• Have you ever imagined a blockchain where transaction fees are not something you buy, but something your tokens generate?

    In Midnight Network, NIGHT is more than just a capital asset.

    It automatically produces DUST the actual “fuel” used to pay for transactions.

    But here’s the interesting part:

    DUST can be generated, reach a maximum capacity, and then decay if you disconnect the link.

    There are 4 unique phases:

    Generation
    Constant Capacity
    Decay
    Empty

    This model creates a powerful opportunity: developers can cover users’ transaction costs simply by holding NIGHT.

    The result? Much smoother onboarding with zero “you need to buy gas first” friction.

    I’ve broken down the complete mechanics in a clear and easy-to-understand article here

    If you’re exploring blockchain, privacy chains, or looking for a different tokenomics model.

    this is worth a read. $NIGHT #DUST

    https://shokhibulburh4n.substack.com/p/mekanika-generasi-dan-peluruhan-dust?utm_source=share&utm_medium=android&r=1t7r60
    Have you ever imagined a blockchain where transaction fees are not something you buy, but something your tokens generate? In Midnight Network, NIGHT is more than just a capital asset. It automatically produces DUST the actual “fuel” used to pay for transactions. But here’s the interesting part: DUST can be generated, reach a maximum capacity, and then decay if you disconnect the link. There are 4 unique phases: Generation Constant Capacity Decay Empty This model creates a powerful opportunity: developers can cover users’ transaction costs simply by holding NIGHT. The result? Much smoother onboarding with zero “you need to buy gas first” friction. I’ve broken down the complete mechanics in a clear and easy-to-understand article here If you’re exploring blockchain, privacy chains, or looking for a different tokenomics model. this is worth a read. $NIGHT #DUST https://shokhibulburh4n.substack.com/p/mekanika-generasi-dan-peluruhan-dust?utm_source=share&utm_medium=android&r=1t7r60
    SHOKHIBULBURH4N.SUBSTACK.COM
    Mekanika Generasi dan Peluruhan DUST
    Pemisahan antara aset modal (NIGHT) dan bahan bakar operasional (DUST) membuka berbagai manfaat ekosistem..
    Love
    1
    0 Yorumlar 0 hisse senetleri 158 Views 0 önizleme
  • Just published a new piece on one of Midnight Network’s most interesting features: DUST

    In most blockchains, transaction fees rise and fall with the price of the native token. This creates unpredictable costs that frustrate both developers and businesses.

    Midnight takes a different approach. The NIGHT token isn’t used to pay for transactions. Instead, it generates DUST a dedicated resource used solely for fees. The result? Much more stable and predictable operational costs.If you’d like to understand how this system works, you can read the full post here!

    Artikel dalam bahasa Indonesia

    https://shokhibulburh4n.substack.com/p/pengenalan-dust-di-midnight?utm_source=share&utm_medium=android&r=1t7r60
    Just published a new piece on one of Midnight Network’s most interesting features: DUST In most blockchains, transaction fees rise and fall with the price of the native token. This creates unpredictable costs that frustrate both developers and businesses. Midnight takes a different approach. The NIGHT token isn’t used to pay for transactions. Instead, it generates DUST a dedicated resource used solely for fees. The result? Much more stable and predictable operational costs.If you’d like to understand how this system works, you can read the full post here! Artikel dalam bahasa Indonesia 🙌😉 https://shokhibulburh4n.substack.com/p/pengenalan-dust-di-midnight?utm_source=share&utm_medium=android&r=1t7r60
    SHOKHIBULBURH4N.SUBSTACK.COM
    Pengenalan DUST di Midnight
    Solusi Inovatif untuk Biaya Transaksi yang Stabil di Blockchain
    Love
    1
    0 Yorumlar 0 hisse senetleri 146 Views 0 önizleme
  • How Torum Left Its Global Community in the Dust
    https://www.publish0x.com/beginning-crypto/how-torum-left-its-global-community-in-the-dust-xmgrezg
    #socialfi #web3
    How Torum Left Its Global Community in the Dust https://www.publish0x.com/beginning-crypto/how-torum-left-its-global-community-in-the-dust-xmgrezg #socialfi #web3
    0 Yorumlar 0 hisse senetleri 2K Views 0 önizleme
  • $RCAT
    Red Cat Holdings Balance Sheet Summary

