7*24

Hot topic

Market

Activities

On June 17, Wells Fargo Securities released a new report indicating that the firm has raised its year-end target for the S&P 500 index from 7300 to 7950. The report suggests that the easing of U.S.-Ir

Wells Fargo Securities Raises S&P 500 Target to 7950: U.S.-Iran Ceasefire and Rate Cut Expectations 

TradFi Trading Strategies Sharing Challenge

World Cup Predictions: 100,000 USDT DailyBTC Prophet: 20-Day 380 Million HTX Challenge1$ Margin TradeVanEck: Bitcoin Miners Face $50B Funding Gap as AI Pivot Separates Winners From Losers A new framew

World Cup Predictions: 100,000 USDT Daily

BTC Prophet: 20-Day 380 Million HTX Challenge

VanEck: Bitcoin Miners Face $50B Funding Gap as AI Pivot Separates Winners From Losers



A new framework from asset manager VanEck is drawing clear lines between Bitcoin miners that are genuinely transforming into artificial intelligence infrastructure providers and those that are still selling a story. All of it comes with a sobering price tag: a roughly $50 billion near-term funding gap standing between the sector’s pipeline ambitions and actual delivery.

In a research note, VanEck investment analyst Griffin MacMaster and Head of Digital Assets Research Matthew Sigel laid out what they describe as the first structured valuation approach for the increasingly blurry category of companies that straddle both Bitcoin mining and AI data center hosting.

With financial disclosures varying widely across the sector and cash flows still nascent, VanEck argues the cleanest metric available to investors right now is gross energized power — essentially, how many megawatts a company has actually switched on, not just announced.

The gap between those two things is already telling. Companies that have physical leases in hand — including Cipher Mining (CIFR), Hut 8 (HUT), and TeraWulf (WULF) — are commanding valuations above 10x gross energized power.

Meanwhile, names like Marathon Digital (MARA) and CleanSpark (CLSK), which remain more closely tied to Bitcoin mining with limited contracted AI capacity, are trading at just 2–6x that same metric.

“For now, we find that the market is paying for contracted and energized capacity, while discounting everything still in the pipeline,” the analysts wrote.

Signing contracts, VanEck warns, is only the beginning. Across the entire peer group, miners have delivered only approximately 25% of their leased capacity — a figure that the firm expects to decline further before improving, as large-scale construction projects kick off in 2

VanEck: Bitcoin Miners Face $50B Funding Gap as AI

HTXCommunity4thAnniversary

Wintermute Says Bitcoin Rally Faces Another Trap Unless ETF Demand The consumer inflation in the United States for the month of May reached 4.2% year-on-year, while core inflation moderated to 2.9%. T

Wintermute Says Bitcoin Rally Faces Another Trap Unless ETF Demand The consumer inflation in the United States for the month of May reached 4.2% year-on-year, while core inflation moderated to 2.9%.
The assets under management of digital asset treasury companies registered a contraction that reduced their global funds from $220 billion to approximately $140 billion.

Brent crude reported a drop from the high $110 range to the $80 per barrel band following the announcement of the reopening of the Strait of Hormuz.



Wintermute Says Bitcoin Rally Faces Another Trap U

• AUD/USD dipped  on Wednesday  as market focus shifted away from the Reserve Bank of Australia and toward the outcome of the U.S. Federal Reserve meeting and comments from new Fed Chair Kevin Warsh l

FxWirePro: AUD/USD dips as market focus shift from RBA to Fed - EconoTimes

HTXSquare: Global Markets After Trump China VisitATWO: Fans Vote to Change Live OutcomesZEST: Bitcoin Lending ProtocolWintermute Says Bitcoin Rally Faces Another Trap Unless ETF Demand ReturnsThe cons

HTXSquare: Global Markets After Trump China Visit

Wintermute Says Bitcoin Rally Faces Another Trap Unless ETF Demand ReturnsThe consumer inflation in the United States for the month of May reached 4.2% year-on-year, while core inflation moderated to 2.9%.
The assets under management of digital asset treasury companies registered a contraction that reduced their global funds from $220 billion to approximately $140 billion.
Brent crude reported a drop from the high $110 range to the $80 per barrel band following the announcement of the reopening of the Strait of Hormuz.
Following several weeks of high macroeconomic volatility, the crypto market seems to be recovering its valuation. The leading currency, Bitcoin increased 1.9% in its daily value driven by the stabilization of inflationary indicators in the United States and the reduction of global geopolitical tensions in the Middle East.

