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X @Messari
Messari· 2025-07-15 14:33
"We’re expecting the rise of more application specific chains, maybe coming in the form of L2s or as a L1 blockchain." - @SteimetzKinjiTradeTalks (@TradeTalks):.@MessariCrypto Enterprise Research Analyst @SteimetzKinji joined @JillMalandrino to discuss the parallel growth of the demand for tokenized assets and trading infrastructure.Watch the full video: https://t.co/ccfdxjCaWE https://t.co/mADwKFFXVY ...
BlackRock(BLK) - 2025 Q2 - Earnings Call Transcript
2025-07-15 12:30
BlackRock (BLK) Q2 2025 Earnings Call July 15, 2025 07:30 AM ET Speaker0Good morning. My name is Katie, and I will be your conference facilitator today. At this time, I'd like to welcome everyone to the BlackRock Incorporated Second Quarter twenty twenty five Earnings Teleconference. Our host for today's call will be Chairman and Chief Executive, Laurence D. Fink Chief Financial Officer, Martin S.Small President, Robert S. Capito and General Counsel, Christopher J. Meade. All lines have been placed on mute ...
BlackRock(BLK) - 2025 Q2 - Earnings Call Presentation
2025-07-15 11:30
Financial Performance - Assets Under Management (AUM) reached $12.5 trillion as of June 30, 2025[2] - Q2 2025 Base Fees and Securities Lending Revenue totaled $4.5 billion[2] - Q2 2025 Operating Income, as adjusted, was $2.099 billion[8] - Q2 2025 Net Income, as adjusted, was $1.883 billion[9] - Q2 2025 EPS, as adjusted, reached $12.05[9] Net Flows - Total BlackRock Retail Long-term net flows for Q2 2025 were $82 billion[5] - Institutional Long-term net flows for Q2 2025 were $(48) billion[5] - ETFs Long-term net flows for Q2 2025 were $85 billion[5] Revenue Breakdown - Base fees constitute 79% of the quarterly revenue[22] - Tech services & subscription revenue accounts for 9% of the quarterly revenue[22] - Securities lending revenue represents 2% of the quarterly revenue[22] Expense Breakdown - Employee compensation and benefits make up 50% of the quarterly expenses, as adjusted[33] - Sales, asset & account expenses account for 32% of the quarterly expenses, as adjusted[33] - General & administration expenses represent 18% of the quarterly expenses, as adjusted[33] Capital Management - Share repurchases for Q2 2025 amounted to $375 million[14] - Dividends per share for Q2 2025 were $5.21[16]
X @Ignas | DeFi
Ignas | DeFi· 2025-07-15 10:47
RT Pink Brains (@PinkBrains_io)ETH is becoming a corporate treasury asset.Inspired by Michael Saylor's BTC treasury strategy, companies are now pivoting to ETH, not just as passive reserves, but as yield-bearing, productive assets.Who's leading this race 🧵 https://t.co/59WFTWwdim ...
X @Bloomberg
Bloomberg· 2025-07-15 08:59
Some of China’s largest exchange-traded funds tracking long-term bonds have seen their biggest inflows in months, reflecting growing investor demand for safer assets even as signs of economic resilience emerge. https://t.co/V2rcwBxvuX ...
X @Cointelegraph
Cointelegraph· 2025-07-15 05:00
⚡️ NEW: Tokenized assets on Solana have crossed over $418 million, rising 140.6% year-to-date, according to Messari. https://t.co/Nkc5bxKrt8 ...
X @Cathie Wood
Cathie Wood· 2025-07-15 02:21
RT ARK Invest (@ARKInvest)It's "Crypto Week"—are you following our digital assets team? Stay informed on the latest research, analysis, and updates as events unfold.@LorenzoARK - Director of Research@downingARK - Director of Research@dpuellARK - Research Trading Analyst@rhadiARK - Research Associate ...
