News linked to both this project and an event.
Odaily News: Standard Chartered Bank's Head of Global Digital Assets Research, Geoff Kendrick, stated that as the tokenization of Real World Assets (RWA) accelerates, the price of Chainlink (LINK) tokens could rise to $200 by the end of 2030, representing an increase of over 25 times from its current level of approximately $8.In his latest report, Kendrick predicts that the scale of tokenized RWA will reach $4 trillion by the end of 2028. As more traditional assets are brought on-chain, the demand for secure and reliable off-chain data is expected to increase significantly, which could further boost Chainlink's fee revenue and drive up LINK's valuation.The report also projects that by the end of 2030, the scale of tokenized assets and crypto-native assets deployed in decentralized finance (DeFi) will grow approximately 37-fold to reach $2.7 trillion. Kendrick believes these assets require trusted data, cross-network interoperability, privacy-preserving compliance mechanisms, and integration with the existing financial system—infrastructure that Chainlink currently has the capability to provide.Demand for RWA tokenization has continued to grow recently. Data shows that trading volume of tokenized RWAs on decentralized exchanges (DEXs) hit an all-time high of $14.1 billion in July, up 19.5% month-over-month, driven primarily by public market assets such as tokenized stocks.Currently, Chainlink remains one of the largest decentralized oracle service providers in the crypto industry, with a Total Value Secured (TVS) of approximately $34.4 billion—significantly higher than second-ranked Chronicle's $7.36 billion.However, Kendrick also noted that the prediction of LINK reaching $200 still faces risks, including institutional tokenization projects progressing slower than expected, intensified competition from specialized oracle service providers, and potential technical issues. (Cointelegraph)
According to Cointelegraph, BTCPay Server has temporarily restricted public remote connections to Lightning Network nodes due to attackers exploiting a critical vulnerability in LND (Lightning Network Daemon) to steal node credentials and transfer funds. Version 2.4.2 has upgraded to LND 0.21.1 and automatically rotates macaroon credentials in standard installations. The project team reminds operators to check for abnormal payments, channel closures, and balance changes as soon as possible; if nodes are exposed via self-built reverse proxies, Tor services, or port forwarding, relevant credentials must also be manually replaced. Currently, Foundation and Citadel21 have reported node fund losses, but the specific scale of losses has not yet been disclosed.
According to Cointelegraph, Bridge Building, the Luxembourg entity of Stripe's stablecoin infrastructure company Bridge, has officially joined the EU Markets in Crypto-Assets (MiCA) registry. Previously, on July 2, Bridge obtained Crypto-Asset Service Provider (CASP) authorization under the MiCA framework and an Electronic Money Institution (EMI) license issued by the Luxembourg Financial Sector Supervisory Commission (CSSF). Bridge Head of Product Mai Leduc Blount stated that the aforementioned approvals will allow EU enterprises to build stablecoin and payment products within a compliant framework. According to the latest update from the European Securities and Markets Authority (ESMA), Bridge's inclusion brings the total number of authorized Electronic Money Token (EMT) issuers in the EU to 42; during the same period, three institutions from Germany newly received CASP authorization, raising the total number of authorized CASPs in the EU to 324.
According to Cointelegraph, the European Securities and Markets Authority (ESMA) updated the Markets in Crypto-Assets (MiCA) registration list on July 31, adding 12 new Crypto-Asset Service Providers (CASP), bringing the total number of authorized institutions to 321. The newly added institutions include 3 cooperative banks in Germany, as well as multiple companies in Spain and France.
