's GLM-5.2 and Meituan's LongCat 2.0, the latter reportedly trained entirely on domestic Chinese chips.
Here's the asterisk nobody's saying out loud: this release came days after US export controls briefly cut off access to Anthropic's own Fable and Mythos models. While Washington was busy deciding who's allowed to touch the best American AI, China was busy giving its best AI away for free. One AI startup founder told CNBC he'd already switched 100% of his company's traffic to a cheaper Chinese model and watched his costs "crash to the ground."
Cost is becoming the story just as much as capability. If your product roadmap assumes American labs will always sit untouchable at the top, this is the week to double check that assumption.
🔮 Prediction: Expect at least one major US enterprise AI buyer to publicly announce a shift to a Chinese open-weight model in the next 60 days, purely on cost grounds. The "China is behind" narrative doesn't survive 2026 in its current form.
Reply and tell me: would you ever run your company's AI stack on an open-weight Chinese model? I want to know where the line is for you.
#KimiK3 #chatgpt
The price: Moonshot says it costs roughly 40% less to run than Opus 4.8.
The catch: Unlike the premium US labs, Moonshot is releasing Kimi as a fully open-weight model on July 27. It means that anyone, including foreign governments, can download it and run it on their own infrastructure.
The pattern: Kimi K3 lands just weeks after z.AI's GLM-5.2 and Meituan's LongCat 2.0, the latter reportedly trained entirely on domestic Chinese chips.
Here's the asterisk nobody's saying out loud: this release came days after US export controls briefly cut off access to Anthropic's own Fable and Mythos models. While Washington was busy deciding who's allowed to touch the best American AI, China was busy giving its best AI away for free. One AI startup founder told CNBC he'd already switched 100% of his company's traffic to a cheaper Chinese model and watched his costs "crash to the ground."
Cost is becoming the story just as much as capability. If your product roadmap assumes American labs will always sit untouchable at the top, this is the week to double check that assumption.
🔮 Prediction: Expect at least one major US enterprise AI buyer to publicly announce a shift to a Chinese open-weight model in the next 60 days, purely on cost grounds. The "China is behind" narrative doesn't survive 2026 in its current form.
Reply and tell me: would you ever run your company's AI stack on an open-weight Chinese model? I want to know where the line is for you.
#KimiK3 #chatgpt
July 18, 2026 | Read online
🇨🇳 China just caught up to Claude
Kimi K3 beat Opus 4.8 at 40% less cost. Plus: the MLB considers AI in dugouts cheating and the White House controls AI access.
Sponsored by
Instagram | Sponsor this newsletter
My fellow AI explorers
Two things happened this week that quietly moved the AI industry's center of gravity, and neither of them was a shiny new product launch.
In today’s edition:
🇨🇳 Moonshot's Kimi K3 just narrowed the US-China AI gap overnight, and it's open-weight
🏛️ The White House is quietly deciding who gets access to frontier AI models, not Anthropic or OpenAI
🎬 30-Second AI Play: turn any topic into a Vox-style mini documentary with one prompt
The best voice models, now across all channels
Most CX platforms do not own the voice. They orchestrate a workflow, then call a third party for speech and transcription. Every hop adds latency, cost, and another vendor to manage.
ElevenAgents is the opposite. They make the voice models the market builds on, and ElevenAgents puts full orchestration on top. Voice, transcription, text-based chat, and reasoning run in one vertically integrated pipeline, so responses come back in <400 milliseconds and sound human, not synthetic.
Plus, you keep full control. Plug in any LLM, integrate tools, webhooks, and MCP servers, and ground responses in your knowledge base. Get an agent live in minutes, then A/B test with Experiments, enforce Guardrails, and version every change.
The payoff: more human conversations, lower latency, and far less time stitching infrastructure together. You build on the models you already trust. Pricing is transparent and flat at $0.08 per minute.
Start building free
Chinese AI
Kimi Just Ate a Slice of Anthropic's Lunch
Moonshot AI, a Beijing-based lab backed by Alibaba, released Kimi K3 this week, and it landed like a small earthquake in Silicon Valley.
#KimiK3
🇨🇳 China just caught up to Claude
Kimi K3 beat Opus 4.8 at 40% less cost. Plus: the MLB considers AI in dugouts cheating and the White House controls AI access.
Sponsored by
Instagram | Sponsor this newsletter
My fellow AI explorers
Two things happened this week that quietly moved the AI industry's center of gravity, and neither of them was a shiny new product launch.
In today’s edition:
🇨🇳 Moonshot's Kimi K3 just narrowed the US-China AI gap overnight, and it's open-weight
🏛️ The White House is quietly deciding who gets access to frontier AI models, not Anthropic or OpenAI
🎬 30-Second AI Play: turn any topic into a Vox-style mini documentary with one prompt
The best voice models, now across all channels
Most CX platforms do not own the voice. They orchestrate a workflow, then call a third party for speech and transcription. Every hop adds latency, cost, and another vendor to manage.
ElevenAgents is the opposite. They make the voice models the market builds on, and ElevenAgents puts full orchestration on top. Voice, transcription, text-based chat, and reasoning run in one vertically integrated pipeline, so responses come back in <400 milliseconds and sound human, not synthetic.
Plus, you keep full control. Plug in any LLM, integrate tools, webhooks, and MCP servers, and ground responses in your knowledge base. Get an agent live in minutes, then A/B test with Experiments, enforce Guardrails, and version every change.
The payoff: more human conversations, lower latency, and far less time stitching infrastructure together. You build on the models you already trust. Pricing is transparent and flat at $0.08 per minute.
