News linked to both this project and an event.
Sharplink CEO Joseph Chalom (former Head of Digital Assets Strategy at BlackRock) posted that the EIP-8363 "decreasing issuance burn" proposal currently being discussed in the Ethereum community will gradually reduce validator staking yields by about 2.75%, until yields reach zero when staking volume reaches about half of the total supply; validators will then rely solely on transaction tips, accounting for 15% of current yields, to maintain operations. Chalom strongly opposes this, listing four major reasons: 1. Harms DeFi: Staking yields are the benchmark interest rate for on-chain lending; cutting them will raise on-chain capital costs and compress the collateral value of liquid staking tokens (approximately $35 billion TVL); 2. Weakens institutional appeal: ETH's native productivity is a core advantage distinguishing it from BTC; EIP-8363 will erase this difference, affecting institutional capital inflows such as ETPs and DATs; 3. Destroys ecosystem capital circulation: Issuance rewards are not "leakage," but flow to node operators, client development teams, and ecosystem builders; burning them will cut off the return of capital; 4. Extremely poor timing: Top institutions such as Robinhood, BlackRock, and BNY have successively chosen Ethereum; on-chain stablecoin scale reaches $159 billion, RWA exceeds $15 billion; modifying the underlying economic logic at this moment carries extremely high risk. Chalom expressed support for ETH's long-term deflationary goal, but believes the existing base fee burn mechanism (EIP-1
Odaily News: Bitcoin mining company and mining service provider BitFuFu has released its unaudited Bitcoin production and operational data update for July 2026. The company stated that during July, it strategically acquired additional future hash rate resources by selling a portion of its Bitcoin holdings, with this hash rate expected to come online in August. Combined with the hash rate resources acquired in June, BitFuFu anticipates its managed hash rate will recover to approximately 20 EH/s by mid-August.Additionally, BitFuFu's Bitcoin production in July totaled 112 BTC (40 from cloud mining and 72 from self-operated mining), with an average daily production of 3.6 BTC, both down month-over-month. Its Bitcoin holdings decreased from 1,671 BTC in June to 1,314 BTC. (WSJ)
The U.S. Digital Asset Market Clarity Act (CLARITY Act) failed to seize a critical advancement window before the Senate's summer recess, and the market is now focusing on whether the U.S. crypto industry can continue to develop even if the bill ultimately fails.Analysts believe that if the CLARITY Act fails to pass, it would be a significant setback for the crypto industry, but not a fatal blow. The bill was designed to clarify the boundaries between securities, commodities, and other categories of digital assets, determine the agencies responsible for overseeing related businesses, and grant the U.S. Commodity Futures Trading Commission (CFTC) clearer regulatory authority over crypto commodity trading.Currently, the bill's progress has stalled, and the likelihood of comprehensive crypto market structure legislation being enacted before the end of the year is declining. This means the U.S. may still lack a clear digital asset regulatory framework, particularly regarding oversight of trading in major crypto assets such as Bitcoin (BTC) and Ethereum (ETH), where jurisdictional gaps remain between the CFTC and the U.S. Securities and Exchange Commission (SEC).However, industry insiders point out that even if the CLARITY Act fails, the SEC and CFTC are still likely to continue advancing industry development through policy statements, regulatory guidance, and existing enforcement authority.In recent years, both agencies have issued multiple pieces of guidance clarifying the regulatory boundaries of business models such as crypto mining, Meme coins, and staking rewards. One of the most significant measures among these is the digital asset taxonomy framework, which seeks to establish standardized regulatory classifications for different types of digital assets. (CoinDesk)
