As AI spending concerns grow, here’s the bet to make ahead of critical stress test, says veteran Jefferies strategist
Pick and shovel stocks benefit from hyperscaler capex upfront, while those spending the money must wait years to find out if there will be a return on their…
Phantom, Hyperliquid ask CFTC to modernize rules for onchain derivatives
The companies urged the regulator to exempt blockchain developers and noncustodial wallet providers from rules designed for traditional financial…
Hyperliquid shows how onchain perps could challenge Wall Street: Pantera
Perpetual futures and Hyperliquid’s blockchain infrastructure are expanding into traditional asset classes with aroundtheclock trading, according to Pantera…
创始人回归，一家高增长公司进入新阶段
六月末的苏黎世，利马特河从 On Labs 楼后流过。昂跑（On）三位创始人之一 Olivier Bernhard 站在一群跑步与商业记者面前，先说了一句略带歉意的开场白：“这里不是那种光鲜亮丽的展示空间。”…
AI infrastructure stocks have overtaken the tech hyperscalers in a shift UBS calls ‘extraordinary’
A research team at UBS sees value creation in the artificial intelligence infrastructure sector soaring 600% in the space of four years, compared with just…
Overlooked bottlenecks and hyperscalers forced to keep spending will keep the chip-stock rally alive, says Nomura team
Nomura analysts offer a deep dive into the semiconductor industry — and some bottlenecks that the market hasn’t even woken up to. Source：MarketWatch
Phantom doubles down on perpetual futures with hire of Hyperliquid market builders
The crypto wallet is doubling down on perpetual futures after hiring the builders behind one of Hyperliquid's highestprofile market experiments. Source：CoinDesk
Singapore's Hyperliquid warning, Indonesia's FinFluencer licence: Asia Express
Hyperliquid follows Bybit onto Singapore's "naughty" list, Indonesia's new scheme to certify social media influencers promoting crypto: Asia Express.…
Hyperliquid added to Singapore's Investor Alert List
Singapore’s financial regulator added Hyperliquid to its Investor Alert List, as a reminder that the decentralized exchange was not licensed in the region.…
Quant fund says bitcoin is near a major inflection point as rare onchain signals align
Hyperion Decimus' Chris Sullivan said four historically reliable indicators have aligned, leaving bitcoin one move away from confirming a major turning point.…
SpaceX is a bad buy — why OpenAI and Anthropic will be too
Overhyped IPOs are usually terrible bets. That doesn’t mean the bull market is over. Source：MarketWatch
HYPE down 22% from record highs: Will spot demand revive the uptrend?
HYPE price drops near a key support zone where fading selling pressure collides with shrinking futures market activity. Will the altcoin resume its uptrend…