2026-08-03 Segunda

Notícias de cripto - Página 154

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.

8000 BTC Hard to Sustain Stock Price, Can Reverse Stock Split Save American Bitcoin?

American Bitcoin Corp., a company tied to Eric Trump, faces a paradox: its Bitcoin holdings have grown to 8,000 BTC, yet its stock price remains under severe pressure. To maintain its Nasdaq listing, the company executed a 1-for-15 reverse stock split, which raises the per-share price but does not change overall market valuation. The company's strategy combines mining operations—producing BTC at a reported cost of $36,200—with treasury accumulation. While this allows for below-market asset acquisition, fundamental challenges persist. Q1 2026 results showed a net loss of $81.8 million and significant digital asset impairment losses of $117.2 million, despite mining revenue. The reverse split carries risks: it may not attract new investors, could be viewed negatively by the market, and might reduce liquidity. Furthermore, the company's unchanged authorized share capital leaves room for future equity issuance, creating dilution concerns for current shareholders. The core question for investors is whether owning the stock offers superior value compared to holding Bitcoin directly. The company's test will be proving its mining-based, low-cost accumulation model can sustainably grow per-share Bitcoin holdings without excessive dilution. Its performance is a case study for the crypto treasury sector, where asset growth alone may not support valuation if market confidence falters.

Foresight News07/13 08:23

8000 BTC Hard to Sustain Stock Price, Can Reverse Stock Split Save American Bitcoin?

Foresight News07/13 08:23

Wall Street bets on Bitcoin – Will BTC survive this week’s inflation test?

This week's June CPI inflation data release is crucial for crypto markets, setting the near-term tone. Rising rate hike expectations indicate the market is bracing for sticky inflation and a hawkish Fed. A hotter-than-expected CPI print could trigger a risk-off move, similar to Bitcoin's 20% drop in June following May's high inflation. However, Wall Street accumulation continues, with Morgan Stanley and spot Bitcoin ETFs adding significant funds, suggesting institutional demand may help Bitcoin weather potential macro pressure and hold its July recovery. The outcome hinges on whether CPI data reignites a sell-off or if strong buying support sustains BTC's uptrend.

ambcrypto07/13 08:02

Wall Street bets on Bitcoin – Will BTC survive this week’s inflation test?

ambcrypto07/13 08:02

Hackers use SpaceXAI, Starlink X accounts to pump SCATMAN: Token crashes 98%

On July 13th, hackers compromised the verified X accounts of SpaceXAI and Starlink to fraudulently promote the SCATMAN memecoin. The tweets, one gaining over 72,000 views quickly, misled users into believing the token was legitimate, generating significant buying pressure. Prior to the campaign, the attacker had minted 10 trillion SCATMAN tokens. After the price briefly approached a $2 million market cap, the attacker dumped their holdings for 73.7 ETH (approximately $135,000), causing liquidity to vanish and the token's value to crash by 98%. This incident highlights how compromised high-profile accounts can exploit online trust to create exit liquidity for crypto scams.

ambcrypto07/13 07:31

Hackers use SpaceXAI, Starlink X accounts to pump SCATMAN: Token crashes 98%

ambcrypto07/13 07:31

Tokenized Equity Is Unbundling Venture Capital's One-Stop-Shop Financing Business

Tokenized Equity Splits VC's One-Stop Financing Business The article explores how tokenizing company shares on the blockchain fundamentally reshapes the venture capital model. Traditionally, a VC's term sheet is a bundled service providing capital, valuation, curation/signaling, network access, governance, and implied follow-on funding. Tokenized equity, where shares are natively issued and registered on-chain, enables the unbundling of these services. Securitize exemplified this by listing on the NYSE while simultaneously issuing its native stock tokens on Solana and Avalanche. This creates continuous liquidity and price discovery, allowing startups to source services separately. Market-based platforms can handle funding and valuation; specialized service providers manage cap tables, token vesting, and programmable governance; and key individuals or smaller funds can offer brand credibility and network access. While this unbundling commoditizes transactional and administrative functions, core VC value persists in areas resistant to digitization: deep value judgment, strategic guidance, and using personal reputation to attract talent, customers, and future investors. Just as record labels survived by focusing on A&R (artist discovery) after music distribution was digitized, VCs will evolve to specialize in the nuanced, human-centric aspects of startup building. Founders gain the freedom to choose which services to source from the market versus which to obtain from trusted partners, fundamentally changing early-stage decision-making.

