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Altcoin Season (For Some). These are CRUSHING IT! w/ Jerry V. Hall
Digital Asset News· 2025-09-21 15:27
Investment Opportunities and Risks - Altcoin 季节已经到来,但并非所有 altcoins 都会表现良好,需要做出明智的投资决策 [1] - 推荐交易平台 ASTER 和 Avantis [1] - 推荐 iTrust CRYPTO IRA,提供 100 美元注册奖励且无月费 [1] - 推荐使用 Tangem 冷存储钱包,提供 10% 的折扣 [1] Educational Resources and Strategies - 提供一系列加密货币教育视频,涵盖 5 条规则、避免诈骗、AI 诈骗、存储多样化、动态 DCA 等主题 [1] - 提供 DAN Website 简化加密货币教育 [1] - 推荐 Ben's INTO THE CRYPTOVERSE 网站,提供链上、宏观和策略分析,使用代码 DAN10 可享受首月任意计划 10% 的折扣(不包括 LIFETIME 计划) [1] - 提供多种加密货币策略,包括 5% DEGEN 玩法、加密货币退出策略(旧版和 2024/2025 新版)、4 年周期、DCA 5 个例子、DOGE 以及每周 10 美元的 DCA [1] Security and Tax Considerations - 强调避免诈骗,并提供识别诈骗的资源 [1] - 提及 2025 年新的加密货币税收规则 [1] - 推荐使用 STONEBOOK 安全存储种子和密码,提供 20% 的折扣 [1] - 推荐使用 CoinLedger 加密货币税务软件,提供 20% 的折扣 [1] Community and Social Responsibility - 推荐 ProTechos 慈善机构,帮助穷人重建屋顶并培训下一代木工技能 [1] - 推荐 Amigos De Los Animales 动物收容所,为波多黎各被遗弃的狗提供帮助 [1]
Human Work vs. AI
20VC with Harry Stebbings· 2025-09-20 05:00
Human labor is generally like an order of magnitude larger than software spend like 10x or more. Of course, you're not going to capture all of that, but when you're kind of bringing in software, if you can give them like a 3x to 5x ROI, that's very compelling. What that translates to is like, you know, roughly 3x multiple on the value you're able to capture there.And so, if you look at a lot of our customers, for example, they're spending more on the AI agent than the previous sort of CRM software or suppor ...
X @IcoBeast.eth🦇🔊
IcoBeast.eth🦇🔊· 2025-09-18 02:48
10% ROI on a $5k position in what like 17 minutes?yeah send it ...
X @Market Spotter
Market Spotter· 2025-09-17 06:00
ROI Expectations - LayerBrett's ROI expectations include potential returns of 2x, 3x, 5x, and "Moon" (指极高的回报) [1]
The College Crisis: Heads of Dartmouth & Berkeley Debate the Decline of US Universities
All-In Podcast· 2025-09-16 15:33
I was just sitting here contemplating about like how I'm going to pay back all my student loans. >> I've applied to over 300 jobs. I don't have a job.>> Student loan debt just reached an all-time high $1.48% trillion as of June of this year. A historic drop in US college enrollment. We exist to educate, to teach you how to think, not what to think.We'd better be thinking about big transitions or transformations, if I can use the word, because um there's a lot of new competition coming into our market. >> La ...