Start building free
Chinese AI
Kimi Just Ate a Slice of Anthropic's Lunch
Moonshot AI, a Beijing-based lab backed by Alibaba, released Kimi K3 this week, and it landed like a small earthquake in Silicon Valley.
#KimiK3
【Has OpenAI found a new rival? China’s AI dark horse launches Kimi K3—directly challenging GPT! 🤖🔥】
In the AI world, another dark horse has emerged!
Chinese AI company Moonshot AI (Moomoo the Dark Side of the Moon) has officially released its latest model:
👉 Kimi K3.
Many in the industry believe its goal is crystal clear:
To directly challenge global AI giants like OpenAI and Anthropic.
Why is everyone paying so much attention?
Because Kimi K3 not only upgrades its reasoning capabilities,
it further strengthens:
🧠 Code generation
📚 Long-text understanding
💬 Multi-turn dialogue
Overall performance compared with the previous generation shows a clear improvement.$BTC
For developers, this means:
In the future, you can achieve more complex tasks at a lower cost.
The AI industry has now entered a new stage.
In the past, everyone competed by:
👉 Who could build the first big model.
Now, competition has shifted to:
👉 Who is smarter?
👉 Who is cheaper?
👉 Who can actually make real-world applications happen more easily?
As more and more new models appear, competition across the entire AI industry is getting more and more intense.$ETH
For tech companies, this may mean more innovation.
But for investors, it also means:
The competition in the AI sector is only just beginning.🔥🔥
📌 The release of Kimi K3 once again proves that AI competition is accelerating. From OpenAI to Anthropic, and then to Chinese AI companies—who truly wins in the future may not be whoever enters first, but whoever can deploy the fastest, be the most useful, and deliver the lowest cost.$SOL
Click the profile picture to follow me—every day, I’ll be the first to help you understand AI, tech, U.S. stocks, the crypto space, and global capital trends, in the simplest way to read the market and catch the next wave of opportunities! 🚀
#2026足球风潮 #KimiK3 #moonshot #布伦特原油涨4.6% #里海管道联盟暂停原油装载
In the AI world, another dark horse has emerged!
Chinese AI company Moonshot AI (Moomoo the Dark Side of the Moon) has officially released its latest model:
👉 Kimi K3.
Many in the industry believe its goal is crystal clear:
To directly challenge global AI giants like OpenAI and Anthropic.
Why is everyone paying so much attention?
Because Kimi K3 not only upgrades its reasoning capabilities,
it further strengthens:
🧠 Code generation
📚 Long-text understanding
💬 Multi-turn dialogue
Overall performance compared with the previous generation shows a clear improvement.$BTC
For developers, this means:
In the future, you can achieve more complex tasks at a lower cost.
The AI industry has now entered a new stage.
In the past, everyone competed by:
👉 Who could build the first big model.
Now, competition has shifted to:
👉 Who is smarter?
👉 Who is cheaper?
👉 Who can actually make real-world applications happen more easily?
As more and more new models appear, competition across the entire AI industry is getting more and more intense.$ETH
For tech companies, this may mean more innovation.
But for investors, it also means:
The competition in the AI sector is only just beginning.🔥🔥
📌 The release of Kimi K3 once again proves that AI competition is accelerating. From OpenAI to Anthropic, and then to Chinese AI companies—who truly wins in the future may not be whoever enters first, but whoever can deploy the fastest, be the most useful, and deliver the lowest cost.$SOL
Click the profile picture to follow me—every day, I’ll be the first to help you understand AI, tech, U.S. stocks, the crypto space, and global capital trends, in the simplest way to read the market and catch the next wave of opportunities! 🚀
#2026足球风潮 #KimiK3 #moonshot #布伦特原油涨4.6% #里海管道联盟暂停原油装载
#moonshotkimik3sparkschipselloff 🤖 Kimi K3 Disrupts Tech: Is the Semiconductor Bull Run Dead?
The official debut of China's Kimi K3 has triggered a massive wave of distribution across the chip sector, causing Wall Street to panic and dragging the Philadelphia Semiconductor Index down 20% from its peak straight into a bear market.
Benchmark data reveals that while Kimi K3 has a slight speed deficit, it commands a price tag roughly half that of competitor models like Claude Fable 5. This highly aggressive, cost-effective pricing structure is putting an end to the frantic institutional hoarding of overpriced hardware—delivering a severe blow to hardware giants like Nvidia and TSMC.
The Strategic Playbook:
The Bullish Stance: Exercise patience. Smart money and large funds are actively unwinding overextended inventory, but the core macro structure hasn't completely collapsed. Avoid catching the falling knife; wait for a clear accumulation base to form before redeploying capital.
The Bearish Stance: Hunt the counter-trend relief rallies. Look for signs of exhaustion on short-term bounces to establish precise short setups, scalping quick intraday profits amid this high-volatility regime.
Are you preparing to bid the semiconductor dip at key support, or is there still more downside liquidity to clear out?
Let's hear your bias below! 👇
⚠️ Not financial advice. DYOR!
#moonshot #KimiK3 #aitrend
$NVDAB
$TSMB
$MUB
The official debut of China's Kimi K3 has triggered a massive wave of distribution across the chip sector, causing Wall Street to panic and dragging the Philadelphia Semiconductor Index down 20% from its peak straight into a bear market.
Benchmark data reveals that while Kimi K3 has a slight speed deficit, it commands a price tag roughly half that of competitor models like Claude Fable 5. This highly aggressive, cost-effective pricing structure is putting an end to the frantic institutional hoarding of overpriced hardware—delivering a severe blow to hardware giants like Nvidia and TSMC.
