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Kraken 正洽谈以 3.85 亿美元估值收购 DeFi 借贷协议 Aave 的 15% 股份，投资额约 7100 万美元。此次投资是 Payward 为潜在 IPO 推进多元化布局的一部分。
Odaily Odaily: In response to recent community discussions, the Aave CEO issued a statement clarifying that Aave will never sell AAVE tokens at a 70% discount.According to the "Aave Will Win (AWW)" proposal, 100% of the revenue generated by the Aave protocol and the GHO stablecoin belongs to AAVE token holders. This principle also applies to all product revenues, including Aave App, Aave Pro, and Swaps. As a service provider for Aave DAO, Aave Labs is solely responsible for protocol development and expansion and does not receive any protocol or product revenue.The Aave CEO revealed that Aave's current annualized revenue has reached $134 million, all of which belongs to Aave DAO. Additionally, the Aave brand and related software intellectual property rights belong to AAVE.Furthermore, the team is designing Aavenomics 3.0, which plans to introduce a new, automated, non-discretionary buyback mechanism. More details will be announced later. He stated that Aave's goal is not only to serve the crypto market but also the entire financial asset market, including Real World Assets (RWA).
According to the New York Times, citing three individuals involved in internal discussions at OpenAI, the company is leaning towards postponing its IPO until next year. Sources familiar with the matter revealed that OpenAI had initially planned to go public as early as the third or fourth quarter of this year. CEO Sam Altman urged financial advisors to find ways to boost the company's valuation to $1 trillion. However, a series of recent developments have forced OpenAI's executives to abandon their initial aggressive plans. The most notable of these is the post-IPO performance of Elon Musk's SpaceX this month. SpaceX's stock price has been on a downward trend, closing at $153 on Thursday after hitting a high of $202 last week. Global markets have also experienced volatility in recent weeks, with tech stocks dragging down indices as investors question whether AI companies can deliver on their lofty promises. According to two sources, over the past week, advisors communicating with OpenAI have warned that retail investors may not generate significant enthusiasm for the company's stock. (Golden Ten)
Aave founder Stani Kulechov has responded to reports suggesting Kraken's parent company Payward is interested in acquiring a 15% stake in the Aave protocol, stating that AAVE is "not going to be sold at a 70% discount."Prior reports from CoinDesk indicated that Payward was in talks to acquire a 15% stake in Aave at a valuation of $385 million. If calculated at this valuation, it would represent only approximately 30% of AAVE's fully diluted valuation, significantly below the market valuation.In a post on X, Kulechov stated that the relevant reports were not entirely accurate. He did not completely deny the possibility of Aave Labs selling a portion of its held AAVE tokens, but noted that Aave Labs does have a certain allocation of AAVE, and that multiple market participants have discussed purchasing either directly or indirectly, or engaging in deeper collaboration centered around long-term partnerships.Aave is the largest decentralized lending protocol on the Ethereum ecosystem. Kulechov stated that Aave currently generates an annualized revenue of approximately $134 million, with the relevant revenue flowing to the Aave DAO. He has also previously proposed a governance plan to redirect revenue from Aave Labs, the protocol, and its products to the Aave DAO and token holders.These rumors emerge at a time when Aave is experiencing certain pressures. Following the Kelp DAO incident in April, Aave's TVL saw a significant decline. Although Aave itself was not directly attacked, the KelpDAO cross-chain bridge attacker utilized Aave to convert the stolen rsETH into other assets.
Multicoin has published a report stating that the market is severely underestimating the value of Hyperliquid's native token, HYPE, and believes it still has over 400% upside potential in the coming years. The firm estimates that, in a base case scenario, HYPE's price could reach approximately $319 by 2028.Multicoin believes the current market is too narrowly viewing Hyperliquid as a fast-growing decentralized perpetual contract exchange, when in reality it is evolving into an "Everything Exchange" covering multiple assets and trading scenarios.The report states that at the current price of around $63, HYPE is clearly mispriced. Multicoin estimates that by 2028, Hyperliquid's annualized profits could reach approximately $80 billion. Valued at a 20x earnings multiple, this would correspond to a HYPE price of around $319.Multicoin also disclosed that it has been actively buying HYPE since February of this year, and HYPE has become one of the largest holdings in its liquid hedge fund. Recently, HYPE broke through $76 to hit an all-time high, driven by positive catalysts such as ETF inflows, strong protocol revenue, and aggressive buyback plans. It subsequently pulled back with the broader market and was trading around $62.47 as of Thursday afternoon.