    Financial Status
    The company reported quarterly revenue of $3.2 million (down 50% year-over-year).
    Net loss of $13.3 million (up 63% year-over-year).
    Gross profit increased by 40% year-over-year to $375,000.
    Cash and receivables totaled $66.9 million at the end of the quarter.
    Inventory and deposits of $21 million are being prepared for production capacity.
    Loss per share was reported as $0.15.

    Operational Developments
    - TD3 LRP contract signed with the US Army: 690 SRR Black Widow drone systems will be delivered.
    - AS9100 certification received: Quality and safety standard in the defense industry.
    - Production partnership established with ESAero: Outsourced support will be provided for mass production. - Expansion into the USV (Uncrewed Surface Vessel) segment: Product diversity is increasing with naval vessels.

    Strategic Notes
    - The company's liquidity position is sufficient to provide more than 20 quarters of operational capital at its current revenue level.
    - The defense-focused transformation offers the potential to increase profitability with higher-margin contracts.
    - The expansion of the SRR budget for 2026 strengthens the forward-looking revenue outlook.
    $RCAT Red Cat Holdings Balance Sheet Summary 💰 Financial Status The company reported quarterly revenue of $3.2 million (down 50% year-over-year). Net loss of $13.3 million (up 63% year-over-year). Gross profit increased by 40% year-over-year to $375,000. Cash and receivables totaled $66.9 million at the end of the quarter. Inventory and deposits of $21 million are being prepared for production capacity. Loss per share was reported as $0.15. 🛡️ Operational Developments - TD3 LRP contract signed with the US Army: 690 SRR Black Widow drone systems will be delivered. - AS9100 certification received: Quality and safety standard in the defense industry. - Production partnership established with ESAero: Outsourced support will be provided for mass production. - Expansion into the USV (Uncrewed Surface Vessel) segment: Product diversity is increasing with naval vessels. 📌 Strategic Notes - The company's liquidity position is sufficient to provide more than 20 quarters of operational capital at its current revenue level. - The defense-focused transformation offers the potential to increase profitability with higher-margin contracts. - The expansion of the SRR budget for 2026 strengthens the forward-looking revenue outlook.
    Like
    Love
    2
    0 Yorumlar 0 hisse senetleri 3K Views 0 önizleme
  • US President Trump signed an executive order to maintain leadership in the commercial space industry and ease regulations! This order aims to increase the US's competitiveness in the space race.
    The executive order's key objectives:
    ​Reduce Red Tape: Faster issuance of commercial launch licenses and permits.

    Promote Innovation: Establish a clear framework for new activities like in-space manufacturing.

    New Spaceports: Facilitate the construction of new spaceports.

    These steps aim to increase the number of commercial space launches by 2030.
    The future is in space!
    ​Source: White House Executive Order on "Enabling Competition in the Commercial Space Industry"
    $Rklb $ASTS
    #CommercialSpace #SpaceIndustry #NASA #Trump #SpaceRace #Technology #Innovation
    🚀 US President Trump signed an executive order to maintain leadership in the commercial space industry and ease regulations! 🇺🇸 This order aims to increase the US's competitiveness in the space race. 🛰️ ​📋 The executive order's key objectives: ​Reduce Red Tape: Faster issuance of commercial launch licenses and permits. Promote Innovation: Establish a clear framework for new activities like in-space manufacturing. New Spaceports: Facilitate the construction of new spaceports. These steps aim to increase the number of commercial space launches by 2030. The future is in space! ✨ ​Source: White House Executive Order on "Enabling Competition in the Commercial Space Industry" $Rklb $ASTS #CommercialSpace #SpaceIndustry #NASA #Trump #SpaceRace #Technology #Innovation
    Like
    1
    0 Yorumlar 0 hisse senetleri 4K Views 0 önizleme
  • $CRCL | Circle Internet Q2’25 Summary

