Matt Hougan: Năm 2026 sẽ là năm đột phá của Bitcoin Matt Hougan, Giám đốc Đầu tư tại Bitwise, tin rằng chu kỳ tiền điện tử bốn năm truyền thống không còn phù hợp nữa.
Từng được coi là động lực thúc đẩy các mô hình bùng nổ và suy thoái của Bitcoin, Hougan cho biết ảnh hưởng của các sự kiện như halving đã giảm đáng kể.
Theo ông, tác động của halving giảm một nửa trong mỗi chu kỳ, khiến nó trở nên kém mạnh mẽ hơn theo thời gian. Ngược lại, những thay đổi về cấu trúc rộng hơn – bao gồm việc áp dụng của các tổ chức, sự rõ ràng về quy định và sự gia tăng của các quỹ ETF tiền điện tử – đang định hình một động lực thị trường mới.
Ông nhấn mạnh rằng:
Dòng vốn ETF đánh dấu sự khởi đầu của một xu hướng kéo dài nhiều năm, bắt đầu từ năm 2024;Lãi suất của các tổ chức đang tăng tốc, với các quỹ hưu trí và các quỹ lớn mới chỉ tham gia vào lĩnh vực này;Những tiến bộ đáng kể về quy định đã bắt đầu vào đầu năm 2025;Phố Wall đã bắt đầu phân bổ vốn đáng kể, đặc biệt là sau khi Đạo luật GENIUS được thông qua gần đây.Hougan tin rằng những xu hướng sâu sắc và lâu dài hơn này sẽ thay thế chu kỳ cũ, ông nói rằng “năm 2026 sẽ là một năm tốt”, được thúc đẩy nhiều hơn bởi sự áp dụng rộng rãi hơn là nhịp điệu tiền điện tử lịch sử. #NewsAboutCrypto
🔥Binance Accepts RWA as Off-Exchange Collateral Binance expands its off-exchange settlement services for institutions by adding two collateral assets: - USYC: a tokenized money market fund backed by US government bonds. - cUSDO: a wrapped version of the USDO stablecoin - allowing holders to earn yield on reserves protected by US Treasury bonds. Institutions can choose between two custody options for using USYC and cUSDO: - Banking Triparty: custody with a third-party bank. - MirrorRSV: cold wallet with on-chain auditability via Ceffu - Binance's custody partner. This allows institutions to keep ownership off-exchange, optimize capital efficiency, and contribute to facilitating institutional participation in the Crypto market. #Binance #NewsAboutCrypto
The US is holding at least 198,000 BTC, worth $23.5 billion: Arkham According to Arkham, the US government is currently holding at least 198,000 BTC (about $23.5 billion) through various wallet addresses belonging to agencies such as the FBI, DOJ, DEA, and federal prosecutors' offices. This amount of BTC has not moved in the past 4 months. Specifically, $13.65 billion of BTC was seized from the Bitfinex hack, $8.26 billion from “Individual X” related to the Silk Road case in 2020, and $1.17 billion from James Zhong – another hacker related to Silk Road. Recent rumors have suggested that the US government has sold 170,000 BTC (~$20 billion), but a response from the US Marshals Service shows that they only hold 28,988 BTC (~$3.4 billion). The remaining funds remain in wallets belonging to other agencies.#AmericaAIActionPlan #BTCvsETH
Solana Activates SIMD-0256 Proposal, Increasing Block Size to 60M CUs The SIMD-0256 proposal to increase Solana’s block size limit to 60 million Compute Units (CU) has been officially activated on mainnet. The limit is expected to increase to 100 million CUs by the end of the year. Compute Units (CU) are similar to Gas on Ethereum. Increasing the CU limit means larger blocks and higher performance requirements from validating nodes. #CryptoClarityAct #solana #BTCvsETH #NewsAboutCrypto
ETHEREUM WILL UPGRADE FUSAKA IN NOVEMBER, FOLLOWED BY GLAMSTERDAM 🔹 Fusaka Hard Fork (Expected Mainnet: November 5–12) — Goal: Improve Scalability, Performance, and Security of the Network — Includes 11 Enhancement Proposals (EIPs), notably EIP-7825 to increase attack resistance — EIP-7907 and EVM Object Format will be removed to speed up testing 🔹 Glamsterdam Upgrade (Expected 2026) — Currently in planning phase — May include: • Shorten block processing time from 12 seconds to 6 seconds • Increase gas limit to 45 million (currently supported by 50% of validators) 🔹 Fusaka is the next upgrade after Pectra (already deployed 6 months ago), demonstrating Ethereum's efforts to increase the speed and frequency of network upgrades. #BTCvsETH #ETHBreaks3700 #NewsAboutCrypto #CryptoClarityAct
Polymarket đang xem xét ra mắt stablecoin riêng để giữ lại lợi nhuận từ lãi suất dự trữ USDC trên nền tảng. Công ty cân nhắc giữa việc tạo token nội bộ hoặc chia sẻ doanh thu với Circle – nhà phát hành USDC.
