2026-07-29 Quarta

Notícias de cripto - Página 30

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.

Crossing Boundaries Is Hard: Neither Prediction Market Nor Perp DEX Leader Has Replicated Their Own Success

Over the past six months, two of the hottest trading sectors—prediction markets and Perpetual DEXs (Perp DEXs)—have been attempting to cross into each other's territories. In April, prediction market platform Polymarket announced plans to launch perpetual contracts (Perps) for crypto, stocks, and commodities. In late May, the regulated platform Kalshi launched CFTC-regulated crypto Perps. Meanwhile, leading Perp DEX Hyperliquid moved in the opposite direction, launching its HIP-4 outcome markets for event-based trading in May. Initial results from these crossovers have been mixed, showing that established user habits and liquidity do not easily transfer to new product categories. Hyperliquid's HIP-4 platform saw strong initial demand, with daily volume reaching nearly $30 million during the World Cup, but active markets have since collapsed from over 120 to under 20, with daily volume often falling below $1 million. This highlights the inherent challenge: perpetual contracts maintain liquidity around core assets, while event contracts expire and require constant renewal of interest and liquidity. Similarly, Polymarket's Perps, still in an invite-only phase, saw daily volume drop from an initial ~$48 million to around $18 million by late July, with open interest (OI) at only ~$26.4 million—a fraction of Hyperliquid's ~$7.7 billion OI. Kalshi's Perps had a faster start, accumulating $16.1 billion in volume over six weeks, but recent daily volume has plummeted over 80% to around $80 million, with OI remaining in the millions, far below major Perp DEXs. The article concludes that replicating the deep liquidity and entrenched user behavior of a core market is exceptionally difficult. For these platforms, deepening their dominance in their original "home" sectors—whether Perp DEXs or prediction markets—may be a more viable strategy than pursuing a broad "everything exchange" model through跨界 expansion. Success ultimately depends on sustained accumulation of users, liquidity, and market depth in a core niche.

Odaily星球日报Ontem 12:20

Crossing Boundaries Is Hard: Neither Prediction Market Nor Perp DEX Leader Has Replicated Their Own Success

Odaily星球日报Ontem 12:20

Google's earnings report is bright enough, so why isn't Wall Street buying it?

Google's parent company, Alphabet, reported strong Q2 2026 results with revenue of $119.8 billion (up 24% YoY) and operating profit of $40.8 billion (up 30% YoY). Its Google Cloud segment was a standout, with revenue surging 82% to $24.77 billion. However, despite these positive figures, the company's stock fell nearly 3% in after-hours trading. The market's negative reaction stems from concerns over the massive costs of competing in the AI era. Alphabet's capital expenditures hit $44.9 billion in Q2, and its full-year 2026 Capex guidance was raised to $195-$205 billion. This intense spending on AI infrastructure (servers, data centers) caused Alphabet's free cash flow to turn negative for the first time, at -$5.855 billion. While Google Cloud's rapid growth demonstrates some return on AI investments, its ~$100 billion annualized revenue is still overshadowed by the nearly $200 billion in annual Capex. Investors are questioning how long it will take for these enormous investments to translate into sustainable, profitable growth. Furthermore, doubts persist about the competitiveness of Google's core Gemini AI model, especially after reported delays. The market is shifting its focus from sheer AI spending to which company can most effectively monetize its investments. For Google, the challenge is to prove its "full-stack AI" strategy can deliver long-term value that justifies the current financial strain.

Odaily星球日报Ontem 12:19

Google's earnings report is bright enough, so why isn't Wall Street buying it?

Odaily星球日报Ontem 12:19

Data Review: How Much Profit Did Prediction Markets Reap from a Single World Cup?

**How Much Did the 2026 World Cup Boost Prediction Markets? A Data Review.** The 2026 World Cup provided a major, temporary boost to leading prediction markets, according to an analysis of Kalshi, Polymarket, and predict.fun. During the tournament, total nominal trading volume reached $543.38 billion on Kalshi, $209.88 billion on Polymarket, and $10.92 billion on predict.fun. While Kalshi maintained an overall lead, Polymarket narrowed the gap significantly in World Cup-specific markets. All platforms saw daily trading volumes roughly double or more during the event compared to pre-tournament levels, but activity largely retreated to baseline shortly after the final. Fee revenue also surged. Kalshi's weekly fees peaked at over $100 million in the fourth week, totaling $473.2 million for the tournament. Polymarket's weekly fees stabilized around $20 million, totaling $111.4 million. Predict.fun saw its weekly fee income rise from a pre-tournament $159k to a peak of $755k, with a six-week total of $3.48 million. Post-tournament, daily fee income declined for all three. Analysis of Total Value Locked (TVL) showed Polymarket's deposits remained flat around $4.4-$4.8 billion during the World Cup and later fell, suggesting the event spurred high-frequency trading but not long-term capital commitment. In contrast, predict.fun's TVL saw a clear inflow during the tournament's knockout stages, rising to a peak near $25 million before easing. The data confirms that mega-sports events can generate massive, concentrated trading volume and revenue for prediction platforms. However, the post-tournament pullback indicates this growth is largely event-driven and doesn't automatically translate into sustained higher activity. The World Cup validated sports as a core trading category and helped users develop repeated trading habits, setting the stage for the next phase of competition focused on user retention and creating consistent trading demand.

