Solana & Treasury Companies - Solana 被认为是世界上性能最高的区块链，有望在全球范围内结算证券市场、商品、外汇、衍生品等 [6] - Ford Industries 完成了 16.5 亿美元的融资，旨在创建一个专注于 Solana 的最大 Treasury 公司 [3][4] - Altcoin Treasury 公司有可能变得比现在更大，它们通过固定收益和股票账户吸引资金进入加密货币领域 [25][26] - Ford Industries 将通过 staking Solana 获得约 7-8% 的收益，并积极寻求其他方式来增加股东价值，例如代币化股票 [20][14] Market Trends & Future Outlook - 市场正在从叙事驱动转向实用性驱动，稳定币将在区块链上运行，从银行存款中转移资金 [43][44] - 稳定币和代币化的私人信贷将取代银行，成为信贷创造的来源 [45] - 美国证券市场有望转移到链上，类似于 1996 年的电信法案为互联网发展奠定基础 [73][74] - 随着稳定币获得联邦政府的认可，预计 Apple 和 Google 将在其操作系统中添加对稳定币的原生支持 [75][76] Community & Ecosystem - 社区建设是关键，类似于 MicroStrategy 通过社区创造价值 [40][41] - Ford Industries 与 Solana 基金会建立了共生关系，旨在与美国资本市场和监管机构合作，进一步提升 Solana 的利益 [48] - 娱乐金融正在兴起，通过直播创建代币并与粉丝互动，Solana 非常适合这些用例 [88][91]

Industry Focus - The industry highlights the contributions of builders and developers within the chain [1] - The industry seeks to identify undervalued developers or teams [1]

Core Viewpoint - Netcapital Inc. reported a revenue growth of over 30% in the first quarter of fiscal year 2026, indicating a successful shift in strategy towards building a scalable business model [2][3]. Financial Performance - Revenue increased approximately 34% year-over-year to $190,058 compared to $142,227 in the first quarter of fiscal year 2025 [7]. - The company posted an operating loss of ($3,285,648), which is an increase from the operating loss of ($2,508,237) for the same period last year [7]. - Loss per share improved to ($1.27) from ($5.10) in the first quarter of fiscal year 2025 [7]. - As of July 31, 2025, the company had cash and cash equivalents of $4,562,491, a significant increase from $289,428 as of April 30, 2025 [9]. Strategic Initiatives - The establishment of a Crypto Advisory Board aims to integrate blockchain and digital assets with traditional finance, positioning the company to explore opportunities in decentralized finance (DeFi) [3][5]. - The company’s consulting group, Netcapital Advisors, provides marketing and strategic advice while taking equity positions in select companies, enhancing its role in the fintech ecosystem [5]. Balance Sheet Overview - Total assets as of July 31, 2025, were $28,432,302, up from $20,901,491 as of April 30, 2025 [9]. - Total liabilities decreased to $5,305,386 from $5,995,767, indicating improved financial health [9]. - Stockholders' equity increased to $23,126,916 from $14,905,724, reflecting a stronger capital position [9].

Transfer TRAC from Ethereum → NeuroWeb on Polkadot.Now live and 100% trustless via @_snowbridge.Keep building.OriginTrail (@origin_trail):The first stage of the trustless @Polkadot-native bridge, powered by @_snowbridge, is live on @NeuroWebAI!It currently allows one-way $TRAC transfers from Ethereum to NeuroWeb, with the reverse direction enabled next week.Your journey starts here: https://t.co/pegYdRCAxI https://t.co/FxBC5k5qt4 ...

Market Sentiment - XRP is experiencing significant market debate, with some analysts predicting a price increase to $5 by the end of the month, despite recent liquidations totaling over $1.3 million in four hours [1] - A cup-and-handle pattern has been identified on XRP's weekly chart, suggesting a potential breakout above the $3.20 - $3.30 resistance level, with long-term targets reaching $30 during an altcoin bull cycle [2] - Some traders express skepticism, noting that XRP's price will be influenced by broader market trends, including Bitcoin's seasonal downturn and global macroeconomic uncertainties [3] Ripple's Institutional Engagement - Ripple is enhancing its political and institutional presence, as evidenced by Cassie Craddock's participation in a high-profile roundtable at Downing Street, which included key figures from the UK and US [4] - Craddock emphasized Ripple's role in fostering transatlantic collaboration on digital assets and influencing global norms for blockchain adoption, positioning XRP as both a financial instrument and a technology solution [5] Technological Developments - The launch of mXRP, the first yield-bearing liquid staked token on the XRP Ledger, strengthens Ripple's ecosystem, allowing holders to earn 6-8% APY while maintaining liquidity for DeFi applications [6] Technical Analysis - XRP is currently trading in the $2.85–$2.97 range, with Bollinger Bands indicating a period of consolidation before a potential significant price movement [7] - A breakout above $3.17 could lead to further upside, while a drop below $2.77 may result in additional losses [8]

