Blockonomi

TLDR:

BlackRock’s combined BTC and ETH holdings dropped from $78.36B to $57.89B in Q1 2026.

Bitcoin holdings rose by 14,950 BTC despite a $16.24B fall in dollar value over the quarter.

Ethereum holdings fell 410,750 ETH, reflecting both price weakness and active net distribution.

Q1 2026 losses of $20.47B were $5.97B lower than the $26.44B decline recorded in Q4 2025.

BlackRock’s crypto portfolio recorded a sharp $20.47 billion decline in Q1 2026, as falling Bitcoin and Ethereum prices weighed heavily on the asset manager’s holdings.

Data from blockchain analytics platform Arkham shows combined BTC and ETH holdings dropped from $78.36 billion to $57.89 billion between January 1 and March 31. 

While Bitcoin saw continued accumulation despite the price slump, Ethereum experienced both price-driven losses and reduced holdings, marking a clear shift in institutional positioning as market conditions remained under pressure throughout the quarter.

Bitcoin Accumulated as Ethereum Holdings Contracted

Bitcoin remained the largest component of BlackRock’s crypto allocation throughout Q1 2026. BTC prices fell from $88,341 to $65,982, a 25.31% decline, pushing the dollar value of holdings down by $16.24 billion. 

The value dropped from $68.05 billion to $51.81 billion over the quarter. Despite the price weakness, BlackRock continued buying Bitcoin. 

Holdings grew from approximately 770,290 BTC to 785,240 BTC, adding 14,950 BTC, or 1.94% growth. This pattern points to opportunistic accumulation rather than retreat from the asset class.

$14T BLACKROCK WIPED OUT OVER $20 BILLION IN Q1

World's largest asset manager's crypto portfolio fell $20.47B in Q1 2026, dropping 26% from $78.36B to $57.89B, per Arkham data.

Bitcoin fell from $88,341 → $65,982 (-25%), cutting holdings from $68.05B → $51.81B (-$16.24B),… pic.twitter.com/hUbzbjvbOh

— Coin Bureau (@coinbureau) April 12, 2026

Ethereum told a different story. ETH prices fell 33.12%, from $2,966 to $1,983, while ETH holdings also dropped from 3.47 million to 3.06 million. 

That 410,750 ETH reduction pushed Ethereum exposure down from $10.31 billion to $6.08 billion, a $4.23 billion decrease. Unlike Bitcoin, Ethereum saw both price pressure and net distribution during the period.

Q1 2026 Losses Remain Below Q4 2025 Levels

The Q1 2026 decline, though steep, was smaller than the previous quarter’s drawdown. In Q4 2025, BlackRock’s crypto portfolio fell by $26.44 billion, with Bitcoin dropping $20.74 billion and Ethereum falling $5.71 billion. 

Quarter-over-quarter, the pace of losses eased by approximately $5.97 billion. The comparison to Q1 2025 shows how much conditions have shifted. 

A year earlier, the portfolio declined by only $4.95 billion, with both assets still in accumulation phases. Bitcoin rose by 23,300 BTC, and Ethereum increased by 120,350 ETH during that earlier period.

By Q1 2026, Ethereum had clearly shifted from accumulation to net outflows. Bitcoin accumulation persisted, but falling prices kept overall portfolio value under pressure. 

The holdings tracked here reflect client capital flowing through BlackRock’s iShares Bitcoin Trust and iShares Ethereum Trust, not proprietary positions held by the firm.

The post BlackRock Sees $20.47B Crypto Loss in Q1 2026 Despite Bitcoin Buildup appeared first on Blockonomi.

Кратко:

Binance зафиксировала крупнейшее снижение открытого интереса по XRP, упав примерно на 721.49 миллиона XRP в последние периоды.

Bybit показала падение около 132.10 миллиона XRP в открытом интересе, что отражает ослабление спекулятивного импульса на платформе.

Bitfinex добавила к нисходящему тренду с падением примерно на 10.96 миллиона XRP, завершив последовательное снижение на всех трех основных биржах.

Снижение открытого интереса по XRP может уменьшить риски ликвидации и создать ранние условия для потенциального восстановления, как только ликвидность вернется.

