2026-06-18 Quinta

Notícias de cripto - Página 474

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.

SpaceX Holds Nasdaq at the Negotiating Table, Hyperliquid Has Already Flipped the Table

Summary: The article examines the shifting power dynamics in global capital markets, driven by the rise of private funding and decentralized finance (DeFi). It begins by contrasting the 1971 launch of Nasdaq's electronic system with the current landscape, where companies like SpaceX can demand unprecedented concessions—such as accelerated inclusion in major indices—as a condition for their public listing. This reflects a fundamental change: massive private capital from funds like SoftBank's Vision Fund now allows firms like Revolut ($75B valuation) and Stripe ($159B valuation) to delay or de-prioritize IPOs, as they no longer rely on public markets for primary funding. However, public listing remains crucial for employee liquidity and VC exits. A new, critical motivator is the immense, stable capital from passive index funds. With passive assets now exceeding active management in the U.S., inclusion in indices like the Nasdaq 100 guarantees perpetual, non-discretionary buying pressure. SpaceX's negotiation for fast-track index inclusion highlights this strategic leverage. Simultaneously, traditional exchanges face disruption from DeFi. The piece cites Hyperliquid, a decentralized exchange with 2025 volumes (~$3T) double that of Coinbase. Its growth in tokenized traditional assets (e.g., S&P 500 perpetual contracts) and 24/7 trading attracts professional traders, eroding the monopolies of institutions like NYSE and Nasdaq. In response, NYSE's parent ICE is investing in crypto platforms (e.g., OKX, Polymarket), acknowledging that future competition may come from DeFi protocols, not just rival exchanges. The conclusion is that the market structure is layering: old systems adapt (Nasdaq changing rules, ICE investing in crypto) while new, decentralized infrastructures grow, creating a future where the most powerful companies may not need to "knock on the door" of traditional exchanges at all.

marsbit03/19 04:40

SpaceX Holds Nasdaq at the Negotiating Table, Hyperliquid Has Already Flipped the Table

marsbit03/19 04:40

Bitcoin’s rally stalls as short-term holders cash out 48K BTC – Details

Bitcoin's recent price rally is encountering significant resistance near the $84,000 level, hindered by substantial profit-taking from short-term holders (STHs). Over 48,000 BTC in profits were sent to exchanges in a single day, marking a yearly high and creating repeated selling pressure during price rallies. This reflects a lack of full trader conviction in the current market strength, with many opting to secure gains quickly amid global uncertainty and limited risk appetite. However, new capital is entering the market, providing a counterbalance. Billions of dollars have flowed back into crypto through positive ETF flows, DeFi inflows, and stablecoin activity, indicating returning liquidity and early signs of confidence. The key focus is now on the Bull Market Support Band, a critical technical level. Bitcoin has faced two rejections already and is approaching a third test. If it struggles again at resistance, this level could act as a short-term ceiling. The next price move will likely depend on whether this new incoming capital can overpower the ongoing profit-taking pressure.

ambcrypto03/19 04:02

Bitcoin’s rally stalls as short-term holders cash out 48K BTC – Details

ambcrypto03/19 04:02

‘No special deals’: LayerZero CEO denies ties to whale with 2.6% of ZRO

An unknown whale has accumulated 2.6% of LayerZero’s ZRO token supply, worth $47.5 million, across 9 wallets funded via Coinbase Prime. The buying spree began shortly after the Zero chain announcement, leading to speculation of insider involvement. However, LayerZero CEO Bryan Pellegrino denied any knowledge of the investor and emphasized that the project offers "no special deals or discounts" to institutions. ZRO’s price recently surged 60% to a key resistance level of $2.5, which has historically been a sell zone. Over 34 million ZRO were previously acquired at this price, creating potential selling pressure. Despite this, on-chain data indicates holders continue to accumulate rather than sell. A break above $2.5 could push ZRO toward $3.3, while a rejection may lead to a retest of support near $1.5.

