Hashdex · 155

Spot Bitcoin ETF's single-day turnover exceeded 5.3 billion US dollars, and BlackRock contributed more than 4.4 billion

In comparison, according to Watcher.Guru monitoring data, today's spot Bitcoin ETF turnover has exceeded 5.3 billion US dollars. Product turnover was as follows: BlackRock (BlackRock) $4.438 billion, Fidelity $438 million, Grayscale $209 million, Bitwise $107 million, ARK Invest $72.895 million, and VanEck $32.842 million. The remaining product turnover was: Morgan Stanley $14.8016 million, Franklin $11.1747 million, Invesco $5.5934 million, Valkyrie $1.525 million, WisdomTree $6001 million, and Hashdex $269 million, respectively. BlackRock accounts for more than 80% of all spot Bitcoin ETFs in a single day and continues to dominate the market.

1d ago

[Comparative Daily News Picks] Blackstone plans to build a financing plan of more than 36 billion US dollars for Anthropic; the Dow Jones Index closed up 907.53 points, and both the S&P 500 and NASDAQ reached new highs; SpaceX's revenue exceeded expectations, and the 100 billion unban wave is approaching this week; Polymarket is seeking financing at a valuation of more than 20 billion US dollars; the White House does not plan to disclose the details of the advanced AI model evaluation framework

Daily AI · Crypto · Macro · Market News, Bitpush helps you set priorities ↓ AI · News [Blackstone plans to build a financing plan of over 36 billion US dollars for Anthropic] Comparing news, Blackstone Inc. is in preliminary communication with investors to assess the viability of raising a second hyperscale debt financing for Anthropic to support its plans to purchase Google AI chips. The financing plan reflects that AI companies are obtaining computing power resources through large-scale capital operations. As demand for big model training and inference continues to grow, AI companies are seeking new financing methods to support the construction of expensive computing infrastructure. People familiar with the matter revealed that a preliminary plan proposed by Blackstone reached at least $36 billion. The size of the funding, structure, and whether Blackstone will eventually dominate the deal are still under discussion, and details are subject to change. (Bloomberg) [Nvidia Launches Alpamayo 2 Super to Accelerate AI Development for Autonomous Driving] In comparison, Nvidia CEO Wong In-hoon posted an article on the X platform announcing the launch of Alpamayo 2 Super, a cutting-edge open reasoning model (open reasoning model) for the field of autonomous driving, adding that the development focus of the next phase of AI will expand from software intelligence to the field of robotics, and autonomous vehicles will become an important entry point into the robotics era. Hwang In-hoon said that Alpamayo 2 Super can not only “see” the road environment, but also understand and reason complex scenes and think before performing actions. It can be used as a core AI model for autonomous taxis, unmanned trucks, shuttle vehicles, delivery vehicles, agricultural robots, and future large-scale mobile robot systems. According to reports, Nvidia opened the model for commercial applications under the OpenMDW-1.1 license, and developers and enterprises can research, fine-tune, and deploy the model. Hwang In-hoon said that the open model will help improve the safety and reliability of autonomous driving systems. [AMD's 2026 Q2 revenue is US$11.5 billion, market forecast is US$11.284 billion] In comparison, AMD (AMD.O) has Q2 revenue of US$11.5 billion in 2026, with market expectations of US$11.284 billion, compared to US$7.685 billion for the same period last year. The estimated Q3 revenue for 2026 is US$12.7 billion to US$13.3 billion, and the market is expected to be US$12.51 billion. [SpaceX's revenue exceeds expectations, the 100 billion ban will be lifted this week] Comparing news, SpaceX announced Q2 revenue (7.8 billion US dollars), which exceeded Wall Street expectations (6.8 billion US dollars). The company previously raised 86 billion US dollars through the largest IPO in history. Since then, the stock price has dropped sharply due to post-IPO fluctuations and the overall sell-off of the AI sector. More than 1 trillion US dollars of market value has evaporated from its peak, and Musk's status as the world's first trillionaire has also been lost. Another factor adding uncertainty to the company is that the ban on stocks with a market value of more than 100 billion US dollars will be lifted later this week, which may put further downward pressure on stock prices. During the conference call, analysts are likely to ask Musk for details on the company's huge AI spending, Starlink's Internet business expansion plans, and how fast Starship can launch satellites and people. Crypto · Market [The Dow Jones Index closed up 907.53 points, and both the S&P 500 and NASDAQ reached new highs]. Comparing news, the Dow Jones Index closed up 907.53 points, or 1.71%, to 54,085.94 points; the S&P 500 rose 136.02 points, or 1.79%, to 7,736.52 points; the Nasdaq Composite Index rose 671.1 points, or 2.59%, to 26,584.99 points . [Polymarket seeks financing at a valuation of more than 20 billion US dollars] Comparing news, it is predicted that the market Polymarket will seek financing at a valuation of more than 20 billion US dollars. [New York Federal Court of Appeals Rejects SBF's Appeal and Conspiracy Convictions] In comparison, the New York Federal Court of Appeals on Tuesday upheld SBF's conviction for fraud and conspiracy after its crypto trading platform FTX went out of business. In 2024, S...

