PANews Editor's Note: PANews has selected high-quality content from the week to help everyone utilize the weekend to fill gaps in knowledge. Click on the titles to read.
Products Born from the AI Boom
What advantages does the paid version of Doubao have compared to the free version?
Goldman Sachs' research report points out that the AI investment boom is not a replay of the 1999 bubble, but positive earnings have been realized early, and the market is more vulnerable to narrative changes, warning of the risks of an earnings bubble.
New debt king and stock market prophet warn that the AI frenzy is nearing its end; US stocks may experience a 30%-50% crash, with potential undercurrents of US debt and private credit crises.
Breaking Down the Three Fatal Variables Behind Micron's "Epic" Financial Report
The market is pricing using old measures for cyclical stocks, but long contracts lock in the future; AI demand may ignite a paradigm shift.
Apple and Microsoft both announced price increases on the same day; AI data centers boost storage costs, parts have risen like never before in a century, and consumers will bear the bill for the AI arms race.
Macroeconomic Insights
After Burning 90 Billion, Zuckerberg Decides to Open a Casino That Cannot Be Gambled
After Meta burned 90 billion dollars on metaverse failures, it chose a point system "prediction market" as its next adventure—but a prediction market that cannot use real money neither learns from the lesson nor is a smart strategic shift, but rather a company that has been burned looking for lukewarm water.
A 233-Day, Over 50% Withdrawal: Is This Bear Market the Mildest of All Time?
The market is unlikely to see recovery until August at the earliest.
Reveals the explosive growth of China's leading storage chip maker and the cyclical risks involved.
These three segments support each other; when they weaken simultaneously, the focus of attention shifts from "How much Bitcoin does Strategy actually hold?" to "Does it have enough dollars to fulfill its dividend commitments?"
Institution and Celebrity Insights
Three scenarios for the Bitcoin bear market, with analysis of four bottom-catching models.
In ten years, only the top 1% of elite experts and highly proactive generalists will remain in the workplace, compressing the middle layer. AI is not replacing humans, but enhancing value. Learning to use tools rather than being replaced by them is key to breaking through.
The core of investment should follow the flow of "AI CAPEX", focusing on downstream segments that undertake capital expenditures (such as Micron, SK Hynix, etc.).
Grayscale: These 15 Profitable Crypto Protocols Are Severely Undervalued
Grayscale's report reveals the top 15 on-chain protocol revenues; Pump.fun and others have market caps only equal to annual revenues, with valuations as low as 1 time. The CLARITY Act may pass next month, opening institutional funding channels for DeFi; will these cheap protocols experience a value reassessment?
Successful founders each have their own highlights, while failed founders exhibit striking similarities.
Amid fears of job replacements by AI, how to escape the "salary slave" fate and find a true career? This article uncovers five core elements like agency and taste, helping you become someone who cannot be employed, mastering content and coding leverage to start a free life.
Seizing Opportunities
Standard Chartered Reiterates Its 50x Fantasy, Painting a Bright Future for AAVE Targeting $3,500
Standard Chartered predicts AAVE will rise to $3,500 by 2030; the on-chain lending leader Aave protocol's profits account for 80% of the market, and the launch of V4 will ignite the market.
In-Depth Look at the Multicoin Report: Hyperliquid (HYPE) Has Five Times Upside Potential
Eight major catalysts and six main risk points.
Citrini: Reviewing the Top 5 Investment Themes Currently Masked by AI Trading
The crowded AI narrative leads to capital rotation; forgotten "small themes" such as aviation, retirement real estate, live entertainment, exchange competition and fintech are repairing fundamentals, bringing new Alpha opportunities.
Like Hyperliquid, CC has not succumbed to high CEX listing fees but has chosen a strategy prioritizing DEX development.
Not relying on newly built data centers, but awakening massive computing power lying dormant on desktops.
Web3 Matters
The tokenized TCG track is moving the joys of collecting and drawing cards on-chain, quickly attracting attention in the crypto market. Among them, Collector Crypt once strongly entered the top ten in total revenue across the network, becoming a new on-chain printing machine.
After Fable Was Banned, Will DeAI Become the Next Hot Spot?
On June 25, the controversy over security, access control, and capability leaks regarding Anthropic's models escalated again.
Behind a 20% Layoff, the Ethereum Foundation Introduces a Five-Layer New Structure
Compared to the original loose structure of the foundation, EF will clarify what it should focus on in the coming years.
Solana Dominates 98% of the Market Share in On-Chain Transactions for SpaceX
SpaceX's IPO boosts tokenized stock trading; Solana achieves 98% market share on-chain, with Ondo and Backpack laying out multiple strategies, accelerating the fusion of traditional finance and crypto markets.
Ethereum is in the Process of "Shifting Gears": Ethlabs Makes a Grand Entrance, EF Steps Back
The post-EF era for Ethereum has arrived. Former core members of EF have recently established Ethlabs, supported by BitMine and Joe Lubin, accelerating Ethereum's transition to the global economic settlement layer. As EF gradually retreats from being the ecological execution center, the next stage of research and evolution for Ethereum will rely more on the dynamic balance and self-organization optimization of multiple internal ecological forces.
Why Did Solana Fail in the Contract Market Despite Its Dominance as the King of On-Chain Spot?
Solana dominates on-chain spot but fails in the Perp market, as HyperLiquid overtakes with a 70% share. The core constraint is not speed, but the unpredictability of ordering. Solana is fighting back with upgrades like Alpenglow and BAM; its long-term advantage lies in DeFi's composability and ecological flywheel.
Key Information
Analysts: Three Types of ETH Whales Have All Fallen into Loss, the First Time Since 2019
Bitmine Pledges Approximately 160,000 ETH Again, Cumulative Staking Amount Reaches 4.88 Million ETH
OpenAI Prefers to Delay IPO Until Next Year; SpaceX's Stock Price Drop Causes Change in Attitude
Sharplink Resumes Buying After 8 Months, Receiving 5,000 ETH from FalconX
Strategy's Preferred Stock STRC Reaches Historical High Correlation with Bitcoin
Multicoin: With Hyperliquid Transforming into a "Universal Exchange", HYPE May Reach $319 by 2028
Strategy's STRC Fell 26% Below Par, MSTR Price Hits a 16-Month Low
US Core PCE Year-on-Year Slightly Rises to 3.4%, In Line with Market Expectations
Arthur Hayes Family Office Maelstrom Sets CARDS Summer Target Price at $4
Doubao Professional Version Adopts a Three-Tier Pricing Scheme, Up to 6,000 Yuan a Year
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