Do hoạt động trong hệ sinh thái khép kín, Polymarket có thể dễ dàng chuyển người dùng từ USDC/USDT sang stablecoin riêng mà không thay đổi hạ tầng. Việc này giúp giữ lại thanh khoản và doanh thu.
Động thái diễn ra trong bối cảnh luật pháp Mỹ đã cải thiện cho stablecoin, khiến việc phát hành token trở nên hấp dẫn hơn. Circle cũng đang đề xuất chia sẻ doanh thu với các đối tác để giữ vị thế.
BlackRock Bought Over $4 Billion in Bitcoin and ETH Last Week, Uptrend Continues?
Institutional demand for crypto continues to rise, with BlackRock leading the way. The firm bought $2.57 billion in Bitcoin and $1.76 billion in Ethereum last week.
BlackRock’s total crypto assets now exceed $93.9 billion, with Bitcoin accounting for 92%.
Institutional demand for crypto continues to rise
Ethereum is attracting strong institutional interest, with inflows reaching $2.12 billion last week – nearly double the previous record. Fidelity’s FETH fund briefly surpassed BlackRock’s ETHA.
In addition to Bitcoin and Ethereum, BlackRock has also invested in small-cap assets such as Imagen Network (on Solana), which is now its third-largest holding.
Trump Media Buys $2 Billion in Bitcoin and Related Securities!!! This Number Will Grow Strongly.
Trump Media has invested about $2 billion in Bitcoin and related securities, equivalent to about 17,000 BTC, indicating a strong move in the company's Bitcoin accumulation strategy.
Trump Media Aims to Buy More Crypto
Trump Media's crypto holdings currently account for about two-thirds of its total $3 billion in liquid assets, including $300 million in Bitcoin options.
The company plans to continue buying more Bitcoin, both to generate revenue and to support its strategy of launching a utility token on the Truth Social ecosystem.
CEO Devin Nunes asserted that holding digital assets helps protect against financial discrimination and discrimination from the banking system.
DJT shares rose 6.5% on the news.
Trump Media Increases Investment in Bitcoin
Trump Media has announced a $400 million stock buyback program, but insists it will not affect its $2 billion Bitcoin investment strategy.
The funds come from a $2.5 billion private funding round with around 50 investors, and will be used to build a Bitcoin treasury managed by Crypto.com and Anchorage Digital.
With plans to continue buying more, Bitcoin is being viewed by the company as a core strategic reserve asset.
If Solana Price Rebounds to $200, Could Meme Season Explode? Solana price is gaining attention with expectations that it could surpass $200 and continue to rise to $228 thanks to institutional capital and ETF expectations. Investors are also closely watching the Solana ecosystem for signs of a potential move to the next altcoin in 2025, especially projects with low gas fees. As Solana gains attention, meme coins such as Dogecoin, Pepe, Floki, and especially Dogwifhat, Bonk on the Solana system are resurgent, with a 31% increase over the past month. This growth is fueled by new features, partnerships and a vibrant community, along with high liquidity and increased speculative activity as SOL hovers around $200. Solana Price Solana price is being viewed as a market sentiment indicator, with an average forecast of $253 for July. Breaking above $200 could trigger a new wave of meme coins across the market. ETF talks, new milestones, and an expanding ecosystem have made Solana the center of attention for altcoins. Experts recommend keeping an eye on both high-performing meme coins and utility altcoins, preparing for the next bull run as the market heads for new highs. #BTCvsETH #BinaceSquare #solana #NewsAboutCrypto
#TrumpBitcoinEmpire is more than just a keyword – it represents the process by which Trump and his family have made cryptocurrency a core part of both personal finance and policy, with the ambition of creating a “Bitcoin empire.”
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