Odaily星球日报Ontem 12:14

Data Review: How Much Profit Did Prediction Markets Reap from a Single World Cup?

Odaily星球日报Ontem 12:14

South Korean Stock Market Experiences 7 Circuit Breakers This Year: The Summer Ruined by Leverage for Young People

The South Korean stock market experienced an extreme crash and a wave of forced liquidations after a historic rally. In the past month alone, the entire market halted trading four times due to circuit breakers, surpassing records set during the 2008 financial crisis. The KOSPI index plummeted 32% from its peak, triggering widespread deleveraging. Over 1.2 million leveraged retail accounts faced margin calls, with hundreds of thousands fully liquidated, erasing trillions of won in investor deposits. The article details the human cost through several stories. A celebrity lamented buying SK Hynix at a peak. A 24-year-old army veteran lost his entire 200 million won savings and 2.8 billion won in paper gains after a highly leveraged bet on a single stock. In a tragic incident, a disgruntled follower of a YouTube stock influencer stabbed the博主 after following his advice led to massive losses. Even a seasoned investor saw 1.5 billion won vanish in two months. Despite the carnage, new retail investors continue to enter the market, often driven by FOMO (fear of missing out) and the perception that cash is a "waste" during a bull run. This speculative frenzy is partly attributed to President Lee Myung-bak's administration, which promoted stock market reforms to shift reliance from real estate and vowed to boost the KOSPI. However, soaring property prices have also pushed young Koreans toward high-risk, leveraged stock investing as their only perceived path to wealth accumulation. The report concludes that while the market's future is uncertain, this cycle of policy-driven booms, leveraged speculation, and devastating busts is a recurring phenomenon in financial history, with Korean youth being its latest participants.

Odaily星球日报Ontem 12:11

South Korean Stock Market Experiences 7 Circuit Breakers This Year: The Summer Ruined by Leverage for Young People

Odaily星球日报Ontem 12:11

Hot Interaction Compilation | AllScale Points Tasks; Skew Waitlist Application (July 22)

**Summary: Hot Interaction Roundup – AllScale Point Tasks & Skew Waitlist Application (July 22nd)** This article from Odaily introduces three crypto projects with current user interaction opportunities. **1. AllScale: Self-Custody Stablecoin Digital Bank** AllScale is a non-custodial fintech platform enabling instant, low-cost cross-border payments with stablecoins like USDT/USDC. It recently secured a $5 million seed round. Users can earn points by: visiting the official website, creating an account, verifying their email (100 pts), completing a 7-day consecutive login streak (300 pts), and finishing the first "invoice receipt" task (400 pts). **2. Skew: Building "Next-Generation Markets" on Hyperliquid** Skew is an early-stage project focused on creating new markets on the Hyperliquid chain, recently receiving $33 million in funding from Hyperion. Interaction is simple: visit the Skew website and submit your X (Twitter) email, X handle, and Telegram username to join the early access waitlist. **3. GIWA Chain: Upbit's Ethereum L2** GIWA Chain is an Ethereum Layer 2 solution by South Korean exchange Upbit, currently on public testnet. The interaction guide involves: adding the GIWA test network to your wallet, claiming testnet ETH via the official faucet (requires idle mining) or a cross-chain bridge, and creating a personal "Up ID" to perform verification and token transactions on the testnet.

Odaily星球日报Ontem 12:10

Hot Interaction Compilation | AllScale Points Tasks; Skew Waitlist Application (July 22)

Odaily星球日报Ontem 12:10

EMCD launches Miner Support Program with up to $30M for miners amid industry’s steepest profitability squeeze

EMCD, a major global Bitcoin mining pool, has launched a Miner Support Program offering up to $30 million in financing, fee relief, and partner benefits to eligible miners. This initiative responds to a severe industry profitability squeeze, with Bitcoin's hashprice falling 50% from its late-2025 peak to a post-halving low of approximately $28/PH/day, forcing an estimated 252 EH/s of mining capacity offline. The program provides secured liquidity facilities at a 3.9% APR, 60 days of zero pool commission, and access to preferential pricing on hardware optimization software and partner equipment/data center services. EMCD's CEO, Michael Jerlis, stated the program is designed to help active miners strategically navigate the downturn. The company is also inviting hardware manufacturers and data center providers to join as program partners.