Ключевые выводы

Основные индексы зафиксировали последовательные недельные приросты: S&P 500 вырос на 3.5%, Dow Jones поднялся на 3%, Nasdaq прыгнул на 4.7%

Крупные игроки финансового сектора, включая JPMorgan, Goldman Sachs и Bank of America, представят квартальные результаты на этой неделе

Потребительские цены зафиксировали самый резкий месячный рост почти за два года в марте, в основном из-за роста цен на энергоносители

WTI нефть торгуется около $98 за баррель, хотя фьючерсные контракты указывают на потенциальное снижение до $85 к лету

Технологический сектор демонстрирует резкий раскол: акции программного обеспечения падают на 30%, в то время как производители чипов растут более чем на 20% с начала года

Key Highlights

Micron’s Q2 fiscal 2026 quarterly sales surged nearly 200% compared to the prior year, with records set in all divisions

AMD delivered $10.3 billion in Q4 2025 sales, marking a 34% jump year-over-year alongside a 57% non-GAAP gross margin

TSMC forecasts approximately 30% revenue expansion in 2026 when measured in U.S. dollars

Despite strong AI exposure, these three companies maintain more modest price-to-earnings multiples than leading AI chipmakers

TSMC anticipates its AI accelerator division will expand at a compound annual rate in the mid-40 percent range through 2029

Three semiconductor powerhouses—Micron, AMD, and Taiwan Semiconductor Manufacturing—are riding the artificial intelligence wave with impressive momentum. Yet despite robust financial performance and accelerating growth trajectories, market analysts suggest these stocks may be undervalued relative to their sector peers.

The ongoing buildout of AI infrastructure has created surging demand across the semiconductor supply chain, from specialized memory modules to cutting-edge processors and advanced fabrication services. While these companies occupy distinct positions within this ecosystem, they share a compelling characteristic: substantial revenue acceleration without the elevated valuation multiples commanded by other AI-focused names.

Micron: Transforming from Commodity Memory to Critical AI Component

Micron has undergone a remarkable repositioning in investor perception, evolving from a cyclical commodity producer into an essential AI infrastructure provider.

During the company’s fiscal second quarter of 2026, revenues expanded almost threefold versus the same period twelve months prior. The semiconductor manufacturer achieved unprecedented performance levels across its entire product portfolio, including DRAM, NAND flash, high-bandwidth memory, and all operating segments.

Profitability metrics showed equally dramatic improvement. The company’s fiscal third-quarter outlook alone is projected to surpass total annual revenue figures from any fiscal year ending through 2024.

Artificial intelligence servers demand massive quantities of specialized high-bandwidth memory, and Micron has positioned itself as a primary supplier for this critical component. Company leadership indicated that robust demand coupled with constrained supply conditions will likely persist well into 2027.

The manufacturer is also negotiating extended, multi-year supply agreements with major customers, potentially transforming the business model toward greater predictability and reducing the historical boom-bust patterns that characterized the memory industry.

Despite these fundamental improvements, Micron continues trading at a valuation discount compared to AI chip designers, even as memory has become indispensable to the AI computing architecture.

AMD: Impressive Performance in Nvidia’s Shadow

AMD announced record quarterly sales of $10.3 billion for Q4 2025, representing a 34% year-over-year increase. The company achieved a non-GAAP gross margin of 57%.

Chief Executive Lisa Su characterized 2025 as a transformational year and emphasized that the company began 2026 with substantial forward momentum. She highlighted the EPYC processor family and expanding data center AI operations as primary growth engines.

AMD is constructing a comprehensive AI ecosystem that encompasses data center graphics processors, server central processing units, and strategic system-level collaborations.

Market participants frequently position AMD as a direct competitor to Nvidia and sometimes dismiss it as the inferior alternative. However, AMD’s investment thesis doesn’t require outperforming Nvidia entirely. The company simply needs to capture increasing market share within a rapidly expanding addressable market while maintaining healthy profit margins.

If AMD sustains its AI accelerator growth trajectory while preserving margin discipline, several analysts believe current valuations may prove significantly discounted when viewed retrospectively.

TSMC: The Essential Manufacturing Infrastructure Powering AI Innovation

TSMC produces the sophisticated semiconductor chips that power much of today’s AI economy. The foundry giant projects 2026 revenues will expand by nearly 30% when denominated in U.S. currency.

AI accelerator production represented a high-teens percentage of total 2025 revenue. Management forecasts this segment will grow at a compound annual growth rate in the mid-40 percent range during the five-year period beginning in 2024.

TSMC’s strategic position differs fundamentally from Micron or AMD. The company maintains diversification across products and customers rather than depending on any single offering or client relationship. As long as demand for leading-edge semiconductor manufacturing remains robust, TSMC occupies an irreplaceable position within the global supply chain.

