Last Notes
📰 What Is Ondo (ONDO)? Complete Guide For 2026 | Bitcoin World
🗓️ Jul 16 2026 02:27 UTC - Neelima
What is Ondo (ONDO)? Complete Guide for 2026
➤ Ondo Finance is a protocol that tokenizes real-world assets, primarily US Treasuries (OUSG), to offer structured financial products and predictable yields within the DeFi ecosystem.
➤ The ONDO token serves as a governance and utility token, allowing holders to vote on protocol upgrades and stake for rewards, with its value tied to the protocol's revenue and adoption.
➤ Ondo differentiates itself through a compliance-first approach and partnerships with major institutions like BlackRock, aiming to bridge traditional finance with DeFi for institutional investors.
#ondofinance #ondotoken #tokenizedtreasuries #ousg #defi #structuredproducts #institutionaladoption #fluxfinance #yieldgeneration #governance
🔗 Read more at: https://rwatimes.io/articles/bitcoinworld-what-is-ondo-ondo-complete-guide-for-2026-bitcoin-world-2755110716
📰 What Is Ondo (ONDO)? Complete Guide For 2026 | Bitcoin World
🗓️ Jul 16 2026 02:27 UTC - Neelima
What is Ondo (ONDO)? Complete Guide for 2026
➤ Ondo Finance is a protocol that tokenizes real-world assets, primarily US Treasuries (OUSG), to offer structured financial products and predictable yields within the DeFi ecosystem.
➤ The ONDO token serves as a governance and utility token, allowing holders to vote on protocol upgrades and stake for rewards, with its value tied to the protocol's revenue and adoption.
➤ Ondo differentiates itself through a compliance-first approach and partnerships with major institutions like BlackRock, aiming to bridge traditional finance with DeFi for institutional investors.
#ondofinance #ondotoken #tokenizedtreasuries #ousg #defi #structuredproducts #institutionaladoption #fluxfinance #yieldgeneration #governance
🔗 Read more at: https://rwatimes.io/articles/bitcoinworld-what-is-ondo-ondo-complete-guide-for-2026-bitcoin-world-2755110716
📰 What Is Ondo (ONDO)? Complete Guide For 2026 | Bitcoin World
🗓️ Jul 16 2026 02:27 UTC - Neelima
What is Ondo (ONDO)? Complete Guide for 2026
➤ Ondo Finance is a protocol that tokenizes real-world assets, primarily US Treasuries (OUSG), to offer structured financial products and predictable yields within the DeFi ecosystem.
➤ The ONDO token serves as a governance and utility token, allowing holders to vote on protocol upgrades and stake for rewards, with its value tied to the protocol's revenue and adoption.
➤ Ondo differentiates itself through a compliance-first approach and partnerships with major institutions like BlackRock, aiming to bridge traditional finance with DeFi for institutional investors.
#ondofinance #ondotoken #tokenizedtreasuries #ousg #defi #structuredproducts #institutionaladoption #fluxfinance #yieldgeneration #governance
🔗 Read more at: https://rwatimes.io/articles/bitcoinworld-what-is-ondo-ondo-complete-guide-for-2026-bitcoin-world-2755110716
📰 What Is Ondo (ONDO)? Complete Guide For 2026 | Bitcoin World
🗓️ Jul 16 2026 02:27 UTC - Neelima
What is Ondo (ONDO)? Complete Guide for 2026
➤ Ondo Finance is a protocol that tokenizes real-world assets, primarily US Treasuries (OUSG), to offer structured financial products and predictable yields within the DeFi ecosystem.
➤ The ONDO token serves as a governance and utility token, allowing holders to vote on protocol upgrades and stake for rewards, with its value tied to the protocol's revenue and adoption.
➤ Ondo differentiates itself through a compliance-first approach and partnerships with major institutions like BlackRock, aiming to bridge traditional finance with DeFi for institutional investors.
#ondofinance #ondotoken #tokenizedtreasuries #ousg #defi #structuredproducts #institutionaladoption #fluxfinance #yieldgeneration #governance
🔗 Read more at: https://rwatimes.io/articles/bitcoinworld-what-is-ondo-ondo-complete-guide-for-2026-bitcoin-world-2755110716
📰 What Is Ondo (ONDO)? Complete Guide For 2026 | Bitcoin World
🗓️ Jul 16 2026 02:27 UTC - Neelima
What is Ondo (ONDO)? Complete Guide for 2026
➤ Ondo Finance is a protocol that tokenizes real-world assets, primarily US Treasuries (OUSG), to offer structured financial products and predictable yields within the DeFi ecosystem.
➤ The ONDO token serves as a governance and utility token, allowing holders to vote on protocol upgrades and stake for rewards, with its value tied to the protocol's revenue and adoption.
➤ Ondo differentiates itself through a compliance-first approach and partnerships with major institutions like BlackRock, aiming to bridge traditional finance with DeFi for institutional investors.
