Core Insights - The article discusses the current state and future prospects of United Parcel Service (UPS), highlighting the challenges faced by the company and its guidance for upcoming years [2][3]. Financial Guidance - UPS provided guidance for 2024 revenue between $92 billion and $94.5 billion, with actual results reported at $91.1 billion. For 2026, the guidance was set at $108 billion to $114 billion, while Wall Street analysts currently estimate $88 billion [4]. - The consolidated adjusted operating profit guidance for 2024 was between $9.2 billion and $10 billion, with actual results at $8.9 billion. For 2026, the guidance was $14.3 billion to $14.9 billion, while the analyst consensus is $8.7 billion [4]. Challenges Faced - Following the investor day in March 2024, UPS revised its full-year 2024 guidance to $93 billion, slightly below the previous midpoint, with an implied adjusted operating profit of $8.74 billion [5]. - The decline in performance is attributed to a shift in customer preferences towards value products and an increase in lower-value volumes from new e-commerce entrants in the U.S. [6]. - UPS is unlikely to meet the 2026 targets set during the investor day due to tariff uncertainties and overcapacity in the small package segment [6]. Strategic Focus - The company aims to focus on growth in higher-margin markets, particularly small and medium-sized businesses (SMB) and healthcare [7]. - It is expected that excess capacity in the U.S. small package delivery market will decrease as demand improves and supply growth moderates [7]. - Investments in the "network of the future" are anticipated to enhance productivity, reduce costs per package, and facilitate facility consolidation [7].

Core Insights - OKB cryptocurrency surged from a local low of $46 to a historical high of $148.9, marking a 221% increase, before retreating to a current price of $106, which is a 125% rise over the past week [1][3] Market Performance - The market capitalization of OKB increased from $2.8 billion to $8 billion, then fell back to $6.27 billion [3] - Trading volume skyrocketed by 17,150%, reaching $1.3 billion [3] Price Drivers - The recent price increase of OKB was primarily driven by the announcement of a token burn and network upgrade by OKX [3] - On August 13, OKX confirmed a one-time token burn of 65.2 million OKB scheduled for August 15, 2025, which will limit the total supply to 21 million [3] - The network upgrade integrated the latest Polygon CDK technology, increasing transaction throughput to 5,000 TPS and reducing gas fees to near zero [3] On-Chain Activity - Following the announcements, the number of active addresses for OKB surged to 1,810, reaching an annual high [4] - The positive divergence in daily active addresses (DAA) indicates growing natural demand for the asset [4] Investor Behavior - As expected, the price surge led to increased profit-taking among investors, with net inflows reaching a historical high of $41 million on August 13, before dropping to -$1.1 million [5] - The supply of OKB on exchanges increased, leading to a near-zero stock-to-flow ratio, indicating more tokens available for immediate sale [5][6] Future Outlook - Analysts suggest that the recent demand could sustain the upward trend of OKB, potentially reclaiming the $148 mark [7] - However, if buying momentum weakens, profit-takers may dominate the market, leading to a potential drop to around $74 for support [7]