Serenity: AI investing is simpler than imagined. Nvidia and Jensen Huang have consistently offered clear guidance, and the market always recognizes trends only after they actually materialize.
Serenity wrote in an article that AI investments are far less complex than the market perceives, as Nvidia and Jensen Huang have consistently made their next strategic moves clear to the public—yet the market almost always ignores them until the rally actually materializes. Looking back to 2025, when Nvidia pre-positioned EML and laser production capacity, the market dismissed photonics as a "bubble, on par with quantum technology" at the time, labeling related companies as scams. A year later, LITE surged 678%, AAOI rose 475%, COHR gained 261%, and AXTI skyrocketed 3844%—only then did the market retroactively acknowledge this round of optical interconnect rally. Serenity further pointed out that in 2026, Nvidia is repeating the same playbook: locking in CW/EML production capacity via long-term agreements (LTA), pushing the 800V architecture, explicitly betting heavily on the CPO transition, and positioning physical AI as the next major theme. However, the current market still mocks CW players as meme stocks, claims 800V and CPO are still far off, and argues humanoid robots are unprofitable. Serenity clearly stated: "We will see results in 2027. I am choosing to bet my money on Jensen Huang and Nvidia as a leading indicator."
20 minutes ago
Crypto trading platform Bits of Gold has suffered a data breach, with approximately 200,000 customer records potentially stolen.
Israel’s largest licensed crypto exchange, Bits of Gold, has suffered a data breach, with personal data of around 200,000 customers—nearly the platform’s entire user base—stolen by hackers. Bits of Gold was Israel’s first crypto company to obtain a Virtual Asset Service Provider (VASP) license, receiving regulatory approval in September 2022. The specific types of leaked data have not been disclosed, but crypto brokers typically collect extensive identity information under KYC rules, including government-issued identification documents, address proofs, and financial details. The compromised data could be used for phishing, SIM swapping, and social engineering attacks. Additionally, Bits of Gold secured approval in April this year to issue the BILS stablecoin, which is pegged 1:1 to the Israeli shekel.
20 minutes ago
Inside details of US-Iran negotiations have been exposed, revealing that the Trump administration bypassed Iranian negotiating representatives to contact the Islamic Revolutionary Guard Corps (IRGC).
According to Axios, citing three people familiar with the discussions, U.S. negotiators encountered a major hurdle in mid-May while attempting to broker a war-ending deal with Iran: they could not verify whether the Iranian representatives at the table truly represented the influential Islamic Revolutionary Guard Corps (IRGC). In response, Trump administration officials took an unusual approach—bypassing Iranian negotiators to directly reach out to senior IRGC leaders. The U.S. tapped Nechirvan Barzani, President of the Kurdistan Region of Iraq, to oversee this secret backchannel. Barzani held a rare advantage: he was trusted by both U.S. and IRGC leadership. A key challenge complicating U.S.-Iran talks was Washington’s uncertainty over who actually holds decision-making authority in Iran. Though the two sides did eventually strike a memorandum of understanding, the deal quickly fell apart.
20 minutes ago
CZ refutes claims that Bitcoin will go to zero, stating that many have made incorrect judgments about cryptocurrencies.
Binance founder CZ has commented on the World Gold Council (WGC) CEO’s assertion that Bitcoin’s value will fall to zero. CZ noted that many people have previously made incorrect judgments about cryptocurrencies, adding that understanding this field takes time, and he himself cannot be 100% certain he is right—after all, we are only human. The WGC CEO said in a recent interview: “Personally, my view is that Bitcoin will drop to zero, but this stance is not because Bitcoin is opposed to gold.”
20 minutes ago
A crypto whale spent $153.6 million on an arbitrage trade, netting just $0.36 in profit.
According to monitoring by OnchainLens, a crypto whale that had been dormant for two years has suddenly become active, borrowing 816,400 WETH (valued at approximately $153.6 million) from Morpho and Spark to conduct arbitrage trading. The transaction generated $1.88 in revenue, paid $1.53 in fees, resulting in a net profit of just $0.36.
20 minutes ago
CZ refutes claims that Bitcoin will go to zero, pointing out that many people have made incorrect judgments about cryptocurrencies.
Binance founder CZ has commented on the World Gold Council (WGC) CEO’s assertion that Bitcoin’s value will fall to zero. CZ noted that many people have previously made incorrect judgments about cryptocurrencies, adding that understanding the sector takes time, and he is not 100% certain he is right—after all, we are all human. In a recent interview, the WGC CEO stated, “My personal view on Bitcoin is that it will drop to zero, but this stance is not because Bitcoin is opposed to gold.”
20 minutes ago
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