The manufacturer operates production facilities throughout Taiwan, Japan, and the United States, with additional American expansion projects currently in development.

Final Thoughts

Micron, AMD, and TSMC have all delivered compelling financial results in their latest reporting periods. Each company maintains substantial exposure to AI hardware demand while demonstrating expanding revenues and improving profitability. The sustainability of these growth trends will largely depend on whether AI infrastructure investment maintains its current pace throughout the remainder of 2026 and beyond.

The post Three AI Chip Stocks Trading Below Their Potential: Micron (MU), AMD, and TSMC (TSM) appeared first on Blockonomi.

Key Takeaways

Plug Power shares have climbed approximately 25% year-to-date in 2026 after delivering stronger-than-anticipated quarterly results.

The hydrogen fuel cell maker reported an EPS loss of $0.06 compared to analyst expectations of a $0.10 loss, with revenues reaching $225.2M against forecasts of $217.4M.

Susquehanna upgraded its price target to $2.75 from $2.50 while maintaining a “neutral” stance, suggesting limited upside from current levels.

Wall Street consensus remains at “Hold” with a mean price target of $3.03; shares trade within a 52-week band of $0.69 to $4.58.

Emerging AI data center power requirements present a potential tailwind, though hydrogen’s economic viability at commercial scale continues to face scrutiny.

Plug Power’s recent trajectory has been turbulent. The stock touched a 52-week floor of $0.69 not many months ago, while the company continues to operate with a net margin of -229.83%. Against that backdrop, a 25% gain in 2026 represents a notable shift — despite shares hovering around $2.74.

The uptick was triggered by a quarterly report that exceeded Wall Street’s lowered expectations on critical fronts. The firm recorded a per-share loss of $0.06, narrower than the consensus projection of a $0.10 deficit. Quarterly revenues reached $225.2 million, surpassing analyst forecasts of $217.4 million. This marks substantial improvement from the $1.48-per-share loss delivered during the comparable period twelve months prior.

Investors took notice. PLUG shares advanced $0.15 to reach $2.80 during Thursday’s midday session, accompanied by trading volume of approximately 25.8 million shares — considerably lighter than the 90.9 million average, indicating the advance wasn’t fueled by retail speculation.

In response to the results, Susquehanna lifted its price objective from $2.50 to $2.75 while retaining a “neutral” recommendation. Wells Fargo similarly adjusted its target upward from $1.50 to $2.00 with an “equal weight” designation. BMO Capital Markets maintained its “underperform” rating alongside a $1.00 price target. The Street’s reception has been decidedly lukewarm.

The broader analyst landscape remains divided: 2 Strong Buy ratings, 2 Buy, 7 Hold, and 5 Sell recommendations. The consensus lands at “Hold,” with a mean price target of $3.03 — modestly above current trading levels but hardly suggesting explosive upside.

The AI Data Center Opportunity

A significant narrative developing around Plug Power involves hydrogen fuel cells as potential power solutions for AI data centers. U.S. electricity consumption, which remained essentially flat between 2005 and 2020, has resumed growth. Market analysts project 4% annual demand expansion through 2030, substantially driven by AI computing infrastructure. Data centers represented 4.3% of total U.S. electricity consumption in 2024. Projections suggest this proportion could reach 11.7% by decade’s end.

Plug Power’s value proposition centers on hydrogen fuel cells functioning as autonomous, dependable power systems for data centers — especially facilities in isolated locations seeking grid independence. Several AI infrastructure operators have faced criticism for overwhelming regional electrical grids, potentially making off-grid alternatives more appealing.

Estimates suggest up to $7 trillion may flow into data center construction between now and 2030. Even capturing a modest percentage of this expenditure could prove significant for a company with a $3.8 billion market capitalization. However, Plug Power’s confirmed contracts within this sector remain sparse at present.

Economic Viability Remains Unresolved

The fundamental challenge confronting hydrogen persists: economics. Most hydrogen production methods remain cost-prohibitive compared to alternatives when deployed at scale, and industry experts don’t anticipate this dynamic shifting within the next five years. The company also contends with competition from alternative emerging power technologies, including small modular nuclear reactors, which have already secured data center partnerships.

