"唯以日夜兼程，不负每一份期待。"2025年9月21日，恰逢思瑞浦登陆资本市场五周年之际，思瑞浦董 事、总经理吴建刚接受上海证券报记者专访。回望来路，他感慨，"思瑞浦五年蝶变，既源于对'以创新 破解客户痛点'初心的坚守，更离不开资本市场与投资者的信任与同行。" "这五年，我们既经历了半导体行业周期的磨砺，也牢牢抓住新的发展机遇，实现了产品、市场布局与 管理能力的全方位升级。"吴建刚表示，"未来，公司战略目标将更加明晰，关键管理措施会持续下沉。 我们会继续锚定高成长目标，在关键领域加大研发投入，同时坚定推进精细化管理与提效举措"。 创新答卷：研发成果多点开花 深耕研发终得硕果，如今思瑞浦已拥有超过3000款可销售产品型号，在各大细分市场交出亮眼答卷。工 业市场中，新能源、电网等领域收入大幅增长，运放、ADC等核心产品出货量稳步提升。目前该领域 可销售产品超2000款，服务工业客户数量突破6000家。 汽车市场方面，思瑞浦与多家Tier1厂商及车企达成深度合作，车规级产品覆盖多系统，客户数量与采 购量实现双向增长；累计新增新产品超90款，可销售产品近300款，规模收入汽车客户超20家。通信市 场中，光模块AFE产 ...

New Token Listings - $CAKE, $CVX, $LDO & $PENDLE are now available on a specific platform [1] - These tokens offer yield optimization, liquid staking, future-yield trading & DeFi governance opportunities [1] DeFi Opportunities - The listed tokens unlock new ways to enhance portfolio in the DeFi space [1]

Group 1 - The expectation of a Federal Reserve interest rate cut is rising, leading to a significant surge in the altcoin market, with Ethereum reaching a historical high of $4,887 and a 24-hour increase of 14% [1][4] - The total market capitalization of altcoins has grown over 50% since early July, reaching $1.4 trillion, while Bitcoin's market dominance has decreased from 65% in May to 59% in August [6] - Analysts suggest that the current market environment indicates a structural bull market rather than a uniform rise, emphasizing the importance of selecting high-quality projects with long-term value [9] Group 2 - The probability of a 25 basis point rate cut by the Federal Reserve in September is now at 83.6%, with analysts interpreting recent comments from Powell as a shift towards supporting the labor market [2] - Ethereum's market capitalization has surpassed $586 billion, placing it among the top 25 global tech companies, exceeding well-known firms like Mastercard and Netflix [4] - The XBIT decentralized exchange platform offers unique advantages for users, including no KYC verification and complete control over private keys, enhancing user privacy and security [8]

Core Insights - The outlook for Q3 2025 remains optimistic, with a potential shift towards a full altcoin season as September approaches, defined by at least 75% of the top 50 altcoins outperforming Bitcoin over the last 90 days [1] - The belief that the Federal Reserve's interest rate cuts in September will lead to a peak in the cryptocurrency market is not supported; instead, there is significant idle retail capital in money market funds (over $7 trillion) that could flow into the market due to the Fed's easing policies [1][4] Altcoin Focus - Ethereum (ETH) is highlighted as a key focus, with a divergence between the overall low performance of the altcoin season index and a 50% increase in total altcoin market capitalization since early July, reflecting growing institutional interest in ETH [2][9] - Tokens like LDO have significantly benefited from recent ETH price increases, with LDO rising 58% this month, attributed to its unique position in liquid staking and favorable regulatory comments from the SEC [2][14] Market Dynamics - The unprecedented cash reserves in money market funds, now exceeding $7.2 trillion, indicate missed opportunity costs due to increased uncertainty in traditional markets, high valuations, and ongoing economic growth concerns [6] - The liquidity-weighted Z-score for cryptocurrencies shows signs of recovery after six months of decline, suggesting that liquidity conditions are improving, partly due to a clearer regulatory environment for stablecoins [6][8] Institutional Holdings - Significant institutional interest in ETH is evidenced by companies like Bitmine Immersion Technologies and Sharplink Gaming, which have acquired substantial amounts of ETH, indicating a trend towards increased institutional accumulation [9][11] Conclusion - The overall sentiment for Q3 2025 is constructive, with early signs of a potential altcoin season as the total market capitalization of altcoins rises and the altcoin season index shows positive signals [15]

Arthur Hayes(@CryptoHayes) bought more $HYPE, $LDO, and $ENA today.Over the past 5 days, Arthur Hayes has purchased a total of 1,750 $ETH($7.43M), 58,631 $HYPE($2.62M), 3.1M $ENA($2.48M), 1.29M $LDO($1.83M), 184,610 $PENDLE($1.02M), and 420,000 $ETHFI($516.6K).https://t.co/iwzoAmeWmkhttps://t.co/x68IGc4ntB ...

Core Insights - Coinbase's August report indicates that the market may be approaching a full altcoin season, driven by increased institutional interest in ETH [1] - The total market capitalization of altcoins has grown by over 50% since early July [1] - LDO has benefited from the rebound in ETH and the SEC's positive stance on liquid staking tokens [1] - A potential interest rate cut by the Federal Reserve in September could release more retail funds into the market [1]

Market Trends - Coinbase suggests a potential full altcoin season is approaching [1] - Altcoin market capitalization has increased by over 50% since early July [1] - Lido DAO (LDO) is benefiting from Ethereum's (ETH) rebound and SEC support [1] Macroeconomic Factors - A potential Federal Reserve (Fed) rate cut in September could stimulate retail inflows [1] Cryptocurrency Focus - Rising institutional interest in Ethereum (ETH) is a key driver [1]

Lido is considering a $LDO buyback mechanismaj (@0xwatercup):Lido to consider triggerable $LDO buyback mechanism https://t.co/lHe1IiJtUy ...

Mario, S&R trader from the private Telegram signal group, nailed another trade.He instantly longed the bottom during this leverage flush and is now riding profits on $LDO.Join the VIP group here: 👇https://t.co/5JKYrm7f6W https://t.co/V7QHdaMEw8 ...

dear traders,today, this setup screams opportunity. friday's $461m eth etf inflows beating btc for the first time ever means one thing. institutions found their next rotation with 30% staked and exchange supply at 12% creating the perfect squeeze. smart money like arthur hayes loading 1500 eth plus 424k ldo and 420k ethfi shows the play. position now. ...