Grayscale

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Grayscale

Hyperliquid的新网站已上线。
我们很高兴能与一群塑造数字资产未来的杰出公司一同亮相。

Grayscale

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Grayscale

以太坊$ETH和Solana$SOL可能会变得更稀缺。

两个网络的新提案旨在销毁更多代币并降低通胀，从而减少未来供应。如果通过，到2031年，ETH和SOL的年通胀率可能低于黄金（1.8%）和美国CPI（3.3%）。

更多关于协议代币经济学的信息，请关注The Stack:

Grayscale

@Grayscale · 08-12 03:20

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AI的采用将创造对公共区块链的需求，这些区块链正是为此而构建的：

↳ 支付：@ethereum $ETH 和 @solana $SOL 为代理金融提供结算基础设施。
↳ 身份：@worldnetwork $WLD 可以提供可验证的在线身份，以区分人类和代理。
↳ 网络：@opentensor $TAO 提供了一个去中心化的替代方案，以对抗由前沿实验室主导的封闭式AI。

更多内容请阅读我们关于The Stack的研究。

Grayscale

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Grayscale

21至43岁的投资者中，53%已将资金配置到另类资产，如私募股权和加密货币。随着约$100T的财富转移给下一代，这一转变可能成为加密市场的持久利好。更多关于另类投资的内容请阅读The Stack。

Grayscale

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Grayscale

数字资产行业在没有CLARITY的情况下已经運作了大约17年，并且将继续如此。参议院推迟了对CLARITY法案的投票，但影响微乎其微。监管指导和SEC已经在帮助构建代币化资产的框架，推动行业前进。在The Stack上阅读更多关于CLARITY的内容。

Grayscale

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Grayscale

Grayscale

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Grayscale

本周的硬件钱包漏洞对比特币自我托管和整个社区来说是一次痛苦的挫折。以下是投资者应该知道的：
↳比特币没有被黑客攻击。其区块链和密码学仍然完好无损。
↳加密货币网络安全损失呈下降趋势，处于九年低点。
↳比特币ETP提供了自我托管的替代方案。

自我托管是比特币金融主权承诺的核心。对于那些寻求替代方案的人来说，比特币ETP值得探索。

更多内容请阅读The Stack:

Grayscale

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Grayscale

灰度研究认为，链上金库可能突破传统金融。类似于担保贷款凭证（CLO），金库将资金汇集到管理组合中，但完全在链上。如今，链上金库持有约70亿美元的总锁仓价值（TVL），仅为约1.5万亿美元CLO市场的一小部分。更多内容请阅读The Stack。

Grayscale

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Grayscale

$HYPE 以约15-18倍的远期市盈率交易。@HyperliquidX 拥有实际现金流，因此可以像股票一样估值，但基于每个代币的收益，而非每股收益。以此为基础，与$COIN、$HOOD和$CRCL等金融科技同行相比，它仍然显得便宜。了解更多信息，请访问Stack。

Grayscale

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Grayscale

2013年，@Ripple 还只是一家支付公司。如今，它涵盖了托管、支付、原生稳定币、资金管理和主经纪商业务，全部整合在一个屋檐下。@_JackMcDonald_，Ripple高级副总裁，加入Grayscale探讨公司如何构建全栈金融基础设施。

Grayscale

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Grayscale

多个链正以不同方式推动代币化。$ETH → 最大的RWA市场所在地，$SOL → @xStocksFi所在地，$LINK → 为@The_DTCC提供动力，$AVAX → 为Apollo的代币化信贷提供动力。

Grayscale

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Grayscale

CLARITY法案可以为行业带来与加密货币ETF相同的作用：解锁下一波采用浪潮。

Grayscale

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Grayscale

Hyperliquid自2024年成立以来，累计交易费用已超过$1.2B。在@HLglobal_，@LowBeta，Grayscale研究主管，分析了引起Grayscale关注的一个原因：回购销毁模式，即收入直接回流至代币价值积累。

Grayscale

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Grayscale

对于$BTC持有者，比特币备兑看涨期权将横盘市场转化为收益机会。

假设情况下，BTC现货为$65K，预期波动率40%：
↳ ~22%年化收益率
↳ 盈亏平衡点接近$58.5K
↳ 高于现货的回报直到$72.5K

更多关于比特币收入的信息来自@LowBeta在The Stack上。

Grayscale

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Grayscale

金融类加密板块协议，如$HYPE @HyperliquidX，由真实现金流、稳定币、代币化和区块链采用驱动，表现优于消费者与文化板块代币。阅读@LowBeta在Stack上关于市场如何奖励基本面的内容：

Grayscale

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Grayscale

代币化股权是当今金融市场中区块链应用最清晰的例子之一。三种模式正在出现：

↳ 包装：代币包装在SPV（特殊目的载体）中持有的股权。目前70%以上的代币化股票使用此模式。
↳ 权益：@The_DTCC 正在通过@CantonNetwork 将现有证券上链。
↳ 发行人赞助：公司原生在链上发行股票。@Securitize 在其纽交所上市时率先做到。青睐@ethereum、@solana和@avax。

