2026-08-02 Domingo

Notícias de cripto - Página 102

Mantenha-se a par do mercado de cripto. Notícias em tempo real, análises, preços, histórias em alta e análise de especialistas — tudo num só lugar.

Conversation with Co-founder of Hyperdash: Why is Hyperliquid Still Severely Undervalued?

Interview Summary with Hanson Birringer, Co-founder of Hyperdash: Why Hyperliquid Remains Undervalued In an interview on *The Rollup*, Hanson Birringer, Co-founder and Chief Revenue Officer of Hyperdash—a trading data analytics platform for Hyperliquid—shared his investment thesis on the Hyperliquid ecosystem. He described Hyperliquid as a pure play on three key crypto super-trends: perpetual contracts, real-world assets (RWAs), and stablecoins. The platform is an open-source, decentralized, and high-performance financial system uniquely positioned to bridge traditional institutional capital with decentralized finance. Birringer highlighted Hyperliquid's leadership in perpetual DEX trading and its recent innovation of RWA perpetual contracts. He emphasized the significance of USDC becoming a core quoting asset, which, by allocating 90% of its backend yield from assets like US treasuries to a protocol buyback fund, creates substantial, programmatic buy pressure for the Hype token. He addressed regulatory challenges, noting that Hyperliquid's policy team is actively engaging with US regulators like the CFTC to establish clear rules for decentralized venues. Once achieved, regulated brokers could route orders directly to Hyperliquid's backend, tapping into its low-cost liquidity layer. Regarding revenue, Birringer was optimistic, citing the immense size of traditional financial markets. Even capturing a small fraction of global trading volume in products like RWA perpetuals could lead to exponential growth for the protocol. The recently launched Grayscale Hyperliquid ETF, seeded by their SPV (Hyper Holdings Global), provides a compliant on-ramp for institutional investors drawn to the clear "cash flow + token buyback" model. Finally, he discussed Hyperdash's acquisition of Imperator, enhancing its data and node infrastructure to serve both retail traders and traditional asset managers. His bullish case rests on Hyperliquid's potential to provide unprecedented global access to dollar-based capital markets. He struggled to articulate a bear case, seeing the long-term trends of internet adoption and financial inclusion as powerful tailwinds.

marsbit07/19 05:40

Conversation with Co-founder of Hyperdash: Why is Hyperliquid Still Severely Undervalued?

marsbit07/19 05:40

DeepSeek V4 'Full-Blooded Edition' Leaked, Could Be Released As Early As Tomorrow

The highly anticipated full release of DeepSeek V4 is imminent, expected to launch as early as tomorrow after nearly three months of waiting. A select group has already received access to the GA (General Availability) beta, which includes two versions: DeepSeek V4 Flash and DeepSeek V4 Pro. Early testers report that V4's overall performance is close to the level of Opus 4.8, with coding capabilities rivaling GPT-5.6 Sol. Its agent abilities are significantly enhanced, and 3D/SVG generation has improved notably. While it may not surpass the recently released Kimi K3 in performance, its expected price point is significantly lower. The official release will introduce a new "peak/off-peak" pricing model for its API. For example, deepseek-v4-pro will cost $0.87 per million output tokens during standard times and $1.74 during peak hours. The flash version is even more aggressive at $0.28/$0.56 per million tokens, with cached input tokens priced extremely low at $0.0028. This makes V4 a strong contender in terms of cost-effectiveness, potentially offering Opus-level capabilities at a fraction of the cost, continuing DeepSeek's reputation as a "price disruptor" in the AI market. Initial demos showcasing V4's capabilities have begun circulating, including generated 3D simulation games, HTML games blending elements of Minecraft and No Man's Sky, and classic games like a "Cut the Rope" clone. The final GA version is set to replace the older deepseek-chat and deepseek-reasoner models, which will be retired on July 24th.

marsbit07/19 05:31

DeepSeek V4 'Full-Blooded Edition' Leaked, Could Be Released As Early As Tomorrow

marsbit07/19 05:31

WEEX Labs Weekly Observation: The 'Power Restructuring' of AI Infrastructure and the 'Deep Dive Movement' into the Real Economy

