Another Big Scandal in the Crypto World? AI Doomsday Theory... What Are KOLs Talking About?

比推Publicado em 2026-02-24Última atualização em 2026-02-24

Resumo

Based on the provided content, here is an English summary: The article discusses trending topics among crypto KOLs on social media platform X. The main points include: 1. **Crypto "Strict Father" Action:** Speculation about an imminent major regulatory crackdown on insider trading, with a list of targets allegedly locked in and set to be revealed on the 26th. Multiple embedded images suggest this is a major point of discussion. 2. **Bit Mining Company Sells Bitcoin:** The mining company Bitdeer, with a market cap of $1.9 billion, has drawn controversy for selling off its entire Bitcoin holdings. 3. **AI and Financial Crisis Debate:** A significant online debate questions whether AI will trigger a financial crisis by 2028. The discussion includes concerns about AI's current unreliability for critical tasks, its high cost compared to human labor, and its potential to cause massive unemployment and economic disruption. Opinions vary on the likelihood of an extreme crisis versus a scenario of long-term economic stagnation and inequality. Links are provided to read the full discussions. 4. **Private Equity Mogul Comments on Justin Sun:** Well-known Chinese private equity investor Dan Bin made comments about Tron founder Justin Sun. Replies to this note Sun's controversial reputation but acknowledge the foresight of his past investment ideas, and praise Dan Bin for adapting to new market trends like AI. The article is a roundup of community discussions and explicitly states ...

Dear readers, Wishing you great success as you start work~

What have the KOLs in the crypto circle been talking about in the past 24 hours?

Note: The following content is compiled from the X platform and represents personal opinions. It does not represent the stance of this platform and should not be considered investment advice.

Crypto "Strict Father" is about to take action: Insider trading list locked in, to be revealed on the 26th!

Mining company Bitdeer with a market cap of $1.9 billion liquidates Bitcoin, sparking controversy

Hot topic overseas: Will AI trigger a financial crisis in 2028?

Click to read the full article:

https://www.bitpush.news/articles/7613842;

<极>https://www.bitpush.news/articles/7613859


Popular replies:

The first point about SaaS dying by mid-2026 is unreliable. Currently, AI accuracy is only 95% to 99%, and this is an inherent characteristic of GenAI. Which company is willing to bear this inaccuracy in mission-critical business? Would you dare use software generated by Vibe Code for tax filing? Would you dare use software generated by Vibe Code for building construction?;

For now, humans are cheaper than tokens. Try running a few tasks with lobsters; even simple ones like checking flight tickets are more expensive than humans;

First inflation, then deflation, but there is still a long period in between, depending on when AI productivity is realized and the race of capital expenditure;

AI will definitely bring huge unemployment and distribution crises, and may even trigger a severe recession. However, the most extreme scenario of an "unprecedented financial crisis + a sharp drop in US stocks" has a low probability of occurring in 2028 (20–30%?). What is more likely is "Japan-style long-term stagnation + class solidification + coexistence of inflation and asset bubbles;";

Since AI can raise a large amount of money just by telling a story, why don't these people switch to the AI industry?;

Private equity big shot Dan Bin comments on Brother Sun

Popular replies:

You can doubt Brother Sun's character, but you can't doubt the foresight of his investment philosophy. I remember listening to Brother Sun's podcast on喜马拉雅 in 2018, and many of the things he talked about have now come true;

Dan Bin is quite famous. His shift to investing in AI shows that he is also keeping up with new market trends;

Learning from the younger generation, I admire Dan Bin's breadth of vision and open-mindedness;


Twitter:https://twitter.com/BitpushNewsCN

Bitpush TG discussion group:https://t.me/BitPushCommunity

Bitpush TG subscription: https://t.me/bitpush

Original article link:https://www.bitpush.news/articles/7613895

Perguntas relacionadas

QWhat major cryptocurrency mining company sold off all its Bitcoin holdings, causing controversy?

ABitdeer, a mining company with a market capitalization of $1.9 billion, sold off all its Bitcoin holdings, sparking debate.

QAccording to the article, what potential global crisis is AI predicted to trigger by 2028?

AAI is predicted to potentially trigger an unprecedented financial crisis and a stock market crash by 2028, according to discussions among KOLs.

QWhat is the date mentioned for the revelation of a list related to insider trading in the crypto circle?

AThe list related to insider trading is scheduled to be unveiled on the 26th.

QWhich well-known private equity investor commented on 'Brother Sun' (Sun Yuchen) in the article?

