봉천동 가치투자 연구소(봉현이형과 함께하는 우량자산 장기투자 모임)

봉천동 가치투자 연구소(봉현이형과 함께하는 우량자산 장기투자 모임)

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봉천동 가치투자 연구소(봉현이형과 함께하는 우량자산 장기투자 모임)

[Canaan More Than Doubles Sales in Q4 of Last Year] Bitcoin mining hardware manufacturer Canaan announced its Q4 earnings report, reporting $196 million in revenue for the period. According to The Block, this represents a 121% increase year-over-year and marks the highest quarterly revenue in three years. Mining volume reached 300 BTC in Q4, generating $30.4 million in revenue. As of the end of December, Canaan held 1,750 BTC and 3,951 ETH. Canaan stated, "Beyond our mining hardware business, we will focus more on computing and energy infrastructure." coinness.com/news/1149358

봉천동 가치투자 연구소(봉현이형과 함께하는 우량자산 장기투자 모임)

[OKX CEO: "We have different values from Binance...Listing decisions must be accountable"] The war of nerves between Chinese exchange OKX and Binance appears to be intensifying. OKX CEO Star Xu continued his sniping at Binance founder Changpeng Zhao (CZ) through his own platform, stating, "We have long maintained fundamentally different values from Binance. Centralized exchanges (CEXs) play a different role than decentralized exchanges (DEXs), and CEX listing decisions must be accountable." Today, CZ also lashed out at cryptocurrency analyst Benjamin Cowen, who criticized the indiscriminate listing of meme coins, through his platform, asking, "Is DEX listing good, and CEX listing bad? Every exchange has a listing system. Consider why your favorite token isn't listed." Binance has recently been embroiled in public criticism for its "indiscriminate meme coin listings" and its alleged responsibility for the "10/10 crash." Meanwhile, last year, OKX was also at the center of controversy regarding the listing of Pi Network (PI). coinness.com/news/1149357 Previous related breaking news: coinness.com/news/1148451

봉천동 가치투자 연구소(봉현이형과 함께하는 우량자산 장기투자 모임)

[Strategy Founder: "No Need to Sell BTC"] Michael Saylor, founder of Strategy, stated that he will "buy BTC every quarter and will not sell any of his holdings." According to Walter Bloomberg, he added that "Strategy's BTC sales are unfounded concerns." Strategy currently holds 714,644 BTC, with a total purchase price of approximately $54.35 billion and an average price of $76,056. coinness.com/news/1149337

봉천동 가치투자 연구소(봉현이형과 함께하는 우량자산 장기투자 모임)

[Vitalik: "Ethereum Must Protect Decentralization in the AI Era"] The Block reported that Ethereum founder Vitalik Buterin proposed Ethereum's role in the AI era. He stated, "Rather than focusing on building artificial general intelligence (AGI), Ethereum should focus on practical applications that protect privacy, decentralization, and human agency. First, trustless tools are needed to enable users to interact with AI systems in a private manner. Examples include Large Language Models (LLMs), cryptographic payment mechanisms that reduce reliance on centralized intermediaries, and client verification technology. AI agents must also be supported to conduct transactions without human intervention." He continued, "In the governance sector, AI tools can improve prediction markets and complex voting mechanisms. AI technology will be more useful if it is used to augment, rather than replace, human judgment." coinness.com/news/1149329

봉천동 가치투자 연구소(봉현이형과 함께하는 우량자산 장기투자 모임)

Eric Trump and JPYC CEO Okabe discussed "Vitalizing the Stablecoin Market through Cooperation between the US and Japan." • Expansion of the Korea-US-Japan Stablecoin Ecosystem: Eric Trump-led World Liberty Financial (WLFI) and JPYC, Japan's largest yen-pegged stablecoin issuer, have collaborated, suggesting the potential for building a digital asset settlement infrastructure linking Asia and the US. • Direct Exchange of USD1 and JPYC: Okabe mentioned "a system that will allow direct exchange of the US dollar-pegged stablecoin USD1 and Japan's JPYC in the future within Japan." This aims to facilitate instant swaps between stablecoins without complex currency exchange procedures. JPYC's Progress in Japan and Implications • Integration with Banks: JPYC is preparing for the era of bank-issued stablecoins through recent collaborations with Japan's Progmat (a platform led by Mitsubishi UFJ). • Building a global payment network: This discussion is interpreted as part of a strategy by Trump's WLFI project to secure dominance in the global payment and remittance market by combining it with Japan's institutional stablecoin infrastructure. Source x.com/hwani27/status/202115912...

봉천동 가치투자 연구소(봉현이형과 함께하는 우량자산 장기투자 모임)

Morgan Stanley has issued investment recommendations for three Bitcoin (BTC) mining companies, with an Overweight rating for Cypher Mining and Terrawolf and an Underweight rating for Mara Holdings. The analysts believe mining companies should be viewed as infrastructure assets rather than stocks tied to the price of Bitcoin. According to CoinDesk, a cryptocurrency media outlet, on the 9th (local time), Morgan Stanley issued an Overweight rating for Cypher Mining (CIFR) and Terrawolf (WULF), and an Underweight rating for Mara Holdings (MARA, formerly Marathon Digital). In its report, Morgan Stanley explained, "If a mining company has built a data center and entered into a long-term lease agreement with a trusted company, investing in that company is akin to investing in infrastructure assets rather than Bitcoin itself." The analysts added, "Such companies are better suited for investors who prioritize stable cash flow over traders who bet on Bitcoin price volatility." On the other hand, the report pointed out that companies that still maintain Bitcoin mining as their core business face limitations in terms of profitability. Morgan Stanley added, "Structuredally, it's difficult to expect significant profits from companies focused on mining." Target stock prices were also presented. Morgan Stanley set target prices of $38 for Cypher Mining, $37 for Terrawolf, and $8 for Mara Holdings. bloomingbit.io/feed/news/10575...

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