[Weekly Readings]Crypto Rally Reverses, While Dominica’s Digital World Growing

HuobiPublicado em 2023-03-11Última atualização em 2023-03-11

Resumo

Review the hot articles in the past week and help you quickly understand the crypto market.

Articles of this week, helping investors gain an in-depth view of the market.

Huobi News

Huobi supports Dominica’s Digital Identity Program to Promote Dominica’s Digital Economy

Huobi announced a partnership with TRON and DMC Labs to support the launch of Dominica Digital Identity (DDID) program.⠀

As part of Huobi's broader global expansion, this partnership will promote the growth of Dominica’s metaverse and digital economy.

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TRON takes the lead in developing the digital identification program for Dominica Metaverse

TRON will be developing the first Caribbean digital identity initiative, which includes the establishment of the Dominica Metaverse, as well as the operation of the Dominica Digital Identity (DDID) and Dominica Coin (DMC) programs.

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FUD Sentiment Is Surge

[Featured Research]Silvergate Exodus Leads The Dip Of Crypto?

Silvergate Capital Corp.’s woes deepened on Thursday, a day after the bank raised questions about whether it can stay in business, with the shares plummeting to a record low and key partners cutting off ties to the crypto-friendly bank.

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Silvergate Halts Crypto Payments After Suffering $1 Billion Loss

Silvergate Capital has pulled the plug on its Silvergate Exchange Network (SEN) after the bank specializing in digital assets voiced questions about its viability.

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Layer2

[Featured Research]The Current State of Layer 2 Bridges

We live in a multi-chain world, with billions of USD in asset value locked in 100+ chains. And the owners of those blockchain assets behave just like they would with assets in traditional finance: they are looking for arbitrage opportunities to make money.

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Crypto Story

Singapore Probing Do Kwon’s Terra, Major Disruptions In LUNA Projects And Price ?

Singapore Police on Monday said they have started investigating Terraform Labs Pte, the company co-founded by South Korean citizen Do Kwon. Singapore-based Terraform Labs is currently functional with the number of projects growing continuously.

Leituras Relacionadas

Citrini Research: Taking Stock of 5 Major Investment Themes Overshadowed by the AI Trade

Citrini Research identifies five under-the-radar investment themes potentially overshadowed by the dominant AI trade. With capital and analyst attention overwhelmingly focused on AI infrastructure, these overlooked areas present alpha opportunities as market dynamics shift. **Theme 1: Airlines** – Despite strong fundamentals, stocks like Delta and United have been penalized for 18 months due to macro concerns (tariff-inflation, oil prices), not profitability. A rebound is expected as these headwinds fade, aided by trends like premiumization and the 2026 World Cup. **Theme 2: Senior Housing** – A pure demographic play. The U.S. population over 80 is projected to grow 56% in the next decade, drastically outpacing supply. This creates a compelling need for facilities, benefiting REITs like Welltower and operators like Brookdale. **Theme 3: Live Events & Entertainment** – "Being there" is becoming a luxury. This sector has outperformed even tech over the past decade. Companies like TKO Group (WWE/UFC), Cinemark, and IMAX are capitalizing on demand for premium, in-person experiences. **Theme 4: Exchange Competition** – CME Group's ~98% monopoly in U.S. interest rate derivatives faces its first real challenge from FMX Futures Exchange. Backed by major Wall Street banks, FMX offers lower fees and margin savings. While CME's deep liquidity remains an advantage, FMX provides a competitive alternative. **Theme 5: Fintech Recovery** – Heavily sold off in 2026, fintech stocks like SoFi, Robinhood, and Upstart are showing signs of a rebound based on improving fundamentals—SoFi's stablecoin launch, Robinhood's transformation into a "financial super app," and Upstart's renewed AI lending narrative—rather than a change in sector outlook. The report advises maintaining some AI exposure but diversifying into these neglected "small themes" where mispricing exists due to a simple shortage of investor attention.

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Citrini Research: Taking Stock of 5 Major Investment Themes Overshadowed by the AI Trade

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21Shares Mid-Year Key Report: Bitcoin's Four-Year Cycle Remains Intact, Stablecoins and Tokenization Emerge as New Growth Engines

21Shares Mid-Year Report 2026: Bitcoin Cycle Intact, Stablecoins & Tokenization Emerge as New Engines This mid-year review assesses progress against 21Shares' ten predictions for 2026. While the overarching shift from narrative to fundamentals holds, performance varies. Key findings show Bitcoin's four-year cycle remains evident despite market maturation. Global crypto ETP AUM has declined to ~$140B, lagging the $400B target, though product innovation continues. Stablecoin supply surpassed $320B, demonstrating non-cyclical demand but falling short of the $1T forecast due to slower regulatory clarity. DeFi TVL, stalled at ~$140B, was hindered by major security incidents. Corporate crypto treasuries hold ~1.28M BTC ($100B), with consolidation pressuring weaker players. Prediction markets are on track, with $57.5B volume already surpassing half the $100B annual target. AI agent infrastructure is ready, but adoption is early. Ethereum L2 consolidation is underway, with the top 5 capturing nearly 90% of activity. Compliant token launches have a platform but lack mainstream volume. Tokenized RWAs total ~$31B on public chains, but institutional pipeline growth is strong. In summary, fundamentals like stablecoins, tokenization, and prediction markets are advancing, but targets require faster adoption or price appreciation. The market is maturing, yet cyclical patterns persist.

