2026-08-03 Segunda

Notícias de cripto - Página 126

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.

Wall Street Unanimously Bullish: ASML's Capacity Surge, The 'Peak Theory' for Memory Can Be Put to Rest

Wall Street is collectively bullish on ASML after the company reported a far-better-than-expected Q2 and significantly raised its full-year guidance, while providing a rare 2027-2028 capacity expansion roadmap. Key financials surpassed consensus: Q2 revenue of €9.3B beat estimates, with gross margin at 54%. The company raised its 2026 revenue outlook to €43-€45B and expects Q3 revenue of €11-€12B. Most notably, management outlined aggressive capacity increases for both Low-NA EUV and immersion DUV systems. EUV capacity is projected to reach ~85 units in 2027 (up ~30% from 2026) and potentially ~110 in 2028. DUV capacity is set to rise to ~169 units in 2027 and ~220 in 2028. These targets exceed prior market expectations, leading analysts to significantly revise up 2028 earnings estimates, with JPMorgan suggesting EPS could surpass €65. Major banks including Goldman Sachs, JPMorgan, and Barclays maintained Buy/Overweight ratings. Analysts view the roadmap as a direct rebuttal to narratives about an AI-driven demand peak or an imminent memory price top. ASML stated that AI demand is accelerating expansion in both logic (for nodes like 2nm) and memory segments (driven by DDR/HBM shortages and the transition to more EUV-intensive nodes like 1c/1d DRAM). This structural shift, alongside the high wafer intensity of HBM production, is seen extending the memory upcycle. While most reactions were positive, some nuance existed on whether the 2027 EUV guidance was sufficiently aggressive versus heightened expectations. Overall, the results are seen as validating sustained AI-driven demand and ASML's unrivaled position as the key beneficiary of the industry's advanced node transition.

链捕手07/15 14:57

Wall Street Unanimously Bullish: ASML's Capacity Surge, The 'Peak Theory' for Memory Can Be Put to Rest

链捕手07/15 14:57

The Invisible Crypto Empire of Japan's Financial Giant SBI

In a series of concentrated moves, Japanese financial conglomerate SBI Holdings is aggressively expanding its digital asset footprint. Over three weeks, it executed three major strategic investments: a 46.7 billion yen ($289 million) full acquisition of Japanese licensed exchange Bitbank, a $76 million lead investment in the institutional crypto platform EDX Markets' Series C round, and an exclusive $125 million investment in DeFi risk analytics firm Gauntlet. This was followed by a strategic partnership announced on July 13 with the Solana Foundation to build Japan's on-chain financial markets. SBI, a long-time crypto industry participant through joint ventures and minority stakes, has recently shifted to a lead investor role, signaling a more assertive strategy. These investments target three distinct segments: the retail market in Japan (via Bitbank), U.S. institutional infrastructure (via EDX), and on-chain asset management and risk control (via Gauntlet). Concurrently, SBI is solidifying its position in the stablecoin and settlement layer space. It launched Japan's first trust-structured yen stablecoin, JPYSC, and secured the exclusive distribution for Ripple's RLUSD stablecoin on its SBI VC Trade platform. The partnership with Solana aims to leverage the blockchain's scalability for tokenizing real-world assets (RWA) and building cross-border payment networks. Analysts interpret SBI's moves as building the essential "pipes" for a next-generation, end-to-end digital asset financial system, spanning issuance, settlement, infrastructure, and distribution. Some view the timing—during a market downturn—as a strategic long-term play to acquire assets at lower valuations ahead of anticipated regulatory shifts in Japan. SBI's stated goal is a comprehensive on-chain transformation, providing a full suite of services from exchange to tokenization. By leading investments rather than fully acquiring companies like EDX and Gauntlet, SBI aims to secure a pivotal strategic position while preserving their neutrality to collaborate with other global financial giants.

链捕手07/15 14:25

The Invisible Crypto Empire of Japan's Financial Giant SBI

链捕手07/15 14:25

Primit Season 1 Officially Launches: $100,000 Avalanche On-Chain Perp Trading Incentive Event Now Live

Primit, in collaboration with Avalanche, has officially launched "Season 1: On-Chain Perp Frenzy," a large-scale incentive event for on-chain perpetual trading on the Avalanche network. The campaign features a total prize pool equivalent to 100,000 USDT in AVAX, distributed across four concurrent reward mechanisms. Key components of the event include: * **Daily Random User Rewards ($7,000 pool):** Over 14 days, 20 users daily with at least $200 in trading volume are randomly selected to share a $500 daily pool. * **Twitter Contributor Rewards ($5,200 pool):** Rewards of $300–$500 for high-quality community content about Primit on Twitter/X using #PrimitAvalanche. * **Referral Rebate Mechanism ($50,000 pool):** A proportional share of the pool is distributed based on valid referral volume, with no individual cap. Referred users must register via a code and achieve ≥$500 cumulative volume with ≥5 trades. * **Volume Leaderboard ($37,800 pool):** Top 120 traders by cumulative volume receive rewards ranging from $100 to $4,000. The event runs from July 15 to July 28. Trading volume from AVAX-related pairs or using native gas receives a 1.5x multiplier, incentivizing engagement with Avalanche's core ecosystem. According to the Primit team, the season serves as a product stress test to demonstrate the readiness of on-chain perpetuals for high-frequency, professional trading demand, facilitated by Avalanche's high-performance infrastructure. Relevant links to the official Twitter and event portal are provided.

TheNewsCrypto07/15 13:02

Primit Season 1 Officially Launches: $100,000 Avalanche On-Chain Perp Trading Incentive Event Now Live

TheNewsCrypto07/15 13:02

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