Sophon, which has raised a total of $70 million, announced it will shut down its own Layer 2 blockchain and migrate to Base, shifting its focus to consumer-grade application development. Sophon stated that spending millions of dollars annually to maintain its own chain is no longer justifiable.Sebastien, co-founder of Sophon, said the project's assessment is that the real value lies not in "who runs the underlying rails," but in the products built on top of them. Therefore, Sophon will no longer maintain the infrastructure and will instead concentrate resources on the application layer.According to reports, Sophon previously spent approximately $3.4 million per year to maintain its blockchain, covering expenditures on chain infrastructure, RaaS, data, analytics, and development tools. After shutting down its own chain, it is expected to reduce around $3 million in annual spending, thereby extending its cash runway and allocating more capital to application development.
Odaily News: Market reports indicate that SpaceX (SPCX.O) credit derivatives have begun trading following its first bond issuance.
Jiang Zhuo’er stated that the significant deviation of MicroStrategy’s preferred stock STRC price from its par value reflects a decline in U.S. market investors’ risk appetite for Bitcoin. He believes that although MicroStrategy can still raise funds by issuing additional common shares, doing so when the price-to-book ratio falls below 1 would dilute the Bitcoin holdings per share—a costly move.
After completing a large-scale initial public offering, SpaceX swiftly launched a roughly $25 billion bond issuance, raising market concerns about high-level financing and liquidity risks. Ludovic Subran, Chief Investment Officer at Allianz Group, stated that companies following equity financing with large-scale debt financing reflects a possible shift in today’s capital markets—from a boom phase into a bubble zone.
tonight, DeepSeek officially released recruitment information, stating that humanity is on the eve of AGI and inviting candidates to join DeepSeek to witness the development process of AGI. The recruitment information shows that open positions include full-stack development/algorithm, AI core system R&D, operations, product, model data strategy product manager/engineer, deep learning researcher, and functional departments. Work locations include Beijing and Hangzhou.Previously, several DeepSeek employees had been posting recruitment ads for various talents on platforms like Xiaohongshu and X, such as HR@一只大蜗牛 and Cui Tianyi from the Harness group. Earlier still, DeepSeek announced the completion of over $7 billion in financing, with a valuation exceeding $50 billion. The financing amounted to approximately RMB 50 billion, with Liang Wenfeng personally contributing RMB 20 billion. This large-scale recruitment may indicate a further escalation in the intensity of the domestic AI talent war, as AI professionals are entering a period of high market demand.
