2026-08-10 Segunda

Notícias de cripto - Página 423

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.

Ethereum Foundation Researcher: Quantum Day Is Approaching, Plans to Complete Quantum-Resistant Migration by 2029

Ethereum Foundation researcher Justin Drake discusses the implications of a recent quantum computing breakthrough by Google’s quantum AI team, which demonstrated a 10x efficiency improvement in Shor’s algorithm against the secp256k1 elliptic curve used in Bitcoin and Ethereum. Notably, Google kept key algorithmic details confidential, using zero-knowledge proofs to verify the result without disclosure—a first in academia. Shortly after, the core optimization was independently reproduced, and an open-source competition (ecdsa.fail) emerged, further improving the algorithm by 8.4%. Meanwhile, startup Oratomic published research suggesting that neutral-atom quantum architectures could break secp256k1 with only 10,000 physical qubits, accelerating the timeline for "Q-Day"—the day quantum computers can break widely used cryptography. Drake estimates a 50% probability of Q-Day by 2032 and a 10% chance by 2030, contrasting with the U.S. government’s more conservative 2035 forecast. He warns against panic but stresses timely migration to post-quantum cryptography. Ethereum plans to complete its migration by 2029, covering consensus, data, and execution layers with hash-based systems. The Foundation is also developing leanVM, a formally verifiable zkVM, and has launched two $1 million initiatives to advance SNARK-friendly cryptography.

foresightnews_api06/05 04:07

Ethereum Foundation Researcher: Quantum Day Is Approaching, Plans to Complete Quantum-Resistant Migration by 2029

foresightnews_api06/05 04:07

Peter Todd Warns Zcash Tech Is Too Risky For Bitcoin Privacy Push

Bitcoin developer Peter Todd opposes integrating Zcash-style privacy features into Bitcoin's consensus layer, arguing the cryptographic risk is too high. His comments followed a disclosed issue in Zcash's Orchard shielded pool, sparking a debate on privacy, auditability, and Bitcoin's resistance to change (ossification). Todd distinguishes Bitcoin's transparent ledger, where bugs like the 2010 overflow were visible and reversible, from shielded systems where privacy could hide counterfeit coins or supply destruction, making detection and rollbacks difficult. While critics noted Bitcoin's own history of bugs, Todd countered that these didn't pose the same existential risk. He emphasized that with a significant portion of ZEC already shielded, a hidden bug could devastate user holdings without easy recovery. The discussion highlights the trade-off between advanced privacy and systemic risk in a base protocol.

bitcoinist06/05 03:01

Peter Todd Warns Zcash Tech Is Too Risky For Bitcoin Privacy Push

bitcoinist06/05 03:01

Bitcoin HODLer Pain Surpasses FTX Crash Levels As BTC Drawdown Deepens

Bitcoin long-term holders (those holding coins for over 155 days) are experiencing significant losses, with 5.3 million BTC currently held at an unrealized loss. This level surpasses the peak seen during the 2022 FTX crash bear market and is the highest since the COVID-19 crash in March 2020. The sharp increase follows recent price declines, with Bitcoin trading around $64,000, down over 13% in a week. Historically, such extreme readings in long-term holder loss supply have often coincided with market lows and potential trend reversals. The analyst suggests the high level of underwater supply indicates the market's adjustment process is still ongoing.

bitcoinist06/05 03:01

Bitcoin HODLer Pain Surpasses FTX Crash Levels As BTC Drawdown Deepens

bitcoinist06/05 03:01

Fed Officials: The Current Choice Is Between Patience and Interest Rate Hikes; Inflation Is Top Economic Risk, AI Not Impactful Currently

Fed officials sent hawkish signals on inflation and interest rates. Key officials emphasized that the central bank's current choice is between maintaining patience and considering rate hikes to combat stubbornly high inflation, which they identified as the top economic risk. Kansas City Fed President Jeffrey Schmid explicitly placed rate hikes on the table, while San Francisco Fed President Mary Daly stated policy is in a good place but the Fed is prepared to move in "either direction," cautioning that forward guidance could be misleading amid high uncertainty. Market pricing now reflects a significant chance of a rate increase this year. Regarding AI, officials noted it is currently neither raising nor lowering inflation and has not yet delivered widespread productivity gains at a macroeconomic level. While AI could become a disinflationary force over a five-to-ten-year horizon, it is not an immediate factor for near-term monetary policy decisions. The next FOMC meeting in June is widely expected to leave rates unchanged. Officials also observed that the labor market appears balanced and is showing signs of stabilizing.