1407 科技日报 中英
2025-07-15 01:58
Summary of Key Points from Conference Call Records Industry or Company Involved - **CrowdStrike (CRWD)** [4][5] - **Micron Technology (MU)** [6] - **Arista Networks (ANET)** [7] - **Nebius (NBIS)** [8] - **Upstart (UPST)** [10] - **Affirm (AFRM)** [11] - **Shopify (SHOP)** [12] - **Tesla (TSLA)** [19][20] - **Rivian (RIVN)** [22][23] - **Coinbase (COIN)** [24] - **Roblox (RBLX)** [28] Core Points and Arguments CrowdStrike (CRWD) - Morgan Stanley downgraded CRWD from Overweight to Equal-weight due to a ~50% stock rally since April, which has priced in growth catalysts [4] - The firm raised its price target to $495, citing strong leadership and platform expansion as reasons for the premium valuation [5] Micron Technology (MU) - Edgewater expressed negative views on HBM demand, raising concerns about potential oversupply [6] Arista Networks (ANET) - Citi raised the price target for ANET to $123, citing strong demand in the data center switching market and robust enterprise demand [7] Nebius (NBIS) - Goldman Sachs initiated coverage with a Buy rating and a $68 price target, highlighting strong growth potential in the AI infrastructure rental market [8] Upstart (UPST) - Goldman Sachs maintained a Sell rating with a $71 price target, citing margin pressure and risks related to capital supply [10] Affirm (AFRM) - BTIG downgraded Affirm to Neutral due to ongoing margin pressure and competition from fintech and BNPL players [11] Shopify (SHOP) - Needham initiated coverage with a Buy rating and a $135 price target, emphasizing Shopify's strong positioning in international and B2B markets [12] Tesla (TSLA) - Tesla faces its first jury trial related to its Autopilot system, posing a significant threat to its reputation [19] - Elon Musk stated he does not support a merger between Tesla and xAI but is open to investment [20] Rivian (RIVN) - Guggenheim downgraded Rivian to Neutral, lowering the price target from $16 to $13 due to declining R1 sales and changes in U.S. EV policy [22][23] Coinbase (COIN) - Citizens JMP raised the price target for Coinbase to $440, citing a positive outlook for Financial Services and FinTech [24] Roblox (RBLX) - TD Cowen raised the price target for Roblox to $54, driven by strong user engagement and favorable parent survey results [28] Other Important but Possibly Overlooked Content - The macroeconomic environment is influencing various sectors, with tariffs and interest rates being key factors [1] - The digital asset space is transitioning from speculation to mainstream adoption, which could benefit companies like Coinbase [24] - The impact of AI on various sectors, including CRM and SaaS, is becoming increasingly significant, with companies prioritizing AI adoption [25][26]
远光软件20250714
2025-07-15 01:58
远光软件 20250714 摘要 远光软件深化区块链技术应用,已在企业内部管理中实现电子单证、合 同、签章等业务的成熟应用,提升运营效率。 公司与多家省级电力公司合作,推出电 e 链、利民链、材质链等供应链 金融平台,涵盖保理、资产证券化、电力保险及农民工工资支付等多元 业务模式,有效解决产业链融资难题。 远光软件积极参与绿色电力项目,为北京冬奥会、杭州亚运会等提供绿 电溯源服务及场馆绿电消纳证明,并与数科公司合作建设全国绿电感知 平台,推广绿证相关工作。 公司正积极布局 RWA(Real World Assets)相关产品,探索将实物资 产代币化,为高能耗企业绿色转型提供融资解决方案,并在香港进行试 点操作。 远光软件作为国网区块链公司的独家技术供应商,提供全面技术支持, 其软件平台具备完全自主可控性,并根据 Web3 行业发展规划进行迭代 升级。 公司正在建设全国绿电相关平台,已完成北京、湖南、浙江、上海等五 个试点地区的部署上线工作,并有望获取认证资质,市场潜力巨大。 远光软件在支付模块中开展资金结算业务,为中国电建、越秀集团等公 司提供海外资金结算服务,并关注稳定币发展及其对传统资金结算系统 的影响。 ...
X @Bloomberg
Bloomberg· 2025-07-14 20:30
Trump just doubled Europe's bill for aiding Ukraine's defense, and Putin knows that can't last. To make him end the war, send $245 billion in frozen Russian assets to Kyiv, @MarcChampion1 writes (via @opinion) https://t.co/15SUTP3Rbc ...