The Strategic Playbook:
The Bullish Stance: Exercise patience. Smart money and large funds are actively unwinding overextended inventory, but the core macro structure hasn't completely collapsed. Avoid catching the falling knife; wait for a clear accumulation base to form before redeploying capital.
The Bearish Stance: Hunt the counter-trend relief rallies. Look for signs of exhaustion on short-term bounces to establish precise short setups, scalping quick intraday profits amid this high-volatility regime.
Are you preparing to bid the semiconductor dip at key support, or is there still more downside liquidity to clear out?
Let's hear your bias below! 👇
⚠️ Not financial advice. DYOR!
#moonshot #KimiK3 #aitrend
$NVDAB
$TSMB
$MUB
🤖 The release of Kimi K3 by the Chinese company Moonshot AI reignited the debate over a possible bubble in the artificial intelligence sector.
The new model demonstrated competitive performance against Western models in programming and reasoning tasks, raising doubts about whether the valuations of some AI and semiconductor companies are too high.
This led to a sharp drop in technology stocks and also temporarily affected the crypto market.
Greater competition could speed up innovation and reduce costs for users.
However, it also forces investors to reassess whether the sector’s growth expectations still justify their current valuations.
#KimiK3
The new model demonstrated competitive performance against Western models in programming and reasoning tasks, raising doubts about whether the valuations of some AI and semiconductor companies are too high.
This led to a sharp drop in technology stocks and also temporarily affected the crypto market.
Greater competition could speed up innovation and reduce costs for users.
However, it also forces investors to reassess whether the sector’s growth expectations still justify their current valuations.
#KimiK3
Is Kimi K3 allegedly distilling an Anthropic new model that hasn’t been developed yet?
Yesterday, a report said that Anthropic’s CEO went to the U.S. Congress to file a complaint, claiming they found Kimi K3 secretly distilling an unpublished model from their side that they haven’t finished working on yet. A congressman directly pressed for details: was this an internal leak, or did a hacker steal it?
If this is true, then Anthropic’s internal security safeguards are basically like a sieve.
But it’s also pretty ironic—back then it was “business secrets can’t be protected,” and now it’s “it gets taken away by the neighbor before it’s even born.”
#KimiK3 #Claude #AI
Yesterday, a report said that Anthropic’s CEO went to the U.S. Congress to file a complaint, claiming they found Kimi K3 secretly distilling an unpublished model from their side that they haven’t finished working on yet. A congressman directly pressed for details: was this an internal leak, or did a hacker steal it?
If this is true, then Anthropic’s internal security safeguards are basically like a sieve.
But it’s also pretty ironic—back then it was “business secrets can’t be protected,” and now it’s “it gets taken away by the neighbor before it’s even born.”
#KimiK3 #Claude #AI
Just finished the timeline—some interesting things, in brief:
1. Kimi K3: a one-sentence video editor. cut.qiaomu.ai is already up and running. Export still has issues, but the speed is honestly absurd.
2. Fable 5 will roll out to all Max/Team Premium starting 7/20, with a 50% quota limit. This one has 7,932 likes—looks like everyone’s been lured in by Fable’s hype.
3. France has shut down Polymarket, calling it illegal gambling.
4. Claude’s open-source project allows you to apply for 6 months of Max for free.
5. Luyao is eyeing the liquidation price of a long position on Hype—53.88 dollars.
That Kimi K3 demo was too wild. Stop saying there’s no good AI in China.
#Claude #KimiK3 #Fable5
1. Kimi K3: a one-sentence video editor. cut.qiaomu.ai is already up and running. Export still has issues, but the speed is honestly absurd.
2. Fable 5 will roll out to all Max/Team Premium starting 7/20, with a 50% quota limit. This one has 7,932 likes—looks like everyone’s been lured in by Fable’s hype.
3. France has shut down Polymarket, calling it illegal gambling.
4. Claude’s open-source project allows you to apply for 6 months of Max for free.
5. Luyao is eyeing the liquidation price of a long position on Hype—53.88 dollars.
That Kimi K3 demo was too wild. Stop saying there’s no good AI in China.
#Claude #KimiK3 #Fable5
😳 New Chinese AI network could pose a threat to Bitcoin (CoinDesk)
➠ The company #moonshot AI has unveiled model #KimiK3 , which includes 2.8 trillion parameters and supports a context of up to one million tokens. It reportedly outperformed Claude and #GPT in programming tests.
➠ Kimi K3 will be made available for free with open weights, allowing it to be downloaded and run on private servers and modified without paying fees to developers—undermining the notion that advanced AI will remain scarce, costly, and monopolized by US companies.
➠ The full version is scheduled to be released on July 27. If the announced results are confirmed, the market may reassess the need for massive spending on expensive AI models, chips, and data centers, which could increase pressure on Nvidia.
➠ Bitcoin is increasingly moving in sync with AI company stocks and chipmakers. So, any sell-off wave in technology stocks could also weigh on Bitcoin.
➠ Bitcoin mining firms that are converting their infrastructure into AI data centers may also be affected. If new models require less computing resources, demand for this infrastructure could decline.
➠ For reminder, a similar scenario occurred after the exciting release of the DeepSeek model in 2025, when Nvidia and Bitcoin shares saw a sharp drop $BTC .
➠ The company #moonshot AI has unveiled model #KimiK3 , which includes 2.8 trillion parameters and supports a context of up to one million tokens. It reportedly outperformed Claude and #GPT in programming tests.
➠ Kimi K3 will be made available for free with open weights, allowing it to be downloaded and run on private servers and modified without paying fees to developers—undermining the notion that advanced AI will remain scarce, costly, and monopolized by US companies.
