2026-07-27 Segunda

Notícias de cripto - Página 18

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.

Bears tighten grip on AVAX as open interest rises alongside falling prices

Avalanche's AVAX token price dropped 4.91% in 24 hours, marking one of the largest declines among top cryptocurrencies. This decline occurred alongside a rise in Open Interest, a noticeable drop in spot Cumulative Volume Delta (CVD), and funding rates turning negative, indicating strong bearish sentiment and heightened short-selling activity. The price fell below the crucial $6.50 local support zone, threatening to accelerate the downtrend toward $6.00 or lower. Despite a recent surge in on-chain transactions, AVAX has struggled to break the $7.08 resistance, solidifying a bearish market structure. With Bitcoin also trading below key support levels, overall market pressure is contributing to AVAX's weakness. A cluster of potential short liquidations in the $6.70-$6.85 zone presents a risk for a brief price rebound or short squeeze. Traders are advised to maintain a bearish outlook while remaining cautious of this potential volatility.

ambcrypto07/24 07:24

Bears tighten grip on AVAX as open interest rises alongside falling prices

ambcrypto07/24 07:24

UBS Interpretation: Public Funds' Tech Holdings Hit Record High, Electronics Becomes Core Increase in Q2

According to UBS's latest China equity strategy report, in Q2 2026, mutual funds' allocations to A-share "hard tech" reached a historical high. The electronics and telecommunications sectors, along with the STAR and ChiNext boards, were the primary focus of increased holdings. The standout figure is the mutual fund allocation to the major technology sector (encompassing electronics, telecom, computers, and defense), which rose to 57.3%, with an overweight position of 18.5%—both setting new records. UBS calculations show the electronics sector alone saw a 20.2 percentage point increase in allocation for the quarter, making it the strongest area of buying. Telecom and machinery allocations also rose. This trend was reinforced by foreign capital inflows. Estimates from major securities firms indicate northbound capital turned to a net inflow of over 2.1 trillion yuan in Q2, a sharp reversal from Q1 outflows. According to UBS's sector classification, industrials and IT were the main destinations for these inflows. The shift wasn't broad-based but concentrated in specific tech areas. Concurrently, holdings in traditional sectors like consumer staples and certain cyclicals declined. The allocation to the STAR and ChiNext boards also hit record highs, indicating a broader exposure to high-growth tech assets beyond just leading industries. Furthermore, the expansion of actively managed technology-themed funds—now constituting 27.5% of total active mutual fund AUM—suggests this is a structural shift in fund focus, not merely short-term portfolio rotation. While this concentration of institutional capital can provide valuation support and liquidity for the hard tech sector, the report cautions that historically high positioning also increases susceptibility to short-term volatility, profit-taking, and external market shocks. The sustainability of the trend will depend on the concurrent realization of upward earnings revisions, stabilization of leverage, and continued foreign capital inflows, all against a backdrop of supportive policies for AI, semiconductors, and advanced manufacturing.

marsbit07/24 07:20

UBS Interpretation: Public Funds' Tech Holdings Hit Record High, Electronics Becomes Core Increase in Q2

marsbit07/24 07:20

Fields Medalist Hong Wang Has Also Published in NeurIPS

A new recipient of the Fields Medal, mathematician Hong Wang, has also authored a NeurIPS paper. This research, presented at NeurIPS 2019, is a prime example of mathematics meeting machine learning. The work tackles the fundamental problem of low-rank matrix approximation, specifically analyzing the Column Subset Selection (CSS) algorithm. The key contribution was tightening the theoretical approximation bounds for CSS. The paper established new, sharper bounds dependent on the parameter *p* of the ℓ<sub>*p*</sub> norm: approximately *(k+1)<sup>1/p</sup>* for 1 ≤ *p* ≤ 2 and *(k+1)<sup>1-1/p</sup>* for *p* ≥ 2, improving upon the previous general *O(k+1)* bound. A crucial technical innovation was the application of the classical Riesz–Thorin interpolation theorem from harmonic analysis, a tool not commonly used in theoretical computer science at the time, to elegantly derive results across all *p*. Notably, this theoretical paper aligns with NeurIPS 2026's updated review guidelines, which explicitly value mathematical rigor and the introduction of tools from other disciplines. It demonstrates that NeurIPS contributions extend beyond novel neural architectures, encompassing deeper theoretical understanding. The paper underscores how foundational mathematical insights can provide elegant solutions to core problems in artificial intelligence.

marsbit07/24 07:20

Fields Medalist Hong Wang Has Also Published in NeurIPS

marsbit07/24 07:20

AFX Bizarre Theft Case: Audit Report Full of Holes, Suspected Parent Company is Crypto Exchange Phemex

