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X @mert | helius.dev
mert | helius.dev· 2025-07-03 19:24
I bet this goes hard if you have the technical comprehension of a rusty spooni) base took the solana concept of shreds, made it 10x slower, made it centralized, renamed them to blocks, and then said they're faster than solana blocksin other words, they literally changed the name of what already exists on solana and then started comparing it to a different concept to mislead peopleHere's the best partii) even with that, this gets them to 200ms — alpenglow consensus reduces solana finality to 100ms!in other w ...
X @Token Terminal 📊
Token Terminal 📊· 2025-07-03 17:43
RT Decentralised.Co (@Decentralisedco)The revenue meta is not a short-term, transitory conversation. It is the sign of a market trending towards efficiency.Our latest story breaks down our reasoning behind this, with data from @tokenterminalAccording to data from DeFiLlama, there are ±300 L1s and L2s. Of these, barely 10 have a TVL north of $1 billion. There are just as many with a daily protocol fee beyond $200k. From a price to sales perspective, Arbitrum and Optimism trade at healthy levels between 60 an ...
The Inverse Cramer AI Play: How Nebius Combines Tesla Vibes With Nvidia Muscle
Benzinga· 2025-07-03 17:21
Company Overview - Nebius Group NV is an AI infrastructure startup backed by Nvidia, focusing on autonomous mobility and decentralized AI [1][5] - The U.S.-based subsidiary, Avride Inc., powers real-world robotaxis and delivery bots for Uber and Uber Eats, with operations in Austin, Dallas, and Jersey City [2][3] Technology and Operations - Avride's self-driving vehicles are retrofitted Hyundai Ioniq 5s equipped with advanced sensors and custom compute hardware [3] - The company is also deploying delivery robots that can navigate urban environments, with operations extending from the U.S. to Seoul [3] Strategic Partnerships - In March 2025, Nebius formed a strategic partnership with Hyundai to develop commercial robotaxis, enhancing its market position [4] - All manufacturing of delivery robots is conducted in Taiwan, strengthening its supply chain capabilities [4] Market Position and Investment Sentiment - Nebius aims to establish itself as the leading AI operating system for autonomous mobility, leveraging Nvidia's support and avoiding the constraints of legacy automakers [5] - The company's growth is viewed positively by contrarian investors, especially as Jim Cramer has opted not to invest, which some interpret as a bullish signal [6]
Adecoagro And Tether To Power Bitcoin Mining With Renewable Energy In Brazil
Prnewswire· 2025-07-03 13:31
Core Insights - Adecoagro S.A. and Tether Holdings have signed a Memorandum of Understanding to explore a strategic collaboration focused on bitcoin mining [1] - The project aims to leverage renewable energy assets to support the digital economy and enhance grid stability [2] Company Overview - Adecoagro is a leading sustainable production company in South America, owning 210.4 thousand hectares of farmland and producing over 3.1 million tons of agricultural products and over 1 million MWh of renewable electricity [6] - Tether is a pioneer in stablecoin technology, aiming to revolutionize the global financial landscape and promote financial inclusion [7] Project Details - The collaboration will explore the potential of bitcoin mining as an alternative demand for Adecoagro's renewable energy, which has over 230 MW of electrical generation capacity [4] - The project will utilize Tether's Mining OS for site management, which will be open-sourced in the coming months [5] - The initiative is expected to stabilize energy sales on the spot market while providing exposure to bitcoin's upside potential [3] Strategic Goals - The partnership aims to unlock efficiencies at the intersection of agriculture, energy, and technology, diversifying Adecoagro's energy strategy [3][4] - Both companies plan to provide further updates as the project evolves, indicating a commitment to transparency and collaboration [5]
X @CoinDesk
CoinDesk· 2025-07-03 13:21
ANALYSIS: 🇺🇸Despite bitcoin’s growing global relevance, the U.S. still holds zero BTC in its national reserves.While countries like El Salvador are accumulating, and geopolitical rivals explore digital assets, the U.S. remains on the sidelines, risking strategic and financial disadvantage in a world shifting toward decentralized value. ...
DeFi Development Corp. Purchases 17,760 SOL, Resumes SOL Accumulation Strategy
Globenewswire· 2025-07-03 13:00
BOCA RATON, FL, July 03, 2025 (GLOBE NEWSWIRE) -- DeFi Development Corp. (Nasdaq: DFDV) (the “Company”) the first public company with a treasury strategy built to accumulate and compound Solana (“SOL”), announced today the purchase of 17,760 Solana (“SOL”) at an average purchase price of $153.10 and valued at approximately $2.72 million. Following the transaction, DeFi Development Corp. now holds a total of approximately 640,585 SOL and SOL equivalents, valued at approximately $98.1 million, inclusive of st ...
