Maher arslan Shani

【US Chip 'Release' Record: The Tai Chi and Abacus of the Chinese Market】

US: "The latest AI chip, go ahead and use it!"
China: "Oh? Just leave it there, I'm currently simmering 'Chinese chips' in my own pot."

—— As Trump loosens restrictions on NVIDIA H200, Chinese manufacturers are eagerly watching while quietly increasing their chip fund by 500 billion. Alibaba and ByteDance secretly messaged Nvidia: "Bro, can you hold two boxes for us?"

But Beijing knows better:
1️⃣ Domestic chips have just learned to walk; suddenly throwing in imported running shoes—should we help or trip them?
2️⃣ What if it tastes good, and then we get 'cut off'? We're familiar with this sugar-coated shell drama!

Thus, the situation turns into:
✅ Enterprise side: Drooling on the keyboard, computing power is truly appealing!
✅ National side: Calmly brewing tea, stuffing domestic chips with 'nutritional meals'.

(Netizens harshly commented: "Is this selling chips? It's selling gym memberships—let you train, but you can only come to my gym!")

After all, in the past two years, domestic chips like Huawei Ascend and Cambricon have stood up; although they are two beats slower than H200, "our own kids need to be well-fed". As for Nvidia? Friends can be made, but the home court cannot be lost～

【Summary】
China: "I want chips, but I love independence even more. Or... will you sell while watching me develop?"

(US-China tech game side story: "How to Grow Your Own Rice Field While Eating Steak")

$BNB
{future}(BNBUSDT)
#ai #芯片

#ONDO‬⁩

Ondo Finance announced that its tokenized stock and ETF platform will go live on Solana in early 2026. Ondo stated that this is currently the largest tokenized stock and ETF platform, aimed at bringing Wall Street liquidity into the internet capital market, further promoting the circulation and trading of traditional financial assets on the chain.

The future value space of ONDO is still quite large, and after the large unlock in January or if Bitcoin falls to around 70,000, one can consider dollar-cost averaging into holding some.

Good night everyone

Recently, Zama has become very popular. At first, I only knew that it was focused on "privacy infrastructure". However, as I explored further into the FHE space, I realized that this is not just a narrative about privacy.

To put it simply:
FHE may currently be the only direction in on-chain privacy that balances "usability + verifiability".

In the past, privacy solutions generally fell into three categories: mixing coins (with significant compliance pressure), ZK (can prove but cannot compute directly), and off-chain computation with on-chain recording (high trust costs).
FHE, on the other hand, allows for direct computation while the data is fully encrypted—without decryption or exposure, and the results can still be verified. This is also why it is referred to as the pinnacle of cryptography, and in real applications like AI Agents, it is almost a necessity.

The core of Zama is focused on one thing:
To make FHE run faster, more stably, and more efficiently, which is the value of pure infrastructure.

As I continued to look into it, I also noticed Mind Network in the same space. Its token is directly called $FHE, but the approach is different from Zama—focusing more on what real problems FHE can solve. Interestingly, Zama is also one of the investors in Mind, indicating that the two are more like upstream and downstream partners rather than competitors.

A good analogy is:
Zama is like Intel, tackling the most fundamental computing power;
Mind Network is more like AWS/Apple, turning capabilities into genuinely usable products.

Especially in the direction of AI Agents, this difference will be increasingly magnified.

I would prefer to see Mind as:
One of the earliest teams seriously considering "applications + token economics" in the FHE space.

It may not immediately produce results, but it is on a path that is more realizable than a purely technical narrative.
In this direction, success or failure is not determined by a single K line.
If FHE truly explodes, the key will be who can first meet the real demand.

DYOR, but this direction is worth at least a serious look.
#FHE $FHE
{future}(FHEUSDT)

🧧The market is closed, but the mindset doesn't rest.
🔥This week, regardless of floating profits or losses, you are your own trader.

🚀Let's have a wave of red envelopes
✨May this little energy accompany you in deep thinking and prepare for next week.

🛫Relaxation is to return more clearly.
🌹Happy weekend, warriors.
#加密市场反弹 #bigbox

Thank you guys for your love and support 💖
Guys claim red packet from comments 👇
Claim fast fast 🧧

Have a good rest this weekend, wear something warm to avoid catching a cold.
A while ago, I let you buy a 40u sculpture.
Now you know how foresighted I was.

About sometimes the dealer's actions anticipate the rise and fall
You can observe the changes in contract positions and funding rates
For example, in the past few days' beat
During a wave of decline from noon to evening on the 12th
You can see that the contract positions have been decreasing
But the rate has gone from 0.something to -1.something
This indicates that the longs are reducing their positions, hence the continued decline
Then by midnight, the contract positions sharply increased again
The rate went back from -1.something to close to normal levels
Can you understand this?
To be honest, the rate went to -2 at the highest, indicating many shorts
But if the positions are decreasing at this time
It shows that the bulls are running, not that the bears are increasing
Understanding this logic makes it easier to judge the direction of longs and shorts
#美联储降息 #加密市场反弹
$BEAT
{future}(BEATUSDT)

Start a wonderful day!

When autumn comes on September eighth, after my flowers bloom, a hundred flowers will perish!

Wishing all partners abundant wealth and everything goes smoothly!

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