#ondofinance #ondotoken #tokenizedtreasuries #ousg #defi #structuredproducts #institutionaladoption #fluxfinance #yieldgeneration #governance
🔗 Read more at: https://rwatimes.io/articles/bitcoinworld-what-is-ondo-ondo-complete-guide-for-2026-bitcoin-world-2755110716
📰 What Is Ondo (ONDO)? Complete Guide For 2026 | Bitcoin World
🗓️ Jul 16 2026 02:27 UTC - Neelima
What is Ondo (ONDO)? Complete Guide for 2026
➤ Ondo Finance is a protocol that tokenizes real-world assets, primarily US Treasuries (OUSG), to offer structured financial products and predictable yields within the DeFi ecosystem.
➤ The ONDO token serves as a governance and utility token, allowing holders to vote on protocol upgrades and stake for rewards, with its value tied to the protocol's revenue and adoption.
➤ Ondo differentiates itself through a compliance-first approach and partnerships with major institutions like BlackRock, aiming to bridge traditional finance with DeFi for institutional investors.
#ondofinance #ondotoken #tokenizedtreasuries #ousg #defi #structuredproducts #institutionaladoption #fluxfinance #yieldgeneration #governance
🔗 Read more at: https://rwatimes.io/articles/bitcoinworld-what-is-ondo-ondo-complete-guide-for-2026-bitcoin-world-2755110716
📰 What Is Ondo (ONDO)? Complete Guide For 2026 | Bitcoin World
🗓️ Jul 16 2026 02:27 UTC - Neelima
What is Ondo (ONDO)? Complete Guide for 2026
➤ Ondo Finance is a protocol that tokenizes real-world assets, primarily US Treasuries (OUSG), to offer structured financial products and predictable yields within the DeFi ecosystem.
➤ The ONDO token serves as a governance and utility token, allowing holders to vote on protocol upgrades and stake for rewards, with its value tied to the protocol's revenue and adoption.
➤ Ondo differentiates itself through a compliance-first approach and partnerships with major institutions like BlackRock, aiming to bridge traditional finance with DeFi for institutional investors.
#ondofinance #ondotoken #tokenizedtreasuries #ousg #defi #structuredproducts #institutionaladoption #fluxfinance #yieldgeneration #governance
🔗 Read more at: https://rwatimes.io/articles/bitcoinworld-what-is-ondo-ondo-complete-guide-for-2026-bitcoin-world-2755110716
https://www.dailymail.com/news/article-15982841/obese-people-likely-unemployed.html
📰 Beyond Crypto: Why Global Market Access Is Becoming the Product: By Vugar Usi
🗓️ Jul 16 2026 13:21 UTC - Editorial Team
➤ Financial markets face a 'timing problem' where information moves continuously but access remains scheduled, creating execution risk for institutions and barriers for global retail users.
➤ Crypto platforms are evolving into 'everything platforms,' offering a single access layer for both digital assets and traditional market exposures like equities, commodities, and prediction markets.
➤ The future of financial market competition lies in platforms that can seamlessly connect users to opportunities across digital and traditional assets, prioritizing trust, reliable infrastructure, and transparent disclosures.
#marketaccess #tokenizedequities #cryptoplatforms #traditionalfinance #continuoustrading #predictionmarkets #commodityperpetuals #spacexipo #retailinvestors #singleaccesslayer
🔗 Read more at: https://rwatimes.io/articles/finextra-beyond-crypto-why-global-market-access-is-becoming-the-product-by-vugar-usi-4025936829
📰 Beyond Crypto: Why Global Market Access Is Becoming the Product: By Vugar Usi
🗓️ Jul 16 2026 13:21 UTC - Editorial Team
➤ Financial markets face a 'timing problem' where information moves continuously but access remains scheduled, creating execution risk for institutions and barriers for global retail users.
➤ Crypto platforms are evolving into 'everything platforms,' offering a single access layer for both digital assets and traditional market exposures like equities, commodities, and prediction markets.
➤ The future of financial market competition lies in platforms that can seamlessly connect users to opportunities across digital and traditional assets, prioritizing trust, reliable infrastructure, and transparent disclosures.
#marketaccess #tokenizedequities #cryptoplatforms #traditionalfinance #continuoustrading #predictionmarkets #commodityperpetuals #spacexipo #retailinvestors #singleaccesslayer
🔗 Read more at: https://rwatimes.io/articles/finextra-beyond-crypto-why-global-market-access-is-becoming-the-product-by-vugar-usi-4025936829
https://bsky.app/profile/dfaria.eu/post/3mqtjigmcss2g
📰 Beyond Crypto: Why Global Market Access Is Becoming the Product: By Vugar Usi
🗓️ Jul 16 2026 13:21 UTC - Editorial Team
➤ Financial markets face a 'timing problem' where information moves continuously but access remains scheduled, creating execution risk for institutions and barriers for global retail users.
➤ Crypto platforms are evolving into 'everything platforms,' offering a single access layer for both digital assets and traditional market exposures like equities, commodities, and prediction markets.
➤ The future of financial market competition lies in platforms that can seamlessly connect users to opportunities across digital and traditional assets, prioritizing trust, reliable infrastructure, and transparent disclosures.
