加密市场整体回暖，$SHIB 24小时领涨超28%

marsbitPubblicato 2024-09-26Pubblicato ultima volta 2024-09-27

以太坊

昨夜，比特币突破65000美金，24小时涨幅高达4%。根据CoinGecko数据，当前国际加密货币市值为2.4万亿美元，在过去24小时内变动了2.4%。  比特币的市占率为53.9%，以太坊的市占率则为13.3%。

Meme币板块普涨，SHIB 24小时涨幅超28%

金色财经报道，行情显示，Meme币板块普涨，其中：

DOGE 24小时涨幅为10.3%，现报0.1186美元；

SHIB 24小时涨幅为28.3%，现报0.00001924美元；

PEPE 24小时涨幅为15.8%，现报0.00000956美元；

WIF 24小时涨幅为13%，现报2.25美元；

BONK 24小时涨幅为20%，现报0.00002187美元。

行情波动较大，请做好风险控制。

Letture associate

Retail Investors' 'Lead Brother' Serenity vs. Newly Minted Stock God Leopold: How Are the Two Top Hunters Mining AI's 'Physical Limits'?

The article profiles two prominent figures, Serenity and Leopold Aschenbrenner, who are gaining attention for their unconventional investment strategies focused on the physical constraints of the AI boom, moving beyond mainstream software narratives. Serenity, an anonymous online trader, advocates a "shiso leaf" theory. He targets small-cap companies with monopolies on critical, overlooked components in the AI hardware supply chain, such as specific semiconductor materials. His deep, technical analysis of bottlenecks in areas like co-packaged optics (CPO) has reportedly yielded massive returns, though his anonymity and focus on illiquid micro-cap stocks pose significant risks for followers. Leopold Aschenbrenner, a former OpenAI researcher, founded a multi-billion dollar hedge fund. His macro thesis argues that physical infrastructure—power grids, land, data centers—is the true bottleneck for AI growth, lagging far behind chip production. Consequently, his fund employs an infrastructure arbitrage strategy: heavily investing in storage and compute infrastructure companies while placing massive bearish bets (put options) against major semiconductor stocks, betting their valuations will correct as physical constraints become apparent. While their methods differ—Serenity drills into microscopic supply chain details, while Leopold takes a macroscopic, infrastructure-focused view—both share a core belief: the real power and investment alpha in the AI era lie in controlling scarce physical resources, not just software. The article concludes by noting the inherent risks in both approaches, such as liquidity issues for micro-caps and timing risks for macro bets, but suggests they signal a broader market re-evaluation of AI's foundational assets.

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Retail Investors' 'Lead Brother' Serenity vs. Newly Minted Stock God Leopold: How Are the Two Top Hunters Mining AI's 'Physical Limits'?

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Nocera Rebrands as Nocera Holdings, Expands Holistically into AI, Data Centers, Robotics, Biotechnology, and Digital Assets

Nocera, Inc. (Nasdaq: NCRA) announces a major corporate transformation, rebranding as Nocera Holdings to become a diversified holding company targeting high-growth tech sectors. The company plans to aggressively pursue mergers, strategic investments, and alliances in AI and AI infrastructure, data centers, robotics, biotechnology, and blockchain/digital assets. To support this expansion, Nocera has amended a previously announced financing agreement, broadening the use of up to $300 million in capital to also include working capital and global market expansion. CEO Andy Jin stated the move positions the company at the intersection of several accelerating, infrastructure-intensive industries. Key focus areas include capitalizing on surging AI computing and cloud demands through data center opportunities in Asia and Eastern Europe, exploring biotech and AI-driven healthcare technologies, advancing into robotics and "physical AI" automation, and continuing its blockchain and digital asset initiatives. The company is undergoing a comprehensive rebranding and has engaged strategic advisors for its global positioning. Nocera will leverage its existing relationships and operational base in Asia while continuing efforts to strengthen its balance sheet and maintain Nasdaq compliance.

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Nocera Rebrands as Nocera Holdings, Expands Holistically into AI, Data Centers, Robotics, Biotechnology, and Digital Assets

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Who Will Make Money in the Age of Agents?

