AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust
A T. Rowe Price fund manager thinks the hyperscalers can comfortably fund their investment spending, and moreover, derive high returns on that invested capital…
This fund manager tunes out AI hype to flag the infrastructure stocks to buy now. Think roads, water and telecom towers.
Lazard portfolio manager Bertrand Cliquet says infrastructure companies are worth more than the AI hype sometimes linked to them. Source：MarketWatch
Hyperliquid’s RWA perps boom is eating into the revenue that backs HYPE
Revenue has fallen four quarters running while open interest hit a record high. The gap is a feesharing program that hands half the platform's volume to…
Hyperliquid RWA contracts grow to 32% of trading activity in Q2
Tokenized realworld assets accounted for more than a third of Hyperliquid’s quarterly trading volume, generating 6.6% of the protocol’s $169 million quarterly…
JPMorgan says Hyperliquid ETF inflows have stalled as competition mounts
After leading crypto ETF inflows in May and June, demand for Hyperliquid funds stalled in July and August as competition intensified, the bank said.…
Why tech stocks are likely to take a back seat for the rest of 2026, according to JPMorgan strategists
Strategists at the bank see nonU.S. shares performing well in the second half of the year and prefer semiconductor stocks to hyperscalers. Source：MarketWatch
Hyperliquid HIP-3完成Naver代码拍卖，成交价516.99枚HYPE
7月31日，Hyperliquid HIP3 已完成 Naver 交易代码拍卖，最终以 516.99 枚 HYPE 成交。
RWA perpetual futures volume nears Bitcoin on Hyperliquid, Binance
RWA perpetual futures reached 99.2% of Bitcoin perpetual volume on Hyperliquid and Binance as tokenized equities led trading. Source：Cointelegraph
Cost to insure AI debt reaches record high amid Asian semiconductor tumble
Seoul’s historic twoday crash and widening hyperscaler credit spreads suggest the AI trade’s leverage is starting to bite — in equities and in bonds.…
8点1氪丨韩国考虑为“借钱炒股”封顶20%；雷军打新长鑫科技浮盈7亿？小米高管回应；月之暗面Kimi K3正式开源
今日热点导览 李宁此前起诉多个网络账号名誉侵权案，已取得胜诉判决 小米已注册澎程关联商标 泡泡玛特城市乐园涨价 英伟达据悉签署价值高达500亿美元的得州数据中心租赁协议 “抱抱脸”向OpenAI索赔1亿美元算力 TOP 3 大新闻 韩国考虑为“借钱炒股”封顶20%…
Perpetuals tied to SK Hynix hit by flash crash to $900 on Hyperliquid
Perpetual futures on the South Korean chipmaker's American depositary receipts plunged 20% in one minute before quickly rebounding above $1,000. Source：CoinDesk
RWAs become Hyperliquid’s largest trading category
Tokenized RWA trading became Hyperliquid’s largest trading category for the first time, accounting for more than half of the decentralized exchange’s weekly…