ambcrypto03/19 04:02

‘No special deals’: LayerZero CEO denies ties to whale with 2.6% of ZRO

ambcrypto03/19 04:02

Mastercard Spent $1.8 Billion on a Stablecoin Insurance Policy

Mastercard has acquired London-based stablecoin infrastructure firm BVNK for up to $1.8 billion, marking the largest acquisition in the stablecoin sector to date. The move comes amid growing threats to Mastercard’s core business: cross-border transactions, which account for 37% of its revenue. Stablecoins enable faster, cheaper international settlements—often under 1% in fees compared to 3–6% for traditional systems—posing a long-term risk to card networks' profitability. BVNK facilitates conversions between fiat and on-chain stablecoins, handling $30 billion in annual transaction volume across 130 countries. Mastercard aims to integrate BVNK’s technology to offer seamless stablecoin settlements, checkout options, and currency conversions while maintaining front-end card usability. The acquisition reflects a broader trend of traditional financial giants like Visa, Stripe, and PayPal embracing stablecoins to avoid disruption. Regulatory clarity, such as the U.S. GENIUS Act, has enabled established players to absorb innovative startups rather than compete with them. Ultimately, Mastercard’s investment ensures it remains the closest layer to the user in the evolving payments landscape—where proximity to consumers guarantees dominance.

marsbit03/19 03:37

Mastercard Spent $1.8 Billion on a Stablecoin Insurance Policy

marsbit03/19 03:37

Sharplink’s 15,464 ETH staking milestone sparks fresh debates: Details

Sharplink has reached a significant milestone by earning 15,464 ETH (approximately $36 million) in staking rewards since launching its Ethereum treasury strategy. Unlike simply holding ETH, the firm stakes nearly all its 868,699 ETH to generate yield, creating a compounding effect. This approach differs from Bitmine, which holds a much larger amount of ETH (3.81% of total supply) but focuses on market presence rather than yield generation. The strategy has drawn criticism from some community members who argue that Sharplink is using staking to recover losses rather than attract new capital. Despite this, SharpLink’s stock has risen over 25% in the past month. Meanwhile, Ethereum’s price has seen mixed movement, with strong institutional demand through ETF inflows but conflicting on-chain signals. Ultimately, Sharplink’s model emphasizes reward accumulation over pure price appreciation, though some view it as a short-term recovery tactic rather than sustainable growth.

ambcrypto03/19 03:03

Sharplink’s 15,464 ETH staking milestone sparks fresh debates: Details

ambcrypto03/19 03:03

Bitcoin Short-Term Holders Dump 48K BTC In Profit As Price Tests $75K

Bitcoin is testing the key resistance level of $75,000 amid growing bullish momentum, but on-chain data reveals significant profit-taking by short-term holders (STHs). According to a CryptoQuant report, STHs sold over 48,000 BTC in profit in a single day as the asset approached this threshold, marking a yearly high in profit-realization activity. This behavior reflects continued caution among near-term investors, who are using price rallies as exit opportunities rather than holding for further gains. While demand is returning, persistent selling pressure at key resistance levels may slow upward momentum and delay a sustained breakout. The market remains in a balance between new buying interest and opportunistic profit-taking.

bitcoinist03/19 02:56

Bitcoin Short-Term Holders Dump 48K BTC In Profit As Price Tests $75K

bitcoinist03/19 02:56

Crypto's First Reverse Equity Stake in Hong Kong Stock: The New Capital Model Experiment Behind Pharos' $1 Billion Valuation

Crypto Project Pharos Pioneers Reverse Equity Deal with Hong Kong-Listed Company GCLNE at $1 Billion Valuation In a landmark move, the crypto project Pharos has entered a novel capital partnership with Hong Kong-listed GCL New Energy (0451.HK), valuing Pharos at nearly $1 billion. The deal represents a significant innovation in crypto financing, structured as a conditional, performance-based agreement rather than a simple investment. The core of the deal is a two-way, conditional capital injection. GCLNE will invest in Pharos tokens, but the investment is contingent on the performance of the Pharos token post-listing. Simultaneously, Pharos will acquire a stake in GCLNE at a discount. The capital exchanges occur in tranches, with each tranche for both the equity and token portions unlocking only when specific performance milestones for the Pharos token are met. This creates a tightly coupled model where both sides win or lose together based on the token's market success. This structure provides GCLNE, a major Asian solar energy operator, with a risk-controlled entry into the crypto and RWA (Real World Assets) space, offering potential new avenues for capitalizing its physical assets. For Pharos, an institutional-focused Layer 1 blockchain, it delivers a major trust endorsement, a public confidence signal, and a pioneering status as the first crypto project to strategically hold equity in a traditional listed company. The partnership is seen as a natural alignment. GCLNE seeks efficient financial tools to tokenize and monetize its extensive green energy assets, while Pharos aims to be an infrastructure for real-world financial assets. The deal, supported by a Hong Kong Stock Exchange filing, sets a potential precedent for future hybrid capital models between traditional equity and crypto, shifting the industry focus from pure narrative to verifiable performance and兑现力 (fulfillment capability).

