# Сопутствующие статьи по теме AI

Новостной центр HTX предлагает последние статьи и углубленный анализ по "AI", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Smart Money Hoards $40 Billion in Cash, Retail Bets $2.6 Trillion on Calls: The Critical Moment of the US Stock Market's AI Narrative

Title: Smart Money Hoards $40 Billion in Cash, Retail Traders Bet $2.6 Trillion on Call Options: The Tipping Point for the AI Narrative in U.S. Stocks The U.S. stock market is experiencing a striking divergence. While the S&P 500 hits new highs, the financial sector is down 6% year-to-date, underperforming more than during the 2008 and COVID crises. In contrast, a record $2.6 trillion in S&P 500 call options traded in a single day, and the Philadelphia Semiconductor Index RSI is at its highest since 1999. This reflects a clear split: "smart money" is retreating while retail traders chase gains. Key data points highlight this critical juncture in the AI-driven rally: 1. SoftBank had to cut its $10 billion loan target against its OpenAI stake to $6 billion, as lenders questioned the valuation of the private AI giant, signaling primary market skepticism. 2. The explosive $2.6 trillion daily options volume, with 60% being calls, is described by a Goldman Sachs partner as a "semi-irrational chase," drawing parallels to the 1999 tech bubble. 3. The financial sector's severe underperformance relative to the S&P 500 is a classic technical warning signal, indicating potential underlying economic stress. 4. Apollo Global Management, despite strong earnings, is building a $40 billion cash buffer in its insurance business, preparing for what its CEO calls a 30-35% probability of an exogenous shock from geopolitics, inflation, and AI's economic disruption. 5. Consumer behavior mirrors this split: while Whirlpool plunged on a worsening macro outlook for big-ticket items, DoorDash rose on strong demand for small, immediate services. Together, these conflicting signals from primary markets, secondary markets, leading sectors, and top institutions suggest market risk premia have compressed to a precarious level. The current price action may be increasingly reliant on speculative sentiment rather than fundamental support, marking a potential tipping point for the AI investment narrative.

marsbit05/09 07:40

Smart Money Hoards $40 Billion in Cash, Retail Bets $2.6 Trillion on Calls: The Critical Moment of the US Stock Market's AI Narrative

marsbit05/09 07:40

Perspective: The current AI supercycle will last 15 years, but most are still buying stocks in the first FOMO stage

This article outlines a 15-year AI supercycle, segmented into four investment stages. It argues that while most investors are still focused on the first stage, smart money is already moving to the third. **Stage 1: The Foundation (2023-2025) - Priced In** The semiconductor layer (e.g., NVIDIA, AMD) is complete. While growth continues, the historic entry opportunity is over as risk/reward has compressed. **Stage 2: The Build-Out (2025-2027) - In Progress** This phase involves building the necessary physical infrastructure: power/utilities (CEG), cooling (VRT), networking (ANET), and nuclear SMRs (OKLO, SMR). Significant upside remains, but obvious names have already moved. **Stage 3: The Asymmetric Bet (2026-2028) - Positioning Window** AI moves into the physical world. Key areas include robotics/autonomy (Tesla Optimus), space/defense/drones (Rocket Lab, LUNR), and critical materials. This stage presents the best asymmetric risk/reward and is where positioning should occur now. **Stage 4: The Endgame (2028+) - Software Dominance** The mega-cap cloud platforms (Microsoft, Alphabet, Amazon, Meta), with their massive capital expenditure, will build the AI software layer and AGI infrastructure, aiming to win the entire cycle. **Core Conclusion:** The cycle is confirmed in Stage 2. Stage 3 (robotics, space, defense, nuclear SMRs) is where capital is currently rotating for maximum opportunity, while the majority of investors are expected to be 12 months behind this shift.

marsbit05/09 06:37

Perspective: The current AI supercycle will last 15 years, but most are still buying stocks in the first FOMO stage

marsbit05/09 06:37

Standing Tall Through Storms, Gathering in Hong Kong to Ride the Tide | Registration Opens for Conflux Tree-Graph Digital Finance & Ecosystem Development Conference

Every technological wave quietly reshapes the world. From the steam engine to the internet and the digital economy, each has been a growth engine. Today, the convergence of blockchain, AI, and digital finance is accelerating a new transformation. Digital assets are reaching new peaks, global regulatory attitudes are clarifying, and concepts like RWA and stablecoins are scaling into real-world applications. AI Agents are beginning to participate in human production. We stand at a historic juncture where traditional and digital finance are deeply integrating, presenting clear opportunities and tangible challenges. Having operated stably for five years and connected multiple regions globally, Conflux Network continues to serve digital finance and on-chain applications. Hong Kong, as an international financial hub bridging China and the world, is seeing progressive exploration and improved frameworks for Web3 and digital finance. Leveraging Conflux's technical foundation, the Conflux Digital Finance and Ecosystem Development Summit will be held in Hong Kong from May 13 to 15, 2026. This event will foster in-depth dialogue on the future: discussing the evolution of digital financial infrastructure, the compliant implementation of RWA and stablecoins, ecosystem reshaping and on-chain governance in the age of AI Agents, and Web3 security frameworks. It will gather global scholars, entrepreneurs, investors, financial institutions, and industry representatives for cross-disciplinary exchange. On the final day, Conflux will co-host a themed salon with The University of Hong Kong to share these future-oriented discussions with the next generation. As technology moves from "usable" to "scalable," and finance evolves from "digital" to "on-chain and intelligent," industrial restructuring is underway. Whether you are a developer, researcher, entrepreneur, or an explorer curious about digital finance and Web3, we look forward to meeting you in Hong Kong.

