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SEC Slams the Brakes at the Last Minute, Halting "Tokenized U.S. Stocks"

On May 22, the U.S. SEC postponed the release of a key "innovation exemption" draft that would have permitted crypto-native platforms to issue and trade tokenized U.S. stocks on decentralized venues without full traditional exchange compliance. This would have legalized a "third-party token" model used overseas, where platforms issue tokens tracking stock prices without the underlying company's involvement, raising unresolved questions about shareholder rights, dividends, and sanctions enforcement. Meanwhile, the SEC had already approved a different, compliant path for tokenization led by Nasdaq and NYSE. Their model integrates tokenized stocks into existing settlement systems (like DTCC), preserving all shareholder rights. This creates a fundamental conflict: crypto platforms seek a permissionless, 24/7 on-chain parallel market, while traditional exchanges advocate for an upgraded, regulated version of the current system. Intense lobbying from traditional exchange groups like the World Federation of Exchanges argued the exemption would create an unfair regulatory advantage and dilute investor protection. Even some compliant crypto firms favored delay. Internally, SEC commissioners were divided on the scope and pace of the exemption. The delay highlights a critical policy crossroads. With significant trading volume already occurring overseas, the SEC's decision will determine whether the U.S. embraces a dual-track system for tokenized equities or sidelines itself from an emerging global infrastructure. The core unresolved question remains the legal status and rights of holders of third-party tokenized stocks. The SEC paused because the draft framework risked creating a major new asset class with profound, unanswered legal implications.

marsbit05/26 01:58

SEC Slams the Brakes at the Last Minute, Halting "Tokenized U.S. Stocks"

marsbit05/26 01:58

Interview with the Founder of an AI-Focused Investment Fund: Forget the False Narrative of 100x Returns, What Crypto x AI Assets Are Worth Watching?

Interview with Austin Barack, founder of AI-focused fund Relayer Capital. He emphasizes prioritizing real value over hype, especially in the Crypto x AI sector. Key assets discussed include: * **Venice:** A private AI platform where user data isn't shared with model providers. Its unique two-token model (VVV and DM) provides sustainable, capped user incentives for computation. Rapid user growth (3M) and token usage (15x in months) suggest significant upside. * **Grass:** Sells high-quality, specialized web-scraped datasets to AI labs for model training. With ~$50M+ ARR and triple-digit growth, its ~$400M valuation is seen as undervalued. * **NEAR:** Praised for its superior cross-chain swap infrastructure via intents, positioning it as crucial infrastructure for AI agents and decentralized applications. * **Akash:** A decentralized GPU compute marketplace gaining traction, with visible usage on platforms like OpenRouter. * **Investment Framework:** Shift from generic "buyback-and-burn" narratives to analyzing the "net token value flow"—whether token holders genuinely capture value from the underlying business. Markets are consolidating around a smaller set of quality projects with strong fundamentals like Venice, Grass, and NEAR, making targeted investments more effective.

marsbit05/26 01:56

Interview with the Founder of an AI-Focused Investment Fund: Forget the False Narrative of 100x Returns, What Crypto x AI Assets Are Worth Watching?

marsbit05/26 01:56

Is a Super IPO Wave Coming? Will It Drain and Crash the U.S. Stock Market?

The article discusses concerns about a potential "super IPO wave" hitting the U.S. stock market, with major companies like SpaceX, OpenAI, and Anthropic preparing to go public. While these large IPOs could collectively raise hundreds of billions, raising fears of a market "blood drain," analysis suggests the impact may be limited. Key points include: * Historical data shows IPO waves often coincide with strong market returns, as they typically occur during periods of high investor demand. * Model estimates suggest even the largest IPOs might only cause a market dip of around 1%. They are more likely to trigger a routine market pullback rather than end a bull market. * The current demand side remains supportive due to high household cash balances, strong corporate earnings growth, continued stock fund inflows, and robust share buyback announcements. * The main risk lies in concentrated investor positions, particularly in large-cap tech stocks, which are at elevated levels. A shift in funds towards new issuances could pressure these crowded sectors. * Recent fund flows show strength concentrated in U.S. and tech stocks, while other regions like Europe and Japan are experiencing outflows. The conclusion is that the IPO wave itself is unlikely to crash the market unless it coincides with a weakening in underlying demand factors like earnings or fund inflows into U.S. equities. The focus should be on whether demand can continue to absorb the new supply.

marsbit05/26 01:52

Is a Super IPO Wave Coming? Will It Drain and Crash the U.S. Stock Market?