17d agoWendy#Compare Daily Picks

Hashdex will close and liquidate a Bitcoin ETF that manages $14.7 million in assets

According to the news, crypto asset management company Hashdex will close and liquidate its US spot Bitcoin ETF Hashdex Bitcoin ETF, which has assets under management of approximately $14.7 million. The fund will cease trading and be delisted after the market closes on August 17. Shareholders who still hold the fund are expected to receive a cash distribution around August 28, which will take place after the fund sells their remaining Bitcoin holdings. Hashdex said that after the last trading day, the fund will liquidate the remaining Bitcoin holdings and only carry out matters relating to liquidation, preservation of asset value, payment of liabilities, and distribution of remaining assets to shareholders. Hashdex said it assessed the size of assets under management, transaction liquidity, operating costs, investor interest, and the fund's position in its overall product line before making the liquidation decision. According to the company, it still manages more than $200 million in investment products for US investors.

18d ago

Hashdex closes its Bitcoin ETF DEFI

Comparatively, according to the Wall Street Journal, asset management company Hashdex announced that it will close and liquidate its Hashdex Bitcoin ETF (NYSE Arca: DEFI). As of July 30, the fund's asset management scale is about 14.7 million US dollars. Hashdex's products for US investors still manage over $200 million in assets. According to the disclosure, the last trading day for the fund's shares is August 17, after which it will stop accepting subscription orders from authorized participants and delist from NYSE Arca. Shareholders who still hold shares as of the last trading day will receive a cash settlement distribution, which is expected to be paid around August 28. The distribution amount will reflect factors such as Bitcoin price fluctuations during the fund's liquidation period. Hashdex said the closure decision was based on a comprehensive assessment of factors such as the scale of asset management, transaction liquidity, operating costs, and investor interest.

19d ago

Is AI eating away at crypto liquidity? Dismantling the underlying logic of 2026 money flowing from Bitcoin to semiconductors