Event Overview - The European Blockchain Convention (EBC11) is set to take place in Barcelona this October [1][2][3] - The event will feature speakers from banking and DeFi sectors, focusing on digital assets [1] Key Speakers & Focus Areas - Consensys' Managing Director will discuss expanding Ethereum adoption [1] - Bitcoin Strategy's Board Director will present on Bitcoin strategy at Europe's first BTC treasury company [2] - Stripe's Head of UK Public Policy will address fintech and crypto regulation in the UK [2] - Kadena's Capital Markets Lead will focus on RWA (Real World Asset) tokenization initiatives [2] - BNB Network's COO will manage operations at the world's largest publicly listed BNB treasury [2] - GK8 Security's Global Head of Partnerships will build global custody partnerships for institutions [3] - Assetera Global's CEO will lead the EU-regulated trading platform for securities and RWAs [3] - Prosegur Global's CEO will develop secure digital asset custody solutions [3]

Core Insights - The article discusses the growing interest and activity surrounding cryptocurrency ETFs, particularly the iShares Ethereum Trust ETF (ETHA), which has seen significant price appreciation and trading volume [1][3]. Group 1: ETF Performance - The iShares Ethereum Trust ETF (ETHA) has increased by over 70% since late June, significantly outperforming the iShares Bitcoin Trust ETF (IBIT), which has seen a more than 10x lower gain [4]. - ETHA's current price level suggests it may be overvalued, with technical indicators hinting at a potential decline [5]. Group 2: Market Dynamics - The trading activity in ETHA resembles that of smaller, unproven stocks, yet Ethereum's real-world applications are becoming increasingly legitimate [3]. - There are two types of investors in ETHA: those who have benefited from recent gains and those who are considering entry, potentially driven by fear of missing out (FOMO) [7]. Group 3: Volatility and Trading Strategy - The volatility of cryptocurrency ETFs is evident, with historical price patterns indicating potential risks of significant price drops [6]. - Investors are encouraged to consider strategies that could convert Ethereum's high volatility into more stable, bond-like returns [7].

RT MONK (@defi_monk)This is a great thread from @blknoiz06 and really want to see him do more of this type of writing.A couple of thoughts on why I think the comparison between stocks and crypto may be unfair:- Indices growth has been driven by a global flight to established risk in the face of currency debasement, an ongoing AI inflection, continued margin expansion, etc. This has outsized benefits for megacap tech and it is not a one size fits all story. smid caps have not been an easy game to play for ex ...

Core Insights - The future of finance may transition from traditional Wall Street systems to blockchain networks, emphasizing the potential of tokenization of real-world assets (RWAs) [1][2][3] - Tokenization is seen as a transformative use case for blockchain, enhancing liquidity, transparency, and enabling 24/7 trading for assets like real estate and equities [2][4] Tokenization and Market Dynamics - The tokenization of money market funds is highlighted as a significant opportunity, with stablecoins acting as a bridge to this new system [4] - The demand for round-the-clock trading is underscored by the performance of Bitcoin during geopolitical events, suggesting that traditional markets could benefit from similar on-chain trading capabilities [6][7] Derivatives and Trading Strategies - The rise of zero-day-to-expiry (zero-DTE) options in the U.S. is noted, with these options now making up over half of daily S&P 500 options trading [8] - There is a potential for the appetite for zero-DTE options to extend into the crypto market, with existing platforms like Deribit already offering such products [9][10] Coinbase and Market Position - Coinbase has solidified its position in the crypto market by acquiring Deribit, the leading crypto derivatives platform, enhancing its global derivatives offerings [11]

Group 1: ARK Invest's Crypto Exposure - ARK Invest has been increasing its exposure to digital assets, with Bitcoin leading the way, followed by Ethereum and Solana [2][3] - Bitcoin has surged around 80% within a year, trading at $113,014.85, while Ethereum has risen more than 60%, trading at $4,203.95 [2] - Solana has also seen a rise of around 55%, trading at $223.45 [3] Group 2: New Crypto Platforms - Cathie Wood identified Hyperliquid as a "new kid on the block," a decentralized crypto derivatives exchange that has gained popularity [4] - Hyperliquid's native token, HYPE, launched in November 2024, has rallied more than 1,400%, reaching an all-time high of $59.39 on September 18 [5] - Hyperliquid faces competition from Aster, another decentralized trading platform, whose native token, ASTER, has surged more than 1,600% within a year [6] Group 3: The Three Revolutions of Crypto - Wood describes the crypto phenomenon as three bundled revolutions: monetary revolution, financial services revolution, and immutable digital property rights revolution [7] - The advancements in crypto would not be possible without blockchain technology [8] Group 4: ARK Invest's Crypto Stock Holdings - ARK Invest holds significant positions in various crypto-related public companies, including Circle Internet Group, Coinbase Global, Robinhood Markets, Bitmine Immersion Technologies, Block, Inc., and Bullish [8]