BlackRock Warns Investors on Bonds, Highlights Crypto as Alternative

Blockchain Partner: Crypto Assets Are Undergoing a Great Value Reassessment

The cryptocurrency industry is experiencing a paradox: while achieving unprecedented success in adoption and infrastructure, market sentiment remains deeply pessimistic due to a significant decoupling between utility and token prices. Key successes include record stablecoin transaction volumes ($33 trillion in 2025), widespread adoption of crypto-native applications like Polymarket and Phantom, and major traditional financial institutions implementing blockchain strategies. However, token prices have stagnated or declined, revealing a structural shift in value capture: economic value is increasingly accumulating at the application and distribution layers (e.g., wallets, exchanges, and companies like Coinbase and Tether) rather than at the infrastructure layer (L1s, L2s, protocols). This revaluation challenges long-held investment theses that assumed token holders would benefit directly from protocol-scale adoption. The article argues that controlling user relationships and distribution channels now dominates value capture, commoditizing underlying infrastructure. While tokens may evolve to better align with application-layer economics, the current market demands clearer, direct links between usage, revenue, and token value.

比推25m ago

Hyperliquid: Is ‘$150 HYPE by July 2026’ a realistic target?

Hyperliquid (HYPE) has experienced a strong bullish breakout, with its price rising 4.75% to $30.30 and trading volume increase of 14.5% to $207.95 million, indicating growing trader interest. A bold prediction by former BitMEX CEO Arthur Hayes suggests HYPE could reach $150 by July 2026, sparking widespread discussion. Technical analysis shows HYPE breaking out of a descending triangle pattern, with potential to rise 20% to $36 if it holds above the $29 support level. A drop below $28 could trigger a sell-off. The ADX indicates weak trend strength, while the RSI suggests room for further upward movement. Derivatives data reveals strong bullish sentiment, with $14.49 million in long positions versus $4.70 million in short bets. Additionally, Hyperliquid's DEX volume and revenue have significantly increased since mid-February 2026, reflecting heightened user activity and supporting positive near-term momentum.

ambcrypto33m ago

From 'Punishment' to 'Acceptance': SEC's 2% Discount Tears Open Compliance Gap for Stablecoins

This article discusses a significant policy shift by the U.S. SEC regarding the capital treatment of payment stablecoins held by broker-dealers. On February 19, the SEC’s Division of Trading and Markets issued new guidance allowing broker-dealers to apply a 2% discount—rather than a punitive 100% haircut—to certain stablecoin holdings when calculating net capital requirements. This change aligns stablecoins with money market funds and other low-risk assets, making it financially viable for regulated entities to hold and use them. The move is seen as a major step toward integrating digital assets into mainstream finance. It follows the passage of the GENIUS Act in July 2025, which established a federal regulatory framework for payment stablecoins. The SEC’s guidance is designed to bridge the gap between existing rules and the new law, enabling broker-dealers to use stablecoins for settlement, trading, and tokenized securities without excessive capital penalties. The author highlights that this shift is part of a broader effort by the SEC to move away from enforcement-heavy regulation under former Chair Gary Gensler and toward a more structured, inclusive approach. The change is expected to encourage more institutional participation, improve liquidity, and support the use of stablecoins in cross-border payments and financial inclusion. However, challenges remain, including ongoing tensions between federal and state regulators and pending legislation to clarify the classification of digital assets. The 2% discount symbolizes a meaningful step toward recognizing stablecoins as legitimate financial tools within the U.S. regulatory system.

比推1h ago

Ozak AI ROI Projections Stretch From 180× to Over 850× by 2027, While Most Large-Cap Coins Struggle to Break 10×

The article highlights the significant ROI potential of the early-stage AI token Ozak AI, projecting growth from 180x to over 850x by 2027, while contrasting it with large-cap cryptocurrencies like Bitcoin and Ethereum, which struggle to achieve 10x returns. Currently in its 7th presale phase priced at $0.014, Ozak AI has already raised over $6.14 million and gained 1300% since its initial launch. Its value proposition is built on advanced AI technology that merges AI and blockchain for predictive analytics, featuring models like Temporal Fusion Transformer and a Multi-Agent AI system. A recent partnership with Openledger further strengthens its ecosystem by enhancing data quality and on-chain AI tools. The ROI calculations illustrate that a $1,000 investment at the current price could yield up to $850,000 if the token reaches $11.90 by 2027. Analysts attribute this potential to its low market cap, strong presale momentum, and technological foundation.

TheNewsCrypto1h ago

Crypto search interest hits 2022 lows – Is market demand drying up?

ambcrypto1h ago