ADan Bin, a prominent private equity investor, commented on 'Brother Sun' (Sun Yuchen).

QWhat is a key criticism mentioned in the popular replies regarding the current use of Generative AI (GenAI) in business?

AA key criticism is that GenAI's current accuracy is only 95-99%, and this inherent unreliability makes companies unwilling to use it for mission-critical tasks, as people are currently cheaper than AI tokens for many operations.

Leituras Relacionadas

Has Hook Summer Truly Arrived? sato, Lo0p, FLOOD Ignite the New Uniswap v4 Narrative

With the broader market showing signs of recovery, a new wave of interest has emerged around Ethereum-based meme coins. Following ASTEROID, tokens like sato, sat1, Lo0p, and FLOOD, built upon the Uniswap v4 Hook protocol, are capturing market attention. Their market capitalizations range from millions to tens of millions of dollars, injecting much-needed focused liquidity into a market lacking narratives. This article explores whether this trend signifies an incoming "Hook Summer" and its potential impact on UNI's price. Hooks are essentially plug-in smart contracts for Uniswap v4 liquidity pools, allowing developers to inject custom logic at key points in a pool's lifecycle (like initialization, adding/removing liquidity, swaps). This transforms the AMM into programmable building blocks. Key highlighted projects include: * **sato**: Peaked over $38M market cap. It utilizes a v4 curve for minting/burning; buying locks ETH as reserve to mint new tokens, while selling redeems ETH from the reserve and burns tokens. * **sat1**: Market cap briefly exceeded $10M, promoted as an "optimized sato," but later declined significantly. * **Lo0p**: Reached nearly $6.6M. It's a lending AMM protocol where buying LO0P tokens locks them as collateral, allowing users to borrow ETH from the pool reserve at 40% LTV, aiming to improve capital efficiency for idle ETH in LPs. * **FLOOD**: Peaked near $6M. Its mechanism directs asset reserves from buys into Aave v3 to generate yield, with fees and interest retained in the pool to potentially influence the token's price long-term. In the long term, the development of the Hook ecosystem can attract users and liquidity to Uniswap v4, benefiting UNI's fundamentals—especially combined with the recent activation of the protocol fee switch, where a portion of fees is used to burn UNI. However, in the short term, these Hook-based tokens are unlikely to directly drive significant UNI price appreciation. Their impact is moderated by factors like token sustainability, price volatility, and broader market and regulatory conditions. Currently, Uniswap v4's TVL ($595M) still trails behind v2 and v3, indicating adoption and growth will take time. The article concludes that while the Hook ecosystem provides long-term "nourishment" for UNI, its short-term role is more of a "catalyst" than a "booster." Readers are cautioned that these are early-stage experimental tokens and may carry unknown risks.

Odaily星球日报Há 6m

Has Hook Summer Truly Arrived? sato, Lo0p, FLOOD Ignite the New Uniswap v4 Narrative

Odaily星球日报Há 6m

Interview with Michael Saylor: I Did Say I Would Sell Bitcoin, But Never a Net Sale

Interview with Michael Saylor: I Said We'd Sell Bitcoin, But Never Be a Net Seller In a recent podcast, MicroStrategy Executive Chairman Michael Saylor clarified the company's stance on potentially selling Bitcoin. Following MicroStrategy's earnings call statement about being prepared to sell BTC to fund dividends for its STRC (Strategic) credit product, Saylor emphasized the distinction between selling and being a "net seller." Saylor explained the core business model: MicroStrategy sells credit instruments like STRC and uses the proceeds to buy Bitcoin, which is viewed as "digital capital" expected to appreciate around 30-40% annually. A portion of these capital gains can then be used to pay the dividends on the credit products. He stressed that even if the company sells some Bitcoin for dividends, it simultaneously buys much more with new credit issuance. For example, after raising $3.2 billion from STRC sales in April, the dividend obligation was only $80-90 million, making the company a net buyer. The clarification aims to counter market narratives questioning the value of Bitcoin on MicroStrategy's balance sheet if it were never sold, and to dismiss claims of a "Ponzi scheme." Saylor reiterated his personal philosophy for investors: "Don't be a net seller of bitcoin" and ensure your Bitcoin holdings increase each year. Saylor also discussed Bitcoin's role as the foundation for "digital credit," noting that STRC has become the largest and most liquid preferred stock issue in the U.S., offering high risk-adjusted returns (Sharpe ratio). He highlighted Bitcoin's deep liquidity, stating that even large purchases by MicroStrategy do not move the market significantly, which is driven by macro factors, geopolitical tensions, and capital flows from ETFs and credit products. Finally, Saylor reflected on his early inspiration from sci-fi books, which motivated his path to MIT, and maintained his fundamental thesis on Bitcoin remains unchanged: it is superior digital capital enabling superior digital credit.

