2026-06-07 Domingo

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Bankless Founder Sells Off ETH, Collective Collapse of Ethereum Faith

Ethereum faces a "crisis of faith" as David Hoffman, co-founder of the prominent pro-Ethereum media outlet Bankless, announces he has sold all his ETH. This move, coupled with reports of major layoffs at Bankless, signals a potential retreat of Ethereum's staunchest supporters. Hoffman and co-founder Ryan Sean Adams confirm Bankless is entering a "second era," with Adams stepping back and Hoffman exploring new frontiers. Hoffman sharply criticizes the Ethereum Foundation, stating that ETH's poor price performance cannot be separated from its leadership. He has a history of public dissatisfaction, citing the Foundation's failure to drive market growth and its "endless manifestos." His frustration coincides with ETH/BTC hitting multi-month lows and a significant exodus of senior researchers and executives from the Ethereum Foundation, partly attributed to controversial "loyalty oaths." The article contrasts Ethereum's current predicament—with its Layer-2 narrative discredited and ecosystem stagnant—against what should have been a highlight year in 2026 amid tokenization trends. While a previous surge to near $5,000 was driven by corporate buybacks (DAT热潮), ETH has since fallen over 50%. The core question remains: with fading faith and intense competition, what is Ethereum's next solution? Hoffman's divestment symbolizes a growing disconnect between the community and the ecosystem's direction.

Odaily星球日报05/21 11:09

Bankless Founder Sells Off ETH, Collective Collapse of Ethereum Faith

Odaily星球日报05/21 11:09

a16z Invests Heavily with $356 Million in HYPE, Surpassing Paradigm to Become the Largest External Holder

On May 21st, HYPE surged past $59, reaching a new high since September 2025, with a market cap nearing $150 billion. Analysts attribute the rally to a short squeeze and significant ETF inflows. The launch of two U.S. spot ETFs for Hyperliquid has driven substantial capital, with their inflows at times surpassing those of Bitcoin and Ethereum ETFs. Major institutions are actively accumulating HYPE. Venture firm a16z has become the largest external holder with a $356 million position, surpassing Paradigm. Other firms like Goldman Sachs, Grayscale, and Galaxy Digital have also made large purchases, with Goldman reportedly selling portions of its XRP, ETH, and BTC holdings to buy HYPE. Bitwise CIO Matt Hougan calls HYPE one of the most "mispriced" assets, arguing its valuation should reflect Hyperliquid's broader platform beyond just a perpetual DEX token. The protocol generates substantial real revenue, using 97% of fees to buy back and burn HYPE. Its expansion into RWA commodities and prediction markets has driven user growth and transaction volume, now commanding about 70% of the on-chain perpetual DEX market. However, this rapid growth faces challenges. Traditional exchanges CME and ICE are pressuring the CFTC to regulate Hyperliquid, citing concerns over its impact on global commodity benchmarks. Concurrently, some major market makers have withdrawn significant liquidity from the platform. With HYPE up over 125% year-to-date, operational risks are rising. Large holders are reportedly hedging with sizable short positions. The regulatory outlook from the CFTC remains a key uncertainty, adding another layer to the ongoing battle over the future of on-chain finance.

链捕手05/21 11:08

a16z Invests Heavily with $356 Million in HYPE, Surpassing Paradigm to Become the Largest External Holder

链捕手05/21 11:08

OSL Strengthens Asia’s Digital Asset Ecosystem With Listing of State-Supervised Gold-Backed Stablecoin USDKG

OSL Group, a licensed global digital asset platform, has listed the gold-backed stablecoin USDKG on its Hong Kong exchange, OSL HK. Issued by a state-owned entity under the Kyrgyz Republic's Ministry of Finance, USDKG is pegged 1:1 to the U.S. Dollar and fully backed by physical gold reserves. The listing provides professional investors access to the token via an OTC USDKG/USDT trading pair on OSL's regulated platform. This move aims to strengthen Asia's compliant digital asset ecosystem and expand USDKG's use in cross-border settlements. OSL officials highlighted the listing as a step toward offering regulated, innovative assets, while USDKG's issuer emphasized alignment with Hong Kong's high regulatory standards. USDKG, audited by Kreston Global and deployed on Ethereum and TRON, is also available on decentralized exchanges and major wallets, complying with FATF standards.

TheNewsCrypto05/21 11:05

OSL Strengthens Asia’s Digital Asset Ecosystem With Listing of State-Supervised Gold-Backed Stablecoin USDKG

TheNewsCrypto05/21 11:05

Silicon Valley AI Landscape Shifts: Karpathy Jumps Ship, Musk Steps In, Son Left Holding the Fort

