infinityhedge
We Aggregate News that Matters Details are the enemy of the Clicks Sources: infinityhedge, BBG, RTRS, DB, X, TREE, PN, CT, etc Admin: @infinityhedge21 X: @infinityhedge07 The info provided is for info purposes only, not financial advice.
显示更多📈 Telegram 频道 infinityhedge 的分析概览
频道 infinityhedge (@infinityhedge) 英语 语言赛道中的 是活跃参与者。目前社区聚集了 46 373 名订阅者,在 经济与金融 类别中位列第 2 409,并在 美国 地区排名第 655 位。
📊 受众指标与增长动态
自 невідомо 创建以来,项目保持高速增长,吸引了 46 373 名订阅者。
根据 30 六月, 2026 的最新数据,频道保持稳定运转。过去 30 天订阅人数变化为 296,过去 24 小时变化为 -1,整体触达仍然可观。
- 认证状态: 未认证
- 互动率 (ER): 平均受众互动率为 39.60%。内容发布后 24 小时内通常能获得 25.80% 的反应,占订阅者总量。
- 帖子覆盖: 每篇帖子平均可获得 18 365 次浏览,首日通常累积 11 965 次浏览。
- 互动与反馈: 受众积极参与,单帖平均反应数为 94。
- 主题关注点: 内容集中在 infinityhedge, fed, powell, u.s, chair 等核心主题上。
📝 描述与内容策略
作者将该频道定位为表达主观观点的平台:
“We Aggregate News that Matters
Details are the enemy of the Clicks
Sources: infinityhedge, BBG, RTRS, DB, X, TREE, PN, CT, etc
Admin: @infinityhedge21
X: @infinityhedge07
The info provided is for info purposes only, not financial advice.”
凭借高频更新(最新数据采集于 01 七月, 2026),频道始终保持新鲜度与高覆盖。分析显示受众积极互动,使其成为 经济与金融 类别中的关键影响点。
数据加载中...
| 日期 | 订阅者增长 | 提及 | 频道 | |
| 01 七月 | +4 |
| 2 | TRUMP ON FINANCIAL DISCLOSURES, CONFLICTS OF INTEREST: I NEVER SPEAK TO THE PEOPLE THAT RUN THE MONEY | 1 |
| 3 | OPENAI ENGINEERS DEVELOPED NEW OPTIMIZATIONS CUTTING MODEL INFERENCE COSTS BY MORE THAN 50%, REQUIRING LESS NVIDIA CHIPS: THE INFORMATION
OPENAI MAY USE THESE SAVINGS TO LOWER API PRICING OR INCREASE USER QUERY LIMITS | 8 801 |
| 4 | MEITUAN DEBUTS CHINA’S BIGGEST AI MODEL TRAINED ON LOCAL CHIPS
- 1.6T parameters · MoE with ~48B active · 1M context
- Both the full training run and the large-scale deployment are built entirely on AI ASIC superpods.
- LongCat-2.0 is pre-trained on over 50K AI ASICs (No GPUs).
- it used the Huawei Collective Communication Library (HCCL) to improve training stability. HCCL is a chip-to-chip communication system similar to the Nvidia Collective Communication Library (NCCL).
- Competing models like DeepSeek-V4-pro relied on domestic chips only for inference, Meituan utilized domestic hardware for both inference and the highly intensive pre-training phase.
- Because the domestic accelerators possess less per-device memory than an Nvidia H800 (80 GB), Meituan address this challenge along two dimensions: parallelism strategy and memory management.