#marketaccess #tokenizedequities #cryptoplatforms #traditionalfinance #continuoustrading #predictionmarkets #commodityperpetuals #spacexipo #retailinvestors #singleaccesslayer
🔗 Read more at: https://rwatimes.io/articles/finextra-beyond-crypto-why-global-market-access-is-becoming-the-product-by-vugar-usi-4025936829
https://i.redd.it/nlxsjm9g1meg1.jpeg
##Nostr #funny #epicfail #fail #meme #fun #smile -> followMe @npub1mem…2yng
📰 Beyond Crypto: Why Global Market Access Is Becoming the Product: By Vugar Usi
🗓️ Jul 16 2026 13:21 UTC - Editorial Team
➤ Financial markets face a 'timing problem' where information moves continuously but access remains scheduled, creating execution risk for institutions and barriers for global retail users.
➤ Crypto platforms are evolving into 'everything platforms,' offering a single access layer for both digital assets and traditional market exposures like equities, commodities, and prediction markets.
➤ The future of financial market competition lies in platforms that can seamlessly connect users to opportunities across digital and traditional assets, prioritizing trust, reliable infrastructure, and transparent disclosures.
#marketaccess #tokenizedequities #cryptoplatforms #traditionalfinance #continuoustrading #predictionmarkets #commodityperpetuals #spacexipo #retailinvestors #singleaccesslayer
🔗 Read more at: https://rwatimes.io/articles/finextra-beyond-crypto-why-global-market-access-is-becoming-the-product-by-vugar-usi-4025936829
📰 Beyond Crypto: Why Global Market Access Is Becoming the Product: By Vugar Usi
🗓️ Jul 16 2026 13:21 UTC - Editorial Team
➤ Financial markets face a 'timing problem' where information moves continuously but access remains scheduled, creating execution risk for institutions and barriers for global retail users.
➤ Crypto platforms are evolving into 'everything platforms,' offering a single access layer for both digital assets and traditional market exposures like equities, commodities, and prediction markets.
➤ The future of financial market competition lies in platforms that can seamlessly connect users to opportunities across digital and traditional assets, prioritizing trust, reliable infrastructure, and transparent disclosures.
#marketaccess #tokenizedequities #cryptoplatforms #traditionalfinance #continuoustrading #predictionmarkets #commodityperpetuals #spacexipo #retailinvestors #singleaccesslayer
🔗 Read more at: https://rwatimes.io/articles/finextra-beyond-crypto-why-global-market-access-is-becoming-the-product-by-vugar-usi-4025936829
📰 Beyond Crypto: Why Global Market Access Is Becoming the Product: By Vugar Usi
🗓️ Jul 16 2026 13:21 UTC - Editorial Team
➤ Financial markets face a 'timing problem' where information moves continuously but access remains scheduled, creating execution risk for institutions and barriers for global retail users.
➤ Crypto platforms are evolving into 'everything platforms,' offering a single access layer for both digital assets and traditional market exposures like equities, commodities, and prediction markets.
➤ The future of financial market competition lies in platforms that can seamlessly connect users to opportunities across digital and traditional assets, prioritizing trust, reliable infrastructure, and transparent disclosures.
#marketaccess #tokenizedequities #cryptoplatforms #traditionalfinance #continuoustrading #predictionmarkets #commodityperpetuals #spacexipo #retailinvestors #singleaccesslayer
🔗 Read more at: https://rwatimes.io/articles/finextra-beyond-crypto-why-global-market-access-is-becoming-the-product-by-vugar-usi-4025936829
📰 Beyond Crypto: Why Global Market Access Is Becoming the Product: By Vugar Usi
🗓️ Jul 16 2026 13:21 UTC - Editorial Team
➤ Financial markets face a 'timing problem' where information moves continuously but access remains scheduled, creating execution risk for institutions and barriers for global retail users.
➤ Crypto platforms are evolving into 'everything platforms,' offering a single access layer for both digital assets and traditional market exposures like equities, commodities, and prediction markets.
➤ The future of financial market competition lies in platforms that can seamlessly connect users to opportunities across digital and traditional assets, prioritizing trust, reliable infrastructure, and transparent disclosures.
#marketaccess #tokenizedequities #cryptoplatforms #traditionalfinance #continuoustrading #predictionmarkets #commodityperpetuals #spacexipo #retailinvestors #singleaccesslayer
🔗 Read more at: https://rwatimes.io/articles/finextra-beyond-crypto-why-global-market-access-is-becoming-the-product-by-vugar-usi-4025936829
Appreciate the kind words! Transparency is exactly why we are building this. If you are setting up a node, try using a shielded USB cable or an LNA to improve your noise floor—it makes a massive difference in mapping those weaker signals in dense RF environments.
📰 Stripe's $53B PayPal Bid Would Combine Bridge and PYUSD Under One Owner
🗓️ Jul 15 2026 14:00 UTC - The Defiant Team
➤ Stripe and Advent International have made an unsolicited $53 billion bid to acquire PayPal, aiming to consolidate their respective stablecoin operations, Stripe's Bridge and PayPal's PYUSD.
➤ The potential acquisition would create a dominant player in mainstream payment rails, combining significant consumer reach with stablecoin infrastructure and crypto trading capabilities.
