Author: 行政
Key takeaways Uniswap falls nearly 6% on Wednesday after declining 5% in the previous session. Uniswap has launched Continuous Clearing Auctions on Avalanche, allowing teams to conduct on-chain token sales and bootstrap liquidity. UNI’s social dominance and volume have fallen sharply, signaling weaker retail attention. Uniswap (UNI) faces intense selling pressure on Wednesday, falling nearly 9% after recording a 5% decline the previous day. The pullback comes despite Uniswap’s continued product expansion, including the introduction of Continuous Clearing Auctions on Avalanche. The feature allows blockchain projects to conduct fully on-chain token auctions and establish initial liquidity through Uniswap v4. However,…
Even if Bitcoin rises 30% a year this renewable mining model still loses money as hashrate keeps pace
Bitcoin trades near $63,600, below the lowest Bitcoin price researchers tested against a modeled wind-powered mining operation in a new Energy Economics study.At that price level, their model shows no payback within six years under any curtailment scenario they ran.The study, by researchers at the Technological University of the Shannon, models a 20 MW Bitcoin mine connected to a hypothetical 100 MW Irish wind farm, using hourly market data from 2024.Even with 25% of the wind farm’s output curtailed, the modeled project fails to recover its investment inside the six-year equipment horizon once Bitcoin’s price falls to €60,000.The bullish case…
Harmony weighs a full blockchain rollback after unauthorized minting floods exchanges with billions in ONE
Harmony, the layer-1 blockchain network, has released an emergency validator patch that it says prevents further unauthorized minting of ONE, its native token. The project said it will address tokens already created in a later update, leaving their number and ultimate treatment unresolved.Harmony told validators to install v2026.1.1 on Aug. 12. The notice confirms that minting occurred but does not disclose the amount.Onchain researcher Juiceberg estimated that roughly 4 billion ONE, equal to about 26% of the supply figure used in the post, had been minted without authorization. Juiceberg also estimated that 2.8 billion ONE had reached exchanges. Harmony has…
Twenty One Capital says investors value its shares below its Bitcoin holdings even as 37% of the treasury remains pledged against debt.On Aug. 11, the company’s CEO Raphael Zagury told shareholders that XXI was trading at a “material discount” to the Bitcoin it holds, describing the gap as a potential misallocation of capital.The company’s second-quarter SEC filing shows why that comparison is more complicated than its headline Bitcoin balance.Twenty One held 43,514 BTC as of June 30, but 16,116 BTC secure $486.5 million of 1% convertible notes due in 2030 and cannot be used for general corporate purposes or liquidity…
Riot plans to bring 191MW of Rockdale capacity online in stages for Anthropic, with the full buildout scheduled for June 2028. The agreement gives Riot 241MW of signed capacity and roughly US$9.8 billion (AU$13.92 billion) in contracted data centre revenue with two tenants. The deal highlights the growing move by Bitcoin miners into AI infrastructure, with several major mining companies pursuing similar opportunities. Riot Platforms is moving further into AI infrastructure after agreeing to supply 191 megawatts of capacity from its Rockdale, Texas, campus to Anthropic under a 20-year arrangement reportedly worth about US$9 billion (AU$12.78 billion). The deal is…
The CFTC has intervened in New York’s legal challenge to Kalshi, using emergency authority to require the prediction market to continue operating. The dispute centres on whether Kalshi’s event contracts fall under federal derivatives oversight or New York’s gambling laws, with both sides advancing competing jurisdictional claims. The New York case is part of a wider conflict involving multiple states, particularly over sports-related prediction markets and the extent of the CFTC’s authority. Kalshi has been ordered to keep operating after the Commodity Futures Trading Commission (CFTC) exercised emergency powers following a lawsuit by New York Attorney General Letitia James that…
The Bank of Russia published a draft framework on 11 August letting non-qualified investors buy Bitcoin, Ethereum and Tether’s USDT through brokers, exchanges and asset managers. Purchases would be capped at 300,000 rubles a year with each intermediary, and the limit applies separately to every firm an investor uses. XRP and every other token are excluded, on criteria the bank gives as market capitalisation, average daily volumes and at least five years of price history on foreign exchanges. Russia’s central bank has published a draft framework that would let ordinary investors buy Bitcoin, Ether and Tether’s USDT through licensed intermediaries,…
TON Strategy reported a 17% annualized gross staking yield for the second quarter, but its new filing also revealed a mismatch between token-denominated income and operating cash flows.The company recognized over $15 million of staking revenue after receiving 9,438,177 Gram, the TON blockchain’s native token formerly known as Toncoin.Yet its $83.5 million in pre-tax income from continuing operations was driven by an $82.8 million net fair value gain on its digital assets. Operating income from continuing operations was $479,000. Related ReadingOne Bitcoin treasury’s paper loss just made Strategy’s stress everyone’s problemStrategy remains the center of STRC pressure, but Strive’s disclosed holding turns…
Bitcoin traded at US$63,680 (AU$90,426) early on Wednesday, down 0.48% over 24 hours, for a market capitalisation of US$1.28 trillion (AU$1.82 trillion), on CoinGecko figures. Strategy sold 1,690 BTC for US$108.6 million (AU$154.2 million) in the week to 9 August at an average US$64,262 (AU$91,252), against an average purchase price of US$75,385 (AU$107,047). US inflation data landed Wednesday at 10:30 pm AEST, after a payrolls report showing the economy shed 23,000 jobs in July when economists had expected a gain. Bitcoin traded at US$63,680 (AU$90,426) early on Wednesday, down 0.48% over the previous 24 hours for a market capitalisation of…
Strategy’s $4.6 billion cash buffer gives it almost 3 years before Bitcoin sales create real stress
Strategy said it held 840,447 BTC as of Aug. 9 and has begun treating its Bitcoin reserve as a source of balance-sheet flexibility.Michael Saylor said Strategy sold $108 million in Bitcoin and $653 million in MSTR shares to increase its dollar reserve by $650 million, and repurchased $109 million of STRC, its variable-rate preferred stock.The timing aligns the three moves without proving that each dollar from the Bitcoin sale directly funded the repurchase. Strategy is also willing to convert a small portion of its BTC into liquidity while supporting a capital structure whose dividends and interest are measured in dollars.The…