Tags:defi

Gate Research: The “Wall Street-ization” Wave of Crypto Financial Products – Competition or Convergence?

However, seventeen years later, one of the mainstream ways to hold Bitcoin is to buy shares in an ETF issued by BlackRock, the world’s larges...
Analysis

Bernstein Analysis: 50GW Computing Power Revaluation of Equipment Stocks, Is the AI Equipment Super Cycle Here?

TL;DR Bernstein estimates that in a 50GW scenario, cumulative related WFE from 2027-2029 will be approximately $736 billion. Each additional 1GW/y...
Analysis

Nvidia’s “Underground” Campaign: Why $10 Billion in Dark Fiber Is a Deeper Moat Than Chips

Original Source: Wall Street CN Nvidia is quietly advancing a project across the United States that is unrelated to chips yet potentially more stra...
Analysis

White House compromise clears ethical hurdles, is the Clarity Act hitting the final window before the recess?

Author: Azuma (@azuma_eth) On July 21, Beijing time, multiple industry sources revealed that the Trump administration has agreed to include an eth...
Analysis

Kimi K3 has not yet been open-sourced, but overseas observers are already re-evaluating China’s AI landscape

TL;DR After the release of Kimi K3, overseas discussions shifted from model capabilities to Moonshot AI founder Yang Zhilin returning to China to ...
Analysis
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That was close! A hired third-party contractor nearly destroyed MetaMask

Author: Golem (`@web3_golem`) Last week, just after MetaMask celebrated its 10th anniversary, the media broke a “security scandal” abo...
Analysis

$100,000 a month, Trump starts selling “Alpha”

Author: Azuma (@azuma_eth) Trump has once again pulled off a 'shocking move' that defies conventional understanding. According to a report by the ...
Analysis

JST’s Fourth Round of Buyback and Burn Surpasses 355 Million Tokens, with Burn Amount Reaching a New All-Time High

In this round, over 355 million JST tokens were burned, accounting for 3.59% of the total token supply, with the corresponding burn value surpassin...
Analysis

Dialogue with CZ: Don’t Think About Quitting Crypto; If I Had to Start Over, I’d Still Build an Exchange

Guest: CZ (Zhao Changpeng), Founder and former CEO of Binance Host: Jacquelyn Melinek, Talking Tokens Podcast (Strata Media) Podcast Source: Talkin...
Analysis

The CLARITY Act Delay Has Become a Compliance Crisis, Not Merely a Political Standoff

Original Translation: AididiaoJP, Foresight News Last July, Congress promised to resolve the issue of digital asset regulatory classification. One ...
Analysis
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