2026-08-02 Domingo

Notícias de cripto - Página 110

Mantenha-se a par do mercado de cripto. Notícias em tempo real, análises, preços, histórias em alta e análise de especialistas — tudo num só lugar.

Support Rate Less Than 1%, BIP-110 Still Pushes Bitcoin Towards a Soft Fork?

Title: BIP-110 Pushes Bitcoin Towards a Soft Fork Despite Less Than 1% Approval With its August mandatory activation window approaching, the controversial BIP-110 proposal is back in the spotlight. Proposed in December 2025 by Dathon Ohm and supported by Bitcoin Core developer Luke Dashjr, BIP-110 aims to impose a one-year limit on arbitrary/non-monetary data in Bitcoin transactions, primarily targeting large data storage like Ordinals and Bitcoin NFTs, to reduce network "spam" and refocus Bitcoin on its monetary function. However, the proposal faces overwhelming opposition. To activate, BIP-110 requires a 55% threshold, yet current miner support is below 1%. Of the 102,674 network nodes, only 14.64% (15,035) signal readiness to enforce it. Despite this lack of consensus, BIP-110 has a contentious "mandatory window" mechanism: if the threshold isn't met by block height 961,632, supporting nodes will begin rejecting non-compliant blocks from height 961,632 to 963,647, attempting to force activation by block 965,664. This could lead to a chain split in early August between a minority chain enforcing BIP-110 and the main chain. Proponents, led by Luke Dashjr (founder of Ocean mining pool), argue that inscriptions constitute an "attack" on Bitcoin, congesting block space and raising transaction fees, thereby undermining Bitcoin's primary use as money. They view BIP-110 not as a change but as a reversal of a harmful change. Opponents, including figures like Adam Back, Jameson Lopp, and Michael Saylor, contend that BIP-110 fails to solve the spam problem while creating new risks. They warn it could stifle future innovation (e.g., impacting BitVM), introduce transaction censorship—eroding Bitcoin's neutrality—and potentially cause a damaging chain split that fragments developer resources, hash power, and monetary consensus. They argue market-based fee pressure and block size limits already manage congestion effectively. Potential outcomes post-activation include: 1) The BIP-110 chain stalling due to insufficient hash power; 2) The BIP-110 chain becoming the longest chain if it gains majority miner support (though currently, Ocean holds only 2.6% of hash power vs. opponents like F2Pool at 13.6%); or 3) A persistent minority chain that remains economically unviable, potentially leading to a permanent fork. Most analysts and prediction markets deem BIP-110's success unlikely, with one market giving only a 10% probability that it will become the accepted longest chain by September 2026.

marsbit07/17 10:27

Support Rate Less Than 1%, BIP-110 Still Pushes Bitcoin Towards a Soft Fork?

marsbit07/17 10:27

Mining Stocks Are Moving Further Away from Crypto

Title: Mining Stocks Are Drifting Away from Crypto Summary: Despite Bitcoin (BTC) falling approximately 46% over the past year, leading Bitcoin mining stocks (e.g., HUT, WULF, IREN) have surged significantly. This divergence stems from a fundamental shift in how the market values these companies. Their stock prices are no longer tied primarily to crypto prices, mining output, or hash rates. Instead, investors are now pricing them as AI infrastructure plays. Mining companies possess critical assets for AI data centers: pre-permitted land, grid-connected power capacity, and operational expertise for high-load facilities—resources facing severe shortages and long lead times for new entrants. For example, CleanSpark signed a 20-year, ~$6.6 billion infrastructure lease for an AI data center, while Marathon Digital acquired a project with up to 2 GW of planned power capacity. Analysts note a strong correlation between a mining company's market valuation and its contracted or potential AI power capacity in North America. CoinShares predicts that by year-end, up to 70% of revenue for listed miners could come from AI/HPC, compared to about 30% at the start of 2026. However, this re-rating introduces new risks: 1) Valuation volatility linked to the broader AI/semiconductor sector, 2) Potentially low baseline return rates (estimated at 4-5% for some firms), and 3) Execution risks including massive financing needs, regulatory permits, and tenant quality. This strategic pivot is also changing miner behavior. They are selling BTC holdings more aggressively to fund AI capex, meaning selling pressure may persist regardless of Bitcoin's price. Furthermore, once power and sites are locked into long-term AI contracts, they are unlikely to return to Bitcoin mining, potentially altering the network's hash rate dynamics long-term. In essence, mining firms are being valued for what they are becoming—AI infrastructure providers—rather than pure-play crypto miners.

