In-Depth Articles
Deconstructing Early NVIDIA Investor Gavin Baker's Investment Philosophy: Go Long on AI Infrastructure Bottlenecks, Go Short on Overall Market Risk
AI Super Cycle Investment in Bottleneck Assets such as Power Chips, Not a Bubble
05-29 16:31
Reddit U.S. Stock Forum Buzz: Is the Second Wave of AI Here? Capital Is Rotating from Compute Stocks to These Application Stocks
The Reddit community is buzzing over the shift in AI investment from infrastructure to application layers, with RDDT drawing the most attention due to its data moat
05-29 14:20
South Korea's Retail Crypto Investors Exit, Banks Pour 1 Trillion Won in 10 Days to Capture Crypto Infrastructure
South Korea's institutional players are accelerating their footprint in the crypto market, though actual deployment remains limited, with local technology firms establishing their own trajectories.
05-29 12:20
ETF Siphons $100M, DAT Joins Russell 3000: Hyperliquid’s “Wall Street Moment”
ICE CEO Praises Hyperliquid's Scale Over Nasdaq, Highlights SpaceX Derivatives and HYPE ETF Capital Inflows.
05-29 10:20
ChainThink Morning Brief 5.29
Polymarket Launches Perpetual Contracts, Standard Chartered Remains Bullish on ETH, US-Iran Deal Near Completion.
05-29 09:30
Tether's Dual-Token Strategy: USAT Compliance as a Smoke Screen, USDT Non-Compliance the True Reality?
Tether Launches Compliant USAT, Enabling Offshore USDT to Permanently Evade U.S. Regulation.
05-28 17:29
How Does the Crypto Industry Profit When Users Become Agents?
Value distribution reconfiguration in the Agent era, headless applications or protocol ascendancy, liquidity latency becomes pivotal.
05-28 14:49
On a mountain road in Shaanxi, Lex Fridman, who commands millions of followers, hopped onto a truck
Lex Fridman hitchhikes in Southern Shaanxi, engaging in conversations with truck drivers, showcasing the struggles and convictions of ordinary Chinese people.
05-28 12:08
ChainThink Morning Brief 5.28
Polymarket Plans to Implement KYC, FTX Initiates Compensation, Trump Warns Oman, Supreme Court Explores Virtual Currency
05-28 09:40
With a Trillion-Dollar Market at Stake, Why Has Real Estate Tokenization Failed to Take Off?
Tokenized real estate faces a significant gap between ideal vision and reality due to the lack of established legal and compliance frameworks.
05-28 09:28
10x Faster Than NVIDIA! Micron Surpasses $1 Trillion Market Cap in Just 48 Days—Is the AI Storage Super Cycle Just Getting Started?
Micron Technology's market cap surpasses $1 trillion, with UBS setting a target price of $1,625, driven by AI storage demand.
05-27 16:37
When Contracts Turn into Memecoins: alt.fun, HyperEVM, and HYPE's Explosive Spiral
HYPE leverages alt.fun to package leveraged contracts as Meme coins, attracting retail investors to fuel a surge spiral.
05-27 15:47
Shenzhen-made, Sold in America: A Billion-Dollar AI Business That Monetizes Anxiety Among the Middle Class
Silicon Valley health wearables Oura and Whoop, with their screenless designs, have achieved valuations exceeding $10 billion, leveraging AI-powered physiological data entry points, with supply chains based in Shenzhen.
05-27 12:06
Regulatory Failure: CFTC and the Trump Family's Cryptocurrency Ventures
The CFTC, under the influence of the Trump administration, has retreated from enforcement and purged officials, creating favorable conditions for prediction market firms linked to the Trump family.
05-27 11:42
ChainThink Morning Brief 5.27
Trump Supports CFTC Jurisdiction Over Prediction Markets, OKX Unveils Open Trading Protocol.
05-27 10:32
Gray's Senior Vice President Shares: The Mystery Behind Bitcoin's "10 PM Dump" and the Mechanics of Cryptocurrency ETFs
Bitcoin ETF mechanism is not a conspiracy; tokenization progresses from stablecoins to RWA, with whales shifting toward ETF shares.
05-26 19:05
Ethereum turns into a Chinese-affected stock
Ethereum faces internal crisis, Vitalik steps down, market confidence wanes, yet it remains the premier global connectivity choice.
05-26 15:15
Interview with Arthur Hayes & NEAR Co-Founder: HYPE Target Price $150, Does NEAR Still Have 20x Potential?
Arthur Hayes discusses macro liquidity, privacy assets, and NEAR's intent with Illia Polosukhin, asserting that privacy is a prerequisite for mass adoption of cryptocurrency
05-26 13:04
FDE: Is the Alarm for Career Transition in the AI Era Already Sounding?
FDEs are frontline engineers dispatched by AI-era model companies to client sites, distinct from consulting or outsourcing roles, and suited for individuals with strong communication skills and tolerance for ambiguity.
05-26 10:13
ChainThink Morning Brief 5.26
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05-26 09:35
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