律动晚报｜8月9日加密行业重要资讯一览

长文源：区块律动Pubblicato 2009-08-24Pubblicato ultima volta 2024-08-09

#PlanB #美联储柯林斯 #pump.fun #Frisson #Paolo Ardoino

Crypto di tendenza

CitreaCTR

wrapped stUSDTWSTUSDT

Letture associate

SharpLink's Helm: Buy, Don't Sell, Let ETH Generate Income in the Crypto Winter

SharpLink co-CEO Joseph Chalom, in an interview at the Injective Summit 2026, argues that market pessimism about Ethereum is detached from its strong fundamentals. He highlights that Ethereum dominates stablecoin trading volume (over 50%), tokenized real-world assets (nearly 60%), and DeFi. To counter negative sentiment stemming from the Ethereum Foundation's restructuring, SharpLink, alongside ConsenSys and Bitwise, is funding three newly independent teams from the Foundation: ETH Labs (scaling), Ethereum Institutional (marketing/business development), and EthSystems (privacy/compliance). These initiatives aim to accelerate institutional adoption. Chalom outlines SharpLink's strategy: raising billions to acquire and hold ETH productively through staking and DeFi partnerships without using leverage or debt, contrasting this with Bitcoin-focused treasury models that may require selling assets. He sees tokenization of assets and 24/7 trading as key future drivers, with regulatory clarity (e.g., the Clarity Act) acting as a catalyst. He believes institutions will eventually prefer tokenized, programmable assets for their constant tradability. SharpLink's roadmap focuses on being an "ecosystem steward," investing in Ethereum's growth to align with its shareholders' long-term interests.

marsbit9 min fa

SharpLink's Helm: Buy, Don't Sell, Let ETH Generate Income in the Crypto Winter

marsbit9 min fa

This Strategy Earned Hefei One Trillion Yuan

This article analyzes the "Hefei Model" that enabled a municipal state-owned investment to generate paper profits exceeding one trillion yuan through the 2026 IPO of ChangXin Memory Technologies (CXMT). It argues against framing this success as a "lucky gamble," instead presenting it as the result of a deliberate institutional system designed to enable long-term industrial investment. The system comprises three core components. First, a **quantified risk-tolerance mechanism**, including a 40% loss allowance for venture funds and a clear "duty-fulfilled exemption" list, decouples project failure from personal career risk for decision-makers, allowing them to focus on industrial potential rather than personal liability. Second, **strategic investment in critical supply chain gaps**: Hefei doesn't just invest in "good" projects, but targets "missing" links essential for its key industries (appliances, displays, cars). The investment in CXMT aimed to fill the critical DRAM memory chip gap, subsequently attracting over 450 upstream and downstream firms and creating a full semiconductor cluster. Third, **institutional authorization for counter-cyclical investment**: Protected by the risk-tolerance framework, Hefei supported CXMT with increased investment during the 2023 global memory industry downturn, enabling it to scale production and capitalize on the 2025 AI-driven demand surge. The article concludes that the true lesson is not the specific investment but building the institutional infrastructure—quantified risk tolerance, deep industry chain analysis, and counter-cyclical mandates—that makes such long-term, strategic bets possible. It notes the final challenge is perfecting the exit mechanism to complete the investment cycle and transform paper gains into sustainable fiscal returns and reinvestment capacity.

marsbit10 min fa

This Strategy Earned Hefei One Trillion Yuan

marsbit10 min fa

Silicon Valley VC's On-the-Ground Observations of Chinese Entrepreneurship: A Harsher Capital Environment Breeding Fiercer Companies

A Silicon Valley VC's on-the-ground observations of China's startup ecosystem reveal a harsher capital environment forging more aggressive and execution-driven companies. Unlike Silicon Valley's patient capital focused on long-term growth, China's venture landscape is characterized by intense pressure for exits. Startups often face "equity in name, debt in reality" terms with strict timelines and personal founder liability, pushing IPO as the nearly mandatory exit path due to a virtually non-existent M&A market. This high-stakes system, while potentially fostering short-termism, cultivates extreme cost discipline, rapid execution, and formidable commercialization skills—traits evident as these companies expand overseas. The funding ecosystem comprises three main pools: local RMB funds (often government-backed with economic development mandates), domestic USD funds (more founder-friendly, like Sequoia China), and dwindling direct foreign capital. Financial Advisors (FAs) play a crucial intermediary role, packaging deals and navigating China's opaque, relationship-based business networks where platforms like LinkedIn haven't taken root. Underpinning it all is significant state influence through industrial policy, directing capital and incentives toward strategic sectors like semiconductors and AI. The result is a distinct, parallel innovation model—less forgiving than Silicon Valley's, but capable of concentrating resources, accelerating iteration, and producing fiercely competitive companies in targeted industries.

marsbit15 min fa

Silicon Valley VC's On-the-Ground Observations of Chinese Entrepreneurship: A Harsher Capital Environment Breeding Fiercer Companies

marsbit15 min fa

SharpLink's Helm: Buying Only, Never Selling, Making ETH Generate Profits Through the Cold Winter

