2026-07-31 Sexta

Notícias de cripto - Página 71

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.

Fixed Supply + Institutional Frenzy, After Bitcoin's 50% Plunge, Will It Replicate Gold's 'Explosive' Run from 20 Years Ago?

"Fixed Supply & Institutional Craze: Bitcoin's Potential to Mirror Gold's 'Explosive' Price Rally of Two Decades Ago After a 50% Crash?" Despite a challenging period in 2026 where Bitcoin fell over 50% from its late 2025 peak above $126,000, analysts see potential for a turnaround, drawing parallels to gold's performance after the launch of its ETFs. Bloomberg Intelligence senior ETF analyst Eric Balchunas suggests Bitcoin ETFs could follow a "roadmap" similar to gold ETFs over the past 22 years. Since their 2004 debut, gold ETFs have seen dramatic surges, painful drawdowns, and recoveries, ultimately driving gold's market capitalization near $28 trillion. Both assets are non-yielding stores of value driven purely by investor sentiment. Spot Bitcoin ETFs, launched in early 2024, rapidly became among the fastest-growing ETFs ever, marking Bitcoin's move into mainstream finance. However, this also introduced significant volatility, with concerns about potential large-scale ETF outflows interrupting rebounds. For instance, BlackRock's IBIT, a leading Bitcoin ETF, has sold nearly 100,000 Bitcoin recently to meet redemptions, though it still holds over 733,000. The core parallel lies in fixed supply meeting surging, albeit fickle, institutional demand. Balchunas notes that both gold and Bitcoin experienced explosive price moves when demand concentrated, but such demand often comes in waves. Industry observers believe Bitcoin's "digital gold" narrative, bolstered by halving cycles and growing institutional adoption through ETFs, supports long-term bullish prospects. While the path will be volatile, if Bitcoin captures even a fraction of gold's role as a store of value, its upside potential remains substantial.

marsbit07/21 10:26

Fixed Supply + Institutional Frenzy, After Bitcoin's 50% Plunge, Will It Replicate Gold's 'Explosive' Run from 20 Years Ago?

marsbit07/21 10:26

Starknet Launches Privacy-First Bitcoin strkBTC, Targeting Institutional On-Chain Finance

Starknet introduces strkBTC, a privacy-focused version of Bitcoin designed for institutional on-chain finance. As digital assets face increased scrutiny, two major challenges emerge: the public visibility of all transactions and the looming threat of quantum computing to current cryptographic signatures. Bitcoin, representing over 56% of the crypto market, highlights these issues most clearly. strkBTC, built on Starknet’s STRK20 privacy framework, allows Bitcoin to be used privately on-chain while maintaining compliance. It operates in two modes: a public mode like standard ERC-20 tokens, and a shielded mode that hides balances and transactions from public view. This addresses the need for confidentiality in institutional finance, similar to traditional markets’ private trading venues. A third-party auditor, Financial Privacy Inc, holds view keys for regulatory access when necessary. Additionally, Starknet is positioned ahead in quantum resistance. Its STARK-based proof system relies on hash functions rather than elliptic-curve cryptography, making it less vulnerable to quantum attacks. Starknet’s native account abstraction also allows easier migration to quantum-resistant signatures without protocol-level forks. The team has outlined a roadmap to achieve end-to-end quantum security before “Q-day,” though dependencies on Ethereum’s own migration remain. While strkBTC currently uses a trusted bridge consortium, Starknet plans to transition toward more trustless, Bitcoin-native verification over time. The initiative underscores a shift in on-chain finance beyond yield—prioritizing privacy, compliance, and long-term security for institutional adoption.

marsbit07/21 10:20

Starknet Launches Privacy-First Bitcoin strkBTC, Targeting Institutional On-Chain Finance

marsbit07/21 10:20

Strategy raised $730M in 2 weeks and bought 0 Bitcoin – The market is asking why

Strategy, a company known for its Bitcoin accumulation strategy, has raised $730 million in two weeks but has not purchased any Bitcoin, instead adding $225 million to its cash reserves, bringing its total cash holdings to $3.2 billion. This marks a second consecutive week of no Bitcoin purchases, deviating from its long-standing playbook of raising capital to buy BTC. The market is questioning this strategic shift, speculating whether it's a deliberate pause to strengthen the balance sheet and await better conditions or a forced move due to market constraints. A key factor is Strategy's STRC index, which remains below the critical $100 level, limiting its ability to raise fresh capital for Bitcoin purchases via its ATM program. This pause in Bitcoin accumulation has put both MSTR stock and the STRC index under increased scrutiny, with investors debating if the company is now at the mercy of market conditions.

ambcrypto07/21 10:03

Strategy raised $730M in 2 weeks and bought 0 Bitcoin – The market is asking why

ambcrypto07/21 10:03

Bank of America Quietly Positions: Could $6 Trillion in Bank Deposits Flow into Stablecoins?