marsbit05/09 03:06

Standing Tall Through Storms, Gathering in Hong Kong to Ride the Tide | Registration Opens for Conflux Tree-Graph Digital Finance & Ecosystem Development Conference

marsbit05/09 03:06

Coinbase Q1 Earnings Report: Nearly $4 Billion Loss, Trading Volume Halved. Can AI + RWA Turn Things Around?

Coinbase's Q1 2026 earnings report revealed a net loss of $394 million, largely driven by $482 million in unrealized losses on its crypto asset holdings. Total revenue fell 31% year-over-year to $1.41 billion. Transaction revenue declined 40% to $756 million, reflecting a market-wide slump in crypto trading volumes. Consumer trading was particularly weak, down 48%, though Coinbase's global spot market share rose to a record 8.6%. Key bright spots included institutional trading revenue, which grew 37%, and a surge in derivatives activity following the Deribit acquisition. Subscription and services revenue of $584 million was more resilient, with stablecoin revenue up 11% to $305 million. Adjusted EBITDA remained positive at $303 million. Ahead of earnings, Coinbase announced a 14% workforce reduction (~700 employees) to accelerate its transition to an "AI-native" organizational model. Strategically, the company is pursuing its "Everything Exchange" vision, expanding into derivatives and predictive markets. Its partnership with Circle on USDC remains a core revenue moat, with over 25% of the stablecoin's $80 billion supply held on its platform. The company is actively engaged in shaping stablecoin legislation like the CLARITY Act. Despite significant losses and cyclical pressures, Coinbase is positioning itself as a broader on-chain financial infrastructure provider.

链捕手05/08 16:55

Coinbase Q1 Earnings Report: Nearly $4 Billion Loss, Trading Volume Halved. Can AI + RWA Turn Things Around?

链捕手05/08 16:55

America’s Crypto Future Is Unstoppable, According To Eric Trump

At Consensus Miami 2026, Eric Trump argued that the United States is positioned to lead the global cryptocurrency race. He made a bold prediction that Bitcoin could surpass $1 million and highlighted the pivotal shift of major financial institutions from skepticism to active participation, offering Bitcoin custody and using crypto as loan collateral. The introduction of spot Bitcoin ETFs in 2024 was cited as a key turning point, attracting significant institutional investment. Trump also linked the future of digital currencies to the rise of artificial intelligence, stating that AI systems will necessitate automated, digital payment methods, making crypto essential. On global competition, he was unequivocal, stating that the US is "hell-bent on winning" and crediting clearer US regulations for providing industry direction and building momentum, attracting businesses and investors worldwide.

bitcoinist05/08 16:01

America’s Crypto Future Is Unstoppable, According To Eric Trump

bitcoinist05/08 16:01

Presale Analytics Reveal Ozak AI Is Attracting New Capital at a Rate 3.4× Higher Than Comparable AI Tokens Under $0.05

Ozak AI is demonstrating significant early traction, with its presale attracting new capital at a rate 3.4 times higher than comparable AI tokens priced under $0.05. Having raised over $5 million and sold more than 1.18 billion OZ tokens, the project's current price of $0.014 represents a 1,300% increase from its initial phase. The platform features a multi-layered, AI-driven architecture (Ozak Stream Network) focused on real-time data analytics and actionable insights via customizable Prediction Agents. The $OZ token is central to the ecosystem, used for accessing these AI tools, transaction fees, staking, and governance. Key partnerships, including one with AImstrong for yield optimization and another with Celo for low-cost on-chain payments, aim to enhance its utility. With its presale success, technical infrastructure, and practical use cases, Ozak AI is positioning itself as a notable contender in the low-cost AI token market ahead of its main launch.

TheNewsCrypto05/08 15:58

Presale Analytics Reveal Ozak AI Is Attracting New Capital at a Rate 3.4× Higher Than Comparable AI Tokens Under $0.05

TheNewsCrypto05/08 15:58

Legendary Investor: 'Absolutely No Way' for Walsh to Cut Rates, AI Bull Market Could Last 1-2 More Years

Billionaire hedge fund manager Paul Tudor Jones says incoming Fed Chair Wash is highly unlikely to cut rates and could even consider raising them, citing FOMC pushback and persistent inflation. He remains bullish on the AI-driven stock market rally, comparing it to historical tech revolutions like Microsoft's founding (1981) and the commercialization of the internet (1995). Jones believes this AI bull market is only about 50-60% complete and could continue for another 1-2 years, though he warns the current period resembles the late stages of the 1999 dot-com bubble, setting the stage for a potential sharp correction if valuations become extreme. He also cautions that AI requires eventual government regulation to mitigate long-term risks.

