# Prediction İlgili Makaleler

HTX Haber Merkezi, kripto endüstrisindeki piyasa trendleri, proje güncellemeleri, teknoloji gelişmeleri ve düzenleyici politikaları kapsayan "Prediction" hakkında en son makaleleri ve derinlemesine analizleri sunmaktadır.

a16z Invests Heavily with $356 Million in HYPE, Surpassing Paradigm to Become the Largest External Holder

On May 21st, HYPE surged past $59, reaching a new high since September 2025, with a market cap nearing $150 billion. Analysts attribute the rally to a short squeeze and significant ETF inflows. The launch of two U.S. spot ETFs for Hyperliquid has driven substantial capital, with their inflows at times surpassing those of Bitcoin and Ethereum ETFs. Major institutions are actively accumulating HYPE. Venture firm a16z has become the largest external holder with a $356 million position, surpassing Paradigm. Other firms like Goldman Sachs, Grayscale, and Galaxy Digital have also made large purchases, with Goldman reportedly selling portions of its XRP, ETH, and BTC holdings to buy HYPE. Bitwise CIO Matt Hougan calls HYPE one of the most "mispriced" assets, arguing its valuation should reflect Hyperliquid's broader platform beyond just a perpetual DEX token. The protocol generates substantial real revenue, using 97% of fees to buy back and burn HYPE. Its expansion into RWA commodities and prediction markets has driven user growth and transaction volume, now commanding about 70% of the on-chain perpetual DEX market. However, this rapid growth faces challenges. Traditional exchanges CME and ICE are pressuring the CFTC to regulate Hyperliquid, citing concerns over its impact on global commodity benchmarks. Concurrently, some major market makers have withdrawn significant liquidity from the platform. With HYPE up over 125% year-to-date, operational risks are rising. Large holders are reportedly hedging with sizable short positions. The regulatory outlook from the CFTC remains a key uncertainty, adding another layer to the ongoing battle over the future of on-chain finance.

链捕手Dün 11:08

a16z Invests Heavily with $356 Million in HYPE, Surpassing Paradigm to Become the Largest External Holder

链捕手Dün 11:08

Chat with the Godfather of Crypto: $60k Bitcoin is Definitely Not the Bottom, the Real 'Capitulation Moment' is in October

**Summary: Interview with "Crypto Godfather" Michael Terpin on Bitcoin Outlook** Michael Terpin, founder of Transform Ventures and author of "Bitcoin Supercycle," discusses his market views in a podcast. He argues that Bitcoin's price around $60K is likely not the cycle bottom, with odds favoring a further decline to the $48K–$57K range, potentially bottoming in October. Key points include: * **Saylor & STRC:** He clarifies Michael Saylor's recent statement about potentially selling Bitcoin to pay dividends is driven by STRC's retail/ hybrid structure requiring an "escape valve," not a strategic shift. Saylor's large-scale OTC purchases create a floor for Bitcoin's price. * **October Bottom Thesis:** Terpin cites historical patterns (e.g., ~1-year bear markets, Coin Days Destroyed indicator, 23/35-month cycles) pointing to an October bottom. Current selling pressure is largely from leveraged retail liquidations, not whales. * **Cycle Dynamics:** He notes diminishing returns per cycle (e.g., 3000x, 100x, 30x, ~8x) and converging drawdowns. The long-term $1M Bitcoin target by 2033 remains. * **Risks & Narratives:** The real near-term "FTX moment" risk is an advanced AI model attacking a major Ethereum smart contract (e.g., Lido), not quantum computing breaking Bitcoin soon. AI tokens are expected to outperform Bitcoin in the next three years, with profits potentially flowing back into BTC. * **Market Mechanics:** He comments on reported systematic selling by firms like Jane Street and how Wall Street tactics (OTC buying, public market shorting) now influence Bitcoin. * **Supercycle & Design:** Terpin believes Satoshi intentionally aligned Bitcoin's 4-year halving cycle with US election years, influencing global liquidity cycles. He discusses Bitcoin's role in a potential new commodity supercycle driven by currency debasement.

marsbit05/19 01:13

Chat with the Godfather of Crypto: $60k Bitcoin is Definitely Not the Bottom, the Real 'Capitulation Moment' is in October

marsbit05/19 01:13

EASY Residency Season 3 Graduation List Released: Which Tracks is YZi Lab Focusing On?

