Notes
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🌐 Network: BNB Smart Chain
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#KuCoinAlpha #RTX #ARTX #GUA #COLLECT #AIAV #JOJO #4
今天分享一个 @Solana_zh @solana 上面的永续市场协议
@mooncake_fi
Mooncake 由 RateX @RateX_Dex 创始人 Sean Hu 主导开发
@RateX_Dex项目获得Animoca Brands,GSR,https://t.co/TLFzjhpi6u Capital等顶级机构700万美元融资，已经发币了，代币名称 $RTX
@mooncake_fi作为 RateX V2 版本于2025年10月25日在 Solana 链上正式启动。协议核心使命是为加密市场提供无需许可的代币化永续交易解决方案,特别专注于支持高波动性的 meme 币和长尾资产杠杆交易,填补传统 DeFi 借贷协议无法覆盖的市场空白。
在传统DeFi里，小盘代币因为清算难、坏账高，根本没法加杠杆；但Mooncake不用抵押，价格跌了自动降风险，涨了还能赚复利，也不会给市场增加抛售压力。
Mooncake @mooncake_fi的杠杆代币，能把任意资产的价格波动打包成固定杠杆，靠自动再平衡机制稳稳维持目标杠杆率，全程无清算、无借贷、无抵押。
这些杠杆代币和普通现货一样交易，自带固定杠杆，比如5XSOL代币，涨跌幅度是SOL的5倍。它靠链上的“杠杆池”和“融资池”实现杠杆，价格波动到阈值就自动再平衡，用户只管持有代币，不用盯盘追加保证金，想短期放大收益、抓趋势的话，直接买就行，剩下的全交给协议搞定，操作起来超简单。传统金融早就有这类结构性产品（比如3倍纳斯达克ETF），但Mooncake直接把整套流程搬上链，去掉所有中介，让杠杆交易变得透明又高效。
Mooncake 的模式围绕几个基本设计原则构建：
支持的资产和杠杆：Mooncake 涵盖了领先的 Solana 代币和高 beta meme资产，通常提供 3 倍至 10 倍的杠杆。
杠杆生成：Mooncake 不通过借贷或使用衍生品来实现杠杆，而是通过“杠杆池”和“资金池”之间的内部平衡来实现杠杆，从而保持系统的自给自足和稳定。
链上再平衡：随着价格波动，一旦达到偏差阈值，协议就会自动再平衡仓位——无需人工干预，无需清算，也无需隐藏债务。
铸造和兑换：用户可以随时通过 Mooncake 池直接铸造或兑换代币，费用透明，价格实时更新。
现在项目池子不是很大，所以我主要体验了10倍sol，收益直接放大10倍，如果看好sol，直接买它买它
https://t.co/jpkkLM2rZq
@Solana_zh @solana
미국 프리마켓 특징주, 이슈
• $NVDA +0.30%
: 중국, 빠르면 이번 분기 내 일부 H200 칩 구매 승인 예정
• $JEF -2.75%
: 실적은 호조였으나, 투자자들은 First Brands 익스포저 관련 손실에 주목
• $STZ +2.0%
: 시장 예상 상회 실적 발표
• $APLD +4.6%
: 조정 EPS 및 매출 모두 예상치 상회
• $RTX +4.5% / $LMT +7.9% / $NOC +8.4%
: 트럼프, 국방 예산을 기존 1.0조 달러 → 1.5조 달러로 증액해야 한다고 발언
• $ABBV -1.1%
: 연간 조정 EPS 가이던스 하향
: $RVMD -7.3%, 인수설 부인 영향
• $GOOGL +1.1%
: Cantor Fitzgerald, 투자의견 ‘중립’ → ‘비중확대’ 상향
• $MQ -9.5%
: Mizuho, 투자의견 ‘시장수익률 상회’ → ‘중립’ 하향
• $AA -4.0%
: JPMorgan, 투자의견 ‘중립’ → ‘비중축소’ 하향
• $NKE -1.1%
: Needham, 투자의견 ‘매수’ → ‘보유’ 하향
MTS, @MSX_CN 로 국장, 미장 깔짝깔짝
PENTAGON URGES MISSILE MAKERS TO BOOST OUTPUT
🔸 Pentagon asking suppliers to double or quadruple missile production amid concerns over potential conflict with China.
🔸 Request delivered in high-level meetings with top U.S. defense contractors.
🔸 Public companies involved include $BAESY, $BA, $GE, $GD, $HII, $LHX, $LMT, $NOC, $RTX.
$RTX F/Y GUIDANCE
🔸 Sees ADJ sales $83B to $84B, EST $84.21B
🔸 Sees ADJ EPS $6 to $6.15, EST $6.11
🔸 Sees free cash flow $7B to $7.5B, EST $7.15B
RESULTS: Q1
🔸 ADJ EPS $1.47, EST $1.38
🔸 ADJ sales $20.31B, EST $19.84B
🔸 Sales $20.31B
🔸 Collins Aerospace Systems sales $7.22B, EST $6.95B
🔸 Pratt & Whitney sales $7.37B, EST $6.94B
🔸 Raytheon sales $6.34B, EST $6.52B
🔸 Free cash flow $792M, EST $10.3M
#Upgrades - Oct 03, 2024
$EQT: Citi Upgrades to Buy from Neutral - PT $44 (from $37)
$EVGO: JPMorgan Upgrades to Overweight from Neutral - PT $7
$IVT: BofA Securities Upgrades to Buy from Neutral - PT $33 (from $30)
$RTX: Deutsche Bank Upgrades to Hold from Sell - PT $129 (from $109)
$WWW: BNP Paribas Upgrades to Outperform from Neutral - PT $22