知名交易员 Ansem 在 X 上发文表示，回购（对币价）其实作用不大。
Ansem 进一步表示，Hyperliquid 的年化收入是 8 亿美元，而 Pump.fun 的年化收入是 4.4 亿美元；然而 HYPE 的 FDV 高达 650 亿美元；PUMP 的 FDV 只有 14 亿美元。这两个团队都会定期用业务利润的一部分进行回购，但它们的 PS 却相差悬殊。
这种差距并不在于业务实际产生了多少收入，而是反映了市场对团队的“信任溢价” —— 这种信任是由他们在市场上的所作所为和决策决定的。Hyperliquid 从不画大饼，只专注于交付产品，并且狠狠地奖励了那些根据既定指标对平台贡献最大的核心用户。反观 Pump.fun，他们赚了 10 亿美元的收入，在 ICO 中又募资了 10 亿美元，还向用户承诺了空投，却迟迟没有兑现。尽管他们是加密行业中最成功、最赚钱的业务之一，但他们与核心用户群缺乏社会共识绑定，因此无法获得像 Hyperliquid 那样的信任溢价。
所以说，决定一个业务估值的，除了纯粹由收入和其他指标构成的“有形价值”之外，还有“无形价值”。信任、模因（memetics）和注意力，这些在市场中都至关重要，但目前被讨论得太少了。
According to OKX market data, HYPE has fallen more than 9% intraday, hitting a low of $60.15 and is now trading at $60.4.
Odaily星球日报讯 链上分析师 Ai 姨在 X 平台发文表示，美股 AI 半导体板块再次下跌，费城半导体指数单日下跌 4.3%，较 6 月中旬高点累计回调超 22%，进入技术性熊市。做多一揽子科技半导体股票的 "山顶洞人 "asssdfc 已于今早清仓，30 日账户整体浮亏超 1040 万美元。
According to Odaily, a gang in the UK posed as police officers and created a fake police website. By impersonating law enforcement over the phone, they convinced cryptocurrency holders to transfer funds into so-called "safe accounts," stealing $5.4 million worth of cryptocurrency. They were sentenced this week. Hamza Bashir, 23, Kevin Nwamma, 25, and Anthony Ikenwe, 29, were sentenced to six years and nine months, eleven years, and eleven years in prison, respectively. The stolen funds were used to purchase luxury goods, including a £60,000 car, vacations to Thailand and Japan, and items from brands such as Harrods, Hermès, Louis Vuitton, and Rolex. Police also discovered £500,000 in cash in a safe and determined that most of the stolen cryptocurrency had been converted into payment cards. Gang members also falsely reported their annual income, with one declaring only £444.
According to Gate market data, the Korean stock market was closed for Constitution Day, but SK Hynix and Samsung Electronics-related instruments still faced sell-offs in other markets. After the Hong Kong stock market opened, CSOP Double Leveraged Hynix fell 17.8%, and CSOP Double Leveraged Samsung fell 14.7%.
Odaily 플래닛 데일리 뉴스 홍콩 증시 개장과 함께 지푸(Zhipu)가 12.14% 하락했습니다. 앞서 시장 소식에 따르면 2026년 7월 기준 지푸의 ARR(연간 반복 매출)이 10억 달러에 도달했으며, 지푸는 아직 이에 대해 답변하지 않았습니다.