Odaily News - Investment firm Bernstein recently released a report assigning different ratings to two major Bitcoin miners transitioning to AI infrastructure: maintaining an "Outperform" rating on CleanSpark with a price target of $24, and initiating coverage on MARA Holdings with a "Market-Perform" rating and a price target of $17.Bernstein analysts stated that the core reason for the valuation divergence between the two companies lies in their differing progress in executing AI infrastructure transitions. CleanSpark has already signed an anchor tenant agreement for an AI data center and commenced construction, while MARA is still awaiting its first commercial AI contract.Regarding CleanSpark, the company previously announced the signing of a 20-year triple-net lease agreement with a global high-investment-grade technology firm, covering 175MW of IT capacity at its Sandersville, Georgia project. The agreement also includes exclusive cooperation arrangements for CleanSpark's total 885MW asset portfolio in Texas. Bernstein believes that CleanSpark's collaboration with tenant-designated engineering and construction contractors helps mitigate risks associated with its first large-scale AI infrastructure deployment. The first data center hall is expected to become operational in the fourth quarter of 2027.In contrast, Bernstein's assessment of MARA is more cautious. Analysts pointed out that the first commercial AI contract will serve as a key catalyst for a re-rating of MARA's stock, noting that company management previously indicated expectations of signing at least two AI lease agreements by the end of this year. (The Block)
据期权分析师 [email protected]（@BTC__options）发布的 8月 7 日期权交割数据，3.2 万张 BTC 期权到期，Put Call Ratio 仅为 0.26，最大痛点 64,000 美元，名义价值 20.6 亿美元；17.7 万张 ETH 期权到期，Put Call Ratio 为0.77，最大痛点 1,900 美元，名义价值 3.4 亿美元。 比特币自 5 月以来持续在 64K 附近震荡逾两个月，65K 上方为年初上涨成交密集区，当前热点不在加密领域，投机资金难以流入，方向或偏向下行。加密货币市场已历经 9 个月熊市，整体隐含波动率（IV）维持低位已逾一季度，若 Q3 仍无增量资金流入，市场存在潜在较大风险暴露的隐忧。
Odaily News: Japanese Bitcoin treasury company Remixpoint has released its crypto operations performance report. As of July 31, 2026, the company's Bitcoin lending principal stood at approximately 1,501.27 BTC, with cumulative loan fees of about 12.44 BTC (approximately ¥133 million) earned from February to July. Additionally, it has staked approximately 901.45 ETH and 13,920 SOL, with total staking rewards amounting to roughly ¥28.89 million.
BIP-110 supporter Dathon Ohm stated that forced signaling for BIP-110 is expected to begin after approximately 290 blocks, equivalent to about 48 hours. At that time, miners must indicate readiness for BIP-110 through block signaling, otherwise relevant blocks may be deemed invalid and discarded. He also suggested miners and users upgrade to Bitcoin Knots nodes, and stated that continuing to run Bitcoin Core after forced signaling activates will pose security risks.
According to the official announcement, Upbit will list BSB trading pairs against KRW, BTC, and USDT.
Bitcoin mining company MARA released its financial report for the second quarter of 2026. Revenue was $175 million, down 27% year-over-year; net loss was $611 million, and adjusted EBITDA was negative $361 million. Period-end hash rate increased 22% year-over-year to 70.3 EH/s, Bitcoin production increased 3% year-over-year to 2,422 BTC; Bitcoin holdings decreased 29% year-over-year to 35,577 BTC; total value of cash and Bitcoin was approximately $2.5 billion.
Odaily News: Bitcoin's BIP-110 will enter the enforcement phase after block 961,632, where nodes will reject blocks that do not signal support. Monitoring page data shows that among the 1,674 blocks counted in the current cycle, only 41 blocks support BIP-110, putting the miner signal support rate at 2.45%. BIP-110, officially named "Reduced Data Temporary Softfork," plans to tighten certain data rules in Bitcoin transactions within approximately one year, restricting the size of certain data elements used by Ordinals inscriptions and multiple token protocols. The proposal is primarily distributed through Bitcoin Knots, and Bitcoin Core has not adopted it. Major mining pools such as Foundry, Antpool, F2pool, and Viabtc have not issued support signals. If BIP-110 nodes execute as planned, the network could see two transaction histories, with the majority of miners and Bitcoin Core users expected to continue using the existing rules. Australian Bitcoin exchange Hardblock stated that BIP-110 activation is expected around August 7-8 and may temporarily suspend buying, selling, deposits, and withdrawals. Lightning Network tools and analytics provider Amboss has warned of a fork risk in early August, and Australian Bitcoin exchange Bitaroo plans to freeze deposits and withdrawals as the mandatory signaling deadline approaches.
