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Anthropic CEO Dario Amodei and Salesforce CEO Marc Benioff stated that the application of artificial intelligence in enterprises is still in its early stages and requires more support to unlock the value of AI. Dario mentioned that currently, only about 5%-10% of the actual value of AI technology in the economy is being utilized.

Anthropic CEO Dario Amodei called for a slowdown in AI model development and the introduction of third-party evaluation agencies. OpenAI CEO Sam Altman stated that he would adopt the suggestions, and Elon Musk also expressed support.Despite the warnings from the three leaders about AI risks, there are few precedents in the industry for coordinating a slowdown in development speed.

According to monitoring by Catcher Predict, in the predicted market Polymarket for the event "US Open ATP: Luciano Darderi vs Dalibor Svrcina," the option "Luciano Darderi" in the sub-market "US Open ATP: Luciano Darderi vs Dalibor Svrcina" has experienced a dramatic fluctuation in winning probability, plummeting from 73.5% an hour ago to the current 50.5% (a fluctuation of 23%). Please note the impact of related breaking news.

Ray Dalio, the founder of Bridgewater Associates, warned that the annual budget deficit in the United States has reached $2 trillion, with approximately $10 trillion in debt needing to be refinanced. If the current trajectory is not changed, a debt crisis could arrive "within three years, with a two-year margin of error."In terms of asset allocation, Dalio advises investors to reduce their bond holdings to avoid debt risks; increase their allocation to gold, raising it to 10% to 15% of their portfolio; and hold a small amount of Bitcoin to hedge against government credit risk. Dalio also calls for the U.S. to reduce the budget deficit from the current level of about 6% of GDP to 3%, through measures including cutting spending, increasing taxes, and lowering interest rates.As a result of these statements, gold prices surged to their highest level since May on Friday, and Bitcoin broke through $77,000, marking the largest weekly increase since 2023.

SK Hynix has restarted the construction of its second NAND flash memory factory in Dalian, expecting to increase the monthly production capacity in the region by about 50%. The new production line is designed for a monthly capacity of approximately 50,000 wafers, combined with the existing Dalian Plant 1's monthly capacity of 100,000 wafers, bringing SK Hynix's total NAND production capacity in China to about 150,000 wafers per month. The factory began construction four years ago but was paused due to the downturn in the memory chip market and U.S. export restrictions on equipment to China, having only completed the structural framework.The investment in Dalian Plant 2 is driven by SK Hynix's NAND subsidiary Solidigm, with equipment installation expected to start as early as November this year, and plans to establish a mass production system in the first half of next year. Driven by the expansion of AI data centers, demand for enterprise-level SSDs has surged, with NAND prices rising nearly tenfold compared to a year ago, prompting the restart of investments. SK Hynix will adopt a dual-track strategy: the Dalian factory will use Intel's mature floating gate architecture to produce NAND at the hundred-layer level, while domestic factories like Cheongju M17 will focus on advanced NAND production of over 300 layers, the latter having announced an investment of 19.1 trillion won. Industry insiders expect that the equipment configuration of Dalian Plant 2 will be similar to that of Plant 1, maintaining a monthly production capacity in the range of 40,000 to 60,000 wafers.

According to Bitcoin Magazine, Bridgewater Associates founder Ray Dalio stated that Bitcoin only accounts for 1% of his portfolio, and he still prefers gold. In a podcast on Thursday, Dalio described Bitcoin as a currency that cannot be printed infinitely, but it faces technological threats such as quantum computing and may be subject to government monitoring and taxation.Dalio had previously stated that he would not invest in Bitcoin, and although he now admits to holding some, he still insists that gold is the better choice, stating in the program, "I prefer gold." Last year, Dalio also acknowledged that Bitcoin only makes up 1% of his investment portfolio.

According to CoinDesk, billionaire hedge fund manager Ray Dalio stated that Bitcoin's lack of privacy protection, with transactions being monitorable and potentially controllable, is a primary reason why central banks are reluctant to hold Bitcoin. Dalio mentioned that about 1% of his portfolio is allocated to Bitcoin, but he believes that the transparent ledger characteristic of Bitcoin makes it difficult to serve as a reserve asset.Dalio also pointed out that Bitcoin has a 90-day correlation coefficient of 0.89 with the Nasdaq index, and about 79% of its price fluctuations can be explained by the performance of tech stocks, which undermines its function as an independent store of value. Furthermore, the market size of Bitcoin is still relatively small compared to gold and is more susceptible to influence; Dalio believes that gold still plays a more central role in the global system.

