DeFi市值占整体市场份额创三年新低

币界网Published on 2024-08-13Last updated on 2024-08-13

币界网报道：

DeFi的市值占全球货币市值的百分比已降至三年来的最低水平。

Coingecko追踪的DeFi指数显示，在最近的市场抛售中，DeFi的“主导地位”达到了3年来的最低点，跌至2.81%。

这是2021年“DeFi Summer”开始前的最低点。该指数主要由以太坊区块链上的DeFi项目组成，但也包含来自Solana和Base等其他区块链的项目。

随着ETF的引入，允许机构获得数字资产的敞口，DeFi代币似乎在很大程度上被市场参与者忽视了。尽管兴趣不高，DeFi的市值仍为700亿，约占撰写本文时以太坊市值的22%。

根据The Block的说法，对Defi代币的低兴趣可能是由于几个因素，即这些代币的高完全稀释估值（FDV）以及正在进行的模因币热潮。

由于FDV很高，投资者不得不担心即将到来的代币解锁和通货膨胀率，可能会避开其中许多。这与模因币完全相反，模因币可能在相对较短的时间内提供多重回报。然而，鉴于DeFi在传统金融行业的潜在应用场景，将其排除在外还为时过早。

iQiyi Is Too Impatient

The article "iQiyi Is Too Impatient" discusses the controversy surrounding the Chinese streaming platform IQiyi's recent announcement of an "AI Actor Library" during its 2026 World Conference. IQiyi claimed over 100 actors, including well-known names like Zhang Ruoyun and Yu Hewei, had joined the initiative. CEO Gong Yu suggested AI could enable actors to "star in 14 dramas a year instead of 4" and that "live-action filming might become a world cultural heritage." The announcement quickly sparked backlash. Multiple actors named in the list issued urgent statements denying they had signed any AI-related authorization agreements. This forced IQiyi to clarify that inclusion in the library only indicated a willingness to *consider* AI projects, with separate negotiations required for any specific role. The incident, which trended on social media with hashtags like "IQiyi is crazy," is presented as a sign of the company's growing desperation. Facing intense competition from short-video platforms like Douyin and Kuaishou, as well as Bilibili and Xiaohongshu, IQiyi's financial performance has weakened, with revenues declining for two consecutive years. The author argues that IQiyi is "too impatient" to tell a compelling AI story to reassure the market, especially as it pursues a listing on the Hong Kong stock exchange. The piece concludes by outlining three key "AI questions" IQiyi must answer: defining its role as a tool provider versus a content creator, balancing the "coldness" of AI with the human element audiences desire, and properly managing the interests of platforms, actors, and viewers. The core dilemma is that while AI can reduce costs and increase efficiency, it risks creating homogenized, formulaic content and devaluing human performers.

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Jensen Huang Publicly Challenges Google and Amazon, Is the Chip Business Entirely Sustained by Anthropic?

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ARK's SpaceX IPO Investment Guide: $1.75 Trillion Valuation, 95x Price-to-Sales Ratio, Where Is the Money Going?

ARK Invest, a major investor in SpaceX, provides an analysis following SpaceX's confidential IPO filing on April 1, 2026, targeting a $1.75 trillion valuation and up to $75 billion in funding for a Nasdaq listing around June 2026. This would be the largest IPO in history. The valuation implies a price-to-sales ratio of ~95x based on ~$18.5B in projected 2025 revenue. ARK argues this reflects future potential, not current reality. Key drivers include Starlink, with over 10M users and $20B+ in 2026 revenue, launch services which have reduced costs by ~95% since 2008, and the strategic merger with xAI in February 2026, enabling vertically integrated AI and orbital computing. ARK’s investment thesis is based on SpaceX's proven execution of ambitious goals, like reusable rockets and global satellite internet. The firm notes that significant value creation often occurs pre-IPO, and its Venture Fund offers exposure to SpaceX’s earlier private stages. Post-IPO, the fund will manage the position per standard lock-up and rebalancing processes, maintaining flexibility to reinvest in other private innovations. The analysis is based on public estimates and ARK research; the S-1 filing is not yet public. This is not investment advice.

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Stablecoin Hype Overblown? Moody’s Says Banks Aren’t In Danger

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Not a Price Hike, but a Supply Cut? Oil Prices Have Crossed the Tipping Point

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