迈克尔·伯里的AI泡沫警告 - 核心观点：认为当前人工智能市场存在与过去重大泡沫（如2000年互联网泡沫和2008年房地产危机）相似的盲目乐观模式，历史正在“重演”[1][2][3] - 具体行动：已公开做空人工智能领域的两大核心公司英伟达和Palantir [3] AI与加密货币市场的关联 - 关联性：两者在市场周期中日益交织，均受投资者情绪、流动性状况和技术变革预期影响[4] - 共同特征：在利率下降时均倾向于上涨，在流动性收紧时均面临压力，并共享由“未来潜力”而非当前盈利驱动的投机性资本快速流入特征[4] - 具体影响：若AI热情消退，去中心化AI生态系统的融资也可能收紧[4] AI与区块链技术的融合 - 技术融合点：AI模型需要去中心化存储和计算，而区块链可确保AI系统的数据完整性[6] - 硬件关联：英伟达在AI计算领域的主导地位将两者联系起来，GPU供应、挖矿硬件需求及区块链网络成本均间接受AI市场周期影响[5] - 新兴资产：出现了一批位于两个行业交叉点的“AI代币”，如Bittensor、Render、Near、Fetch.ai和SingularityNET [6]

21Shares, one of the world’s largest issuers of crypto exchange-traded products (ETPs), has announced the launch of two new offerings in Europe, bringing its total listed products to 50. The additions, focused on artificial intelligence (AI) and DeFi, could spark renewed interest in tokens like Fetch.ai and Raydium , both of which remain well below their all-time highs but are seeing increasing trading activity. 21Shares Expands With AFET and ARAY The new products include the 21Shares Artificial Superin ...