The company reports a gross margin of -3,409% and operates with a negative return on equity of -45.97%. Institutional shareholders control 43.48% of outstanding PLUG shares. Invesco expanded its stake by 40.2% during Q4, acquiring nearly 3 million additional shares.

On the insider front, Benjamin Haycraft divested 40,000 shares in January at $2.17 per share, trimming his holdings by 10.7%. The stock’s 50-day moving average stands at $2.14 with the 200-day at $2.39 — PLUG currently trades above both technical benchmarks.

Analyst projections call for full-year EPS of -$1.21 for the current fiscal year.

The post Plug Power (PLUG) Surges 25% After Earnings Beat — Can the Momentum Continue? appeared first on Blockonomi.

Ключевые моменты

Дипломатические переговоры между Вашингтоном и Тегераном завершились после 21 часа без соглашения в Пакистане

Разработка ядерного оружия оставалась центральной проблемой, согласно вице-президенту JD Vance

Президент Трамп поручил незамедлительно начать операции по морской блокаде в Ормузском проливе

Приблизительно 20% мировых поставок нефти и СПГ проходят через этот стратегический водный путь

Цены на энергетические товары ожидается, что вырастут, когда торговля начнется в понедельник

Дипломатические усилия между Вашингтоном и Тегераном завершились без решения в воскресенье в Исламабаде, Пакистан, так как 21 час интенсивных переговоров не привели к прорыву в основных разногласиях.

Key Takeaways

MO shares finished trading at $66.80, delivering 26.9% returns over 12 months and an impressive 91.9% gain across five years

Intrinsic valuation via DCF methodology reaches $99.44 per share, suggesting the stock trades at a 32.8% discount

Current P/E multiple of 16.12x falls short of the calculated Fair Ratio at 23.27x, indicating potential undervaluation

Company declared $1.06 quarterly dividend, translating to a 6.3% annual yield, with April 30 payment date

Wall Street maintains “Hold” rating with average price objective at $65.75

Altria Group (MO) has delivered impressive returns to shareholders recently. The tobacco giant’s shares settled at $66.80, representing year-to-date appreciation of 16.6% and a robust 26.9% advance over twelve months. Looking further back, the five-year return reaches 91.9%.

Such robust performance inevitably leads investors to wonder: is there more upside ahead, or has the rally exhausted itself?

MO shares began Friday’s session at $67.52. The 50-day moving average currently stands at $66.41, while the 200-day average tracks at $62.59. Over the past year, the trading range has extended from a low of $54.70 to a peak of $70.51.

The company’s fourth-quarter results showed earnings per share of $1.30, falling marginally short of analyst expectations at $1.32. Top-line performance fared better, with revenue reaching $5.08 billion versus the $5.02 billion consensus forecast.

Wall Street projects full-year earnings of $5.32 per share for the ongoing fiscal period.

Fundamental Analysis Indicates Discount to Fair Value

Utilizing a 2-Stage Free Cash Flow to Equity discounted cash flow framework, Altria’s fair value calculates to $99.44 per share. This assessment incorporates trailing twelve-month free cash flow of $9.11 billion, with projections reaching $9.31 billion by 2028.

Measured against the prevailing market price of $66.80, this methodology points to a meaningful 32.8% discount — flagging the stock as potentially undervalued.

Price-to-earnings analysis reinforces this conclusion. MO currently commands a 16.12x earnings multiple. While this exceeds the tobacco sector average of 12.27x, it trails the peer group average of 18.63x. Simply Wall St’s calculated Fair Ratio for Altria sits at 23.27x, further supporting the undervaluation thesis.

The company maintains a market capitalization of $112.85 billion, with a PEG ratio of 2.85 and beta of 0.41 — indicating lower volatility relative to broader equity markets.

Distribution Policy and Ownership Patterns

Management declared a $1.06 per share quarterly distribution, scheduled for April 30 payment. The ex-dividend date occurred on March 25. This translates to $4.24 annually and generates a 6.3% yield.

The current payout ratio registers at 103.16%.

Recent institutional activity shows Westbourne Investments establishing a fresh position valued at approximately $995,000 during Q4, acquiring 17,261 shares. Multiple other institutional players expanded holdings, including V Square Quantitative Management, Yarger Wealth Strategies, and Powers Advisory Group. MH & Associates Securities Management initiated a position worth roughly $2.72 million.

Institutional ownership currently represents 57.41% of outstanding shares.

