AI Lobster Ranking, XXX Takes an Overwhelming First Place; Governments Compete to Issue Token Subsidies; Airdrop Hunters Have Started Delivering for Meituan

比推Опубліковано о 2026-03-10Востаннє оновлено о 2026-03-10

Анотація

This article summarizes recent discussions in the cryptocurrency space based on content from the X platform. Key topics include: - An "AI Lobster Ranking" where the top performer significantly outpaces the others, with the combined scores of the second to sixth places being less than one-tenth of the first. - Major Chinese municipalities are introducing token subsidies to encourage development, drawing comparisons to past electricity subsidies and sparking mixed reactions about the government's strategy. - Elon Musk's X platform is reportedly preparing to launch "Xmoney," featuring an 8% annual yield, which could disrupt the crypto exchange landscape if fully implemented. - "Airdrop hunters" (people seeking crypto rewards) are expressing anxiety about the increasing difficulty of profiting in the Web3 space, with some humorously mentioning turning to alternative jobs like working for Meituan (a delivery platform). - A list of controversial Key Opinion Leaders (KOLs) is being circulated, questioning their credibility. The content is presented as community discussion and explicitly states it does not constitute investment advice.

Dear readers, hello~

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 is not investment advice.

AI Lobster Ranking, the Combined Total of Second to Sixth Place is Less Than One-Tenth of First Place

Major Chinese Cities are Rolling Out Token Subsidies!

Popular Replies:

Tried using qclaw, even for very minor tasks it asks for almost all file permissions on the computer, that's terrifying.

Back then they subsidized electricity, now they subsidize tokens.

The government is a bit FOMO too, they have to act first and see the results later.

Musk's Xmoney is About to Launch

Popular Replies:

An 8% annual yield is very tempting. If all the features are realized, the crypto space will really be turned upside down.

The KOLs from exchanges are terrified. Don't be afraid, competition makes you more valuable.

If foreigners can't use it, then it's not even better than U卡 (likely a reference to a crypto card).

The Current Anxiety of Airdrop-Hunting KOLs

Popular Replies:

My crypto journey just started, why is everyone saying it's over? WEB2 was hard,没想到 getting into WEB3 is also this hard. Who exactly is making money?

Hard, doesn't mean it's over.
It will just become more正规 (regulated/formal) in the future.

I'm already preparing to go run美团 (Meituan deliveries).

List of KOLs with Bad Records... Do You Agree?

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/7618594

Пов'язані питання

QWhat is the AI Lobster List mentioned in the article, and which project ranked first?

AThe AI Lobster List is a ranking of AI-related projects or tokens discussed in the crypto community. The article states that the first-ranked project had such a dominant lead that the combined scores of the second to sixth places were less than one-tenth of its total.

QWhat are some Chinese cities doing regarding token subsidies according to the article?

ASome major Chinese cities are introducing token subsidies as incentives, similar to how electricity was subsidized in the past, to promote adoption or development in the crypto or tech sectors.

QWhat is Xmoney, and who is launching it?

AXmoney is an upcoming financial product or token reportedly being launched by Elon Musk, offering features like an 8% annual yield, which could significantly impact the crypto landscape.

QWhat concerns are 'Airdrop Hunters' or crypto KOLs expressing in the current market?

AAirdrop hunters and crypto KOLs are expressing anxiety about the increasing difficulty of profiting from airdrops, with some even considering alternative jobs like working for Meituan (a delivery service) due to market challenges.

QWhat is the 'List of Misbehaving KOLs' referenced in the article?

AThe article mentions a 'List of Misbehaving KOLs,' which appears to be a community-generated list identifying key opinion leaders in crypto who have engaged in unethical or problematic behavior, though it does not specify exact names or criteria.

