區塊客

Author: Nancy, PANews
When you store your crypto tokens in what you thought were impenetrable hardware wallets, one day hackers find the “lock-picking key” in just a few minutes—and helping them extract the “key” is a tireless AI.
That’s right—AI large models are entering the battleground of offensive and defensive work in crypto security.
As AI large models continue to iterate, on the one hand, they are lowering the technical barrier to complex encryption attacks, greatly speeding up vulnerability exploitation and attacks; on the other hand, they have also become an important weapon for the encryption industry to discover vulnerabilities, identify risks, and accelerate patching. This trend is especially evident in the Bitcoin ecosystem, whose market value has already exceeded one trillion dollars.

Author: Kurumi, Crypto City
Acquires a CFTC-compliant exchange to accelerate Fanatics’ expansion into prediction markets
Global sports platform Fanatics has announced the acquisition of Water Street Labs and CX Clearinghouse, both subsidiaries of US financial services company BGC Group. This will grant Fanatics approved licenses from the US Commodity Futures Trading Commission (CFTC), including designated contract market (DCM) and derivatives clearing organization (DCO) licenses, enabling the establishment of its own compliant prediction market platform.
The transaction value has not been disclosed. The two parties expect to complete the closing after completing the regulatory procedures. Fanatics will use this infrastructure to launch its own prediction market exchange, allowing users to directly trade a wide range of event contracts, while also expanding the product lineup of its Fanatics Markets. BGC will collaborate with Fanatics to develop new data products that combine prediction markets with traditional financial markets.

According to a report cited by the Financial Times, citing insiders, the Wall Street giant JPMorgan Chase had fully terminated its banking business relationship with the prediction market Polymarket as of October 2025, and issued a “go away” order, urging the company to find another safe harbor to park its funds.
Since then, Polymarket has transferred its funds accounts to another financial institution, but the true identity of the receiving bank has not yet been confirmed (Financial Times). Reuters also cited statements from anonymous sources, independently corroborating the account closure incident.
However, Wall Street’s abacus is in good working order. Reports reveal that although JPMorgan Chase has cut off Polymarket’s basic banking services, the bank still hopes to secure the role of underwriter if the prediction market platform launches an initial public offering (IPO) in the future. In response to the above rumors, JPMorgan Chase declined to comment.

Goldman Sachs believes the Fed is “highly unlikely” to raise rates in September. If U.S. interest-rate policy remains unchanged or even turns more accommodative, it could become an important bullish catalyst for Bitcoin, which has recently been stuck in a tight range consolidation.
According to CoinGecko market data, Bitcoin is currently trading at approximately $63,366, up 0.5% over the past 24 hours. However, since early July, Bitcoin has lacked a clear direction, moving sideways within the $62,000 to $66,000 range for more than a month.
(Bloomberg) reported that Goldman Sachs chief economist Jan Hatzius told clients that a recent string of weak economic data—including retail sales indicators that reflect consumer conditions, employment data, along with easing inflation—has prompted Goldman Sachs to further cut its odds of a September rate hike.

Even the world’s largest sovereign fund has become a “hidden whale” in the cryptocurrency market. K33, a leading crypto research firm, said in its latest analysis that as of the first half of 2026, Norway’s sovereign wealth fund’s indirect Bitcoin exposure—gained by holding “coin-holding stocks”—has reached 11,549 BTC, worth about $725 million, setting a historic high.
According to a report by research firm K33, this year’s first half saw a 21.2% increase in the indirect Bitcoin holdings of Norway’s sovereign wealth fund. If the period is extended to the past year, the growth rate has even surged beyond 60.5%, bringing the total to 11,549 bitcoins, worth approximately $725 million. This growth momentum is mainly attributed to the fund’s large-scale investments in publicly listed companies that hold Bitcoin, such as Strategy, Metaplanet, MARA, Coinbase, Block, and Tesla.

Binance, the world’s largest cryptocurrency exchange, announced that in order to comply with the European Union’s sanctions against Russia, it will fully stop processing transfers of funds involving a range of cryptocurrency trading platforms and service providers. The list includes 16 firms, such as HTX.
On this blacklist, most of the platforms are small players with sluggish trading volumes and relatively limited recognition. Surprisingly, however, the exchange HTX (formerly Huobi) led by Justin Sun, the founder of TRON, is also included.
Binance said that it must comply with the regulatory requirements in the locations where it operates. The related measures are intended to ensure compliance with local laws, while maintaining a safe and reliable trading environment for users and their assets.

