Notes
Earnings Summary & Key Updates
🔸 Monster Beverage ( $MNST) Q4 EPS: $0.38 (vs. est. $0.40); Revenue up 4.7% YoY to $1.81B (vs. est. $1.8B). Gross profit margin improved to 55.5% (Non-GAAP). Operating income up 7.9% to $517.9M (Non-GAAP).
🔸 Tesla ( $TSLA) applied for a permit in California linked to chauffeur services, a step toward regulatory approval for its planned robotaxi service.
🔸 Array Technologies ( $ARRY) – Q4 adj. EPS: $0.16 (vs. est. $0.17), adj. EBITDA: $45.2M (vs. est. $47.6M), revenue: $275.2M (vs. est. $268.5M), gross margin: 28.5%. Q1 revenue guidance: $260M-$270M (vs. est. $292.17M), FY revenue: $1.05B-$1.15B (vs. est. $1.127B).
🔸 Bloom Energy ( $BE) – Q4 adj. EPS: $0.43 (vs. est. $0.30), revenue: $572.4M (vs. est. $508.28M), gross margin: 38.3%, op. margin: 18.3%. FY revenue guidance: $1.65B-$1.85B (vs. est. $1.671B), adj. op. income: $135M-$165M (vs. est. $126.44M).
🔸 EOG Resources ( $EOG) – Q4 adj. EPS: $2.74 (vs. est. $2.57), revenue: $5.59B (vs. est. $5.95B). Oil & gas volumes and costs outperformed guidance. Announced $6.2B 2025 capital plan to grow oil production 3% and total production 6%. Entered a strategic agreement with Bapco Energies in Bahrain.
🔸 Sunrun ( $RUN) – Q4 revenue: $518.5M (vs. est. $537.9M). Installed 392 MWh of storage, up 78% YoY, exceeding guidance. Storage attachment rate: 62%. Q1 cash generation expected at $40M-$50M.
🔸 Talen Energy ( $TLN) – FY adj. EBITDA: $770M, adj. free cash flow: $283M, exceeding 2024 guidance midpoints. Reaffirmed 2025 guidance; 2026 outlook unchanged.
🔸 Tidewater ( $TDW) – Q4 revenue: $345.1M (vs. est. $340.1M), adj. EBITDA: $138.4M (in line with estimates). FY revenue guidance: $1.32B-$1.38B (vs. est. $1.44B), gross margin: 48%-50% (vs. est. 50.1%).
🔸 CubeSmart ( $CUBE) – Q4 AFFO/share: $0.68 (in line), adj. EPS: $0.45 (vs. est. $0.46), revenue: $231.4M (vs. est. $266.4M). FY AFFO/share guidance: $2.50-$2.59 (vs. est. $2.68), EPS: $1.40-$1.49 (vs. est. $1.76).
🔸 Green Dot ( $GDOT) – Q4 EPS: $0.40 (vs. est. $0.35), revenue: $455M (vs. est. $421.9M). FY25 EPS guidance: $1.05-$1.20 (vs. est. $1.50), adj. EBITDA: $145M-$155M. Expects embedded finance and money movement to drive 2025 growth.
🔸 Redfin ( $RDFN) – Q4 EPS loss: (-$0.29) (vs. est. -$0.23), revenue up 12% YoY to $244.3M (vs. est. $242.5M). Q1 revenue guidance: $214M-$225M (vs. est. $242.8M), Q1 net loss expected at ($94M-$83M). Q4 adj. EBITDA: $2.9M.
🔸 Rocket Companies ( $RKT) – Q4 adj. EPS: $0.04 (vs. est. $0.03), total revenue: $1.76B, adj. revenue: $1.2B (high end of guidance). Q1 revenue guidance: $1.17B-$1.325B.
🔸 Acadia Healthcare ( $ACHC) – Q4 adj. EPS: $0.64 (vs. est. $0.71), adj. EBITDA: $153.1M (vs. est. $171.4M), revenue: $774.2M (vs. est. $779M). FY revenue guidance: $3.3B-$3.4B (vs. est. $3.441B), adj. EBITDA: $675M-$725M (vs. est. $747.9M), adj. EPS: $2.50-$2.80 (vs. est. $3.35).
