#比特币对比代币化黄金 Recently, there’s been another explosive wealth-creation case in the tech industry—Chinese GPU maker Moore Threads sent investors on the fast track to riches on its first day of listing. Based on the closing price, those who got one lot in the IPO saw an unrealized gain of nearly 290,000, with the company’s market cap soaring past 280 billion. This kind of overnight-get-rich pace has made many people refocus on investment opportunities in the computing power sector.

Speaking of computing power, “DeepSeek” even made it into this year’s top ten buzzwords, and the demand for GPUs for AI large model training is simply insatiable. Moore Threads timed its IPO perfectly, catching both the domestic substitution and AI computing power waves. But thinking calmly, GPUs aren’t just for training models—the whole world remembers how graphics card prices were hyped during the early cryptocurrency mining boom. While the PoW mining fever has cooled off, the concept of the computing power economy itself is still expanding its boundaries.

Recently, I also saw an interesting comparison topic—between Bitcoin and tokenized gold, which is more reliable? The path of digitizing traditional safe-haven assets is indeed advancing, but Bitcoin’s decentralized narrative and gold’s physical backing logic are two totally different things. When market sentiment is good, Bitcoin can bring you explosive returns; but when systemic risks hit, gold’s universally recognized consensus might be more resilient. Tokenized gold tries to combine the best of both, but its liquidity and regulatory compliance still need to be watched.

By the way, Fat Donglai recently announced it’s hiring executives with million-yuan annual salaries and offering 60 days of paid vacation, which does sound tempting. These days, whether it’s brick-and-mortar retail or digital assets, the talent war has never stopped. The capital market is all about expectations and storytelling—whether it’s the GPU wealth myth or AI buzzwords, it’s essentially the market pricing the future.

As for whether to chase this wave of computing power concepts, or whether to increase or hold your crypto assets, everyone’s risk tolerance is different. But one thing is clear: technological iteration is speeding up, and whether it’s traditional tech stocks or digital currencies, the era of holding purely on faith may truly be over. Watch more macro data, listen less to “guaranteed profit” hype—that’s what really matters.