Industry News

Tracks company news, strategic changes, funding activities, and personnel adjustments across the blockchain and crypto industries, delivering a full-spectrum industry overview for our users.

Arthur Hayes argues new Fed liquidity tool “RMP” masks renewed money printing

Arthur Hayes, former BitMEX CEO, argues the Federal Reserve's new "Reserve Management Purchases" (RMP) program is effectively a disguised form of quantitative easing (QE). He claims that by purchasing short-term Treasury bills and managing liquidity, the Fed is financing government spending while avoiding the political stigma of QE. Hayes warns this is highly inflationary and erodes the purchasing power of ordinary citizens, while benefiting holders of scarce assets like Bitcoin, gold, and silver. The article notes the Fed recently cut rates and announced $40 billion in short-term Treasury purchases, which Chair Jerome Powell framed as a technical adjustment. However, analysts suggest mixed signals may dampen a sustained Bitcoin rally. Polymarket data indicates a high probability of no further rate cuts in January.

cointelegraph12/19 19:07

Arthur Hayes argues new Fed liquidity tool “RMP” masks renewed money printing

cointelegraph12/19 19:07

Ethereum Takes The Lead In DeFi Lending Revenue, Leaving Rivals Behind – See How

Despite facing selling pressure, Ethereum has solidified its dominance in DeFi lending revenue, capturing 80-90% of all activity and fees. Data from Leon Waidmann shows Ethereum remains the core settlement layer for DeFi, significantly outpacing rivals like Base and Arbitrum. Aave drives over 50% of lending funds and 60% of active loans on Ethereum, generating $885 million in fees in 2025 alone. While Layer 2s improve user experience, the mainnet continues to be reinforced as the trusted hub for liquidity and credit markets. Additionally, active Ethereum addresses are nearing all-time highs, with 2.4 million weekly users, signaling strong retail and institutional engagement.

bitcoinist12/19 18:02

Ethereum Takes The Lead In DeFi Lending Revenue, Leaving Rivals Behind – See How

bitcoinist12/19 18:02

Solana AI token Ava hit by launch sniping tied to deployer: Bubblemaps

Blockchain analytics firm Bubblemaps reported that 23 wallets linked to the deployer of the Solana-based AI token Ava accumulated around 40% of the token’s supply at launch, indicating potential insider coordination. These wallets, funded via Binance and Bitget in a short timeframe, showed no prior blockchain activity before purchasing AVA. The activity, described as "sniping," involved coordinated buying at launch, leading to significant supply concentration—a red flag for potential market manipulation like rug pulls. Since its November 2024 launch, AVA’s price has fallen 79%, and it is down 96% from its January 2025 all-time high of $0.33.

cointelegraph12/19 13:47

Solana AI token Ava hit by launch sniping tied to deployer: Bubblemaps

cointelegraph12/19 13:47

From Four Failures to a Trillion-Dollar Valuation: Musk and SpaceX's Epic Comeback

From Four Failures to Trillion-Dollar Valuation: Musk and SpaceX's Ultimate Comeback In 2002, Elon Musk invested $100 million from his exit of PayPal to found SpaceX, aiming to revolutionize space travel. The journey began with humiliation when Russian engineers dismissed his ambitions during a failed rocket purchase attempt. Undeterred, Musk decided to build rockets himself. SpaceX faced near-catastrophic failures with its first three Falcon 1 launches (2006-2008), coinciding with the 2008 financial crisis, Tesla’s near-bankruptcy, and personal struggles. After the third explosion, funds were nearly exhausted, and critics, including Musk’s idol Neil Armstrong, openly doubted him. The fourth launch in September 2008 succeeded, saving SpaceX from collapse and securing a $1.6 billion NASA contract for ISS resupply missions. Driven by first principles, Musk pursued reusable rockets despite industry skepticism. In 2015, Falcon 9’s first stage successfully landed vertically, slashing costs and disrupting the aerospace industry. For Starship, Musk opted for stainless steel over carbon fiber, reducing material costs by 40x while maintaining performance. SpaceX’s valuation soared from $13 billion (2012) to $800 billion (2025), largely fueled by Starlink. With 7.65 million subscribers and revenue projected to reach $22-24 billion in 2026, Starlink dominates as a global telecom provider. Preparing for a 2026 IPO targeting $30 billion raised at a $1.5 trillion valuation, SpaceX aims to surpass Saudi Aramco’s record. For Musk, this funds his ultimate goal: making humanity a multi-planetary species by colonizing Mars. The IPO represents not an exit but a critical step toward interplanetary civilization.

