اکنون در دسترس! پژوهش تلگرام ۲۰۲۵ — مهمترین بینشهای سال 
Ahboyash Reads
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📊 شاخصهای مخاطب و پویایی
از زمان ایجاد در невідомо، پروژه رشد سریعی داشته و 14 940 مشترک جذب کرده است.
بر اساس آخرین دادهها در تاریخ 20 ژوئن, 2026، کانال فعالیت پایداری دارد. در ۳۰ روز گذشته تغییر اعضا برابر 336 و در ۲۴ ساعت گذشته برابر -2 بوده و همچنان دسترسی گستردهای حفظ شده است.
- وضعیت تأیید: تأیید نشده
- نرخ تعامل (ER): میانگین تعامل مخاطب 5.74% است و در ۲۴ ساعت نخست پس از انتشار، محتوا معمولاً 5.51% واکنش نسبت به کل مشترکان کسب میکند.
- دسترسی پستها: هر پست به طور میانگین 858 بازدید دریافت میکند. در اولین روز معمولاً 823 بازدید جمعآوری میشود.
- واکنشها و تعامل: مخاطبان بهطور فعال حمایت میکنند؛ میانگین واکنش به هر پست 2 است.
- علایق موضوعی: محتوا بر موضوعات کلیدی مانند ebay, gamestop, consumer, eth, policy تمرکز دارد.
📝 توضیح و سیاست محتوایی
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“Latest developments in crypto, finance and AI
X: https://twitter.com/ahboyash”
به لطف بهروزرسانیهای پرتکرار (آخرین داده در تاریخ 21 ژوئن, 2026)، کانال همواره بهروز و دارای دسترسی بالاست. تحلیلها نشان میدهد مخاطبان بهطور فعال با محتوا تعامل دارند و آن را به نقطه اثرگذاری مهم در دسته رمزارزها تبدیل کردهاند.
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| تاریخ | رشد مشترکین | اشارات | کانالها | |
| 21 ژوئن | +3 | |||
| 20 ژوئن | +3 | |||
| 19 ژوئن | +1 | |||
| 18 ژوئن | +11 | |||
| 17 ژوئن | +5 | |||
| 16 ژوئن | +1 | |||
| 15 ژوئن | +2 | |||
| 14 ژوئن | +1 | |||
| 13 ژوئن | +1 | |||
| 12 ژوئن | +9 | |||
| 11 ژوئن | +17 | |||
| 10 ژوئن | +112 | |||
| 09 ژوئن | +31 | |||
| 08 ژوئن | +6 | |||
| 07 ژوئن | +6 | |||
| 06 ژوئن | +1 | |||
| 05 ژوئن | +10 | |||
| 04 ژوئن | +5 | |||
| 03 ژوئن | +4 | |||
| 02 ژوئن | +139 | |||
| 01 ژوئن | +28 |
پستهای کانال
NSA confirms Mythos “broke into almost all of our classified systems, not in weeks, but in hours”
https://www.economist.com/briefing/2026/06/14/donald-trumps-blocking-of-anthropic-is-capricious-and-chaotic
| 2 |  AI Infrastructure Stack
https://x.com/ahboyash/status/2068662099677692241?s=20 | 699 |
| 3 |  Photonics Stack! Let's Unpack It
Mapping the the sector's value chain and choke points
From foundational materials and epitaxy tools to optical devices, manufacturing, testing, and final connectivity systems powering AI infrastructure
https://x.com/crux_capital_/status/2063802624181485875
——
Short TLDR to understand Photonics more
• What is photonics: Using light (photons) instead of electricity to move insane amounts of data very fast with way less power and heat
• Why needed: AI data centers are hitting its limit - wires can't keep up with GPU clusters without melting everything or costing a fortune in electricity
• How does it work: Lasers make light that carries data, tiny waveguides guide the data on the chip, modulators encode the info, and detectors turn it back to electricity. Co-packaged optics puts the light stuff right next to the processors
• When: Pumping now as AI capex at ATH and NVIDIA dropped billions into it to scale
• Where: Mostly found inside massive AI data centers plus some telecom and future LiDAR/self-driving stuff | 559 |
| 4 | Why Permissionless Infrastructure Wins
Ethereum is replaying the historical success of the open Internet and Linux by providing credibly neutral, permissionless infrastructure that no single company controls, allowing widespread innovation from anyone
Positions Ethereum to become the dominant settlement layer for global finance, as seen in its massive developer base, institutional adoptions like BlackRock’s BUIDL, and resistance to capture compared to proprietary chains from banks or firms like Stripe or JP Morgan
https://x.com/Etherealize_io/status/2067999336751849932 | 416 |
| 5 |  My Grudge Against Memory
SK Hynix, Micron, and Samsung control 89% of the DRAM market and have driven contract prices up nearly 700% YoY by converting standard DRAM into high-bandwidth memory stacks
The author forecasts memory consuming 40% of hyperscaler CapEx in 2027, with hyperscalers like Microsoft already raising $25B to offset costs, may trigger CapEx pauses by mid-2027
Predicts cyclical margin compression starting late 2027 and a supply-driven bust in 2028-2030 as delayed capacity additions meet slowing demand growth
https://x.com/pequityresearch/status/2066965137320484921?s=20 | 411 |
| 6 | Coinbase Touts Tokenized Stocks With ‘True Equity Ownership,’ But How?
