shib疯狂带动市场,接下来黑马是_____?

金色财经Publicado em 2024-09-28Última atualização em 2024-09-28

lAL0cfzPZ125XheleoA7cibr9UHWkMpo1Owe0JMY.png

股市重回3000点，币圈迎来普涨行情。在昨天shib的疯狂引领下，市场越来越活跃了，这是一个非常好的信号。

如果你要每天都看我文章的话，你应该知道，我一直对shib是比较看好。它过去经过了吸筹、能量释放、再能量收缩，代表它未来不只局限于此，还会有更大的能量等着它。

今天就先写到这里，要好好找一下接下来的大黑马了。

Leituras Relacionadas

Mystery Bitcoin Whale Dumps $1.3B In BlackRock’s IBIT As Market Barely Blinks

An unidentified entity sold approximately $1.3 billion worth of shares in BlackRock's spot Bitcoin ETF, IBIT, in a large dark pool block trade on Tuesday morning. ETF analysts, including Galaxy's Alex Thorn and Bloomberg's Eric Balchunas, confirmed the unprecedented 29-million-share transaction. Notably, the market absorbed the massive sale with minimal price disruption to IBIT. This sale occurs amid a broader trend of significant outflows from US spot Bitcoin ETFs. Recent weeks have seen over $2.5 billion in net outflows, with IBIT itself accounting for $1.008 billion in outflows during the May 18–22 period. Analysts suggest the sustained selling pressure, despite the market's resilience, may indicate institutional skittishness in a rising inflation and interest rate environment. At the time of reporting, Bitcoin was trading around $75,730.

bitcoinistHá 1h

Mystery Bitcoin Whale Dumps $1.3B In BlackRock’s IBIT As Market Barely Blinks

bitcoinistHá 1h

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.

marsbitHá 3h

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

marsbitHá 3h

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.

marsbitHá 4h

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

marsbitHá 4h

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.

marsbitHá 4h

Who Will Make Money in the Age of Agents?

marsbitHá 4h

Trading

Spot
Futuros

Artigos em Destaque

Como comprar SHIB

Bem-vindo à HTX.com!Tornámos a compra de SHIBA INU (SHIB) simples e conveniente.Segue o nosso guia passo a passo para iniciar a tua jornada no mundo das criptos.Passo 1: cria a tua conta HTXUtiliza o teu e-mail ou número de telefone para te inscreveres numa conta gratuita na HTX.Desfruta de um processo de inscrição sem complicações e desbloqueia todas as funcionalidades.Obter a minha contaPasso 2: vai para Comprar Cripto e escolhe o teu método de pagamentoCartão de crédito/débito: usa o teu visa ou mastercard para comprar SHIBA INU (SHIB) instantaneamente.Saldo: usa os fundos da tua conta HTX para transacionar sem problemas.Terceiros: adicionamos métodos de pagamento populares, como Google Pay e Apple Pay, para aumentar a conveniência.P2P: transaciona diretamente com outros utilizadores na HTX.Mercado de balcão (OTC): oferecemos serviços personalizados e taxas de câmbio competitivas para os traders.Passo 3: armazena teu SHIBA INU (SHIB)Depois de comprar o teu SHIBA INU (SHIB), armazena-o na tua conta HTX.Alternativamente, podes enviá-lo para outro lugar através de transferência blockchain ou usá-lo para transacionar outras criptomoedas.Passo 4: transaciona SHIBA INU (SHIB)Transaciona facilmente SHIBA INU (SHIB) no mercado à vista da HTX.Acede simplesmente à tua conta, seleciona o teu par de trading, executa as tuas transações e monitoriza em tempo real.Oferecemos uma experiência de fácil utilização tanto para principiantes como para traders experientes.

514 Visualizações TotaisPublicado em {updateTime}Atualizado em 2025.03.21

Como comprar SHIB

Discussões

Bem-vindo à Comunidade HTX. Aqui, pode manter-se informado sobre os mais recentes desenvolvimentos da plataforma e obter acesso a análises profissionais de mercado. As opiniões dos utilizadores sobre o preço de SHIB (SHIB) são apresentadas abaixo.

活动图片

Categorias popularesright-arrow

Etiquetas Popularesright-arrow