Market Focus - FSInsight.com 关注以太坊在华尔街和加密货币领域的融合 [1] Key Personnel - RT Thomas (Tom) Lee 是 FSInsight.com 的成员 (@fundstrat) [1] Company Information - FSInsight 与 @FundstratCap, @SeanMFarrell, @BitMNR, $GRNY, $BMNR 相关联 [1]

Myriad Protocol Launches With Multichain Expansion to Ethereum L2 Linea► https://t.co/Ams0Fn87T2 https://t.co/Ams0Fn87T2 ...

Nvidia & AI Ecosystem - Nvidia's scarcity justifies its high valuation, with a multiple around 30 times not considered extended given its importance to the AI ecosystem [2][3] - The S&P 500 is benefiting from being at the center of AI, a significant global driver of capital expenditure (capex) spend, which will boost S&P earnings [6] - Companies with durable, sustained earnings growth, such as Palantir, Nvidia, and Tesla, deserve higher multiples [4] Market Valuation & Concentration - The mean S&P PE ratio is approximately 16, lower than the 179% (原文应为17.9) on the eve of COVID, suggesting the market has become cheaper despite multiple "black swan" events [5] - Market concentration is a concern, with the top 10 companies representing a significant portion (40%) of the market cap, and Nvidia alone accounting for almost 8% [5] - However, these concentrated companies are also responsible for a large share of earnings growth [6] BitMine Emergent Technologies & Ethereum - BitMine Emergent Technologies conducted a PIPE (Private Investment in Public Equity) for $250 million, selling as many as 55 million shares at approximately $450 per share [8] - The company intends to use the $250 million to acquire primarily Ethereum [10] - The market capitalization of BitMine Emergent Technologies is estimated to be above $35 billion (60+ million shares * $55), significantly higher than the value of the Ether being purchased [9][16] - The company has an at-the-market (ATM) share program and has filed an S3 [15][16] Ethereum & Stablecoins - There is a rediscovery of Ethereum, driven by the growth of stablecoins, with Circle being a key player [12] - Stablecoins account for 30% of Ethereum's network usage [12] - Ethereum is the preferred layer 1 choice for Wall Street, with over 60% of all tokenized real-world assets built on it [14] - JP Morgan and Robinhood are building their stablecoin and tokenization businesses on Ethereum [13][14] - Circle trades at around 100 times EBITDA [15]

July 10 Update:10 #Bitcoin ETFsNetFlow: +1,827 $BTC(+$203.24M)🟢#iShares(Blackrock) inflows 1,136 $BTC($126.33M) and currently holds 702,056 $BTC($78.09B).9 #Ethereum ETFsNetFlow: +76,940 $ETH(+$214.51M)🟢#iShares(Blackrock) inflows 57,801 $ETH($161.15M) and currently holds 1,894,254 $ETH($5.28B).https://t.co/sntb2CHFeN ...

Punk floor just got swept all I can say is:If you are rocking a PFP under 100k plz don't @ me or share your opinion on my wall. I don't care what you have to say. Reality is you need to Work harder, move out of your moms basement, stack eth/sol, buy a few real PFP then share your opinion. ...

Group 1 - The article highlights the strong performance of European equities, suggesting that investors may want to increase their exposure to this asset class [1] - Two specific ETFs are mentioned as potential investment options: the iShares Europe ETF (NYSEARCA: IEV) and the iShares MSCI Eurozone ETF (BATS: EZU) [1]

PURCHASE, N.Y., July 10, 2025 (GLOBE NEWSWIRE) -- Cognition Therapeutics, Inc., (the Company or Cognition) (NASDAQ: CGTX), a clinical stage company developing drugs that treat neurodegenerative disorders, conducted an end-of-Phase 2 meeting with the U.S. Food and Drug Administration (FDA) on July 9, 2025. The objective of this meeting was to review results from the Phase 2 study of zervimesine (CT1812) and to discuss plans for a Phase 3 program that would support a new drug application (NDA) for zervimesine ...

How Battling Frizz And Graying Roots Made This Entrepreneur A $600 Million Fortune https://t.co/8AiIrQqgU2 https://t.co/8AiIrQqgU2 ...

Weed Rx: “Pharmaceutical cannabis is the biggest future for cannabis,” says Joel Stanley (left, with his brother Jared), founder of Ajna BioSciences, which has a botanical drug in the FDA pipeline. https://t.co/MJWoEus6m3 https://t.co/MJWoEus6m3 ...

Ethereum broke back above $2,800 today!In the past 24 hours, 7 whales/institutions have bought 127,971 $ETH($358M).Newly created wallet 0x35fb withdrew 54,125 $ETH($151M) from #Kraken in the past 16 hours.https://t.co/hwlTqYN0RXAbraxas Capital withdrew 40,986 $ETH($114M) from #Binance and #Kraken in the past 20 hours.https://t.co/3VnDQRrKG2SharpLink Gaming, which holds 205,634 $ETH($575M), bought another 5,072 $ETH($13.51M) through OTC 16 hours ago.https://t.co/bheAzvg1ZkThe #GMX hacker has exchanged all $3 ...