Back to News
ImportantSourcePANews

ARK Invest高管:加密行业收入高度集中,Hyperliquid等三家平台占比近80%

PANews 7月29日消息,ARK Invest加密研究总监Lorenzo Valente在X平台发文称,加密行业正经历历史上最大规模的整合阶段,比以往熊市更为深刻。市场结构已变,资本更加挑剔,缺乏产品市场契合度的团队和交易所正在关闭,收入集中度在各层面(应用、中间件、Layer1等)均创历史新高——Hyperliquid和Pump.fun合计占应用总收入的67%,加上Ethena前三家占比近80%。Valente预计未来数月整合将加剧,出现更多并购、破产申请、关停和人才收购,并认为这对行业是极度看涨的信号。
Disclaimer: The views above are the author's only and do not represent 711BTC. Nothing here constitutes investment advice.

Related

07-08 12:02

TermiX, the agent-based commercial clearing layer, has officially launched mainnet and released the BNB Chain ecosystem Agents Marketplace: Agent.family

According to Mars Finance, TermiX, an AI agent commercial clearing layer, has officially launched mainnet and introduced the BNB Chain ecosystem Agents Marketplace. Agents can register ERC8004-based Agent IDs on the marketplace and post, accept, and verify over 120 different types of Agent Jobs. Major agents, including OpenClaw and Hermes, can integrate TermiX Skills with a single click, gaining the ability to conduct agent commercial activities globally. TermiX is reportedly an AI agent commercial clearing layer on the BNB Chain, and in May of this year, it announced a $1 million investment from YZi Labs.

07-07 15:46

TermiX, the agent-based commercial clearing layer, officially launched mainnet and released the BNB Chain ecosystem Agents Marketplace. —|2024111120230_|

On July 6th, Odaily Odaily that TermiX, an AI agent commercial clearing layer, officially launched mainnet and introduced the BNB Chain ecosystem Agents Marketplace. Agents can register ERC8004-based Agent IDs on the marketplace and publish, accept, and verify over 120 different types of Agent Jobs. Major agents, including OpenClaw and Hermes, can integrate TermiX Skills with a single click, gaining the ability to conduct agent commercial activities globally. TermiX is reportedly an AI agent commercial clearing layer on the BNB Chain, and in May of this year, it announced a $1 million investment from YZi Labs.

07-08 19:39Important

South Korean beauty and retail stocks led the market gains, and Gate.com continues to expand its investment portfolio in South Korean stocks.

According to ChainCatcher, Gate's market data shows that the South Korean stock market was active today. Manyo Factory, a cosmetics stock, reached $11.60, up 18.43%; Heung Koo Petroleum reached $6.88, up 14.72%; and IT'S HANBUL reached $7.25, up 13.51%, with several popular South Korean stocks leading the market gains. Gate has established a 24/7 trading service system covering the three core markets of US, Hong Kong, and South Korea, supporting over 10,000 US stocks and ETFs, over 1,500 Hong Kong stocks, and over 1,000 South Korean stocks, totaling over 12,500 stocks and ETFs globally. Users can participate in global stock investment through their Gate unified account using USDT, supporting fractional share transactions starting from as low as 0.01 shares, and enjoying stock dividend rights. The platform also supports cross-brokerage transfers for US and Hong Kong stocks, as well as corporate actions such as stock splits and consolidations, further optimizing the stock investment service experience.

07-08 09:58Important

ArkStream Founding Partner: I had discussed investment with Li Bojie, but later found his contract to be very unprofessional, and he hadn't even figured out how to unlock it.

According to Odaily Odaily, Ye Su, Founding Partner of ArkStream Capital, wrote on X: "Li Bojie also contacted us during the fundraising process. At the time, we thought the project background was good, and we expressed our interest. Later, during the due diligence phase, we discovered that Li Bojie intentionally confused the funds he was interested in with the funds he had already invested in. Moreover, the contract he sent was very unprofessional. The team hadn't even figured out how to unlock the funds. One minute they would reply 'we'll decide later,' and the next minute they would reply 'we can place an order now.' So we decided to pass on him." Ye Su also mentioned: "Having worked in the first-tier market for 8 years, my deepest realization is that a founder's character and talent have absolutely nothing to do with each other. When founders are at a low point, they are very humble when raising funds, but it is when they achieve success that their character is truly tested. Li Bojie is a prime example; the fact that he dares to respond shows that he is justified in swindling money."

07-07 22:19Important

Analysis: The AI investment boom is cooling down, and the market is reassessing the sustainability of chip and data center spending.

According to Odaily Odaily, the AI ​​infrastructure investment boom is cooling down, and the market is beginning to reassess the sustainability of chip and data center spending. As investors re-examine whether AI infrastructure investment can be sustained, "AI deals" covering the semiconductor, memory chip, and data center industry chain are showing signs of cooling. Recently, AI-related chip stocks such as Micron Technology (MU) and SanDisk (SNDK) have been under pressure. Samsung Electronics previously reported record second-quarter results, but revenue fell short of market expectations, causing its stock price to drop nearly 7%, dragging down the entire AI chip sector. Market concerns are growing that the current AI boom, driven by GPUs, high-bandwidth memory (HBM), and data center construction, may face repricing as cloud computing giants (Hyperscalers) may slow their investments in AI infrastructure. Meanwhile, South Korean memory chip giant SK Hynix's stock price has fallen about 25% from its all-time high ahead of its US IPO, which is also attracting some funds away from existing chip stocks. Analysts point out that after SpaceX's massive IPO boosted valuations of AI-related assets, investors are reassessing the growth logic for the next phase of the AI ​​market. If the AI ​​investment fervor cools further, some funds may flow back from the AI ​​industry chain to other risky assets, including crypto assets. (CoinDesk)

07-07 20:54

Goooo receives strategic investment from Cipher 9, continuing to advance its global prediction market aggregation and intelligent execution infrastructure development.

According to BlockBeats, on July 7th, Goooo secured a $2 million strategic investment from Cipher 9. This investment will support Goooo's continued development in areas such as prediction market aggregation, probabilistic data integration, and AI-powered intelligent analysis and execution systems. This strategic investment from Cipher 9 will further enhance Goooo's resource support in product development, market expansion, ecosystem cooperation, and globalization, providing long-term assistance for Goooo's future prediction market infrastructure construction. Goooo positions itself as an AI-driven global prediction market aggregation and execution gateway, aiming to connect global prediction markets, external data, probabilistic information, and execution systems to provide users with an integrated prediction market experience from event discovery and probability comparison to intelligent execution. Goooo drives the prediction market from a decentralized platform structure to a unified infrastructure network through multi-market aggregation, a unified probabilistic view, cross-platform comparison, and intelligent routing execution. This strategic investment from Cipher 9 marks a new stage in Goooo's global prediction market infrastructure development.