Street Sentiment and Corporate Transactions

Wall Street opinion remains divided. UBS maintains a buy recommendation with a $74 price objective. Citigroup holds a neutral stance at $65. Barclays carries an underweight rating at $63. Jefferies assigns an underperform rating with a $50 target.

The aggregate consensus lands at “Hold” with a mean price target of $65.75 — marginally below current trading levels.

Regarding insider transactions, SVP Charles N. Whitaker disposed of 27,908 shares on March 5 at an average price of $67.57, generating proceeds of approximately $1.89 million. This sale reduced his holdings by 13.37%. His remaining position totals 180,869 shares.

Company insiders collectively control 0.08% of outstanding equity.

The post Altria Group (MO) Stock: Valuation Models Signal Upside Despite Mixed Analyst Sentiment appeared first on Blockonomi.

Key Takeaways

UNH shares gained 8.16% this past week, including a near-10% single-session surge

The Centers for Medicare & Medicaid Services approved a 2.48% rate increase for Medicare Advantage in 2027

Bernstein boosted its target price to $411 while maintaining a Buy recommendation

HSBC moved UNH to Hold; Baird analyst Michael Ha stands alone with a Sell rating

Despite the rally, UNH remains down approximately 7% this year and more than 50% off its 2024 high

UnitedHealth Group (UNH) experienced its strongest weekly performance in seven months, surging more than 8% following an unexpected Medicare Advantage payment increase from federal regulators.

The Centers for Medicare & Medicaid Services confirmed a 2.48% boost to Medicare Advantage reimbursement rates for 2027. This represented a substantial upgrade from preliminary guidance that had suggested rates would remain virtually unchanged.

The news triggered an impressive single-day rally approaching double digits. Market participants had been positioning for disappointing news, making the elevated rate an unexpected positive catalyst.

Medicare Advantage has served as a critical revenue driver for UNH throughout the past ten years. However, escalating healthcare expenses combined with constrained government reimbursements had begun compressing profitability, making this regulatory decision particularly significant.

Bernstein analysts responded swiftly following the announcement. The research firm elevated its UNH price objective to $411 while reaffirming its Buy stance.

According to Bernstein’s analysis, the CMS ruling transforms what appeared to be a potential 4% drag on 2027 profits into anticipated earnings expansion of approximately 1.4%. That represents a substantial turnaround.

On the same trading day, HSBC analyst Sidharth Sahoo elevated UNH to a Hold recommendation. While stopping short of a bullish call, the upgrade signals a recalibration of downside risks.

A Lone Dissenting Voice

The enthusiasm isn’t universal. Michael Ha from Baird maintained his Underperform stance, positioning him as the sole bearish voice among 31 sell-side analysts tracking the healthcare giant.

Ha contends the payment bump may provide only short-term relief. His analysis highlights that fundamental challenges facing value-based care frameworks remain unresolved.

That perspective deserves consideration. The Medicare Advantage segment continues facing a complex operating landscape, despite the favorable rate adjustment.

Long-Term Challenges Persist

UNH recently forecasted declining 2026 revenues — potentially marking its first annual sales decline in more than thirty years. Membership levels are projected to decrease across commercial, Medicare, and Medicaid segments.

Shares remain down roughly 7% year-to-date and trade over 50% beneath their 2024 peak. This week’s advance narrows those losses, but significant ground remains to be recovered.

Nevertheless, the consensus view on Wall Street leans positive. Among 31 analysts following UNH, 22 maintain Buy recommendations. The consensus 12-month price target implies approximately 17% potential upside from current trading levels.

Optum, UNH’s healthcare services division encompassing pharmacy benefit management and care delivery operations, continues offering earnings stability while the traditional insurance segment navigates obstacles.

Market participants are now focused on Q1 2026 results. Healthcare cost trends and any revised Medicare Advantage profitability outlook will be critical focal points.

The post UnitedHealth (UNH) Stock Soars 8% on Medicare Advantage Rate Increase – Can Momentum Last? appeared first on Blockonomi.

Key Takeaways

UNH shares gained 8.16% in the past week, featuring a near-10% single-session jump

CMS approved a 2.48% Medicare Advantage payment rate boost for 2027

Bernstein lifted its price target to $411 while maintaining a Buy recommendation

HSBC moved UNH to Hold; Baird’s Michael Ha stands as the only analyst with a Sell rating

The stock remains down approximately 7% in 2025 and over 50% from its 2024 high

UnitedHealth Group (UNH) experienced its strongest weekly performance in seven months, surging more than 8% following an unexpected Medicare Advantage reimbursement rate increase from federal regulators.

