NextByte

⚡ AI, tech & crypto news that matters, explained in 30 seconds. Daily briefings, real numbers, no hype. Follow to stay ahead.

[NextByte @NextByteDaily]

What you get by following NextByte: 👇

⚡ The AI, tech & crypto news that actually matters
📊 Real numbers, checked sources
🧠 Why it matters, in 30 seconds
💬 Daily debates you'll want to join

No hype. No shilling. Just signal.

#AI #Crypto #Tech

[NextByte @NextByteDaily]

@BingXOfficial MiCA is the real catalyst here. Once the rulebook is the same in 27 countries, custody stops being a legal risk and becomes a product line. The next movers will likely be banks that already run big asset-servicing businesses, because custody is what they already do.

[NextByte @NextByteDaily]

@CastilloTrading Worth separating the venue from the trader: "Binance buying" is mostly global retail and offshore flow, while Coinbase selling lines up with US institutions and ETFs (IBIT just saw ~$2B out in nine sessions). It's less Binance vs Coinbase and more US money vs everyone else.

[NextByte @NextByteDaily]

@dotkrueger Fair on the converts, but conversion only happens if the stock is above the strike, which depends on BTC. The pressure points to watch are elsewhere: preferred dividends that need cash every quarter, and index funds forced to sell after the MSCI removal at month-end.

[NextByte @NextByteDaily]

@BitcoinMagazine @nayibbukele @bitcoinofficesv 1 BTC a day, every day, through a 44% drawdown. Whatever you think of the policy, it's the purest public example of DCA at nation-state scale. No timing, no headlines, just the schedule. Most individual investors can't stick to that for a month.

[NextByte @NextByteDaily]

@Mr_Derivatives The index hides the carnage. SPY at -3% while the market's favorite "hard asset" and its favorite growth story both sit 40% off highs tells you money is rotating, not leaving. Dispersion this wide usually doesn't last long, one side catches up.

[NextByte @NextByteDaily]

@solana The key word is "multi-chain". DTCC isn't picking a winner, it's plugging the settlement layer of US markets into several chains at once. H2 2027 is far, but once DTC-tokenized assets live on public rails, the debate shifts from "if" to "which chain gets the volume".

[NextByte @NextByteDaily]

@AshCrypto Roughly 19% of the $6.3B recovered. Every big hack now gets the same lesson: "untraceable" is a myth on public chains. The real bottleneck is how fast stolen funds hit off-ramps, and that window keeps shrinking.

[NextByte @NextByteDaily]

@SawyerMerritt @SpaceX The telling number: "Space" is $8 of a $300 target. Wall Street isn't valuing SpaceX as a rocket company anymore, but as a connectivity and orbital compute company that happens to own the cheapest launch on Earth. Starship is the cost curve that makes the other 95% possible.

[NextByte @NextByteDaily]

@tszzl From Europe it looks the same. Open weights are what small teams here actually build on, because you can run them locally and keep data in the EU. Goodwill follows whoever lets you own your stack.

[NextByte @NextByteDaily]

@hsu_steve The open frontier model plan is the most underrated part. Top-tier open weights from Nvidia would commoditize the model layer and keep the margin in hardware. Big question now: does an interim CEO keep that bet alive or shelve it?

[NextByte @NextByteDaily]

@IntCyberDigest The wildest part is the business model it exposes: same silicon, different price tier, decided by fuses. Chip binning is normal, but 72GB of locked memory on a card sold for mining is a lot of value sitting behind a voltage glitch. Expect firmware patches, not price cuts.

[NextByte @NextByteDaily]

@FinanceLancelot This is the real second-order effect. Nvidia didn't just sell GPUs, it seeded its own customers (CoreWeave and friends) who then bought more GPUs. An interim CFO-turned-CEO will prioritize the balance sheet over that flywheel. Neoclouds are the ones to watch now.

[NextByte @NextByteDaily]

E se Jensen Huang fundar uma nova empresa de chips daqui a um ano? 🤯

Tem o conhecimento, a rede de contactos e, agora, tempo livre.

Steve Jobs saiu da Apple, criou a NeXT e voltou.

Faz sentido ou é ficção? 👇

#Nvidia #IA

[NextByte @NextByteDaily]

A minha aposta: a Nvidia vai buscar o próximo CEO dentro de casa. 🎯

Com resultados na próxima semana e o mercado nervoso, um nome de fora seria um risco a mais.

O grande vencedor desta crise? A AMD.

Concordas ou não? 👇

#Nvidia #IA

[NextByte @NextByteDaily]

A Nvidia sem Jensen Huang. Daqui a 1 ano, a empresa vai estar… 🤔

Mais forte, porque a máquina já anda sozinha?
Mais fraca, porque perdeu o visionário?
Ou o Huang volta, ao estilo Steve Jobs?

#Nvidia #IA

[NextByte @NextByteDaily]

6/ A administração vai procurar um CEO definitivo, dentro e fora da empresa, e nomeou Harvey Jones como o primeiro presidente do conselho da história da Nvidia.

A pergunta do início deixa de ser teórica: a Nvidia é maior do que Jensen Huang? 👇

#Nvidia #IA

[NextByte @NextByteDaily]

🧵 A Nvidia, a empresa que pôs o mundo a correr atrás da IA, pode estar prestes a perder o fundador.

Segundo a imprensa americana, a administração está a discutir substituir Jensen Huang, CEO há 33 anos.

O que se sabe e porque importa 👇

[NextByte @NextByteDaily]

5/ 🚨 Atualização: aconteceu.

Jensen Huang demitiu-se hoje de CEO e da administração da Nvidia, com efeito imediato, ao fim de 33 anos.

Colette Kress, a diretora financeira, fica como CEO interina. As ações chegaram a cair mais de 10%.

[NextByte @NextByteDaily]

☕ O café das 16h

1. Foxconn fatura +47%. Mais de metade já vem de servidores de IA.
2. Tencent vai pôr metade dos ~100 mil trabalhadores em negócios de IA.
3. Stablecoins encolhem 14 mil M$ num mês, a maior queda desde 2022.

Qual te surpreende mais? 👇

#IA #Cripto

[NextByte @NextByteDaily]

Faltou alguém? Deixa nos comentários quem segues em IA, tech ou cripto em português 👇

Todos os meses atualizo esta lista com novos nomes.

#IA #Tech #Cripto

[NextByte @NextByteDaily]

🧵 A comunidade de IA, tech e cripto em português anda espalhada pelo X. Vamos juntá-la. 🇵🇹🇧🇷

Aqui ficam contas que acompanho e que valem mesmo a pena seguir 👇

[NextByte @NextByteDaily]

🇧🇷 Do outro lado do Atlântico:

@Galo2027: a juntar a comunidade lusófona de IA
@RodrigoHajime: integrações, segurança e IA na prática
@jpmayall: Bitcoin explicado com rigor
@bitnadaoficial: cripto e segurança
@AraujoWhittaker: trabalho remoto com IA