The U.S. stock storage sector surged 39 times in a year—can it still be a buy now?The "shovel sellers" of the AI revolution are shifting from GPU to memory.
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Coinbase cuts 700 jobs, blames AI — stock still rises 4%.Behind this wave of layoffs lies the evaporation of $1.5 trillion from the crypto market since its peak, as well as a collective experiment by tech companies to restructure their organizations using AI.
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When revisiting the standout stock market trendsetter: this podcast from two months ago thoroughly dissects Leopold Aschenbrenner's investment logic.Forget Nvidia and bet on Bloom Energy — what exactly is he thinking?
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Michael Saylor: After three consecutive quarters of losses, Strategy will sell Bitcoin to pay dividends.After MSTR's continuous net losses in earnings reports, Saylor changed his tune: Bitcoin is no longer 'never sell' and can be used as a payment tool.
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a16z Founder's Stanford Lecture: Every time Wall Street and Silicon Valley disagree, Wall Street ends up being wrong.a16z co-founder Ben Horowitz delivers a major talk: The two traditional moats of software in the AI era have been leveled. Entrepreneurs must seek "new barriers" beyond code and UI.
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a16z Crypto: Behind the $2.2 Billion New Fund, What We SeeAfter the noise fades, what remains often appears more useful than at its peak and more enduring than at its lowest point.
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Bitcoin 2026 Conference Insights: The Decline of Mining, the Rise of AI — A Structural MigrationOn stage, Michael Saylor passionately evangelized the belief in Bitcoin reaching tens of millions of dollars; off stage, mining company booths were deserted as they pivoted to AI data centers. Bitdeer liquidated its Bitcoin holdings to bet on AI, while modular solutions became the new favorite.
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The surreal Korean stock market: parents opening stock accounts for their infants.The underlying logic behind the recent surge in South Korea and China Taiwan's stock markets.
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Dialogue with a Wall Street strategist: AI is driving deflation, accelerating the flow of capital towards scarce assets.The more powerful AI becomes, the more valuable Bitcoin gets?
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AI reshapes the macro landscape while Bitcoin remains scarce.
Tim Draper, the "Godfather of Venture Capital" in Silicon Valley, stated in his latest speech that holding Bitcoin is no longer a choice, but a responsibility.We are about to experience a major human transformation comparable to the invention of currency.