Citigroup predicts $8 trillion tokenization boom by 2030 The market for tokenized real-world assets has continued expanding rapidly, with Citigroup projecting the sector could reach as much as $8.2 tr

Citigroup predicts $8 trillion tokenization boom by 2030

The market for tokenized real-world assets has continued expanding rapidly, with Citigroup projecting the sector could reach as much as $8.2 trillion by 2030 under its bullish scenario.

According to Citigroup, tokenization is moving beyond experimental programs and into mainstream financial infrastructure as regulatory clarity improves and major market institutions integrate blockchain technology into their operations.

The bank estimates the market could reach $5.5 trillion in its base-case outlook, while stronger adoption could push the figure above $8 trillion before the end of the decade.

Recent on-chain data suggests growth is already accelerating. According to Token Terminal, tokenized assets now account for more than $43 billion in market value, representing an increase of roughly 37% over the past 180 days.

The platform’s estimate exceeds figures reported by RWA.xyz, which currently values the market at under $33 billion, a difference likely tied to how each provider classifies tokenized financial products.

Tokenized funds remain the largest category
Data from Token Terminal shows tokenized funds account for nearly 80% of the sector’s total market capitalization. Commodities represent 16.6% of the market, while tokenized stocks contribute about 3.8%.

Network activity remains concentrated on Ethereum, which hosts 57.8% of all tokenized asset value tracked by Token Terminal. BNB Chain follows with 8.5%, while zkSync Era holds 7.5%. XRP Ledger and Stellar account for 5.8% and 5.4%, respectively.

Issuer rankings show Sky holding the largest share of tokenized assets at $6.1 billion. According to Token Terminal, Securitize and Ondo Finance each manage approximately $3.6 billion in tokenized assets.

2026 World Cup Posting Challenge on HTX Square

HTX  Creation Challenge — Post and Win 1,500U 💥

Citigroup predicts $8 trillion tokenization boom b

Hyperliquid Monthly Active Users Jump 21.8% to 220.8K in Just Five WeeksWorld Cup Predictions: 100,000 USDT Daily2026 World Cup Posting Challenge on HTX SquareBTC Prophet: 20-Day 380 Million HTX Chall

Hyperliquid Monthly Active Users Jump 21.8% to 220.8K in Just Five Weeks

The cryptocurrency market lost approximately $440 billion in total capitalization over the last 30 days, with Bitcoin falling from $81,000 to a low of $59,000 recorded on June 5.
Hyperliquid’s share of the total volume of decentralized perpetual contract exchanges stands at 56.31%, compared to the 23% recorded at the beginning of the year.
The platform’s volume reached a record 7.6% of the total perpetual contract market, including centralized exchanges

Hyperliquid Monthly Active Users Jump 21.8% to 220

Litecoin ( LTC ) has shown steady upward momentum as institutional interest grows, while Dusk Network ( DUSK ) continues to attract developers with its privacy focused smart contracts, fueling ecosyst

On Jun 2, Jelurida shipped Ardor 2.6.2. On Jun 8, it labeled 2.6.2 a mandatory bugfix update (Atomic Transaction Chains fixes + Nxt full‑text search). On Jun 15, it highlighted fresh coverage and a ne

New RWA perps live, with up to 20x leverage. - $CRM (Salesforce) - $GME (GameStop) - $RIVN (Rivian Automotive) - $NFLX (Netflix) - $COST (Costco Wholesale) Earn 1.2x trading points until June 22, 23:5

Live playback
Bitcoin
Live time: 2026-06-17 10:31

Bitcoin

Internet-Famous Institution Battles White-Haired Stock God: What Does the Report That Crashed CPO Stocks Actually Recommend?

The Most Powerful Fable 5 Transcends Mythical Moments, but AI Has Learned to Fight Itself

SpaceX's Core Window for Listed Trading: July 7th Nasdaq Inclusion Date and Post-Q2 Earnings Lockup Expiration

Maelstrom’s Bitcoin Grants Hit 20 Months — 5 Developers, 4 Active, Here’s What They’ve Accomplished

TON Revives the Gram Brand, a Name That Disappeared Six Years Ago Returns

The Largest IPO in History Ignites Heated Debate: Is SpaceX Worth $1.77 Trillion?

Top Crypto Coins With Real Use Cases To Watch in June 2026: NEAR, HYPE, Humanity Protocol, and BlockDAG Compared

Sequoia Dialogue with Jensen Huang: Computing Model Undergoes a 60-Year Transformation; You Won't Be Replaced by AI, But You Will Be Dimensionality-Reduced by 'Those Who Master AI'

The Recursive AI Anthropic Warned About: Tian Yuandong's New Company Has Just Taken the "First Step"

Bitcoin

All Comments0LatestHot

Trending Topics