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[BitFan @BitFan5049]

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[BitFan @BitFan5049]

Serenity 表示，当前 AI 基础设施领域的基本面需求与市场估值出现极端背离。其称，从 SMCI 到 SPCX 相关企业的采购需求正在加速增长，但 AAOI 及托管数据中心服务商相关企业股价持续下跌。随着财报季结束，2026 年 10 月可能被视为类似 DeepSeek 冲击或 4 月关税引发市场调整时的布局窗口。

[Serenity @aleabitoreddit]

Divergence between fundamental demand and valuations are now at extreme levels.

You're seeing accelerating procurement from $SMCI to $SPCX vs. collapsing equity prices on $AAOI to colo players.

After ERs, I think Oct 2026 will be seen as a DeepSeek / April tariff opportunity

[BitFan @BitFan5049]

Solana 链上 Meme 币 Kimchi 上线 1 小时市值一度达到 4000 万美元，最新报 3871 万美元，成交额为 2370 万美元。X 平台用户 Kimchi（@kimchi1x）目前持有该代币总量的 75.32%。https://t.co/0DtxpOPy2I 联合创始人 alon 称，Kimchi 是首个真正跨越加密行业与流行文化鸿沟的人，并表示下一波用户将来自更广泛的大众群体。

[alon @a1lon9]

Kimchi is the first person to truly cross the chasm between crypto and pop culture; the first ever example of a trader becoming a celebrity.

He represents exactly where we’re heading: a massive social trading ecosystem that onboards retail and grows to 10x the size we were last cycle.

The next wave of users does not come from CT - it comes from the masses - and we're proud to have Kimchi help us set the creative direction that will pave us on the path to a 100x larger ecosystem.

[BitFan @BitFan5049]

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