0xflyingShark

[0xflyingShark @qd452]

The real question is whether SpaceX becomes the first $5T company before 2030.
If Starship works, today's valuation may look cheap.
If Starship fails, today's valuation may look insane.

[0xflyingShark @qd452]

paceX closed around $173 after the largest IPO in history.

At ~$2.3T valuation, the market is no longer pricing SpaceX as a launch company.

It's pricing:

[0xflyingShark @qd452]

• Starlink becoming global communications infrastructure • Starship unlocking entirely new industries • xAI integration into the SpaceX ecosystem • Elon Musk's ability to create trillion-dollar platforms repeatedly
The real question isn't whether $173 is expensive.

[0xflyingShark @qd452]

$H 链上已经转账冻结了，这直接归零的节奏，但是cex Perp价格确在上涨，一鱼两吃

[0xflyingShark @qd452]

📊 我的结论：MRVL 今天的大涨，短期是黄仁勋点火。但长期逻辑是：市场开始把它从「普通芯片公司」重新定价成「AI 基础设施核心供应商」。#MRVL #AI #NVIDIA #美股 #半导体 #AIInfrastructure 🚀📈

[0xflyingShark @qd452]

🚀 MRVL 今天为什么暴涨？

市场表面上看是在炒 AI，但真正引爆股价的是一个人：

👉 NVIDIA CEO Jensen Huang

在 Computex 2026 上，黄仁勋直接表示：

Marvell 可能成为下一个万亿美元公司。

对于 AI 板块来说，这几乎等于获得了行业最强背书。

[0xflyingShark @qd452]

💡 华尔街现在讲的是：

NVIDIA = AI 计算

Broadcom = AI 定制芯片

Marvell Technology = AI 网络 + AI 互联

当 AI 集群规模越来越大，网络的重要性甚至会接近 GPU 本身。

[0xflyingShark @qd452]

它核心吃三条线：

⚡ Custom AI Chip

⚡ AI Networking

⚡ Optical / 800G / 1.6T

简单说：

$NVDA 负责算力。

$MRVL 负责让整个 AI 数据中心“连起来”。

而且 AWS / Microsoft 这些自研 AI 芯片路线，反而在强化 MRVL 的长期逻辑。

市场可能还没 fully price in。 📈

[0xflyingShark @qd452]

$MRVL 这次财报其实很夸张。

很多人还没意识到，Marvell 已经不是传统半导体公司了。

它现在越来越像 AI Infra 核心卖水人。 🚰

AI 下一阶段的瓶颈，已经不只是 GPU。

而是：
数据怎么在几十万张 GPU 之间高速传输。
这也是为什么 $MRVL 最近越来越强。 👀

[0xflyingShark @qd452]

no wonder his face looks familiar, legendary

[CL @CL207]

to look at this image... and to have known he use to be rank 1 on leetcode is unreal

[Eylon Levy @EylonALevy]

I don’t understand the connection between the first sentence and the last one.

[0x @0xProject]

The price you see isn't always the price you get 🪤

Some liquidity operators are gaming aggregators and traders are paying for it. We're exposing how.

Full breakdown in the replies 👇

[0xflyingShark @qd452]

@haydenzadams @hosseeb evn though 50Mil -> 7Mil is still very bad, and goes to uniswap it mostly get frontrunned and user might end up lossing more

[0xflyingShark @qd452]

@thomsonYang_147 目测就做了一个cache 第一次还是要调用node 同一个block 数据都是一样的 完全可以在应用层做这些

[0xflyingShark @qd452]

sad to hear this

[Bunni @bunni_xyz]

Hello everyone, it is with saddened hearts that we announce the shutdown of Bunni.

The recent exploit has forced Bunni's growth to a halt, and in order to securely relaunch we'd need to pay 6-7 figures in audit & monitoring expenses alone – requiring capital that we simply don't have. It'd also take months of development & BD effort just to get Bunni back to where it was before the exploit, which we cannot afford. Thus, we have decided it's best to shut down Bunni.

Here's what will happen:
- Bunni users will still be able to withdraw assets via the Bunni website until further notice.
- We intend to distribute the remaining treasury assets to BUNNI, LIT, and veBUNNI holders based on a snapshot. However, the validation of the legal process is ongoing, and the exact details of the distribution will be shared at a later date once the legal process is finalized. Team members will be excluded from the snapshot.
- The Bunni v2 smart contracts have been relicensed from BUSL to MIT, enabling everyone to utilize our innovations such as LDFs, surge fees, and autonomous rebalancing. We have pushed the AMM space forward by a generation, and it would be a shame if our efforts went to waste.
- We will continue working with law enforcement to recover the stolen funds from the exploiter.

Thank you to everyone who has supported us throughout our journey to push DeFi forward.

[0xflyingShark @qd452]

@gulumedia @KuanSun1990 @evilcos 第一次的链接有吗

[0xflyingShark @qd452]

cao,我他妈的真的是太想赚钱了 太想赚钱了！

[Haseeb ＞|＜ @hosseeb]

Full article by @chrischang43: https://t.co/Q9pthi9a8F