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.

정부는 상업용 AI 모델과 그 사용자 사이에 승인 기관으로서 자신의 역할을 처음으로 성공적으로 자리매김했다.

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.

코인베이스 CEO 브라이언 암스트롱은 J.D. 밴스 미국 부통령이 주최한 공화당 고위급 모금 만찬에 참석한 것으로 알려지면서, 워싱턴에서 점점 더 영향력 있는 인물로 부상하고 있다.

싱가포르 통화청(MAS)은 암호화폐 거래 플랫폼 ‘하이퍼리퀴드(Hyperliquid)’를 투자자 주의 대상 목록에 추가하며, 해당 플랫폼이 싱가포르 내에서 운영할 수 있는 라이선스나 승인을 받지 않았다고 밝혔다.

엘살바도르는 비트코인 법의 일부 조항을 완화했음에도 불구하고 암호화폐를 계속 축적해 나가며, 비트코인 8개를 추가로 매입해 국가 비트코인 보유량을 총 7,696.37 비트코인으로 늘렸다.

SBI 홀딩스는 일본 암호화폐 거래소 비트뱅크를 2억 8,900만 달러에 인수해, 보관 자산 규모 기준으로 일본 최대의 규제 대상 암호화폐 플랫폼을 구축할 예정이다. 이번 인수는 일본 암호화폐 시장의 통합이 가속화되는 가운데 SBI의 스테이블코인 전략을 강화할 전망이다.

새로운 산업 연합이 기술 전문가, 옹호자, 투자자들을 한데 모아 블록체인 보안을 강화하는 한편, 이 문제를 직접 미국 의회로 가져가 싸우려 하고 있다.

스테이블코인 규제는 여전히 전 세계 규제 체계 내에서 추진하기 가장 어렵고 조정이 가장 많이 필요한 분야이며, 앞으로도 국제 규제 협력의 중요한 의제로 남아 있을 것이다.

VISA, 스테이블코인, 암호화폐 IPO가 일제히 주춤한 가운데, 스테이블코인 결제는 왜 역풍 속에서도 급성장하고 있는가? 비자의 스테이블코인 투자 확대를 통해 살펴보는 암호화폐 시장의 양극화 논리. 골든파이낸스, 스테이블코인 결제는 왜 역풍 속에서도 급성장하고 있는가?

로봇은 이미 실제 업무를 수행하고 있으며, 로봇의 자율성이 점점 더 높아짐에 따라 암호화폐의 가장 큰 역할은 기계의 신원, 결제, 데이터 접근 및 소유권과 관련된 지루한 인프라를 뒷받침하는 것이 될 가능성이 높습니다.

테더(Tether)의 USDT가 시가총액 기준으로 잠시 이더리움을 제치고 세계 2위 암호화폐로 올라섰는데, 이는 최근 암호화폐 시장 침체기에 트레이더들이 점점 더 스테이블코인으로 자금을 이동시키면서 투자 심리에 큰 변화가 일어나고 있음을 보여준다.