Huang Lingbo, partner of Fenbushi Capital: Filecoin’s mining tools have strong industrial attributes

今天上午,Odaily星球日报举办「星际崛起—-IPFS技术与分布式存储生态云峰会」。在“押注分布式存储赛道:投资机遇与布局方向”圆桌讨论环节中,分布式资本合伙人黄凌波发表观点:近期Filecoin过热体现地更多的是它的利益属性和艺术性,与它的长期价值属性不太相称,不过市场也需要散热的过程,从长期价值的角度来看Filecoin,它更像是一个激励层,可以更好地促进IPFS生态的发展。 不过黄凌波认为相比其他项目,Filecoin更有可能出圈、落地,与传统市场相结合,Filecoin如果可以成功出圈,这将成为区块链与传统市场合作的增量逻辑。 最后黄凌波认为Filecoin的矿工具有很强的产业属性,这一点与比特币的矿工有很大不同,很多Filecoin的矿工是对存储有刚需的需求方。 点击“原文链接”,观看直播领取大奖。
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Kalshi Plans to List Perpetual Securities Futures Anchored to U.S. Stocks and ETF Spot
Odaily News: Kalshi has submitted a proposed rule change to the U.S. Securities and Exchange Commission, proposing to add Chapter 14 to its rulebook in order to list perpetual securities futures products with no fixed expiration date. These contracts anchor their prices near the spot price of the underlying U.S. stock or ETF through periodic funding rates between long and short parties, and are planned to be cleared by its clearing platform Kalshi Klear.The underlying assets must meet conditions including deliverable supply exceeding 20 million shares, a market capitalization of at least $100 billion, and an average daily trading volume of at least $450 million over the past 6 months, with most contract units being 100 shares.
Trump's latest financial disclosure shows his accounts purchased Strategy stock twice in July, with the largest single purchase at $100,000
According to a periodic transaction report recently released by the U.S. Office of Government Ethics (OGE), accounts held in U.S. President Trump's name purchased Strategy (MSTR) stock twice, on July 24 and July 27, with transaction amounts of $1,001 to $15,000 and $50,001 to $100,000, respectively. In addition, the accounts sold MSTR worth $1,001 to $15,000 on July 8. Reports note that MSTR's stock price has risen approximately 83% since July 24.The White House previously stated that the relevant stock and bond assets are traded through a discretionary account managed by a third-party institution and are not directly operated by Trump himself; since Trump is the beneficiary of the accounts, the relevant transactions are still disclosed in his name. (Bitcoin Treasuries)
Hyperliquid LIT's largest short is still "holding firm" on its short position, with unrealized losses exceeding $10 million
Odaily News: According to Hyperbot data, as LIT broke through $5.3 to set a new all-time high, the largest LIT short position on Hyperliquid — a 3x leveraged LIT short that has been "holding firm" — has seen its unrealized losses further widen. The position still holds 2.528 million LIT, with unrealized losses reaching $10.118 million.In addition, the whale also holds short positions in AVAX, ETH, SOL, and HYPE, with the overall position value amounting to approximately $14.634 million, and a return on investment of approximately negative 139.6%.
BTC falls below 86,000 USDT, down 0.33% in 24H
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A whale heavily invested in $4.5 million worth of Robinhood Meme and DeFi leaders has liquidated PONS, incurring a loss of approximately $200,000
Odaily News: According to on-chain analyst Aunt Ai's monitoring, a certain whale sold 5.338 million PONS at an average price of $0.6779, worth $3.67 million, driving the PONS price down 4% from $0.6968 to $0.6688. PONS was previously the largest on-chain asset of this address, with an entry price of approximately $0.7154. This sale resulted in a loss of about $200,000.
Former Hack VC partner Hsin-Ju found dead in California at age 37
Odaily News: Crypto industry figure Jordy posted on X platform that former Hack VC partner Hsin-Ju Chuang has been found dead, and expressed condolences. According to a screenshot of a report shared by Jordy, 37-year-old Hsin-Ju Chuang resided in North Las Vegas and was found dead last month near a remote exit off Interstate 15 in the Mojave Desert. Investigators have not yet determined the cause of death.Hsin-Ju previously claimed that she was required to continue working during a medical emergency and was threatened with being blacklisted from the industry if she left before an event was completed. She rejected Hack VC's settlement offer and had planned to publicly release evidence related to her tenure on August 26. Hack VC stated that it has noticed the relevant content, is concerned about Hsin-Ju's health condition, but said that its understanding of the events differs significantly from what Hsin-Ju published, and that it would not publicly discuss details out of privacy considerations.
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