Author: 行政

In August 2026, Hyperscale Data sold approximately 686 Bitcoin for about $43.4 million, then used part of the proceeds to repay all of its Bitcoin-backed loans on Morpho, a decentralized lending protocol, according to its quarterly filing.The repayment released the pledged collateral and left the company with no outstanding Morpho borrowings, removing the immediate loan-related collateral exposure.The result resolves one source of financing pressure, but leaves a larger problem flagged by the company. Hyperscale said its available liquidity is not expected to cover operating requirements, obligations, and planned capital expenditures for the next 12 months, raising doubts about its ability…

Wall Street institutions increased their exposure to Strategy’s MSTR in the second quarter, just before Michael Saylor’s Bitcoin accumulation machine began redirecting capital toward STRC.On Aug. 18, Strategy said 12 of its 15 largest institutional shareholders increased their MSTR positions through June 30. The company said those additions lifted combined holdings by $1.2 billion.However, its own chart shows the 12 buyers added about $1.3 billion to their positions, while three firms reduced positions by roughly $609 million. This leaves a net increase of about $695 million across the top 15.Strategy’s MSTR Institutional Holdings (Source: Strategy)Notable additions came from Goldman Sachs…

Bitcoin ran from around $64,100 to nearly $70,000 within hours on Aug. 19, once the US Treasury unexpectedly doubled its planned buybacks of long-dated government debt. The move pushed bond yields lower and forced roughly $1.4 billion of crypto short positions out of the market in just four hours.Treasury said it would raise the maximum size of its liquidity-support buybacks for 10-to-20-year and 20-to-30-year securities from $2 billion to at least $4 billion per operation, running from Sept. 9 through Nov. 4.The stated purpose was improving liquidity in longer-dated Treasuries.Market signalBefore / prior levelAfter Treasury announcementWhy it mattersBitcoin~$64,100Nearly $70,000Shows the…

Securitize closed its first quarter as a public company with average tokenized assets under management hitting a record $4.3 billion, up 16% year over year, while transaction volume on the platform jumped 147% to $5.3 billion.Total revenue fell 5% to $14.4 million, tokenization revenue dropped about 12% to $7.8 million, and adjusted EBITDA swung to a $5.5 million loss.The company put more assets on-chain and processed far more activity than a year earlier, and earned less money doing it.MetricQ2 resultYoY changeWhat it showsAverage tokenized AUM$4.3B+16%Assets on-chain are still scalingTransaction volume$5.3B+147%Platform activity accelerated sharplyTotal revenue$14.4M-5%Activity did not translate into higher revenueTokenization…

AIxCrypto Holdings, a Nasdaq-listed company shifting from a digital-asset treasury toward robot rentals, plans an orderly exit from its crypto holdings after reporting $577,328 in cash at June 30.The company’s June 30 quarterly report listed 46 bitcoin, 616 ether, 6,659 solana, 1,308 BNB and smaller positions in ADA, LINK, TRX, USDT and XRP. The assets had an aggregate cost basis of $10.43 million and a fair value of $5.21 million, leaving a $5.22 million cost-to-market gap.That gap is not necessarily a new loss waiting to be recorded when the assets are sold. AIxCrypto already measures the portfolio at fair value,…

Solana’s 350ms Mainnet target is set to take effect in epoch 1020, down from the current 400-millisecond target slot time. The feature activated at the start of epoch 1019, but a one-epoch delay means the network keeps its existing parameters until the next epoch. In practical terms, blocks get a shorter target production interval without receiving a larger compute allowance per second.The rollout is already further ahead elsewhere. Testnet is at an effective 200ms target, while Devnet is at 300ms and has activated its 250ms gate without making it effective yet. Solana’s Aug. 6 changelog had listed only the 350ms…

Crypto exchange GMO Coin may suspend several Bitcoin services when eCash takes its first balance snapshot at block 963,648, expected around midnight Japan time on Aug. 23.eCash is a new Bitcoin-derived chain that plans to credit holders with a separate ECX asset. Its live roadmap now describes this weekend’s event as an Alpha stage issuing practice ECX, rather than the final mainnet launch.GMO Coin’s Aug. 7 notice says any suspension remains conditional, with both its start and end times undecided. The possible scope includes Bitcoin spot trading through GMO’s dealer and exchange services, BTC/JPY crypto FX and leveraged trading, plus…

Hashdex’s $14.7 million Bitcoin ETF is in liquidation after trading and creation orders ended, leaving remaining shareholders waiting for a cash payout rather than an exchange exit.The asset manager announced the closure on Aug. 3. The Hashdex Bitcoin ETF, known by its DEFI ticker, completed its last day of NYSE Arca trading on Aug. 17 and stopped accepting creation orders on the same date. Hashdex said the fund would then liquidate its remaining Bitcoin and wind up its operations. Related ReadingHashdex debuts US spot Bitcoin ETF ‘DEFI’ with impressive pre-market activityHashdex’s DEFI Bitcoin fund could compete against rivals if its…

Circle’s renewed agreement with Coinbase preserves the existing economics around USDC for another three-year term and, starting Aug. 18, made two notice-and-cure remedies available if Coinbase misses defined support thresholds.The filed agreement gives Circle leverage over separate parts of Coinbase’s payout, but it operates in stages. A product-support failure carries a 60-day cure window. A reseller failure carries a 90-day window. Circle must then issue an exclusion notice, and Coinbase can remain entitled to the affected payment stream for up to another 12 months.Neither company has publicly disclosed a missed threshold or exclusion notice. The change is therefore in the…

Bitcoin trailed the Nasdaq 100 by 68 percentage points over the past year, and it has spent the last 60 days turning that deficit into a five-point lead.According to Glassnode’s cross-asset return table, Bitcoin fell 44% over the past twelve months while the Nasdaq climbed 24%, making crypto the only asset group in the sample still sitting in negative territory.Over the last 60 days, Bitcoin gained 2% while the Nasdaq lost 3%, a 73-point swing in relative performance from where the two stood a year earlier.Bitcoin, Ethereum and Solana show one-year losses of 44%, 56% and 58%, while equities, gold…