Mr.Block58

Wow, @arena is made by someone from Taiwan?
Recently, the AI coding leaderboard is really worth watching 👀
But I think the focus is no longer on "who is number one."
What truly matters is: the top AI models are becoming less and less rare. 🧠⚡️
In the past, everyone thought AI would be a winner-takes-all game:
GPT-4 far ahead,
other models can only catch up.
But now, looking at leaderboards like Arena, the top models are getting more crowded. Claude, OpenAI, Google, GLM, Qwen, Kimi, and various open-source and closed-source models are all within the same capability range. The El

Assuming 1.1 trillion dollars ($1.1 Trillion):
💰 Spend 1 million dollars per day
→ Takes 3,014 years
💰 Spend 10 million dollars per day
→ Takes 301 years
💰 Spend 100 million dollars per day
→ Takes 30 years
💰 Spend 1 billion dollars per day
→ Also takes 3 years

Silver is also starting to feel a bit more real.

Tech stocks are now at the rocking zone, and the most exciting part is when they come down. 📉
As the old saying goes, take profit when appropriate, don't be too greedy.
We are currently near the peak of history, only one step away from the highest point of the 2000 internet bubble (44.19).
This is not just expensive, it's "expensive to the depths of the soul." Are you going to continue to hold on or quietly keep cash?
The chart shows the Shiller PE ratio (Shiller PE Ratio / CAPE Ratio)

Very soon, owning a personal AI supercomputer like NVIDIA’s DGX Spark will feel a lot like acquiring a high-quality horse centuries ago or a reliable car/scooter—a meaningful upfront investment that multiplies your reach, productivity, and optionality in transformative ways.

Next week’s AI stocks 👀
🚨 Trump’s latest blockbuster! On June 5, aboard Air Force One, he said firsthand that the U.S. government is studying “taking equity in leading AI companies,” calling it a “partnership with the American public”!
Next week, he will meet with AI executives. This concept was already discussed with OpenAI CEO Sam Altman as early as the beginning of 2025, and may adopt a voluntary equity model (similar to Intel’s previous 10% government stake).
Is AI becoming the United States’ “national strategic infrastructure”? How will this move reshape the global tech map? 🤖🇺�

Everyone is “trapped in positions”!
Currently, more than half of Bitcoin’s circulating supply is in an unrealized loss state, based on an indicator derived from on-chain data from Glassnode.
This “loss supply ratio” has historically closely matched every major bear market bottom, making it a classic signal of extreme market pessimism.
From the chart:
• The red area (Bitcoin supply in loss) expands significantly in 2026;
• The orange area (supply in profit) clearly shrinks;
• The yellow line is Bitcoin’s price, showing that it has continued to decline since the end of 2024, driving the pain ind

Computex Taipei
everyone so bullish