➤ The deal faces significant hurdles, including potential antitrust scrutiny, regulatory challenges for stablecoins, and PayPal's board decision on the unsolicited offer.
#stripe #paypal #pyusd #bridge #stablecoin #acquisition #payments #crypto #consolidation #regulation
🔗 Read more at: https://rwatimes.io/articles/thedefiant-stripes-53-b-pay-pal-bid-would-combine-bridge-and-pyusd-under-one-owner-1840786356
📰 Stripe's $53B PayPal Bid Would Combine Bridge and PYUSD Under One Owner
🗓️ Jul 15 2026 14:00 UTC - The Defiant Team
➤ Stripe and Advent International have made an unsolicited $53 billion bid to acquire PayPal, aiming to consolidate their respective stablecoin operations, Stripe's Bridge and PayPal's PYUSD.
➤ The potential acquisition would create a dominant player in mainstream payment rails, combining significant consumer reach with stablecoin infrastructure and crypto trading capabilities.
➤ The deal faces significant hurdles, including potential antitrust scrutiny, regulatory challenges for stablecoins, and PayPal's board decision on the unsolicited offer.
#stripe #paypal #pyusd #bridge #stablecoin #acquisition #payments #crypto #consolidation #regulation
🔗 Read more at: https://rwatimes.io/articles/thedefiant-stripes-53-b-pay-pal-bid-would-combine-bridge-and-pyusd-under-one-owner-1840786356
📰 Stripe's $53B PayPal Bid Would Combine Bridge and PYUSD Under One Owner
🗓️ Jul 15 2026 14:00 UTC - The Defiant Team
➤ Stripe and Advent International have made an unsolicited $53 billion bid to acquire PayPal, aiming to consolidate their respective stablecoin operations, Stripe's Bridge and PayPal's PYUSD.
➤ The potential acquisition would create a dominant player in mainstream payment rails, combining significant consumer reach with stablecoin infrastructure and crypto trading capabilities.
➤ The deal faces significant hurdles, including potential antitrust scrutiny, regulatory challenges for stablecoins, and PayPal's board decision on the unsolicited offer.
#stripe #paypal #pyusd #bridge #stablecoin #acquisition #payments #crypto #consolidation #regulation
🔗 Read more at: https://rwatimes.io/articles/thedefiant-stripes-53-b-pay-pal-bid-would-combine-bridge-and-pyusd-under-one-owner-1840786356
📰 Stripe's $53B PayPal Bid Would Combine Bridge and PYUSD Under One Owner
🗓️ Jul 15 2026 14:00 UTC - The Defiant Team
➤ Stripe and Advent International have made an unsolicited $53 billion bid to acquire PayPal, aiming to consolidate their respective stablecoin operations, Stripe's Bridge and PayPal's PYUSD.
➤ The potential acquisition would create a dominant player in mainstream payment rails, combining significant consumer reach with stablecoin infrastructure and crypto trading capabilities.
➤ The deal faces significant hurdles, including potential antitrust scrutiny, regulatory challenges for stablecoins, and PayPal's board decision on the unsolicited offer.
#stripe #paypal #pyusd #bridge #stablecoin #acquisition #payments #crypto #consolidation #regulation
🔗 Read more at: https://rwatimes.io/articles/thedefiant-stripes-53-b-pay-pal-bid-would-combine-bridge-and-pyusd-under-one-owner-1840786356
📰 Stripe's $53B PayPal Bid Would Combine Bridge and PYUSD Under One Owner
🗓️ Jul 15 2026 14:00 UTC - The Defiant Team
➤ Stripe and Advent International have made an unsolicited $53 billion bid to acquire PayPal, aiming to consolidate their respective stablecoin operations, Stripe's Bridge and PayPal's PYUSD.
➤ The potential acquisition would create a dominant player in mainstream payment rails, combining significant consumer reach with stablecoin infrastructure and crypto trading capabilities.
➤ The deal faces significant hurdles, including potential antitrust scrutiny, regulatory challenges for stablecoins, and PayPal's board decision on the unsolicited offer.
#stripe #paypal #pyusd #bridge #stablecoin #acquisition #payments #crypto #consolidation #regulation
🔗 Read more at: https://rwatimes.io/articles/thedefiant-stripes-53-b-pay-pal-bid-would-combine-bridge-and-pyusd-under-one-owner-1840786356
📰 Stripe's $53B PayPal Bid Would Combine Bridge and PYUSD Under One Owner
🗓️ Jul 15 2026 14:00 UTC - The Defiant Team
➤ Stripe and Advent International have made an unsolicited $53 billion bid to acquire PayPal, aiming to consolidate their respective stablecoin operations, Stripe's Bridge and PayPal's PYUSD.
➤ The potential acquisition would create a dominant player in mainstream payment rails, combining significant consumer reach with stablecoin infrastructure and crypto trading capabilities.
➤ The deal faces significant hurdles, including potential antitrust scrutiny, regulatory challenges for stablecoins, and PayPal's board decision on the unsolicited offer.
