News linked to this event type.
According to sources familiar with the matter, Tencent is in talks to become the largest shareholder of AI agent company Manus. Most existing investors, including Tencent, ZhenFund, and Sequoia Capital China, are discussing supporting a deal at a $2 billion valuation to block Meta's acquisition.
According to Korean media Etoday, Korean securities firms have shown significant divergence in their assessments of SK Hynix's prospects, with the core divergence centering on whether AI storage demand can drive long-term growth. KB Securities maintains a "Buy" rating for SK Hynix. Based on the case of TSMC's ADR issuance in the US in 1997, it judges that SK Hynix's ADR listing will boost global investor participation and is expected to drive a synchronized revaluation of ADRs and Korean domestic shares. KB Securities also expects that in 2027, global DRAM and NAND wafer capacity growth rates will be only 7% and 4% respectively, lower than demand growth rates of 17% and 19%, and the tight memory supply situation may intensify further compared to 2026. BNK Investment & Securities, however, believes that the logic of hyperscale cloud service providers continuously increasing AI infrastructure investment is weakening, and the ADR listing will not significantly alter SK Hynix's domestic share valuation.
According to The Block, JPMorgan analysts pointed out in their latest report that although Strategy's Bitcoin selling plan has triggered market attention, it is not the core risk facing Bitcoin. The real structural threat lies in the fact that blockchain applications such as tokenization, payments, and settlements are increasingly occurring on permissioned chains (Permissioned Blockchain), rather than on public chains such as Ethereum. If this trend continues, the public chain ecosystem will face issues such as declining liquidity and weakened capital inflows, ultimately dragging down Bitcoin valuations. The analysts also warned that the proliferation of bank-built blockchain infrastructure and tokenized deposits could undermine the position of stablecoins in institutional payments; regulated alternatives such as SWIFT's blockchain plan, the digital euro, and the digital yuan also constitute competitive pressure. However, the analysts also pointed out that if hybrid public-private chain models emerge, stablecoin regulation becomes clearer, or Bitcoin continues to be held as "digital gold", the aforementioned risks may be mitigated.
According to PR Newswire, post-quantum cryptography (PQC) management platform QIZ Security announced the completion of a $17 million seed funding round, led by Bessemer Venture Partners and Merlin Ventures, with participation from Evolution Equity Partners, Qbeat Ventures, Singtel Innov8, and Qino Cyber Capital. The funding will be used to accelerate product development and market expansion. QIZ's core capabilities lie in providing enterprises with continuous crypto asset discovery, risk modeling, and remediation governance, helping organizations complete the migration to quantum-safe architecture before "Q-Day" (the point in time when quantum computers are expected to possess the capability to break existing encryption systems, anticipated around 2029) arrives. Currently, QIZ has established strategic partnerships with Cisco, AWS, Google, CrowdStrike, Deloitte, EY, and IBM, among others, with services covering the finance, telecommunications, healthcare, and critical infrastructure sectors. The company was co-founded by cybersecurity industry veterans Ben Volkow, Lenny Ridel, and former head of Deloitte's Global Quantum Cybersecurity team, Dr. Itan Barmes.
PPP Prediction Market Tool monitoring shows that on Polymarket, for the prediction event "Anthropic's highest valuation this year," the probability of Anthropic reaching a $1.5 trillion valuation by the end of 2026 has risen to 78%, up 47% in 24 hours; the probability of reaching $2 trillion has risen to 37%, up 19% in 24 hours.On June 1, Anthropic confidentially filed a draft S-1 registration statement with the U.S. SEC, officially initiating its IPO process in the United States. Recently, research firm SemiAnalysis released a report stating that Anthropic is expected to achieve $1 billion in GAAP operating profit in the third quarter of 2026, with an operating profit margin of 6%.Join the PPP Signal Push Community, stay one step ahead, and seize the opportunity.https://polymarket.com/zh/event/will-anthropics-valuation-hit-by-december-31
Elliptic (@elliptic) officially announced that blockchain analytics company Elliptic has received strategic investment from Circle Ventures. Previously, the company completed a $120 million Series D funding round in May this year, led by One Peak, with participation from Nasdaq Ventures, Deutsche Bank, and British Commercial Bank. Meanwhile, Circle has officially joined Elliptic's Agentic Design Partner Program. The program brings together infrastructure providers, compliance institutions, and technical teams to jointly develop compliance solutions for AI agents. Elliptic noted that AI agents differ from traditional bots, as they can set goals autonomously and make independent decisions. Their operating speed and scale have far exceeded the capacity limits of manual compliance systems, urgently requiring specialized solutions to address.
