Tags:AI

A Zhipu equals ten MiniMaxes: the sheep remain, but the pigs are gone

On July 9, 2026, Hong Kong stocks experienced a moment of dark comedy. MiniMax faced its first post-IPO lockup expiration, with its stock price plu...
Analysis

Strategy’s Accounting Tricks: The Bitcoin Selling Cap Is Far More Than $1.25 Billion

Translation: Odaily (@OdailyChina); Translator: Azuma (@azuma_eth) On July 7, Strategy disclosed that it sold 3,588 BTC between June 29 and July 5...
Analysis

From 2 million monthly active users to zero: Zapper dies from DeFi’s “maturity”

On July 8, 2026, Seb Audet, co-founder of Zapper, posted a brief announcement on X: The platform will fully shut down on August 3, with the website...
Analysis

Preferred Stock “Domino Effect”: Strive Reports $7.08 Million Loss, Strategy Risk Spreads Like a Chain Reaction

Original Translation: Saoirse, Foresight News Preferred shares issued by Bitcoin reserve companies have long ceased to be mere income-generating as...
Analysis

In-depth Analysis: Tracing From 1996, Who Is Building the Underlying Infrastructure for the Next Generation of Capital Markets

Introduction: The Submerged Part of the Iceberg Many observers equate tokenizing U.S. Treasury bonds with the entire RWA market, seeing only the s...
Analysis

Goldman Sachs Calls for Going Long on China AI: Behind a $4 Trillion Market Cap, Global Funds Have Only Allocated 1.2%

TL;DR Goldman Sachs recommends buying a China AI value chain basket, covering power, semiconductors, AI infrastructure, models, and applications. ...
Analysis

Glassnode: Crypto Market Enters Late-Stage Bottoming Phase

Original Compiled by: Luffy, Foresight News Bitcoin price has been below the Realized Price and Short-Term Holder cost basis for five consecutive m...
Analysis

Wall Street Comments on the Fed’s June Meeting Minutes: Core Focus on Inflation, No Urgency for Near-Term Rate Hikes

The minutes of the Federal Reserve's June meeting were released, and three major Wall Street institutions read the same signal from them—inflation ...
Analysis

4 Billion-a-Day Profit for “China’s SK Hynix”: Even Apple Is Bidding to Buy

When it comes to the global storage industry, most people only know Samsung, SK Hynix, and Micron. However, many are unaware that ranking fourth gl...
Analysis

Seven-fold oversubscription, can SK Hynix save the semiconductor industry this time?

Author: Azuma (@azuma_eth) Bloomberg reported this morning, citing sources, that the subscription for SK Hynix's American Depositary Receipts (ADR...
Analysis
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