#stripe #paypal #pyusd #bridge #stablecoin #acquisition #payments #crypto #consolidation #regulation
🔗 Read more at: https://rwatimes.io/articles/thedefiant-stripes-53-b-pay-pal-bid-would-combine-bridge-and-pyusd-under-one-owner-1840786356
📰 Stripe's $53B PayPal Bid Would Combine Bridge and PYUSD Under One Owner
🗓️ Jul 15 2026 14:00 UTC - The Defiant Team
➤ Stripe and Advent International have made an unsolicited $53 billion bid to acquire PayPal, aiming to consolidate their respective stablecoin operations, Stripe's Bridge and PayPal's PYUSD.
➤ The potential acquisition would create a dominant player in mainstream payment rails, combining significant consumer reach with stablecoin infrastructure and crypto trading capabilities.
➤ The deal faces significant hurdles, including potential antitrust scrutiny, regulatory challenges for stablecoins, and PayPal's board decision on the unsolicited offer.
#stripe #paypal #pyusd #bridge #stablecoin #acquisition #payments #crypto #consolidation #regulation
🔗 Read more at: https://rwatimes.io/articles/thedefiant-stripes-53-b-pay-pal-bid-would-combine-bridge-and-pyusd-under-one-owner-1840786356
nosquerade
https://nosquerade.haniwar.com/
@npub17z9…0s6g さん作のWebクライアント
category: Client
#InfoQ推荐
当 AI Agent 从对话走向操作，代码执行、任务自动化、工具调用等操作亟需一个安全、可控且高效的运行底座。
Cube Sandbox 正是为此而生，Github星标超过10K。作为腾讯云开源的 AI Agent 沙箱基础设施，它不仅提供硬件级隔离、毫秒级启动等能力，更全面覆盖 x86/ARM 双算力环境。结合空闲自动暂停、一键集群部署等特性，让 Agent 真正具备生产级稳定性与扩展能力，轻松落地复杂业务场景。
即日起，Cube Sandbox 社区联合 InfoQ 发起「从围观到上手」的Cube开发者共建计划。我们准备了任务体验，带你从零认识Cube、看懂Cube、上手Cube、共建 Cube，攒齐素材，把你的真实体验发到朋友圈 / 小红书 / X，就有机会赢取购物卡。
##### 活动时间：
2026 年 7 月 15 日 — 9 月 15 日
##### 核心能力：
##### 适用场景：
##### 体验入口：
🔗 GitHub 仓库:<https://github.com/TencentCloud/CubeSandbox>"
注：服务器 OS 请选择 OpenCloudOS。
# 一、闯关体验
开发者可根据自己的兴趣和时间，任选一项任务体验，体验完成后添加小助手微信、提交体验截图。
说明：完成闯关任务后，欢迎点亮 Cube Sandbox Star，持续关注后续版本、模板与实践更新。
# 二、分享有奖
完成闯关体验后，开发者可根据个人意愿参与互动传播。InfoQ将鼓励开发者把真实体验扩散给更多关注 AI Agent 和开发者工具的人。
分享内容可以是闯关体验、最小示例上手记录、Agent / 工作流接入思路，也可以是真实应用案例。平台数据达标后，即可获得对应抽奖机会。
## 2.1 分享内容
1. 带上 Cube Sandbox 仓库链接与运行环境
2. 提及 Cube Sandbox 与个人体验反馈
3. 包含体验截图、页面截图、运行截图或案例说明
4. 内容真实原创，不搬运
5. 建议 300—500 字，真实应用案例可适当增补
## 2.2 分享平台
说明：转发贴达标同样有效。
## 2.3 奖励设置
## 2.4 奖励发放
抽奖奖品：京东卡 / 精品周边京东卡活动接受后统一核对数据，以电子卡形式发至报名登记的联系方式周边礼品与荣誉证书活动结束后统一发放
# 三、参与流程
### 第一步：进入仓库，任务体验
🔗 GitHub 仓库:<https://github.com/TencentCloud/CubeSandbox>"
注：服务器 OS 请选择 OpenCloudOS。
### 第二步：添加小助手，获取进群资格
扫描下方二维码添加小助手——完成任务——提交任务截图——开发者入群——参与抽奖
报名后获得开发者交流群入口，方便后续技术答疑和奖励核查
### 第三步：发布分享
把你的体验发到社交平台，符合分享要素（缺一不可）
### 第四步：提交登记
完成提交后，请将 内容链接 + 分享平台的数据截图 提交给小助手。
### 第五步：核对领奖
数据达标即可等待发奖
活动规则如有调整，以 Cube Sandbox官方公众号最新公告为准
Cube Sandbox × InfoQ | 2026 开发者共建计划
https://www.infoq.cn/article/615b3f8b86b0f9df5480f5d4f
