According to BlockBeats, on August 16th, Serenity published an article stating that AI investment is far less complex than the market imagines. This is because Nvidia and Jensen Huang have consistently and clearly communicated their next steps, but the market has almost always ignored this until the actual market rally occurs. Looking back to 2025, when Nvidia proactively expanded its EML and laser production capacity, the market dismissed it as a "bubble in photonics, like quantum mechanics," labeling related companies as scams. A year later, LITE surged 678%, AAOI rose 475%, COHR increased 261%, and AXTI jumped 3844%, finally leading the market to acknowledge this round of optical interconnect boom.

Serenity further points out that Nvidia is repeating the same script in 2026: securing CW/EML capacity through LTA, pushing the 800V architecture, making an unusually clear bet on the CPO switch, and listing physical AI as the next theme. However, the current market still ridicules CW players as meme stocks, 800V and CPO as far off, and humanoid robots as unprofitable.

Serenity has made it clear: we'll see in 2027. I've chosen to bet my money on Jensen Huang and Nvidia, the leading indicators.

According to BlockBeats, on August 16th, Dalian, the city where the Chinese domestic abstract animated film "Niu Lai" was produced, completely stopped screening and removed the film from theaters. Local cinemas stated that they received a notice due to concerns about the film's poor quality and potential impact on the city's image. Currently, "Niu Lai" has not been completely removed from theaters across China; most other cities are still showing the film normally today. Many cinemas have explicitly stated that they have not received official notice of removal, and tickets for the film can still be purchased on ticketing apps for several days or even a week later. Screenshots circulating online claim that nationwide screenings will be suspended from August 17th (already scheduled screenings can continue), but this information has not been confirmed by official sources or most cinema chains. "Niu Lai" is still showing, and its box office revenue has surged from a few thousand yuan initially to millions.

According to Lighthouse Pro, the film "Niu Lai" has entered the top 10 of the 2026 Chinese domestic animation box office chart, with a current box office of 4.648 million yuan, ranking ninth after "Shuke and Beta: Miniature Humans" with 6.732 million yuan.

According to GMGN data, trading of the Meme coin "Niu Lai" on BNB Chain remains active, with a 24-hour trading volume of $37.5 million. Its market capitalization is currently $16.4 million, a 24-hour increase of 223%, but down nearly 45% from today's high of $29 million.

BlockBeats reminds users that Meme coins have few real-world use cases, their prices fluctuate greatly, and investment should be approached with caution.

According to BlockBeats, citing three sources familiar with the matter, U.S. negotiators encountered a problem in mid-May when attempting to reach an agreement with Iran to end the war: they were unsure whether the Iranian representatives across the negotiating table truly represented the powerful Islamic Revolutionary Guard Corps (IRGC). Therefore, Trump administration officials took an unusual approach—bypassing Iranian negotiators and contacting senior IRGC officials directly.

The US chose Nechirvan Barzani, the president of the Iraqi Kurdistan Region, to head this secret communication channel. He possessed a rare advantage: the trust of both the US and the Islamic Revolutionary Guard Corps leadership. A major reason for the difficulties in US-Iran negotiations was Washington's uncertainty about who truly held decision-making power in Iran. Although the US and Iran did eventually reach a memorandum of understanding, it quickly broke down.