吴说获悉，据 @EmberCN 监测，BitMEX 联合创始人 Arthur Hayes 今日清仓了其于去年 12 月斥资 935 万美元买入的 4 种 DeFi 代币，总计亏损约 348 万美元。具体操作包括：以 0.42 美元卖出 LDO（亏损 31 万美元）、以 0.13 美元卖出 ENA（亏损 154 万美元）、以 1.34 美元卖出 PENDLE（亏损 99 万美 元）以及以 0.47 美元卖出 ETHFI（亏损 63 万美元）。 （来源：吴说） ...

吴说获悉，据 Lookonchain 监测，Arthur Hayes 卖出 PENDLE、ENA 及 LDO 后买入 HYPE。过去 24 小 时买入 57,881 枚 HYPE（价值约 191 万美元），当前持仓 131,807 枚 HYPE（价值约 433 万美元）。 来源：市场资讯 （来源：吴说） ...

BitMEX co-founder Arthur Hayes is transferring his crypto holdings to a brokerage platform, despite short-term gains in the broader market. On-chain data shows that all of these transfers involve assets acquired at higher price levels and now moved at lower market prices. Hayes recently transferred 327,869 PENDLE tokens, worth around $502,000, to crypto prime broker FalconX at an average price of $1.53. Interestingly, Hayes previously acquired around 1.4 million PENDLE at a higher price of $2.06. The ...

证券日报网1月23日讯，纳芯微在接受调研者提问时表示，公司的隔离类产品已经在汽车三电系统如 OBC/DCDC/PDU等应用实现成熟量产，覆盖国内主要新能源车企及Tier1；公司的高低边开关、马达驱 动、LDO、传感器、MCU/SoC等产品自2025年开始已经进入快速成长阶段，应用场景从三电系统拓展 至电池管理系统、车身控制与照明、热管理及底盘与安全等应用场景；公司的ClassD音频功放、氛围灯 驱动、高速接口Serdes等新产品也有望今年开始逐步进入量产阶段。 ...

Group 1 - Arthur Hayes, co-founder of BitMEX, is making significant investments in decentralized finance (DeFi) tokens, indicating a shift from Ethereum to other protocols expected to recover by 2026 [1][2] - Hayes has invested over $3.4 million in four DeFi assets: $1.97 million in ENA, $735,330 in ETHFI, $515,360 in PENDLE, and $259,960 in LDO [1][3] - The tokens are currently trading well below their all-time highs, reflecting a broader downturn in the DeFi sector, with Hayes converting an additional $5.5 million in Ethereum into these assets [2][3] Group 2 - Hayes' strategy involves accumulating these assets during price dips, suggesting a belief in their long-term value rather than short-term speculation [3] - The allocation is heavily weighted towards PENDLE, which accounts for over 50% of his investments, indicating a focus on yield tokenization [2][4] - Each token in Hayes' portfolio is linked to specific growth narratives, such as ENA potentially benefiting from institutional inflows due to Bitwise's recent ETF filing [4] Group 3 - PENDLE has shown strong revenue generation despite low token prices, providing consistent quarterly cash flow to its holders [4] - The total holdings include 4.86 million ENA tokens valued at approximately $986,000 and 697,851 ETHFI tokens worth around $485,000 [5]

Whale Activity - Whale "0xBC64" purchased approximately $13.9 million worth of 10 assets during a market dip and transferred them to an on-chain wallet [1] - Another whale acquired $35.7 million worth of 8 assets during the market dip and subsequently moved them on-chain [1] Specific Asset Acquisitions by Whale "0xBC64" - The whale "0xBC64" acquired 22.7 million ENA tokens, valued at $5.92 million [1] - The whale "0xBC64" acquired 1,898 ETH tokens, valued at $5.79 million [1] - The whale "0xBC64" acquired 38,614 LINK tokens, valued at $527 thousand [1] - The whale "0xBC64" acquired 74,217 UNI tokens, valued at $413 thousand [1] - The whale "0xBC64" acquired 134,005 PENDLE tokens, valued at $323 thousand [1] - The whale "0xBC64" acquired 753,625 CRV tokens, valued at $295 thousand [1] - The whale "0xBC64" acquired 521,061 ONDO tokens, valued at $242 thousand [1] - The whale "0xBC64" acquired 12,665 ENS tokens, valued at $141 thousand [1] - The whale "0xBC64" acquired 754 AAVE tokens, valued at $140 thousand [1] - The whale "0xBC64" acquired 149,593 AERO tokens, valued at $98 thousand [1] Specific Asset Acquisitions by Other Whale - Another whale acquired 3,175 ETH tokens, valued at $10.13 million [1] - Another whale acquired 557,937 LINK tokens, valued at $7.99 million [1] - Another whale acquired 20.14 million ENA tokens, valued at $5.82 million [1] - Another whale acquired 25,396 AAVE tokens, valued at $4.9 million [1] - Another whale acquired 6.53 million ONDO tokens, valued at $3.27 million [1] - Another whale acquired 340,849 UNI tokens, valued at $2.05 million [1] - Another whale acquired 22.59 million SKY tokens, valued at $1.09 million [1] - Another whale acquired 384,075 LDO tokens, valued at $244 thousand [1]

Whale Activity - A whale acquired $35.7 million worth of 8 different crypto assets during a market dip [1] - The acquired assets include 3,175 ETH ($10.13 million), 557,937 LINK ($7.99 million), 20.14 million ENA ($5.82 million), 25,396 AAVE ($4.9 million), 6.53 million ONDO ($3.27 million), 340,849 UNI ($2.05 million), 22.59 million SKY ($1.09 million), and 384,075 LDO ($244 thousand) [1] On-Chain Movement - The whale transferred all the purchased assets on-chain to wallet address 0xBC64 [1]

Group 1 - The core viewpoint of the article is that Blue Arrow Electronics (301348) has a diverse product range that includes diodes, LDOs, LED drivers, lithium battery protection ICs, DC-DC converters, and ESD devices, which are applicable in consumer electronics such as laptops, tablets, smartphones, and digital cameras [1] Group 2 - The company engages with investors through an interactive platform, indicating a commitment to transparency and communication [1] - The product applications highlight the company's involvement in the growing consumer electronics market, suggesting potential for future growth [1]

Core Viewpoint - The company, Blue Arrow Electronics, is actively involved in the automotive electronics sector, particularly in vehicle networking and communication applications, although its current sales contribution from these products is relatively low and has not significantly impacted its overall performance [2]. Group 1: Product Applications - The company's automotive-grade MOSFETs, diodes, and LDOs are applicable in vehicle networking, wireless communication, and monitoring and warning systems [2]. - Blue Arrow Electronics is supplying automotive electronic products to BYD New Energy, indicating a strategic partnership in the growing electric vehicle market [2]. Group 2: Sales Impact - The sales revenue from automotive electronic products currently represents a small portion of the company's total sales, suggesting that while there is potential for growth, it has not yet translated into a major impact on the company's financial performance [2].

RT Token Terminal 📊 (@tokenterminal)Lido secures more staked assets today than in May 2021, while LDO trades at a lower valuation. Staked assets increased from $1.2B to $35B, while LDO’s valuation decreased from $2.1B to $1B.Lido has continued to invest in its infrastructure. Initiatives such as the CSM, DVT, and dual governance aim to broaden the node operator set and increase decentralization, while reducing potential governance-related risks.Lido’s buyback program introduces direct value accrual to LDO h ...