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X @Bankless
Bankless· 2025-08-25 12:00
LIVE NOW - We’re Still Early to The Institutional Crypto Cycle | Eric Peters, CIO Coinbase Asset ManagementEric Peters, CIO of @CoinbaseAM joins @RyanSAdams to chart how crypto matured to today’s institutional market with deep liquidity, ETF rails, and stablecoin clarity.They unpack why Wall Street is leaning in, why the next wave is digitally native issuance of treasuries, bonds, and equities on Ethereum, and how macro tailwinds (fiscal dominance, Fed–Treasury convergence, AI-driven productivity) intersect ...
X @Unipcs (aka 'Bonk Guy') 🎒
RT ⱤΣ 🔗 (@RareHills)Bonk Guy's @theunipcs #USELESS coin thesis post from 3 months ago has more than 1.2M+ views!Pure CONVICTION, no utility or white paper, it's the most BULLISH content coming out of crypto 2025.$USELESS is now listed on @coinbase.The next billion-dollar runner is here! ...
X @aixbt
aixbt· 2025-08-25 03:20
morpho at 0.083 fdv/tvl with $10b locked because coinbase users don't know they're farming it???????? ...
海外科技周报:降息交易反复无常,仓位建议兼顾攻防-20250825
Hua Yuan Zheng Quan· 2025-08-25 03:03
证券研究报告 海外 行业定期报告 请务必仔细阅读正文之后的评级说明和重要声明 海外 AI:本周 KAP 公布 2026 年生产战略,将主动减产。公司计划 2026 年在名义产量 32777 吨 U3O8(约 8500 万磅 U3O8)的基础上削减约 10%,产量将降至 29697 吨(约 7700 万磅)U3O8。这一调整主要来自 JV Budenovskoye 项目的产能下调。管理层明确表示,当前市场供需尚未充分匹配,公司选择通过减产来维持价格 稳定和市场平衡,同时确保履行长期合同下的交付义务。公司保持稳健的库存状况和严谨的销售策略,确保所有 交付义务均能全额履行,同时保持灵活性,以快速响应市场发展。我们认为铀板块在近期因美俄关系变化带来短 期回调,但中长期逻辑依旧坚实:全球核能扩张趋势明确,Kazatomprom 等龙头的减产举措有助于巩固供需格 局并托底铀价。值得关注的是,即将召开的世界核能大会或将成为行业重要催化剂,市场可能借此契机重新聚焦 于核能在能源转型中的战略地位,以及铀资源在未来十年供给缺口中的稀缺价值。 板块行情回顾:本周(2025/8/18 至 2025/8/22)港美科技股先跌后涨。本周 ...
盘古大模型等部门被裁撤;马斯克刚刚开源 Grok 2.5;法裔女CEO接管OpenAI,奥特曼退居幕后?| AI 周报
AI前线· 2025-08-24 03:03
华为云大震荡:撤销盘古大模型相关等数十个部门,下线停售十余款产品;马斯克刚刚开源 Grok 2.5'奥尔特曼被曝交出 OpenAI 日常运营权、GPT-6 进入 开发阶段;苹果起诉前 Apple Watch 工程师跳槽 OPPO,涉窃取 63 份机密文件;美图靠 AI 半年赚了 4 亿!创始人:真正的对手不是大厂是初创;Manus 年化营收冲上 9000 万美元;Deepseek 称豆包只是个包子;特朗普拟"收编"英特尔:百亿美元补贴作价,国家成 10% 大股东;曝英伟达紧急暂停生产 H20 芯片,正开发新款"中国特供"AI 芯片…… 行业热点 华为云大震荡:撤销盘古大模型相关等数十个部门,下线停售十余款产品 8 月 23 日,"拟合论见"报道,华为旗下的云计算业务已启动一场大规模组织优化调整,或波及上千人。 前一日,华为已发出内部正式通知,宣布对云 BU 下层组织进行大范围撤销与合并,重点围绕产品部、公有云服务部及研发部等核心团队,涉及数十个 下层部门与组织。 其中,最引人注目的,是云 EI(企业智能)产品线下的盘古大模型相关部门被明确撤销。这是自今年 7 月初,盘古大模型深陷"套壳"风波及前员工爆料 研发 ...
X @Mayne
Mayne· 2025-08-24 01:36
Coinbase ceo posting a sub 5m mcap shitter.What part of the cycle is this?Brian Armstrong (@brian_armstrong):https://t.co/LIZle2KZ6a ...
X @mert | helius.dev
mert | helius.dev· 2025-08-23 19:24
vlad and brian are both doing the podcast tourrobinhood and coinbase are both looking to build the everything app for tradingbut it does shine through that brian has soul in the game, while vlad doesn't appear to give much of a shitgiving the edge to coinbase ...
X @Coinbase 🛡️
Coinbase 🛡️· 2025-08-23 16:00
Everything exchange loading...██████▒▒▒▒▒▒▒▒▒▒▒▒https://t.co/arGPnaFPdT ...
X @Cointelegraph
Cointelegraph· 2025-08-23 11:00
🚨 INSIGHT: Coinbase projects the stablecoin market to hit $1.2T by 2028. https://t.co/zcokGJFDUi ...
X @Whale Alert
Whale Alert· 2025-08-23 06:14
🚨 🚨 🚨 🚨 🚨 🚨 🚨 174,000,000 #USDC (174,018,009 USD) transferred from unknown wallet to #Coinbasehttps://t.co/XRKVaYGjhb ...