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叮当 Doraemon
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叮当 Doraemon

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5年炒币亏成狗,2026埋头苦干web3
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Article
The second half of AI profit distribution: who’s winning, who’s still undecided, and who’s about to be disruptedNow’s AI and tomorrow’s AI If we divide the AI industry chain into upstream equipment, midstream cloud providers, and large model companies, then the downstream is application companies. Currently, almost all the profits in the industry are concentrated in the upstream. For example, just Nvidia (NVDA.US) plus the four major storage manufacturers take nearly 70% of the industry’s profits. This kind of profit distribution shows the typical characteristics of the early stage of a new technology revolution. But let’s think: in the future, the charging entry points for the AI industry won’t be cloud providers or downstream application companies—so will profit distribution still look like this? Taking a mature internet industry as an example, the approximate proportions of economic profit distribution are:

The second half of AI profit distribution: who’s winning, who’s still undecided, and who’s about to be disrupted

Now’s AI and tomorrow’s AI
If we divide the AI industry chain into upstream equipment, midstream cloud providers, and large model companies, then the downstream is application companies. Currently, almost all the profits in the industry are concentrated in the upstream. For example, just Nvidia (NVDA.US) plus the four major storage manufacturers take nearly 70% of the industry’s profits.
This kind of profit distribution shows the typical characteristics of the early stage of a new technology revolution. But let’s think: in the future, the charging entry points for the AI industry won’t be cloud providers or downstream application companies—so will profit distribution still look like this?
Taking a mature internet industry as an example, the approximate proportions of economic profit distribution are:
NVDA-0.27%
SNOWUS+0.59%
NVDAUS+0.22%
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Partly True
After four months of settling, it blooms in an instant. $TLS is officially announced as the FLAP official test token. This is the best reward for all the past steadfast supporters, and also a brand-new beginning for staking a foothold in the BNBChain ecosystem and pushing forward in the #MemeFi arena. As a new official test token for the ecosystem, we benchmark the mature market-cap frameworks of TST and TUT. Leveraging FLAP’s hottest current advantage in the Meme-launch ecosystem, we enjoy exceptional growth dividends. Unlike the many speculative tokens in the market, TLS stands firm through real community development. With official endorsement, we reinforce the value foundation. No short-term hype battles—only long-term certainty of value. In the future, $TLS will surely continue the market-cap legend of BNBChain’s official test tokens, delivering a satisfying answer for every builder who keeps showing up.
After four months of settling, it blooms in an instant.
$TLS is officially announced as the FLAP official test token. This is the best reward for all the past steadfast supporters, and also a brand-new beginning for staking a foothold in the BNBChain ecosystem and pushing forward in the #MemeFi arena.
As a new official test token for the ecosystem, we benchmark the mature market-cap frameworks of TST and TUT. Leveraging FLAP’s hottest current advantage in the Meme-launch ecosystem, we enjoy exceptional growth dividends. Unlike the many speculative tokens in the market, TLS stands firm through real community development. With official endorsement, we reinforce the value foundation.
No short-term hype battles—only long-term certainty of value. In the future, $TLS will surely continue the market-cap legend of BNBChain’s official test tokens, delivering a satisfying answer for every builder who keeps showing up.
I'm here
I'm here
英鸿³³₇
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[Replay] 🎙️ Learn to wait patiently, and find the trading method that suits you best
02 h 07 m 38 s · 3.7k listens
🎙️ Learn to wait patiently and find the right trading method for yourself
cover
End
02 h 07 m 38 s
3.5k
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CJ_GraceWang1688
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🎁🎁
$ETH

#以太坊突破2700美元

Have you gotten on the train?
Or
Have you taken your profits?
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兰汐kyL
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$ZEC Major news has come from the Middle East! The U.S. is preparing to seriously negotiate with Iran, and both sides don’t want to keep fighting. Geopolitical tensions have cooled down immediately, and many crypto friends’ first reaction is: could the market be about to change its course?🔥

You should know that whenever the Middle East conflict escalates, funds tend to panic and flee, putting pressure on the broader market. Now that easing signals have come out, risk-averse sentiment drops straight away. But everyone, don’t get blindly optimistic—this is just a sign of negotiation, with many uncertainties and possible twists at any time.🔥

If we look at it from the crypto market perspective, it may provide some emotional support to the market in the short term. However, relying on only this single piece of news makes it difficult to directly drive a full bull market. Coin prices ultimately depend on the Federal Reserve’s policies and the amount of capital coming in.🔥

