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Uniswap community votes 74% in favor of UNI burn: Will adoption drive token scarcity?

The Uniswap community is voting on a proposal to implement the protocol's first sustained UNI token burn mechanism, with 74% currently in support. The proposal, which involves activating protocol fees on Robinhood Chain and deploying v4, would channel fees into accounts where users can burn UNI. This aims to link UNI's supply directly to protocol usage rather than just governance incentives. With Uniswap generating significant daily and annual protocol revenue, increased trading activity from new deployments like Robinhood Chain could create more opportunities to remove UNI from circulation. While the initial burn rate is modest relative to total supply, the mechanism establishes a long-term connection between usage and token scarcity. The success of this strategy now hinges on user adoption. Robinhood Chain's rapid growth, surpassing $1 billion in swap volume shortly after launch, tests whether Uniswap can expand its user base. Sustained activity on such chains will determine if the burn mechanism can meaningfully strengthen UNI's value by tying it to organic protocol demand.

ambcrypto07/14 03:02

Uniswap community votes 74% in favor of UNI burn: Will adoption drive token scarcity?

ambcrypto07/14 03:02

Ethereum whales add $20.6M in ETH – Is $2,000 within reach?

Ethereum (ETH) has reclaimed and held the $1,800 price level. Despite struggles to maintain a clear uptrend, large-scale investors, or "whales," are actively accumulating. On-chain data reveals two significant whale purchases totaling 11,306 ETH, worth approximately $20.59 million. This accumulation aligns with broader market signals showing sustained demand: exchange netflows have been negative for eight consecutive days—the longest streak this year—indicating more ETH is being withdrawn from exchanges than deposited. Consequently, the available supply on exchanges has decreased, with the Exchange Supply Ratio hitting a three-week low. The Relative Strength Index (RSI) remains above 50, supporting a bullish momentum. For ETH to target the $2,000 level, it must maintain its position above the short-term moving average at $1,778. Continued accumulation and controlled supply could pave the way for further price appreciation.

ambcrypto07/12 15:03

Ethereum whales add $20.6M in ETH – Is $2,000 within reach?

ambcrypto07/12 15:03

Shiba Inu drops 5% despite biggest token burn in 6 months – Here’s why!

Despite the Shiba Inu community executing its largest single-day token burn in six months, removing over 110 million SHIB from circulation, the token's price dropped approximately 5%. The article explains that while token burns reduce supply to create scarcity, the recent burn activity represents only a tiny fraction of SHIB's massive circulating supply of roughly 585.6 trillion tokens. Therefore, it fails to materially tighten supply. More significantly, weak overall demand in the memecoin sector is the primary driver. Capital has been flowing out of memecoins, with their share of the total altcoin market cap declining sharply. Consequently, SHIB's price remains more sensitive to broader memecoin market weakness and capital outflows than to its own deflationary token burn efforts.

ambcrypto07/09 05:02

Shiba Inu drops 5% despite biggest token burn in 6 months – Here’s why!

ambcrypto07/09 05:02

Ethereum and Bitcoin face historic supply squeeze – THESE 2 metrics reveal what’s next

Bitcoin and Ethereum are experiencing a historic supply squeeze, as both cryptocurrencies see their exchange balances hit multi-year lows. This persistent withdrawal trend signals a shift toward long-term holding and self-custody models like ETFs, reducing the liquid supply available for trading. For Bitcoin, long-term holders are actively accumulating, with their net position change turning positive and supply held approaching 15 million BTC. This behavior creates scarcity, which could amplify price discovery if demand recovers. However, the analysis concludes that while reduced exchange supply supports accumulation, a sustained Bitcoin uptrend will ultimately require stronger buying demand to absorb available liquidity and maintain momentum.

ambcrypto07/08 16:02

Ethereum and Bitcoin face historic supply squeeze – THESE 2 metrics reveal what’s next

ambcrypto07/08 16:02

A Company Once on the Verge of Collapse Now Has a Market Cap Surpassing Bitcoin

"Once nearly bankrupt, SK Hynix now surpasses Bitcoin in market cap." On June 22, SK Hynix's market value reached $1.35 trillion, exceeding Bitcoin's $1.29 trillion, driven by soaring demand for its High-Bandwidth Memory (HBM), a critical component for AI training. As NVIDIA's primary HBM supplier with over 60% market share, the company reported a 72% operating profit margin in Q1. Its remarkable turnaround stems from a 13-year bet on HBM technology, initiated in 2009 and rescued by SK Group's acquisition in 2012. The company plans a Nasdaq listing, potentially attracting more institutional capital. This milestone highlights a market preference for tangible AI infrastructure assets—like HBM with its physical scarcity and verifiable revenue—over narrative-driven crypto-AI projects, which remain in early developmental stages and lack comparable proof of scalable demand or economic models. The capital shift underscores the premium placed on real-world supply constraints and profitability in the current AI boom.

