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X @mert | helius.dev
mert | helius.dev· 2025-07-05 16:23
Stock tokenization on Solana increasing fastStill very early with many limitations — but it's clear that the future we all envisioned is now happening in real timeMuch more progress to come https://t.co/gfB4F6niQ7 ...
X @The Economist
The Economist· 2025-07-05 08:40
Britain is stuck in its longest period of economic stagnation since the 1930s. The public finances do not add up. The prime minister has made mistakes—including courting political pain for little gain https://t.co/dZFh7xdNtv ...
X @Token Terminal 📊
Token Terminal 📊· 2025-07-04 21:01
RT Milk Road (@MilkRoadDaily)Monthly trading on DEXs is surgingOnchain activity is heating up againCapital is flowing into decentralized protocols with real usageThe biggest players over the past month are @PancakeSwap, @Uniswap, @RaydiumProtocol, @AerodromeFi and @MeteoraAG https://t.co/pKXaiKlq7X ...
Taiwan Semiconductor: Q2 Earnings Will Test Its Moat
Seeking Alpha· 2025-07-04 07:46
Group 1 - TSMC is approaching its Q2 earnings report on July 17, which could significantly impact its premium valuation for the coming years [1] - The company is projected to achieve a 54% growth in EPS, indicating a structural inflection point [1] - Pythia Research emphasizes a multidisciplinary approach to identify high-potential stocks, particularly in the technology sector, by combining financial analysis with behavioral finance and alternative metrics [1] Group 2 - The investment strategy focuses on uncovering breakout opportunities before they gain mainstream attention, leveraging both traditional and unconventional insights [1] - The analysis of market sentiment and emerging trends is crucial for investing in transformative businesses poised for exponential growth [1] - The company aims to capitalize on market inefficiencies created by investor behavior, such as herd mentality and recency bias, which can lead to mispricing [1] Group 3 - The investment process includes evaluating opportunities based on their risk/reward profile, seeking limited downside and explosive upside potential [1] - The belief is that the best returns arise from understanding where investor belief lags behind reality [1] - The focus is on conviction plays rather than safe bets, with an emphasis on identifying early signals of growth and momentum [1]
X @Token Terminal 📊
Token Terminal 📊· 2025-07-03 17:43
RT Decentralised.Co (@Decentralisedco)The revenue meta is not a short-term, transitory conversation. It is the sign of a market trending towards efficiency.Our latest story breaks down our reasoning behind this, with data from @tokenterminalAccording to data from DeFiLlama, there are ±300 L1s and L2s. Of these, barely 10 have a TVL north of $1 billion. There are just as many with a daily protocol fee beyond $200k. From a price to sales perspective, Arbitrum and Optimism trade at healthy levels between 60 an ...
X @Bloomberg
Bloomberg· 2025-07-03 15:36
Pro golfer @MichelleWieWest shares with @jasonkellynews and @AROD how she managed her finances after landing major deals early on in her career — and how she balanced it all while staying focused on the game.Watch the full episode here https://t.co/0vETAc432r https://t.co/qCx3e9snsA ...
Adecoagro And Tether To Power Bitcoin Mining With Renewable Energy In Brazil
Prnewswire· 2025-07-03 13:31
LUXEMBOURG, July 3, 2025 /PRNewswire/ -- Adecoagro S.A. (NYSE: AGRO) ("Adecoagro" or the "Company"), a leading sustainable production company in South America and Tether Holdings ("Tether"), the largest company in the digital asset industry, today announced that they have signed a Memorandum of Understanding (MoU) to explore a strategic collaboration focused on bitcoin mining.As the world moves toward cleaner, more efficient energy systems, bitcoin mining is emerging as a powerful tool to monetize surplus e ...
AZZ: Frugal Capital Management And Growth Opportunities
Seeking Alpha· 2025-07-03 13:22
Core Insights - The article discusses the author's academic and professional background in Machine Learning, Economics, and Finance, highlighting expertise in Data Science and Machine Learning applications within the banking and finance sectors [1]. Group 1: Academic Background - The author holds a PhD in Machine Learning with a focus on Economics and Finance [1]. - The author has academic affiliations with IESE Business School, ESADE Business School, and the Barcelona Supercomputing Center [1]. Group 2: Professional Experience - The author has worked at Deloitte Financial Advisory, specializing in Data Science and Machine Learning applications for clients in banking, insurance, and finance [1]. - The author currently teaches Asset Pricing and Introduction to Corporate Finance at ESADE Business School at the MSc/BSc level [1]. Group 3: Research Focus and Interests - Current research focuses on Generative AI in sustainable finance [1]. - The author's interests include machine learning and generative AI applications in finance and economics, with proficiency in Python, R, and SQL [1].
DeFi Development Corp. Purchases 17,760 SOL, Resumes SOL Accumulation Strategy
Globenewswire· 2025-07-03 13:00
BOCA RATON, FL, July 03, 2025 (GLOBE NEWSWIRE) -- DeFi Development Corp. (Nasdaq: DFDV) (the “Company”) the first public company with a treasury strategy built to accumulate and compound Solana (“SOL”), announced today the purchase of 17,760 Solana (“SOL”) at an average purchase price of $153.10 and valued at approximately $2.72 million. Following the transaction, DeFi Development Corp. now holds a total of approximately 640,585 SOL and SOL equivalents, valued at approximately $98.1 million, inclusive of st ...
Creditsafe Realizes 234% ROI with BlackLine, Named Winner of 2025 Nucleus Research ROI Awards
Prnewswire· 2025-07-03 13:00
Third-party recognition validates the measurable impact of BlackLine's AI-powered financial operations platform on global finance modernizationLOS ANGELES, July 3, 2025 /PRNewswire/ -- BlackLine, Inc. (Nasdaq: BL), the future-ready financial operations platform for the Office of the CFO, today announced that its customer Creditsafe, a global leader in business intelligence, has been named a winner of the 2025 Nucleus Research ROI Awards. The recognition highlights the measurable business impact of Creditsaf ...