Bank of America has quietly made leadership appointments to accelerate its digital asset strategy, sparking discussion about a potential large-scale migration of bank deposits to stablecoins. Reports highlighted the bank naming Sonali Theisen, Kevin Milsom, and Adam Dixon to lead its global digital asset and AI platform, focusing on stablecoins, tokenized deposits, custody, and crypto settlement. This move revived a claim that $6 trillion in bank deposits could flow into stablecoins, a figure originally cited by Bank of America's CEO Brian Moynihan in January. However, he conditioned this shift on stablecoins being allowed to pay interest—a feature not permitted under the current GENIUS Act. The legislation's final rules are delayed, pushing its effective date to January 2027. Major banks are not waiting. JPMorgan and Citigroup are already piloting tokenized deposit services, and a consortium including Bank of America is building a shared tokenized deposit network targeting a 2027 launch. While some, like Pacemakers.io's Alessandro Hatami, remain skeptical of rapid bank collaboration, data shows significant institutional adoption. Stablecoin settlement volume hit $33 trillion in 2025, and analysts project the market could surpass $1 trillion by 2026. Despite a recent dip in crypto prices and stablecoin supply, the institutional push for real-world use cases continues. The race is on for January 2027, when the GENIUS Act takes effect, potentially reshaping the competition between traditional finance and digital assets.

Foresight News07/21 10:01

Bank of America Quietly Positions: Could $6 Trillion in Bank Deposits Flow into Stablecoins?

Foresight News07/21 10:01

US Treasury Secretary Bement Claims: The US Will Soon Control 80% of Global Computing Power

U.S. Treasury Secretary Ben Sent proclaimed that America is poised to control 80% of the world's computing power, positioning compute dominance as a core pillar of U.S. economic strategy. Speaking on the Mike Rowe show, he stated the U.S. currently holds 50-60% of global compute share, with expectations to reach 80% soon. He framed this as a strategic competition the U.S. "cannot afford to lose," warning that a rival's lead would grant "unacceptable" strategic leverage, while asserting a current one-year AI lead. This high-level policy endorsement is seen as a direct boost for AI infrastructure investment, benefiting chipmakers like NVIDIA and cloud providers' capex cycles. Sent positioned AI compute, semiconductors, and quantum computing as three pillars of national economic strength and security. He defended AI's societal impact, citing historical tech shifts, and argued AI empowers small businesses without causing net job loss so far. He highlighted government efforts to deepen public-private AI cybersecurity cooperation. For investors, the statement signals sustained U.S. policy support for AI infrastructure. However, analysts urge caution, noting "compute share" lacks a standard public metric; the 80% figure is a forecast, not audited data. They recommend focusing on tangible indicators like physical capacity expansion and power infrastructure, with future semiconductor and cloud reports providing key verification data.

marsbit07/21 09:50

US Treasury Secretary Bement Claims: The US Will Soon Control 80% of Global Computing Power

marsbit07/21 09:50

Matrixdock Completes Independent Reserve Verification for Two Consecutive Years, Continuously Enhancing Reserve Transparency System

Matrixdock, the RWA tokenization platform under BIT (formerly Matrixport), has completed its fourth consecutive semi-annual independent reserve audit. Conducted by Bureau Veritas, the audit scope was expanded this time to include the tokenized silver product XAGm alongside XAUm (tokenized gold). The verification covered 574 gold and silver bars stored across three institutional vaults. As of the audit date, the holdings comprised 508 gold bars (16,331.184 troy oz) backing 16,331.179 XAUm tokens, and 66 silver bars (65,934 troy oz) backing 65,998.551 XAGm tokens, with the latter applying an ozPerToken conversion factor. The total asset value was approximately $66.09 million for gold and $4.04 million for silver. No discrepancies were found between the physical assets and the platform's records. This marks two years of consistent audits by the same independent firm. Matrixdock highlights this continuous, multi-layered "Reserve Transparency Stack" – which also includes monthly reports and on-chain Proof of Reserves – as key to building long-term trust. The platform views ongoing verifiability of underlying assets as a foundational capability for tokenized assets to evolve within broader financial infrastructure.

marsbit07/21 09:38

Matrixdock Completes Independent Reserve Verification for Two Consecutive Years, Continuously Enhancing Reserve Transparency System

marsbit07/21 09:38

Hyperliquid Opens Prediction Market Deployment: Stake $30 Million HYPE Tokens for Up to 50% Fee Share

