El culpable del colapso de Luna, el mercado bajista, la ansiedad por la IA...

比推Published on 2026-02-25Last updated on 2026-02-25

Abstract

Resumen: En las últimas 24 horas, los KOLs de cripto debatieron tres temas principales. Primero, se señaló a Jane Street como posible responsable del colapso de Terra (Luna) en 2022, aunque muchos argumentan que el proyecto era un esquema Ponzi con fallos estructurales y que el mercado simplemente explotó su debilidad. Segundo, hay una discusión sobre el prolongado mercado bajista ("invierno cripto"), donde los comentarios aconsejan enfocarse en preservar el capital y tener una mentalidad de inversión a largo plazo en lugar de especular. Finalmente, se explora la "ansiedad por la IA", reflexionando sobre su impacto disruptivo en la sociedad y el mercado laboral. Las opiniones son diversas y no constituyen consejos de inversión.

Estimados lectores, ¡hola~

¿De qué han estado hablando los KOLs del mundo cripto en las últimas 24 horas?

Nota: El siguiente contenido está recopilado de la plataforma X, son opiniones personales, no representan la postura de esta plataforma y mucho menos constituyen consejos de inversión.

"El cerebro detrás del mercado bajista de cripto de 2022 es Jane Street"

Comentarios populares:

Terraform era esencialmente un esquema Ponzi, que tarde o temprano colapsaría. Es una tontería echarle la culpa a Jane Street o a cualquier otro. Por ejemplo, incluso si yo hubiera hecho short y provocado la quiebra de Bernard Madoff, no sería el causante;

Los creadores de mercado no destruyen cosas, solo descubren debilidades estructurales y se adelantan. Si Terra podía desanclarse mediante operaciones estratégicas, eso es un defecto de diseño, no un crimen. El verdadero problema es el supuesto acceso a información privilegiada (la conversación "secreta" con el becario de Terraform). Un estabilizador algorítmico con un anclaje débil es como una prueba de estrés a punto de estallar, Jane Street simplemente era mejor en matemáticas que la mayoría;

Los que compraron Luna en la caída en ese entonces lo pasaron muy mal, el precio de luna casi alcanzó al de shiba;

Sin regulación, se puede estafar a la gente libremente, si tuviera dinero, a mí también me gustaría ser el que manipula el mercado;

"El largo invierno"

Comentarios populares:

En tiempos de contracción, el objetivo principal de las personas no debería ser cómo ganar dinero en el mercado, sino cómo proteger su patrimonio durante este período. Mientras puedas aguantar, mientras puedas sobrevivir, siempre habrá un nuevo comienzo.

No ser un especulador, antes de decidir abrir una posición, debes estar preparado mentalmente para tratar los activos relacionados como una inversión a medio-largo plazo, no apostar todo (no all in), no liquidar todo (no all out).

Ansiedad por la IA

Enlace original:https://www.bitpush.news/articles/7614246

Google TPU Shipments Revised Up by 50%

Recent industry research indicates a significant upward revision in the shipments of Google's TPU (Tensor Processing Unit) chips. Previous expectations for 2027 were set at around 10 million units, but new estimates now point to 15 million units, a 50% increase. This substantial boost directly translates to higher demand across the entire supporting supply chain. Google's TPU clusters utilize a standardized all-optical interconnect architecture. Consequently, key hardware components are deeply integrated and scaled in fixed ratios with the chips. The 15 million TPU target will drive corresponding demand increases for NPO optical engines (roughly a 1:1 match), 1.6T optical modules, OCS optical switches, high-end server power supplies, fiber optics & MPO connectors, and liquid cooling solutions. Among these, liquid cooling is highlighted as the sector experiencing the most significant transformation and offering the most stable potential for excess returns. As next-generation TPU chips reach power levels where traditional air cooling is insufficient, liquid cooling becomes essential. 2026 is forecasted as the first year of substantial adoption for Google's liquid cooling solutions. This shift, coupled with delivery and capacity bottlenecks faced by incumbent overseas manufacturers, is creating a prime window for domestic Chinese suppliers to enter and secure Google's core supply chain. The market size for Google-specific liquid cooling is projected to potentially triple from a baseline of hundreds of billions to around 300 billion units by 2028. The logic for the fiber optic sector is also being rewritten. Once considered a cyclical commodity tied to telecom operator procurement, fiber is now a strategic and scarce resource for AI Data Centers (AIDC). A severe supply-demand imbalance, driven by the long lead time for preform production (18-24 months) and surging demand from cloud giants, is supporting strong performance. Chinese fiber manufacturers are well-positioned to capture a significant share of global AIDC demand, with exports potentially reaching 200-300 million core kilometers in 2026. Overall, the investment focus within the AI computing industry is shifting from pure "chip performance speculation" towards the more certain incremental growth in computing infrastructure and its supporting ecosystem. The upward revision in Google TPU shipments, along with the potential for further doubling by 2028, is seen as solidifying performance visibility for the entire supporting supply chain over the next two years.