链捕手07/17 10:20

Mining Stocks Are Moving Further Away from Crypto

链捕手07/17 10:20

With Less Than 1% Support, Will BIP-110 Still Force a Bitcoin Soft Fork?

**English Summary:** Despite garnering minimal support (less than 1% from miners and around 14.6% of nodes), the controversial BIP-110 proposal is poised to enter its "forced activation" window in early August. Proposed in December 2025 by Dathon Ohm and backed by Bitcoin Core developer Luke Dashjr, BIP-110 aims to temporarily restrict non-monetary data (like Ordinals and Bitcoin NFTs) in transactions for one year to reduce network "spam" and refocus Bitcoin on its monetary function. The proposal's contentious mechanism means that supporting nodes will enforce the new rules starting at block height 965,664 (late August/early September), even without reaching the 55% activation threshold. This will likely cause a chain split between nodes enforcing BIP-110 and the main chain. **Supporters**, led by Luke Dashjr and his Ocean mining pool, view BIP-110 as a necessary correction to stop what they consider an "attack" on Bitcoin—the use of block space for data storage, which they argue drives up transaction fees and burdens nodes. They believe the stricter BIP-110 chain could eventually become the longest chain. **Opponents**, including figures like Adam Back, Jameson Lopp, and Michael Saylor, argue that BIP-110 fails to solve core issues while creating new risks. Their concerns include stifling future innovation (e.g., hindering BitVM), compromising Bitcoin's censorship-resistant and decentralized ethos, introducing potential chain-split uncertainties like double-spend risks, and fracturing the ecosystem's resources and consensus. They maintain the proposal addresses a cultural problem with a flawed technical solution and are confident it will fail economically. Potential outcomes post-activation range from the BIP-110 chain stalling due to insufficient miner support, to a sustained minority chain that struggles to attract economic activity, potentially leading to a permanent hard fork—an outcome Luke Dashjr currently opposes. Most analysts and prediction markets assign a low probability (around 10%) to BIP-110 successfully becoming the dominant Bitcoin chain.

Odaily星球日报07/17 10:10

With Less Than 1% Support, Will BIP-110 Still Force a Bitcoin Soft Fork?

Odaily星球日报07/17 10:10

CLARITY Act Delays Have Become a Compliance Crisis, Not Just a Political Impasse

A year after the passage of three landmark digital asset bills in the U.S. House of Representatives, two have become law, while the critical CLARITY Act remains stalled in the Senate. This bill, which would definitively classify digital assets as either securities (SEC-regulated) or commodities (CFTC-regulated), has evolved from a political issue into a pressing compliance deadline for businesses. The ongoing delay perpetuates significant regulatory uncertainty, forcing companies to navigate a "regulation by enforcement" landscape that complicates governance, risk management, and strategic planning. With the Senate's legislative window rapidly closing before the August recess, the failure to pass the CLARITY Act could postpone comprehensive market structure legislation for years. Major sticking points in the Senate include ethical concerns over officials' crypto holdings, law enforcement opposition to certain liability shields, potential loopholes in stablecoin regulations, and vacancies at the key regulatory agencies (SEC and CFTC). This impasse stands in contrast to other jurisdictions, like South Africa, which are advancing with clear regulatory frameworks. Regardless of the legislative outcome, compliance leaders are urged to proactively audit their digital asset exposures, document their compliance rationale, and prepare contingency plans for both regulatory scenarios. The clarity promised by Congress remains incomplete, and businesses must prepare for either outcome.

marsbit07/17 10:10

CLARITY Act Delays Have Become a Compliance Crisis, Not Just a Political Impasse

marsbit07/17 10:10

Can KAITO sustain its 13% rally before $14.9mln token unlock?

