트럼프 가문이 지원하는 나스닥 상장 비트코인 채굴 기업 American Bitcoin이 2025년 재무 보고서를 발표했으며, 해당 보고서에는 회사의 비트코인 보유량이 6,000개 이상으로 확인되었다고 밝혔다. 2025년은 독립 상장 첫해로, 연간 운영 및 자본 집행 성과는 기존 전략에 부합했다. 회사는 '대규모 채굴 + ATM 자금 조달'이라는 이중 트랙 모델로 비트코인 보유량 확대를 가속화해 전략적 비축을 늘렸으며, 2025년 연간 매출은 1억 8,520만 달러를 기록했다. 약 25 EH/s의 컴퓨팅 파워를 배치했으며 약 78,000대의 ASIC 채굴기를 보유하고 있다. (PRNewswire)

암호화폐 거래 플랫폼 STS Digital이 3000만 달러 규모의 자금 조달을 완료했다고 발표했다. CMT Digital이 주도한 이번 투자에는 암호화폐 거래소 크라켄(Kraken), 벤처 캐피털 회사 애링턴 캐피털(Arrington Capital), 그리고 피델리티 인베스트먼트(Fidelity Investments) 산하 투자 기관이 참여했다. STS Digital의 공동 창립자 겸 최고경영자(CEO) 막심 세일러(Maxime Seiler)는 이번 자금 조달에 따른 회사 가치 평가를 공개하지 않았다. 신규 자금은 암호화폐 영구 계약(옵션이 아닌) 사업 확장에 사용될 예정이다. (Fortune)

US spot Bitcoin ETFs recorded $506.5 million in net inflows on Wednesday, marking the strongest single-day intake since early February as Bitcoin climbed back above $68,000.The renewed demand has pushed weekly ETF inflows to $560.4 million, putting funds on track for their first positive week after five consecutive weeks of net outflows totaling $3.8 billion, according to data from SoSoValue.The rebound follows a sharp February sell-off that erased roughly $20 billion in net ETF assets, suggesting institutional positioning may be stabilizing.BlackRock’s IBIT Leads Inflows as Trading Volumes SurgeThe largest inflows were seen in BlackRock’s iShares Bitcoin Trust (IBIT), which attracted $297.4 million in a single session, according to data from Farside.Other notable inflows included:Bitwise Bitcoin ETF (BITB): $39.4 millionFidelity Wise Origin Bitcoin Fund (FBTC): $30.1 millionETF trading activity also rebounded sharply, with total daily volumes surpassing $4.3 billion, the highest level since Feb. 9.The resurgence in flows coincided with Bitcoin reclaiming key technical levels above $68,000, reinforcing the perception of renewed institutional engagement.Market Structure Debate IntensifiesThe rebound in ETF inflows comes amid ongoing debate about Bitcoin price discovery and the role of authorized participants (APs) and major trading firms such as Jane Street.Speculation intensified following a lawsuit tied to the 2022 collapse of Terraform Labs’ TerraUSD stablecoin. Online discussions have questioned whether derivatives exposure and ETF-related mechanics could influence Bitcoin’s price structure.Bitwise adviser Jeff Park addressed the topic on social media, emphasizing that while no authorized participant explicitly suppresses Bitcoin’s price, ETF market structure can impact how price discovery unfolds.He noted that concerns about “paper Bitcoin” — trading exposure without acquiring underlying BTC — reflect broader questions about transparency rather than direct manipulation.ETF Recovery After Prolonged PressureDespite two strong inflow days, broader sentiment remains cautious. Bitcoin has faced persistent selling pressure since October 2025, and ETF assets under management remain well below recent peaks.However, the combination of:Consecutive daily inflowsRebounding ETF trading volumesBitcoin reclaiming $68,000A potential weekly net inflow after five negative weekssuggests that institutional demand may be returning incrementally.If inflows continue and BTC holds above key support levels, ETFs could play a pivotal role in stabilizing market structure following February’s volatility.For now, the ETF market appears to be regaining momentum — but sustained buying will be necessary to confirm a broader trend reversal.

비트코인은 단순한 코드가 아니라 수많은 참여자들이 함께 만들어가는 사회적 실험이다.

