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X @Bitget
Bitget· 2025-09-24 12:28
Explore millions of tokens with #BitgetOnchain. Spot your favorite 👀 Day 2 https://t.co/f9oaMBQYTj ...
如何正确理解Token经济学?
3 6 Ke· 2025-09-23 11:04
因此,从Tokens角度跟踪AI应用落地进展,就是一个非常深刻且切中要害的视角。 去年5月,当大模型厂商卷起价格战时,Tokens大概率是出镜率最高的英文单词。 简单来说,Tokens是大语言模型(LLM)用来切割自然语言文本的基本单位,可以直观的理解 为"字"或"词"。 就像工业时代用"千瓦时"度量电力消耗,互联网时代用"GB"度量数据流量,AI时代用"Token"来度量模 型的工作量。一个Token可以理解为一个词或词片段(中文里可能是一个字或词语)。 Tokens的调用量,本质反映了模型推理过程的计算量。而计算量的高或低,直接揭示了模型在实际应用 中的能力、成本、速度和可行性。 它意味着我们将AI从一种"黑箱魔法"或纯粹的技术概念,拉回到了一个可度量、可分析、可商业化的实 际生产要素的层面。 简单来说,这意味着我们不再只关注AI"能做什么",而是开始量化分析它"做了多少"、"效率多 高"、"成本多少"以及"价值多大"。 1 谁在消耗tokens? 模型厂商以tokens为主要定价单位的底层逻辑是:模型调用时的tokens消耗量与相应算力投入存在强关 联性。而另一条暗线则是,算力投入链接了营收与token ...
X @Ansem
Ansem 🧸💸· 2025-09-22 19:05
RT MONK (@defi_monk)This is a great thread from @blknoiz06 and really want to see him do more of this type of writing.A couple of thoughts on why I think the comparison between stocks and crypto may be unfair:- Indices growth has been driven by a global flight to established risk in the face of currency debasement, an ongoing AI inflection, continued margin expansion, etc. This has outsized benefits for megacap tech and it is not a one size fits all story. smid caps have not been an easy game to play for ex ...
X @BSCN
BSCN· 2025-09-20 21:32
FIVE NEW $BNB TOKENS TO WATCH - Make sure you're familiar with these five new and interesting prospects on the @BNBChain L1 ⬇️ https://t.co/V9Uofv8VqD ...
X @IcoBeast.eth🦇🔊
IcoBeast.eth🦇🔊· 2025-09-18 20:47
P sure this just cements for all time that price is the product.Token price go up? Mindshare and vibes up.Primary product of blockchains? Tokens.Primary product of tokens? Price action.Understand this -> make moneySandra 🌊 (@sandraaleow):Aster & BNBtop of mindshare(h/t: @KaitoAI) https://t.co/fwN3LJuWIm ...
Crypto exchange Kraken taps Legion to open token sales to over 15m users
Yahoo Finance· 2025-09-18 14:05
Initial coin offerings are back, but with a twist. That’s the upshot of the news that Legion, an onchcain fundraising project, is extending its services directly into the crypto exchange Kraken and opening token sales to a much wider audience than before. By tapping Legion, crypto projects launching tokens can hand-select investors based on onchain data, social media activity, and GitHub commits, among other metrics. ICOs got a bad reputation following their prior boom in 2017 and 2018, which saw over 2 ...
X @Cointelegraph
Cointelegraph· 2025-09-16 15:17
⚡️ INSIGHT: @_portals_ is merging Internet Capital Markets with entertainment to power creator economies.Creators can launch tokens, NFTs, and interactive worlds that generate real revenue.Backed by Multicoin, Greylock, and Solana Ventures; the team is building beyond gaming and launched $PORTALS.[Brought to you by @_portals_] ...