In the Agents era of blockchain, traditional value capture theories face challenges. The "Fat Protocol" theory, dominant since 2016, suggested protocols capture most value as their tokens are essential for network use. However, the proliferation of interchangeable L1s, L2s, and modular layers has eroded protocol scarcity and pricing power. Conversely, the "Fat App" theory posits that applications capturing user relationships (like wallets and exchanges) become the primary value layer by controlling distribution and transaction flows. This aligns with the current "Great Repricing" cycle. Agents disrupt this logic. As software users, they lack brand loyalty, prioritize cost and efficiency, and switch between platforms seamlessly. This undermines the front-end UX moats that "Fat Apps" rely on. The article explores several potential futures: 1. **Headless Applications:** Current leading apps could strip their front-ends and become backend API infrastructure for Agents, preserving their role. 2. **Protocol Resurgence:** If integration becomes trivial, Agents might bypass aggregators and interact directly with protocols, reviving "Fat Protocol" dynamics. 3. **Pricing Power Collapse:** Agents' rational, frictionless routing could commoditize the entire stack, compressing margins toward cost and leaving little profit for intermediaries. 4. **Unprecedented Activity:** Agents may enable new, high-frequency, machine-to-machine economic activities, expanding the total value pie even if margins are thin. 5. **A New, Unnamed Model:** Historically, major tech shifts (like the internet's attention economy) create unforeseen business models. The Agents era may spawn entirely new ways to capture value. The most likely outcome is a coexistence where "Fat Apps" continue to serve human users valuing UX, while a separate, Agent-driven economy emerges governed by different rules—where loyalty is based on factors like liquidity, latency, and settlement guarantees rather than brand.

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Who Will Make Money in the Age of Agents?

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6,000 Investors Lost Everything On A 1,001x Solana Meme Coin — South Korea Just Made Its Move

South Korean prosecutors have indicted five individuals for a landmark Solana-based meme coin rug pull, marking the first-ever criminal prosecution of a decentralized exchange (DEX) scam under the country's Virtual Asset User Protection Act. The group launched the CATFI token on pump.fun, artificially inflated its value through fake social media promotions and circular trading under the influencer alias "EtherFather," and then abandoned the project. The scam caused the token's price to surge 1,001 times, attracting about 6,000 investors and resulting in approximately $650,000 in confirmed losses for 256 victims. This precedent-setting case extends South Korea's crypto fraud enforcement framework to DEX transactions and influencer-driven manipulation for the first time.

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6,000 Investors Lost Everything On A 1,001x Solana Meme Coin — South Korea Just Made Its Move

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Benvenuto in HTX.com! Abbiamo reso l'acquisto di SHIBA INU (SHIB) semplice e conveniente. Segui la nostra guida passo passo per intraprendere il tuo viaggio nel mondo delle criptovalute.Step 1: Crea il tuo Account HTXUsa la tua email o numero di telefono per registrarti il tuo account gratuito su HTX. Vivi un'esperienza facile e sblocca tutte le funzionalità,Crea il mio accountStep 2: Vai in Acquista crypto e seleziona il tuo metodo di pagamentoCarta di credito/debito: utilizza la tua Visa o Mastercard per acquistare immediatamente SHIBA INUSHIB.Bilancio: Usa i fondi dal bilancio del tuo account HTX per fare trading senza problemi.Terze parti: abbiamo aggiunto metodi di pagamento molto utilizzati come Google Pay e Apple Pay per maggiore comodità.P2P: Fai trading direttamente con altri utenti HTX.Over-the-Counter (OTC): Offriamo servizi su misura e tassi di cambio competitivi per i trader.Step 3: Conserva SHIBA INU (SHIB)Dopo aver acquistato SHIBA INU (SHIB), conserva nel tuo account HTX. In alternativa, puoi inviare tramite trasferimento blockchain o scambiare per altre criptovalute.Step 4: Scambia SHIBA INU (SHIB)Scambia facilmente SHIBA INU (SHIB) nel mercato spot di HTX. Accedi al tuo account, seleziona la tua coppia di trading, esegui le tue operazioni e monitora in tempo reale. Offriamo un'esperienza user-friendly sia per chi ha appena iniziato che per i trader più esperti.

495 Totale visualizzazioniPubblicato il 2024.12.11Aggiornato il 2025.03.21

Come comprare SHIB

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