AI / Large Models
DeepSeek V4 officially released and open-sourced, preview version now online
Zhihu daily popularity of 53.9 million, Hacker News 999 upvotes, Reddit 600+ upvotes, the community has exploded. V4 is divided into Pro and Flash versions, HuggingFace weights are now available for download.
Hot discussion: Pricing, parameter scale, comparison with Claude Sonnet 4.5 have become the focus of discussion.
Zhihu | Hacker News | Reddit
Claude parameters reached 25T, while domestic models only have up to 1T?
Zhihu question popularity of 2.85 million, the comment section debates the relationship between model size and inference ability, with some questioning whether "parameter stacking has reached a bottleneck."
GPT-5.5 and early models like GPT-rosalind leaked on Codex
Zhihu popularity of 990,000, the leaked version includes several unpublished OpenAI experimental models, and the developer community is testing performance differences.
MiroMind accused of requiring AI large model teams and technology from China to transfer abroad, or face non-compete restrictions
Zhihu popularity of 1.83 million, 123 comments, involving disputes over the intellectual property ownership of AI startups and cross-border technology transfer.
Hot discussion: Are the equity structures and non-compete clauses of overseas AI companies reasonable?
> Critical comment: On the day of DeepSeek V4’s release, Claude’s parameters were brought up for "whipping," and the mindset of domestic large model players was like a top student suddenly showing a full-score exam paper before the college entrance examination.
Cryptocurrency / Web3
Bernie Sanders accuses Trump family of making $3 billion from cryptocurrency business
Reddit popularity of 1,175 upvotes, Sanders again targeted the Trump family's cryptocurrency interests, sparking a new round of controversy in the intersection of politics and cryptocurrency.
Bitcoin ETF attracted $2 billion in eight days, but short-term holders have started to take profits
This is the first continuous net inflow for eight days since last October, but on-chain data shows that profit-taking pressure has reached three times this year's previous highs.
Morgan Stanley launches stablecoin service through money market fund
The traditional financial giant officially enters the stablecoin space, connecting money market funds with on-chain assets through compliant pathways.
Wisconsin sues Kalshi, Coinbase, Polymarket, Robinhood, Crypto.com five major prediction market platforms
Accusing these platforms' "event contracts" of being unlicensed gambling activities rather than financial instruments, citing sports-related markets and fee structures as evidence.
> Critical comment: While Morgan Stanley promotes stablecoin, Wisconsin is suing prediction markets for gambling — the traditional finance and regulation are in a mutual struggle, leaving the cryptocurrency industry as a punching bag.
Technology Companies
Microsoft provides voluntary retirement packages to 7% of U.S. employees: years of service + age ≥ 70
Zhihu popularity of 1.93 million, widely interpreted as "disguised layoffs," forming a new wave of "layoff storm" in Silicon Valley following Meta's announcement to lay off 10% of its employees.
Apple faces $38 billion antitrust penalty in India for refusal to provide data
Zhihu popularity of 1.26 million, Indian regulators request Apple submit App Store operational data and user information, and the Cook team refuses to cooperate.
U.S. Stock Market
Intel's Q1 earnings report spikes 20% after hours, CEO exclaims "CPU returns to AI core status"
AI business revenue surged 40%, management emphasized that the ratio of CPU to GPU in AI inference scenarios is shifting from 1:10 to 1:4, with the semiconductor market size approaching one trillion dollars.
Wall Street News | Finance Link
AMD surges 60% in a month, but no one is discussing?
Reddit popularity of 753 upvotes, the comments echo "the rise is so fast that no one dares to catch up," AMD benefits from both AI chip demand and Intel's weakness.
NVIDIA partners with nuclear energy company OKLO to advance nuclear-powered AI factories
Reddit popularity of 312 upvotes, Jensen Huang bets that nuclear energy can solve the energy bottleneck of AI computing centers, OKLO's stock price responds accordingly.
A trader mistakenly shorts 950 shares of Intel on Robinhood and gets trapped after earnings report
Reddit popularity of 796 upvotes, 348 comments, the poster self-deprecates "I am today's fool," Intel's after-hours surge of 20% causes heavy losses for shorts.
> Critical comment: Shorting Intel is like standing on the nozzle before a rocket launch — the CEO shouts "CPUs are back," and the shorts cry "my pants are gone."
Finance / Macro
Bitcoin retreats from around 80,000 USD, rising oil prices weigh on risk assets
BTC tested 80,000 USD and then retreated, although technical indicators show a breakout is imminent, traders remain cautious, and short covering may accelerate the rebound.
Today's Dark Line
On the day DeepSeek V4 was open-sourced, Intel's narrative of "CPUs returning to the AI core" caused its stock price to soar by 20%, while AMD has quietly risen for a month — the AI computing battlefield is shifting from "who has the stronger GPU" to "who can run inference with cheaper chips." Meanwhile, as Morgan Stanley promotes stablecoins and Wisconsin sues prediction markets, the split attitudes of traditional finance and regulation expose a fact: Wall Street wants to eat the cake, the state government wants to overturn the table, while the cryptocurrency industry can only grow wildly in the crevices. Today's mainline is technological breakthroughs, the dark line is the reconstruction of power.
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