SharpLink co-CEO Joseph Chalom shares his bullish outlook on Ethereum during the recent "Injective Summit 2026." Despite prevailing negative market sentiment, Chalom argues that fundamentals and data tell a different story: Ethereum dominates with over 50% of stablecoin transaction volume, nearly 60% of tokenized real-world assets (RWA), and remains the uncontested leader in DeFi. He attributes the communication gap and lack of confidence partly to the Ethereum Foundation's restructuring. In response, SharpLink, alongside ConsenSys and Bitmain, is funding three key spin-off teams from the Foundation: ETH Labs (for institutional-scale scalability), Ethereum Institutional (for business development and marketing), and EthSystems (for next-gen privacy and compliance solutions). Chalom emphasizes these are critical for accelerating institutional adoption. Regarding SharpLink's strategy, Chalom details a conservative, yield-focused approach. The firm holds 886,725 ETH, acquired with zero leverage or debt. They generate revenue by staking ETH and strategically deploying capital into DeFi protocols via a dedicated fund, aiming for returns above the native staking yield. This contrasts with some Bitcoin-focused firms that have become net sellers. On the broader institutional adoption of tokenization, Chalom sees current progress as just the beginning. He breaks it down into layers: stablecoins as the currency/value layer, tokenized assets as the exposure layer, and DeFi as the execution layer. He predicts regulatory clarity, like the potential Clarity Act, will be a major catalyst. A key future inflection point will be when fiduciary managers prefer tokenized, 24/7 tradable digital assets over traditional "analog" versions due to their programmability and instant settlement. In conclusion, Chalom positions SharpLink not just as an ETH accumulator and yield generator, but as an active "ecosystem steward," funding essential development and marketing initiatives to support Ethereum's long-term growth, which he believes is directly aligned with shareholder interests.

Odaily星球日报16 min fa

SharpLink's Helm: Buying Only, Never Selling, Making ETH Generate Profits Through the Cold Winter

Odaily星球日报16 min fa

Ten European Banks Launch Blockchain Initiative RL1

On July 28, 2026, ten European financial institutions launched the Regulated Layer One (RL1) initiative. This open, neutral, and compliance-focused blockchain network is specialized for institutional digital asset operations. The founding members include ABN AMRO, Cecabank, Chartered Investment, Crédit Mutuel Alliance Fédérale, DekaBank, DZ BANK, LBBW, Natixis CIB, SC Ventures, and Seturion, formed as a European cooperative society (SCE) and led by Henning Voelkel, former head of SWIAT. The network is open to new participants, with NatWest currently in discussions to join. RL1 is built on the SWIAT blockchain, which will remain its software and services provider. The underlying SWIAT network, operational for three years, has processed 50 transactions totaling €700 million. The initiative is described as a collective European effort to create a foundation for a shared, openly and trustworthily managed distributed ledger. Its primary goal is to overcome fragmentation in the regulated financial sector by establishing a neutral, participant-owned, pan-European DLT infrastructure for tokenized assets, digital money, and next-generation financial services. The move responds to growing EU demand for scalable real-world asset (RWA) infrastructure, evidenced by projects like Pontes and Appia. This launch aligns with broader sector growth expectations, including Standard Chartered's forecast for DeFi and RWA market capitalization to reach $2 trillion.

cryptonews.ru21 min fa

Ten European Banks Launch Blockchain Initiative RL1

cryptonews.ru21 min fa

Trading

Spot

Articoli Popolari

Come comprare PUMP

Benvenuto in HTX.com! Abbiamo reso l'acquisto di Pump.fun (PUMP) semplice e conveniente. Segui la nostra guida passo passo per intraprendere il tuo viaggio nel mondo delle criptovalute.Step 1: Crea il tuo Account HTXUsa la tua email o numero di telefono per registrarti il tuo account gratuito su HTX. Vivi un'esperienza facile e sblocca tutte le funzionalità,Crea il mio accountStep 2: Vai in Acquista crypto e seleziona il tuo metodo di pagamentoCarta di credito/debito: utilizza la tua Visa o Mastercard per acquistare immediatamente Pump.funPUMP.Bilancio: Usa i fondi dal bilancio del tuo account HTX per fare trading senza problemi.Terze parti: abbiamo aggiunto metodi di pagamento molto utilizzati come Google Pay e Apple Pay per maggiore comodità.P2P: Fai trading direttamente con altri utenti HTX.Over-the-Counter (OTC): Offriamo servizi su misura e tassi di cambio competitivi per i trader.Step 3: Conserva Pump.fun (PUMP)Dopo aver acquistato Pump.fun (PUMP), conserva nel tuo account HTX. In alternativa, puoi inviare tramite trasferimento blockchain o scambiare per altre criptovalute.Step 4: Scambia Pump.fun (PUMP)Scambia facilmente Pump.fun (PUMP) nel mercato spot di HTX. Accedi al tuo account, seleziona la tua coppia di trading, esegui le tue operazioni e monitora in tempo reale. Offriamo un'esperienza user-friendly sia per chi ha appena iniziato che per i trader più esperti.

362 Totale visualizzazioniPubblicato il 2024.12.12Aggiornato il 2026.07.09

Discussioni

Benvenuto nella Community HTX. Qui puoi rimanere informato sugli ultimi sviluppi della piattaforma e accedere ad approfondimenti esperti sul mercato. Le opinioni degli utenti sul prezzo di PUMP PUMP sono presentate come di seguito.