Пов'язані матеріали

Bitcoin Mining Farm Transforms into AI Data Center: Sangha's 'Sell-Out' Decision

"Sangha, a cryptocurrency mining company, is considering selling its recently operational Genesis bitcoin mining facility in Texas. Despite being profitable due to low-cost power (approximately $32/MWh), the company is exploring a sale, joint venture, or strategic partnership, advised by Marathon Capital. The core value of the 19.9MW site lies not in the mining hardware but in its established, scalable power infrastructure—a direct connection to a 180MW solar farm with plans to expand to 110.4MW. This makes it an attractive, ready-to-use asset for AI or high-performance computing (HPC) companies seeking to avoid lengthy permitting and grid connection processes. Sangha's move reflects a broader industry trend where mining operators are pivoting towards higher-value AI compute opportunities. The decision represents a strategic shift from building a long-term 'win-win-win' mining model to capitalizing on the current premium demand for AI-ready power and data center infrastructure."

marsbit6 хв тому

Bitcoin Mining Farm Transforms into AI Data Center: Sangha's 'Sell-Out' Decision

marsbit6 хв тому

Dalio's Latest Warning: Don't Get Carried Away by AI, Real Returns on US Stocks in the Next 5-10 Years Could Be -5% to -10%

Ray Dalio, founder of Bridgewater Associates, warns investors against excessive concentration in AI stocks. He argues the current market, dominated by a few AI giants, mirrors historical patterns where revolutionary new technologies lead to high risk, volatility, and uncertainty. While acknowledging AI's transformative potential, Dalio emphasizes that most investors fail at this stage of the cycle by over-concentrating in a handful of leading companies. He cites inherent risks: companies cannot accurately forecast investment needs or external shocks (e.g., monetary policy, geopolitics, taxes), face potential disruption from future technologies and international competition (notably from China), and experience significant price swings. Dalio's core advice is diversification, calling it his "Holy Grail of Investing." He presents a mathematical case that a well-diversified portfolio of 15-20 uncorrelated, good bets offers a superior risk-adjusted return compared to a concentrated position. Dalio also offers a cautious outlook, suggesting U.S. stocks may deliver real returns of -5% to -10% over the next 5-10 years based on valuation and bubble indicators. He concludes that in the face of high uncertainty, the prudent strategy is not to avoid betting entirely, but to avoid large, concentrated bets where one lacks sufficient informational edge. Instead, investors should build a strategically balanced, diversified portfolio.

marsbit48 хв тому

Dalio's Latest Warning: Don't Get Carried Away by AI, Real Returns on US Stocks in the Next 5-10 Years Could Be -5% to -10%

marsbit48 хв тому

Rain Valuation Approaches $20 Billion: The Battle for U-Cards Extends to Rewards Systems

Rain, a stablecoin payments infrastructure company, is shifting the competitive focus for U Cards from simple issuance to user retention and repeated usage. On June 15, Rain launched "Rain Rewards," an embedded loyalty program capability within its card-issuing infrastructure. This allows partner businesses—like fintech platforms and neobanks—to configure branded loyalty points, earning rules, redemptions, and merchant promotions directly within their card products. The system, built from the 2025 acquisition of Uptop, ensures points are only issued upon final transaction settlement, preventing liabilities from refunds. Trials, such as with Avalanche Card, reportedly boosted spending by 25% among enrolled users. Founded by Farooq Malik and Charles Yoo-Naut, Rain evolved from a tool for managing Web3 company expenses into a full-stack enterprise platform. It is a Principal Member of Visa and Mastercard, enabling partners to issue stablecoin-backed cards and wallets while leveraging traditional payment networks. Notably, the popular U Card Plasma One is issued by Rain under Visa's authority. Rain also integrates with Visa's stablecoin settlement pilot, using USDC for network settlement. Rain's rapid funding reflects growing institutional interest in stablecoin payment infrastructure. It raised a $245 million Series A in March 2025, a $58 million Series B in August 2025, and a $250 million Series C in January of this year, reaching a $19.5 billion valuation. Annualized transaction volume exceeds $3 billion, serving over 200 partners including Western Union and Nuvei. Beyond cards, Rain is expanding into programmable payments. Its June 2026 "Agent Control Layer" allows businesses to set spending rules—like merchant categories, amounts, and frequency—for AI agents before transactions occur. This positions Rain not as a single product but as an operating system for stablecoin payments, handling everything from card issuance and wallet management to rewards, on/off-ramps, and automated compliance. The goal is to enable seamless, often invisible, real-world spending of on-chain assets.

