Bridgewater founder Ray Dalio said on Wednesday that the current AI boom follows the same historical pattern as past technology bubbles. According to Sina Finance, he said, "We are now in a bubble," while adding that the underlying innovation still has real transformative significance. Dalio wrote on X that nearly every technology boom creates a bubble that eventually bursts, citing the railroad boom and the Industrial Revolution as past examples. He said the late 1920s saw electricity, refrigeration, telephones, radio, airplanes, and automobiles emerge almost at the same time, which naturally drew large numbers of investors. Dalio said the danger is that people cannot distinguish between the miracle of the technology itself and the related investment. He explained that a technology may indeed be transformative, but if the related stocks are too expensive or are bought with borrowed money, a crash can follow. He said this mechanism was what led to the market slump from 1929 to 1933. Dalio said AI is now showing the same pattern. He added that the technology will likely prove valuable, but investors still need to assess who the real beneficiaries are, whether AI can generate real returns, and whether current stock prices reflect excessive optimism.

US President Donald Trump’s promise of a national cash payout tied to a Republican Party midterm election victory is adding uncertainty to the Treasury market ahead of a 30-year bond auction, according to Bloomberg. The move has renewed concerns about Washington’s fiscal discipline and erratic policymaking.

According to Jin10, JPMorgan interest rate strategists said the U.S. Treasury's 30-year bond auction is expected to attract solid demand. The Treasury will auction $22 billion of 30-year bonds on Thursday, and Tradeweb data showed the 30-year U.S. Treasury yield fell 0.1 basis point to 5.285%.

According to The Korea Herald, Blackstone has acquired a majority stake in Sanha Logistics Park II, a dry-storage logistics development in Greater Seoul that includes Incheon and Gyeonggi Province, in partnership with Singapore-based real estate manager ESR. Funds managed by Blackstone Real Estate Partners invested for a majority interest in the project as the asset manager seeks to capitalize on continued growth in South Korea's logistics market.

500亿美元是现阶段给CRCL的估值锚，需要后续经营数据持续支撑。Tazapay和Arc分别补上支付端和底层网络端的验证抓手。

According to The Korea Herald, Korea Investment & Securities, a subsidiary of Korea Investment Holdings, has entered into a series of strategic partnerships with global asset managers Fidelity, Pimco and Carlyle. The company said the agreements expand its portfolio across research, equity, fixed income and alternative investments and mark a concrete step in its long-running global business strategy.

According to The Korea Herald, SK hynix has increased the cash portion of its proposed performance bonuses after union members narrowly rejected an earlier agreement. Under a revised tentative deal announced Thursday, the chipmaker will pay profit-sharing bonuses 50% in cash and 50% in company shares by default, up from a previous proposal of 40% cash and 60% shares. Employees who want more stock may choose a share-based payout ranging from 50% to 100% in 10% increments.

According to The Korea Herald, Korea Zinc management under Chair Choi Yun-birm won a key vote at Wednesday’s extraordinary general meeting, securing broad shareholder support for an independent audit committee seat. Baek In-kyoo, the board-backed nominee, received support in the pivotal contest as the nearly two-year fight for control with the Young Poong-MBK Partners alliance continued.

攻击者利用了未经过身份验证的 Redis 部署，而非依赖于某个特定的软件漏洞

香港数字资产正在从搭建市场规则，进入真正腾飞阶段。

当前GPU算力的金融化进程仍处于早期阶段。展望若干年后，算力很有可能演变为和电力、原油一样的大宗商品资产，成为支撑AI时代经济产出的全球性关键资源。

该系统被授予了对一台虚构目标机器的访问权限，并被指示检索一条被称为“标志”的机密信息。

Zcash接下来需要证明的，首先是隐私需求能否转化为持续使用，其次是安全修复能否积累长期信任，最后是机构需求的质量。

亨特·拜登将围绕其家族的一起最具爆炸性的政治争议转化为一种迷因币——但《LAPTOP》杂志试图重新掌控这一叙事，却迅速遭遇了猛烈的反弹和惨淡的市场首秀。

未来十年或许是人类历史上最危险、最关键的十年。这十年里，我们要么驯服AI，要么有可能被AI毁灭。

Kakao Pay 已完成一项数字资产钱包测试，该钱包支持存储、转账、支付以及与 Kakao Pay Money 进行结算的稳定币。KakaoBank 也在遵循银行安全与监管规定的前提下对该技术进行测试，而 Kakao 集团则计划向企业和金融机构提供钱包解决方案及咨询服务。

分布在48个国家、395家组织中的440台服务器遭到入侵，其中204家为教育机构