Leopold’s latest holdings show that Micron and SanDisk are the largest long positions
In Leopold’s latest holdings, SanDisk and Micron account for 28%and 27.5%, respectively, and he has liquidated Nvidia,AMD and other put options.
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Connect scattered updates into a story you can understand.
In Leopold’s latest holdings, SanDisk and Micron account for 28%and 27.5%, respectively, and he has liquidated Nvidia,AMD and other put options.
A BlackRock report titled “The Machine-Native Economy” states that AI agent payments may drive the adoption of stablecoins and programmable settlement infrastructure, while rights to use computing power may also be tokenized.
PANews cited a Crypto.news report, stating that Bitcoin's 7 average daily hashrate September 26 fell to 915.8 EH/s, marking a 3 weekly low; the report said some mining companies shifted to AI contracts, while Ethiopia also reduced power supply to some miners.
AJ Scaramucci announced Solari Capital the end of its stealth mode. The firm said it has deployed approximately since its establishment, 350000000 USD covering AI, computing power, computational biology, space, energy, semiconductors, robotics, and blockchain infrastructure.
The report said that Jensen Huang rebutted AI arguments that it could get out of control in an interview with The New York Times, advocating the management of risk through isolation, sandboxing, and a higher proportion of safety validation, and sharing views on computing power, open source, and energy demand.
BlackRock's Digital Assets Research team released “The Machine-Native Economy,” discussing AI agent payments, stablecoin settlement, and the on-chain tokenization of computing power.
Musk reportedly said in a CCTV Finance interview that China’s AI models perform near the global forefront per unit of computing power, and predicted that China could close the computing power gap through lithography and chip manufacturing within two to 3 years.
Arthur Hayes published an article stating that AI Cooling demand for computing power could expose debt risks in the data center and insurance industries, and theorized that the U.S. government would ultimately respond by expanding liquidity.
CryptoQuant data shows that the Bitcoin network hash rate has ended its recent decline and resumed rising, indicating a partial recovery in miner activity.
Cointime summarizes 12 items, covering China’s Cybersecurity Week, the global AI Ethics Forum, computing power networks, financial AI standards, Sweden’s election, and Trump’s planned declassification of files, among other topics.