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灰度报告：HYPE代币相对金融科技股仍显廉价

灰度研究认为Hyperliquid（HYPE）代币基于现金流估值仍被低估，假设2027年收益约10亿美元，对应远期市盈率15-18倍。但近期HYPE价格承压，机构解质押和资金流出构成短期逆风。

区块链小猫
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一地址在持仓6个月后将全部3128枚ETH充值至Coinbase，期间浮亏约387万美元
1分钟前
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BlockWeeks 7月29日消息，据Lookonchain报道，一名交易者在约6个月前以约595万美元买入3128枚ETH，期间浮亏约387万美元、跌幅约40%。该地址今日将全部3128枚ETH充值至Coinbase，预计以亏损价格卖出离场。
ETH Price Analysis: What Does the $2K Rejection Mean for Ethereum’s Future?
3分钟前
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BlockWeeks 7月29日讯，Ethereum has paused after its recent recovery, with the price action compressing beneath a key resistance area while still holding above higher lows. The current structure suggests that the market is approaching an inflection point where the next breakout or breakdown could determine the short-term direction.
Ethereum Price Analysis: The Daily Char。
OpenAI and Anthropic Unite on AI Safety Ahead of New US Regulations
3分钟前
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BlockWeeks 7月29日讯，The US AI race is once again making headlines as two of the industry’s biggest rivals, OpenAI and Anthropic, are joining hands for a critical issue in Washington. According to the latest report, both
Marvell invests $250M to expand Bangalore facility for AI development
8分钟前
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BlockWeeks 7月29日讯，Marvell’s strategic expansion in Bangalore underscores its commitment to becoming a key player in the AI data center infrastructure market.
The post Marvell invests $250M to expand Bangalore facility for AI development appeared first on Crypto Briefing.
Tottenham’s £30M bet on Mathys Tel looks sharper after Sydney FC win
8分钟前
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BlockWeeks 7月29日讯，Tottenham’s strategic investment in Mathys Tel could yield significant long-term returns, enhancing their attacking prowess and asset value.
The post Tottenham’s £30M bet on Mathys Tel looks sharper after Sydney FC win appeared first on Crypto Briefing.
NextEra and Brookfield reportedly planning $100B data campus in Kentucky
8分钟前
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BlockWeeks 7月29日讯，The potential $100B data campus in Kentucky could significantly boost digital infrastructure, impacting AI growth and energy resource allocation.
The post NextEra and Brookfield reportedly planning $100B data campus in Kentucky appeared first on Crypto Briefing.
Arsenal abandons pursuit of Vinicius Junior, expects contract renewal at Real Madrid
8分钟前
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BlockWeeks 7月29日讯，Arsenal’s strategic focus on efficient spending over high-profile signings may enhance squad depth and financial stability long-term.
The post Arsenal abandons pursuit of Vinicius Junior, expects contract renewal at Real Madrid appeared first on Crypto Briefing.
The Trump administration seeks exit from Iran conflict amid latest strikes
8分钟前
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BlockWeeks 7月29日讯，The Trump administration’s exit strategy may shift US-Iran dynamics towards negotiation, impacting future diplomatic and economic relations.
The post The Trump administration seeks exit from Iran conflict amid latest strikes appeared first on Crypto Briefing.
韩国政府联合产业界成立 AI 数据中心联盟
12分钟前
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BlockWeeks 7月29日消息，据韩联社报道，韩国政府联合产业界正式成立“AIDC联盟”，计划建设总规模约18.4GW的AI数据中心，并推动其出口产业化，将AI算力输出包装为“智能token（AI推理结果）”对外出口。联盟由政府与民间共同担任联合主席，SK Telecom、Naver Cloud、Samsung SDS、Kakao、KT、LG电子等12家头部企业参与。韩国政府称，美国大型科技公司正关注并预告对韩大规模投资，金融委员会计划将“国民成长基金”扩容至约200万亿韩元，并将其中30%至40%投向AI、半导体及电力基础设施，用于支持大规模AI数据中心建设及相关产业链。
Visa’s Q3 earnings reveal a quiet but serious bet on AI and stablecoins
13分钟前
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BlockWeeks 7月29日讯，Visa’s strategic focus on AI and stablecoins could redefine payment systems, enhancing automation and blockchain integration in financial services.
The post Visa’s Q3 earnings reveal a quiet but serious bet on AI and stablecoins appeared first on Crypto Briefing.

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灰度报告：HYPE代币相对金融科技股仍显廉价