2026-07-28 Terça

Notícias de cripto - Página 22

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.

Shing-Tung Yau Invites Wang Hong and Deng Yu to Teach Back Home, After 20 Years of Rivalry, Tsinghua and Peking University Realize the Opponent Isn't Each Other

On July 23, the Fields Medal, the highest global mathematics award, was awarded to two Chinese mathematicians, Wang Hong and Deng Yu, both undergraduate classmates from Peking University's class of 2007. This marks the first time mathematicians who completed their undergraduate studies in mainland China have won the prize, with two laureates in the same year. Following the announcement, renowned mathematician Shing-Tung Yau publicly invited Wang and Deng to return to China to teach at Tsinghua University's Qiuzhen College. This invitation is the latest episode in a decades-long rivalry between Tsinghua and Peking University (PKU) for supremacy in Chinese mathematics. The competition traces back to a 1952 national university restructuring that transferred Tsinghua's entire mathematics department to PKU, leaving Tsinghua without a math program for nearly 30 years until its reinstatement in 1979. The rivalry intensified in 2005 with a public falling-out between Yau and his former student, PKU professor Gang Tian. Subsequently, Yau shifted his efforts to building Tsinghua's mathematics program from the ground up. He established the Yau Mathematical Sciences Center in 2009 and founded the Qiuzhen College in 2021, implementing an elite, accelerated "Math Leadership Program" to recruit prodigies as young as middle school students. The competition spans multiple fronts: recruiting top junior high and high school students from math olympiads, luring renowned scholars from overseas, and securing research funding. A new and fierce battleground has emerged in AI and mathematical reasoning. Both universities are heavily investing in AI research to enhance large language models' mathematical capabilities, with Tsinghua collaborating on projects like the STARE algorithm and PKU developing specialized models for geometry. Despite the intense competition, this rivalry has arguably elevated China's overall standing in mathematics. Chinese mathematicians now frequently publish in top journals and win major international awards. At the recent 17th Yau College Students Mathematics Contests, PKU students swept the top individual awards. Yau, presenting the awards, emphasized the need for inter-university collaboration to advance Chinese mathematics. The landscape is now shifting with the rise of AI in mathematical research. As AI begins to generate proofs at an unprecedented rate, the traditional metrics of competition between institutions may become less relevant. The future for mathematicians, as noted by Terence Tao, is navigating an era of "proof surplus" driven by AI, presenting a new common challenge that transcends university rivalries.

marsbit07/24 07:28

Shing-Tung Yau Invites Wang Hong and Deng Yu to Teach Back Home, After 20 Years of Rivalry, Tsinghua and Peking University Realize the Opponent Isn't Each Other

marsbit07/24 07:28

UBS Interpretation: Public Funds' Tech Holdings Hit Record High, Electronics Becomes Core Increase in Q2

According to UBS's latest China equity strategy report, in Q2 2026, mutual funds' allocations to A-share "hard tech" reached a historical high. The electronics and telecommunications sectors, along with the STAR and ChiNext boards, were the primary focus of increased holdings. The standout figure is the mutual fund allocation to the major technology sector (encompassing electronics, telecom, computers, and defense), which rose to 57.3%, with an overweight position of 18.5%—both setting new records. UBS calculations show the electronics sector alone saw a 20.2 percentage point increase in allocation for the quarter, making it the strongest area of buying. Telecom and machinery allocations also rose. This trend was reinforced by foreign capital inflows. Estimates from major securities firms indicate northbound capital turned to a net inflow of over 2.1 trillion yuan in Q2, a sharp reversal from Q1 outflows. According to UBS's sector classification, industrials and IT were the main destinations for these inflows. The shift wasn't broad-based but concentrated in specific tech areas. Concurrently, holdings in traditional sectors like consumer staples and certain cyclicals declined. The allocation to the STAR and ChiNext boards also hit record highs, indicating a broader exposure to high-growth tech assets beyond just leading industries. Furthermore, the expansion of actively managed technology-themed funds—now constituting 27.5% of total active mutual fund AUM—suggests this is a structural shift in fund focus, not merely short-term portfolio rotation. While this concentration of institutional capital can provide valuation support and liquidity for the hard tech sector, the report cautions that historically high positioning also increases susceptibility to short-term volatility, profit-taking, and external market shocks. The sustainability of the trend will depend on the concurrent realization of upward earnings revisions, stabilization of leverage, and continued foreign capital inflows, all against a backdrop of supportive policies for AI, semiconductors, and advanced manufacturing.

marsbit07/24 07:20

UBS Interpretation: Public Funds' Tech Holdings Hit Record High, Electronics Becomes Core Increase in Q2

marsbit07/24 07:20

AFX Bizarre Theft Case: Audit Report Full of Holes, Suspected Parent Company is Crypto Exchange Phemex

