標簽：德菲

OpenAI’s AI Model Price War: History Has Already Written the Ending

From the last week of June to the beginning of July, the entire AI track underwent a collective repricing. Anthropic struck first with Sonnet 5, of...
分析

Why is the ADR premium for SK Hynix reaching 50%? A stress test of market structure

Key Takeaways News Briefing On July 14, 2026, the price of SK Hynix's American Depositary Shares (ADS) listed on Nasdaq briefly traded at a premiu...
分析

「Lehman Moment」Approaching? Short Seller’s 15,000-Word Exposé: OpenAI Is Bound to Collapse, Global Stock Markets Face a Crackdown

Source: Wall Street CN As OpenAI approaches its IPO, a blog post of approximately 15,000 words has once again pushed the debate over the AI bubble ...
分析

Quantum computing is about to crack BTC? The truth is it won’t happen until at least 2035

Original Compilation: TechFlow TechFlow Introduction: Although theoretical advancements have reduced the quantum hardware requirements for breaking...
分析

When Crypto “Hides” in Traditional Finance: How Prediction Markets, Stablecoins, and Tokenized Stocks Are Going Mainstream

For example, how many people hold Bitcoin, how many addresses interact with on-chain protocols, and how many users have started using wallets, exch...
分析

AI semiconductors are still rising, but why is capital starting to abandon equipment stocks?

TL;DR A monthly semiconductor investor roundtable survey shows capital is favoring TXN, memory, and AMD, while remaining more cautious on equipmen...
分析

a16z: Traditional Finance Doesn’t Want DeFi, It Only Wants the Blockchain as Infrastructure

Original Compilation: TechFlow Introduction: Many believe that traditional finance will embrace DeFi, and the two will ultimately merge into some e...
分析

After a year, “Lean Ethereum” sets off again: What answer does Ethereum want to deliver?

From Rollups, Blobs, and data availability to continuously increasing the Gas Limit, the discussions have all revolved around how to enable Ethereu...
分析

Pharos Network Launches Axil Prime Credit Vault, Opening Institutional-Grade Private Credit Strategies to On-Chain Depositors

Pharos Network, a Layer 1 public chain focused on Real Finance (RealFi) and Artificial Intelligence, today announced the official launch of the Axi...
分析

FALX: What is On-Chain Credit Curation Actually Doing?

Its core structure is: FalconX originates institutional collateralized loans → Loan exposure enters a FalconX-managed SPV → Pareto provides the on...
分析
1 ... 3 4 5 6 7 ... 24