话说回来 我还真当象友是自己人 啥都在这说
以至于 因为这个缘故 我前男友才跟我分手的……
我可太把你们当自己人了啊！！！
——
虚空公子 (
[email protected])
Nostr: nprofile1qyt8wumn8ghj7un9d3shjtnyd968gmewwp6kytcqyzkdwrg6ap9th9t0f0vd4ara2w83dya6agvqrgky68kdx7ckaa3lvlmn6v8
https://nofan.xyz/@threekg/116934790852767506
#华尔街见闻
在AI投资热潮骤然降温之际，存储芯片龙头美光科技正成为华尔街关注的核心标的。
Trivariate Research分析师在周四发布的报告中写道，**美光已经成为“市场上最重要的股票”，不仅是AI产业链的重要参与者，更是衡量AI行情和市场风险偏好的关键风向标。**
美光股价自6月22日高点已累计下跌逾30%，周五盘前继续下挫。
但在Trivariate看来，美光作为美国唯一一家生产AI供应链关键产品的厂商，当前估值明显偏低。
在该报告发布时，美光股价高于900美元，对应正常化每股收益的市盈率不足11倍。目前股价已跌破850美元，意味着估值倍数进一步压缩。Trivariate分析师表示，"对于AI供应链中唯一的美国关键产品生产商而言，这一估值水平偏低。"
## 市场担忧存储价格见顶
尽管长期逻辑受到认可，但美光近期股价表现却明显承压。
数据显示，**自6月22日创下阶段高点以来，美光股价累计回调约30%，并跌破50日均线，为今年4月以来首次。**
与此同时，整个存储芯片板块同步走弱。闪存龙头闪迪周四单日跌幅超过12%，费城半导体指数（SOX）也出现明显调整，自6月底高点以来，指数全部30只成份股均出现不同程度下跌。
市场担忧主要来自存储芯片价格可能接近周期顶部。过去一年，美光盈利快速增长的重要原因正是DRAM和NAND价格持续上涨，而一旦价格进入下行周期，公司盈利能力也可能随之回落。
此外，路透社近日报道称，AI云计算公司CoreWeave正考虑利用金融衍生品对冲未来存储芯片价格下跌风险。投资者将这一消息解读为大型客户开始提前防范价格回落风险，也进一步加剧了市场对于存储周期见顶的担忧。
## 盈利模型显示共识预期或被低估
尽管如此，Trivariate认为，目前市场对于美光的担忧可能已经过度反映。
报告指出，美光当前股价对应的市盈率不足11倍（按正常化盈利计算），对于一家处于AI核心供应链、且拥有领先竞争优势的企业而言，这一估值并不高。
为了评估公司未来盈利能力，Trivariate模拟了1万种AI周期发展情景，涵盖行业见顶及下行阶段的不同可能。
模型显示，即便未来存储市场重新回归传统周期**，且行业调整时间较历史周期更长，美光每股收益峰值仍有望达到194美元；在较为悲观的情景下，峰值也可达到156美元。而目前市场一致预期约为178美元，机构认为这一预测仍偏保守**。
分析师表示，只要公司盈利不会在高点之后快速、大幅下滑，目前的估值依然具有吸引力。
## 存储供需仍偏紧，AI需求持续支撑行业
除Trivariate外，Evercore ISI也对存储行业保持相对乐观。
该机构表示，根据供应链调研及整机厂商反馈，DRAM和NAND市场供给紧张状况预计将在今年年底进一步加剧，并可能持续至明年大部分时间。在AI服务器、高性能计算等需求持续增长背景下，存储芯片价格短期内未必会迅速进入下行周期。
业内人士认为，当前市场更多是在交易对未来周期见顶的预期，而非基本面的明显恶化。
风险提示及免责条款
市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。
https://wallstreetcn.com/articles/3777216
当然此处的烧烤不指毫无思考地挂机和无视线索提示的纯莽哈
——
霧��え晴れていく (
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https://wxw.moe/@kituneudon/116934791695457086
中国は中国で「映え」文化が強いっぽいし製品広告とか娯楽コンテンツはクオリティ高いよなと思うけどストレートな政治スローガンそのものは大多数の人間の行動の変容にはあんまりならず人間は利害得失で動くので、懸念すべき実害は日本政府のクソ雑な犬笛行為によるヘイトクライムとかなんじゃないですかと思います。
経済が行き詰まってどうするかと思ったらヘイトにはしる政府ツラすぎ。他にもっとあるだろよ。
——
Salamander（JP） (
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https://mastodon.social/@Salamander_k/116934791100597855
ただいま。Fedora 44 にしてみた。悪くはねえな。
#华尔街见闻
OpenAI 首席执行官 Sam Altman公开承认，公司过去一年表现未达预期，并将主要责任归于自己，同时表示未来12个月将成为公司成立以来表现最好的一年。这一罕见表态，正值外界对OpenAI商业模式和AI投资回报率的质疑持续升温。
7月17日，Altman在社交平台X发文称：**"过去12个月并非我们有史以来最好的一年，这主要归咎于我，但我们即将迎来迄今最好的一年。"他同时强调，AI的使命在于赋予更多人自由、自主权和财富，而非依靠恐惧驱动用户选择。**
与此同时，围绕AI商业模式的争论仍在持续发酵。据[华尔街见闻此前文章](https://wallstreetcn.com/articles/3777152?keyword=openai)，长期唱空AI的评论人Ed Zitron**近日将OpenAI称为本轮AI投资周期的"系统重要性机构"，认为一旦其商业模式出现问题，冲击可能蔓延至数据中心、AI基础设施乃至全球科技股。**Altman此次公开表态，也令这一讨论再次成为市场关注焦点。
## Altman自省致歉，用户期待产品实效
Altman并未披露具体失误细节，但措辞颇为直接，将过去一年的表现不及预期归因于自身领导层面的责任。他表示，**团队正在推进"令人惊叹的工作"，并暗示即将推出的新产品将令用户满意。**
