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

比推2026-02-24 tarihinde yayınlandı2026-02-24 tarihinde güncellendi

Özet

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;

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

İlgili Sorular

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.

İlgili Okumalar

From South Korea to the United States: Blue-Collar Jobs Are Becoming Increasingly Popular, Thanks to AI

AI is reshaping the labor market's value proposition. The traditional four-year college degree is losing its appeal as a guaranteed career path, while skilled blue-collar trades like electricians, welders, and plumbers are experiencing historic demand and wage premiums. This shift is driven by dual pressures: AI's displacement of certain white-collar roles and a booming need for physical infrastructure and data center construction. Data confirms the trend. In the U.S., vocational school revenue surged, and a significant portion of recent layoffs are AI-related. Surveys show a majority of Gen Z adults plan to pursue blue-collar work, citing better job security against AI automation. Vocational education interest has exploded recently. Experts cite a psychological shift as younger generations seek tangible, AI-resistant careers and avoid high student debt. In many cases, salaries for skilled trades now match or exceed those requiring a bachelor's degree. In South Korea, semiconductor vocational high schools boast near-total employment, with graduates securing high-paying roles at companies like Samsung. The shortage is structural, exacerbated by a retiring baby boomer workforce and massive infrastructure projects. Companies like JPMorgan Chase, Meta, and Lowe's are investing heavily in training programs. However, overcoming historical stigma and a "perception gap" around trade careers remains a key challenge to closing the talent gap.

marsbit1 saat önce

From South Korea to the United States: Blue-Collar Jobs Are Becoming Increasingly Popular, Thanks to AI

marsbit1 saat önce

Qualcomm: AI Hype Subsides, When Will Smartphones Emerge from the Gloom?

Qualcomm reported its Q3 FY2026 results (ending June 2026), with revenue of $9.95B, down 4% YoY but above expectations. Gross margin declined to 53.1%, pressured by rising costs across manufacturing and memory. Key business segments showed mixed performance: Handset revenue fell 19.6% YoY to $5.09B, dragged by an 11% decline in non-Apple Android shipments and weaker high-end mix. Conversely, Automotive revenue surged 61% to $1.59B, and IoT grew 9% to $1.83B. Core operating profit dropped 41% YoY due to margin compression and higher expenses. Management's Q4 FY2026 guidance projects revenue of $9.7B-$10.5B, in line with consensus, but Non-GAAP EPS guidance of $2.05-$2.25 fell short of expectations. Amidst persistent weakness in its core handset market, Qualcomm is pursuing growth in AI, focusing on Edge AI (smartphones, PCs, automotive) and Data Center AI. Its data center strategy includes four pillars: AI accelerators (e.g., AI200), commercial CPUs (Dragonfly C1000), custom silicon, and connectivity solutions. While these initiatives initially boosted its stock, concerns over AI capital expenditure sustainability have since erased those gains. The company targets $5B in data center revenue for FY2027 and $15B for FY2029. The report concludes that with the traditional handset business still under pressure, the data center opportunity is currently viewed as a longer-term option, and a more conservative valuation based on core operations may be warranted until AI contributions materialize.

marsbit1 saat önce

Qualcomm: AI Hype Subsides, When Will Smartphones Emerge from the Gloom?

marsbit1 saat önce

From TPU to Self-Evolving Agents: How Jeff Dean Predicts the Next Step in AI

At the 2026 YC Startup School, Jeff Dean outlined his vision for AI's next phase, shifting focus from simply scaling models to building intelligent, autonomous systems. He believes AI's progress is no longer just about creating smarter models, but about integrating them into systems capable of long-term, iterative work, automated experimentation, and continuous learning. This evolution moves the competition from "who has the bigger model" to "who can best organize intelligence." Dean suggests AI capabilities are now comparable to a junior engineer, enabling the automation of complex workflows. However, the true challenge and opportunity lie in managing these AI "workers" at scale. He emphasizes the importance of **context engineering**—structuring tools, memory, and feedback loops—over raw model power. For startups, this means building deep expertise in niche domains where general models currently fail (near 0-1% success rates), leveraging proprietary data, specialized tools, and domain-specific evaluators. A recurring theme is re-examining fundamental constraints. Dean's past work, like moving Google's search index to memory or creating the TPU, stemmed from questioning outdated assumptions about hardware and cost. He sees similar inflection points today, particularly in **specialized inference hardware** to drastically reduce latency and energy consumption for real-time Agent operation. Notably, he points out that in modern AI systems, the dominant cost is often not computation but **data movement**. Reliable, long-running Agents require robust system design, borrowing concepts from distributed computing like checkpointing, state management, and parallel exploration to handle failures and maintain progress over days or weeks. As AI automates execution, the scarcest human skills will shift to **defining clear specifications**, **judging what problems are worth solving** (taste), and designing effective feedback loops. Ultimately, Dean's framework prioritizes understanding the problem deeply, identifying the true bottlenecks, and systematically building closed-loop systems where AI can not only perform tasks but also improve AI itself.

marsbit1 saat önce

From TPU to Self-Evolving Agents: How Jeff Dean Predicts the Next Step in AI

marsbit1 saat önce

İşlemler

Spot
活动图片