链捕手Há 10m

Interview with Michael Saylor: I Did Say I Would Sell Bitcoin, But Never a Net Sale

链捕手Há 10m

Beaten SK Hynix Employees in China: Year-end Bonus Less Than 5% of Korean Staff's

"SK Hynix Chinese Staff Hit Hard: Bonuses Less Than 5% of Korean Counterparts" Driven by the AI boom, South Korea's SK Hynix is experiencing record performance, with media reports predicting massive year-end bonuses for its employees, making them highly desirable in the matchmaking market. However, this prosperity starkly contrasts with the situation for the company's Chinese employees. According to reports, SK Hynix operates under a rule allocating 10% of operating profit for employee bonuses. While projections suggest Korean employees could receive bonuses reaching millions of RMB, a Chinese employee with over a decade of technical experience revealed the disparity: "If they get 3 million, Chinese staff get less than 5% of that." After adjustments based on KPI ratings, this employee's highest bonus was slightly over 100,000 RMB. Bonuses are paid annually in Korea but semi-annually in China. During the industry downturn in 2023-2024, Chinese employees received no bonus at all. The gap extends beyond bonuses. Recruitment posts for SK Hynix's Chinese factories (in Wuxi, Dalian, Chongqing) show engineer monthly salaries ranging from 10,000 to 35,000 RMB, with a 13th-month salary promised. Chinese employees also receive standard benefits like annual leave but lack stock incentives, which are reportedly unavailable to them. Furthermore, management positions in China are predominantly held by Korean personnel, though industry observers note a gradual increase in local middle managers over time. SK Hynix has confirmed the 10% bonus rule but cautioned that specific future bonus amounts remain unpredictable. The company forecasts strong demand for HBM and other high-value enterprise products for the next 2-3 years, driven by AI infrastructure investment. This focus on business-to-business markets may continue to constrain supply for consumer products, potentially prolonging price increases for components like memory.

链捕手Há 23m

Beaten SK Hynix Employees in China: Year-end Bonus Less Than 5% of Korean Staff's

链捕手Há 23m

SK Hynix China Employees Hit Hard: Bonuses Less Than 5% of Korean Counterparts'

"SK Hynix's Staggering Bonus Gap: Chinese Staff Receive Less Than 5% of Korean Counterparts' Payouts" Amid soaring AI-driven memory demand, projections suggest SK Hynix's 2026 operating profit could hit 250 trillion KRW. Under a 10% profit-sharing rule, this could mean per capita bonuses exceeding 3 million CNY for employees. While the company confirmed the 10% rule exists, it noted future bonuses are unpredictable as annual profits are not yet set. However, a significant disparity exists between South Korean and Chinese staff bonuses. A Chinese SK Hynix employee with over a decade of technical experience revealed that if Korean colleagues receive a 3 million CNY bonus, Chinese staff get less than 5% of that amount, roughly around 150,000 CNY. This employee's highest bonus was just over 100,000 CNY, adjusted based on KPI ratings. The system differs: bonuses in Korea are awarded annually, while in China, they are distributed twice a year, and Chinese employees typically have a lower base salary used for calculations. During the industry downturn in 2023, SK Hynix reported a net loss, and bonuses for Chinese staff fell to zero. Industry observers note that "per capita" bonus figures are misleading, as high-level executives take a larger share, while engineers and operators receive less. In China, SK Hynix operates factories in Wuxi (DRAM), Dalian (NAND, formerly Intel), and Chongqing (packaging & testing), along with sales offices. Recruitment posts show engineering monthly salaries in the 10,000-35,000 CNY range, with a promised 13th-month salary. Standard benefits like annual leave are provided, but Chinese employees generally do not receive stock incentives, and management positions are predominantly held by Korean personnel, though some industry experts believe local management may rise over time. Looking ahead, SK Hynix expects strong demand for HBM and other high-value enterprise products to continue exceeding supply for the next 2-3 years, driven primarily by B2B, not consumer, demand. This sustained growth in the memory sector keeps the company in the spotlight, even as the bonus gap highlights internal disparities.

marsbitHá 44m

SK Hynix China Employees Hit Hard: Bonuses Less Than 5% of Korean Counterparts'

marsbitHá 44m

Trading

Spot
Futuros
活动图片