Author: Mexc Learn Original title: Valued at 1 billion, Nvidia is focusing on it! Is Prime Intellect washing away the Web3 label? Entering the second half of 2026, crypto investors are repeatedly asking the same question: whether the money that may have flowed into Bitcoin has been sucked away by artificial intelligence once again. This question is not an emotional guess; it is supported by real money flow data. According to data quoted by AMBCrypto, since April, the combined net outflow of US gold and Bitcoin ETFs was about $12 billion, while US semiconductor ETFs attracted more than $20 billion in net inflows during the same period — capital did not leave the market, but simply changed the track. What really alerted the market was the nature of this round of capital transfers. According to Investing.com's analysis, in the past, crypto retracements were often accompanied by full risk aversion, and almost all assets fell simultaneously; this time, capital was shifting from one highly volatile topic to another. This difference determines how the bottom of Bitcoin will be formed. Key Takeaways Since April, the combined net outflow of US gold and Bitcoin ETFs is about $12 billion, and the net inflow of semiconductor ETFs has exceeded $20 billion. The US spot Bitcoin ETF had a net outflow of around $4.5 billion in June, the worst month since its launch. The five tech giants are expected to spend around $600 billion to $725 billion on AI infrastructure in 2026. The market is clearly divided over “structural shift” or “cyclical rotation”. Early signs of a possible return of funds to crypto appeared in early July, and Bitcoin once regained its position at $63,000. Bitcoin exchange reserves have fallen to their lowest level in about seven years, and long-term holders are attracting funds at an accelerated pace. Where is the money flowing: What is the same sense of caution in a war for marginal dollars that pushes money away from crypto while pulling it towards AI infrastructure, and the scale of the latter's spending is hard to ignore. According to Investing.com, the five largest cloud vendors in the US are expected to spend about 725 billion US dollars on AI infrastructure in 2026, of which about 70%, close to 450 billion US dollars, will go directly to chips, servers, networks, and data centers. Nvidia is at the center of this construction wave. Its revenue guidance for the quarter was approximately US$91 billion, an increase of about 85% over the previous year. Why this time is different? According to Tech Times, Samir Kerbage, chief investment officer of crypto asset management company Hashdex, stated bluntly in a report in early July that the weakness of crypto is more a reflection of investors allocating funds elsewhere, rather than problems with the digital asset ecosystem itself. The logic is straightforward: when a new story is compelling enough, money will flock to it and “cut off” other asset classes for a period of time. Generative AI is just one of the strongest narratives of recent years. Key data: ETF-level diversion in the crypto and AI funding sector According to Tech Times, the combined capital expenditure of US technology companies such as Microsoft, Amazon, Alphabet, and Meta is expected to exceed 650 billion US dollars in 2026, most of which will be invested in AI; SpaceX's June 12 listing has also absorbed a new wave of venture capital. Meanwhile, the net outflow of US spot Bitcoin ETFs in June was about 4.5 billion US dollars, the worst monthly performance since the launch of spot funds, and the cumulative flow turned negative for the first time throughout the year. The shift in miners can best explain the problem According to Crypto Economy's analysis, the trend of Bitcoin miners is probably the most revealing indicator. Companies that transformed data centers into computing power services for AI customers, such as TeraWulf, recorded positive returns of around 73% in 2026, while mining companies that still focus on pure Bitcoin mining had negative returns over the same period. According to its estimates, by the end of the year, up to 70% of the revenue of listed mining companies may come from AI contracts — this is not so much an opportunistic diversification as a survival response to declining mining profits. The core of the differences between the two tit-for-tat interpretations of structural transfers or cyclical rotation is whether the funds left the market will be returned. According to Crypto Economy, Strategy Executive Chairman Michael Saylor...

40d ago谢伟伦#AI #Semiconductor ETF #Bitcoin

Institutions: The trend divergence between Bitcoin and US stocks is only a temporary phenomenon

Comparing news, although the US stock market continues to hit new highs and Bitcoin's performance has been relatively weak since this year, asset management agencies Hashdex and Charles Schwab both believe that this divergence will not last long. Hashdex Chief Investment Officer Samir Kerbage said that currently market capital is flowing more towards topics such as AI infrastructure, IPOs, and interest rate transactions rather than digital assets. This reflects changes in capital allocation rather than deterioration in the fundamentals of the crypto industry. He pointed out that in the first half of this year, stablecoin trading volume had surpassed the full year of 2025, the scale of tokenized real world assets (RWA) increased by more than 60% during the year, crypto online trading activity also reached a record high, and the divergence between on-chain fundamentals and market valuations reached an all-time high. Jim Ferraioli, head of digital asset research at Carson Wealth Management, believes that the current trend of Bitcoin is still in line with the historical cycle after successive halves. He said that it usually takes more than a year for Bitcoin to return to the production costs of inefficient miners. Currently, the cost is about $95,000, while the average market holding cost is about $80,000, which means it may continue to face unbundled selling pressure during the price rebound process. Ferraioli believes that although the four-year halving cycle is not an absolute rule, this model has profoundly influenced investor behavior. As the Bitcoin market matures, the volatility of each cycle in the future is likely to lessen.

