Koleksi Interaksi | Dapatkan Poin dengan Check-in Mahojin; Daftar Daftar Tunggu KAIO (23 Februari)

Odaily星球日报Pubblicato 2026-02-23Pubblicato ultima volta 2026-02-23

Introduzione

Ringkasan Interaksi Proyek (23 Februari): 1. **Mahojin**: Platform infrastruktur AI yang bertujuan menjadi "GitHub untuk pembuat model dan dataset AI". - **Cara Interaksi**: Login di situs resmi, hubungkan akun X, dan lakukan check-in harian untuk mendapatkan poin. - **Pendanaan**: $5 juta dipimpin a16z CSX dan Maelstrom. 2. **KAIO**: Layer-1 fokus pada tokenisasi RWA tingkat institusional. - **Cara Interaksi**: Daftar waitlist dengan menghubungkan dompet dan isi informasi. - **Pendanaan**: $11 juta dipimpin Laser Digital dan WebN Group. 3. **Edgen**: Asisten perdagangan cerdas aset kripto yang menyediakan analisis pasar real-time. - **Cara Interaksi**: Login dengan akun X, selesaikan tugas harian dan misi lainnya di pusat tugas. - **Pendanaan**: Total $11 juta dari Framework Ventures dan North Island Ventures.

Orisinil | Odaily Planet Daily(@OdailyChina)

Penulis | Asher(@Asher_ 0210)

Mahojin: Platform Infrastruktur AI

Pengenalan Proyek

Mahojin bertujuan untuk menciptakan "GitHub" untuk pembuat model AI dan pengembang kumpulan data. Platformnya memungkinkan pelacakan kekayaan intelektual dan membayar imbalan kepada kontributor asli model dan kumpulan data.

Pada 1 April 2025, Mahojin mengumumkan penyelesaian pendanaan $5 juta, dipimpin bersama oleh a16z CSX dan Maelstrom.

Tutorial Interaksi

LANGKAH 1. Masuk ke situs web resmi (tautan: https://app.mahojin.ai/maho-point), klik "Sign in" untuk masuk ke akun, dan hubungkan akun X Anda.

LANGKAH 2. Klik "MAHO Points", lalu klik "Check-in" untuk menyelesaikan check-in harian dan mendapatkan poin.

LANGKAH 3. Tingkatkan paket untuk mendapatkan bonus poin.

KAIO: L1 yang Berfokus pada Tokenisasi RWA Tingkat Institusional

Pengenalan Proyek

KAIO adalah L1 yang berfokus pada tokenisasi Aset Dunia Nyata (RWA) tingkat institusional. Proyek ini menyelesaikan pendanaan $11 juta pada tahun 2023, dipimpin oleh Laser Digital (anak perusahaan aset digital Nomura) dan WebN Group.

Tutorial Interaksi

LANGKAH 1. Masuk ke situs web pendaftaran daftar tunggu (tautan: https://waitlist.kaio.xyz/), hubungkan dompet, lalu isi informasi yang diperlukan untuk menyelesaikan aplikasi.

LANGKAH 2. Selesaikan tugas terkait KAIO di Galxe (tautan: https://app.galxe.com/quest/KAIO?sort=Trending).

Edgen: Asisten Perdagangan Cerdas Aset Kripto

Pengenalan Proyek

Edgen adalah asisten perdagangan cerdas aset kripto yang bertujuan untuk memberikan intelijen pasar yang komprehensif, instan, dan dapat ditindaklanjuti serta saran perdagangan kepada berbagai jenis pedagang kripto, dari retail hingga institusi, yang termasuk dalam segmen InfoFi. Ini bukan hanya "Analis Keuangan penuh waktu", tetapi juga asisten cerdas bagi trader retail untuk melawan paus, membantu trader mendapatkan keunggulan dalam pasar yang berubah dengan cepat.

Menurut data ROOTDATA, Edgen saat ini telah menyelesaikan dua putaran pendanaan, dengan total $11 juta, dengan investor termasuk Framework Ventures, North Island Ventures, dll.

Tutorial Interaksi

LANGKAH 1. Masuk ke situs web resmi (tautan: https://www.edgen.tech/zh/task/), login menggunakan akun X.

LANGKAH 2. Klik "Pusat Tugas", lalu selesaikan tugas check-in harian.

LANGKAH 3. Selain tugas check-in harian, Anda juga dapat menyelesaikan tugas pemula, tugas mingguan, tugas sosial, dll.

Domande pertinenti

QApa itu Mahojin dan apa tujuannya?

AMahojin adalah platform infrastruktur AI yang bertujuan menciptakan 'GitHub' untuk pembuat model AI dan pengembang kumpulan data. Platform ini memungkinkan pelacakan kekayaan intelektual dan memberikan pembayaran kepada kontributor asli model serta kumpulan data.

