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Updated: 2026-07-28
💰一、综合 错过20倍,我找到了AI投资的笨办法 https://mp.weixin.qq.com/s/exJXyOySRjoSf42jHyEu4A 英伟达份额大降,AI革命新阶段机会在哪? https://mp.weixin.qq.com/s/YiMfIcf9L2RepjuG-b2B8A HBM全景研报:GPU不是重点,存储才是未来 https://mp…
💰一、综合 英伟达份额大降,AI革命新阶段机会在哪? https://mp.weixin.qq.com/s/YiMfIcf9L2RepjuG-b2B8A 对话曦智科技沈亦晨 https://mp.weixin.qq.com/s/uGErP1DahLSHIFFD-qr_og 调低 BTC 下一轮牛市的预期 https://mp.weixin.qq.com/s…
💰一、综合 错过20倍,我找到了AI投资的笨办法 https://mp.weixin.qq.com/s/exJXyOySRjoSf42jHyEu4A ARM研报:AI 时代的 Visa? https://mp.weixin.qq.com/s/prwoqZckHDP6taa-VOey-w 光通讯和传统铜连接 https://x.com/nft_hu/stat…
💰一、综合 CRWV:借别人的钱,建自己的帝国 https://mp.weixin.qq.com/s/MxPDGZ0HzVDiPfqytfTb_w 三十年暗号,AI 支付标准之战 https://www.techflowpost.com/zh-CN/article/31106 为何伊朗更青睐稳定币做霍尔木兹海峡的通行货币? https://www.tech…
A head-to-head of how Backpack and Phantom advertise on Telegram — the Solana-rooted exchange-and-wallet versus the leading self-custody wallet, their creative and targeting differences, and what the Telegram Ads Spy archive reveals.
How advertisers reach Belgian audiences on Telegram — one of Europe's toughest gambling and ad-restriction regimes pushing operators offshore, a Dutch/French/German language split, and EU-regulated crypto and trading.
How advertisers reach Irish audiences on Telegram — an English-speaking EU member inside the UK-Ireland creative pool, a fintech and tech-HQ hub, EU-regulated crypto and forex, and offshore gambling under a tightening licensing regime.
How advertisers reach Korean audiences on Telegram — the real-name banking regime that pushes activity offshore, one of the world's most intense retail-crypto cultures, gaming and esports adjacency, and won-denominated payment friction.
Flags — the regions we asked our observer pool for while recording this ad in this channel. That is a label on our request, not a confirmed place of viewing: when no account is available in the requested country the pool silently substitutes another and does not say so. It is not the advertiser's targeting country either. We stopped requesting the region on {date}, so newer creatives carry no flags at all. The channel's main country (by its language) is highlighted in blue; regions under 5% are collapsed into +N.
💰一、综合 孙正义:FOMO 之王的疯狂与清醒 https://mp.weixin.qq.com/s/vBBawiEcbxt_hvCanVypKw 投资就是投人:Circle这帮人到底在下一盘什么棋? https://mp.weixin.qq.com/s/PG8HlA8TsBnPXX6E7NCQeA 谈崩了!霍尔木兹海峡现在有两道收费站... https:…
💰一、综合 深度:1.75万亿的SpaceX 值不值得参与? https://mp.weixin.qq.com/s/leGr9AmyHMJCpuCigRqXTQ 字节跳动创造历史,最新估值6000亿美元 https://mp.weixin.qq.com/s/dk3IQH-pk1_mOjcnrW0Bzw 💎二、项目 大家都在疯狂砸capex,为什么只有微软…
💰一、综合 PayPal有4.3亿用户,为什么稳定币干不过USDC? https://mp.weixin.qq.com/s/KM5VaAcTotsVJTgR13Fk6A 稳定币赛道的失败密码与赢家法则 https://mp.weixin.qq.com/s/Z8wnQi-qQLPA18CgIL72iQ 10倍股爆发扫描与计算系统 https://mp.wei…
💰一、综合 口水战升级,OKX Star再与CZ打赌10亿美元 https://www.theblockbeats.info/flash/340466 霍尔木兹海峡的比特币收费站 https://www.techflowpost.com/zh-CN/article/31039 谁在下注世界会变——顶级投资人的错过 https://mp.weixin.qq.…
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