Yapay zekanın dünya çapında çok fazla konuşulmaya başlamasından bu yana hisse değeri sürekli artan Nvidia'nın 2024 yılı ikinci çeyrek kazanç raporu bu akşam açıklanacak. Son dönemde düşen teknoloji hisseleri için de Nvidia kazanç raporu büyük önem taşıyor. Hisse değeri sene başından bu yana %157 artan Nvidia'nın gelirlerinin de %112 artması bekleniyor. 2022 ylında yapay zekanın dünya çapında çılgınlık seviyesinde konuşulmasıyla, çip üretimi de ayrı bir önem kazandı. GPU olarak da bilinen ve büyük miktarda veri işleme kapasitesine sahip olan çipler, yapay zeka için en önemli unsurlar haline geldi. Bu durum ise Nvidia gibi çip üreticilerini ön plana çıkardı.
İşte 2022’den bu yana piyasa değerini 9 kat artıran, haziran ayında ise kısa süreli de olsa dünyanın en büyük piyasa değerine sahip şirketi konumuna gelen Nvidia, artık herkesin radarındaki firmalardan oldu.
Beklentiler yine yüksek ama…
Geçtiğimiz çeyreklerdeki kazanç raporlarıyla piyasalardaki düşüşü dahi engelleyen şirketin bu çeyrekte de gelirlerini %112 civarında artırması bekleniyor. Ancak geçen senenin aynı döneminde %250 olan gelir artışı, artık yavaşlamaya başladı. Nvidia hisseleri, geçtiğimiz haftalarda ABD piyasalarındaki düşüşlerle beraber değer kaybetmiş ama daha sonra yeniden yükselişe geçmişti.
“Dünyanın en önemli hissesi…”
Uzmanlar ise Nvidia hisselerindeki volatiliteye dikkat çekiyor ve yapay zeka talebinin azalması durumunda, Nvidia gelirlerinde de sert bir düşüş olacağı öngörüsünde bulunuyor.
Yapay zeka ve makine öğrenimi teknolojisini kullanarak teknoloji hisselerinde pozisyon alma yazılımı geliştiren EMJ şirketinin kurucusu olan Eric Jackson, CNBC’ye verdiği demeçte, Nvidia’nın şu anda dünyanın en önemli şirketi ve hissesi olduğunu belirtti:
“Eğer bir yumurta kırarlarsa tüm piyasa için büyük sorun olur ancak ben iyi bir kazanç raporu geleceğini ve piyasanın yukarı yönlü hareket edeceğini düşünüyorum.
Son 3 çeyrek hep 3 haneli arttı
Bilindiği üzere Microsoft, Alphabet, Meta, Amazon ve Tesla gibi şirketler, yapay zeka modelleri çalıştırmak ve yoğun veri işlemesi sağlamak için genelde Nvidia çiplerini satın alıyor. Nvidia’nın gelirleri son 3 çeyrekte hep 3 haneli yani en az %100 arttı. Ancak biraz önce de belirttiğimiz gibi analistler, yine 3 habeli bir yükseliş bekliyor olsalar da, bunun yavaşlayan bir hızda gitmesini öngörüyorlar. Ekim ayındaki 3. çeyrek kazanç raporundaki büyümenin ise şu anda %75 civarında olması bekleniyor. Yani düşüş analistlere göre devam edecek.
Sonuç olarak Nvidia’nın bu akşam ABD piyasaları kapandıktan sonraki kazanç raporu, yarınki işlem günü kadar kripto paralardaki gidişatı da kısa vadede etkileyebilir.$WLD

The new Digital Assets Sandbox (DAS) by Chainlink represents a significant advancement in the field of asset tokenization, allowing financial institutions to conduct tests in days instead of months. 

This innovative solution could accelerate the adoption of asset tokenization in the financial sector, offering a secure and efficient environment for experimentation. Let’s see all the details below. 

Acceleration of tokenization trials for Chainlink: Digital Assets Sandbox

As anticipated, Chainlink has launched the Digital Assets Sandbox (DAS) specifically designed for financial institutions, with the goal of accelerating digital asset innovation. 

The DAS allows institutions to quickly explore new revenue generation opportunities, such as the tokenization of bonds, with improved time-to-market and greater overall efficiency.

Angela Walker, Global Head of Banking and Capital Markets at Chainlink Labs, emphasized the growing institutional demand for secure testing environments for digital assets. In a statement, Walker noted: 

“The Digital Assets Sandbox by Chainlink addresses this need by allowing institutions to create rapid Proof of Concept in a few days, not months, leveraging the expertise of Chainlink Labs in research and development.”

Financial institutions need greater access to blockchain technology to drive innovation and develop new use cases.

The DAS of Chainlink provides a secure and reliable standard, facilitating on-chain finance on a large scale and improving the infrastructure of the financial sector.