Foresight News07/13 07:17

Tokenized Equity Is Unbundling Venture Capital's One-Stop-Shop Financing Business

Foresight News07/13 07:17

Lawson Launches Japan’s First POS-Integrated JPYC Stablecoin Payment Trial

Japanese convenience store chain Lawson will launch Japan's first trial of a stablecoin payment system directly integrated with retail point-of-sale (POS) machines in early August. The pilot will take place at a single store in Tokyo, using the JPYC stablecoin, which is pegged to the Japanese yen. Payments will be processed through the HashPort digital wallet platform. Customers will pay by displaying a barcode from a compatible wallet, which store staff will scan as usual; HashPort will then update the JPYC balance based on the transaction. The trial aims to assess whether the system can improve checkout efficiency. Transaction data will be recorded alongside regular sales. JPYC, launched in 2025 and backed by yen deposits and Japanese government bonds, has previously been accepted by some restaurants and clinics, initially with no transaction fees. This initiative is part of broader developments in Japan's regulated stablecoin ecosystem. Major banks plan to introduce yen-based stablecoin services in 2026, following official blockchain trials. The market has also expanded to include approved foreign issuers, such as the Ripple-SBI USD stablecoin launched in 2026. Lawson's test demonstrates the growing application of stablecoins beyond finance into everyday retail payments.

TheNewsCrypto07/13 07:12

Lawson Launches Japan’s First POS-Integrated JPYC Stablecoin Payment Trial

TheNewsCrypto07/13 07:12

The Success of Robinhood Chain Proves Ethereum Is Not Dead

The article argues that Robinhood's decision to build its own dedicated blockchain, Robinhood Chain, as an Ethereum Layer 2 (L2) using Arbitrum technology is a powerful endorsement of Ethereum's L1+L2 model, not a rejection of it. This move reflects a broader shift in the crypto industry from projects focused on token monetization to real-world businesses building cash-generating operations. Historically, many crypto projects chose infrastructure to support token sales and speculative value. In contrast, businesses like Robinhood and Coinbase (with Base) choose infrastructure based on commercial needs: security, liquidity, customer reach, and control. Ethereum's model provides a trusted, neutral, and liquid global settlement layer (L1) coupled with customizable, high-performance execution environments (L2s). This allows companies to maintain control and specialization without the cost and risk of building an independent L1 from scratch. The author contends that as more traditional enterprises enter the space to build sustainable businesses, they will rationally select Ethereum's L1 for maximum security and liquidity and its L2s for scalability and customization. This trend strengthens Ethereum's network effects and the utility of ETH as the native gas and asset within this expanding ecosystem. Robinhood's choice is thus seen as a landmark example of pragmatic business strategy aligning with Ethereum's architectural strengths.

marsbit07/13 06:39

The Success of Robinhood Chain Proves Ethereum Is Not Dead

marsbit07/13 06:39

South Korean Broker's 'Below-Expectations' Forecast Triggers 12% Plunge in SK Hynix, Putting Pressure on Entire Storage Sector

South Korean brokerage KIS released a forecast for SK Hynix's Q2 2026 earnings, predicting operating profit of 60.4 trillion won, up 556% year-over-year. However, this figure was about 8% below the market consensus of 65 trillion won. The shortfall was attributed to SK Hynix's high proportion of HBM (High Bandwidth Memory) revenue. HBM is typically sold under long-term agreements (LTAs) with fixed prices, which limited the company's average selling price (ASP) growth compared to the soaring spot market prices for standard DRAM and NAND. KIS emphasized this was a methodological adjustment to include LTA pricing, not a fundamental deterioration, and maintained its buy rating and 3.8 million won target price. Nevertheless, the report triggered a sharp market sell-off. SK Hynix's stock plunged over 12%, falling below 2 million won and extending its pullback from recent highs. The sell-off spread to related assets: leveraged ETFs tracking SK Hynix and Samsung Electronics fell sharply in Hong Kong, and A-share memory stocks also declined. Analysts note the incident highlights market sensitivity to earnings misses versus high expectations. However, KIS argues the long-term investment thesis remains intact, with the industry shift toward LTAs potentially leading to more stable, sustained profitability rather than volatile quarter-to-quarter ASP gains.

