PANews

PANews reported on August 6 that Bloomberg ETF analyst Eric Balchunas posted on X that since the Coldcard hack, IBIT, FBTC, BITC, ARKB, and MSBT have recorded net inflows for several consecutive trading days, totaling approximately $620 million. Eric Balchunas emphasized that there is currently no evidence proving a connection between the two, but believes that in the long term, investors may turn to ETFs due to security concerns.

PANews, August 6 — Open finance platform Plume announced on X that it has joined the Depository Trust & Clearing Corporation (DTCC) Digital Asset Solutions Industry Working Group. The working group aims to provide feedback on DTCC’s tokenization services and facilitate ongoing, in-depth dialogue to promote the widespread adoption and innovation of digital assets. DTCC provides custody and asset services for more than $114 trillion in assets and is the world’s leading post-trade market infrastructure provider for the financial services industry.

PANews, August 6 — Robinhood has listed CASHCAT, according to its official page.

As of August 5, the CryptoSlate tracker shows that at least 109 crypto projects have shut down, ceased operations, or become inactive in 2026. DeFi accounted for the largest share with 28 projects, followed by gaming with 15, infrastructure with 13, Layer-1/Layer-2 with 12, other projects with 11, and NFTs with 10. In addition, wallets, exchanges, and analytics products totaled 18 projects.

PANews, August 6 — According to Cailian Press, the number of people in the US filing for unemployment benefits for the first time last week was 199k, compared with an estimate of 205k and a previous reading of 197k.

According to The Block, Chainalysis’s latest report shows that violent robberies targeting cryptocurrency holders caused more than $30 million in losses in the first half of 2026, and at the current rate, the full-year total is expected to surpass the record $58 million set in 2025. The report said that 30 public cases had been recorded by mid-2026, while the actual scale may be larger; France has seen more than 70 related violent incidents.

Author: Max Resnick, Chief Economist at Anza
Compiled by: Jiahuan, ChainCatcher
I am publishing this article because SIMD 550 (doubling the rate of inflation reduction) and SIMD 553 (resource fees) are about to enter the voting stage. This article is not specifically a commentary on these two proposals; I have already left my views under the specific proposals on GitHub. The main focus here is the relationship between the problems these proposals seek to solve and L1 valuation.
Part One: Establishing Asset Pricing Theory
Before asset pricing theory was formally established, investors were not short of methods for valuing companies. Some focused on hard assets and liquidation value, while others emphasized earnings, dividends, growth, management quality, or market psychology. There were many metrics available; what was truly lacking was a rigorous framework explaining exactly which metrics determine prices.

According to Cryptoslate, Bitcoin miner Cipher Digital sold 1,619 bitcoins for $123.4 million, recognizing a loss of $47.7 million. Interest expenses were $66.7 million, compared with mining revenue of $24.8 million, or approximately 2.7:1. As of the end of June, Cipher held 646 bitcoins worth $37.8 million at market value. Quarterly mining revenue declined from $43.6 million a year earlier, while the company posted a second-quarter loss of $23.5 million.

According to CoinDesk, Bitcoin’s 30-day implied volatility fell to a low of 36%, while its price traded within a narrow range below $65k. Low volatility facilitates low-cost position building and hedging; if concentrated positioning levels are breached, the trend could be amplified, so leverage should be used cautiously in a low-liquidity environment. On the sentiment front, demand for put options has declined, while call buying remains insufficient, indicating low market activity. The next catalyst may come from positive regulatory news such as the Clarity Act, as well as institutional ETF inflows.

PANews, August 6 — According to CLS, people familiar with Federal Reserve Chair Kevin Warsh’s thinking revealed that if inflation data released in the coming weeks comes in hotter than expected and markets further raise expectations for interest rate hikes, Warsh is prepared to raise rates. People close to Warsh said he acknowledges having made communication missteps since taking office as Fed chair. He acknowledged that he failed to sufficiently reinforce key messages about price stability. He also acknowledged causing confusion over whether his long-term reform plans would affect short-term monetary policy.

