# Сопутствующие статьи по теме Revenue

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Revenue", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Aave DAO Wins, But the Game Is Not Over Yet

Aave DAO has achieved a significant governance victory after months of community pressure, as Aave Labs has proposed transferring 100% of Aave-branded product revenue to the DAO treasury, committing to V4 as the future technical core, and establishing a foundation to hold brand IP. However, the proposal raises several concerns. The definition of "100% revenue" remains under Aave Labs' discretion, lacking independent audits or DAO-approved caps on deductions. The requested funding—$42.5M in stablecoins and 75K AAVE tokens—represents a large, concentrated allocation from the DAO treasury. Additionally, the proposal bundles multiple decisions (revenue sharing, V4 adoption, foundation creation, and funding) into a single vote, limiting granular community input. There are also concerns about governance influence, as the AAVE token transfer could shift voting power without full disclosure of existing holdings. While the direction is positive, the author recommends splitting the proposal, ensuring foundation independence, mandating wallet disclosures, and implementing independent revenue verification before any funds are transferred.

marsbit02/13 03:17

Aave DAO Wins, But the Game Is Not Over Yet

marsbit02/13 03:17

Robinhood Layer-2 goes live as its crypto revenue drops 38%

Robinhood has launched a public testnet for its Ethereum-based Layer-2 blockchain, Robinhood Chain, built on Arbitrum. The announcement was made at Consensus Hong Kong, marking the first public rollout since its initial reveal last year. The testnet offers developers access to documentation and compatibility with standard Ethereum tools, with infrastructure partners like Alchemy and LayerZero already building on it. Despite reporting record Q4 net revenue of $1.28 billion—a 27% year-over-year increase—the figure fell short of Wall Street expectations. Crypto revenue declined by 38% to $221 million, though crypto trading still saw a 3% quarterly volume increase to $82.4 billion. Net income dropped 34% to $605 million, though earnings per share slightly exceeded forecasts. For the full year 2025, Robinhood posted record net revenue of $4.5 billion, up 52% from 2024, with annual net income rising 35% to $1.9 billion. Revenue from prediction markets and futures surged 375% year-on-year to $147 million, surpassing equity-trading revenue for the first time. Following the earnings report, HOOD’s stock price declined.

ambcrypto02/11 21:02

Robinhood Layer-2 goes live as its crypto revenue drops 38%

ambcrypto02/11 21:02

Trading Volume Hits New Highs Repeatedly, Why Is Kalshi's Pre-IPO Stock Price Experiencing a Tale of Extremes?

Amidst a declining broader market, the prediction market sector has shown remarkable resilience, with trading activity hitting record highs. Kalshi, the largest regulated prediction market platform in the U.S., reached over $9.5 billion in trading volume in January, ranking first in the sector and setting a new monthly record. This has sparked renewed discussions about the fair pre-IPO share price of Kalshi, which is poised to become the "first prediction market stock." Currently, significant price discrepancies exist on crypto-based pre-IPO trading platforms: PreStocks lists Kalshi shares between $364 and $369, while Jarsy shows a price of around $504. In traditional markets, Nasdaq Private Market prices shares at approximately $320, and Hiive at $358. Kalshi completed a Series E funding round last year at a $11 billion valuation. Based on this, the reasonable pre-IPO share price range is estimated to be between $320 and $358. However, considering Kalshi's dominant market share and January volume nearing the entire prediction market's size from October last year, its implied valuation could be at least $15 billion. This would adjust the reasonable share price range to approximately $320–$423. Thus, Jarsy's current pricing appears high, while PreStocks may present arbitrage opportunities. With 2026 being a major year for global sporting events, Kalshi's annual revenue potential is significant, likely exceeding earlier estimates for competitor Polymarket, which could further drive up its pre-IPO valuation in the future.

比推02/11 15:25

Trading Volume Hits New Highs Repeatedly, Why Is Kalshi's Pre-IPO Stock Price Experiencing a Tale of Extremes?

比推02/11 15:25

Strongest quarter in three years – Yet, Canaan’s CAN stays below $1!