The KAITO token surged over 13% in 24 hours, extending its weekly gains beyond 25%. This rally was supported by significant market activity, with Open Interest (OI) hitting a yearly high of $70.88 million and daily trading volume soaring above $47 million. The price broke out of its previous consolidation range, confirming a bullish structure, but is now encountering resistance between $0.80 and $0.85. A key test for the rally's sustainability is an upcoming token unlock in three days, which will release 17.60 million KAITO tokens (worth approximately $14.93 million) into circulation, potentially creating selling pressure. While strong capital inflows and buying activity currently support the uptrend, the market's direction will depend on whether demand can absorb the increased supply.

ambcrypto07/17 10:02

Can KAITO sustain its 13% rally before $14.9mln token unlock?

ambcrypto07/17 10:02

Trump’s Teleprompter Operator Investigated for Insider Trading, "Whistleblower" Turns Out to Be Prediction Platform Kalshi

According to reports from CNBC and ABC, a longtime teleprompter operator for President Trump, Gabriel Perez, is under federal investigation for allegedly using insider information to place bets on the prediction market platform Kalshi. Perez, who had handled Trump's speeches since 2016, is suspected of trading on over a dozen upcoming presidential addresses, including the State of the Union, based on his advance knowledge of speech content. Kalshi's monitoring systems flagged the atypical trading patterns in March, leading to his account being frozen and the case being referred to the Commodity Futures Trading Commission (CFTC). Perez reportedly profited over $90,000, though most funds are held by the platform. He is now in settlement talks with the CFTC and has been placed on unpaid leave by the White House. This incident is part of a broader pattern of insider trading on prediction markets. Similar cases involve a congressional candidate betting against his own attendance, military personnel using classified information, and a Google engineer trading on internal data. The growing liquidity of these markets, with some contracts seeing over $150,000 in volume, creates incentives for abuse. In response, platforms like Kalshi are enhancing monitoring, requiring occupational disclosures, and cooperating with regulators. The CFTC and the Justice Department are pursuing civil and criminal actions, while the White House has issued memos explicitly barring staff from such trading.

Foresight News07/17 10:01

Trump’s Teleprompter Operator Investigated for Insider Trading, "Whistleblower" Turns Out to Be Prediction Platform Kalshi

Foresight News07/17 10:01

CLARITY Act Delays Have Become a Compliance Crisis, Not Just a Political Stalemate

The article discusses the ongoing delay in the US Senate regarding the CLARITY Act, a bill intended to clarify the regulatory status of digital assets as either securities under the SEC or commodities under the CFTC. A year after the House passed it, this inaction is creating a concrete governance, risk, and compliance crisis for businesses, moving beyond mere political gridlock. While related bills for stablecoins and CBDC prohibitions have become law, the comprehensive CLARITY Act remains stalled. The delay creates profound uncertainty for companies on fundamental rules for exchanges, custodians, and all market participants. Without clear congressional action, regulatory classification depends on shifting enforcement actions and presidential administrations, making stable compliance impossible. The Senate's window for action is narrowing, with key votes needed before the August recess. Several major issues are blocking passage, including ethical concerns over crypto holdings by officials, law enforcement opposition to certain provisions, perceived loopholes for stablecoin rewards, and regulatory agency vacancies at the SEC and CFTC. Bipartisan support is fragile. Further delay risks postponing the legislation until 2030, perpetuating a costly "regulation by enforcement" environment. In contrast, passage would provide a durable regulatory framework. Regardless of the outcome, compliance leaders are urged to immediately map their digital asset exposures, prepare governance materials for both scenarios, and stress-test their arrangements. The article concludes that while the Senate's action is uncertain, corporate preparedness is not.

