加密梦碎？为什么越来越多人正在悄悄离场？

WSJ：Hyperliquid 正在成为华尔街的加密「便利店」

WSJ reports that the decentralized crypto platform Hyperliquid is becoming a favored "convenience store" for Wall Street traders, offering 24/7 access to trade perpetual futures on a wide range of assets, from Bitcoin and the S&P 500 to oil and pre-IPO companies like SpaceX. Founded three years ago by ex-HRT quant Jeff Yan, the platform emphasizes user self-custody of assets, a feature inspired by the FTX collapse. Its native token, HYPE, has surged over 100% in the past year. The platform's rise highlights the blending of crypto and traditional finance, attracting traders who use it to position ahead of major market events, such as a trader who profited from an oil bet during Middle East tensions. While U.S. residents are currently blocked, some use VPNs to access its user-friendly interface and broad asset selection. The platform also fosters a strong community culture, symbolized by its "Hypurr" cat mascot. However, perpetual futures are high-risk, high-leverage products; a recent market move wiped out $10 billion in positions on Hyperliquid. The platform plans to expand into prediction markets and options trading.

marsbit4 хв тому

Optical Modules Soar, Why Is NOK the Second Leader After MRVL?

Nokia's stock has surged nearly 170% to around $16.8 since Nvidia's $1 billion investment and AI-RAN partnership in October 2025, reflecting a market re-rating from a cyclical telecom equipment provider to an AI infrastructure player. This rise, adding roughly $60 billion in market cap, is driven by AI capex expansion into telecom edge, RAN, and optical networks. The company's Q1 2026 results showed strong momentum, with AI & Cloud net sales up 49% and 10 billion euros in new orders, prompting Nokia to raise its AI & Cloud market growth forecast to a 27% CAGR (2025-2028). Optical network growth of 20% further strengthens its position in connecting AI data centers. Recent tests with operators like T-Mobile and the opening of an AI Networking Innovation Lab demonstrate progress from concept to early commercial deployment. Nokia's strategy integrates Nvidia GPUs into its network hardware, enabling concurrent AI processing and RAN tasks for real-time optimization and new edge services. However, with a trailing P/E nearing 100x and consensus price targets lagging the current stock price, significant future growth is already priced in. The key constraint now is the pace and scale of large-scale operator deployments. While execution signals remain positive and the company's position in AI edge infrastructure is established, high valuation leaves limited room for error, making tangible commercial contracts the critical factor for further stock performance.

marsbit5 хв тому

WSJ: Hyperliquid Is Becoming Wall Street's Crypto 'Convenience Store'

The Wall Street Journal reports that Hyperliquid, a decentralized crypto platform, is becoming a go-to "convenience store" for Wall Street traders, especially "weekend warriors" seeking to position themselves around global events outside traditional market hours. Founded by ex-HFT quant Jeff Yan after FTX's collapse, Hyperliquid emphasizes self-custody and operates 24/7. It has gained traction by offering perpetual futures on assets ranging from Bitcoin and the S&P 500 to oil and pre-IPO companies like SpaceX. A notable case involved a trader profiting 243% on oil positions after news of Middle East airstrikes. The platform, while currently blocking U.S. users, has seen significant growth, with its native HYPE token's market cap around $16B. Its community-driven culture, user-friendly interface, and developer ecosystem contribute to its appeal, despite concerns about the high risks of leveraged perpetuals. Hyperliquid aims to expand into prediction markets and options.

链捕手15 хв тому

Popular Interactive Projects Collection | Xeffy Launches TG Mini Program; Pod Network Testnet Event (June 3rd)

Hot Interaction Roundup | Xeffy Launches TG Mini-App; Pod Network Testnet Campaign (June 3rd) Original: Odaily Planet Daily (@OdailyChina); Author: Asher (@Asher_0210) This article highlights interactive opportunities for three crypto projects. **1. Xeffy: An RWA + DeFi Yield Project** Xeffy focuses on real-world assets (RWA) and DeFi, aiming to build a one-stop institutional multi-strategy yield and infrastructure portal. It has raised $20 million in funding. The project recently launched a Telegram mini-app. Early participants and contributors can earn token airdrops. * **Interaction Guide:** Visit the Xeffy website, join its Telegram channel via "JOIN NOW," start the app, complete social tasks, then perform daily check-ins and tasks within the app to earn points. **2. Pod Network: A High-Performance Decentralized Exchange** Pod Network is an L1 blockchain aiming to create a high-performance, decentralized market for trading all global assets (stocks, bonds, forex, etc.). It completed a $10 million seed round in January 2025 and launched its testnet in April. * **Interaction Guide:** Go to the Pod Network testnet website, log in with a Google account, link your X account, receive test tokens to participate in stock trading simulations, and join the official Discord for an early community role. **3. Blockscout: An Open-Source Block Explorer** Blockscout is an open-source block explorer for EVM-compatible chains, allowing users to view and analyze blockchain data. It raised $3 million in a seed round in August 2024. * **Interaction Guide:** Visit the Catena (associated with Blockscout ecosystem) waitlist page, connect a wallet to log in and receive initial points, then complete the daily check-in in the "Merits" dashboard to earn 10 points per day.

Odaily星球日报20 хв тому

Bitwise首席投资官：Crypto沦为逆向投资，三个逻辑看懂当前市场

marsbit24 хв тому