矿机 · 2473

ZEC has increased 20 times in a year, and the strongest privacy coin favors the intensive catalytic market

Comparative news, according to HTX market data, ZEC rose above 833 US dollars for a short time this morning to set a new historical record. The increase reached 67% in the past 7 days, 230% in the past 180 days, and 1970% in the past year. Recent major benefits include: · Grayscale submitted the fourth S-3 amendment, promoted the conversion of Zcash Trust into a spot ETF (pseudo ticker ZCSH), and disclosed that DCG subsidiaries were in non-binding discussions to inject about 200,000 ZEC (worth about $110 million at the time). · Cypherpunk Technologies, supported by Winklevoss, launched the world's largest ZEC mining cluster, controlling about 18% of the entire network's computing power and continuing to increase the ZEC treasury. · The Ironwood Network Upgrade (NU6.3) has been launched to fix previous Orchard privacy pool vulnerabilities, strengthen the security and verifiability of the shielded pool, and promote capital migration and restoration of ecological confidence. Combined with rising privacy narratives and market bearish pressure, ZEC has become one of the strongest performing privacy coins in this round. Currently, the price is still in a high fluctuation range.

19h ago

Analysis: 8 of the 12 Bitcoin capitulation indicators have been triggered, but historical data has yet to show bottom confirmation

Comparing news, crypto asset management company VanEck's latest report shows that Bitcoin is currently releasing a “capitulation signal” similar to the end of the historical bear market, but the data indicates that the bottom of the market has not been fully confirmed. VanEck said that of the 12 Bitcoin market capitulation indicators currently being tracked, 8 have entered extreme regions, and 12 indicators have also reached trigger levels in the past three months. These indicators mainly measure market pressure factors such as Bitcoin price retracement, miner profitability, and the loss ratio of coin holders. However, historical performance did not show that these signals meant that a short-term bottom had formed. VanEck data shows that when 8 to 12 indicators are triggered simultaneously in history, Bitcoin's average return over the next 90 days is about 12.8%, and the 180-day average return is about 32%, all lower than Bitcoin's long-term average (15.2% for 90 days and 36.3% for 180 days). The relevant signals only showed a comparative advantage over a one-year cycle. Bitcoin is currently down about 49% from its record high in October 2025. The price has recently fluctuated in the range of $62,300 to $66,500. The actual 30-day volatility has dropped to 27.2%, far below the long-term average of about 80%. Miner pressure is still an important risk factor in the current market. The daily revenue of the Bitcoin network fell by about 46% compared to last year, and mining difficulty fell 18.3% from the peak in November 2025, which is one of the biggest declines since China's mining ban in 2021. Some inefficient mining machines have withdrawn from the market. VanEck believes that the current capitulation index is more suitable as a tool to determine the market cycle position rather than a short-term bottoming signal. Investors should pay more attention to cycles of one year or more based on these indicators rather than expecting an immediate strong rebound within the next few months. (CoinDesk) This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

3d agoburnking

Cypherpunk Mining acquires Winklevoss assets to become the largest Zcash mining company

According to Twitter, Cypherpunk Mining announced its official launch, and its 4.2 GSol/s Equihash computing power deployed in the US has made it the world's largest Zcash miner. The company signed a $333.3333 million asset acquisition agreement with Winklevoss Capital to receive its Bitmain Z15 Pro mining fleet previously deployed across the US. Currently, it produces about 7,800 ZEC per month, and has achieved cash flow. Cypherpunk claims that the current electricity revenue per unit of Zcash mining is about twice that of AI computer room hosting and three times that of Bitcoin mining, and that equipment capital expenditure is far lower than AI infrastructure. The company has no debt and plans to gradually integrate vertically into data centers and power assets.

4d ago

Canaan Technology produced 46 BTC in July and held 1,917 BTC and 3,952 ETH

Comparing news, Bitcoin mining machine manufacturer Jianan Technology released Bitcoin mining operation data for July. 46 BTC were mined in July, and the balance sheet held 1,917 BTC and 3,952 ETH as of the end of the month. The average energy efficiency of non-joint venture mines in North America was 17.9 J/TH, the global operating computing power reached 14.24 EH/s, and the installed computing power was 14.89 EH/s. The comprehensive electricity cost for the month was approximately $0.043 per kilowatt-hour. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

5d agoburnking

Canaan Technology unearthed 46 bitcoins in July, and Bitcoin reserves reached 1,917

Comparatively, Jianan Technology released an unaudited Bitcoin mining update as of July 31, 2026, which revealed that 46 bitcoins were mined in July. By the end of the month, cryptocurrency reserves reached 1,917 bitcoins and 3,952 ethers. In the overall mining business, the average energy efficiency of the North American non-joint venture fleet remained at 17.9 J/TH. The operating computing power of the joint venture steadily increased to 4.2 EH/s at the end of the month in Alborz, and the installed computing power reached 4.85 EH/s. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

5d agoburnking

AI stock god Leopold's pre-thunderstorm positions revealed: SanDisk and Micron two stocks account for half