According to Jinshi reports, Bridgewater founder Ray Dalio stated on April 27 local time that inflationary pressures continue to accumulate alongside slowing economic growth, and policymakers must remain cautious. He pointed out that the U.S. economy is undoubtedly in a stagflation period and warned that if Kevin Warsh, who is about to take over as Federal Reserve Chairman, chooses to cut interest rates, it will lead to a decision-making error.

Ray Dalio, the founder of Bridgewater Associates, published a lengthy article titled "It All Comes Down to Who Controls the Strait of Hormuz: The Final Battle." The article points out one obvious fact about the war with Iran: everything will come down to who controls the Strait of Hormuz. If Iran still controls who can pass through the Strait of Hormuz, or even retains the power to negotiate, the United States will be deemed to have lost this war.If Trump and the U.S. cannot win this war, they will be seen as having created an irreparable catastrophic situation. Regardless of the reasons for the U.S. failing to control Hormuz, both Trump and the U.S. will lose. Losing influence over Hormuz for the U.S. will be akin to the impact of the 1956 Suez Canal crisis on Britain, as well as similar failures of the Dutch Empire in the 18th century and the Spanish Empire in the 17th century. The pattern of events leading to the collapse of empires is almost always the same, and this decisive "final battle" will determine whether U.S. global hegemony persists or collapses.

Ray Dalio, the founder of Bridgewater Associates, stated in Tuesday's All-In Podcast that Bitcoin is not suitable as a long-term store of value or a safe-haven asset, citing reasons such as the lack of central bank support and the uncertainties surrounding its privacy protection and quantum resistance.He mentioned that Bitcoin cannot become "digital gold," asserting that "there is only one gold in the world." Gold is not a speculative precious metal, but rather "the most mature currency," and it is the second-largest reserve asset held by central banks. He expressed difficulty in understanding why central banks would buy and hold Bitcoin for the long term.

According to Cointelegraph, Ray Dalio warned that CBDCs are coming, which will eliminate financial privacy while giving governments the power to tax, seize funds, and cut off the funding sources of political opponents.

Ray Dalio, the founder of Bridgewater Associates, published a lengthy analysis on social media, warning that the United States is in the fifth stage of his "Big Cycle" theory (the eve of order collapse), with multiple indicators suggesting that society may slide into the sixth stage (civil war and order collapse). His core judgments are based on:Deteriorating finances and conflicts: High government deficits and rising debt, along with historical highs in wealth and value gaps, constitute a "classic deadly combination."Populism and extremism: Increased political polarization, the silencing of moderates, media becoming a tool for partisan struggle, and the "loss of truth" in the public sphere.Escalation of violent incidents: Recent deaths of protesters in Minneapolis and conflicts between federal and state governments are typical signs of transitioning to the sixth stage.Systemic dysfunction: Legal and political systems are increasingly used as weapons in struggles, with rules giving way to the logic of "winning at all costs."Ray Dalio stated that the current situation is highly similar to the early period of order reorganization from 1930 to 1945. If consensus cannot be built through leadership and painful but necessary reforms are not implemented, society may repeat the mistakes of civil war/revolution. Investors and policymakers should recognize the forces of the cycle, promote productivity-oriented reforms (education, infrastructure, research), and replace "zero-sum struggle" with "win-win cooperation" to avoid an irreversible collapse of the system. Although the trajectory is difficult to change, it is still possible and necessary to mitigate conflicts and reshape broad prosperity through wise choices before sliding into the sixth stage.

Ray Dalio, the founder of Bridgewater Associates, stated at the World Economic Forum in Davos that the global monetary order is collapsing, and the United States and its allies are losing trust in each other, suggesting to buy gold.In the past, people used fiat currency and bonds as a "piggy bank," but central banks around the world are starting to feel that this piggy bank might be a "landmine." In 2025, the highest gains will not be in tech stocks but in gold. The performance of the U.S. market has also begun to lag behind overseas markets, and the world is entering a capital war.The rise of gold is not just a number; it reflects the uneasy glances between U.S. Treasury bondholders and the continuously printing U.S. dollars. The U.S. is worried about the sell-off of dollar assets, while bondholders feel anxious about the Federal Reserve's limitless money printing. It's time to consider what to do if no one wants to buy U.S. Treasuries in the future.

Ray Dalio, the founder of Bridgewater Associates, stated in a podcast with Nikhil Kamath that due to key issues such as trading transparency and the risk of Bitcoin being hacked, it is unlikely that central banks and many other institutions will hold Bitcoin in large quantities.