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Ethena Proposes to Direct 100% of Revenue to Repurchase ENA

The Ethena Foundation has proposed redirecting 100% of the ecosystem's net revenue to a programmatic buyback of its governance token, ENA. This proposal, currently up for a Snapshot vote, would shift all income from Ethena's products and businesses toward market purchases of ENA, changing the previous model which distributed revenue to sUSDe stakers and partner programs. Concurrently, the foundation has taken exclusive ownership of the protocol's intellectual property and value through a new agreement, transferring future control to ENA holders via governance. Additionally, major venture investors have agreed to cancel their future monthly token unlocks, removing a significant portion of future selling pressure. The foundation has also bought back locked ENA from some early investors who sold recently. These combined measures aim to create sustainable demand for ENA while reducing potential supply overhang. Following the news, ENA's price surged nearly 12% in 24 hours, though it remains far below its 2024 peak.

cryptonews.ruHace 1 hora(s)

Ethena Proposes to Direct 100% of Revenue to Repurchase ENA

cryptonews.ruHace 1 hora(s)

Solana Proposals Could Lead to Reduction in Staking Yields to 2.25% and Cut Emissions by $1.5 Billion

Solana is moving towards a stricter monetary model that could lead to a SOL deficit and significantly reduce staking rewards for holders. Two governance proposals drive these changes. SIMD-550, currently under vote, would double Solana's annual disinflation rate from 15% to 30%, accelerating the timeline to reach a final inflation rate of ~1.5% to the first half of 2029. The second, SIMD-553 (already approved), introduces additional token burning tied to computational units used on the network. Together, these measures could reduce SOL emission by an estimated $1.4-$1.5 billion over six years. The immediate impact would be lower staking yields, potentially falling from the current ~5.25% to approximately 4.34% in year one, 3% in year two, and 2.25% by year three. Analyst Matt Mena from 21Shares suggests inflation should be tied to economic metrics to help offset this decline. The changes also raise concerns for validator economics, with some potentially becoming unprofitable as inflation rewards decrease and voting costs may rise. However, the lower passive yield might push a significant portion of the 67.9% staked SOL into Solana's DeFi ecosystem for activities like lending and trading. This shift could boost network fee revenue to compensate for lower inflation rewards. The proposals aim to trade lower yield today for less dilution tomorrow, betting that network growth and usage will make this a worthwhile trade-off for SOL holders.

cryptonews.ruHace 4 hora(s)

Solana Proposals Could Lead to Reduction in Staking Yields to 2.25% and Cut Emissions by $1.5 Billion

cryptonews.ruHace 4 hora(s)

A Major Altcoin Prepares for a Sharp Increase in Token Burn

Two governance proposals within the Solana ($SOL) ecosystem, SIMD-550 and SIMD-553, could significantly alter the network's token supply dynamics in coming years. According to 21Shares, if implemented together, they could reduce the total $SOL issuance by approximately $1.4-1.5 billion over a six-year period. The SIMD-550 proposal aims to double Solana's annual inflation reduction rate from 15% to 30%. If adopted, the network's long-term goal of reaching a final inflation rate of 1.5% would be achieved around the first half of 2029, instead of roughly 2032. However, this faster reduction in issuance would also lower staking yields, potentially to around 2.25% by the third year. The SIMD-553 proposal, already approved and integrated into the codebase, introduces a new fee mechanism for computational units consumed in transactions. Currently, about 600-800 $SOL are burned daily on Solana. With SIMD-553, this is estimated to surge to between 7,500 and 9,000 $SOL per day—a roughly tenfold increase in the burn rate. Combined, these measures—faster inflation reduction and dramatically increased token burning—could lead to the projected multi-billion dollar decrease in net token supply. However, uncertainties remain: SIMD-550 is still subject to final voting, and the actual impact of SIMD-553 will depend on the specific fee structure for validators.

cryptonews.ruAyer 17:56

A Major Altcoin Prepares for a Sharp Increase in Token Burn

cryptonews.ruAyer 17:56

Up to $500,000 by 2029: Bernstein Analysts Update Bitcoin and Strategy Forecasts

Analysts at Bernstein have updated their forecasts for Bitcoin and the stock of Strategy (STRC). They predict Bitcoin will return to $125,000 by the end of 2026, reach a new all-time high of $150,000 by mid-2027, and peak around $300,000 in the 2029 cycle. Their key thesis is a shift in the macroeconomic regime, where governments may opt for currency debasement over fiscal stress, increasing demand for scarce assets like Bitcoin. In a bullish scenario, Bitcoin could hit $200,000 by mid-2027 and potentially peak at $500,000 in 2029, with a long-term target of $1 million by 2033. Regarding Strategy, Bernstein maintained an "outperform" rating but lowered the stock's price target from $450 to $350 due to an updated Bitcoin cycle forecast and accelerated share issuance. They noted the company holds 840,447 BTC (about 4% of supply) and has a strong balance sheet.

