Coinbase三季度净利润7.19亿美元,调整后净利润约7800万美元;公司披露两者差异包括持有加密资产的投资收益。看交易所财报,不能只看净利润数字:交易收入、服务收入和资产价格带来的收益,持续性各不相同。#Coinbase #加密市场 investor.coinbase.com/news/n…
亚马逊三季度AWS营收同比增长39.3%,创近五年最快增速。云需求加速是好消息,但我会把增长和基建投入一起看:新增算力能否持续被客户消化,并转化为现金流,才是接下来更关键的考题。#Amazon #AWS ir.aboutamazon.com/news-rele…
英特尔三季度数据中心与AI业务营收同比增长78%,客户端计算业务却下降5%;公司预计四季度营收150亿至160亿美元。这份财报提醒我,AI需求旺盛也不能自动抵消PC周期压力,接下来要看供给能否跟上服务器需求。#Intel #美股 marketscreener.com/news/inte…
Google宣布Gemini可在聊天中预览和编辑生成的文档、PDF、表格等文件;PDF支持网页和手机,其他格式目前限网页。AI工作流的竞争正走向“生成之后”:能否方便地局部修改、核对内容并交付文件,决定了省下的时间。#Gemini #AI blog.google/innovation-and-a…
Ondo宣布七种链上投资组合上线Solana,每个组合以单一代币呈现。产品披露指出,投资者对底层基金或证券没有直接权利。链上转让更方便,也要看发行人、赎回、流动性和地区限制:理解持有什么,比产品名称更重要。#RWA #Solana prnewswire.com/apac/news-rel…
OpenAI的Tibo宣布,Pro 200原定的使用限额削减取消,Work和Codex额度维持现状。对重度用户来说,模型能力之外,额度规则的清晰度和稳定性也是产品体验的一部分:工作流建立后,突然变化会直接影响计划。#OpenAI #Codex nitter.cf/thsottiaux/status/2115…
Day 25/
We are doubling all usage limits for all Pro 100/200/500 tiers and Business Premium, effective today.
We heard your kind feedback and won’t be reducing usage limits for Pro 200, so your Work and Codex usage will stay the same. We’re also going to continue offering extended limits for dots for now, and usage of your dot will still continue to be separate from your default usage.
And we'll of course also keep shipping better models and other efficiency improvements that increase your effective usage over time.
路透援引彭博报道称,微软计划通过美国投资级债券融资至少250亿美元。这仍是计划,最终规模和条款值得等落地确认。AI基建投入越大,关注点也越要从“能建多少”延伸到融资成本、产能利用率和现金回报。#微软 #AI schwab.wallst.com/schwab/Pro…
三星电子第三季度营收195.3万亿韩元、营业利润107.4万亿韩元,存储业务在AI需求和产能约束下创纪录。看这份财报,我更关注后续供需与扩产节奏:利润集中在半导体,周期变化对整体业绩的影响也会更明显。#三星 #AI芯片 news.samsung.com/global/sams…
AI for AI Lab正在直播ForgeKernel优化GPU内核:代理反复编写、校验并计时。吸引我的是把测量结果变成下一轮改进的反馈;能否推广,还要看不同工作负载下的正确性、计算成本和结果能否复现。#AI #GPU openbmb.cn/forgekernel/
Polygon宣布其Open Money Stack已接入Solana,企业可通过一个API连接银行入金、稳定币余额和付款。跨链支付的价值最终要落在用户体验:到账时间、总费用、可用地区和异常处理,才是判断能否规模化的关键。#Solana #稳定币 nitter.cf/0xPolygon/status/21157…
NEW: Solana is now live on Polygon Open Money Stack.
Businesses on @solana can now take a customer from a bank payin to a stablecoin balance to a payout, all through one API.
万事达卡第三季度净营收同比增长14%,跨境交易额按当地货币计算增长11%。支付网络值得看交易量,也要看增长来自哪些业务、返利和成本如何变化:规模扩大不必然等于利润率同步提升。#Mastercard #美股 marketscreener.com/news/mast…
CFTC主席Selig谈到AI代理自主交易,甚至设想冰箱用ETH质押所得购买食品。这是对未来的设想,不是现有产品承诺。真要让代理管理资金,授权范围、支出上限、撤销机制和责任归属,应该先于便利性被设计清楚。#AI代理 #Web3 cftc.gov/PressRoom/SpeechesT…
纽交所母公司ICE与trade.xyz计划基于Hyperliquid建设美国永续期货市场,仍需CFTC批准。传统市场基础设施与链上交易机制的结合值得观察:关键不只是全天交易,还包括清算、风险管理与实际准入条件。#Web3 #期货 nitter.cf/tradexyz/status/211575…
trade[XYZ] and ICE, owner of the New York Stock Exchange, are joining forces to bring 24/7 perpetual futures on Hyperliquid to the United States.