marsbit03/19 02:47

Crypto's First Reverse Equity Stake in Hong Kong Stock: The New Capital Model Experiment Behind Pharos' $1 Billion Valuation

marsbit03/19 02:47

Interpretation of the Latest U.S. Crypto Asset Regulatory Policy: A Major Shift from 'Regulation by Enforcement' to 'Providing Clear Rules'

The U.S. SEC and CFTC jointly issued a new policy on March 17, titled "Application of the Federal Securities Laws to Certain Types of Crypto Assets and Certain Transactions Involving Crypto Assets," marking a major shift from regulation by enforcement to a clear, rules-based framework. The 68-page document classifies crypto assets into five categories: Digital Commodities (e.g., BTC, ETH, regulated by CFTC), Digital Collectibles (e.g., NFTs, memecoins, no specific oversight), Digital Tools (e.g., ENS, functional tokens), Stablecoins (exempt from securities registration if compliant with the GENIUS Act), and Digital Securities (regulated by SEC). It refines the Howey Test, emphasizing that an asset is a security only if investors expect profits from others' "essential managerial efforts." The policy also clarifies that non-security assets (like Bitcoin) can be part of an investment contract without becoming securities themselves, and outlines conditions for "de-securitization." Common activities like PoW mining, PoS staking, liquid staking tokens, wrapping, and airdrops are generally not deemed securities if they lack investment contracts or promises of managerial efforts. This framework aims to reduce compliance uncertainty and support innovation while applying functional, substance-over-form regulation.

marsbit03/19 02:34

Interpretation of the Latest U.S. Crypto Asset Regulatory Policy: A Major Shift from 'Regulation by Enforcement' to 'Providing Clear Rules'

marsbit03/19 02:34

After 6 Quarters of Calling for Rate Cuts, Rate Expectations Are Instead Moving Upwards

In September 2024, the Federal Reserve began its rate-cutting cycle, projecting a median federal funds rate of 3.4% by the end of 2025—implying four additional cuts. However, six quarters later, the March SEP (Summary of Economic Projections) reveals a significant shift: the rate now stands at 3.50%-3.75%, 25 basis points higher than initially expected. The median projection for 2026 has also risen from 2.9% to 3.4%. The Fed’s internal consensus has fractured. Out of 19 FOMC participants, seven now expect no rate cuts in 2026, while seven anticipate only one cut. This 7:7 split reflects a fundamental disagreement over the direction of monetary policy, moving from debates over the magnitude of cuts to whether cuts should occur at all. Persistent inflation is the core issue. The Fed has consistently revised its PCE inflation forecasts upward over the past six quarters, with the 2026 projection now at 2.7%—up 0.6 percentage points from initial estimates. Core PCE, a key indicator of underlying inflation, was revised up sharply to 2.7%, signaling entrenched price pressures. Despite slightly raising its GDP growth forecast to 2.4% and holding unemployment steady at 4.4%, the Fed’s unchanged median rate projection conflicts with its own rising inflation outlook. Market expectations remain more dovish, pricing in around 50 basis points of cuts, but the Fed’s internal division and consistent underestimation of inflation suggest continued uncertainty. The central bank is effectively chasing reality, with no clear consensus on the path ahead.

marsbit03/19 02:30

After 6 Quarters of Calling for Rate Cuts, Rate Expectations Are Instead Moving Upwards

marsbit03/19 02:30

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