Walker ha sottolineato l’importanza di questa iniziativa, affermando: 

“The institutional world needs to access the blockchain sector, and Chainlink provides the secure and protected standard capable of supporting on-chain finance on a large scale.”

The DAS also offers ready-to-use digital asset workflows, including the tokenization of real-world assets (RWA), allowing institutions to develop stronger business and investment strategies. 

Kevin Johnson, Head of Innovation Competence Center at Euroclear, commented: 

“The Digital Assets Sandbox provides a safe environment where financial institutions and fintech can experiment and understand how technology influences operational and business models.”

The future of tokenization: a trillion-dollar opportunity

The tokenization is destined to become a market opportunity worth trillions of dollars. 

According to a report by the Global Financial Markets Association (GFMA) and the Boston Consulting Group, the value of tokenized illiquid assets could reach 16 trillion dollars by 2030. 

The analysts at Citigroup predict a further increase of 4-5 trillion dollars in tokenized digital securities by 2030.

The estimates of Northern Trust and HSBC suggest that from 5% to 10% of all assets could be digitally tokenized by 2030, highlighting the immense potential and transformative impact of tokenization in the financial sector.

Chainlink (LINK) on the rise: signs of recovery and strategic accumulation

The market of criptovalute is showing signs of recovery after a phase of intense selling pressure, caused by the German government’s decision to liquidate all its reserves.

Among the main altcoins, Chainlink (LINK) has recorded notable increases in value. Strengthening this positive trend are unknown entities, likely whales or institutional investors, who have continued to accumulate LINK tokens in their reserves.

In the last three weeks, the large-scale accumulation of LINK suggests a positioning strategy by a major market player, indicating a possible bull sentiment. 

The cryptocurrency analyst Ali Martinez revealed that the whales have purchased over 10 million LINK in the last two weeks, worth nearly 120 million dollars.

IntoTheBlock has highlighted a significant trend in the net flows of LINK exchanges, which have been negative in the last two weeks. 

Approximately 110 million dollars of LINK have been withdrawn from exchanges during this period, a behavior often associated with an accumulation phase. 

This suggests that investors are transferring LINK from exchanges to long-term wallets, indicating a growing confidence in the prospects of LINK.

The data from Lookonchain shows that 93 new wallets have collectively withdrawn 12.75 million LINK tokens. Worth approximately 167 million dollars, from Binance starting from June 24, 2024.

This accumulation behavior aligns with the positive market sentiment, suggesting potential bull developments for LINK in the near future.

One of the most prominent supporters of Dogecoin and the CEO of X, Tesla, and SpaceX, Elon Musk, is once again in the heart of debate about the cryptocurrency. Within the context of the DealBook Summit that was held by The New York Times, the entrepreneur made a few remarks.
In the interview, Jesse Powell, who was the co-founder of Kraken and had previously served as the CEO of the cryptocurrency exchange, gave his thoughts. More specifically, Powell discussed the manner in which Elon Musk approaches the management of the social media network.
X (Twitter), which was once a publicly traded corporation in the United States, was acquired by Musk in a transaction of one billion dollars, which was billed as an effort to "rescue freedom of speech." The entrepreneur asserted that the platform was "subjugated" to the government of the United States of America while speaking at the DealBook Summit.
In addition, Elon Musk argued that this purported control was in violation of the Constitution of the United States of America and the First Amendment. To quote Musk:
Considering the extent to which the entire Twitter platform was essentially a sock puppet for the government, it was incredible. It would appear that there is a serious breach of the first amendment, particularly with regard to the level of control that the government had over all of Twitter, which is no longer the case with Twitter.
The co-founder of Kraken expressed agreement with Musk's position. In an effort to "protect" free expression, the current chief executive officer of the social media platform has been adopting adjustments in the site's regulations. This is what Powell said through his X handle:
There is a very compelling argument that Twitter makes against the notion that billionaires should not exist. In point of fact, it demonstrates that we must ensure the care of at least one individual who is worth $44 billion.
A number of other members of the cryptocurrency community concurred with Powell and his support of Elon Musk. This group of people appreciated Musk's role in "protecting" freedom; nevertheless, other others pointed out that it is important to prevent individuals and entities from accumulating power.
During the same interview, Musk discussed the problem that the platform needs to overcome with regard to advertisements. Apple, IBM, and Disney are among the companies who have made the decision to discontinue their marketing campaigns on X because of the company's claimed tolerance with "pro-Nazi" tweets by its employees.
In a conversation with Bob Iger, the CEO of Disney, Elon Musk remarked, "Go F yourself. Take care of yourself. Does that make sense? As a result, Musk's fans have shown their support once again, despite the fact that Disney+, the streaming service owned by Disney, is reportedly experiencing a rise in the number of users who are quitting the service.
#elonMusk #dogecoin #BTC