Mechanism Capital Partner: ARB has seen a huge rebound, but is still undervalued

Bitget2024/12/09 02:10

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Mechanism Capital partner Andrew Kang posted on X saying: "ARB has seen a huge rebound, but fundamentally it is still undervalued. The trading price is only a small fraction of Sui, Avax, Tron and others, but its trading volume and TVL are several times higher. A large portion of allocators (institutions) do not invest in Meme and pay attention to these indicators.

Stylus allows developers to build with Rust/C++, game deployment/Animechain as well as ongoing interoperability research seem to be the biggest drivers for future growth."

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In September, Anthropic directly acquired Caterpillar equipment orders worth 3.4 billion USD, securing 1.7 GW of gas generator units, marking the largest single purchase of power generation equipment in AI history. This move bypassed utility middlemen, capturing scarce capacity at prices set years ago with near-term delivery. It is part of Anthropic's plan to invest over 895 billion USD in computing infrastructure by 2045.

华尔街见闻•2026/11/08 12:41