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← @alvin0617

$HOOD

BULLISH2026-07-07
Price around the call
↑ 2026-07-07
By horizonMaturing · ~8 trading days to go
1d
✓ +0.5%
5d
✓ +0.5%
21d
…
Original post
alvin617.eth 🦇🔊 · 2026-07-07

這次山寨反彈的主線其實就是「美國關係」,從大家看到膩、依舊強勢的 $HYPE 到新一任美聯儲主席 Warsh 是投資人的 Lighter $LIT 以及這次相對強勢的美股 $HOOD 概念對我來說都是類似的,對於幣圈項目來說,下一個週期的基本面在於能否在美國市場站得住腳,有強而有力的 partner 或是影響力更加重要 雖然記憶體當前有很大的回撤,但這幾天各家巨頭都開始爭相投入生產自家晶片的消息也不斷說明 AI 時代的加速依然沒有減緩,中國 AI 生態正加速去 NVIDIA 化 對於整體產業來說也是結構性的利好,以幣圈先前炒作過的 ai agent 敘事來說,即使當前熱度有點減緩,但依然有很多團隊在這個方向上努力 @billions_ntwk 前陣子就與 NVIDIA、Dell、Qualcomm、AMD 等耳熟能詳的 AI 供應鏈要角在 AI Breakthrough Awards 2026 並列獲得「Best Use of AI in Identity Verification」獎項 Billions 當下也於推文同時宣布 Phase 2 即將展開,目前 Billions 比較特別的是提供「人類驗證」與「AI Agent 驗證(KYA)」兩套系統,能同時解決真人身份與 AI 代理的信任問題,當前市場也比較少團隊能做到 Agentic Payment 方面也開始和不同鏈進行合作了,蹲一個還沒爆發的機會 💡

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