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X @Michaël van de Poppe
Michaël van de Poppe· 2025-12-04 16:45
The bridge between traditional finance and on-chain isn't solely coming from Web 3.This can also be due to crypto companies, listed on the Nasdaq, building for the same purpose.$DEFT is one of them, they are correlated with the price movements of the Web 3 markets, and therefore, they might be an interesting company to look at if you're interested in building exposure outside of tokens.They have just released big news surrounding the listing of four digital asset ETP's in Brazil. A great step forward.Now, i ...
X @Michaël van de Poppe
Michaël van de Poppe· 2025-11-30 10:30
Web3 Industry Status - The Web3 industry's current status and the role of $LINK are key discussion points [1] Chainlink's Role - Sergey Nazarov's insights on Chainlink's ($LINK) role in Web3 are highlighted [1]
X @Michaël van de Poppe
Michaël van de Poppe· 2025-11-27 18:16
Market Analysis - The Web 3 ecosystem's total market capitalization does not indicate a bear market scenario [1] - The current market situation is viewed as a regular correction within an overall upward trending bull market [1] - The industry anticipates significant upside potential for Altcoins, contingent on the monthly 20-MA remaining below the current price [1]
X @OKX
OKX· 2025-11-26 23:31
This is the new internet.⚫ Web 1 → Static⚫ Web 2 → Interactive⚪ Web 3 → Decentralized ...
$1,000 NVDA "Conservative?" Phil Panaro's Case for "Trillions" in Nvidia Revenue
Youtube· 2025-11-20 16:30
Core Insights - Nvidia's earnings report exceeded expectations, driven by the ongoing AI boom, resulting in a share price increase of over 40% this year [1][2] - The broader semiconductor industry is also experiencing gains, with companies like Intel, Broadcom, and AMD seeing significant stock price increases following Nvidia's report [2] Financial Performance - Nvidia reported over $50 billion in revenue for a single quarter, which is double its performance for the entire year of 2023 [5] - The company is projected to achieve $1 trillion in revenue by 2030, capturing a significant portion of the anticipated $10 trillion transition to web 3 technologies [7][9] Market Dynamics - The shift from CPUs to GPUs is highlighted as a key driver of Nvidia's growth, with 90% of its revenue coming from data centers [8][12] - There is a supply constraint for Nvidia's chips, with 12 orders for every chip available, indicating strong demand [12] Technological Impact - The transition to AI is compared to the historical impact of electricity, suggesting that AI is still in its early stages of integration into various sectors [6] - Nvidia's GPUs are essential for AI workloads, providing ten times the performance of CPUs while being more cost-effective and energy-efficient [13] Future Outlook - Predictions suggest Nvidia's stock could reach $1,000 per share, supported by its strong product performance and market position [10] - The potential for revenue growth in the physical AI space, such as creating digital twins for infrastructure, is identified as a significant opportunity for Nvidia [15][16]
X @Michaël van de Poppe
Michaël van de Poppe· 2025-11-12 19:30
$CC is an exciting new chain, as it has massively strong backers and it's onboarding institutions into the Web 3 ecosystem.It's providing a solution for one of the biggest problems within the entire ecosystem: providing enough privacy for institutions to participate in a new world.On top of that, 700+ institutions are part of the ecosystem.A strong launch, and it was quickly bought up in the dip after TGE.Building up a new upwards trend, signalling that there's more upwards momentum to come.Canton Network ( ...
BITGO HOLDINGS(BTGO) - Prospectus(update)
2025-11-07 22:28
As filed with the U.S. Securities and Exchange Commission on November 7, 2025 Registration No. 333-290409 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 BITGO HOLDINGS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) Delaware 6199 82-3998490 (I.R.S. Employer Identificati ...