cointelegraphOntem 12:08

EMCD launches Miner Support Program with up to $30M for miners amid industry’s steepest profitability squeeze

cointelegraphOntem 12:08

The Number of Licensed Cryptocompanies Has Increased in the EU

The European Securities and Markets Authority (ESMA) has expanded its register of licensed crypto-asset service providers (CASPs), adding 15 more companies. This third update since the end of MiCA's transitional period brings the total number of EU-authorized entities to 309. New licensees include both traditional financial sector players, such as BNY Mellon's Belgian subsidiary and three German banks, and dedicated crypto services like BitPay, Coinify, and Bleap. The update confirms the ongoing effort to standardize the crypto market under the EU's first unified regulatory framework, MiCA. Licensed firms can now operate across the entire EU without needing jurisdiction-specific approvals, streamlining market access. The inclusion of several major banks signals growing interest from traditional finance in digital assets.

cryptonews.ruOntem 12:07

The Number of Licensed Cryptocompanies Has Increased in the EU

cryptonews.ruOntem 12:07

Is Nvidia About to Become a Shareholder of Upbit?

NVIDIA announced a $1 billion strategic investment in South Korean internet giant Naver, acquiring approximately 4.5% of its shares. The investment aims to bolster Naver's AI data center infrastructure, which will expand and utilize NVIDIA's hardware. This move gains significance for the crypto industry due to Naver's ongoing acquisition of Dunamu, the parent company of Upbit—South Korea's leading cryptocurrency exchange. The acquisition, valued at around $9.9 billion, is pending regulatory approvals, primarily from the Fair Trade Commission concerning potential antitrust issues. If finalized, Upbit would become a part of Naver's financial ecosystem. Therefore, while NVIDIA is not directly investing in Upbit, the transaction creates a potential indirect link between the chipmaker and the exchange, contingent upon the successful completion of Naver's acquisition of Dunamu.

Odaily星球日报Ontem 12:04

Is Nvidia About to Become a Shareholder of Upbit?

Odaily星球日报Ontem 12:04

How a Fake SpaceX Engineer Stirred Up the Trillion-Dollar Commercial Space Market?

A self-proclaimed SpaceX engineer recently admitted to fabricating and disseminating false information about the company's launch vehicle strategy, which was subsequently reported by major media outlets and stirred significant discussion in the commercial space market. The individual, Yatharth Mann, claimed to have contacted several prominent news organizations, including Bloomberg, posing as an internal SpaceX engineer. In these communications, Mann fabricated details suggesting SpaceX would phase out its Falcon 9 rocket, refuse commercial launch orders post-2028, and accelerate a transition to its Starship vehicle to focus on deep space exploration. To bolster credibility, Mann's emails included criticisms of Elon Musk and Donald Trump, aligning with perceived internal employee sentiments. These fabricated claims were published as reports citing anonymous "insider" sources, prompting analysts to debate the potential market implications. Some argued a strategic shift could create opportunities for competitors like Rocket Lab. However, Mann later revealed the hoax, even pointing out factual errors in the reporting, such as incorrectly stating SpaceX would reduce production of the expendable second stage rather than the reusable first stage of the Falcon 9. While the involved media outlets have not publicly confirmed or responded to Mann's claims, the incident highlights the potential impact of unverified anonymous sources and the ease with which misinformation can enter mainstream financial and industry discourse.

Odaily星球日报Ontem 12:04

How a Fake SpaceX Engineer Stirred Up the Trillion-Dollar Commercial Space Market?

Odaily星球日报Ontem 12:04

Futu Hong Kong Lists BNB: A Counterattack in the Crypto Exchange Arena Amid Regulatory Pressures

Futu Securities, a long-established brokerage, has launched real-time BNB trading for Hong Kong's compliant professional investors, becoming the first licensed broker in the city to offer an order book trading pair for BNB. This expands its available cryptocurrencies to 21 mainstream coins, including BTC, ETH, and SOL. The move leverages its self-built PantherTrade platform, which complies with Hong Kong Securities and Futures Commission standards. This strategic push into cryptocurrency trading comes as Futu faces significant regulatory pressures globally. In mainland China, authorities imposed a substantial fine and mandated a two-year wind-down period for its cross-border business with mainland investors. Concurrently, it faces lawsuits in the U.S. over alleged insider trading and was ordered by Japanese regulators to suspend new account openings for three months due to compliance failures. Amid these challenges in its traditional brokerage operations, Futu is seeking growth through its virtual asset services. It first received Hong Kong SFC approval for crypto trading in July 2024 and has since expanded these services to markets like Singapore and the U.S. In a further development this June, it gained approval to offer virtual asset margin financing in Hong Kong, allowing clients to use traditional securities as collateral for crypto trades. Futu's Q1 2026 results showed strong performance in its Hong Kong brokerage, with a dominant local market share. With mainland client assets declining, its Hong Kong crypto business is gaining strategic importance. This move marks a significant step in traditional brokerages competing directly with crypto exchanges for global capital flows.

Odaily星球日报Ontem 11:59

Futu Hong Kong Lists BNB: A Counterattack in the Crypto Exchange Arena Amid Regulatory Pressures

Odaily星球日报Ontem 11:59

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