The collapse of Mt. Gox, the deflation of the ICO bubble, the FTX explosion…

Broadcom's second-quarter revenue guidance fell short of expectations at approximately $22 billion, disappointing investors. Although analysts forecasted between $20.5 billion and $22 billion, Broadcom's stock price still dropped 8.3%, reflecting market concerns about a potential bubble in artificial intelligence investments.

Billionaire Leo KoGuan recently revealed that he purchased 1 million shares of Nvidia stock and stated that he believes AI is not a bubble. He is planning to buy an additional 1 million shares to show support for the market. Nvidia's stock price is $180.05, and KoGuan's net worth reaches $12.8 billion.

On-chain transaction terminal 1Keeper launches a new "Smart Money" signal system. It enhances signal recognition and trading efficiency through features such as visualized bubble alerts, bubble corner indicators, market cap filtering, and quick trading access, optimizing the user experience.

A U.S. bank survey shows that 23% of credit investors believe that AI overvaluation is the main risk, surpassing traditional credit concerns. Although the risk of AI becoming outdated is low, investors still forecast that by 2026, cloud computing company bond issuance will reach $285 billion.

ChainCatcher reports that, according to Barchart, the Federal Reserve injected $18.5 billion into the U.S. banking system this week through overnight repurchase agreements. This is the fourth-largest liquidity injection since the COVID-19 pandemic and even surpasses the peak during the dot-com bubble. The chart shows that since 2021, liquidity injection peaks mainly occurred during periods of pandemic and economic stress. This recent injection reflects tight bank reserves, possibly due to quarter-end funding needs or broader credit tightening.

"Black Swan Fund" founder Mark Spitznagel stated that the US stock market will continue to rise and is expected to perform strongly within the "Goldilocks zone" over the next year, but also warned that the market has entered the final stage of a bubble. He emphasized that economic resilience supports the stock market, but if the Federal Reserve maintains high interest rates, corporate financing will be constrained, potentially leading to a sharp market reversal.

A survey by Bank of America shows that although market sentiment remains "extremely optimistic," investors are increasingly concerned about overinvestment in companies. Cash balances have slightly increased, with overexposure to commodities and stocks, and underallocation to bonds. The AI bubble is seen as a major risk.

F2Pool co-founder Wang Chun posted on the X platform that quantum computing is more like a technological bubble, lacking practical results. It is expected that it will still be unusable in 2026, and it will be difficult to generate industrial value in the coming decades. He is bearish on several quantum computing concept stocks and also recommends shorting quantum computing while going long on Bitcoin.

The prosperity of the prediction market in the United States relies on an imperfect regulatory framework and marketing efforts, especially as sports betting accounts for a large portion of trading volume. However, the market needs to establish integrity rules, and non-sports trading volume urgently needs to increase. Currently, insufficient liquidity is preventing institutional participation, and potential regulatory tightening could put market growth under pressure.