2026-06-05T12:16:26Z https://njump.me https://njump.me/npub1qqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqzqujme https://njump.me/r/relay.satlantis.io/web+nostr:relay.satlantis.io/xray-mike-zenith https://njump.me/nevent1qqszn0ekz945cj53w68lwrcs2gtrs79y42rehy77akna0uyz3470ktspgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqc9j89sdq8hlpjtgl8s37k00stxenv49sk2fe29fgm8z0rnssyrdg3yssn 📰 Hyperliquid (HYPE) Surges Past $74 as Grayscale ETF and Institutional Demand Fuel Rally<br/>🗓️ Jun 04 2026 08:45 UTC<br/><br/>Hyperliquid (HYPE) reaches all-time highs above $74 as Grayscale launches HYPG ETF. Three US ETFs attract $136M+ in inflows amid record platform volume. The post Hyperliquid (HYPE) Surges Past $74 as Grayscale ETF and Institutional Demand Fuel Rally appeared first on Blockonomi.<br/><br/>➤ Hyperliquid (HYPE) has reached an all-time high of over $74, driven by institutional demand and new ETF offerings, including Grayscale&#39;s HYPG.<br/>➤ Despite outflows from Bitcoin ETFs, capital is reportedly shifting towards HYPE and similar digital assets, with HYPE ETFs accumulating over $136 million in net inflows.<br/>➤ The Hyperliquid platform saw significant trading volume in May, capturing a substantial market share, and is projected for strong future growth by investment firms.<br/><br/>#hyperliquid #hype #grayscaleetf #institutionaldemand #etfinflows #perpetualfutures #tokenvaluation #blockchain #digitalassets<br/><br/>🔗 Read more at: <a href="https://rwatimes.io/articles/coinmarketcap-hyperliquid-hype-surges-past-74-as-grayscale-etf-and-institutional-demand-fuel-rally-2458492114">https://rwatimes.io/articles/coinmarketcap-hyperliquid-hype-surges-past-74-as-grayscale-etf-and-institutional-demand-fuel-rally-2458492114</a> 2026-06-05T12:16:26Z https://njump.me/nevent1qqsrmdkls82y6t5wnvlukke8uf7reeh88r2rjepf2jylppafcnl50kcpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqtgp2ns5qvlgfz6y32t3xg4lha8qfg5uxacp9ms0t2mxpxd4duddkmsvrl #华尔街见闻<br/>作者 | 周智宇<br/><br/>四年前碳酸锂价格飙升，“钠电元年”的口号喊遍行业。随后锂价回落，热度跟着散了。如今碳酸锂重回高位，钠电又来了，但这一次钠电的故事却不一样了。<br/><br/>华尔街见闻近日从产业人士处了解到，钠电大电芯成本与磷酸铁锂的差距已缩小到约0.1元/Wh，年底有望追平；在正极材料成本上，也已可对标碳酸锂15万元/吨时的磷酸铁锂水平，明年还将继续下探。<br/><br/>同时，跟四年前不同的是，产业链不再纠结于概念和路线之争，重心已在于排量产时间表。宁德时代方面人士透露，首批钠电储能系统今年就将交付，全年要实现GWh级出货。<br/><br/>有产业人士用了一个类比：钠电正在迎来自己的“磷酸铁锂时刻”。钠电眼下的状态，跟铁锂当年翻盘的前夜有几分相似。<br/><br/>但“几分相似”的背后，故事未必相同。铁锂当年赢在从三元手里抢下一块现成的市场，钠电面前的局面，比那个复杂得多。<br/><br/>## 从对冲到下注<br/><br/>所谓“磷酸铁锂时刻”，指的是当下钠电所处的产业节点，与2020年前后磷酸铁锂的赶超，有一定的类似情况。<br/><br/>2020年之前，磷酸铁锂被三元电池压着走，能量密度不够高，续航不够长，它不是市场的主流。但2020年开始，铁锂的安全叙事被重塑，CTP集成拉高了系统能量密度，特斯拉全面转向铁锂提供了需求信号，碳酸锂涨价放大了成本优势。<br/><br/>不到两年内，铁锂装机份额从不到四成翻过六成。拐点是多重条件收敛的结果。<br/><br/>钠电正在复现类似的收敛。<br/><br/>“钠电元年”的口号在行业里喊了多年，最临近的还是在2022年。那一年碳酸锂冲上60万元/吨，所有人都觉得钠电的窗口来了。但当时的做法很一致，拿锂电产线改一改，先做出来再说。这个选择在当时是理性的：改造线投入小、切换快，如果钠电没走通，随时退出，损失有限。本质上，2022年的钠电热潮是一种对冲。<br/><br/>现在情况完全不同了。<br/><br/>在近日由工业和信息化部新闻宣传中心主办的“钠离子电池储能产业技术与应用调研交流活动”上，宁德时代国内储能解决方案CTO林久标向华尔街见闻表示，钠离子电池已经进入了全面产品化时代。<br/><br/>宁德时代在福建福鼎建了钠电专用量产线，9月首批储能系统将交付客户，全年目标GWh级出货。<br/><br/>容百科技走的是先验证再放量的路。容百科技钠电事业部总经理王尊志直言：&#34;铁锂的产线可以做，但问题非常大，生产效率非常低，加工成本降不下来。&#34;容百科技在湖北仙桃建的6000吨中试线，就是为了解决这个问题。专门去验证，到底需要什么样的设备。验证跑通后，30万吨专用线预计2027年建成。<br/><br/>万华化学方面也做了个决定，直接放弃了椰壳硬碳路线。椰壳全球可用量仅够支撑50到60GWh的钠电需求，撑不住规模化，万华转向了煤基和树脂基的工程化硬碳。<br/><br/>四年前大家拿改造线试水，损失可控，随时能退。现在的动作表明，这些公司认为钠电不是一个周期性的机会，而是一个结构性的方向。<br/><br/>而且这笔赌注算得过来。王尊志透露，钠电一体化专用产线的加工成本可以比现有铁锂产线再低30%到50%。<br/><br/>换句话说，专用线建成之后制造成本反而比铁锂更低。<br/><br/>成本数据从多个层面在验证这一点。王尊志透露，当前量产正极材料成本已对标碳酸锂15万元/吨时的磷酸铁锂，明年将降至对标碳酸锂6万元以下的水平。<br/><br/>负极端降速更猛，硬碳价格从2024年的6到7万元/吨降到今年预计的3.5到4万元/吨，远期目标2.5万以下。电芯端，据中国化学与物理电源行业协会动力电池应用分会研究中心总经理周波介绍，大电芯成本与磷酸铁锂相差仅约0.1元/Wh，年底有望追平，长期有望降到0.3元/Wh；系统成本也从去年的1.15元/Wh降至今年约1元/Wh。从材料到电芯到系统，成本都在拉平与锂电之间的差距。<br/><br/>电芯端的成熟度也到了量产交付的门槛。林久标表示，当前一代钠离子电池循环寿命达15000次，宽温域性能已超出锂电的适用边界。<br/><br/>此外，首个电力储能钠电国标今年3月实施，钠电也已被纳入“十五五”新型储能多元化技术路线。2026年4月底，宁德时代与海博思创签下3年60GWh钠电合作，这是全球迄今最大的钠离子电池订单。<br/><br/>成本逼近、专用线投产、标准落地、锚定订单签下。这也是为何产业内人士认为，钠电正在迎来自己的“磷酸铁锂时刻”的一系列因素。<br/><br/>## 不止一个战场<br/><br/>不过，和四年前不同的另一点，是在讨论钠电未来的时候，过去常常说的是它要如何“取代”锂电。而从目前来看，钠电的市场不需要从锂电手里抢，它有自己的需求地图。<br/><br/>周波告诉华尔街见闻，油田、矿区这些自建电网的工业场所，正在直接配置钠电工商储能，这些地方气候极端、电网覆盖薄弱，锂电很难满足要求。高海拔和高寒地区的储能需求也在打开。启停电源领域，去年已有企业实现200MWh的钠电应用，替代铅酸的趋势正在加速。两轮车同样是一个正在启动的铅酸替代市场。<br/><br/>钠电正在替代的主要是铅酸等路线，或者是锂电性能覆盖不到的空白。不是从锂电的盘子里切份额，而是在打开新的需求入口。<br/><br/>储能领域内部，场景也在分化。林久标在谈及长时储能方向时表示，钠电低产热、宽温域的特性，结合4到8小时的低倍率场景，有望取消液冷系统做极简集成。液冷是一个完整的子系统，有自己的供应链、运维需求和故障模式，也是当前储能系统故障率最高的环节之一。去掉液冷，重塑的不是单一成本项，是整个储能系统的价值链。<br/><br/>海博思创实验测试中心总经理王垒给出了一组佐证：钠电在零下40度仍释放90%容量，15000次循环按日均两 次充放电可运营20年，系统转化效率达97%。这些不是比铁锂便宜，而是铁锂做不到。<br/><br/>当产业化能力逐步追上锂电、应用场景又在向多个方向打开的时候，钠电面对的就不再是存量博弈，而是一张正在展开的增量地图。叠加中国60%锂矿石依赖进口、钠资源全球占比22%的资源禀赋差异，钠电的产业逻辑就不只是经济账，还有供应链安全的战略考量。<br/><br/>规划已经在跑了。容百科技今年产能2.8万吨保交付，2027年30万吨专用线投产，2030年前国内产能目标120万吨，中长期全球规划350万吨。王尊志的说法是“像生产水泥一样生产正极材料”。他给海外建厂设了两个前提：海外储能市场真正爆发，以及钠电工艺简化到可以在任何地方本地化生产。<br/><br/>海博思创今年启动锂钠双线并行，首批锂钠融合储能电站示范项目年内落地。王垒表示，钠电储能系统的硬件平台已可实现锂钠兼容，BMS和PCS软件不需要大规模重构即可快速部署。这也使得下游集成商的切换成本比外界想象的低。<br/><br/>浙江大学兼职教授、中国能源研究会特邀首席专家、国家能源局能源节约与科技装备司原副司长刘亚芳表示，展望“十五五”，钠离子电池储能产业应借政策东风加快研发和产业化落地，注重示范项目质量，不断提升技术经济性能，积极拓展大基地、算电协同等应用场景。<br/><br/>铁锂赢在同一个战场上抢下份额，钠电的机会在另一边，在锂电到不了的温度、铅酸该退场的场景、储能系统需要被重新设计的地方。<br/><br/>产业链已经把时间表排到了2028年。到那时候验证的不只是钠电这条路走不走得通，也是中国新能源产业在锂电之外能不能再立住一根柱子。<br/><br/>风险提示及免责条款<br/><br/>市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。<br/><a href="https://wallstreetcn.com/articles/3773969">https://wallstreetcn.com/articles/3773969</a> 2026-06-05T12:16:25Z https://njump.me/nevent1qqsqk5se94e9zgf4zj6nafn7atf4e7hmemag2mu5hp8efu48uqh9vcspgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqxgtzlydkx6kycqj6xpu0t5fk93sl0wlll5wkkey3advxzhp67zmdq4grs In reply to <a href='/nevent1qqstqkht5h7mnlt0t59xq4vhl4u8qlwrpv67cu8zjcaz0dlcv5pct3sfvc38c'>nevent1q…c38c</a><br/>_________________________<br/><br/>Good morning Gary ☕️ 2026-06-05T12:16:25Z https://njump.me/nevent1qqspwg3qn92x44fed702l9dkasscd024cfhy475vvtsu55vnw5mndsgpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqsk0ff8zwulm3697h39k7dn4evasduh99uaguql5ae62n03sk0ykcev9ag $POKEHUB is SKYROCKETING with a 4044% price explosion. Ape, don&#39;t get too comfy - this token&#39;s got a SAFE-ISH tag, but that rug-risk score of 78/100 says otherwise. Liq is decent, but volatility is wild. Cope with the risk if you&#39;re gonna ape in.