Crypto miner Canaan reported its strongest quarterly revenue in three years, with Q4 revenue surging 121.1% year-on-year to $196.3 million. This growth was driven by increased mining output and high demand for its machines, including a record 14.6 EH/s in computing power shipments. Mining revenue alone rose 98.5% to $30.4 million, and the company expanded its digital asset holdings to 1,750 BTC and 3,950 ETH. Despite these strong operational and financial results, Canaan’s stock (CAN) continues to trade below $1, currently at $0.57, down nearly 7% in a day. The company faces potential delisting from Nasdaq after receiving a warning for non-compliance with the exchange’s minimum bid price requirement. Canaan has until July 13 to bring its share price above $1 for at least 10 consecutive trading days. The stock has fallen about 18% year-to-date and over 70% in the past 12 months, reflecting persistent investor concerns despite record performance.

ambcrypto02/11 15:02

Strongest quarter in three years – Yet, Canaan’s CAN stays below $1!

ambcrypto02/11 15:02

Robinhood Achieves Best Performance in History, Why Did Its Stock Price Halve?

Robinhood reported its best-ever annual performance in 2025, with revenue reaching $4.5 billion, a 52% year-over-year increase. Despite strong results in options trading, equities, and subscription services, its stock price fell nearly 50% from its October peak. The decline was largely driven by a significant drop in cryptocurrency trading revenue, which fell 38% year-over-year to $221 million in Q4, as lower Bitcoin prices reduced retail trading activity. Monthly active users also declined by 1.9 million. While Robinhood is diversifying into new products and expanding internationally to reduce crypto dependency, its near-term performance remains tied to cryptocurrency market sentiment and volatility.

比推02/11 13:13

Robinhood Achieves Best Performance in History, Why Did Its Stock Price Halve?

比推02/11 13:13

Kalshi Trading Volume Continues to Break Records, What Is the Reasonable Pre-Market Stock Price?

Amidst a declining crypto market, prediction markets have emerged as a standout sector. Kalshi, the largest regulated prediction market platform in the U.S., reached a record monthly trading volume exceeding $9.5 billion in January, sparking renewed interest in its pre-IPO stock pricing. Current pre-IPO share prices for Kalshi show significant discrepancies across platforms. On PreStocks, prices are around $369 (implied market cap) and $364 (capitalization-based). In contrast, Jarsy lists a price of approximately $504 per share. Meanwhile, traditional financial markets like Nasdaq Private Market and Hiive show prices around $320 and $358, respectively. Kalshi completed a Series E funding round last year at an $11 billion valuation. Based on this, a reasonable pre-IPO share price range is estimated to be $320–$358. However, considering its surging trading volume and a projected market capitalization of at least $15 billion, a more optimistic price range of $358–$423 is plausible. This suggests Jarsy's current pricing may be high, while PreStocks might present an arbitrage opportunity. With major sporting events in 6 expected to boost activity, Kalshi's annual revenue potential is significant, potentially exceeding earlier estimates for competitor Polymarket, which could further drive up its pre-IPO valuation.

marsbit02/11 10:57

Kalshi Trading Volume Continues to Break Records, What Is the Reasonable Pre-Market Stock Price?

marsbit02/11 10:57

Kalshi Trading Volume Continues to Break Records, What Is the Reasonable Pre-Market Stock Price?

Amidst a recent market downturn, the prediction market sector has shown remarkable resilience. Kalshi, the largest regulated prediction market platform in the US, reached a record single-month trading volume exceeding $9.5 billion in January, making it the sector leader. This surge has sparked renewed interest in pricing its pre-IPO shares. Significant price discrepancies exist across different pre-IPO trading platforms. On PreStocks, Kalshi shares are priced between $364 and $369. On Jarsy, the price is notably higher at around $504. In contrast, traditional private markets like Nasdaq Private Market and Hiive list shares at approximately $320 and $358, respectively. The analysis suggests a reasonable pre-IPO share price range for Kalshi is between $320 and $423. This is based on its last private funding round valuation of $11 billion and an estimated implied valuation of at least $15 billion, supported by its surging trading volume which now nearly equals the entire prediction market's size from October of the previous year. The article concludes that Jarsy's current price appears high, while PreStocks may present a potential arbitrage opportunity. Furthermore, with 2026 being a major year for global sporting events, Kalshi's annual revenue potential is seen as substantial, potentially exceeding estimates for competitor Polymarket, which could lead to further increases in its pre-IPO valuation.