cryptonews.ruAyer 14:06

Up to $500,000 by 2029: Bernstein Analysts Update Bitcoin and Strategy Forecasts

cryptonews.ruAyer 14:06

Circle Issues 5 Billion USDC in a Week Amid Intensifying Competition with Tether to Boost Supply

Circle issued approximately 5 billion USDC within a week, marking another in a series of major issuances this year. This includes a record 3.25 billion USDC on Solana in April and an additional 1.25 billion in late August, boosting Solana's share of total USDC supply above 10%, though Ethereum still holds about two-thirds. USDC's circulating supply is around $74 billion, less than half of Tether's $183.1 billion market cap. Together, they dominate roughly 83% of the $304 billion stablecoin market. Circle highlights its higher transaction volume as a counterpoint to Tether's larger supply, noting USDC facilitated $18.3 trillion in volume in 2025 compared to USDT's $13.3 trillion. The latest issuance coincides with Circle becoming the technical operator for USDC on the Hyperliquid derivatives exchange. Hyperliquid's recent upgrade directs yield from the platform's ~$5 billion in USDC reserves to buy back its HYPE token. Following Hyperliquid's shift from its own stablecoin to USDC in May, this partnership incentivizes Circle to maintain fresh USDC inflows to such platforms. Analysts will monitor whether this surge is a one-time event and if Circle will pursue more aggressive distribution partnerships, like the one with Hyperliquid, to continue closing the gap with Tether.

cryptonews.ruAyer 11:46

Circle Issues 5 Billion USDC in a Week Amid Intensifying Competition with Tether to Boost Supply

cryptonews.ruAyer 11:46

The supply of Sui's stablecoin remains around $500 million, while transaction volume exceeds $65 billion

The supply of stablecoins on the Sui blockchain has remained stable at around $500 million for several months, a significant drop from its peak of $1.6 billion in May 2025. This stability contrasts with surging transaction volume. Following a May protocol update by Mysten Labs that eliminated transfer fees for seven specific stablecoins (including USDC and USDsui), the network has processed over $65 billion in fee-free stablecoin transfers since June 10. Cumulative stablecoin transaction volume on Sui since 2024 has exceeded $2.27 trillion across 16 billion transactions. Analysts note that zero-fee systems incentivize rapid movement of value rather than long-term storage, explaining the divergence between high transaction throughput and static supply. Significant growth in Sui's stablecoin supply would likely require new issuance or institutional adoption rather than just transfer activity, with USDC remaining the dominant stablecoin on the network.

cryptonews.ruHace 2 días 14:08

The supply of Sui's stablecoin remains around $500 million, while transaction volume exceeds $65 billion

cryptonews.ruHace 2 días 14:08

New Solana Vote Could Increase Daily SOL Burn to $800,000 and Slow New Token Creation

Validators on the Solana network have begun voting on three key governance proposals, two of which are set to significantly reduce the supply of SOL tokens. The voting period runs from Sunday until Thursday, around 15:30 UTC. The two supply-focused proposals are SGP-0002 and SGP-0003. SGP-0002 aims to double the annual reduction rate of new SOL issuance from 15% to 30%, accelerating the network's move towards its minimum supply level. SGP-0003 proposes a change to the transaction fee structure. Fees would be split, with a fixed portion going to the block producer and a variable portion, based on computational work, being permanently burned (destroyed). This change is projected to increase daily SOL burning from approximately 650 SOL to between 7,500 and 9,000 SOL. At Monday's prices, this represents an increase from about $61,000 to up to $846,000 burned daily. These measures of reduced issuance and increased burning are of major interest to SOL holders. The third proposal, SGP-0001, seeks to formally ratify the "Solana Constitution," a document that establishes the network's official governance framework and decision-making process. This creates a unique situation: SGP-0001 is the proposal meant to officially enact the voting system, yet the two supply proposals are being voted on using that same system before the rules governing it are fully ratified. As of early Monday, SOL was trading above $96, up 1.6% over 24 hours and 28% over the past week.