WEEX Labs Weekly Review: AI Infrastructure's "Power Restructuring" and the "Deep Dive" into the Real Economy Mid-July 2026 marks a pivotal shift in the global AI industry. The allocation of computing power is transferring from cloud giants to compute resource owners, while the core value of AI is solidifying around its penetration into physical industry, moving beyond the race for model parameters. The era of fragmented model development is over, replaced by a capital-intensive, integrated chain driven by hard tech. Key developments this week include Meta's planned entry into the cloud computing market with "MetaCompute." This move by social media giants with massive GPU clusters challenges traditional cloud providers like AWS, integrating compute, models, and data into one-stop services, which will squeeze smaller rental providers and shift enterprise focus towards underlying model ecosystems. Chinese foundational models like DeepSeek-V4 and Tencent's Hy-3 are pushing towards "utility" status through open-source releases and extreme cost reductions via MoE architectures. This lowers entry barriers for enterprises, allowing them to focus resources on private deployment and deep business integration. Embodied intelligence, particularly humanoid robots, is transitioning from lab demos to real-world factory applications, driven by policies promoting large-scale, practical deployment in logistics and manufacturing. The value focus is shifting from spectacle to stable industrial data and real operational efficiency. Global governance, through forums like WAIC, is evolving from theoretical ethics to practical operational frameworks for "Sovereign AI," raising geopolitical compliance barriers and making auditability and data sovereignty core design requirements from the outset. WEEX Labs Insights: The current transformation shows AI's prosperity is deeply embedding into the fabric of global manufacturing. Strategic recommendations include: 1) leveraging open-source models for private, proprietary knowledge bases; 2) maintaining cloud provider diversity to avoid vendor lock-in from integrated model ecosystems; and 3) seeking opportunities in the "embodied infrastructure" supporting robots, such as data collection, industrial simulation, and factory AI adaptation services.

marsbit07/19 05:15

WEEX Labs Weekly Observation: The 'Power Restructuring' of AI Infrastructure and the 'Deep Dive Movement' into the Real Economy

marsbit07/19 05:15

Is WEEX TradFi Reliable? What You Should Know Before Your First Trade of U.S. Stock Tokens

In recent years, cryptocurrency users have expanded their focus beyond Bitcoin and Ethereum to include popular traditional financial (TradFi) assets like Nvidia, Apple, and Tesla stocks. This shift raises key questions: What do these TradFi assets represent on crypto trading platforms? How do they differ from traditional stock ownership? And how can users assess the reliability of platforms offering such products? TradFi products, such as those offered by WEEX TradFi (including NVDA, MSFT, AAPL, TSLA, and QQQ tokens), are blurring the lines between crypto and traditional markets. They allow users to trade based on the price movements of traditional assets within a familiar digital asset trading environment. However, it's crucial to understand that trading a "stock token" is not equivalent to owning the actual stock. Users are participating in price speculation, not gaining shareholder rights like dividends or voting. A key feature of these products is 7x24 trading, offering flexibility beyond traditional market hours. While convenient, this also introduces unique risks, such as potential liquidity gaps and volatility when underlying markets are closed. For users evaluating TradFi products, reliability hinges on transparency and risk management. Critical factors include understanding the product mechanism, how prices track the underlying assets, and the associated risks—especially when using leverage. Popular stocks and indices are still subject to company performance, macroeconomic shifts, and sector trends. Ultimately, TradFi represents a new gateway connecting crypto users to global markets. The future points toward integrated trading environments where the distinction between "crypto investor" and "traditional investor" fades. For newcomers, a platform's reliability stems not from promises, but from a clear understanding of the product, a comprehensive view of risks, and informed judgment of the platform's capabilities.

marsbit07/19 05:14

Is WEEX TradFi Reliable? What You Should Know Before Your First Trade of U.S. Stock Tokens

marsbit07/19 05:14

Coinbase is ‘a little bit distant from users,’ claims Cobie – Is there a fix?