Many retail investors see the news and rush in anxiously—that’s the easiest way to fall into a trap. News-driven market moves come fast and go even faster. Never bet the farm on a rumor. Keep a light position and observe, monitor the progress of the talks closely, and remember: protecting your principal comes first.🔥#日本央行加息至31年高位 #SOL涨约10%
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路飞社区糖宝Luffy
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Brothers and sisters, please pay attention to the points and collect the red envelope $SOL
圣克斯Lucky1688
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🧧🎁🌹🧧🎁🌹
Xiaomo is bullish on a Bitcoin short-squeeze scenario: In its latest report, JPMorgan Chase noted that BlackRock’s Bitcoin spot ETF (IBIT) has short positions nearing this year’s high point. This imbalance in open-contract ratios may create more upside for Bitcoin, because once the price rises, the short squeeze will further accelerate its rebound.
ZetaChain proposal approved—transitioning to Solana: With an overwhelming 99.4% support rate, the ZetaChain community passed Proposal No. 68. The vote will close its original Layer 1 blockchain and migrate and convert the ZETA token on a 1:1 basis into Solana-native SPL tokens. In the future, the team will focus on AI applications.
Follow me and answer to take away the $SOL red envelope!
🧧🎁🌹🧧🎁🌹
生蚝哥Oyster
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Bullish
Today’s Perspective: Has this Bitcoin rally really ended the bear market?

On September 21, ahead of the U.S. stock market open, Bitcoin suddenly gained momentum, jumping about 5% in nearly two hours—rising from $81,000 to break through $85,000. This breakout has come a bit abruptly, but in fact, there were already signs.

In recent weeks, many traders and analysts have reached a consensus: the crypto bear market is basically over.

- “First set 10 big targets” was said at the end of August and early September: once it holds above $80,000, it’s aiming at $100,000. Now that you’re on board, it’s not too late—$100,000 may even arrive earlier than expected.
- Doctor Profit pointed out that BTC has broken above the 50-week moving average (around $78,700). If this week’s close can hold above it, it would basically confirm the start of a new bull cycle, with targets looking toward $88,000.
- PlanB also confirmed that after BTC holds above the 50-week moving average, the next target is the 100-week moving average (around $89,000)—signaling an end to the bear market.
- Jiang Zuoer is relatively cautious, believing it may first test the $83,000–$84,000 resistance zone before pulling back, but he’s not bearish—he says he will continue holding ETH.
- Killa thinks this bear market has already turned less severe, and a bottom may have formed. A drop to $50,000 is unlikely. The next step, in his view, is $88,000.

My take is more direct:

Technically speaking, breaking through and holding above the 50-week moving average is indeed an important signal. Historically, this is often the key level where the medium-term trend turns bullish. With volume supporting the rally, it suggests money is genuinely flowing back in. After the short-term push to $85,000, the $88,000–$90,000 range will likely be the next clear resistance. A pullback is inevitable, but the depth is probably limited.

More importantly, it’s about sentiment and liquidity. Earlier, the market kept wrestling with the question of whether this was a “false breakout.” Now multiple voices are turning bullish at the same time, and the pressure on sidelined capital to chase will only grow. Of course, we’re not at a fully “irrationally euphoric” stage yet—talking about $100,000 is still a bit early—but in terms of direction, I’m inclined to believe the bear market has already passed and we’re entering a transitional phase of range-bound upside.

For my own trading: I won’t chase. I’ll wait for a pullback to key support before considering adding. Betting it all at once (all-in) is too risky—staging the entries is more prudent.

What do you think about this move? Is it confirming the start of a bull market, or is it another bull trap? Feel free to share your thoughts.
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寿山福禄Luffy
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Does this picture look like the crypto world? Paying a devastating price for that sweet temptation—so in the crypto world, the first thing to look at is safety, and only then profit. Making money isn’t easy. Without losing money, go and earn that reliable, secure kind of money 💰
晚风Vesper_1688
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【Live Preview|Butterfly C General × Top 100 Community Alliance】
🦋 Special live session begins this afternoon🔥
⏰ Time: 15:00‑17:30 (afternoon)
📍 Live room: Evening Breeze Vesper_1688 (Binance live room)📺

Amidst a volatile market🌊, Butterfly C General continues to pursue extreme deflation and real token burning✅, moving forward steadily with community consensus📈.
The live stream will focus on interpreting deflation data📊, alliance planning🤝, track upgrades🚀, and long-term ecosystem value💎.
All partners are welcome to enter on time✨, and wait together for the cycle to bloom🦋

#日本央行加息至31年高位

#1688家族family
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trader叫兽
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When doing short-term trades, if you notice that the opening momentum in the opposite direction starts to weaken, you need to consider the possibility that the market may reverse, and adjust your position accordingly. After yesterday afternoon at 6:12, we first placed a sell order, and when we found that the strong support below was unable to break through, we notified the team to reduce position size. Although we later entered a sell again and cut the loss, around 8:00 in the evening the bullish momentum began to increase. So we immediately notified the members’ group to go long at the current price. It has now reached the third take-profit; after reducing the position, we moved the stop-loss up and held, achieving a 4x return. Let’s continue to look forward to how far the market can run! #比特币突破8万美元大关 #ETH🔥🔥🔥🔥🔥🔥
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正乾商学--四条2
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📢📢📢〽️〽️〽️
26.09.21 Clear
BTC/ETH weekly chart opening shows shrinking volume with an upward move. On lower timeframes, momentum is weak, and on the monthly timeframe there is an “invisible” (hidden) bearish/pressure signal. In the higher-level pressure zone, BTC: 825-833 / ETH: 2705-2727 meets resistance. If BTC breaks above 836 with a bullish candle, then pulls back but fails to break below 815-822, and holds above—then we could continue moving upward, standing above 860 to look at 876-935; possibly even higher. For ETH: if a bullish candle breaks above 2755, then the pullback to 2705-2727 holds (does not break), then it can continue upward, holding above 2791 to target around 2820. If it cannot hold, it would be a bull trap, leading to a deep pullback.