Hyperliquid Research Collective released the Hyperliquid Q2 2026 Report. The report stated that against the backdrop of Bitcoin falling 14% during the quarter, HYPE rose 79% and hit a new all-time high. The report also noted that HIP-3-based real-world markets set new records in trading related to stocks, commodities, and pre-IPO companies, with trading volume accounting for nearly one-third of the platform's total trading volume. Additionally, the first batch of HYPE exchange-traded funds have started trading in the United States, and a private rocket company also achieved on-chain pricing while the New York Stock Exchange was closed.
According to the official announcement, Upbit will list CAP trading pairs against KRW, BTC, and USDT.
据 Bitcoin Magazine 报道，在 Coldcard 硬件钱包漏洞事件引发行业关注后，由 Calle与 Anchorwatch 首席执行官 Rob Hamilton 推动的“比特币红队”已对 390 个比特币开源代码库展开 AI 驱动安全审计，累计提交 4,962 项问题，其中包括 85 项严重漏洞和 635 项高危问题。该项目已获得 OpenSats 支持，审计成本超过 4 万美元，并计划未来开源相关测试工具，以协助更多比特币企业和开发团队排查安全风险。
Odaily News: Bitcoin News stated on the X platform that ZEUS has temporarily taken its infrastructure offline following a cybersecurity incident over the past few hours. ZEUS said the attack has been mitigated and services will remain offline until it completes a full security audit and resumes operations. ZEUS stated that no customer funds have been lost, and no customer funds are currently at risk. Customers whose Lightning Service Provider channels were closed will receive replacement channels once services are restored. Based on the current investigation, ZEUS said the incident appears to be limited to its own infrastructure, with no evidence yet suggesting it was caused by a vulnerability in Lightning node software. ZEUS added that it has been strengthening its infrastructure using trusted execution environments and the Validating Lightning Signer project, noting that the project is designed to mitigate such attacks in its upcoming architecture. ZEUS said it will continue to provide updates as the investigation progresses.
Odaily News: TeraWulf's high-performance computing (HPC) rental revenue grew 52% quarter-over-quarter in Q2, reaching $31.9 million, continuing to expand its lead over its traditional Bitcoin mining business.HPC rental revenue accounted for approximately 71% of TeraWulf's total revenue of $44.8 million in Q2, up from 62% in the previous quarter. In comparison, digital asset revenue was roughly flat quarter-over-quarter at $12.8 million, but down significantly from $47.6 million in the same period last year. Company CFO Patrick Fleury stated on the earnings call that Q2 results reflect TeraWulf's financial structure becoming increasingly driven by long-term, contracted HPC revenue.However, the company's net loss attributable to shareholders widened to nearly $940 million in Q2, up from $427.6 million in Q1. The loss was primarily driven by a $755.7 million valuation adjustment related to Google warrants, which was impacted by the rise in TeraWulf's share price.Following the earnings release, TeraWulf's stock price fell less than 1%, but remains up approximately 47% year-to-date. Overall, the company is further transitioning from a Bitcoin miner into an AI/HPC infrastructure platform, though short-term financial performance continues to be affected by equity instrument valuations and transition costs.
Bitcoin News posted on X platform, stating that Boltz has updated its PGP-signed warrant canary, a transparency measure used by privacy-related companies to publicly indicate that they have not received any secret government orders requiring them to hand over user data. The company's previous canary was dated May 31. Despite its commitment to update every 60 days, the canary expired around July 30, and its notice had asked users to "assume the worst" if it was not updated. Boltz stated that the expiration was due to negligence, as its team was dealing with an AI-assisted infrastructure attack that lasted for months, which ultimately led to the indefinite suspension of its swap services. The warrant canary has now been updated. Boltz stated that since the platform operates in a non-custodial model, user funds were never at risk.
