
每週更新,幣研團隊從市場回顧、鏈上數據增長、融資趨勢角度切入帶你了解 DeFi 領域被低估的協議以及潛在 alpha!
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| Issues | 275 | Founded | 4 years ago | Last Issue | 3 days ago |
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與近 3,000 位 Degens 一同訂閱 DeFi 週報!!挖掘鏈上機會、alpha 不錯過
Nebius 單日暴漲 34%,每 MW 算力租金上看 4,000 萬美元
Nebius(NBIS)單日暴漲 34%,Q2 營收 5.82 億美元、年增 454%,AI Cloud ARR 達 30 億美元。真正的驚喜來自 4 筆均值 10 億美元的大單,短期算力租賃價上看每 MW 4,000 萬美元,且約 70% 新約含預付款,可覆蓋...
與近 3000 位 Degens 一同訂閱 DeFi 週報!!挖掘鏈上挖礦機會、alpha 不錯過
BTC ETF 連五日吸金 8.5 億,PUMP 單月狂漲 91%
幣圈回暖,BTC 突破 65K,現貨 ETF 連五日淨流入 8.53 億美元,創 4/17 當週以來新高;上週五非農疲軟形成宏觀利好,恐慌指數回到中性 40。Coinbase 溢價指數已連 77 天為負,顯示機構默默買入、散戶尚未進場。
$PUMP 單月狂漲 91%,靠...
與近 3000 位 Degens 一同訂閱 DeFi 週報!!挖掘鏈上挖礦機會、alpha 不錯過
牛熊指標衝上極端過熱,資金總量與市場廣度卻同步轉弱
BofA 牛熊指標升抵 2020 年 12 月以來的極端過熱區間,但成分中的全球股市廣度仍停在歷史中位,代表漲勢是靠少數資金集中撐盤、脆弱度正在攀升;同期美國借貸利率受 AI 企業與美國政府拉抬,創 2007 年 6 月以來新高,高盛頂尖衍生品交易員更警告資金總量已在下滑,若廣度續降而指...
與近 3,000 位 Degens 一同訂閱 DeFi 週報!!挖掘鏈上機會、alpha 不錯過
韓股恐慌強平潮湧現,摩根大通研判去槓桿近尾聲
韓股自 6/22 高點崩跌,KOSPI 累跌 39.6%、SK 海力士(SK Hynix)重挫 55%。摩根大通指槓桿 ETF 平倉已結束、對沖基金部位調整完成約九成,KOSPI 前瞻本益比(Forward P/E)僅約 5 倍,估值轉趨吸引;但 7/29 指數大跌並伴隨散戶資金外流,7/2...
與近 3000 位 Degens 一同訂閱 DeFi 週報!!挖掘鏈上挖礦機會、alpha 不錯過
NVIDIA 砸 2,500 億助 OpenAI 租下史上最大資料中心,Anthropic 轉向多供應商加購 AMD
NVIDIA 擬砸 2,500 億美元助 OpenAI 承租 SoftBank 俄亥俄州 10GW 資料中心,成本上看 5,000 億美元、為史上最大。
算力競賽兩樣情:OpenAI 重規模與控制權,2030 年支出目標...
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The writers behind this newsletter.
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degen @cryptowesearch
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