The decentralized perpetual exchange AFX suffered a hack on its cross-chain bridge, resulting in the theft of over $24 million, effectively draining the protocol's TVL. Following the incident, scrutiny fell on a security audit report released in early June by firm Zellic. The report itself raised significant red flags, stating it only covered part of the bridge's components, lacked testing of critical security paths, and was conducted without access to a live or local environment for proper validation. Prominent figures, including MetaMask's Taylor Monahan, criticized the report as alarming, noting numerous confirmed issues were left unaddressed and suggesting the team exhibited negligent security practices, potentially with a single point of control. Further investigation reveals strong ties between AFX and the centralized exchange Phemex. Key evidence includes a core AFX team member's previous role as Phemex's Head of Listing, overlapping social connections, Phemex's now-deleted blog posts actively promoting AFX, and nearly identical brand aesthetics. Notably, Phemex itself experienced a major $70+ million hack in January 2025, attributed at the time to North Korean hackers. The close association between the two entities, coupled with AFX's deeply flawed audit and subsequent major breach, raises serious questions about security standards and potential internal risks, leaving the true nature of the incident—whether another external attack or an internal scheme—unclear.

链捕手07/24 07:14

AFX Bizarre Theft Case: Audit Report Full of Holes, Suspected Parent Company is Crypto Exchange Phemex

链捕手07/24 07:14

Five Historic Indicators Simultaneously Flash Signals: Bitcoin Bear Market Bottoms Out

Title: "Five Major Historical Indicators Simultaneously Flash, Bitcoin Bear Market Hits Bottom" Bitcoin is currently down 50% from its all-time high, with the bear market persisting over 40 weeks. A set of long-term cyclical indicators suggests the market may be at or nearing a price and time-cycle low point. Key Indicators: 1. Nasdaq/BTC Relative Strength: The 14-week moving average of the Nasdaq 100/BTC ratio's RSI has reached a historically unprecedented overbought level of 72.6, indicating Bitcoin is extremely oversold relative to equities. Historically, such extremes have preceded major cycle lows and strong outperformance by Bitcoin over the next 1-3 years. 2. Long-Term Expected Returns: Past instances of extreme Nasdaq/BTC RSI readings have been followed by asymmetric positive returns for Bitcoin over a 1-3 year horizon, though the magnitude of gains has diminished each cycle. 3. Gold/BTC Relative Strength: A similar RSI indicator for the Gold/BTC ratio also hit a record high in February 2026, another signal aligning with historical cycle lows for Bitcoin. 4. Bitcoin Realized Price: The on-chain realized price (average cost basis) is currently $53,000, 18% above the spot price. Historically, Bitcoin's spot price has spent only 12% of its time below this level, and every past bear market bottom has occurred below the realized price. 5. Cycle Clock: Previous cycles saw price lows form around 60 weeks after the all-time high. The current cycle is at week 40. If this pattern holds, a low point could form around late November 2026. Conclusion: The convergence of these rare, extreme signals points to Bitcoin being at or very near a long-term cyclical bottom, likely forming before the end of 2026. This period may present a highly attractive opportunity for long-term accumulation, with an asymmetric return profile favoring significant upside over the next 1-3 years, despite noted risks like diminishing marginal returns, small sample size, and potential structural market changes.

marsbit07/24 07:13

Five Historic Indicators Simultaneously Flash Signals: Bitcoin Bear Market Bottoms Out

marsbit07/24 07:13

Intel Data Center Revenue Soars 59%, CEO Chan: CPU Demand 'Taking Off', Supply Can't Keep Up

Intel Reports Strong Q2 2026 Results, Led by Surging Data Center Revenue Intel demonstrated a robust recovery, posting second-quarter revenue of $16.1 billion, a 25% year-over-year increase—its highest growth rate since 2011. On a non-GAAP basis, net income was $2.2 billion, with earnings per share of $0.42, far exceeding analyst expectations. A key highlight was the performance of the Data Center and AI (DCAI) business, where revenue soared 59% to $6.3 billion, significantly outperforming overall company growth. CEO Patrick Gelsinger noted that "CPU demand is taking off" in the data center segment, with demand outpacing the company's growing supply capacity. This supply-demand dynamic has granted Intel renewed pricing power, with server CPU prices in China reportedly rising over 40% since the start of 2026. The company has secured ten long-term supply agreements with customers. The Client Computing Group (CCG), which includes PC chips, saw revenue grow 13% to $8.9 billion. Intel Foundry revenue grew 31% to $5.8 billion and achieved a milestone by signing its first named external customer, cybersecurity firm Fortinet. The company reported strong progress on its Intel 18A manufacturing process, with yields improving approximately 7% per month. To support future growth, Intel raised its full-year 2026 capital expenditure forecast from $18 billion to $20 billion, including a $5.7 billion investment to expand manufacturing capacity for its Xeon processors. For the third quarter, Intel provided optimistic guidance, projecting revenue between $15.8 billion and $16.8 billion and non-GAAP EPS of approximately $0.38, both above analyst estimates. Following the earnings release, Intel's stock rose about 11% in after-hours trading.