: AI Agent infrastructure project Orthogonal announced the completion of a $4.3 million seed funding round, led by Pantera Capital, with participation from Y Combinator, Pioneer Fund, Decasonic, Blast, Outbound, Surreal, and other institutions.Orthogonal positions itself as the underlying internet discovery, orchestration, and payment infrastructure for AI agents. The platform provides AI Agents with a full suite of capabilities including service discovery, cross-tool automated task orchestration, and on-chain instant payments. It is reported that the funds raised in this round will be used for core platform iterative development, expanding the engineering and marketing teams, continuously growing the platform's developer base, and improving the interconnected AI Agent ecosystem. (Prnewswire)
AI Agent infrastructure company Sail Research has announced the completion of an $80 million Seed and Series A funding round, led by Kleiner Perkins and Sequoia Capital, with participation from Redpoint Ventures, CRV, Theory Ventures, and others. Sail Research focuses on building infrastructure for AI Agents, aiming to address the computational power, cost, and operational limitations of current AI systems in long-duration, multi-step tasks. Its API is compatible with the OpenAI interface and supports mainstream open-source models such as DeepSeek and Gemma. (PRNewswire)
Odaily Odaily Planet Daily reports that global semiconductor companies are seeking opportunities for valuation restructuring during this cyclical upturn. SK Hynix's issuance of ADRs in the United States can be seen as one of the landmark moves, which is also expected to trigger follow-ups from more companies within the industry. Jefferies stated that Samsung Electronics may follow SK Hynix's lead by listing ADRs to enhance its valuation. He also added that chip stocks are at a turning point, and ADRs will serve as an important catalyst to drive their valuations. (Moomoo)
Odaily AI infrastructure company Neurometric AI announced it has completed a $4 million funding round, with participation from Betaworks, ex-Ante, Everywhere.vc, and other institutions. The company has simultaneously launched an automated Token engineering platform, which is primarily used to coordinate and optimize the operational load of AI Agents, achieving full-process cost control and performance enhancement for agents. It aims to solve industry pain points such as high Token consumption and inefficient computing resource scheduling under large-scale AI agent deployment. It is reported that the $4 million raised will be fully utilized to expand the engineering development team and the frontier AI research team. (PRNewswire)
Odaily Planet Daily reported that NASDAQ-listed SUI Group Holdings Limited announced the expansion of its strategic lending partnership with Bluefin, a decentralized exchange on the Sui ecosystem. According to the revised digital currency loan agreement, SUI Group will lend an additional 4 million SUI to Bluefin, bringing the total loan size to 6 million SUI. At the same time, the company has increased the revenue sharing ratio from the original 5% to 11%, payable in SUI. The new funds will be used to support Bluefin's participation in the financing transaction for Bluewater's acquisition of Suilend, the latter being the largest lending and DeFi platform on the Sui blockchain. (Businesswire)
Odaily Odaily, Nasdaq-listed Ethereum treasury company Sharplink announced it has signed a securities purchase agreement to sell 10,013,400 common shares and corresponding warrants for 10,013,400 common shares, raising a total of approximately $75 million. The funds will be used for working capital, continuing to accumulate ETH assets, and repurchasing company shares under the stock buyback program.Sharplink also disclosed that as of June 16, the company held a total of 875,776 ETH. (B2i)
cloud computing startup Runpod has announced the completion of a $100 million funding round and stated it has rejected multiple acquisition offers. Specific investor information has not yet been disclosed. The company focuses on providing GPU computing power rental services for developers, supporting open-source models and AI application deployment. Currently, this sector generally relies on NVIDIA GPU servers for computing resources. As AI applications expand, market demand for low-cost, highly flexible computing infrastructure continues to rise, driving up both the valuations and funding activity of cloud service providers like Runpod. (The Information)
Odaily reports, Deep Value Memetics posted an analysis on X platform, pointing out that Micron Technology may currently be exhibiting an atypical semiconductor valuation structure: as earnings per share (EPS) rise, the valuation multiple the market assigns is simultaneously expanding.Currently, Micron trades at approximately 22 times PE, below the S&P 500 (SPY) average of about 22 times, and also significantly lower than the semiconductor index (SOX) at roughly 26 times. In previous cycles, analysts typically assigned lower valuation multiples during the peak earnings phase. However, as the "de-risking" process advances, this "show-me" narrative is shifting. The market may be entering a new phase of "EPS growth → valuation multiple expansion," leading to exponential valuation revaluation. If EPS reaches $200 and is assigned a 20 times valuation, Micron's stock price could point toward the $4,000 level.
Polymarket-backed AI data analysis platform Polysights announced the completion of a $1.5 million Pre-Seed funding round, with participation from YZi Labs, Maven11, Varys Capital, Contribution Capital, and Edge Ventures. The platform is currently in its Beta stage, and the new funds will support its use of AI technology to detect wallet clustering behavior, abnormal market fluctuations, and potential insider trading signs, providing data analysis support for traders, research institutions, and institutional investors (CNBC).
Animoca Brands has announced a strategic investment in AllScale, a stablecoin payment infrastructure company. The specific investment amount has not been disclosed yet. The partnership will explore the application of stablecoin payment solutions across Animoca Brands' portfolio of over 600 companies, and advance autonomous payment scenarios for AI Agents.