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.

CZ's Rare AMA Reveals: AI + Crypto is the Most Certain Alpha, 2026 Belongs to Long-Distance Runners

CZ, former CEO of Binance, recently shared key insights in a rare AMA. He emphasized that AI + Crypto is the most certain alpha, highlighting that AI agents will become the largest user group for crypto payments due to their inability to use traditional banking systems. He discussed his post-retirement focus: leading the free education platform Giggle Academy, mentoring startups via YZi Labs, guiding BNB Chain’s strategic direction, and advising governments on crypto regulation. Despite stepping down, BNB Chain has seen significant growth—600% increase in trading volume and over 3 million daily active users. CZ also touched on several trends: - Prediction markets are expanding, with BNB Chain supporting multiple players. - The next generation of stablecoins must offer yield and transactional utility. - Real-World Assets (RWA) tokenization is gaining traction at a national level, especially in resource-rich countries. He advised entrepreneurs to be mission-driven, avoid short-term speculation, and focus on long-term building. CZ believes 2026 will belong to those who persevere, comparing the current market to a marathon rather than a sprint.

marsbit12/19 03:21

CZ's Rare AMA Reveals: AI + Crypto is the Most Certain Alpha, 2026 Belongs to Long-Distance Runners

marsbit12/19 03:21

Bitwise files with SEC to offer spot SUI ETF

Bitwise has filed with the SEC to launch a spot SUI ETF, tracking the native token of the Sui Network. The firm submitted a Form S-1 registration, though a ticker symbol has not yet been announced. Coinbase Custody will serve as the custodian. This would be the first spot SUI ETF in the U.S., following earlier filings from Canary Capital and 21Shares, the latter of which recently received approval for a leveraged SUI ETF. SUI, launched in 2023, is the 31st-largest cryptocurrency with a $4.98 billion market cap. Bitwise recently added SUI to its existing crypto index fund and has also launched spot Bitcoin, Ether, and XRP ETFs. The firm anticipates rapid growth in the crypto ETF market in 2026.

cointelegraph12/19 02:51

Bitwise files with SEC to offer spot SUI ETF

cointelegraph12/19 02:51

2026 Hong Kong Web3 Carnival Unveils First Batch of Guest Lineup

The 2026 Hong Kong Web3 Carnival, co-organized by Wanxiang Blockchain Lab and HashKey Group, will take place from April 20 to 23 at the Hong Kong Convention and Exhibition Centre. This annual event, now in its fourth consecutive year, aims to bridge traditional and innovative sectors while connecting Eastern and Western global perspectives. Prominent confirmed speakers include John Lee, Financial Secretary of the Hong Kong SAR; Xiao Feng, Chairman of Wanxiang Blockchain and HashKey Group; Solana Foundation President Lily Liu; and other key industry leaders. The event is supported by strategic partners such as the Hong Kong Trade Development Council and sponsors including OKX Web3, Qtum, and SlowMist. The carnival has already attracted over 500 high-level executives from traditional finance and real-world asset sectors, indicating strong cross-industry interest. It serves as a critical platform for high-net-worth individuals and core decision-makers to explore Web3 opportunities. Since its inception in 2023, the event has grown into one of the most influential crypto conferences globally, with over 120,000 attendees, 350 projects, and 1,200 speakers across its previous editions. It continues to foster a global ecosystem, leveraging Hong Kong’s unique position to connect Asian markets with international resources, driving integration of technology, business models, and regulatory practices. The 2026 Hong Kong Web3 Carnival aims to not only showcase the future of Web3 but also actively shape it through collaboration and innovation.

深潮12/19 02:28

2026 Hong Kong Web3 Carnival Unveils First Batch of Guest Lineup

深潮12/19 02:28

Trump lauds Chris Waller as ‘great’ after Fed chair interview, will pick within weeks

President Donald Trump praised Federal Reserve chair nominee Chris Waller as "great" and "fantastic," confirming he will announce his selection for the role within weeks. Waller, who has expressed crypto-friendly views, is among three or four candidates on the shortlist. According to prediction platform Polymarket, Waller currently has a 14% chance of selection, trailing crypto-supportive White House adviser Kevin Hassett (53%) and former Fed governor Kevin Warsh (28%). The crypto industry is closely monitoring the appointment due to the Fed's influence on interest rates, which significantly impact digital asset markets. Lower rates often drive investors toward higher-risk investments like cryptocurrencies.