比推12/19 13:26

From Four Failures to a Trillion-Dollar Valuation: Musk and SpaceX's Epic Comeback

比推12/19 13:26

RWA Weekly: Coinbase Announces Launch of Prediction Markets and Tokenized Stocks; Stablecoin U Goes Live on BNB Chain and Ethereum

RWA Weekly Roundup: Coinbase Launches Prediction Markets and Tokenized Stocks; Stablecoin $U Debuts on BNB Chain and Ethereum The on-chain RWA market cap rose slightly to $18.9 billion, while stablecoin market capitalization exceeded $300 billion, though transaction activity declined, indicating a "stagnant liquidity" phase. Regulatory developments accelerated globally, with China promoting the digital yuan, and the U.S., Canada, and Hong Kong advancing stablecoin and asset tokenization frameworks. Traditional financial institutions expanded their involvement: JPMorgan launched a tokenized money market fund on Ethereum and integrated JPM Coin with Base, while Visa and Mastercard extended stablecoin payment services. DTCC partnered with Canton Network for U.S. Treasury tokenization. Coinbase introduced prediction markets and tokenized stocks, PayPal launched a PYUSD savings vault, and SoFi issued its own stablecoin, SoFiUSD. Emerging markets like Brazil and Pakistan also explored sovereign asset tokenization. Stablecoin $U went live on BNB Chain and Ethereum, integrating with DeFi protocols like PancakeSwap and ListaDAO. Despite growth, JPMorgan analysts caution that stablecoin market size may not reach $1 trillion by 2028, projecting a more moderate expansion to $500-600 billion. The sector continues to evolve, driven by regulatory clarity and institutional adoption, embedding RWA deeper into global payment and asset management systems.

marsbit12/19 13:06

RWA Weekly: Coinbase Announces Launch of Prediction Markets and Tokenized Stocks; Stablecoin U Goes Live on BNB Chain and Ethereum

marsbit12/19 13:06

Crypto Market Crashes to Eight-Month Low Amid Growing Fear

The cryptocurrency market has crashed to an eight-month low, with its total capitalization falling to $2.93 trillion, representing a 33% decline from its October peak. This marks the lowest level since April and a nearly 14% loss for the year, signaling an official bear market. Despite the Bank of Japan's interest rate hike, Bitcoin showed resilience with a 2.3% surge. Analysts, including Michael van de Poppe, warn of further short-term declines, with Bitcoin potentially facing capitulation and dragging other cryptocurrencies down 10-20%. Market sentiment remains extremely fearful, with the Fear & Greed Index at 16. The correction is attributed to macroeconomic pressures and reduced risk appetite among investors.

TheNewsCrypto12/19 10:38

Crypto Market Crashes to Eight-Month Low Amid Growing Fear

TheNewsCrypto12/19 10:38

Crypto Crime Escalates: Chainalysis Data Shows Over $3.4 Billion Stolen This Year

Chainalysis reports that cryptocurrency theft has surged, with over $3.4 billion stolen so far in 2025, exceeding previous years. A significant shift in attack methods has occurred, with personal wallet compromises rising dramatically. Although private key compromises are less frequent, they account for the vast majority of stolen value. North Korean (DPRK) hackers were responsible for a record $2.02 billion in thefts, a 51% increase from the prior year, despite fewer attacks. Their tactics have evolved to include infiltrating crypto services and conducting fake job interviews to steal credentials. While the number of theft incidents and victims has increased, the average amount stolen per victim has decreased.

