Zombit

由知名分析師、投資研究機構 Fundstrat 共同創辦人 Thomas “Tom” Lee 領導的以太幣財務公司 BitMine Immersion Technologies（股票代碼：BMNR）週一宣布，其持有的以太幣（ETH）價值已超過 29 億美元。截至 8 月 3 日，該公司的以太幣持有量已達 833,137 顆，使 BitMine 成為全球最大的以太幣財務公司。

原本專注於比特幣（BTC）挖礦業務的 BitMine 在今年 6 月宣布進行私募以啟動以太幣財務策略，並由 Tom Lee 擔任董事長，其績效評估目標是提升每股以太幣持有量，實現方式包括：公司現金流的再投資、資本市場操作（包括利用市場波動降低資本成本）、透過質押（Staking）產生收益以及 ETH 價值的變動。

「BitMine 以閃電般的速度推進『取得 5% ETH 魔法』的目標（註：意旨獲取並質押整體以太幣供應量的 5%），在短短 35 天內，將我們的 ETH 持有量從零增長至超過 83.3 萬顆。」Tom Lee 表示：「我們已經在加密財務領域中脫穎而出，不僅在提升每股加密資產淨值的速度上領先，同時股票的流動性也位居前列。」

同時，BitMine 宣布傳奇投資人、投資公司 Miller Value Partners 資深顧問 Bill Miller III 已成為其主要投資人之一，並與包括方舟投資（ARK）創辦人 Cathie Wood、MOZAYYX、矽谷大佬 Peter Thiel 的 Founders Fund、Pantera、Kraken、DCG 及 Galaxy Digital 在內的機構投資者並列，「共同支持 BitMine 取得 5% ETH 的目標」。

Bill Miller 表示：

「我第一次投資微策略（Microstrategy）是在 2020 年底，就在 Michael Saylor 轉向比特幣財務策略不久之後。Tom Lee 與他的團隊已展現出決心，將依循 Michael 的策略藍圖來提升股東價值。更令人期待的是，一旦 BitMine 啟動 ETH 質押，公司將進入高獲利階段。以我的經驗來看，最優秀的管理團隊會以事實為依據做出理性決策，展現獨立思考，並以取得高於資本成本的回報為目標來分配資本。」

根據 strategicethreserve.xyz 的數據，BitMine 是目前持有最多以太幣的上市公司，排名第二的是由以太坊共同創辦人 Joe Lubin 領導的 SharpLink Gaming，其持有量已達 43.8 萬顆。

Source

Market analysts predict through Elliott Wave Theory that the cryptocurrency market has not yet peaked; he believes Bitcoin will rise to about $140,000 this year and enter a bear market in 2026.

Bitcoin's trend still aligns with Elliott Wave

Currently, Bitcoin holds the top position in market capitalization among cryptocurrencies, with market data indicating a 4% decline over the past week, with prices briefly dropping below $112,000 over the weekend. This decline occurred after long-term holders took profits around $120,000, accompanied by significant drops in stocks associated with cryptocurrencies (such as MicroStrategy and Coinbase).

According to a report by The Wall Street Journal, the White House is preparing to escalate pressure on major banks regarding their alleged actions of closing accounts of conservative individuals and cryptocurrency companies 'based on political stance,' intending to combat these actions through an executive order. According to a draft obtained by The Wall Street Journal, the executive order would threaten to impose fines on such financial institutions.

This executive order draft requires banking regulators to investigate whether financial institutions have violated the Equal Credit Opportunity Act, antitrust laws, or consumer financial protection regulations. Once violations are verified, banks may face monetary penalties, consent orders, or other disciplinary actions. According to informed sources, this order may be signed as soon as this week, but delays or adjustments are also possible.

Cryptocurrency asset management company CoinShares reported on Monday that digital asset investment products recorded a net outflow of $223 million last week, ending a trend of net inflows for 15 consecutive weeks.

Source: CoinShares

CoinShares noted that the market performed strongly at the beginning of the week, with net inflows reaching $883 million, but later reversed, likely influenced by the hawkish stance of the U.S. Federal Reserve's FOMC meeting and a series of better-than-expected economic data. The report stated:

"Although the weak employment data released in the last few days of last week had a dovish implication for the Federal Reserve, the overall market risk aversion still drove further outflows, with a net outflow exceeding $1 billion just on Friday alone. Given that the net inflow over the past 30 days has reached $12.2 billion, accounting for half of the year's cumulative net inflow, we believe that the current slight profit-taking situation is understandable."

According to an investigation by blockchain analytics firm Arkham, the sudden disappearance of the large Chinese mining pool Lubian during the last bull market may be related to a previously undisclosed bitcoin theft case involving 127,000 bitcoins, valued at approximately $3.5 billion at the time.

Arkham pointed out on social media platform X that Lubian may have had 127,426 bitcoins stolen in December 2020, worth approximately $14.5 billion at current prices. Arkham identified this event as the largest cryptocurrency theft in history, far surpassing the Bybit attack incident in February 2024, which was valued at $1.5 billion.