marsbit06/05 02:48

Fed Officials: The Current Choice Is Between Patience and Interest Rate Hikes; Inflation Is Top Economic Risk, AI Not Impactful Currently

marsbit06/05 02:48

UBS: The Crowdedness of A-Share Tech Stocks Is Far From Reaching Historical Peaks

UBS: A-share tech stocks still far from peak crowding levels A-shares' technology sector has seen a strong rebound, with trading activity hitting record highs, raising concerns about market crowding. However, UBS Securities argues that a key indicator of institutional positioning suggests the current crowding level remains well below historical peaks. While the large-cap tech sector's share of total A-share trading volume and market capitalization have reached historical highs, the overweight ratio of domestic mutual funds in this sector stood at 9.9% in Q1 2026. This is down from 11.6% in Q3 2025 and significantly lower than the historical peak of 14.1% in Q4 2015. It also pales in comparison to the historical peak overweight of 18.7% for the consumer sector. UBS notes that typical cycles from a low to a peak in fund overweighting last about three years, and the current outperformance of the tech/growth style has lasted less than two years since the policy pivot in September 2024. UBS expects A-share earnings recovery to accelerate, providing fundamental support. It forecasts 2026 A-share profit growth to rise to 11% from 3.9% in 2025. Non-financial A-share profits grew 11.8% YoY in Q1 2026, with gross and net profit margins at their highest since 2023. Persistent fund inflows, the expansion of thematic ETFs, and a recovery in private fund issuance are supporting market liquidity. In tactical allocation, UBS favors growth and cyclical styles under its "slow bull" base case, with overweight ratings on six sectors: Electronics (benefiting from semiconductor inventory recovery and AI innovation), Communications (driven by AI computing demand), Machinery (aided by domestic capex recovery), Non-ferrous Metals (due to rising copper/aluminum prices), Chemicals (supported by anti-involution policies), and Electrical Equipment (driven by policy support and AI data center power demand).

marsbit06/05 02:48

UBS: The Crowdedness of A-Share Tech Stocks Is Far From Reaching Historical Peaks

marsbit06/05 02:48

If You’re Waiting For The Bitcoin Bottom, This Pundit Says You Should Be Looking At This Quarter

Bitcoin is currently testing the $60,000 support level, with market sentiment in "extreme fear." Crypto analyst Ardi points to a historical pattern where Bitcoin has bottomed in the fourth quarter during previous bear market cycles (e.g., November 2014, December 2018, November 2022). Given that it's only the second quarter of 2026, this suggests the current correction may not yet be over. The current correction is 245 days old, shorter than previous cycles. Other analysts like Benjamin Cowen, Ali Martinez, and CryptoQuant also align on a late 2026 bottom (around October-December), citing cycle durations and technical indicators. BTC is currently trading near $63,000, down over 6% in 24 hours and at risk of breaking below $60,000 due to ongoing ETF outflows.

bitcoinist06/05 02:01

If You’re Waiting For The Bitcoin Bottom, This Pundit Says You Should Be Looking At This Quarter

bitcoinist06/05 02:01

Should You Buy SpaceX Stock at $1.7 Trillion? Here's What the Market Is Worried About

SpaceX is preparing for a massive IPO aiming to raise around $75 billion at a valuation of approximately $1.75 trillion. While its achievements in reusable rockets and the profitable Starlink satellite internet service are clear, the market is concerned about the aggressive valuation. Key issues include: the current $1.75 trillion valuation, which is about 94 times 2025 revenue, seems to price in not just existing businesses but also unproven future ventures like AI infrastructure and orbital data centers. Financially, while Starlink is profitable, the AI division, bolstered by the acquisition of xAI, is incurring massive losses and consuming the majority of capital expenditures. This acquisition also introduced complex related-party financing arrangements and debt onto SpaceX's balance sheet. Furthermore, corporate governance poses a challenge. SpaceX's dual-class share structure ensures founder Elon Musk retains absolute control, limiting ordinary shareholders' influence over high-risk, long-term strategic decisions. The future success of ambitious projects like the Starship rocket—critical for lowering costs and enabling new services—remains a significant variable for the valuation. In summary, the market's apprehension (FUD) centers not on doubting SpaceX's past technological triumphs but on questioning how much premium public investors should pay for a future that combines proven profits with highly speculative and capital-intensive new ventures, all under a governance structure that offers limited shareholder oversight.