Foresight News07/17 09:31

CLARITY Act Delays Have Become a Compliance Crisis, Not Just a Political Stalemate

Foresight News07/17 09:31

UK Jails Fake Police Crypto Gang as Authorities Tighten Digital Asset Rules

UK authorities have jailed a criminal gang who impersonated police officers to steal over £4 million in cryptocurrency from eight victims. Anthony Ikenwe, Kevin Nwamma, and Hamza Bashir used cold calls and fake police websites to trick victims into handing over account details, then laundered the money through prepaid shopping cards. The fraudsters funded a lavish lifestyle with the stolen funds, purchasing a £60,000 car and storing £500,000 in a Dubai safety deposit box. Their extensive travel to luxury destinations and high-end shopping led to an investigation by the Metropolitan Police Cryptocurrency Team, culminating in raids across London and Essex in November 2025. Ikenwe and Nwamma received minimum 11-year sentences, while Bashir received a lesser term after admitting guilt. This high-profile case is serving as a catalyst for stricter UK digital asset regulations, with authorities pushing for tougher exchange registration rules and enhanced tracing powers to combat the endemic use of crypto in organized crime. The investigation underscored that blockchain technology leaves a traceable digital footprint, aiding law enforcement.

TheNewsCrypto07/17 09:30

UK Jails Fake Police Crypto Gang as Authorities Tighten Digital Asset Rules

TheNewsCrypto07/17 09:30

The 'Big Short' Burry: Now is an Excellent Time to Bottom-Fish in Hong Kong Stocks

The article discusses growing optimism towards Hong Kong stocks, led by prominent investor Michael Burry of "The Big Short" fame. Burry recently stated it is an "excellent time" to find cheap stocks in the Hong Kong market. His bullish view is based on the prediction that as the global AI chip stock frenzy cools, capital will flow out of markets like South Korea and Japan and seek undervalued opportunities, positioning Hong Kong as a potential beneficiary. Supporting this view, Goldman Sachs' Asia equity capital markets head, Wang Yajun, argues the Hong Kong market has already entered the AI era, but major indices have not yet reflected this reality. He points to active AI-related IPOs and transactions as evidence of underlying market vitality, contrasting with the weak performance of key indices like the Hang Seng. Data highlights Hong Kong's underperformance: the Hang Seng Index is down about 7% year-to-date, while markets in South Korea and Japan and semiconductor ETFs have seen significant gains. This disparity is seen by Burry and others as creating a valuation gap and a potential buying opportunity. The article notes Burry has acted on his view by increasing holdings in Chinese e-commerce firm JD.com. Morgan Stanley has also recently advocated buying Hong Kong stocks, citing positive corporate earnings expectations. However, challenges remain, including persistent concerns over Chinese consumer spending and e-commerce profitability, which continue to weigh on the market. The divergence between weak index performance and strong activity in specific sectors like AI presents both opportunity and complexity for investors looking to capitalize on Hong Kong's potential turnaround.

marsbit07/17 09:02

The 'Big Short' Burry: Now is an Excellent Time to Bottom-Fish in Hong Kong Stocks

marsbit07/17 09:02

The Big Short's Burry: Now is the Perfect Time to Bottom-Fish in Hong Kong Stocks

Michael Burry, the investor famous for predicting the 2008 financial crisis, recently stated on X that now is an "excellent time" to look for cheap stocks in the Hong Kong market. His bullish view is based on the expectation that the global AI chip stock frenzy will cool, leading funds to flow out of Korea, Japan, and semiconductor ETFs and into undervalued areas like Hong Kong. He has already acted by increasing his stake in JD.com. Hong Kong stocks have significantly underperformed global peers this year, with the Hang Seng Index down about 7% and the Hang Seng Tech Index falling over 15%. This contrasts sharply with major gains in Korean, Japanese, and semiconductor markets. Burry sees this disparity as creating a bargain-hunting opportunity. Adding another perspective, Goldman Sachs' Asia equity capital markets head, Wang Yajun, argues that while the Hong Kong market has already entered the AI era with active related IPOs and trading, its major indices have not yet reflected this reality due to structural lag. He expects record equity fundraising this year, driven by more AI company listings. Morgan Stanley has also recently advocated buying Hong Kong stocks, citing optimistic corporate earnings prospects. However, challenges remain, including concerns over China's consumer recovery and e-commerce profitability. The key for investors is navigating the overall index pressure while identifying specific structural opportunities highlighted by these bullish narratives.

链捕手07/17 08:57

The Big Short's Burry: Now is the Perfect Time to Bottom-Fish in Hong Kong Stocks

链捕手07/17 08:57

活动图片

Categorias popularesright-arrow

Etiquetas Popularesright-arrow