Foresight News52 хв тому

Rain Valuation Approaches $20 Billion: The Battle for U-Cards Extends to Rewards Systems

Foresight News52 хв тому

Historical Bottom Signal Reappears? Messari Valued at $300 Million Sells for $10 Million

Messari, a major crypto data and research platform once valued at $300 million, was sold to rival Blockworks for just over $10 million in June 2026. This sale marks a broader, quiet contraction in the crypto industry. Data platforms like DappRadar and Parsec have shut down, media outlets like CoinDesk have been sold at steep discounts, and companies across the sector are laying off staff or pivoting to AI, which is disrupting traditional research and data business models. Venture capital investment in crypto has plummeted, with funding in Q1 2026 at its lowest since 2020, as capital and talent shift aggressively toward AI. Prominent crypto investors are leaving the space, and many funds are struggling. However, these extreme pessimism signals may historically indicate a market bottom. Bitcoin is down nearly 50% from its 2026 high, the Crypto Fear & Greed Index has been in "extreme fear" for months, and long-term Bitcoin holders control a near-record 80% of the supply. Similar combinations of deeply negative signals—including low VC activity and distressed asset sales—preceded major bull markets in 2018, 2020, and 2022. While Messari's downfall symbolizes a tough period, it also aligns with patterns seen at cycle lows.

marsbit1 год тому

Historical Bottom Signal Reappears? Messari Valued at $300 Million Sells for $10 Million

marsbit1 год тому

Google TPU Shipments Revised Up by 50%

Recent industry research indicates a significant upward revision in the shipments of Google's TPU (Tensor Processing Unit) chips. Previous expectations for 2027 were set at around 10 million units, but new estimates now point to 15 million units, a 50% increase. This substantial boost directly translates to higher demand across the entire supporting supply chain. Google's TPU clusters utilize a standardized all-optical interconnect architecture. Consequently, key hardware components are deeply integrated and scaled in fixed ratios with the chips. The 15 million TPU target will drive corresponding demand increases for NPO optical engines (roughly a 1:1 match), 1.6T optical modules, OCS optical switches, high-end server power supplies, fiber optics & MPO connectors, and liquid cooling solutions. Among these, liquid cooling is highlighted as the sector experiencing the most significant transformation and offering the most stable potential for excess returns. As next-generation TPU chips reach power levels where traditional air cooling is insufficient, liquid cooling becomes essential. 2026 is forecasted as the first year of substantial adoption for Google's liquid cooling solutions. This shift, coupled with delivery and capacity bottlenecks faced by incumbent overseas manufacturers, is creating a prime window for domestic Chinese suppliers to enter and secure Google's core supply chain. The market size for Google-specific liquid cooling is projected to potentially triple from a baseline of hundreds of billions to around 300 billion units by 2028. The logic for the fiber optic sector is also being rewritten. Once considered a cyclical commodity tied to telecom operator procurement, fiber is now a strategic and scarce resource for AI Data Centers (AIDC). A severe supply-demand imbalance, driven by the long lead time for preform production (18-24 months) and surging demand from cloud giants, is supporting strong performance. Chinese fiber manufacturers are well-positioned to capture a significant share of global AIDC demand, with exports potentially reaching 200-300 million core kilometers in 2026. Overall, the investment focus within the AI computing industry is shifting from pure "chip performance speculation" towards the more certain incremental growth in computing infrastructure and its supporting ecosystem. The upward revision in Google TPU shipments, along with the potential for further doubling by 2028, is seen as solidifying performance visibility for the entire supporting supply chain over the next two years.

marsbit2 год тому

Google TPU Shipments Revised Up by 50%

marsbit2 год тому

Торгівля

Спот
Ф'ючерси
活动图片