Analysis

U.S. Dollar Defies Japan’s Intervention Red Line, Will the Carry Trade Collapse?

TL;DR The U.S. dollar index held above 101 during intraday trading on June 23, with the dollar-yen pair approaching the key 161.96 level, a near 4...
Analysis

Rented Faith: How Much of the Bitcoin ETF Inflows Is Real Money

ETF inflows are often seen as a “thermometer” for big institutional money’s confidence in Bitcoin. But week-to-week, they measure...
Analysis

Zhipu is already worth a trillion yuan. How should Anthropic’s valuation be calculated?

TL;DR Binance’s Anthropic Pre-IPO perpetual contract, assuming a share count of 1 billion shares, currently implies a total market cap of ap...
Analysis

SpaceX has such a high valuation ceiling; the answer lies in Elon Musk’s business ecosystem.

With this epic IPO, SpaceX's market capitalization surged past $2.1 trillion in a single day, setting a record for the largest single IPO in busine...
Analysis

Landing at Third Place, Rothera is Shaking Up the Prediction Market Landscape

Author: Azuma (@azuma_eth) Last week, Odaily published an article titled “The First Prediction Market Concept Stock Has Emerged!”, which mainly di...
Analysis

Podcast Notes: Micron’s Earnings Report Arriving Wednesday – Reduce Position Risk and Wait for Low-Price Opportunities in the Storage Sector

Host: Kevin Gerrity Podcast Source: Market Signal Original Title: Micron’s Playbook for Next Week Broadcast Date: June 22, 2026 Key Takeaways The ...
Analysis

Greedy DRAM oligarchs are strangling the future of AI

Translation: TechFlow Introduction: P Equity Research puts forward an underappreciated thesis: the memory Big Three (Samsung, SK Hynix, Micron) are...
Analysis

Ethereum is retracing the same path as the Internet and Linux: everyone refuses to yield to anyone else, and in the end, the neutral party takes it all.

Original Translation: TechFlow Introduction: Stripe wants everyone to use Tempo, JPMorgan wants to push its own chain, Circle wants to launch Arc -...
Analysis

Whether or not you understand the game, betting on a draw might be the best strategy for this World Cup?

Author: Asher (@Asher_0210) As the World Cup group stage progresses, a counterintuitive trend is becoming increasingly apparent: Betting on strong...
Analysis

SpaceX, AI, and XRP: Why the Next Wealth Transfer May Be Different

Original author: EDO FARINA XRP Original translation compiled by: Peggy Editor's note: This article attempts to understand the expected SpaceX IPO,...
Analysis
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