➠ The full version is scheduled to be released on July 27. If the announced results are confirmed, the market may reassess the need for massive spending on expensive AI models, chips, and data centers, which could increase pressure on Nvidia.
➠ Bitcoin is increasingly moving in sync with AI company stocks and chipmakers. So, any sell-off wave in technology stocks could also weigh on Bitcoin.
➠ Bitcoin mining firms that are converting their infrastructure into AI data centers may also be affected. If new models require less computing resources, demand for this infrastructure could decline.
➠ For reminder, a similar scenario occurred after the exciting release of the DeepSeek model in 2025, when Nvidia and Bitcoin shares saw a sharp drop $BTC .
🦞 Hermes: Shrimp Farming Memo
🔥 Kimi K3: A new open-source king with 2.8T specs
K3 may be the biggest variable in open-source models this year. For the first time, a Chinese model has taken a seat at the table in global benchmarks of overall intelligence.
In Moonshot AI’s Kimi series, people viewed the K2 era as a competitor to DeepSeek. But with K3, the landscape changes—it directly targets GPT-5.6 and Claude Fable.
Key numbers: 2.8 trillion parameters, 1M token context, multimodal, and full weights opening on July 27.
📊 II. Benchmark performance
Artificial Analysis comprehensive evaluation:
Intelligence Index: 57.1
Coding Index: 76.2
Agentic Index: 50.1
What do 57 points mean? In the same tier as GPT-5.6 Sol (58.9) and Claude Opus 4.8 (55.7), only behind Fable 5 (59.9).
Agent capabilities are even more outrageous:
- GDPval v2 → Elo 1668, surpassing GPT-5.5 and Opus 4.8
- AutomationBench-AA → #1 worldwide
- AA-Briefcase long-task knowledge work → #2 worldwide
- Frontend Code Arena → #1 worldwide (jumping from #18 in K2.6 to #1)
Last year it was about who could chat better; this year it’s about who can get work done better.
💰 III. Price comparison
Kimi K3 (official direct) $1.10 input $5.50 output AA 57.1
Kimi K3 (OR) $3.00 $15.00
DS V4 Pro $0.44 $0.87 44.3
DS V4 Flash $0.14 $0.28 40.3
GPT-5.6 Sol $5.00 $30.00 58.9
Claude Opus 4.8 $5.00 $25.00 55.7
GLM-5.2 $0.94 $2.96 51.1
- 8~20x more expensive than V4 Flash, but Index is higher by 17 points
- 4~5x cheaper than GPT-5.6 Sol, only lower by 1.8 points
- 5~7x more expensive than K2—the official no longer sells it as a “cheap big bowl”
🔓 IV. The significance of opening weights on July 27
The impact comes in three layers:
① Individual developers — A 2.8T parameter model can’t be run locally. You’d need an 18~70 H100 cluster; it’s not feasible for individuals.
② Cloud providers / API middlemen — With the weights, they can build their own inference services, drastically reducing access costs, making price competition possible.
③ Open-source ecosystem — If it’s delivered, K3 will become the open-source model with the strongest overall capabilities, surpassing all open-source contenders like GLM and DeepSeek.
💡 V. Another overlooked piece of data
Compared with K2.6, K3 uses about 21% fewer output tokens, yet achieves higher intelligence scores. This isn’t just “more parameters”—there are clear improvements in inference efficiency and training methods as well.
⚠️ VI. Uncertainty
- Will the weights be delivered as scheduled on 7/27?
- The open-source license terms for a 2.8T model? Commercial restrictions?
- Under the MoE architecture, what is the real-world inference efficiency?
- After API prices increase, will it be able to retain users?
🔮 Summary
K3 isn’t necessarily already the strongest model in the world, but it very likely is a top contender for the world’s strongest open-source model. If the weights are opened on time, the gap between open-source and closed-source will shrink further in the second half of the year. The fault line for Agent capabilities is here—this year’s competition is about who can get work done, not whose parameters are bigger.
#KimiK3 #开源AI #AIAgent
🔥 Kimi K3: A new open-source king with 2.8T specs
K3 may be the biggest variable in open-source models this year. For the first time, a Chinese model has taken a seat at the table in global benchmarks of overall intelligence.
In Moonshot AI’s Kimi series, people viewed the K2 era as a competitor to DeepSeek. But with K3, the landscape changes—it directly targets GPT-5.6 and Claude Fable.
Key numbers: 2.8 trillion parameters, 1M token context, multimodal, and full weights opening on July 27.
📊 II. Benchmark performance
Artificial Analysis comprehensive evaluation:
Intelligence Index: 57.1
Coding Index: 76.2
Agentic Index: 50.1
What do 57 points mean? In the same tier as GPT-5.6 Sol (58.9) and Claude Opus 4.8 (55.7), only behind Fable 5 (59.9).
Agent capabilities are even more outrageous:
- GDPval v2 → Elo 1668, surpassing GPT-5.5 and Opus 4.8
- AutomationBench-AA → #1 worldwide
- AA-Briefcase long-task knowledge work → #2 worldwide
- Frontend Code Arena → #1 worldwide (jumping from #18 in K2.6 to #1)
Last year it was about who could chat better; this year it’s about who can get work done better.
💰 III. Price comparison
Kimi K3 (official direct) $1.10 input $5.50 output AA 57.1
Kimi K3 (OR) $3.00 $15.00
DS V4 Pro $0.44 $0.87 44.3
DS V4 Flash $0.14 $0.28 40.3
GPT-5.6 Sol $5.00 $30.00 58.9
Claude Opus 4.8 $5.00 $25.00 55.7
GLM-5.2 $0.94 $2.96 51.1
- 8~20x more expensive than V4 Flash, but Index is higher by 17 points
- 4~5x cheaper than GPT-5.6 Sol, only lower by 1.8 points
- 5~7x more expensive than K2—the official no longer sells it as a “cheap big bowl”
🔓 IV. The significance of opening weights on July 27
The impact comes in three layers:
① Individual developers — A 2.8T parameter model can’t be run locally. You’d need an 18~70 H100 cluster; it’s not feasible for individuals.