According to Fortune, DeFi asset management and risk analysis company Gauntlet completed a $125 million financing round, exclusively invested by Japanese financial group SBI Holdings. The financing was completed in June this year, and the specific valuation was not disclosed. This is Gauntlet's largest financing round since its establishment in 2018, far exceeding its $24 million Series B round in 2022 led by Ribbit Capital at a $1 billion valuation. Gauntlet was founded by former Wall Street quantitative trader Tarun Chitra. It initially focused on providing stress testing and vulnerability analysis services for DeFi protocols. Later, as the DAO governance model waned, it gradually transitioned to a "treasury curation" business—assessing yield strategy risks through quantitative analysis to help institutional investors manage digital asset allocation. Currently, its clients include asset management giant Apollo, Coinbase, and stablecoin issuer Circle.
: Anthropic's secondary market valuation has surged to $1.2 trillion, representing an increase of approximately 550% compared to the same period last year. "Anthropic is the most sought-after company in the history of the venture capital secondary market," said Javier Avalos, CEO of secondary trading platform Caplight; on the platform, Anthropic shares are trading at a valuation of $1.2 trillion. Glenn Anderson, CEO of Rainmaker Securities, a commercial bank focusing on private securities trading, also stated that he has observed transactions at a $1.2 trillion valuation, but due to a scarcity of sellers, such deals remain extremely rare. Less than three months ago, reports indicated that Anthropic's valuation had reached $1 trillion, surpassing OpenAI for the first time. OpenAI's valuation has been significantly higher than Anthropic's in recent years, but it is currently valued at just $908 billion on the Caplight platform. According to Avalos, Anthropic's $1.2 trillion valuation represents a year-over-year increase of 550%. In its Series H funding round announced in May, the company was valued at $965 billion. (Business Insider)
According to the official announcement, Binance Futures will sequentially list a total of 7 USDT perpetual contracts based on traditional financial assets on July 9, 2026, including BOTUSDT, WENUSDT, INTWUSDT, SNXXUSDT, XBIUSDT, BNCUSDT, and FWDIUSDT. The underlying assets cover US individual stocks and ETFs, with maximum leverage of 25x, funding rates settled every 8 hours, and support for 24/7 trading.
According to TechFlow Research, Bank of America reaffirmed its Buy rating for NVIDIA in a July 7 research report, with a price target of $350 versus the current $195.55, implying 79% upside. NVIDIA is currently trading at 15.7x expected 2027 P/E ratio, the lowest in seven years, representing a 30-35% discount to tech peers. BofA believes the market has overestimated risks such as HBM cost pressure and custom ASIC competition. Vera Rubin inference performance per watt is 10x higher than Blackwell, and gross margin is expected to remain at 75%. NVIDIA's sales to hyperscale customers increased 115% year-over-year, nearly twice the growth rate of cloud capex. Crowded positioning and $65 billion in ecosystem investment are risks but have been priced into the valuation.
According to official news, Prime Intellect announced the completion of a $130 million Series A financing round, led by Radical Ventures with participation from NVIDIA, Intel Capital, Dell Capital, and existing investors. The company stated that it will utilize the funds to continue building its "Open Superintelligence Stack" to support users in training, deploying, and continuously optimizing their own models.