Odaily News: Bitcoin treasury company Strategy has announced its participation in the U.S. "Invest America Business Pledge" corporate commitment program, which will provide long-term investment support for eligible employees' children through "Trump Accounts."Strategy stated that the company will contribute $250 annually to the Trump Account of each eligible employee's child under 18, regardless of the child's year of birth. For children born on or after January 1, 2025, the company will also make an additional one-time contribution of $1,000, matching the initial funding provided by the U.S. government. Strategy CEO Phong Le stated that the Trump Accounts and the Invest America program help American children build a stronger financial foundation, and the company aligns with the initiative's philosophy of fostering the next generation's wealth management capabilities through long-term investment, financial education, and savings habits. Strategy will officially launch the program once the U.S. Department of the Treasury publishes final implementation rules and the corporate contribution mechanism goes live, and will open registration to eligible employees. (Businesswire)
BIT released a market analysis stating that, from a technical perspective, gold may be in a bottoming-out phase. The report also pointed out that its view differs from the current market consensus: although the bond market is still pricing in expectations of two Federal Reserve rate hikes within the year, it judges that there may be no rate hikes this year.
Odaily News - According to official sources, OKX Jumpstart Lite will launch RE (Re Protocol) "Staking Rewards" from August 11, 2026, 15:00 to August 17, 2026, 15:00 (UTC+8). During the campaign period, users can subscribe by locking BTC, RLUSD, OKB, or RE, and share a total reward pool of 700,000 RE airdrop rewards.Additionally, users can subscribe in advance starting today, with rewards calculated from the official start of the campaign. Users can view and participate in the campaign via the "Jumpstart" entry at the top of the Explore page on the OKX App.
Odaily News: Aave founder Stani Kulechov published a lengthy post stating that Ethereum's EIP-8361 progressive issuance burn proposal has systemic issues. The proposal aims to gradually burn consensus layer issuance rewards, reducing the net staking yield to zero when the total amount of staked ETH reaches 60.25 million, approximately 50% of the total supply. Stani Kulechov believes that the second-order ripple effects of this proposal have not been fully modeled and could damage the foundations of the Ethereum ecosystem across multiple dimensions. He stated that a zero-yield mechanism may exacerbate staking centralization, with home validators being the first to exit due to fixed costs such as hardware and electricity, while non-yield-driven entities like ETF issuers, exchanges, and corporate treasury funds will remain. MEV rewards, which are unaffected by the proposal, would also expand the advantages of top professional operators. He also noted that individual stakers could face tax and operational risks. If tax authorities calculate taxes based on the full issuance amount and classify the burned portion as a capital loss, home node operators could experience after-tax losses. With penalty standards for faults remaining unchanged, the node recovery period after a fault could be extended by up to 14 times as net yields decline. Stani Kulechov stated that staking yields serve as the pricing benchmark for on-chain ETH interest rates. A decline in yields could cause DeFi lending and fixed-income markets to lose their pricing anchor, potentially driving on-chain capital toward stablecoins offering 4% to 5% annual returns. For institutional investors, predictable yields are a core competitive advantage of ETH relative to BTC. If yields fall to zero while volatility increases, ETH's differentiation in the store-of-value track would diminish. He also pointed out that after the proposal is implemented, MEV's share of total validator revenue could rise from the current 7% to nearly 30%, potentially incentivizing operators to prioritize relay nodes that support censorship, thereby weakening Ethereum's credible neutrality. If an MEV burn mechanism is subsequently added, validator revenue could be nearly eliminated. Stani Kulechov suggested that the proposal's authors release after-tax yield assessments for individual node operators, tax opinions from major jurisdictions, and cascade risk models for the DeFi ecosystem, while setting a non-zero net yield floor. He believes that staking centralization should be addressed directly with targeted measures, rather than by suppressing validator yields across the board.