Silicon Valley's AI landscape is shifting as key talent moves and financial pressures mount. Andrej Karpathy, a prominent AI researcher and former OpenAI co-founder, has announced he is joining competitor Anthropic full-time. His departure highlights a talent drain at OpenAI, where most of the original founders have now left. Karpathy, known for his engineering work at Tesla, is expected to help Anthropic develop more efficient model training methods using its Claude AI, challenging OpenAI's current compute-intensive approach. The move coincides with diverging financial paths for the two AI giants. Anthropic is reportedly on track to post its first quarterly profit with $10.9B in sales, while OpenAI, despite a massive $852B valuation and a recent $122B funding round led by SoftBank's Masayoshi Son, faces significant compute costs and potential heavy losses as it pushes for a rapid IPO. Son has invested over $60B in OpenAI, a concentrated bet that has drawn internal criticism over its risk, reminiscent of SoftBank's past losses on WeWork. Elon Musk, an OpenAI co-founder turned rival, is also influencing the dynamic. After losing a lawsuit against OpenAI, Musk's SpaceX leased its massive "Colossus 1" computing center, equipped with over 220,000 Nvidia GPUs, to Anthropic in a deal worth $40-45B. This provides Anthropic with crucial computational resources while pressuring OpenAI. The developments signal a consolidation where only well-capitalized players can compete in foundation model training. The focus is shifting from pure research to commercial viability, cost-efficient engineering, and strategic resource allocation, with companies like Anthropic finding success by focusing on profitable enterprise applications like code generation.

marsbit05/21 11:04

Silicon Valley AI Landscape Shifts: Karpathy Jumps Ship, Musk Steps In, Son Left Holding the Fort

marsbit05/21 11:04

In-Depth Research Report on U.S. Crypto Equity Market in 2026 — Opportunities, Risks, and Portfolio Allocation Framework

Since the U.S. Securities and Exchange Commission (SEC) historically approved spot Bitcoin ETFs in January 2024, the U.S. crypto investment landscape has undergone a profound maturation process. In 2026, investors can participate in the crypto market through four primary channels: spot ETFs, crypto-related public equities (including miners and treasury companies), leveraged and inverse ETFs, and blockchain-themed funds. As of March 30, 2026, U.S. spot Bitcoin ETFs collectively held approximately 1.29 million BTC, representing roughly $86.9 billion in assets under management (AUM), while spot Ethereum ETFs reached approximately $18 billion in AUM. Notably, the rise of the Ethereum treasury company model is reshaping the logic of institutional participation. Exemplified by Bitmine Immersion Technologies (BMNR), these firms generate native on-chain yield annually through ETH staking, creating a fundamentally different business resilience model compared with traditional Bitcoin treasury companies. On the regulatory front, the 2025 GENIUS Act established the first federal stablecoin framework in the United States. The U.S. Strategic Bitcoin Reserve has been officially established, banks have been authorized to provide crypto custody services, and major compliance bottlenecks have been definitively removed. Nevertheless, the high volatility of leveraged ETFs, the balance-sheet risks embedded in treasury-company financing structures, and the slashing risk of staked assets continue to pose investment obstacles that cannot be overlooked. For investors seeking exposure to this sector, building a tiered portfolio comprising core holdings, sector beta exposure, and high-risk tactical position may be the most viable path of participation.

HTX Learn05/21 10:36

In-Depth Research Report on U.S. Crypto Equity Market in 2026 — Opportunities, Risks, and Portfolio Allocation Framework

HTX Learn05/21 10:36

Viewpoint: After Surviving the Death Cycle, Why Has Privacy Pioneer Zcash Returned to the Mainstream Spotlight?

Zcash, the pioneering privacy-focused cryptocurrency built with zero-knowledge proof (ZK) technology, is re-emerging as a major narrative. Having survived a "death cycle" and proven its resilient community, Zcash is now positioned at a unique convergence of factors driving renewed institutional and retail interest. Key catalysts include the increasing institutionalization of crypto (e.g., BlackRock's ETF), which creates a "Trojan horse" for privacy adoption through Zcash's transparent mode. The rise of AI-powered on-chain surveillance makes financial privacy a critical necessity, not just for niche users but for mainstream wealth preservation against overreach. ZK technology has finally matured to enable practical, user-friendly private transactions, a core advantage over older "obfuscation" methods like Monero's ring signatures. Zcash’s narrative as "private Bitcoin"—a fork with the same 2100M cap and PoW—is simple and powerful. It competes in the store-of-value arena, offering cryptographic privacy as a fundamental human right. Its development roadmap is robust, featuring a soon-to-be-complete quantum resistance upgrade for its shielded pool, faster block times, and improved wallet support (e.g., from Ledger). With backing from major funds and a growing developer ecosystem, Zcash is seen as leading the crucial reintegration of privacy into the crypto landscape, fulfilling the original cypherpunk vision.

marsbit05/21 10:28

Viewpoint: After Surviving the Death Cycle, Why Has Privacy Pioneer Zcash Returned to the Mainstream Spotlight?

marsbit05/21 10:28

OSL Strengthens Asia’s Digital Asset Ecosystem with Listing of State-Supervised Gold-Backed Stablecoin USDKG

OSL Group, a global stablecoin payment and trading platform, announced that its Hong Kong-licensed exchange OSL HK has listed USDKG, a gold-backed stablecoin issued by the Kyrgyz Republic. This move introduces a state-supervised, asset-backed digital currency to Hong Kong's regulated virtual asset market. USDKG is pegged 1:1 to the U.S. Dollar and fully backed by physical gold reserves held by a Kyrgyz state-owned entity. It is now available to professional investors on OSL HK's platform via the USDKG/USDT trading pair. The listing aims to expand USDKG's reach through regulated channels for use in cross-border settlements and financial applications. OSL executives stated the listing enriches their product offerings and strengthens their compliant stablecoin ecosystem. USDKG's CEO highlighted the partnership with OSL as a milestone, emphasizing Hong Kong's strong regulatory standards and their shared focus on transparency and institutional-grade infrastructure. USDKG is deployed on Ethereum and TRON, audited by ConsenSys Diligence, and compliant with FATF standards. The listing positions Kyrgyzstan as a regional leader in regulated, asset-backed digital currencies.

