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这两天AI数据中心板块的NBIS、iren和Oracle的股价飙升,进一步晰地揭示了AI产业革命的真实需求的加速。 这就是AI基本面强劲又一证明,其增长势头不仅足以支撑当前ai板块的高估值,更会让美股大盘难跌易涨。 至少截止目前,这与2000年的互联网泡沫存在本质区别。
If Web2 was about platforms owning people, and Web3 finance is about people owning money, then Farcaster is about people owning culture. Identity is the anchor of culture online. When you control your identity, you control your place in that culture. That’s bigger than tech—it’s about who writes history.
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