Pendle周期概览：vePENDLE LP收益增加；PT-sUSDe Morpho池部署2500万DAI

长文源：区块律动Publicado a 2020-08-24Actualizado a 2024-08-20

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Strategy Watch #4

Strategy Watch #4 analyzes institutional activity in digital assets for April. It reports a gradual recovery in Bitcoin (BTC) capital flows, while stablecoin demand surged. However, Ethereum (ETH) remained in persistent net outflow. A notable turnaround was observed in ETH ETF flows, shifting from significant outflows to inflows by month-end. Conversely, DeFi Total Value Locked (TVL) on Ethereum reversed course sharply, with accelerated outflows indicating renewed allocator caution. CME basis yields for both BTC and ETH deteriorated sharply, turning negative and suggesting reduced institutional risk appetite. The report is structured across six sections covering institutional flows, fund performance, a deep dive into DeFi/yield strategies, on-chain vault performance, manager positioning, and allocation updates.

insights.glassnodeHace 4 min(s)

HYPE Spot ETF Continuously Accumulates 1% in 14 Days: Is the $75 New High Just the Starting Point?

Hyperliquid (HYPE) has surged to a new all-time high of $75 amid strong institutional and ETF-driven buying pressure. The article highlights several key bullish factors. First, the HYPE spot ETFs from 21Shares and Bitwise have seen 14 consecutive days of net inflows, totaling over $136 million and absorbing nearly 1% of HYPE's market cap—a faster initial pace than BTC or ETH ETFs. This ETF demand provides a solid price floor. Second, the protocol's own Assistance Fund (AF) mechanism, which uses 99% of fees to buy back and burn HYPE, has already removed over $1.1 billion worth of tokens, creating a dual support system alongside ETF inflows. This combined buying power is expected to counter potential selling pressure from upcoming team token unlocks. Institutionally, venture firm a16z is now considered one of the largest external holders of HYPE, with multiple addresses accumulating millions of tokens. Galaxy Digital is also actively buying. Analysts and firms like Bitwise and Grayscale are framing HYPE not as a mere meme coin but as a "second-generation" crypto with real value capture and infrastructure potential. Furthermore, Hyperliquid Strategies (PURR), a publicly traded company holding a large HYPE treasury, is set to join the Russell 3000 Index, potentially unlocking further passive investment flows. The ongoing feud between prominent backers like Arthur Hayes (pro-HYPE) and Kyle Samani (pro-SOL) underscores the intense market debate, with Hayes famously betting HYPE will outperform all top-ten crypto assets this year.

Odaily星球日报Hace 13 min(s)

HYPE Spot ETF Continuously Accumulates 1% in 14 Days: Is the $75 New High Just the Starting Point?

Odaily星球日报Hace 13 min(s)

Blockmaze Defines the Future of RWA Tokenisation with Compliance-First Infrastructure for a $500T On-Chain World

Blockmaze, a regulated ecosystem for tokenized real-world assets (RWAs) backed by Finvasia Group, is launching compliance-first infrastructure to bridge traditional finance and blockchain. It aims to solve the critical challenge of connecting digital tokens to legally recognized ownership and regulatory frameworks. With licenses across eight jurisdictions and over 45 regulatory registrations, Blockmaze provides a platform for issuers and institutions to tokenize assets like real estate, stocks, and commodities securely and compliantly. The goal is to unlock institutional trust and accelerate the transition of a portion of the estimated $500+ trillion global asset market onto the blockchain. The company's CEO, Tajinder Virk, emphasizes that the future of tokenization hinges not just on technology, but on regulated infrastructure that ensures legal recognition and trust.

TheNewsCryptoHace 28 min(s)

Blockmaze Defines the Future of RWA Tokenisation with Compliance-First Infrastructure for a $500T On-Chain World

TheNewsCryptoHace 28 min(s)

ETH Bull and Bear Views Compilation: Can Ethereum's Value Flow Back to ETH?

