Bernstein analysts see upside potential in several Bitcoin mining companies, driven by $90 billion in AI data center deals. “Follow the gigawatts” has become a new investment thesis.
Binance Smart Chain’s quantum defense solution has been deployed, but at the cost of approximately 40% reduction in transaction throughput. This marks an important step in blockchain’s response to quantum computing threats.
Wall Street analysts are increasingly valuing crypto firms as infrastructure, AI, and capital market platforms rather than purely speculative assets.
Flare and D’CENT have partnered to launch XRP yield vault hardware wallet integration, enabling users to securely participate in XRP yield services through hardware wallets.
[Brief] SEC to Propose Tokenized Stock Framework According to Bloomberg, the US Securities and Exchange Commission (SEC) will propose a regulatory framework for tokenized stocks. As Wall Street’s interest in tokenized securities deepens, this move is seen as a significant signal of convergence between crypto and traditional finance.
The Ethereum Foundation is experiencing a new wave of senior departures tied to an internal organizational transition. Several key members have left, raising community concerns about Ethereum’s future direction.
Strategy Makes $2 Billion Bitcoin Purchase Strategy (formerly MicroStrategy) has made a massive bitcoin purchase worth approximately $2 billion last week, according to CoinDesk. The move further solidifies Strategy’s position as the largest publicly traded bitcoin holder. The company’s continued accumulation comes as bitcoin recently dipped below $77,000. Source: CoinDesk
UK Payments Network Ready for Tokenization UK regulators have stated that the country’s financial payments network is ready for asset tokenization, according to CoinDesk. This marks a significant step for the UK in the crypto and blockchain finance space. Standard Chartered has previously indicated that tokenization could pull trillions of dollars into DeFi. The UK’s positive regulatory stance is expected to attract more financial institutions to participate in tokenization. Source: CoinDesk ...
[FLASH] Two of Japan’s largest online brokerages, SBI Securities and Rakuten Securities, have announced plans to offer cryptocurrency investment trusts to retail investors. The move signals growing institutional acceptance of digital assets in Japan’s financial market.
Harvard’s endowment has recently liquidated its ether ETF positions, while Abu Dhabi’s sovereign wealth fund Mubadala continues to accumulate shares in BlackRock’s iShares Bitcoin Trust ETF, adding over $90 million to its already substantial position. Institutional allocation strategies in crypto are showing clear divergence: academic institutions reducing ethereum exposure while Middle Eastern sovereign funds remain bullish on bitcoin. Source: The Block