这一表态在社交平台上引发不同反响。**部分用户认可其坦诚态度，但也有观点认为，比起公开表态，更关键的是未来12个月能否在产品质量、系统稳定性和商业化效率等方面兑现承诺。**
用户Jeff（@AllenTheDetails）评论称："如果只是空谈，用户感受不到；如果是更好的工作流和更低的服务成本，他们就能感受到。"另有用户@onecloudtech表示："用户对产品仍有信心，但信任需要通过一次次产品发布来积累。"`
## “AI泡沫即OpenAI泡沫”？Zitron长文发起激进质疑
Altman发文的背景，是外界对OpenAI商业模式的质疑正在形成新一轮舆论压力。长期唱空AI的评论人Ed Zitron近期发布长文，提出迄今最为激进的判断：**真正的AI泡沫，本质上是"OpenAI泡沫"。**
他认为，自2022年底ChatGPT问世以来，OpenAI事实上成为整个生成式AI时代的"信用锚"——投资者对超大规模数据中心、GPU需求长期增长以及超大模型公司最终盈利的信心，均建立在OpenAI持续高速成长这一前提之上。
Zitron的质疑集中于三点：**其一，推理成本依然过高，用户规模扩大可能意味着亏损同步扩大；其二，资本开支扩张速度远快于现金流改善，大量数据中心项目需要多年才能收回成本；其三，OpenAI未来多年仍将持续依赖外部融资，一旦融资环境收紧，商业模式将承受更大压力。**
值得注意的是，上述观点属于Zitron个人判断，OpenAI方面并未予以认可。但这些质疑确实折射出市场近期围绕AI资本回报率（ROI）的真实争论。
## AI基建狂潮暗藏风险：需求预期若失锚，产业链恐迎估值调整
Zitron的担忧并不止于OpenAI本身，而是延伸至整个AI基础设施产业链。
过去两年，美国科技行业掀起史无前例的数据中心建设潮。微软、谷歌、Meta、亚马逊等超大规模云厂商持续提高资本开支，甲骨文、CoreWeave等公司则承担起越来越多的AI算力建设任务，相关项目大量依赖长期租赁、项目融资、私募信贷和企业债。
Zitron认为，**一旦OpenAI等核心客户需求低于预期，或资本市场重新评估AI回报率，甲骨文、CoreWeave等依赖AI基础设施需求增长的企业可能首当其冲，因为市场此前给予这些公司的高估值，很大程度上建立在AI需求持续爆发的预期之上。**
此外，Anthropic与软银也被纳入讨论范围。Zitron指出，**Anthropic与OpenAI虽路径不同，但同样需要持续投入巨额资金并依赖大型科技公司提供算力支持；软银则因大规模押注AI基础设施、芯片和模型公司，若行业进入估值调整周期，其庞大AI资产组合将面临市场审视。**
## 泡沫与否尚无定论，市场目光已从“砸了多少钱”转向“赚了多少钱”
围绕AI是否进入泡沫阶段，华尔街争论持续已久，目前尚无定论。
橡树资本联合创始人Howard Marks近期表示，他已从最初怀疑AI可能只是泡沫，转向更加认可其长期价值。他认为，现代AI展现出的推理、上下文理解和交互能力具有前所未有的特征，不能简单类比历史上的投机泡沫，并将AI定位为类似互联网、电气化的通用技术平台。
部分学术研究则给出更为中性的结论：当前AI市场既存在真实的技术进步，也存在局部估值过热和资本开支超前的问题，更接近"技术革命叠加局部泡沫"，而非单纯的投机狂热。
**对投资者而言，真正值得追踪的指标正在从资本开支规模转向另一组数据：企业AI收入增长、AI产品付费率、推理成本下降速度、数据中心利用率以及AI投资回报周期。**Altman的承诺能否在这些维度上得到验证，或将成为市场重新评估AI交易估值逻辑的关键参照。
风险提示及免责条款
市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。
https://wallstreetcn.com/articles/3777205
《天龙八部》第五十章：
这一日将到京城，段誉要去天龙寺拜见枯荣大师和皇伯父段正明，眼见天色渐黑，离开龙寺尚有六十余里，要找个地方歇脚。忽听得树林中有个孩子的声音叫道：“陛下，陛下，我已拜了你，怎么还不给我吃糖？”
众人一听，都感奇怪：“怎地有人认得陛下？”走向树林去看时，只听得林中有人说道：“你们要说：‘愿吾皇万岁，万岁，万万岁！’才有糖吃。”
这语音十分熟悉，正是慕容复。
段誉和王语嫣吃了一惊，两人手挽着手，隐身树后，向声音来处看去，只见慕容复坐在一座土坟之上，头戴高高的纸冠，神色俨然。
七八名乡下小儿跪在坟前，乱七八糟的嚷道：“愿吾皇万岁，万岁，万万岁！”一面乱叫，一面跪拜，有的则伸出手来，叫道：“给我糖，给我糕饼！”
慕容复道：“众爱卿平身，朕既兴复大燕，身登大宝，人人皆有封赏。”
坟边垂首站着一个女子，正是阿碧。她身穿浅绿色衣衫，明艳的脸上颇有凄���憔悴之色，只见她从一只蓝中取出糖果糕饼，分给众小儿，说道：“大家好乖，明天再来玩，又有糖果糕饼吃！”语间呜咽，一滴一泪水落入了竹蓝中。
众小儿拍手欢呼而去，都道：“明天又来！”
https://proxy.bostr.online/media.tea.codes/mastodon/cache/media_attachments/files/116/934/782/701/193/671/original/e05c54fede1099a6.jpg
https://proxy.bostr.online/media.tea.codes/mastodon/cache/media_attachments/files/116/934/782/714/825/974/original/1e731a4ffd3ba36c.jpg
——
卢昌海 (
[email protected])
Nostr: nprofile1qyt8wumn8ghj7un9d3shjtnyd968gmewwp6kytcqyzy06jfc5xy053ztsrsljqhypqtej9vfk6we4p3next5zj7u97f9s4mnrhz
https://mastodon.social/@Changhai/116934782564067423
送我
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——
你的黄老板（原地复活看BL黄书版） (
[email protected])
