2026-08-02 Domingo

Notícias de cripto - Página 111

Mantenha-se a par do mercado de cripto. Notícias em tempo real, análises, preços, histórias em alta e análise de especialistas — tudo num só lugar.

The 'Big Short' Burry: Now is an Excellent Time to Bottom-Fish in Hong Kong Stocks

The article discusses growing optimism towards Hong Kong stocks, led by prominent investor Michael Burry of "The Big Short" fame. Burry recently stated it is an "excellent time" to find cheap stocks in the Hong Kong market. His bullish view is based on the prediction that as the global AI chip stock frenzy cools, capital will flow out of markets like South Korea and Japan and seek undervalued opportunities, positioning Hong Kong as a potential beneficiary. Supporting this view, Goldman Sachs' Asia equity capital markets head, Wang Yajun, argues the Hong Kong market has already entered the AI era, but major indices have not yet reflected this reality. He points to active AI-related IPOs and transactions as evidence of underlying market vitality, contrasting with the weak performance of key indices like the Hang Seng. Data highlights Hong Kong's underperformance: the Hang Seng Index is down about 7% year-to-date, while markets in South Korea and Japan and semiconductor ETFs have seen significant gains. This disparity is seen by Burry and others as creating a valuation gap and a potential buying opportunity. The article notes Burry has acted on his view by increasing holdings in Chinese e-commerce firm JD.com. Morgan Stanley has also recently advocated buying Hong Kong stocks, citing positive corporate earnings expectations. However, challenges remain, including persistent concerns over Chinese consumer spending and e-commerce profitability, which continue to weigh on the market. The divergence between weak index performance and strong activity in specific sectors like AI presents both opportunity and complexity for investors looking to capitalize on Hong Kong's potential turnaround.

marsbit07/17 09:02

The 'Big Short' Burry: Now is an Excellent Time to Bottom-Fish in Hong Kong Stocks

marsbit07/17 09:02

The Big Short's Burry: Now is the Perfect Time to Bottom-Fish in Hong Kong Stocks

Michael Burry, the investor famous for predicting the 2008 financial crisis, recently stated on X that now is an "excellent time" to look for cheap stocks in the Hong Kong market. His bullish view is based on the expectation that the global AI chip stock frenzy will cool, leading funds to flow out of Korea, Japan, and semiconductor ETFs and into undervalued areas like Hong Kong. He has already acted by increasing his stake in JD.com. Hong Kong stocks have significantly underperformed global peers this year, with the Hang Seng Index down about 7% and the Hang Seng Tech Index falling over 15%. This contrasts sharply with major gains in Korean, Japanese, and semiconductor markets. Burry sees this disparity as creating a bargain-hunting opportunity. Adding another perspective, Goldman Sachs' Asia equity capital markets head, Wang Yajun, argues that while the Hong Kong market has already entered the AI era with active related IPOs and trading, its major indices have not yet reflected this reality due to structural lag. He expects record equity fundraising this year, driven by more AI company listings. Morgan Stanley has also recently advocated buying Hong Kong stocks, citing optimistic corporate earnings prospects. However, challenges remain, including concerns over China's consumer recovery and e-commerce profitability. The key for investors is navigating the overall index pressure while identifying specific structural opportunities highlighted by these bullish narratives.

链捕手07/17 08:57

The Big Short's Burry: Now is the Perfect Time to Bottom-Fish in Hong Kong Stocks

链捕手07/17 08:57

Xi Jinping Attends Opening Ceremony of World Artificial Intelligence Conference 2026 and High-Level Meeting on Global AI Governance, Delivers Keynote Speech

On July 17, 2026, Chinese President Xi Jinping delivered a keynote speech titled "Working Together to Build a Fair and Equitable Global Governance System on Artificial Intelligence" at the opening ceremony of the 2026 World Artificial Intelligence Conference and High-level Conference on Global AI Governance in Shanghai. President Xi pointed out that the rapid development of AI, alongside the accelerated global changes, presents both significant opportunities and governance challenges. He raised critical questions for humanity regarding human-machine coexistence, safety, ethics, and bridging divides. China advocates for a people-oriented, benevolent approach to AI, making it a force for common prosperity and security, and jointly building a fair and reasonable global AI governance system. Xi Jinping put forward a four-point proposal: 1. **Uphold Openness for Win-Win Cooperation and Drive Innovation:** Seize the historic opportunity by encouraging open-source collaboration and sharing to foster AI innovation, industry growth, and application, empowering all sectors. 2. **Enhance Risk Awareness and Ensure Security and Controllability:** Attach great importance to AI's inherent and derivative risks. Build systems for laws, technical monitoring, risk warning, and emergency response to safeguard security, prevent misuse, and ensure human control. Oppose the practice of politicizing national security in AI. 3. **Encourage Inclusiveness and Promote Cultural Exchange:** Shape AI's values with humanity's common values. Use AI to enhance understanding and tolerance between civilizations, fostering a garden of diverse cultures. 4. **Advocate Solidarity and Improve Global Governance:** Practice true multilateralism, leverage the UN's role, and strengthen coordination on AI development strategies, governance rules, and technical standards to form a widely accepted global governance framework. Assist Global South countries in capacity building to bridge the digital divide and avoid new historical inequities. Xi highlighted that as a responsible major country, China, in its 15th Five-Year Plan period, is committed to being a provider of international public goods in AI, contributing Chinese solutions. China has promoted an "AI Plus" initiative, with its core intelligent economy exceeding RMB 10 trillion. To support global AI development, China will provide 5,000 AI training opportunities for developing countries, establish international AI application cooperation centers with regional organizations, and deploy its "Mazu" meteorological AI warning system in 30 countries. The establishment of the World Artificial Intelligence Cooperation Organization in Shanghai marks a significant milestone. Leaders from Kazakhstan, Cambodia, Thailand, and the UN Secretary-General delivered speeches, commending China's contributions to global AI governance and echoing President Xi's proposals. They agreed that AI's opportunities and challenges are borderless, requiring cooperative, inclusive, and equitable international efforts to ensure a secure, prosperous future that leaves no country behind. The conference issued a Chair's Statement. President Xi and his wife hosted a welcome banquet for international dignitaries on July 16. Senior Chinese officials attended the events.