marsbit05/26 01:52

Vitalik is Personally 'Dismantling' the Ethereum Foundation

Vitalik Buterin recently published an extensive article addressing core concerns about Ethereum's future direction and the role of the Ethereum Foundation (EF). He clarifies that the EF is not his personal domain nor the central authority of Ethereum; it operates as just one node within the broader ecosystem. The board makes collective decisions, with significant operational work led by Aya Miyaguchi, allowing Vitalik to focus on technical matters. The article critiques the perception that the EF should act like a conventional, fast-moving tech company. Buterin warns that merely chasing higher TPS, lower latency, or better marketing—like other chains—risks diluting Ethereum's foundational values. He draws a parallel to Google's evolution away from its "Don't be evil" ethos. Instead, the EF's renewed mandate is to focus on preserving and strengthening Ethereum's core principles, summarized as CROPS: **C**ensorship-resistance, **R**esistance to capture, **O**pen source, **P**rivacy, and **S**ecurity. The foundation will concentrate its limited resources (holding only ~0.16% of ETH) on these long-term, non-commercializable fundamentals, while ecosystem growth, applications, and market-facing activities should be driven by external teams and capital. Buterin outlines key technical priorities aligned with this vision: 1) Advancing formal verification to mathematically prove the absence of bugs; 2) Enhancing consensus security to maintain operation without reliance on social coordination during outages; and 3) Reducing dependency on intermediaries (like RPCs) to strengthen user sovereignty and privacy. He acknowledges ETH as Ethereum's most valuable asset, crucial for security, but stresses that promoting its value is a task for the wider ecosystem, not the EF. Ultimately, Buterin's message is a strategic refocus: the EF will become a smaller, more focused entity guarding Ethereum's essential, harder-to-achieve properties, ensuring it remains distinct not just in performance but in its commitment to decentralization, resistance, and security.

marsbit05/26 01:48

Vitalik is Personally 'Dismantling' the Ethereum Foundation

marsbit05/26 01:48

After Futu Securities Was Banned, Will Buying Stocks On-Chain Be a New Solution?

After Chinese regulators announced crackdowns on cross-border securities platforms like Futu Securities, some investors are exploring whether blockchain-based stock trading could offer an alternative. However, this article argues that "on-chain stocks" are not a legal loophole for mainland Chinese investors to bypass securities, foreign exchange, and cryptocurrency regulations. Instead, it represents an infrastructure experiment in tokenizing traditional assets like U.S. stocks and ETFs for a global audience. The appeal of on-chain stocks lies in offering a more seamless, 24/7 trading experience using crypto wallets and stablecoins, particularly for non-U.S. investors and crypto natives. Projects typically issue tokens that track the price of underlying assets, but these are often financial instruments or structured products, not direct equity ownership conferring voting rights. For investors, key risks include unclear legal rights, redemption mechanisms, regional access restrictions, and the misalignment between on-chain token trading hours and the actual stock market. Using stablecoins to purchase these tokens does not legitimize otherwise restricted capital outflows for Chinese residents. For entrepreneurs, the opportunity lies not in creating new retail channels to circumvent regulations, but in building B2B infrastructure—such as compliance, custody, identity verification, and reporting tools—for licensed institutions exploring asset tokenization. In conclusion, while on-chain stocks represent a significant trend in bridging traditional finance with blockchain, they are not a regulatory workaround. Their long-term viability depends on robust compliance, clear legal structures, and serving legitimate global demand, rather than facilitating unauthorized cross-border investment.

marsbit05/26 01:47

After Futu Securities Was Banned, Will Buying Stocks On-Chain Be a New Solution?

marsbit05/26 01:47

Luffa Secures Strategic Investment from Hong Kong Listed Company Guofu Quantum, Post-Money Valuation Reaches $220 Million

