BTC $79,397.73 -0.74%
ETH $2,490.60 -0.50%
BNB $744.15 -1.75%
XRP $1.40 -1.45%
SOL $104.92 -1.48%
TRX $0.3365 +0.55%
DOGE $0.0895 -0.62%
ADA $0.2194 -0.37%
BCH $256.26 -1.87%
LINK $13.25 +7.91%
HYPE $87.90 +0.04%
AAVE $134.13 -0.96%
SUI $0.8129 +1.59%
XLM $0.1918 +2.54%
ZEC $1,197.60 +0.94%
BTC $79,397.73 -0.74%
ETH $2,490.60 -0.50%
BNB $744.15 -1.75%
XRP $1.40 -1.45%
SOL $104.92 -1.48%
TRX $0.3365 +0.55%
DOGE $0.0895 -0.62%
ADA $0.2194 -0.37%
BCH $256.26 -1.87%
LINK $13.25 +7.91%
HYPE $87.90 +0.04%
AAVE $134.13 -0.96%
SUI $0.8129 +1.59%
XLM $0.1918 +2.54%
ZEC $1,197.60 +0.94%

const

Все
Статьи
Новости

hot_img CITIC Construction Investment: Применение ИИ и облачные услуги резонируют, продолжаем позитивно смотреть на цепочку вычислительных мощностей

Сообщение ChainCatcher, 25 августа, исследовательский отчет CITIC Securities сообщает, что 21 августа OpenAI снизила цену на GPT-5.6 SolAPI более чем на 20%, что further снижает стоимость вызова высокопроизводительных моделей и может способствовать росту использования высоких токен-сценариев, таких как агент и генерация кода, продолжая стимулировать спрос на вычислительные мощности на стороне вывода.Последний квартальный доход AI Cloud and Compute Services Alibaba составил около 48,4 миллиарда юаней, что на 45% больше по сравнению с прошлым годом. Доходы от продуктов, связанных с ИИ, демонстрируют трехзначный рост на протяжении 12 кварталов подряд, что подтверждает, что спрос на ИИ ускоряется к коммерческой реализации. Мы продолжаем положительно смотреть на возможности в цепочке поставок, такие как оптические модули, серверы, жидкостное охлаждение и облачные вычисления, которые будут стимулированы коммерциализацией больших моделей и ростом спроса на вычислительные мощности.

CITIC Construction Investment: SpaceX установила рекорд IPO, пересмотрев систему оценки, продолжает верить в инвестиционные возможности в коммерческой космонавтике

ChainCatcher Сообщение, согласно отчету Jinshi, CITIC JianTou указал, что SpaceX с оценкой в 1,75 триллиона долларов вышла на Nasdaq, собрав 75 миллиардов долларов, а рыночная капитализация в первый день превысила 2 триллиона долларов, став седьмой по величине технологической компанией в мире и установив исторический рекорд IPO. Три основных направления бизнеса: Starlink, многоразовые ракеты и космический ИИ подтверждают коммерческий замкнутый цикл, ускоряя процесс коммерциализации космической экономики. В 2026 году в нашей стране несколько жидкостных ракет будут интенсивно проходить первые полеты и испытания на возврат, что, вероятно, значительно снизит затраты на запуск и ускорит строительство созвездий. Рекомендуется обратить внимание на:1)Ракетный сегмент: двигатели, структура корпуса ракеты и другие области с высокими барьерами входа;2)Спутниковый сегмент: полезная нагрузка, антенны и терминалы лазерной связи;3)Наземное оборудование: гражданские терминалы и технологии прямого подключения к мобильным телефонам;4)Операционные услуги: компании с редкими лицензиями и квалификациями.

Solana officially stated that it will vigorously promote the construction of fully on-chain perpetual contracts, aiming to become the world's strongest on-chain financial derivatives infrastructure

Solana's official announcement "Building Fully On-Chain Perpetual Contracts on Solana" aims to vigorously promote the ecological construction of fully on-chain perpetual contracts (Perps) in the future, with the goal of making Solana the world's strongest on-chain financial derivatives infrastructure. Currently, the trading volume of crypto derivatives is mainly concentrated on centralized trading platforms or hybrid models that rely on off-chain matching engines, which Solana believes is a transitional phase. It hopes to make a truly fully on-chain derivatives market a reality through the characteristics of high-performance blockchain—where all processes such as order submission, price updates, matching, and clearing are completed on-chain, while maintaining institutional-level speed and low costs.The Solana Foundation will provide funding, technical support, and resource allocation, focusing on supporting projects that meet the following criteria: fully on-chain execution, price discovery based on real bilateral liquidity (rather than purely pool pricing), Solana priority with revenue flowing back on-chain, teams with derivatives experience, and core code being open source. It also welcomes the co-construction of surrounding infrastructure such as front ends, aggregators, vaults, and market-making tools.

Figure CEO: Blockchain will reconstruct Wall Street's "financial pipeline," and traditional intermediaries may be massively replaced

According to CoinDesk, Figure Technology Solutions CEO Mike Cagney stated that the company is trying to leverage blockchain to reconstruct the traditional credit market infrastructure and deeply integrate real-world assets (RWA), securitization, and DeFi.Data shows that Figure's loan issuance in March this year exceeded $1 billion for the first time in a single month, with a total lending volume of $2.9 billion in the first quarter, which annualizes to about $12 billion. Cagney stated that the company's goal is to reduce intermediaries in the securitization, lending, and stock lending markets through on-chain processes, lowering costs and enhancing liquidity.Currently, Figure has launched the yield-bearing stablecoin YLDS and has launched on-chain credit vault products on networks like Solana, allowing users to invest in tokenized credit assets or use them as collateral for borrowing. The company also plans to expand into the Ethereum ecosystem and explore stock tokenization and on-chain securities lending.Cagney believes that the true value of blockchain lies not in "putting everything on-chain," but in reconstructing the financial abstraction layer. "Financial assets such as loans, securities, and equity are naturally suited for on-chain processes, and the entire financial infrastructure may be rewritten as a result."

first_img HashKey RWA CEO Anna Liu: RWA is not an experiment but a reconstruction, with a global market size nearing 30 billion dollars

ChainCatcher live report, HashKey RWA CEO Anna Liu delivered a keynote speech at the 2026 Hong Kong Web3 Carnival. She introduced that Hashkey Chain has deployed 11 tokenized products, with the total value of on-chain RWA assets reaching 2 billion Hong Kong dollars. The exchange has launched seven tokenized products, including Hong Kong's first tokenized gold ETF.She addressed the four major challenges of RWA: first, the authenticity of underlying assets; blockchain cannot guarantee the authenticity of data before it is on-chain, and the oracle problem is a core issue; second, the lack of a commercial closed loop; many projects go on-chain just for the sake of going on-chain, and new value must be created that traditional methods cannot achieve; third, the liquidity dilemma; even compliant STO exchanges in the U.S. often have daily trading volumes of only a few tens of thousands of dollars, requiring high-quality assets, licensed distribution channels, and secondary market infrastructure to be in place simultaneously; fourth, the complexity of cross-border compliance, suggesting that resource planning should be included from day one.She proposed that asset tokenization should first ask three questions: Can it be done? Is it suitable? Why tokenize? She cited data indicating that in the first quarter of this year, the global tokenized RWA market size has approached 30 billion dollars, growing over 260% in the past year, with the IMF characterizing it this month as "a fundamental restructuring of the financial architecture."
app_icon
ChainCatcher Building the Web3 world with innovations.