cointelegraph12/19 02:12

Trump lauds Chris Waller as ‘great’ after Fed chair interview, will pick within weeks

cointelegraph12/19 02:12

The First Wave of Bitcoin Treasury Companies Is Beginning to Collapse

The first wave of Bitcoin treasury companies is facing a severe shakeout, as seen with KindlyMD (NAKA) receiving a Nasdaq compliance notice for its stock trading below $1. This signals a broader sector-wide crisis where investors are scrutinizing these firms' fundamentals—cash flow, financing capabilities, and resilience during market downturns—rather than just their Bitcoin holdings. Imitators of the Strategy (MSTR) model are under pressure, with stocks like American Bitcoin (ABTC) and ProCap Financial (BRR) falling over 68% and 70% in a month, respectively. Even Ethereum-focused firms like Bitmine Immersion Technologies (BMNR) are underperforming their underlying assets. Key differentiators are now the scale of Bitcoin holdings and the mNAV (market cap to net asset value) ratio. MSTR, with 671,268 BTC, trades at an mNAV of ~0.8x, while smaller firms like NAKA (~0.35x mNAV) trade at discounts, and ABTC (~3.5x mNAV) faces volatile premiums. The market shift is from "how much Bitcoin can you buy" to "can you avoid selling during volatility." Notably, about 65 of 100 tracked Bitcoin treasury companies bought at prices above current levels, resulting in unrealized losses. At least five firms have already offloaded 1,883 BTC during the recent sell-off. Industry analysts like Matt Zhang of Hivemind Capital view this as a Darwinian cleansing, where only companies with stable operational cash flows and robust capital structures will survive without relying on continuous financing. The era of narrative-driven premiums is over; the focus is now on sustainability and risk management in a volatile market.

marsbit12/19 02:07

The First Wave of Bitcoin Treasury Companies Is Beginning to Collapse

marsbit12/19 02:07

Crypto Morning Brief: Inflation Data Positive, Uniswap Proposes Burning 100 Million UNI Tokens and Enabling Fee Switch

Crypto Market Update: U.S. inflation data came in better than expected, with the November CPI at 2.7% year-on-year, fueling expectations for potential Fed rate cuts. The SEC issued new guidance on crypto assets and DLT, clarifying rules for broker-dealers, asset protection, and trading systems. In major industry moves, Uniswap's governance proposal to burn 100 million UNI tokens and activate a fee switch has entered final voting. Bitwise filed for a spot Sui ETF, Tether hinted at developing a new OS, and Standard Chartered Hong Kong launched tokenized deposit services. Other developments include a tokenized public stock on Solana, ICE's potential investment in MoonPay, and a $70M raise for Solana DePIN project Fuse Energy.

深潮12/19 01:57

Crypto Morning Brief: Inflation Data Positive, Uniswap Proposes Burning 100 Million UNI Tokens and Enabling Fee Switch

深潮12/19 01:57

XRP’s familiarity helps push ETFs past $1B assets: Exec

XRP exchange-traded funds (ETFs) have surpassed $1 billion in assets under management, driven by the token's long-standing recognition and strong multi-year price performance, according to Sui Chung, CEO of CF Benchmarks. He noted that XRP's familiarity and impressive 417% gain since 2022 have attracted significant investor interest. Since November 14, spot XRP ETFs have seen over $423 million in inflows, with major issuers now holding $1.14 billion in AUM. Meanwhile, spot Solana ETFs have also gained traction with $102.8 million in net inflows over nine days as traditional investors better understand its ecosystem. In contrast, spot Ether ETFs have faced consecutive outflows, while Bitcoin ETFs have shown volatile performance.

cointelegraph12/19 00:09

XRP’s familiarity helps push ETFs past $1B assets: Exec

cointelegraph12/19 00:09

Brazilian stock exchange to launch tokenization platform and stablecoin

Brazil's primary stock exchange, B3, announced plans to launch a tokenization platform for traditional assets and its own stablecoin for settlements, starting in 2026. The initiative aims to create a seamless transition between traditional and digital markets by ensuring asset fungibility and shared liquidity. This move follows recent regulatory changes by Brazil’s central bank, which classifies stablecoin transactions as foreign-exchange operations. Additionally, B3 plans to introduce weekly options for Bitcoin, Ether, and Solana, as well as event contracts. The exchange has previously offered cryptocurrency exposure through ETFs earlier than the US market.

cointelegraph12/18 21:48

Brazilian stock exchange to launch tokenization platform and stablecoin

cointelegraph12/18 21:48

NYSE parent in talks to invest in crypto company MoonPay: Report

Intercontinental Exchange (ICE), parent company of the New York Stock Exchange, is reportedly in talks to invest in cryptocurrency payments firm MoonPay, which is seeking a $5 billion valuation in its latest funding round. This follows ICE’s recent $2 billion investment in prediction platform Polymarket. MoonPay provides infrastructure for buying and selling crypto using traditional payment methods. The move reflects growing convergence between Wall Street and crypto, as seen in ICE's earlier partnership with Circle to explore stablecoin integration and the DTCC’s approval to offer tokenized bonds and stocks. These developments highlight the increasing institutional adoption of blockchain and tokenization technologies.

cointelegraph12/18 21:23

NYSE parent in talks to invest in crypto company MoonPay: Report