The Centers for Medicare & Medicaid Services confirmed a 2.48% boost to 2027 Medicare Advantage payment rates. This represented a significant upgrade from the agency’s initial proposal, which had projected rates would remain essentially unchanged.

The regulatory announcement triggered a substantial single-day rally approaching double digits. Market participants had anticipated a less favorable outcome, making the enhanced rate a welcome surprise.

For more than ten years, Medicare Advantage has served as a critical growth driver for UNH. However, escalating healthcare expenses combined with constrained federal reimbursements had begun compressing profit margins, making this decision particularly significant.

Bernstein responded swiftly to the development. The research firm increased its UNH price objective to $411 while reaffirming its Buy stance.

Bernstein’s analysis indicated the CMS ruling transforms what might have been approximately a 4% drag on 2027 profits into projected earnings expansion of about 1.4%. That represents a considerable shift in the financial outlook.

HSBC analyst Sidharth Sahoo elevated UNH to Hold on the announcement day. While not a strong buy signal, the upgrade reflects an improved risk-reward balance.

A Lone Dissenting Voice

The bullish sentiment isn’t universal. Baird’s Michael Ha maintained his Underperform stance, positioning himself as the sole analyst with a sell-equivalent recommendation among 31 firms tracking the company.

Ha contends the payment bump might only provide temporary relief. He pointed to persistent structural challenges facing value-based care frameworks that remain unresolved.

This perspective deserves consideration. The Medicare Advantage segment continues operating in a challenging landscape, despite the improved reimbursement environment.

Broader Context

UNH recently forecasted declining 2026 revenue — potentially marking its first yearly contraction in more than 30 years. Membership is projected to decrease across commercial insurance, Medicare, and Medicaid segments.

Shares remain down roughly 7% year-to-date and trade more than 50% beneath the 2024 peak. This week’s advance reduces those losses somewhat, but substantial distance remains to recovery.

Nevertheless, the analyst community leans positive overall. Among 31 firms covering UNH, 22 maintain Buy recommendations. The consensus 12-month price target suggests approximately 17% upside potential from present levels.

Optum, UNH’s healthcare services division encompassing pharmacy benefit management and direct care delivery, continues delivering earnings consistency while the traditional insurance operation faces challenges.

Market watchers are now focused on Q1 2026 results. Medical expense patterns and any revised Medicare Advantage profitability outlook will be critical focal points.

The post UnitedHealth (UNH) Stock Soars 8% Following Medicare Advantage Rate Increase — Can It Last? appeared first on Blockonomi.

TLDR:

Quantum Safe Bitcoin works within Bitcoin’s existing consensus rules, requiring no soft fork or miner signaling.

Each QSB transaction costs between $75 and $200 due to heavy off-chain GPU computation requirements.

QSB replaces ECDSA signature security with hash-based proofs that quantum computers cannot easily break.

Levy frames QSB as a last-resort emergency tool, not a substitute for long-term fixes like BIP-360.

A StarkWare researcher has introduced Quantum Safe Bitcoin (QSB), a hash-based scheme that makes Bitcoin transactions resistant to quantum attacks today, without requiring any changes to the protocol. 

The method works under Bitcoin’s existing consensus rules, needing no soft fork or miner signaling. However, the protection comes at a steep price — each transaction costs between $75 and $200, driven by intensive off-chain GPU computation.

Quantum Safe Bitcoin Requires No Protocol Changes

Quantum Safe Bitcoin (QSB) comes from StarkWare researcher Avihu Levy. The scheme enables quantum-resistant Bitcoin transactions on the live network today. Importantly, it works within Bitcoin’s existing consensus rules without requiring a soft fork.

Bitcoin currently secures transactions using ECDSA signatures. These are safe against classical computers but vulnerable to quantum attacks. A powerful enough quantum computer could theoretically derive a private key from a public key, compromising user funds.

QSB tackles this by replacing signature-based security with hash-based proofs. These work like tamper-proof mathematical fingerprints. Even advanced quantum computers would struggle to forge or reverse them.

The proposal improves on an earlier concept called Binohash. That system added extra computational layers but still relied on cryptography that quantum computers could break. QSB eliminates that weakness by moving security entirely to hash functions.

This puts QSB in direct contrast with BIP-360, the long-term quantum resistance proposal merged into Bitcoin’s improvement repository in February. 