On May 26, innovative tech company Luffa AI announced a strategic investment from Hong Kong-listed Guofu Quantum Innovation Ltd. (Stock Code: 00290.HK). Post-investment, Luffa AI's valuation reached $220 million. The two parties will engage in deep strategic collaboration across AI, quantum security, blockchain, and compliant finance to jointly explore the new frontier of AI+Quantum+Blockchain+FinTech. Luffa addresses internet fragmentation—where identities, value, and AI agents are locked within siloed platforms—by building a super-connector across three core dimensions. It leverages decentralized identity (DID), empowers AI agents, and uses on-chain governance for communities. Its content system transforms channels into programmable, tradable value containers for creators. An aggregation layer with its SuperBox mini-program platform, multi-chain wallet, LuffaPay, and multi-agent commercial protocols completes the ecosystem, connecting users, identities, assets, and value. As of February 2026, Luffa's ecosystem has seen rapid growth, surpassing 3 million global downloads, 2 million registered users, and 150,000 daily active users. Its core wallet and SuperBox platform are live, with validated use cases in prediction markets, AI games, RWA, and creator economies. In 2026, Luffa will focus on building an AI-driven Web3 ecosystem. This investment marks a key milestone for Luffa in privacy protection, smart interaction, and Web3 infrastructure. Guofu Quantum, with its expertise in quantum encryption and institutional finance, will provide technological backing to accelerate Luffa's global commercialization. Planned collaborations include joint R&D in AI-driven financial solutions, digital asset exploration, compliant RegTech development, and applying quantum security to blockchain. Luffa CEO Michael Liu stated the partnership will help "create a better network" where users truly own their data and privacy. Guofu Quantum CEO Yuan Tianfu highlighted this as a crucial step in merging quantum tech with AI and Web3.

marsbit05/26 01:44

Luffa Secures Strategic Investment from Hong Kong Listed Company Guofu Quantum, Post-Money Valuation Reaches $220 Million

marsbit05/26 01:44

Over 13% APY, Apyx Is Bringing the 'Killer App for Bitcoin' On-Chain

The article discusses the rise of high-yield stablecoins in DeFi, focusing on the Apyx protocol and its integration of STRC (Strategy's Bitcoin credit instrument) to generate sustainable on-chain yields. Apyx addresses a market need for stablecoins with yields exceeding typical DeFi offerings (often below 5-10%). Its core innovation is bridging STRC—a tradable, dividend-yielding equity instrument backed by Strategy's Bitcoin holdings—from traditional finance to the decentralized ecosystem. STRC offers a floating yield (over 12.3%) by converting Bitcoin's long-term appreciation potential into a "digital credit" product. Apyx employs a dual-token model: `apxUSD`, a stablecoin pegged to $1 for liquidity, and `apyUSD`, an interest-bearing token where yields accumulate (currently ~11% APY, targeting over 13%). The yield is derived from STRC dividends, providing a more sustainable income source compared to token-incentivized models. Since its February launch, Apyx has grown rapidly, with `apxUSD` becoming a top-20 DeFi stablecoin by issuance. The protocol enhances its utility and capital efficiency through deep integrations with major DeFi platforms: Morpho (for collateralized borrowing/lending), Curve (for low-slip liquidity pools), and Pendle (for trading and leveraging future yield via PT/YT tokens). Apyx is also running a multi-season points program leading to a Token Generation Event (TGE) and airdrop on October 13, 2026, incentivizing user engagement through activities like holding tokens or providing liquidity. The main competitor in this niche is Saturn, but Apyx claims advantages in TVL, underlying STRC holdings, higher sustained yields, and a clearer TGE timeline without significant VC selling pressure. Key risks highlighted include dependency on Strategy's Bitcoin-backed credit model (susceptible to Bitcoin market volatility) and compounded smart contract or liquidity risks from its DeFi integrations. The article positions Apyx not as a risk-free asset but as a compelling "medium-risk, high-yield" option for users seeking better risk-adjusted returns in the current stablecoin landscape. The growth of Apyx and the STRC sector reflects a broader market shift where DeFi users are willing to accept calculated risks for substantially higher, sustainable yields.

Odaily星球日报05/26 01:41

Over 13% APY, Apyx Is Bringing the 'Killer App for Bitcoin' On-Chain

Odaily星球日报05/26 01:41

Who Will Take the Flag? How Ethereum Will Navigate the Post-Foundation Era After Losing Its 'Big Brother'

**Summary:** Ethereum Foundation (EF) is transitioning to a less central role, prompting debates about its future influence and Ethereum's path forward. Vitalik Buterin has clarified that EF, holding only 0.16% of ETH supply, will focus on core protocol research and public goods, not on supporting ETH's price. He outlined a strategy of organizational streamlining and emphasized technology development around the "CROPS" principles (Censorship-Resistance, Robustness, Openness, Privacy, Security), rather than engaging in direct performance wars with chains like Solana. The article contrasts EF's "long-termist," non-profit model with the more aggressive, fund-driven approaches of newer foundations (e.g., Solana, Aptos) or corporate-backed models like Coinbase's Base. It notes challenges for Ethereum, including talent drain to better-funded competitors and community frustration over ETH's market performance. Despite EF stepping back, Ethereum's mainstream adoption is advancing, highlighted by the potential inclusion of Ethereum DAT companies in major Russell indexes. The piece suggests Ethereum's next phase will rely more on ecosystem self-drive and large external stakeholders (like BitMine, a major ETH holder) for growth, moving into a "post-foundation era." Ultimately, the core question remains how Ethereum can reignite positive momentum through its unique value proposition while navigating this new, less centrally guided landscape.