链捕手07/13 06:32

South Korean Broker's 'Below-Expectations' Forecast Triggers 12% Plunge in SK Hynix, Putting Pressure on Entire Storage Sector

链捕手07/13 06:32

Is the MicroStrategy Model Failing? Imitator Holding 30,000 Bitcoins Sees Pre-IPO Investors Backing Out

"The 'Bitcoin Treasury' model is facing a critical test. BSTR Holdings, a company founded by Adam Back and holding 30,021 Bitcoin, has called off its planned merger with SPAC Cantor Equity Partners I. The deal, which would have taken it public, fell apart as the attached private investment (PIPE) financing collapsed. This failure highlights a core vulnerability of the 'Bitcoin accumulation company' strategy popularized by MicroStrategy. The model relies on a key metric: mNAV, or the premium of a company's stock market value over the value of its Bitcoin holdings. This premium fuels a cycle where companies issue shares at a premium, use the cash to buy more Bitcoin, and theoretically increase the Bitcoin per share for investors. However, with Bitcoin's price down roughly 49% from its late-2024 peak, this premium has evaporated across the sector. Companies like American Bitcoin and Metaplanet are also under severe pressure. For BSTR, the lack of premium meant investors were unwilling to fund the original deal structure at the proposed terms. The companies are now renegotiating. The next SEC filing detailing any new agreement will be a crucial indicator. It will show if the model can be repriced for a low-premium environment by preserving Bitcoin holdings and investor commitments, or if it requires significantly diluting shareholders and scaling back ambitions. The outcome is a public stress test for the entire 'Bitcoin treasury' investment thesis."

marsbit07/13 06:09

Is the MicroStrategy Model Failing? Imitator Holding 30,000 Bitcoins Sees Pre-IPO Investors Backing Out

marsbit07/13 06:09

Want Another Bull Market? Bitcoin Needs Trillions in Fresh Capital Inflow

Title: Want Another Bull Run? Bitcoin Needs Trillions in New Capital Bitcoin has fallen 50% from its October 2025 high of $126k, now trading near $63,000. Recent on-chain reports reveal structural differences in this downturn compared to past cycles, extending beyond simple price charts. A key issue is declining capital efficiency. CryptoQuant analysis shows the capital required for price appreciation has surged dramatically. In 2011, $27 billion in net inflows drove a 55,436% gain. From 2018-2021, $36.5 billion fueled a ~2000% rise. This cycle, $69.7 billion in realized cap growth has yielded only a 689% increase. Today, an estimated $101 billion is needed to double the price, versus just $5 million in 2011. The report concludes that triggering a major bull run now likely requires over $1 trillion in new institutional capital, positioning Bitcoin as a core global asset class rather than relying on retail ETF flows. Meanwhile, supply is tightening. K33 Research notes long-term holder supply has hit a record 79% of circulating coins. Dormant bitcoin moving after 2+ years is at its lowest since 2012. Alphractal data confirms this trend, with ~830k BTC recently moving to long-term storage. This scarcity of tradable supply can amplify price moves from any new buying pressure but doesn't guarantee capital inflow. Profitability metrics signal a potential bottom. CryptoQuant's Net Realized Profit/Loss ratio has dropped to -0.35, a 43-month low matching levels seen during the 2022 FTX crash. Historically, such extremes preceded major bull markets in 2015 and 2019. The current price is only 16% above the network's realized price; historically, this has led to average gains of 41% in six months and 81% in one year. Bitcoin is testing key support near $60,000, with analysts noting a potential W-bottom pattern forming. Macro headwinds persist. U.S. spot Bitcoin ETFs saw record monthly outflows of over $4.5 billion in June. Uncertainty around Federal Reserve policy under a potential new chair and mixed economic data add pressure. While European institutional infrastructure is slowly developing (e.g., German banks offering BTC services), this is a demand factor, not an immediate liquidity catalyst. In summary, the market shows signs of bottoming: sell-side pressure is largely exhausted, supply is scarce, and metrics are at historical extremes. However, for a significant bull run akin to past cycles, unprecedented institutional capital—likely exceeding $1 trillion—is required to overcome the new reality of drastically lower capital efficiency. The decisive variable of massive new institutional inflows remains absent.

Foresight News07/13 06:06

Want Another Bull Market? Bitcoin Needs Trillions in Fresh Capital Inflow

Foresight News07/13 06:06

USDT usage at 35% in 2026 – What’s the key factor driving investors to stablecoins?

Investor preference for stability over risk is driving increased usage of stablecoins, with Tether [USDT] projected to reach 35.1% usage by July 2026, up from 29.0% in 2021. This growth is fueled by their expanding real-world utility, particularly in cross-border payments and corporate treasury operations. Major payment firms like Visa, Mastercard, PayPal, and Stripe are integrating stablecoins into their infrastructure, supporting a surge in daily active addresses and a total market value nearing $312 billion. While institutional investors continue to favor stablecoins for efficient transactions over speculative assets like Bitcoin or Ethereum, the growing corporate adoption for practical settlement and payment use cases is strengthening blockchain's long-term foundation beyond mere cost savings.

ambcrypto07/13 05:02

USDT usage at 35% in 2026 – What’s the key factor driving investors to stablecoins?

ambcrypto07/13 05:02

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