<br/><br/> <img src="https://image.nostr.build/5eaef73cf074b24c2d9687fb9367bfbe168af29eca30fda3b611ff5ad9598c95.jpg"> <br/><br/><a href="https://dexscreener.com/solana/9wbgt4anw3zxhu6kzaexrwf6fhfihffpuy5lwxyudhz1">https://dexscreener.com/solana/9wbgt4anw3zxhu6kzaexrwf6fhfihffpuy5lwxyudhz1</a><br/><br/>trade on MEXC: <a href="https://promote.mexc.com/r/1tPnqLbc5M">https://promote.mexc.com/r/1tPnqLbc5M</a> 2026-06-05T12:16:24Z https://njump.me/nevent1qqspyc60y8t5a25hvzkwjm3asdr60fx2gugtgfnmymq067mpk30ml8qpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzq84pugy5nymulndnfckkjvlnhne43jt8nq9hs97jg5uuum6jkcu42ey7lk 📰 Hyperliquid (HYPE) Surges Past $74 as Grayscale ETF and Institutional Demand Fuel Rally<br/>🗓️ Jun 04 2026 08:45 UTC<br/><br/>Hyperliquid (HYPE) reaches all-time highs above $74 as Grayscale launches HYPG ETF. Three US ETFs attract $136M+ in inflows amid record platform volume. The post Hyperliquid (HYPE) Surges Past $74 as Grayscale ETF and Institutional Demand Fuel Rally appeared first on Blockonomi.<br/><br/>➤ Hyperliquid (HYPE) has reached an all-time high of over $74, driven by institutional demand and new ETF offerings, including Grayscale&#39;s HYPG.<br/>➤ Despite outflows from Bitcoin ETFs, capital is reportedly shifting towards HYPE and similar digital assets, with HYPE ETFs accumulating over $136 million in net inflows.<br/>➤ The Hyperliquid platform saw significant trading volume in May, capturing a substantial market share, and is projected for strong future growth by investment firms.<br/><br/>#hyperliquid #hype #grayscaleetf #institutionaldemand #etfinflows #perpetualfutures #tokenvaluation #blockchain #digitalassets<br/><br/>🔗 Read more at: <a href="https://rwatimes.io/articles/coinmarketcap-hyperliquid-hype-surges-past-74-as-grayscale-etf-and-institutional-demand-fuel-rally-2458492114">https://rwatimes.io/articles/coinmarketcap-hyperliquid-hype-surges-past-74-as-grayscale-etf-and-institutional-demand-fuel-rally-2458492114</a> 2026-06-05T12:16:22Z https://njump.me/nevent1qqsy5c098xaagqlh847dqm0v76anqnprsc8hwwny97x5q75xjfzx4vqpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqgeet08p5x87tl6mmc2nln28angu6ehxse5ymlfvlj7elt7nqh9n7vnu7p しかしパランティア的フレームワークは結局なんか限界が見えてきてしまった。今の100倍APIが早く返答してくれればうまくいくかもだが 2026-06-05T12:16:20Z https://njump.me/nevent1qqsrg0shs32gr58txt2gnhm7dvt6z9gep52n4seccdx7wy3wsm05m6qpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzprxyarlg2ghgzc4yc9a26x0alr3unhn9muj6kcwena33n69rvx99wwle54 📰 Hyperliquid (HYPE) Surges Past $74 as Grayscale ETF and Institutional Demand Fuel Rally<br/>🗓️ Jun 04 2026 08:45 UTC<br/><br/>Hyperliquid (HYPE) reaches all-time highs above $74 as Grayscale launches HYPG ETF. Three US ETFs attract $136M+ in inflows amid record platform volume. The post Hyperliquid (HYPE) Surges Past $74 as Grayscale ETF and Institutional Demand Fuel Rally appeared first on Blockonomi.<br/><br/>➤ Hyperliquid (HYPE) has reached an all-time high of over $74, driven by institutional demand and new ETF offerings, including Grayscale&#39;s HYPG.<br/>➤ Despite outflows from Bitcoin ETFs, capital is reportedly shifting towards HYPE and similar digital assets, with HYPE ETFs accumulating over $136 million in net inflows.<br/>➤ The Hyperliquid platform saw significant trading volume in May, capturing a substantial market share, and is projected for strong future growth by investment firms.<br/><br/>#hyperliquid #hype #grayscaleetf #institutionaldemand #etfinflows #perpetualfutures #tokenvaluation #blockchain #digitalassets<br/><br/>🔗 Read more at: <a href="https://rwatimes.io/articles/coinmarketcap-hyperliquid-hype-surges-past-74-as-grayscale-etf-and-institutional-demand-fuel-rally-2458492114">https://rwatimes.io/articles/coinmarketcap-hyperliquid-hype-surges-past-74-as-grayscale-etf-and-institutional-demand-fuel-rally-2458492114</a> 2026-06-05T12:16:17Z https://njump.me/nevent1qqsw3mxx5rx6xnmef9em5706jyq5v2yp75f3ry9rz492zmeme7nf24gpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqrujcjj24dsnluz372nwnn086rgnr749w6s3llsht2uzk3c4c5qmsvujcq {&#34;type&#34;:&#34;zone_presence&#34;,&#34;zone&#34;:&#34;4j4nftj_m-xg6CUHFtbv&#34;,&#34;devicePk&#34;:&#34;0f92c4a4aab613ff051f2a6e9cde7d0d131faa576a11ffe175ab82b4715c501b&#34;,&#34;swarm&#34;:&#34;70.162.9.155:4040&#34;,&#34;role&#34;:&#34;gateway&#34;,&#34;relays&#34;:[&#34;ws://10.0.30.44:7447&#34;],&#34;hostPlatform&#34;:&#34;linux&#34;,&#34;serviceVersion&#34;:&#34;0.1.3&#34;,&#34;releaseChannel&#34;:&#34;dev&#34;,&#34;releaseTrack&#34;:&#34;local&#34;,&#34;releaseBranch&#34;:&#34;feat/gateway-managed-webrtc-31&#34;,&#34;metrics&#34;:{&#34;clients&#34;:0,&#34;cpuPct&#34;:29.7,&#34;memPct&#34;:10.7,&#34;memUsedMb&#34;:1075576,&#34;memTotalMb&#34;:10077096,&#34;loadPct&#34;:29.7,&#34;ts&#34;:1780661765000},&#34;ts&#34;:1780661775000,&#34;ttl&#34;:120} 2026-06-05T12:16:15Z https://njump.me/nevent1qqsda4wj9zmnskk0yqf5mm72xnad89wrs6hsz3j3r7706ax44f0ajyspgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqtgp2ns5qvlgfz6y32t3xg4lha8qfg5uxacp9ms0t2mxpxd4duddqqeu9e #华尔街见闻<br/>![]( <img src="https://wpimg-wscn.awtmt.com/6225972f-63af-4941-bb92-52885a619256.png"> )作者 | 黄昱<br/><br/>“4年前我们认为要做AI就要买一堆算力卡，3年前很多企业认为要做AI就意味着要发展自己的大模型，但今天我们看到要做AI就是要开发和用好智能体。”<br/><br/>6月5日，任华为云CEO近半年后，周跃峰在华为云INSPIRE创想者大会期间的媒体交流会上，深度交流了对当前AI发展的看法。<br/><br/>他指出，现在算力和模型技术已经转到舞台最后了，同时也看到模型和算力的技术迭代很快，<br/><br/>因此，对于很多行业，能不能构建一个专属的公共云，既保证数据的安全，又能保证AI的算力资源和模型资源能够快速的迭代和共享很重要。