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长时间有资金静默行动,市场分歧或在酝酿更加激烈的后续变化?
[Tom Lee: Market Concerns Over AI Capital Expenditure Are a Bullish Signal] According to BeInCrypto, Tom Lee stated that market concerns about reduced AI capital expenditure indicate that the AI trend has not yet peaked. He compared the current situation to the late 1990s when investors questioned internet stocks like Cisco. Steve Eisman warned that if hyperscale cloud providers cut AI spending, the market could face downside risks, adding that everything hinges on Nvidia. Tom Lee believes the likelihood of hyperscale providers reducing AI expenditure is low and expects the Federal Reserve to lean toward shrinking its balance sheet rather than raising interest rates to regulate the economy.
The Hyperliquid trading page shows that CXMT's hourly funding rate is -0.5204%, corresponding to an annualized rate of -4546.61%.
[Solido Money Hacked, 293.7 Million SUPRA Stolen] According to on-chain analyst PeckShield's monitoring, the Solido Money protocol suffered a vulnerability attack, resulting in the theft of approximately 293.7 million SUPRA. Among them, about 220 million SUPRA have been transferred to a suspected deposit address of the Gate exchange. According to Solido Money's official report, around 90% of the stolen funds were held by the foundation.
According to TechCrunch, nuclear startup Antares Nuclear has completed a $470 million Series C funding round, led by Paradigm and Caffeine Capital, with participation from Industrious Ventures, Point72 Ventures, and Shine Capital. The funding includes $370 million in equity and $100 million in debt. Antares Nuclear is developing small modular reactors with power ranging from 100 kW to 1 MW. The company is one of the three nominees for the US Department of Defense's advanced nuclear power plant project, with plans to launch the first power generation reactor next year and deploy it to US military bases in 2028.
BBX News: Yesterday, global listed companies released extremely heavy strategic actions in the expansion of their encrypted treasury and the battle for underlying technology property rights. Abandoning short-term capital speculation, listed entities are completing the ultimate certification of the Web3 era by investing heavily in spot goods and acquiring patents from traditional technology giants ——Breaking through the Treasury Barrier: Strike (NASDAQ: $ASST) achieved a strategic reserve milestone of 20000 BTC, holding 154 million fiat currency liquidity, demonstrating strong defensive resilience in building positions. ——Intellectual Property Monopoly: Circle (NYSE: $CRCL) acquires nearly a thousand core patents from IBM, becoming the entity with the highest number of blockchain patents in the United States and strengthening the USDC infrastructure barrier. ——Interest generating Treasury: Bitmine Immersion Technologies (NYSE: $BMNR) has locked in 4.8% of the entire network's ETH supply, achieving asset self proliferation with $254 million in annualized pledge income. ——Dual core strategy promotion: The9 (NASDAQ: $NCTY) anchors 1686 BTC positions and collaborates to promote the cross-border transformation of AI computing power and platform business. The market presents a clear dual evolutionary trend of "top tier treasury accelerating into the 20000 dollar holding club" and "compliant stablecoin giants using traditional technology giants' intellectual property to establish absolute technological barriers". Source: bbx.com