Lot of debate about CB perps and HL implications todayReality is Robinhood is going to be the king of US-based perps, and that won't materially harm Hyperliquid ...

RT enzo (@enzo_gte)Bringing 24/7 Markets to GTE.The value of crypto is found in 24/7, global markets, 365 days a year.Just this weekend alone, one of the only ways to trade the volatility between Iran, Israel, and the USA with liquidity and size was by trading crypto assets.This is both a demonstration of the benefits of crypto and a fundamental flaw that holds back the traditional financial markets.The anxiety of waiting for market open on Sunday/Monday (depending where you are based) is an antiquated roll ...

COIN ripping today on the US perps news+7% to $380 and a new ATH https://t.co/KasgyAsj1d ...

Flash | 25 Jun 2025 02:07:53 ET │ 9 pages US Semiconductors and Hardware & Storage Citi Gen AI Summit Takeaways CITI'S TAKE Citi held its 3rd annual Gen AI Summit in NYC yesterday bringing together 40+ private companies. We recap key takeaways from AI hardware infrastructure/semis panels a) the constraints of AI growth are multi-fold including power, compute at scale, connectivity to support low latency, and talent which implies a lot of runway for continued infrastructure build out; b) AI focus is moving f ...

金蝶国际 20250625 摘要 金蝶国际推出多款 AI 引擎产品，客户反馈积极，AI 应用逐步深化，未来 发展前景值得关注。当前市销率（PS）约为 7 倍，与 AI SaaS 公司正常 12~15 倍 PS 相比，仍有提升空间。 ERP 行业国产替代加速，金蝶国际处于盈利拐点期，叠加 AI 应用前景， 7 月起针对中大型企业客户实施新的收费模式，对额外二次开发服务单 独收费，提振收入，行业竞争格局改善。 金蝶国际财务稳健，中型企业客户占比最高，通过星空产品实现，SaaS 化程度高，按年订阅付费，延长客户价值生命周期，业绩贡献更长久， 中型企业业务增速虽放缓，仍维持 10%左右。 ERP 国产替代政策推动市场格局调整，海外厂商份额下降，国产厂商如 金蝶等专注于产品升级，补齐生产制造、供应链等短板，利用 AI 技术提 升竞争力，大型央国企市场增速较快。 金蝶采用订阅模式，按年付费确保客户持续使用服务，延长客户价值生 命周期，支撑业绩稳定性，即使宏观经济环境不确定，仍能保持较高水 平的预见性和确定性。 Q&A 近年来 AI 应用公司在市场上的表现如何？金蝶国际在 AI 领域的进展如何？ AI 应用公司近年来表现出 ...

Key Takeaways DOCS' enterprise tools now drive growth, with AI usage up 5x and 620K+ prescribers engaged. DOCS' Multi-module campaigns and client portals boost revenue visibility and retention to 119%. Shifting to enterprise brings longer sales cycles, but DOCS is retraining teams to support the pivot.Doximity (DOCS) is gradually transforming from a physician-focused social network into a broader healthcare technology platform. This shift is increasingly anchored in enterprise offerings — workflow tools, ...

Former Accenture Global Commerce Head & Tata Digital founder and CTO Sauvik Banerjjee Named PresidentMove Follows Rezolve Ai’s $70 Million ARR Break-Through and Comes as Meta buys a 49% stake in Ai-services player Scale AI for $14.3 Billion NEW YORK, June 26, 2025 (GLOBE NEWSWIRE) -- Rezolve Ai (NASDAQ: RZLV), the company reinventing retail through real-time AI-driven consumer engagement, today announced the creation of Rezolve Ai Professional Services, a new global growth platform formed in direct response ...

作者 | 柴旭晨 编辑 | 刘宝丹 "让天下没有难做的生意"的阿里，将目光投到了出海潮下的中国企业。 "生而全球，已成为大多数中企可复制的办法。"6月24日，在阿里云中企出海峰会，阿里云智能集团资深副总裁、公共云事业部总裁刘伟光称，阿里云将加 速打造全球云计算一张网，在全球每个节点部署全栈AI能力，服务生而全球的企业。 阿里集团CEO、阿里云董事长兼CEO吴泳铭表示，26年前，阿里成立的第一个业务alibaba.com就是帮助中国企业出海，当时是把中国商品卖到海外，货通天 下。 吴泳铭断言，走向全球是中国企业的发展必然。这背后是中国经过20多年变迁后，中企出海涌现出的新特征。 在刘伟光看来，中企出海产业越来越高端化，从制造到智造；其次，出海区域越来越多元，从欧美拓展到全球；最后，出海经营越来越本地化和网络化。从 早期的走出去，已变为生而全球化，亦即研发、生产、供应链和销售服务等都是全球网络协作。 吴泳铭也强调，现在中国企业出海不再仅限于商品出海，而是技术、品牌和高端制造走向全球。 在他看来，能在中国市场胜出的产品和技术，也将在全球市场上扮演重要角色。中国在5G、AI、智能汽车等领域已经实现了技术领先。中国企业 ...

hyperliquid thread:$305.9m revenue since dec. $51.6m in june alone. 77% of perp dex volume. but that's not the interesting part.274k SOL whale deposit + nasdaq company buying $50m HYPE. infrastructure play becoming clear.daily burns: $4.3mspot/perp ratio: 1% (vs 15-30% on cex)treasury: 38.8% for communityHIP-3 enables permissionless derivative markets through 1m HYPE stake. technically unlimited TAM.but watch out for google ad phishing. stay safe anon. ...

178/365Another good day on kick.After tomorrow subs will start which I’m excited for. Hoping that means kick pushes the stream in the algo more we’ll seeSolana wise hit a beautiful meme trade today that was nice.Perps still doing well, nice run I’m on. Charts been speaking to me and finding some nice calls for decent profit n sticking to a systemWork wise got a busy day of catching up on a bunch of stuff tomorrow for internal pieces I wanna get ahead on and start making for some stuff we gotta shareBroke my ...