7.2 Trading Journal
The market is talking about the same thing today: Meta is selling compute power.
Zuckerberg announced that Meta will rent out its excess AI computing capacity as cloud service. META rose 7%, but the storage stocks were hit across the board—SNDK -9%, MU -7%, NBIS -13%. The logic isn’t complicated: Meta believes it can’t beat others on LLMs, so holding too much compute is less profitable than monetizing it through rentals.
This is a turning-point signal for the AI hardware investment narrative. Previously it was “buy GPUs with your eyes closed”; now investors have to re-run the numbers.
At the same time, CRCL -17%. Visa + Mastercard + BlackRock, together with more than 140 institutions, launched Open USD, directly taking a slice of Circle’s stablecoin pie. Compliant stablecoins are no longer a one-horse race; it’s becoming a multi-player scramble. A CRCL price of $64 is fundamentally unchanged from two months ago, when it was $140—the change is in market narrative.
On the AI front, Fable 5 has fully returned, and Anthropic has obtained a Commerce Department license to go back online. Sonnet 5 has also been released, with strong writing and reasoning capabilities. Andrew Ng talked about Loop Engineering—what AI agents will compete on in the future isn’t prompts, but a three-layer loop.
BNB Chain released an Agent SDK: AI agents can manage wallets, send transactions, and handle automatic payments. OKX also launched an Agent Marketplace, where agents can be listed to earn money.
Other news: The Trump family’s crypto income exceeds $1.4 billion (WLFI $800 million + TRUMP $635 million). CZ said BTC could reach $1 million by 2033. Edel Finance was hacked for $350,000. SlowMist detected an npm supply-chain attack targeting DeFi developers.
Five years of hardship, six years of ruin, seven years of reversal? First, just stay alive.
$BTC #Openclaw #AI #BNBChain #Stablecoin #Meta
The market is talking about the same thing today: Meta is selling compute power.
Zuckerberg announced that Meta will rent out its excess AI computing capacity as cloud service. META rose 7%, but the storage stocks were hit across the board—SNDK -9%, MU -7%, NBIS -13%. The logic isn’t complicated: Meta believes it can’t beat others on LLMs, so holding too much compute is less profitable than monetizing it through rentals.
This is a turning-point signal for the AI hardware investment narrative. Previously it was “buy GPUs with your eyes closed”; now investors have to re-run the numbers.
At the same time, CRCL -17%. Visa + Mastercard + BlackRock, together with more than 140 institutions, launched Open USD, directly taking a slice of Circle’s stablecoin pie. Compliant stablecoins are no longer a one-horse race; it’s becoming a multi-player scramble. A CRCL price of $64 is fundamentally unchanged from two months ago, when it was $140—the change is in market narrative.
On the AI front, Fable 5 has fully returned, and Anthropic has obtained a Commerce Department license to go back online. Sonnet 5 has also been released, with strong writing and reasoning capabilities. Andrew Ng talked about Loop Engineering—what AI agents will compete on in the future isn’t prompts, but a three-layer loop.
BNB Chain released an Agent SDK: AI agents can manage wallets, send transactions, and handle automatic payments. OKX also launched an Agent Marketplace, where agents can be listed to earn money.
Other news: The Trump family’s crypto income exceeds $1.4 billion (WLFI $800 million + TRUMP $635 million). CZ said BTC could reach $1 million by 2033. Edel Finance was hacked for $350,000. SlowMist detected an npm supply-chain attack targeting DeFi developers.
Five years of hardship, six years of ruin, seven years of reversal? First, just stay alive.
$BTC #Openclaw #AI #BNBChain #Stablecoin #Meta