    • Revenue: $658M (Est. $644.7M) | +53% YoY
    • EPS: -$0.18 (Est. $0.34) → non-cash expenses, largely driven by the IPO; Net Loss -$482M (including $591M IPO-related charges)

    USDC & Operations
    • USDC in circulation: $61.3B (+90% YoY) — Aug 10: $65.2B
    • Avg USDC: $61.0B (+86% YoY)
    • Market share: 28% (+595 bps YoY)
    • USDC on platform: $6.0B (+924% YoY)
    • Meaningful wallets: 5.7M (+68% YoY)

    Profitability
    • Adj. EBITDA: $126M (+52% YoY), margin 50% (+463 bps)
    • RLDC: $251M (+38% YoY); margin 38% (-408 bps) → to watch

    Guidance
    • USDC growth: ~40% CAGR (multi-year)
    • FY25 Other Rev: $75–85M | FY25 RLDC margin: 36–38%
    • FY25 Adj. Opex: $475–490M

    Strategy / Corporate
    • $1.2B IPO completed; $583M net cash
    • Circle Payments Network (May): 100+ institution pipeline
    • Arc: L1 for stablecoin finance (public testnet fall)
    • Partnerships: Binance, Corpay, FIS, Fiserv, OKX
    • GENIUS Act enacted → Federal stablecoin framework in the US

    CEO – Jeremy Allaire: IPO marks critical turning point for Circle and stablecoin adoption; cross-industry interest accelerates.

    My comment:
    Strong outlook: USDC volume & market share accelerating; core profitability (Adj. EBITDA, 50% margin) healthy.
    Red dot: EPS/Net loss largely a non-cash accounting impact from the IPO; not a sign of operational weakness.
    3 key points in focus: (1) Is USDC circulation growth sustainable? (2) Is the RLDC margin reversing from 38%? (3) Actual adoption/integration speed in Payments Network & Arc.
    Thesis: Regulation clarified with the GENIUS Act + institutional partnerships → Increases revenue visibility in 2H25.
    Risks: Crypto volume cycle, Tether competition, maintaining OPEX discipline.

    Not investment advice!!!
    #CRCL #USDC #Stablecoin #Crypto #Fintech #Earnings #Web3 #Payments #Blockchain
    $CRCL | Circle Internet Q2’25 Summary • Revenue: $658M 🟢 (Est. $644.7M) | +53% YoY • EPS: -$0.18 🔴 (Est. $0.34) → non-cash expenses, largely driven by the IPO; Net Loss -$482M (including $591M IPO-related charges) USDC & Operations • USDC in circulation: $61.3B (+90% YoY) — Aug 10: $65.2B • Avg USDC: $61.0B (+86% YoY) • Market share: 28% (+595 bps YoY) • USDC on platform: $6.0B (+924% YoY) • Meaningful wallets: 5.7M (+68% YoY) Profitability • Adj. EBITDA: $126M (+52% YoY), margin 50% (+463 bps) 🟢 • RLDC: $251M (+38% YoY); margin 38% (-408 bps) → to watch Guidance • USDC growth: ~40% CAGR (multi-year) • FY25 Other Rev: $75–85M | FY25 RLDC margin: 36–38% • FY25 Adj. Opex: $475–490M Strategy / Corporate • $1.2B IPO completed; $583M net cash • Circle Payments Network (May): 100+ institution pipeline • Arc: L1 for stablecoin finance (public testnet fall) • Partnerships: Binance, Corpay, FIS, Fiserv, OKX • GENIUS Act enacted → Federal stablecoin framework in the US CEO – Jeremy Allaire: IPO marks critical turning point for Circle and stablecoin adoption; cross-industry interest accelerates. My comment: Strong outlook: USDC volume & market share accelerating; core profitability (Adj. EBITDA, 50% margin) healthy. Red dot: EPS/Net loss largely a non-cash accounting impact from the IPO; not a sign of operational weakness. 3 key points in focus: (1) Is USDC circulation growth sustainable? (2) Is the RLDC margin reversing from 38%? (3) Actual adoption/integration speed in Payments Network & Arc. Thesis: Regulation clarified with the GENIUS Act + institutional partnerships → Increases revenue visibility in 2H25. Risks: Crypto volume cycle, Tether competition, maintaining OPEX discipline. Not investment advice!!! #CRCL #USDC #Stablecoin #Crypto #Fintech #Earnings #Web3 #Payments #Blockchain
    0 Yorumlar 0 hisse senetleri 5K Views 0 önizleme
  • MAG7 vs. S&P 493 – April 7 → August 12, 2025