Galaxy Digital Head of Research Alex Thorn stated that based on new victim reports received following the incident, the number of attackers exploiting the Coldcard vulnerability has reached at least 15.Thorn noted that information provided by victims helped the research team uncover previously unidentified attack activity. Unlike thefts from centralized exchanges, correlations between the attackers in this vulnerability exploit require confirmation through on-chain analysis and victim feedback.He added that a single victim reporting less than 1 BTC stolen helped the team discover a previously unknown attack, which siphoned approximately 12 BTC from 126 addresses.According to Galaxy Research's earlier estimates, the Coldcard vulnerability has led to at least three rounds of attacks, with losses amounting to approximately $100 million in BTC. Additionally, Galaxy has identified a suspected fourth round of attacks, which could bring total losses to approximately $130 million.Meanwhile, the incident has also sparked discussions regarding the security of Bitcoin self-custody. Dragonfly Managing Partner Haseeb Qureshi stated that "AI security hardening costing around $2" could potentially have prevented this vulnerability, and noted that some AI models were able to rediscover related vulnerabilities within a relatively short timeframe. However, industry insiders pointed out that current claims about the speed of AI discovering vulnerabilities lack rigorous blind testing and verification.Researchers believe that as AI model capabilities improve, the costs of vulnerability discovery and attacks in the crypto industry may continue to decline, requiring wallet developers to further strengthen code audits and security protections. (Cointelegraph)
According to Cointelegraph, Coinkite, the manufacturer of Coldcard hardware wallets, disclosed that its devices have contained a random number generator (RNG) vulnerability persisting for up to five years since March 2021. The vulnerability stemmed from a firmware upgrade that mistakenly routed wallet seed generation to a less secure MicroPython pseudo-random number generator (PRNG), rather than the originally designed true random number generator (TRNG). Since code reviews only verified the existence of TRNG code without confirming whether it was actually invoked, the vulnerability remained undetected for a long period. To date, over 4,500 addresses have been compromised, with nearly $90 million worth of Bitcoin stolen. Kraken Chief Security Officer Nick Percoco stated that this incident should serve as a "wake-up call" for the hardware wallet industry, calling for the introduction of independent third-party testing mechanisms to mandate verification of whether the entropy sources actually invoked by production firmware are certified. Coinkite has suspended all device shipments and destroyed affected inventory after confirming the vulnerability, and stated it will cooperate with law enforcement agencies across multiple countries to trace the responsible parties.
Odaily News: Affected by a sharp decline in artificial intelligence (AI)-related stocks, investment firm Situational Awareness suffered a severe drawdown in July, with the fund's net value falling 67% in a single month. Aschenbrenner previously gained attention for publishing the research report "Situational Awareness: The Decade Ahead" on AI development trends, which discussed topics such as AI capability advancement, industrial competition, and AI safety over the next decade. This significant fund drawdown also highlights the challenges facing AI-themed investing: even with a long-term bullish view on technological transformation, concentrated bets on a few high-growth tech assets can still lead to剧烈 short-term volatility.The fund's founder and AI researcher Leopold Aschenbrenner acknowledged that market performance in July fell far short of expectations and said in a letter to investors: "We let you down."The Situational Awareness fund previously attracted attention for its bets on long-term AI industry growth, with an investment strategy focused on AI infrastructure, AI chips, and related technology companies. However, the AI sector underwent significant adjustments in July, with high-valuation tech stocks facing sell-offs that dragged down the fund's performance.This drawdown reflects the high volatility risk within the AI investment boom. Although the market remains optimistic about the long-term development of artificial intelligence, some AI-related assets that had previously seen rapid valuation gains underwent noticeable corrections amid changes in interest rates, earnings expectations, and capital flows. (Cointelegraph)
据 Cointelegraph 报道，加拿大比特币硬件钱包制造商 Coinkite 警告 Coldcard Mk3 用户立即迁移资金，受影响固件版本为 2021 年 3 月发布的 4.0.1 至最终版本 5.0.3，Mk4、Q 及 Mk5 不受影响。与此同时，比特币安全专家正在调查一起涉及 594.48 枚 BTC（约 3830 万美元）的异常清仓事件，涉及 1324 个 UTXO 在三个区块内通过 500 笔交易被转移，所有地址均为单签名地址。
According to Cointelegraph, Bhutan's special administrative region Gelephu Mindfulness City (GMC) announced it has commissioned Canadian digital asset management company 3iQ to manage a portion of its Bitcoin treasury, with the specific scale undisclosed. This collaboration is a continuation of the plan announced by Bhutan in December 2025—at that time, Bhutan announced it would allocate up to 10,000 BTC from its state-held Bitcoin to support the development and construction of Gelephu City. Under the latest agreement, 3iQ will manage the relevant assets institutionally and establish a long-term operational presence locally, investing in local talent development and knowledge transfer.
据 Cointelegraph 报道，美国财政部外国资产控制办公室（OFAC）宣布制裁两家伊朗海运公司——波斯湾海洋保险公司（Persian Gulf Marine Insurance Company）及霍尔木兹安全海事服务局（HormuzSafe），指控两者系伊朗伊斯兰革命卫队（IRGC）支持的海运保险网络核心成员，强制要求过境霍尔木兹海峡的商业船只购买其认可的保险。 OFAC 指控 HormuzSafe 接受 BTC 及其他加密资产以规避西方制裁，并代表 IRGC 获取收入。此前 5 月，HormuzSafe 网站曾公开提供可用比特币支付的"数字保险"服务，伊朗官方媒体法尔斯通讯社称该平台潜在收入规模逾 100 亿美元。此次制裁还涉及与伊朗"影子船队"相关的 8 家公司及 8 艘船只。
据 Cointelegraph 报道，澳大利亚互联网监管机构对 Telegram 提起法律诉讼，指控其未能移除支持恐怖主义的内容。
According to Cointelegraph, the UK Financial Conduct Authority (FCA) has released a "Stablecoin Sprint" policy research report, consolidating opinions from industry participants such as banks, payment companies, and stablecoin issuers. The report indicates that stablecoins currently demonstrate the most prominent advantages in the cross-border payment sector, particularly offering significant benefits to emerging markets with limited access to US dollars; however, in UK domestic retail payment scenarios, due to the existing payment system being relatively fast and low-cost, consumers lack the motivation to switch, and adoption is expected to be relatively slower. The aforementioned research findings have been incorporated into the final regulatory rules released by the FCA on June 30, requiring stablecoins issued in the UK to be fully backed by reserve assets and redeemable at par value.
