管理资产超 20 亿美元的 BIND 等阿根廷银行集团开发比索稳定币
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NDV Founder: Closely monitoring Circle's pullback opportunities; stablecoin competition is beneficial for expanding the crypto market.
According to Odaily Odaily, Jason Huang, founder of NextGen Venture (NDV), stated that the firm had previously successfully issued an early warning of a potential pullback in Strategy (MSTR), and is now doing the opposite, adding Circle (CRCL) to its watchlist to look for opportunities when market sentiment is under pressure. Jason Huang analyzed that Circle's stock price fell by about 14% yesterday due to concerns about increased competition arising from the joint launch of OpenUSD by multiple financial institutions. However, this logic was misinterpreted by the market: the entry of large institutions will not shrink the stablecoin market size; on the contrary, it may expand the overall "pie." Currently, the total global stablecoin market capitalization is only about $317 billion, and the industry is still in its early growth stage. Historical experience shows that payment and financial projects jointly promoted by multiple parties often fail due to inconsistent incentives, such as Libra. Therefore, in the long run, it may not change the core competitive landscape. Jason Huang revealed that Circle has been included in the few tradable stablecoin-themed US stocks. Although he has not yet given a clear target price or an immediate plan to build a position, he said he will focus on tracking its quarterly performance and fundamental changes.
NDV Founder: Closely monitoring Circle's pullback opportunities; stablecoin competition is beneficial for expanding the crypto market.
According to Mars Finance, Jason Huang, founder of NextGen Venture (NDV), stated that the firm had previously successfully issued an early warning of the risk of a pullback in Strategy (MSTR), and is now doing the opposite, adding Circle (CRCL) to its watchlist to look for opportunities when market sentiment is under pressure.
The US Independence Day amnesty targets three groups, potentially becoming a new tool for Trump to win over the public.
According to BlockBeats, on July 3rd, the 250th anniversary of American independence, the White House is discussing a proposal to grant a presidential pardon to 250 people. It is understood that "President Trump will be the final decision-maker for all pardons." This news has sparked heated discussions in the community: if the pardon proposal passes, who should be pardoned? Some analysts point out that the 250th anniversary pardon list should emphasize symbolic and public interest dimensions, highlighting the image of "merciful America" or correcting cases considered "weaponized justice." In the actual decision-making process, lobbying, political loyalty, public attention to high-profile cases, and potential economic, diplomatic, and presidential benefits will all be important considerations. Therefore, white-collar/financial criminals; reformed, non-violent criminals; and criminals involved in high-profile/symbolic cases or "politically/policy-related" cases are the three groups most likely to be pardoned. Based on publicly reported cases, applications, prediction markets, and historical discussions, BlockBeats has compiled the following list of individuals involved in highly controversial federal cases: White-collar/Financial Criminals: Former FTX executive Ryan Salame and FTX founder SBF are undoubtedly worthy of serious consideration by Trump. Since his second election, Trump has consistently portrayed himself as a crypto supporter, and given his continued need for substantial crypto community support during his midterm elections, Ryan Salame and SBF are undoubtedly top contenders for the pardon. Other media reports indicate that Jho Low, a key figure in the 1MDB multi-billion dollar misappropriation case, has reached an asset recovery agreement with the U.S. Department of Justice and has therefore been included on the pardon list. Rapper Pras Michel, convicted of lobbying efforts related to the 1MDB scandal, is also under consideration. In addition, businesswoman Elizabeth Holmes, embroiled in the largest tech fraud case in history for founding the blood testing company Theranos, is also a hot topic in the community. Goodly Rehabilitated, Non-violent Offenders: Nicole Daedone was convicted of conspiracy to force labor by a federal court and sentenced to nine years in prison for founding OneTaste. OneTaste reportedly promoted wellness programs such as "orgasm meditation," and was accused of forcing employees (including women) to participate in sexually related labor and "intimate practices" under the guise of "volunteer work," creating a systematic forced labor environment. Nicole Daedone's release was highly anticipated in the market. The reason is that the wellness industry background might be interpreted as a "controversial business model" rather than extreme crime, easily fitting into the "goodly rehabilitated" narrative. Political Prisoners: WikiLeaks founder Julian Assange was charged with violating the Espionage Act for publishing a large number of classified US documents (including Iraq/Afghanistan war logs and diplomatic cables). In 2024, he reached a plea agreement with the US Department of Justice (on a lesser charge) and was released, returning to Australia. Edward S
Ark Invest bought nearly $18 million worth of Circle shares on Wednesday; CRCL has fallen 41% in the past month.
PANews reported on July 2 that, according to The Block, Cathie Wood's Ark Invest bought nearly $18 million worth of Circle Internet Group stock on Wednesday. CRCL fell to $61.95 that day, a cumulative drop of 41% over the past month.
Citigroup upgrades Murata's rating, betting on AI servers driving a surge in passive component profits.
According to Mars Finance, on June 30th, Citi upgraded Murata Manufacturing Co., Ltd.'s rating from "Neutral" to "Buy" and significantly raised its target price from ¥3,900 to ¥15,000, citing the reshaping growth curve of the high-end MLCC market driven by demand for AI servers. In a research report released on June 29th, Citi stated that AI servers have significantly higher requirements for the quantity and specifications of multilayer ceramic capacitors (MLCCs) compared to traditional servers. A typical server board uses approximately 2,000 MLCCs, while AI server GPU boards may reach nearly 11,000 by 2026. As AI accelerator power consumption increases and current fluctuations intensify, servers require more high-capacitance, high-reliability components, which is driving up Murata's product portfolio and average selling price. Citi believes Murata is one of the main beneficiaries of this shift. The bank estimates that Murata holds approximately 50% market share in the high-capacitance MLCC market for AI servers, leading Samsung Electro-Mechanics and Taiyo Yuden, with its advantages stemming from yield rates, materials technology, and advanced mass production capabilities. Murata has already added approximately 20% to its regular annual capacity expansion, and Citigroup states that further expansion may be necessary if demand continues to rise. Earnings forecasts have also been significantly revised upwards. Citigroup expects Murata's operating profit to reach 440 billion yen in FY3/27, rising to 630 billion yen in FY3/28, and further increasing to 800 billion yen in FY3/29. The bank stated that the profit growth mainly comes from increased shipments of AI server MLCCs and improved pricing due to the increased proportion of high-specification products. However, Citigroup does not assume that Murata will raise prices across the board for general-purpose MLCCs. The report states that the company is currently more likely to improve profit margins through improvements in its AI server product portfolio rather than actively pushing for industry-wide price increases. However, if the supply and demand for high-end MLCCs remains tight, or competitors raise prices first, Murata may still have additional upside potential. This report shows that AI deals are spreading from GPUs and HBMs to a more granular hardware supply chain. For Murata, the market focus is no longer just on the smartphone and automotive cycles, but on whether AI servers can become a new core driver of profit growth.
Bank of New York Mellon and Circle expand their partnership, adding USDC minting and redemption functionality.
PANews reported on June 30th that, according to The Block, Bank of New York Mellon (BNY) and Circle Internet Group have expanded their partnership, adding USDC minting and redemption capabilities to its digital asset custody platform. Institutional clients can now hold USDC in their BNY digital wallets and directly instruct the bank to complete two-way exchanges between USD and USDC. USDC becomes the first stablecoin supported on the platform, and BNY stated that it will gradually support more stablecoin issuers in the future, initially supporting USDC on the Ethereum and Solana chains. BNY was already the primary custodian of USDC reserves, and the new service establishes a seamless bridge between traditional fiat currency and digital assets.