The Acting Chair of the Commodity Futures Trading Commission (CFTC), Caroline Pham, announced last weekend that the agency will launch an initiative called 'Crypto Sprint' to begin implementing the recommendations outlined in the White House cryptocurrency policy report.

Pham stated that the CFTC will work closely with SEC Chairman Paul Atkins and Commissioner Hester Peirce on the 'Project Crypto' announced last week. She said:

The CFTC will not waste any time implementing President Trump's vision—making the United States the global capital of cryptocurrency.

Japanese investment company Metaplanet announced on Monday (4th) that it has spent approximately 7.995 billion yen (about $53.7 million) to acquire an additional 463 Bitcoins, as part of its Bitcoin financial operations, with an average purchase price of 17,268,320 yen (about $115,895).

As of August 4, Metaplanet holds a total of 17,595 Bitcoins (valued at approximately $2.018 billion based on the current Bitcoin price of about $114,700). According to Metaplanet CEO Simon Gerovich, the purchase cost of these Bitcoins was about $1.78 billion, with an average purchase price of $101,422.

Author | Aki Chen 吴说区块链

This article is organized with the participation of GPT, intended for information sharing only and does not constitute any investment advice. Readers are urged to strictly adhere to the laws and regulations of their location and refrain from participating in illegal financial activities.

Introduction

On August 1, 2025, the Hong Kong (Stablecoin Regulation) officially takes effect, clearly stipulating that any institution issuing or providing fiat-backed stablecoins to local retail in Hong Kong must apply for a license issued by the Monetary Authority, strictly adhering to reserve mechanisms, AML/KYC obligations, and requirements for transparency. The Hong Kong Monetary Authority has also announced the initiation of stablecoin license applications, with the first round of applications closing on September 30, and the first batch of licenses expected to be issued in early 2026. This series of actions is viewed by the industry as an 'important milestone in the global compliance of stablecoins', but due to its stringent KYC requirements and high barriers to entry, it is comparable to the strictest stablecoin legislation globally, sparking fierce controversy among Web3 projects and communities. Meanwhile, the US SEC has launched the Project Crypto plan, proposing an 'innovation exemption' that contrasts sharply with Hong Kong.

The largest cryptocurrency exchange in the US, Coinbase, recently had a television advertisement launched in the UK banned by local television networks, igniting widespread discussion. In response, Coinbase CEO Brian Armstrong publicly stated on social media that the advertisement does not have a political stance but critiques the traditional financial system and calls on society to acknowledge the potential of cryptocurrency technology.

Brian Armstrong wrote on X (formerly Twitter):

"The advertisement we aired in the UK was banned by the television network, which sparked quite a reaction. If something is banned from being said, it may indicate that it truly touches upon some truths."

U.S. President Donald Trump stated on Sunday that he has fired Erika McEntarfer, the head of the U.S. Bureau of Labor Statistics (BLS), and will announce a successor in three to four days. Trump emphasized that he has 'no confidence' in the employment data released by the agency and criticized the recent employment report as 'absurd.' Before boarding Air Force One, Trump told reporters, 'We will announce a new statistical director in the next three or four days. We have no confidence in the current director. The numbers he released are too absurd; it's not just one piece of data, almost every piece of data is strange.'

Despite the recent downturn in the cryptocurrency market, institutional investors seem to be buying the dip and accumulating spot positions.

According to information shared by on-chain data analyst Yu Jun, an address suspected to belong to an Ethereum (ETH) reserve institution has significantly absorbed Ethereum in the past few days and added another 15,846 ETH (approximately $55.34 million) 8 hours ago, all of which is used for staking. Since August 1, this institution has continuously bought Ethereum through multiple institutional trading platforms, accumulating a total of 41,452 ETH to date, with a total value of approximately $148 million and an average purchase price of $3,575 per ETH.

The Trump Media and Technology Group (TMTG), led by U.S. President Trump, announced its Q2 2025 financial report on Friday, officially confirming that the company holds a total of $2 billion in Bitcoin and related assets, making it the fifth largest Bitcoin reserve company among publicly traded companies in the United States. According to the company, this asset includes spot Bitcoin, Bitcoin ETFs, trust funds, and derivative products, constituting a 'hybrid crypto treasury structure' with liquidity and risk diversification features.

First time achieving positive operating cash flow.

The press release shows that Trump Media's total financial assets reached $3.1 billion in Q2, with Bitcoin and related assets accounting for $2 billion. Notably, although the company's media and technology business achieved positive operating cash flow for the first time (+$2.3 million), the company still recorded a net loss of $20 million (of which approximately $15 million was for legal litigation expenses).

Satoshi Nakamoto statue was stolen

In early August 2025, a statue of Bitcoin founder Satoshi Nakamoto was vandalized and thrown into a lake in the Swiss city of Lugano, provoking strong condemnation from the crypto community. The statue was designed by Italian artist Valentina Picozzi, using a transparent hollow style, symbolizing Satoshi Nakamoto's anonymity and the spirit of decentralization.

