Vitalik, Tom Lee, Arthur Hayes and Others Share Views on Cryptocurrency and AI

Vitalik stated that the cost of Bitcoin mining is roughly split between capital expenditures for computing power and electricity costs, while the cost of AI inference mainly comes from computing power investment. Tom Lee believes that cryptocurrencies have retraced to support levels, and with solid fundamentals, the risk-reward ratio is attractive. Arthur Hayes pointed out that OpenAI and Anthropic have no value, and the larger the AI bubble, the higher the Bitcoin price increase. Funds continue to flow into ZEC, involving the Cryptobills Ledger incident and a $12 million Triple-A hacker attack. Gold is likely to face further pressure this year, primarily due to significant uncertainty regarding the Federal Reserve's next steps. The co-founder of Anthropic stated that AI could significantly boost the U.S. GDP to $44 trillion. Robinhood's CEO reviewed the transformation after going public, stating that diversifying its business helped return to growth, with platform customer assets surpassing $350 billion in Q2. The new version of DeepSeek V4.1 Flash has been released, making wishful programming a reality with one click.

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