Crypto influencer Rune questioned Jordan Fish (Cobie), lead for Coinbase's trading products and the Base App, on how to increase Base App usage given eroding trust within the crypto-native community. Fish acknowledged Coinbase has historically been "a little bit in an ivory tower and a little bit distant from users," particularly crypto natives. His stated goal is to bridge this gap, better represent the on-chain community's voice, and focus on building products people enjoy using, though he noted outcomes remain uncertain. This discussion coincided with criticism of Coinbase CEO Brian Armstrong for using a CryptoPunk profile picture he did not own. After switching to a meme image, which sparked a speculative "Brian" memecoin rally on Base, Armstrong purchased a real CryptoPunk, shifting attention and causing the memecoin's value to collapse. These events added further stress to Coinbase's ongoing challenges with community trust.

ambcrypto07/19 05:02

Coinbase is ‘a little bit distant from users,’ claims Cobie – Is there a fix?

ambcrypto07/19 05:02

Bitcoin miners hold firm as stocks sink – What it means for BTC

Bitcoin miners are maintaining their holdings despite financial strain, as indicated by a decline in BTC sent to exchanges. Despite the Miners' Financial Health Index signaling bear-market conditions and mining stocks falling significantly, the seven-day moving average of miner-to-exchange flows dropped nearly 36% in early July. This reduction in immediately available supply could ease selling pressure on Bitcoin, potentially supporting its price as it attempts to reclaim $65,000. However, the decrease in exchange transfers does not definitively confirm accumulation, as miners may be using other venues. The increase in the dollar value of miner wallets is largely attributed to Bitcoin's price appreciation during the period.

ambcrypto07/19 04:02

Bitcoin miners hold firm as stocks sink – What it means for BTC

ambcrypto07/19 04:02

2026 Altcoin Season Guide: Current Values & Market Signals, Is It Time to Prepare for Altcoin Season?

Altcoin Season Guide 2026: Signals & Timing Analysis This guide explores the dynamics of an "altcoin season," defined as a 90-day period where at least 75% of the top 50 cryptocurrencies outperform Bitcoin (BTC). Historically signaling capital rotation from BTC to alternative assets ("alts"), these periods have evolved. Key differences for the 2026 market cycle include the "ETF Wall," where institutional capital via spot Bitcoin ETFs may remain concentrated in BTC, potentially slowing a broad altseason. A genuine, sustainable altseason now likely requires BTC profit-taking combined with new retail and on-chain liquidity entering the wider market. Analysts use tools like the Altseason Index (values >75 indicate an altseason) but also monitor key pairs like ETH/BTC and SOL/BTC for confirmation. Additional signals include a declining Bitcoin Dominance rate (ideally below 40-50%), accelerating altcoin total market cap growth, and surges in trading volume and social sentiment for alts. Modern altseasons are increasingly narrative-driven and selective, not uniform across all coins. Capital typically rotates in stages: from BTC to major altcoins (like ETH), then into leading narratives (e.g., AI, RWA, DePIN), and finally into mid/small-cap projects and meme coins. The peak phase is often marked by extreme greed, parabolic rises, and high leverage, serving as a cautionary signal. For preparation, investors are advised to build a quality watchlist based on fundamentals, product traction, and team strength. Strategies should include portfolio diversification, disciplined risk management (position sizing, stop-losses, stablecoin reserves), and capitalizing on sector rotations rather than chasing past winners. While precise timing is uncertain, historical patterns suggest strong altcoin rallies often follow Bitcoin halvings by 12-30 months. For the 2024 halving cycle, 2026-2027 could present favorable conditions if supported by macro liquidity, technological narratives, and a sustained drop in Bitcoin Dominance. A true, broad altseason is unlikely if Bitcoin experiences a sharp crash (>20%), as capital tends to flee the entire crypto market.

Foresight News07/19 03:54

2026 Altcoin Season Guide: Current Values & Market Signals, Is It Time to Prepare for Altcoin Season?

Foresight News07/19 03:54

This Might Be the Most Stunning Image at This Year's WAIC!

