Tag: 彭博

Year-to-date flows for Bitcoin ETFs have turned positive, despite prior outflows and constrained price appreciation; recent steady inflows have successfully offset the earlier gap, demonstrating strong market resilience.

As of April 13, Strategy holds approximately 780,900 BTC, adding nearly 14,000 BTC last week. This continued accumulation reflects institutional confidence in Bitcoin’s long-term outlook.

Bitmine acquired 71,500 ETH last week, bringing its total ETH holdings to approximately 4.87 million ETH. Meanwhile, its staked ETH总量 stands at roughly 3.33 million ETH, valued at approximately $7.4 billion at current market prices—demonstrating sustained institutional commitment to and confidence in the Ethereum network.

Ethereum spot ETFs recorded $187 million in net inflows last week, with BlackRock’s ETHA leading at $168 million. The ETFs’ total assets under management (AUM) now stand at $12.96 billion, representing 4.76% of Ethereum’s total market cap.

With the 2028 BTC halving drawing near, miners face mounting pressures—including halved block rewards, rising costs, and tightening capital. The industry is accelerating deleveraging and cash flow optimization, shifting business models from reliance on block rewards toward diversified operations centered on 'power + compute infrastructure.' Miners with strong capital discipline, energy management capabilities, and regulatory compliance advantages will be better positioned to compete in the new cycle.

Justin Sun has publicly condemned the Trump family project WLFI, alleging that its smart contract contains a backdoor blacklist function allowing unilateral freezing of user assets. He revealed that his WLFI tokens have been illegally added to the blacklist, accusing the project team of violating decentralization principles, lacking transparent governance, and severely damaging community trust.

Macro investor Jordi Visser believes that if Bitcoin breaks above $76,000 and Ethereum breaks above $2,400, it could signal a trend reversal in 2026 and the start of a sustainable upward trend, which stands in stark contrast to the current widespread pessimistic market expectations.

Ethereum treasury company The Ether Machine has terminated its $1.6 billion merger plan with SPAC company Dynamix due to unfavorable market conditions and will pay a $50 million termination fee. The deal was originally intended to facilitate its listing on Nasdaq, with the merged entity expected to hold over 400,000 ETH.

SpaceX holds approximately 8,285 BTC, valued at $603 million, making it the fourth largest corporate holder globally. Its holdings have remained stable since mid-2024, with only recent internal wallet rebalancing. As SpaceX files for an IPO, its Bitcoin assets will be publicly disclosed for the first time and may be accounted for at fair value under new accounting standards.

Chainalysis warns shipping companies that using cryptocurrency to pay Iranian transit fees could expose them to severe sanctions risk, as it may be viewed as providing 'material support' to a sanctioned party. Iran is alleged to potentially seek fees in crypto, an act that would violate U.S. and international sanctions.

Ethereum co-founder Joe Lubin believes Ethereum can learn from the model of Bitcoin treasury company Strategy and do it better. Using Bitmine as an example, he pointed out that by continuously accumulating and staking ETH, achieving 100% allocation and compound growth, compared to simply holding Bitcoin, Ethereum can drive its balance sheet toward a 'yield + allocation' transformation through staking rewards and ecosystem returns.

On April 10, Ethereum spot ETFs recorded a net inflow of approximately $64.95 million. BlackRock's ETHA led with a net inflow of $53.7 million, bringing its historical total inflow to over $11.7 billion. The total net asset value of Ethereum spot ETFs is now close to $13 billion, accounting for about 4.76% of Ethereum's total market capitalization.