Juy , 2025 DeepSeek Debrief: 128 Days Later //Traffic and User Zombification, GPU Rich Western Neocouds, Token Economics Tokenomics) Sets the Competitive Landscape minutes No comments By , and Wei Zhou AJ Kourabi Dyan Pate SemiAnaysis is hiring an anayst in New York City for Core Research, our word cass research product for the finance industry. Pease appy here t's been a bit over 150 days since the aunch of the Chinese LLM DeepSeek R1 shook stock markets and the Western A word. R1 was the first mode to be ...

RT Xeusthegreat (♟,♟) (@SamuelXeus)Gm Family, Happy New Week🧡For the first time in a long time, PumpFun's crown as the king of meme launchpads is under serious threat.LaunchLab, LetsBonk, and JUP studio are coming out of the woodwork to compete. LetsBonk, in particular, is already proving to be a serious headache for PumpFun.@bonk_fun has flipped PumpFun in metrics like daily token launches, token graduates, and volume, becoming the FIRST Solana launchpad to achieve this! It has also managed to capture arou ...

Lithuania's central bank on Monday said it has contacted Robinhood seeking clarifications over its tokenized equities after OpenAI raised concerns over the product last week."We have contacted Robinhood and are awaiting clarifications regarding the structure of OpenAI and SpaceX stock tokens as well as the related consumer communication," Bank of Lithuania spokesman Giedrius Šniukas told CNBC via email."Only after receiving and evaluating this information will we be able to assess the legality and complianc ...

What I’m excited about rn:- megaETH mainnet in September- hyperliquid volumes to overtake Binance in a 24hr window- mainnet launch of top zkVMs: Boundless & Succinct- ETH sentiment revival, leading to outperformance soon- turnaround in L2s sentiment- Celestia native eco adoption (Converge, Ethereal, others)- monad mainnet- katana growth of tvl & defi- lower fed rates for ethena’s USDe to become attractive again- pudgy penguins further establishing themselves as the face of crypto- maple’s revenue to keep so ...

Bernstein says an 'equity tokenization wave' is coming, despite the Robinhood–OpenAI controversy https://t.co/dEeJuWOMrS ...

RT Paqi (@Paqi_Aysia)This. It’s also why projects running a 1 year long testnet for points is a recipe for disaster at token launch.Add supply side economic engineering to that trying to massage the numbers and congrats you probably became the largest grift of the cycle.In case it wasn’t obvious, It’s doesn’t take multiple years to launch a token if you have a functional product. ...

Bitcoin Whale Moves $8.6B | Tokenized Stocks Boom | What’s Holding Altseason Back? A Satoshi-era whale just moved $8.6B worth of BTC — and the market is spooked. Is it a hack, a selloff, or something else entirely? In this week’s livestream, we break down the jaw-dropping Bitcoin transfer, whale activity across the board, and how it’s affecting short-term price action. We also dive deep into the growing trend of tokenized stocks, major moves by Robinhood, Kraken, and Bybit, and why this could reshape TradFi ...

⚡️ NEW: Tokenized AUM on Ethereum has reached a new ATH at ~$5B, per Token Terminal. https://t.co/23QZm0niI1 ...

重温《英伟达 GTC 2025》：挖掘 AI 算力需求预期差？ 20250706 摘要 美股算力领域表现突出，主要由推理和训练需求共振驱动，需关注大模 型和应用，而非仅依赖产业链数据。GTC 大会参会人数增加，AI 产业人 士占比提升，表明其对 AI 产业的重要性增强，蕴含大量信息差和预期差。 算力需求空间与 TOKEN 量密切相关，计算需求不断增加推动了这一趋 势的发展。海外算力公司的涨幅显著，仅靠传统业绩思路无法解释，需 深入分析 TOKEN 量如何影响计算需求，以及这些因素如何驱动未来趋 势。 Agentic AI 是推理模型衍生出的 AI 范式，强调任务分布执行和规划， 以完成某个任务为终极目标，通过拆解、分布、规划和执行来实现，能 够处理连续、多步骤的复杂或简单任务。 黄仁勋指出，现在不仅有预训练阶段，还有后训练（post training）和 测试时间（test time），这三个阶段都存在算力需求通胀，因此现在有 三条 skin law 曲线。 Q&A 全球 AI 算力跟踪的现状如何？与以往相比有哪些变化？ 当前全球 AI 算力的跟踪方式与以往有显著不同。过去主要通过产业链数据进行 跟踪，但这种 ...

📊 LATEST: Over $138M worth of tokens will be unlocked this week.The largest will be $50.44M unlocked by Aptos. https://t.co/3lhyxaIhRr ...