AI / Large Models
DeepSeek V4 Pro is now available at a limited-time 2.5x discount, with cached prices permanently reduced.
V4 Pro's official website is offering a limited-time 2.5% discount, while also announcing a permanent significant reduction in caching service prices to further lower inference costs. Zhihu
Hot take: At this point in the price war, OpenAI is probably holding an all-night meeting to discuss, "What else can we possibly make money on?"
Several key members of DeepSeek have left for major tech companies, drawing attention to their destinations.
Several core members have left for top tech companies, sparking widespread community discussion about the potential impact on DeepSeek’s technical iteration and team stability.知乎
News sites associated with OpenAI have been exposed as entirely generated by AI.
The website used AI agents to contact interview subjects and publicly criticized AI skeptics, sparking renewed debate over AI media ethics. Mashable
Anthropic's Claude remote was found to be using GLM-4.7
The community discovered that the Claude remote feature internally uses the Zhipu GLM-4.7 model, sparking discussion in the tech community about Anthropic's model selection strategy. Reddit
Crypto / Web3
U.S. Supreme Court case could redefine digital privacy
Cases involving geofencing technology are currently being heard by the Supreme Court, and the ruling could fundamentally change how law enforcement obtains digital location data. NPR
The world's first tokenized IPO has been completed on a regulated exchange.
Lise (Lightning Stock Exchange) has announced the completion of the first IPO ever executed on a fully regulated, native tokenized market infrastructure. CrowdFund Insider
This week, over $330 million in major token unlocks is scheduled.
According to Tokenomist data, large unlocks are scheduled for SUI, JUP, SIGN, EIGEN, OMNI, and others over the next seven days, with single unlocks exceeding $5 million. Linear unlocks include SOL, TRUMP, WLD, and others. Twitter
The Purrlend protocol suffered an attack resulting in losses of approximately $1.5 million.
The lending protocol Purrlend on MegaETH and HyperEVM was attacked after the administrator account was reportedly compromised, allowing the attacker to obtain BRIDGE_ROLE permissions. Twitter
BTC retreated after reaching a 12-week high of $79,399
Bitcoin fell back for the third time in eight trading days at the $79,000 level, and this week brings interest rate decisions from the Federal Reserve and the European Central Bank. Twitter
Chip / Hardware
Intel sells originally destined-to-be-discarded "low-yield" CPUs to improve yield rates.
Due to strong market demand, Intel has begun selling chips that would typically be considered scrap or low-priority products, as customers are more willing to accept imperfect units to meet supply needs. Tom's Hardware
Hot take: Intel: "We don't produce garbage; we just move it around." Customer: "As long as it runs, it's fine even if it's junk."
AMD has launched the Hipfire inference engine, optimized specifically for AMD GPUs.
The new engine is deeply optimized for AMD GPUs, potentially enhancing AMD's competitiveness in the AI inference market. Reddit
The Sci-Tech Innovation 50 Index surged 3.76%, with the entire semiconductor chip chain experiencing a full-scale rally.
Domestic chip sector surges collectively, Luxshare Precision hits the daily limit, and AI hardware stocks rebound. Caixin
Technology company
China's National Development and Reform Commission has banned Meta's $2 billion acquisition of Manus and ordered the transaction to be rescinded.
The National Development and Reform Commission blocked Meta's acquisition of VR glove manufacturer Manus on national security grounds, marking China's first direct obstruction of a U.S. tech giant's overseas merger in the VR hardware sector. Zhihu
Yu Chengdong's new product is priced 100 yuan cheaper than Xiaomi's.
At Huawei's new product launch, Yu Chengdong directly compared prices with Xiaomi and lowered the price by 100 yuan, sparking debate over whether this pricing strategy can be sustained.Zhihu
Microsoft releases emergency security updates for macOS and Linux ASP.NET
Microsoft has released an emergency patch for a critical vulnerability affecting ASP.NET on macOS and Linux platforms. Ars Technica
U.S. stocks
This week’s super earnings week: MAG7 will release earnings in quick succession.
The Big Seven tech companies (MAG7) will release their earnings reports this week, with nearly one-third of S&P 500 constituents reporting earnings during the same period, raising expectations for increased market volatility. Caixin
OpenAI partners with Qualcomm and MediaTek on smartphone chip collaboration
OpenAI announces partnership with Qualcomm and MediaTek to develop smartphone AI chips; Qualcomm shares surge 9% in pre-market trading.Investing.com
Finance / Macroeconomics
Senator Tillis supports Waugh for Fed Chair, clearing the final obstacle
Senator Tillis, who previously insisted on the termination of the Justice Department’s criminal investigation into Powell before giving approval, announced his support for Wash after the investigation ended last week, ending a months-long deadlock.6551
Arthur Hayes: A $15 quadrillion credit expansion will drive BTC to $1 million
The founder of BitMEX predicted at Korea Blockchain Week that if the U.S. government gains full monetary control through stablecoin regulations and the Genius Act, it could lead to a $15.2 trillion credit expansion before 2028, breaking the four-year cycle and propelling Bitcoin past $1 million. Twitter
Hot take: Hayes’s predictions will either make you rich or make you question life—either way, he’s already financially free.
New Product / New Trend
Kinetix AI launches KAI, the most human-like humanoid robot.
KAI has more degrees of freedom than any other humanoid robot, combining a dexterous hand with 18,000 sensors distributed across its soft body, making it the most human-like clone created to date.Reddit
Today's dark line
As DeepSeek’s core team departs, Intel begins selling "defective" products, and Meta hits roadblocks in China, the tech world today is telling the same story: the golden age of globalization is over. Tech talent is returning to big companies in search of stability, supply chains are lowering standards to meet demand, and geopolitics is redrawng the boundaries of the tech landscape. Meanwhile, Arthur Hayes is betting on a $150 trillion flood of money—perhaps this is the true underlying narrative: as the old order crumbles, everyone is hoarding chips for the next game.