Macro Charts posted on X, highlighting that nearly $50 billion in notional put trading has occurred this month, surpassing past two decades' records. Themes include senior loans, consumer exposure, financials, and health care. This reflects a market eager to cover all eventualities, from present dangers to perceived threats and potential future risks.

Stocks remained stagnant as Nvidia's recent performance did not invigorate the AI trade. Bloomberg posted on X, highlighting the lack of movement in the market despite expectations surrounding Nvidia's influence. Analysts had anticipated that Nvidia's results might spark renewed interest in AI-related stocks, but the anticipated boost did not materialize. Investors are now closely monitoring other factors that could impact market dynamics. The broader market continues to navigate uncertainties, with attention on upcoming economic indicators and geopolitical developments that may influence stock movements.

New York City is known for its high construction costs, with insurance being a significant factor contributing to these expenses. Bloomberg posted on X, highlighting insights from Elizabeth Crowley, president and CEO of BTEA, and Michael Capasso, president and CEO of CAC Industries. They discussed how insurance, among other elements, is influencing the rising costs and emphasized the need for reform in the industry. The conversation sheds light on the challenges faced by the construction sector in the city and the urgency for changes to address these financial pressures.

The question of whether French nuclear weapons can safeguard European allies has gained attention amid rising geopolitical tensions. Bloomberg posted on X, highlighting the strategic importance of France's nuclear arsenal in the context of European defense. France, as one of the few European nations with nuclear capabilities, plays a crucial role in the continent's security architecture. French President Emmanuel Macron has emphasized the need for a robust European defense strategy, which includes nuclear deterrence. This stance is particularly relevant given the current geopolitical landscape, where threats from various global actors are increasingly complex. The French nuclear arsenal is seen as a key component in ensuring the security of European allies, providing a deterrent against potential aggressors. France's commitment to maintaining and modernizing its nuclear capabilities is part of a broader strategy to enhance European defense. While some European nations rely on NATO's collective defense mechanisms, France's independent nuclear force offers an additional layer of security. This dual approach allows for a more comprehensive defense strategy, addressing both conventional and nuclear threats. The debate over the role of French nuclear weapons in European security continues, with discussions focusing on the balance between national sovereignty and collective defense. As geopolitical dynamics evolve, the importance of France's nuclear capabilities in safeguarding European allies remains a critical topic.

India's Ministry of External Affairs announced that Israel and India have reached an agreement to allow an additional 50,000 Indian workers to work in Israel over the next five years. According to Jin10, this decision is part of a broader effort to strengthen bilateral ties and enhance economic cooperation between the two nations. The agreement aims to address labor shortages in Israel while providing employment opportunities for Indian workers. This move is expected to bolster the economic relationship between India and Israel, fostering mutual benefits and collaboration in various sectors.