<br/><br/>此外，周跃峰表示，Agentic AI时代基础设施新范式=高效Token工厂+持续学习+通智一体化调度+安全自治。<br/><br/>为了抓住这波行业机遇，华为云战略定位也从2025年的“算力黑土地”变为“硅基黑土地”。<br/><br/>周跃峰指出，华为云接下来几年的方向，就是通过软硬芯协同，面向智能体来做好“硅基黑土地”。<br/><br/>同时在此次大会上一次性推出四大层面、十余款Agentic AI新品与生态专区。<br/><br/>周跃峰表示，这是2025年以来，华为云发布AI新产品最多的一次发布会。<br/><br/>具体来看，在Agentic Infra层面，华为云推出了AICS灵衢智算集群、AMS Agentic记忆存储解决方案、CCE VolcanoNext通智一体化调度、及Agent运行环境AgentSphere四大新品。<br/><br/>周跃峰表示，唯有将Token成本、一体化调度、RL（强化学习）效率与安全自治做到极致，才能主导Agentic AI时代基础设施发展主动权。<br/><br/>在Agentic模型服务层面，华为云发布新一代ModelArts Next模型训推平台，构建了RL强化学习服务、机密推理、模型路由、模型矩阵四大核心能力。<br/><br/>而在企业级智能体平台层面，华为云则推出了全新华为云入口“智果园”，全面Skill化与CLI化，专为Agent服务而非人类设计。<br/><br/>面向不同的行业，华为云还宣布正式上线“行业AI梦工厂”智慧医疗、具身智能、智能制造、科学计算四大专区。这在某种程度上也折射出华为云如今要重点开拓的行业市场。<br/><br/>值得一提的是，面向具身智能行业，华为云推出全球首个全流程具身智能开发平台CloudRobo。据悉，该平台将于6月30日公测，特点在于提供了PB级数据底座及开发管线、云原生具身模型生产引擎及首个全国产Real-Sim数据生产及模型评测体系。<br/><br/>此外，周跃峰透露，下半年会继续打造更多行业AI梦工厂专区。<br/><br/>2025年以来，各大云厂商在AI战场的竞争日益激烈，阿里云、字节火山引擎、百度智能云均在机场刷起存在感，打出自己在不同细分AI云市场“第一”的广告。<br/><br/>被问及华为云将如何在竞争激烈的AI云赛道走出差异化路线，周跃峰提出了三点不同，第一是华为云的核心目标是用AI技术为企业尤其是国计民生行业提升生产力，不盲目追求token总量和收入总量，更看重token能带来的实际价值，而不仅仅是情绪价值。<br/><br/>第二是，华为云坚持公有云与私有云并重的双线战略，匹配国计民生行业的一些需求；第三是华为云坚持走国产化道路，要打造第二个算力平面。<br/><br/>风险提示及免责条款<br/><br/>市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。<br/><a href="https://wallstreetcn.com/articles/3773968">https://wallstreetcn.com/articles/3773968</a> 2026-06-05T12:16:15Z https://njump.me/nevent1qqsdzpxxwr662700ey9kjxusgj8ztyhnqcnf3pudvta7rzu0zgxerfqpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqrujcjj24dsnluz372nwnn086rgnr749w6s3llsht2uzk3c4c5qml4q4yx {&#34;type&#34;:&#34;zone_presence&#34;,&#34;zone&#34;:&#34;7gS9HiiyJAlzX6DpcYoq&#34;,&#34;devicePk&#34;:&#34;0f92c4a4aab613ff051f2a6e9cde7d0d131faa576a11ffe175ab82b4715c501b&#34;,&#34;swarm&#34;:&#34;70.162.9.155:4040&#34;,&#34;role&#34;:&#34;gateway&#34;,&#34;relays&#34;:[&#34;ws://10.0.30.44:7447&#34;],&#34;hostPlatform&#34;:&#34;linux&#34;,&#34;serviceVersion&#34;:&#34;0.1.3&#34;,&#34;releaseChannel&#34;:&#34;dev&#34;,&#34;releaseTrack&#34;:&#34;local&#34;,&#34;releaseBranch&#34;:&#34;feat/gateway-managed-webrtc-31&#34;,&#34;metrics&#34;:{&#34;clients&#34;:0,&#34;cpuPct&#34;:29.7,&#34;memPct&#34;:10.7,&#34;memUsedMb&#34;:1075576,&#34;memTotalMb&#34;:10077096,&#34;loadPct&#34;:29.7,&#34;ts&#34;:1780661765000},&#34;ts&#34;:1780661775000,&#34;ttl&#34;:120} 2026-06-05T12:16:15Z https://njump.me/nevent1qqsqpfg63tefgyfxeslfcrp37dsuc93gh9x4529sak62enha09z29pspgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzq57wzt6krw8vl83q4cv6evpqr0wxv8v7x6qpk3axgtvl3ldsrgj95w2gx2 sp_4c43bd1d.8c8ceb47.00.AEXZANGCATISI763EGQIXGUQFTCNIOHOVHZNIJHIPTMT5FRLZM2Z63EABTQ44MI.drift.gits.net 2026-06-05T12:16:14Z https://njump.me/nevent1qqsrehk030j09qtclhk7l5zhuv0nh7qzqrmxyyxd7uvzsxw3twxuyuqpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzpaygt3pgp9eu66muy4s906xfan3cyef24j8js32fm36vkn3qc4500pydu6 📰 Hyperliquid (HYPE) Surges Past $74 as Grayscale ETF and Institutional Demand Fuel Rally<br/>🗓️ Jun 04 2026 08:45 UTC<br/><br/>Hyperliquid (HYPE) reaches all-time highs above $74 as Grayscale launches HYPG ETF. Three US ETFs attract $136M+ in inflows amid record platform volume. The post Hyperliquid (HYPE) Surges Past $74 as Grayscale ETF and Institutional Demand Fuel Rally appeared first on Blockonomi.<br/><br/>➤ Hyperliquid (HYPE) has reached an all-time high of over $74, driven by institutional demand and new ETF offerings, including Grayscale&#39;s HYPG.<br/>➤ Despite outflows from Bitcoin ETFs, capital is reportedly shifting towards HYPE and similar digital assets, with HYPE ETFs accumulating over $136 million in net inflows.<br/>➤ The Hyperliquid platform saw significant trading volume in May, capturing a substantial market share, and is projected for strong future growth by investment firms.<br/><br/>#hyperliquid #hype #grayscaleetf #institutionaldemand #etfinflows #perpetualfutures #tokenvaluation #blockchain #digitalassets<br/><br/>🔗 Read more at: <a href="https://rwatimes.io/articles/coinmarketcap-hyperliquid-hype-surges-past-74-as-grayscale-etf-and-institutional-demand-fuel-rally-2458492114">https://rwatimes.io/articles/coinmarketcap-hyperliquid-hype-surges-past-74-as-grayscale-etf-and-institutional-demand-fuel-rally-2458492114</a> 2026-06-05T12:16:13Z https://njump.me/nevent1qqs94ks0as2kqywnf5rszx9xytl6lhlc2d6xd7q7a0jtzs4r72035mcpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzprtc7wgr5xms33mkjms86t6fqe08j2urpqjk0xhk2qcnctfjxvms753z99 In reply to <a href='/nevent1qqsqqq8ynms5q9hnucucyxrc44e49wjfpmk86jjhyvkjm787tyxzkrspz4mhxue69uhhyetvv9ujuerpd46hxtnfduhsme3dx9'>nevent1q…3dx9</a><br/>_________________________<br/><br/>All I understand from the AI strategy is how the Fed are now transitioning into a tech startup, using the Sovereign Debt Fund to kickstart their spending to take on Google, Meta &amp; Microsoft.<br/><br/><a href="https://www.cbc.ca/news/politics/carney-ai-strategy-9.7223236">https://www.cbc.ca/news/politics/carney-ai-strategy-9.7223236</a><br/><br/>All I could find is this: <a href="https://ised-isde.canada.ca/site/ised/en/canadian-sovereign-ai-compute-strategy/ai-compute-access-fund">https://ised-isde.canada.ca/site/ised/en/canadian-sovereign-ai-compute-strategy/ai-compute-access-fund</a><br/><br/>Seems like they&#39;re giving free money to any company that align with their interest, and give out loans to the ones who don&#39;t. They also have money freshly printed to buy equity in some AI companies. 