According to the latest disclosure documents from the US SEC, the Situational Awareness LP under AI stock god Leopold Aschenbrenner submitted 13F-HR on August 14, 2026, which revealed a snapshot of open positions prior to the July liquidation crisis. According to this 13F information sheet, Situational Awareness reports that the total declared value of positions is about US$20.04 billion. Among them, positions are highly concentrated: SanDisk is about US$5.674 billion, accounting for about 28.0%; Micron is about US$5.574 billion, accounting for about 27.5%. The total of these two storage chain labels alone is over $112 billion, accounting for about 55.5% of the combination. In addition to memory chips, the portfolio also re-invests in AI infrastructure and computing power chains: Bloom Energy approximately US$1,899 million, TSMC ADR approximately US$1.65 billion, Nebius approximately US$1.23 billion, CoreWeave approximately US$745 million, and Scientific Core approximately US$666 million. The document also shows that it holds targets related to data centers, electricity, and Bitcoin mining companies such as Applied Digital, IREN, Riot Platforms, and CleanSpark. This pre-thunderstorm ledger presents a set of deals that are highly betting on AI computing power bottlenecks: storage, foundry, cloud computing power, electricity, data centers, and mining infrastructure are bundled in the same direction. At the end of July, it was reported in the market that Situational Awareness was forced to sell most of its open stock positions due to falling AI-related stocks and leverage pressure. Eventually, Citadel took over the problematic stock portfolio, and the market had concerns about the fund's turmoil before. Based on this position, Leopold crushed multiple volatile assets in the AI infrastructure chain into the same super-crowded deal. When AI transactions go smoothly, it's like a myth; when chips, computing power, and power chains retreat together, leverage can quickly turn the myth into an accident. However, it should be emphasized that 13F only discloses US listed securities and some options as of June 30, and does not disclose intraday transactions, the full picture of the bears, the financing structure, and sales after June 30.

7d ago

256 Foundation Audits Bitcoin Miner Firmware and Uncovers Third-Party Risks

Comparing news, Bitcoin News posted on the X platform that the 256 Foundation has launched the 256 Red Team security project to audit ASIC miner firmware through reverse engineering, real-time traffic capture, and share-level reconciliation. The team said 41 issue reports have been submitted for the original Bitmain firmware as well as third-party firmware such as LuxOS, VNISH, and Braiins OS. Issues discovered include unauthenticated factory APIs, paths to obtain root privileges, default credentials, built-in vendor SSH keys, and updates that cannot verify the installed content. After decompiling the Bitmain mining daemon and checking the real-time connection, the researchers said that they found no evidence of computational power interception, remote termination switches, or hidden beacons in the original Bitmain firmware; related hidden dangers were mainly concentrated in third-party “optimized” firmware. The researchers have submitted 3 responsible disclosures to VNISH, Luxor, and Braiins, and have given each party 30 days to respond, after which it will be publicly disclosed. MicroBT, Canaan, Auradine, Bitdeer, and ePic will be subject to subsequent audits.

8d ago

Bitcoin's hard fork chain BIP-110 has identified BLAKE2b as a new POW algorithm that can be mined using normal CPU/GPU

Comparing news, Luke Dashjr has used random methods to determine that BLAKE2b will be the new POW algorithm for the BIP-110 chain, looking forward to the SHA-256d algorithm currently used by Bitcoin. Compared with SHA-256d, Blake2b is more suitable for mining using a general-purpose CPU/GPU, and is more CPU-friendly, which can reduce the advantages of existing Bitcoin ASIC miners. According to previous news, Luke Dashjr plans to officially implement the BIP-110 hard fork on September 1, making it an independent blockchain and creating a new token different from Bitcoin. Luke Dashjr has been revoked from the Bitcoin BIP editorial team.

10d ago#On-chain dynamics

BitFuFU produced 112 bitcoins in July, and total computing power dropped to 14.2EH/s

In comparison, Bitcoin miner and mining service provider BitFUFU Inc. (NASDAQ: FUFU) announced unaudited Bitcoin production and operation metrics for July 2026. According to the data, the company produced 112 bitcoins in July (including 40 for cloud mining and 72 for self-operated mining), with an average daily production volume of 3.6, all declining month-on-month; Bitcoin holdings fell from 1,671 in June to 1,314, which the company said was mainly due to early payment of new computing power fees that will start in August 2026 and continue for 330 days. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

15d agoburnking

Trump-affiliated mining company American Bitcoin recorded a record output in the second quarter, and losses narrowed

Comparatively, American Bitcoin, a US listed Bitcoin mining company, announced financial results for the second quarter. Driven by the increase in mining production, the company's quarterly output reached a record high, revenue growth, and net loss narrowed compared to the previous quarter. According to the data, American Bitcoin mined 932 bitcoins in the second quarter, driving an 8% year-on-year increase in mining revenue to $67 million, up from $62.1 million in the first quarter. The company's net loss was $57.2 million, a significant decrease from $81.8 million in the first quarter. American Bitcoin was co-founded by Eric Trump (Eric Trump) and Donald Trump Jr. (Donald Trump Jr.), and is linked to the Trump family. Currently, most of the shares are held by Bitcoin mining company Hut 8. As of June 30, the company held approximately 8002 BTC, and secured approximately 3,090 BTC as part of the relevant arrangement due to an agreement with Bitmain to purchase mining machines. According to Bitcoin Treasury data, American Bitcoin was the 16th largest Bitcoin reserve company in the world at the time. Previously, as the stock price fell below the NASDAQ minimum quotation requirement, American Bitcoin completed a 1 split of 15 reverse stock splits in July to maintain listing eligibility. The company's stock closed down 6.4% to $5.52 on Friday, rising slightly in pre-market trading after earnings were released. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

19d agoburnking