There Is No Second Worst:当 Strategy 的「永不卖币」写进 8-K
On June 29, 2026 Strategy authorized BTC sales via a Digital Credit Capital Framework—32 BTC sold in May, up to $1.25B m…
On June 29, 2026 Strategy authorized BTC sales via a Digital Credit Capital Framework—32 BTC sold in May, up to $1.25B m…
WorldClaw's headline pitch is WorldRouter: 300+ models at roughly 30% below official and OpenRouter prices, tied to USD1…
Agents that demo beautifully often fail the business test: who pays, how much, and which cost line moves? MIT NANDA's 20…
In 2025 Jane Street's ~$39.6B net trading revenue topped JPMorgan with ~3,500 staff—~$9M company profit per head. ETF ma…
Chinese AI inference goes global as token exports: model firms, clouds, compute, and compliance layers compete—profit po…
AI Developed, Enabled, and Native are not the same. True AI Native products rewrite value creation, execution, and evolu…
Alchemy CEO Nikil Viswanathan argues crypto was built for AI agents—not humans. Permissionless rules, transparent contra…
From Yang Yuanqing's 2014 customer-count question to SpaceX's 2026 IPO, Elon Musk became history's first trillionaire—af…
AI compresses encodable skills into public goods. What remains compression-resistant: problem framing, judgment under un…
Alphabet led FY2025 net profit at ~$132.2B; NVIDIA hit ~$1.2B total and ~$2.86M per employee. Tether and Jane Street dwa…
RWA chains compete on treasuries, funds, and stablecoin settlement—not TPS hype. Circle's Arc puts USDC at L1 gas; Canto…
The CLARITY Act cleared the Senate Banking Committee 15–9—not law yet, but a signal: clearer SEC/CFTC lanes, exchange li…