According to the art group Satoshigallery, the statue has been an important symbol for the Bitcoin community since its installation in Parco Ciani park by the lakeside in Lugano in October 2024. However, the statue was recently forcibly removed from its base by unknown individuals and thrown into Lake Lugano. The statue was only secured by two points of welding on its legs, making the destruction process relatively easy.

River Mart serves as the final task for the River protocol to reach its next milestone. It combines multi-chain NFT minting with reward points, allowing users to deposit assets on designated chains and mint NFTs. After accumulating seven, users unlock a mystery NFT, with a total reward of 24 million River Pts.

River has established the first chain-abstract stablecoin system, allowing users to collateralize BTC, ETH, BNB, or LST on any chain and mint satUSD natively on another chain, without the need for additional cross-chain operations or dominance. Within a month, River has accumulated over $400 million in TVL, with stablecoin circulation surpassing $100 million, and integrated over 20 use cases including Pendle and ListaDAO.

White House Press Secretary Karoline Leavitt stated that Democratic Congresswoman and former House Speaker Nancy Pelosi's stock portfolio outperformed all major hedge funds in 2024, even exceeding the annual returns of legendary investor Warren Buffett's Berkshire Hathaway by more than double.

This explosive revelation came a day after the Senate Homeland Security and Government Affairs Committee passed a bill to prohibit members of Congress from buying and selling stocks. The bill was humorously named the (Pelosi Act), formally known as the (Preventing Elected Leaders from Owning Securities and Investments Act). Interestingly, Pelosi herself also supports this bill, which has received strong backing from the Democrats.

Global payment service provider Visa announced on Thursday that the company will expand the functionality of its stablecoin settlement platform, adding support for three new stablecoins and two blockchain networks to facilitate settlement transactions between issuers and acquirers.

Visa stated in a press release that its settlement platform now adds support for PayPal-issued USD stablecoin PYUSD, Paxos-issued USD stablecoin USDG, and Circle-issued Euro stablecoin EURC. Additionally, customers using its stablecoin services can now accept related tokens via Avalanche and Stellar blockchains.

According to statistics from SoSoValue, U.S. Ethereum spot exchange-traded funds (ETFs) recorded approximately 17 million USD in net fund inflows on Thursday, marking 20 consecutive trading days of net inflows, setting the record for the longest streak of consecutive inflow days since these funds were launched.

The total net inflow over these 20 days is close to 5.4 billion USD. With funds continuously pouring in, the net asset value held by Ethereum ETFs has now reached approximately 21.52 billion USD, accounting for 4.77% of Ethereum's total market capitalization.

Among these 9 Ethereum spot ETFs, only the ETHA fund issued by BlackRock and the FETH fund from Fidelity recorded net inflows yesterday, amounting to 18.18 million USD and 5.62 million USD, respectively. The only fund showing net outflow was Grayscale's ETHE fund, with an amount of 6.8 million USD.

Tether's net profit for the second quarter reached $4.9 billion

With U.S. stablecoin regulations becoming increasingly clear and the market continuing to expand, stablecoin issuer Tether reported strong quarterly performance. According to the latest report, Tether achieved a profit of $4.9 billion in the second quarter of 2025, a growth of 277% compared to the same period last year.

According to DefiLlama data, Tether's issued stablecoin USDT remains the market leader globally, accounting for 61.7% of the overall market capitalization, with a market value of $164.5 billion.

As of June 30, Tether's total assets were $162.6 billion, with liabilities of $157.1 billion, most of which stem from obligations related to stablecoin issuance. Notably, Tether's holdings in U.S. Treasury securities increased to $127 billion, surpassing South Korea to become the 18th largest holder of U.S. debt globally. In the first half of 2025, Tether's total profit reached $5.7 billion, growing approximately 9.6% compared to the same period in 2024.

JPMorgan CEO Jamie Dimon recently expressed in an interview that he believes in the development prospects of stablecoins and blockchain technology, although he remains cautious about Bitcoin. He emphasized that JPMorgan will participate in accordance with customer demand.

Dimon stated during an interview on CNBC:

"I believe in stablecoins, I believe in blockchain, but I personally do not believe in Bitcoin itself. However, you are a customer, and I do not like to tell customers how to use their money or how not to use it. This is a completely different issue for us. Therefore, we will adapt to these developments."

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission (SEC), announced the launch of the 'Project Crypto' initiative to comprehensively modernize the securities regulatory system in response to the advent of the digital asset era. The initiative aims to provide clear regulatory guidance for the U.S. crypto industry, allowing more innovation to develop under legal protection and strengthening the U.S.'s leadership position in global digital finance competition.

The President's Working Group report promotes regulatory reform.

Paul Atkins stated, 'Project Crypto' directly responds to the White House's cryptocurrency policy report released at the end of July, drafted by the President's Digital Asset Working Group, advocating for a clear market structure, inter-departmental coordination, stablecoin policies, anti-money laundering measures, and banking and tax regulations. According to the report's recommendations, the U.S. will be jointly supervised by the SEC and the Commodity Futures Trading Commission (CFTC) in the future, with the CFTC taking the lead in regulating the spot market.