🔸 Iovance Biotherapeutics ( $IOVA) – Q4 EPS loss: (-$0.26) (vs. est. -$0.27), revenue: $73.7M (vs. est. $72.2M). Reaffirms FY25 total product revenue guidance of $450M-$475M. Amtagvi total revenue: $73.7M in Q4, $164.1M in FY24.
🔸 Natera ( $NTRA) – Q4 EPS: (-$0.41) (vs. est. -$0.42), revenue: $476.1M (vs. est. $428.6M). FY revenue guidance: $1.87B-$1.95B (vs. est. $1.819B), gross margin: 60%-64%.
🔸 Pacira BioSciences ( $PCRX) – Q4 EPS: $0.96 (vs. est. $0.83), revenue: $187.3M (vs. est. $185.4M). FY25 revenue guidance: $725M-$765M (vs. est. $747.6M), gross margin: 76%-78%, R&D expense: $90M-$105M, SG&A expense: $290M-$320M.
🔸 Progyny ( $PGNY) – Q4 adj. EPS: $0.42 (vs. est. $0.10), adj. EBITDA: $47.5M (vs. est. $41.8M), revenue: $298.4M (vs. est. $276.7M). Q1 revenue guidance: $300M-$318M (vs. est. $280.3M), FY revenue: $1.175B-$1.225B (vs. est. $1.159B), adj. EPS: $1.52-$1.62 (vs. est. $0.60).
🔸 RadNet ( $RDNT) – Q4 adj. EPS: $0.22 (vs. est. $0.20), adj. EBITDA: $75M (vs. est. $74.8M), revenue: $477.1M (vs. est. $461.8M). FY revenue guidance: $1.825B-$1.875B (vs. est. $1.979B), adj. EBITDA: $265M-$273M (vs. est. $309.3M), FCF: $70M-$80M.
🔸 Solventum ( $SOLV) – Q4 adj. EPS: $1.41 (vs. est. $1.32), revenue: $2.07B (vs. est. $2.05B). FY adj. EPS guidance: $5.45-$5.65 (vs. est. $5.49).
🔸 TransMedics Group ( $TMDX) – Q4 EPS: $0.19 (vs. est. $0.16), revenue: $121.6M (vs. est. $110.3M), gross margin: 59%. FY revenue guidance: $530M-$552M (vs. est. $528.6M).
🔸 Boeing ( $BA) & Safran – Assessing impact of a fire at Pennsylvania's SPS Technologies factory, seeking alternative suppliers. GE Aerospace (GE) taking steps to minimize disruption.
🔸 Archer Aviation ( $ACHR) – Q4 adj. EBITDA: -$94.8M, operating expenses up 16% YoY to $124.2M, net loss: -$198.1M (+82% YoY). Q1 adj. EBITDA loss guidance: -$95M to -$110M.
🔸 MasTec ( $MTZ) – Q4 EPS: $1.44 (vs. est. $1.26), revenue: $3.4B (+3.8% YoY, vs. est. $3.32B). Q1 EPS guidance: $0.34 (vs. est. $0.39). 2025 outlook: revenue $13.45B (+9% YoY), GAAP net income: $327M-$366M, adj. EBITDA: $1.10B-$1.15B.
🔸 Mosaic ( $MOS) – Q4 adj. EPS: $0.45 (vs. est. $0.57), revenue: $2.8B (vs. est. $2.92B). Missed estimates due to lower potash prices and sales. Q4 potash sales volume: 2.2M tonnes (-15% YoY), avg. price: $199/tonne (-18%). Potash revenue: $600M (-25%), adj. core profit: $95M (-24%).
🔸 Rocket Lab USA ( $RKLB) – Q4 adj. EBITDA: -$23.2M (vs. est. -$29.1M), revenue: $84M (vs. est. $130.6M). Q1 revenue guidance: $117M-$123M (vs. est. $135.7M), adj. gross margin: 30%-32%, adj. EBITDA: -$35M.
🔸 Autodesk ( $ADSK) – Q4 adj. EPS: $2.29 (vs. est. $2.14), revenue: $1.6B (vs. est. $1.632B), adj. EBIT margin: 37%. Q1 guidance: revenue $1.6B-$1.61B (vs. est. $1.598B), EPS $2.14-$2.17 (vs. est. $2.08). FY guidance: revenue $6.895B-$6.965B, adj. op margin 36%-37%, EPS $9.34-$9.67 (vs. est. $9.24).
