Weekly Research Roundup:- Enterprise Note: Thoughts on PUMP's ICO by @defi_monk- Messari Monthly: July 2025 by @SteimetzKinji, @capradavis, @AvgJoesCrypto, & @0xTulipKing- State of Crypto Fundraising: Q2 2025 by @immutablejacob- Humanity Protocol: Bringing Identity Verification Onchain by@0xCryptoSam- Dabba: Upcoming TGE, Adoption, and Roadmap by @oztxn- Galxe/Gravity: Galxe Enters The InfoFi Sector With Its Starboard Launch by @0xGunkan- Arbitrum: Foundations of a Digital Sovereign Nation by @Solofunk_- Wa ...

RT IcoBeast.eth🦇🔊 (@beast_ico)Most here have not yet realized the endgame of InfoFi/Mindshare...Before the end of 2026, no less than 10 prominent CT members will have been acqui-hired by crypto companies via extremely lucrative job offers.Most see "yapping" as a way to earn a few extra coins by talking about new protocols.Few understand that what InfoFi really unlocks is data-driven Proof of Distribution.Well-funded protocols and startups with legit product but poor distribution and visibility will pay hand ...

在刚刚过去的2025年上半年里，全球金融市场仿佛置身于一场没有硝烟的战争。 以色列突然对伊朗动手，袭击了伊朗相关重要设施。受此影响，国际黄金价格大幅上涨，每盎司一度突破3440美元，国际原油价格也大幅飙升至每桶78美 元。 这对于全球资本市场的影响非常之大， A股、日经225指数、韩国KOSPI综指、澳大利亚综指等均呈不同幅度下跌。 与此同时，美股"科技神话"开始动摇：纳斯达克指数上半年区间下跌12%，特斯拉市值蒸发超3000亿美元，苹果股价也跌破了160美元关口...... 全球避险情绪达到沸点，单一资产的投资模式已经难以满足投资者对于资产稳定增值的配置需求。 01 多元配置FOF 为何成为资金"避风港"？ 什么是全球多元资产配置？顾名思义，就是将资金分散投资于不同国家、不同类别的资产中，以降低单一市场风险、捕捉全球市场机会的投资策略。 这个配置理念，在当前复杂多变的全球经济环境下显得尤为重要。以沪深300指数为例，过去十年指数的年化波动率为20%。可见，单一资产（如纯股 票、债券或商品）受市场情绪、政策变动等因素影响较大，波动较大。 正如《孙子兵法》所说："昔之善战者，先为不可胜，以待敌之可胜。"全球多元 ...

Core Viewpoint - The rapid development of artificial intelligence (AI) is transforming the financial investment sector, particularly in FOF (Fund of Funds) investment, where AI demonstrates significant potential in asset allocation and risk management [1][2]. Group 1: Event Overview - The 9th AI&FOF Investment Innovation Development Forum will be held on July 18, 2025, at the Ritz-Carlton Hotel in Shanghai, focusing on the theme "Smart Calculation Future: Quantitative Leap" [1][2]. - The forum aims to gather professionals from various fields, including FOF investment, quantitative investment, and asset management, to share insights and promote the integration of technological innovation and practical application [2]. Group 2: Organizers and Support - The forum is co-hosted by 排排网 Group and Century Securities, a state-controlled full-license securities company established in 1990, which provides comprehensive financial services centered around capital markets [2]. - 公募排排网, a licensed public fund sales platform under 排排网 Group, supports the forum and has established partnerships with over 80 institutions, offering a wide range of products and services to 3.2 million investors [3]. Group 3: Key Participants and Discussions - Notable industry figures, including Wu Xianmin from Century Securities and Feng Ji from Beiyang Quantitative, will deliver keynote speeches sharing unique investment insights and industry perspectives [3]. - The forum will feature two roundtable discussions with various experts discussing hot topics in FOF and quantitative investment, fostering in-depth exploration and collaboration [4]. Group 4: Networking Opportunities - A special "Quality Private Fund Closed-Door Exchange Meeting" will be organized, facilitating one-on-one meetings between 15 institutional investors and 30 private fund institutions to explore cooperation opportunities [4][5].

RT Galxe (@Galxe)Latest report from @MessariCrypto breaks down Galxe’s push into InfoFi and more:- 150K posts indexed- 20+ launches with $5M+ in rewards- Starboard unifies onchain and offchain analytics- @GravityChain Alpha Mainnet integrates Celestia DAhttps://t.co/3ZcsePkvky ...

I actually think that you shouldn't quit your job unless you have a 2+ year runway or a multi-month contract with a fixed income.Many people who quit their jobs during the NFT cycle got rekt after the music stopped.And frankly, the same thing can happen with InfoFi (actually not just "can", but "will").And there's nothing worse than losing your main source of income in crypto after quitting your job.That's when you get desperate and do stupid things that destroy your chances of ever making money in this spa ...

Looks like pons got xeet-ed.Jokes aside, seems like a regular occurrence now for anything InfoFi related.I'm sure they'll be back in no time just like @ethos_network. https://t.co/LRXuKqFk2L ...

2025 年 07 月 04 日 金融工程研究团队 魏建榕（首席分析师） 证书编号：S0790519120001 张 翔（分析师） 证书编号：S0790520110001 傅开波（分析师） 证书编号：S0790520090003 高 鹏（分析师） 证书编号：S0790520090002 苏俊豪（分析师） 证书编号：S0790522020001 胡亮勇（分析师） 证书编号：S0790522030001 王志豪（分析师） 证书编号：S0790522070003 盛少成（分析师） 证书编号：S0790523060003 苏 良（分析师） 证书编号：S0790523060004 何申昊（分析师） 证书编号：S0790524070009 | 魏建榕（分析师） | 傅开波（分析师） | 蒋韬（联系人） | | --- | --- | --- | | weijianrong@kysec.cn | fukaibo@kysec.cn | jiangtao@kysec.cn | | 证书编号：S0790519120001 | 证书编号：S0790520090003 | 证书编号：S0790525070001 | 业绩统计：202 ...

Ppl who don't understand how any of this works will tell you this is why InfoFi is broken/doesn't work/etc.Ppl who do understand how this works will tell you that it's an edge case, and a great example of why you must be careful in choosing the keywords for your algorithm.I would not recommend *any* project use the "g" keyword for their mindshare board.It's boring. It's outdated. No serious content has it unironically included.And in this case it's the name of a country lmao.The leaderboard can tell you a l ...

I think it's very likely that after loudio and yapyo, and after the general inflation of copy-paste InfoFi products, we'll see a flight back to the big players.Kaito, Ethos, maybe Fantasy Top and Cookie3 to an extent.But the majority of new InfoFi products are just using fancy terms or other gimmicks to distract from the fact that it's nothing new and that there is no real interest.The upside is non-existent, and most bullish narratives are unfortunately not materializing as hoped.In the meantime, Kaito has ...