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Blockchain Platform Performance - Solana DApps 在 8 月份产生的收入超过 2 亿美元，超过所有 L1 和 L2 DApps 在 30 天内的收入 [1] - Solana 上构建的团队赚的钱最多，这对于区块链平台来说至关重要 [1] Technology Adoption - 在 Solana 虚拟机 (SVM) 上构建的人比以太坊虚拟机 (EVM) 少 [1]

Financial Performance - Hyperliquid generates $7.7 million daily revenue [1] - Hyperliquid buybacks 99% of revenue [1] Market Dynamics - The industry suggests focusing on infrastructure plays rather than "shitters" (指质量差的项目) [1] - The industry highlights the importance of incentives in the market [1] - Hyperliquid's buyback program creates a permanent bid under the hype token [1]

Tokenized AUM and Onchain Usage - Token Terminal suggests that tokenized AUM may not directly translate to onchain usage and revenue [1] - The report implies that high tokenized AUM could be used to strengthen Ethereum's competitive position [1] Ethereum's Competitive Positioning - The analysis indicates that no other blockchain network is close to Ethereum in terms of tokenized AUM [1]

Financial Performance - Revenue meta [1]

Financial Performance - Gap Inc reported second-quarter earnings of $0.57 per share, surpassing earnings estimates but falling short of revenue expectations at $3.73 billion [1] - The company is experiencing pressure from potential tariffs and weakness in its women's athletic wear subsidiary, Athleta, but steady performance from Banana Republic, Old Navy, and its namesake label is helping to manage costs [1] Stock Performance - Gap's shares have increased by 1.1% to $21.91 and are on track for their seventh win in eight sessions, marking a fourth consecutive weekly gain [2] - The stock is still recovering from a significant bear gap of 20.2% that occurred on May 30, and the 60-day moving average has shifted from resistance to support this week [2] Analyst Sentiment - Analysts are divided on Gap's outlook, with six out of 17 firms rating it a "buy" or better, while the rest recommend a "hold" [3] - Some firms, including Jefferies and Wells Fargo Securities, have issued bearish notes, while J.P. Morgan Securities and BofA Global Research have raised their price targets [3] Options Trading Activity - Options traders are showing a bearish sentiment today, with 14,000 puts traded, which is six times the typical volume for this time of day [4] - The weekly 8/29 21-strike put is a popular choice among traders, indicating new positions are being opened there [4]

Trade Policy Change - The end of the de minimis exemption introduces friction into the US trade system, causing confusion due to reciprocal and sectoral tariffs [1] - Countries may halt small parcel shipments until paperwork and fee structures are clarified, leading to initial confusion [2] - Bipartisan support exists for clamping down on de minimis exemptions, as large companies could exploit the $800 threshold to avoid fees [2] - The EU, the UK, and others may consider similar measures to generate revenue [3] Economic Impact - Parcel slowdowns from countries like China are anticipated, impacting businesses, especially small businesses that rely on these shipments for revenue [4] - Significant disruption to the US economy and trade is expected, with potential consequences for various businesses [4]

Valuation Metrics - The industry observes a shift in valuation metrics from Total Value Locked (TVL) to revenue for chains and applications [1]

China Revenue Uncertainty - The company initially excluded China-related revenue from its data center forecasts due to uncertainty [1] - Potential China revenue could reach up to $5 billion, significantly impacting the company's quarterly performance if realized [2] - Geopolitical variables, including Beijing and Washington's policies, create uncertainty regarding future licenses and revenue from China [6] - The company is taking a conservative approach to projecting China revenue due to these uncertainties [7] Government Stake & Compliance - The CFO addressed concerns about a potential 15% government stake in future H20 sales in China [3] - The CFO emphasized the company's fiduciary duty to comply with existing regulations, stating that there's no current mechanism to allocate 15% of China-related revenue to the government [4] - The CFO reassured investors that the company is operating according to existing rules [5] Licensing & Geopolitical Factors - The company currently holds a few licenses for Chinese customers [6] - The granting of additional licenses and the realization of the $2 billion to $5 billion revenue potential depend on geopolitical factors [5][6] - Changes in geopolitical dynamics, influenced by events like social media posts, can rapidly alter the situation [6]

Those earnings now crossing the wire right now in video saying that in the most recent quarter, it reported EPS of $1 five per share. I'm going to get you the comparison on that. On the revenue side, $46.74% billion in revenue, a 56% jump and relatively in line with estimates. Data center revenue, 41.1% billion, up 56% in line with estimates gaming revenue if you care, 4.3%, up 49%, just slightly above what the street was looking for.Your adjusted gross margins coming in at about 73%, 72.7%. To be precise h ...