48d ago

Bitcoin once fell to a new low since October 2024 as the crypto market was under increased pressure from the sell-off in tech stocks

Comparative news, according to the Financial Times, Bitcoin fell to a 20-month low due to the intensification of the sell-off in technology stocks, and market risk sentiment continued to weaken. Bitcoin once fell below $60,000, with an intraday decline of up to 5.4%, the lowest level since October 2024. Traders have viewed $60,000 as an important support level for the past two years. This round of decline comes after major tech stocks were sold off this week. Traders are betting that the Bank of America will respond to inflation by raising interest rates. Higher interest rates may suppress risk appetite, prompting investors to reevaluate overvalued assets and shift to relatively safe assets. In recent years, crypto assets have been highly correlated with stock trends, but this relationship is currently under pressure. Bitcoin and Solana are down 32% and 47%, respectively, this year, and even the stock market's rebound has failed to recover significantly. This is partly due to declining demand for cryptocurrencies from retail investors to chase AI-related stock fluctuations. Gerry O'Shea, head of global market insight at crypto asset management firm Hashdex, said market sentiment remains weak as large-scale public offerings and AI stocks take center stage. Analysts currently don't see a significant catalytic factor in the crypto market. The US capital market is still digesting SpaceX's largest IPO in the world, which was listed on NASDAQ earlier this month, and AI companies such as OpenAI and Anthropic are expected to follow suit. Meanwhile, the “Clarity Act”, an important US digital asset regulation bill, is still at a standstill in the Senate. The bill faces strong opposition from the banking industry and has not received sufficient bipartisan support.

58d ago

Hashdex crypto index ETF expands to 7 assets, adds ADA and LINK

Comparative news, according to its first annual SEC 10-K document, Nasdaq CME Crypto Index ETF (NCIQ), an x crypto index exchange-traded fund under Hashdex, has expanded its constituent assets to 7 types, adding ADA and LINK to the original BTC, ETH, XRP, SOL, and XLM. This expansion means that the ETF has further increased the breadth of multi-asset allocation, covering more mainstream public chains and infrastructure tokens, which helps to diversify into a single The risk of asset volatility also reflects the continued demand from institutional investors for diversified exposure to crypto assets. (CoinDesk)

149d ago

Tokenized assets may grow to $400 billion by 2026, with banks and asset management institutions entering the market at an accelerated pace

Comparatively, as stablecoins verify product market fit (PMF) in 2025, the crypto industry is promoting the further role of “on-chain dollars”, tokenizing assets such as stocks, ETFs, money market funds, and gold as a basic module for tradable on-chain finance. A number of industry executives expect the tokenized asset market to grow to around $400 billion by 2026. Hashdex Chief Investment Officer Samir Kerbage said that the current tokenized assets are around $36 billion, and the next phase of growth will stem more from structural remodeling of value transfer methods rather than simply speculative demand. It points out that after stablecoins mature as “on-chain cash,” capital will naturally flow to investable assets and become a bridge between digital currency and the digital capital market. The report points out that in the 2025, the amount of tokenized assets was close to 20 billion US dollars, and traditional financial institutions such as BlackRock, J.P. Morgan Chase, and Bank of New York Mellon are deeply involved. Tether CEO Paolo Ardoino believes 2026 will be a critical year for banks to move from pilot to actual deployment, especially in emerging markets, where tokenization can help issuers bypass traditional infrastructure restrictions. Furthermore, Centrifuge COO Jürgen Blumberg predicts that by the end of 2026, on-chain real-world assets (RWA) holdings may exceed $100 billion, and more than half of the top 20 global asset managers will launch tokenized products. Securitize CEO Carlos Domingo pointed out that native tokenized stocks and ETFs will gradually replace the synthetic asset model and become important high-quality collateral in DeFi. CoinDesk believes that legal clarity, cross-chain interoperability, and a unified identity system are still key prerequisites for the expansion of the tokenized market, but industry consensus has moved from “whether to go online” to “the scale and speed of going on-chain.” (CoinDesk)

216d ago

[Comparable to Daily News Picks] Morgan Stanley plans to launch a crypto wallet in the second half of 2026; Trump says he has decided on a candidate for the chairman of the Federal Reserve; Arthur Hayes: BTC will reach $1 million; The New York Times: Trump says there are no plans to pardon SBF