According to Cointelegraph, 10 European financial institutions have jointly launched the blockchain cooperative Regulated Layer One (RL1), which has commenced operations in Luxembourg as a European cooperative society. The network targets regulated financial markets, focusing on supporting institutional-grade applications such as digital currencies, tokenized bonds, collateral, and on-chain settlement.
According to Cointelegraph, the Hong Kong Monetary Authority (HKMA) recently published a quantum security white paper and launched the industry's first Quantum Preparedness Index (QPI) to assess the banking sector's readiness to address quantum computing security threats. Survey results indicate that the overall QPI score for the banking sector is only 2.3 out of 10, with approximately half of the surveyed institutions yet to formulate formal post-quantum security plans. The HKMA aims for the entire industry to achieve a full score by 2030. The white paper points out that once quantum computers are capable of running Shor's algorithm at scale, they could potentially break existing RSA and elliptic curve encryption systems, thereby threatening the security of financial transaction authorization, authentication, and trust mechanisms.
According to Cointelegraph, the European Securities and Markets Authority (ESMA) updated the registration list for the third time after the MiCA transition period deadline, adding 15 crypto-asset service providers, bringing the total number of licensed institutions to 309. New institutions include BNY SA/NV, the European subsidiary of BNY Mellon, 3 German banks, and digital asset platforms such as BitPay, Coinify, and Bleap.
According to Cointelegraph, decentralized cloud storage provider Storj Labs has filed for Chapter 11 bankruptcy protection with the U.S. Bankruptcy Court for the Northern District of West Virginia. The company stated that during the restructuring, the network will maintain normal operations, customer service will not be affected, and parent company Inveniam will continue to provide support. Storj management plans to propose a mechanism allowing STORJ token holders to participate in the equity of the restructured company, but specific eligibility criteria, token snapshots or lock-up arrangements, and equity allocation ratios have not yet been disclosed; any plan must be approved by the court.
According to Cointelegraph, BitMEX was sued in a class-action lawsuit by BKX Services Inc. and David Namdar in the U.S. District Court for the Southern District of New York on July 24. The plaintiffs allege that BitMEX's internal trading team used privileged access during server freezes to illegally obtain customer Bitcoin collateral by manipulating the forced liquidation mechanism. The two plaintiffs suffered a combined loss of 622.66 BTC (BKX lost at least 305.81 BTC, and Namdar lost over 316.85 BTC). The plaintiffs demand the return of the seized Bitcoin and seek compensatory and punitive damages, representing U.S. users who purchased BTC swap products since July 23, 2018. Notably, the lawsuit was filed on the same day as the announcement of BitMEX's closure—BitMEX's parent company HDR Global Trading announced it will cease services on September 23 and has stopped accepting new user registrations. Following the announcement, the price of its BMEX token plummeted by approximately 90%.
According to Cointelegraph, US Senate Republicans released the draft text of the "Digital Asset Market Transparency Act" (CLARITY Act) on Wednesday, which includes ethical clauses prohibiting all federal officials (including President Trump) from issuing or sponsoring digital assets. Democratic Senator Ruben Gallego strongly criticized this, calling the draft "not a serious effort," and stated he would collaborate with Republican Senator Thom Tillis and others to propose a counter-proposal. Republican Senator Bernie Moreno maintained that the draft contains "the strongest ethical language in US history."
According to Cointelegraph, Michael Saylor stated that Strategy has optimized and upgraded its Bitcoin metric system, launching a new measurement methodology covering Bitcoin, Digital Credit, and Digital Equity, further integrating Bitcoin into a systemic financial framework.
According to Cointelegraph, Cardano completed the van Rossem hard fork on Saturday, upgrading the mainnet to version 11. This upgrade is expected to reduce smart contract execution costs and lay the foundation for the subsequent Dijkstra era hard fork and Ouroboros Leios scaling upgrade. On-chain data shows that the network transitioned from protocol version 10 to version 11 at epoch 644. The report noted that this is also the first hard fork driven by the governance mechanism in Cardano's history.