According to Bloomberg, AI chip startup Positron is negotiating a two-stage financing round targeting a raise of approximately $750 million. People familiar with the matter said the first stage values the company at approximately $3.5 billion, while the second stage valuation could rise to $5 billion.
chip company Changxin Technology has received approval from the China Securities Regulatory Commission for registration and has officially initiated its IPO issuance procedures on the STAR Market. The company plans to raise 29.5 billion RMB through this issuance. Based on the fundraising amount and the number of shares issued, the estimated issuance price is approximately 4.41 RMB per share, and the estimated total market capitalization after listing will be close to 295 billion RMB.The company expects to achieve revenue of 110 billion to 120 billion RMB in the first half of 2026, with net profit ranging from 66 billion to 75 billion RMB, marking a turnaround from losses to profitability growth.According to the issuance arrangements, the initial strategic placement ratio is 50%, and the offline placement follows the "3+7" rule, with 70% of the shares distributed to offline investors locked up for 6 months. Calculations show that approximately 78% of the issued shares will be under restricted trading on the first day of listing, corresponding to an estimated tradable market capitalization of about 6.5 billion RMB for new shares on that day.Additionally, online investors are required to have STAR Market trading permissions and meet the Shanghai market value requirements. Some major shareholders have committed to a lock-up period of 36 months. The lead underwriter, CICC, has a 15% over-allotment option, allowing it to conduct price stabilization operations within 30 calendar days after listing.
Seb Audet, CEO of DeFi portfolio tracker Zapper, announced that after nearly seven years of operation, the company has decided to fully shut down. All functions, including the website, mobile app, and API services, will officially go offline on August 3rd. Founded in 2019, Zapper was a mainstream portfolio tracking tool in the DeFi space, with features encompassing liquidity pool monitoring, yield farming tracking, DEX aggregation, and NFT support. At its peak, the project had 2 million monthly active users and processed over $13 billion in transaction volume. Zapper previously raised a $15 million Series A funding round led by Framework Ventures, with participation from investors including Mark Cuban. Seb Audet stated that after evaluating various options, the company believes an orderly shutdown is the best course of action at this time.
Odaily News, Strive Vice President Joe Burnett posted on X platform, stating that BTC's break-even annualization is often difficult to understand, and it's important to grasp why. The market generally holds three types of views on Bitcoin: Bullish Bitcoin investors believe Bitcoin will appreciate significantly; if they can borrow long-term capital at a cost below 20% and anticipate Bitcoin's future compound annual growth rate will exceed that level, they are willing to finance the purchase of more Bitcoin. Neutral Bitcoin investors require a much lower hurdle rate of return for Bitcoin. According to Michael Saylor's post, if Bitcoin grows by only 3.3% annually, they could sustainably pay current dividends through Bitcoin capital gains. This is a different bet from expecting Bitcoin to grow at a compound rate of over 20%. For context, the historical annual growth rate of the US dollar M2 money supply is around 7%. BTC is a scarce monetary asset with a long-term supply growth rate of 0%. Therefore, buyers of digital credit don't need to be extremely bullish on Bitcoin; they primarily need to believe that Bitcoin won't die out and will roughly keep pace with dollar inflation. This audience is much broader. Joe Burnett stated this might already be the current global consensus view on Bitcoin. Bearish Bitcoin investors can also express their views by shorting Bitcoin or shorting Amplified Bitcoin. Currently, capital has three clear ways to express its view: Bullish on Bitcoin can hold Bitcoin and Amplified Bitcoin; Neutral on Bitcoin can hold Digital Credit; Bearish on Bitcoin can short Bitcoin or Amplified Bitcoin. Every major capital allocator now has a Bitcoin-related tool matching their worldview, and this is how over $1 quadrillion in global capital begins to flow into Bitcoin.
According to CoinDesk, Bitcoin Standard Treasury Company (BSTR) and Cantor Equity Partners I (CEPO) announced on July 8, 2026, that both parties will no longer proceed with the transaction under the original merger agreement signed in July 2025, but will instead renegotiate new terms to better reflect the current market environment. Meanwhile, the private investment in public equity (PIPE) arrangement attached to the original merger agreement will no longer be a prerequisite condition for the completion of the transaction. CEPO's shareholder meeting originally scheduled for July 10 has been postponed indefinitely; all redemption requests previously submitted will be cancelled, and the relevant shares will be returned to investors. BSTR initially planned to list via this SPAC merger, at which time its balance sheet would hold over 30,000 Bitcoins, and intended to raise up to $1.5 billion through PIPE financing to increase Bitcoin holdings.
