Deutsche Bank believes that AI's structural demand for high-bandwidth storage (HBM) is squeezing traditional production capacity, and the supply gap is unlikely to be closed before 2027.

Serenity shared a personal investment review analyzing valuations and ownership structures across several technology and semiconductor-related companies, focusing on net asset value (NAV) discounts and growth momentum. According to Odaily, Serenity said the observations are still in a research stage and do not represent a final investment conclusion. Serenity said Wistron is among the most favored targets, citing a market capitalization of about $16.2 billion, a 144% year-over-year increase in first-quarter revenue, and a roughly 35.46% stake in Wiwynn. Serenity estimated the implied value of Wistron’s Wiwynn holdings at about 0.66 times Wistron’s market capitalization. Serenity also said Wiwynn is expected to continue growing and is a core asset under observation. In addition, Serenity noted that Priortech holds about 21% of Camtek, with the holding value estimated at about 1.35 times Priortech’s own market capitalization, describing it as a control-oriented structure. Serenity pointed to what was described as a significant NAV discount at GlobalWafers, citing a market capitalization of about $3.5 billion versus an estimated holdings value of about $7.9 billion. Serenity also said Iljin Holdings and Simmtech Holdings show clear NAV discounts, while expressing caution about corporate governance and the ability of valuations to be realized among South Korean companies. Serenity added that there is an inclination to further increase concentration in related positions on Monday, and said some of the companies may have independent growth potential and room for NAV revaluation.

The expansion is lowering short-term costs and amplifying Ethereum's settlement network effect.

A Hyperliquid ecosystem on-chain analyst, il.hl, published a comparison of Hyperliquid’s revenue per employee with several traditional finance and crypto trading platforms. According to Odaily, the analyst said Hyperliquid has about $790 million in revenue, an estimated valuation of about $20.6 billion, 14 employees, and a profit margin close to 100%. The comparison listed Robinhood with about $4.47 billion in revenue, an estimated valuation of about $97.2 billion, about 2,400 employees, and an estimated profit margin of about 42%. It also listed CME Group with about $6.52 billion in revenue, an estimated valuation of about $88.5 billion, about 3,800 employees, and an estimated profit margin of about 62%. Nasdaq was listed with about $8.26 billion in revenue, an estimated valuation of about $46.5 billion, about 9,200 employees, and an estimated profit margin of about 22%. The analyst said Hyperliquid’s “protocol-level infrastructure” model shows high efficiency, with revenue described as nearly equivalent to net profit and operating costs described as low, reflecting a structure in which revenue does not grow linearly with headcount. The analyst added that this advantage is currently based on a stage in which regulatory and compliance costs have not been fully reflected, and that profit margins may narrow if compliance pressure increases in the future.

BYD Co. said it rejected allegations it breached environmental rules in Hungary during construction of its first European Union plant. In a statement, according to Bloomberg, the Chinese electric-vehicle maker denied it violated local environmental regulations.

El Salvador increased its Bitcoin holdings by 8 BTC over the past seven days and by 31 BTC over the past 30 days. According to ChainCatcher, the country now holds 7,688.37 BTC, with a total value of $489.7 million.

He said the company responded quickly and responsibly after the U.S. government expressed its concerns; he would not shut down the company, but was unsure whether it would be necessary to use the emergency powers granted by law to intervene.

Market data, BTC, stock price plunges 32% in one month: What happened to the company holding the most Bitcoin globally? Jinse Finance, stock price drops 30% in one month, not a fatal flaw.

400,000 sessions show that AI has lowered the barrier to programming and amplified the value of domain judgment.

In search of new growth curves, more and more mining companies are accelerating their entry into the AI ​​field. This transformation narrative has quickly gained favor from the capital market, and the stock prices of many mining companies have risen sharply, even hitting new historical highs.

The algorithmic stablecoin proposed by Vitalik is essentially a covered call option.

Andre Rebelo, already serving 25 years for killing his mother, is racing against a tight appeals window as he attempts to overturn a conviction prosecutors say was driven by financial fraud

Bhutan moved 533 Bitcoin worth about $34.5 million to Binance in several transactions linked to its state investment arm. The transfers add to recent outflows from its holdings, which have dropped to around 1,750 BTC, raising questions over whether the country is selling.

Andrew Tate has been liquidated 108 times on decentralized perpetuals exchange Hyperliquid, as repeated high-leverage Bitcoin trades continue to unravel and push his cumulative losses close to $890,000. The trading streak comes alongside fresh human trafficking allegations emerging from Romanian prosecutors.