深潮TechFlow
1337Followers1224Articles
加密资本结构迁移：80%代币破发，IPO融资暴增48倍
2025年超80%代币破发，同期IPO融资暴增48倍，并购创五年新高。资金正从代币转向股权，Kraken、Ledger等一批IPO即将登场。
深潮TechFlow
对话Arthur Hayes：AI将引爆金融危机，央行印钞启动才是买入比特币最佳时机
美联储将因AI冲击与战争压力重启印钞，这将是比特币爆发的关键信号。他分享为何应等待央行放水再买入，并解析比特币作为“流动性警报器”的独特角色。
深潮TechFlow
Vitalik wrote a proposal that teaches you how to secretly use large AI models.
During the two months that ETH traded sideways, Vitalik was quietly turning Ethereum into an AI "bulletin board".
深潮TechFlow
Strive buys Strategy stock; Bitcoin treasury companies start nesting within each other.
Strive increased its Bitcoin holdings to 13,311 and spent $50 million to purchase STRC preferred stock issued by MicroStrategy, revealing the underlying logic and potential risks of "nested" financing among Bitcoin vault companies.
深潮TechFlow
Interview with Morgan Creek CEO: Is the crypto winter halfway over? Bitcoin will become the native currency of the AI ​​era.
Morgan Creek Capital CEO Mark Yusko provides an in-depth analysis of the fundamental difference between Bitcoin's price and value, revealing the suppression of spot prices by the futures market, the hard-coded logic of the four-year cycle, and exploring why AI agents regard Bitcoin as their preferred native currency.
深潮TechFlow
Bitcoin funding rates hit a three-month low; did short sellers "jump the gun" ahead of the non-farm payroll data?
Why is derivatives data more revealing of macroeconomic pressures than narratives on X?
深潮TechFlow
With oil prices exceeding $100, who is reaping the "war dividend"?
Every major transfer of wealth begins with a surge in oil prices.
深潮TechFlow
Culper Research：我们为何坚定做空ETH？
数据造假、经济崩坏、创始人出逃，以太坊的护城河，正被自己亲手填平。
深潮TechFlow
NYSE's investment in OKX: The era of tokenized securities has officially arrived.
With a $25 billion deal, the NYSE officially "acquired" OKX.
深潮TechFlow
The richest man in USDT, a stablecoin, stuffed a mattress into his shopping cart.
When a stablecoin giant begins preparing for the apocalypse.
深潮TechFlow
From 6000 points to two “circuit breakers”: How did a missile in the Middle East halt South Korea’s semiconductor myth?
Everyone who buys South Korean stocks feels they're buying the benefits of AI chips.
深潮TechFlow
A 346% surge vs. a 20.8% decline: CoinGecko: DEX perpetual contracts are taking market share from CEXs.
CoinGecko's annual report reveals a 346% surge in DEX perpetual contract trading volume, indicating a systematic shift of funds from centralized exchanges (CEXs) to decentralized platforms. This article analyzes how Hyperliquid surpassed Coinbase and how HIP-3 transformed it into a 24/7 global financial infrastructure.
深潮TechFlow
Goodbye EVM? Vitalik is about to perform "heart surgery" on Ethereum.
"The whole point of Ethereum is its versatility. If the EVM isn't good enough, then we should address that issue head-on and build a better virtual machine."
深潮TechFlow
Hyperliquid Proposal HIP-6 Explained: An On-Chain IPO, But This Time on the Order Book
Hyperliquid plans to introduce Hy-CO, a permissionless token issuance auction system that could fundamentally rewrite the rules of on-chain IPOs.
深潮TechFlow
Why do institutional funds always follow the same path in the face of geopolitical conflicts?
The Wall Street "war profit" script: three steps to exploit your panic.
深潮TechFlow
Industry News
Market Trends
Curated Readings
Subscribe