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第三浪 SurgeLong

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

03 Nov 2025

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Flow_第三浪 @小红书⁠Flow_第三浪 @X | Twitter⁠Flow_第三浪 @即刻⁠微信公众号: SurgeLong01:34 | 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IPO07:23 | 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

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