The Altcoin Vector #61

insights.glassnodeОпубліковано о 2026-07-16Востаннє оновлено о 2026-07-16

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Пов'язані матеріали

Ansem: Why I Believe Token Buybacks Don't Solve Anything?

Crypto trader Ansem argues that token buybacks alone do not create value. Instead, a project's valuation multiple is driven by "trust premium" built between the team and its community. He compares two high-revenue Solana protocols: Hyperliquid (estimated $800M annualized revenue, ~$650B FDV) and pump.fun (estimated $440M annualized revenue, ~$14B FDV). Both aggressively use most protocol revenue for buybacks, yet their valuation multiples differ by nearly 50x. Ansem attributes Hyperliquid's high valuation to the trust earned by its founder Jeff and team through consistent execution, transparent community rewards, and a dedicated user base. In contrast, he criticizes pump.fun for failing to fulfill a promised airdrop of 24% of its token supply for over a year since its July 2025 ICO, despite generating over $1B in revenue and raising $1B in the ICO. He suggests that honoring its commitments could significantly boost its token price and platform metrics. The core thesis is that trust, not just financial mechanics, is the key driver of crypto asset valuations.

marsbit21 хв тому

Ansem: Why I Believe Token Buybacks Don't Solve Anything?

marsbit21 хв тому

Bitcoin price prediction: $55.5K or $70K for its next impulse move?

After a brief recovery above $65K, Bitcoin's price retreated slightly, with recent liquidations remaining modest compared to earlier large-scale sell-offs. Analysts note fragile market conditions, citing negative ETF flows and lack of specific Bitcoin demand. However, the Bitcoin Regime Score, which combines several market metrics, indicates a modestly bullish short-term outlook for the second consecutive week. From a technical perspective, Bitcoin's price action is at a critical juncture. The higher timeframe trend remains bearish, with $65,260 acting as a key resistance level. The analysis suggests a potential continuation of the downtrend toward $55,560 or even $51,934 in the coming weeks, unless the price closes above $67,292 on a 4-hour chart. An alternative scenario could see a rally up to $77,489 before the larger bearish trend resumes.

ambcrypto30 хв тому

Bitcoin price prediction: $55.5K or $70K for its next impulse move?

ambcrypto30 хв тому

Li Shanyou: The World Is Getting More Competitive, But We Can Choose to Be Slower, Go Deeper, and Turn Inward

**Title:** Li Shanyou: The World Is Moving Faster and More Chaotically; We Can Choose to Be Slower, Deeper, and More Inward **Summary:** In an era where AI evolves weekly and past experiences often fail, the article argues for returning to First Principles. It shifts focus from "cognition" (knowledge/content), which AI has disrupted, to "consciousness" or "the capacity to know"—the foundational ability that enables cognition and determines its scope and depth. The piece uses Zhang Yiming (founder of ByteDance) as a case study for the "second-order consciousness" of the mobile internet era: success through rational logic, modeling, and deduction, which allowed him to surpass earlier "first-order" entrepreneurs reliant on copying experiences. However, the author suggests that the AI era demands a further leap to "third-order consciousness"—operating from a place of inner inspiration, vision, or "ideas," beyond pure rationality. Figures like Elon Musk and Steve Jobs are cited as examples, with DeepSeek's Liang Wenfeng presented as a potential representative of this new, AI-native wave of entrepreneurs driven by curiosity and innovation rather than just commercial logic. For the majority who may not become such visionary leaders, the author proposes an alternative path: the "Path of Quality" or "Work as Art." This involves turning inward, focusing on the immediate task at hand, and imbuing one's work with care and dedication—creating a "quality" product not as a means to an end, but as an end in itself. This process refines both the work and the individual's own consciousness. In a hyper-competitive, fast-paced world, this path offers a counterpoint: to be slower, go deeper, and focus inward, finding meaning by creating quality in everyday endeavors, regardless of scale.

marsbit48 хв тому

Li Shanyou: The World Is Getting More Competitive, But We Can Choose to Be Slower, Go Deeper, and Turn Inward

marsbit48 хв тому

1inch Co-founder Anton Bukov Leaves, Launches New Project Second Tier

Anton Bukov, co-founder of the decentralized exchange aggregator protocol 1inch, has announced his departure from the company's daily operations. Bukov, who was instrumental in designing core 1inch architectures like the Router, Fusion, and cross-chain Swap, ceased involvement in November 2025 due to strategic and leadership disagreements, though he retains his co-founder title and 50% equity stake. Concurrently, Bukov unveiled his new venture, Second Tier (tier.xyz), describing it as infrastructure to "shorten the distance between economic intent and on-chain execution." He explicitly stated it is not a DEX or aggregator. The project's public-facing material is currently a manifesto criticizing systemic financial friction and advocating for building new architectural categories rather than competing within existing ones. No product details, team, or funding have been disclosed. The split highlights a strategic divergence within 1inch. While CEO Sergej Kunz has steered the company toward traditional finance integration—evidenced by a 2025 brand refresh and a major Coinbase partnership—Bukov emphasized a commitment to decentralized, permissionless DeFi principles. Bukov's exit coincides with a challenging period for 1inch. Q1 2026 data shows a 60.3% quarterly drop in its daily average trading volume to $97.1 million, underperforming the broader DEX aggregator market decline. Its market share fell from 25.2% to 17.0%, dropping it to fourth place among competitors. Key questions remain regarding Bukov's future role as a major 1inch shareholder, the timeline for Second Tier's product development, and whether 1inch's institutional-focused strategy can reverse its declining trading metrics.

Foresight News1 год тому

1inch Co-founder Anton Bukov Leaves, Launches New Project Second Tier

Foresight News1 год тому

Meituan Leads Investment, New Unicorn in Dexterous Hands Born

Xynova, a full-stack provider of dexterous hand solutions for embodied intelligence, has officially become a unicorn after securing a 500 million yuan Series A+ round led by Meituan. This marks the company's third major funding in 2024, bringing the total raised in four months to approximately 1.5 billion yuan. The investment lineup features a prominent group of industrial and internet giants, including repeat investors like Xiaomi and new backers such as NIO Capital and China Merchants Capital. With total market capitalization of its industrial shareholders exceeding 5 trillion yuan, the backing represents a strategic positioning across the new energy manufacturing, smart logistics, and last-mile delivery sectors. Founded in 2024 by CEO Xia Yuxuan, Xynova focuses on the critical "last centimeter" of robot interaction—the dexterous hand. Moving beyond traditional technical debates, the company adopts a full-stack, self-developed approach, integrating hardware and algorithms. Its flagship product, the Flex 2, is a hybrid tendon-and-direct-drive hand with 23 degrees of freedom, weighing under 400 grams and boasting a key component lifespan of over 1.5 million cycles. The industry narrative is shifting from robot mobility to practical utility, making reliable, mass-producible components crucial. Xynova has established a 5,400-square-meter factory in Hangzhou, with annual capacity expected to reach 10,000 units by year-end. The company believes embodied robots will see large-scale real-world adoption within three years, potentially as soon as 18 months.

marsbit1 год тому

Meituan Leads Investment, New Unicorn in Dexterous Hands Born

marsbit1 год тому

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