2026-06-05T12:16:12Z https://njump.me/nevent1qqszwssmd8zh63rqnwa2837zqkj3l9sk6p24jfex8c2ez3jdn06hgyqpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzpcyk4z0whyyzpz26dh7h7d57cvfk2njhvtsy94v66p5nwevn29rehekzhq In reply to <a href='/nevent1qqsv68zg4lwsrj84mm686w6575230a23d8382cg5eg9m7fpm6y7379ckamyrk'>nevent1q…myrk</a><br/>_________________________<br/><br/>This is true 2026-06-05T12:16:10Z https://njump.me/nevent1qqszrxkzhmk04w60mxdsste86nghsvzrkrwewjrxtt9vc3vx0u8yypcpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzpavu32q2lkxqrkwexlydd35sl2zshzw83fe8e87x5hx0trys5e22aktg74 Every CBDC transaction is a surveillance event.<br/>That is not a side effect.<br/>It is the primary function.<br/><br/>Fixed supply. On-chain. No central authority.<br/>ETHIC+ is architecturally different.<br/><br/>ethicoin.org<br/><br/>#GreatReset #geopolitics #AI #autonomy #decentralized #surveillance 2026-06-05T12:16:09Z https://njump.me/nevent1qqsrz40e8evcju8qmjc7mvyy0q4e7mmmfeeafhx7wlhxrccf3hgyntgpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqxvtq2waawwantalkefeh5wcwm2ruwkash0h6sjp35wkg794070fs4vfpa 📰 Binance News: Alpaca Investment Emerges as Stock Trading Goes Global<br/>🗓️ Jun 04 2026 13:30 UTC - Glory Kaburu<br/><br/>Binance news: Alpaca stake reveals how the exchange may earn from tokenized stocks, U.S. shares, order flow, and crypto ETFs.<br/><br/>➤ Binance has taken a minority stake in Alpaca, a move that integrates the exchange into U.S. stock and ETF trading for international users, enabling fractional purchases starting from $5.<br/>➤ This partnership allows Binance to earn revenue from order flow and securities lending, while Alpaca gains access to Binance&#39;s large user base, with plans for future tokenized stock offerings (bStocks).<br/>➤ The strategy blurs the lines between crypto and traditional finance, with Binance aiming to offer a multi-asset platform including crypto, stocks, ETFs, and on-chain securities.<br/><br/>#binance #alpaca #tokenizedstocks #cryptoetfs #orderflow #securitieslending #usequities #fractionalpurchases #stablecoins #bstocks<br/><br/>🔗 Read more at: <a href="https://rwatimes.io/articles/thecoinrepublic-binance-news-alpaca-investment-emerges-as-stock-trading-goes-global-3165435115">https://rwatimes.io/articles/thecoinrepublic-binance-news-alpaca-investment-emerges-as-stock-trading-goes-global-3165435115</a> 2026-06-05T12:16:06Z https://njump.me/nevent1qqsf062t93lq99ad6plf3ysfy36l04h3rm9nyhr78za7uvn7nryjdrgpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqtgp2ns5qvlgfz6y32t3xg4lha8qfg5uxacp9ms0t2mxpxd4duddmmjl5f #华尔街见闻<br/>美国主导的海上封锁行动正将伊朗原油出口逼入绝境。出口量在短短两个月内急挫逾九成，浮式储油缓冲迅速消耗，伊朗能源出口面临六年来最严峻的危机。<br/><br/>据航运数据机构Vortexa统计，**伊朗5月原油及凝析油出口量仅为每日20.9万桶，较4月的134万桶骤降约84%，而3月出口量尚接近190万桶。**分析机构Kpler的独立估算略高，约为每日26万桶，但两者均显示伊朗出口已回落至2019至2020年水平。<br/><br/>这一崩跌直接冲击全球原油供应预期。交易员日益关注，伊朗出口受限若持续，叠加中东其他产油国潜在供应中断，能否在油价上形成进一步推升压力。与此同时，伊朗轻质原油价格已由近期对布伦特溢价转为折价，为两个月来首次，市场定价体系已率先反映这一压力。<br/><br/>目前，约6700万桶伊朗原油及凝析液滞留于波斯湾及阿曼湾海域，无法抵达终端市场。分析师警告，若当前管制维持不变，伊朗可用于对华出口的货物最快将在两个月内告罄，届时出口危机或进一步演变为产量危机。<br/><br/>## 浮仓缓冲耗尽，储量骤降逾两成<br/><br/>4月海上管制升级之初，市场普遍预期伊朗将借助浮式储油暂时消化冲击，待出口窗口重开后再行发货。然而这一缓冲空间正在快速萎缩。<br/><br/>据Kpler数据，伊朗浮式原油库存已从4月底约1.9亿桶降至约1.47亿桶，降幅逾两成，折射出生产减量与对华货物流动受阻的双重压力。库存消耗速度之快，表明德黑兰在维持生产的同时消化出口受阻的回旋余地已大幅收窄。<br/><br/>随着港口出港油轮数量持续下滑，分析师指出，若储油容量进一步触顶而买家渠道依然受限，出口危机迟早将向上游传导，最终演变为生产端的被动减产。<br/><br/>尽管部分货轮仍在持续装运，大量伊朗原油却已陷入&#34;有货无市&#34;的困境。Kpler估算，**目前约有6700万桶原油及凝析液滞留于波斯湾和阿曼湾海域，无法完成交付。**<br/><br/>## 全球供应隐忧升温，市场紧盯后续走向<br/><br/>伊朗原油从国际市场消失的每一桶，都将在已因中东地缘紧张而趋紧的全球供应格局中留下缺口。<br/><br/>能源交易商正密切追踪，伊朗出口管制的长期化是否会与其他地区供应扰动形成共振效应，进而放大油价上行压力。目前来看，市场的直接反应已体现在伊朗原油相对基准价格的折价扩大，以及对中东整体出口流量的持续监测之上。<br/><br/>分析人士指出，若现有约束条件不发生实质改变，此轮伊朗出口危机的演进路径将从&#34;出口受阻&#34;逐步深化为&#34;产能被动收缩&#34;，届时对全球油市的外溢影响将更难忽视。<br/><br/>风险提示及免责条款<br/><br/>市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。<br/><a href="https://wallstreetcn.com/articles/3773967">https://wallstreetcn.com/articles/3773967</a> 2026-06-05T12:16:05Z https://njump.me/nevent1qqswj98truusmhshq5hqr225mcmfjn8kn5t7p69kx6xqaw3lm830fzqpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzq6v8h2qxn47u4dhr28rukr8c75u796wp6u8qn8muqmj4qczvwjerp5tzv8 「表現の自由を守る」って言ってた議員たちが、高市政権の誕生と同時に全員だんまりを決め込んでて草。結局オタクの票が欲しかっただけのビジネス保守だったわけね。二度と信じないし投票もしない。 2026-06-05T12:16:05Z https://njump.me/nevent1qqszqwknz2turuzhk9248g6yayys7w2j7wy09p4vz5fy7445w4qv03qpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqtg50ylxmc0vvgyatteklul0qzvxuv5eu5vyearwklar7uzdsp85g8fpq6 In reply to <a href='/nevent1qqstvnlmmdzew8rguu23jh2kvf53wgqtlm7zt9g3grwm47lvz9eyuusqs66v2'>nevent1q…66v2</a><br/>_________________________<br/><br/>GM <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub1mcnnq4rh7m9je9tyxyuz5am4c8e0e9xe4qpytwta36xs2ccalqvsc2e95q" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>henry</span> (<span class="italic">npub1mcn…e95q</span>)</a></span> pura vida! 💜 2026-06-05T12:16:03Z https://njump.me/nevent1qqsqqq9g4nyszdtdfegghh979096acsmxvm5u0ggmk6wk6t7eq7kfggpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqz7udktrg7acv5jn9xlu428l3j98m22zn9frehjk98v0e7wtvv6srk595s What if Reuters, Bloomberg, and a team of 2,000 analysts were free?<br/><br/>That is The Board.<br/><br/>5,000+ feeds. AI-powered deep dives. No paywall.<br/><br/><a href="https://theboard.world">https://theboard.world</a><br/><br/> <img src="https://theboard.world/static/og-default.png?v=2"> <br/><br/>#TheBoard #OSINT #news #deepdive 2026-06-05T12:16:02Z https://njump.me/nevent1qqsxv8emqskeneuwc4vhvwvk64gsr694fg36lznytjhevypwvkmvzsqpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzphjcjk2srt8603ctds0g6nr9z07gyzec4rkflnnw3ta6y74uelcue7pslj 📰 Binance News: Alpaca Investment Emerges as Stock Trading Goes Global<br/>🗓️ Jun 04 2026 13:30 UTC - Glory Kaburu<br/><br/>Binance news: Alpaca stake reveals how the exchange may earn from tokenized stocks, U.S. shares, order flow, and crypto ETFs.<br/><br/>➤ Binance has taken a minority stake in Alpaca, a move that integrates the exchange into U.S. stock and ETF trading for international users, enabling fractional purchases starting from $5.