🔸 Dell ( $DELL) – Q4 adj. EPS: $2.68 (vs. est. $2.52), revenue: $23.9B (vs. est. $24.57B). Q1 guidance: EPS $1.65 (vs. est. $1.83), revenue $22.5B-$23.5B (vs. est. $23.72B). FY26 midpoint in line with consensus. Announced $10B stock buyback and 18% dividend increase to $2.10.
🔸 DoubleVerify ( $DV) – Q4 adj. EBITDA: $73.8M (vs. est. $76.48M), revenue: $190.6M (vs. est. $196.9M). Q1 guidance: revenue $151M-$155M (vs. est. $157.5M). FY revenue expected to grow ~10% (vs. est. 12.59%).
🔸 Duolingo ( $DUOL) – Q4 EPS: $0.28 (vs. est. $0.48), revenue: $209.6M (vs. est. $205.4M), paid subs: 9.5M, DAU: 40.5M, MAU: 116.7M. Q1 guidance: revenue $220.5M-$223.5M (vs. est. $221.07M). FY guidance: revenue $962.5M-$978.5M (vs. est. $965.88M).
🔸 Elastic ( $ESTC) – Shares surged on strong Q3 results: adj. EPS $0.63 (vs. est. $0.47), adj. op income $64M (vs. est. $55.4M), revenue $382.5M (vs. est. $368.7M). Q4 guidance: revenue $379M-$381M (vs. est. $374.2M), adj. op margin ~13.5%, adj. EPS $0.36-$0.37 (vs. est. $0.31).
🔸 HP ( $HPQ) – Q1 adj. EPS: $0.74 (in line), revenue: $13.5B (vs. est. $13.36B). Growth driven by strong personal systems segment: revenue up 5% to $9.2B, commercial PC revenue up 10%. Q2 guidance: EPS $0.75-$0.85 (vs. est. $0.86). FY EPS: $3.45-$3.75 (vs. est. $3.59).
🔸 iHeartMedia ( $IHRT) – Q4 adj. EBITDA: $246M (vs. est. $291.3M), revenue: $1.118B (vs. est. $1.166B). Q1 guidance: adj. EBITDA $100M-$110M (vs. est. $120.25M).
🔸 NetApp ( $NTAP) – Q3 EPS: $1.91 (in line), revenue: $1.64B (vs. est. $1.7B). Q4 guidance below midpoint. FY25 guidance: EPS $7.17-$7.27 (vs. est. $7.33), revenue $6.49B-$6.64B (vs. est. $6.67B).
🔸 SoundHound AI ( $SOUN) – Q4 adj. EPS: -$0.05 (vs. est. -$0.10), revenue: $34.5M (vs. est. $33.69M). FY guidance: revenue $157M-$177M (vs. est. $165.26M).
$APLT: Baird's target price adjustment: $14 to $5.
RBC's target price change: $12 to $4, rating shift from outperform to sector perform.
$ADSK: Citigroup's slight target price increase: $358 to $361.
$BFb: Barclays' target price reduction: $53 to $49.
$CF: Berenberg's target price elevation: $69 to $74.
$CRWD: Citigroup's significant target price hike: $300 to $400.
$DSGX: RBC's target price upgrade: $115 to $133.
$DOMO: TD Cowen's minor target price lift: $9 to $10.
$EQIX: Truist Securities' substantial target price increase: $935 to $1,090.
$GNL: Truist Securities' target price reduction: $8.50 to $8.
$SJM: Citigroup's target price rise: $134 to $137.
Barclays' target price elevation: $121 to $126.
$PASG: Wedbush's initiation of coverage with outperform rating, target price set at $4 from a previous $3.
$PEB: Stifel's target price adjustment: $15 to $16.25.
$PFE: Berenberg's target price uptick: $27 to $29.
$PLL: BMO's target price increase: $9.50 to $14.
$PLYM: Truist Securities' price target cut: $27 to $22.
$RDNT: Truist Securities' target price boost: $80 to $94.
$SW: JP Morgan's target price adjustment: $65 to $69.
$SBEV: H.C. Wainwright's target price decrease: $1 to $0.50.
$TXNM: Barclays' target price elevation: $46 to $52.