Bitcoin rallied to nearly $70,000 during Wednesday’s New York session, with traders increasingly targeting $75,000–$80,000 as the next upside zone if key support levels hold.At the time of writing, Bitcoin (BTC) is trading around $69,000, hovering just above a critical technical trendline that could determine whether the recovery extends further.Key TakeawaysBitcoin must hold $68,000 support to sustain the rebound.$80,000 represents the next major liquidation cluster above price.US spot Bitcoin ETFs recorded over $765 million in two-day inflows, including $507 million in a single session.A break above $75,000 could trigger a short squeeze toward $80,000.Bitcoin Must Hold $68K for Recovery to ContinueTechnical analysts highlight the importance of the 200-week exponential moving average (EMA) near $68,000. A weekly close above this level would mark a significant structural shift.Analyst Rekt Capital noted that Bitcoin is attempting to flip this trendline back into support. Historically, failed attempts to reclaim this EMA have resulted in renewed downside pressure.On lower timeframes, traders are watching the 50 EMA on the four-hour chart, also near $68,000. Holding this level strengthens the case for further upside.A breakout above the 20-day EMA around $69,200 could open the door to $74,500, where sellers previously stepped in.Liquidation Heatmap Points to $80,000 TargetOn-chain and derivatives data suggest a growing liquidity cluster above current price levels.According to CoinGlass data:Roughly $2 billion in ask liquidity sits between $72,450 and $75,000.A breakout above $75,000 could trigger forced liquidations of short positions.The next significant liquidation cluster lies near $80,000.If momentum builds and short sellers are squeezed, traders believe BTC could accelerate quickly toward that $80K zone.Several market participants describe the current move as a “liquidity hunt,” where price seeks out areas with concentrated stop-loss and leverage positioning.Spot Bitcoin ETF Inflows Add Fuel to the RallyInstitutional demand has re-emerged as a key driver of price action.US spot Bitcoin ETFs recorded:$258 million in inflows on Tuesday$507 million in inflows on Wednesday$765 million total over two sessionsThe single-day $507 million inflow marked the strongest intake since early February.Analysts note that this wave of inflows appears institutionally driven rather than retail-led. Sustained ETF demand combined with technical breakout conditions could reinforce bullish momentum.Macro and Positioning Support Upside CaseBeyond technicals, broader market conditions have improved. Bitcoin’s recent rally coincided with strength in US equities and improving risk appetite.Traders argue that:ETF flows suggest accumulation rather than speculative FOMOShort positioning remains elevated, increasing squeeze potentialKey structural support levels are holdingHowever, failure to maintain support above $68,000 could invalidate the breakout thesis and expose BTC to renewed selling pressure.Is $80K the Next Magnet?While $80,000 remains a technical liquidity target rather than a guaranteed outcome, traders increasingly view it as the next major magnet if $75,000 is decisively broken.For bulls, the roadmap is clear:Hold $68,000 supportBreak and close above $69,200–$70,000Clear $75,000 liquidityTrigger squeeze toward $80,000If those levels align with continued ETF inflows and macro stability, the path to $80K becomes significantly more plausible, according to Cointelegraph. 

Bitcoin's price is currently trading above the 200-week Exponential Moving Average (EMA) at approximately $68,338, encountering resistance at this level. According to NS3.AI, analysts have identified a liquidity concentration zone near $72,000, indicating a possible liquidity sweep before any further upward movement. If bullish momentum persists and a weekly close above the 200-week EMA is confirmed, Bitcoin could aim for a target of $80,000 in the near term.

미국은 기술 패권을 통해 전 세계 가상 자산을 수확하며, 본질적으로 자국의 경제 패권과 달러 지위를 유지하기 위한 것이다.

1858년 여름, 구리 심선 케이블이 대서양 해저를 가로질러 런던과 뉴욕을 연결했다.

분기별 정산액 11.9조 달러: USDC의 규모가 미국 GDP의 절반에 육박했다.

삼성은 갤럭시 S26 라인업을 공개하며 이를 세계 최초의 '에이전트형 AI 폰'으로 마케팅하고 있다. 이 기기는 단순히 사용자의 명령에 응답하는 것을 넘어, 사용자를 대신해 여러 앱에 걸쳐 다단계 작업을 실행하도록 설계되었다.

이더리움 공동 창립자 비탈릭 부테린은 이더리움 재단에 자금을 지원하고 신규 프로젝트를 후원하기 위해 원래 계획보다 약간 많은 17,000 ETH 이상을 매각했다. 재단은 여전히 약 172,000 ETH를 보유하고 있으며, 더 빠른 거래 처리, 향상된 프라이버시, 장기적인 네트워크 발전을 목표로 하는 상세한 로드맵을 발표했다.

진정한 해자는 결코 단일 기술이 아니라, 수많은 올바른 결정들이 시간 축에 걸쳐 복리 효과를 내는 것이다.

이더리움의 '롤업 중심' 로드맵이 어떻게 내부 갈등, 인센티브 불일치, 자초한 지연으로 실패하여 결국 네트워크가 자체 소모 속에서 입지를 잃게 되었는가.

예측 시장 플랫폼 칼시는 한때 참신했던 이 분야가 규제 당국과 기관 관찰자들의 감시가 강화되는 가운데, 내부자 거래에 대해 이례적으로 공개적인 반대 입장을 취했다.

테더가 디지털 마켓플레이스 '웙(Whop)'에 2억 달러를 투자하며 해당 플랫폼의 기업 가치를 16억 달러로 평가했다. 이번 협약을 통해 테더의 스테이블코인이 웙에 통합되어 크리에이터들이 직접 결제를 받고 글로벌 시장으로 진출할 수 있게 된다.