2026-06-09 Вторник

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Lagarde Says ECB Needs Tokenised Money, Not Crypto Stablecoins

ECB President Christine Lagarde argues Europe should not respond to dominant US dollar stablecoins by creating its own euro-denominated versions. Instead, she advocates for building tokenised financial infrastructure based on central bank money. Lagarde acknowledges stablecoins' growth and role in crypto settlement and cross-border payments, but identifies key risks: financial stability vulnerabilities, as shown by USDC's depegging during the Silicon Valley Bank collapse, and potential disruption to monetary policy transmission in the euro area. She contends that promoting private euro stablecoins under MiCAR would offer limited benefits for the euro's international role while introducing material trade-offs. A more effective path to strengthening the euro involves deeper capital market integration and developing a safe asset base. Lagarde is constructive on the transformative potential of DLT-based market infrastructure for Europe's fragmented financial system. The ECB's strategy focuses on public solutions like the Pontes project for wholesale settlement in central bank money and the Appia roadmap for an interoperable tokenised ecosystem by 2028. The goal is to harness innovation's benefits without replicating fragile instruments from elsewhere.

bitcoinist05/08 21:30

Lagarde Says ECB Needs Tokenised Money, Not Crypto Stablecoins

bitcoinist05/08 21:30

XRP Network Sees Steep Pullback In New User Activity From Its 2024 High

XRP's network activity has significantly cooled in May, with a sharp decline in new user adoption. According to Glassnode data, daily new wallet addresses have plummeted by over 85%, falling from a peak of 18,000 in December 2024 to around 2,700. This drop indicates waning retail investor interest, which previously fueled the network's growth. Concurrently, monthly active supply has also decreased, suggesting the speculative wave from late 2024 has largely unwound. While market sentiment has shifted, causing a broader pullback, XRP's price decline appears driven more by a lack of buyers than by strong selling pressure. Notably, significant long futures positions are being accumulated at current levels, potentially capping price upside despite emerging buying interest.

bitcoinist05/08 21:02

XRP Network Sees Steep Pullback In New User Activity From Its 2024 High

bitcoinist05/08 21:02

This Russell Signal Has Predicted Every Bitcoin Bull Market And It Just Got Triggered Again

Crypto analyst Bull Theory highlights a signal from the Russell 2000 index that has historically preceded every major Bitcoin bull market. The index has reportedly broken out after its longest consolidation period in over 20 years (64 months), a pattern seen before the bull runs of 2012, 2016, and 2020. The analyst explains this breakout signals increasing market liquidity and risk appetite, as capital flows to risk-on assets like crypto. This view is supported by a rising ISM Manufacturing PMI, another liquidity indicator. While noting past performance doesn't guarantee future results, the analyst suggests the setup for a powerful new Bitcoin bull market is present. Separately, Bitmine's Tom Lee suggests the bear market is over if Bitcoin closes above $76,000 for a third consecutive month—a pattern not seen in prior bear markets. Bitcoin is currently trading around $79,600, having closed March and April positively, though some analysts warn of a potential bull trap and further decline.

bitcoinist05/08 19:35

This Russell Signal Has Predicted Every Bitcoin Bull Market And It Just Got Triggered Again

bitcoinist05/08 19:35

JPMorgan: Saylor’s Strategy Could Buy $30 Billion In Bitcoin This Year

JPMorgan analysts estimate that Michael Saylor's MicroStrategy could purchase around $30 billion worth of Bitcoin in 2026 if its current acquisition pace continues, a significant acceleration from previous years. This follows the company's addition of 145,834 BTC worth approximately $11 billion so far in 2026, much of it bought below an estimated average cost of $75,000. JPMorgan notes the company has accelerated purchases again in April, pursuing an opportunity-driven strategy sensitive to market conditions. MicroStrategy's ability to raise capital is key to this strategy. Its stock trades at a ~26% premium to net asset value, facilitating equity or debt issuance to fund further Bitcoin buys. As of May 3, the company holds 818,334 BTC. Its CFO highlighted the success of its "Digital Credit" preferred equity platform, with over $13.5 billion outstanding, used to service dividends and fund Bitcoin acquisitions. However, this aggressive strategy increases obligations. The company reported a Q1 net loss of $12.54 billion, driven by an unrealized loss on digital assets. Its perpetual preferred stock dividends create a long-term payment commitment, with CEO Michael Saylor acknowledging the potential need to sell some Bitcoin for dividends, while emphasizing the core directive to "Buy more bitcoin than you sell."