链捕手07/24 07:07

Intel Data Center Revenue Soars 59%, CEO Chan: CPU Demand 'Taking Off', Supply Can't Keep Up

链捕手07/24 07:07

CVPR '26 Highlight: Tsinghua University Creates Mirror Illusion Art Generator, Supports 3D Printing

Researchers from Tsinghua University have developed AutoMIA, an AI system that automatically generates mirror illusion art. Given two arbitrary input images, AutoMIA designs a 3D object that, when placed in front of a mirror, displays one image when viewed directly and the other as its mirror reflection. The system models this as a dual-view inverse design problem, using a voxel representation and differentiable volume rendering to optimize for both shape and color fidelity from two specified viewpoints. Key innovations include Projection-Aligned Connectivity pruning (PAC) to remove noise, Position-Weighted Adaptive denoising (PWA), Internal Voxel Protection (IVP) to prevent structural fractures for 3D printing, and Shape-Color Decoupled optimization (SCD) to balance geometric and color learning. Experiments show AutoMIA outperforms prior methods like Shadow Art in smoothness, noise reduction, and shape consistency, while remaining computationally efficient (76 seconds avg. on an RTX 3090). The method supports diverse inputs (letters, logos, emojis, etc.) and successfully transitions from digital simulation to physical artifacts via 3D printing, demonstrating practical applications in computational art and fabrication. This work, a CVPR 2026 Highlight and Efficient CVPR award winner, lowers the barrier for creating complex mirror illusion art.

marsbit07/24 07:07

CVPR '26 Highlight: Tsinghua University Creates Mirror Illusion Art Generator, Supports 3D Printing

marsbit07/24 07:07

Opinion: How Can Cryptocurrency Stage a Comeback? The 'Seed Round IPO' Might Be the Next Big Trend

The article argues that the next major wave in cryptocurrency adoption will be driven by "Seed Round IPOs," enabled by tools like MetaDAO's Ownership Coins and decision markets. The author believes that creating publicly tradable markets for early-stage companies addresses key needs: a surge of new AI-empowered founders needing distribution, and retail investors seeking access to high-upside assets currently unavailable to them. While acknowledging challenges like adverse selection, the author contends that combining brand-name VC participation with a retail-friendly "user-owner" model, alongside crypto's historical drivers of price appreciation ("number go up") and access to novel financial products, could fundamentally change early-stage fundraising and reignite crypto's growth.

marsbit07/24 07:01

Opinion: How Can Cryptocurrency Stage a Comeback? The 'Seed Round IPO' Might Be the Next Big Trend

marsbit07/24 07:01

Bitwise CIO: Two Drivers for the Next Bull Market

The CIO of Bitwise identifies the convergence of on-chain finance and traditional finance as the key driver for the next crypto bull market. This fusion, involving areas like stablecoins, tokenization, and 24/7 trading, will disrupt the financial industry. The article highlights two primary investment pathways emerging from this trend. First, crypto-native financial applications like Hyperliquid (HYPE), which boasts real revenue and strong tokenomics, are expanding into traditional assets. Second, traditional finance companies like Robinhood are actively building on crypto rails, as demonstrated by the rapid adoption of its new Layer 2 blockchain for tokenized stock trading. The author concludes that the scale of this coming shift will benefit the entire sector, with particular opportunities in crypto assets with solid fundamentals and established companies seriously experimenting with blockchain technology.

链捕手07/24 07:00

Bitwise CIO: Two Drivers for the Next Bull Market

链捕手07/24 07:00

AI is Turning Nuclear Power from a 'National Project' into a Replicable Commercial Product

Artificial intelligence is transforming nuclear energy from a "national-level project" into a replicable commercial product. Traditionally, nuclear power has been characterized by massive investments, long timelines, and complex regulations, making it inaccessible to most private enterprises. However, the emergence of AI data centers is shifting this dynamic. Major tech companies like Microsoft, Google, and Amazon, urgently needing large-scale, stable, and low-carbon power, are becoming powerful commercial buyers for nuclear energy. This new demand is driving several key developments. While large-scale nuclear plants remain national infrastructure, small modular reactors (SMRs) are advancing toward commercial validation, offering a more suitable scale for data centers, industrial parks, and energy-intensive industries. Furthermore, innovations in passive safety systems, modular manufacturing, and improved regulatory efficiency are helping to standardize nuclear technology into a more replicable industrial product. The value of nuclear energy is also expanding beyond electricity generation to include applications like industrial heat, hydrogen production, seawater desalination, and power for heavy manufacturing, supported by an entire supply chain. Challenges such as construction delays, cost overruns, waste management, fuel supply, regulation, and project financing remain significant risks. Fusion energy also still requires considerable time for commercialization. AI has not instantly matured nuclear technology, but it is providing unprecedented commercial demand, capital support, and concrete orders. Over the next decade, nuclear energy may become one of the most underestimated yet critical infrastructures supporting the AI industry.

链捕手07/24 06:56

AI is Turning Nuclear Power from a 'National Project' into a Replicable Commercial Product

链捕手07/24 06:56

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