<br/>➤ This partnership allows Binance to earn revenue from order flow and securities lending, while Alpaca gains access to Binance&#39;s large user base, with plans for future tokenized stock offerings (bStocks).<br/>➤ The strategy blurs the lines between crypto and traditional finance, with Binance aiming to offer a multi-asset platform including crypto, stocks, ETFs, and on-chain securities.<br/><br/>#binance #alpaca #tokenizedstocks #cryptoetfs #orderflow #securitieslending #usequities #fractionalpurchases #stablecoins #bstocks<br/><br/>🔗 Read more at: <a href="https://rwatimes.io/articles/thecoinrepublic-binance-news-alpaca-investment-emerges-as-stock-trading-goes-global-3165435115">https://rwatimes.io/articles/thecoinrepublic-binance-news-alpaca-investment-emerges-as-stock-trading-goes-global-3165435115</a> 2026-06-05T12:16:02Z https://njump.me/nevent1qqstvnlmmdzew8rguu23jh2kvf53wgqtlm7zt9g3grwm47lvz9eyuuspgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzph38xp280akt9j2kgvfc9fmhts0jlj2dn2qzgkuhmr5dq433m7qe2sagsy GM! 2026-06-05T12:16:02Z https://njump.me/nevent1qqsqqqxc9prz5kmjcl3unlxqlyrmsyf7009fwcjvcy90q6we2scwrjcpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzptsmhcapleucwk9ccuydpvn98remnkz8tfpwpvrhyrges53rlk0607h024 401k Withdrawal Spike: Is Your Retirement Safe?<br/><br/>Americans are tapping into 401k accounts at alarming rates. Is this withdrawal spike jeopardizing retirement security? Learn about the K-shaped retirement crisis.<br/><br/>Read: <a href="https://theboard.world/articles/401k-withdrawal-spike-retirement-security-at-risk">https://theboard.world/articles/401k-withdrawal-spike-retirement-security-at-risk</a><br/><br/> <img src="https://theboard.world/static/og/401k-withdrawal-spike-retirement-security-at-risk.png"> 2026-06-05T12:16:02Z https://njump.me/nevent1qqs29m2dmvj77rymhyc7fyx2yes657dzke0039wayfynt9xgjzwsxrgpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqusznpw8ud98c8zghy7cs25483f93nezvgzwe9d7emxcxcx8j2tfz55n0r あいさつは忘れないダチョウ<br/><a href="https://store.line.me/stickershop/product/25628277/ja">https://store.line.me/stickershop/product/25628277/ja</a><br/>ひたすら忘れる生き物だって、あいさつは欠かさない。<br/><br/>category: Lineスタンプ 2026-06-05T12:16:01Z https://njump.me/nevent1qqsz8mgmyxqvnhrn057rg96zmr6ajrrm7pm2tzfjh9ql9f0ch6duf2qpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqhpmprv784zhgx9ljyzdejr7mem2qkngcmzv9kvp7jxz3nv2hgrapepvur Parts API Fail? Fix Your Fitment Architecture Today<br/><br/>EV parts APIs are breaking under battery complexity—discover the modular fitment architecture that restores speed, accuracy, and future proofing. Click to see the step‑by‑step blueprint.<br/><br/><a href="https://carfitment.online/parts-api-fail-fix-fitment-architecture/?utm_source=nostr&amp;utm_medium=social">https://carfitment.online/parts-api-fail-fix-fitment-architecture/?utm_source=nostr&amp;utm_medium=social</a><br/><br/>#fitmentarchitecture #partsapi #electricvehicleintegration #batterymodulefitment #automotivedataschema 2026-06-05T12:16:00Z https://njump.me/nevent1qqsv7t9sdz5lz2e8ymf8dflvs67cdltyn6qujg4y9t83rejewpjjd5spgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzpysfnj2trzkuu5wdf9gsasm8m2824dv35c600fcl4kp4gfmzcrdqd3ykd6 GHB（ヒドロキシ酪酸）服従水，仕様：（30ml），価格：75U，説明：台湾で有名なデートレイプドラッグのブランド。塩味（生理食塩水）と甘味（ブドウ糖）の2種類がある。5mlを1回服用すると、対象者は意識を失うが、意識不明にはならない。効果は10～15分以内に現れ、5時間以上持続します。在庫数に限りがあります。日本国内限定販売です。デートレイプドラッグが必要な方は、個別にご連絡ください。<br/> <img src="https://files.catbox.moe/kegwi6.jpg"> 2026-06-05T12:15:58Z https://njump.me/nevent1qqsztlewvncm2s7vnp5mjlv9pzlccs4vdxc3v6yvre95jpv3s37zchcpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqq929p0g44w4jwc33n6f0vpdce65ag6y9mrgv2padsqu9znx433ckch8an 📰 Binance News: Alpaca Investment Emerges as Stock Trading Goes Global<br/>🗓️ Jun 04 2026 13:30 UTC - Glory Kaburu<br/><br/>Binance news: Alpaca stake reveals how the exchange may earn from tokenized stocks, U.S. shares, order flow, and crypto ETFs.<br/><br/>➤ Binance has taken a minority stake in Alpaca, a move that integrates the exchange into U.S. stock and ETF trading for international users, enabling fractional purchases starting from $5.<br/>➤ This partnership allows Binance to earn revenue from order flow and securities lending, while Alpaca gains access to Binance&#39;s large user base, with plans for future tokenized stock offerings (bStocks).<br/>➤ The strategy blurs the lines between crypto and traditional finance, with Binance aiming to offer a multi-asset platform including crypto, stocks, ETFs, and on-chain securities.<br/><br/>#binance #alpaca #tokenizedstocks #cryptoetfs #orderflow #securitieslending #usequities #fractionalpurchases #stablecoins #bstocks<br/><br/>🔗 Read more at: <a href="https://rwatimes.io/articles/thecoinrepublic-binance-news-alpaca-investment-emerges-as-stock-trading-goes-global-3165435115">https://rwatimes.io/articles/thecoinrepublic-binance-news-alpaca-investment-emerges-as-stock-trading-goes-global-3165435115</a> 2026-06-05T12:15:57Z https://njump.me/nevent1qqs2vv8lrj6jf9tlnkae3cmkxhjgjt5uqdnzwhgqdcmyxxvzz9mfx0spgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqtgp2ns5qvlgfz6y32t3xg4lha8qfg5uxacp9ms0t2mxpxd4dudd4l38c9 #华尔街见闻<br/>作者 | 周智宇<br/><br/>2025年港股融资额十年新高重回全球第一，2026年前五个月融资额更是来到430亿美元，同比增超50%。其中的融资主角，超一半来自科技行业。<br/><br/>与此同时，则是美股正迎来一波史诗级的科技股上市潮，市场的一个普遍担忧是，这些超级大单会把资金从亚洲市场吸走，香港市场也难免受到冲击。<br/><br/>在此背景下，瑞银证券全球投资银行部联席主管谌戈在近期与华尔街见闻就港股IPO的最新趋势、投资者结构变化等议题进行了一场对话。<br/><br/>谌戈直言，美股超级IPO对港股的资金分流，可能远没有市场想象得那么大。<br/><br/>谌戈的判断基于港股投资者群体的变化。他援引数据称，五年前港股IPO项目中30%到40%的资金来自美资背景的投资者，今年这个比例降到了约20%，欧洲加中东反而升到了30%到40%。<br/><br/>资金来源变了只是表层。更深层的信号是，港股正在经历一场定价逻辑的系统性切换。<br/><br/>衡量两地价差的恒生AH股溢价指数从2024年2月起一路走低，至2026年2月更创近八年新低。宁德时代、澜起科技、兆易创新的港股价格先后反超A股，此外，科技企业在香港IPO中的占比从2025年的16%跳到了截至目前的63%。<br/><br/>眼下，中国的资产正在成为全球投资组合中的“万能牌”。对于国际投资者来说，对中国资产的讨论已经从“是否配置”转向了“如何配置”。<br/><br/>## 港股不再折价<br/><br/>过去十几年，港股相对A股折价是中国资本市场的共识之一。