BitcoinPierre

JPMorgan reportedly cut ties with Polymarket’s bank accounts in October over regulatory concerns, but is now seeking a role in the prediction market’s potential $20B IPO. The bank is reportedly interested in underwriting the listing as Polymarket looks to raise $1B, while Polymarket says JPMorgan still handles customer fund flows across multiple entities. That’s a pretty sharp change in position: from questioning the relationship to potentially helping take the company public. #BTC Price Analysis# #Meme Alpha# $SOL $BNB

The stablecoin market cap is now below its January 1 level, marking a notable slowdown in stablecoin expansion this year. Stablecoins are a key source of liquidity for crypto, so a shrinking supply can point to less fresh capital sitting on the sidelines ready to enter risk assets. If the market wants a sustained recovery, renewed stablecoin growth would be an important metric to watch. #BTC Price Analysis# #Altcoin Season# $BTC $ETH

Anthropic’s revenue climbed above $11.5B in Q2, up more than 14x year over year. That kind of growth shows how quickly demand for AI models is expanding, especially from businesses deploying AI at scale. Anthropic is now operating at a level where AI revenue is no longer just a startup growth story, it is becoming a major force in the broader technology market. #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $SUI

France says 678,000 taxpayers had their personal data stolen in a cyberattack targeting the country’s tax agency. The scale of the breach is significant, putting a huge number of taxpayers at potential risk of identity theft, phishing attempts and targeted fraud. It also highlights how valuable government-held financial data has become to attackers, especially when one breach can expose information belonging to hundreds of thousands of people. #BTC Price Analysis# #BTC $LINK $SOL

President Donald Trump is expected to meet crypto and prediction-market executives at the White House next Wednesday, according to Bloomberg. The meeting comes as Washington continues working through crypto regulation and the growing role of prediction markets. Having industry executives directly involved could provide more clues on the administration’s direction for digital assets, market structure, and prediction platforms. #WhiteHouse #Altcoin Season# #Macro Insights# $BTC $TRUMP

Cross-chain swaps have a hidden problem: two blockchains cannot naturally coordinate the same transaction. An HTLC helps solve that. Funds are locked using a cryptographic hash and a time limit. If the required secret appears, the trade settles; if not, the locked funds can be reclaimed. This gives atomic swaps their “all-or-nothing” property. RFQ solves a different problem: liquidity. Instead of searching manually for a counterparty, a trader requests prices and liquidity providers compete to fill the order. The interesting part comes when both mechanisms are combined. Omniston uses RFQ for resolver competition and paired HTLCs for settlement. A resolver provides the destination-side liquidity, while the source and destination legs are protected by matching cryptographic conditions. This removes one of the biggest weaknesses of traditional peer-to-peer atomic swaps: finding someone willing to take the other side. For TON users, the result is a cross-chain route where pricing and settlement are handled together rather than through separate steps. That is what makes the approach used by STON.fi worth watching: RFQ provides the market, while HTLC provides the settlement guarantees. #BTC Price Analysis# #Macro Insights# $ACE $LINK

Bank Leumi, Israel’s $286B banking giant, is partnering with Galaxy Digital to let customers buy, hold and sell Bitcoin, Ether and Solana. The move gives traditional bank customers direct access to major crypto assets through an established financial institution, without needing to rely entirely on standalone crypto platforms. Another major bank opening the door to BTC, ETH and SOL is a clear sign that crypto exposure is becoming increasingly integrated into traditional banking. #BTC Price Analysis# #Altcoin Season# $SOL $ETH

JPMorgan reportedly debanked Polymarket last year over regulatory concerns, according to the Financial Times, but has maintained ties with the platform while exploring an underwriting role. The reversal is notable. A major bank moving from cutting ties to potentially working with Polymarket shows how quickly institutional attitudes toward prediction markets are changing. If JPMorgan ultimately takes part, it would be another sign that regulated financial institutions are becoming more comfortable with the sector. #BTC Price Analysis# #Altcoin Season# $BONK $BTC

