$14 Billion in Just 11 Stocks, Recently Reduced Google Position to Swap in $2 Billion for Microsoft—If You Want to Copy His Moves, You Can Directly Buy the PSUS Fund

"如果Aave的借幣利率和國債收益率差不多，說明沒人急著上槓桿，離真正的趨勢反轉還很遠。"

從業逾40年的科技分析師羅伯特·卡斯特拉諾指出，Alphabet此前2026年1800億至1900億美元的Capex指引過於保守，預計本次財報將上調至1900億至2000億美元。

Arc主網預計今夏上線，生態裡這些項目值得提前關注。

在ROI不确定、能源与监管约束及自由现金流承压背景下，Alphabet无论上调还是放缓资本开支，都可能对自身股价及美股AI板块带来负面冲击。

A Cross-Review of Ondo Stocks, Bitget rToken, and Binance bStocks.

The trading volume of US stocks on the Robinhood chain is surprisingly driven by meme coins

破產前夕「掏空」資產，Movement Labs 上演空殼戲法。

Prediction markets and RWA emerge as resilient sectors in the crypto industry.

Upbit推出的L2项目GIWA Chain已开放公共测试网。

With the continuous influx of ETFs, RWAs, and institutional capital, crypto assets are gradually integrating into the traditional financial system. Wall Street is not unilaterally "taking over" crypto but is forming a two-way integration with the crypto ecosystem. Gate and Robinhood represent two development paths moving towards each other, with the ultimate goal of creating a unified, comprehensive financial account. RWAs and tokenized U.S. Treasuries are becoming the asset layer infrastructure connecting TradFi and Crypto.

Bitcoin broke through $66,000, rising about 3.3% in 24 hours. The market is focusing on whether the recovery trend will continue. Investors are paying attention to selling pressure release, interest rate cut expectations, and ETF capital inflows. Although the short-term structure has improved, a new bull market still needs confirmation.

当前的局势可以概括为一句话：大方向上看好，但中间过程充满颠簸。

Previewing scripts and treating Trump as a "cash cow."

42倍認購背後，印度新股定價權正在重新分配。

BOOST模式将原本要注入LP的20%结算资金抽出来，在5分钟内通过TWAP在二级市场买入并直接销毁。