Crypto4Harris令人失望贺锦丽或未能赢得币圈认同

cryptonewsPublicado a 2024-08-08Actualizado a 2024-08-20

Last updated:

八月 20, 2024 11:50 GMT+8

Criptos en tendencia

CitreaCTR

wrapped stUSDTWSTUSDT

Velodrome FinanceVELODROME

BrevisBREV

PancakeSwapCAKE

JUSTJST

Lecturas Relacionadas

Anthropic Strikes Another $9.1 Billion Computing Deal with Bitcoin Miner Riot, Committing $60 Billion in 3 Months

AI startup Anthropic is aggressively expanding its computing power capacity. According to Bloomberg, Anthropic has signed a long-term cloud computing contract with Bitcoin mining company Riot Platforms worth $9.1 billion over 20 years. This is part of a recent series of massive compute procurement deals by Anthropic, totaling over $60 billion in recent months, including agreements with infrastructure startup Volta Infra Holdings ($10 billion) and Elon Musk's xAI (nearly $45 billion). The deals aim to address the severe compute shortage bottlenecking the growth of its Claude AI tools. The agreement with Riot grants Anthropic access to 191 megawatts of computing power from Riot's data center campus in Texas. The contract includes options for two five-year extensions, potentially increasing its total value to $16.1 billion and extending it to 2048. Following the news, Riot's stock surged 25% in after-hours trading. This deal marks a significant strategic shift for Riot Platforms, transitioning from Bitcoin mining to the AI data center market, leveraging its existing power infrastructure and large-scale data center operations. The long-term, high-value contract is seen as reshaping Riot's revenue model from volatile cryptocurrency mining towards more stable, contracted service income.

华尔街日报Hace 8 min(s)

Anthropic Strikes Another $9.1 Billion Computing Deal with Bitcoin Miner Riot, Committing $60 Billion in 3 Months

华尔街日报Hace 8 min(s)

U.S. Stock Market Trend (August 11): Oil Prices Surge, Treasury Yields Rise, Tech Stocks Under Pressure, Optical Communication Plummets

U.S. Stock Market Trends (August 11): Oil Surge and Rising Bond Yields Pressure Tech; Optical Communication Stocks Plunge. U.S. stock indices closed slightly lower on Monday, with the S&P 500 and Dow Jones retreating from recent record highs. The primary market pressures were a significant oil price jump of over 5% amid unresolved negotiations to reopen the Strait of Hormuz and a consequent rise in U.S. Treasury yields, which weighed on growth stock valuations. The technology sector faced pressure, with Nvidia falling nearly 3% despite news of its pursuit of a $500 billion AI infrastructure financing consortium with major Wall Street firms. The optical communication sector saw a sharp sell-off, with Coherent dropping over 14%. In contrast, Chinese stocks listed in the U.S. were a notable bright spot, as the Nasdaq Golden Dragon China Index rose nearly 2%. Gold prices advanced for a second consecutive session on inflation hedging demand, while Bitcoin fell below $64,000. Key market movers included surging oil prices (WTI and Brent up ~5%) due to stalled Strait of Hormuz talks and heightened supply concerns, pushing the 10-year Treasury yield near 4.71%. Major tech stocks were mixed. Beyond Nvidia's decline, Intel fell over 4% on a new share offering plan. The Philadelphia Semiconductor Index dropped approximately 1.2%. Market attention remains on oil price dynamics, the impact of rising yields, and the forthcoming U.S. CPI data.

marsbitHace 15 min(s)

U.S. Stock Market Trend (August 11): Oil Prices Surge, Treasury Yields Rise, Tech Stocks Under Pressure, Optical Communication Plummets

marsbitHace 15 min(s)

JP Morgan Research Report Analysis: SK Hynix Fell 15% Last Week, Concerns Over HBM Pricing Overblown and Shareholder Returns to Land Ahead of Schedule

JPMorgan Research Report Interpretation: Addressing Concerns on SK Hynix's Recent Share Price Decline SK Hynix's stock fell 15% last week, underperforming the KOSPI (-5%) and Samsung (-9%). Key investor concerns centered on HBM pricing uncertainty, unclear shareholder return timelines, and a recently disclosed ₩54 trillion capital expenditure plan. JPMorgan's August 9 report addresses each point. Regarding HBM, JPMorgan refutes inaccurate media reports suggesting potential 50% price discounts for HBM4 in 2027. The firm's conservative model assumes <40% average HBM price growth by 2027, based on factors including memory suppliers prioritizing high-margin DDR5/LPDDR5/NAND in LTA allocations and the long-term partnership with key customer NVIDIA. The most significant near-term catalyst is shareholder returns. SK Hynix has committed to announcing additional shareholder return measures before the end of Q3 (September), earlier than its prior "year-end" guidance. JPMorgan anticipates a progressive policy, supported by an estimated cumulative free cash flow exceeding ₩800 trillion over three years and proceeds from the Kioxia stake sale. The substantial ₩54 trillion capex plan is for two new memory fabs to support its 2030 roadmap, not short-term aggressive expansion. The Yongin Y2 DRAM fab (₩35.2tn) and Cheongju M17 NAND fab (₩19.1tn) have construction starts scheduled for 2027, with clean room completion and investments stretching to 2028-2031. JPMorgan sees limited strategic value in a potential IPO for subsidiary Solidigm, noting SK Hynix's strong internal cash flow can fund capex without dilution, and an IPO might trigger dual-listing rule constraints in Korea. The report concludes last week's sell-off was an overreaction. JPMorgan maintains its Overweight rating and ₩2.75 million price target (~7x avg. 2026-2027 EPS), asserting the memory super-cycle thesis and SK Hynix's fundamentals remain intact.