marsbit06/05 01:51

Should You Buy SpaceX Stock at $1.7 Trillion? Here's What the Market Is Worried About

marsbit06/05 01:51

Breaking the DeFi Cascading Liquidation Curse: Vitalik Proposes a New Solution

Vitalik Buterin has proposed a new DeFi design to eliminate the automatic liquidation mechanism that causes market instability during sharp downturns. The current system, used by protocols like Aave, triggers forced sales when collateral value falls below a threshold, often exacerbating price drops and creating systemic selling pressure. Buterin's alternative model is based on splitting an asset like ETH into two synthetic option-like tokens, P and N, pegged to a price index. Their combined value always equals one ETH. Instead of sudden liquidation, a position's value gradually drifts from its target peg if the market moves. Users must proactively rebalance their holdings to maintain their desired exposure, transferring the management burden from the protocol to the user or automated tools. A key advantage is the reduced reliance on real-time oracles. Pricing decisions are deferred until contract expiry, allowing for more robust, fault-tolerant oracle designs. This removes a clear liquidation threshold that speculators can target for manipulation or MEV extraction. However, significant challenges remain. Frequent rebalancing could incur high slippage and transaction costs, necessitating new liquidity provider models. The design is better suited for hedging instruments than for stablecoins requiring a rigid 1:1 peg. While not an immediate replacement for existing systems, the proposal challenges the foundational assumption that instantaneous forced liquidation is an unavoidable necessity in DeFi, opening the door for fundamentally different risk management architectures.

marsbit06/05 01:47

Breaking the DeFi Cascading Liquidation Curse: Vitalik Proposes a New Solution

marsbit06/05 01:47

The End of Single-Factor Cryptography

The article "The End of Single-Factor Crypto" posits a fundamental shift in the cryptocurrency ecosystem. It argues the era where crypto asset valuations were predominantly driven by, and correlated with, Bitcoin's price is ending. The space is bifurcating into two distinct economies: endogenous and exogenous. The endogenous economy represents traditional crypto, where token and project values are directly tied to crypto market prices. The emerging exogenous economy comprises projects and businesses that may utilize blockchain technology or tokens but derive their fundamental value from external, non-crypto factors like consumer demand, subscription revenue, or real-world utility. Examples include AI inference platforms like Venice, fintech lenders using blockchain for efficiency, and stablecoin/payment infrastructure companies acquired by giants like Mastercard and Stripe. This shift means investment analysis must change. For exogenous assets, evaluating traditional business fundamentals—such as revenue streams, unit economics, and competitive moats—becomes more critical than tracking Bitcoin charts. While endogenous assets like Bitcoin remain relevant, the growth of the exogenous category is driven by measurable demand independent of crypto price cycles, paving the way for a new, more diversified market phase. Consequently, crypto is evolving from a single-factor, reflexive asset class into a multifaceted ecosystem with varied drivers and investment theses.

marsbit06/05 01:46

The End of Single-Factor Cryptography

marsbit06/05 01:46

Morning Post | Bitmine Plans to Raise $300 Million Through Preferred Stock Issuance; Polymarket Accuses Kalshi of Commercial Espionage

ChainCatcher's Daily Crypto Brief: Key developments from the past 24 hours include significant funding moves, regulatory actions, and market predictions. Bitmine announced a $300 million preferred stock fundraising. Polymarket accused rival prediction platform Kalshi of corporate espionage, citing numerous suspicious coincidences in product launches, a claim Kalshi strongly denied. The U.S. Department of Justice, in a joint "Disruption Week" anti-fraud operation with companies like Coinbase and Meta, froze over $3.8 million in cryptocurrency linked to scams. In infrastructure news, Macau completed its integration with the multi-central bank digital currency bridge, mBridge, aiming to build efficient cross-border payment channels. Cosmos Labs acquired the block explorer Mintscan. Market-wise, Geoffrey Kendrick, Standard Chartered's Head of Digital Assets Research, stated Bitcoin is nearing a bottom around $63,000, maintaining a year-end target of $100,000. He noted stability in U.S. spot Bitcoin ETF holdings. Ahead of SpaceX's anticipated IPO, internal insiders at Rocket Lab (RKLB) sold over $18.41 million in stock. In tokenization, Goldman Sachs partnered with Apex and Archax to launch a tokenized real estate fund. The meme token tracker GMGN reported the top trending tokens: on Ethereum, HEX, SHIB, LINK, PEPE, mUSD; on Solana, TROLL, swarms, WORLDCUP, neet, Buttcoin; and on Base, PEPE, toby, ODDS, ELSA, SKI.

链捕手06/05 01:32

Morning Post | Bitmine Plans to Raise $300 Million Through Preferred Stock Issuance; Polymarket Accuses Kalshi of Commercial Espionage

链捕手06/05 01:32

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