Notes
We're welcoming the first Sonic token that made it to our Hot Picks list! Is this a sign of things to come for @sonic_labs? Check out the full Hot Picks list in our app:
Today's Hot Picks:
🔹 $OIL @Petroleum_Defi :
🔹 $bread :
#SONIC
1：10左右，玩 @Petroleum_Defi ，没有想明白第一波应该直接买 $oil ，所以只买了一点，3X 大概1.8左右跑了，游戏就玩着看一下，反正没成本了
4：00，因为derp的白mint了 @GOGLZ_SONIC ，大部分卖了，留了一个，如果卖飞就卖飞吧
6：30，在和朋友讨论 @magpieprotocol
MORNING BID
🔸 $CVGW: Q4 EPS 5c vs. -2c last year; revenue up 19.5% to $170M vs. $161.93M est.; adj EBITDA $6.7M.
🔸 $GM: Multi-year deal with Vianode for synthetic graphite for EV batteries.
🔸 $TSLA: SEC sues Elon Musk for late disclosure of Twitter stake in 2022.
🔸 $VAL, $RIG, $NE, $HP, $SLB, $NOV: Downgraded to In Line from Outperform by Evercore/ISI.
🔸 $Oil Market: IEA reports 2025 oil surplus at 725k b/d, down from 950k b/d.
🔸 $Aluminum: Prices up slightly; EU eyes import limits from Russia, China's growth slows.
🔸 $PKE: Q3 EPS $0.08, sales $14.4M.
🔸 $BK: Q4 adj EPS $1.72 vs. $1.56 est.; AUM $2T; fee revenue +9% to $3.51B; net interest +8% to $1.19B; AUC/A $52.1T, up 9%.
🔸 $BHLB: Files for offering of up to 3.45M shares.
🔸 $BLK: Q4 adj EPS $11.93 vs. $11.22 est.; revenue +23% to $5.68B; AUM record $11.55T; operating margin 45.5%; $281B inflows Q4.
🔸 $DFS: Charge-off rate 2.55%, delinquency rate 1.76% at Dec 2024.
🔸 $JPM: Q4 EPS $4.81 vs. $4.04 est.; revenue $42.8B; charge-offs 1.63%, delinquencies 0.84%; FICC trading $5.01B vs. $4.37B est.; credit loss $2.63B; ROE 17%, ROTCE 21%; $486B inflows 2024.
🔸 $WFC: Q4 EPS $1.43 vs. $1.35 est.; net interest $11.84B; revenue $20.38B; commercial banking $3.17B, investment banking $4.61B, wealth management $3.96B.
🔸 $KROS: Paused dosing in TROPOS trial for pulmonary hypertension due to pericardial effusion concerns in safety review.
🔸 $VCEL: Lowers FY24 revenue forecast to $237M-$237.5M from $238M-$242M; raises gross margin to 72.5%; maintains EBITDA margin at 22%; Q4 revenue expected at $75.2M-$75.7M, under consensus.
🔸 $APLD: Q2 adj EPS ($0.06) vs. ($0.15) est.; EBITDA $21.4M vs. $19.68M est.; revenue $63.9M; cloud services +523% to $27.7M.
🔸 $PI: Maintains Q4 revenue and EBITDA guidance; expects EBITDA $13.6M-$15.1M, revenue $91M-$94M.
🔸 $LRCX: Downgraded to Peer Perform from Outperform by Wolfe Research.
🔸 $LASR: Q4 revenue forecast $46M-$48M, below $52M est.; lower than expected margins and EBITDA.
🔸 $MGNI: Expands partnership with Samsung Ads for programmatic ads in Southeast Asia.
🔸 $S: Downgraded to Neutral from Buy by UBS.
🔸 U.S. Policy: New regulations planned to limit chip exports to China from TSMC, Samsung, and others.
以lingo @Lingocoins为例解构rwa的核心投资逻辑
在引用推文中，我提出了 $oil 代币的构想。
虽然这是一个玩笑话，实际很多项目在构思的时候的思维导图都是按照玩笑中来的，无非是实施路径的不同。
文章是昨晚写的，今天早上整理的时候，看已经翻倍了。
配图很直观的体现 $lingo 在做的事。
本文主要论述：
1. rwa赛道的核心逻辑。（ $OM $ondo ）
2. Lingo的商业逻辑。
3. Lingo的估值参考。
阿拉伯题材meme
因为这个题材下币很少就顺手都买了
$ARAB 阿拉伯Pepe 0xa2a6c5ba49b282c253a35b77522aabb19ce4a0ee
صباح الفرو 阿拉伯草莓大象TK爆红 0x930c7ce75cc0cd33ebd091d0a73df52202ac8dcd
صباح الفرولة 阿拉伯草莓大象TK爆红
0x5d9c20f9836434e7d242fba88d8227cbf66b1bb
$OIL 石油美元
合约开头是0X1895。
1895年第一滴石油的产出，黑金诞生，由此开启了全球130年的石油能源时代。
同年美国布朗因为对用和平方式废除奴隶制感到失望而起义。
布朗说：我，约翰·布朗，现在坚信只有用鲜血才能清洗这个国土上的罪恶。
又由布朗起义又引发了美国南北战争。
目前已被CTO一段时间，看了一下社区还活着，看起来像菜鸟。
0x1859ef5c77f2a27b8440d2d0083fe89d0f04a7fa
#arab #eth #musk #trump #meme #pepe #OIL
$OIL Art Community Aims to TRIPLE its Market Cap!
A massive 80% token burn and a bullish chart reversal suggest significant growth potential!
The team and community are determined to triple the market cap before the year ends.
And whispers of an upcoming platform launch with token integration are adding excitement.
This is a rare chance to invest in the intersection of art and crypto — a venture that's definitely worth exploring at a suitable allocation! 💎
🔑 C.A: 0xc48301738786779138195863d8086d8207081b27
📈 Chart: https://t.co/zhNpIEjqKd
.@OILArbitrum, not just a token, but a real art in your investment portfolio, is coming to #MEXCKickstarter 🚀
🗳Vote with $MX to share massive airdrops
📈 $OIL/USDT Trading: 2024-07-27 12:00 (UTC)
Details:
