以太坊 · 30102

Grayscale: New US SEC regulations may benefit ETH, SOL, and BNB; on-chain issuance will drive the return of value

Comparatively, according to Bitcoin.com, Grayscale Research Director Zach Pandl pointed out in the analysis report that if the SEC's proposed new regulation of crypto assets (Crypto Assets) is finally implemented, Ethereum, Solana, and BNB Chain may become the main beneficiaries. The proposal establishes two exemption routes: projects with financing under $5 million can be exempted from registration for 4 years, projects with financing under 75 million US dollars can be exempted from registration for 1 year, and a conditional safe haven. The aim is to provide a clear domestic compliance path for the issuance of crypto assets and reduce issuers' motivation to operate overseas. Pandl pointed out that tokenized financing was previously blocked due to vague regulations. If the new regulations stimulate issuance activities, it will bring more US issuers and investors to go online and drive value back to underlying networks and native tokens such as ETH, SOL, and BNB. The proposal is still in the comment phase, and the final rules may be adjusted due to public comments and SEC review, and larger network activity does not guarantee a rise in the token price. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

4h agoburnking

Bitmine's Ethereum holdings and losses narrowed to $54.08 billion

According to the latest Bitmine holdings data, the treasury company holds a total of 5,815,164 ETH at an average cost of $3,366. If you calculate the current price of ETH at $2,436, the current floating loss of its total holdings has narrowed to 5.408 billion US dollars. Previously, the loss surpassed 10 billion US dollars.

6h ago

The Sandbox confirms SAND cross-chain bridge vulnerability: Base and BSC networks are affected, and cross-chain functionality has been suspended

Comparing news, The Sandbox officially stated that the team has confirmed and fully controlled the recent SAND cross-chain bridge vulnerability incident involving the Base and BNB Smart Chain (BSC) networks. Officials say the impact of this incident was limited, involving less than 0.01% of SAND's total supply of tokens. SAND on Ethereum (Ethereum) and Polygon is unaffected, user wallets have not been compromised, and relevant coin holders and liquidity providers are not required to take action. According to reports, attackers have minted unsecured SAND tokens on the Base and BSC networks through exploits. Currently, The Sandbox has shut down the SAND cross-chain feature of the two networks, and SAND on Base and BSC have been isolated and cannot be transferred or exchanged for the time being. The Sandbox reminds users not to buy, sell, or trade SAND on the Base and BSC networks as liquidity on these networks has been affected. The team said it has completed a pre-incident snapshot and is formulating a compensation plan for affected liquidity pool (LP) users, while continuing to investigate the scope of impact of the vulnerability. A full incident report and technical review will be released later.

7h ago

Ma Ji lost $2 million in 80 minutes and held 888.88 BTC orders and 191,000 ETH orders

Comparative news, according to TradingBeats (formerly Hyperinsight) monitoring, Ma Ji's older brother Huang Licheng's recent trading performance has drastically reversed. After nearly 500 liquidations, the account grew $152,000 to over $10 million in just 3 days. However, in the short-term crypto dive market that occurred in the past 2 hours, the balance of assets in its account was reduced from $12.8 million to $10.8 million within 80 minutes, with significant volatility. Currently, it still holds 888.88 BTC orders and 191,000 ETH orders, of which Bitcoin lost 470,000 USD and Ethereum lost more than $2.17 million.

8h ago
[Comparative Daily News Picks] Anthropic plans to include anti-AI sentiment as the main risk factor in the prospectus; Strategy's stock price hit a two-month high, and STRC returned above $96; Bernstein: Even if the “Clarity Act” is not passed, the SEC and CFTC will speed up rule-making; Dalio: The US debt crisis may break out within three years, and it is recommended to increase gold holdings

[Comparative Daily News Picks] Anthropic plans to include anti-AI sentiment as the main risk factor in the prospectus; Strategy's stock price hit a two-month high, and STRC returned above $96; Bernstein: Even if the “Clarity Act” is not passed, the SEC and CFTC will speed up rule-making; Dalio: The US debt crisis may break out within three years, and it is recommended to increase gold holdings

Daily AI · Crypto · Macro · Market Highlights, Bitpush helps you set priorities ↓ AI · News [Anthropic plans to include anti-AI sentiment as the main risk factor in the prospectus]. According to CNBC, Anthropic is expected to list the public's negative sentiment about artificial intelligence and data centers as a risk factor in the IPO prospectus to be released in the next few weeks. According to people familiar with the matter, Anthropic recently held a pre-listing “market trial” meeting with bankers and investors. Investors focused on competitive pressure, the impact of open source models on profit margins, and the risks that may be brought about by a slowdown in data center construction. Anthropic is currently valued at close to $1 trillion in the private equity market and is preparing to hit a major IPO. However, as Americans' concerns about AI replacing employment and data center expansion heat up, the related backlash sentiment is becoming a new challenge facing the company's listing. The company has previously achieved an annualized revenue operating rate of more than 65 billion US dollars. [Apple cuts Siri and Vision Pro team positions, and resources shift to AI and new devices] Compared to news, Apple (AAPL.O) is laying off employees from various teams responsible for Siri's digital assistants and Vision Pro headsets. The total impact of this layoff is more than 200 people. Of these, about 100 jobs in the Vision Pro department have been abolished, and about 100 other positions in the Siri and software teams have been cut. The move is part of the company's efforts to focus resources on new devices and artificial intelligence. People familiar with the matter said that in this adjustment, Apple has basically shut down a team dedicated to the Vision Pro game business, while also reducing the size of the department responsible for producing immersive video content for the device. Apple admitted in a statement that the company is making adjustments to some teams “to drive business development and provide the best experience for users.” [Castle Securities: Over 80% of the overall risk in the Situational Awareness Fund portfolio has been divested] According to the Financial Times, Castle Securities founder Ken Griffin responded to the company's acquisition of Situational Awareness assets under Leopold (Leopold) in a letter to clients on Friday. According to a letter obtained by CNBC, Griffin told clients that Castle Securities had divested more than 80% of the overall risk in the original purchased portfolio by conducting more than 100 major transactions (with a market value of more than $4 billion). In his letter, Griffin wrote, “A transaction of this scale would not have been possible without the full cooperation of the transaction teams and lead brokerage teams of the banks serving the two companies. I am very grateful for their dedicated efforts to complete the portfolio transfer quickly.” Griffin also confirmed that the company's flagship multi-strategy fund, the Wellington Fund, had a return of 5.94% in July, which is the fund's best monthly performance since 2022. [AI cloud company Nscale seeks to raise 3 billion US dollars in US IPOs] In comparison, AI cloud company Nscale is reportedly seeking to raise 3 billion US dollars in a US IPO. In the crypto market [Strategy stock price hit a two-month high, STRC returned above $96], the Bitcoin treasury company Strategy (MSTR) stock price rose to a two-month high today as the Bitcoin price briefly broke through $79,400. It broke through $120 during the intraday period, then partially regained its gains. Meanwhile, the price of STRC, Strategy's preferred stock product, also surpassed $96 for the first time since June. Previously, STRC's price once fell below $70 due to concerns about its ability to pay dividends and the ability of the stock price to maintain the $100 target for a long time. [Bernstein: Even if the Clarity Act is not passed, the SEC and CFTC will speed up rulemaking] Comparing news, the Bernstein analyst team led by Gautam Chhugani released a report stating that regardless of the procedural voting results of the “Clarity Act” on September 15, the certainty of US crypto regulation is expected to increase. They expect the SEC and CFTC to accelerate rulemaking in areas such as native crypto asset issuance, tokenized stocks, perpetual futures, computing power derivatives, and predictive markets. This regulatory clarity of expectations has become one of the broader supporting factors in the crypto market. 【A...

15h agoBitpushNews#Compare Daily Picks

Bitmine became the US stock listed company most sensitive to the price of ETH, and its correlation surpassed that of Coinbase

In comparison, Ethereum treasury company Bitmine posted an article on the X platform stating that the company has become the company with the highest correlation with the price of Ethereum (ETH) among large US listed companies. Among large US stocks, the correlation between BMNR and ETH price trends exceeds that of other crypto concept stocks, and the crypto trading platform Coinbase (COIN) ranked second. The analysis points out that as institutional investors gain exposure to crypto assets indirectly through listed companies, the trend of “crypto treasury stocks” such as BMNR is increasingly being affected by the price of underlying digital assets. Compared to traditional crypto trading platform stocks, Bitmine's business model makes its stock price more sensitive to ETH price fluctuations. However, the market also warned that the high correlation between BMNR and ETH means that its stock price is not only affected by the company's operating conditions, but may also amplify the risk of fluctuations caused by rising or falling Ethereum prices.

1d ago

CFTC Chairman: If Congress continues to shelve the Clarity Act, it will push for a regulatory framework for the crypto market

Comparatively speaking, Michael Selig, chairman of the US Commodity Futures Trading Commission (CFTC), said that if the Clarity Act continues to stagnate due to Democratic obstruction, the CFTC will use its existing authority to begin establishing a crypto asset market supervision system and require staff to quickly advance formal rule proposals. Selig has asked staff to look into incorporating the digital asset market structure into CFTC rules, and existing CFTC registrars and currently unregistered crypto exchanges may be included in the scope of regulation. Rules tailored to digital assets may allow leveraged and margin trading. The net inflow of Bitcoin ETF was $606 million, a single-day high since May 1; the net inflow of the Ethereum ETF was $219 million, a new high since September 2025. Over the past 24 hours, the amount of short liquidations in the crypto market has surpassed $1.2 billion, and is close to $5 billion in the past two days.

1d ago