Дайджест криптовалютных новостей за ночь 31 июля 2025 года

cryptonews.ruPubblicato 2025-03-30Pubblicato ultima volta 2025-07-31

Котировки биткоина вновь остались практически неизменными. Цифровая монета подорожала на 0,4% за 24 часа. Курс BTC находится на отметках вблизи $118 500, не выпадая из границ узкого диапазона между $116 500 и $120 000. Стоимость эфира выросла на 2,1% и достигла значения $3858. Отметим рост курса Pump.fun (PUMP) на 29,55% за последние сутки.

Институциональные притоки в ETF продолжаются
Hyperliquid снова столкнулась с техническими проблемами
CoinDCX потеряла $44 млн из-за социальной инженерии
SEC ускоряет запуск криптоETP
Robinhood превзошел ожидания по итогам второго квартала
Ether Machine нарастила резервы Ethereum

Институциональные притоки в ETF продолжаются

Bitcoin-фонды зафиксировали чистый приток в $47 млн — 5-й день подряд положительной динамики. Ethereum-ETF продолжают свою серию из 19 дней, добавив еще $5,8 млн в фонды. Эти данные говорят о высоком интересе инвесторов к криптовалютам, несмотря на узкий ценовой диапазон.

Hyperliquid снова столкнулась с техническими проблемами

Платформа Hyperliquid вновь испытала системные сбои, вызвав жалобы пользователей на ошибку Unexpected error sending order. Команда подтвердила проблему, указав, что она связана с перегрузкой API, а не с полным отключением сервиса. Несмотря на задержки, ордера продолжают обрабатываться. Это не первый случай подобных сбоев у Hyperliquid, что вызывает обеспокоенность трейдеров.

CoinDCX потеряла $44 млн из-за социальной инженерии

Индийская полиция сообщила, что сотрудник криптобиржи CoinDCX стал жертвой хакеров, замаскировавших атаку под предложение подработки. Мошенники убедили его установить вредоносное ПО, с помощью которого получили доступ к кошельку компании. Ущерб оценивается в $44 млн.

SEC ускоряет запуск криптоETP

Аналитик Bloomberg Эрик Балчунас сообщил, что SEC опубликовала новые стандарты листинга для биржевых криптопродуктов (ETP). Теперь для запуска достаточно 6 месяцев фьючерсной торговли на Coinbase Derivatives. Это откроет путь к ETP на BTC, ETH, SOL и другие ликвидные активы уже осенью.

Robinhood превзошел ожидания по итогам второго квартала

Платформа Robinhood опубликовала сильную отчетность за 2-й квартал. Общая выручка составила $989 млн, что на 45% выше аналогичного периода прошлого года и прогноза аналитиков. Чистая прибыль достигла $386 млн, или $0,42 на акцию, при ожидании в $0,31. Доход от криптотрейдинга вырос на 98%, до $160 млн.

Ether Machine нарастила резервы Ethereum

The Ether Machine объявила о покупке 15 тыс. эфиров по средней цене $3809,97, потратив около $56,9 млн. Общие резервы компании теперь составляют 334,75 тыс. ETH, что превышает запасы Ethereum Foundation. В распоряжении Ether Machine остается еще $407 млн для будущих покупок. Компания стала третьей публичной структурой, опередившей Foundation по объему ETH, следом за Bitmine и SharpLink.

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Ethereum Foundation Interim Executive Director Speaks Out: What Is Our Mission?

The Ethereum Foundation's core mission is to ensure Ethereum remains a truly permissionless, censorship-resistant, private, and open infrastructure for large-scale, sovereign coordination. The article clarifies the EF's focus and dismisses irrelevant objectives, such as pursuing institutional popularity or short-term speculation. Its core work centers on eliminating systemic weaknesses. This involves fortifying Ethereum across multiple layers—protocol, access, user, and institutional—against exploitation, control, or surveillance. Key initiatives include minimizing harmful MEV and preventing privileged control over transaction flow, making unconditional privacy a foundational default, ensuring staking remains permissionless and decentralized, and strengthening user-facing access points to uphold autonomy. Concurrently, the EF aims to seize strategic opportunities. These include leading the transition to post-quantum cryptography, achieving a fully verifiable protocol stack, establishing Ethereum as private digital cash, integrating user-owned AI agents with personal wallets, and demonstrating that trusted-neutral infrastructure can competitively handle disintermediated coordination at an institutional scale. The article also addresses recent organizational changes, stating that personnel departures were due to strategic realignment, role fit, or natural evolution. It clarifies the approach to spin-outs, emphasizing that external funding will be provided only for work critical to the EF's mission that reduces Ethereum's dependency without creating new risks or mission drift. Ultimately, the EF is committed to building an enduring, neutral system that reshapes global coordination, focusing relentlessly on the principles of censorship resistance, openness, privacy, and sovereignty (CROP).

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Ethereum Foundation Interim Executive Director Speaks Out: What Is Our Mission?