bitcoinist12/19 10:22

Crypto Crime Escalates: Chainalysis Data Shows Over $3.4 Billion Stolen This Year

bitcoinist12/19 10:22

Before Soaring to a $1.5 Trillion IPO, Musk Almost Lost Everything

Elon Musk's SpaceX is on the verge of a historic $150 billion IPO, targeting a $1.5 trillion valuation, which could make Musk the world's first trillionaire. This marks a dramatic turnaround from the company's near-collapse in 2008. Founded in 2002, SpaceX faced immense skepticism and technical failures. Its first three Falcon 1 rocket launches ended in explosions, nearly bankrupting the company and coinciding with Musk's personal crises during the 2008 financial meltdown. The fourth launch succeeded, saving the company and securing a crucial $1.6 billion NASA contract for space station resupply. SpaceX's breakthrough came from applying first-principles thinking. Musk challenged industry norms by insisting on reusable rockets, achieved in 2015 when the Falcon 9 first stage successfully landed. This drastically reduced costs. The same logic led to building Starship from stainless steel instead of expensive carbon fiber, slashing material costs by 40x. The key driver of its $800 billion pre-IPO valuation is Starlink. With over 7.65 million subscribers and covering 24.5 million users, it provides over 80% of SpaceX's revenue, transforming the company into a global telecom giant. Musk, who long resisted going public to avoid distractions, now sees the IPO as essential to fund his ultimate goal: making humanity a multi-planet species. The raised capital will fuel the development of Starship and the ambitious mission to establish a city on Mars.

marsbit12/19 10:01

Before Soaring to a $1.5 Trillion IPO, Musk Almost Lost Everything

marsbit12/19 10:01

Fragmentation drains up to $1.3B a year from tokenized assets: Report

Fragmentation across blockchain networks is causing significant economic drain in the tokenized asset market, with inefficiencies costing up to $1.3 billion annually, according to a report from RWA.io. The lack of interoperability traps liquidity and prevents capital from moving freely, causing identical or economically equivalent real-world assets (RWAs) to trade at price differences of 1% to 3% across different chains. These inefficiencies hinder arbitrage and price discovery. Additionally, moving capital between chains results in transaction losses of 2% to 5% due to fees, slippage, and operational risks. If unresolved, these issues could escalate to $30–75 billion in annual losses as the tokenized RWA market grows to an estimated $16–30 trillion by 2030. Despite these challenges, tokenized assets continue gaining adoption, with recent moves by companies like Securitize and Coinbase to launch onchain stock trading.

cointelegraph12/19 09:53

Fragmentation drains up to $1.3B a year from tokenized assets: Report

cointelegraph12/19 09:53

CZ Year-End Q&A Summary: Besides Giggle Academy, What Else Is He Planning?

CZ, the founder of Binance, recently participated in a year-end AMA hosted by BNB Chain, sharing his perspectives on various topics. He discussed his current focus post-retirement as CEO, which includes four key areas: Giggle Academy, a free educational platform; YZi Labs, where he mentors entrepreneurs; providing strategic oversight for BNB Chain; and advising governments on regulatory frameworks. CZ highlighted BNB Chain's significant growth, with a 600% increase in transaction volume and over 200 million daily active users. He emphasized the potential for crypto to grow beyond its current 1% global wealth penetration. On market trends, he expressed support for multiple prediction markets without favoring single players, advocated for yield-generating stablecoins (like Ethena's USDe) as the future, and identified AI Agents as a major driver for crypto payments due to their inability to use traditional banking. He also discussed Real-World Assets (RWA) tokenization at a national level, particularly for resource-rich countries seeking liquidity. For entrepreneurs, CZ stressed the importance of being mission-driven rather than opportunistic, and advised technical founders to achieve expertise before focusing on soft skills. Overall, CZ emphasized long-term building and patience, citing Nvidia's decades-long journey to success as an example.

marsbit12/19 09:24

CZ Year-End Q&A Summary: Besides Giggle Academy, What Else Is He Planning?

marsbit12/19 09:24

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