A股又大涨,还能“上车”么?多家基金公司最新研判
天天基金网· 2025-09-12 01:55
Core Viewpoint - The article highlights a strong market rebound driven by multiple factors, with a focus on AI, non-bank financials, and the "anti-involution" theme as key investment directions moving forward [5][10][12]. Market Performance - On September 11, the market showed significant strength, with major indices rebounding sharply: Shanghai Composite Index rose by 1.65%, Shenzhen Component Index increased by 3.36%, and ChiNext Index surged by 5.15% [3][4]. - Over 4,200 stocks in the market experienced gains, indicating broad-based participation in the rally [3]. Factors Driving Market Growth - External factors include a major U.S. tech company's strong earnings driven by AI cloud service demand, which has positively influenced market sentiment and led to a resurgence in AI-related stocks in A-shares [6]. - The U.S. non-farm payrolls data falling short of expectations has increased the likelihood of the Federal Reserve restarting interest rate cuts, further boosting foreign investment in Chinese markets [6]. - Internally, the recovery in cash flow for listed companies and a decline in capital expenditure have improved the long-term intrinsic value of these companies, suggesting significant upside potential in stock prices [6][9]. Investment Themes - The AI sector is highlighted as a key area of focus, with expectations of continued growth driven by strong demand for AI-related products and services [10][11]. - The "anti-involution" policy is expected to enhance competition in the renewable energy sector, particularly in solar, lithium, and wind energy [11][12]. - Non-bank financials are also seen as a promising investment area, benefiting from a stable risk appetite for Chinese assets [11][12]. Future Outlook - The overall sentiment remains bullish, with expectations of a sustained upward trend in A-shares driven by both domestic and international favorable conditions [8][9]. - The market is anticipated to continue its structural opportunities, particularly in sectors aligned with supply-side reforms and technological advancements [11][12].
A股又大涨,还能“上车”么?最新研判
Zhong Guo Ji Jin Bao· 2025-09-12 01:49
Core Viewpoint - The market experienced a significant rally, with major indices rebounding strongly, driven by multiple factors including external influences from the US tech sector and internal improvements in cash flow for listed companies [1][2][3] Market Performance - On September 11, the Shanghai Composite Index rose by 1.65%, the Shenzhen Component Index increased by 3.36%, and the ChiNext Index surged by 5.15% [1] - Over 4,200 stocks in the market saw gains, with AI-related stocks leading the charge [1] Factors Driving Market Growth - External factors include a major US tech company's substantial earnings increase due to a surge in AI cloud service demand, which ignited market sentiment and led to a return to the AI theme in A-shares [2] - The US non-farm payrolls data falling short of expectations raised the likelihood of the Federal Reserve restarting interest rate cuts, alongside expectations of RMB appreciation and improved PPI, resulting in continued foreign investment inflows into the Chinese market [2] - The International Financial Association reported that foreign investors injected nearly $45 billion into emerging market stocks and bonds in August, marking the highest inflow in nearly a year [2] Internal Market Dynamics - The technology sector had previously undergone a significant correction, and with the recent catalysts, many stocks rebounded from prior adjustments [2] - Listed companies are seeing improvements in operating cash flow, with a decline in capital expenditures and an increase in free cash flow, enhancing their long-term intrinsic value [2] - The current low interest rate environment is encouraging residents to shift investments towards equity assets, indicating potential for further price appreciation [2] Future Market Outlook - The overall market is expected to maintain a long-term positive trend, with a focus on domestic demand and potential policy measures to stimulate growth [4] - The macroeconomic environment is characterized by a downward trend in risk-free returns, accelerated capital market reforms, and stabilization in US-China relations, all contributing to a gradual increase in market indices [4] Investment Focus Areas - Key sectors to watch include AI, Hong Kong internet stocks, "anti-involution" policies, and non-bank financials [5][6] - Specific investment opportunities are identified in construction materials, steel, photovoltaics, traditional Chinese medicine, lithium, and offline retail, particularly in relation to supply-side reforms [5] - The AI sector remains a focal point due to its strong fundamental outlook, with significant demand for AI chips and domestic semiconductor production expansion [6] - Non-bank financials are also highlighted as a sector with potential for recovery and growth, particularly those meeting low PE and PB criteria [6]
X @BSCN
BSCN· 2025-09-11 03:20
RT BSCN (@BSCNews)🚨 NEW BINANCE-LISTED TOKENS TO WATCH... These recent @binance listings are certainly worth keeping an eye on... Don't miss out ⬇️https://t.co/pjgjJWxdQb ...