RWA ๐ Global & Macro: Nvidia has paused revenue-sharing financing with some AI cloud firms, potentially reshaping AI infrastructure funding amid market adjustments.
๐ฆ RWA & Institutional: Bitwise’s BHYP wallet transferred 145,170 HYPE (โ$12.04M) to Hyperliquid over six days, signaling growing institutional interest in the ecosystem.
โก Crypto & Markets: 440,000 HYPE (โ$37.25M) moved from FalconX to a newly created address, hinting at institutional activity or major repositioning. SK Hynix’s NAND business faces pressure with 176-layer products accounting for over half of output, lagging Samsung.
๐ก Key Takeaway: Institutional flows into HYPE and strategic moves by major asset managers highlight growing confidence in Hyperliquid, while Nvidia’s pause on financing could tighten AI infrastructure liquidity.