marsbit06/22 12:03

A Company Once on the Verge of Collapse Now Has a Market Cap Surpassing Bitcoin

marsbit06/22 12:03

AI Reshapes the Semiconductor "Smile Curve": The Rising Logic Behind the Global Distributed Bull Market

The Philadelphia Semiconductor Index (SOX) has hit a historic high above 14,000 points, driven by a concentrated AI-fueled semiconductor rally. Key drivers are extreme scarcity and pricing power in critical bottlenecks of the AI data center supply chain. Unlike traditional models where manufacturing held lower profits, AI has reshaped the "Smile Curve." Highly complex manufacturing and advanced packaging nodes—like TSMC's CoWoS, SK Hynix's HBM, and ASML's EUV lithography—have become exceptionally scarce and high-margin, rivaling design-side profitability. The market rewards those controlling irreplaceable segments: U.S. firms lead in AI chip design and cloud services; Taiwan and Korea dominate advanced foundry/logic and memory/HBM respectively; Japan and the Netherlands supply vital materials and equipment. Storage, particularly HBM, is the tightest bottleneck, with severe shortages predicted through 2027. While bullish analysts project sustained AI infrastructure spending growth, notable bears like Michael Burry warn of bubble-like exuberance reminiscent of the dot-com era, citing overleveraged private financing for data centers. Key near-term catalysts include earnings guidance from Micron and Nvidia, while longer-term risks hinge on the 2027-2028 capacity expansion wave and persistent geopolitical tensions in concentrated supply chains.

marsbit06/17 04:30

AI Reshapes the Semiconductor "Smile Curve": The Rising Logic Behind the Global Distributed Bull Market

marsbit06/17 04:30

Turn Off AI Before the Interview: What Kind of People is Anthropic Looking For?

"Shut Off AI Before the Interview: What Kind of People Anthropic Is Screening For" Anthropic, now the world's most valuable AI startup, has an exceptionally competitive hiring process. A key and distinctive element is its mandatory "culture interview," conducted without AI assistance. This interview focuses not on technical skills, but on assessing a candidate's core values, worldview, and perspective on long-term AI risks. Questions delve deeply into personal ethics, "unusual beliefs," and the candidate's willingness to thoughtfully critique Anthropic's own mission. The goal is to evaluate whether someone's convictions are genuinely their own and if they can articulate and defend them under pressure. A poor score here can veto otherwise successful technical interviews. This approach starkly contrasts with companies like Google, which now encourages using AI in interviews to assess "AI fluency." Anthropic's philosophy suggests that in an era where AI makes execution cheap and the generation of opinions nearly free, true scarcity lies in original, deeply held thought. The company seeks individuals who possess substance "after turning off the AI"—those who haven't outsourced their core thinking. This focus on aligning fundamental values contributes to Anthropic's high employee retention rate in a fast-moving industry.

marsbit06/08 09:35

Turn Off AI Before the Interview: What Kind of People is Anthropic Looking For?

marsbit06/08 09:35

Variant: Three L1 Assets That Could Become Primary Stores of Value

The core belief at Variant is that individuals should own their money, identity, and data. A key framework for evaluating first-layer blockchain (L1) networks is viewing their native tokens as potential stores of value (SOV). A good SOV asset is defined by several key attributes: technical durability (its likelihood to exist and function in 5-10 years), scarcity and predictable inflation, censorship resistance, economic productivity (its utility in facilitating economic activity), memetic strength (widespread social consensus on its value), and liquidity. Based on this framework, three L1 assets are highlighted as leading contenders for becoming major SOVs, each excelling in different dimensions: * **Bitcoin (BTC)** is dominant in memetic strength, widely recognized as "digital gold." Its growing belief network among individuals and institutions reinforces its SOV status. * **Ethereum (ETH)** excels in technical durability and adaptability. Its ability to upgrade and a transparent roadmap provide confidence in its long-term resilience against future challenges. * **Zcash (ZEC)** offers superior censorship resistance and privacy through its shielded pools. This provides individuals with a long-term option to protect assets from confiscation or surveillance. The total market for SOV assets like gold is immense (gold's market cap is ~$31T). Despite often surpassing traditional SOVs on these fundamental metrics, digital assets currently capture only a small fraction of this market, representing a significant opportunity for growth. The article posits that multiple digital SOVs can coexist in this expanding space.

