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债市日报:6月26日
Xin Hua Cai Jing· 2025-06-26 10:02
【海外债市】 北美市场方面,当地时间周三(6月25日),美债收益率全线走低,2年期美债收益率跌4.02BPs报 3.7786%,3年期美债收益率跌1.14BPs报3.7484%,5年期美债收益率跌1.59BP报3.845%,10年期美债收 益率跌0.59BP报4.2906%,30年期美债收益率跌0.31BP报4.8311%。 新华财经北京6月26日电(王菁)债市周四(6月26日)稍回暖,国债期货主力多数收平,银行间现券收 益率回落1BP左右;公开市场单日净投放3058亿元,临近季末,资金利率涨跌互现,月内品种仍延续上 行。 机构认为,总量工具观察期,维持流动性充裕诉求下,预计MLF、买断式逆回购等常规流动性工具将 维持净投放。央行净投放展示呵护态度,但季末资金面仍存扰动,机构交易偏谨慎。债市关键变量仍然 缺位,震荡格局难免。 【行情跟踪】 国债期货收盘多数持平,30年期主力合约涨0.10%报120.720,10年期主力合约跌0.02%报108.950,5年 期主力合约持平于106.170,2年期主力合约持平于102.510。 银行间主要利率债收益率纷纷下行。截至发稿,30年期国债"25超长特别国债02"收益率 ...
X @Lookonchain
Lookonchain· 2025-06-26 01:09
The #Trump Meme Team removed 4.4M $USDC and 347,438 $TRUMP($3.12M) in liquidity 6 hours ago.They then bridged 4.4M $USDC to #Ethereum and transferred 347,438 $TRUMP($3.12M) to a new wallet.https://t.co/ORSLE6vJiAhttps://t.co/SYyNae1nio https://t.co/okTk1u0Ow9 ...
Freddie Mac Issues Monthly Volume Summary for May 2025
Globenewswire· 2025-06-25 20:30
MCLEAN, Va., June 25, 2025 (GLOBE NEWSWIRE) -- Freddie Mac (OTCQB: FMCC) today posted to its website its Monthly Volume Summary for May 2025, which provides information on Freddie Mac’s mortgage-related portfolios, securities issuance, risk management, delinquencies, debt activities and other investments. Freddie Mac’s mission is to make home possible for families across the nation. We promote liquidity, stability and affordability in the housing market throughout all economic cycles. Since 1970, we have he ...
AGNC Investment vs. Arbor Realty: Which mREIT Offers Better Prospects?
ZACKS· 2025-06-25 15:46
Core Viewpoint - AGNC Investment Corp. (AGNC) and Arbor Realty Trust, Inc. (ABR) present distinct investment opportunities for income-focused investors, with AGNC being the more prudent choice due to its risk management and dividend sustainability [1]. Group 1: AGNC Investment Corp. (AGNC) - AGNC follows an active portfolio-management strategy, adjusting its portfolio and hedging against market volatility [2]. - As of March 31, 2025, AGNC has a significant hedge position covering 91% of its outstanding balance, which enhances cash flow stability and long-term growth prospects [3]. - The company holds $77.9 billion in Agency mortgage-backed securities (MBS), benefiting from government guarantees, which positions it for attractive risk-adjusted returns [4]. - AGNC's current dividend yield is 15.47%, significantly higher than the industry average of 11.98%, with a payout ratio of 81% [5]. - As of March 31, 2025, AGNC's liquidity stands at $6 billion, with a modest leverage of 7.5X, indicating a sustainable capital distribution plan [6]. - AGNC shares have appreciated by 11.7% over the past year, while it trades at a forward P/E of 5.70X, which is a discount compared to the industry average of 7.96X [11][14][17]. Group 2: Arbor Realty Trust, Inc. (ABR) - Arbor Realty focuses on loans for multi-family and commercial real estate, with expectations of improved mortgage originations as rates decline [7]. - ABR's current dividend yield is 11.37%, but it has a concerning payout ratio of 115% and recently cut its dividend by 30.3% [8]. - As of March 31, 2025, ABR's liquidity is weak, with only $508 million in cash against long-term debt of $4.8 billion, raising concerns about its capital distribution sustainability [8]. - ABR has significant exposure to underperforming multi-family loans, having foreclosed on seven non-performing loans totaling $196.7 million in Q1 2025 [10]. - The Zacks Consensus Estimate indicates a year-over-year earnings decline of 32.2% for ABR in 2025, with downward revisions suggesting a cautious outlook [19][21]. - ABR shares have declined by 16.2% over the past year and trade at a forward P/E of 8.47X, which is at a premium compared to its five-year median [11][14][17]. Group 3: Comparative Analysis - AGNC's robust interest rate hedging and strong liquidity provide stability amid market volatility, while ABR's elevated payout ratio and recent dividend cut raise concerns [22][23]. - For investors seeking stable income with lower risk, AGNC is currently the more favorable investment option compared to ABR [23].
