JJKK

High-frequency intelligence on China’s industrial technology stack.

[Daniel Romero @HyperTechInvest]

AI Infrastructure Roadmap

What you need to research to outperform over the next few years

Now → memory + optical transceivers

2027 → 800V + early CPO

2028 → PLP + scale-up optical

2029 → glass substrates + HBM5

2030 → optical I/O chiplets + embedded cooling

2031 → 3D DRAM + microfluidic cooling

[Giraffe Tech @clevenrkk]

China’s smart-EV market now has two different paths.

The Huawei-style route buys into a broader external smart-car architecture. The Tesla/Li Auto route pulls silicon and core AI infrastructure closer to the automaker.

[Giraffe Tech @clevenrkk]

China’s flying-car story is less about sci-fi mobility and more about manufacturing.

The key question: how much of the EV supply chain can move upward into low-altitude aviation before it hits the hard boundary of airworthiness?

https://t.co/7FHfkkLRO1

[JJKK @clevenr]

support! a serious researcher

[Giraffe Tech @clevenrkk]

Most coverage reads Chinese tech as a catch-up story. That frame is getting less useful.

My first Giraffe Tech piece lays out a different lens: technology paths, deployment logic, industrial constraints, and capital signals.

https://t.co/7CtxzldPek

[JJKK @clevenr]

@clevenrkk Mark!

[JJKK @clevenr]

@fxtrader 不是说判断基本就是罚款加内地不能用吗，后面架梯子就不管了么。不然港股谁来买？

[外汇交易员 @fxtrader]

#行情 通胀加速的担忧加剧引发美债抛售潮，美国30年期国债收益率持续走高，最高升至5.18%，续创2007年以来最高水平。

现货黄金持续跳水，日内大跌100美元，跌破4470美元/盎司。

[JJKK @clevenr]

@neha041187 @FirstSquawk What kind of joke… much easier for China to get oil from Russia than from Iran. China can have cheaper oil anyway. It can also get benefits from supplying discounted oil to those who need the oil anyway.

[Sentio @sentioxyz]

Sentio Network testnet is live 🌐

A decentralized data layer for blockchains — run your own indexers, store data, query anywhere.

The infra powering Sentio for years. Now yours to run.

Docs → https://t.co/pdNvLtytZG
Explorer → https://t.co/Vj1NL71LBm

[First Squawk @FirstSquawk]

A vessel tracking update cited by NBC News showed no ship crossings through the Strait of Hormuz on Friday, with maritime traffic still heavily disrupted since the start of the Iran war and showing little recovery even after the ceasefire.

[Sentio @sentioxyz]

1/ Introducing Sentio AI Skills 🧩
Your AI coding agent now speaks Sentio — describe the processor, SQL query, alert, or dashboard you want, and it ships it end-to-end.
https://t.co/SrPIsWfwUT

[zkPass @zkPass]

zkPass × @BinanceWallet Booster Program - Phase 2 is live

🔸 Starts Apr 28, 7am UTC
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[Bitway @BitwayOfficial]

Phase 2 of the Bitway Binance Wallet Booster Campaign starts today!

We're excited to announce a massive 9,000,000 $BTW reward pool for users completing quests via @BinanceWallet

🗓️ April 28, 2025 (3AM UTC) - May 12, 2026 (3AM UTC)

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[JJKK @clevenr]

再提个ai杠杆论，我认为ai相当于给所有人加了个百倍杠杠，以普通人的平均能力为1，如果你的能力超过1，那杠杠就会放大你对于平均能力的优势，如果你的能力小于1，你就是要被淘汰的那一部分，因为你距离平均水平会越来越远

[JJKK @clevenr]

多用ai会让大脑退化吗？得看你怎么用，以我个人为例，ai在回答了我的浅层问题后，能够让我一步一步更深层次的思考，这在没有ai之前是难以做到的，对浅层问题的探寻难度会削弱你进一步探索的欲望和能力。所以，探索精神是使用ai是否退化的关键因子

[Rocket Lab @RocketLab]

It's launch day for Electron from LC-1 with its latest mission for @JAXA_en. "Kakushin Rising" will deploy 8x sats for JAXA's Innovative Satellite Technology Demonstration program that provides opportunities for Japanese universities, researchers, and companies to carry out new tech demos in space

Liftoff is set for:
🚀 3:09 pm NZT
🚀 12:09 pm JST
🚀 03:09 UTC
🚀 11:09 pm ET / 8:09 pm PT, April 22

[JJKK @clevenr]

@macrotradecn 美国崩溃论和中国崩溃论相爱相杀几十年了。。。信众其实底色都差不多

[Elon Musk @elonmusk]

Getting closer to Starship launch! 🚀

[Sentio @sentioxyz]

🚨 Phase 2 of the Sentio x @BinanceWallet Booster Campaign is live!

Your mission:
✅ Complete new tasks and explore Sentio’s features in depth
📊 Browse dashboards, interact with AI, and go deeper into on-chain transactions
🎁 12M $ST rewards up for grabs
🔑 Log in to Binance Wallet and tap the Booster banner to join

🔹 Tutorial:
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💻 Now on desktop
Sentio is proud to partner with Binance Wallet to be the first to bring Booster Campaign to the web — you can now complete tasks directly from your desktop/laptop.
Download Binance Wallet Extension 👇
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[JJKK @clevenr]

Really cool to see Sentio’s AI analytics assistant turned my natural language into onchain dashboards & SQL queries on the fly. https://t.co/YSt1wYQcOP