Coinbase's tokenized U.S. stocks launch for non-U.S. users, with 1:1 backing with claimed shareholder rights and dividends but the undisclosed legal wrapper structure is likely used offshore
https://x.com/intangiblecoins/status/2068415883467256019 | 407 |
| 7 |  Protein-in-Everything Craze Has a Problem: Not Enough Whey Protein
Food companies pack whey into more products, depleting supplies
https://www.wsj.com/business/protein-demand-whey-prices-3717aa3a?mod=e2tw | 935 |
| 8 | Seed stage startups are shutting down faster than new ones are being created
https://whoisnnamdi.com/taking-stock-of-the-seed-stage/ | 548 |
| 9 | https://www.wsj.com/business/media/polymarket-social-media-bets-prediction-market-441cdeb5 | 503 |
| 10 | https://x.com/stanikulechov/status/2067993849306263706 | 477 |
| 11 | https://nypost.com/2026/06/20/world-news/bizarre-bounty-site-has-desperate-risk-takers-tattooing-their-foreheads-climbing-mount-everest-for-crypto/ | 467 |
| 12 | How MEV Bot “JaredFromSubway” got exploited For Over $15m
https://x.com/0xdoug/status/2068485698831761454?s=12&t=2q9OLMlaobNlHLewOXT4uA | 555 |
| 13 | Early Warning Services announced Zelle USD
A stablecoin designed to help member banks expand into international cross-border remittances and compete with low-cost money transfer services
While other banking consortiums prefer tokenized deposits to keep assets secure on their own balance sheets, public stablecoins offer a highly interoperable layer that can move money instantly across different networks and global wallets
https://www.fintechbrainfood.com/p/zelle-stablecoin | 474 |
| 14 |  AI now represents 39% of the S&P 500
https://www.zerohedge.com/the-market-ear/great-concentration | 1 043 |
| 15 |  Trump tells Axios he no longer views Anthropic as national security threat
https://www.reuters.com/world/us/trump-tells-axios-he-no-longer-views-anthropic-national-security-threat-2026-06-19/ | 671 |
| 16 | CoinGecko founder says market bottom not in
https://x.com/bobbyong/status/2068119262116630845?s=20 | 599 |
| 17 | Liquid Machine Labor
AI, robotics, and crypto are reducing the transaction costs that once made firms the best way to organize labor, so machine work should instead be coordinated through open, composable protocols that route tasks, verify outcomes, settle payments and distribute value to all contributors
This “Liquid Machine Labor” model would prevent a future of concentrated ownership where a handful of companies control the robots, data, models, and markets, instead enabling a more open, attributable economy
https://x.com/ethermage/status/2067901533489148226 | 578 |
| 18 | State of stablecoins in Latin America
Shifted to a structural necessity, serving as a vital financial tool for individuals and businesses seeking to preserve purchasing power against high inflation and bypass limited banking access
Dramatically lowering high fees and settlement lags traditionally associated with cross-border remittances and business-to-business payments
http://rain.xyz/resources/state-of-stablecoins-in-latin-america | 570 |
| 19 | Kintara
https://x.com/playkintara/status/2068181097624621117?s=46&t=2q9OLMlaobNlHLewOXT4uA | 726 |
| 20 | 🚨 Goldfinch is Officially Winding Down
A Goldfinch depositor exposes his major loss in Goldfinch, where over $50m across 8 loans resulted in 2 defaults and 6 restructurings; he recovered only 30% with little prospect of full return
Goldfinch has been heavily tied to microloans in emerging market funds in Africa/Asia
Days before his post, Goldfinch also proposed winding down the protocol and only keeping the legacy Goldfinch app running so users can still withdraw whatever is left
https://x.com/edwardmorra_btc/status/2068009385901670479?s=20
https://gov.goldfinch.finance/t/gip-87-maintenance-mode-of-goldfinch-operations-and-wind-down-goldfinch-prime/2202 | 837 |