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What Wall Street Really Wants After the Crypto Story Recedes

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Tying Itself to SpaceX: Cursor's $60 Billion Rise

This article recounts the rapid rise of AI-powered coding startup Cursor and its 25-year-old MIT graduate CEO, Michael Truell. Launched in 2023, Cursor achieved explosive growth, reaching over 10 billion USD in revenue by late 2025. However, its journey highlights a central dilemma for AI application companies: dependence on foundational model providers. Cursor initially relied heavily on Anthropic's models but faced an existential threat when Anthropic launched its own competing coding tool, Claude Code. In response, Cursor declared an internal emergency in early 2026 and accelerated development of its own model, Composer. To secure the immense computing power needed, Truell struck a pivotal deal with Elon Musk's SpaceX in April 2026. The collaboration grants Cursor access to SpaceX's supercomputing resources for Composer, while SpaceX's Grok model benefits from Cursor's programming data. The agreement includes a potential 600 billion USD acquisition of Cursor by SpaceX later in the year, though a substantial termination fee is in place if the deal falls through. The story explores Cursor's intense, sometimes controversial hiring practices involving lengthy unpaid "work trials," its complex partnership-turned-rivalry with Anthropic, and its high-stakes gamble to ensure independence through the SpaceX alliance. The core question remains: will Cursor evolve into a defining, independent "generational" software company, or become a key piece in a tech giant's AI arsenal?

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Kraken Plans CFTC-Regulated Perpetual Futures For US Professional Traders

Kraken plans to launch CFTC-regulated perpetual futures for eligible US professional traders through its acquired derivatives exchange, Bitnomial. These contracts, featuring continuous pricing, no expiry, and regular funding, aim to provide a regulated domestic route to a product that is central to global crypto trading but has been largely inaccessible on US platforms. The offering is expected to be integrated into Kraken Pro, allowing traders to manage various exposures in one interface. Key factors for success will include eligibility criteria, contract design, and the development of sufficient liquidity. This move could pave the way for more regulated perpetual products in the US market.

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Warsh's Debut: Will the FED Chair Who Knows Crypto Best Bring Surprises or Shocks to the Market?

Kevin Warsh, the new Federal Reserve Chairman, prepares for his inaugural press conference amidst a challenging macroeconomic landscape: resurgent inflation, a bond market sell-off, and political pressure from President Trump for rate cuts. Uniquely, Warsh holds indirect investments in over 20 crypto and Web3 entities (e.g., Solana, dYdX), making him the first Fed Chair with disclosed crypto exposure. His stance may combine a hawkish, inflation-focused monetary policy with a crypto-friendly regulatory philosophy that shifts from Powell’s “same risk, same rule” approach toward a framework acknowledging blockchain’s productivity value. Warsh’s leadership could impact crypto markets across three dimensions: a paradigm shift in regulation (potentially accelerating pro-innovation legislation and stable币 rules), a re-pricing of risk premiums based on clearer communication and his view of AI as a structural disinflationary force, and a long-term reallocation of global institutional capital driven by increased legitimacy. Two potential scenarios for the press conference are outlined. A “positive surprise” would involve a dovish-leaning tone on rates coupled with signals of regulatory openness, potentially boosting crypto asset valuations. Conversely, a “negative shock” would see a more hawkish-than-expected stance on inflation and rates, triggering a broad risk-asset selloff that crypto markets would not escape. While ethics rules required Warsh to divest his crypto holdings upon confirmation, his deep understanding of the technology may fundamentally lower policy uncertainty and build a more receptive long-term foundation for digital assets’ integration into the mainstream financial system.

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Warsh's Debut: Will the FED Chair Who Knows Crypto Best Bring Surprises or Shocks to the Market?

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4.4k Total ViewsPublished 2024.03.29Updated 2026.06.02

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798 Total ViewsPublished 2024.04.01Updated 2024.12.03

What is TERRA

Exploring the Terra Ecosystem: A Comprehensive Overview Introduction In the ever-evolving landscape of blockchain technology and cryptocurrency, the Terra Ecosystem has emerged as an ambitious project designed to facilitate a decentralized financial system. This innovative platform focuses on creating stable and scalable algorithmic stablecoins, aimed at driving the widespread adoption of cryptocurrencies. In this article, we will delve into the foundational aspects of the Terra Ecosystem, exploring its operational mechanisms, its creators, investors, notable components, and the timeline of its development. What is the Terra Ecosystem? Founded in 2018, the Terra Ecosystem is a layer-one blockchain designed to provide an efficient and reliable payment platform. The core mission of Terra is to create a preferred form of money that is not only decentralized but also practical for everyday use. 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1.3k Total ViewsPublished 2024.12.17Updated 2024.12.17

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