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

比推Опубліковано о 2026-02-24Востаннє оновлено о 2026-02-24

Анотація

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

Пов'язані питання

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.

Пов'язані матеріали

Cerebras IPO: A $48.8 Billion Valuation—Is the 'Nvidia Challenger' a Bubble or a New King?

Cerebras Systems, positioning itself as an NVIDIA challenger, is going public with a $48.8 billion valuation despite several underlying paradoxes revealed in its S-1 filing. While 2025 revenue grew 76% to $510M and GAAP net income was $237.8M, this profitability relies heavily on a one-time, non-cash accounting gain. Adjusting for this, the company's non-GAAP net loss actually widened to $75.7M. Furthermore, customer concentration remains extreme: 86% of 2025 revenue came from two Abu Dhabi-based entities, MBZUAI (62%) and G42 (24%). Its landmark deal with OpenAI, valued at over $20 billion, creates a complex, nested relationship where OpenAI is simultaneously a major customer, lender, warrant holder, and strategic partner with exclusivity clauses. Cerebras's technical edge in latency-sensitive AI inference is real, with its wafer-scale chip outperforming competitors in benchmarks. However, this advantage is confined to a specific niche, not the broader AI training market dominated by NVIDIA's CUDA ecosystem. With a 95x price-to-sales ratio, the valuation demands flawless execution of the OpenAI contract and massive future revenue growth. Key long-term risks include intense competition from giants like NVIDIA and AMD, a dual-class share structure granting insiders near-total voting control, and ongoing geopolitical uncertainties regarding export controls. The IPO is a pivotal capital markets event for AI infrastructure. As an investment, it represents a high-risk, high-reward bet on the "inference-first" narrative and Cerebras's ability to dominate its specialized segment, underpinned by a valuation that highlights the current fervor in the sector.

marsbit22 хв тому

Cerebras IPO: A $48.8 Billion Valuation—Is the 'Nvidia Challenger' a Bubble or a New King?

marsbit22 хв тому

What Happens to Ethereum Developer Tools After the Grants Run Out?

On February 27th, the Ethereum Foundation (EF) announced Project Odin, a structured sustainability support program designed for a select group of strategic, previously grant-funded teams. Unlike a standard grant, Odin offers a long-term advisory mechanism focused on helping these teams establish credible, sustainable paths within a two-year framework, thereby reducing long-term dependence on single funding sources. The program addresses a critical post-grant challenge: how essential public goods, especially major developer tools, can achieve financial sustainability beyond initial funding. While grants from EF and programs like Gitcoin or RetroPGF remain vital for startups and research, they often fall short for mature, widely-used infrastructure. Tools like compilers, languages, and network stacks are deeply embedded but struggle with monetization, trapped between being too foundational to lose and too public to generate natural revenue. Project Odin provides teams with a dedicated Strategic Advisor to guide them through a three-phase process: 1) analyzing current funding and realistic options, 2) validating potential paths with stakeholders, and 3) executing plans, which may include crafting support contracts, service agreements, or other recurring revenue models. The first pilot participant is Vyper, a critical smart contract language for the EVM, highlighting the need for sustainable models for core infrastructure. The initiative reframes the public goods conversation from "who should be funded" to "how do already-proven teams avoid perpetual funding crises?" It encourages ecosystem participants—protocols and projects that depend on these tools—to view sustainable support not just as charity, but as essential risk management for their own operational supply chains.

marsbit52 хв тому

What Happens to Ethereum Developer Tools After the Grants Run Out?

marsbit52 хв тому

MARA Reports Q1 Revenue Below Expectations, Net Loss of $1.3 Billion, Stock Plunges After Hours

Bitcoin mining firm MARA Holdings reported disappointing Q1 2024 results, causing its stock to erase all daily gains and fall 3.44% in after-hours trading. Revenue dropped 18% year-over-year to $174.6 million, missing Wall Street estimates of $192.7 million. The company posted a net loss of $1.3 billion, a significant increase from a $533.4 million loss a year ago, primarily driven by unrealized losses on its holdings of 38,689 Bitcoin, which depreciated in value during the quarter. MARA also sold over 15,100 BTC in late March to repurchase debt at a discount. The broader mining environment remains challenging due to a 35% decline in Bitcoin's price from its all-time high and a nearly 30% increase in mining difficulty over the past year. MARA's market cap ranking among U.S. miners has slipped to seventh. Critically, the company announced a strategic pivot away from Bitcoin mining expansion. It stated it has no plans to purchase new mining equipment and is fully transitioning toward AI data centers. Its strategy involves retrofitting existing mining sites for AI and high-performance computing (HPC) and leveraging its recent $1.5 billion acquisition of Long Ridge Energy & Power, a gas-fired power plant and data center. This infrastructure could eventually support 600 MW of AI compute capacity, allowing MARA to redeploy up to 90% of its non-custodial mining power for AI and IT workloads.

marsbit52 хв тому

MARA Reports Q1 Revenue Below Expectations, Net Loss of $1.3 Billion, Stock Plunges After Hours

marsbit52 хв тому

Торгівля

Спот
Ф'ючерси
活动图片