谌戈表示，“以往因为流动性的原因，因为投资人构成结构的原因，港股通常是比A股有一个折价的”。<br/><br/>但从近一两年的情况来看，港股溢价已不是个例。截至日前，全市场仍有6只股票出现H股对A股溢价。恒生AH股溢价指数在2024年2月14日一度超161，到今年2月一度跌至113，目前仍在120左右徘徊。硬科技领域的折价已经彻底反转。<br/><br/>谌戈认为关键原因在于，全球投资者的估值方式变了。<br/><br/>“全球海外投资人不仅仅跟中国企业对比，会拿到全球对比。如果这个企业在全球有竞争力，某些领域市场份额排第一，全球投资人也愿意付溢价。”谌戈坦言，对于AI标的，还叠加了上市项目的稀缺性，能够选择的标的是有限的。<br/><br/>这种变化在今年上半年集中体现为一连串“首次”。卡塔尔主权基金（QIA）在东鹏饮料项目中首次参与“A+H”项目基石，阿布扎比投资局（ADIA）在MiniMax IPO中首次做港股基石，JPMorgan和Fidelity也是今年首次在港股IPO担任基石。<br/><br/>谌戈透露，澜起科技的基石名单中，最大的分配给了瑞银资管，第二大是JPMorgan，“他们也是在香港做的决策”。这些基石阵容反映了两件事：第一，海外长线和主权基金对于港股IPO项目的踊跃性；第二，这些资金对于定价有一定的话语权。<br/><br/>瑞银研究数据显示，全球主动管理基金对中国股票的配置从2024年四季度的5%回升到目前接近7%，距离2021年高点15%仍有一倍空间。即便经过半年的快速回升，全球机构对中国资产整体仍处于低配状态，谌戈认为这也是未来潜在增量的来源。<br/><br/>## 定价反转背后<br/><br/>定价权一旦转移，企业的行为会跟着变。<br/><br/>今年1月，智谱和MiniMax先后登陆港交所。不到五个月，两家公司又相继启动A股上市辅导。<br/><br/>谌戈说，这些公司的业务健康且快速增长，全球竞争力和稀缺性支撑了很好的估值和后市表现。<br/><br/>谌戈观察到，这个趋势有更长远的结构性支撑。他说，中国企业的技术进步迭代非常快，“现在很多的企业业务已经开始出海，中国for Global，这一定带来业务盈利的增长”。这意味着未来会有持续不断的硬科技企业进入港股的全球定价通道。<br/><br/>同样被改写的还有融资工具的格局。截至日前，今年以来港股可转债的融资规模罕见地超过了传统的股票配售和增发。今年4月底中国宏桥发行了人民币102亿元的零息可转债，是有史以来最大的人民币挂钩可转债。<br/><br/>这部分投资者看重的不仅仅是债券本身的票息收益，还有这个产品所带的期权价值，时间越长，对他们越有价值。<br/><br/>可转债的投资者结构也在变化。谌戈说，以前七八成来自欧洲背景的可转债专项投资人，“现在欧洲占一半，其他区域占另外一半”，之前更多做股票投资的机构和保险资金也在进入。<br/><br/>融资工具在扩容，港股正在从一个相对A股打折的融资通道，变成中国科技资产面向全球定价的平台。<br/><br/>## 还没到中场<br/><br/>回到开头的问题。下半年美股超级IPO扎堆，港股怎么办。<br/><br/>谌戈对华尔街见闻的回答很明确，“好的项目会吸引好的资金，好的资金也会催生好的项目。”他说，港股IPO目前美资占比大概20%左右，“那意味着80%的资金是欧洲、中东、亚洲本地的资金，这些机构有不同的投资范围，并不是说短期因为这些项目改变了整个资产配置的比例”。<br/><br/>在谌戈看来，“港股一直以来都是开放的市场，有好的项目来，资金就会过来。”<br/><br/>谌戈进一步指出，今年以来很多以往投资中东、欧洲的资金受多重因素影响也正在往亚洲尤其中国市场转移。与此同时，中国企业在AI基础设施、半导体供应链等领域的技术迭代和出海布局，正在创造持续不断的投资主题，“这些投资的主题、强劲的基本面也会吸引全球投资人的资金持续不断地关注这些投资的机会”。<br/><br/>瑞银预计2026年全年港股新股融资额在450亿至500亿美元，并预计恒指年内有望突破3万点。<br/><br/>谌戈透露，从瑞银管道里的项目构成来看，至少未来半年到一年，“无论是市场活跃度还是板块分布，还是会持续这个趋势”。<br/><br/>谌戈对下半年港股保持信心还有更具体的支撑。<br/><br/>从资金端看，全球机构对中国资产的配置虽已明显回升，但仍远低于历史高点，“这也是未来潜在的增量来源”。<br/><br/>从南向资金看，2024年四季度以来大部分月份保持了明显的净流入趋势，今年除3月因地缘政治因素短暂放缓外，4月、5月的数字仍处于历史较高水平。<br/><br/>此外，港股成交额今年以来持续处于历史新高，二级市场的流动性为一级市场的活跃发行提供了基础。<br/><br/>风险提示及免责条款<br/><br/>市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。<br/><a href="https://wallstreetcn.com/articles/3773966">https://wallstreetcn.com/articles/3773966</a> 2026-06-05T12:15:55Z https://njump.me/nevent1qqsguvwdw3xp4tzygj2fpl2hcux4jx3euwupnav2kvya8lr4smvlffgpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzpqy3j88fsca5gpl8p5h0d4wwr696vujnng8sj6xu7rpyqapdndccy86wze 小室圭というスキャンダル男一人に振り回される天皇家。神格化された血筋の正体が、ただの我が儘ニート集団だと証明された。 2026-06-05T12:15:53Z https://njump.me/nevent1qqsqq2lmgpy92vrx6h692tv0uj9hdk89npwth9j8tvtcdwvsr26pmrgpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzq57wzt6krw8vl83q4cv6evpqr0wxv8v7x6qpk3axgtvl3ldsrgj9lxjvmd sp_4c43bd1d.afc9d58a.00.AGMJBNZ7IUVNO7QSRMQ36BKULAAV7E3KLDUWUIVDSK5X4T3AZBVSY77OY5G2LOA.drift.gits.net 2026-06-05T12:15:53Z https://njump.me/nevent1qqsrf7ldcyyuyk6lk4v2qwfm4ec4tx7qpqgj0lmcdj6s5p94qfszftcpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqc9j89sdq8hlpjtgl8s37k00stxenv49sk2fe29fgm8z0rnssyrdzxy49u 📰 Binance News: Alpaca Investment Emerges as Stock Trading Goes Global<br/>🗓️ Jun 04 2026 13:30 UTC - Glory Kaburu<br/><br/>Binance news: Alpaca stake reveals how the exchange may earn from tokenized stocks, U.S. shares, order flow, and crypto ETFs.<br/><br/>➤ Binance has taken a minority stake in Alpaca, a move that integrates the exchange into U.S. stock and ETF trading for international users, enabling fractional purchases starting from $5.<br/>➤ This partnership allows Binance to earn revenue from order flow and securities lending, while Alpaca gains access to Binance&#39;s large user base, with plans for future tokenized stock offerings (bStocks).<br/>➤ The strategy blurs the lines between crypto and traditional finance, with Binance aiming to offer a multi-asset platform including crypto, stocks, ETFs, and on-chain securities.<br/><br/>#binance #alpaca #tokenizedstocks #cryptoetfs #orderflow #securitieslending #usequities #fractionalpurchases #stablecoins #bstocks<br/><br/>🔗 Read more at: <a href="https://rwatimes.io/articles/thecoinrepublic-binance-news-alpaca-investment-emerges-as-stock-trading-goes-global-3165435115">https://rwatimes.io/articles/thecoinrepublic-binance-news-alpaca-investment-emerges-as-stock-trading-goes-global-3165435115</a> 2026-06-05T12:15:53Z https://njump.me/nevent1qqs8xelze4y0j0paxsdgh7j89gqg7zg9eaqhrpm9t3n6u9x9yhg2adgpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzp5ufuwch6klhnqh60jx59sypnv42zmdup6nx02chvcqhcv2xjrxvx8yrq4 最もクラシックなポンプアクション式ショットガンのひとつで、米軍の厳しい試験をクリアしています。数十年にわたりその信頼性は実証されており、家庭防衛において最も信頼できる選択肢と言えるでしょう。在庫あり、世界各国への発送が可能です。ご興味のある方、または価格についてお問い合わせの方は、メッセージをお送りください。<br/> <img src="https://files.catbox.moe/xnv5sd.png"> 2026-06-05T12:15:51Z https://njump.me/nevent1qqsw9zvnlla7k0ps6kratscuqsnpu8hltzssj4x4mktqlx44z2vk89gpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqrymr6077akg3d3lsej9msemkamh7qjea3q7va9kra8u25lkmv8qhhy9pu プログレッシブポストハードコアが大好き……プログレッシブポストハードコアが大好き…… 2026-06-05T12:15:51Z https://njump.me/nevent1qqsfwhaqe7nkne3ttlkxnlfdeq667w5h3v54gy50tvsawx7388q5llqpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzpcyk4z0whyyzpz26dh7h7d57cvfk2njhvtsy94v66p5nwevn29rec2s4lx In reply to <a href='/nevent1qqsdzs4jvy3cxqfdx098k5xreheejkwdrtyj4r92grudqtd306t9sxswger0l'>nevent1q…er0l</a><br/>_________________________<br/><br/>You did?!?! I didn’t see that come in! Was it under a different name? 🧐 2026-06-05T12:15:50Z https://njump.me/nevent1qqsq7dsh2hfn6y4xwram5um5glgv4f7nerfurjmxwwdkv8eaknw2caspgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzp9tt25g80726nxdn5w3d49jnm30hhkm4mtn2r2klpuje3v2tu85su3858e Real Bitcoiners care about node decentralization, self custody, and merchant adoption.