The Future of Work: Why IT Leaders are Turning to AI PCs
AMD· 2025-09-15 18:00
AI Adoption & Market Trends - 95% of enterprises are actively investing in AI [1] - 73% of IT leaders report AI PCs have accelerated their refresh plans [1] - AI PC adopters are experiencing up to 3x productivity gains [2] - AI PCs enable 41% faster deployments [2] - Windows 10 End of Support in October 2025 necessitates PC infrastructure modernization [2] AMD's AI PC Solutions - AMD offers a comprehensive lineup of next-generation mobile PC processors optimized for Copilot+ PCs [3] - AMD Ryzen AI solutions utilize on-device AI hardware, providing security advantages over cloud-reliant systems [4] - AMD Ryzen AI PRO processors can potentially realize up to $50 million in cost savings and efficiency benefits [5] - AMD Ryzen AI PRO processor lifecycle lasts up to five years before refresh, compared to the competition's three-year refresh cycle [6] - AMD Ryzen AI PRO processors feature a powerful NPU for enterprise AI PCs, enabling fast automation, intelligent search, and real-time collaboration [8] Security & Cost Efficiency - AMD solutions employ TLS 1.3 encryption for robust security and lower latency [4] - AI PCs with AMD Ryzen AI PRO processors offer lower long-term TCO due to extended battery life and reliable fleet performance [6] Performance & Productivity - AMD Ryzen AI PRO processors are engineered to balance CPU, GPU, and NPU workloads, improving efficiency across enterprise applications [8]
Accenture CEO Sees AI as a Long-Term Growth Driver
Bloomberg Television· 2025-09-12 16:21
There's been anxiety in the market. MIT reports, for example, making people question the return on investment and deployment. What are you hearing from the C-suite.The number one topic I've been with five CEOs in the last five days. The number one topic is how do I scale I how do I make sure it's embedded in how we operate every day. And that is because there's a huge difference between how we're all using AI every day in our individual lives.That's easy, but a AI in how you operate an enterprise is hard, w ...
债券研究:反内卷政策显现,支撑核心CPI增速继续改善
Bank of China Securities· 2025-09-11 07:26
Index Performance - The HSI closed at 26,200, up 1.0% in one day and 30.6% year-to-date [1] - The HSCEI closed at 9,328, up 0.9% in one day and 28.0% year-to-date [1] - The HSCCI closed at 4,377, up 0.6% in one day and 15.8% year-to-date [1] - The MSCI HK closed at 13,646, up 1.2% in one day and 29.2% year-to-date [1] - The MSCI CHINA closed at 86, up 0.6% in one day and 33.1% year-to-date [1] - The FTSE CHINA A50 closed at 14,844, up 0.5% in one day and 9.9% year-to-date [1] - The CSI 300 closed at 4,445, up 0.2% in one day and 13.0% year-to-date [1] - The TWSE closed at 25,193, up 1.4% in one day and 9.4% year-to-date [1] - The SENSEX closed at 81,101, up 0.4% in one day and 3.8% year-to-date [1] - The NIKKEI 225 closed at 43,838, up 0.9% in one day and 9.9% year-to-date [1] - The KOSPI closed at 3,315, up 1.7% in one day and 38.1% year-to-date [1] - The ASX 200 closed at 8,805, down 0.2% in one day and up 6.4% year-to-date [1] - The DJIA closed at 45,491, down 0.5% in one day and up 6.9% year-to-date [1] - The S&P 500 closed at 6,532, up 0.3% in one day and 11.1% year-to-date [1] - The FTSE 100 closed at 9,225, down 0.2% in one day and up 12.9% year-to-date [1] Commodity Price Performance - Brent Crude closed at US$68/bbl, up 1.8% in one day and down 6.2% year-to-date [2] - Gold closed at US$3,641/oz, up 0.4% in one day and 38.7% year-to-date [2] - Copper closed at US$9,914/t, unchanged in one day and up 13.1% year-to-date [2] - Aluminum closed at US$2,626/t, up 0.2% in one day and 3.9% year-to-date [2] - Nickel closed at US$14,917/t, down 0.8% in one day and 1.3% year-to-date [2] - CH domestic steel rebar 25 closed at RMB3,244/t, unchanged in one day and down 9.1% year-to-date [2] - CH domestic high speed wire closed at RMB3,614/t, down 0.1% in one day and 5.1% year-to-date [2] - CH domestic hot