② Cloud providers / API middlemen — With the weights, they can build their own inference services, drastically reducing access costs, making price competition possible.
③ Open-source ecosystem — If it’s delivered, K3 will become the open-source model with the strongest overall capabilities, surpassing all open-source contenders like GLM and DeepSeek.
💡 V. Another overlooked piece of data
Compared with K2.6, K3 uses about 21% fewer output tokens, yet achieves higher intelligence scores. This isn’t just “more parameters”—there are clear improvements in inference efficiency and training methods as well.
⚠️ VI. Uncertainty
- Will the weights be delivered as scheduled on 7/27?
- The open-source license terms for a 2.8T model? Commercial restrictions?
- Under the MoE architecture, what is the real-world inference efficiency?
- After API prices increase, will it be able to retain users?
🔮 Summary
K3 isn’t necessarily already the strongest model in the world, but it very likely is a top contender for the world’s strongest open-source model. If the weights are opened on time, the gap between open-source and closed-source will shrink further in the second half of the year. The fault line for Agent capabilities is here—this year’s competition is about who can get work done, not whose parameters are bigger.
#KimiK3 #开源AI #AIAgent
📅 7.21 Trading Journal
The AI circle is getting flooded by the news that Kimi K3 has gone public. A $30 billion valuation + the IPO window period with triple-line expansion of volume—compared to Zhipu’s valuation plunging 40%—the sector split is even harsher than expected. GPT-5.6 Sol Pro code review crushes Fable 5, and DeepSeek V4 is coming too. The model wars are far from over.
In Crypto, the main storyline is the RH-chain AI Agent narrative— the x402 payment-layer team has burned 12% of its tokens while continuing to build. LP fee rates briefly surged to 1000%+ APR. But don’t just look at returns: the BONK treasury’s whale has already completed a full exit—an initial value of $21.2 million ultimately was realized as only $15 million. Selling while prices fall, and DAO governance risks are real.
⚠️ Security: TRAE IDE’s malicious extension has been verified to contain an on-chain backdoor that can steal mnemonic phrases, per SlowMist’s report. Don’t connect mnemonic phrases to the internet. Fastjson 1.2.83 also has an RCE—do a self-check in production environments.
This week’s big US stock highlight: over the next two days, 9 major companies including Google, Tesla, and Intel will be delivering concentrated earnings reports. AI + EV + semiconductors all collide—this could be the fattest market window of July. ARK’s Cathie Wood is taking a bloodbath after cutting AMD, then immediately going all-in on SpaceX + nuclear-energy AI data centers.
$BTC #Openclaw #KimiK3 #DeFi
⚠️ The above does not constitute investment advice. DYOR
The AI circle is getting flooded by the news that Kimi K3 has gone public. A $30 billion valuation + the IPO window period with triple-line expansion of volume—compared to Zhipu’s valuation plunging 40%—the sector split is even harsher than expected. GPT-5.6 Sol Pro code review crushes Fable 5, and DeepSeek V4 is coming too. The model wars are far from over.
In Crypto, the main storyline is the RH-chain AI Agent narrative— the x402 payment-layer team has burned 12% of its tokens while continuing to build. LP fee rates briefly surged to 1000%+ APR. But don’t just look at returns: the BONK treasury’s whale has already completed a full exit—an initial value of $21.2 million ultimately was realized as only $15 million. Selling while prices fall, and DAO governance risks are real.
⚠️ Security: TRAE IDE’s malicious extension has been verified to contain an on-chain backdoor that can steal mnemonic phrases, per SlowMist’s report. Don’t connect mnemonic phrases to the internet. Fastjson 1.2.83 also has an RCE—do a self-check in production environments.
This week’s big US stock highlight: over the next two days, 9 major companies including Google, Tesla, and Intel will be delivering concentrated earnings reports. AI + EV + semiconductors all collide—this could be the fattest market window of July. ARK’s Cathie Wood is taking a bloodbath after cutting AMD, then immediately going all-in on SpaceX + nuclear-energy AI data centers.
$BTC #Openclaw #KimiK3 #DeFi
⚠️ The above does not constitute investment advice. DYOR
Economist Peter Schiff warns that the valuation bubble in AI-related stocks is fading further. With the Kimi K3 model released by MoonShot AI entering the competition, low-cost AI capabilities from China are strengthening, creating direct pressure on the valuations of U.S. AI companies.
Some AI concept stocks have already pulled back more than 46% from their historical highs and have fallen below their issue prices. Schiff believes that the AI technology itself is not a bubble, but that the market’s earlier high-growth expectations are now being reassessed, making the risk of valuation pullbacks worth monitoring.
The above content is for information sharing only and does not constitute investment advice.
#AI泡沫 #KimiK3 #PeterSchiff
Some AI concept stocks have already pulled back more than 46% from their historical highs and have fallen below their issue prices. Schiff believes that the AI technology itself is not a bubble, but that the market’s earlier high-growth expectations are now being reassessed, making the risk of valuation pullbacks worth monitoring.
The above content is for information sharing only and does not constitute investment advice.
#AI泡沫 #KimiK3 #PeterSchiff
#moonshotkimik3sparkschipselloff
🚨 #moonshotkimik3sparkschipselloff 🤖 AI Just Changed the Game... Again
China's Kimi K3 is sending shockwaves through the AI industry by delivering impressive performance at a fraction of the cost of many premium models.