In just over a year, our markets on Hyperliquid have surpassed $650 billion in volume. They provide continuous price discovery for stocks, indices, and commodities, and have become trusted reference points for retail and institutions alike when traditional markets are closed. Much of the world trades them. Until now, Americans could only watch.
We intend to change that. Subject to CFTC approval, trade[XYZ] and ICE plan to establish a new, dedicated U.S. market, with novel exchange and clearing infrastructure built on Hyperliquid. Planned contracts span equities, indices, commodities, FX, and crypto, with access through participating brokers and platforms. We’ll share more on products, eligibility, and timing as approvals progress.
ICE brings more than 25 years of experience operating regulated markets, clearing, and managing risk. trade[XYZ] brings the product development, market design, and technology behind the most liquid and robust markets on Hyperliquid.
Innovation and the protections of U.S. regulation shouldn’t be a trade-off. Together, we plan to prove it.
ICE is making a strategic investment in trade[XYZ] and joins us in building towards the future of Hyperliquid. A small group of market luminaries is joining as well, beginning with Stan Druckenmiller. For more than four decades, few investors have anticipated the great turns in markets as often as Stan. We’re proud to have him with us for the next one.
We’re building the U.S. market in parallel with our existing HIP-3 markets, which we’ll continue to expand and innovate on. We expect both to flourish. They each have a long road map ahead, from new asset classes to new ways to trade them.
To the Hyperliquid community, whether you were here before us or came because of us, thank you. You took a chance on new markets and you made them matter. You’ll forever be a part of this story.
Anything. Anytime. On ICE[XYZ].
CNBC报道,Alphabet财报后盘前一度下跌约10%。盘前价格会变化,也不等于收盘结果;这次市场反应提醒我,增长故事仍要和预期、投入回报一起看。接下来值得关注正式交易中的价格发现。#Alphabet #美股 nitter.cf/CNBC/status/2115725600…
Alphabet falls 10% in premarket, putting it on course for its biggest ever post-earnings drop cnbc.com/2026/10/29/alphabet…
美联储将利率维持在3.75%—4%,但两位委员主张本次加息25个基点。投票分歧提醒我们,利率路径仍有不确定性;接下来通胀和就业数据如何改变市场预期,可能比单次决议更影响估值。#美联储 #美股 federalreserve.gov/newsevent…
新加坡警方提醒:当地部分零售渠道售出的Ledger硬件钱包被发现含恶意组件,调查仍在进行。冷钱包的安全边界也包括设备到手前的供应链。若怀疑设备被篡改,先停止输入助记词及交易,并通过官方渠道求助。#加密安全 #硬件钱包 police.gov.sg/Media-Hub/News…
微软最新财报显示,Azure营收增长48%,Microsoft Cloud营收达639亿美元。云需求的强度有了更具体的答案;接下来我会继续看利润率、资本开支和现金流能否跟上扩张速度。#Microsoft #美股 nitter.cf/Microsoft/status/21155…
We just announced our quarterly earnings results. $92.3 billion in revenue. $63.9 billion in Microsoft Cloud revenue. 48% Azure revenue growth.
See our full FY27 Q1 results here: msft.it/6005a0nib
Yuxuan Li 正在直播展示实时内核优化。AI参与性能调优值得关注,但演示还需要不同硬件、负载与正确性测试;能否复现并降低整体成本,才是走向生产的关键。#AI #GPU nitter.cf/_LiYuXuan_/status/2115…
We are displaying real-time RSI kernel optimisation.
See this site: openbmb.cn/forgekernel/ nitter.cf/i/broadcasts/2brnWkXLO…
今天收盘后,Alphabet与微软将接连公布业绩。看AI主线,我会把云业务增长和AI基础设施投入放在一起:需求变强是一回事,新增投入能否换来持续回报是另一回事。#Alphabet #Microsoft #财报 abc.xyz/investor/news/news-d… news.microsoft.com/source/20…
量子与区块链安全话题又升温。NIST昨天发布后量子密码迁移路线图,强调从易受量子攻击的算法转向抗量子标准。映射到公链,我更关注密钥/签名升级、钱包兼容与全网协调是否有清晰计划——算法更新只是起点。#区块链 #后量子密码 nist.gov/news-events/news/20…