PANews, August 6 — According to the official announcement, Gate Launchpool will launch its 369th Launchpool event from 20:00 on August 6 to 20:00 on August 20 (UTC+8). Users can stake BTC, ETH, or GT to share 80 free.

PANews reported that Summer Mersinger refuted the WSJ’s interpretation of the Clarity Act, saying it promotes innovation, competition, and consumer protection. The bill prohibits programs that pay interest merely for holding stablecoins while allowing rewards based on genuine activity. Section 10301 requires the SEC to establish rules for protocols that are “nominally decentralized but substantively controllable,” while Section 10201 brings digital commodity brokers under the Bank Secrecy Act and appropriates $3 billion to support state enforcement—not the regulatory weakness claimed by the WSJ. Section 10505 stipulates that securities remain under SEC jurisdiction even after settlement on a blockchain.

PANews, August 6 — According to CLS, Google parent company Alphabet has launched a 10-part US dollar investment-grade bond offering.

Written by: imToken
In the blockchain world, we often hear the term “censorship resistance.”
For many people, their first reaction may be that it sounds somewhat political, or even like a slogan with a certain anarchist undertone. But for a settlement network like Ethereum that is open to users worldwide, censorship resistance is first and foremost not a political stance, but a very specific technical capability.
Imagine that you initiate a transaction in your imToken wallet.
The signature is valid, your account balance is sufficient, and the Gas fee is by no means low, yet the transaction is not included in a block for a long time. The status in your wallet remains “Pending,” while other transactions with similar or even lower fees continue to be included on-chain.
At this point, the question becomes: who exactly has the authority to decide whether a transaction can enter a block? After all, if Ethereum ultimately still needs a few centralized participants

Unitree Technology announced that, following preliminary inquiries and a comprehensive evaluation, the offering price has been set at RMB 150.80 per share, and cumulative bidding inquiries will no longer be conducted for the offline offering. Investors should subscribe online and offline at this price on August 10, 2026; no subscription funds are required at the time of subscription.

This article critiques EIP-8361 proposed by ETH-France: if the staking rate exceeds 50%, ETH staking rewards would be cut directly to 0%. The author believes this measure is pointless and counterproductive, and should not be changed while the system is operating normally. Solo staking yields are currently very low, institutional staking accounts for a high proportion, and decentralization depends on solo stakers. Changing the churn only requires adjusting parameters and does not require a hard fork; the risk is extremely high, so the proposal is not worth adopting.

PANews, August 6—According to Jin10, Unitree Robotics disclosed its strategic placement investor list on August 6. Hangzhou DeepSeek Artificial Intelligence Basic Technology Research Co., Ltd. (DeepSeek) and Tencent’s Shanghai Qishan Investment Co., Ltd. were selected as “large enterprises or their subsidiaries that have strategic cooperative relationships or long-term cooperation plans with the issuer.” Other strategic placement investors in this tranche include China National Petroleum Corporation Kunlun Capital Co., Ltd., China Southern Power Grid Financial Holdings Group Co., Ltd., and Tianyi Capital Holdings Co., Ltd.

PANews reported on August 6 that, according to monitoring by BitcoinTreasuries.NET, Sweden’s largest bank, SEB, with $460 billion in assets, had just disclosed that it increased its stake in bitcoin treasury company Strategy (ticker: MSTR) by 1%, bringing its total holdings to 53,837 shares (worth $5.28 million).

PANews, August 6 — According to The Block, following mining company TeraWulf’s release of its second-quarter results, Bernstein reiterated its “Outperform” rating on TeraWulf and its $36 price target. The quarterly results showed that its high-performance computing revenue reached $32 million, accounting for 71% of total revenue. This may be the clearest evidence to date that the company’s transition from Bitcoin mining to AI infrastructure is beginning to bear fruit.