bitcoinist05/08 18:05

JPMorgan: Saylor’s Strategy Could Buy $30 Billion In Bitcoin This Year

bitcoinist05/08 18:05

Berkshire Hathaway and SoftBank: One Must Die

"Berkshire Hathaway vs. SoftBank: One Must 'Die'" In May 2026, with half-empty seats at its annual meeting, Berkshire Hathaway, under new CEO Greg Abel, faces investor pressure over its massive $397.4 billion cash pile—nearly 40% of its market cap. This hoard, largely in US Treasuries, resulted from 14 consecutive quarters of net equity sales, including massive Apple divestments. Abel inherits Buffett's "nothing looks attractive" stance in an expensive market likened to "a casino next to a church." However, Berkshire's significant underperformance versus the S&P 500 and a future of sustained high valuations could force a historic choice: returning capital via special dividends or breaking up the conglomerate. Berkshire's "death" would be a slow, existential one—the erosion of its value-investing identity post-Buffett. Conversely, SoftBank, led by Masayoshi Son, is in a frantic race against debt. It has pledged a staggering $64.6 billion for a 13% stake in OpenAI, financed by escalating parent-company debt (over ¥16.3 trillion), a historic $40 billion bridge loan, and the fire-sale of assets like Nvidia, T-Mobile, and Alibaba shares. The plan hinges on a successful OpenAI IPO and the $100 billion listing of its Roze AI unit to refinance. Son's high-wire act faces three correlated triggers for potential collapse: an OpenAI IPO delay or stumble, a sharp de-rating of its key liquid asset Arm (trading at 70x forward P/E), or a failure to refinance the massive 2027 bridge loan at increasingly costly rates. The conclusion: One philosophy must "die." In a prolonged bull market, SoftBank could triumph, realizing Son's AI vision, while Berkshire's conservative model fades into irrelevance. In a downturn, SoftBank's leveraged bet could unravel violently, while Berkshire's fortress balance sheet survives. Their fates are inversely tied to the market cycle's turn.

marsbit05/08 17:07

Berkshire Hathaway and SoftBank: One Must Die

marsbit05/08 17:07

Coinbase Q1 Earnings Report: Nearly $4 Billion Loss, Trading Volume Halved. Can AI + RWA Turn Things Around?

Coinbase's Q1 2026 earnings report revealed a net loss of $394 million, largely driven by $482 million in unrealized losses on its crypto asset holdings. Total revenue fell 31% year-over-year to $1.41 billion. Transaction revenue declined 40% to $756 million, reflecting a market-wide slump in crypto trading volumes. Consumer trading was particularly weak, down 48%, though Coinbase's global spot market share rose to a record 8.6%. Key bright spots included institutional trading revenue, which grew 37%, and a surge in derivatives activity following the Deribit acquisition. Subscription and services revenue of $584 million was more resilient, with stablecoin revenue up 11% to $305 million. Adjusted EBITDA remained positive at $303 million. Ahead of earnings, Coinbase announced a 14% workforce reduction (~700 employees) to accelerate its transition to an "AI-native" organizational model. Strategically, the company is pursuing its "Everything Exchange" vision, expanding into derivatives and predictive markets. Its partnership with Circle on USDC remains a core revenue moat, with over 25% of the stablecoin's $80 billion supply held on its platform. The company is actively engaged in shaping stablecoin legislation like the CLARITY Act. Despite significant losses and cyclical pressures, Coinbase is positioning itself as a broader on-chain financial infrastructure provider.

链捕手05/08 16:55

Coinbase Q1 Earnings Report: Nearly $4 Billion Loss, Trading Volume Halved. Can AI + RWA Turn Things Around?

链捕手05/08 16:55

Mastercard and Ripple Complete Historic Transaction, New Use Case for XRP?

