m2

Theo dõi của Catcher Predict, dự đoán trên thị trường Polymarket về sự kiện "ITF M25 Oviedo đơn nam Alejandro Garcia Carbajal đối đầu với Javier Barranco Cosano", tỷ lệ thắng của tùy chọn "Cosano" trong thị trường con "Chấp +/-1.5" đã có sự biến động mạnh, từ 26.5% một giờ trước đã tăng vọt lên 51% hiện tại (biến động lên tới 24.5%). Xin lưu ý đến các tin tức đột xuất liên quan.

ChainCatcher tin tức, theo phân tích của UBS về danh sách vật liệu siêu chip Vera Rubin (BOM), tỷ lệ chi phí của bán dẫn bộ nhớ trong tổng chi phí của nền tảng này đã tăng lên khoảng 62%, so với 53% của thế hệ trước Blackwell Ultra (GB300) đã tăng đáng kể. Tổng chi phí của siêu chip Vera Rubin (bao gồm 1 CPU Vera và 2 GPU Rubin) khoảng 38,902 USD, trong đó chi phí liên quan đến bộ nhớ đạt 24,297 USD. Chi phí HBM4 khoảng 4,943 USD (chiếm 12.7% tổng chi phí), trong khi chi phí SOCAMM2 kết nối với CPU khoảng 19,355 USD (chiếm 49.8% tổng chi phí), trở thành động lực chính cho sự gia tăng chi phí bộ nhớ.SOCAMM2 là mô-đun bộ nhớ máy chủ dựa trên DRAM tiết kiệm năng lượng LPDDR5X, hỗ trợ dung lượng tối đa 1.5TB cho mỗi CPU. Tủ máy Vera Rubin NVL72 (bao gồm 72 GPU Rubin và 36 CPU Vera) tổng cộng trang bị 74.7TB DRAM, trong đó HBM4 là 20.7TB, CPU sử dụng LPDDR5X đạt 54TB, lượng LPDDR trong một tủ máy tương đương khoảng 4,500 điện thoại thông minh cao cấp. Tuy nhiên, do ảnh hưởng của sự không chắc chắn về nguồn cung LPDDR5X và HBM4E, NVIDIA đang xem xét giảm cấu hình HBM cho thế hệ Rubin Ultra tiếp theo.

Theo thông tin từ ChainCatcher, báo cáo của Bitcoin news cho biết, dữ liệu mới nhất từ Cục Dự trữ Liên bang Mỹ cho thấy, vào tháng 5, lượng cung tiền M2 đã điều chỉnh theo mùa tăng lên 23,05 triệu tỷ USD, lần đầu tiên vượt qua ngưỡng 23 triệu tỷ USD, đạt mức cao kỷ lục.Một số chuyên gia trong ngành cho rằng, sự gia tăng này có thể phản ánh việc Cục Dự trữ Liên bang Mỹ tái phát hành thanh khoản sau chu kỳ thắt chặt.

2U2.ai announced that it has secured a new round of strategic investment, with the specific amount not yet disclosed. The investors in this round include Castrum Istanbul and M2M Capital, which will support 2U2.ai in continuing to advance Meme infrastructure construction and ecological expansion.So far, 2U2.ai has received support from institutions such as Becker Ventures, CGV FOF, Gemhead Capital, K24 Ventures, Castrum Istanbul, and M2M Capital.2U2.ai is building a MemeLayer for Web3, driven by AI for Meme generation, dissemination, and remixing, to create a scalable and incentivized Meme content network. Currently, the platform has launched the Meme Arms Race points system, allowing users to earn points by creating, sharing, and disseminating Meme content, and participate in subsequent ecological incentives on the platform.

GOAT Network officially releases GOAT BitVM2 Testnet V3, taking a key step towards the implementation of native Bitcoin zkRollup. This testnet uses Bitcoin as the final adjudication layer, aiming to allow BTC to participate in real financial activities without relying on custodians, committees, or multi-signature trust assumptions.Unlike most BTCFi solutions that depend on custodians or majority honest assumptions, GOAT BitVM2 utilizes the BitVM2 mechanism, allowing erroneous claims or malicious actions to be challenged in extreme cases, ultimately adjudicated by the rules of the Bitcoin mainnet.Testnet V3 features key optimizations such as off-chain execution, Bitcoin-anchored ordering, and Bitcoin adjudicated withdrawals and dispute mechanisms. It will later introduce BitVM2-GC, significantly reducing challenge costs and making security assumptions verifiably realistic for the first time.

Since mid-2025, Bitcoin has begun to decouple from the global M2 money supply (i.e., the total amount of money in circulation in the market, including cash, demand deposits, time deposits, etc.), and this trend became more pronounced in early 2026. Historically, the correlation between the two has been the basis for bullish predictions, but analysts are now sharply divided on this phenomenon.Fidelity Digital Assets' January report maintains an optimistic outlook, believing that as the global monetary easing cycle begins and the Federal Reserve's QT plan ends, the M2 growth rate will continue to rise in 2026, which will be favorable for Bitcoin prices. Analyst MartyParty predicts that Bitcoin prices will rebound to catch up with M2 growth.However, Mister Crypto points out that the decoupling of Bitcoin prices from M2 typically signals a market top, followed by a 2-4 year bear market. The founder of Capriole Investments believes that the decoupling reflects the risk of quantum computing breaking Bitcoin's encryption. Despite the uncertainties, investors still view Bitcoin as a long-term store of value.