Web3 news selected by the editor every day: [Morgan Stanley plans to launch a digital wallet in the second half of 2026] Comparative News. According to Barron's, Morgan Stanley plans to launch a crypto wallet in the second half of 2026 to support tokenized assets. Earlier this week, the investment bank submitted a registration statement for its BTC, ETH, and SOL-based ETF. Jed Finn, head of wealth management at Morgan Stanley, told Barron's: “This actually shows that the way financial services infrastructure works is about to change. Over time, as our infrastructure grows, we will be able to better integrate traditional finance (TradFi) and decentralized finance (DeFi) ecosystems.” In September of last year, Morgan Stanley participated in ZeroHash's $104 million D-2 funding round. The partnership will enable the e-Trade platform to trade BTC, ETH, and SOL. Zerohash is expected to launch the service in the first half of 2026. [Trump says the candidate for the chairman of the Federal Reserve has been decided] Comparing news, US President Trump said in an exclusive interview with the “New York Times” that he has decided who to nominate as the next chairman of the Federal Reserve, but did not disclose the candidate. “I have a decision in my mind,” he said, “but I haven't talked to anyone yet.” When asked about his chief economic adviser Hassett, Trump said “I don't want to say it,” but he called Hassett “definitely one of my favorite people.” Whoever Trump chooses, the next chairman of the Federal Reserve will take over an institution at a critical moment, at the center of the president's unprecedented pressure campaign to drastically reduce interest rates. According to Kalshi, the prediction market, the probability that Kevin Walsh will be elected chairman of the Federal Reserve is currently 41%, Kevin Hassett is 39%, and Christopher Waller 12%. [Arthur Hayes: BTC will reach $1 million] In comparison, BitMEX co-creator Arthur Hayes wrote on the X platform that the price of BTC will reach $1 million. [New York Times: Trump says there are no plans to pardon SBF] Comparing news, US President Donald Trump said in the “New York Times” interview that although the imprisoned former FTX CEO Sam Bankman-Fried (SBF) had tried to get a pardon, he had no plans to pardon him. SBF was convicted in 2023 on multiple fraud and conspiracy charges during Biden's administration, for stealing billions of dollars of customer funds from its now-bankrupt cryptocurrency exchange FTX. He is currently serving 25 years in prison and is trying to appeal. [US CFTC Approves Bitnomial Launch Forecast Market Business] In comparison, US derivatives trading and clearing platform Bitnomial obtained a “Letter of No Objection” from the US Commodity Futures Trading Commission (CFTC) on January 8 to launch predictive market products based on digital asset price trends and macroeconomic indicators in the US. Users can participate in relevant contract transactions through their exchanges and clearing houses to predict and hedge risks against the crypto market and macroeconomic developments. Previously, many organizations, including Polymarket, PredictIT, LedgerX, DraftKings, and Gemini, have successively obtained similar licenses. This series of trends is seen as an important sign that the US supports predicting market developments under the compliance framework. It is worth noting that although this approval was completed during the term of the new CFTC Chairman Mike Selig, the “No Objection Letter” is only a non-binding license at the agency's staff level and does not constitute a formal regulatory approval of the business model. Despite this, this development means that competition in the US compliance forecasting market will further intensify. [Carson Wealth Management Analyst: BTC may continue to trade sideways this year, waiting for institutional funding to break down] Comparing news, Bitcoin has continued to fluctuate in the 85,000-90,000 US dollar range recently, and many analysts believe that the sideways trend may continue. Hashdex pointed out that in the short term, it is necessary to focus on potential catalysts such as the development of US monetary policy or crypto legislation. Jim Ferraioli, an analyst at Carson Wealth Management, said, “As far as cryptocurrencies are concerned, this year is likely to be relatively dull. From a low in November 2022 to an intraday high of $126,000 in October last year, Bitcoin has risen eight times in three years, and the market is still absorbing this increase. Currently, it is mainly driven by ETF funds, but real institutional investors have yet to enter the market on a large scale. Once the relevant legislation is in place, this...

225d agoWendy#Compare Daily Picks