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Products of the AI Boom
No matter how developed silicon-based technology becomes, carbon-based life ultimately still needs carbon.
Investors are starting to look for AI projects on Bilibili and Xiaohongshu
Investors are no longer just looking at business plans but are going to Bilibili and Xiaohongshu to observe bullet comments and comment sections, seeking real user demand.
Is Apple's AI up to par? The most noteworthy round of U.S. stock reflections from WWDC26
What the market truly cares about is not just a system update, but whether Apple can embed AI into the world's largest consumer electronics ecosystem.
Oracle delivers its strongest financial report ever, so why did the stock price drop?
Oracle's fiscal year 2026 revenue reached a historic high, with AI cloud services growing 39%, but the pressure from capital expenditure remains, and free cash flow turned negative at $23.7 billion, causing a drop in after-hours stock price.
IPO Narrative Explodes
Will the three major super IPOs of SpaceX, OpenAI, and Anthropic really crash the market?
SpaceX, OpenAI, and Anthropic have valuations exceeding $35 trillion. Their concentrated IPOs have raised concerns about capital siphoning, and AI concept tokens face competitive pressure, but history shows that super IPOs are not the main reason for market collapses.
Want to chase SpaceX? Data shows 30 star U.S. stock IPOs often halve in the first year
SpaceX will debut on NASDAQ this Friday with the code SPCX, at an issuance price of $135 and a valuation of $1.75 trillion, creating the largest IPO in history. However, historical data shows that the median return for star tech IPOs in the first year is -9%, with a maximum drawdown of 54%, and investors need to be cautious of chasing high risks.
$250 billion rush to grab SpaceX, is someone selling IPO tickets on Xianyu?
With SpaceX's listing approaching, global funds are rushing to grab shares, Xianyu has seen a gray market for IPO ticket sales, and crypto platforms like Kraken, Bybit, and Gate have opened subscription channels. How can retail investors seize this once-in-a-century IPO opportunity?
Macroeconomic Insights
Why Robinhood is expected to be a winner in the retail finance field
Three major catalysts for Robinhood (HOOD) growth.
The niche consensus of elite circles: Is going to college an expensive waste?
Top young people believe four-year universities are expensive, slow, and out of touch with the AI era, choosing to "skip college and start a business or get a job directly." New thoughts in the blockchain and tech fields have sparked deep reflections on the value of traditional education.
From return to resignation: Chen Hang's 437 days at DingTalk
Chen Hang returned to take charge of DingTalk for 437 days and resigned after launching the AI-native platform "Wukong," with 1992 Chen Yusen taking over. DingTalk was shattered and rebuilt, indicating a shift in Alibaba's AI to B strategy.
Buy tickets first? The largest World Cup ticket sales have stalled
Fans' enthusiasm does not equate to unlimited willingness to pay; ticket prices and mechanisms still have boundaries that cannot be easily crossed.
Tech stocks in the U.S. have plummeted, with Bank of America warning of "too many danger signals," comparing the situation to the 2000 bubble, while Morgan Stanley and Citigroup remain bullish, leaving investors facing directional choices.
The sharp decline in the Korean stock market triggered a circuit breaker, with the "ant army" leveraging and experiencing liquidation, and panic spreading. From babies opening accounts to buy ETFs to elderly withdrawing funds to speculate in stocks, all of South Korea is trading stocks, with regulators warning about herd effects.
Institutional and Celebrity Insights
The AI factory opens the era of intelligent networks, from retrieval to generation, with five layers of investment logic and dimensional elevation in employment; don’t be afraid of losing jobs, but learn to use AI.
The adoption of Bitcoin will be a long and gentle growth process; the push for a spot Bitcoin ETF is primarily driven by customer demand.
Crypto x AI in-depth report: The combination of AI and blockchain is still in its early stages, five common misconceptions are dismantled one by one. Analyzing key technologies such as protected pipeline frameworks, zero-knowledge proofs, TEE, and DePIN reveals the true costs, security challenges, and future of decentralized AI in the agent economy.
The AI bubble and oil price game, Bitcoin falls before rising, interpreting the impact of Trump’s war and Federal Reserve policy on the crypto market.
Ansem: I disagree that crypto is over; optimistic about AI and small team entrepreneurship
When the market is bleak, well-known trader Ansem points out that crypto is maturing, with stablecoins, perpetual contracts, and tokenization penetrating the global economy, worth investors' attention in a long-cycle framework.
The "white-haired stock god" calls for A shares to hit the limit up once again; who exactly is she?
Some speculate that the stock god is of Chinese descent.
Seizing Opportunities
The four-year cycle of Bitcoin has never disappeared, it has just "changed shape"
Reviewing the truth of Bitcoin's peak this time: the cycle arrives as expected; why did all indicators collectively fail?
To reverse the current situation, first look for macro signals.
Products need real users, tokens require demand and value capture, and growth must be measurable.
Web3 Matters
Trump's Crypto Empire: A $2.3 Billion Wealth Transfer Experiment
The Trump family's crypto empire profited $2.3 billion, while investors lost nearly $2.3 billion. Revealing how projects like WLFI and TRUMP meme coins monetize using political branding, and why ordinary investors end up being the ultimate payers.
Get to know Morpho Midnight: When on-chain lending meets fixed rates and term markets
Morpho Midnight white paper details: How fixed-rate lending agreements complete the puzzle of on-chain credit gaps, realizing yield curves and scaling RWA implementations.
Behind the $5.5 billion deal, a panoramic view of the tokenized stock market
Tokenized stocks have passed the conceptual verification hurdle but are still far from an independent market.
SBF seeks clemency, FTT skyrockets: A political gamble with only an 8% chance of success
SBF applies for presidential clemency, the FTT token surged over 50% in 24 hours, but Trump has repeatedly refused and predicted only an 8% probability of market approval, posing extremely high speculative risks.
Humanity Protocol faces private key leaks, with $31 million stolen, and H tokens plummeting over 90%, founder Terence Kwok previously burned $170 million in a previous project.
Key Information
SPCX rebounded from this week's low to $183, with a valuation expected to reach $2.4 trillion
Michael Saylor: I’ve said never to sell your own Bitcoin, never said companies can’t sell
LG Electronics is launching a new blockchain based on Arbitrum for advertising and sales
Canton developer Digital Asset completed a $355 million financing round led by a16z crypto
FTX/Alameda will unlock about 200,000 SOL, valued at $12.99 million
Fold sold $45 million in Bitcoin to repay staking loans, and stock prices surged 160%
U.S. CPI year-on-year in May at 4.2%, in line with expectations
Bitcoin’s L2 network Botanix will gradually shut down; users need to withdraw assets before July 9
Zcash finalizes the Ironwood upgrade plan, scheduled for activation in July
Humanity hacker mints 100 million H on the BSC chain again, still holding 111 million H for sale
Possibly influenced by the clemency application news, FTX's FTT token skyrockets over 60%
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