Hyperliquid, a decentralized exchange, is opening its prediction market infrastructure to public deployment following its HIP-4 upgrade. To launch a market, deployers must stake 500,000 HYPE tokens (approx. $30M), which can be slashed if validators rule the market was poorly defined or settled incorrectly. In return, creators can earn up to 50% of the market's trading fees. This "skin in the game" model contrasts with curated platforms like Polymarket and Kalshi. The move comes as prediction markets see record volumes, surpassing $50B in June. While Hyperliquid's current share is small ($176M), its permissionless approach could significantly disrupt the sector. The feature will launch first on testnet before moving to mainnet. The article also includes brief market updates: major cryptocurrencies posted weekly gains; prediction markets had a record summer; Bitcoin and Ethereum ETFs saw net inflows; and notable movements occurred in memecoins and NFTs.

marsbit07/21 09:37

Hyperliquid Opens Prediction Market Deployment: Stake $30 Million HYPE Tokens for Up to 50% Fee Share

marsbit07/21 09:37

France Cracks Down Hard on Polymarket, 30 Countries Follow, Forcing EU to Redefine Prediction Markets

French gambling regulator ANJ has ordered nationwide ISP blocking of Polymarket, a crypto-based prediction market platform, escalating a four-year regulatory battle. ANJ classified it as illegal gambling rather than an unlicensed crypto exchange, focusing on consumer harm instead of financial market risks. This distinction carries significant legal implications and may influence other EU regulators. Despite a 2024 ban on financial transactions, Similarweb data showed over 205,000 unique French visitors in June 2026, prompting the site-blocking order. Investigations cite alleged weather data manipulation affecting contracts and a trader ("Fredi9999") suspected of manipulating odds for the 2024 US election. ANJ justifies the ban by highlighting the platform's lack of mandatory consumer protection features like betting limits and self-exclusion tools. Over 30 countries have restricted Polymarket. As the largest EU economy, France's move sets a potential precedent. Its classification conflicts with the EU's MiCA framework, which treats such markets as crypto assets. If adopted EU-wide, this could lead to blanket bans under gambling laws, diverging from the financial regulatory path taken by compliant platforms like US-based Kalshi. The effectiveness of France's block and the outcome of related legal cases will be closely watched by other EU members.

Foresight News07/21 09:31

France Cracks Down Hard on Polymarket, 30 Countries Follow, Forcing EU to Redefine Prediction Markets

Foresight News07/21 09:31

OpenAI's Darkest Hour: Revenue Could Be Slashed by 70%, How Long Can Its $100 Billion Valuation Hold?

OpenAI faces a severe crisis, with its 2030 revenue potentially slashing 70% and a projected cash flow loss of $165 billion. A disastrous week included an Apple lawsuit alleging intellectual property theft, an S&P downgrade of Oracle citing OpenAI as a "key credit risk," and the start of an AI price war. Chinese open-source models like DeepSeek now capture nearly 50% of enterprise token usage on OpenRouter, pressuring U.S. firms to cut prices drastically—Meta and OpenAI have released models 75-80% cheaper. Combined with weak ChatGPT ad revenue projections and potential hardware business shutdown from the Apple suit, OpenAI's financial future is in jeopardy. CEO Sam Altman's vague reassurances did little to calm investors. Meanwhile, the article argues the broader market is not diversifying but is increasingly a concentrated bet on AI, impacting sectors from utilities and industrials to real estate and finance. In separate news, Netflix reported disappointing Q2 results with slowing engagement growth, leading to a stock drop and reduced reporting transparency.

链捕手07/21 09:28

OpenAI's Darkest Hour: Revenue Could Be Slashed by 70%, How Long Can Its $100 Billion Valuation Hold?

链捕手07/21 09:28

Grayscale files for a Worldcoin ETF as WLD jumps 8% – What’s next?

Grayscale has filed an S-1 form with the SEC to launch a Worldcoin (WLD) ETF, planning to list it on Nasdaq under the ticker "GWLD." The fund is structured as a Delaware statutory trust designed to hold WLD tokens, offering indirect price exposure. The announcement coincided with an 8% surge in WLD's price. The filing clarifies the ETF is not a regulated commodity pool, with custody handled by BitGo and administrative roles assigned to BNY Mellon and CSC Delaware Trust Company. Grayscale's other ETFs showed mixed flows recently, with Bitcoin ETF inflows not significantly impacting prices.

ambcrypto07/21 09:17

Grayscale files for a Worldcoin ETF as WLD jumps 8% – What’s next?

ambcrypto07/21 09:17

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