cryptonews.ruHace 2 días 09:21

New Solana Vote Could Increase Daily SOL Burn to $800,000 and Slow New Token Creation

cryptonews.ruHace 2 días 09:21

Solana Validators Begin Vote On Fee Burn Governance Proposal

Solana validators are currently voting on governance proposal SGP-0003, which aims to overhaul the network's fee structure. The proposal would replace the current flat-fee model with a variable, resource-based transaction fee that would be fully burned, removing that SOL from circulation. If approved, daily SOL burns are projected to increase significantly from approximately 650 SOL to between 7,500 and 9,000 SOL. The voting period runs through August 27. This change seeks to create a stronger link between high network usage and token scarcity by burning fees that correspond to the specific resources consumed by a transaction. While this could enhance SOL's economic model, it also involves balancing fee predictability and maintaining Solana's appeal of low costs. The outcome rests with the validators, whose decision will determine if and how this major token-economic shift is implemented. It is emphasized that these are projections for a future state; SOL has not yet become deflationary, and the network's current supply dynamics remain unchanged.

bitcoinistHace 2 días 08:21

Solana Validators Begin Vote On Fee Burn Governance Proposal

bitcoinistHace 2 días 08:21

Grain Prices Haven't Taken Off Yet, So Why Have Fertilizer Prices Risen First?

Fertilizer prices are rising ahead of a potential global food price surge, driven primarily by supply-side constraints rather than current agricultural demand. While a strong El Niño is forecast for late 2026, its impact is expected to be initially limited to specific crops like palm oil and rubber, not leading to immediate, broad-based grain shortages. The fertilizer market is currently propelled by its own dynamics: **Urea** faces domestic oversupply in China, with its price reliant on the potential to export to higher-priced international markets. **Phosphate fertilizers** are experiencing a rare "supply-led" cycle due to global sulfur shortages, shipping disruptions, and production cuts overseas, placing Chinese producers with integrated resources and export channels in a key position. **Potash** supply is tightening due to planned maintenance and production cuts at major global producers, underpinning its long-term resource scarcity narrative. Looking ahead to 2027, a prolonged El Niño could shift the market into a second phase of "demand-supply resonance." If extreme weather significantly impacts crop yields and global grain inventories, rising food prices and farmer income would boost fertilizer application demand. This potential demand surge, layered onto the existing supply constraints, could amplify the price cycle. The overarching theme is that **food security is redefining the strategic value of fertilizers**, particularly for resource-constrained phosphate and potash. Policy priorities balancing domestic supply guarantees with export opportunities, coupled with resource ownership and global supply chain access, are becoming critical determinants of profitability beyond short-term weather cycles.

marsbitHace 2 días 05:33

Grain Prices Haven't Taken Off Yet, So Why Have Fertilizer Prices Risen First?

marsbitHace 2 días 05:33

Bitwise's XRP ETF Trading Volume Surpasses $200 Million Over Three Trading Sessions

Bitwise XRP ETF Trading Volume Surges, Exceeds $200 Million Over Three Sessions Trading activity in the Bitwise XRP ETF ($XRP) accelerated sharply over the three sessions ending August 24, marking its most active period since launching in November 2025. According to Bitwise President Teddy Fusaro, volume topped $80 million on August 24, after exceeding $60 million on each of the two prior days, bringing the three-day total over $200 million. This secondary market trading surge coincided with a sharp price recovery for XRP in August. The record volumes followed a rally that boosted the fund's Net Asset Value per share by 11.71% to $15.36 by August 20. The broader crypto market uptick was partly attributed to a U.S. Treasury announcement to significantly increase long-term bond buybacks starting September 9. As of August 23, the fund held approximately 328.2 million XRP valued at $484.6 million. The article notes that high ETF trading volume reflects secondary market activity and does not necessarily equate to new capital inflows or additional token purchases. It highlights a separate challenge for XRP: whether demand can absorb the token's increasing circulating supply, which grew 5.5% year-over-year from escrow releases. In H1 2026, U.S. spot XRP exchange-traded products absorbed an estimated 14.8% of this supply increase. Other potential demand sources mentioned include AI agents potentially using the XRP Ledger for settlements and institutional payments, though digital assets currently represent a negligible portion of the vast payment volumes processed by Ripple's acquired companies. The Bitwise XRP ETF, trading on NYSE Arca, provides investors with traditional brokerage account access to XRP, which is custodied by Coinbase Custody Trust Co.

cryptonews.ruHace 2 días 05:23

Bitwise's XRP ETF Trading Volume Surpasses $200 Million Over Three Trading Sessions

cryptonews.ruHace 2 días 05:23

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