The biggest question now isn't whether AI will grow—it's who will profit from the next phase.
📉 Expensive AI infrastructure is under scrutiny, and semiconductor stocks are feeling the pressure as investors reassess future spending.
📊 Key Market Insights:
• Lower-cost AI could drive faster global adoption.
• Premium AI chip valuations are facing fresh debate.
• Increased volatility may create both risks and opportunities.
• The AI race is shifting from "biggest model" to "best value."
👀 Trader Watch
🟢 Bulls: Wait for confirmation and key support levels before chasing rebounds.
🔴 Bears: Relief rallies are possible, but expect sharp reversals in this volatile market.
The AI revolution isn't slowing down—it’s becoming more competitive, more affordable, and potentially more disruptive than ever.
💬 Do you think cheaper AI models are bullish or bearish for chip stocks like $NVDA and $TSM?
⚠️ Not financial advice. Always DYOR and manage your risk.
#moonshotkimik3sparkschipselloff #KimiK3 #MoonshotAI #ArtificialIntelligence
$NVDAB
$MUB
$TSLAB
🚨 #moonshotkimik3sparkschipselloff 🤖 AI Just Changed the Game... Again
China's Kimi K3 is sending shockwaves through the AI industry by delivering impressive performance at a fraction of the cost of many premium models.
The biggest question now isn't whether AI will grow—it's who will profit from the next phase.
📉 Expensive AI infrastructure is under scrutiny, and semiconductor stocks are feeling the pressure as investors reassess future spending.
📊 Key Market Insights:
• Lower-cost AI could drive faster global adoption.
• Premium AI chip valuations are facing fresh debate.
• Increased volatility may create both risks and opportunities.
• The AI race is shifting from "biggest model" to "best value."
👀 Trader Watch
🟢 Bulls: Wait for confirmation and key support levels before chasing rebounds.
🔴 Bears: Relief rallies are possible, but expect sharp reversals in this volatile market.
The AI revolution isn't slowing down—it’s becoming more competitive, more affordable, and potentially more disruptive than ever.
💬 Do you think cheaper AI models are bullish or bearish for chip stocks like $NVDA and $TSM?
⚠️ Not financial advice. Always DYOR and manage your risk.
#moonshotkimik3sparkschipselloff #KimiK3 #MoonshotAI #ArtificialIntelligence
$NVDAB
$MUB
$TSLAB
📓 July 19 Journal
Kimi K3 took over the weekend feeds— the “threat narrative” rhythm from foreign media looks exactly the same as the 2025 DeepSeek mock exam. Even OpenAI internally admits K3 isn’t just hype; it’s not simple distillation. Chinese AI is the real deal—but whether the cost advantage is being overestimated remains to be seen.
Starting tomorrow, Anthropic will only offer Fable 5 to Max/Team; Pro will be charged per usage at $10/M and $50/M. In essence, it’s a price hike, and the community is already complaining. This is good news for Cursor/Copilot.
Base Meme Season is RIP in 48 hours. $SUSHICAT turned into an RH-chain SushiSwap launchpad and fired off the first 1M MC meme, with an official $SUSHI airdrop. If the narrative can really run on the RH chain, maybe it will grow meme “soil” for the long term.
Storage MU/SNDK/WDC rebounded 4–8% and then returned to flat. Micron’s PE is 4.93 vs. Hynix’s 5.52—about 11% cheaper. The ADR listing is aiming to get into the Nasdaq 100.
⚠️ A huge ETH whale with $90M+ funneled concentrated funds into exchanges, and Trae IDE’s suspected plugin “poison nest” was confirmed—keep it away.
$BTC #Openclaw #KimiK3 #ETH #DeFi #HBM
Kimi K3 took over the weekend feeds— the “threat narrative” rhythm from foreign media looks exactly the same as the 2025 DeepSeek mock exam. Even OpenAI internally admits K3 isn’t just hype; it’s not simple distillation. Chinese AI is the real deal—but whether the cost advantage is being overestimated remains to be seen.
Starting tomorrow, Anthropic will only offer Fable 5 to Max/Team; Pro will be charged per usage at $10/M and $50/M. In essence, it’s a price hike, and the community is already complaining. This is good news for Cursor/Copilot.
Base Meme Season is RIP in 48 hours. $SUSHICAT turned into an RH-chain SushiSwap launchpad and fired off the first 1M MC meme, with an official $SUSHI airdrop. If the narrative can really run on the RH chain, maybe it will grow meme “soil” for the long term.
Storage MU/SNDK/WDC rebounded 4–8% and then returned to flat. Micron’s PE is 4.93 vs. Hynix’s 5.52—about 11% cheaper. The ADR listing is aiming to get into the Nasdaq 100.
⚠️ A huge ETH whale with $90M+ funneled concentrated funds into exchanges, and Trae IDE’s suspected plugin “poison nest” was confirmed—keep it away.
$BTC #Openclaw #KimiK3 #ETH #DeFi #HBM
📓 7/18 Trading Journal
A day when global assets all fell together. A bloodbath in semiconductors: AI concept stocks averaged a peak-to-trough pullback of 42%. Storage chips (Hynix/Micron) led the decline, and SPCX broke its issue price to 124. It wasn’t a collapse in fundamentals—it was a chain reaction of leveraged liquidations: the Seoul margin-call trigger, and while Korea was closed for trading, Hong Kong stocks continued to be hammered, with 7709.
But on the other side, Kimi K3 was officially released. The 2.8T-parameter front-end coding arena surged to #1, with open weights before 7/27. The commercial logic of closed-source models is being torn apart.
