每日幣研 DeFi 鏈上週報
CW, alvin617.eth, Jason, Hank每週更新，幣研團隊從市場回顧、鏈上數據增長、融資趨勢角度切入帶你了解 DeFi 領域被低估的協議以及潛在 alpha!
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 270 | Founded | 4 years ago | Last Issue | 2 days ago |
| Active | Language |  Korean | |||
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cryptowesearch.substack.comLatest Issues
Kimi K3 引爆第二次 DeepSeek 時刻，Google 砸 2,000 億豪賭 AI - 0724 幣研週報
與近 3,000 位 Degens 一同訂閱 DeFi 週報！！挖掘鏈上機會、alpha 不錯過
本期幣研熱點資訊
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Kimi K3 點火中國科技股，人民幣升值成關鍵推手
Kimi K3 掀起「第二次 DeepSeek 時刻」，市場臆測資金將流入中國科技股。人民幣／美元為全球第三大交易貨幣對，6 月結匯順差達 566 億美元。
有別於日本的套利交易，中國此輪為企業實際結匯，加上最終消費占 GDP 成長逾五成，人民幣升值有望利多股市。相關個股可留意 M...
智譜反彈 30%，CLARITY Act 依舊仍卡在參院 - 0721 幣研週報
與近 3000 位 Degens 一同訂閱 DeFi 週報！！挖掘鏈上挖礦機會、alpha 不錯過
本期重點整理
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中國 AI 模型用量年增 27 倍，Token 消耗王竟不是 GLM 或 DeepSeek
中國 AI 模型週使用量年初至今成長近 27 倍，佔比達 6 成。Token 消耗量成長 9.7 倍但算力僅擴張 17%，供需失衡下成本效益成首要考量。週榜首為限免的騰訊 Hy3（智力排名第 19），月榜首為小米 MiMo-V2.5（排名第 18）...
Base 交棒 Cobie 主攻交易、支付與 Agents，股票市場血洗 - 0717 幣研週報
與近 3,000 位 Degens 一同訂閱 DeFi 週報！！挖掘鏈上機會、alpha 不錯過
本期幣研熱點資訊
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Base 交棒 Cobie 主攻交易、支付與 Agents
Base 創辦人 Jesse 坦承 2024 年以來押注社交是錯的方向，將 Base App 交棒給 Cobie 主導下一階段，戰略聚焦交易、支付與 Agents 三大主線。
他直言 Farcaster、Zora、mini apps 與創作者代幣構築的整條社交路線已徹底瓦解，...
Anthropic 估值上看 6 兆美元，韓股今年第七度熔斷 - 0714 幣研週報
與近 3000 位 Degens 一同訂閱 DeFi 週報！！挖掘鏈上挖礦機會、alpha 不錯過
本期重點整理
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Anthropic 估值上看 6 兆美元，AI 人才虹吸效應狂燒
SemiAnalysis 拋出 Anthropic 潛在估值 6 兆美元的分析，人才虹吸效應同步發酵。今日 YC 合夥人 Tom Blomfield 宣布請假加入運算團隊，加上今年 Karpathy、John Jumper 等重量級人物陸續報到，跳槽比率遠勝對手。多位新血還...
台股外資賣超破兆、韓股波動率創十年新高，Robinhood Chain 七天 TVL 破億迷因狂歡 - 0710 幣研週報
與近 3,000 位 Degens 一同訂閱 DeFi 週報！！挖掘鏈上機會、alpha 不錯過
本期幣研熱點資訊
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外資賣超破兆、融資逼近泡沫，台積電 CoPoS 卻可能提前登場
2026 年台股外資賣超破 1.2 兆台幣，逼近 28 年低點，主因 AI 與半導體持倉擁擠、市場觀望 CapEx，加上漲多後的部位再平衡；但外資淨匯入仍達 116.34 億美元，未真正撤離，或在等進場時機。
摩根士丹利指台積電為抗衡 Intel EMIB，可能提前至 2...
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