星球午讯

1. Duan Yongping responds to Pop Mart position changes: never directly sold, believes current price is not expensive in the long term;

2. Norway's sovereign wealth fund discloses BitMine holdings for the first time, with a stake valued at approximately $81.9 million;

3. Missing out on approximately $1.2 million in potential profits, a storage whale closed out long positions in SKHX and SNDK before opening a 10x short on SNDK;

4. Sources: Goldman Sachs is in talks with potential investors regarding participation in Nvidia's $500 billion artificial intelligence financing plan;

5. BIT: Strategy's continued selling of Bitcoin brings some selling pressure, but does not change the bottom-line assessment for Bitcoin;

6. With peak unrealized profits exceeding $15.31 million, a long-term Bitcoin holder deposited 158.7 BTC into Coinbase after three years of holding;

7. Attacker has issued approximately 3.01 trillion ONE tokens in total; Harmony Protocol confirms the first round of 4 billion tokens and is preparing for a rollback;

8. Former SEC staff: Even if the CLARITY Act passes, the SEC and CFTC will still need at least several months to formulate implementation rules.

最热快讯
Founders Fund and Other US VCs Recently Visited China to Scout AI Companies
Odaily: Some US VCs are still making trips to China to meet with tech founders. Last month, three partners from Peter Thiel's Founders Fund — Sean Liu, John Luttig, and Joey Krug — visited tech companies in Beijing, Shanghai, and Shenzhen. It is understood that the rising technological influence of Chinese AI startups, particularly DeepSeek, is prompting some US investors to refocus on the Chinese tech market. (The Information)
The New York Stock Exchange and Blockchain.com are reportedly exploring the launch of tokenized versions of US stocks
Odaily News: According to market sources, the New York Stock Exchange (NYSE) and Blockchain.com are exploring the launch of crypto versions of US-listed stocks, i.e., providing tokenized stock trading in blockchain form.
MoonPay Acquires North Capital for Over $60 Million to Enter Tokenized Securities
Odaily News: MoonPay has announced the acquisition of North Capital Investment Technology, a Utah-based brokerage services firm that provides custody, secondary market trading, and tokenization services for assets including debt and equity. MoonPay did not disclose the transaction amount, but people familiar with the matter revealed that the deal was an all-stock transaction valued at over $60 million. North Capital holds multiple U.S. Securities and Exchange Commission (SEC)-related licenses, including those for broker-dealers, alternative trading systems (ATS), transfer agents, and investment advisors. MoonPay plans to leverage these to expand into businesses such as tokenized stocks. (Fortune)
Powerlaw considers strategic sale of part of SpaceX shares
Odaily News: According to market sources, Powerlaw is considering a strategic sale of part of its SpaceX shares to raise funds for dividend distributions, tax allocations, and new private market investments.
Fed officials' hawkish remarks reinforce tightening expectations, gold price pulls back
Odaily News: Gold prices drifted lower within a rangebound trading pattern, as a stronger dollar and hawkish remarks from Federal Reserve officials further reinforced market expectations of monetary policy tightening. The dollar rose to a two-month high, making dollar-denominated gold more expensive for investors holding other currencies.Ole Hansen, Head of Commodity Strategy at Saxo Bank, said: "Gold continues to trade within the established narrow range of $4,300 to $4,400. Fed officials' remarks and their impact on U.S. interest rates, bond yields, and the dollar, along with oil price movements, are collectively providing the main directional cues for short-term traders." Richmond Fed President Barkin said on Tuesday that interest rate hikes and the threat of further increases could dampen businesses' inflation expectations and cool price increases without actually weighing on economic activity.
Analysis: U.S. Corporate Earnings Expectations End 23-Week Streak of Upgrades as Inflation and Rate Risks Intensify
Odaily News: As market concerns grow that rising inflation and interest rates will erode corporate profits, stock analysts have turned net bearish on the U.S. corporate earnings outlook for the first time in months. A Citigroup index shows that the number of analysts cutting earnings estimates has exceeded the number raising them for the first time in 23 weeks, ending the longest streak of earnings upgrade revisions since September 2021. Morgan Stanley strategist Michael Wilson warned earlier this week that if stock valuations continue their recent downward trend while further increases in energy prices prompt tighter monetary policy, the S&P 500 could face a decline of as much as 7%.
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