U.S. May 5-10 Year Inflation Rate Expectations Preliminary Value

Michael J. Saylor's Strategic Bet: Bitcoin's Premium Issuance and Capital Manipulation 1. Introduction Strategy (formerly known as MicroStrategy) was originally a corporate software company focused on business intelligence solutions, but since 2020, its focus has significantly shifted to Bitcoin investment. The company has raised funds by issuing stocks and convertible bonds to purchase Bitcoin, making it a focal point in the US stock market. On February 6, 2025, the company announced its official name change to Strategy. As of February 21, 2025, Strategy has accumulated nearly 500,000 Bitcoins, valued at over $40 billion. The essence of the strategy is to turn the stock market into a Bitcoin ATM through capital structure design—raising funds to increase Bitcoin holdings by issuing new shares/convertible bonds, and then using Bitcoin holdings to support stock price valuation.

New Opportunities for AI Computing Power Platform: The Rise of Decentralization Cloud Computing Recently, two blockchain projects focused on AI Computing Power were launched one after another, attracting widespread attention in the industry. These two projects target a promising market opportunity: connecting idle high-performance GPU resources with AI startups that have computing demands. The core of this business model lies in: on one hand, many individuals and institutions have idle high-end graphics cards ( such as 4090, 3090, A100, H100, etc. ); on the other hand, numerous AI startups and game rendering companies urgently need a large amount of Computing Power but lack the funds to purchase equipment. If there is a platform that can effectively connect these two ends, it can create tremendous value. For AI startups, renting Computing Power is more flexible and cost-effective than purchasing equipment. Especially in the current context of tight global GPU supply and even embargoes in some regions, the Decentralization Computing Power platform.

Chain abstraction technology has become a new hotspot in the Crypto Assets industry in 2024, attracting more users to the market by simplifying user operations and enhancing interoperability. The application of this technology has improved the convenience of cross-chain operations, and the market has shown strong investment interest, with a significant rise in the number of projects and funding amounts. In the future, chain abstraction is expected to lead the development of Blockchain technology, but it still requires the joint efforts of industry participants.

Cosmos Hub is exploring a diversified security model aimed at addressing the security challenges between different chains. By introducing the "replicated security" mechanism and a new consumer chain onboarding plan, Cosmos Hub strives to drop the entry barrier and meet diverse security needs. These innovations are expected to enhance ATOM's value capture capabilities while providing new ideas for Blockchain security strategies.

🔥 UPDATE: BlackRock spot ETFs bought 291 $BTC and 5,350 $ETH on July 30.