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21Shares Mid-Year Key Report: Bitcoin's Four-Year Cycle Remains Intact, Stablecoins and Tokenization Emerge as New Growth Engines

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Stock Price Hits New High! Corning Targets CPO Optical Interconnect Market

TL;DR Corning's stock recently hit a new high, driven partly by investor interest in its role within AI data center optical interconnects. At a recent conference, Corning showcased its GlassBridge technology, a glass-based optical bridge designed to connect fibers to photonic integrated chips (PICs). This component targets challenges in Co-Packaged Optics (CPO) architectures by aiming to reduce coupling loss and simplify the precise alignment needed between optical fibers and nanoscale chip waveguides. The core issue GlassBridge addresses is the significant dimensional mismatch between fibers and PICs, which causes signal loss and assembly complexity. Corning leverages its glass and fiber expertise to create a platform it claims offers low coupling loss (demonstrating 1.5dB) and supports passive alignment. The broader vision extends to glass-based substrates with through-glass vias for advanced CPO packaging. While positioning itself as a solutions provider from cables to chip-level interconnects, Corning's GlassBridge is currently a technological showcase. Its path to widespread adoption in AI servers depends on overcoming hurdles in mass production yield, cost, thermal management, and crucially, validation and integration into future customer platforms from major cloud and chip companies competing with alternative solutions like silicon photonics.

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Stock Price Hits New High! Corning Targets CPO Optical Interconnect Market

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Reddit Retail Traders 'Save' U.S. Fast Food Giant WEN, Sending Stock Price Soaring 42% in One Day Before Spreading to On-Chain Meme

US fast-food chain Wendy's (WEN) saw its stock surge 42% intraday and close over 25% higher on June 24 after a Reddit WallStreetBets post titled "We need to save Wendy's" went viral. Trading volume exploded to over 200 million shares, nearly 20 times its average, driven by retail buying. The rally was fueled by a high short interest of around 34%, creating conditions for a short squeeze. Beyond the meme frenzy, the appointment of a new CFO and rumors of a potential privatization led by major investor Nelson Peltz provided a fundamental narrative. The momentum spread to the crypto market, where a Solana-based meme coin named WEN, unrelated to the company, soared over 1450% in 24 hours.

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Reddit Retail Traders 'Save' U.S. Fast Food Giant WEN, Sending Stock Price Soaring 42% in One Day Before Spreading to On-Chain Meme

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Super Spiral Mega-Boom, Micron's Earnings Report Rekindles the Semiconductor Bull Run

On June 25, 2026, Micron Technology released its blockbuster Q3 FY2026 results, significantly exceeding market expectations and reigniting confidence in the semiconductor bull market. Revenue soared to $41.456 billion (vs. ~$35.4B expected), up 346% year-over-year, while GAAP net profit surged nearly 15 times to $28.243 billion. Guidance for Q4 was even more striking, with projected revenue of approximately $50 billion, far surpassing prior estimates. The report highlighted that the AI boom is now fueling growth across Micron's entire product stack, not just HBM. Cloud memory, core data center, SSD, mobile, and automotive businesses all saw revenue growth exceeding 250-600%, with margins hovering around 80%. While HBM4 is already in volume shipment and 2026 capacity is sold out, AI-driven demand is also tightening supply for traditional DRAM and NAND, sustaining a strong pricing cycle. A pivotal development is Micron's shift toward a "demand-first" model. The company disclosed 16 long-term strategic customer agreements (SCAs), most spanning 5 years to 2030, covering about 20% of DRAM and one-third of NAND shipments. These are take-or-pay contracts, with 14 agreements already securing roughly $100 billion in guaranteed future revenue and $22 billion in customer performance assurances. To fulfill this locked-in demand, Micron plans substantial capacity expansion, with Q4 capital expenditure projected at ~$10 billion. This investment, backed by concrete long-term orders rather than cyclical speculation, marks a historic change for the memory industry. Following the earnings release, Micron's stock surged 16% after-hours, lifting the broader semiconductor sector globally. The report served as a powerful signal that AI infrastructure build-out is accelerating, with memory positioned as a central protagonist in the ongoing narrative.

Odaily星球日报Há 1h

Super Spiral Mega-Boom, Micron's Earnings Report Rekindles the Semiconductor Bull Run

Odaily星球日报Há 1h

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