Defiance announced the launch of cryptocurrency exchange-traded fund RIOX, the first 2x long ETF based on bitcoin miner Riot Platforms, Inc., providing 200% long daily directional exposure. According to previous disclosures, as of December 16, 2024, Riot held approximately 17,429 BTC, worth approximately $1.80 billion.
据链上分析师余烬监测,DeFiance Capital 在 40 分钟前将 50 万枚 VIRTUAL (233 万美元) 转进 Bybit。 DeFiance Capital 是 Virtuals Protocol 的领投机构,通过投资在 2024 年 2 月得到了 1050 万枚 VIRTUAL。他们从 2024 年 5 月开始出售 VIRTUAL,到目前一共出售了 720 万枚 VIRTUAL,均价 1.48 美元:在链上出售了 220 万枚 VIRTUAL;转进 Bybit 500 万枚 VIRTUAL。他们现在仍然持有 330 万枚 VIRTUAL (1568 万美元)。
DeFiance Capital 创始人兼 CIO@Arthur_0x 在社交媒体上发文表示,Aave 协议的多项指标已创下新高,但币价目前仅有 ATH 时期价格的 50%。与2021年相比,稳定币的总供应量也明显更高,这也为DeFi提供了动力,预计AAVE的价格将推向更高。据DeFiLlama数据显示,目前Aave的TVL已高于2021年10月上一轮牛市时期,创下历史新高,暂报386亿美元。预估该协议的年收入为1.17亿美元。
DeFiance Capital 创始人兼 CEO Arthur Cheong 在社交媒体发文表示,许多投资者仍然对 DeFi 保持观望态度,他们认为 DeFi 的增长不如其他领域(如 Meme 币或 AI)快速/强劲。 然而,DeFi 的大多数机制实际上在协议中内置了反身性。 相当多的 DeFi 代币从 9 月的低点上涨了 5 倍,流动性足够大,任何人都可以投入大量资金。 我真心认为我们才刚刚开始,接下来的走势可能会上涨...
On June 27, Arthur Cheong, co-founder of DeFiance Capital, wrote that the FDV reached only $2 billion when BLAST was launched, far from its expectation of at least $5 billion. According to CoinGecko data, BLAST FDV once broke through $2.80 billion, but now it has fallen back to below $2.70 billion.
Arthur Cheong, founder and CEO of DeFiance Capital, said on social media that if you are bullish on an asset for a long time, you should be more bullish when the price is lower, not the other way around. In the current market environment, I still think ETH is one of the best risk-adjusted investments in the coming months.