News

- Artemis and Pantera propose "Circulating Supply" framework to standardize crypto valuation by excluding non-tradable tokens from supply calculations. - Current metrics like FDV mislead investors by assuming all tokens are tradable, unlike traditional stock valuation based on outstanding shares. - "Smart Circulating Supply" further refines metrics by excluding locked tokens, enabling clearer risk assessment and liquidity analysis. - Discrepancies in token valuations (e.g., Hyperliquid's HYPE token) highli

- Gumi Inc. invests ¥2.5B ($17M) in XRP to enhance blockchain integration in gaming operations. - XRP's fast transactions and low fees align with gaming trends toward decentralized, cost-efficient solutions. - The move reflects growing blockchain adoption in gaming, despite regulatory and market volatility challenges. - Gumi's strategy builds on prior blockchain investments, signaling long-term confidence in decentralized tech.

- The Sandbox, an Ethereum-based metaverse platform, underwent major restructuring under Animoca Brands' leadership, ousting co-founders from executive roles and appointing Robby Yung as CEO. - Over half of The Sandbox's 250 employees were laid off, with staff reductions attributed to AI-driven efficiency goals and closure of six international offices. - Despite $115M in funding and $300M+ in assets, the platform now reports "few hundred" daily active users (many bots) and a 90% drop in SAND token value si

- A Bitcoin OG resumed ETH purchases after a brief pause, selling 1,000 BTC to buy Ethereum, signaling renewed confidence in its future. - The move highlights strategic capital reallocation toward Ethereum's post-Dencun upgrade potential, with analysts monitoring broader whale behavior trends. - Whale activity often influences market sentiment, though this transaction represents a modest portion of Bitcoin's total market cap. - Investors are advised to track price movements and additional transactions to a

- Heaven, a Solana launchpad, introduced the "God Flywheel" model, channeling 100% protocol revenue into perpetual LIGHT token buybacks and burns to create a self-reinforcing deflationary cycle. - In its first week, $1.89M in buybacks destroyed 2.2% of LIGHT's supply, driving a 260% price surge while a tiered fee structure prioritizes quality projects over speculative tokens. - The platform captured 15% of Solana's token launch market, generating $400M in trading volume and 130,000 new wallets, but faces r

- Ethereum ETFs outpace Bitcoin in 2025, with $307M inflows vs. $81M, driven by staking yields and deflationary mechanics. - Institutions purchase 4.9% of Ethereum’s supply, including BlackRock’s $89M ETH buy, signaling structural capital rotation. - Ethereum’s technical momentum (golden cross, whale accumulation) contrasts Bitcoin’s stagnant model and regulatory uncertainty. - Dencun upgrades and DeFi utility boost Ethereum’s dominance to 57.3%, with analysts projecting $12,000 by year-end.

- Shiba Inu (SHIB) faces a 540% bull case ($0.0000698 by 2025) driven by technical indicators like wedge patterns and RSI neutrality. - On-chain data reveals structural risks: volatile burn rates, 41% whale concentration, and declining new account creation undermining long-term adoption. - Derivatives markets show conflicting signals - bullish-long ratios favor buyers while negative funding rates highlight short-seller pressure. - Success hinges on SHIB sustaining above $0.00001320 to validate technicals,

- The Fed's 2025 rate-cut pivot (87% odds for Sept) drives Asian currency volatility amid 2.9% PCE inflation and Trump-era tariffs. - Dovish EM policies (Indonesia 5.25%, Malaysia 2.75%) create asymmetric opportunities as dollar weakness boosts MSCI Asia ex-Japan +2.6% YTD. - Currency hedging (INR options, CNY collars) and dollar-linked bonds gain urgency as U.S.-China trade tensions threaten 60% tariff risks. - EM equities (Vietnam electronics) and Thai bonds outperform, while de-dollarization trends hint

- Pudgy Penguins and Mythical Games launched Pudgy Party, a blockchain-integrated mobile game blending Web3 with casual gaming. - The game automatically enrolls players in a Polkadot-based wallet, enabling NFT trading of in-game assets without prior crypto knowledge. - Seasonal events like "Dopameme Rush" target digital-native audiences through meme-based challenges and tiered monetization models. - CEO Luca Netz aims for mass adoption via 10M+ downloads, positioning the game as a Web3 gateway for mainstre

- Stablecoins are projected to become the backbone of DeFi by 2028, driving explosive growth in tokens like ENA, ETHFI, and HYPE through $34 trillion global capital reallocation. - The U.S. GENIUS Act (2025) mandated 100% reserve backing for stablecoins, transforming them into regulated instruments and boosting DeFi TVL to $123.6 billion. - Institutional adoption of stablecoin-based DeFi protocols is accelerating, with Ethena’s USDtb reaching $10 billion TVL and HYPE capturing 60% of perpetual derivatives