Cryptanalysis expert Willy Woo posted: "Don't assume that an increase in M2 (broad money supply) will necessarily drive Bitcoin up. At the end of the cycle, Bitcoin often leads the trend of M2. My personal view is that, based on models of inflows and outflows in the Bitcoin and cryptocurrency space, we may have already peaked.""The Federal Reserve is lowering interest rates and increasing the money supply, which might lead you to believe that the global M2 money supply will rise. However, if global investors are buying dollars instead of risk assets, then the dollar will strengthen, and global M2 will decrease."

ChainCatcher news, according to Crowdfund Insider, UAE-based M2 Capital announced an investment of $21 million in the Nasdaq-listed digital asset vault AVAX One.AVAX One, renamed from AgriFORCE, has a strategy of centrally holding the Avalanche native token AVAX and participating in potential on-chain activities such as staking and liquidity provision.

ChainCatcher news, UAE's M2 Capital announced an investment of $21 million in the Nasdaq-listed company AVAX One.AVAX One is a digital asset vault focused on accumulating the Avalanche blockchain's native token AVAX, transformed from the former agricultural technology company AgriFORCE. This investment aims to support the development of the Avalanche network and promote the adoption of regulated digital assets in the Middle East.

ChainCatcher news, according to official sources, the universal collateral infrastructure Falcon Finance announced a strategic investment of $10 million from the UAE venture capital firm M2 Capital. In addition, Cypher Capital also participated in this round of financing.With the investment from M2 Capital, Falcon will accelerate its global roadmap, focusing on expanding fiat currency channels, deepening ecosystem partnerships, and enhancing the resilience of its universal collateral model.

ChainCatcher news, M2M Capital announced on platform X that it has invested 6 million dollars in NebX. NebX is a fintech company that uses AI to provide trading signals, identifying popular tokens by conducting real-time sentiment analysis on social media platforms such as X, Telegram, and Discord before the tokens gain widespread market attention. NebX 2 testing is currently open.

ChainCatcher news, M2 Capital Limited, the investment arm of M2 Holdings based in the UAE, has invested $20 million in Ethena's governance token ENA. This move highlights the group's efforts to build new digital asset infrastructure in the Middle East and to secure a larger role in global finance.Ethena is best known for its crypto-native synthetic dollar USDe and its yield-generating version sUSDe. Both are collateralized by crypto assets and use hedging strategies to reduce volatility. Since its launch in 2024, the protocol has attracted over $14 billion in deposits, reflecting strong market demand for products that combine the characteristics of stablecoins with yield potential. M2 Holdings' affiliate M2 Global Wealth will incorporate Ethena into its wealth management product portfolio. The group stated that this provides clients with a regulated way to gain returns from emerging digital assets.

ChainCatcher news, the Bitcoin Layer 2 network GOAT Network announced the official launch of the BitVM2 testnet Beta, and achieved the first real-time proving system running in a production environment, becoming the first Bitcoin zkRollup project to support instant withdrawal initiation and full-chain visual proof.According to reports, the system is based on a pipeline parallel architecture and a distributed GPU prover network, combined with ZKM's zkVM "Ziren", achieving three-stage parallel processing for block proof (2.6s), aggregate proof (2.7s), and Groth16 proof (approximately 10.4s), supporting real-time proving capability with a block time of 3.4 seconds, allowing users to initiate withdrawals without waiting.GOAT Network stated that all peg-out operations have been digitized, visualized, and verifiable on-chain, and are presented in real-time through a public UI page. The current system is fully open-source, does not rely on trust assumptions, and has built a complete closed loop from BTC deposit, on-chain interaction to withdrawal. The project team believes that this capability will redefine the technical standards of Bitcoin zkRollup and lay the foundation for the practical usability of BTCFi.

ChainCatcher message, Bitget Onchain trading has launched the MEME tokens KOGE and M2 from the Solana and BNB Smart Chain ecosystems. Users can start trading in the on-chain trading section.Bitget Onchain trading aims to seamlessly connect CEX and DEX, providing users with a more convenient, efficient, and secure on-chain trading experience. Users can directly use their Bitget spot accounts (USDT/USDC) to trade popular on-chain assets. Currently, it supports popular public chains such as Solana (SOL), BNB Smart Chain (BSC), and Base.

ChainCatcher news, whale James Wynn posted on social media, "When you pay attention to the global M2 money supply, you will find that everything else is just noise." Accompanied by a picture showing the global M2 money supply is on an upward trend.

According to GMGN market information, the market capitalization of FARM2 briefly surpassed 3 million USD before retreating, currently reported at 2.61 million USD.ChainCatcher reminds users that the prices of related tokens are highly volatile, and users should invest with caution.

According to GMGN market information, the token FARM2, deployed under the real name of ai16z founder Shaw, has a market capitalization exceeding 1.9 million USD, with a 24-hour increase of 219.09%.Public information on Twitter shows that after repurchasing the tokens, Shaw established a metaverse farm model for the FARM2 community and guided FARM2 developers to integrate Eliza AI into the metaverse.ChainCatcher reminds users that the prices of related tokens are highly volatile, and users should invest with caution.