$ULTA: Citigroup's target price increase: $345 to $390.
$URBN: Citigroup's rating upgrade to buy from neutral, target price rise from $42 to $59.
$VYGR: Wedbush's initiation of coverage with outperform rating, target price set at $11 from $7.
$WMG: Citigroup's target price adjustment: $31 to $34.
RECAP
• $AMZN: Developing smart glasses for delivery drivers to aid navigation.
• $ARMK: Q4 EPS $0.54 vs. $0.53 est., new $500M buyback, dividend up 11%, FY25 guidance increased.
• $BLMN: Downgraded to Market Perform by Raymond James.
• $BKNG: Announces organizational changes and layoffs.
• $TSLA: Shares up 7% premarket, reached $1T market cap post-Trump win.
• $ENPH: Cutting 17% of workforce, expects $17-20M in restructuring costs.
• $NOV: Downgraded to Neutral by Citigroup, target price cut to $18.
• $SMR: Filed for up to $200M share offering.
• $Russia: Potential merger of major oil companies into one entity.
• $FTX: Sued Binance & Zhao for $1.8B, also suing Scaramucci.
• $GEHC & $RDNT: Collaborating on AI in imaging.
• $INSP: $75M share repurchase program.
• $TEVA: Seeking to reverse patent decision.
• $TSM: Ordered to stop exporting advanced AI chips to China.
• $SPNS: Reduced FY24 revenue forecast, Q3 underperformed.
• $SONY: Q2 profit up 69%, game biz profits doubled, PS5 sales at 3.8M.
• $PINS: Upgraded to Outperform by Wedbush.
加密早报 * 每日不能错过的重要信息 * 2024年10月76日
1.昨晚美股道指收涨0.79%、标普500指数涨0.47%,纳指涨0.28%。大选之前只要美股不出幺蛾子,加密就不会向下有太大幅度的调整。
2.消息人士称,美国官员预计以色列将在11月5日之前对伊朗本月的袭击进行报复。这种打击报复早就被市场消化了,小规模的冲突预估不会影响加密市场。
https://t.co/xQP2nVvKZU大选民调:特朗普在全美以50%对48%领先哈里斯;Polymarket上特朗普当选总统概率最高升至60.1%(目前是58:41),创历史新高;
PS:当前市场没有创新驱动的前提下,当前希望只能放在大选上,所以特朗普获胜会短期带来实质性利好,当然长期还要看加密自身的发展。
4.加密宏观数据:a16z crypto报告:全球加密货币持有者数量约6.17亿,加密货币活跃地址数和使用率创历史新高;Tether:2024年Q3新增用户数创历史新高,达3625万;
5.昨日美国比特币 ETF 净流入 4.587 亿美元。其中 IBIT 净流入 3.9 亿美元,FBTC 净流入 1481 万美元,BITB 净流入 1293 万美元。
PS:ETF持续持续流入,证明了场外资金看好后市发展。
6.项目快讯:
TON区块链与Axelar合作,以推动互操作性;
Paxos 宣布将与 Stellar 网络集成;
Meme项目Cheems宣布销毁全部官方LP代币,总价值超360万美元;
RWA 协议 Ondo 收益稳定币 USDY 在 Solana 上 TVL 突破 1 亿美元;
