BBX News: Last weekend, global listed companies released the most polarized ledger reality in asset allocation between encryption and AI computing power assets. There is no excess macro sentiment, and the market is forcefully delineating the watershed between winners and losers through massive cash flow contracts and cold secondary market breakout data ——Discounted computing power and energy: TeraWulf Inc. (NASDAQ: $WULF) has successfully transformed the "high energy consumption of mining enterprises" into an "AI deterministic leasing model" through a 401MW power infrastructure deadlock Anthropic long-term contract. ——Crypto IPO squeezed foam: BitGo (NYSE: $BTGO) and Bullish (NYSE: $BLSH) fell precipitously, tearing apart the underpants of Crypto Unicorn that lacked liquidity support in the downturn market. Kraken's parent company has suspended its promotion, and the three major giants have postponed their listing, marking that the compliant financing channel for the transition from the primary market to the secondary market in cryptocurrency has entered a frozen period. The market shows a clear dual evolution trend of "high barrier computing power asset premium explosion" and "traditional encryption native IPO target foam accelerated clearing". Source: bbx.com