marsbit05/26 01:25

Who Will Take the Flag? How Ethereum Will Navigate the Post-Foundation Era After Losing Its 'Big Brother'

marsbit05/26 01:25

Research on Commercialization Infrastructure for Crypto Agents: In-depth Analysis of Stablecoin as the Core "Native Currency Layer" and Settlement Network

This article explores the commercialization of AI Agents and the critical "payment gap" they face within traditional financial systems. It argues that stablecoins (like USDC, USDT) provide a superior, native "monetary layer" for AI, enabling programmable, permissionless, 24/7, and transparent value transfer essential for autonomous agents. The piece details infrastructure initiatives from key players: Coinbase's AgentKit and Agentic Wallets for on-chain payments; Circle's CCTP for cross-chain USDC transfers and AgentStack for micro-payments; and Stripe's stablecoin APIs bridging traditional commerce. Collaborations like AWS-Stripe-Coinbase and Google-Coinbase are also highlighted. Key application scenarios are analyzed: 1) DeFi yield optimization, where agents autonomously manage capital across protocols; 2) Ultra-micro-payments (e.g., per API call) enabled by low-fee stablecoin protocols like x402 and Gateway; 3) Automated yield generation through yield-bearing stablecoins, transforming agents into self-sustaining economic units. Major challenges to scaling are identified: private key security and risks like prompt injection; regulatory grey areas regarding agent identity (KYA) and liability; and technical risks including smart contract vulnerabilities and ensuring AI intent alignment during financial operations. In conclusion, the fusion of AI Agents and stablecoins is fundamentally reshaping digital commerce settlement. While security and regulation are immediate hurdles, the infrastructure being built paves the way for a self-operating, agent-driven on-chain economy, shifting humans from transaction approvers to system designers.

marsbit05/26 01:04

Research on Commercialization Infrastructure for Crypto Agents: In-depth Analysis of Stablecoin as the Core "Native Currency Layer" and Settlement Network

marsbit05/26 01:04

Season One of The Beacon Chain Game Goes Live, A Comprehensive Guide to the 7.7 Million BCN Prize Pool and Chest Mechanics

"The Beacon" Season 1 is now live with a 7.7 million BCN prize pool. This guide provides a tutorial and gameplay strategies. To start, players must sign in via a Web3 wallet at the official app, download the game via the Epic Store for optimal experience, and control their character using WASD keys. An optional $19.99 "Starter Pack" provides 2000 Glint and premium chests. Gameplay currently offers two main paths. First, the "Dungeon" (up from spawn) costs 20 Stamina per run to earn Shadow Shards, which exchange for Umbra Chests. Second, "Kraken Klash" (right from spawn) is a betting mini-game using Goblin Tokens to guess correct tiles for rewards. Rewards consist of Cosmetics and BCN tokens. Free players receive account-bound cosmetics, while Starter Pack purchasers ("Premium" players) receive tradable NFT cosmetics. The season features three chest types: 1. **Umbra Chests** (from Shadow Shards): Contain cosmetics and small BCN amounts (Premium only). 2. **Kraken Chests** (from Goblin Tokens): Contain exclusive cosmetics and larger BCN amounts (Premium only). 3. **Glint Chests** (from Glint, premium currency): Contain exclusive cosmetics and the largest BCN amounts (Premium only). Each chest type (Umbra, Kraken, Glint) has detailed rarity probabilities (Common, Rare, Epic, Legendary) and BCN reward distributions listed for free and premium versions. The four in-game currencies are: Shadow Shards, Goblin Tokens, Glint, and BCN. A stable earning method is farming dungeons for Shadow Shards to exchange for Umbra Chests. Kraken Klash is a higher-risk, higher-reward option using Goblin Tokens.

Odaily星球日报05/26 01:04

Season One of The Beacon Chain Game Goes Live, A Comprehensive Guide to the 7.7 Million BCN Prize Pool and Chest Mechanics

Odaily星球日报05/26 01:04

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