    The market picture is clear: The big ones are carrying, the broad base is providing limited support. Here's an X-ray of the last 4.5 months

    MAG7 (AAPL, AMZN, GOOGL, META, MSFT, NVDA, TSLA)
    • Index Weight: ~35.4% (record high)
    • Performance: +10.7%
    • Earnings growth +28% in Q1, continued strong in Q2
    • Still priced in with the "AI + quality growth" narrative
    • Risk: High valuation → susceptibility to surprises

    S&P 493 (Remainder)
    • Performance: +4.1% (RSP index)
    • Breadth: 55% at 200-day moving average
    • Earnings growth, but above-index momentum is limited
    • Valuation is more reasonable → potential for "catch-up"

    Overall Index (S&P 500)
    • Performance: +8.3%
    • P/E: 22.1x → Above 5- and 10-year moving averages
    • Q2 earnings growth: 11.8% (mega-caps again the driving force)

    Reading:
    While the MAG7 rebounded ~35% from its April 7 lows, the broad base remains moderate. Most of the index's rise comes from giants. Concentration risk is high → the impact is disproportionate, both in the uptrend and downtrend.

    Tactical Recommendation:

    - Strengthen the Majors: Include companies with growing profits and strong balance sheets (excess cash) within the MAG7 in your main portfolio.

    - Layer the Rest: Add small-medium weightings to sectors (healthcare, select industrials, some defensive stocks) within the 493 whose earnings expectations have been revised upwards and whose prices remain reasonable.

    - Divide Risk: Don't concentrate your investment solely on giant stocks; Diversify with products like the equal-weight index (RSP) or the S&P 500 – Excluding Top 10 Stocks.

    - Follow the Macro: Fed interest rate decisions, inflation data, and global trade news can quickly change the direction of mega-cap stocks in particular.

