Nomura Securities raised its target price for Lenovo Group (00992.HK) to HK$35 from HK$16 and reiterated its buy rating. According to Jin10, Nomura based the new target on a valuation of 20 times its forecast earnings per share for fiscal 2027, and said the target implies 46% upside. Nomura noted that in its previous Lenovo report published in May, it had already highlighted that momentum in the company’s general-purpose server business could exceed expectations by a wide margin. Despite Lenovo’s share price rising more than 100% since May, Nomura said it believes the outperformance could continue. It cited three reasons: the market has not fully priced in the potential of Lenovo’s server business; Nomura’s profit forecasts for fiscal 2027 and fiscal 2028 are now about 10% above market consensus; and Lenovo is undergoing a re-rating process, with key peer Dell (DELL.N) trading at a one-year forward price-to-earnings ratio of 30 times, which Nomura said creates room for Lenovo’s re-rating. Nomura also raised its profit forecasts for fiscal 2027 and fiscal 2028 by 12%.

Comcast Corp. said it plans to split its media and technology businesses, spinning off NBCUniversal and Sky into a separate publicly traded company, according to Bloomberg.

Four whale accounts opened long positions in Micron Technology (MU) on Hyperliquid on June 29, while only one large trader established a short position, indicating a broadly bullish tilt among large funds. According to BlockBeats On-chain Detection, Hyperinsight monitoring showed that three addresses built positions almost simultaneously in the afternoon. On-chain data indicated the three accounts had highly similar position structures, trading cadence, and funding sources, suggesting they may belong to the same trading entity using multiple addresses to split exposure. The three addresses reportedly each have historical win rates above 60% and are described as using a relatively steady trading style with controlled drawdowns. Since June, the three addresses have collectively realized about $1.8 million in profits. All three also received large capital injections in June, and two of the addresses became newly active within the past month, with closely aligned fund movements and trading behavior. The three addresses—0xf8a, 0xd5c, and 0xf2d—held MU long contracts with an average entry price of about $1,156 and a recent liquidation price of about $938. Combined, they held 9,027 MU contracts with a notional position size of about $10.3 million. As of publication, the positions showed an unrealized loss of about 15% amid a short-term pullback in MU.

Ethlabs, an independent nonprofit research and development organization backed by treasury firms including BitMine, responded to frequently asked questions one week after its formation. According to Foresight News, Ethlabs said it has not disclosed a specific fundraising amount, but stated that existing funding commitments can support operations for 2–3 years, including hiring. Ethlabs said it plans to continue raising funds rather than treating fundraising as a one-time effort. It added that its community round remains open and that it plans to close that round after announcing a new group of supporters. The organization said its donation address has been updated from eth-labs.eth to ethlabs.eth, and that both addresses can be used. On its work direction, Ethlabs said it is still determining specific milestones and a roadmap, but outlined three areas under consideration. In “Chain,” it cited core protocol work including scaling the L1 execution layer, blob scaling, and reducing time to finality and transaction inclusion. In “Platform,” it described a middle layer between the protocol and developers, including cross-chain interoperability, a block-building market, and an EVM roadmap. In “Growth,” it said it aims to promote adoption of technologies such as the Fast Confirmation Rule across major L2 networks and centralized exchanges. Ethlabs said the Fast Confirmation Rule could reduce Ethereum-to-L2 or exchange deposit times to seconds, but would require integration by each party. Regarding its relationship with the Ethereum Foundation, Ethlabs described the two as complementary and cooperative, adding that Ethereum does not belong to any single institution and that the Ethereum Foundation, client teams, core developers, L2s, wallets, and others are all essential components. Ethlabs said it serves as an additional supporting force. Explaining its nonprofit structure, Ethlabs said its funders are primarily major ETH holders and Ethereum builders and do not receive control over direction or influence over the roadmap in exchange for funding. It also said the need for ongoing fundraising can create accountability constraints for the team.

للمرة الأولى، نجحت الحكومة في وضع نفسها كجهة موافقة بين نماذج الذكاء الاصطناعي التجارية ومستخدميها.

Nasdaq has accelerated its mechanism for including large initial public offerings, with SpaceX cited as a representative case, bringing forward passive allocation demand. According to Jin10, JPMorgan estimated that index fund rebalancing would generate about $4.3 billion in additional passive buying.