QBagaimana cara mendapatkan poin di Mahojin?

AUntuk mendapatkan poin di Mahojin, pengguna perlu masuk ke akun mereka di situs web resmi, mengikat akun X, dan melakukan check-in harian di bagian 'MAHO Points'. Pengguna juga dapat meningkatkan paket mereka untuk mendapatkan bonus poin.

QApa itu KAIO dan dalam hal apa fokusnya?

AKAIO adalah Layer 1 (L1) yang berfokus pada tokenisasi RWA (Real World Assets) tingkat institusional. Proyek ini menyelesaikan putaran pendanaan sebesar $11 juta pada tahun 2023, dipimpin oleh Laser Digital dan WebN Group.

QBagaimana cara mendaftar ke daftar tunggu KAIO?

AUntuk mendaftar ke daftar tunggu KAIO, kunjungi situs web waitlist.kaio.xyz, sambungkan dompet kripto Anda, dan isi informasi yang diperlukan untuk menyelesaikan aplikasi.

QApa itu Edgen dan layanan apa yang ditawarkannya?

AEdgen adalah asisten perdagangan cerdas untuk aset kripto yang bertujuan memberikan intelijen pasar yang komprehensif, instan, dan dapat ditindaklanjuti serta rekomendasi perdagangan untuk berbagai jenis pedagang, dari retail hingga institusi. Ini berfungsi seperti 'analis keuangan penuh waktu' dan membantu pedagang mengambil keputusan di pasar yang berubah.

Letture associate

Fed's Internal Doves Flock to Hawkish Stance, Warsh's Debut "Between a Rock and a Hard Place"

U.S. Federal Reserve officials who previously advocated for rate cuts, including Governor Christopher Waller, have recently shifted their stance, with many now not ruling out the possibility of future rate hikes. This sets a challenging stage for new Fed Chair Kevin Warsh's first policy meeting. Appointed by President Trump based on his dovish views, Warsh now faces a committee where the debate has pivoted from "when to cut" to "whether to hike," driven by persistent inflation above 3%, a strong labor market, and supply-side pressures from AI infrastructure demands and geopolitical tensions. Key figures illustrate the shift. Governor Waller, once concerned about employment, now says data has pushed him toward considering rate increases. Even moderate voices like Governor Lisa Cook, while expecting inflation to ease, have indicated readiness to hike if it fails to do so. Long-time hawks such as regional Fed presidents Beth Hammack, Lorie Logan, and Neel Kashkari have grown more vocal, arguing that the real policy rate is effectively falling and that action may soon be needed. The upcoming Fed meeting is expected to keep rates steady but will likely remove the "easing bias" from its statement, signaling a neutral stance between cuts and hikes. The quarterly "dot plot" is anticipated to show most officials projecting no cuts this year, with some potentially indicating hikes. Chair Warsh, a critic of the Fed's reliance on forward guidance like the dot plot, must navigate communicating this pivot using tools he has questioned, all while steering policy in a direction counter to the preferences of the president who appointed him. The consensus suggests the Fed's next move could well be a rate increase.

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The article analyzes the three leading Chinese optical module companies, collectively nicknamed "Yi Zhong Tian": Xinyisheng, Zhongji Innolight, and TFC Optical Communication. It evaluates their "cost-performance" not by current stock price, but through three lenses: PEG ratio (growth vs. valuation), earnings quality, and premium/discount for certainty. Xinyisheng shows the most attractive PEG ratio and high profitability, but its valuation reflects discounts for risks like high customer concentration and reliance on overseas markets. Zhongji Innolight, the most expensive, commands a premium for its market leadership, dominant share in key products like 800G/1.6T modules, and higher earnings certainty, though it faces geopolitical risks. TFC Optical, as an upstream component supplier ("water seller"), has the highest gross margin and bets on the long-term CPO/NPO architecture trend, but trades at a high valuation with more stable, less explosive growth. The core argument is that while these companies dominate module assembly, the true profit pool and technological moat lie upstream in laser and switch chips, currently controlled by U.S. firms like Lumentum and Coherent. The long-term "cost-performance" for these Chinese leaders hinges on whether the domestic industry, exemplified by companies like Yuanjie Technology, can successfully move up the value chain into high-power laser chips. Otherwise, their high growth may remain confined to the lower-margin assembly segment.