    This is not investment advice, but for informational purposes only!!!
    #MAG7 #SP500 #Finance #StockMarket #Investment #Stocks #MarketAnalysis #Investor #BorsaIstanbul #NASDAQ #WallStreet #Economy #FinancialLiteracy #Index #InvestmentStrategy #Portfolio
    📊 MAG7 vs. S&P 493 – April 7 → August 12, 2025 The market picture is clear: The big ones are carrying, the broad base is providing limited support. Here's an X-ray of the last 4.5 months ⬇️ 🔹 MAG7 (AAPL, AMZN, GOOGL, META, MSFT, NVDA, TSLA) • Index Weight: ~35.4% 📈 (record high) • Performance: +10.7% • Earnings growth +28% in Q1, continued strong in Q2 • Still priced in with the "AI + quality growth" narrative • Risk: High valuation → susceptibility to surprises 🔹 S&P 493 (Remainder) • Performance: +4.1% (RSP index) • Breadth: 55% at 200-day moving average • Earnings growth, but above-index momentum is limited • Valuation is more reasonable → potential for "catch-up" 🔹 Overall Index (S&P 500) • Performance: +8.3% • P/E: 22.1x → Above 5- and 10-year moving averages • Q2 earnings growth: 11.8% (mega-caps again the driving force) 📌 Reading: While the MAG7 rebounded ~35% from its April 7 lows, the broad base remains moderate. Most of the index's rise comes from giants. Concentration risk is high → the impact is disproportionate, both in the uptrend and downtrend. 📌 Tactical Recommendation: - Strengthen the Majors: Include companies with growing profits and strong balance sheets (excess cash) within the MAG7 in your main portfolio. - Layer the Rest: Add small-medium weightings to sectors (healthcare, select industrials, some defensive stocks) within the 493 whose earnings expectations have been revised upwards and whose prices remain reasonable. - Divide Risk: Don't concentrate your investment solely on giant stocks; Diversify with products like the equal-weight index (RSP) or the S&P 500 – Excluding Top 10 Stocks. - Follow the Macro: Fed interest rate decisions, inflation data, and global trade news can quickly change the direction of mega-cap stocks in particular. This is not investment advice, but for informational purposes only!!! #MAG7 #SP500 #Finance #StockMarket #Investment #Stocks #MarketAnalysis #Investor #BorsaIstanbul #NASDAQ #WallStreet #Economy #FinancialLiteracy #Index #InvestmentStrategy #Portfolio
    0 Yorumlar 0 hisse senetleri 7K Views 0 önizleme
  • In today's technology agenda, quantum computing is seen as the key to the future.
    Here are the quantum companies that could shape the future:
    ​ $IONQ: Providing an integrated approach that combines hardware and software, it is advancing towards commercializing quantum computing technology.
    ​ $RGTI: Developing quantum processors using superconducting technology and providing cloud access to quantum computing platforms.
    ​ $QUBT: Aiming to become a major player in the industry by accelerating quantum technology with advanced hardware and software solutions.
    ​ $D-WAVE: Focusing on solving optimization problems using quantum annealing.
    ​ $HON: A technology giant that provides quantum computing solutions in various sectors, such as fishing systems, smart cities, and aviation.
    ​ $XLNX ( $AMD): Supporting industry innovation by developing specialized hardware and software solutions for quantum computing.
    ​These companies play a leading role in shaping the technology of the future. The potential of quantum computing is limitless!
    ​#Quantum #QuantumComputing #Technology #Investment #Future #IONQ #RGTI #QUBT #DWAVE #AMD
    In today's technology agenda, quantum computing is seen as the key to the future. Here are the quantum companies that could shape the future: ⚛️💡 ​ $IONQ: Providing an integrated approach that combines hardware and software, it is advancing towards commercializing quantum computing technology. 🚀 ​ $RGTI: Developing quantum processors using superconducting technology and providing cloud access to quantum computing platforms. ☁️💻 ​ $QUBT: Aiming to become a major player in the industry by accelerating quantum technology with advanced hardware and software solutions. 📈 ​ $D-WAVE: Focusing on solving optimization problems using quantum annealing. 🌐🔬 ​ $HON: A technology giant that provides quantum computing solutions in various sectors, such as fishing systems, smart cities, and aviation. ✈️🏙️ ​ $XLNX ( $AMD): Supporting industry innovation by developing specialized hardware and software solutions for quantum computing. ⚙️🔗 ​These companies play a leading role in shaping the technology of the future. The potential of quantum computing is limitless! 🌌 ​#Quantum #QuantumComputing #Technology #Investment #Future #IONQ #RGTI #QUBT #DWAVE #AMD
    Like
    1
    0 Yorumlar 0 hisse senetleri 4K Views 0 önizleme
  • $RXRX
    Analysts Confident in Recursion Pharmaceuticals' Future: Earnings Estimates Rising!