BITCOIN MAY GO QUANTUM-SAFE WITHOUT ANY UPGRADE

A new proposal introduces “Quantum Safe Bitcoin (QSB),” designed to stay secure “even against powerful quantum computer running Shor’s algorithm.”

It works within Bitcoin’s current system (no fork needed), but is costly and not… pic.twitter.com/qgY3Q4eEFv

— Coin Bureau (@coinbureau) April 12, 2026

BIP-360 lacks a Bitcoin Core implementation and faces years of governance uncertainty. QSB bypasses all of that by working under rules that already exist.

Transactions Could Cost Up To $200 Each

The trade-off with QSB is significant. Generating a valid transaction means searching through billions of possible candidates using off-chain GPU computation. Levy estimates these costs between $75 and $200 per transaction, compared to Bitcoin’s current average fee of around 33 cents.

QSB transactions also cannot flow through Bitcoin’s standard mempool. Instead, users would need to route them directly to miners willing to include them. That alone adds friction that most everyday users are not equipped to handle.

Compatibility is another concern. QSB does not work with the Lightning Network and requires outsourcing computation to external hardware. Levy himself frames the scheme as a last-resort emergency tool, not an everyday payment method.

BIP-360 remains the preferred long-term path for quantum resistance on Bitcoin. However, Polymarket bettors give it low odds of activating this year.

Bitcoin’s governance track record backs that skepticism — Taproot took over seven years from concept to deployment. For now, QSB offers a costly but functional safety net if a quantum threat arrives before the protocol catches up.

The post Quantum Safe Bitcoin Emerges: A $200 Fix for Bitcoin’s Quantum Threat appeared first on Blockonomi.

Кратко:

Альткойны прорвались выше многолетнего падающего клина на графике TOTAL2, сигнализируя о потенциальном развороте тренда.

Индикатор MACD близок к бычьему пересечению, которое близко отражает настройку, наблюдаемую перед ралли альткойнов 2020 года.

Токены, включая Zcash, LayerZero, Ethena и Arbitrum, показали рост более 10% в течение одного 24-часового окна.

Более 40% альткойнов находились близко к историческим минимумам в марте, однако открытый интерес с тех пор вырос выше 113 миллиардов долларов.

Сезон альткойнов 2026 года показывает технические сигналы, которые не наблюдались с 2020 года. Прорыв многолетнего падающего клина на графике TOTAL2, в сочетании с надвигающимся бычьим пересечением MACD, привлекает внимание аналитиков.

Основные выводы

Акции Exxon Mobil упали примерно на 1,6% в пятницу, начав сессии на уровне $152,43, что отмечает примерно 10% снижение в апреле после сильного роста на 41% в первом квартале.

Цены на нефть упали примерно на 16% после того, как развитие перемирия снизило опасения по поводу Ормузского пролива, устранив геополитическую риск-премию, которая поднимала акции XOM.

Участок Стеброк в Гайане содержит примерно 11 миллиардов баррелей оценочных запасов и, как ожидается, превысит 1 миллион баррелей в день до конца 2026 года.

TLDR

Акции Robinhood упали на 1,33% в пятницу, завершив сессию на $69,19

Брокерская компания расширяет свои предложения на рынке прогнозов, устраняя некоторые категории высокорисковых контрактов

Контракты «Упоминания на рынках» — ставки на конкретные слова в публичных речах — были прекращены из-за злоупотреблений и рисков манипуляций

Компания сотрудничает с регулируемыми американскими платформами Kalshi и ForecastEx вместо основанных на криптовалюте конкурентов, таких как Polymarket

Генеральный директор Влад Тенев описал рынки прогнозов как «самый быстрорастущий бизнес компании» в 2025 году, с 12 миллиардами заключенных контрактов

Основные выводы

Акции Intel выросли примерно на 70% с начала 2026 года

Чиповый производитель укрепил свое сотрудничество в области облачных вычислений и ИИ с Google, сосредоточив внимание на процессорах Xeon следующего поколения

Intel стала частью инициативы Элонa Маска Terafab, объединив усилия с SpaceX, xAI и Tesla

Компания представила инновацию в области чиплетов на основе нитрида галлия (GaN) одновременно с раскрытием Terafab, что предполагает стратегическое соответствие требованиям SpaceX

Мнение аналитиков остается нейтральным с рейтингом Hold и консенсусной ценовой целью в $50.83 — примерно на 19% ниже текущих уровней торгов

Кратко:

Генеральный директор Coinbase Брайан Армстронг публично изменил свою позицию в поддержку Закона CLARITY после месяцев противодействия.