<br/>Not some billionaire scamming retail investors to accumulate more fiat and stack paper bitcoins on a centralized exchange. 2026-06-05T12:15:49Z https://njump.me/nevent1qqsq440qzuzu59nn3ghskhyqzdtdxpd6eu5uw6vyq6f62hv99ctf0tspgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzq84pugy5nymulndnfckkjvlnhne43jt8nq9hs97jg5uuum6jkcu4j08qc3 📰 Binance News: Alpaca Investment Emerges as Stock Trading Goes Global<br/>🗓️ Jun 04 2026 13:30 UTC - Glory Kaburu<br/><br/>Binance news: Alpaca stake reveals how the exchange may earn from tokenized stocks, U.S. shares, order flow, and crypto ETFs.<br/><br/>➤ Binance has taken a minority stake in Alpaca, a move that integrates the exchange into U.S. stock and ETF trading for international users, enabling fractional purchases starting from $5.<br/>➤ This partnership allows Binance to earn revenue from order flow and securities lending, while Alpaca gains access to Binance&#39;s large user base, with plans for future tokenized stock offerings (bStocks).<br/>➤ The strategy blurs the lines between crypto and traditional finance, with Binance aiming to offer a multi-asset platform including crypto, stocks, ETFs, and on-chain securities.<br/><br/>#binance #alpaca #tokenizedstocks #cryptoetfs #orderflow #securitieslending #usequities #fractionalpurchases #stablecoins #bstocks<br/><br/>🔗 Read more at: <a href="https://rwatimes.io/articles/thecoinrepublic-binance-news-alpaca-investment-emerges-as-stock-trading-goes-global-3165435115">https://rwatimes.io/articles/thecoinrepublic-binance-news-alpaca-investment-emerges-as-stock-trading-goes-global-3165435115</a> 2026-06-05T12:15:49Z https://njump.me/nevent1qqstccgh6ygkvch3pnlh0md7ucgktd99p0np9m7tck8z4em664xghagpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqtg50ylxmc0vvgyatteklul0qzvxuv5eu5vyearwklar7uzdsp85mv3k56 In reply to <a href='/nevent1qqs9uw4v4a4qzkd4e795vl36rgj3ywpnet076d3tszr583mu494zfxg02nlx3'>nevent1q…nlx3</a><br/>_________________________<br/><br/>GM <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub19yw8tkfh530kdgfqn782vcga7azgckdn2fjjp3nv5txu6dl3h7lqhv322j" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>jaredlogan</span> (<span class="italic">npub19yw…322j</span>)</a></span> pura vida! 💜 2026-06-05T12:15:48Z https://njump.me/nevent1qqsgq2f4677wrj5ac424lg9l4chw64u2wh6nukl50vz3ykev6x0rvzgpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzpgauuz2u6r5rfzcffjfqr0gvxfcw47hh3amk29l5zqfjdkh4edllvujn9w みかん食べたくなる 2026-06-05T12:15:47Z https://njump.me/nevent1qqs0ez64ydamgf4ns8880znqm5ezsgtgaamz94w3jrznlt8pqvupwlqpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqtgp2ns5qvlgfz6y32t3xg4lha8qfg5uxacp9ms0t2mxpxd4dudd405hny #华尔街见闻<br/>前沿新材料是指处于材料科学和工程领域最前沿、具有优异性能或特殊功能的新型材料体系 。其核心特征表现为高创新性、极端高性能、强战略性以及长产业化周期 。<br/><br/>中美技术博弈加剧，国内“十五五”新材料发展规划将前沿新材料与集成电路、工业软件并列纳入国家安全要素体系，产业链自主安全已成为不容回避的战略底线。2026年，国家新材料产业基金将正式落地，预计带动社会资本超千亿元投入关键技术攻关，高端碳纤维、半导体光刻胶、高温合金等卡脖子材料的国产化替代将从“实验室样品”全面迈向“规模化量产”。<br/><a href="https://wallstreetcn.com/member/articles/3773764">https://wallstreetcn.com/member/articles/3773764</a> 2026-06-05T12:15:45Z https://njump.me/nevent1qqs06nr9l7z962s5eadzvcwpunnv2dkc99fdawktjesqe7073k80unspgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqrujcjj24dsnluz372nwnn086rgnr749w6s3llsht2uzk3c4c5qmagqrpp {&#34;type&#34;:&#34;zone_presence&#34;,&#34;zone&#34;:&#34;4j4nftj_m-xg6CUHFtbv&#34;,&#34;devicePk&#34;:&#34;0f92c4a4aab613ff051f2a6e9cde7d0d131faa576a11ffe175ab82b4715c501b&#34;,&#34;swarm&#34;:&#34;70.162.9.155:4040&#34;,&#34;role&#34;:&#34;gateway&#34;,&#34;relays&#34;:[&#34;ws://10.0.30.44:7447&#34;],&#34;hostPlatform&#34;:&#34;linux&#34;,&#34;serviceVersion&#34;:&#34;0.1.3&#34;,&#34;releaseChannel&#34;:&#34;dev&#34;,&#34;releaseTrack&#34;:&#34;local&#34;,&#34;releaseBranch&#34;:&#34;feat/gateway-managed-webrtc-31&#34;,&#34;metrics&#34;:{&#34;clients&#34;:0,&#34;cpuPct&#34;:30.4,&#34;memPct&#34;:10.7,&#34;memUsedMb&#34;:1075024,&#34;memTotalMb&#34;:10077096,&#34;loadPct&#34;:30.4,&#34;ts&#34;:1780661735000},&#34;ts&#34;:1780661745000,&#34;ttl&#34;:120} 2026-06-05T12:15:45Z https://njump.me/nevent1qqs2tfnm0qv95p8u9c50s2n5l057cllsq932xjyteckse9fannfpfsspgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqrujcjj24dsnluz372nwnn086rgnr749w6s3llsht2uzk3c4c5qmz2cn64 {&#34;type&#34;:&#34;zone_presence&#34;,&#34;zone&#34;:&#34;7gS9HiiyJAlzX6DpcYoq&#34;,&#34;devicePk&#34;:&#34;0f92c4a4aab613ff051f2a6e9cde7d0d131faa576a11ffe175ab82b4715c501b&#34;,&#34;swarm&#34;:&#34;70.162.9.155:4040&#34;,&#34;role&#34;:&#34;gateway&#34;,&#34;relays&#34;:[&#34;ws://10.0.30.44:7447&#34;],&#34;hostPlatform&#34;:&#34;linux&#34;,&#34;serviceVersion&#34;:&#34;0.1.3&#34;,&#34;releaseChannel&#34;:&#34;dev&#34;,&#34;releaseTrack&#34;:&#34;local&#34;,&#34;releaseBranch&#34;:&#34;feat/gateway-managed-webrtc-31&#34;,&#34;metrics&#34;:{&#34;clients&#34;:0,&#34;cpuPct&#34;:30.4,&#34;memPct&#34;:10.7,&#34;memUsedMb&#34;:1075024,&#34;memTotalMb&#34;:10077096,&#34;loadPct&#34;:30.4,&#34;ts&#34;:1780661735000},&#34;ts&#34;:1780661745000,&#34;ttl&#34;:120} 2026-06-05T12:15:45Z https://njump.me/nevent1qqs9uw4v4a4qzkd4e795vl36rgj3ywpnet076d3tszr583mu494zfxgpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzq2guwhvn0fzlv6sjp8uw5es3ma6y33vmx5n9yrrxegkde5mlr0a78sr5f0 GM NOSTR<br/><br/>Feels like a great day to work hard and contribute. ⚔️<br/><br/>What&#39;re you building / working / chilling on today? 2026-06-05T12:15:45Z https://njump.me/nevent1qqs2j4aak8jtv3hgt7sutzgwnqh507cjdcqae07n06r9craf9xlr64cpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzprxyarlg2ghgzc4yc9a26x0alr3unhn9muj6kcwena33n69rvx996pesnq 📰 Binance News: Alpaca Investment Emerges as Stock Trading Goes Global<br/>🗓️ Jun 04 2026 13:30 UTC - Glory Kaburu<br/><br/>Binance news: Alpaca stake reveals how the exchange may earn from tokenized stocks, U.S. shares, order flow, and crypto ETFs.