Titled "ETH Bull and Bear Views: Can Ethereum's Value Flow Back to ETH?", this article synthesizes the current heated debate around Ethereum's native token, ETH, following Bankless co-founder David Hoffman's decision to sell his entire ETH holdings. The **bullish case**, represented by figures like Tom Lee (BitMine CEO) and Raoul Pal, argues that ETH's core thesis remains intact. They contend Ethereum is the essential, secure, and neutral foundational layer for future finance—encompassing stablecoins, RWA, DeFi, L2s, and Agentic AI. Bulls bet on ETH's long-term revaluation as institutional adoption of on-chain finance grows, with significant buying activity from entities like BitMine and Consensys cited as evidence. Conversely, the **bearish perspective**, led by Hoffman and analysts like Markus Thielen, questions ETH's value capture mechanism. They acknowledge Ethereum's network success but argue that the value created by L2s, DeFi, and applications does not sufficiently accrue to the ETH token itself. Bears point to ETH's prolonged underperformance versus the broader crypto market, lack of traditional cash flows, weakening "ultrasound money" narrative, and apparent institutional retreat (e.g., Harvard Management Company exiting its ETH ETF position) as key concerns. The debate highlights a pivotal shift: ETH is no longer just a community belief asset. The central question is whether ETH can transition from being a "**used infrastructure**" to a "**continuously bought and held core asset**" as more value enters the Ethereum ecosystem. The market is now critically examining the direct link between network growth and ETH's value.

marsbitHace 59 min(s)

ETH Bull and Bear Views Compilation: Can Ethereum's Value Flow Back to ETH?

marsbitHace 59 min(s)

Crypto is dead, Perps are forever

The crypto industry is shifting from a focus on creating native assets (like altcoins and protocol tokens) to becoming a "global asset pipeline." Native cryptocurrencies, except for Bitcoin, are seen as failing in their value storage and utility promises, with demand driven largely by speculation. Attention and liquidity are now moving toward real-world assets (RWAs) like U.S. stocks, bonds, gold, and oil traded on-chain via perpetual contracts (Perps). Stablecoins like USDT and USDC set the precedent, proving blockchain's core strength is efficient global settlement and transfer, not inventing new monetary systems. Meanwhile, assets like Ethereum and many DeFi tokens struggle as their narratives weaken against tangible traditional assets and the rapid real-world progress of AI. Perpetual contracts have emerged as a pivotal innovation. They simplify trading by offering pure price exposure to any asset, bypassing complexities of ownership, custody, and traditional market hours. Projects like Hyperliquid gained traction by combining CEX-like efficiency with on-chain transparency, capitalizing on post-FTX distrust, macroeconomic volatility, and the surge in demand for 24/7 stock trading. In conclusion, while the era of speculative native "crypto assets" may be over, perpetual contracts persist as the industry's most potent financial instrument—transforming all assets into globally accessible, constantly tradable instruments centered on price speculation.

marsbitHace 1 hora(s)

marsbitHace 1 hora(s)

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Cómo comprar PENDLE

¡Bienvenido a HTX.com! Hemos hecho que comprar Pendle (PENDLE) sea simple y conveniente. Sigue nuestra guía paso a paso para iniciar tu viaje de criptos.Paso 1: crea tu cuenta HTXUtiliza tu correo electrónico o número de teléfono para registrarte y obtener una cuenta gratuita en HTX. Experimenta un proceso de registro sin complicaciones y desbloquea todas las funciones.Obtener mi cuentaPaso 2: ve a Comprar cripto y elige tu método de pagoTarjeta de crédito/débito: usa tu Visa o Mastercard para comprar Pendle (PENDLE) al instante.Saldo: utiliza fondos del saldo de tu cuenta HTX para tradear sin problemas.Terceros: hemos agregado métodos de pago populares como Google Pay y Apple Pay para mejorar la comodidad.P2P: tradear directamente con otros usuarios en HTX.Over-the-Counter (OTC): ofrecemos servicios personalizados y tipos de cambio competitivos para los traders.Paso 3: guarda tu Pendle (PENDLE)Después de comprar tu Pendle (PENDLE), guárdalo en tu cuenta HTX. Alternativamente, puedes enviarlo a otro lugar mediante transferencia blockchain o utilizarlo para tradear otras criptomonedas.Paso 4: tradear Pendle (PENDLE)Tradear fácilmente con Pendle (PENDLE) en HTX's mercado spot. Simplemente accede a tu cuenta, selecciona tu par de trading, ejecuta tus trades y monitorea en tiempo real. Ofrecemos una experiencia fácil de usar tanto para principiantes como para traders experimentados.

335 Vistas totalesPublicado en 2024.12.12Actualizado en 2026.06.02

Discusiones

Bienvenido a la comunidad de HTX. Aquí puedes mantenerte informado sobre los últimos desarrollos de la plataforma y acceder a análisis profesionales del mercado. A continuación se presentan las opiniones de los usuarios sobre el precio de PENDLE (PENDLE).