[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![SemiAnalysis_ Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1745106082790318080.png) SemiAnalysis [@SemiAnalysis_](/creator/twitter/SemiAnalysis_) on x 27.3K followers
Created: 2025-07-03 20:17:34 UTC

DeepSeek Debrief: >128 Days Later
Traffic and User Zombification
GPU Rich Western Neoclouds
Token Economics (Tokenomics) Sets the Competitive Landscape


![](https://pbs.twimg.com/card_img/1940845036754583553/GOOsWQdo?format=png&name=800x419)

XXXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940867535366488300/c:line.svg)

**Related Topics**
[token](/topic/token)
[gpu](/topic/gpu)

[Post Link](https://x.com/SemiAnalysis_/status/1940867535366488300)