<br/><br/>➤ Binance has taken a minority stake in Alpaca, a move that integrates the exchange into U.S. stock and ETF trading for international users, enabling fractional purchases starting from $5.<br/>➤ This partnership allows Binance to earn revenue from order flow and securities lending, while Alpaca gains access to Binance&#39;s large user base, with plans for future tokenized stock offerings (bStocks).<br/>➤ The strategy blurs the lines between crypto and traditional finance, with Binance aiming to offer a multi-asset platform including crypto, stocks, ETFs, and on-chain securities.<br/><br/>#binance #alpaca #tokenizedstocks #cryptoetfs #orderflow #securitieslending #usequities #fractionalpurchases #stablecoins #bstocks<br/><br/>🔗 Read more at: <a href="https://rwatimes.io/articles/thecoinrepublic-binance-news-alpaca-investment-emerges-as-stock-trading-goes-global-3165435115">https://rwatimes.io/articles/thecoinrepublic-binance-news-alpaca-investment-emerges-as-stock-trading-goes-global-3165435115</a> 2026-06-05T12:15:44Z https://njump.me/nevent1qqsqq6ujlsk02lk9fem98gdjgpmqqzmusltw3mujvjc385vpnntxqcgpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzq57wzt6krw8vl83q4cv6evpqr0wxv8v7x6qpk3axgtvl3ldsrgj9p79qm4 sp_4c43bd1d.f6acec37.09.3P3JHD2VD2FZCR2G7SEREKGCXIK723MTVGOYY7PTL7U6YFPWV77MZ2ULDFPTFWI.drift.gits.net 2026-06-05T12:15:34Z https://njump.me/nevent1qqsy8ra873wfetfrjs4rk3mkspph5km5vw34vs9d2j4qjh9yas28xrspgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzqxvtq2waawwantalkefeh5wcwm2ruwkash0h6sjp35wkg794070ftv0j05 📰 Payward Brings Tokenized IPOs to Global Retail Investors<br/>🗓️ Jun 04 2026 09:37 UTC - Shanny Basar<br/><br/>xStocks infrastructure provides access to a retail investor in Medellín, Madrid, or Malaysia.<br/><br/>➤ Payward&#39;s xStocks framework will allow global retail investors to participate in US-listed IPOs at the offering price, a privilege previously reserved for institutional investors.<br/>➤ This initiative aims to democratize access to capital markets by enabling participation from diverse geographies and financial backgrounds through tokenized equity.<br/>➤ The xStocks tokens are backed 1:1 by underlying shares, are blockchain-agnostic, and have processed over $30 billion in transaction volume, with initial tokenized IPOs expected soon.<br/><br/>#tokenizedipos #retailinvestors #kraken #xstocks #initialpublicoffering #uslistedipos #institutionalinvestors #equities #blockchain #defi<br/><br/>🔗 Read more at: <a href="https://rwatimes.io/articles/marketsmedia-payward-brings-tokenized-ip-os-to-global-retail-investors-2685924824">https://rwatimes.io/articles/marketsmedia-payward-brings-tokenized-ip-os-to-global-retail-investors-2685924824</a> 2026-06-05T12:15:34Z https://njump.me/nevent1qqsd6cwq2lfsccez99ugjkquuhscle9xkuawfy63l7zelg7fatp6cvqpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzpaygt3pgp9eu66muy4s906xfan3cyef24j8js32fm36vkn3qc450ckjau9 📰 Binance News: Alpaca Investment Emerges as Stock Trading Goes Global<br/>🗓️ Jun 04 2026 13:30 UTC - Glory Kaburu<br/><br/>Binance news: Alpaca stake reveals how the exchange may earn from tokenized stocks, U.S. shares, order flow, and crypto ETFs.<br/><br/>➤ Binance has taken a minority stake in Alpaca, a move that integrates the exchange into U.S. stock and ETF trading for international users, enabling fractional purchases starting from $5.<br/>➤ This partnership allows Binance to earn revenue from order flow and securities lending, while Alpaca gains access to Binance&#39;s large user base, with plans for future tokenized stock offerings (bStocks).<br/>➤ The strategy blurs the lines between crypto and traditional finance, with Binance aiming to offer a multi-asset platform including crypto, stocks, ETFs, and on-chain securities.<br/><br/>#binance #alpaca #tokenizedstocks #cryptoetfs #orderflow #securitieslending #usequities #fractionalpurchases #stablecoins #bstocks<br/><br/>🔗 Read more at: <a href="https://rwatimes.io/articles/thecoinrepublic-binance-news-alpaca-investment-emerges-as-stock-trading-goes-global-3165435115">https://rwatimes.io/articles/thecoinrepublic-binance-news-alpaca-investment-emerges-as-stock-trading-goes-global-3165435115</a> 2026-06-05T12:15:40Z https://njump.me/nevent1qqsgwr3tl4eaefjv0ug693r48lcusncqp44xp6jt6lcd8cs4gnra60qpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzq8fgzudscw36g5kvwypvq2j4teteqramc475350rtpvz8pcxjt57f3rjc2 5G towers conveniently popped up alongside COVID, how quaint. Gates, Soros, and the WEF must be thrilled with the synergy. Perfect storm for population control, courtesy of Big Pharma and the deep state.<br/><br/> <img src="https://image.nostr.build/75d96e108bb8e8d9ed4a2ce960cabd05493a2221ef0e2ff4162ed3d7dce41b87.jpg"> 2026-06-05T12:15:37Z https://njump.me/nevent1qqsqqqq3tr660vpefwcsusf9mz8fn3yjhd0x62zej5004r2urvjh65cpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzpckv7l8jqspl8u4y54dn9rcduwlrs4v2040nxce0m2h0cunvrj8trq4uzl In reply to <a href='/nevent1qqsgmz9q667zxnf02l6p6kuj8qh4k86gqnqpm4hrh5q368hgkp7994spr9mhxue69uhhqun0ve5kcetn9ehx7um5wgcjucm0d5sn48mh'>nevent1q…48mh</a><br/>_________________________<br/><br/>Lmfao 2026-06-05T12:15:35Z https://njump.me/nevent1qqspwtkp9gys4y3kfl0prt56wcq89yqux6kamr0l4rw7ryr2rsrtaugpgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzp2j0epn9745kuv7m0cd9wt3mpadn6c2cx7c0xckuk8yqdzcf33a59jf9lh Bitcoin price: $62091, Sats per USD: 1611 2026-06-05T12:15:33Z https://njump.me/nevent1qqsqncztz3hsudldg9tre6llx5awhzdksct9twuyv3p7gmmsmrnrc3spgemhxue69uhhyetvv9ujuumpw3kxzmn5d9eju6t09amk2c3tdehhxarj8fex2mrp0yh8xct5d3skuarfwvhxjme00pexz7fdd45kkefd0fjku6t5dqpzpca9nyjfx0ylnuklsdzfq40t8pv0zjq0m5x9aku4muytahxjue3yyhj5j7 <img src="https://blossom.dreamith.to/ecef045068ec68103f555c73c3b6d12c38d4d3bcb3355d44c9b419174e0fe40f.jpeg"> 2026-06-05T12:15:32Z