TheNewsCrypto05/21 10:25

OSL Strengthens Asia’s Digital Asset Ecosystem with Listing of State-Supervised Gold-Backed Stablecoin USDKG

TheNewsCrypto05/21 10:25

Google's AI Chief is Actually the Secret Backer of Anthropic, Hassabis Quietly Controls the Global AI Ecosystem

A bombshell report reveals that Demis Hassabis, the head of Google AI and DeepMind founder, was an early, secret investor in Anthropic, Google's arch-rival in the AI race. This discovery unveils a vast, interconnected empire—dubbed the "DeepMind Mafia"—where Hassabis's capital and influence extend through numerous top AI startups like Inflection AI and Ineffable Intelligence, which have collectively raised over $14 billion. Despite the public rivalry between Google's Gemini and Anthropic's Claude, Hassabis personally funded Anthropic at its inception, a stake now astronomically valuable given the company's reported $900 billion valuation. Furthermore, a close, mentor-like relationship exists between Hassabis and Anthropic CEO Dario Amodei. Concurrently, Hassabis has consolidated power within Google. Following the 2023 merger of Google Brain and DeepMind into Google DeepMind, his loyalists have assumed key leadership roles across Google's AI and cloud divisions. However, Hassabis continues to operate his power base from London, not Silicon Valley. The report paints a picture of Hassabis as a master strategist, quietly orchestrating the global AI ecosystem through a web of personal investments, former protégés, and internal corporate control, ensuring his influence prevails regardless of which public-facing company wins in the market.

marsbit05/21 09:35

Google's AI Chief is Actually the Secret Backer of Anthropic, Hassabis Quietly Controls the Global AI Ecosystem

marsbit05/21 09:35

Conversation with Glassnode Analyst: Bitcoin Bull Market Has Restarted, Current Market Still in 'Sell on Rally' Phase

Bitcoin analyst Checkmate believes the cryptocurrency market is now in a bull phase following a likely capitulation event in June, with an 80% probability the $60,000 low marked the bottom. However, he expects a prolonged consolidation period, similar to past cycles. Key resistance levels are identified at $78,000 (short-term cost basis), $85,000 (a critical supply zone and 200-day moving average), and $95,000. Sustained price appreciation requires consistent capital inflows, with institutions expected to enter more aggressively if Bitcoin surpasses $100,000. The discussion extends to macroeconomics, where rising global bond yields signal a loss of trust in government fiscal management. Checkmate argues this reflects a broader monetary regime change, where Bitcoin and gold will serve as primary stores of value outside the traditional system, while fiat currencies like the USD act as mediums of exchange. Finally, Checkmate criticizes proposed Australian capital gains tax reforms, calling them a "wealth grab." The plan to replace a 50% discount for assets held over a year with inflation indexing based on low CPI rates would drastically increase effective tax rates, punishing savers and investors trying to overcome the country's severe housing affordability crisis. He urges public opposition to prevent such policies from spreading globally.

marsbit05/21 09:26

Conversation with Glassnode Analyst: Bitcoin Bull Market Has Restarted, Current Market Still in 'Sell on Rally' Phase

marsbit05/21 09:26

After Polymarket and Kalshi, Are There Any Dark Horses Left in the Prediction Market?

The prediction market, once a niche crypto experiment, has evolved into a mainstream financial and information market, moving beyond a sole reliance on political events. The 2024 US election showcased platforms like Polymarket and Kalshi, but sustained post-election volume from sports, tech, and economics proved long-term demand. By 2026, a duopoly controls ~97.5% of volume: Polymarket leverages on-chain trading, USDC settlement, and media integrations, while Kalshi uses CFTC compliance to access mainstream finance via partners like Robinhood. New challengers are emerging in specific niches: short-cycle trading (@trylimitless), media-native markets (@MyriadMarkets), social platform integration (@kash_bot), and infrastructure layers (@azuroprotocol, @theclearingco). Key 2026 drivers include AI agents executing over 30% of on-chain trades, media platforms embedding odds as engaging content, and sports becoming the dominant sustained vertical. Core challenges remain: contested volume metrics, state-level regulatory friction classifying markets as gambling, and token airdrop speculation inflating activity. The future lies not with generic clones, but with platforms possessing deep vertical focus, clear distribution advantages, and viable regulatory or on-chain liquidity strategies.

marsbit05/21 09:14

After Polymarket and Kalshi, Are There Any Dark Horses Left in the Prediction Market?

marsbit05/21 09:14

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