SharpLink Gaming to Ring Nasdaq Closing Bell on July 7, 2025; Celebrating Ethereum Treasury Milestone
Globenewswire· 2025-07-03 13:00
Core Insights - SharpLink Gaming, Inc. is the largest publicly traded company to adopt Ethereum (ETH) as its primary treasury reserve asset, marking a significant milestone in its corporate evolution [1][5] - The company's strategic adoption of ETH aligns it with the future of decentralized finance (DeFi), redefining traditional treasury management with a digital capital strategy [2][3] Company Strategy - By integrating ETH into its treasury operations, SharpLink aims to embrace a resilient and transparent store of value, promoting institutional trust and technological progress [3] - The decision to incorporate Ethereum into its treasury reflects a broader institutional acknowledgment of the growing legitimacy and utility of digital assets [3][5] Industry Impact - SharpLink is positioned as a trailblazer in demonstrating how digital assets can coexist with public market discipline and corporate governance [4] - The company is reimagining the future of online gaming and sports betting, leveraging smart contracts, DeFi protocols, and Web3 infrastructure to transform the multi-billion-dollar iGaming industry into a more dynamic and equitable ecosystem [6]
DeFi Development Corp. Announces June 2025 Business Update
Globenewswire· 2025-07-02 20:15
BOCA RATON, FL, July 02, 2025 (GLOBE NEWSWIRE) -- DeFi Development Corp. (Nasdaq: DFDV) (the “Company” or “DeFi Dev Corp.”), the first US public company with a treasury strategy built to accumulate and compound Solana (“SOL”), today released its June 2025 Shareholder Letter and Business Update. To read the full update, please visit: https://defidevcorp.com/investor. A video update featuring CEO Joseph Onorati, CFO John Han, COO & CIO Parker White, and Head of Investor Relations Dan Kang will be uploaded to ...
X @Token Terminal 📊
Token Terminal 📊· 2025-07-02 18:44
RT Token Terminal 📊 (@tokenterminal)💵🌱 @placeholdervc co-led @orca_so's $18M Series A in 2021.Four years later, Orca is among the top DEXs on @solana. https://t.co/IobBDzbjTb ...
5 Top S&P 500 Finance Stocks Outperforming the Index in 1H25
ZACKS· 2025-07-02 15:46
Core Insights - The financial services sector outperformed expectations in the first half of 2025, driven by modest economic expansion, decent loan demand, higher interest rates, increased market volatility, and ongoing business restructuring initiatives [1][2][8] Sector Performance - The financial services sector gained over 7% in the January-June period, surpassing the S&P 500 Index's 4.9% rise [2] - Higher interest rates, technology investments, loan growth, and market volatility contributed to the sector's strength [8] Technology and Innovation - Increased use of innovative trading platforms and the adoption of artificial intelligence (AI) are expected to enhance profitability for finance firms in the long run, despite initial technology-related expenses [3] Top-Performing Stocks - Five top-performing stocks in the financial services sector include Coinbase Global (COIN), W. R. Berkley Corporation (WRB), Northern Trust (NTRS), Goldman Sachs (GS), and Charles Schwab (SCHW) [4][8] Coinbase Global (COIN) - Coinbase is positioned to benefit from increased crypto market volatility, with 84% of its revenues coming from the U.S. market [9] - The company is investing in infrastructure and platforms like Base to enhance the practical use of crypto [10] - Coinbase ended Q1 2025 with $10.2 billion in USD resources, a 6.7% increase from the end of 2024 [12] W. R. Berkley Corporation (WRB) - WRB has been investing in startups and expanding into international markets, with a 10.2% year-over-year increase in net premiums written in Q1 2025 [15] - The company is experiencing growth across all business lines except for professional liability and workers' compensation [16] Northern Trust (NTRS) - Northern Trust is focusing on organic expansion and has launched Family Office Solutions to attract ultra-high-net-worth clients [20] - The company reported a return on equity (ROE) of 13% in Q1 2025, indicating progress towards sustainable profitability [22] Goldman Sachs (GS) - Goldman Sachs is restructuring to refocus on core strengths, including the transfer of its GM credit card business and the sale of GreenSky [24][25] - The company expects a recovery in investment banking revenues in the second half of 2025 as economic conditions stabilize [26] Charles Schwab (SCHW) - Schwab is benefiting from a high-interest-rate environment, with its net interest margin improving to 2.12% by the end of Q1 2025 [30] - The company has a strong cash position of $35 billion and a total debt of $39.9 billion as of March 31, 2025 [33]