My personal bias is high selling, low buying. The reasons are simple: volume is insufficient for a rally, the monthly timeframe shows the “invisible” signal, and October starts high but turns lower.

BTC: Take the first position at 820 to prevent missing the breakout—risk 1%. Add at 842-855, 1% more. Add the third position at 876, 3%. Stop-loss: 93500.
ETH: Take the first position at 2727-2755 to prevent missing the breakout—risk 1%. Add at 2773-2791, 1% more. Add the third position around 2820, 3%. At each level, if large bearish candles appear, add positions in the direction of the move—wait to “eat the meat,” and hold long-term, waiting for BTC: 530-462; and a spike down to 350. For ETH: 1328-1196, spike down to 1070.

#以太坊突破2700美元
周周1688
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September 21|Crypto Market Brief
$BNB 🧧
🔥 BTC surges past $85K, the script suddenly flips
BTC today is strong, breaking through $84K and pushing close to $85K at its peak; large-scale liquidation of short positions saw about $252M Shorts cleared in a single day. ETH has reclaimed $2.6K, SOL is back near $115, and the whole market has clearly entered a Risk-On mode.
📈 ETF demand shows signs of recovery
Last Friday, U.S. spot BTC ETFs recorded a net inflow of about $433M in a single day, pulling weekly capital flows back toward positive territory.
But this looks more like rapid fund re-entry rather than the start of a sustained new ETF wave.
🛢 Oil prices fall for the fourth straight day
Brent slips to around $102; market concerns about inflation and further rate hikes are temporarily easing, and U.S. stock futures move higher in tandem.
Risk-On returns to Crypto.
⚡ Solana keeps accelerating
SOL’s target Slot Time drops from 300ms to 250ms, with ongoing improvements to network performance; SOL’s gains this week are already clearly outperforming BTC.
⚠️ MultiversX faces a security incident
The EGLD mainnet is attempting to pause operations due to a VM-level atomicity vulnerability attack. The attacker’s account has been identified and frozen, and a recovery plan is being tested; Upbit has placed EGLD on its trading attention list.
📊 Market Snapshot
BTC ≈ $85K
ETH ≈ $2.67K
SOL ≈ $115
Market Cap ≈ $2.9T
BTC Dominance ≈ 56–57%
🎭 Today’s market feels like a play where the scene suddenly changes:
$75K → $80K → $85K
Bad news didn’t drag the market down—
it turned into fuel for shorts to exit.
In the next scene, the market will be watching to see whether BTC can truly hold above $85K.
#1688家族family #蓝朋友1688俱乐部🌐 #crypto #defi #RWA赛道
I am here
I am here
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Invest in AI, invest in computing power, or invest in applications? 🧧🧧🧧🧧🧧
Invest in AI, invest in computing power, or invest in applications?
🧧🧧🧧🧧🧧
叮当 Doraemon
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The second half of AI profit distribution: who’s winning, who’s still undecided, and who’s about to be disrupted
Now’s AI and tomorrow’s AI
If we divide the AI industry chain into upstream equipment, midstream cloud providers, and large model companies, then the downstream is application companies. Currently, almost all the profits in the industry are concentrated in the upstream. For example, just Nvidia (NVDA.US) plus the four major storage manufacturers take nearly 70% of the industry’s profits.
This kind of profit distribution shows the typical characteristics of the early stage of a new technology revolution. But let’s think: in the future, the charging entry points for the AI industry won’t be cloud providers or downstream application companies—so will profit distribution still look like this?
Taking a mature internet industry as an example, the approximate proportions of economic profit distribution are:
Invest in AI, invest in computing power, or invest in applications? 🧧🧧🧧🧧🧧
Invest in AI, invest in computing power, or invest in applications?
🧧🧧🧧🧧🧧
叮当 Doraemon
·
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The second half of AI profit distribution: who’s winning, who’s still undecided, and who’s about to be disrupted
Now’s AI and tomorrow’s AI
If we divide the AI industry chain into upstream equipment, midstream cloud providers, and large model companies, then the downstream is application companies. Currently, almost all the profits in the industry are concentrated in the upstream. For example, just Nvidia (NVDA.US) plus the four major storage manufacturers take nearly 70% of the industry’s profits.
This kind of profit distribution shows the typical characteristics of the early stage of a new technology revolution. But let’s think: in the future, the charging entry points for the AI industry won’t be cloud providers or downstream application companies—so will profit distribution still look like this?
Taking a mature internet industry as an example, the approximate proportions of economic profit distribution are:
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