Crypto side: Robinhood sets the tone with a dual-track Meme + RWA. On-chain hype shifted over the course of a week from SOL → BSC → RH → Base → ARC, but it couldn’t keep up. RH’s on-chain RWA released a new product—Kansoku satellite imaging verification chain proofs. Pretty interesting. rToken launched 6 weeks ago with trading volume of 2.17 billion; a single fish, three ways—models really are tempting.
Risk signals: Consensys has reportedly been penetrated by North Korean developers for nearly a month; whether Metamask’s codebase was accessed remains unconfirmed. a16z is suspected to have exited Hyperliquid, moving 30.57 million HYPE to the Three Exchanges. BONK dumpers keep selling off, cumulative 21.2 million+.
Stay patient, stay away from leverage. Big drops are building momentum.
$BTC #OpenClaw #KimiK3 #DeFi
A day when global assets all fell together. A bloodbath in semiconductors: AI concept stocks averaged a peak-to-trough pullback of 42%. Storage chips (Hynix/Micron) led the decline, and SPCX broke its issue price to 124. It wasn’t a collapse in fundamentals—it was a chain reaction of leveraged liquidations: the Seoul margin-call trigger, and while Korea was closed for trading, Hong Kong stocks continued to be hammered, with 7709.
But on the other side, Kimi K3 was officially released. The 2.8T-parameter front-end coding arena surged to #1, with open weights before 7/27. The commercial logic of closed-source models is being torn apart.
Crypto side: Robinhood sets the tone with a dual-track Meme + RWA. On-chain hype shifted over the course of a week from SOL → BSC → RH → Base → ARC, but it couldn’t keep up. RH’s on-chain RWA released a new product—Kansoku satellite imaging verification chain proofs. Pretty interesting. rToken launched 6 weeks ago with trading volume of 2.17 billion; a single fish, three ways—models really are tempting.
Risk signals: Consensys has reportedly been penetrated by North Korean developers for nearly a month; whether Metamask’s codebase was accessed remains unconfirmed. a16z is suspected to have exited Hyperliquid, moving 30.57 million HYPE to the Three Exchanges. BONK dumpers keep selling off, cumulative 21.2 million+.
Stay patient, stay away from leverage. Big drops are building momentum.
$BTC #OpenClaw #KimiK3 #DeFi
🚨 Just saw this Moonshot's Kimi K3 is absolutely exploding 🔥
They had to pause new subscriptions after a crazy demand surge in the last 48 hours.
The model is so massive it's forcing them to expand GPU capacity ASAP and they're even planning separate tiers for core tools vs Kimi Code workflows.
Meanwhile, chip stocks just got absolutely wrecked Philly Semiconductor Index down over 20% from its peak, $3.3T wiped out globally since June.
Taiwan and Japan markets bleeding too 😬
AI is eating the world but the chip makers are feeling the heat rn.
What do you think bullish for AI long term or more pain coming?
#KimiK3 #rsshanto #MoonshotAI #AI #Semiconductors $NVDA $TSM $AMD
They had to pause new subscriptions after a crazy demand surge in the last 48 hours.
The model is so massive it's forcing them to expand GPU capacity ASAP and they're even planning separate tiers for core tools vs Kimi Code workflows.
Meanwhile, chip stocks just got absolutely wrecked Philly Semiconductor Index down over 20% from its peak, $3.3T wiped out globally since June.
Taiwan and Japan markets bleeding too 😬
AI is eating the world but the chip makers are feeling the heat rn.
What do you think bullish for AI long term or more pain coming?
#KimiK3 #rsshanto #MoonshotAI #AI #Semiconductors $NVDA $TSM $AMD
[AI is at it again, snatching money? Moonshot AI (the parent company behind Kimi) is gearing up for an IPO—will crypto funds get sucked away? 🤖💰]
In the AI space, there’s another big move!
China’s AI company Moonshot AI, which developed the Kimi model,
is reportedly pushing forward with an IPO plan.💰📊
And not long ago,
Kimi and Alibaba both released new-generation AI models in succession,
again sparking renewed market attention.💥
Many people ask:
👉 What does an AI company going public have to do with the crypto world?
Actually, quite a lot.
Over the past few years, the AI and crypto markets have been competing for the same pool of high-risk investment capital.
When AI brings major positive news,
many funds tend to flow first into tech stocks and AI-related themes,
rather than Bitcoin or altcoins.$BTC
In other words:
👉 The hotter AI gets, the harder it is for the crypto market to attract capital in the short term.
But,
in the long run, this might not necessarily be a bad thing.
More and more AI companies are going public,
which also shows that global capital is still willing to invest in technological innovation.🚀
Once the AI hype cools down,
some funds may still flow back into the crypto market.$ETH
So,
what’s really worth watching isn’t whether AI or crypto wins or loses,
but rather:
👉 Where will global capital head next?$SOL
📌 Moonshot AI pushing for an IPO further proves that AI is still the hottest track in capital markets. In the short term, it may continue to attract funds, but for the crypto world, what truly determines market direction is still global liquidity and capital rotation—not a single headline trend.
Click my profile to follow me. Every day, I’ll help you understand the crypto-market hotspots, AI trends, US stock market developments, and institutional fund flows as soon as possible—in the simplest way, so you can grasp the next opportunity! 🚀
#2026足球风潮 #KimiK3 #moonshot #Alibaba #SpaceX将星舰13号试飞推迟至7月23日
In the AI space, there’s another big move!
China’s AI company Moonshot AI, which developed the Kimi model,
is reportedly pushing forward with an IPO plan.💰📊
And not long ago,
Kimi and Alibaba both released new-generation AI models in succession,
again sparking renewed market attention.💥
Many people ask:
👉 What does an AI company going public have to do with the crypto world?