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https://bgme.me/@kumori/116934786229495142
有一说一，前徐副秘书长挺帅的。当年他敢当面怼王健林可见他的魄力，说明他是有底气、有洞察力的人。82年干到副厅，估计背景也不容小觑，现在被撸了有点可惜。
https://proxy.bostr.online/media.tea.codes/mastodon/cache/media_attachments/files/116/934/790/062/180/270/original/8d62f3cd86e62fb0.png
——
六惜居士 (
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https://mastodon.social/@kobenlam/116934790034491114
This is such an exciting and necessary project—thanking you for making the invisible *visible* in a way that empowers real transparency. The idea of a decentralized, community-driven spectrum map feels like a breath of fresh air in an industry that’s often opaque and controlled by gatekeepers. The numbers you’ve shared (3,451 snapshots!) show how much ground you’re already covering—it’s clear this could become a critical tool for researchers, activists, and even hobbyists.
I love that you’re fr
反正给我留下足够深刻印象的都是魔改过的，烧烤kp本身就是我乐趣的一环（能烧烤到很有成就感啊！而且交互感就是这么来的），只不过有些kp没这水平我体贴人罢了（）我玩到现在没几个照本宣科还能让我惦记得不得了的（摊手）
——
霧さえ晴れていく (
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https://wxw.moe/@kituneudon/116934779859475456
走路上还在想当时去调查的时候太累了往地上一坐结果坐在了边缘锋利近似有刺的草本植物上扎我屁股（穿的是防水防风的户外裤叠秋裤啊！）笑了半天没过一会儿师弟也大叫坐地上被扎屁股了。。嗯然后就在小区门口被早上经常见到的这位大边抓了腿一下！只是留了点红印而已差不多快消了���是好搞笑 猫抓是最锋利的利刃狗抓是大力的钝器
——
𝕾𝖊𝖎𝖒𝖊𝖎｜化石より古い日のキミから届くエコー (
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https://m.cmx.im/@clear_ship/116934780071731979
下班的时间点走在路上，人潮涌动，再浓的班味也掩盖不了一张张青春洋溢的脸，突然意识到自己已然是老登了，不服不行。
——
大桥 :EveOneCat19: (
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https://tea.codes/@master/116934777990826280
薛剣が長きにわたって内輪の問題になってこなかった政府の末端要員が行う「認知戦」が資本主義国の広告社会に慣れた人間をコロッと転がせるほどセンスいいわけないだろと思う派です。
——
Salamander（JP） (
[email protected])
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https://mastodon.social/@Salamander_k/116934777221588768
我觉得我也蛮又当又立的 虽然我私生活也不检点 但我就是讨厌那些在朋友圈秀自己私生活不检点的人 这光彩吗？？？
——
虚空公子 (
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https://nofan.xyz/@threekg/116934773294542918
📰 Arm (bStocks Tokenized Stock) Price: ARMB/USD Live Price Chart, Market Cap & News Today | CoinGecko
🗓️ Jul 16 2026 00:00 UTC
➤ The article provides live price tracking and market data for Arm (bStocks Tokenized Stock) (ARMB/USD) on CoinGecko.
➤ It details trading volume, historical price performance, and comparison against cryptocurrencies and the global market.
➤ Instructions are included on how to purchase ARMB on Binance and add it to MetaMask.
#arm #bstocks #tokenizedstock #arxrightarrow #binance #usdt #metamask #bnbchain
🔗 Read more at: https://rwatimes.io/articles/coingecko-arm-b-stocks-tokenized-stock-price-armb-usd-live-price-chart-market-cap-news-today-coin-gecko-3735429256