Author: Nancy, PANews
In a bear market, most crypto projects are struggling to find room for growth, and some are even forced to exit the market. Fomo has risen into the ranks of the top crypto printing machines.
A small team of just 17 people spent more than a year accumulating $94 million in funding, turning a social trading product into a new on-chain trading entry point—so much so that Pump.fun even stepped in to poach talent. In the absence of bullish market tailwinds, what product-market fit (PMF) did Fomo find, and what helped it carve out a growth curve against the trend during the bear market?

Author: Jae, PANews
In the heatwave at the Rockdale campus in Texas, the factory buildings that once roared with tens of thousands of Bitcoin mining machines are undergoing a far-reaching reshaping of assets.
According to a Bloomberg report, AI company Anthropic and Bitcoin miner Riot Platforms have signed a 20-year supercomputing hosting agreement worth as much as $9.1 billion. Spurred by this news, Riot’s after-hours share price surged by more than 25%.
The AI giants’ arms race for computing power has also pulled today’s crypto miners onto the stage.
The computing power race has entered deep waters: Anthropic locks in electricity demand for the long term, backed by a power supply insurance plan.

By: Nancy, PANews
Since hitting an all-time high of around $126,000 in October of last year, Bitcoin has continued to fall into a correction and has yet to regain an upward trend. Recently, traditional assets such as US stocks and gold have led the way in recovery, and market risk appetite has gradually improved. However, Bitcoin remains range-bound and has not yet kicked off a rebound in sync with other assets.
At this point, ETF inflows have started to return, and some long-term indicators are also beginning to touch historical lows. Why hasn’t Bitcoin started a recovery rally yet? Is the current correction already nearing the bottom of the cycle?
US stocks and gold rise together—why is Bitcoin lagging behind?

Author: Kurumi, Crypto City
Bitcoin price under pressure, but Grayscale still optimistic about long-term institutional demand
Bitcoin’s recent price has continued to face pressure, and market risk appetite has cooled in tandem. However, Grayscale believes that short-term price corrections have not changed Bitcoin’s long-term adoption trend. Grayscale’s research team points out that three key forces will continue to drive growth in Bitcoin demand: government budget deficits, increased participation by financial institutions, and a gradually clearer regulatory environment.
Grayscale believes the crypto market is gradually moving toward institutionalization. Regulated investment vehicles such as spot Bitcoin ETFs lower the threshold for traditional financial institutions to participate in digital assets. Asset managers, pension funds, and other large capital allocators can also gain Bitcoin exposure through existing financial infrastructure.

Crypto-holding companies Strategy and Metaplanet narrowly avoided delisting several months ago, but now they are again being targeted by index compiler MSCI (Morgan Stanley Capital International), facing the risk of being kicked out of global major stock indexes once more.
MSCI has launched a new round of market consultations this month, proposing to remove “non-operating companies” from its “Global Investable Market Index (GIMI).” To avoid repeating past mistakes, MSCI this time will not use “crypto holdings” as the cutoff criterion. Instead, it will adopt five major financial indicators to screen companies.
According to MSCI’s calculations, if this new standard is applied to the “MSCI Global Investable Market Composite Index (MSCI ACWI IMI Index)” and the benchmark is based on asset holdings as of May 2026, then three companies would be removed: Strategy and Metaplanet, which hold large amounts of Bitcoin, and Yellow Cake, a listed company that accumulates physical uranium mines.

Mitsubishi UFJ Financial Group (MUFG) announced that it will use blockchain technology to improve the settlement speed of Japanese government bond trades. In the past, the conventional settlement process often took 1 to 3 days; in the future, it may be able to achieve "24/7, year-round" real-time settlement through blockchain.
In traditional financial systems, the settlement of government bond transactions typically requires 1 to 3 business days. To break through this efficiency bottleneck, MUFG is working on a proof of concept and plans to conduct on-chain tests via Canton, an enterprise blockchain network, to speed up settlement.

For years, the stablecoin dominant player Tether has been shrouded in the shadow of “opaque reserves,” and has now announced that it has, for the first time, completed a comprehensive independent financial audit. KPMG U.S. (KPMG U.S.), one of the “Big Four” accounting firms, issued the highest rating in the accounting industry—an “unqualified opinion”—for Tether International’s 2025 annual financial statements, indicating that the financial report truly reflects the company’s financial condition.
Tether said this is the company’s first time completing a full independent audit of its financial statements. In response to outside curiosity about whether this audit actually covers the parent company’s core business, Tether CEO Paolo Ardoino replied: “Tether International is indeed the actual issuer of the stablecoin USDT.”

