技术 · 32567

Grayscale: Bitcoin's current price may provide a favorable entry point for long-term investors

Comparing news, Zach Pandl, head of Grayscale Research, wrote that investors are generally not advised to try to choose a time, but judging from the three aspects of structural adoption trends, market cycles, and macro risks, the current Bitcoin price may provide a favorable entry point for investors with a long-term investment perspective. Grayscale believes that the continued growth of government debt, the expansion of the application of blockchain technology in financial services, and intergenerational changes in portfolio construction indicate that the long-term adoption trend of Bitcoin is still stable. Currently, the current Bitcoin bear market has continued for about 10 months. Previously, the bear market usually lasted 11 to 12 months, and the market may have entered the late stage of the bear market. The macroeconomic environment remains a major source of uncertainty. If the Federal Reserve raises interest rates recently, Bitcoin may fall further; if interest rates are not raised, the market may have hit the bottom. Grayscale indicates that structural adoption, cycle position, and overall macro outlook are currently relatively favorable, but future performance is still uncertain.

1m ago

Keeta wrote to hackers after the attack: Returning funds within 72 hours is exempt from liability

Comparing news, regarding the recent attack on the public payment chain Keeta, Keeta Network CEO Ty wrote to the attackers saying that the investigation had made substantial progress and that evidence that could identify the attackers had been collected. This includes information such as IP addresses related to the attack and infrastructure information such as VPNs and VPS used, user agents and technical environments that initiated unauthorized requests, relevant email addresses, and software and infrastructure service providers used. Relevant evidence has been saved and submitted to relevant parties. The attackers are required to return all funds obtained from this attack within 72 hours, and KTA, ETH, or USDC are accepted for repayment. If the funds are returned in full, they are willing to give a certain reward and resolve the matter without legal liability. All rights to pursue legal and financial claims will be reserved if the return is overdue. Ty previously posted that the root cause of the security incident has been confirmed and the patch is being tested. This issue is an isolated issue with the affected component and does not affect Keeta's anchor system or any external connectivity systems. None of the KTAs on Base were affected. The Keeta mainnet will continue to be read-only until the patch is fully tested and appropriate additional safeguards are in place before full operation is restored. The team is actively evaluating the best practices to fully reimburse all affected users.

1m ago#On-chain dynamics

South Korea plans to open virtual asset accounts to about 3,500 companies, and the central bank plans to test AI proxy deposit tokens by the end of 2026

Comparing news, Factblock CEO and Korea Blockchain Week organizer Andrew Park said that the Korean crypto market is shifting from being driven by retail transactions to institutional digital finance. The focus of global financial institutions and enterprises has moved from tokens, exchanges, and prices to escrow, tokenization, stablecoins, payment and settlement infrastructure, and regulatory compliance. The Korea Financial Services Commission has proposed a framework to open corporate virtual asset accounts to approximately 3,500 listed companies and registered professional investors. The National Assembly of Korea has officially passed amendments to the Electronic Securities Act and the Capital Markets Act to incorporate tokenized real-world assets and security tokens into a unified legal framework. The Bank of Korea has completed initial testing of the Project Hangang real-world deposit token project and plans to conduct the second phase of institutional testing in late 2026. Related technical experiments have used wholesale deposit tokens to allow AI agents to execute automated conditional transactions. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

8h agoburnking

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.

11h ago

Trump's 50% tariff hits Canada, and the Carney administration accelerates the reduction of economic dependence on the US

Comparatively, US President Trump's 50% tariff on some Canadian goods came into effect this week, once again intensifying trade tension between the US and Canada, pushing the Canadian government to speed up the search for alternative markets, expand domestic trade, and promote large-scale infrastructure projects to reduce dependence on the US economy. Currently, about 70% of Canada's exports go to the US, and the economies of the two countries are highly tied. The tariff measures previously imposed by the United States on the automobile, steel, aluminum, and timber sectors have put pressure on the Canadian manufacturing industry, leading to some job losses and a slowdown in economic growth. Canada's economy even contracted for two consecutive quarters this year, falling into a technical recession. The latest round of 50% tariffs involves about 20 billion US dollars of Canadian exports to the US, accounting for about 5.5% of Canada's total exports to the US, covering products such as hockey sticks and cement. Canadian Prime Minister Mark Carney said that Canada will take equal tariff countermeasures to protect domestic enterprises and employment. The market is concerned that Trump previously refused to renew the US-Mexico-Canada Agreement (USMCA) exemption arrangement, bringing the trade agreement into the annual review stage. Analysts believe that the removal of some trade protections by the US may lay the risk of further expanding tariff measures. Faced with trade pressure, the Carney administration is promoting economic diversification. In recent years, Canada has strengthened economic and trade cooperation with China, India, Saudi Arabia and European countries, and promoted the expansion of exports to non-US markets. According to the data, Canada's exports to non-US markets increased by 11% in 2025, reaching 33% at one point, the highest level in more than 40 years. Furthermore, Canada is strengthening its domestic economy, including reducing inter-provincial trade barriers, promoting port expansion, developing critical mineral resources, and supporting energy infrastructure construction. The government plans to invest 115 billion Canadian dollars (about 83 billion US dollars) in infrastructure funds over the next few years, and a defense budget of 82 billion Canadian dollars.

12h ago

Tencent's chip leader Gao Jianlin left his job and started a business to target the RISC-V high-performance AI CPU circuit

According to MaxForAI, according to MaxForAI, the core head of Tencent's chip research and development, has recently left Tencent and started a business. He plans to develop high-performance CPUs based on the RISC-V architecture around high-performance AI servers and agentic AI (intelligent AI). Gao Jianlin is regarded as one of the early core promoters of Tencent's self-developed chip system. According to data, he formed an FPGA hardware team within Tencent in 2013, began setting up AI chip research and development in 2018, established the Penglai Laboratory in 2020, and promoted Tencent's development of various AI chips and data center deployment. This startup focuses on CPUs rather than the currently competitive AI GPU market. According to the report, Gao Jianlin believes that with the rapid development of Agentic AI, the AI inference process will involve model call, tool execution, search, database interaction, and large-scale task scheduling, and the CPU will assume a more important scheduling and control role in the AI system. According to reports, Gao Jianlin was involved in RISC-V related research and development during his time at Tencent, and participated in various technical directions such as chip architecture, verification, and back-end. Its new company plans to build high-performance server CPUs based on the open instruction set RISC-V to enter the AI infrastructure market. Currently, the name of Gao Jianlin's new company, financing conditions, and specific product launch dates have not been disclosed. The market is concerned about whether it will become another emerging force in the field of AI chips in China targeting server CPUs and smart body infrastructure.

12h ago

Coinbase adds CP, BASECAT, DRB, POD, and GRASS to the listing roadmap

According to the official website of Coinbase, Coinbase updated its asset listing roadmap, adding Cluster Protocol (CP), Basecat (BASECAT), DebtRelievBot (DRB), Dolphin (POD), and Grass (GRASS). Among them, CP, BASECAT, DRB, and POD are base chain assets, and GRASS is Solana network assets. Coinbase said that inclusion in the roadmap does not mean that trading has been officially opened; the relevant assets must meet conditions such as market-making support and technical infrastructure before starting the transaction.

19h ago

STS Digital CEO: Crypto prices are still in the cold winter, and institutional adoption is already in the middle of summer

Comparative news, according to The Block, Maxime Seiler, CEO of crypto options market maker STS Digital, said that there is a divergence between crypto asset prices and institutional adoption. He said, “From the price point of view, we are still in the crypto winter, but from the institutional side, we are already in the middle of summer.” Seiler said that institutions are using more underlying technology, and capital does not necessarily flow into tokens, so technology adoption is not fully reflected in currency prices. He also pointed out that the Bitcoin futures base has converged from an annualized 20% to 30% of the 2021 cycle to close to risk-free interest rates, and is more stable than the previous cycle, partly due to the fact that the dollar has a deeper channel into and out of the crypto market.

1d ago

Analysis: Gold may break out of the Q2 collapse, and structural support and core catalysts are in place

Comparing news, the price of gold experienced a sharp sell-off after hitting a record high of nearly 5,600 US dollars earlier this year. In the three months to June, gold recorded its worst quarterly performance since 2013, and the current continuous rebound is quickly repairing this technical gap. Driven by a combination of factors, gold is expected to break out of the haze of having previously recorded its worst quarterly performance in ten years. In a two-way game of long-term structural deficits and short-term pullbacks, Wall Street is anchoring the gold price target for the next 12 months at 5,400 dollars. Despite long-term structural factors that are biased towards optimism, many analysts warned that gold will still face significant macroeconomic resistance and potential pullback pressure in the short term. (CNBC)

1d ago

Analyst: Bitcoin has hit the long-term downward trend line and the 21-month EMA moving average. Only by stabilizing the current resistance line can confirm the bull market

Comparing news, crypto analyst Rekt Capital released a Bitcoin technical chart analysis indicating that Bitcoin is experiencing resistance from a macro-level downward trend line, which is in line with the 21-month EMA moving average. Rekt Capital believes that if Bitcoin is blocked in this fitted resistance area, it may find support at the 50-month EMA moving average (purple). Overall, Bitcoin needs to turn these two macro EMAs back into new support levels and break through the macro downtrend line to confirm a new round of bull market. Rekt Capital is a senior cryptographic technology analyst with 560,000 followers on the X platform. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

1d agoburnking