Государственный секретарь США Скотт Бессент призвал Конгресс быстро принять правила регулирования цифровых активов.

Юридический директор Coinbase Пол Гревал предсказал значительный прогресс Закона CLARITY в течение 48 часов после своего заявления.

Банки и криптокомпании продолжают спорить по поводу вознаграждений за стейблкоины, что задерживает законопроект с января 2025 года.

Регулирование криптовалют по Закону CLARITY близится к поворотному моменту. Генеральный директор Coinbase Брайан Армстронг изменил свое многомесячное противодействие законопроекту и публично поддержал законодательство вместе с государственным секретарем США Скоттом Бессентом.

Ключевые моменты

SiFive secured $400 million in funding at a $3.65 billion valuation

Nvidia participated alongside Apollo, Point72, T. Rowe Price, and other investors

Atreides Management spearheaded the investment round

SiFive предоставляет лицензии на архитектуры чипов RISC-V с открытым исходным кодом без производства чипов

Вырученные средства будут направлены на разработку архитектур ЦП, адаптированных для приложений центров обработки данных ИИ

Компания по проектированию чипов SiFive, расположенная в Кремниевой долине, была основана в 2015 году и успешно завершила раунд финансирования на сумму $400 миллионов, что ставит оценку фирмы на уровне $3.65 миллиардов. Этот раунд финансирования привлек больше интереса со стороны инвесторов, чем компания изначально ожидала, что привело к переподписанному предложению.

Краткое содержание:

Количество переводов Ethereum увеличилось с 855,444 до 1,34 миллиона, что составляет рост на 56,9% за один месяц.

Цена ETH упала примерно на 3% после приостановки переговоров США и Ирана, почти протестировав зону поддержки в $2,200.

Покупатели защитили диапазон $2,150–$2,200, сохраняя более широкую бычью рыночную структуру на данный момент.

Аналитики установили краткосрочные цели по повышению на уровне $2,310, $2,339 и $2,386 с подтвержденной длинной позицией.

Данные о росте числа переводов Ethereum ETH привлекают внимание в криптопространстве. За последний месяц сеть обработала впечатляющий рост на 56,9% в количестве переводов, увеличившись с 855,444 до 1,34 миллиона.

Кратко:

Исследователи блокчейна отметили кошельки, которые постоянно направляют большие партии ONDO на адреса депозитов CEX.

Binance, Gate и Coinbase — это три централизованные биржи, получающие отмеченные переводы ONDO.

Скоординированный шаблон маршрутизации кошельков указывает на либо одно юридическое лицо, либо группу, действующую совместно.

ONDO торгуется по цене $0.24, где увеличенное давление со стороны продавцов может проверить ключевые уровни поддержки токена.

ONDO, стоимость которого составляет $0.24 на момент написания, привлекает повышенное внимание со стороны исследователей блокчейна. Сеть кошельков была идентифицирована как постоянно направляющая большие партии токенов на адреса депозитов централизованных бирж.

Кратко:

Регламенты VASP Кении 2026 года реализуют Закон о поставщиках виртуальных активов, охватывающий правила лицензирования криптовалют.

Правила защиты прав потребителей требуют четкого раскрытия рисков, прозрачного ценообразования и строгой сегрегации активов клиентов.

Меры по обеспечению целостности рынка устанавливают нулевую толерантность к манипуляциям, внутренней торговле и ложной торговле на всех платформах.

Национальное казначейство, Центральный банк Кении и Управление по рынкам капитала совместно будут контролировать соблюдение VASP.

Регулирование поставщиков виртуальных активов в Кении приблизилось к принятию закона. Национальное казначейство недавно завершило общественное участие в проекте Регламента VASP 2026 года.

Краткое содержание:

Джастин Сун, крупнейший частный инвестор WLFI с $75M, утверждает, что его кошелек был занесен в черный список без предварительного уведомления или раскрытия информации.

Скрытая функция смарт-контракта якобы дала World Liberty Financial одностороннюю власть замораживать активы любого держателя токенов.

Сун оспорил голосования по управлению WLFI, утверждая, что ключевая информация была скрыта, и команда предопределила результаты.

Сун потребовал немедленного разблокирования своих токенов и призвал WLFI восстановить доверие через полную прозрачность и целостность.