marsbitHace 18 min(s)

JP Morgan Research Report Analysis: SK Hynix Fell 15% Last Week, Concerns Over HBM Pricing Overblown and Shareholder Returns to Land Ahead of Schedule

marsbitHace 18 min(s)

The Post-Crypto Era Outlook: Asset Valuation Returns to Fundamentals, What to Watch for the Next Decade?

Cryptoeconomy at a Turning Point: Valuations Reset, Focus Shifts to Real Value The cryptoeconomy is undergoing its most significant transformation yet, moving from speculative excess to a focus on sustainable, value-generating applications. After the 2021 hype cycle, which saw unsustainable valuations, the market has experienced a prolonged "reversion to the mean." Structural issues like cyclical revenues, regulatory uncertainty, and misaligned incentives between equity and token holders led to widespread fatigue. However, these problems are now widely recognized and are being addressed. A key shift is the emergence of applications demonstrating real, compounding growth independent of token prices. These include peer-to-peer internet platforms, global digital dollars, permissionless exchanges, novel derivatives, global collateral markets, and open financing platforms. Leading blockchains like Ethereum and Solana are solidifying their positions as foundational monetary and financial layers for the internet. Simultaneously, traditional financial and tech institutions are accelerating their blockchain integration with production-grade products, moving beyond mere experiments. Clearer regulations are enabling a shift from compliance concerns to exploring new business models. While the broader cryptoeconomy's emergence appears inevitable—driven by declining institutional trust, monetary devaluation, and a desire for fairer systems—intense competition means only a few native projects will become the dominant winners. The current phase offers a unique opportunity for investors, as leading projects are potentially undervalued after years of consolidation. The task is no longer to debate the technology's viability but to identify and capitalize on the real value being built for the next decade.

marsbitHace 19 min(s)

The Post-Crypto Era Outlook: Asset Valuation Returns to Fundamentals, What to Watch for the Next Decade?

marsbitHace 19 min(s)

Outlook for the Post-Encryption Era: Asset Valuation Returns, What to Watch in the Next Decade?

The crypto economy is undergoing its most significant transformation in eight years, characterized by a shift from speculative frenzy to fundamental-driven growth. After the extreme overvaluation and unrealistic expectations of 2021, asset prices, including Bitcoin relative to gold, have corrected significantly. This reset has exposed structural industry weaknesses such as cyclical revenues, regulatory uncertainty, misaligned incentives between equity and token holders, poor disclosure, and a lack of common valuation frameworks, leading to widespread investor fatigue. However, this correction is healthy and has set the stage for a more mature phase. Numerous real-world use cases have emerged and are exhibiting compound growth, independent of token prices. These include peer-to-peer internet platforms, global digital dollars, permissionless exchanges, novel derivatives, global collateral markets, democratized asset creation, open fundraising platforms, and decentralized physical infrastructure networks. Key issues like dual-token models are being resolved, disclosure is improving, and a consensus is forming that most assets must generate cash flow. The leading blockchains (e.g., Ethereum, Solana) are becoming the monetary and financial base layer of the internet, with entrenched network effects. Established Wall Street and Silicon Valley institutions are now launching production-grade products on public chains, a shift accelerated by clearer regulations. While valuations have reset and growth models remain conservative, the potential for exponential growth remains. The broader macro environment—declining institutional trust, unsustainable sovereign debt, currency debasement, deglobalization, and a generational wealth transfer—is uniquely favorable for crypto's adoption. The market is not uniformly maturing; it consists of various products at different adoption stages where speculation will persist in cycles. The core opportunity lies in identifying the few native projects that will become foundational winners as the world rebuilds its economic systems. The current period of disillusionment conceals a generational opportunity for those betting on the new paradigm rather than mourning the old one.

Odaily星球日报Hace 53 min(s)

Outlook for the Post-Encryption Era: Asset Valuation Returns, What to Watch in the Next Decade?

Odaily星球日报Hace 53 min(s)

Trading

Spot

Artículos destacados

Cómo comprar GMT

¡Bienvenido a HTX.com! Hemos hecho que comprar Green Metaverse Token (GMT) 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 Green Metaverse Token (GMT) 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 Green Metaverse Token (GMT)Después de comprar tu Green Metaverse Token (GMT), guárdalo en tu cuenta HTX. Alternativamente, puedes enviarlo a otro lugar mediante transferencia blockchain o utilizarlo para tradear otras criptomonedas.Paso 4: tradear Green Metaverse Token (GMT)Tradear fácilmente con Green Metaverse Token (GMT) 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.

35 Vistas totalesPublicado en 2024.12.10Actualizado 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 GMT (GMT).

Crypto4Harris令人失望 贺锦丽或未能赢得币圈认同