Comcast shares rose 10.3% in U.S. pre-market trading after the company announced plans to spin off NBCUniversal and Sky into separate companies. According to ChainCatcher, the update was reported by Jin10.

Micron Technology (MU) has continued to strengthen recently, with Hyperliquid quoted at $1,145 as of June 29. According to BlockBeats On-chain Detection, a U.S. stock trader opened a long MU position on April 9 using 2x leverage at an average entry price of about $405, deploying roughly $140,000 in principal. As MU rose, the position showed an unrealized profit of about $540,000, with a cumulative return of 362%, lifting the account value to around $690,000. On-chain data also indicated smaller traders benefited from the move. Another trader opened a MU position in early April at an average price of $391 using 10x leverage, with about $1,300 in principal. The position’s reported return reached 1,912%, with an unrealized profit of about $24,000. Despite these gains, large on-chain MU holders were described as still leaning bearish overall, possibly due to whale arbitrage short positions. Short notional exposure was about $89.6 million, compared with $52.7 million on the long side, or roughly 1.70 times larger. The average entry price for large long positions was about $942. Large short positions were described as deeply underwater, with an average entry price of about $969. Two addresses were cited in the report: 0xc932e364a2c57ffe87153113bc4c53fa8338b1ba and 0x05c47beed53eb8b3fc14538f881d0941cbbe05a1.

أصبح برايان أرمسترونغ، الرئيس التنفيذي لشركة Coinbase، شخصية مؤثرة بشكل متزايد في واشنطن بعد أن أفادت التقارير بحضوره حفل عشاء رفيع المستوى لجمع التبرعات للحزب الجمهوري استضافه نائب الرئيس الأمريكي جيه دي فانس.

أضافت هيئة النقد السنغافورية (MAS) منصة Hyperliquid إلى قائمة تنبيهات المستثمرين الخاصة بها، مشيرة إلى أن منصة تداول العملات المشفرة غير مرخصة أو مصرح لها بالعمل في البلاد.

قامت السلفادور بتوسيع خزانتها الوطنية من عملة البيتكوين من خلال شراء ثمانية عملات بيتكوين إضافية، ليصل إجمالي حيازاتها إلى 7696.37 بيتكوين، حيث تواصل البلاد تجميع العملة المشفرة على الرغم من تقليص أجزاء من قانون البيتكوين التاريخي الخاص بها.

ستستحوذ شركة SBI Holdings على منصة تداول العملات الرقمية اليابانية Bitbank مقابل 289 مليون دولار أمريكي، لتُنشئ بذلك أكبر منصة تداول عملات رقمية مُنظّمة في اليابان من حيث الأصول المُدارة. تُعزز هذه الصفقة استراتيجية SBI في مجال العملات المستقرة في ظل تسارع وتيرة الاندماجات في سوق العملات الرقمية اليابانية.

يوحد تحالف صناعي جديد الخبراء التقنيين والمدافعين والمستثمرين لتأمين أمن تقنية البلوك تشين - ونقل المعركة مباشرة إلى مبنى الكابيتول.

لا يزال تنظيم العملات المستقرة يمثل المجال الأكثر تحديًا للتقدم ويتطلب أكبر قدر من التنسيق ضمن الإطار التنظيمي العالمي، وسيظل موضوعًا مهمًا للتعاون التنظيمي الدولي في المستقبل.

فيزا، والعملات المستقرة، والاكتتابات العامة الأولية للعملات الرقمية، جميعها تفشل. فلماذا تتحدى مدفوعات العملات المستقرة هذا الاتجاه وتتقدم بخطى حثيثة؟ يُسلط هذا المقال الضوء على التباين في قطاع العملات الرقمية من خلال زيادة استثمارات فيزا في العملات المستقرة. (جينسي فاينانس)

تقوم الروبوتات بالفعل بأعمال حقيقية، ومع ازدياد استقلاليتها، قد يكون الدور الأكبر للعملات المشفرة هو تشغيل البنية التحتية الكئيبة التي تقف وراء هوية الآلة والمدفوعات والوصول إلى البيانات والملكية.

تجاوزت عملة USDT الخاصة بشركة Tether لفترة وجيزة عملة Ethereum لتصبح ثاني أكبر عملة مشفرة في العالم من حيث القيمة السوقية، مما يؤكد حدوث تحول كبير في معنويات المستثمرين حيث يتجه المتداولون بشكل متزايد إلى العملات المستقرة خلال أحدث تراجع في سوق العملات المشفرة.