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Switching Research Fields in the Final Year of My PhD, I Landed an Offer from OpenAI: My Interview Journey Was Full of 'Surprises'

Yong Zheng-Xin, a final-year PhD student at Brown University, secured an OpenAI offer after pivoting from multilingual models to AI safety research in his last year. In his blog post "Surprising lessons from my research scientist job search," he shares six unexpected insights from his job hunt. He found that often only one or two key papers matter for securing an interview, not the total number. Interview formats were highly diverse, including unexpected rounds on system design and AI agent usage. "Work trials," common in AI startups, involved paid, sometimes week-long collaborative tasks that disrupted other interview preparations. Timing proved crucial, with opportunity windows sometimes lasting less than a month. Return offers for research roles were rare compared to software engineering. Surprisingly, many interview rounds were unrelated to his specific AI safety focus, instead testing broader research competencies. Zheng-Xin concludes that the ability to demonstrate relevant expertise in a new field can unlock opportunities, regardless of one's previous publication record.

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Switching Research Fields in the Final Year of My PhD, I Landed an Offer from OpenAI: My Interview Journey Was Full of 'Surprises'

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David Villa Officially Appointed as Brand Ambassador for BitradeX

David Villa, the legendary Spanish striker and 2010 World Cup champion, has been officially appointed as the Global Brand Ambassador for BitradeX. This partnership, announced amid the global excitement for the 2026 World Cup, aims to enhance the platform's international brand influence. Villa, a key figure in Spain's golden era of football and the nation's all-time top scorer, embodies a spirit of perseverance, focus, and the relentless pursuit of excellence. BitradeX officials stated that this champion mentality aligns perfectly with their own core values of innovation, long-term development, and global strategic expansion. As a global AI-driven digital asset ecosystem, BitradeX will collaborate with Villa across branding, global market promotion, community engagement, and strategic initiatives. The company believes Villa's widespread influence and trusted international image will serve as a crucial bridge to connect with users worldwide. This collaboration marks a significant step in BitradeX's globalization strategy, with both parties committed to exploring new opportunities in the digital age and writing a new chapter of shared achievement.

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STRC 跌破面值，比特币财库实验进入下半场

The price of STRC, Strategy's dividend-paying preferred stock, has fallen below its $100 face value, triggering a re-evaluation of the "bitcoin treasury" corporate model. This highlights a critical tension: the company's asset base consists of high-volatility, non-cash-flow-generating Bitcoin, while its capital structure requires continuous cash payouts for dividends and interest. The decline of STRC signals that market pressure is shifting from asset price volatility to the pricing of the company's financing tools. Strategy's core model involves a three-step conversion: turning equity into Bitcoin exposure, converting Bitcoin holdings into capital market credit, and packaging non-yielding BTC into cash-paying securities like STRC. While Strategy holds a massive 847,363 BTC, the focus is now on cash flow mismatches. The company faces annual preferred stock dividend obligations of approximately $1.7 billion, far exceeding the cash flow from its legacy software business. Its ability to meet these obligations relies on continued access to capital markets. The market is now scrutinizing which of three potential costs becomes untenable first: rising dividend costs to attract investors, dilution costs from issuing more common stock, or the reputational cost of selling BTC—a move contrary to its "hodl" narrative. For the broader crypto market, a constrained Strategy means the potential loss of a predictable, narrative-driven marginal buyer for Bitcoin. The STRC discount serves as a reminder that the longevity of such models depends not just on Bitcoin's price, but also on financing windows, cash reserves, and investor willingness to pay a "trust premium" for the structure.

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Standard Chartered Bank’s 50-Fold Fantasy: Predicting AAVE to Reach $3,500

Standard Chartered Bank has issued an optimistic research report predicting that the AAVE token could surge 50-fold to $3,500 by 2030. This forecast is based on the projection that the total value locked (TVL) in DeFi will grow 37x to approximately $2.7 trillion, driven by stablecoin expansion and the tokenization of real-world assets (RWA). The bank's model links Aave's potential valuation directly to its protocol revenue, which is primarily driven by net interest margins. The report highlights Aave's current dominant position, noting it captures over 80% of the net earnings ("protocol retained earnings") in the lending sector while holding only about half of its TVL. It also points to the recent launch of the Aave V4 architecture and a healthy revenue stream of $142 million in 2025 as positive fundamentals. Grayscale's separate analysis, applying traditional valuation metrics like DCF, concluded AAVE is currently undervalued. However, the article notes significant challenges. Aave's peer-to-pool lending model suffers from inherent capital inefficiency, with an estimated $52 million annual "deadweight loss" due to idle funds needed for liquidity buffers. This structural flaw was exposed during the April KelpDAO exploit, which locked a WETH pool at 100% utilization for days. Emerging protocols like Morpho, with more efficient point-to-point models, are cited as growing competitive threats. In summary, while institutional forecasts paint a macro picture of massive growth fueled by RWA adoption, Aave's path forward hinges on addressing its core structural limitations and competitive pressures within the evolving DeFi lending landscape.

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Standard Chartered Bank’s 50-Fold Fantasy: Predicting AAVE to Reach $3,500

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