NVIDIA's latest financial report shows that its performance exceeded expectations, with significant rises in both revenue and net profit, reflecting the ongoing high demand for AI Computing Power. The new generation Blackwell platform will further drive revenue growth, while advancements in AI are also accelerating the development of optical module technology. China Mobile has released an AI foundation, which will empower the industry. Overall, the outlook for the Computing Power industry chain is optimistic.

According to Incrementum's latest annual report, gold is set to return to the mainstream due to geopolitical factors and economic restructuring, with an expected price of up to $8,900 by the end of 2030. The global Central Bank demand for gold and the depreciation of fiat currencies provide support for it, as gold is becoming a core asset for long-term investment.

The Bittensor project is controversial; although it claims to offer fair Mining, it is actually a centralized chain with an opaque governance structure, where internal personnel control a large amount of Tokens. The dTAO upgrade provides investors with an exit opportunity, but it undermines the original alignment of interests and the Token economic model. The privileges of validating Nodes have led the project party to lose motivation, putting the overall ecosystem in crisis.

Bitcoin and the Nasdaq index have recently shown a divergence in trends, with the Nasdaq reaching a new high while Bitcoin falls. Analysis shows that the two exhibit different correlations at different stages of the bull run. Historically, the duration of divergence has been short, with market liquidity and the macro environment jointly influencing prices. After adjustments, Bitcoin is expected to restore its positive correlation with U.S. stocks.

Ethena: The best choice for synthetic dollars in the on-chain encryption ecosystem.
As the footsteps of winter giving way to spring quicken, I would like to revisit an article I published a year ago titled "Dust on the Crust." In this article, I proposed how to create a fiat stablecoin that exists without relying on traditional banking systems and is supported by humans. My idea is to combine the perpetual futures contract positions of crypto bulls and bears to create a synthetic fiat currency unit. I named it "Nakadollar" because I envisioned using Bitcoin and the "perpetual" short futures contract of XBTUSD as a way to create synthetic dollars. At the end of the article, I promised to do my utmost to support a credible team to bring this idea to fruition.
The changes in a year are really significant. Guy is the founder of Ethena. Before creating Ethena, Guy worked at a company with a market value of 600