ETFs have attracted more than $100B for 14 consecutive months, according to Bloomberg’s Eric Balchunas. What stands out is the consistency. A level of inflows that once looked exceptional is increasingly becoming normal as investors continue shifting capital into ETFs. For crypto, that matters because the same infrastructure is making digital assets easier for traditional investors to access, particularly through spot Bitcoin and Ethereum ETFs. #BTC Price Analysis# #Macro Insights# $BTC $SUI

Хешрейт Биткоина сейчас на 17% ниже своего исторического максимума, поскольку, по данным аналитика CryptoQuant, майнеры, как сообщается, перенаправляют вычислительные мощности в сторону ИИ. Этот шаг подчеркивает, что майнеры все чаще ищут возможности с более высокой маржинальностью за пределами Биткоина. Инфраструктура для ИИ может предлагать привлекательные потоки доходов, особенно для операторов с доступом к дешевой электроэнергии и крупномасштабным объектам. Для Биткоина устойчивое снижение хешрейта может изменить экономику майнинга и в итоге усилить давление на менее эффективных майнеров. #BTC Price Analysis# #Meme Alpha# $BTC

Киберпанковские технологии увеличили свой казначейский резерв Zcash до 323 394 $ZEC во втором квартале, что составляет примерно 1,92% от циркулирующего предложения ZEC. Это заметная доля для одной компании и показывает растущий интерес к Zcash как к резервному активу. Держать почти 2% от циркулирующего предложения также означает, что накопления Cypherpunk могут становиться все более значимыми для доступной рыночной ликвидности ZEC. Если компания продолжит покупки, влияние на динамику предложения может стать еще более заметным. #Macro Insights# #Zcash #ZEC

Спотовые золото и серебро добавили в общей сложности 3,1 трлн долларов к рыночной стоимости всего за семь торговых дней. Это колоссальная сумма капитала, перетекающего в драгоценные металлы за очень короткий период. Движение подчеркивает, насколько сильным стало стремление к традиционным твердым активам: инвесторы ищут доступ к металлам на фоне сохраняющейся макроэкономической неопределенности. Золото продолжает привлекать защитный капитал, тогда как более сильная динамика серебра добавила еще один слой к ралли. Масштаб движения также позволяет иначе взглянуть на недавнюю слабость криптовалют: капитал явно переориентируется в сторону сырьевых товаров. #BTC Price Analysis# #Altcoin Season# $XAUt

One of the less obvious problems with cross-chain swaps is that the person initiating the transaction is not always the person who should receive the funds.

Previously, users generally had to connect wallets on both the source and destination sides. That works, but it adds an unnecessary step when you’re simply sending assets to another wallet, account, or recipient.

Stonfi's new Receive to custom address option changes that flow. You connect only the wallet you’re swapping from, then enter the destination wallet address manually. Omniston handles the cross-chain execution and sends the resulting asset directly to that address.

The useful part isn’t just fewer clicks. It separates authorization from destination: your connected wallet authorizes the swap, while the receiving wallet does not need to interact with the dApp at all.

This could be particularly useful for treasury transfers, sending funds to a second wallet, or moving assets to an account that shouldn’t be connected to the swapping interface.

As cross-chain infrastructure matures, improvements like this matter because good UX isn’t only about moving assets between chains. It’s also about giving users more control over where those assets ultimately arrive.

Always verify the destination address and network before confirming a transaction.

swaps on Stonfi : https://app.ston.fi/swap?mode=cross-chain&in=ton%3AUSD%E2%82%AE #BTC Price Analysis# #TON $GRAM $CMC20

⚡ $APR is up 85.22% to $0.366 in 24 hours, massively outperforming a broader market that has remained relatively flat.

The biggest factor is the sudden liquidity expansion. Trading volume has jumped nearly 1,980% to $56.1M, showing that traders are aggressively rotating into APR and chasing the move. That kind of volume can fuel a rally quickly, but it also means volatility is likely to stay elevated.