链捕手06/02 05:13

Variant: Three L1 Assets That Could Become Primary Stores of Value

链捕手06/02 05:13

Investors Frantically Snap Up AI Firms with 'No Profits': A High-Stakes Gamble on 'the Right to Define the Future'

"Investors are pouring billions into Chinese AI startups with no profits, betting on the future of the industry. A state-backed fund is reportedly in talks to lead DeepSeek's funding at a $45B valuation, just weeks after it was valued at $10B. Along with companies like Zhipu AI, MiniMax, and Kimi (backed by Meituan and Alibaba), their combined valuation exceeds $140B. This isn't a typical venture capital play. Investors are paying for 'future definition rights'—a chance to set the standards for the next tech era. Morgan Stanley notes a 6-12 month window for this scarcity premium before more AI companies go public. Despite massive losses, these companies show strong growth. Zhipu AI's API revenue grew 60x, Kimi's annual recurring revenue doubled to $200M in a month, and MiniMax turned its gross margin positive, with over 70% of revenue from overseas. Their valuations vastly exceed profitable firms like iFlytek. Crucially, technical progress underpins this growth. DeepSeek's latest model boasts costs just 1% of a leading competitor's, while Zhipu AI has raised API prices due to high demand. However, gaps with top global models remain. Tech giants like Tencent and Alibaba, investing heavily while describing their own AI efforts as 'leaky boats,' are also investing in these startups as a hedge. Key risks loom: the closing scarcity window, computing power bottlenecks limiting growth, and the sustainability of DeepSeek's cost-advantage model. With state capital now a major player, the success of these companies has become a strategic national concern. The next year will test if their soaring valuations can be justified by future profits."

marsbit05/26 02:06

Investors Frantically Snap Up AI Firms with 'No Profits': A High-Stakes Gamble on 'the Right to Define the Future'

marsbit05/26 02:06

The World Cup is Approaching: Sports Entering the Era of 'Fragmented Finance'

With the approaching World Cup, sports are entering an era of "fragmented finance." This shift is exemplified by FIFA's new rule requiring debutant players to wear a special "World Cup debut patch." Post-tournament, these patches will be authenticated, cut, and embedded into collectible cards, potentially transforming into high-value assets. The global sports trading card market, valued at over $11.5 billion, represents a sophisticated alternative asset class with deep secondary markets and distinct bull/bear cycles. While football has a massive fanbase, its card market has historically lacked the liquidity and unified narrative of the NBA's system. The NBA's success stems from its centralized, star-driven storytelling—from draft nights to championships—which perfectly fuels financialization. The World Cup patch initiative is FIFA's attempt to create similar "financial raw material" for football. The NBA card market, evolving over 70 years, has matured into a financial ecosystem. After a 1990s crash due to overproduction, the industry rebounded by embracing scarcity: limited editions, autographs, game-worn memorabilia (patches), and serial numbering. Today, it features professional grading (e.g., PSA, BGS), auction platforms, live "break" streams, and dedicated marketplaces, mirroring aspects of cryptocurrency markets with their volatility, speculation, and community-driven trading. The core driver is narrative. A card's value is tied to a specific historic moment or player potential—like Stephen Curry's 1/1 card commemorating his Olympic game-winning shot selling for $518,500. This trade in "ownership of history" or "future greatness" parallels prediction markets, both monetizing collective emotion. Unlike many NFT projects that struggle to generate sustained narratives, sports are a perpetual emotion-generating machine. Leagues like the NBA and UFC constantly produce real-world drama—rivalries, comebacks, and triumphs—that fuels ongoing interest and investment. For younger audiences consuming sports via highlights and social media clips, trading cards become a direct financial instrument for engaging with these narratives. Thus, traditional sports leagues are leading the charge in assetization, leveraging their unique advantages: real events, global fan consensus, and endless storytelling. They are becoming platforms for issuing financial assets, turning fragments of history—a patch, a signature, a moment—into tradable commodities.

Odaily星球日报05/19 10:42

The World Cup is Approaching: Sports Entering the Era of 'Fragmented Finance'

Odaily星球日报05/19 10:42

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