reflect

Theo thông tin từ ChainCatcher, theo báo cáo của Bloomberg, nhà cung cấp dịch vụ điện toán đám mây Nebius Group đã thông báo rằng họ đã đạt được thỏa thuận với công ty phát triển mô hình trí tuệ nhân tạo Reflection AI để bán cho họ khả năng tính toán trị giá hơn 1 tỷ USD.Theo tuyên bố của cả hai bên, thỏa thuận này có hiệu lực đến năm 2029, Reflection AI sẽ nhận được tài nguyên tính toán sử dụng chip NVIDIA GB300 AI để hỗ trợ nghiên cứu phát triển mô hình trí tuệ nhân tạo của họ.

Tin tức từ ChainCatcher, theo báo cáo của Jinshi, SpaceX đã ký thỏa thuận sức mạnh tính toán với công ty khởi nghiệp AI của Mỹ là Reflection, với giá trị giao dịch lên tới 6,3 tỷ USD.

According to Jinshi reports, Federal Reserve's Williams stated that the Fed's preference for loose policies mainly reflects potential long-term policy trends. The long-term outlook still indicates that interest rates will eventually be lowered.

Analyst Markus Thielen stated that the Coinbase Bitcoin premium has recently rebounded to its highest level since 2025, indicating an improvement in buying activity in the U.S. market, with some institutional funds possibly re-engaging.Data shows that the current BTC price on the Coinbase platform remains consistently higher than on other exchanges, reflecting signs of a warming demand side. Previously, the premium had turned into a discount, which was interpreted by the market as weak sentiment; now that it has re-entered the premium range, it may indicate that the demand side is gradually stabilizing. Additionally, as of mid-April, Bitcoin ETFs continue to maintain a monthly net inflow trend, and if this continues, it may further strengthen the signal of a warming financial environment.

According to Jinshi reports, analysts at First Citizens Bank stated in a report that the U.S. CPI data released on Friday is expected to reflect the transmission of the Iranian energy shock for the first time significantly. Driven by soaring energy costs, overall inflation will accelerate. The head of market and economic research at the bank pointed out that although core inflation is affected more mildly, the Federal Reserve will "ignore" the surge in energy-driven inflation, which will reinforce the Fed's long-standing stance of inaction and closely link potential rate cuts to the normalization of energy prices.

CZ recalls in his new book that around 2015, under the persuasion of friends, he gradually quit high-frequency social activities such as poker and golf, and completely withdrew from the related social circles. Subsequently, he gradually formed a work style centered on "high efficiency," which included shortening meeting durations, reducing ineffective communication, and focusing on quickly executing projects. This transformation during this phase became an important turning point in CZ's personal and career development, and it has long influenced his subsequent management and operational style.CZ repeatedly mentions in his new book that "moderately above-average success is the most dangerous," because after achieving some small successes, one can easily become complacent. On the surface, it may seem like he is doing better than many around him, but only he knows: he hasn't really given his all.

According to a report by Jinshi, Derek Halpenny, a foreign exchange analyst at Mitsubishi UFJ Bank, stated that the dollar's response to the surge in energy prices has been mild, highlighting that the current foundation of the U.S. economy is weaker compared to the inflation shock in 2022. He pointed out that since the outbreak of the conflict, although oil prices have risen nearly 60%, the dollar index has only strengthened by about 2.5%. The current price shock may have a greater impact on the U.S. economy than expected, undermining business confidence and employment.

According to Jinshi reports, Huatai Securities believes that the better-than-expected rebound in March's non-farm data shows the resilience of the U.S. labor market. However, under the conflict in the Middle East, the impact of high oil prices on inflation expectations is more critical for the Federal Reserve's monetary policy.Recently, the ongoing conflict in the Middle East has intensified, and the oil supply gap caused by the blockade of the Strait of Hormuz has driven up oil prices and inflation expectations. Inflation is currently the core variable of the Federal Reserve's monetary policy.

According to the Wall Street Journal, Nvidia-backed startup Reflection is in talks to raise $2.5 billion. This funding will bring the company's valuation to $25 billion.

According to Jinshi reports, Federal Reserve Chairman Powell stated that the higher GDP forecast reflects confidence in productivity.

"Fed's mouthpiece" Nick Timiraos stated that the content not mentioned in this Federal Reserve meeting minutes is more worthy of attention. He pointed out that in several meetings last year until December, staff predicted that the inflation rate would fall to 2% by 2027, but the December minutes pushed the timeline back to 2028.In the January meeting minutes, there was no specific mention of when the inflation rate would reach 2%, only indicating that the values were "slightly higher and balanced" compared to the December forecast, and it was expected that the impact of tariffs would end after mid-year, with inflation returning to the previous downward trend. The previous mention of "reaching 2% by 2028" did not reappear.Nick Timiraos hinted that this reflects a weakening confidence from the Federal Reserve regarding the inflation path, influenced by tight resource utilization and rising import prices. The official minutes confirmed a slightly higher forecast than in December but did not specify a return year, highlighting policy uncertainty.

According to The Block, research firm Bernstein analyzed that the stock price of IREN, a Bitcoin mining company transitioning to AI computing services, fell sharply after releasing its financial report. The main reason was market disappointment over the lack of new large AI partnership announcements, rather than a deterioration in fundamentals.The company's stock price dropped about 18% after the earnings report, to approximately $39.79. Bernstein analysts believe that the volatility of Bitcoin-related earnings is no longer the core investment logic for IREN, and investors are more focused on its progress in transitioning to AI cloud infrastructure. Although IREN's Bitcoin mining revenue decreased quarter-over-quarter this quarter, its AI cloud revenue more than doubled compared to the previous quarter. The company has secured approximately $2.3 billion in annual recurring revenue contracts for AI cloud services and expects this to grow to $3.4 billion by the fourth quarter of 2026, equivalent to deploying about 140,000 GPUs.Bernstein maintains an "outperform" rating on IREN with a target price of $125, viewing this decline as a reset of expectations rather than a signal of deteriorating execution capability.

According to Jin Shi reports, Morgan Stanley stated in a report that under the leadership of Powell, any substantial changes are more likely to gradually manifest through balance sheet policy rather than interest rates. Reducing the size of the Federal Reserve's balance sheet means lowering banks' demand for reserves, a process that takes time and also requires adjustments to the regulatory framework.Morgan Stanley added that a Federal Reserve with a smaller "presence" should drive the yield curve to steepen.

According to Jinshi reports, Federal Reserve Chairman Powell stated that the slowdown in job growth reflects a decline in the labor force, although labor demand has also noticeably weakened.