Deep Tide TechFlow

South Korean tech stocks plummeted, triggering a leveraged sell-off, with SK Hynix halving in value in 34 days, and Bitcoin's volatility has fallen below that of Nvidia. Global stock markets are becoming "crypto-like," with a narrative and leverage-driven bubble cycle re-emerging.

Currently, there are over 90 stock tokens on the chain, but he believes this is just the starting point, and in the future, it will expand to more asset classes such as international stocks and private equity markets.

Agency economy, physical AI, machine-driven discovery.

From Bitcoin mining farms to OpenAI data centers, companies like Crusoe and CoreWeave are transforming into AI, driven by the electricity, talent, and capital accumulated during the last Crypto cycle, which is now flowing on a large scale to the new battlefield of computing power.

Former NYSE market maker Krown: If BTC closes above $63,735 on the monthly chart, there is an 85% probability of confirming a macro bottom. Multiple indicators are simultaneously pointing to a reversal in early August, and the fear and greed index diverging from the price is once again showing a historical bottom pattern.

OpenAI is facing lawsuits and price wars, with revenues potentially plummeting by 70% by 2030. The market's excessive betting on AI hides the risk of a bubble, and investors need to be cautious of concentration and seek truly diversified sectors.

"You will not exit the internet, will not exit AI, and should not exit crypto. It is technology, not a speculative chip."

The moment faith was securitized, Bitcoin became a bill.

SpaceX Supply Chain Revealed: The Invisible Gold Mine Behind the Trillion-Dollar "Space Dream," from Nvidia's Computing Power Monopoly to China's Sole Supplier of Special Materials, these overlooked water-selling talents are the true wealth creation engine.

Choosing the difficult path is not because they enjoy suffering, but because the easy path cannot take them to where they want to go.