Cybersecurity in the crypto space flashes red again! On Thursday, well-known cold wallet manufacturer Trezor confirmed that due to a hacker intrusion into the systems of its partner logistics provider, ShipMonk, confidential personal data of nearly 14,000 customers was leaked.
According to Trezor, a total of 11,742 customers’ names, email addresses, phone numbers, and delivery addresses have all been leaked; in addition, another 1,947 customers’ names, residential cities, and email addresses were also exposed. The total number of affected victims is nearly 14,000, spanning multiple countries including the United States, the United Kingdom, Sweden, Colombia, Brazil, Italy, and Portugal.

According to a report by the overseas media outlet (The Information), citing people familiar with the matter, prediction market leader Kalshi is in talks with top venture capital firm Sequoia Capital and Wellington Management for a new round of fundraising. It plans to raise at least $750 million at a valuation of $40 billion.
An insider said Sequoia Capital and Wellington are considering leading investment in Kalshi’s current funding round, with the amount potentially exceeding $750 million. Sequoia Capital is an investment firm headquartered in Silicon Valley, with assets under management (AUM) of about $56 billion, and it already has senior executives serving as directors of Kalshi.

By Fenrir, Crypto City
Second-quarter net loss of $238 million as crypto assets drag down the financials
The U.S. president Trump’s Trump Media & Technology Group (TMTG) released its 2026 Q2 financial report. Net loss for the quarter was $238.1 million, a significant increase compared with about $20 million in the same period last year. The decline in the price of the company’s held crypto assets became an important factor affecting the company’s financial performance this quarter.
In the first half of this year, Trump Media’s digital assets produced a total of about $360.6 million in unrealized losses, with most of the price-decline impact recognized in the second quarter. The related losses mainly stem from book adjustments resulting from revaluing the asset values based on market prices. The company has not yet realized this loss by selling all the related assets, but fluctuations in cryptocurrency prices have been directly reflected in the financial statements.

Author: HIBIKI, Crypto City
V God updates the Ethereum roadmap
Recently, Ethereum co-founder Vitalik Buterin posted on the social platform X that he compared the Ethereum roadmap he proposed in 2023 with the latest version of the Ethereum Foundation’s Strawmap.
Vitalik stated that while the two roadmaps overlap significantly overall, the order of some items has been adjusted—for example, the priority level for anti-quantum security has been increased; some items have been lowered in priority, including verifiable delay functions and several EVM-related improvements.
Some other items have also been replaced by better technical solutions—for example, the Merkle tree (Verkle Tree) first transitions into a unified binary tree and then evolves into a sharded binary tree, while the state expiry mechanism has been replaced by a new type of state.

Tokyo-listed company Metaplanet transferred 5,014 bitcoins worth about $320 million on Wednesday, sparking widespread uproar in the market and speculation about whether Metaplanet is preparing to “sell the coins and cash out.” In response, Metaplanet CEO Simon Gerovich came forward to refute the selling rumor and emphasized that this was only a “routine custody transfer,” with the company’s bitcoin holdings not reduced.
In a post on a social media platform, Simon Gerovich wrote: “Within the past 24 hours, we transferred 5,014 bitcoins between Metaplanet custody addresses. This is routine custody work. We have not sold any bitcoins, and our current bitcoin holdings remain 43,000.”

Securitize (SECZ), known for issuing and managing tokenized funds, released its first quarterly report after going public on Wednesday. In the second quarter, revenue not only fell short of market expectations, but the losses were also far worse than analysts had estimated, dragging the stock price down by as much as 20% in after-hours trading at one point.
The role that Securitize (NASDAQ ticker: SECZ) is best known for in the market is helping global asset manager BlackRock issue and manage its tokenized money market fund, BUIDL. However, such a dazzling spotlight has not translated into the company’s financial performance.
According to the latest financial report, Securitize’s second-quarter revenue was $14.4 million, down 5% year over year, and much lower than analysts’ original expectations of $20.6 million. Loss per share (EPS) came in at $2.37, far worse than the market-expected loss of $0.15. Net loss for the quarter widened to $21.7 million. Meanwhile, adjusted EBITDA (profit before interest, taxes, depreciation, and amortization) swung from a profit of $1.8 million in the prior-year period to a loss of $5.5 million.

Wall Street investment bank Goldman Sachs announced on Wednesday that it plans to spend USD 2.25 billion to acquire ETF issuer Neos Investments, bringing three bitcoin and ether options yield ETFs into its asset management portfolio in one move, and putting the Wall Street giant directly in competition with BlackRock in the crypto ETF arena.
Under the terms of the agreement, Goldman will acquire Neos for a maximum of USD 2.25 billion in cash and equity; the exact amount will depend on subsequent operating performance and service commitments. The deal is still subject to regulatory approvals and compliance with other transaction conditions, with settlement expected to be completed in the first quarter of 2027.