Multicoin前联创Kyle Samani怒喷老东家：如果你在Solana上开发，Multicoin会阻碍你做的一切
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Hyperliquid Policy Center: CME's lawsuit against the CFTC is a major miscalculation, exposing an anti-competitive stance.
According to Odaily, Jake Chervinsky, CEO of the Hyperliquid Policy Center, stated that the CME Group's lawsuit against the U.S. Commodity Futures Trading Commission (CFTC) was a major misjudgment and an unnecessary mistake. The CME Group, long considered the dominant player in the U.S. derivatives market, is now behaving like a monopolistic beneficiary afraid of competition in this courtroom action. Chervinsky also quoted CFTC Chairman Mike Selig as saying that vested interests are always afraid of the future, but the public should not fear vested interests.
Multicoin: HYPE may reach $319 by 2028
According to a Odaily by Multicoin, the market has severely underestimated the value of Hyperliquid's native token, HYPE, believing it still has over 400% upside potential over the next few years. The report projects that HYPE could reach approximately $319 by 2028 under the base case scenario. Multicoin believes that the current market is too narrow in its view of Hyperliquid as a rapidly growing decentralized perpetual contract exchange, but in reality it is evolving into an "Everything Exchange" covering multiple assets and trading scenarios. The report states that HYPE is clearly mispriced at its current price of approximately $63. Multicoin projects that Hyperliquid's annualized earnings could reach approximately $8 billion by 2028; based on a 20x earnings multiple valuation, this corresponds to a HYPE price of approximately $319. Multicoin also disclosed that it has been actively buying HYPE since February of this year, and HYPE is now one of its largest holdings in its liquidity hedge fund. HYPE recently broke through $76 to reach a new all-time high, driven by positive factors such as ETF inflows, strong protocol revenue, and an aggressive buyback program, before subsequently correcting along with the broader market, trading at approximately $62.47 as of Thursday afternoon.
0xSun: I've already buy the dips in ANSEM and NEST, and I believe Solana will remain the engine of this round of on-chain price increases.
According to Odaily Odaily, trader 0xSun stated that he has purchased ANSEM and NEST at market values of approximately $280 million and $6 million respectively, in order to participate in the current on-chain market volatility. He believes that the on-chain market performance driven by blknoiz06 was active in this round, with strong Meme coins appearing in Solana, BNB Chain, and Robinhood Chain. However, the overall rotation was extremely fast. Except for ANSEM, which continued to rise for more than a week, most of the other leading chains peaked overnight. 0xSun stated that ANSEM has already corrected by over 40% from its peak, and given Ansem's continued activity and the fact that approximately 60% of its tokens remain uncirculated, a rebound is highly probable. NEST, on the other hand, is a riskier and more volatile asset, with its short-term price movement still primarily driven by market sentiment. They also believe that for investors with smaller capital, the crypto market remains a more suitable market for high-risk, high-reward plays.
The CFTC has charged a North Carolina man with a $14 million cryptocurrency and futures fraud.
According to Odaily Odaily, the U.S. CFTC has filed a lawsuit against Trevor Vernon, a North Carolina man, and his company, Argent Capital Management LLC, accusing them of defrauding approximately 60 investors of $14 million through a fake commodity Ponzi scheme. According to a complaint filed Tuesday in the U.S. District Court for the Western District of North Carolina, Vernon and his company operated commodity pools involved in trading across multiple asset classes, including stock index futures options, stock index futures contracts, and crypto assets. The CFTC stated that Vernon misled investors by claiming to be a "successful trader" through quarterly financial updates and monthly performance review emails, but in reality, he consistently incurred significant losses when using investor funds for trading. Regulators said Vernon had lost at least $8.6 million in futures, options, and crypto trading. The CFTC stated that its actual trading results were "consistent and catastrophic losses," significantly inconsistent with the profitability it presented to investors.
Nansen integrates with Hyperliquid perpetual contract trading, supporting smart money and on-chain data analytics.
BlockBeats reported on July 7th that blockchain data analytics platform Nansen has officially launched its Hyperliquid Perp (perpetual contract trading) feature, making it available to all web and mobile users. Users can track Smart Money, whale addresses, and the on-chain activities of well-known investors while directly trading Hyperliquid perpetual contracts within Nansen. They can also view key data in real-time, such as funding rates, long/short positions, and wallet-level position distribution, achieving a seamless "research-as-trade" experience. Nansen stated that the platform has simultaneously launched the Hyperliquid Perps Leaderboard, which supports filtering by Smart Money, whale, and top traders, and can be sorted based on performance over the past 7 days, 30 days, or historical cumulative performance, helping users quickly discover leading wallet addresses. In addition, users can deposit funds from external wallets within the app, or cross-chain from connected Solana and Base wallets to Hyperliquid, and can also directly receive asset transfers from other Hyperliquid addresses. In addition to trading functionality, Nansen has further expanded its data coverage across the Hyperliquid ecosystem, including HyperFND on-chain activity monitoring and the Hyperliquid Data API. Users can track HyperEVM active addresses, contract deployments, and ecosystem growth in real time, while development teams can access real-time Smart Money perpetual contract positions, unrealized profit/loss (PnL), account health, complete trading history, and performance data via the API, supporting quantitative analysis, strategy development, and application building.
The founder of Lighter has become a member of the CFTC Innovation Advisory Committee.
Odaily Odaily Odaily that Lighter founder and CEO Vladimir Novakovski posted on X: "On the occasion of the 250th anniversary of the founding of the United States, I am proud to have been able to build Lighter here from the very beginning. This year, I also began to do my part by serving as a member of the Innovation Advisory Committee of the U.S. Commodity Futures Trading Commission (CFTC)." Odaily Note: The Innovation Advisory Committee was established to advise the CFTC on complex issues at the intersection of technology, law, policy, and finance.