Actually, quite a lot.
Over the past few years, the AI and crypto markets have been competing for the same pool of high-risk investment capital.
When AI brings major positive news,
many funds tend to flow first into tech stocks and AI-related themes,
rather than Bitcoin or altcoins.$BTC
In other words:
👉 The hotter AI gets, the harder it is for the crypto market to attract capital in the short term.
But,
in the long run, this might not necessarily be a bad thing.
More and more AI companies are going public,
which also shows that global capital is still willing to invest in technological innovation.🚀
Once the AI hype cools down,
some funds may still flow back into the crypto market.$ETH
So,
what’s really worth watching isn’t whether AI or crypto wins or loses,
but rather:
👉 Where will global capital head next?$SOL
📌 Moonshot AI pushing for an IPO further proves that AI is still the hottest track in capital markets. In the short term, it may continue to attract funds, but for the crypto world, what truly determines market direction is still global liquidity and capital rotation—not a single headline trend.
Click my profile to follow me. Every day, I’ll help you understand the crypto-market hotspots, AI trends, US stock market developments, and institutional fund flows as soon as possible—in the simplest way, so you can grasp the next opportunity! 🚀
#2026足球风潮 #KimiK3 #moonshot #Alibaba #SpaceX将星舰13号试飞推迟至7月23日
#moonshotkimik3sparkschipselloff 🤖 Kimi K3 Sparks AI Shake-Up: Is the Chip Trade Losing Steam?
China's latest AI model, Kimi K3, is making headlines across the tech world. Reports suggest it delivers competitive performance at a significantly lower cost than many leading AI models—raising fresh questions about the future demand for expensive AI infrastructure.
Meanwhile, semiconductor stocks have faced renewed pressure as investors reassess AI spending expectations.$NVDAB
📊 Market Takeaways:
• Lower AI costs could accelerate adoption globally.
• Investors are debating whether premium AI chip valuations remain justified.$TSMB
• Expect increased volatility across AI and semiconductor sectors.
Trader Watch:
🟢 Bulls: Stay patient. Corrections can create opportunities. Watch for stabilization before considering new entries.
🔴 Bears: Momentum traders may look for relief rallies, but risk management remains essential in a highly volatile environment.
The AI race is far from over—it's simply entering its next chapter. Cheaper models don't necessarily end the AI boom; they may redefine who benefits from it.$MUB
⚠️ Not financial advice. Always DYOR and manage your risk.
#AI #KimiK3 #NVIDIA #TSMC
China's latest AI model, Kimi K3, is making headlines across the tech world. Reports suggest it delivers competitive performance at a significantly lower cost than many leading AI models—raising fresh questions about the future demand for expensive AI infrastructure.
Meanwhile, semiconductor stocks have faced renewed pressure as investors reassess AI spending expectations.$NVDAB
📊 Market Takeaways:
• Lower AI costs could accelerate adoption globally.
• Investors are debating whether premium AI chip valuations remain justified.$TSMB
• Expect increased volatility across AI and semiconductor sectors.
Trader Watch:
🟢 Bulls: Stay patient. Corrections can create opportunities. Watch for stabilization before considering new entries.
🔴 Bears: Momentum traders may look for relief rallies, but risk management remains essential in a highly volatile environment.
The AI race is far from over—it's simply entering its next chapter. Cheaper models don't necessarily end the AI boom; they may redefine who benefits from it.$MUB
⚠️ Not financial advice. Always DYOR and manage your risk.
#AI #KimiK3 #NVIDIA #TSMC
Anna love BNB:
China's AI push is impressive but the chip trade always gets overhyped fast. Worth keeping an eye on how this plays out.
#moonshotkimik3sparkschipselloff
Moonshot Kimik3 Sparks Chip Selloff Across Markets.
Moonshot Ai released its latest model Kimi K3 triggering a sharp reaction in semiconductor stocks today. This advanced open source development raised questions about future spending on ai infrastructure and hardware needs. Many investors adjusted positions as the news spread quickly.
The model brings strong capabilities in coding and agent tasks which could accelerate innovation while pressuring traditional cost structures in the industry. Broader market sentiment played a role too with ongoing rotations in tech.
Key Takeaway:
This event highlights rapid progress in ai but also the volatility it creates for related sectors. Long term demand for computing power stays high even as efficiencies improve.
📉 Chip names feeling the heat from Kimi K3 news. Watch for potential stabilization as markets digest the updates. ⚡🧠
Focus on strong fundamentals and avoid emotional decisions. Always do your own research before any move.
What are your views on this development? Share below.
#moonshot #KimiK3 #AIChips #Semiconductors
Moonshot Kimik3 Sparks Chip Selloff Across Markets.
Moonshot Ai released its latest model Kimi K3 triggering a sharp reaction in semiconductor stocks today. This advanced open source development raised questions about future spending on ai infrastructure and hardware needs. Many investors adjusted positions as the news spread quickly.
The model brings strong capabilities in coding and agent tasks which could accelerate innovation while pressuring traditional cost structures in the industry. Broader market sentiment played a role too with ongoing rotations in tech.
Key Takeaway:
This event highlights rapid progress in ai but also the volatility it creates for related sectors. Long term demand for computing power stays high even as efficiencies improve.
📉 Chip names feeling the heat from Kimi K3 news. Watch for potential stabilization as markets digest the updates. ⚡🧠
Focus on strong fundamentals and avoid emotional decisions. Always do your own research before any move.
What are your views on this development? Share below.
#moonshot #KimiK3 #AIChips #Semiconductors
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