The decentralized perpetual exchange AFX suffered a hack on its cross-chain bridge, resulting in the theft of over $24 million, effectively draining the protocol's TVL. Following the incident, scrutiny fell on a security audit report released in early June by firm Zellic. The report itself raised significant red flags, stating it only covered part of the bridge's components, lacked testing of critical security paths, and was conducted without access to a live or local environment for proper validation. Prominent figures, including MetaMask's Taylor Monahan, criticized the report as alarming, noting numerous confirmed issues were left unaddressed and suggesting the team exhibited negligent security practices, potentially with a single point of control. Further investigation reveals strong ties between AFX and the centralized exchange Phemex. Key evidence includes a core AFX team member's previous role as Phemex's Head of Listing, overlapping social connections, Phemex's now-deleted blog posts actively promoting AFX, and nearly identical brand aesthetics. Notably, Phemex itself experienced a major $70+ million hack in January 2025, attributed at the time to North Korean hackers. The close association between the two entities, coupled with AFX's deeply flawed audit and subsequent major breach, raises serious questions about security standards and potential internal risks, leaving the true nature of the incident—whether another external attack or an internal scheme—unclear.

链捕手07/24 07:14

AFX Bizarre Theft Case: Audit Report Full of Holes, Suspected Parent Company is Crypto Exchange Phemex

链捕手07/24 07:14

Five Historic Indicators Simultaneously Flash Signals: Bitcoin Bear Market Bottoms Out

Title: "Five Major Historical Indicators Simultaneously Flash, Bitcoin Bear Market Hits Bottom" Bitcoin is currently down 50% from its all-time high, with the bear market persisting over 40 weeks. A set of long-term cyclical indicators suggests the market may be at or nearing a price and time-cycle low point. Key Indicators: 1. Nasdaq/BTC Relative Strength: The 14-week moving average of the Nasdaq 100/BTC ratio's RSI has reached a historically unprecedented overbought level of 72.6, indicating Bitcoin is extremely oversold relative to equities. Historically, such extremes have preceded major cycle lows and strong outperformance by Bitcoin over the next 1-3 years. 2. Long-Term Expected Returns: Past instances of extreme Nasdaq/BTC RSI readings have been followed by asymmetric positive returns for Bitcoin over a 1-3 year horizon, though the magnitude of gains has diminished each cycle. 3. Gold/BTC Relative Strength: A similar RSI indicator for the Gold/BTC ratio also hit a record high in February 2026, another signal aligning with historical cycle lows for Bitcoin. 4. Bitcoin Realized Price: The on-chain realized price (average cost basis) is currently $53,000, 18% above the spot price. Historically, Bitcoin's spot price has spent only 12% of its time below this level, and every past bear market bottom has occurred below the realized price. 5. Cycle Clock: Previous cycles saw price lows form around 60 weeks after the all-time high. The current cycle is at week 40. If this pattern holds, a low point could form around late November 2026. Conclusion: The convergence of these rare, extreme signals points to Bitcoin being at or very near a long-term cyclical bottom, likely forming before the end of 2026. This period may present a highly attractive opportunity for long-term accumulation, with an asymmetric return profile favoring significant upside over the next 1-3 years, despite noted risks like diminishing marginal returns, small sample size, and potential structural market changes.

marsbit07/24 07:13

Five Historic Indicators Simultaneously Flash Signals: Bitcoin Bear Market Bottoms Out

marsbit07/24 07:13

Intel Data Center Revenue Soars 59%, CEO Chan: CPU Demand 'Taking Off', Supply Can't Keep Up

Intel Reports Strong Q2 2026 Results, Led by Surging Data Center Revenue Intel demonstrated a robust recovery, posting second-quarter revenue of $16.1 billion, a 25% year-over-year increase—its highest growth rate since 2011. On a non-GAAP basis, net income was $2.2 billion, with earnings per share of $0.42, far exceeding analyst expectations. A key highlight was the performance of the Data Center and AI (DCAI) business, where revenue soared 59% to $6.3 billion, significantly outperforming overall company growth. CEO Patrick Gelsinger noted that "CPU demand is taking off" in the data center segment, with demand outpacing the company's growing supply capacity. This supply-demand dynamic has granted Intel renewed pricing power, with server CPU prices in China reportedly rising over 40% since the start of 2026. The company has secured ten long-term supply agreements with customers. The Client Computing Group (CCG), which includes PC chips, saw revenue grow 13% to $8.9 billion. Intel Foundry revenue grew 31% to $5.8 billion and achieved a milestone by signing its first named external customer, cybersecurity firm Fortinet. The company reported strong progress on its Intel 18A manufacturing process, with yields improving approximately 7% per month. To support future growth, Intel raised its full-year 2026 capital expenditure forecast from $18 billion to $20 billion, including a $5.7 billion investment to expand manufacturing capacity for its Xeon processors. For the third quarter, Intel provided optimistic guidance, projecting revenue between $15.8 billion and $16.8 billion and non-GAAP EPS of approximately $0.38, both above analyst estimates. Following the earnings release, Intel's stock rose about 11% in after-hours trading.

链捕手07/24 07:07

Intel Data Center Revenue Soars 59%, CEO Chan: CPU Demand 'Taking Off', Supply Can't Keep Up

链捕手07/24 07:07

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