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Has the Crypto Market Bottomed? Here's What Institutions Think

The crypto market is in a period of significant debate, with leading institutions offering differing views on whether a bottom has been reached. Three prominent firms have published detailed analyses: * **Galaxy Digital** argues Bitcoin has **not yet bottomed**. Their analysis of 13 historical indicators across six dimensions (valuation, profit-taking, miner pressure, etc.) shows only four are fully met. They project a potential bottom range between $30k and $54k. * **NYDIG** states a bottom is **possible but not likely**. While metrics are close to historic bear market extremes, they note the absence of a classic panic-selling event. They also suggest increased institutional adoption may have structurally altered the market cycle, potentially leading to a shallower downturn. * **Standard Chartered Bank** asserts the **bottom has already occurred** at around $59k. They cite two key factors: potential US-Iran diplomatic progress and the anticipated SpaceX IPO, which they believe absorbed capital and caused ETF selling pressure that is now subsiding. They forecast a year-end price target of $100k. Despite the surface-level disagreement, the reports share critical common ground more valuable for long-term investors: 1. All three believe the market bottom will form **within this year**. 2. All agree the current price is **closer to the bottom than to previous highs**. 3. All maintain a **bullish long-term outlook** for Bitcoin and a new cycle. The core takeaway is that while the exact bottom price ($40k, $50k, or $60k) is debated, the consensus is that a bottom is imminent. For long-term holders, the primary focus should not be pinpointing the absolute low, but on the future potential for prices to reach $100k, $200k, or higher. The fundamental thesis for Bitcoin—sovereign debt accumulation, inflation, declining trust in centralized institutions, global digitization, and improved accessibility—remains intact and is arguably strengthening. The overall landscape is viewed as more favorable than in previous crypto winters.

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The 'Chip' Challenge and Breakthroughs in China's Optical Industry Chain

China's Photonics Industry: Bottlenecks and Breakthroughs In the global AI race, computing chips dominate the narrative, but the underlying bottleneck increasingly defining the scale of AI clusters is light—or more specifically, optical connectivity. Optical modules, which translate electrical signals to light and vice versa, are crucial for connecting thousands of GPUs in AI data centers, preventing data congestion and ensuring efficient model training. High-speed modules (800G, 1.6T) are now standard, with performance hinging on advanced DSP (Digital Signal Processor) chips. This is where a critical dependency lies. Two US giants—Marvell and Broadcom—collectively dominate over 90% of the high-end DSP chip market. Chinese optical module leaders like Zhongji Innolight and Eoptolink rely on these chips to manufacture modules for overseas AI customers, primarily in North America. While this creates a supply chain vulnerability, complete decoupling is difficult. Marvell derives over half its revenue from Greater China, and the US firms depend on Chinese partners for chip packaging and optical components. The risk from laser chips (e.g., from Lumentum), another key component, is considered more manageable due to multiple global suppliers and faster progress in domestic alternatives from companies like YOFC and Accelink. To mitigate risks, China's industry is pursuing a multi-pronged strategy: diversifying supply chains and locking in long-term orders; fostering a domestic market ecosystem to adopt homegrown DSPs from firms like Huawei HiSilicon and CETC; accelerating R&D in high-speed DSPs and advanced packaging; and investing in next-gen technologies like silicon photonics and Co-Packaged Optics (CPO) to reduce reliance on discrete DSPs. The ultimate solution lies not in short-term博弈 but in persistent advancement of domestic high-end chip R&D and manufacturing. While challenges remain in performance, certification, and ecosystem building, China's vast domestic market and manufacturing base provide a crucial buffer, buying time for the industry to achieve greater technological independence.

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Behind SpaceX's $2 Trillion Market Cap: Why Does Musk Always Have the Next Move Planned?

On June 12th, SpaceX debuted on the Nasdaq, reaching a valuation that briefly touched $2 trillion. This marked the culmination of a 24-year journey from its founding in 2002, driven by Elon Musk's frustration at the high cost of buying rockets. The company's path was defined by early failures, with its first three Falcon 1 launches ending in explosions before a successful 2008 flight opened the era of commercial spaceflight. Key to its model was a fixed-price NASA contract, incentivizing cost reduction. SpaceX mastered rocket reusability, first achieving a Falcon 9 landing in 2015, which drastically cut launch costs. This enabled its profitable Starlink satellite internet constellation, envisioned years before reusability was proven, to create an internal market for frequent launches. Similarly, the next-generation Starship rocket was in development long before its first flight, with its business case evolving from Mars colonization to supporting the emerging concept of in-orbit data centers for AI—a story now central to its valuation. The company's recent IPO, a reversal of its long-standing "no IPO" stance, is funding this ambitious "space-based compute" vision. While major tech players like Google, Blue Origin, and others are investing heavily, significant technical and cost hurdles remain. Ultimately, SpaceX's history is one of creating its own demand: first with Starlink and now with space-based AI compute, betting that its next rocket will enable its next giant market.

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