This article introduces Shangtang's newly released multimodal AI model, **SenseNova U1 Pro**, unveiled at WAIC 2026. The model is highlighted for its ability to generate **native 8K-resolution images** with exceptional detail and coherence, even in extremely wide-format compositions. It goes beyond simple image generation by employing a **"图文交错思维" (interleaved image-text reasoning)** workflow, where it can plan, sketch, refine, check, and correct its outputs to achieve a final, deliverable result. Key capabilities demonstrated include generating a long 8K scroll depicting the 9-year history of WAIC, a detailed 24 solar terms illustration, a complex academic poster, a琉璃 (colored glaze)-style landscape, and a ready-to-use movie poster. The model handles intricate prompts involving layout, text clarity, material textures, and stylistic consistency. The article draws a parallel between this evolution in image generation and the progression seen in AI coding—from simple code completion to autonomous project delivery. U1 Pro represents a shift from generating single images to providing **complete content delivery systems** for professional scenarios like infographics, urban planning, and commercial design. While challenges like generation time and professional workflow integration remain, the model signifies a move towards multimodal AI agents that are accountable for producing usable, high-quality outputs.

marsbit07/19 02:39

This Might Be the Most Stunning Image at This Year's WAIC!

marsbit07/19 02:39

How Did This Round of Deleveraging in the Korean Stock Market Occur?

This article details the timeline and mechanisms behind the deleveraging event in the South Korean stock market, focusing on the KOSPI index from late June to mid-July. The core trigger was the market's structure, heavily concentrated in Samsung Electronics and SK Hynix, which comprised over half of the KOSPI. The situation was amplified by the May 27th launch of single-stock double-leveraged ETFs on these two companies, which attracted massive retail investment and concentrated risk. The process unfolded in eight stages: 1. Initial price collapse on June 23rd after regulatory warnings, but without significant debt reduction. 2. A rebound from June 24-25 fueled by retail buying and ETF rebalancing, which actually increased leverage. 3. Foreign and institutional investors selling from June 26-30, with domestic retail investors becoming the marginal buyers, transferring risk to household balance sheets. 4. A shift in global semiconductor sentiment from July 1-3, causing leveraged ETFs to systematically sell during declines. 5. The market failing to rally on strong earnings (July 6-8), signaling a turn from technical correction to concerns over peak profitability. 6. A rise in forced liquidations and the cross-listing of SK Hynix ADRs, spreading leverage risks to US and Hong Kong markets (July 9-10). 7. A cascade of synchronized selling from various players on July 13th, followed by a mechanical, ETF-driven rebound. 8. Institutionalization of deleveraging on July 16th, marked by an interest rate hike and new regulatory restrictions on single-stock leveraged products. The author concludes this was not a simple semiconductor correction but a negative feedback loop involving foreign capital rebalancing, retail margin trading, daily ETF rebalancing, forced liquidations, shifting industry expectations, and tightening monetary and regulatory policy. Leveraged ETFs acted as a critical amplifier, not the initial spark. The price decline (-25%) far exceeded the reduction in margin debt (-11%), indicating the deleveraging was primarily expressed through asset prices rather than immediate balance sheet repair.

marsbit07/19 02:04

How Did This Round of Deleveraging in the Korean Stock Market Occur?

marsbit07/19 02:04

Ethereum whale sells $55M in ETH – Can bulls absorb pressure?

Ethereum (ETH) faces bearish pressure, trading around $1,843. A notable whale sold 30,000 ETH (worth $55M) via an OTC desk, converting to USDC. Over the past week, whale distribution (462,631 ETH sold) slightly exceeded accumulation (448,638 ETH bought), indicating modest selling pressure. Exchange netflows also turned positive, suggesting increased ETH available for sale. Despite this, technical indicators like the Aroon Up (78) and a rising MACD show a remaining bullish bias. The price could drop towards $1,700 if selling intensifies, but bulls might reclaim $1,900 if they absorb the supply.

ambcrypto07/19 02:01

Ethereum whale sells $55M in ETH – Can bulls absorb pressure?

ambcrypto07/19 02:01

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