    Biotechnology company Recursion is on analysts' radars. The company's revenue is expected to jump from approximately $70.58 million this year to $113.91 million next year, a growth of over 61%. This strong growth outlook has analysts painting an optimistic outlook for the stock.

    The 25% revenue surpassing expectations in the last quarter was a major driver of this positive sentiment. Partnerships with industry giants like Sanofi, including a potential $300 million payout, also bolster confidence in the company's future revenue streams.

    The consensus rating from five analysts is "Buy," while the average price target for the stock is $7.00. This target suggests a potential upside of approximately 29% from the current price. The fact that the company has sufficient cash reserves until the last quarter of 2027 also demonstrates its financial resilience.
    $RXRX Analysts Confident in Recursion Pharmaceuticals' Future: Earnings Estimates Rising! 📈 Biotechnology company Recursion is on analysts' radars. The company's revenue is expected to jump from approximately $70.58 million this year to $113.91 million next year, a growth of over 61%. This strong growth outlook has analysts painting an optimistic outlook for the stock. The 25% revenue surpassing expectations in the last quarter was a major driver of this positive sentiment. Partnerships with industry giants like Sanofi, including a potential $300 million payout, also bolster confidence in the company's future revenue streams. The consensus rating from five analysts is "Buy," while the average price target for the stock is $7.00. This target suggests a potential upside of approximately 29% from the current price. The fact that the company has sufficient cash reserves until the last quarter of 2027 also demonstrates its financial resilience.
    0 Yorumlar 0 hisse senetleri 2K Views 0 önizleme
  • TRUMP'S FIRM MESSAGE TO THE CHIP INDUSTRY:

    "We will impose 100% tariffs on all chips!"
    Massive tariffs are coming on semiconductors coming from outside the US.

    However, there will be no extra cost for companies investing in the US.

    Washington appears determined to bring production domestically.

    #Trump #Chip #Semiconductor #Trade #US #TechWar
    📢 TRUMP'S FIRM MESSAGE TO THE CHIP INDUSTRY: 💥 "We will impose 100% tariffs on all chips!" 💥 Massive tariffs are coming on semiconductors coming from outside the US. 🇺🇸 However, there will be no extra cost for companies investing in the US. ➡️ Washington appears determined to bring production domestically. #Trump #Chip #Semiconductor #Trade #US #TechWar
    Haha
    1
    0 Yorumlar 0 hisse senetleri 3K Views 0 önizleme
  • German Factory Orders Drop Unexpectedly in June

    June 2025: -1.0% (Expected: +1.0%)
    May (revised): -0.8%
    Second consecutive month of decline!
    Main reason:
    – Sharp decline of -23.1% in aircraft, ship, train, and military vehicle orders
    – Demand also weakened for automotive and metal products
    Electrical equipment orders increased
    3-month average (Q2): +3.1%
    – Orders brought forward ahead of global tariff hikes and the trade recovery in the Eurozone supported

    #Germany #DAX #EWG #Economy #IndustrialOrders #EURUSD #RecessionRisk
    📉 German Factory Orders Drop Unexpectedly in June 🔹 June 2025: -1.0% (Expected: +1.0%) ❌ 🔹 May (revised): -0.8% 🔹 Second consecutive month of decline! 📉 Main reason: – Sharp decline of -23.1% in aircraft, ship, train, and military vehicle orders ✈️🚢🚆 – Demand also weakened for automotive and metal products 🚗🔧 🔌 Electrical equipment orders increased ✅ 📊 3-month average (Q2): +3.1% – Orders brought forward ahead of global tariff hikes and the trade recovery in the Eurozone supported 🌍📦 #Germany #DAX #EWG #Economy #IndustrialOrders #EURUSD #RecessionRisk
    Like
    1
    0 Yorumlar 0 hisse senetleri 4K Views 0 önizleme