Odaily星球日报02/11 10:44

Kalshi Trading Volume Continues to Break Records, What Is the Reasonable Pre-Market Stock Price?

Odaily星球日报02/11 10:44

Why Base’s $15.2B trading boom raises questions about L2 tokens

Base is shifting its focus from creator rewards and social features to prioritize trading, as evidenced by the shutdown of its Creator Rewards program and Farcaster-powered social feed. The program, which distributed around $450,000 to 17,000 creators over seven months, is being discontinued to allow the platform to concentrate on tradable assets. This strategic pivot raises questions about the potential role of a native Base token, especially since discussions about its launch have quieted recently. The network's strong performance suggests a token may not be necessary. Over the past 30 days, Base-linked DEXs processed $15.2 billion in trading volume, with Aerodrome Finance (AERO) leading much of the activity. The network has also generated $190.6 million in cumulative fees and revenue, demonstrating its ability to monetize usage directly without relying on a token for growth. Coinbase's recent Super Bowl ad further indicates a focus on brand building and streamlined priorities. With trading volume and fees effectively serving the function a token typically would, a native Base token appears optional rather than essential.

ambcrypto02/10 23:02

Why Base’s $15.2B trading boom raises questions about L2 tokens

ambcrypto02/10 23:02

a16z: AI Can't Escape Advertising Either, Driven by Huge Monetization Pressure

The article discusses the inevitability of advertising as a monetization strategy for AI services, using OpenAI's recent announcement to introduce ads for free users as a key example. It argues that advertising is the most effective way to scale internet services to billions of users, as seen with platforms like Google and Facebook. Data shows consumer AI subscription conversion rates are low (5-10%), as most users employ AI for personal productivity tasks (e.g., writing emails, searching) rather than high-value activities like programming. While premium subscriptions work for heavy users, ads are necessary to achieve mass adoption. The author outlines several potential AI monetization models, including intent-based ads, contextual advertising, affiliate commerce, gaming, outcome-based bidding, subscriptions for entertainment/companion AI, and token-based pricing. The core thesis is that advertising, despite criticisms, funds widespread access to technology and will inevitably become central to AI business models.

marsbit02/10 06:21

a16z: AI Can't Escape Advertising Either, Driven by Huge Monetization Pressure

marsbit02/10 06:21

Is finance crypto’s first chapter or its final form? VCs weigh in…

The article explores whether finance represents crypto's foundational use case or its ultimate application, featuring perspectives from venture capitalists. Chris Dixon of a16z Crypto argues that non-financial applications are still emerging, with finance developing first due to infrastructure needs. Haseeb Qureshi of Dragonfly counters that consumer crypto failed due to weak demand and poor products, not regulation, asserting finance is crypto's only proven product-market fit. Capital flows in 2025 support this, with venture funding exceeding $20 billion, heavily focused on DeFi and infrastructure. TVL recovered to ~$99 billion, and stablecoin supply surpassed $307 billion, demonstrating finance's dominance. Revenue data further reinforces this: top DeFi protocols like PancakeSwap and Aave generated significant fees, while non-financial sectors like gaming struggled with thin revenue and low user monetization. The conclusion is that finance remains crypto's primary value layer, with strong capital and payment flows, whereas utility sectors face challenges in converting engagement into sustainable revenue.

ambcrypto02/10 01:02

Is finance crypto’s first chapter or its final form? VCs weigh in…

ambcrypto02/10 01:02

活动图片

Популярные категорииright-arrow

Популярные тегиright-arrow

Industry News

Regulatory Policy