rolled steel closed at RMB3,420/t, down 0.1% in one day and 1.5% year-to-date [2] - CH domestic cold rolled steel closed at RMB3,914/t, unchanged in one day and down 6.7% year-to-date [2] - The BDI index closed at 2,019, unchanged in one day and up 102.5% year-to-date [2] Key Macro and Earnings Releases - US Initial Jobless Claims were 237.0k, higher than the consensus of 235.0k [3] - US Continuing Jobless Claims were 1,940.0k, lower than the consensus of 1,950.0k [3] - US CPI urban consumers MoM was 0.2%, lower than the consensus of 0.3% [3] - US CPI urban consumers YoY was 2.7%, lower than the consensus of 2.9% [3] - US CPI urban consumers was 323.0, lower than the consensus of 323.9 [3] - The Univ. of Michigan Sentiment was 58.2, higher than the consensus of 58.0 [3] - US Treasury Federal Budget Deb was -$291.1 billion, better than the consensus of -$340.0 billion [3] - FOF Federal Reserve US Household was -1,594.6% [3] - US Empire State Manufacturing was 11.9, higher than the consensus of 4.9 [3] - US Import Price Index Chg was 0.4% [3] - US Import Price Index YoY was -0.2% [3] - US capacity utilization was 77.5%, higher than the consensus of 77.4% [3] - US Industrial Production MoM was -0.1%, lower than the consensus of 0.0% [3] - US Industrial Production Indus MoM was 0.0% [3] - US Manufacturing & Trade Inven Mon was 0.2%, in line with the consensus [3] - Adjusted Retail & Food Service Mon was 0.5%, higher than the consensus of 0.3% [3] - Adjusted Retail Sales Less Auto MoM was 0.2%, lower than the consensus of 0.5% [3] Key BOCI Events - Zhou Liu Fu (Tencent Meeting at 10:30am) 6168.HK on 11 Sep [4] - BOCI Online Expert Seminar - Innovative Drug Lecture - Targeting the New Future Series IX: WCLC Innovative Drug Data Interpretation (Tencent Meeting at 4:30pm) on 11 Sep [4] - BOCI Online Expert Seminar - Domestic Server Industry Landscape and Outlook (Tencent Meeting at 4:30pm) on 11 Sep [4] - BOCI Online Expert Seminar - Overseas Hard Tech Seminar: Focus on AI ASIC Chip Thermal Design (Tencent Meeting at 3:30pm) on 11 Sep [4] - Raphael Chen - Internet Sector Marketing (1x1) in HK on 11 - 12 Sep [4] - Tony Fei - Power Sector Marketing (1x1) in SH on 15 - 16 Sep [4] - Raphael Chen - Media Sector Marketing (1x1) in SH on 18 - 19 Sep [4] - Luk Fook (Tencent Meeting at 11am) 0590.HK on 25 Sep [4] - Fortior Tech 峰岹科技 (1x1, Group Lunch) 1304.HK/688279.CH on 26 Sep [4] China Economy - In August, CPI edged down 0.4% YoY after being unchanged in July, while core CPI grew 0.9% YoY, up 0.1ppt from July [5][7] - The "industrial anti-involution" policy further took effect in August, improving the prices of durable goods CPI and some raw material PPI growth [5][7] - PPI dropped 2.9% YoY in August after falling 3.6% YoY in July, and the growth trend of both CPI and PPI is expected to gradually pick up amid the low base last year, narrowing the decline of GDP deflator [6][7] Hello Group Inc - The company's rating is HOLD, with a target price of US$8.30 and a current price of US$7.88 [8] - In 2Q25, the topline was -3% YoY, meeting BOCIe. Excluding non-recurring RMB548m accrual withholding tax, adj. NPM was 17.2%, beating consensus [8] - ROI remains the top assessment benchmark for operating domestic core Momo, Tantan and overseas businesses in 2H25. The company is expected to dynamically increase the revenue sharing ratio for core Momo in 2H25 to offset the negative impact of strict tax scrutiny [9][10] - The company will implement a more prudent model for its overseas expansion in 2H25 [9][10]
X @Unipcs (aka 'Bonk Guy') 🎒
Unipcs (aka 'Bonk Guy') 🎒· 2025-09-07 14:04
Investment Thesis - The investment thesis for $USELESS is based on its "uselessness" [1] - The key selling points are high liquidity ROI, availability on Coinbase, and the technology behind it which is described as "numba go up" [1] Market Positioning - $USELESS is being pitched to Wall Street investment bankers [1] - The presenter does not feel the need to prepare a detailed presentation [1]