More: https://longcat.chat/blog/longcat-2.0 | 8 454 |
| 5 | JAPANESE YEN DROPS TO NEAR 40-YEAR LOW
YEN REACHES 161.97 AGAINST US DOLLAR, WEAKEST SINCE 1986 | 8 952 |
| 6 | MICROSTRATEGY'S ENTERPRISE MNAV FALLS BELOW 1
[INFINITYHEDGE] | 18 887 |
| 7 | STRATEGY'S STRC PREFERRED STOCK DROPS TO RECORD LOW $75
STRATEGY DROPS BELOW $90: INFINITYHEDGE | 26 867 |
| 8 | MICROSTRATEGY DROPS BELOW $100, FIRST TIME SINCE MAR 2024: INFINITYHEDGE | 20 102 |
| 9 | TWITTER (X), A COMPANY OWNED BY WORLD'S FIRST TRILLIONAIRE DOWN AGAIN: INFINITYHEDGE | 21 459 |
| 10 | MIRCOSTRATEGY'S STRC PREFERRED STOCK LOSES PEG, DROPS TO RECORD LOW $85: INFINITYHEDGE | 40 048 |
| 11 | FED WARSH PRESSER SUMMARY: INFINITYHEDGE
Tldr: "THE GOOD NEWS FOR YOU IS WE HAVE A TASK FORCE FOR THAT"
WARSH: FED DROPS FORWARD GUIDANCE FROM POLICY STATEMENT; MARKETS SHOULD REACT TO REAL-TIME DATA RATHER THAN TRYING TO ANTICIPATE FED MOVES
"Forward Guidance not well-suited to the current policy conjuncture"......think financial markets perform best when they react to incoming data. I think the financial markets work less efficiently when they ask a question, how will the Fed react to that incoming info"
WARSH: FED IS UNANIMOUS AND UNAMBIGUOUS IN COMMITMENT TO DELIVER 2% PRICE STABILITY; THE 2% TARGET ITSELF IS NOT UNDER REVIEW
WARSH: NO DISCUSSION OF RATE CUTS TODAY; POLICY RESTRICTIVENESS IS "UNEVEN" - APPEARS RESTRICTIVE IN HOUSING, BUT LESS SO IN FINANCIAL MARKETS
- Warsh said that he appointing a task force in each of five areas that are central to the broad conduct of monetary policy:
1. Fed Communications
2. The Fed's Balance Sheet:
> will review the benefits and risks of the current ample reserves regime and the composition of the balance sheet.
3. Data Sources:
> will evaluate new info sources and consider methodological changes to improve data-gathering, with the aim of giving policy-makers more accurate, relevant, contemporaneous, and perhaps most important, actionable information on the state of our economy.
"Fed needs real-time, contemporaneous data rather than relying on outdated survey methods and "echoes of history" that are subject to constant revisions"
4. Productivity and Jobs:
> it'll survey the pace, the reach, the economic impact of new general purpose technologies, including AI, and explore the implications for the Fed in pursuit of our employment and inflation mandates
5. Inflation Frameworks:
> examine the drivers of inflation, first principles, and weigh the full range of ideas for delivering price stability in a changing economy | 21 607 |
| 12 | *April FOMC statement: ~ 350 words
*June FOMC statement: ~130 words
WELCOME TO FED WARSH'S REGIME CHANGE | 16 508 |
| 13 | TRADERS PRICE IN ADDITIONAL FED TIGHTENING AFTER DOTS REVISED | 13 438 |
| 14 | FOMC STATEMENT | 17 780 |
| 15 | FED: NINE OF 18 FOMC PARTICIPANTS PENCIL IN 2026 RATE HIKE | 332 |
| 16 | *FED REMOVES STATEMENT REFERENCE TO ADDITIONAL RATE ADJUSTMENTS | 11 459 |
| 17 | *FED: NINE OF 18 FOMC PARTICIPANTS PENCIL IN 2026 RATE HIKE | 13 646 |
| 18 | FED LEAVES RATES UNCHANGED | 15 725 |
| 19 | FOMC RATE DECISION IMMINENT | 12 328 |
| 20 | The Week Ahead:
Mon: G7 leaders summit begins
Tue:
* BOJ meeting: Bank of Japan set to hike key interest rate to 1% [31-year high]; BOJ will also review its bond taper plan, running through March next year, and lay out a new plan for fiscal 2027 and beyond. BOJ is also considering pausing the tapering of its government bond purchasing program, starting in April 2027.
* A Unknown-Known to some Coinbase announcement
Wed: FOMC meeting: “The FOMC will almost certainly leave rates unchanged, but the biggest source of intrigue may be the new chair’s debut press conference. Which Warsh will show up: the recent advocate of lower rates, or the inflation hawk we saw during and after the Global Financial Crisis?”. Will he submit a forecast for rate projections he disdains? How much will he say at a press conference he’d rather not hold?. Warsh wants the Fed to say less and let markets do more of the work…. So far, insiders say his promised “regime change” has been kinder and gentler than feared—more courtship than chain saw.
Thu: BOE meeting: will leave rate unchanged
Fri: US-IRAN Deal official signing ceremony in Switzerland.
Whole Week: Central banks week, rate decisions and Iran MOU details | 15 256 |
现已上线!2025 年 Telegram 研究 — 年度关键洞察 