7.比特币历史数据,10月份整体表现都比较乐观,其中: 2013-2023年 10月中至月底 历史上9次都是正收益,仅有2次是负收益; 2013-2023年 10月中至年底 历史上6次是正收益,5次是负收益; 2013-2023年 比特币减半后的两年(2016、2020)的回报率分别为 +45.74% 和 +153.55%。这也恰逢美国大选年。
https://t.co/V8oFX4hTLb
8.@RDNTCapital $RDNT 遭遇网络攻击,损失超过 5000 万美元;目前 Arb 和 BSC 上的合约被黑客控制,请尽快取消对以下合约的所有授权。工具可以使用 https://t.co/gVVyWrTOZO ,Rabby,OKX web3 钱包,都提供类似功能。
9.Fuel主网上线,之前存过资金的需要迁移主网
https://t.co/WiecZkwdEH
第二轮积分也开启,后续会更新积分任务。
详情:https://t.co/yv3YFClPfs
10.融资3000万美元的 @Humanityprot 现在每天领一次 1w $RWT 奖励;
签到:https://t.co/4LrCg9LxjX
领水:https://t.co/gOxPfPwY4p
11.OKX 大号 @okx 发布科普文章,介绍闪电网络如何解决比特币的速度和规模问题。
https://t.co/erTs7DTAIl
12.OKX 将于 2024 年 10 月 24 日 16:00-16:30(UTC+8)下线多个项目的USDT和USDC交易对,涉及的具体交易对如下所示:$BLOCK、 $UTK 、 $AST、 $SI 、 $WXT 、 $WIF 。
13. @BinanceLabs 官宣投资了 @Lombard_Finance ,Lombard 是 LBTC 的开发商和分销商,LBTC 是一种安全第一的比特币流动质押代币,允许个人持有者和大型机构在利用其 DeFi 资产的同时赚取比特币收益。
14.@bitsmiley_labs bitDisc Black Stakers 的快照已拍摄;
空投查询:https://t.co/SryvBlBRN5
15.比特币链上 GAS 仿佛重回牛市!早晨在卷 10 万张 OMB 狗符文 POOKA•CANNOT•BE•STOPPED ,顶着300+的gas 打完初始市值 200+ 万美元左右。
【行情分析】 比特币高位需要蓄力调整一下,然后重新会发起总攻,山寨没涨是因为比特币还没能给市场强有力的信心,所以现在还是链上meme为主,不过meme的行情不会长时间持续,周期和资金一定是轮动的,建议大家多关注cex的山寨走势。
比特币4小时级别,前期的阻力66000附近,现在变成强有力的支撑了,如果短期需要回撤,那么下方66000就是最好的支撑位置。
【风险提醒】 数字资产波动较大,风险极高,请谨慎参与,杜绝满仓梭哈,拒绝贷款杠杆;

10.17梭哈晨报:
链上最近eth有点熄火,solana又开始火热,然后base夜来凑凑热闹的感觉;
1. $BTC 冲的有点高,然后开始回调,每次兄弟们高喊牛回的时候,然后牛就走了;
2. $ETH 表现较微弱,大概率是因为 @VitalikButerin v神一直在出货吧;
3. $SOL 挺好的,一直保持较为强势的行为;
4. $BNB 突如其来的强势,应该是有利好在埋伏了吧,或者说 $SCR 表现超出预期?
5.@RDNTCapital $RDNT 遭遇网络攻击,损失超过 5000 万美元;
基本上这个项目没了啊,DeFi真的挺难的;
6.Robinhood 允许在 APP 上进行比特币期货交易;
7.泰国 SCB 银行将推出稳定币跨境支付服务;
8. FOX 大选民调:特朗普在全美以 50% 对 48% 领先哈里斯;
9.a16z 报告:加密使用量达历史最高水平,全球持有者达 6.17 亿;
10.@chainalysis 因6.5亿美元诽谤案出庭应诉,YieldNodes称项目遭不实指控;
11.推出了以 stacked bitcoin 和黄金 ETF 为基础的投资产品,旨在保护投资者免受通货膨胀和货币贬值的影响;
12.加密货币“庞氏骗局”Forcount的推广者被判处20年监禁;
13.特朗普家族项目WLFI上线24小时,仅实现预期代币销售目标的4%;
14.RWA 协议 Ondo 收益稳定币 USDY 在 Solana 上 TVL 突破 1 亿美元;
15. @LordCheems_bsc 昨日燃烧LP, @Christianeth 直接买进,直接使得 $CHEEMS 达成了大半个月10x的收益;
16.支付公司 Stripe Inc. 正在就收购金融科技平台 Bridge 进行深入谈判;
