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叙事信号灯|11月第1期|AI回归组织与工作流、电力成瓶颈;比特币被机构吸纳、Solana净流入;期权拥挤与回购信号 episode artwork

EPISODE · Nov 3, 2025 · 19 MIN

叙事信号灯|11月第1期|AI回归组织与工作流、电力成瓶颈;比特币被机构吸纳、Solana净流入;期权拥挤与回购信号

from 第三浪 SurgeLong

Flow_第三浪 @小红书 ⁠Flow_第三浪 @X | Twitter ⁠Flow_第三浪 @即刻⁠ 微信公众号: SurgeLong 01:34 | 前 Anthropic 员工toucan:OpenAI内部权力裂痕 02:37 | DeFi研究员Ignas:加密市场多空拉锯 03:18 | 链上分析师Checkmate:比特币权力交接 04:01 | 前OctoAI工程师Yuchen Jin:AI人才路径重塑 04:46 | 彭博量化研究员Steve Hou:AI资本开支掩盖经济疲弱 05:33 | 独立市场评论员Neil:美股波动率倒挂 06:27 | 前华尔街基金经理Jordi Visser:比特币静默IPO 07:23 | 第四次工业革命研究员Shay:AI瓶颈在能源 08:20 | 猎豹移动CEO傅盛:中文成为AI工作语言 09:11 | 前职业德州扑克玩家TradeButWhy:加密市场缺乏买盘 09:57 | Glassnode研究员:比特币套牢资金 10:52 | 匿名金融评论员Dr. Axius:Wintermute危机 11:51 | 法国企业家Arnaud Bertrand:中国稀土主导地位 12:59 | Palantir:AI平台规模化盈利 14:02 | AI视觉创作者HAL2400:AI生成游戏 14:54 | SoSoValue:Solana ETF资金流入 15:48 | 加密开发者Suhail Kakar:DeFi安全审计盲点 16:45 | 马斯克:SpaceX垄断轨道发射 17:43 | 创业投资人Jason Calacanis:OpenAI竞争风险 18:44 | 前BitMEX联合创始人Arthur Hayes:美联储隐形放水 在小宇宙查看该单集文稿

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叙事信号灯|11月第1期|AI回归组织与工作流、电力成瓶颈;比特币被机构吸纳、Solana净流入;期权拥挤与回购信号

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