更多关于代币化的内容来自灰度研究的Stack。

Grayscale

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Grayscale

机构和学术界汇聚在@HLglobal_，讨论关于Hyperliquid的研究。没有剧透，但灰度研究主管@LowBeta将会出席。

Grayscale

"Grayscale, the world's largest digital asset-focused investment platform // 服务条款: grayscale.com/terms-of-servi…"

Grayscale

每种资产都有自己的叙事：$BTC 数字货币 $ETH 世界计算机 $XRP 全球支付 $SOL 高性能 $HYPE 24/7链上交易 $LINK 代币化与预言机 $SUI 下一代基础设施 $AVAX 大规模定制

Grayscale

@Grayscale · 07-07 08:15

"Grayscale, the world's largest digital asset-focused investment platform // 服务条款: grayscale.com/terms-of-servi…"

Grayscale

@Grayscale · 07-07 08:15

灰度研究认为 @Grayscale? 上周的 $BTC 销售可能降低融资风险并支持比特币价格稳定。最近的 ~$216M 销售增加了美元储备，以覆盖 ~17 个月的股息支付。$STRC 的反弹表明投资者对这一决定反应积极。更多关于策略的信息，请阅读 @LowBeta 在 Stack 上的文章。

Grayscale

@Grayscale · 07-08 14:15

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Grayscale

@Grayscale · 07-08 14:15

链上借贷始于以比特币和以太坊为抵押的借款，随后演变为循环和流动性质押代币。下一个前沿：受高于联邦基金利率的收益吸引，将现实世界信贷产品上链。

像Aave @aave这样的协议正以更低的资本成本引领链上借贷，这是根据我们与@luigidemeo的对话。

Grayscale

"Grayscale, the world's largest digital asset-focused investment platform // 服务条款: grayscale.com/terms-of-servi…"

Grayscale

Grayscale

"Grayscale, the world's largest digital asset-focused investment platform // 服务条款: grayscale.com/terms-of-servi…"

Grayscale

机构和学术界汇聚在@HLglobal_，讨论关于Hyperliquid的研究。没有剧透，但灰度研究主管@LowBeta将会出席。

Grayscale

"Grayscale, the world's largest digital asset-focused investment platform // 服务条款: grayscale.com/terms-of-servi…"

Grayscale

Grayscale

"Grayscale, the world's largest digital asset-focused investment platform // 服务条款: grayscale.com/terms-of-servi…"

Grayscale

Grayscale

"Grayscale, the world's largest digital asset-focused investment platform // 服务条款: grayscale.com/terms-of-servi…"

Grayscale

Grayscale

"Grayscale, the world's largest digital asset-focused investment platform // 服务条款: grayscale.com/terms-of-servi…"

Grayscale

Grayscale

"Grayscale, the world's largest digital asset-focused investment platform // 服务条款: grayscale.com/terms-of-servi…"

Grayscale

CLARITY法案可以为行业带来与加密货币ETF相同的作用：解锁下一波采用浪潮。

Grayscale

"Grayscale, the world's largest digital asset-focused investment platform // 服务条款: grayscale.com/terms-of-servi…"

Grayscale

Grayscale

"Grayscale, the world's largest digital asset-focused investment platform // 服务条款: grayscale.com/terms-of-servi…"

Grayscale

Grayscale

"Grayscale, the world's largest digital asset-focused investment platform // 服务条款: grayscale.com/terms-of-servi…"

Grayscale

Grayscale

"Grayscale, the world's largest digital asset-focused investment platform // 服务条款: grayscale.com/terms-of-servi…"

Grayscale

Grayscale

"Grayscale, the world's largest digital asset-focused investment platform // 服务条款: grayscale.com/terms-of-servi…"

Grayscale

Grayscale

"Grayscale, the world's largest digital asset-focused investment platform // 服务条款: grayscale.com/terms-of-servi…"

Grayscale

Grayscale

"Grayscale, the world's largest digital asset-focused investment platform // 服务条款: grayscale.com/terms-of-servi…"

Grayscale

Grayscale

"Grayscale, the world's largest digital asset-focused investment platform // 服务条款: grayscale.com/terms-of-servi…"

Grayscale

Grayscale

@Grayscale · 08-12 03:20

"Grayscale, the world's largest digital asset-focused investment platform // 服务条款: grayscale.com/terms-of-servi…"

Grayscale

@Grayscale · 08-12 03:20

Grayscale

"Grayscale, the world's largest digital asset-focused investment platform // 服务条款: grayscale.com/terms-of-servi…"

Grayscale

Grayscale

"Grayscale, the world's largest digital asset-focused investment platform // 服务条款: grayscale.com/terms-of-servi…"

Grayscale