Overlooked bottlenecks and hyperscalers forced to keep spending will keep the chip-stock rally alive, says Nomura team
Nomura analysts offer a deep dive into the semiconductor industry — and some bottlenecks that the market hasn’t even woken up to. Source：MarketWatch
Phantom doubles down on perpetual futures with hire of Hyperliquid market builders
The crypto wallet is doubling down on perpetual futures after hiring the builders behind one of Hyperliquid's highestprofile market experiments. Source：CoinDesk
Singapore's Hyperliquid warning, Indonesia's FinFluencer licence: Asia Express
Hyperliquid follows Bybit onto Singapore's "naughty" list, Indonesia's new scheme to certify social media influencers promoting crypto: Asia Express.…
Hyperliquid added to Singapore's Investor Alert List
Singapore’s financial regulator added Hyperliquid to its Investor Alert List, as a reminder that the decentralized exchange was not licensed in the region.…
Quant fund says bitcoin is near a major inflection point as rare onchain signals align
Hyperion Decimus' Chris Sullivan said four historically reliable indicators have aligned, leaving bitcoin one move away from confirming a major turning point.…
SpaceX is a bad buy — why OpenAI and Anthropic will be too
Overhyped IPOs are usually terrible bets. That doesn’t mean the bull market is over. Source：MarketWatch
HYPE down 22% from record highs: Will spot demand revive the uptrend?
HYPE price drops near a key support zone where fading selling pressure collides with shrinking futures market activity. Will the altcoin resume its uptrend…
SpaceX IPO hype is massive — and the FOMO can ruin your retirement
A stock that dips is a blip at 30. But for older investors in or near retirement, it's a portfolio disaster. Source：MarketWatch
SpaceX IPO update: Whale opens $22.3M SPCX long as synthetic price hits 30% premium
SpaceX’s IPO hype may fuel a strong debut, but history shows richly valued listings often struggle after the firstday pop fades. Source：Cointelegraph
SpaceX's crypto-traded IPO was sharply falling. It now points upward to a $2.4 trillion valuation
The SPCX perpetual on Hyperliquid has bounced from this week’s lows, while Bloomberg says other shadow markets now imply a firstday gain of more than 35%.…