17. #memecoin 似乎派发正在进行时,每次跌下去又反弹,每次反弹都越来越低,值得注意下;
----------
一个 $GOAT 把整个AI带到了 #Solana 上,不知道这个机器人行情能持续多久了,目前来看 @MustStopMurad 喊的都在进行派发了,不知道大哥自己出不出货。
睡又睡不着,醒又醒的很早,这个生活,难啊。
#Bitcoin #Ethereum #CryptoNews #Solana #AI

🚀 24H Top 5 Gainers on #KuCoin (Sep 3, 2024) 🔥
1️⃣📈 $REEF (@Reef_Chain) - $0.001105 (+40%)
2️⃣📈 $RDNT (@RDNTCapital) - $0.0919 (+22%)
3️⃣📈 $DUSK (@DuskFoundation) - $0.24253 (+21%)
4️⃣📈 $ORDI - $31.62 (+20%)
5️⃣📈 $BRWL (@bc_brawlers) - $0.001773 (+19%)
今日二级观察,现货以太坊 ETF 即将推出,贝莱德首席执行官称赞比特币为“数字黄金”。
$CAKE-Pancakeswap 公布第三季度路线图并预告 v4
$ENA-Ethena Labs 提案更新
$RDNT-RDNTCapital 即将在@Base 上线
$BAL-Balancer x Cow Protocol 战略合作提案
$CHR-Chromia MVP 主网已于 2024 年 7 月 16 日发布。
$BNX-BinaryX宣布发起社区投票拟销毁74% BNX代币
$FEAR NOT-特朗普在个人官网首页 Banner 配文「FEAR NOT」
$MKR-MakerDAO推出NewGovToken激活功能
现货以太坊 ETF预计将于 7 月 23 日推出,贝莱德首席执行官重申,比特币是“数字黄金”,是对冲经济不确定性的工具。唐纳德·特朗普的副总统人选、支持加密货币的俄亥俄州参议员 JD Vance 拥有超过 10 万美元的比特币,特朗普在 Polymarket 上的胜选几率飙升。
$MKR-MakerDAO 创始人 Rune Christensen 在社交平台上表示,MakerDAO 推出 NewGovToken 激活功能。当 Spark 子 DAO 启动时,NewGovToken 持有者将能够激活其 NewGovToken 以获得 SPK 奖励。
$BNX-Web3 游戏平台 BinaryX 宣布即将进行一次重要的社区投票:拟销毁高达 74% 的 BNX 代币总供应量。
$RDNT-@RDNTCapital宣布RFP-36:Radiant 扩展和部署至@base
,已获批准。
$BAL-Balancer 宣布与 Cow Protocol 建立战略合作伙伴关系 – 启动 CoWAMM 矿池,CoW 协议结算合约将获得某些 Balancer 池的特权访问权,这些池将被视为 CoWAMM,在 CoW 协议的求解器竞争中获得盈余,确保它们始终以正确的价格进行交易并消除 LVR。
#Bitcoin #ETH #CryptoNews
7月1日 币圈大事件
好交易 会交易 交易就用tradingpal
1• VanEck 提交了 VanEck Solana Trust 申请。据 Wintermute 首席执行官@EvgenyGaevoy
称,SOL ETF 今年获得批准的可能性几乎为零。
2 • Coinbase 已决定不促进即将到来的$ASI合并迁移。 $FET $OCEAN $AGIX
3• 特朗普和拜登今天进行辩论。 $TRUMP $MAGA $BODEN
4• $BLAST - Blast 宣布第 2 阶段将包括积分和金币,并采用新的分配机制。下周将发布详细指南。
5• $BLOCK - @Blockassetco
宣布与 UFC 建立正式合作伙伴关系。
6• $EOS - EOS 网络发布了有关更改后的 EOS 代币经济学的更多详细信息,并将于 7 月 8 日推出质押功能。
7• $LSK - Lisk 宣布将于 9 月 24 日至 10 月 1 日进行社区投票,决定是否销毁或将 1 亿个 LSK 代币分配给 DAO 基金。
8• $MANTA - Manta Network 宣布 Manta 的 wUSDM 现已由贝莱德#BUIDL基金支持。
9• $RDNT - Radiant Capital 宣布他们正处于推出 v3 和扩展至 Base 的最后阶段。
10• $WEN - Wen 宣布收购 X 上最大的猫咪页面@ShouldHaveCat
11• $XTZ - Tezos 公布了 Tezos X 路线图,将在未来 2 年内将交易执行拆分为“规范汇总”。
