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. ...

According to Arkham, over the past 24 hours, Arthur Hayes increased his holdings of ETH and several DeFi blue-chip assets, including 1.5k ETH (worth approximately $6.35M), 425k LDO (around $557k), 420k ETHFI (around $517k), and 185k PENDLE (around $1.02M).https://t.co/11Bj3OA0lo ...

🔥TODAY: Arthur Hayes added 1,500 $ETH($6.35M), 420K $ETHFI($516.6K), 92K $PENDLE($501.7K) and 424K $LDO($594K) in his portfolio. https://t.co/iAtKtIGeuk ...

Group 1 - Texas Instruments (TI) has initiated a significant price increase affecting over 60,000 product SKUs, which is much larger than the previous increase in June that covered 3,300 products [1] - The price hike includes mainstream products such as LDO, DC-DC, digital isolation, and isolation drivers, with general materials increasing by 15%-30% and high-end chips doubling in price [1] - The demand for automotive and industrial-grade high-end analog chips has surged over 25%, limiting the capacity allocated to consumer electronics [1] Group 2 - Domestic analog chip companies are likely to follow TI's price increase, indicating a potential turning point in the industry [1] - The report highlights that domestic companies like Sirepu and Aiwai Electronics are positioned well in high-margin sectors such as industrial, automotive, and communications, with several new product SKUs already in mass production [2] - Aiwai Electronics is noted for its leadership in consumer electronics analog ICs, with products integrated into various AI terminal customers [2]

Arthur Hayes(@CryptoHayes) bought 1,250 $ETH($5.29M), 424,863 $LDO($556.6K), 420K $ETHFI($516.6K), and 92K $PENDLE($507K) ~8 hours ago.https://t.co/1HymJRPhcjhttps://t.co/2jwxKhfl4D https://t.co/lPoLgOl08fLookonchain (@lookonchain):Arthur Hayes(@CryptoHayes) sold 2,373 $ETH($8.32M) a week ago when the $ETH price was ~$3,507.4 hours ago, he moved out 10.5M $USDC to buy back $ETH at a higher price.https://t.co/SUhcOE4I0o https://t.co/VzEBgje7dh ...

Lido DAO proposes a dynamic buyback of up to 70% for $LDOWith over $145M in stables and stETH sitting idle, the DAO is looking to return value to holders.These assets generate no revenue. Time to put them to work.The proposal:• 70% of NEW incoming assets → $LDO buybacks• 30% retained for ops & strategyWhy like this?To ensure the DAO doesn't run out of development money.There are some 'safeguard thresholds' the DAO should not cross.- If Treasury sits between $50M and $85M, buybacks drop to 50%.- If the liqui ...

🚨 NEW: Grayscale Research’s Q3 2025 update adds $AVAX and $MORPHO to its top 20 assets, while dropping $LDO and $OP https://t.co/Kc5Erej2rm ...

证券代码：301099 证券简称：雅创电子 上海雅创电子集团股份有限公司 | | □特定对象调研 □分析师会议 | | | | --- | --- | --- | --- | | 投资者关系活 | □媒体采访 √业绩说明会 | | | | 动类别 | □新闻发布会 □路演活动 | | | | | □现场参观 □其他（请文字说明其他活动内容） | | | | 参与单位名称 | 投资者及网上提问 | | | | 及人员姓名 | | | | | 时间 | 2025 5 28 日（周三）下午 15：00-17：00 | 年 | 月 | | 地点 | 深圳证券交易所"互动易平台"（http://irm.cninfo.com.cn）"云访谈" | | | | | 栏目 | | | | | 公司董事长：谢力书先生（线上） | | | | 上市公司接待 | 董事会秘书兼财务负责人：樊晓磊先生 | | | | 人员姓名 | 独立董事：顾建忠先生（线上） | | | | | 国信证券股份有限公司保荐代表人：孙婕女士、郑文英先生 | | | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | | 投资者关系活 | ...

Group 1 - The semiconductor industry is experiencing a mild recovery in demand in 2024 after significant adjustments in 2022 and 2023, leading to an increase in company orders and improved operating performance year-on-year [1] - Company achieved a revenue of 667 million yuan in 2024, representing a year-on-year growth of 20.25%, while the net profit attributable to shareholders was a loss of 102 million yuan, showing a reduction in losses [1] - In Q1 2025, the company reported a revenue of 132 million yuan, a year-on-year increase of 6.5%, with a net profit attributable to shareholders of a loss of 32.17 million yuan [1] Group 2 - The company has completed testing and mass production of various product series in wafer testing, including third-generation semiconductors and power management [2] - The company is expanding its product coverage in high-density matrix lead frame packaging technology, with significant progress in mass production of SOP and TSSOP products [2] - The first quarter losses were attributed to reduced other income, increased financial expenses, and higher depreciation and amortization compared to the previous year [2] Group 3 - The semiconductor industry is foundational for electronic information and IoT sectors, with long-term growth prospects despite short-term challenges [3] - Future profit drivers for the company include increased capacity utilization, development of third-generation semiconductor packaging, rapid ramp-up of power device production lines, and enhanced market expansion efforts [3]