Every Zipp story tagged #KimiK3, newest first.
A $30B-plus valuation, a $300M ARR run-rate, and a model that briefly halted new sign-ups reset the question of how far behind China's AI sector really is, with bitcoin trading as the AI capex proxy…
The two forces roughly cancel for crypto: war-driven Brent is inflationary, while Moonshot's Kimi K3 puts fresh pressure on the chip names Bitcoin has tracked all month.
The selloff ties crypto more closely to semiconductor valuations and tests miners’ AI data-center strategies built on scarce, costly compute.
CoinDesk