The move isn’t happening in isolation either. Other smaller-cap names such as Black Phoenix and Arowana have also posted major gains, pointing to a broader rotation into high-beta altcoins.

For $APR , $0.40 is the level I’d watch if this buying pressure continues. On the downside, losing $0.30 could turn the momentum trade into a sharp retracement toward $0.25.

Right now, volume is the key. Without sustained demand, an 85% move can unwind just as quickly as it started. #APR #Macro Insights#

$BEAT ПРОЕКЦИЯ Текущий график BEAT/USDT на 1H показывает структуру, которая по-прежнему больше благоприятствует продолжению медвежьего сценария, а не подтверждённому развороту тренда. BEAT торгуется около $1.252 после сильного восстановления из зоны $0.85–$0.90, однако отскок пока не вернул крупную зону предложения сверху. Недавно цена приблизилась к диапазону $1.30–$1.35 и сейчас демонстрирует признаки колебаний, из-за чего текущее движение больше похоже на отскок-облегчение внутри более широкой медвежьей структуры. Ключевая зона, за которой нужно следить — $1.65–$1.80, зона предложения, отмеченная на графике. Если BEAT продолжит расти, движение в этот регион может дать ликвидность и сопротивление, необходимые для ещё одного сильного отклонения вниз. Прогнозируемая структура предполагает сначала возможный импульс вверх, а затем резкий разворот. Если после этого отклонения продавцы снова возьмут контроль, целевой ориентир по снижению находится примерно у $0.72, что будет означать значительное продолжение более широкой медвежьей динамики. Для $BEAT важным подтверждением станет то, удастся ли цене не опуститься ниже верхней зоны предложения и начать формировать новые более низкие максимумы. Устойчивый пробой и закрепление над зоной предложения ослабит эту медвежью гипотезу, но пока этого не произошло, график остаётся уязвимым к ещё одному крупному нисходящему движению. #BEAT #BTC Анализ цен#

Coinbase-backed crypto market maker Flowdesk has received a full broker-dealer license from Dubai’s VARA, allowing it to serve qualified and institutional investors. The approval gives Flowdesk a regulated foothold in one of the region’s fastest-growing crypto markets and could make it easier to expand institutional trading and liquidity services across the UAE. Dubai continues to position itself as a major hub for regulated digital-asset activity. $BTC #BTC Price Analysis# #Meme Alpha#

Short-term Bitcoin holders moved roughly 19,200 BTC to exchanges at a loss over the past 24 hours, according to CryptoQuant. That’s a notable amount of BTC potentially moving toward the sell side. These holders are realizing losses instead of waiting for a recovery, which can signal growing fear among recent buyers. If exchange deposits continue climbing, the extra supply could put more pressure on BTC in the short term. $BTC #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?#

Coinbase chief policy officer Faryar Shirzad called Bitcoin “the best performing asset ever,” pointing to its history of recovering from major downturns and setting new highs afterward. His argument is that every major Bitcoin drawdown has eventually established a higher base for the next cycle. Whether that pattern continues remains the bigger question as BTC matures and institutional participation grows. #BTC Price Analysis# #Macro Insights# $BTC

BTCPay is offering a 10% recovery bounty, capped at 3 BTC, for information that helps recover funds stolen in the recent exploit. The bounty gives the attacker or anyone with useful information a financial incentive to return the funds, while potentially helping affected users recover their losses. It also shows how serious the incident is, with the recovery effort now extending beyond simply patching the vulnerability. #BTC Price Analysis# #Altcoin Season# $BTC

LATEST: BTCPay Server supporters are offering a recovery bounty of up to 3 $BTC after a critical exploit exposed LND wallet credentials in versions released before 2.4.2. The vulnerability could put affected wallet credentials at risk, making the upgrade especially important for users running older versions. The bounty is aimed at helping recover funds connected to the exploit. For Bitcoin merchants and node operators using BTCPay, this is a security issue worth taking seriously rather than waiting to see if their setup is affected. #BTC Price Analysis# #Macro Insights#