Mastercard, Ripple, Ondo Finance, and J.P. Morgan's Kinexys have successfully completed the first near real-time, cross-border, cross-bank redemption of tokenized US Treasuries. The pilot transaction, executed in under five seconds, used the XRP Ledger as the settlement blockchain to connect public blockchain infrastructure directly to traditional global banking rails for the first time. Ripple redeemed a tokenized treasury fund (OUSG) on the XRPL, triggering a fiat payout via Mastercard's Multi-Token Network. J.P. Morgan's Kinexys then processed the payment to Ripple's bank account in Singapore. This integration demonstrates a single, uninterrupted flow between on-chain and off-chain systems, addressing a key gap in the rapidly growing tokenized real-world assets (RWA) market. The development highlights a significant step towards a 24/7 financial system and positions the XRP Ledger as a potential settlement infrastructure for institutional cross-border transactions.

bitcoinist05/08 16:51

Mastercard and Ripple Complete Historic Transaction, New Use Case for XRP?

bitcoinist05/08 16:51

Bitcoin Rallies, But Traders Still Realizing $479M In Losses Daily

Despite Bitcoin's recent rally to around $80,100, on-chain data reveals that investors are still realizing significant losses. The Bitcoin Realized Loss indicator, which measures the total loss from coins sold below their previous purchase price, has remained elevated at approximately $479 million per day. This level is about 140% above the typical baseline of $200 million seen in stable market periods. Notably, this spike in realized losses occurred even as Bitcoin's price increased, contrasting with previous loss spikes that happened during major price crashes. This pattern suggests that some investors are choosing to exit their positions at a loss during the rally, possibly due to a lack of confidence in its sustainability. Analysts suggest that for a healthier market regime to be confirmed, the daily realized loss would need to compress and sustain below the $200 million level, indicating selling exhaustion and a shift towards stronger underlying demand.

bitcoinist05/08 16:41

Bitcoin Rallies, But Traders Still Realizing $479M In Losses Daily

bitcoinist05/08 16:41

a16z Crypto Partner: Crypto is Being Repackaged by Financial Institutions, Potential Far Exceeds Imagination

In this article, Guy Wuollet of a16z Crypto explores why traditional financial institutions are increasingly adopting blockchain technology. He questions the term "digital assets," pointing out that most modern assets are already digital. However, he argues that the core infrastructure of finance remains surprisingly undigitized, relying on fragmented systems and manual reconciliation. The key driver for Wall Street's adoption, according to Wuollet, is not the ideological principles of decentralization but a pragmatic need to solve complex coordination problems among multiple, often distrustful, parties. Blockchain offers a neutral, shared system where asset ownership is embedded directly in the software, eliminating the need for separate ledgers and reducing settlement times and costs. As crypto technology is integrated into traditional finance, it loses some of its countercultural edge but gains mainstream legitimacy. More importantly, it brings the powerful software concept of *composability* to finance. When financial assets exist on a shared, programmable infrastructure, they can be easily combined, extended, and integrated, enabling faster innovation and new applications. In essence, crypto is being "repackaged" as critical infrastructure by large institutions. While this integration involves compromises, the underlying transformative potential—inheriting capabilities like composability—may ultimately be far greater than these institutions initially anticipated.

marsbit05/08 16:28

a16z Crypto Partner: Crypto is Being Repackaged by Financial Institutions, Potential Far Exceeds Imagination

marsbit05/08 16:28

Will the Continued Shutdown of the Strait of Hormuz Trigger an Oil and Gas Supply Crisis?

The prolonged closure of the Strait of Hormuz, a critical global energy chokepoint, is evolving from a military conflict into a severe stress test for worldwide energy trade. Despite a ceasefire, transit remains minimal due to persistent threats from Iran, which uses drones, small boats, mines, and a new transit permit/fee system to effectively control the strait. Daily vessel traffic has plummeted from about 135 to under 10 ships, trapping over 1500 commercial vessels. The U.S. has initiated "Project Freedom" to escort ships, but Iran condemns it as a violation. The crisis is forcing a fundamental re-pricing of risk and cost for using this route, which normally carries about one-fifth of global oil and LNG supplies. Even if a political deal is reached, restoring full, trusted transit will be slow due to mine clearance needs, security concerns, and eroded market confidence. Major oil producers like Saudi Arabia are using alternative pipelines, but capacities are limited and routes are also vulnerable. Iran has signaled its intent to institutionalize control over the strait post-conflict, leveraging it as a geopolitical tool. The standoff underscores how Iran can paralyze this vital passage without a traditional navy, creating a lasting impact on global energy security and trade logistics.

marsbit05/08 16:15