链捕手07/17 08:54

Xi Jinping Attends Opening Ceremony of World Artificial Intelligence Conference 2026 and High-Level Meeting on Global AI Governance, Delivers Keynote Speech

链捕手07/17 08:54

Who Is Shaping Ethereum's Future: The Takeover by Token-Holding Companies Could Be the Best Thing for ETH in Years

**Title: Who is Building Ethereum's Future? Corporate ETH Holders Take Over Funding, Possibly the Best Thing for ETH in Years.** **Summary:** The Ethereum Foundation is scaling back due to fiscal concerns, but publicly traded companies holding large amounts of ETH, like Bitmine and SharpLink, are stepping in to fund protocol development. These firms collectively hold nearly 5% of ETH's circulating supply and are using their staking yields to pay for R&D. Unlike MicroStrategy, which merely accumulates Bitcoin, these ETH treasury companies are reinvesting profits directly into the protocol's development—potentially allowing all ETH holders to benefit from this free "spillover." Key drivers for this shift include these companies' stalled business model. Their "flywheel" of issuing stock to buy more ETH broke as their stock prices fell below the net value of their crypto holdings (mNAV < 1). With their ETH holdings also deeply underwater, simply waiting for price appreciation failed. By funding Ethereum's roadmap—through new non-profits like ETH Labs and Ethereum Institutional—they aim to increase the utility and value of the underlying asset that dominates their balance sheets. This creates a new alignment of interests: these companies are highly incentivized to see Ethereum succeed and are less likely to sell en masse. However, risks remain. The exact funding amounts are undisclosed, and these treasury firms themselves are vulnerable if ETH prices fall further, which could halt their contributions. **Additional Context:** The article also contrasts Jito's new "token-centric" proposal (JIP-38), which credibly directs platform fees to token buybacks, with Venice's less concrete promises, highlighting the importance of where revenue legally lands and who controls the mechanisms. Other notable industry updates include the rise of TradFi perpetuals on Hyperliquid, new Bitcoin staking via Stacks, and various DeFi product launches.

marsbit07/17 07:48

Who Is Shaping Ethereum's Future: The Takeover by Token-Holding Companies Could Be the Best Thing for ETH in Years

marsbit07/17 07:48

Visa Takes Another Step Upstream in the Stablecoin Industry

Visa has launched the Visa Stablecoin Platform (VSP), a comprehensive enterprise platform enabling banks and fintechs to handle stablecoins directly within Visa's existing payments and treasury workflows, covering approximately 15,000 financial institutions and over 200 million merchants. The platform launches with the new OUSD stablecoin and also supports USDC and USDG, providing integrated wallet infrastructure, controls, and workflows for various institutional use cases. This move marks Visa's strategic progression within the stablecoin ecosystem. It began as a user, piloting USDC for settlement in 2021, later evolving into a distributor through cards like Bridge and empowering banks with its VTAP platform. VSP consolidates these capabilities into a unified hub, positioning Visa as the central entry point for its stablecoin services rather than an issuer. Crucially, Visa is opting not to issue its own stablecoin, a move that would create conflicts with partners like Circle and Paxos and entail significant regulatory burdens. Instead, Visa leverages its neutral network role. The choice of OUSD—a zero-fee, alliance-managed stablecoin—allows Visa to benefit from the issuance layer economically without becoming a direct competitor. This strategy aims to make Visa's network the default infrastructure layer in the stablecoin era, avoiding the need to mint its own coin.

Foresight News07/17 07:46

Visa Takes Another Step Upstream in the Stablecoin Industry

Foresight News07/17 07:46

Opening Claude's Brain Is Useless; The True Key to the AI Black Box Lies in Ontology Engineering

"Dissecting Claude's Brain Is Futile: The Real Key to the AI Black Box Lies in Ontology Engineering" This article critiques the limitations of Anthropic's "J-Space" research, which attempts to explain AI models by observing their internal neural activation patterns, akin to fMRI brain scans. While this "internalist" approach offers unprecedented visibility into model states, it fundamentally conflates observability with true explainability. The core issue is that understanding a model's output requires more than tracing neural activity; it necessitates examining the meaning of the information it processes—its relationship to the world, semantic norms, and human cognitive frameworks. The author proposes a paradigm shift: moving from a neuroscience-inspired focus on the model itself to an "information ontology" approach centered on the knowledge the model handles. Drawing from Kant's philosophical categories, the argument posits that true explainability lies in structuring and understanding information within a formal conceptual framework, not in peering into the "black box." The practical application of this theory is ontology engineering. Ontologies provide a structured, computable framework for knowledge, serving as a semantic anchor for model outputs. The article details a bidirectional synergy: Large Language Models (LLMs) can automate and scale ontology construction, while ontologies, in turn, enhance AI explainability. They act as a verification framework, allowing model reasoning to be traced back to defined concepts, properties, and relationships. This transforms explainability from the impossible task of making neural networks transparent into the achievable engineering goal of making their outputs and impacts understandable, traceable, and accountable. The future of AI explainability, therefore, lies not in explaining the model's internal mechanics but in explaining and governing the knowledge structures and real-world effects of its outputs.

marsbit07/17 07:39

Opening Claude's Brain Is Useless; The True Key to the AI Black Box Lies in Ontology Engineering

marsbit07/17 07:39

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