On January 27th, according to The Block, Adam Winnick, managing director of Finality Capital Partners, called Trump's launch of TRUMP "fascinating and frustrating." It is fascinating because such a large-scale tokenization impact could have a huge impact on the crypto industry, the United States, and society as a whole. But he also pointed out that the nature and timing of the launch were "so bold" and frustrating, "it makes us...
On January 27, Andrew Kang, co-founder of Mechanism Capital, said in a post that the investment logic of the $TRUMP token is simple, and the trading of meme coins mainly depends on attention, and Trump is the world's largest attention monopoly. This situation will not change after the inauguration. Andrew Kang has previously posted that he believes that the market value of $TRUMP tokens is expected to reach $100 billion circulating market value/$500 million fully diluted valuation, and surpass D...
1 月 27 日,Mechanism Capital 联合创始人 Andrew Kang 在 x 发文表示,$TRUMP 代币的投资逻辑很简单,迷因币的交易主要依赖于关注度,而特朗普是世界上最大的注意力垄断者,这种情况在就职典礼后也不会改变。 此前 Andrew Kang 曾经发文表示,他认为 $TRUMP 代币市值有望达到 1000 亿美元流通市值/5 亿美元完全稀释估值,并超越 Doge,因为相比投资随机的狗狗币,投资特朗普品牌更容...
HODL15Capital 发布图标分析称,过去一年多,比特币市场出现明显的资金分化趋势。 数据显示,小额投资者持续净卖出比特币,而大资金玩家(如 ETF、MicroStrategy 等)则成为市场的主要净买家。他们不仅接盘了小额投资者卖出的全部比特币,还吸收了所有新挖出的比特币。 这一趋势表明,大机构对比特币的长期价值保持高度信心,同时也凸显了市场资金集...
Recently, the China Securities Supervision Commission issued the "Action Plan for Promoting the High-Quality Development of Indexed Investment in Capital Markets". The main goal of the "Action Plan" is to promote the scale and proportion of indexed investment in capital markets to increase significantly, and to accelerate the construction of a new development pattern in which active investment and passive investment in the public fund industry develop synergistically and promote each other; stre...
According to HODL15 Capital, as of January 24, the US Spot Bitcoin ETF continued to hold 44,362 BTC.
On January 24, CITIC Securities Research Report pointed out that on January 23, 2025, the Securities Supervision Commission and other five departments jointly held a press conference to introduce the situation of vigorously promoting the entry of medium and long-term funds into the market and promoting the high-quality development of capital markets. CITIC Securities believes that the logic of promoting the entry of medium and long-term funds into the market includes increasing the proportion of...
Mechanism Capital partner Andrew Kang claimed 71.30 million ANIMEs in the past two hours, worth about $6.42 million. He has deposited 56.30 million ANIMEs in Binance and ByBit, and transferred 15 million ANIMEs to a new wallet.
There are media reports today that ByteDance's capital expenditure in 2025 will exceed 150 billion yuan, mainly for artificial intelligence. The relevant person in charge of ByteDance told reporters that the information is false. (21st Century Business Herald)
Thanks to the rise of memecoin trading, Solana has become the most active DEX ecosystem, according to Cody Poh, investment analyst at Pantera CapitalLiquid Token Fund. Raydium, the leading DEX on Solana and a major beneficiary of its strong growth, has also seen a significant increase in trading volume. The protocol currently accounts for more than 50% of all DEX trading volume in the Solana ecosystem. Cody Poh believes Raydium has strong growth prospects, provided that Solana...
Pantera CapitalLiquid Token Fund投资分析师Cody Poh分析称,得益于 memecoin 交易的兴起,Solana 已成为 DEX 活动最多的生态系统。作为 Solana 上领先的 DEX 及其强劲增长的主要受益者,Raydium 的交易量也大幅增加。该协议目前占Solana生态系统中所有 DEX 交易量的 50% 以上。 Cody Poh认为Raydium具有强劲的增长前景,前提是 Solana 的...
Fasanara Capital, a UK-based asset manager, has announced the launch of FAST, a tokenized money market fund based on the Polygon blockchain. The fund will focus on the crypto industry and target stablecoin issuers, DeFi repositories, and crypto funds. Fasanara plans to offer a 4.7% return and the fund portfolio will include Treasury bonds, long-term Treasury bonds, other money market funds and commercial paper.