1. 미 CFTC, 트럼프 직원 조사…텔레프롬프터 내부정보 활용 예측 이벤트 거래 혐의
2. Crypto.com, Citadel Securities로부터 4억 달러 투자 유치…기업가치 200억 달러 달성
3. Ansem: 창신과학 최종 결제가는 Hyperliquid 프리마켓 가격에 근접할 가능성, 면밀한 관찰 권장
4. Base 생태계 펀드, 개발자 지원 프로그램 시작…RWA, 스테이블코인, AI 에이전트 및 온체인 금융 미래에 집중
5. 1confirmation 창립자: 암호화폐 업계는 '신념 구축파'와 '트래픽 투기파'의 융합 필요
6. 고빈도 거래 대기업 Jump Trading, 예측 시장 팀 규모 확대…신흥 분야에 가속페달
7. 4억 달러 현금화인가, Base APP 소방수 역할인가? Cobie, Base APP 인수에 답하다: 도전을 즐긴다, 1개월 안에 성과 낼 것
8. ARK Invest, a16z 견해 반박: 전통 금융의 미래는 폐쇄형 블록체인이 아닌 DeFi 인프라에 의존할 것
9. AI 및 토큰화 금융 인프라 Alpaca, 1억 3500만 달러 투자 유치…Peak XV 주도
10. 예측 시장 플랫폼 Pascal, 900만 달러 시리즈 A 투자 유치…USV 주도
11. AI 인프라 스타트업 Fireworks AI, 15억 달러 투자 유치…Index Ventures 등 공동 주도
Odaily Planet Daily News According to an announcement from the U.S. Attorney's Office for the Eastern District of New York, Chen Zhuoying and Zhang Haojie were formally indicted in Brooklyn Federal Court on July 16 on charges of conspiracy to commit money laundering.
Prosecutors allege that between 2020 and 2022, the two managed a money laundering network of over 10 individuals in the Queens and Brooklyn areas of New York. They used approximately 45 shell companies and 140 corporate bank accounts to transfer at least $43 million in proceeds from "pig butchering" investment fraud schemes to accounts in mainland China.
This case was jointly investigated by the Homeland Security Investigations, the Federal Bureau of Investigation, the Internal Revenue Service Criminal Investigation Division, and the U.S. Postal Inspection Service. If convicted, each defendant faces a maximum sentence of 20 years in prison.
According to SoSoValue data, yesterday (Eastern Time July 16), SOL spot ETFs recorded a total single-day net inflow of $1.6553 million.
Only the Grayscale Solana Trust (GSOL) saw an inflow yesterday, with a single-day net inflow of $1.6553 million. Its total historical net inflow has now reached $109 million.
As of press time, the total net asset value of SOL spot ETFs stands at $879 million, the SOL net asset ratio is 1.99%, and the cumulative historical net inflow has reached $1.137 billion.
Odaily Planet Daily News: According to MSX.COM data, the US stock market closed, with the Dow down 0.2%, the S&P 500 down 0.51%, the Nasdaq down 1.47%, and the VIX volatility index up 6.76%. AI concept stocks generally fell, with Astera Labs down 8.81%, Marvell down 8.71%, Super Micro Computer down 8.22%, Ambarella down 8.12%, and Tempus AI down 6.39%.
It is reported that MSX is a leading RWA trading platform, which has listed hundreds of RWA tokens, covering popular US stocks and ETF token targets such as NVDA, GOOGL, MSFT, AMZN, META, TSM, and AMD.
Odaily Planet Daily News According to the latest data from Gate, the price of gold rose to $3,992 per ounce, with a daily increase of 0.4%. The price of silver rose to $55.743 per ounce, with a daily increase of 1.82%. The latest quote for BVIX (BTC Volatility Index) is 36.8, with a daily increase of 1.66%. The latest quote for EVIX (ETH Volatility Index) is 49.7, with a daily increase of 0.53%. In the forex market, the USD/CNH exchange rate fell 0.01% intraday, currently at 6.77201. The USD/JPY exchange rate rose 0.03% intraday, currently at 162.418. In terms of global stock indices, the Euro Stoxx 50 Index (EUSTX50) fell 0.38% intraday to 6,255.51 points; the UK FTSE 100 Index (UK100) fell 0.04% intraday to 10,551.2 points; the German DAX 40 Index (GER40) fell 0.01% intraday to 24,790.9 points. In commodities, WTI crude oil rose 0.15% intraday to $79.77 per barrel. Brent crude oil rose 0.09% intraday to $85.05 per barrel. Gate supports users in directly trading traditional financial market products within the platform, offering one-stop access to multiple asset classes including precious metals, forex, global stock CFDs, major indices, and commodities, achieving deep integration of crypto assets and traditional financial assets. Gate TradFi functions have been fully integrated into the Gate App and Web platform, allowing users to conveniently participate in global asset price trading without switching platforms, unlocking more strategies and opportunities beyond the crypto market, and continuously enhancing the diversified asset allocation experience.
