Bitcoin’s Gold Ratio Signals Peak Bottom, AI Rivalry Shifts (2026-07-11)
‘Best course of action:’ DeFi dashboard Zapper to shut down after 7 years
Popular DeFi dashboard and portfolio tracker Zapper is shutting down, according to an announcement on Wednesday. “After close to 7 years building Zapper, I regret to announce that Zapper will be winding down,” Seb Audet, CEO and co-founder of Zapper, wrote in an X post. “We evaluated a number of different options, pursued some to ... Read more
Vitalik Buterin says Ethereum’s next rebuild will rival the Merge, and take three to four years
Ethereum co-founder Vitalik Buterin published his takeaways from an updated version of the network’s draft long-term roadmap, describing the multi-year “Lean Ethereum” effort as a near-total rebuild of how the network operates. In an X post Saturday, Buterin wrote that Lean Ethereum “is not a single one-shot upgrade” but a series of improvements arriving over ... Read more
**AI Computing Power Market Shifts Towards Cloud Vendors (2026-07-05)**
The AI computing power market is undergoing a significant shift, with funds flowing from storage chips to cloud vendors. Cloud-based services are becoming increasingly popular, and significant investments are being made in AI technologies. NVIDIA's new revenue-sharing program is another significant development, allowing AI startups to use its chips and paying with a share of future revenue.
CryptoQuant says bitcoin and altcoin exchange deposits have spiked, indicating higher volatility ahead
CryptoQuant's report highlights a surge in bitcoin, ether, and altcoin deposits to exchanges, historically signaling periods of higher volatility across the crypto market. The spike in deposits, coupled with the breach of the $60,000 support level, increases the probability of higher volatility.
Analysis: Strategy capital restructuring alleviates short-term liquidity pressure, but structural risks remain
Alex Thorn, Head of Galaxy Research, stated that the recent capital management reforms introduced by Michael Saylor’s Strategy (MSTR) have effectively alleviated market concerns—albeit temporarily—regarding its liquidity and pressure on its preferred stock structure; however, these measures are more about “buying time” than fundamentally resolving structural issues. Strategy has faced mounting pressure over the past ... Read more
eToro leads $12.5 million round in onchain perps exchange Extended
eToro pairs its Zengo wallet with an onchain perps exchange to future-proof its crypto offering—potentially reshaping how regulators and users think about DeFi access.
Bernstein sees 203% upside for Circle even as new stablecoin rival OUSD debuts
OUSD’s celebrity-backed launch won’t dethrone USDC—Circle’s liquidity moat and Coinbase’s entrenched reliance on USDC make the threat purely symbolic. Smart money stays long CRCL and watches COIN’s reserve shifts for real signals.
Trillion-dollar asset manager Invesco looks to plant a flag in tokenized stablecoin reserve sector
Invesco is entering the stablecoin reserve race with a $2.45T-scale compliant money market fund—leveraging Superstate to tokenize shares on Ethereum/Solana—potentially accelerating institutional control over digital dollar infrastructure and pressuring DeFi-native reserve protocols to adapt or lose share.
The next 10 years of Ethereum in Vitalik’s eyes
Vitalik Buterin's recent publication of the Lean Ethereum roadmap marks a significant milestone in Ethereum's development, representing a long-term restructuring framework that could fundamentally change the network's architecture. The roadmap outlines seven network upgrades up to 2029, with five strategic goals, including faster L1 finality, L1 throughput of 1 gigagas per second, and L2 scaling with a teragas-level ecosystem vision.
The Contract Algorithm Scythe: What Makes Already Fragile Shitcoins Even More Fragile?
The $H crash wasn’t an outlier—it exposed how volatile altcoin derivatives are engineered for rapid liquidation via high MMR, funding fee erosion, thin liquidity, and mark-price vulnerabilities. For experienced traders, leverage on these assets demands structural risk management, not directional bets.
How much more expensive will SK Hynix ADR be?
TL;DR · SK hynix ADS will initially trade on NASDAQ as SKHYV before expected switch to SKHY. · UBS bets on US listing premium, with Douglas Kim cautioning that arbitrage trading may already be crowded. · Related tickers: SKHY, SKHYV, 000660.KS, MU, NVDA, TSM After SK hynix’s ADS issuance in the US, the market’s focus ... Read more
Citi Insights: Device Bull Market Sees $250 Billion, Real Test in 2027
According to market reports, Citigroup expects the global WFE bull market scenario to reach $250 billion by 2028. TSMC, Samsung, and Intel are expected to account for 55% of the 2025 global WFE spending, with earnings guidance determining upside potential. Equipment stocks’ performance will still depend on the continuity of AI demand, Samsung’s investment execution, ... Read more
Citi Interpretation: NVIDIA still has 47% upside, can Rubin and CPO deliver?
TL;DR· Citi maintains NVIDIA at Buy with a $300 price target, implying about 47% upside from July 8th closing price. · Communication notes AI demand remains strong, Rubin roadmap largely unaffected, CPO now in early production. · The $100 billion revenue per GW is not a direct income forecast, non-cloud demand, CPO adoption, and AI ... Read more
RWA Industry Monthly Panorama Report | Macro Policies, Institutional Layout, and Key Project Analysis (June 2026)
June 2026 marks the RWA sector’s inflection into enforcement-driven institutional adoption, with MiCA live, Visa at $7B stablecoin scale, and user growth decoupling from market cap—signaling utility-led emergence over speculation.
BIS Report Compliance Watch: The Real Risks of Stablecoins, Not Just “De-pegging”
The BIS report reframes stablecoin risk from price de-pegging to systemic integration failure—token projects must become identifiable, monitorable, accountable, and regulable (IMAR) or risk institutional exclusion. Investors should pivot toward compliance-native, regulator-aligned infrastructure while de-risking permissionless and non-auditable stablecoin protocols.
Non-farm payroll “surprise” dashes rate hike expectations, leading to heightened sector divergence in U.S. equities: the Dow Jones hits a new high while chip stocks crash.
Non-farm payrolls unexpectedly dampen rate hike expectations, but US stock market shows divergence: Dow hits new high, chip stocks crash, funds flee AI hardware for defensive sectors. On July 2, 2026, the US June non-farm payrolls report was released. New non-farm jobs were only 57,000, far below the market expectation of 115,000; data for April ... Read more