12• $ZETA - ZetaChain 将于 7 月 2 日发布产品更新。
本周关注4件大事
① 周二鲍威尔发表说话
② 周三20:15,发布美国6月ADP就业人数
③ 周五20:30,发布美国6月非农就业人口
④ 最重要的,应该在7月15号之前应该有门头沟进一步消息利好市场
2024.6.28币圈大事件🌍
好交易 会交易 交易就用tradingpal
● 昨日GBTC净流出1140万美元
● Tidal和Quantify Chaos Advisors联合申请的比特币与黄金混合ETF或将于今年9月9日推出
● Galaxy Digital:预计前五个月内将有 75 亿美元资金流入现货以太坊 ETF
● 美联储博斯蒂克:预计今年Q4降息,明年降息100个基点
● 特朗普在预测市场中的获胜概率上升至65%,创历史新高,特朗普当选将有利于美国加密货币行业监管环境的转变
● 彭博分析师:VanEck SOL ETF有可能在2025年某个时间推出
● $DYDX-dYdX引入应用内质押功能
● 某用户花费85万美元买入ETH 7月底4200美元看涨期权
● Coinbase 已决定不促进即将到来的$ASI合并迁移。 $FET $OCEAN $AGIX
●特朗普和拜登今天进行辩论。 $TRUMP $MAGA $BODEN
● $BLAST - Blast 宣布第 2 阶段将包括积分和金币,并采用新的分配机制。下周将发布详细指南。
● $BLOCK - @Blockassetco宣布与 UFC 建立正式合作伙伴关系。
● $EOS - EOS 网络发布了有关更改后的 EOS 代币经济学的更多详细信息,并将于 7 月 8 日推出质押功能。
● $LSK - Lisk 宣布将于 9 月 24 日至 10 月 1 日进行社区投票,决定是否销毁或将 1 亿个 LSK 代币分配给 DAO 基金。
● $MANTA - Manta Network 宣布 Manta 的 wUSDM 现已由贝莱德#BUIDL基金支持。
● $RDNT - Radiant Capital 宣布他们正处于推出 v3 和扩展至 Base 的最后阶段。
● $WEN - Wen 宣布收购 X 上最大的猫咪页面@ShouldHaveCat 。
● $XTZ - Tezos 公布了 Tezos X 路线图,将在未来 2 年内将交易执行拆分为“规范汇总”。
● $ZETA - ZetaChain 将于 7 月 2 日发布产品更新。
● $APT-Aptos基金会与阿里云合作,推动日本Web3生态系统的发展
#BTC
2024.6.28德鑫币圈大事件🌍
● 昨日GBTC净流出1140万美元
● Tidal和Quantify Chaos Advisors联合申请的比特币与黄金混合ETF或将于今年9月9日推出
● Galaxy Digital:预计前五个月内将有 75 亿美元资金流入现货以太坊 ETF
● 美联储博斯蒂克:预计今年Q4降息,明年降息100个基点
● 特朗普在预测市场中的获胜概率上升至65%,创历史新高,特朗普当选将有利于美国加密货币行业监管环境的转变
● 彭博分析师:VanEck SOL ETF有可能在2025年某个时间推出
● $DYDX-dYdX引入应用内质押功能
● 某用户花费85万美元买入ETH 7月底4200美元看涨期权
● Coinbase 已决定不促进即将到来的$ASI合并迁移。 $FET $OCEAN $AGIX
●特朗普和拜登今天进行辩论。 $TRUMP $MAGA $BODEN
● $BLAST - Blast 宣布第 2 阶段将包括积分和金币,并采用新的分配机制。下周将发布详细指南。
● $BLOCK - @Blockassetco宣布与 UFC 建立正式合作伙伴关系。
● $EOS - EOS 网络发布了有关更改后的 EOS 代币经济学的更多详细信息,并将于 7 月 8 日推出质押功能。
● $LSK - Lisk 宣布将于 9 月 24 日至 10 月 1 日进行社区投票,决定是否销毁或将 1 亿个 LSK 代币分配给 DAO 基金。
● $MANTA - Manta Network 宣布 Manta 的 wUSDM 现已由贝莱德#BUIDL基金支持。
● $RDNT - Radiant Capital 宣布他们正处于推出 v3 和扩展至 Base 的最后阶段。
● $WEN - Wen 宣布收购 X 上最大的猫咪页面@ShouldHaveCat 。
● $XTZ - Tezos 公布了 Tezos X 路线图,将在未来 2 年内将交易执行拆分为“规范汇总”。
● $ZETA - ZetaChain 将于 7 月 2 日发布产品更新。
● $APT-Aptos基金会与阿里云合作,推动日本Web3生态系统的发展
#BTC