与「910」相关的搜索结果

BMNR @BitMNR 上周又买了10,399枚 $ETH，均价$1840 ， 价值约 $1,910万。目前持仓来到5,797,813枚，占 $ETH 流通盘约4.8%，离5%目标只差一步。 对比Strategy上周刚卖1,638枚 $BTC 付股息。 同样是财库公司，没想到坚持到最后的是小胖子Tom @fundstrat ，对不起，你才是真正的微策略！

Xで検索してはいけないアカウント 1位: yoru_yor2 2位: hrle50 3位: chichigakuen 4位: tutipanda_puni 5位: 910cute_ 6位: rerudg11 7位: fnw1ngx_ 8位: meryache32 9位: Niku_tabetai228 10位: V9sdX

Is Ethereum finally taking the driver's seat from Bitcoin? 📉➡️📈 The $ETH / $BTC ratio just surged to a 3-month high of 0.030, driven by a massive +16% monthly performance spread in favor of Ethereum (+24% vs. +8%). The latest KuCoin blog breaks down the fundamental forces behind the momentum shift: 📊 Reclaiming the 200-Day SMA: The cross-rate has officially reclaimed its 200-day Simple Moving Average for the first time since January, signaling a technical trend reversal. 🌊 ETF Flow Flippening: U.S. Spot Ethereum ETFs recorded $103.9M in weekly net inflows—outpacing Spot Bitcoin ETF inflows by a factor of 3-to-1. 🔒 The Supply Vortex: Public treasury accumulation (Bitmine holding ~4.8% of circulating supply), a zero validator exit queue, and 2.5M ETH waiting in the staking entry queue have squeezed spot liquidity. ⚙️ "Glamsterdam" Horizon: Institutional RWA dominance exceeds $17B on Ethereum, with the H2 2026 "Glamsterdam" upgrade set to introduce parallel processing and slash L1 fees by over 70%. Is this just a short-term liquidity rebound or the start of a full-scale market rotation? Read the full technical breakdown here:

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Is the AI boom facing its first major credit market warning sign? ⚠️📉 NVIDIA’s 5-year Credit Default Swaps (CDS) surged to a record high of 82 basis points as market concerns mount over massive $750B+ AI infrastructure commitments and vendor financing loops. The latest KuCoin blog breaks down what this credit risk spike means for tech equities and the crypto market: 📉 Credit Default Swaps Surge: Five-year CDS on NVIDIA debt hit a record high of 82 bps—its largest single-day jump—as credit markets aggressively reprice contingent liabilities. 💼 The $750B AI Web: Massive deals including a $500B+ partnership with SK Group and a potential $250B financing backstop for OpenAI are raising concerns over balance sheet complexity. 🔄 Circular Financing Fears: Credit markets are questioning vendor financing feedback loops, where chip demand is partially supported by the supplier's own capital commitments. ⚡ Crypto Market Spillover: As high-beta risk assets, digital assets continue to show tight correlation with technology risk sentiment, reacting directly to credit market signals from the AI complex. Are we seeing the early warning signs of an AI capital bubble, or is this just near-term noise? Read the full analysis here:

SpaceX $SPCX 短期应该还没有形成明确底部，即使已经从225美元跌到115美元，当前估值依然约为： 83倍静态市销率； 235倍2025年调整后EBITDA。 未来两周，继续下探的概率仍然高于直接反转。 马上要迎来财报发布和大的解禁期，算了一下： 8月6日，首批最多 9.115亿股将具备交易资格，相当于当前自由流通盘的 1.42倍。 哪怕只有10%的解禁股份选择卖出，也是9100万股，相当于当前流通盘的14%左右。 在这个时间前后可能会不断出现大量套牢盘和减仓盘吧，比较容易形成阶段性底部。