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  1. Qinbafrank: Thương mại hóa AI mới chỉ bắt đầu! Sau ngày 9/11, hãy coi chừng Anthropic hút cạn thanh khoản; Crypto chờ đợi dòng thanh khoản quay trở lại.

    Đợt điều chỉnh tháng 10 bắt nguồn từ việc rút vốn TGA, trong khi đợt giải phóng thanh khoản tháng 11 là bước ngoặt; logic dài hạn nằm ở sự hội tụ giữa TradFi và...

  2. U.S. pre-market news at a glance: Musk is gradually transforming SpaceX's AI business into renting out computing power to clients such as Anthropic and Google.

    PANews October 30 news, according to Cailian Press telegraph, the key U.S. stock market financial news that investors need to focus on is as follows: 1. The thr...

  3. Wall Street Morning Brief: AI Shakes Markets, Healthcare Leads Gains, SpaceX and Super Micro Computer Ignite After-Hours, Meta and Tesla Face Major Tests

    Reports of a U.S.-Iran ceasefire keep swinging back and forth, oil prices are on a roller-coaster ride, and risk-aversion is spreading. U.S. small-cap stocks ar...

  4. Wall Street Morning Brief: Is the market rebound just a breather? The AI narrative is still under scrutiny; beware of a credit crisis triggering a new round of deleveraging.

    The market is in a "limited breather" rather than a reversal. The probability of a Fed rate hike in December has risen to 90%. Although the S&P 500 has reclaime...

  5. 138 million on-chain transactions: How can AI Agents use the "forgotten 402 code" to achieve autonomous payments?

    The x402 protocol enables AI Agents to autonomously complete on-chain micropayments. Base chain transaction volume has surpassed 138 million, with total payment...

  6. From Prompt to Launch: How Vercel Is Capturing the Deployment Dividend of the AI Era

    Vercel is valued at $9.3 billion, with over 6 million AI deployments per day, half of which are triggered by Agents. Is it a commercial moat or an abstraction l...

  7. How expensive is AI computing power rental in the United States? The "spot price" is twice that of long-term agreements and four times the return threshold for cloud providers.

    The AI computing power rental market now shows a "expensive short-term, cheap long-term" pattern, with spot prices reaching twice those of long-term agreements....

  8. The kill line for Chinese large models has been killed.

    Anthropic Haiku 5.5 cuts inference costs to one-tenth of the previous generation. The price war among U.S. AI giants has battered Chinese large-model concept st...

  9. Payments in the AI ​​Era: Business Trends and Compliance Key Points

    How do robots spend money? The combination of AI payment and encryption technology, and the blockchain trust mechanism help intelligent agents to consume indepe...