Eyenovia Announces Co-Branded Validator with Kinetiq 
Globenewswire· 2025-06-25 12:30
Core Insights - Eyenovia, Inc. has launched a co-branded Hyperliquid validator in collaboration with Kinetiq, marking a significant advancement in its onchain engagement strategy [1][2][3] - The validator initiative is part of Eyenovia's strategy to actively engage with ecosystem projects, potentially allowing investors to benefit from both asset performance and strategic participation [5] - Eyenovia has acquired 1,040,584.5 HYPE tokens to support network stability and security through validator operations [2][4] Company Overview - Eyenovia is a pioneering digital ophthalmic technology company and the first publicly listed U.S. company to build a strategic treasury of Hyperliquid's native token, HYPE [8] - The company is also developing the Optejet User Filled Device (UFD) for topical ophthalmic treatments, which aims to improve patient compliance and treatment outcomes [9] Hyperliquid Platform and HYPE Token - Hyperliquid is a layer one blockchain optimized for high-frequency trading, featuring onchain perpetual futures and spot order books with 70 millisecond block times [6] - HYPE, the native token of Hyperliquid, provides utility through reduced trading fees and has become the 12th-largest cryptocurrency by market capitalization, with over 25 million HYPE sequestered as of June 2025 [7]
华为/宁德时代/阳光电源/字节/比亚迪/中兴/美团/百度/瓦克/施耐德......
DT新材料· 2025-06-24 15:32
Core Viewpoint - The article discusses the upcoming "2025 Liquid Cooling Industry Innovation and Application Forum" organized by DT New Materials, highlighting its significance in the liquid cooling technology sector and the participation of various industry leaders [3][10]. Event Details - The forum will take place from July 3 to July 5, 2025, in Dongguan, Guangdong [3][10]. - Over 300 industry professionals are expected to attend, with activities including product displays and report exchanges [3]. Agenda Overview - The event will feature a detailed agenda, including registration, opening activities, keynote speeches, and specialized reports on liquid cooling technologies [4][11]. - Notable topics include future technology trends in liquid cooling, applications of liquid cooling plates for high-power IGBT/SiC chips, and innovations in liquid cooling solutions for data centers [13][20]. Accommodation and Transportation - Various hotel options are available near the venue, with prices ranging from 180 to 350 RMB per night [6][8]. - Transportation details from major airports and train stations to the venue are provided, including estimated costs and travel times [9]. Registration and Fees - Registration fees are set at 2800 RMB for regular attendees and 1200 RMB for students, with on-site fees being slightly higher [32][33]. - Payment methods include bank transfer and Alipay, with specific instructions for registration completion [33].
X @Ignas | DeFi
Ignas | DeFi· 2025-06-24 07:34
Wait, so Katana launching because a proposal to use assets idly sitting on the Polygon bridge failed due to backlash?Instead, Polygon incubates Katana as an L2 on Polygon (making Katana an L3?).The proposal to use bridge funds caused Aave to abandon Polygon altogether as it would:1) deposit assets to a competitor Morpho2) pose significant risks to bridgoooorsKatana is a compromise or a second-best option.But it makes sense as Polygon's bridge funds won't be touched. And $POL stakers will get 15% of the KAT ...
How a $70B Fund Manager Thinks About Investing in IPOs 💵
All-In Podcast· 2025-06-24 03:44
Do you care about how these companies go public. Like do you care about spack versus direct listing versus IPO. I don't.I only care about the quality of the underlying asset and what I think it can be worth 5 years from now. Now, obviously I do care about the liquidity that I'm getting in the IPO Chimoth. Am I getting a million or 100 million or a billion as the float, right.That's number one. And obviously, I also do care about the percentage that is floating and I do care about the lockup. Those three ele ...
Greenway Technologies Announces Uplisting to OTCQB Venture Market
Globenewswire· 2025-06-23 15:20
ARLINGTON, TX, June 23, 2025 (GLOBE NEWSWIRE) -- Greenway Technologies, Inc. (OTCQB: GWTI) (“Greenway”), an advanced gas-to-liquids (“GTL”) and gas-to-hydrogen (“GTH”) technology development company, announced today that it has successfully uplisted its common stock from the OTC® Pink Market to the OTCQB® Venture Market (“OTCQB”). The uplisting was processed and approved by OTC Markets Group Inc., and Greenway’s common stock commenced trading on the OTCQB on June 20, 2025. Greenway will continue to trade un ...
Bitcoin Price HOLDS KEY LEVEL! Iran Tensions & Bullish Cardano ADA + Polkadot DOT Momentum
Coin Bureau· 2025-06-23 14:09
Reset the clock. BTC dips below 100K for the first time since May as geopolitical uncertainty reaches new heights. America gets involved. Speaking of which, the situation in the Middle East takes a fresh twist as the US bombs Iran's nuclear sites. Can the markets rebound? Token swaps. It's not just regular companies adopting Bitcoin treasury strategies. Now, altcoin projects are starting to stack BTC 2, Gigabrain move or last roll of the dice and a look at the top performing cryptos, tweets of the week, dat ...