The wind of #Aİ has really turned into a money printer.
Sales in the fourth quarter reached $68.1 billion for #英伟达 , a year-on-year increase of 73%;
Profit soared to $43 billion, a growth of 94%. This is not an ordinary financial report, but a direct reflection of the explosive demand for computing power.
#人工智能 is reshaping the industrial structure, with computing power becoming the new core production material.
For #Web3 , this also has far-reaching significance.
Whether it is on-chain data analysis, decentralized AI applications, or high-performance node operations, they all rely on underlying computing power support.
As AI infrastructure continues to expand, #数字资产 and the application scenarios of distributed networks will also accelerate to fruition.
What needs to be viewed rationally is that the technological dividend is not equivalent to short-term price fluctuations.
What truly deserves attention is the long-term efficiency gains brought about by the integration of computing power, algorithms, and blockchain.
The combination of AI and Web3 is moving from concept to reality. $BNB
1. #Tether Splurged 200 million USD: Targeting social e-commerce payments, attempting to bypass traditional banks and tear open the Web2 ecosystem.
2. UK Launches #稳定币 Sandbox: Revolut selected, a veteran financial powerhouse begins testing regulations, marking the end of the wild west era.
3. #链上 US Treasury Debt Soars: Has already increased by over 1 billion USD this year, institutions are voting with their feet to position in RWA.
4. 100 Billion USD BTC Options Settlement: A massive settlement is due on Friday, the market faces a significant liquidity test.
5. Goldman Sachs Shorting Crypto Stocks: MSTR and Coinbase are targeted by shorts, Wall Street showcases duplicitous performances.
6. Blockfills Huge Losses and Resignation: 75 million USD in bad debts trigger a resurgence of the lending crisis, the aftershocks of credit collapse linger.
7. #Kalshi Issues First Fine: Cracking down on insider trading, decentralized prediction markets start to apprehend individuals.
8. Hut 8 Signs 7 Billion Lease: Accelerating transformation to AI, declaring the pure “mining era” at an end.
9. Whales Crash the Market Causing Flash Collapse: BTC price on the Lighter platform experiences a flash crash, liquidity depth cannot support ambition.
10. Circle's Earnings Report Exceeds Expectations: Stock price surges by 35%, the resilience of stablecoins as infrastructure is validated. $BTC $ETH $BNB
This is not a report of results, but a definition of #叙事 !
In plain language: Through the national stage, reshape the questions of "who caused the problem, who deserves credit, and who should we follow in the future".
1. #美联储 plans to abolish the 'reputational risk' review, prohibiting banks from cutting off services to crypto enterprises on these grounds, ending the 'de-banking' dilemma.
2. #Stripe intends to acquire PayPal, aiming to integrate the PYUSD stablecoin with a vast retail network, bridging the 'last mile' for cryptocurrency into the mainstream consumer market.
3. #meta plans to restart stablecoin operations in the second half of the year, with Zuckerberg targeting payment on social platforms, allowing users to pay with stablecoins within the Meta ecosystem.
4. The SEC approves WisdomTree's tokenized fund for 24/7 trading, breaking down the time barriers between traditional financial assets and the crypto market.
5. Coinbase opens stock and ETF trading across the U.S., Kraken launches U.S. stock tokenized perpetual contracts, as crypto exchanges are consuming the territory of traditional brokers in both directions.
6. #普京 signs a decree allowing courts to confiscate digital assets, as Russia's policy shifts to tighten control and crack down on gray area activities.
7. Bitcoin miners collectively 'abandon mining' in favor of HPC, as mining profits fall below 3 cents, making mining machines unprofitable, forcing a shift to high-performance computing for survival.
8. MoonPay implements an AI agent on-chain wallet solution, suggesting that future financial behaviors may no longer be driven by humans, with AI autonomously holding stablecoins and conducting on-chain payments.
9. The Trump Cryptocurrency Act is finalized, with the U.S. Market Structure Act taking effect, clarifying stablecoin regulations and vying for global regulatory dominance in digital assets.
10. Vitalik Buterin clarifies the evolution path of Ethereum's DeFi protocol, emphasizing permissionless, open-source, and privacy-first principles, hoping the protocol can pass the 'exit test'. $BTC $ETH $BNB