YZi Labs has announced the 25 graduating projects from the third season of its flagship incubation program, EASY Residency. This cohort is focused on key Web3 sectors including the reconstruction of on-chain financial market structures, AI agents, tokenized real-world assets (RWA), prediction markets, and privacy/compliance infrastructure. The selected projects span a wide range of applications. In the AI and infrastructure domain, Bank of AI provides identity and payment infrastructure for AI agents on BNB Chain, while Cournot focuses on making AI probabilistic outputs verifiable. Functor addresses self-custody authorization for AI agent workflows. For decentralized finance (DeFi) and trading, several projects aim to enhance liquidity and user experience. LunarBase offers CEX-level on-chain liquidity, Möbius is building a unified margin layer, and Nemesis is a permissionless margin trading protocol. Others like LayerV and Vibe.fun are working on structured products and exotic derivatives. The RWA and asset tokenization category includes Renaiss, which provides liquidity infrastructure for physical collectibles, and Openstocks, a platform for tokenized private market exposure. Prediction markets and novel financial primitives are represented by Polysights (automation infrastructure for prediction markets) and PokerFi (an on-chain poker skill-games options market). Privacy and compliance are addressed by projects like 0xBow.io, which offers compliance-oriented privacy infrastructure, and SilentSwap, a cross-chain privacy swap protocol. The list also features projects targeting specific niches or improving core processes, such as Isaac, a non-interest stablecoin neobank for the Muslim market, Brief Tech, an AI-powered legal evidence indexing tool, and Flap, a programmable token launch infrastructure. Overall, this cohort reflects YZi Labs' investment thesis in foundational infrastructure layers, AI integration, sophisticated DeFi products, and real-world asset tokenization, aiming to advance the usability and capability of the on-chain ecosystem.

marsbit05/14 02:09

EASY Residency Season 3 Graduation List Released: Which Tracks is YZi Lab Focusing On?

marsbit05/14 02:09

EASY Residency Season 3 Graduation List Announced: Which Sectors is YZi Lab Eyeing?

YZi Labs has announced the 25 projects graduating from the third season of its flagship incubation program, EASY Residency. The cohort focuses on key areas such as rebuilding on-chain financial market structures, AI agents, tokenized real-world assets (RWA), prediction markets, and privacy/compliance infrastructure. Notable projects include: Bank of AI, building AI Agent identity and payment infrastructure for BNB Chain; Cournot, creating a verifiable reasoning platform for AI probability outputs; and LunarBase, a liquidity platform aiming for CEX-like execution quality on Base and BNB Chain. Other highlights are: Flap, a programmable token launch infrastructure; GEMINT, a marketplace for collectibles and IP assets; and Renaiss, providing liquidity infrastructure for physical collectibles as RWAs. In DeFi, projects like Möbius (unified margin layer), TermMax (fixed-rate lending), and LayerV (on-chain options) aim to enhance sophistication and capital efficiency. Several projects tackle AI automation, such as Newsliquid (automating news-based trading) and Taco AI (AI agent trading). Privacy and compliance are addressed by 0xBow.io (privacy infrastructure with compliance proofs) and SilentSwap (private cross-chain swaps). The selection reflects YZi Labs' focus on foundational infrastructure across AI, DeFi, tokenization, and next-generation financial primitives, supporting early-stage projects that aim to advance these critical sectors.

Odaily星球日报05/14 02:02

EASY Residency Season 3 Graduation List Announced: Which Sectors is YZi Lab Eyeing?

Odaily星球日报05/14 02:02

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