marsbit05/08 15:44

Legendary Investor: 'Absolutely No Way' for Walsh to Cut Rates, AI Bull Market Could Last 1-2 More Years

marsbit05/08 15:44

Eight-Year Industry Retrospective: The Crypto Revolution Has Already Occurred, Just Not as Envisioned

Eight Years in Crypto: A Different Revolution Unfolds After eight years across four crypto companies, my initial vision of decentralized apps and currencies replacing traditional systems largely failed to materialize. Instead, the industry has forged a distinct, perhaps more significant, path centered on rebuilding the global financial system from the ground up. My journey began in the 2017 ICO frenzy, a bubble reminiscent of the dot-com era, where fundraising outpaced usable technology. The subsequent crash led to a quiet rebuilding phase focused on financial primitives. From the ashes emerged stablecoins and DeFi, which gained explosive traction during the 2020 pandemic and the "DeFi Summer" of yield farming and speculative games. This was followed by the 2021 NFT mania, another cycle of exuberance. The 2022 crash was crypto's "Lehman Moment," triggered by the collapse of Terra's UST, hedge funds like Three Arrows Capital, and ultimately FTX, which misused customer funds. The aftermath saw aggressive U.S. regulatory actions under the SEC, which paradoxically fueled the rise of "legal-safe" memecoins, turning parts of the ecosystem into a massive casino by 2024-2025. A pivotal shift occurred with the 2024 U.S. election. A perceived pro-crypto administration led to key legislation like the GENIUS Act, clear stablecoin rules, and institutional adoption. Stablecoins, now a strategic U.S. priority, process trillions in transaction volume, and asset tokenization is gaining Wall Street traction. Today's reality isn't the cypherpunk dream of replacing fiat but a pragmatic revolution: upgrading the dollar system for the internet age and creating a globally accessible, 24/7 financial infrastructure. The next convergence is with AI, where crypto wallets and stablecoins will enable autonomous AI agents to transact in the global economy. The industry's future lies not in颠覆ing traditional finance but in integrating with it, replacing outdated backend systems with blockchain while maintaining familiar frontends. The goal is a seamless, borderless financial system. While my predictions may prove as flawed as my 2017 article, I remain committed to building within this ongoing transformation.

marsbit05/08 15:27

Eight-Year Industry Retrospective: The Crypto Revolution Has Already Occurred, Just Not as Envisioned

marsbit05/08 15:27

Cloudflare Cuts Over 1,100 Jobs; Earnings Beat Expectations but Stock Plunges 18% After Hours

Cloudflare announced the layoff of over 1,100 employees, representing about 20% of its workforce, on the same day it reported better-than-expected Q1 2026 earnings. While revenue grew 34% to $639.8 million and full-year guidance was raised, the stock plummeted over 18% in after-hours trading, likely due to the layoffs and a slightly weaker Q2 revenue forecast. CEO Matthew Prince framed the massive restructuring as necessary preparation for the "AI agent era," not a cost-cutting measure. He cited a 600% surge in AI usage across the company in three months, with 97% of engineers using AI coding tools. Prince stated that many support roles are no longer needed as AI boosts the productivity of customer-facing and engineering staff, and that job types are changing rapidly. The company expects to incur $140-$150 million in restructuring charges. Laid-off U.S. employees will receive severance pay covering their full salary until the end of 2026, extended healthcare, and accelerated stock vesting. This move comes less than a year after Cloudflare famously announced plans to hire 1,111 interns in 2026. This announcement is part of a broader trend, as companies like Coinbase and PayPal also announced significant layoffs recently, with AI frequently cited as a driving force behind workforce transformations.

marsbit05/08 15:08

Cloudflare Cuts Over 1,100 Jobs; Earnings Beat Expectations but Stock Plunges 18% After Hours

marsbit05/08 15:08

a16z: Will AI Really Bring an Employment Apocalypse?

This article challenges the widespread fear that AI will lead to mass unemployment, framing it as a modern version of the "lump of labor fallacy"—the mistaken belief that the total amount of work in society is fixed. The author argues that history shows transformative technologies like tractors, electricity, and spreadsheets didn't destroy jobs overall; instead, they eliminated specific tasks while creating entirely new industries and occupations (e.g., shifting from agriculture to manufacturing and services, or from bookkeeping to financial analysis). The core argument is that AI is primarily a productivity tool that will redefine work rather than eliminate it. While AI will automate some repetitive tasks, it acts as a "force multiplier," making roles like software engineers, product managers, and systems designers more efficient and valuable. Data indicates that corporate discussions focus far more on AI as an enhancement tool than a replacement, and demand for tech roles is growing. The article concludes that technological progress expands the economic pie, creating new demands and jobs we can't yet imagine. The real impact of AI won't be an employment apocalypse but a reorganization of the labor market, driving higher productivity and new forms of work.

marsbit05/08 14:24

a16z: Will AI Really Bring an Employment Apocalypse?