Skepticism on AMZN & OpenAI Deal: "Two Stooges" Against NVDA
Youtube· 2025-11-03 21:30
Core Viewpoint - The recent deal between Amazon and OpenAI is seen as a significant move in the AI sector, with implications for data monetization and competitive dynamics among tech companies [1][12]. Company Insights - Amazon is characterized as a "fast follower" in the tech industry, often capitalizing on existing innovations rather than leading them [3][19]. - OpenAI is criticized for shifting from its original open-source mission to a profit-driven model, raising concerns about data ownership and ethical practices [3][6][18]. - Nvidia is recognized as a leader in semiconductor technology, with its processing power being essential for AI advancements [2][12]. Industry Dynamics - The integration of AI and data systems is viewed as a monetization strategy, with companies needing to respect data sovereignty and ownership [8][9]. - There is a growing concern about the fragility of the technological infrastructure in the U.S. to support the increasing demands of AI [14][15]. - The energy requirements for AI operations are highlighted as a critical issue, with current power grids being inadequate to support future ambitions [14][16]. Ethical Considerations - The ethical implications of AI development are emphasized, with a call for technologies that benefit the broader public rather than just wealthy corporations [18][19]. - Companies like OpenAI are seen as lacking the necessary ethical framework to ensure that AI advancements serve the interests of all stakeholders [18].
宇信科技
2025-11-01 12:41
Summary of the Conference Call Company Overview - The conference call was held by Yuxin Technology, discussing the company's performance in the first three quarters of 2025, highlighting the overall operational strategy and financial results. Key Points Financial Performance - **Revenue Growth**: The company reported fluctuations in revenue with no significant growth, but net profit excluding share-based payments increased by 29% year-on-year, while the net profit including share-based payments saw a 205% increase [2][3]. - **Investment Income**: There was a decrease in investment income of approximately 30 million compared to the previous year, contributing to perceived volatility in quarterly profits [3]. - **Cash Flow**: The software business experienced a significant cash inflow, with a 157% year-on-year increase in operating cash flow, indicating strong operational quality and customer recognition [3][4]. - **Gross Margin Improvement**: The gross margin for core business increased by 1.2 percentage points year-on-year, with specific improvements in banking technology solutions [4][5]. Business Segments - **Innovation Operations**: The innovation operations segment grew by 30% in the first three quarters, benefiting from overseas contributions [5]. - **Non-Banking IT Solutions**: This segment saw a 7.8% growth, attributed to an increased hardware component [5]. - **Client Base**: Major banks and joint-stock banks accounted for 50% of revenue, with a focus on large clients [5][6]. Strategic Initiatives - **AI Development**: The company is actively developing AI solutions, including a collaboration with rural commercial banks for an AI model integration [17][18]. Orders related to AI are expected to double compared to the previous year [18]. - **Digital Currency Projects**: Yuxin Technology has established itself as a key player in digital currency projects, having successfully launched a digital wallet and smart contract system for overseas markets [20][21][22]. - **Financial Cloud Services**: The company is enhancing its financial cloud services, focusing on GPU-based solutions to empower small and medium-sized banks [33][34]. Market Outlook - **IT Budget Trends**: Large banks are expected to maintain stable IT investments, while small and medium-sized banks may face challenges due to budget constraints and the need for operational changes [40][41]. - **Opportunities in Overseas Markets**: The company sees significant potential in overseas markets, particularly in the context of digital currency and Web 3.0 developments [51][52]. Challenges and Risks - **Market Competition**: Small and medium-sized banks may struggle with competition and operational efficiency, leading to potential consolidation in the sector [41][42]. - **Regulatory Environment**: The company is navigating a complex regulatory landscape, particularly concerning digital currency and financial technology [46][47]. Additional Insights - **R&D Investment**: The company maintains a high R&D investment rate of around 13%, crucial for sustaining technological leadership [7][8]. - **Talent Acquisition**: There is a focus on attracting talent related to AI and Web 3.0 to support ongoing innovation [12]. Conclusion - Yuxin Technology is positioned for growth with a strong focus on innovation, AI, and digital currency projects, while also facing challenges in the competitive landscape and regulatory environment. The outlook for the next year appears optimistic, particularly in overseas markets and emerging technologies.
X @Michaël van de Poppe
Michaël van de Poppe· 2025-10-26 12:14
Project Overview - Alkimi is considered a significantly mispriced project within the Web 3 ecosystem [1] - The project is continuously developing and delivering [1] - Alkimi ranks among the top 50 revenue-generating projects in the entire Web 3 ecosystem [1] Partnerships and Development - The project has secured massive partnerships [2] - The project is continuously building [2]