According to Bloomberg, cryptocurrency-focused venture capital firm Paradigm announced on July 8, 2026, the completion of a $1.2 billion new fund raise, which is the firm's third venture capital fund to date. This fundraising marks Paradigm's formal expansion of its investment landscape beyond the cryptocurrency sector, with new investments in the artificial intelligence and robotics technology sectors.
Paradigm, a venture capital firm focused on the crypto space, has raised approximately $1.2 billion, planning to increase its investment layout in projects related to Artificial Intelligence (AI).According to sources familiar with the matter, this fundraising will primarily focus on AI infrastructure, AI Agents, and the convergence of AI and blockchain technology. Paradigm aims to capture the next wave of technological innovation through this new fund and expand its investment footprint in emerging technology sectors.Founded in 2018 by Matt Huang and Fred Ehrsam, Paradigm is one of the leading venture capital firms in the crypto industry, having invested in numerous blockchain projects including Coinbase and Uniswap.This fundraising indicates that after adjusting to the previous market cycle, crypto capital is refocusing on the intersection of AI and blockchain. With the rapid development of areas such as AI agents, decentralized computing, and on-chain data infrastructure, an increasing number of crypto investment firms are viewing AI as a significant growth opportunity for the next phase. (Bloomberg)
Serenity, known as the "White-Haired Stock Guru," posted on X platform stating that Blue Origin is seeking to raise $10 billion in funding, with a company valuation target of approximately $130 billion. If this fundraising is completed at this valuation, it will provide a new valuation anchor for the commercial aerospace industry, potentially benefiting other aerospace-related companies including RKLB and ASTS. If leading companies like SpaceX and Blue Origin can achieve such high market valuations, investors may reassess the long-term value of companies across the entire space economy industry chain.
Jeremy Grantham, renowned investor, co-founder, and chief investment strategist at GMO, stated that the market might look back on the SpaceX listing in 50 years with a sense of "mockery," calling it "the most outrageous IPO in human history."Grantham believes that SpaceX’s grand vision of "making humanity a multi-planetary species," coupled with the market’s current strong enthusiasm for the company, could be viewed by investors in the future as excessive optimism. "Everyone is lining up to tell you to buy the most outrageous IPO in human history. 50 years from now, people will quote paragraphs from the prospectus and laugh about it," he said.Since SpaceX joined the Nasdaq-100, it has garnered significant institutional attention, but its stock price has faced pressure recently. Currently, SpaceX’s stock is down about 7% from its one-month high, hovering around $150, only slightly above its IPO target price of $135.Wall Street institutions are divided on SpaceX’s future valuation. Morgan Stanley reportedly has given it a $300 price target, while Goldman Sachs analysts estimate a target of around $205. JPMorgan Chase believes that Elon Musk’s goal of achieving $1 trillion in revenue by 2031 is "theoretically achievable" but would require extremely strong execution capabilities.Grantham also pointed out that one of SpaceX’s biggest risks is its heavy reliance on Musk’s personal leadership. He noted that Musk holds approximately 82% of the voting control, which serves as both a key driver of SpaceX’s culture and innovation capability, and a source of risk related to governance structure and leadership changes.However, Grantham acknowledged that SpaceX’s inclusion in the Nasdaq index could generate additional buying pressure. He said that as a large amount of funds tracking the Nasdaq index are forced to allocate to SpaceX stock, market demand may exceed supply, thereby pushing the stock price up.Nevertheless, he believes that in the long run, SpaceX still faces significant challenges. If the valuation logic for the company ultimately holds, the future world could undergo drastic changes driven by the development of artificial intelligence and automation technologies. Conversely, if expectations fail to materialize, this IPO would also become a landmark event in financial history. (Fortune)